HMPO Advanced Practice Provider Orientation
Advanced Practice Providers (physician associates and nurse practitioners) entering new practice environments often demonstrate variability in readiness to independently and consistently apply organizational standards related to coding and billing, ethical and compliant practice, business operations, and professional engagement within team-based care models.
New and newly hired physician associates may have strong clinical training but lack standardized, practice-specific orientation to documentation requirements, revenue cycle principles, compliance expectations, and organizational culture within complex health systems. In addition, physician associates may have limited formal training on integrating social determinants of health, patient experience principles, and culturally responsive care into daily clinical practice.
These gaps can result in inconsistent documentation and billing practices, uncertainty in navigating ethical or compliance scenarios, and reduced confidence in contributing effectively within an interprofessional advanced practice provider workforce
Advanced Practice Providers (physician associates and nurse practitioners) share an educational need for practice-relevant orientation that reinforces documentation requirement, revenue cycle principles, compliance expectations, and role clarity within an interprofessional APP workforce.
In addition, APPs benefit from structured education focused on integrating social determinants of health, patient experience principles, and culturally responsive practices into routine clinical decision-making, as formal training in these non-clinical competencies is often limited during professional educations
Advanced Practice Providers require ongoing education related to regulatory requirements, ethical and legal responsibilities, documentation standards, risk management principles, and quality expectations to support safe and compliant clinical practice.
This live biweekly activity is designed to provide foundational, practice-relevant education for Advanced Practice Providers entering or transitioning practice within a healthcare system. The curriculum addresses common non-clinical knowledge gaps by introducing organizational expectations related to regulatory practice, ethics, documentation, risk management, quality, and professional responsibilities applicable across clinical settings
Target Audience
New and newly hired APPs
Learning Objectives
HMPO APP Orientation
Proposed Learning Objectives (AAPA-aligned)
At the conclusion of this activity, participants will be able to:
Regulatory Practice & Professional Role
• Define Advanced Practice Provider (APP) scope of practice in Texas, including applicable regulatory requirements, supervisory/collaboration expectation, and board oversight.
• Identify organizational resources, professional development pathways, and performance expectations, supporting APP practice within Houston Methodist
Billing, Coding, Documentation, & Revenue Integrity
• Apply core principles of billing, coding, and documentation to support accurate, compliant revenue capture, including appropriate attribution of services.
• Recognize documentation elements required to support medical necessity, compliance, and audit readiness.
Ethics, Compliance & Legal Foundations
• Describe ethical and legal principles governing healthcare delivery, including fraud, waste, and abuse; False Claims Act; Anti-Kickback Statute; and professional accountability.
• Identify APP responsibilities related to institutional compliance programs, reporting obligations, and ethical decision making in clinical practice.
Privacy, Confidentiality, & HIPAA
• Apply institutional policies and documentation standards, including HIPAA and protection of protected health information (PHI), to ensure safe, confidential and compliant patient care.
• Identify appropriate actions and escalation pathways for potential privacy or confidentiality concerns.
Risk Management & Patient Safety
• Recognize common risk management issues affecting APP practice, including informed consent, patient-provider relationships, professional boundaries, documentation risk, and use of social media
• Describe the role of risk management in litigation prevention, disclosure processes, and supporting patient safety and quality care.
Quality, Patient Experience & Organizational Culture
• Explain how quality measures, patient experience data, and institutional performance metrics influence APP practice and professional evaluation.
• Apply principles of patient-centered care, service excellence, and effective communication to support positive patient experiences across the continuum of care
Culture & Engagement
• Describe Houston Methodist’s ICARE values and their role in fostering a respectful, collaborative, and patient-centered organizational culture.
• Recognize how supporting the whole person – patients and colleagues – enhances teamwork, well-being, and high-quality care delivery
ORIENTATION DISCUSSION TOPIC | GUEST SPEAKER/PRESENTER(S) | TIME | |
Welcome & Introductions | Professional Development Leaders | 8:00 a.m. – 8:30 a.m. | |
HMPO Clinical Operations Overview
| Clinical Operations Team | 8:30 a.m.– 9:00 a.m. | |
HMPO Overview, Performance Review, Metrics | Kayla Gutierrez, APP Director | 9:00 a.m. - 10:00a.m. | |
BREAK |
| 10:00 a.m. – 10:15 a.m. | |
HMPO Patient Experience | PDLs | 10:15 a.m. – 11:00 a.m. | |
ProFEx Overview | Raven Pierre | 11:00 a.m. – 11:15 a.m. | |
Culture & Engagement | Shairma Diaz-Mulero; C&E team | 11:15 a.m. – 11:45 a.m.
| |
LUNCH | 11:45 a.m. – 12:15 p.m. | ||
Intro to Healthcare Finance | Kerry Liu, Sakeena Saifuddin | 12:15 p.m. – 12:30 p.m. | |
Coding & Billing; Revenue Integrity for APPS
|
| Tri Vuong, Romelia Brumbelow, Sonia Francis | 12:30 p.m. – 1:45 p.m. |
| BREAK |
| 1:45 – 2:00 p.m. |
Best Business Practices | Raelle Woodburn/BP Team | 2:00 p.m. – 2:45 p.m. | |
Ethics, Fraud Waste Abuse, HIPAA | Andrea Kelly, Director Business Practices | 2:45 p.m. - 3:15 p.m. | |
Risk Management | Cameron Wells, JD, Sr. Risk Attorney | 3:15 p.m. – 4:00 p.m. | |
Time | Session | Speakers |
8:00 a.m. - 11:00 a.m. | Epic Online Training Modules | PDLs/Epic Team |
11:00 a.m.– 11:45 a.m. | APP Practice in Texas/AGMA Opioid Registration Pri-Med | PDLs |
11:45 a.m.– 12:30 p.m. | LUNCH |
|
12:30 p.m.– 1:00 p.m. | Verification Epic Security | Epic Team |
1:00 p.m.– 3:30 p.m. | Epic Support Team personalization | Epic Team |
3:30 p.m. – 3:45 p.m. | Wrap-up and survey | PDLs |
Deborah Hodge, MS, APRN, FNP-C; Advanced Practice Provider Professional Development Leader
Jessica Miller, DNP, FNP-C; Advanced Practice Provider Professional Development Leader
Houston Methodist Physician Organization has been authorized by the American Academy of Physician Associates (AAPA) to award AAPA Category 1 CME credit to participants in the Training Session entitled "HMPO Advanced Practice Provider Orientation". This activity is designated for 4 AAPA Category 1 CME credits. PAs should only claim credit commensurate with the extent of their participation.
AAPA reference number: CME-2015659
Approval is valid from Start Date to End Date: June 3, 2026 through June 2, 2027
Provider: Houston Methodist Physician Organization | Sponsor: AAPA
Available Credit
- 4.00 AAPA Category 1 CME credit

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