ACDIS Online: CDI Summer Retreat - On-Demand

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ACDIS Online: CDI Summer Retreat - On-Demand

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ACDIS Online: CDI Summer Retreat - On-Demand

Now Available On-Demand

A retreat is a place of privacy, safety, and security. A place where like-minded individuals can come together to withdraw from the day-to-day, to study, meditate, and learn from one another. A place to take a collective breath, let the worries of the past year pass by, and recharge both personally and professionally.

That’s why ACDIS and the 2021 Events Committee developed this three-day, two-track, ACDIS Online: CDI Summer Retreat.

Be inspired by sessions focused on clinical documentation integrity (CDI) growth and advancement. Take the next step in your career by learning strategies for networking. Hone your CDI skills in sessions focused on becoming a stronger reviewer. Become a better manager by learning how to build trust within your department and organization. Connect with physicians through multiple sessions offering tactics for engagement.

*Once you have purchased this on demand event, you’ll have access to all educational sessions for 60 days.

ACDIS Online: CDI Summer Retreat - On-Demand

Who Should Attend?

  • Setting: Short-Term Acute Care
  • Titles: CDI manger/director; HIM manager/director; inpatient coder; RHIT/RHIA; physician advisor
  • Primary Market:CDI
  • Sub Market:Coding

ACDIS Online: CDI Summer Retreat - On-Demand


(15 minutes)
Welcome Remarks from the ACDIS Team

(1 hour)
Keynote Session: Noted author and Tedx speaker Bruce Pulver presents “How a "NO QUIT" Mindset Drives Outcomes and How to Develop YOURS.”
When faced with challenging and difficult times, developing a resilient mindset helps us adapt, adjust, evolve, and grow. During this presentation, attendees will learn how the power of our words can drive our beliefs, intentions, and ultimately our actions. Pulver shares his real-life experiences and teaches participants how to harness the power of words to develop a positive mindset in both our personal and professional lives.

(1 hour)
CDI Odyssey: Where Will Your Professional Journey Take You?(Track 1)
 Wondering where you might take your CDI career? Join panelists Asha Easo, RN, BSN, CCDS, previously CDI specialist at Northwestern Lake Forest Hospital, Charrington “Charlie” Morell, RN, CCDS, CDI division director at HCA Healthcare, Shirlivia M. Parker, MHA, RHIA, CDIP, CDI manager at University of California Davis Medical Center, Tami McMasters Gomez, Director of CDI at UC-Davis, and Nancy Skaw, RHIT, CCS-P, CCDS-O, outpatient CDI specialist at Mayo Clinic Midwest, as they discuss the various and unexpected avenues their foray into the documentation improvement world have taken them.

Implementing Query Impact & Proving the Benefit (Track 2)
Trinity Health CDI Director Andrea Eastwood, RHIA, BAS, and Trinity’s Vice President of Mid-Revenue Cycle Judy Moreau, RN, MBA, share their program’s efforts to improve CDI query functionality from pilot to training to implementation at 40 sites across the enterprise. During this session, participants will learn workflow pros and cons, tools to ensure the accuracy of query outcomes, effective ROI tracking tips, and methods to create their own benchmarking.

(1 hour)
Tips to Tailor Your CDI Orientation Program: Do Your Efforts Measure Up? (Track 1)
Johanne (Jo) Brautigam, BSN, RN, CCDS, and Joseph Lintz, RN, BSN, BS, CCDS, know that not every CDI team is the same. Neither is every CDI specialist. This session provides participants with the tape by which to measure their health systems’ requirements, assess a new hires’ skill set, and tailor orientation programs to ensure the success of both educators and CDI staff.

Gotcha! A CDI Physician Advisor’s Guide to Effective Chart Reviews (Track 2)
Trey La Charité, MD, FACP, SFHM, CCS, CCDS, medical director for CDI and coding at the University of Tennessee Medical Center (UTMC) in Knoxville, Tennessee, asks “Would you like to get more out of your reviews, learn how to be more efficient, and understand which charts really only need a quick glance?” Attendees will learn how to identify the most valuable pieces of an admission H&P, where the real rewards are located, how to interpret common lab results, and avoid frequent pitfalls that derail many CDI efforts.

(30 minutes)
Recorded Q&A sessions with ACDIS Director Brian Murphy & Selected Speakers

Listen to recorded question and answers sessions for more insight into CDI best practices. All questions were submitted by participants during the live event. 

