ACDIS Symposium: Outpatient CDI Conference

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ACDIS Symposium: Outpatient CDI Conference

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ACDIS Symposium: Outpatient CDI Conference 

November 14-15, 2019  |  Hyatt Regency Austin

The ACDIS Symposium: Outpatient CDI Conference features two days of education and networking dedicated to clinical documentation improvement (CDI) in the outpatient setting. Join us for this one-of-a-kind conference featuring two concurrent educational tracks of diverse sessions, including how to get started in the ambulatory setting, query techniques and nuances, metrics and analytics, staff training, and demonstrating return on investment.

Learn from your peers and the nation’s foremost outpatient CDI experts while you take advantage of a unique networking experience.

Topics include sessions on:

  • Building an outpatient CDI program
  • Risk adjustment: Common diagnoses often missed in outpatient documentation
  • Outpatient query practices: Building compliant queries
  • MACRA and MIPS: A look at physician quality and payments
  • Critical differences between inpatient vs. outpatient coding guidelines
  • How to teach physicians E/M—medical school did not
  • From inpatient to outpatient: Defining the different documentation, coding, and reimbursement requirements

Also included is a special “lightning round” ideas-sharing session and a dedicated Q&A panel to help answer your most pressing questions.

Who should attend?

  • Clinical documentation improvement (CDI) specialists 
  • CDI managers/directors 
  • Coding compliance directors/managers 
  • Coding compliance specialists 
  • Outpatient coders 
  • Case management directors/ managers 
  • HIM directors 
  • Revenue cycle directors 
  • Physician champions/advisors to CDI 
  • Quality improvement professionals 
  • Coding managers/supervisors 
  • Chief medical officers 
  • Denials and appeals managers 
  • Compliance officers 
  • Chief financial officers

At the conclusion of the ACDIS Symposium: Outpatient CDI Conference, you will be able to:

  • Develop strategies to begin or improve outpatient CDI programs
  • Modify existing CDI programs to include review of outpatient documentation and risk-adjusted methodologies such as HCCs
  • Design CDI education for physicians related to outpatient practice
  • Incorporate CDI data to track and report program progress and drive improvements
  • Recognize compliance risks in the query process

How do I get more information?

Contact customer service at 800-650-6787 or

Cancellation Policy
Please click here to view our cancellation policy.

Photography Disclaimer
From time to time, ACDIS or its contractors record, photograph, and/or stream the various aspects and activities of the ACDIS Conference for both archival and promotional purposes. By attending the ACDIS Conference, attendees give ACDIS and its contractors permission to use any attendee’s voice and image in any such archival or promotional recording, photograph, or streaming activity without any compensation or credit to the attendee.

ACDIS Symposium: Outpatient CDI Conference 

Day 1— Thursday, November 14, 2019

7:00 A.M. – 8:00 A.M.                   
Registration and continental breakfast – Exhibit Hall (60 mins)

8:00 A.M. – 8:15 A.M.                   
Introduction and welcome remarks

8:15 A.M.—9:15 A.M.                   
General Session (keynote)

9:30 A.M.—10:30 A.M.                 
Breakout Sessions

  • Track 1: Richard Pinson, MD, FACP, CCS, presents “A Deep Dive into HCCs.” (B/I) What are Hierarchal Condition Categories (HCCs)? Why are HCCs important? During this session, attendees will acquire pertinent knowledge to identify, query, and capture HCC diagnoses completely and compliantly. They will learn the effect of HCCs on revenue and performance metrics and be able to explain and calculate risk-adjustment factor scores.
  • Track 2: Andrea J. Eastwood, RHIA, BAS, and Julia (Judy) Moreau, RN, MBA, present “Implementing Outpatient CDI in the Acute Care Hospital.” (I) Implementing an outpatient CDI program can be daunting but during this session, the speakers will explain how to phase in outpatient efforts and demonstrate the progress being made throughout this system’s 46 acute care CDI programs.

10:30 A.M.—11:00 A.M.              
Networking break (30 mins) – Exhibit Hall

11:00 A.M.—12:00 P.M.               
Breakout Sessions

  • Track 1: Deanne Wilk, BSN, RN, CCDS, CCS, presents “How to Handle the Problematic Problem List.” This presentation will provide background and history of the problem list, who developed, initial intent, and who should and could make entries on the problem list.  It will discuss regulatory standards and requirements in relation to the problem list.  There will also be discussion of how to handle the problem list, improve documentation within the problem list and the effect this has on the quality and financial picture of the organization.  There will be blackbelt project and case study material shared.
  • Track 2: Jennifer Boles, CPC, CRC, and present “Joining Forces: How Ambulatory CDI can Collaborate with Inpatient CDI Staff.” (A) Baptist Health in Kentucky/Indiana invites you to learn how they have combined ambulatory and in-patient CDI specialists to share education throughout their system to meet the common goal of providing the same consistent educational message to providers, department leaders, and CDI specialists. 

