2024 ACDIS Physician Advisor Forum

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2024 ACDIS Physician Advisor Forum

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2024 ACDIS Physician Advisor Forum

Sunday, April 7- 8, 2024 | Indianapolis, IN

The ACDIS Physician Advisor Forum (previously known as the Physician Advisor’s Role in CDI pre-conference) offers two days of premier education delivered by the country’s leading physician advisors.

With two pathways to choose from on day 1, this conference is perfect for both new and veteran physician advisors. Pathway 1, Physician Advisor 101: Core Skills and Responsibilities, breaks down the key responsibilities of the physician advisor, building a strong foundation for those new to the role. Pathway 2, Expanding the Physician Advisor Role, designed for those who have been in the role for some time, features intermediate and advanced-level presentations from physician advisors on the forefront of advancing the profession.

Topics across the two-day conference include engaging providers in documentation efforts, leveraging metrics to demonstrate return on investment, employing specific strategies to decrease denials, and so much more.

Whether you’re new to the role or looking to advance your knowledge, ACDIS has you covered!

Attending both The Physician Advisor’s Forum and the 2024 ACDIS National Conference?  Kick off a week of learning and save 15% on this event with your ACDIS conference registration.

2024 ACDIS Physician Advisor Forum

Sunday, April 7, 2024

Pathway 1: Physician Advisor 101: Core Skills and Responsibilities

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

8:00 a.m. – 9:10 a.m.
Achieving Medical Staff Buy-In
Trey La Charité, MD, FACP, SFHM, CCS, CCDS
Understand how to explain the importance of CDI for both providers and the facility, as well as the goals of your facility's CDI program. Plus, learn what providers in your facility might not know about their documentation and publicly reported performance data.

9:20 a.m. – 10:25 a.m.
Ready, Set, Intervene! Managing Problems, Pitfalls, and Personality Disorders
Trey La Charité, MD, FACP, SFHM, CCS, CCDS
Explore the obstacles a CDI physician advisor program will face and discover 10 rules for ensuring the success of your facility's CDI program. Plus, gain practical suggestions for difficult provider conversations and strategies for improving medical staff compliance.

10:25 a.m. – 10:45 a.m.
Networking Break

10:45 a.m. – 11:45 a.m.
What Should I Be Documenting in the Chart?
Trey La Charité, MD, FACP, SFHM, CCS, CCDS
Review the basic documentation practices every provider should routinely employ as well as best practices for operative note construction. Additionally, attendees will learn helpful documentation practices to ensure medical necessity and strategies to encourage provider adoption of new documentation habits.

11:45 a.m. – 1:00 p.m.
Networking Lunch (provided)

1:00 p.m. – 2:00 p.m.
Stay Within the Lines: How to Conduct a Compliant CDI Program
Trey La Charité, MD, FACP, SFHM, CCS, CCDS
Understand when provider queries are needed and review acceptable CDI query construction practices. Plus, discover ten rules for ensuring your facility's CDI program remains compliant.

2:10 p.m. – 3:10 p.m.
Stop, Drop, and Roll! Managing the Unexpected Fires
Trey La Charité, MD, FACP, SFHM, CCS, CCDS
Explore the impact of the CDI program on other hospital departments and how to manage these issues. Additionally, understand why a facility is a recovery auditor target and learn specific recovery auditor tactics employed in denials.

3:10 p.m. – 3:30 p.m.
Networking Break

3:30 p.m. – 4:30 p.m.
Practical Considerations: CDI Team Structure and PA Position Development
Trey La Charité, MD, FACP, SFHM, CCS, CCDS
In this session, attendees will receive suggestions for CDI team composition and organization. The speaker will also review characteristics of successful CDI physician advisors and how to determine who should be the CDI program's physician advisor. Potential physician advisor time requirements and compensation options will also be discussed.

