CCO Complex Claims Processing —HealthRules® - eLearning Curriculum

About the Project

Self-paced learning built with HealthRules Manager and Designer, Camtasia, Articulate Storyline & Cornerstone LMS

CCO Complex Claims eLearning Case Study

Overview

This eLearning collection was designed to convert complex claims workflows into scalable, self-paced modules. Using Camtasia and Articulate Storyline, I produced a full suite of interactive learning experiences covering Coordination of Benefits, Diagnosis Related Group, Indian Health Service, Home Health Inpatient Claims, Long Term Care, Anesthesia, High Dollar Review, Individual and Family Plan Mayo Clinic Processing, and more.

 

THE CHALLENGE

CCO Claims Operations needed a scalable and consistent way to train staff on complex claims workflows across multiple specialties, including COB, DRG, PCA, LTC, IHS, historical claims, pricing exceptions, and HealthRules Manager & Designer processing logic. Traditional live training required heavy Learning and Development Trainers “SME” involvement, created inconsistencies between classes, and slowed down upskilling.

The challenge was to build a self-paced eLearning solution that:

  • Translated complex, multi-system workflows into clear, step-by-step instruction

  • Included real HealthRules Manager & Designer system demos

  • Provided consistent, repeatable training for cross-training

  • Integrated job aids, triggers, and workflow logic

  • Tracked completions, accuracy, and quiz scores in Cornerstone LMS

  • Reduced operational risk caused by inconsistent claims processing

  • Scaled to support large training cohorts without SME burnout

This required converting raw system knowledge, demonstrations, job aids, and SME expertise into a structured, interactive, and production-ready digital curriculum.


My Role

Instructional Design & eLearning Production

  • Designed and built modules end-to-end

  • Scripted, storyboarded, designed, and produced content

Multimedia Video Editing

  • Camtasia screen recordings

  • Zooms, highlights, callouts

  • Clean narration flow

Storyline Development

  • Interactive demos

  • Click-through simulations

  • Embedded quizzes

  • Course logic & triggers

LMS & SCORM Management

  • SCORM export

  • Upload + test in Cornerstone Pilot

  • Quiz scoring setup

  • Reporting validation

Collaboration

  • Worked with 3 L&D trainers

  • Integrated job aids, triggers, and workflows

  • Reviewed and validated accuracy with Claims Ops + Configuration


eLearning Course Library

✔ Coordination of Benefits (3 modules)
✔ Community Paramedics
✔ Clinical Trials
✔ PCA Manual Review
✔ IHS Claims on Review
✔ Historical Claims Triggers
✔ DRG & Per Diem Pricing
✔ IFP Mayo Referral
✔ Modifier GA Review
✔ Payments & Remits
✔ HRP Upgrade Town Hall
✔ Anesthesia
✔ High Dollar
✔ Historical Line Crosses Date Range
✔ LTC Manual Pricing
✔ Unauthorized Provider Services
✔ HRP Promote
✔ Minnesota Medicaid APG-DRG Calculation


Design Approach

Camtasia Demo Recordings

  • Clean, precise system walkthroughs with highlights and instruction.

Articulate Storyline Interactive Learning

  • Simulations, branching, knowledge checks, and quizzes.

Integrated Learning Assets

  • Job aids, triggers, HRP workflows, and reference guides built in.

SCORM + LMS Reporting

  • Published directly to Cornerstone for tracking and completion accuracy.


Results

This eLearning suite became the primary training resource for cross-training across CCO department. It improved learner confidence, reduced SME load, increased accuracy, and supported long-term scalability for complex claims processing.


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