Essential Leadership and Management Skills in CDI

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Essential Leadership and Management Skills in CDI

Product Code: ELBC

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This live virtual Boot Camp is perfect for those looking to expand their CDI knowledge with instructor-led education that can be accessed from the comfort of your own home. Classes are led by our expert instructors, typically take place over the course of a week or two, and allow instructor/student interaction and engagement.

Essential Leadership and Management Skills in CDI


This live virtual Boot Camp is perfect for those looking to expand their CDI knowledge with instructor-led education that can be accessed from the comfort of your own home. Classes are led by our expert instructors, typically take place over the course of a week or two, and allow instructor/student interaction and engagement.

Leadership and management training from the experts at ACDIS

This live virtual boot camp with ACDIS’ CDI Director Laurie Prescott, RN, MSN, CCDS, CCDS-O, CDIP, CRC, provides essential leadership and management training for new or aspiring leaders in CDI.

Many take on the CDI manager role with little preparation or understanding of the CDI function, how to manage and staff the department, or how to develop a department mission and department strategy that align with your organization’s goals.

This course will give you the knowledge and confidence you need to become an effective leader in CDI. We prepare leaders so that they are better equipped to:

  • Influence and drive value in collaboration with other department leaders and C-suite executives
  • Lead their team to boost effectiveness and enhance employee engagement, satisfaction, and skills

While many courses focus on general leadership concepts, ACDIS developed this course to address the specific leadership skills and challenges in CDI.

This course will give you strategies for how to:

Lead at the organizational level. An essential first step is to understand the far-reaching impact CDI has across the organization (quality, healthcare data reporting, denials, compliance). We explore how you, as a leader, can collaborate across the departments and leverage the power of a strong CDI department to support your organization’s financial, quality, and strategic goals.

Put compliance front and center to drive success and prevent risk. Successful CDI leaders are acutely aware of how to identify compliance risk areas so they do not leave their department open to vulnerabilities. You will leave with ideas and best practices for conducting internal audits and an understanding of denials management.

Hire, develop, and manage staff successfully. CDI leaders across the country struggle to find and grow talent within their teams. We give solid advice—specific to CDI—for how to screen, interview, and hire strong CDI specialists and how to develop them over time.

We delve into CDI metrics and offer tips for communicating program and staff effectiveness up and down in the organization.

Directing the CDI department. Defining the mission of your department, charting goals growth and expansion, and managing change encourages purpose-driven leadership. You will receive guidance on how to intentionally utilize your department mission to evaluate opportunities and requests of your department.

The Essential Leadership and Management Skills in CDI Boot Camp will help you:

  • Connect how reimbursement methodologies, payer methodologies, healthcare data and compliance, and the CDI function relate to one another
  • Understand common CDI metrics and how to monitor, interpret, and report on staff effectiveness
  • Successfully perform management responsibilities within CDI specifically, such as creating job descriptions, interviewing candidates, and managing remote employees
  • Gain strategies for how to define your program’s mission, reporting structure, and staffing modules
  • Take home ideas for department policies and department expansion


Looking to train your whole team? We can bring our expert instructors to you! Learn more here!

For more detailed information about our Boot Camps, contact us at 615-724-7200 or email

Essential Leadership and Management Skills in CDI

Course Outline

1. Introduction to CDI
People are often assigned the responsibility of management of a CDI department or CDI staff without knowledge of the role and responsibilities. This course begins with a discussion about the CDI manager or leader role as well as the regulatory guidance that directs CDI practice.

This module discusses the Inpatient Prospective Payment System (IPPS) and CDI function related to code assignment and MS-DRG grouping. The module offers a dive into CDI function and how it impacts organizational goals.

3. Introduction to Outpatient CDI
The module covers the evolution of CDI into the outpatient setting. It reviews CDI efforts related to the emergency department, observation, and primary care/clinic reviews. The instructor will steer the discussion to cover the various missions related to outpatient CDI, which include:

  • Denials prevention
  • Risk adjustment
  • Charge capture
  • Quality

4. Other Payer Systems
This module continues discussing healthcare reimbursement, touching on a number of methodologies within both the inpatient and outpatient settings, including bundled payments, accountable care organizations, risk adjustment, and billing.

5. Health Care Data and Public Reporting
The impact of CDI function upon quality reporting is well established within the industry. This module covers a number of CMS quality monitors and CDI function related to the reporting of this data and organizational reimbursement.