12:00 P.M.—1:00 P.M.                 
Lunch in the Exhibit Hall (60 mins)                           

1:00 P.M.—2:00 P.M.                    
Breakout Sessions

  • Track 1: Laurie L. Prescott, RN, MSN, CCDS, CDIP, CRC, and Shannon E. McCall, RHIA, CCS, CCS-P, CPC, CPC-I, CEMC, CRC, CCDS, present “Eeeny-Meeny-Miney-Mo: Picking the First One is a NO! The Pitfalls of Provider Self Coding.” (I) Many providers self-code their records in the outpatient setting as a way to decrease costs. The majority of providers, however, are not proficient in code assignment and perform this function by choosing codes found in a dropdown menu with little to no consideration if their documentation actually supports their choices. This presentation will explore common pitfalls related to physician self-coding, strategies to identify these concerns, and tools to empower both CDI professionals and providers.
  • Track 2: Ashley Chamberland, BSN, RN, CPN, and Terriann DeLucia, BSN, RN, present “Educating and Obtaining Buy-in From Your Providers in the Primary Care Setting.” (B) During this session, attendees will learn how an established two-year-old ambulatory CDI program in primary care practices operates including best practices for educating providers on what CDI is and how to improve information sharing and decrease queries while increasing documentation quality and safeguarding revenue integrity.

2:00 P.M.—2:30 P.M.                    
Networking break (30 mins) – Exhibit Hall

2:30 P.M.—3:30 P.M.                    
Breakout Sessions

  • Track 1: Sharme Brodie, RN, CCDS, presents “Clinically Speaking: Conditions Treated in the Outpatient Setting.” (I) Many CDI professionals are more familiar with the conditions treated in the acute care setting but need a refresher regarding the chronic conditions diagnosed and monitored outside the inpatient admission. This session will explore chronic conditions related to endocrine, renal, respiratory, and digestive systems, discussing what presenting signs and symptoms CDI professionals should look for and how to effectively query to obtain codeable language in the medical record.
  • Track 2: Cassie L. Birnbaum, MS, RHIA, CPHQ, FAHIMA, presents “Leading the Way with Ambulatory Single Path Documentation Excellence.” (A) The effect of clinical documentation and coding has expanded as CMS and other payers shift from fee-for-service to value-based payment models. Listen to physician office CDI strategies from the field to learn how to support value-based payment models AND risk adjustment.

3:40 P.M.—4:40 P.M.                    
Lightning Round Panel Session

4:40 P.M.                                           

4:40 P.M.—5:40 P.M.                    
Reception in the Exhibit Hall (60 mins)

Day 2— Friday, November 15, 2019

7:00 A.M.—8:00 A.M.                   
Continental breakfast – Exhibit Hall (60 mins)

8:00 A.M.—9:00 A.M.                   
General Session

9:10 A.M.—10:10 A.M.                 
Breakout Sessions                          

  • Track 1: Karen Newhouser, RN, BSN, CCM, CCDS, CCS, CDIP, presents “Let’s talk about Evaluation and Management: What do we need to know?” (B) A firm understanding of evaluation & management (E/M) code assignment factors will help ensure not only physician support for CDI efforts on the inpatient side but also medical record and reimbursement accuracy on the outpatient side. This session outlines the essentials of the E/M coding system and provides analysis and insight into what aspects of CDI efforts work best to engage physicians and improve outcomes related to the complexities of E/M.
  • Track 2: Jessica Vaughn, MSN, RN, CCDS, CRC, and Barbara Lennon, MD, CDIP, CRC, present “Hitting the Target: Leveraging Data to Optimize CDI and Find Success in Value-Based Healthcare.” (A) The outpatient CDI program at Wake Forest Baptist Health in Winston-Salem, NC, partners with CHESS, a value-based healthcare enablement company, assisting in data analysis and strategic multidisciplinary partnerships providing a unique approach for CDI to target physician education and support. During the presentation, attendees will gain insight into the development of strategically integrated processes leveraging near real-time clinical data along with claims data, to secure a targeted focus in meeting value-based healthcare objectives and organizational goals.

