ACDIS Symposium: Outpatient CDI

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ACDIS Symposium: Outpatient CDI

Product Code: CDI09182017

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ACDIS Symposium: Outpatient CDI

September 18–19, 2017  |  Hilton Oak Brook Resort & Conference Center

The inaugural ACDIS Symposium: Outpatient CDI features two days of education and networking dedicated to the fastest-growing area of clinical documentation improvement (CDI): the outpatient setting. Join us for this one-of-a-kind conference featuring two concurrent educational tracks of diverse sessions for both managers/leaders and clinical chart reviewers, 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
  • 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?

  • 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 


Is there a discount for ACDIS members?
Yes! ACDIS members receive a $100 discount on the symposium registration fee (and they can save an additional $100 by registering before July 17 for early bird pricing). Call 800-650-5787 to receive your discount, or click here to become an ACDIS member!

What if I need to cancel or transfer my registration?
To view our cancellation policy, click here.

Does HCPro ever share contact information (e.g., name, address, phone number, email address, etc.) with other companies?
Historically, we have not shared contact information with anyone outside of our company. However, it is possible that at some point we might share contact information with other companies that offer products and services that we think would be of interest to our customers. If you would like us to keep your contact information confidential, please let us know so that we can flag your information in our customer database as “Do Not Share.”

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.


DAY 1 | Monday, September 18, 2017

7:00 A.M. – 8:00 A.M.
Registration and continental breakfast

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

8:30 A.M.—9:30 A.M.
Breakout Sessions (choose 1 of 2)

Track 1: Clinical and Coding
Outpatient Query Practices: Building Compliant Queries
Sharme Brodie, RN, CCDS

There is much guidance related to the query process on the inpatient side, but what about the outpatient side? Do the same rules apply? This session explores the differences between inpatient and outpatient querying and possible challenges that arise.

Track 2: Management and Strategy
Beyond the Walls: Building an Ambulatory CDI Program
Nicole Fox, MD, MPH, FACS, CPE

Hear how one institution built an ambulatory CDI program from the ground up. This session will cover defining goals, building your team, securing administrative support, and identifying resources.  Fox discusses engaging physicians in the process, providing ongoing education and feedback to physicians, and defining metrics and measuring success.

9:45 A.M.—10:45 A.M.
Breakout Sessions (choose 1 of 2)

Track 1: Clinical and Coding
The Ins and Outs: Inpatient and Outpatient Coding

Documentation improvement efforts are increasingly expanding into the outpatient setting. Join this session to learn the fundamental differences between coding for inpatient versus outpatient services. Let’s explore areas where documentation improvement efforts can have the most impact!  

Track 2: Management and Strategy
From Inpatient to Outpatient: Defining the Different Documentation, Coding, and Reimbursement Requirements
Kathryn DeVault, MSL, RHIA, CCS, CCS-P, FAHIMA

Don't miss this opportunity to evaluate outpatient CDI from the ground up. The outpatient prospective payment system (OPPS) is complex and requires a thorough examination of all the components impacting outpatient reimbursement. A complete understanding of the intricacies and components of this system is necessary for a successful outpatient CDI program. Along with the OPPS, the ICD-10-CM outpatient coding guidelines provide specific coding guidance in the outpatient setting. Attendees will receive detailed information surrounding documentation, coding, and reimbursement.

10:45 A.M.—11:15 A.M.
Networking & refreshment break
Exhibit Hall

11:15 A.M.—12:15 P.M.
General Session
Morning ideas: Lightning round 

12:15 P.M.—1:30 P.M.
Lunch provided
Exhibit Hall

1:30 P.M.—2:30 P.M.
Breakout Sessions (choose 1 of 2)

Track 1: Clinical and Coding
How to Teach Physicians E/M—Medical School Did Not
James Dunnick, MD, FACC, CHCQM, CPC, CMDP, and R. Scott Dunnick, BSM, MBA

Improve your physicians' E/M performance to reduce audit risk exposure, shorten billing delays, and avoid denials. Using real case examples, this session examines why physicians document as they do. It will look at examples of charts to demonstrate errors and discuss how the wording could have been phrased. It will also provide techniques to effect physician change.