4:30 p.m. – 5:30 p.m.
Welcome Reception


Pathway 2: Expanding and Innovating the Role of the Physician Advisor

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

8:00 a.m. – 9:10 a.m.
Implementing a Multi-Disciplinary Quality Review Process
Christopher Riccard, MD, and Tamara Adolph, MHA, RN, CCDS, CDIP
This session explores the development and implementation of a multidisciplinary approach to a quality review process at one organization. This process improved the accuracy of   provider documentation to better reflect the care provided to the patient and ensured accurate reporting of quality and safety metrics.

9:20 a.m. – 10:25 a.m.
Coder Meets Physician Advisor: Teamwork Equals Bulletproof Coding
Robin Sewell, CCDS-O, CCS, CDIP, CIC, CPC, and Hassan Rao, MD
When coding and physician advisors (PA) team up for DRG coding and clinical validation, the result is bulletproof coding. This session will identify how PAs and coding collaborate, outlining the thinking process of both parties in performing a DRG audit, and explain how missed coding opportunities are identified.

10:25 a.m. – 10:45 a.m.
Networking Break

10:45 a.m. – 11:45 a.m.
Navigating the Challenges Between Provider Documentation Technology, Manual Efforts, and Administrative Burden
Michelle McCormack, MBA/HCM, BSN, RN, CCS, CCDS, CRCR, and Jason Hom, MD
Discover how one CDI program successfully implemented preemptive provider documentation tools that expanded with diagnosis auto-population and validation elements. This session will also focus on strategies for true partnership between CDI and providers in the effort to ensure accurate, complete documentation while also reducing provider documentation burden.

11:45 a.m. – 1:00 p.m.
Networking Lunch (provided)

1:00 p.m. – 2:00 p.m.
Storytelling as a Strategy: How to Effectively Teach Resident Physicians About CDI
Yasmin Aghajan, MD
As the next generation of physicians, residents benefit from education about CDI in a relatable, engaging, and patient-centered way. This session offers strategies for creating an effective training session for resident physicians on CDI, mortality index, and quality metrics via our experience doing so at the MGH/BWH neurology residency program. Learn to recognize the knowledge gaps and misconceptions residents have regarding CDI and how to educate physicians on CDI importance via a patient-centered approach.

2:10 p.m. – 3:10 p.m.
Become a Ringleader of the Greatest Denial Management Program on Earth
In this session, attendees will learn the different types of denials and the various goals of a denials management program. They will also better understand the value of collaboration between utilization management and CDI and how to gain buy-in from the C-suite. Additionally, they will receive tips for successfully overturning denials.

3:10 p.m. – 3:30 p.m.
Networking Break

3:30 p.m. – 4:30 p.m.
Contributing Factors of Physician Burnout: A Panel Discussion of the Landscape and Potential Solutions
Natasha Rai Morris, MD, MHA, CHCQM; Laura Crim, MD; Mary McGrady, MSN, CCDS; Danit Fischtein, MD, IBLCE, BSN; Moderated by Lynn Miller, DO, FACOS
Alleviating physician burnout is essential in ensuring excellent patient care, physician well-being, job satisfaction, retention, teamwork and business outcomes. This panel provides a multiple perspectives of potential solutions that are paving the way for futuristic documentation and billing strategies to help reduce physician burnout. The panelists will address pre-determined questions related to the following four subjects: codable verbiage, artificial intelligence, patient autonomy, and medicolegal considerations.

4:30 p.m. – 5:30 p.m.
Welcome Reception

Monday, April 8, 2024

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

8:00 a.m. – 9:00 a.m.
Reinvigorating CDI to Meet System Goals: A Year in Review, Part 1
Vaughn Matacale, MD, CCDS
At ECU Health, the physician advisor, coding, and CDI teams were tasked with establishing and achieving system goals for fiscal year (FY) 2023 with requirements. Strict oversight and reporting were required, and resources were allocated and prioritized to support this initiative. This session reviews the year with a critical eye and discusses strategy, interventions, pitfalls, barriers, successes, failures, and communication issues. How did we do in FY 2023 and where are we going in FY 2024? Come find out and learn from our experiences.