6. CDI Practice: Record Review and Query
This module reviews the basics of CDI function to include record review and query compliance.

7. Revenue Cycle Audit Activities
Understanding compliance is a core competency for CDI function. This module covers the number of efforts in place to monitor compliance including RAC, OIG, and PEPPER data. It also reviews the Medicare appeals process.

8. CDI Metrics
Managers must monitor and communicate staff function and effectiveness. This module discusses standard metrics used to measure departmental function and benchmarking.

9. Managing Your CDI Staff
Managing staff can be challenging. This module provides direction in how to do so, covering the functions of managing people and a CDI program, including screening applicants, interviewing, hiring, and training. The discussion includes competency assessments and what to consider when employees are working remotely.

10. Directing Your CDI Department
Directing a department is different than managing and has different responsibilities. This module offers guidance related to departmental mission, reporting structure, staffing models, written policies, and job roles.

11. CDI Expansion: Managing Change
The impact of CDI continues to grow and managers must thoughtfully engage in this process to plan change and grow your department and mission.

Essential Leadership and Management Skills in CDI


Day 1 

Introduction to CDI

  • Impact of Documentation
  • Roles- CDI & Coding Professionals
  • UHDDS Definitions/Reportable Diagnoses
  • ICD-10 CM/PCS
  • The Official Guidelines for Coding & Reporting



  • IPPS Reimbursement Methodology
  • CDI Process & IPPS


Introduction to Outpatient CDI

  • ED setting
  • Observation patients
  • Primary Care/Clinic Settings

Day 2 

Discussion/Clarification and Review of Day One Material

Other Payer Systems

  • APR DRGs
  • Bundled Payment
  • Per Diem Rates
  • Risk Adjustment
  • Medicaid
  • Commercial Insurance
  • OPPS (APCs, Evaluation & Management)


Health Care Data & Public Reporting

  • Public Reported Data
  • Adverse/Never Events
  • CMS Quality Measures
  • Hospital Readmission Reduction Program
  • Hospital Acquired Condition Reduction Program
  • Hospital Value Based Purchasing
  • Patient Safety Indicators


CDI Practice- Record Review & Query

  • The CDI Process of Record Review
    • Inpatient Setting
  • Outpatient Setting
  • Compliant Query Practice

Day 3 

Discussion/Clarification and Review of Day Two Material 

Revenue Cycle Audit Activities

  • Comprehensive Error Rate Testing Recovery Auditors
  • Program Safeguard Contractors
  • Office of the Inspector General
  • Medicare Administrative Contractors
  • Quality Improvement Organizations
  • Supplemental Medical Review Contractor Risk Adjustment Audit Validation
  • Denial Appeals Process
  • Commercial Audits
  • PEPPER Data
  • Medicare Appeals Process


CDI Metrics

  • Key Metrics Used in CDI
  • Using Metrics to evaluate:
    • CDI Productivity
    • Provider Engagement
    • Educational Needs
    • Staff Performance


CDI Metrics Continued

Day 4 

Discussion/Clarification and Review of Day Three Material 

Managing Your CDI Staff

  • Traits/credentials of a successful CDI professional
  • CDI Job Descriptions
  • Interview/Hire/Train
  • Preceptors & Mentors
  • Evaluating Staff Performance
  • Career ladders
  • Competency Assessment
  • Remote CDI


Directing Your CDI Department

  • Key Department Policies
    • Query
    • Escalation
    • Reconciliation
    • Internal Audit
    • Staffing
    • Remote Employment
    • Dress Code
  • Specific CDI Job Roles
    • Physician Advisor
    • CDI Educator
    • CDI Auditor
    • CDI Analyst
    • CDI Denial Management
    • Committees & Groups
    • Provider Engagement
    • Multi-Campus Management
    • Vendor Contracting


CDI Expansion: Managing Change

  • Potential areas of expansion
  • Managing the process of expansion
  • How to respond to requests of mission expansion