(1 hour)
Keynote Session: Vice President and Master Facilitator at Bluepoint Leadership Services Joan Peterson, presents “Leading Change.”
During this session, Peterson shares tools that can immediately be used to build personal resilience as well as tools to help positively impact those around us. Participants will complete a self-assessment to identify current strengths and opportunities for growth as well as exploring key areas of resilience including growth mindset, self-compassion, optimism, and innovation.

(1 hour)
How to Be the Best CDI Specialist: It’s Not What You Think (Track 1)
Professional success is always at the forefront of our minds. We read about it, we hear about it and we want it for ourselves. But what prevents us from reaching our maximum potential? The answer is quite simple… we do! During this session, Elizabeth Aguirre, MD, CCDS, an inpatient clinical documentation physician lead in Texas, encourages participants to slow down and focus on the personal development necessary to become their best selves.

Denials and Mismatches Build a Stronger Reviewer (Track 2)
Too often, organizations see denials as a detraction from the benefits of CDI reviews. Ronald Singell, RN, CCDS, CDI specialist at TMC Healthcare in Tucson, Arizona, says such denials can provide CDI program insight and build clinical knowledge. During this session, participants will understand how to leverage denials into educational and collaborative opportunities.

(1 hour)
Ethics in CDI (Track 1)
Dawn Valdez, RN, LNC, CDIP, CCDS, CDI education specialist and CDI Boot Camp instructor for HCPro in Middleton, Massachusetts, explores how CDI specialists’ roles of differ from that of traditional coding or clinical roles and how applying compliant coding and querying practices are essential aspects of any CDI program. Participants will learn how the ACDIS Code of Ethics, Guidelines for Compliant Query Practices, and the evolution of the medical record all play a part in helping CDI professionals practice their craft effectively.

Management of Physician Support on a Virtual Platform (Track 2)
Misty Hollandsworth, RN, CCDS, CDI supervisor and Amber Horton, BSN, RN, CCDS, CDI specialist for Parkview Health, share their effort to adapt physician education to a virtual platform. During this session, participants will explore opportunities to collaborate with coding on education, understand challenges and benefits of transitioning to a virtual platform, and focus in on top concerns Parkview reviewed in collaboration with its hospitalist physician team.

(30 minutes)
Recorded Q&A sessions with ACDIS Director Brian Murphy & Selected Speakers

Listen to recorded question and answers sessions for more insight into CDI best practices. All questions were submitted by participants during the live event. 

(1 hour)
Regulatory Committee Update
Regulatory Committee Update: Howard Rodenberg, MD, MPH, CCDS, chair of the ACDIS Regulatory Committee and the CDI physician advisor at Baptist Health in Jacksonville, Florida, and Sharme Brodie, RN, CCDS, CCDS-O, CDI education specialist and CDI Boot Camp instructor for HCPro in Middleton, Massachusetts, discuss proposed changes to the inpatient prospective payment system, how to compose effective feedback to the Centers for Medicare & Medicaid Services (CMS) related to those changes, and how to best address regulatory concerns related to CDI practices.

(1 hour)
Training from a Remote Work Environment (Track 1)
William Rivas, CDI manager/educator at AdventHealth in Deland, Florida, shares tips related to successfully onboarding 14 new hires into frontline CDI roles at his facility while working remotely. Rivas focuses on how to grow the team, improve productivity metrics, and train new hires with no CDI experience.

First, They Ignore You, Then You Win: The Evolution of Provider Engagement (Track 2)
With this presentation, Vladimir-Ducarmel “Vlad’” Joseph, MD, provider CDI education lead for Trinity Health of New England in Hartford, Connecticut, shares the evolution of provider CDI education and engagement within his organization while touching base on the barriers and methods to efficiently engage providers.

(1 hour)
CDI Job Satisfaction: Pathways to Professional Growth & Advancement (Track 1)
Sharon Krug, Med, BSBA, RN, CCDS, teaches attendees how clinical career ladders, advanced CDI roles, CDI education, performance management, and remote work can all lead to greater staff satisfaction.

Mutually Accountable Leadership (Track 2)
During this session, Steven L. Griffin, DNP, RN, CCM, CCDS, senior CDI director at Ascension Health in Soddy Daisy, Tennessee, explores the theory of “Mutually Accountable Leadership (MAL),” an evidence-based management philosophy which asserts that managers and employees are equally accountable to each other for the success of the team. Participants will gain a methodological understanding of MAL and learn how to incorporate such practices into their own programs.