9:10 a.m. – 10:10 a.m.
Reinvigorating CDI to Meet System Goals: A Year in Review, Part 2
Vaughn Matacale, MD, CCDS
Vaughn Matacale continues his discussion of the challenges that the ECU Health physician advisor, coding, and CDI teams faced in FY 2023 as well as the outcomes of their endeavors.

10:10 a.m. – 10:30 a.m.
Networking Break

10:30 a.m. – 11:30 a.m.
Total Physician Advisor
A.J. Hegg, MD, CCDS
Hear how Essentia Health System built a new physician advisor program focused on breaking down silos between CDI, coding, utilization management, prior authorization, and quality. As well as performing case reviews and one-on-one follow-up education in each of these spaces, Essentia's physician advisors focus on providing a significant amount of collaborative front-end education for clinicians performed by multidisciplinary nurse educators and physician advisors. The program aims to teach how documentation of the complete medical picture has synergistic effects on relative value units (RVU), DRG optimization, HCC capture, quality scores, and denial prevention.

11:30 a.m. – 12:35 p.m.
Networking Lunch

12:35 p.m. – 1:35 p.m.
PA Review Process for PSIs: An Internist and Surgeon Join Forces
Joseph Cristiano, MD, FACP, CCDS, CHCQM-PHYADV, and Adriane Martin, DO, FACOS, CCDS
The session will provide a general overview of the AHRQ Patient Safety Indicator (PSI) program, emphasizing specific PSIs included in the PSI 90 composite. The speakers will outline common documentation gaps, opportunities particularly important to physician advisor review of potential PSI cases, strategies for educating medical and surgical providers. They will also discuss an emerging industry best practice model for approaching PSI review via a multidisciplinary team consisting of clinical documentation excellence, coding, and quality, with a special focus on the unique role of the physician advisor.

1:45 p.m. – 2:45 p.m.
The Empathetic Physician Advisor: A Key Skill Set for Unprecedented Success in Healthcare
Anjani Mahabashya, MD, CHCQM-PHYADV
This session explores how empathy elevates the role of physician advisor, cultivating a more compassionate and successful healthcare environment. Additionally, learn strategies for enhanced collaboration and communication with the C-suite as well as optimizing resource allocation.

2:45 p.m. – 3:30 p.m.
Networking Break

3:30 p.m. – 4:30 p.m.
One Process to Review Them All and in the End, Reimburse Them!
Kory Anderson, MD, CHCQM-PHYSADV, FACP, and Sathya Vijayakumar, MS, MBA
Healthcare systems today face a complicated system of reimbursement with constantly evolving payer criteria and bundle payment models. On the utilization review side, a lot of resources are spent to keep medical necessity, inpatient-only and Two Midnight denials minimal. Until Fall 2022, Intermountain health did not have a systemwide method for ensuring all concurrent denials were addressed with a peer-to-peer conversation. Each care site followed their own process, and there was no  way to track how many cases were denied due to a lack of an efficient peer-to-peer meeting. In this session, the speakers will  share how a systemwide process was developed for performing and tracking peer-to-peer conversations on all denials.

— Agenda subject to change —

2024 ACDIS Physician Advisor Forum


A.J. Hegg, MD, CCDS, is the lead physician advisor for the Essentia Health System based in Duluth, Minnesota. Essentia's physician advisor program supports CDI, coding, utilization management, quality, and prior authorization. He is board-certified in critical care, internal medicine, and emergency medicine, and practices clinically as an intensivist and emergency physician. He completed residency and fellowship at Henry Ford Hospital in Detroit in 2012, and graduated from medical school at the University of Minnesota in 2006.

Adriane Martin, DO, FACOS, CCDS, graduated from the University of North Texas Health Science Center with her Doctorate of Osteopathy. She completed her general surgery residency at Osteopathic Medical Center of Texas/Fort Worth in 2004. She has been practicing general surgery for 15 years. Since 2014, Martin has been a part of the Enjoin team. Integrity and caring for people are the two factors that were the drivers behind her surgical career and continue to be the guiding force in her current role as vice president of physician services, where Martin serves as a subject matter expert in ICD-10 CM/PCS coding, DRG and quality management, denials management, and Industry thought leadership, speaking both at the state and national level.

