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, May 7, 2023 – Monday, May 8, 2023 | Chicago, IL

Join us for The Physician Advisor’s Role in CDI, ACDIS’ premier education offering for physician advisors. Engage in two days of education delivered by the country’s leading physician advisors, or stay for the 2023 ACDIS national conference and kick off a week of learning.

With two tracks on day 1, this event is perfect for new and veteran physician advisors. Track 1, Physician Advisor 101: Core Skills and Responsibilities, led by Trey La Charité, MD, FACP, SFHM, CCS, CCDS, breaks down the key responsibilities of the physician advisor, building a strong foundation for those new to the role. Track 2, Expanding and Innovating the Role of the Physician Advisor, 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 days include leveraging metrics to demonstrate return on investment, using a peer-to-peer process to improve denial rates, creating a physician advisor dashboard to track metrics, decreasing DRG denials through specific strategies, engaging providers in documentation efforts from the start, 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 Role in CDI and the 2023 ACDIS national conference? Save 15% on this pre-conference event with your conference registration.

The Physician Advisor's Role in CDI


Day 1—Sunday, May 7, 2023

Track 1: Physician Advisor 101: Core Skills and Responsibilities
Trey La Charité, MD, FACP, SFHM, CCS, CCDS

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

8:00 a.m. – 9:10 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

9:20 a.m. – 10:25 a.m.
Ready, Set, Intervene! Managing Problems, Pitfalls, and Personality Disorders

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

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

10:45 a.m. – 11:45 a.m.
What Should I Be Putting in the Chart?

  • The basic documentation practices every provider should routinely employ
  • Best practices for operative note construction
  • Helpful documentation practices to ensure medical necessity and correct hospital status determinations
  • 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

  • Understand CMS’ “double jeopardy” for hospitals
  • 10 rules to stay on the straight and narrow
  • Acceptable CDI query construction practices
  • The times when provider queries are needed

2:10 p.m. – 3:10 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
  • EMR-specific risks for your CDI program
  • Why your facility is a Recovery Auditor target
  • Specific Recovery Auditor tactics employed to issue denials to your facility
  • Handling other unanticipated problems in CDI

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

  • Suggestions for CDI team composition, organization, and getting team members up to speed
  • 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
  • Potential physician advisor time requirements and how to get paid

4:30 p.m. – 5:00 p.m.

5:00 p.m.
Track 1 Adjourns


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

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

8:00 a.m. – 9:10 a.m.
From Nay to Yay: Winning Denials and Increasing Revenue Using Custom CDI and Peer-to-Peer Process

Kory Anderson, MD, CHCQM, FACP, and Takiko May, MD, FACP, CHCQM

  • Who is denying you, how often, and why?
  • Build a foundation of success through relationships and payer contracting involvement
  • Set up a multifunctional team to close the loop on all reviews, using technology to automate portions of the process
  • Improve patient outcomes by identifying process issues that impact care (and cost) because we are aligned in goals of great patient care at the lowest reasonable cost

9:20 a.m. – 10:25 a.m.
Physician Advisor Program: Dashboard, Metrics, and Workflows
Deepa Velayadikot, MD, CHCQM-PHYADV

  • Develop a formal structured physician advisor program
  • Define and create a physician advisor dashboard and metrics
  • Optimize physician advisor workflows in EHR

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

10:45 a.m. – 11:45 a.m.
PSQ & HRC: Aligning Patient Safety and Quality With the Hospital Revenue Cycle

Wendy Arafiles, MD, FAAP

  • Understand how siloed processes can lead to mixed messaging for providers, as goals of the hospital revenue cycle (HRC) and patient safety and quality (PSQ) departments can sometimes be contradictory
  • Combine knowledge of hospital finance with experience in day-to-day operations of patient care to create shared strategies that may meet HRC and PSQ goals more efficiently  

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

1:00 p.m. – 2:00 p.m.
Catch Them Young and Watch Them Grow!

