The Physician Advisor's Role in CDI

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The Physician Advisor's Role in CDI

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The Physician Advisor's Role in CDI

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

Clinical documentation integrity (CDI) physician advisors (PAs) are crucial links between the medical staff who define, diagnose, and document their patients’ conditions and treatments, and the CDI and coding staff. PAs can make the difference between success and failure of a CDI process and workflow. According to a recent ACDIS Industry Overview Survey, 64% of respondents reported their medical staff as highly or mostly engaged, but 72.38% of those who have a full-time advisor and 67.95% of those with a part-time advisor reported the same high levels of engagement.

Join us for The Physician Advisor’s Role in CDI, the nation’s only event dedicated to the CDI physician advisor. Our most popular pre-conference event returns for its ninth straight year with all new content delivered by some of the best physician advisors and educators in the country.

On Day 1 attendees have their choice to attend one of two tracks. Track 1 is our popular Physician Advisor 101: Core Skills and Responsibilities with Trey LaCharite, which teaches the nuts and bolts of the physician advisor role and is best for those new to the role. Track 2, Expanding and Innovating the Role of the Physician Advisor, features presentations by physician advisors from some of the nations’ leading organizations including Mayo Clinic, Ascension, and Cooper Health covering a wide range of topics including implementing an outpatient CDI program, hospital integration and CDI standardization, peer review, HHS-HCCs (different than CMS-HCCs) and measuring success and targeting deficiencies with analytics and metrics.

At the end of day 2 attendees will enjoy thoughtful case study review and a rare opportunity for peer-to-peer discussion in structured small roundtable conversations.

The Physician Advisor's Role in CDI


Day 1: Sunday, October 24, 2021

Track 1: Physician Advisor 101: Core Skills and Responsibilities

Trey LaCharité, University of Tennessee Medical Center

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

8:00 a.m. – 9:00 a.m.
Achieving Medical Staff Buy-In

  • How to explain the goals of your CDI program
  • What your providers don’t know about their documentation and their publicly reported performance data
  • What your providers don’t know about your facility
  • How to explain why CDI is crucial for your providers’ future and their facility

9:00 a.m. – 10:00 a.m.
Ready, Set, Intervene!  Managing Problems, Pitfalls, and Personality Disorders

  • Understanding the obstacles you and your program will face
  • 10 rules for ensuring CDI program success
  • Strategies to improve medical staff compliance
  • Practical suggestions for that difficult provider conversation

10:00 a.m. – 10:15 a.m.


10:15 a.m. – 11:00 a.m.
Well … What Should I Be Putting in the Chart?

  • Review the basic documentation practices every provider should routinely employ
  • Review best practices for operative note construction
  • Helpful documentation practices to ensure medical necessity and correct hospital status determinations
  • Learn strategies to encourage provider adoption of new documentation habits

11:00 a.m. – 12:00 p.m.
Stay Within the Lines! How to Conduct a Compliant CDI Program

  • Understand CMS’ “Double Jeopardy” for hospitals
  • 10 rules to stay on the straight and narrow
  • Review acceptable CDI query construction practices
  • Review when provider queries are needed

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

1:30 p.m. – 3:00 p.m.
Stop, Drop, and Roll! Managing the Unexpected Fires

  • The impact of your CDI program on other hospital departments and how to manage those issues
  • Review EMR-specific risks for your CDI program
  • Understand why your facility is a recovery auditor target
  • Learn specific recovery auditor tactics employed to issue denials to your facility
  • Handling other unanticipated problems in CDI

3:00 p.m. – 3:15 p.m.

3:15 p.m. – 4:30 p.m.
Practical Considerations: CDI Team Structure and PA Position Development

  • Suggestions for CDI team composition, organization, and how to get them up to speed
  • Review successful CDI physician advisor characteristics
  • Who should be your CDI program’s physician advisor?
  • The other roles of the active and involved CDI physician advisor
  • Review potential physician advisor time requirements and how to get paid

4:30 p.m. – 5:00 p.m.
Open Q&A

5:00 p.m.

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

Sam Antonios, James Manz, Brett Senor, Deepa Velayadikot

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

8:00 a.m. – 10:00 a.m.
Measurement, Metrics, and Analytics
Sam Antonios, Ascension Via Christi Health.

  • Understand the main metrics that drive performance of a CDI program
  • Understand critical thinking when examining measurement and any calculation.
  • Understand how to examine certain operational metrics using analytical tools and benchmarking
  • Review potential for advanced analytics in advancing hospital reimbursement and quality

10:00 a.m. – 10:15 a.m.