Anjani Mahabashya, MD, CHCQM-PHYADV, is a physician advisor and chair of the utilization management committee at Geisinger Medical Center. With a fervent dedication to advancing the role of physician advisors, she previously served on the board of directors at the American College of Physician Advisors. Mahabashya's heart lies in building meaningful relationships through empathy, extending the impact beyond medical practice to actively address social determinants of health in her community.

Christopher Riccard, MD, serves as the system vice president of hospital medicine and CDI for AdventHealth. He received his Bachelor of Integrative Health Science from Stetson University and attended medical school at Ross University. He completed his family medicine residency training in Tallahassee, Florida. Following residency, he practiced as a nocturnist in Daytona Beach and later transitioned into leadership serving as the regional executive medical director of inpatient medicine, providing clinical operational oversight for the hospitalist, neurohospitalist, SNF-ist and palliative care programs.

Danit Fischtein, MD, IBLCE, BSN, physician and CDI education manager at Accuity Healthcare, is a Medical Council of Canada certified family physician with a subspecialty focus in emergency medicine, lactation consultation, and psychotherapy. As a previous paramedic and registered nurse, Fischtein completed medical school in London, England and residency in Canada. She worked in clinical medicine prior to becoming a medical director with Accuity in 2020, and subsequently transitioned to the education team in 2022. Fischtein has developed the first homecare extended hospital program in Toronto, and also created the first integrated university curriculum within the BSN program. Nationally, she has presented at conferences all over North America, served as an elected board member on multiple boards, and was an elected provincial representative of the Ontario Medical Association for five years. In addition to dedicating her life to medicine, she is a published author in both medical journals and chapter books.

Diana Nims, MD, MA, FAAFP, CPE, CHCQM-PHYADV, CCDS, is a practicing hospitalist at Sarasota Memorial Health Care System. She serves as medical director and lead physician advisor to integrated case management. Prior to Sarasota, she served as chair of the Department of Family Medicine and director of the family medicine residency program at Baptist Health Kentucky, where she consistently achieved a 100% board pass rate for residents. Nims is best known for her effective leadership capabilities that drive hospital throughput efficiencies and facilitate hospital and physician integration. She is credited with leading multidisciplinary teams that reduced hospital observation rates and lengths of stay.

Hassan Rao, MD, is an executive physician advisor at Brundage Group, where he leads the DRG validation service line. He specializes in clinical documentation and coding and is passionate about provider education, CDI metrics, and risk adjustment. Rao currently practices as a hospitalist and assistant professor of medicine at the University of Rochester Medical Center in Rochester, New York. Previously, Rao served as the physician advisor at Denver Health, supporting inpatient and outpatient CDI, professional billing optimization, provider education, denials management, and revenue integrity.

Jason Hom, MD, is a clinical associate professor in the Division of Hospital Medicine at Stanford. For Stanford Health Care, he serves as the medical director for quality documentation and outcomes integrity (serving as the physician advisor for the clinical documentation integrity and coding teams), the unit-based medical director for Stanford Hospital's 300P B3 Unit and the co-chair of the SHC-Palo Alto Health Information Management Committee. He has a long-standing interest in research related to clinical decision support, documentation automation, and coding data.

Joseph Cristiano, MD, FACP, CCDS, CHCQM-PHYADV, is the medical director, mid-revenue cycle clinician services for Advocate Health. He created the physician advising program focusing on clinical documentation excellence at the Atrium Health Wake Forest. This program emphasizes multi-disciplinary collaboration with critical stakeholders, including executive and CMO leadership, hospital information management, clinical documentation integrity, coding, and quality. Through their collaborative efforts, they have pioneered the development and implementation of several impactful health system initiatives, including a multi-diagnosis clinical indicators policy, clinical decision support for documentation excellence for health system providers, and a successful initiative to improve provider response to documentation queries.