Deepa Velayadikot, MD, CHCQM-PHYADV

  • Innovative strategies for provider education
  • The power of early education to engage our new generation (medical students, residents, fellows)
  • Understanding the “why”

2:10 p.m. – 3:10 p.m.
Drive Outcomes and Dollar Capture With an Effective In-House CDI Physician and APP Education Program

Kory Anderson, MD, CHCQM, FACP, and Takiko May, MD, FACP, CHCQM

  • Determine what data tells us about quality, safety, and financial outcomes
  • Identify key stakeholders to partner with, and leverage physician-to-physician relationships to foster buy-in and engagement
  • Communicate the who, what, why, and how regarding clinicians’ impact on critical metrics
  • Measure the financial and quality impact and close the loop with leaders and physicians/APPs

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

3:30 p.m. – 4:30 p.m.
The Physician Advisor Perspective: Guiding CDI to Expand Impact

Julie Kolinski, MD            

  • Develop clear CDI program goals that are not limited to financial capture
  • Master strategies for prioritizing cases to review and developing a quality query metric
  • Empower a group of decision-makers when conflicts arise between CDI, coding, and physician advisor perspectives 

4:30 p.m.
Track 2 Adjourns

Day 2—Monday, May 8, 2023

7:00 a.m. – 8:00 a.m.
Networking Continental Breakfast

8:00 a.m. – 9:00 a.m.
Leverage Technology to Improve Mortality Scores and Provide Best-in-Class End-of-Life Care

Kory Anderson, MD, CHCQM-PHYADV, FACP, and Takiko May, MD, CHCQM, FACP

  • Review relevant data and describe an algorithm to identify where opportunities lie in the observed vs. expected
  • Share data findings and tactics for improvement with key stakeholders
  • Lay the foundation for improvement through physician and APP education and engagement
  • Use NLU/NLP technology to improve clinical documentation and identify patients who may be at end of life

9:10 a.m. – 10:10 a.m.
The 123s of HCCs
Purvi K. Shah, MD

  • Define Hierarchical Condition Categories (HCC) and provide examples of common HCC diagnoses
  • Describe the role of HCCs and the Risk Adjustment Factor (RAF) in risk-based contracting and value-based care as well as the impact of these on fee-for-service payers
  • Understand how to compliantly capture an HCC through MEAT criteria
  • Articulate the impact of complete and accurate HCC documentation on reimbursement

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

10:30 a.m. – 11:30 a.m.
Clinical Validation Denials: How to Play and Win the Game

Carrie Alme, MD

  • Explore how clinical validation denials are an increasing foe for physician advisors and hospital systems
  • Discuss strategies for short-term and long-term success using both common and novel approaches

11:30 a.m. – 12:45 p.m.
Networking Lunch (provided)

12:45 p.m. – 2:45 p.m.
Optimizing Hospital Performance Data: Small Group Exercise in Mortality Reviews

Trey La Charité, MD, FACP, SFHM, CCS, CCDS

  • How to successfully implement a mortality review process at your organization
  • Understand the expected and unexpected results of creating a mortality review process
  • Engage in small group reviews of actual mortality cases for improved diagnosis capture and documentation revision opportunities
  • Understand when discovered documentation opportunities should or should not be added to a mortality record

2:45 p.m. – 3.00 p.m.
Networking Break

3:00 p.m. – 4.00 p.m.
How to Get the C-Suite to Work for You

Carrie Alme, MD, and Julie Kolinski, MD

  • Display how to meaningfully translate the work of utilization review to leadership to guide focus
  • Highlight how to create business proposals that allow for CDI expansion over time
  • Aim high! Discuss how you can use internal processes and data tracking to work on the ultimate goal of contract improvements

4:00 p.m.
Pre-Conference Adjourns

Agenda subject to change

The Physician Advisor's Role in CDI


Deepa Velayadikot, MD, CHCQM-PHYADV, is the medical director of care coordination and the medical director of hospital medicine for Cooper University Hospital, which is the leading academic health system and only Level I trauma center in South Jersey. She is also an assistant professor of clinical medicine at Cooper Medical School of Rowan University and director of educational programs including the Care Coordination Clerkship and Utilization Management and Observation Services elective. She is board certified in internal medicine and is a hospitalist physician and physician advisor. She oversees the Cooper Physician Advisor program, which she both developed and expanded.