10:15 a.m. – 12:00 p.m.
Beyond CMS-HCCs: Introduction to HHS-HCCs for the Physician Advisor
Brett Senor, Enjoin

  • HHS-HCCs: Comparison with CMS-HCC model
  • HHS-HCCs: Uses
    • Marketplace risk adjustment
  • HHS-HCCs: Commonly encountered diagnoses
    • Overlap with CMS-HCCs
    • Important conditions with no CMS-HCC overlap
  • Educating healthcare system leadership on HHS-HCCs: Incentivizing buy-in beyond CMS-HCCs
  • Educating your providers using HHS-HCCs: Incentivizing buy-in

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

1:30 p.m. – 3:00 p.m.
Cooper University Physician Advisor Program
Deepa Velayadikot, Cooper University Hospital

  • Development and growth of a formal structured physician advisor program
  • Hospitalist physician as a physician advisor
  • ‘Catch them young!’ Educating medical students, residents, and fellows

3:00 p.m. – 3:15 p.m.

3:15 p.m. – 5:00 p.m.
Implementing an Outpatient CDI Program
James Manz, Mayo Clinic

  • Implementing an Outpatient CDI Program
  • Mayo Clinic Experience:  Implementation of an outpatient clinical documentation integrity Program
  • Clinical considerations for effective outpatient and ambulatory efforts

5:00 p.m.


Day 2: Monday, October 25, 2021

7:00 a.m. – 8:00 a.m.
Registration and breakfast

8:00 a.m. – 10:00 a.m.
Problematic Cases: Conditions Unsupported in the Health Record
Brett Senor, Enjoin

  • Frequently unsupported conditions that are at risk for denials
    • Clinical examples
  • Code titles that do not identify the condition correctly– situations in which it is proper to ignore the coding path
    • Clinical examples

10:00 a.m. – 10:15 a.m.

10:15 a.m. – 12:00 p.m..
Hands Off our Cash! Small Group Exercise in Appeals Development
Trey LaCharité, University of Tennessee Medical Center

  • Learn 10 rules for approaching and fighting recovery auditor denials
  • Review of actual cases where a recovery auditor has issued an MS-DRG downgrade
  • Understand the recovery auditor’s findings and the denial tactics employed
  • Appeal or not: All, some, or none?
  • Formulation of appeal strategies
  • Group review of the recovery auditor’s determinations and their appeal strategies with the class

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

1:30 p.m. – 3:00 p.m.
Care Coordination and Metrics in EPIC
Deepa Velayadikot, Cooper University Hospital

  • Physician advisor workflow and metrics in EPIC
  • Development of physician advisor program dashboard
  • Individual physician advisor metrics

3:00 p.m. – 3:15 p.m.

3:15 p.m. – 5:00 p.m.
Moderated Networking: Small Group Discussion
Small group roundtable breakout discussions on selected topics

5:00 p.m.

The Physician Advisor's Role in CDI


Sam Antonios, MD, Chief Medical Officer, Ascension Via Christi Hospitals

Trey La Charité, MD, FACP, SFHM, CCS, CCDS, Medical Director for Clinical Documentation Integrity and Coding, University of Tennessee Medical Center

James Manz, MD, CCDS-O, FAAO, consultant in spine and neurological surgery, physician chair Outpatient CDI Subcommittee, Mayo Clinic Health System

Brett B. Senor, MD, CRC, CCDS, Medical Director, Enjoin

Deepa Velayadikot, MD, CHCQM-PHYADV, Medical Director of Care Coordination, Medical Director of Hospital Medicine, Cooper University Hospital

The Physician Advisor's Role in CDI

Learning Objectives

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

  • Explain the optimal role of the physician advisor in a CDI department
  • Define HHS-HCCs and how they differ from CMS-HCCs
  • Identify optimal metrics to monitor and how to use metrics to drive provider engagement and systemwide improvement
  • Identify opportunities to expand the reach of a physician advisor, including process standardization and peer review
  • Describe best practices for starting an outpatient CDI program
  • Describe common reasons for payer denials and best practices for pre-emptive prevention and appeal

The Physician Advisor's Role in CDI

Conference Center and Hotel Info

The Physician Advisor's Role in CDI will be held October 24 – 25, 2021 

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:

The Physician Advisor's Role in CDI

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.

The Physician Advisor's Role in CDI

Continuing Education

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.

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 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).