10:10 A.M.—10:40 A.M.              
Networking break and dedicated poster viewing time – Exhibit Hall (30 mins)

10:40 A.M.—11:10 A.M.               
Sponsored Session

11:25 A.M.—12:25 P.M.               
Breakout Sessions

  • Track 1: James W. Manz, MD, presents “Clinical Considerations for Effective Outpatient and Ambulatory Efforts.” (A)
  • Track 2: Laurie Benz, CCS, CPC, and Christine Poleon present “Don’t Let Data Become a Monkey Wrench to your Outpatient CDI Efforts.” (I) With the amount of data growing every day, it can be hard to know what to do with it or how to get your priorities organized, but data dumps needn’t throw a wrench in your CDI program’s workflow. This session will provide insight on how to easily analyze commercial and Medicare data to benefit outpatient CDI. Participants will learn formulas for government and commercial payers which will streamline data analysis in real time, view how data is used to create a case to implement outpatient CDI, and work through case scenarios related to HCCs, E/M, and denials prevention.

12:25 P.M.—1:25 P.M.                 
Lunch provided – Exhibit Hall (60 mins)

1:25 P.M.—2:25 P.M.                    
Breakout Sessions

  • Track 1: Sonia Trepina, MPA, and Brett Senor, MD, CRC, CCDS, present “Risk Adjustment Methodology 101: How to Make Sense of it All.” (I) New to the world of risk adjustment methodologies? Would you like to understand the history, the current state and future outlook for risk adjustment reimbursement? Whether you are new to risk adjustment or want to prepare for 2020, this session is for you. 
  • Track 2: Bobbie Starkey, RHIT, CCS-P, “Capture CDI Accuracy to Drive Quality and Revenue in the Emergency Department.” (B) In the emergency department (ED), charges come in from various ancillary departments: radiology, labs, respiratory therapy, cardiology, etc. CDI specialists, coders, and quality professionals should understand how the charges work, including drug administration code assignment and overall ED reimbursement policies. Take a fresh look at the ED revenue cycle during this session with specific insights into common diagnosis and procedure errors. Attendees will review several ED code assignment case studies to understand why success depends on a team effort between CDI, coding, and quality. Learn how documentation specialists can drive best practices in the ED to promote quality outcomes, reduce denials, and ensure CDI accuracy.

2:30 P.M.—3:15 P.M.                    
Panel Session: ACDIS Advisory Board Hot Topics and Q&A

3:15 P.M.                                           


About Your Presenters

Jennifer BolesJennifer Boles, CPC, CRC, is system manager of ambulatory CDI at Baptist Health System in Louisville, Kentucky, where she is developing a program to serve the system’s more than 300 locations and 1,100 providers. She provides education and training to support service line/quality measurements for risk-adjustment and documentation improvement. Her coding experience includes primary care, orthopedic, and cardiology. She presented for Healthcare Business Insights and at the 2018 ACDIS Symposium: Outpatient. She has also been a guest instructor for physician assistants at Sullivan University.

Sharme BrodieSharme Brodie, RN, CCDS,
is a CDI education specialist with HCPro, a Simplify Compliance brand, based in Middleton, Massachusetts. serves as a full-time instructor for the CDI Boot Camp as well as a subject matter expert for ACDIS. Her CDI experience includes a background in con­sulting in which she provided program reviews and training to medical staffs, including physician education at various healthcare facilities.

Cassie BirnbaumCassi L. Birnbaum, MS, RHIA, CPHQ, FAHIMA,
is the director of health information management (HIM) and revenue integrity for UC San Diego Health where she provides enterprise-wide leadership and strategic direction for HIM, coding, charge capture, clinical documentation, and revenue integrity. Additionally, Birnbaum serves as an adjunct faculty member for San Diego Mesa College HIM, and officer of SDHC Board and is past-president of AHIMA. Birnbaum has been named a “Distinguished Health Alumna” for the University of Kansas and a 3M 2018 “Innovator of the Year.”


Laurie BenzLaurie Benz, CCS, CPC,
is the CDI education and compliance manager at MedPartners, based in northern Illinois. She is responsible for ensuring that outpatient CDI staff are properly vetted and receive the necessary ongoing education necessary to be successful. She has enjoyed a lifelong career in healthcare with the last two decades spent focused on health information management. Benz’ experience includes level I trauma centers, large teaching facilities, surgery centers, infusion centers, and physician practices.


Ashley ChamberlandAshley Chamberland, BSN, RN, CPN,
is an ambulatory CDI specialist at Eastern Maine Medical Center (EMMC), Northern Light Health in Bangor. She has 10 years of experience in nursing in the inpatient pediatric setting and has headed EMMC’s ambulatory CDI efforts for the past two years, growing the program from one to three staff members.

