A woman works on a computer on a desk and is taking notes in a notepadActivity Description

Licensed practitioners who conduct telephone-based outreach with patients require enhanced engagement skills to effectively manage these interactions. The application of HEART skills plays a pivotal role in improving the practitioner’s ability to foster positive member interactions that facilitate patient-centered communication, maintain a focus on continuity of care and improve patients’ quality of life. Monthly HEART coaching sessions are essential to ensure the hands-on utilization of these skills in practical scenarios. These activity sessions aim to enhance competency and demonstrate mastery of HEART skills, as evidenced by a comprehensive retrospective review and evaluation of call and case documentation, self-evaluation of HEART skills and debriefing sessions guided by clinical coaches.

Continuing Education

Earn 1.0 NCPD/ASWB/CCMC/CDR credit for each session completed. This activity is designed to meet the educational needs of case managers, licensed professional counselors, nurses and social workers who have participated in HEART coaching.

You need an Optum Health Education account in order to claim continuing education credit.

New to Optum Health Education? Click HERE to learn how to "Create an Account."  You must be logged into your optumhealtheducation.com account to complete the post-activity materials.  Once you have logged into your account:

  • Locate the title of the activity you wish to claim credit for in the list below
  • Click on the activity title
  • On the activity page, click the "Register" tab
  • Click the "CONTINUE" button, and then follow the prompts at the bottom of the screen
  • Completion of the post-activity materials concludes your participation in the activity. The date on your certificate of attendance will reflect the date that credit was claimed.

Please click on the month you participated in HEART Coaching to get started.


HEART Coaching - October 2023

HEART Coaching - November 2023

HEART Coaching - December 2023

HEART Coaching - January 2024

HEART Coaching - February 2024

HEART Coaching - March 2024

HEART Coaching - April 2024

HEART Coaching - May 2024

HEART Coaching - June 2024

HEART Coaching - July 2024

HEART Coaching - August 2024

HEART Coaching - September 2024

HEART Coaching - October 2024

HEART Coaching - November 2024

HEART Coaching - December 2024


Provided by
This series is provided by Optum Health Education and Optum Enterprise Clinical Services.

Commercial support
There was no commercial support received for this series.

Frequently asked questions
Please click here to be directed to our Frequently Asked Questions (FAQs) page.

General questions
If you have questions regarding Optum Health Education's activities or services, please e-mail: moreinfo@optumhealtheducation.com.