Essential Leadership and Management Skills in CDI

Learning Objectives

  1. Explain how organizations are reimbursed under the IPPS

  2. Understand the significance of the MS-DRG reimbursement methodology and discuss its associated key elements like Present on Admission (POA) and Hospital Acquired Conditions (HACs)
  3. Compare and contrast the IPPS and OPPS
  4. Discuss OPPS topics such as APCs, provider E&M, HCCs
  5. Discuss payment methodologies such as bundled payments, ACOs, risk adjustment, per diem rates, Medicaid and private insurances
  6. Discuss the use and impact of publicly reported healthcare data
  7. Discuss CMS quality reporting and potential for CDI impact
    • HRRP
    • HVBP
    • PSI
    • HACRP
  8. Describe the traditional role of the Clinical Documentation Specialist (CDS)
  9. Define the role of a “query” in CDI/coding
  10. Identify and discuss the resources available to guide when and how to query based on professional industry standards
  11. Recognize the importance of creating policies to define the query process and discuss the basic elements that should be addressed in the policy
  12. Describe the function and focus of the following audit initiatives
    • Comprehensive Error Rate Testing
    • Recovery Auditors
    • Program Safeguard Contractors and Zone Program Integrity Contractor
    • Office of Inspector General
    • Medicare Administrative Contractor
    • Quality Integrity Organization
    • Supplemental Medical Review Contractor
    • Commercial Audit
    • Risk Adjustment Data Validation
  13. Discuss the skill set & personality traits of a desirable CDI specialists
  14. Identify items to be included within a CDIS Job description
  15. Discuss the planning and implementation of an interview
  16. Identify steps needed to develop a thorough & complete training plan
  17. Apply the concept of career ladders to CDIS
  18. Identify methods of competency assessment/employee performance assessment
  19. Discuss the pros & cons related to remote CDI practice
  20. Identify policy considerations related to the management of remote staff 
  21. Identify key departmental policies related to CDI
  22. Discuss Specific job roles related to CDI & their responsibilities
  23. Discuss CDI reporting structures & communications within an organization
  24. Discuss opportunities and methods related to provider engagement
  25. Identify considerations applied to managing across several facilities
  26. Discuss the many possible foci of a CDI Program
  27. State the importance of a clear, defined departmental mission
  28. Demonstrate how to use a mission statement to evaluate needs related to growth and expansion of the CDI department
  29. Discuss how to communicate your concerns related to expansion of your present responsibilities

Essential Leadership and Management Skills in CDI

Course Locations & Dates

Below is the current course schedule for upcoming classes of this CDI Boot Camp. We update this schedule on a regular basis. 

Registrations are processed in the order received. Class size is limited, and classes often sell out. We recommend against making travel arrangements until after we have confirmed your course registration.

To register for a class, click the "Register" button. If you would like to register multiple attendees, fill in the "Additional Attendees" box.
For larger groups, contact Customer Service at (800) 650-6787 to inquire about group rates. 

Locations marked as "Tentative" are subject to change.

To view our cancellation policy, click here.

September 2023

Atlanta, GA


September 25 – 27, 2023
8:00AM – 5:00PM (Day 1 & 2)
8:00AM – 4:00PM (Day 3)

Hyatt Place Atlanta/Buckhead
3242 Peachtree Road, NE
Atlanta, GA 30305
Hotel website

Room Rate: $129/night
Room Rate Cut-Off: August 23, 2023



Essential Leadership and Management Skills in CDI

Continuing Education

This program has been approved for 21.5 continuing education units towards fulfilling the requirements of the Certified Clinical Documentation Specialist (CCDS) certification and CCDS-O (outpatient) certification, offered as a service of the Association of Clinical Documentation Integrity Specialists (ACDIS).

This program has prior approval of the AAPC for 21.5 Continuing Education Units. Granting of this approval in no way constitutes endorsement by the AAPC of the program, content or the program sponsor.

This program has been approved for continuing education unit(s) (CEUs) for use in fulfilling the continuing education requirements of the American Health Information Management Association (AHIMA). Granting of Approved CEUs from AHIMA does not constitute endorsement of the program content or its program provider.

Essential Leadership and Management Skills in CDI


Simplify Compliance and HCPro place the highest priority on the safety of our guests. In preparation for attendance at our events, we want to share the following measures to promote health and well-being:

  • Per current CDC guidelines, if the county where our event is located is deemed to be within the high level of COVID-19, it will be recommended that all attendees, regardless of vaccination status, wear masks when indoors except while actively eating or drinking.
  • Food service will follow the safety guidelines implemented by the hotel.

To view all the safety measures that a specific hotel has implemented, please see the information listed on their website.

Simplify Compliance and HCPro will continue to monitor the COVID-19 environment and the recommended guidelines and will communicate adjustments to the onsite policies and procedures as necessary.