Track 2: Management and Strategy
Novant Health Ambulatory CDI—How We’ve Grown!
Yvonne Whitley, RN, BSN, CPC, CRC, CDEO

Novant Health implemented a program four years ago and has made significant progress with their providers' diagnoses and documentation specificity. Find out how they implemented outpatient CDI, how they continue to expand and improve their program, and what lessons they’ve learned.

2:30 P.M.—3:15 P.M.
Networking & refreshment break
Exhibit Hall

3:15 P.M.—4:15 P.M.
Breakout Sessions (choose 1 of 2)

Track 1: Clinical and Coding
Risk Adjustment: Where’s Waldo? Common Diagnoses Often Missed in Outpatient Documentation
Laurie L. Prescott, MSN, RN, CCDS, CDIP, CRC

Inpatient care allows us several opportunities throughout an encounter to capture complications and comorbidities, meaning documentation for an inpatient encounter is usually fairly complete. Documentation from an outpatient encounter can be much sparser in nature. Providers often point and click on diagnoses and do not necessarily work to obtain the most specific or most appropriate diagnosis. This session offers examples of diagnoses that are often missed or not documented to the needed specificity to allow HCC assignment in the outpatient setting.

Track 2: Management and Strategy
Evaluating the Development and Application of Integrated CDI Efforts in the Physician Office Setting Through a Case Study
Sue Chamberlain, MSCTE, RHIA, CDIP, CCS-P, and Deb Neville, RHIA

Through presentation and audience discussion, this session discusses the needs of outpatient CDI programs and shares solutions to major pain points. Through a case study, the presenters detail how standardized CDI education and a unique integrated CDI solution can be applied and modified to build consistent and successful organizational goals. The presenters cover key elements used to evaluate a CDI program's success and impact, and define a basic structure that can be used as a model for other organizations.

4:15 P.M.

Day 2  | Tuesday, September 19, 2017

7:00 A.M.—8:00 A.M.
Continental breakfast
Exhibit Hall

8:00 A.M.—9:00 A.M.
Keynote Session

9:15 A.M.—10:15 A.M.
Breakout Sessions (choose 1 of 2)

Track 1: Clinical and Coding
HCCs and Pay for Performance
Richard Pinson, MD, FACP, CCS, and Cynthia Tang, RHIA, CCS

This session explores the impact HCCs have on physician and hospital pay for performance measures and examines HCC risk adjustment weights and coefficients for the various measures. It looks at the differences in documentation requirements for HCCs in the inpatient vs. physician office practice settings.

Track 2: Management and Strategy
A New Documentation Frontier: Expanding CDI to the Outpatient Observation Setting
Seth Kirschner; Lori Sackela, RN, CCM, CCDS

Mount Carmel Health System successfully implemented one of the nation’s first observation CDI programs. Attendees will learn how, in addition to reducing observation patient length of stay and supporting appropriate patient status, the program resulted in significant financial benefit for Mount Carmel.

10:15 A.M.—11:00 A.M.
Networking & refreshment break
Exhibit Hall 

11:00 A.M.—12:00 P.M.
Breakout Sessions (choose 1 of 2)

Track 1: Clinical and Coding
Evaluation and Management 101
Karen Newhouser, RN, BSN, CCM, CCDS, CCS, CDIP

With expanding classification systems and ever-changing rules, providers are discovering time can be used more wisely in the management of the increasingly complex outpatient than in assigning their own codes. This session covers the basics of evaluation and management (E/M) coding, documentation guidelines, and seven components that are essential in the consideration of the appropriate E/M level that illustrates the physician’s work during the encounter/visit. Using case studies to identify commonly overlooked opportunities and possible subsequent outcomes, Newhouser discusses foundational E/M and how well-positioned CDI professionals can bring the skills acquired in the inpatient setting to the outpatient environment. 

Track 2: Management and Strategy
MACRA and MIPS: A Look at Physician Quality and Payments
Sharme Brodie, RN, CCDS

MACRA, MIPS, oh my! CMS continues to move toward paying for quality, not quantity. This session is an informational look at MACRA, MIPS, and physician quality that examines how they will impact future payments under Medicare.