Terriann DeLucia, BSN, RN,
is the CDI director for Enterprise Revenue Cycle at Northern Light Health in Brewer, Maine. She has more than two decades of experience in nursing included 16 years, at UConn Health in Farmington, Connecticut, critical access in Homer, Alaska, and a major university hospital in upstate New York. DeLucia has worked in CDI for four years and is responsible for the executive oversight and direction of the inpatient CDI programs for five Northern Light Health hospitals and one outpatient CDI program at our flagship member organization. DeLucia and her team are currently in the assessment phase for future expansion of its outpatient CDI efforts to four additional member organizations.

Andrea EastwoodAndrea J. Eastwood, RHIA, BAS, is the system director, clinical encounter and documentation excellence, at Trinity Health in Detroit, Michigan. She has more than 25 years of health information management (HIM) experience working in both acute and ambulatory care settings. She has worked at Trinity Health for the past twenty-one years at the corporate office and hospital setting in various leadership roles including CDI, HIM, care coordination, case management, and cancer program leadership. In her current role, she is responsible for CDI program leadership and oversight for the organization. Andrea has presented on CDI topics at multiple national conferences.


Barbara Lennon, MD, CDIP, CRC
, is the director of HCC education at CHESS Health Enablement Solutions
In Greensboro/Winston-Salem, North Carolina. She is an experienced physician leader specializing in the field of CDI, HCC, RAF, and ICD-10 education. Her passion for educating others and clinical background opened the door initially for her to serve as Cornerstone Health Care’s CDI director serving as the medical liaison between physicians and compliance auditors.  She plays a key role in helping various healthcare organizations to transition to value-based healthcare models of reimbursement collaborating with Medicare Advantage organizations and healthcare executives to meet contractual goals for compliant HCC diagnosis capture. This involves leading and educating healthcare providers in the areas of best documentation practices, accurate coding, compliance, HCC diagnosis capture, predictive modeling, and value-based healthcare in general.

James ManzJames W. Manz, MD, is a consultant in spine and neurosurgical surgery with the Mayo Clinic Health System. He serves as the physician chair of the Mayo Enterprise Inpatient CDI Subcommittee, physician vice chair for the Mayo Enterprise Inpatient CDI Subcommittee, and physician advisor of the Mayo Clinic Problem List Stewardship Committee. Manz was a founding member of the Certified Clinical Documentation Specialist-Outpatient Committee with ACDIS.

Shannon McCallShannon E. McCall, RHIA, CCS, CCS-P, CPC, CPC-I, CEMC, CRC, CCDS,
is the coding education director at HCPro, a Simplify Compliance brand based in Middleton, Massachusetts. In this role, she directs all the Certified Coder Boot Camp® programs, and she developed the Certified Coder Boot Camp®—Inpatient Version and the Evaluation and Management Boot Camp®. Most recently, she collaborated with the CDI team to develop the Risk Adjustment Documentation and Coding Boot Camp®. Additionally, she works with hospitals, medical practices, and other healthcare providers on a range of coding-related issues with a particular focus on education, coding reviews, and audits.

Julia Judy MoreauJulia (Judy) Moreau, RN, MBA
, is the vice-president of mid-revenue cycle for Trinity Health headquartered in Livonia, Michigan.  She is responsible for providing leadership for the organization in HIM, clinical documentation, and coding.  Prior to joining Trinity Health, Moreau worked as a consultant for Deloitte and Touché performing numerous revenue cycle, coding and compliance, and clinical trials engagements. She has also managed both private and academic physician practices. Moreau has published multiple articles on various revenue cycle related issues and presented at multiple national conferences on CDI Improvement. She has almost 40 years of healthcare experience and has a Bachelor of Science in Nursing from the University of Tennessee and an MBA from Vanderbilt University.

Karen NewhouserKaren Newhouser, RN, BSN, CCM, CCDS, CCS, CDIP
,is the CDI director of education for MedPartners in Tampa, Florida. A nurse with 40 years of experience, Newhouser has extensive experience in quality initiatives involving patient safety indicators, hospital acquired conditions, core measures, sepsis, and malnutrition, as well as ICD-10 education, auditing, data analysis, and reporting. She transitioned to a role in case management in 2001 and CDI in 2004. Newhouser transitioned to her current position in 2014. In 2015, she earned the ACDIS CDI Professional of the Year Award and has served on the ACDIS Advisory Board.



