Improving Documentation Under PDGM - On-Demand

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Improving Documentation Under PDGM - On-Demand

Product Code: YPADA081120A

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Improving Documentation Under PDGM - On-Demand

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Available ON-DEMAND

Presented on: Tuesday, August 11, 2020 

Presented by: Annette Lee, RN, MS, COS-C, HCS-D

Detailed documentation is the key to PDGM success, and early results show agencies are missing the mark. During this webinar, you will discover tips and tricks for obtaining better information from physicians, including how to create a compliant query and when a query is (and isn’t) appropriate. You’ll learn how to “lead from the middle” and help clinicians understand exactly what information coders need from documentation. Plus, you’ll get insight into ways to obtain more detail from intake and how to work with coding managers and QA staff to get this information.

At the conclusion of this program, participants will be able to:

  • Get better documentation from clinicians and physicians
  • Learn to sleuth through the documentation to make sure codes are being assigned correctly
  • Determine when to query vs. when not to query


  • Getting better documentation from clinicians and physicians
  • Recognizing the pieces of documentation required for a compliant claim
  • Identifying ways coding and documentation impact compliance
  • When to query vs. when not to query
  • Revving up documentation for agency review
  • How to support the codes you have chosen

*Stay tuned for agenda updates!

Who Should Listen?

  • Home health agency administrators
  • Home health coders
  • Home health agency administrators
  • Quality managers
  • Clinical supervisors
  • Directors of nursing
  • Compliance officers
  • Compliance managers and clinicians

Meet the Speakers

Annette Lee

Annette Lee, RN, MS, COS-C, HCS-D, is a registered nurse with a master’s degree in healthcare administration. She has been practicing since 1990, with the majority of her nursing experience in home health. For over a decade she worked with the CMS intermediary where she provided review and education on home health and hospice payment and documentation. She then founded Provider Insights, Inc. to provide consultation and education regarding Medicare reimbursement issues and effective documentation strategies, assisting providers with ADRs and appeals. Today, Lee marries her real-world experience and her inside knowledge of Medicare to ensure providers can meet CMS requirements and ensure compliant, efficient operations.

Continuing Education

Board of Medical Specialty Coding & Compliance (BMSC)
This program is preapproved by the Board of Medical Specialty Coding & Compliance (BMSC) for CEU(s).


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 will be 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 $249 value! 

Participation in the webinar is just $249 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.