Certification path
Patient Coordinator
The front office: intake, scheduling, benefits, and the patient conversations about money.
Role you’re prepared for: Patient coordinator or front-desk specialist for a mental health practice.
- Modules
- 8
- Shared core
- 4
- Exam questions
- 15
- Pass score
- 80%
Can’t afford the fee? Apply for a scholarship
Curriculum
4 shared core modules, then 4 for the patient coordinator role.
-
C1 · 45 min Shared core
The revenue cycle, end to end
How a session turns into a payment: eligibility, coding, claims, remittance and patient balances, with a focus on mental health practices.
-
C2 · 60 min Shared core
Insurance, benefits & authorizations
Verifying eligibility and benefits, deductibles and coinsurance, prior authorizations, and what to check before the first appointment.
-
C3 · 60 min Shared core
HIPAA & patient privacy
What counts as PHI, identity checks before discussing an account, minimum necessary access, and how to spot a privacy risk early.
-
C4 · 60 min Shared core
Patient customer care
Phone, email and portal etiquette, calm and caring conversations with patients in distress, and de-escalation.
-
PC1 · 60 min
Front office & scheduling operations
Intake, scheduling templates, waitlists, no-show and cancellation policies, and keeping clinicians' calendars full.
-
PC2 · 60 min
Answering patient billing questions
Explaining a statement or EOB in plain language, handling balance disputes, setting up payment plans and knowing when to escalate.
-
PC3 · 60 min
Collecting patient payments
Copays at check-in, cards on file, statements, payment plans and posting what patients pay, so balances never pile up.
-
PC4 · 2–3 hours
Capstone & certification exam
Run a simulated front office for one week: intake calls, schedule changes, benefits checks and patient balance questions. Then pass the written exam.
-
Final step
Final exam and practical assessment
15 questions, 80% to pass, then a 30-minute live assessment with our team.
Certification
The lessons are free. The certificate is earned.
The fee pays for the part where our team works with you: grading, the live assessment, written feedback and your verified certificate. Scholarships and practice sponsorships can cover part or all of it.
Certification does not guarantee employment. Graduates are considered first when Sharp places people with the practices we work with.
Sharp Certified Patient Coordinator
$247
Founding cohort price · $297 after
One-time fee. Includes the final exam, one retake, the practical assessment and your certificate.
Hired through Sharp and still with us after 90 days? We refund your full fee.
- Final exam with one free retake
- Live practical assessment with the Sharp team
- Certificate with a verification ID
- Written feedback on your assessment
- A place in the Sharp talent pool for practice placements
Secure payment by Stripe. Have a scholarship code? Enter it at checkout.