Richard PinsonRichard Pinson, MD, FACP, CCS
, is principal and medical director of Pinson and Tang LLC in Houston, Texas. He is a physician, educator, and healthcare consultant who is board-certified in internal medicine and a fellow of the American College of Physicians. He is well-recognized as co-author of the CDI Pocket Guide, Outpatient CDI Pocket Guide: Focusing on HCCs, the Pocket Guide for Coding Professionals, the CDI+MD and CDI+PG mobile apps, and the CDI for the Clinician eLearning. He is a frequent speaker at local, state, and national conferences. He authors the “Coding Corner” column for ACP Hospitalist magazine.

Laurie PrescottLaurie L. Prescott, RN, MSN, CCDS, CDIP, CRC,
is the CDI education director at HCPro, a Simplify Compliance brand based in Middleton, Massachusetts. She is an instructor for the CDI Boot Camps, subject matter expert for the ACDIS, and a member of the CCDS and CCDS-O committees and the ACDIS Advisory Board. A frequent speaker on webinars, she is the author of The Clinical Documentation Improvement Specialist’s Complete Training Guide and The Essential Guide to Supporting Quality Measures Through Documentation Improvement. Prescott has held roles in bedside care, administration, education, and compliance, and has developed and implemented a CDI program.




Brett SenorBrett Senor, MD, CRC, CCDS, is a medical director for Enjoin in Collierville, Tennessee. He is board-certified in internal medicine and has served as a hospitalist and physician advisor for a large metropolitan healthcare system in North Carolina. In his current role, he assists in the development of content for CDocT®, a web-based resource tool to define and capture conditions affecting hospital quality measures as well as proper DRG and HCC capture. He also regularly provides education and training to support the quality and risk-adjustment services lines for Enjoin working with providers, CDI specialists, and coders at health systems throughout the nation

Bobbie StarkeyBobbie Starkey, RHIT, CCS-P
, is an outpatient expert and consultant with 3M Health Information Systems. In this position, she performs in-depth outpatient documentation, coding, and charging audits for both internal and outsourced teams, and then follows up with customized, results-based training. Starkey brings 18 years of outpatient experience to her work at 3M. She has 18 years of outpatient experience, including positions as an ICD-10 project manager, outpatient coding supervisor, and corporate coder for organizations like Cleveland Clinic, Summa Health System, and HRAA.

Sonia TrepinaSonia Trepina, MPA,
is the director of ambulatory CDI services for Enjoin, based in Collierville, Tennessee. She has more than 20 years of experience in program development and management. She has extensive experience in both inpatient and ambulatory CDI methodologies including process improvement, redesign, data analysis, training, and project/change management. Prior to Enjoin, Sonia worked at Mission Health System where she led the CDI program development between the health system and the accountable care organization. Her past experiences include positions at Duke University Health System and BearingPoint in the revenue cycle sector.

Jessica VaughnJessica Vaughn, MSN, RN, CCDS
, is the outpatient clinical documentation excellence (CDE) manager at Wake Forest Baptist Health in Winston-Salem, North Carolina. She has eight years of CDI experience and is an active member of ACDIS and its North Carolina chapter. Vaughn has 22 years’ nursing experience, a master’s degree in executive leadership, and is a member of Sigma Theta Tau International Honor Society of Nursing. She helped create and leads the outpatient CDE program. She was awarded the 2016 ACDIS CDI Professional Achievement Award, is a frequent speaker and author, and serves on the Certified Clinical Documentation Specialist-Outpatient Committee.

Deanne WilkDeanne Wilk, BSN, RN, CCDS, CCS
, is the CDI manager at Penn State Health in Hershey. Her nursing background includes telemetry, private practice, and home healthcare. Over the last several years, Wilk has worked on numerous projects to advance CDI education and awareness as an instructor and consultant for both CDI and coding. She has written articles on various clinical, coding, CDI, and quality topics. She has been a speaker for ACDIS, CPHIMA, PHIMA, AHIMA, and IHI, is co-leader for the regional ACDIS Chapter for Central Pennsylvania and serves on the ACDIS Advisory Board. 





ACDIS members get $100 off. Call 615-724-7200 to receive your exclusive discount!

Pricing Details:

  • Retail price: $905.00
  • Early Bird price: $805.00 - Deadline September 21, 2019
  • Membership price: $805.00
  • Membership Early bird: $705.00 - Deadline September 21, 2019

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Location Information

Hyatt Regency AustinHyatt Regency Austin
208 Barton Springs Road
Austin, TX 78704
Hotel Website

Room rate: $255/night 

Hotel cut-off:
 Friday, October 21, 2019
Reservation Center: 1-512-477-1234 and reference the ACDIS Outpatient Symposium