Growing Your CDI Program: Tips for Hiring and Training New Staff Members - On-Demand

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Growing Your CDI Program: Tips for Hiring and Training New Staff Members - On-Demand

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Growing Your CDI Program: Tips for Hiring and Training New Staff Members - On-Demand

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Available ON-DEMAND

Presented on:
Thursday, November 5, 2015

Presented by:
Natalie Esquibel, RN, MS, BSN, CCDS
Cynthia L. Stefl, RN, BSN, CCDS

Sponsored by:

You made the case and got the okay to hire new CDI staff—now what? Who will you hire, and how will you train them? How will you assess your new staff members’ adjustment and ensure they receive the education and support they need to become successful members of your CDI team?

Natalie Esquibel, RN, MS, BSN, CCDS, and Cynthia L. Stefl, RN, BSN, CCDS, will explore tips to identify the best candidates for the role, suggest potential interview questions for candidates, describe their program’s onboarding process, and demonstrate the ups and downs of new hire training in the growing world of CDI. 

At the end of this on-demand program, participants will be able to:

  • Define the need for new/additional CDI staff
  • Identify key attributes for new hires
  • Explain industry standards for core CDI roles and responsibilities
  • Adapt candidate interview questions to current facility needs
  • List metrics to track new hire progress
  • Define possible onboarding scenarios
  • Explain potential training methods


1)      Choose the right candidate

     a)      Industry job standards and expectations

     b)      Subjective measures: Skills and personality

     c)       The interview process

2)      Orientation

     a)      Setting the expectations and building the foundation

     b)      How long is the orientation process? What is planned—and expected—for each week?

     c)       Mentoring and job shadowing

     d)      Interfacing with coding and other departments

     e)      Metrics and tracking training success

3)      Training structure and manuals

     a)      Policies and procedures

     b)      Query basics and models

     c)       External options and effectiveness

4)      Q&A (not live)

Who should listen?

CDI specialists, CDI managers, CDI directors, HIM directors, case management directors

Meet the Speakers

Natalie Esquibel, RN, MS, BSN, CCDS, is the program manager of clinical documentation integrity education with Sisters of Charity of Leavenworth in Denver, Colorado. She has been a nurse for eight years and has three years of experience working specifically with CDI. In her role, she works closely with physician and CDI education, provides second-level reviews, and collaborates with various professions to support the integrity of the chart. Additionally, Esquibel currently serves as chair of the Colorado ACDIS chapter.

Cynthia L. Stefl, RN, BSN, CCDS, is CDS Manager - Clinical Documentation Integrity at SCL Health in Lakewood, Colorado, and manages the day-to-day operations of the teams. She has been responsible for the selection and onboarding of numerous CDI staff, including onsite, remote, contract and permanent CDSs. She has over 30 years of professional experience in healthcare including critical care and medical-surgical nursing, nursing management and administration, and case management. She has also led the CDI initiative at a multi-hospital program and participated in corporate level CDI projects in the area of CDI policy and procedure, CDS orientation, process flow, quality monitoring, compliant query templates, and physician engagement.

Continuing Education

This program has been approved for 1 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. These credits expire on 11/04/16.

The program has been approved for 1.0 continuing education units 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). These credits expire on 11/04/16.

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 also 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 $259 value! 

Participation in this webinar is just $259 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.