Primary Care Development Corporation Learning Portal

Catalyzing excellence in primary care to achieve health equity

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Small Practice Management Essentials

Small primary care practices – those with five or fewer physicians – are a vital and substantial sector of the health care service landscape, often the only health care option for people in low-income, low-resource communities. Primary Care Development Corporation’s (PCDC) Small Practice Management Essentials course helps them to adopt and sustain organizational efficiencies to preserve their viability within their communities and the increasingly competitive health care landscape. The course provides practices with the knowledge and skills to keep pace with changing health care delivery, and value-based payment systems, and to participate in practice transformation opportunities.

The PCDC Small Practice Management Essentials self-paced courses are listed in alphabetical order below. They may be taken independently of each other; however, the courses do draw cross-reference information across topics.

These courses were developed for staff working in small practices (front desk staff, practice administrators, nurses, medical assistants, techs, and administrative staff). 

Prerequisites: None

Basics of Expense and Revenue Tracking
Basics of Expense and Revenue Tracking
Billing, Coding, and Revenue Cycle Management
Billing, Coding, and Revenue Cycle Management
Human Resources Management
Human Resources Management
Managing Health Plan and Government Incentives
Managing Health Plan and Government Incentives
Population Health Management
Population Health Management
Professionalizing Customer Service
Professionalizing Customer Service
Provider Credentialing
Provider Credentialing
Quality Improvement
Quality Improvement
Regulatory Compliance
Regulatory Compliance
Use of Electronic Medical Records
Use of Electronic Medical Records

High Impact Prevention [English]

The HIP program now offers online activities to increase the knowledge and skills of HIV prevention staff. We hope that through this offer, complemented with technical assistance, participants will be able to put their acquired skills and knowledge into practice.

HIV Testing in the Emergency Department [English]
HIV Testing in the Emergency Department [English]
Operationalizing Culturally Responsive Services  [English]
Operationalizing Culturally Responsive Services [English]

Prevención de Alto Impacto [Español]

El programa HIP ahora ofrece actividades en línea para aumentar el conocimiento y las habilidades del personal de prevención del VIH. Esperamos que, a través de esta oferta, complementada con asistencia técnica, los proveedores puedan poner en práctica las habilidades y conocimientos adquiridos.

Pruebas de VIH en el Departamento de Emergencias [Español]
Pruebas de VIH en el Departamento de Emergencias [Español]
Puesta en Funcionamiento de Servicios Culturalmente Receptivos [Español]
Puesta en Funcionamiento de Servicios Culturalmente Receptivos [Español]
Pruebas de VIH en el Departamento de Emergencias [Español]

Pruebas de VIH en el Departamento de Emergencias [Español]

Este curso se centra en la relevancia e importancia de ofrecer la prueba del VIH universal en los entornos de los departamentos de emergencias (ED) como una estrategia de prevención de alto impacto (HIP). Experimentará una exploración en profundidad de las habilidades, consejos y servicios que se ofrecerán para poner fin a la epidemia del VIH y comprenderá las necesidades de recursos para movilizar la salud de la comunidad, aprendiendo cómo diseñar un programa de detección del VIH en su servicio de urgencias.

A través de actividades y evaluaciones, conocerá a varios personajes en los que seguirá sus historias y experiencias al brindar y recibir servicios, pruebas y atención del VIH.


HIV Testing in the Emergency Department [English]

HIV Testing in the Emergency Department [English]

This course focuses on the relevance and importance of offering universal HIV testing in emergency department (ED) settings as a High-Impact Prevention strategy (HIP). You will experience an in-depth exploration of skills, tips, and services to be offered in ending the HIV epidemic, and understand resource needs to mobilize community health - learning how to design an HIV Screening Program in your ED

Through activities and assessments, you will meet various characters in which you will follow their stories and experiences in providing and receiving HIV services, testing, and care.


Professionalizing Customer Service

Professionalizing Customer Service

Customer service is defined as the process of ensuring customer satisfaction with a product or service. Customer service in health care is often referred to as customer excellence, or the ability of a provider to consistently meet and manage patient expectations. This course introduces you to who your customers are, best practices in the realm of customer service, and what it takes to achieve excellence in this field.


Use of Electronic Medical Records

Use of Electronic Medical Records

Electronic Medical Records (EMR), also referred to as electronic health records, are software systems used for documenting information related to health care and health. An EMR is intended to support efficient, high-quality, integrated health care, independent of the place and time of health care delivery. This course explores EMR maintenance and best practices, maximizing data fields and reporting, and optimizing your EMR.


Population Health Management

Population Health Management

Population health management (PHM) is an approach to health care that focuses on specific groups (or populations) of patients in order to provide specific care for each group. This course explores building a foundation for PHM, making it work for you and your practice, as well as detailed approaches to starting PHM projects in your setting.


Managing Health Plan and Government Incentives

Managing Health Plan and Government Incentives

The use of financial incentives to improve quality in health care is widespread. In the health care world, an incentive could be a monetary bonus for a job well done, increased reputation among providers and patients, and sometimes, the ability to stay in business. This course explores the foundation of two healthcare incentive programs: the Merit-based Incentive Payment System (MIPS) program and the Pay for Performance (P4P) program.


Quality Improvement

Quality Improvement

Quality Improvement, or QI, is defined as systematic and continuous actions that lead to the enhancement of desired health outcomes. QI initiatives can result in better outcomes for patients, happier staff, and increased efficiency. This course explores the culture of quality improvement, the fundamentals of implementing quality improvement practices and projects, sustainability, and the importance of good data.


Operationalizing Culturally Responsive Services  [English]

Operationalizing Culturally Responsive Services [English]

Hello and thank you for joining us in this exploration of your services and how, through self-reflection, you can work towards enhancing a more culturally responsive environment at your organization.

Primary Care Development Corporation (PCDC) has put together this online activity to support agencies across the Northeast, as well as in Puerto Rico and the US Virgin Islands, to take a closer look at their services, through a critical lens, with the hopes of finding opportunities to create more supportive environments for patients that would result in a more engaging experience. 

As you explore this activity, keep in mind that PCDC is here to support you with FREE capacity-building assistance (CBA) services. We’re only a phone call and/or email away.


Basics of Expense and Revenue Tracking

Basics of Expense and Revenue Tracking

Tracking expenses and creating a budget makes it easier to pay bills on time, save for major unexpected expenses, expand the financial health of your practice, and stay focused on long term goals. This course provides an understanding of the mechanics of accounting, which gives a basic roadmap to tackle planning, budgeting, and managing revenue & expenses.


Provider Credentialing

Provider Credentialing

Credentialing is the process of evaluating a provider’s qualifications, training, and ability to practice medicine in order to verify they are competent and qualified to provide safe and effective patient care. Providers are credentialed by both healthcare organizations, to prove they can provide safe and effective patient care, and by health plans, to be paid for treating patients. The importance of credentialing plays out in many ways: optimizing patient outcomes, avoiding lost revenue from fines and civil monetary penalties, and operating with a best-practices culture in your delivery of healthcare.


Regulatory Compliance

Regulatory Compliance

A compliance culture within an organization sets a foundation and expectation for ethical behavior. Compliance is about doing the right thing, in all situations, and with all people. This course explores recognizing fraud and abuse, conducting regular audits, training and educating staff on compliance issues, and reporting compliance issues.


Human Resources Management

Human Resources Management

Human resource management is the organizational function that manages the interests of the people within an organization. The human resource department provides effective policies, procedures, and people-friendly guidelines and support. This course explores the hiring process, employee retention, policies and procedures, onboarding methods, and employee rights and workplace safety.