CDI Management Essentials

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CDI Management Essentials

Product Code: CDI10242021B

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CDI Management Essentials

Sunday, October 24 – Monday, October 25, 2021 | Dallas, TX

Regardless the field, it takes specific skills to be an effective manager. Competently navigating the staff and outcomes of a clinical documentation integrity (CDI) department comes with its own set of challenges, and rewards.

CDI managers and directors need to set the mission and values for the CDI team, to establish the ethics, ethos, and even enthusiasm for the program. In steering the CDI ship, directors and managers need to determine which of the fine details of data might be necessary to win administrative support, and which can help you woo physicians to your CDI program’s worth. 

To take the helm and steer the ship effectively, there’s a lot you need to know.

The CDI Management Essentials, ACDIS’ pre-conference event, gathers CDI experts and peers in leadership to aid in plotting the most successful course for your organization.

On Day 1, ACDIS’ CDI Education Director Laurie Prescott, RN, MSN, CCDS, CCDS-O, CDIP, CRC, takes the lead to provide participants with tools to develop CDI roles and responsibilities, interview potential candidates, and hire the right crew for your CDI program. She’ll also provide tips for ongoing staff assessment, structuring or restructuring the program, and managing staff across facilities. Attendees will learn how to delve into data elements and understand how changing priorities with quality-of-care initiatives can lead to new opportunities for CDI efforts. 

On Day 2, join Tonya Motsinger, MBA, BSN, RN, CDI system director at OhioHealth with 60 CDI team members as she discusses the challenges of moving from a facility-based CDI program to a system-wide perspective. Motsinger will discuss how roles and responsibilities of CDI staff may change and grow as organizations expand. She’ll also offer insight into how a data informaticist can illuminate successes and opportunities within an organization.

During the second part of Day 2, ACDIS Advisory Board member Chinedum Mogbo, MBBS, MsHIM, RHIA, CDIP, CCDS, CCS, CDI manager at Tenet Healthcare in Dallas, Texas, offers insight into how managers might rise to meet the needs of CDI programs in a post-pandemic world. She’ll talk about challenges of remote staffing verses onsite versus hybrid models. Mogbo also delves into concerns related to diversity, collaboration, and staff support.

Whether you’ve just made the leap to a management position or need some help to refocus and recharge your perspective on expanding leadership opportunities, our amazing pre-conference event not only will provide the education you need but the environment to network and collaborate on best practices.

CDI Management Essentials


Day 1 — Sunday, October 24, 2021

7:00 a.m. – 8:00 a.m.
Registration and Continental Breakfast

8:00 a.m. – 9:15 a.m.
Managing CDI Staff Functions

  • The skill sets and personality traits of effective CDI specialists
  • Elements of a CDI specialists job description
  • Effective interview planning
  • Developing an onboarding and training plan
  • Career ladders within CDI program efforts
  • Staff competency assessments and employee performance reviews
  • The pros & cons of remote CDI practice; policy considerations related to remote staff 

9:00 a.m. – 10:00 a.m.
Directing a CDI Program

  • Departmental policy development
  • CDI roles and responsibilities
  • Reporting structures and communications within an organization
  • Provider engagement opportunities and methods
  • Managing across several facilities

10:00 a.m. – 10:15 a.m.
Networking Break

10:15 a.m. – 10:30 a.m.
Complete Directing a CDI Program

10:30 a.m. – 12:00 p.m.
Healthcare Data & Quality Reporting/Denials Management

  • Publicly reported healthcare data outcomes and usage
  • Adverse and never events
  • CMS quality metrics such as HRRP, HACRP, HVBP, and PSI 90 Composite
  • CDI in denial prevention and appeals

12:00 p.m. – 1:30 p.m.
Lunch (provided)

1:30 p.m. – 3:00 p.m.
Revenue Cycle Audit Activities

  • 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 Improvement Organization
    • Supplemental Medical Review Contractor
    • Commercial Audit
    • Risk Adjustment Data Validation

3:00 p.m. – 3:15 p.m.
Networking Break

3:15 p.m. – 4:30 p.m.
CDI Expansion and Change Management

  • The many foci of CDI efforts
  • Leveraging the departmental mission to evaluate growth
  • Communicating expansion concerns

4:30 p.m. – 5:00 p.m.
Discussion/Question and Answer

5:00 p.m.


Day 2 — Monday, October 25, 2021

7:00 a.m. – 8:00 a.m.
Registration and Continental Breakfast

8:00 a.m. – 9:00 a.m.
Moving from a facility-based to system-based CDI program approach

  • Standardizing work
  • Internal team development
  • Systems for professional growth

9:00 a.m. – 10:00 a.m.
System-based approach for CDI roles and responsibilities

  • Expanding the CDI role
  • Navigating remote staff expectations
  • Managing change
  • Engaging providers
  • Developing a physician advisor program

10:00 a.m. – 10:15 a.m.
Networking Break

10:15 a.m. – 11:00 a.m.
CDI informatics role in program advancement

  • Process improvement
  • Expansion
  • Vendor management
  • Partner and administrative reporting
  • Analytics and data validation
  • Interdepartmental collaboration

11:00 a.m. – 12:00 p.m.
System collaboration

  • Education through focus project-efforts
  • Associate satisfaction
  • System team development
  • Leadership engagement

12:00 p.m. – 1:30 p.m.
Lunch (provided)

1:30 p.m. – 3:00 p.m.
CDI in the time of COVID-19

  • Impact and outcomes
  • Navigating the program during a pandemic
  • Post-COVID realities and demonstrating CDI value
  • Remote vs. onsite vs. hybrid: Managing in multiple environments

3:00 p.m. – 3:15 p.m.
Networking Break

3:15 p.m. – 4:00 p.m.
Staffing the CDI program

  • Workflow prioritization
  • Diversifying the CDI scope
  • Diversity in the CDI team
  • Managing productivity
  • Metrics beyond the usual suspects

4:00 p.m. – 5:00 p.m.