12:00 P.M.—1:30 P.M.
Lunch provided
Exhibit Hall 

1:30 P.M.—3:00 P.M.
Panel Session: Moderated Q&A 

3:00 P.M.

*Agenda and speakers subject to change.

Learning Objectives

At the conclusion of the 2017 ACDIS Symposium: Outpatient CDI, 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

Continuing Education

Association of Clinical Documentation Improvement Specialists (ACDIS) (CCDS)
Th1is program has been approved for 9.5 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).

American Nurses Credentialing Center (ANCC)
HCPro is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center's Commission on Accreditation. 
This educational activity for 9.5 nursing contact hours is provided by HCPro.

California Board of Registered Nursing
HCPro is approved by the California Board of Registered Nursing to provide 11.4 nursing contact hours. California BRN Provider #CEP 14494.

Accreditation Council for Continuing Medical Education (ACCME)
HCPro is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.

HCPro designates this educational activity for a maximum of 9.5 AMA PRA Category 1 CreditsTM. Physicians should only claim credit commensurate with the extent of their participation in the activity.

Commission for Case Manager Certification (CCMC)
This program has been submitted to the Commission for Case Manager Certification to provide continuing education credit to CCM board certified case managers.

National Association of Healthcare Quality (NAHQ)
This activity has been submitted to the National Association for Healthcare Quality for CPHQ CE credit.

Your Conference Presenters

Sharme Brodie, RN, CCDS
CDI Educational Instructor           
HCPro, an H3.Group brand          
Middleton, MA

Sharme Brodie, RN, CCDS, is a CDI educational instructor for HCPro, an H3.Group brand, in Middleton, Massachusetts. In her role, Brodie serves as a full-time instructor for CDI Boot Camps and a subject matter expert for the Association of Clinical Documentation Improvement Specialists (ACDIS). Her clinical experience includes mother/baby, labor and delivery, pediatrics with urgent care, gastrointestinal lab, and case management. She has six years of CDI experience, including a background in consulting. Brodie has implemented and overseen a CDI department in a small community hospital and helped with CDI revitalization at another facility. 

Nicole Fox, MD, MPH, FACS, CPE
Medical Director of CDI Cooper University Hospital
Camden, NJ

Nicole Fox, MD, MPH, FACS, CPE, is the medical director of clinical documentation improvement (CDI) and pediatric trauma at Cooper University Hospital in Camden, New Jersey. After receiving her medical degree from UMDNJ (now Rutgers) and a master’s in public health/health administration from the Rutgers School of Public Health, she trained in general surgery at Christiana Care. She then completed her fellowship training in surgical care at Cooper University Hospital. Currently, Fox leads a team of 13 RN CDI specialists who have achieved a 100% physician response rate to queries. 

Director of HIM/Coding
HCPro, an H3.Group brand
Chesterfield, VA

Shannon E. McCall, RHIA, CCS, CCS-P, CPC, CPC-I, CCDS, CEMC, CRC, is the director of health information management (HIM) and coding at HCPro, an H3.Group brand, in Chesterfield, Virginia. McCall is the director of HCPro’s Certified Coder Boot Camp programs. She developed the inpatient version and the Evaluation and Management Boot Camps. Recently, she worked with the clinical documentation improvement (CDI) team to develop a boot camp on risk adjustment and coding. As a consultant, McCall works with hospitals, medical practices, and other providers on a wide range of coding-related issues with a specific focus on education, coding reviews, and audits.                                                      

Kathryn DeVault, MSL, RHIA, CCS, CCS-P, FAHIMA
Manager, HIM Consulting Services
United Audit Solutions, Inc.
Cincinnati, OH

Kathryn DeVault, MSL, RHIA, CCS, CCS-P, FAHIMA, is the manager of health information management (HIM) consulting services at United Audit Solutions, Inc. in Cincinnati, Ohio. She has more than 25 years of experience in HIM. Most recently, DeVault served as the senior director of HIM practice excellence, coding, and reimbursement for the American Health Information Management Association (AHIMA) from 2008 to 2014. DeVault has been one of the primary content developers and instructors for the AHIMA ICD-10-CM/PCS Academy since 2009. She has also presented many seminars and educational sessions. 