Kory Anderson, MD, CHCQM-PHYADV, FACP, is the medical director for Intermountain Healthcare’s physician advisor services (IPAS) and CDI team. He also functions as the interim quality medical director. His accountability in these roles includes physician utilization review, CDI, physician education, denials and appeals work, and quality oversight. Dr. Anderson has worked at Intermountain Healthcare for 14 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 30 physicians and 45 nurses.

Takiko May, MD, CHCQM, FACP, is a practicing hospitalist with 20 years’ experience and is currently a part-time nocturnist at Logan Regional Hospital in Logan, Utah. She joined the Intermountain physician advisor services team as a CDI physician educator in 2015 and currently leads the education team of 10 physicians in the Canyons region of Intermountain Healthcare, supporting documentation education needs for physicians and APPs in 24 hospitals. This work dovetails with her concurrent work in appeals and denials, as accurate documentation is critical in reducing medical necessity denials. She is passionate about creating an accurate patient record that reflects the acuity of the individual’s health.

Carrie Alme, MD, is a physician advisor for Froedtert Hospital in Milwaukee and an assistant professor at the Medical College of Wisconsin. She has been a physician advisor for eight years, focusing on utilization review and denials. She continues her 15 years as a hospitalist specializing in advanced heart failure and enjoys advocating for patients.

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 four books in the field of CDI that address physician advisor training, program management, and Recovery Auditor appeals. He is a practicing hospitalist, a clinical assistant 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. He is a past ACDIS Advisory Board member and a regular presenter at the ACDIS pre‐conference physician advisor boot camp and the annual ACDIS meeting.

Wendy Arafiles, MD, FAAP, has been a practicing pediatric hospitalist at Phoenix Children's Hospital for over 15 years with a specific interest in children with medical complexity and technology dependence. She has also filled the role of medical director of the CDI program since 2018. In her dual roles, she intertwines skills in medical education, innovations in quality improvement for children with medical complexity, and foundational understanding of hospital finance. Her goals are to optimize the institution's ability to describe the complexity of the patient population and develop high-value programs in patient and family service. Arafiles has presented on both CDI and medical complexity topics at several national conferences, and she is an active member of the Pediatric Documentation Research Collaborative, a research group that focuses on documentation-related issues in pediatric hospitals.

Julie Kolinski, MD, is a physician advisor for Froedtert Hospital in Milwaukee and an associate professor at the Medical College of Wisconsin. She practices as an internal medicine and pediatric hospitalist. As a physician advisor, she helps oversee utilization management, denials, and CDI. In 2021, she became the enterprise associate chief quality and patient safety officer, focusing on patient safety and the mortality review process, clinical standardization/stewardship, and transitions of care.

Purvi K. Shah, MD, is a primary care internist and medical director of population health—complexity capture and post-acute care at NorthShore University Health System in Evanston, Illinois. Her focus is on improving complete and accurate documentation in the ambulatory setting and improving transitions across the continuum of patient care. She is passionate about improving quality without increasing clinician workload. She is a member of the ACPA CDI Committee and ACDIS Leadership Council. She attended Vanderbilt University School of Medicine and completed her internal medicine residency at Northwestern University prior to joining the professional staff at NorthShore University Health System in 2009.

The Physician Advisor's Role in CDI


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The Physician Advisor's Role in CDI


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

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

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

Add ACDIS Conference from May 8 – 11, 2023!

The Physician Advisor's Role in CDI

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 12.25 AMA PRA Category 1 CreditsTM. Physicians should only claim credit commensurate with the extent of their participation in the activity.

This program has been approved for 12.25 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 12.25 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).