Kory Anderson, MD, CHCQM-PHYSADV, FACP, is enterprise medical director for Intermountain Physician Advisor Services (IPAS), CDI, and acute care quality. His accountability in these roles includes physician utilization review, CDI, physician education, denials and appeals work, and quality oversight. Anderson has worked at Intermountain Health for over 15 years and continues to practice as a hospitalist at one of Intermountain’s trauma facilities. He has been involved with the IPAS program since 2012, helping build the program to its current state of roughly 40 physicians and 90 nurses, covering the work at 33 hospitals in seven states.

Laura Crim, MD, is a physician advisor for CDI and emergency physician at WellSpan Health. She obtained her medical degree from Georgetown University and did her residency training at Wake Forest North Carolina Baptist Medical Center. Her healthcare experience includes 25 years as a practicing emergency physician. She has served as ACMIO, CMIO, and lead physician for an Epic go-live during a system merger and the early part of the COVID pandemic. She also served as the chief medical officer for WellSpan’s west region for two years. In 2023, she left her CMO role to pursue an interest in clinical documentation. Since then, she has been the first and only physician advisor for CDI for WellSpan’s six acute care hospitals located in South Central PA. Her time is spent in CDI education, assisting with clinical, quality and mortality reviews, and working with WellSpan’s 9 service lines to improve and standardize documentation.

Lynn Miller, DO, FACOS, director of education at Accuity in Mt. Laurel, New Jersey, is a board-certified adult and pediatric neurosurgeon. She holds fellowship status in the American College of Osteopathic Surgeons and board certification in integrative medicine. She is currently working towards her fellowship status in wilderness medicine. Before leading Accuity's department of education, Miller developed and implemented educational events and programs within academic arenas, medical facilities, and medical device corporations.

Mary McGrady, MSN, CCDS, has over 25 years of experience in healthcare, including nursing and consulting, but has spent the past 14 years dedicated to CDI. As vice president of CDI at Accuity, she has had the opportunity to partner with more than 200 hospitals in retrospective CDI work. Under McGrady's leadership, the Accuity CDI team has grown tremendously, with more than 100 CDI query writers delivering compliant queries for clients. Before joining Accuity, she worked as a CDI director at a large academic medical center in New York City.

Michelle McCormack, MBA/HCM, BSN, RN, CCS, CCDS, CRCR, has been the director of clinical documentation integrity at Stanford Health Care for over 10 years. She has over 18 years of CDI experience, following a clinical nursing background in a variety of areas. McCormack has led successful CDI departments in academic medical centers, community hospitals, and multi-hospital systems. McCormack is an experienced speaker, with engagements at the local, state and national levels, including the national ACDIS and AHIMA conferences. She has also spoken at the International Clinical Documentation Improvement Australia (CDIA) conference in addition to numerous podcasts and webinars. McCormack has been an ACDIS member since 2008 and was the co-founder and chair of the Minnesota chapter. She is a former ACDIS Advisory Board member and current member of the ACDIS Leadership Council.

Natasha Rai Morris, MD, MHA, CHCQM, serves as the associate chief medical officer for clinical services at AdventHealth Hospital in the Central Florida division. In this pivotal role, she offers direct oversight to care management and CDI, contributing significantly to the hospital's commitment to exceptional patient care. Originally hailing from Canada, she graduated from Windsor University Medical School and furthered her education by obtaining a master's in healthcare administration from Louisiana State University. She completed her internal medicine residency program at Mount Sinai Hospital. Board certified in internal medicine and obesity medicine, she currently practices as a hospitalist, combining her clinical expertise with her administrative roles.

Robin Sewell, CCDS-O, CCS, CDIP, CPC, CIC, is a clinical coding analyst at Brundage Group. Her background spans 25 years across the healthcare continuum, including recovery audit contractor audits, clinical validation, and DRG audits. Known as the “Queen of Denial,” Sewell used her knowledge of payer tactics to develop the software application “Cleopatra Queen of Denial” on behalf of providers to prevent, manage, appeal, and overturn payer denials. Currently, her scope of practice is identifying CDI and coding opportunities through data analytics.