Karen Newhouser, RN, BSN, CCM, CCDS, CCS, CDIP
Director of Education
North Redington Beach, FL

Karen Newhouser, RN, BSN, CCM, CCDS, CCS, CDIP, is director of education for MedPartners in Tampa, Florida, where she has found her niche in education through writing, speaking, and personal engagement. Within multiple roles spanning a 40-year career in critical care nursing, case management, and CDI, Newhouser has been resolute in her mission to set people up for success. Newhouser was honored as the 2015 CDI Professional of the Year by ACDIS and is a member of the ACDIS Advisory Board.

Yvonne Whitley, RN, BSN, CPC, CRC, CDEO
Supervisor Ambulatory CDI
Novant Health
Winston-Salem, NC

Yvonne R. Whitley, RN, BSN, CPC, CRC, CDEO, is the supervisor for ambulatory clinical documentation improvement (CDI) at Novant Health in Winston-Salem, North Carolina. She has over 25 years of experience as a critical care nurse. She received her bachelor’s degree from the University of Maryland at Baltimore. Whitly currently resides in Mocksville, North Carolina. 

Laurie L. Prescott, MSN, RN, CCDS, CDIP, CRC
CDI Education Director
HCPro, an H3.Group brand
Danville, VA

Laurie Prescott, RN, MSN, CCDS, CDIP, CRC, is the clinical documentation improvement (CDI) education director at HCPro, an H3.Group brand, in Danville, Virginia. She is an instructor for the CDI Boot Camps, a subject matter expert for the Association of Clinical Documentation Improvement (ACDIS), and serves on the CCDS exam board. She is a frequent speaker for webinars and the author of The Clinical Documentation Improvement Specialist’s Complete Training Guide. Prescott has been in the nursing field since 1985. Her experience also includes specialization in the role of compliance officer. She developed and implemented a CDI program before coming to HCPro in 2013.   

Sue Chamberlain, MSCTE, RHIA, CDIP, CCS-P
Director of HIM Services
The Christ Hospital
Cincinnati, OH

Sue Chamberlain, MSCTE, RHIA, CDIP, CCS-P, is director of HIM services for the hospital and physician division of The Christ Hospital Health Network in Cincinnati, Ohio. With more than 25 years in healthcare, her career has included acute care hospitals, very large multi-specialty physician groups, integrated healthcare systems, payers, consulting, and education. She earned a bachelor’s degree in HIM, and a master’s degree in education (focus on training and development in the workforce) from Ferris State University. She enjoys coaching students, physicians, support staff, coders, billers, and administration in documentation, coding, and the revenue cycle with the ultimate goal of contributing to quality patient care.

Deborah Neville, RHIA
Director, Revenue Cycle, Coding and Compliance
Philadelphia, PA

Deborah Neville, RHIA, is the director of revenue cycle, coding, and compliance at Elsevier in Philadelphia, Pennsylvania. She is responsible for Elsevier’s online education and tools to improve employee performance for revenue cycle, coding, clinical documentation improvement (CDI), and compliance professionals. Prior to joining Elsevier, Neville held positions such as revenue cycle analyst, compliance officer, educator, coding manager, and senior consultant. Neville actively participates on projects important for the healthcare industry, authoring journal articles, presenting audio conferences, and speaking at state and national conventions.

Richard Pinson, MD, FACP, CCS
Pinson & Tang LLC
Houston, TX

Richard Pinson, MD, FACP, CCS, is the principal at Pinson & 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 in the clinical documentation improvement (CDI) community as a reliable expert. Pinson is the co-author of The CDI Pocket Guide, the CDI+MD and CDI+PG mobile apps, and the CDI for the Clinician CDI eLearning. He has been a featured speaker at local, state, and national conferences. He authors the “Coding Corner” column for the ACP Hospitalist magazine. 