  • Physician engagement and education
  • Professional development of the CDI team
  • Collaborating with and educating other departments that rely on the CDI workflow

5:00 p.m.

CDI Management Essentials


Chinedum Mogbo, MBBS, MsHIM, RHIA, CDIP, CCDS, CCS, is the CDI manager at Tenet Healthcare in Dallas, Texas, where she has successfully managed various teams, and has been involved in the deployment of in-house curriculum for training CDI specialists. An active member of the ACDIS Advisory Board, she has experience as a CDI training director for a California-based health system and actively participates in the CDIP and RHIA exam-item writing with AHIMA. Mogbo serves as co-chair of the AHIMA CDI practice council—most recently working on the 2019 Guidelines for Achieving a Compliant Query Practice, a joint publication between ACDIS and AHIMA.

Tonya Motsinger, BSN, MBA, CDI system director at OhioHealth, moved to CDI in 2011 and has grown OhioHealth’s program from 12 to 60 CDI team members across 10 facilities and multiple outpatient ambulatory sites. The program has expanded to include daily reviews of all inpatient payers, HCC ambulatory, and behavioral health areas. Motsinger has more than 20 years’ experience in medical surgical, critical care, and the ED, serving in various administrative roles and multi-system initiatives. She graduated from Bowling Green State University in Toledo in 1985 and earned an MBA from Capital University in 1994.

Laurie L. Prescott, MSN, RN, CCDS, CDIP, CRC, CCDS-O, Prescott’s trademark warmth and wit are coupled with unparalleled understanding of CDI and a passion for education. CDI professionals across the country recognize her as the voice of authority and credit their professional development to her boot camps, books, and memorable appearances at Association of Clinical Documentation Integrity (ACDIS) events. 

Prescott has worked in CDI for more than 13 years and has served as the CDI education director at ACDIS for more than seven years. She is an instructor for the CDI Boot Camps, a subject matter expert for ACDIS, a member of the CCDS-O exam board, a member of the ACDIS Advisory Board, and the author of the much loved ACDIS Pocket Guide series.

CDI Management Essentials

Learning Objectives

After attending this training, learners will be able to:

  • Describe the skills that make an effective manager in CDI
  • Identify strategies for growing CDI role in an organization
  • Discuss ways of supporting staff professional growth
  • Examine how CDI managers can overcome challenges of a post-pandemic world

CDI Management Essentials

Conference Center and Hotel Info

Sheraton Dallas Hotel
400 North Olive Street
Dallas, TX 75201

  • Room rate: $219/night
  • Hotel cut-off date: Friday, October 1, 2021
  • Toll-Free Reservation Center: 1 888-627-8191 attendees must reference ACDIS Conference
  • For room reservations:
  • Hotel website:
  • Hotel rooms may sell out earlier than the cut-off date, so book early!
  • Simplify Compliance/HCPro has no affiliation with any third-party companies or travel assistance providers. Rooms should be booked directly with the event hotel using the official information provided on the website and in the brochure.

To view all the safety measures that Sheraton Dallas has implemented, please see the information listed on their website:

CDI Management Essentials

COVID Safety

Simplify Compliance places 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:

  • Masks are required for all in attendance at the event, regardless of vaccination status. Masks may be removed while actively eating or drinking.
  • Meeting rooms will be set up to allow for social distancing.
  • Food service will follow the safety guidelines implemented by the hotel. This includes single served options or attendant served stations.
  • Sanitizing stations will be set up throughout the meeting space for the convenience of our attendees, exhibitors, speakers, and staff.

To view all the safety measures that Sheraton Dallas has implemented, please see the information listed on their website: You can also view our full event registration policies here.

Simplify Compliance will continue to monitor the COVID-19 environment, the recommended guidelines, and communicate adjustments to the onsite policies and procedures as we approach the live event date.

CDI Management Essentials

Continuing Education

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  13.75 AMA PRA Category 1 Credits™. Physicians should only claim credit commensurate with the extent of their participation in the activity.

This program has been approved for 14 continuing education units towards fulfilling the requirements of the Certified Clinical Documentation Specialist (CCDS and CCDS-O, outpatient) certification, offered as a service of the Association of Clinical Documentation Integrity Specialists (ACDIS).

This program has been approved for 14 continuing education units for use in fulfilling the continuing education requirements of the American Health Information Management Association (AHIMA).

HCPro is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation.
This educational activity for 14 nursing contact hours is provided by HCPro.

This program has been approved by The Commission for Case Manager Certification for approval to provide board certified case managers with 14 clock hour(s).

This program has been approved for 14 continuing education units towards fulfilling the requirements of the Certification in Healthcare Revenue Integrity (CHRI), offered as a service of the National Association of Healthcare Revenue Integrity (NAHRI).