(30 minutes)
Building a Successful CDI Program: Tools for DIY Metrics (Track 1)
Hassan Rao, MD, and Pence Livingston, BSN, RN, offers attendees an opportunity to learn an efficient system of tracking and reporting to identify highly accurate financial and quality metrics with an eye toward how these metrics can be developed and tracked without the need for sophisticated CDI software.

Learning from Queries: A Systematic Approach to Individualized Physician Education (Track 2)
Do you have physicians or other clinicians who get the same queries over and over again? Join Clarissa Barnes, MD, physician advisor at Avera, in Sioux Falls, South Dakota, to understand how to help your providers learn from their queries as you adapt education to each individual. In this session, attendees will explore Avera’s comprehensive but individualized education plan and learn how to leverage known query data to target areas of learning for clinicians.

ACDIS Online: CDI Summer Retreat - On-Demand


Elizabeth Aguirre

Elizabeth Aguirre, MD, CCDS, is a board-certified internal medicine physician with 10 years of hospital medicine experience and six years of CDI experience. She is passionate about person-centered wellness with a focus on mental and spiritual health to maximize quality of life and work performance. She has served as a mentor to numerous residents and led many speaking engagements in health and wellness. Aguirre credits her husband Derick for her unique perspective on mental and spiritual health.

Clarissa Barnes

Clarissa Barnes, MD, is a physician advisor for the Avera Health System and Avera McKennan Hospital and University Health Center. She is the vice president for member engagement for the American College of Physician Advisors. In her clinical role, she is an internist currently practicing as a hospitalist. Barnes comes to the role with an interest in creating new ways to educate physicians and CDI/UR staff, as well as an enthusiasm for bringing people together to learn from each other and create system initiatives.

Johanne E. Brautigam

Johanne E. Brautigam, BSN, RN, CCDS, is CDI manager at Roper Saint Francis Healthcare in Charleston, South Carolina, where she manages a team of 11 CDI specialists covering four hospitals in the Low Country. She has more than 25 years of experience as a critical care nurse, working throughout the United States and the United Kingdom. After settling in Charleston, she took the leap into CDI in 2011, earned her CCDS in 2012, and took on the role of manager in 2013. She is a member of the CDI Leadership Institute and the CDI Master Minds, president of the South Carolina ACDIS chapter, and co-author of The CDI Director’s Cut: A Guide to Effective Program Management.

Sharme Brodie

Sharme Brodie, RN, CCDS, CCDS-O, is a CDI education specialist with HCPro, a Simplify Compliance brand, based in Middleton, Massachusetts where she 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.

Asha Easo

Asha Easo, RN, BSN, CCDSbelieves in having integrity, which has served her well in life and in her career as a CDI specialist. Easo has worked in academic, large, and small community hospitals. In 2011, she transitioned from her role as a staff nurse to a CDI specialist, and in 2013, she attained CDI certification. She has worked as a CDI specialist for almost 10 years, and during this time she has worked closely with coding teams, management, and physician advisors. She has given CDI-related presentations at physician team/hospital department meetings. She has a great rapport with her team, management, physician advisors, and the coding team. She has experience in hospice/PSI/HAC second-level CDI reviews. Easo holds a Bachelor of Science in Nursing from Elmhurst College.

Andrea Eastwood

Andrea Eastwood, RHIA, is a health information management (HIM) professional with over 25 years of experience in both acute and ambulatory care settings. She has worked at Trinity Health for the past 23 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 as system director for clinical encounter and documentation excellence, she is responsible for CDI program leadership and oversight across both inpatient and observation CDI. Eastwood has presented on CDI topics at multiple national conferences.

Steven L. Griffin

Steven L. Griffin, DNP, RN, CCM, CCDS, has 30 years of experience with developing and leading healthcare teams in various settings, including acute care, home health, skilled nursing facilities, commercial insurance, a Medicare fiscal intermediary, and a healthcare consulting firm. Griffin has implemented and led CDI teams in a 400-bed hospital, a 10-hospital system, and a 150-hospital system where he is currently the national leader of CDI.

Amber Horton

Amber Horton, BSN, RN, CCDS, graduated from Ball State University in December 1999 with a Bachelor of Science in Nursing. In the early years of her career, she worked in family practice, endoscopy, ophthalmology, the post-anesthesia care unit, secondary recovery, and the surgical admissions unit. Of her 20-plus years of nursing experience, most were spent in surgery as a circulator. Horton transitioned into her CDI journey in June 2015, earning her CCDS certification in March 2018.


