ACDIS Live! Outpatient CDI at Ochsner: A Case Study Approach - On-Demand

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ACDIS Live! Outpatient CDI at Ochsner: A Case Study Approach - On-Demand

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ACDIS Live! Outpatient CDI at Ochsner: A Case Study Approach - On-Demand


Available ON-DEMAND

Presented on:
Thursday, December 15, 2016

Original Broadcast: Wednesday, November 16, 2016

Presented by:
Diana Ortiz, JD, RN, CDIP, CCDS; Malissa Lauren Brettner, RN; Rebecca G. Guidry, RN; Lisa F. Schmidt, BS, RN, OCN, CHWC; Donna Serpas, RN, CCRN; Hilary Walters, BSN, RN


Level of Program:

Join ACDIS Associate Editorial Director Melissa Varnavas for an in-depth conversation with the outpatient CDI specialists at Ochsner Health System.

This special three-hour program features Ochsner’s groundbreaking CDI team, who discuss the lessons they learned in implementing ambulatory CDI programs. They provide step-by-step guidance on getting a program off the ground, and discuss how they not only built a strong outpatient CDI program, but also continue to expand.

CDI programs who want to expand into outpatient areas can use this program to identify where to begin and how to replicate Ochsner’s success.

At the end of this program, attendees will be able to: 

  • Define outpatient opportunities for record review 
  • Outline a plan for educating physicians about documentation improvement opportunities related to their medical records 
  • Make the case to hospital administrators for CDI program expansion into the outpatient arena 
  • Identify common documentation deficiencies in the outpatient/physician practice world 
  • Explain common challenges in educating physicians 
  • Target metrics to move outpatient CDI efforts forward 
  • Identify specific physician documentation opportunities by service line 
  • Draft outpatient CDI workflow and processes 

Who Should Attend?

  • CDI specialists 
  • CDI managers/directors 
  • HIM managers/directors 
  • Chief financial officers 
  • Physician advisors 


  • Outpatient efforts at Ochsner 
    • The case for expansion 
    • Administrative support 
    • Initial focus areas 
    • Review processes 
  • Physician advisor involvement 
    • Identifying and developing physician champions 
    • Onboarding process 
    • Physician education 
    • Physician response and expectations 
    • High-level system analysis and reporting 
  • Break 
  • Continued progress 
    • Adapting to ambulatory reviews 
    • Retrospective shift 
    • From retrospective to pre-visit reviews 
    • Top HCCs 
    • Query composure 
  • Focus area: Oncology 
    • Depression 
    • Malnutrition 
    • Anemia 
  • Break 
  • Quality assurance: The role of the CDI lead 
    • Establishing internal controls 
    • Cross-departmental collaboration 
    • Compliance concerns 
    • Analysis and review 
    • CDI team education 
  • Q&A 


Sample queries 
Outpatient Process Flow-Chart 
ACDIS White Paper: Outpatient Clinical Documentation Improvement (CDI): An Introduction

Continuing Education

(Live + On Demand) This program has been approved for 3 continuing education unit towards fulfilling the requirements of the Certified Clinical Documentation Specialist (CCDS) certification, offered as a service of the Association of Clinical Documentation Improvement Specialists (ACDIS). (Ability to claim CEU’s for this webinar expire on: 11/15/2017 - 1 year from LIVE date)

(Live + On Demand) - This program has been approved for 3 continuing education unit for use in fulfilling the continuing education requirements of the American Health Information Management Association (AHIMA). Granting prior approval from AHIMA does not constitute endorsement of the program content or its program sponsor. (Ability to claim CEU’s for this webinar expire on: 11/15/17 - 1 year from LIVE date)

(Nursing contact hours valid for Live/Rebroadcast webcast participant only) - HCPro is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation.

This educational activity for 3.0 nursing contact hours is provided by HCPro. 
(Ability to claim nursing contact hours for this webcast expire on: 11/15/2017)

Meet the Speakers 

Diana Ortiz, JD, RN, CDIP, CCDS

Diana Ortiz, JD, RN, CDIP, CCDS,
is the director for ambulatory CDI at Ochsner Health System in Jefferson Parish, Louisiana. She has worked for Ochsner since 2013, serving as a project manager as well as operations manager for the inpatient CDI program. During this time, she has coordinated the implementation of computer-assisted coding and automated metrics for the CDI department. Ortiz has a nursing background in both the emergency and the psychiatric setting, and HIM experience in hospital emergency coding and database management.

Malissa Lauren Brettner, RN

Malissa Lauren Brettner, RN,
works in Ochsner’s clinical documentation excellence department. She has 12 years of nursing experience and previously worked in pediatrics and emergency medicine. Prior to transitioning to the ambulatory side of documentation improvement, she was a member of the inpatient CDI team.

Rebecca G. Guidry, RN

Rebecca G. Guidry, RN,
received her degree from Nicholls State University School of Nursing and works as a clinical documentation specialist in Ochsner’s ambulatory care clinics. Her primary area of focus is educating internal medicine and primary care providers and helping develop the workflow for the CDI program and its providers. Previously, she worked at a private ambulatory surgery hospital where she established the pre-admit RN assessment for anesthesia.

Robert McKinney, MD

Robert McKinney, MD,
earned his medical degree from LSU in Shreveport where he also completed his internship and residency. Dr. McKinney has been on staff at Ochsner since 1999. He practices at Ochsner Health Center.

Lisa F. Schmidt, BS, RN, OCN, CHWC

Lisa F. Schmidt, BS, RN, OCN, CHWC,
joined Ochsner’s clinical documentation team in 2016. She previously worked in Ochsner’s chemo infusion suite and has 11 years of experience as an oncology nurse. She is currently working with internal medicine and hematology/oncology providers to enhance documentation in the ambulatory setting.

Donna Serpas, RN, CCRN

Donna Serpas, RN, CCRN,
received her degree from Delgado/Charity School of Nursing in 2007. Since then, she has practiced bedside nursing at Ochsner in its medical-surgical and intensive care unit. In 2012 she received her certification in critical care nursing, and in 2015 she accepted a position in a newly formed ambulatory documentation excellence department, where she helped create guidelines and workflow for the outpatient CDI program. Serpas reviews cardiology documentation for quality and completes retrospective reviews for clinical providers.

Hilary Walters, BSN, RN

Hilary Walters, BSN, RN,
is Ochsner’s lead CDI specialist for ambulatory. She attained 17 years of experience as a nurse, working in the PICU and NICU, then switched to the revenue cycle. There, she earned more than eight years’ experience in hospital coding, billing, nurse auditing (management), and CDI.

Webinar system requirements and program materials: 

To fully benefit from the webinar experience, please note you will need a computer equipped with the following: 

Browser: Microsoft Internet Explorer 6 or later, Firefox, Chrome, or Safari, with JavaScript enabled 
Internet: 56K or faster Internet connection (high-speed connection recommended) 
Streaming: for audio/video streaming, Adobe Flash plug-in or Safari browser on iOS devices 

Prior to the webinar, you will receive an email with detailed system requirements, your login information, presentation slides, and other materials that you can print and distribute to all attendees at your location. 

No problem. The On-Demand version is now available. Use it as a training tool at your convenience—whenever your new or existing staff need a refresher or need to understand a new concept. Play it once or dozens of times. A $399 value! 

Participation in the webinar is just $399 per site. All materials must be retrieved from the Internet. 

Call your customer service representative toll-free 800-650-6787 or email if you have questions.