Cynthia Tang, RHIA, CCS
Pinson & Tang LLC
Houston, TX

Cynthia L. Tang, RHIA, CCS, is a principal of Pinson & Tang LLC, based in Houston, Texas. She has extensive operational and consulting expertise in coding, clinical documentation improvement (CDI), performance improvement, and health information management (HIM). Specifically, her expertise lies in the design and implementation of sustainable CDI and coding programs that support compliant code assignment and promote accurate and optimal DRG assignment and quality performance measurements. She is the co-author of The CDI Pocket Guide, the CDI+MD and CDI+PG mobile apps, and the CDI for the Clinician CDI eLearning. Over the last 25 years, she has implemented successful CDI and coding programs across the county.

Seth Kirschner
Senior Manager
The Claro Group, LLC
Chicago, IL

Seth Kirschner is the senior manager at the Claro Group, LLC, in Chicago, Illinois. He has consulted hospitals and health systems in various capacities over the past nine years. Over the years, he has worked with over 50 healthcare providers, ranging from small rural facilities and large urban academic medical centers to multi-hospital health systems. Kirschner’s specialty is with clinical documentation improvement (CDI) programs, revenue cycle process modeling and redesign, financial modeling/data analysis, and change management.

Lori Sackela, RN, CCM, CCDS
Regional Director of Clinical Documentation
Mount Carmel Health System
Columbus, OH

Lori Sackela, RN, CCM, CCDS, is the regional director of clinical documentation at Mount Carmel Health System in Columbus, Ohio. Sackela oversees a clinical documentation improvement (CDI) program at three acute care hospitals and one surgical center. She has been an RN for over 25 years, and she began her role in CDI in December 2009. She has also served as an insurance and acute care hospital case manager, been the director of case management and CDI, and been a consultant with Dell, directly before her current role, which she began in May 2015.                               

James Dunnick, MD, FACC, CHCQM, CPC, CMDP
The Dunnick Group LLC
New Orleans, LA

James Dunnick, MD, FACC, CHCQM, CPC, CMDP, is a physician board certified in internal medicine and cardiology. He has practiced for more than 20 years and given multiple presentations on clinical topics. He is certified in quality, as a medical coder, and in medical documentation. He has published and presented nationally on compliance topics. 

R. Scott Dunnick, BSM, MB
Director of Business Affairs
The Dunnick Group
New Orleans, LA

R. Scott Dunnick, BSM, MBA, is director of business affairs with The Dunnick Group. He graduated from Tulane with a degree in business and emphasis on business law and obtained his MBA from Indiana Wesleyan with a specialty in the area of healthcare. He has experience in project operations and practice management. He has been with The Dunnick Group since 2013, working in provider contracts, practice acquisitions, and revenue protection.

Disclosure Statement

The planners, presenters, content experts, and contributors have disclosed no real or potential conflicts of interest related to this CNE activity.


ACDIS members get $100 off the base retail price of $905. Call 615-724-7213 to receive your exclusive discount!

Regular Pricing

  • Regular pricing (after July 17, 2017)
  • ACDIS members: $805
  • Non-members: $905
  • Register four attendees and the fifth attendee is free!*

*If you are an ACDIS member and register after July 17, 2017, you can either get $100 off the retail price of $905, or register four attendees and send the fifth attendee for free for a total team price of $3,220.

*If you are not an ACDIS member and register after July 17, 2017, you can register four attendees and send the fifth attendee for free for a total price of $3,620.

Have more than five attendees?

Please call 615-724-7213 to register your team for special group pricing.

Interested in becoming an ACDIS member? Click here to learn more!

Location Information

Book your hotel room by August 17, 2017 and get a special hotel rate of $159.00 (tax & fees not included).

Hilton Oak Brook Resort & Conference Center
3500 Midwest Road
Oak Brook, IL 60523

Discounted room rate: $159.00 plus taxes
Reservations: 866.275.6295
Or book your room online here:
ACDIS Symposium/CDI Leadership Exchange.

If calling to make your reservation, please mention "ACDIS" to receive the discounted rate.

Sponsor/Exhibitor Information

Platinum Sponsor

ChartWise Medical Systems, Inc.

Gold Sponsors


Nuance Communications, Inc.


Harmony Healthcare



Peak Health Solutions




Interested in becoming a Sponsor/Exhibitor?

For more information on sponsorship opportunities, contact Carrie Dry at 630-235-2745 or email