Vladimir-Ducarmel “Vlad” Joseph obtained his MD degree from Faculté de Médecine et de Pharmacie de l'Université d'Etat d'Haïti and his MHA degree from George Washington University. He currently serves as the regional provider CDI education lead and the CDI CME activity director at Trinity Health of New England. His areas of interest and expertise include physician leadership, team dynamics, and CDI provider education and engagement.

Sharon Krug Sharon Krug, MEd, BSBA, RN, CCDS, has a 40+ year nursing career, but her dream job is clinical documentation. During her 18 years as a CDI nurse, she has never had a boring day. The challenges are not really challenges, but opportunities to learn, explore, and grow. Fortunately, her team of 19 nurses shares that same love for CDI and embraces the challenges as well as every opportunity to learn, grow, and expand their role.
Trey La Charité

Trey La Charité, MD, FACP, SFHM, CCS, CCDS, is the medical director for CDI and coding at the University of Tennessee Medical Center (UTMC) in Knoxville, Tennessee. He is a past ACDIS Advisory Board member and a regular presenter at the ACDIS pre-conference physician advisor boot camp and the annual ACDIS meeting. Besides being a practicing hospitalist, he is a clinical assistant professor of internal medicine and is the curriculum director of the residency program’s hospitalist rotation. He has also previously served as the medical director of UTMC’s primary care outpatient CDI initiative. He has written four books in the field of CDI that address physician advisor training, program management, and recovery auditor appeals.

Tami McMasters Gomez Tami McMasters Gomez, CCDS, CDIP, BS, (MHL), started her journey into healthcare nearly 30 years ago as a file clerk in the medical records department of a small rural hospital. It was there that she learned a number of important skills, including coding. In 1997, Gomez transferred to UC Davis and has worked in a variety of roles, including coder, auditor, supervisor, manager, and director. In addition to her full-time role at UC Davis, Gomes is actively working on her master’s degree. 
Joe Lintz

Joe Lintz, RN, BSN, BS, CCDS, is a CDI specialist at Roper St. Francis Healthcare in Charleston, South Carolina. He has more than 27 years of nursing experience in CDI as a hospitalist clinical care coordinator, quality improvement specialist, and case manager/UR specialist. Lintz has prior teaching experience with ICD-10 preparation, and he helped develop and teach query compliance and standardization within the Roper St. Francis Healthcare system. In addition to his current role, he serves as a physician liaison for physician engagement related to documentation. Lintz was a speaker at the 2019 ACDIS conference as well as the 2019 3M Client Experience Summit.

Pence Livingston

Pence Livingston, BSN, RN, is the manager of CDI at Denver Health Medical Center in Denver, Colorado. She has 23 years of nursing experience, with 13 years in CDI. She was a founding member of the inpatient CDI team in 2009 and helped to develop the process of reviewing PSIs and HACs. In 2017, Livingston implemented an outpatient CDI project that is now a permanent program. In her current role, she collaborates with quality, coding, and provider partners to ensure clinical and coding integrity. She is a co-leader of the Colorado ACDIS chapter.

Judy Moreau

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 Touche performing revenue cycle, coding and compliance, and clinical trial engagements. She has also managed both private and academic physician practices. Moreau has published multiple articles on revenue cycle–related issues and presented at multiple national conferences on CDI.

Charrington Morell

Charrington Morell, BSN, RN, CCDS, was the original member of the CDI team at Regional Medical Center Bayonet Point in 2009. Following a consultant-led “boot camp,” she joined the Florida chapter of ACDIS and served as vice president. She has attended the ACDIS conference almost every year. Morell’s 25 years of nursing experience encompass ICU/CCU, telemetry, case management, and home healthcare. In 2013, she was promoted to CDI manager of HCA’s West Florida Division, then advanced to director of CDI in 2015. She leads a staff of 24 CDI professionals in 15 facilities.

Shirlivia Parker

Shirlivia Parker, MHA, RHIA, CDIP, is the CDI manager at University of California Medical Center at Davis in Sacramento, California. She has a master’s degree in health administration from the University of Phoenix in Phoenix, Arizona, and a bachelor’s degree in HIM from the University of Louisiana at Lafayette. Parker has over 19 years of revenue cycle experience serving in roles including HIM director, CDI physician educator, clinical coder/auditor, CDI specialist, and denials management expert.

