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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Essential Leadership and Management Skills in CDI

Course Modules

1. Introduction to CDI

We recognize that often individuals are assigned the responsibility of management of a CDI department or CDI staff without pre-existing knowledge of the role and responsibilities. This course begins with a discussion about the role and the regulatory guidance that directs CDI practice.


Keeping with the same tenet as module 1, we discuss the Inpatient Prospective Payment System and the CDI function related to code assignment and MS-DRG grouping. This module offers a surface dive into CDI function and how it impacts the inpatient population.

3. Introduction to Outpatient CDI

We discuss the evolution of CDI into the outpatient setting. We review CDI efforts related to emergency department, observation and primary care/clinic reviews reviews. The discussion continues speaking to the various missions related to outpatient CDI to include: denials prevention, risk adjustment, charge capture and quality.

4. Other Payer Systems

The discussion of healthcare reimbursement is continued touching on a number of methodologies within both the inpatient and outpatient settings to include bundled payments, accountable care organizations, risk adjustment, provider billing etc.

5. Health Care Data & Public Reporting

The impact of CDI function upon quality reporting is well established within the industry. We discuss a number of the CMS quality monitors and CDI function related to the reporting of this data and organizational reimbursement.

6. CDI Practice: Record Review & 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 speaks to the number of efforts in place to monitor compliance to include RAC, OIG, and PEPPER data.

8. CDI Metrics

A manager must monitor and communicate staff function and effectiveness. We discuss a number of standard metrics used to measure departmental function and benchmarking.

9. Managing Your CDI Staff

Managing a staff can be a challenge. This module offers direction related to functions of managing a staff and CDI program to include screening applicants, interview, hire and training. The discussion includes considerations related to remote CDI function and competency assessment.

10. Directing Your CDI Department

Differing from management is the responsibilities of directing a department. This module offers guidance related to departmental mission, reporting structure, staffing models, written policies, job roles etc.

11. CDI Expansion: Managing Change

The impact of CDI is growing, managers must thoughtfully engage in this process to plan change and grow your department and mission.

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 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

Course Outline/Agenda

Day 1 (8:00 a.m. — 5:00 p.m. to include lunch break, 30 minute, and 4 10‐15 minute breaks)*

Introduction to CDI

Impact of Documentation
Roles- CDI & Coding Professionals
UHDDS Definitions/Reportable Diagnoses
The Official Guidelines for Coding & Reporting


IPPS Reimbursement Methodology
CDI Process & IPPS

Introduction to Outpatient CDI

ED setting
Observation patients
Primary Care/Clinic Settings

Other Payer Systems

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

*The timing may change as the course is presented to allow for discussion.


Day 2 (8:00 a.m. — 5:00 p.m. to include lunch break, 30 minute, and 4 10‐15 minute breaks)*

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

Revenue Cycle Audit Activities

Comprehensive Error Rate Testing
Recovery Auditors
Program Safeguard Contractors
Office of the Inspector General
Medicare Administrative Contractors
Quality Integrity Organizations
Supplemental Medical Review Contractor
Risk Adjustment Audit Validation
Commercial Audits

CDI Metrics

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

* The timing may change as the course is presented to allow for discussion.


Day 3 (8:00 a.m. — 4:00 p.m. to include lunch break, 30 minute, and 4 10‐15 minute breaks)*

Managing Your CDI Staff

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

Directing Your CDI Department

Key Department Policies
Internal Audit
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

* The timing may change as the course is presented to allow for discussion.

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

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.