Sathya Vijayakumar, MS, MBA, is a senior clinical operations manager of clinical excellence at Intermountain Health. An engineer by training, Vijayakumar has close to 20 years of healthcare experience in various roles from radiology research and data science within surgical services to being an entrepreneur within cardiac electrophysiology. In her current role, Vijayakumar spearheads many complex multi-disciplinary and data driven projects with the physician advisor services team, all of which are geared towards clinical and documentary excellence.

Tamara Adolph, MHA, RN, CCDS, CDIP, is the system director for clinical documentation integrity at AdventHealth. Adolph received her associate's degree in nursing at Daytona State College, and later a master’s degree in healthcare administration through AdventHealth University in 2020. She received her CCDS certification in 2017 and her CDIP in 2018. Adolph has worked for over 11 years at the Florida Hospital (now AdventHealth Orlando); her last clinical focus was in the surgical progressive care unit where she was a preceptor and the charge RN. She has been with the CDI department since 2015 and is dedicated to the growth and success of CDI and provider education.

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 has written five books in the field of CDI that address physician advisor training, program management, and recovery auditor appeals. He is a practicing hospitalist, a clinical associate professor in the department of medicine, and the curriculum director of the residency program’s hospitalist rotation. He also has responsibilities in performance improvement, quality, utilization review, case management, compliance, and payer contract negotiation. La Charité is a past ACDIS Advisory Board member and regularly presents at the ACDIS Conference and the ACDIS Physician Advisor Forum.

Vaughn Matacale, MD, CCDS, is the director of the physician advisor group at ECU Health in Greenville, North Carolina. Matacale's advisor team has grown to eight full-time physicians and one physician assistant, and they are responsible for conducting post-discharge pre-bill reviews, educating and supporting the coding, CDI, and medical staff, as well as providing full utilization review (UR) support. Matacale has over 19 years of experience in UR work and continues to practice hospital medicine. He currently chairs the patient safety indicator committee, and sits on his hospital's patient safety and quality improvement committee and mortality committee. Matacale serves on the ACDIS Advisory Board, is a past member of the Physician Advisor Mastermind, and is a past attendee of the ACDIS Physician Advisor Exchange.

Yasmin Aghajan, MD, is a neurocritical care fellow at Massachusetts General Hospital and Brigham and Women's Hospital in Boston, where she completed her neurology residency. Originally from Palo Alto, California, Yasmin attended the University of California, San Diego for her undergraduate studies, her medical school tenure, and her internship in internal medicine. Aghajan's interests include quality improvement in the neurocritical care unit, clinical documentation integrity, the mortality index, and resident education.

2024 ACDIS Physician Advisor Forum

Learning Outcomes

  • Define the optimal role of the physician advisor in a CDI department
  • List key physician advisor metrics that demonstrate return on investment and drive provider engagement
  • Identify strategies for decreasing DRG denials

2024 ACDIS Physician Advisor Forum


The Indiana Convention Center will host the meeting space for this pre-conference event. 

Indiana Convention Center
100 South Capitol Avenue
Indianapolis, IN 46225

Hotels and Convention Center are all connected via a covered skybridge. 

JW Marriott Indianapolis, 10 S. West Street, Indianapolis, IN 46204 

Courtyard by Marriott Indianapolis Downtown, 601 West Washington Street, Indianapolis, IN 46225  

SpringHill Suites by Marriott Indianapolis Downtown, 601 West Washington Street, Indianapolis, IN 46225 

HCPro/ACDIS 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. 


  • Retail price: $1,399.00
  • 15% discount when purchased with main conference: $1,189.15

Want to talk to a member of our dedicated team? Contact Us via email at hcevents@hcpro.com or 855-225-5341 ext. 4005.

2024 ACDIS Physician Advisor Forum

Who Should Attend?

  • Physician Advisor
  • Medical Director of UR/UM
  • Medical Director of Quality

2024 ACDIS Physician Advisor Forum

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 12 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 12 continuing education units towards fulfilling the requirements of the Certified Clinical Documentation Specialist certification, offered as a service of the Association of Clinical Documentation Integrity Specialists (ACDIS).

This program has been approved for 12 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.

This program has been approved for 12 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).

*And more to come!