Joan Peterson Joan Peterson is vice president, master facilitator, and leadership coach at Bluepoint Leadership Development, a Simplify Compliance brand. She is a highly skilled facilitator and coach with more than 20 years of hands-on experience working with leaders at all levels and in many industries. She is noted for her energetic and interactive facilitation style. Her feedback typically includes these words: engaging, excellent, enthusiastic, informative, and professional. She is equally adept at working with frontline emerging leaders as she is with executive teams.
Bruce Pulver Bruce Pulver is passionate about the power of our words and the influence they have on attitude, mindset, and results. In his book, Above the Chatter, Our Words Matter: Powerful Words That Changed My Life Forever, Pulver shares his experiences and examples of how to take control over the words we use. He believes that choosing how we speak to ourselves and others controls our mindset and gets us to the results we hope for and deserve in life. His book contains a collection of 400 consecutive days of writings that focused on a single word each day of self-encouragement and inspiration, which he wrote to get through a difficult period in his life.
Hassan Rao

Hassan Rao, MD, graduated from the University of Missouri-Kansas City School of Medicine and completed his internal medicine residency at the University of Colorado. After residency, he practiced as an internal medicine hospitalist at Denver Health and was appointed assistant professor at the University of Colorado School of Medicine. Dr. Rao has been the physician advisor to the CDI team at Denver Health since 2018 and has served as the physician advisor to coding since 2020.

William Rivas  

William Rivas, RN, CCDS, is the CDI manager/educator at AdventHealth in DeLand, Florida. Rivas has been a leader in various settings within the AdventHealth organization and has held roles including regional manager, educator, and interim director. In 2020, COVID-19 prompted his CDI team to transition to remote work. As the regional educator, he was able to utilize his leadership experience and creative thinking to train new CDI staff from a remote work environment. Results included improved CDI metrics and a productive group of new hires that contributed to improved documentation.


Howard Rodenberg

Howard Rodenberg, MD, CCDS, MPH, is a physician advisor for CDI at Baptist Health in Jacksonville, Florida. An emergency physician by training, he has served as an associate professor at the University of Florida; as emergency services medical director; and as health department director for Florida’s Volusia County and the state of Kansas; he has also worked with NASA on the space shuttle program. He has authored multiple publications and book chapters and given presentations around the world. He is a frequent contributor to the ACDIS Blog.

Ronald Singell

Ronald Singell, RN, BSN, CCDS, has been an RN since 1994. He started in med-surg and then moved to the ICU for 13.5 years. After that, Singell became a CDI specialist and got his CCDS credential two years later. He has developed workflows that have helped improve productivity for the CDI team. He also develops and shares reports that allow for evaluation of CDI goals and metrics.

Nancy Skaw

Nancy Skaw, CCS-P, RHIT, CCDSO, is an outpatient CDI specialist at Mayo Clinic Midwest in Eau Claire, Wisconsin. With more than 25 years’ experience in all facets of revenue cycle such as patient services, denials management, patient financial services, and CDI, she brings a wealth of knowledge to her team. Her coding experience includes primary care and cardiology. Skaw was selected in 2016 to participate in the outpatient CDI pilot at Mayo Clinic Midwest that is now operational across the Mayo enterprise. Her efforts in training and education have facilitated onboarding other Mayo Midwest sites to operational status.

Dawn Valdez, RN, LNC, CDIP, CCDS, is a CDI education specialist for HCPro, a division of Simplify Compliance LLC, in Middleton, Massachusetts. Valdez is a CDI Boot Camp instructor and a subject matter expert for ACDIS. She has over 25 years’ experience in the healthcare industry, including ICU nursing and legal nurse consulting. Previously, she was a nurse manager for a large third-party administrator, where she initiated a nurse audit program. She was also a clinical educator and CDI manager for a large hospital system, where she conducted training, performed staff audits, and provided education to coding and CDI professionals. Valdez has presented nationally and locally for ACDIS and is a frequent guest on the ACDIS Podcast.  

ACDIS Online: CDI Summer Retreat - On-Demand


Retail price: $499.00

Membership price: $479.00

Group pricing is as follows:

  • 4-10 attendees = each attendee receives 10% discount off retail price
  • 11-15 attendees = each attendee receives 15% discount off retail price
  • 16-20 attendees = each attendee receives 20% discount off retail price
  • 21+ attendees = each attendees receive 25% discount off retail price

Call Customer Service at 800-650-6787 x4005 and email to receive your Exclusive Member Discount or Group Pricing.