Chapter Resource Center FAQs

When you log into the Chapter Resource Center, you can see the menu selections on the left. Choose the Chapter Portal. You may be prompted to sign in again.

Once you select the Chapter Portal, it will automatically open to your specific chapter. From there, you can see the types of reports you are able to run.

Once you select the report, it will automatically start downloading.

When you go to hfma.org, there is a profile image to the right.

To see it closer:

Once you sign in, you will be able to see your account. On the left side are all options for you to explore.

If you the Member Engagement Award person for your chapter (formerly known as the Founders Contact), please see here for instructions on loading members’ points.

Please refer to the “Exploring Your Account” tab if you are unsure how to access your account.

Once you are in your account, select the “My Chapter” on the left.

This screen will appear below, indicating your primary chapter. If that is not correct, you can change it anytime.

If you want to add an alternate chapter, select the “Add an Alternative Chapter” and a pop up similar to the one below will appear.

You can add up to 10 chapters this way!

Please refer to the “Exploring Your Account” tab if you are unsure how to access your account.

Once you are in your account, you can see the left “My Communication Preferences.” From there, you can choose what newsletters from HFMA you which to receive. (This is not the Community Group Email Preferences)

Please refer to the “Exploring Your Account” tab if you are unsure how to access your account.

Once you are in your account, you can see the left “My Development.” From there, you can see what Certifications you have, how many CPE points, etc.

This is what it looks like without any certifications.

This is what it looks like with a certification.

HFMA offers several ways to get involved with your local community and your professional community. When you visit hfma.org, the top bar has a variety of choices. Select “Discover” to find your local chapter and access the online community.

From there, you will see this menu. The highlighted sections will bring you to an online forum.

If you are new, we suggest watching the video to the bottom right of the screen to learn about the ways to navigate our community and take full advantage of its many resources. From here, you can join forums, ask questions, and meet members.

HFMA will order awards on behalf of each chapter. Chapter Presidents will be contacted by the Volunteer Experience Team directly in February regarding their award. In March, a President’s Certificate will also be sent to the Chapter Awards Contact, along with the Member Engagement Program (formerly Founders Award Program) digital certificates.

You do not need to do anything for the President’s Award.

This is a wonderfully informative Powerpoint we encourage you to share with prospective/new members, as well as this page to learn about Volunteer Management: Volunteer Recruitment and Engagement

First go to hfma.org and make sure you are logged in! Use these screenshots to locate your online community chapter:

Hover over “Discover” on the top bar, and then select “Access online community.”

You might have to log in again, located in the top right corner. From there, you should be able to see “My Groups.” Based on your leadership role, you will be already assigned access to specific community groups.

As a reminder, these are PRIVATE groups. Not every member of your chapter can see your chapter group, because this is an area meant to store files like Board Minutes, Financial Documents, etc. You can also create sub-folders for individual committees if you prefer. See below for an example of how a chapter has set up their community group:

Our OneHFMA team is able to update websites, create event registration pages, surveys, and so much more! Take a look here for all your questions: Event Planning