CDI Educator Boot Camp

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CDI Educator Boot Camp Online

Product Code: XEDBO

1st Attendee $899.00*
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This online Boot Camp is a great choice for those looking for self-paced training. You receive 24/7 access to the course—with the ability to submit questions to our instructors—for 60 days after purchase.

CDI Educator Boot Camp Online

Course Overview

Earn your CDI Educator Certificate with this new training program!

The experienced team of ACDIS CDI educators has trained thousands of CDI professionals over the years. Now, they’re bringing their expertise to fellow educators with the newly released CDI Educator Boot Camp.

Health systems have found the CDI educator role to be a valuable tool for developing system-based training programs, providing oversight through audits, standardizing education and onboarding, and elevating provider education. The CDI Educator Boot Camp teaches best practices so that CDI educators are equipped with the tools they need to train others.

The online CDI Educator Boot Camp is focused on the role and responsibilities of the CDI educator and can be taken at your own pace . This course will give students the guidance they need to excel in the educator role.

The class will also help educators:

  • Anticipate obstacles to learning and learn strategies to overcome them when dealing with adult learners
  • Adjust teaching plans/techniques to both remote and live learning environments
  • Develop exercises and test questions that demonstrate and evaluate critical thinking skills
  • Initiate a comprehensive onboarding plan for new staff
  • Develop and initiate a competency assessment plan for existing staff that includes regular chart audits and constructive feedback
  • Design an effective provider education program

The final portion of the online version of the CDI Educator Boot Camp features bite-size training on core training skills and teaching competencies:

  • Brief eLearning courses related to:
    • Presentation and public speaking skills
    • Dynamic training techniques
    • Leading new employee orientation
  • Articles from ACDIS’ CDI Journal featuring insights from seasoned CDI educators and auditors

CDI Educator

Graduates of the CDI Educator Boot Camp demonstrate that they have cultivated both the both the CDI knowledge and the fundamental training skills necessary to be a successful educator. They earn the CDI Educator Certificate and are allowed to use the designation ACDIS-Approved CDI Educator in their resumes, biographical information, and email signatures.

This isn't just any CDI course. Check out all the benefits of this HCPro online Boot Camp:

  • Ask the Expert: You can also email questions to our instructors. We try to answer all questions either via email or phone within two business days.
  • 60-day access to instruction after purchase: You have 60 days to work through all modules and complete assignments.
  • 24-hour access: Instruction is available at any time of day—you choose the time that works for you.

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 800-650-6787 or email

CDI Educator Boot Camp Online


Below is the current course schedule for upcoming Leadership in CDI Boot Camp Online classes.

To view our cancellation policy, click here.



Class Dates

Registration Deadline

August 2024 - October 2024

8/13/2024 - 10/12/2024 8/12/2024

September 2024 - November 2024

9/10/2024 - 11/9/2024 9/9/2024

October 2024 - December 2024

10/8/2024 - 12/7/2024 10/7/2024

November 2024 - January 2025

11/12/2024 - 1/11/2025 11/11/2024

December 2024 - February 2025

12/3/2024 - 2/1/2025 12/2/2024

CDI Educator Boot Camp Online


Module 1: The History of CDI: Where It Began, Where CDI Is Now, and CDI for the Future

  • History of medical record documentation and early payment models
    • Meaningful documentation
    • Private payers (BCBS)
    • Initiation of Medicare and Medicaid programs
    • Initiation and implementation of ICD in the United States
    • Development of DRG and IPPS
    • Regulatory oversight
  • The evolution of CDI
    • ACDIS
    • AHIMA/ACDIS joint effort for compliant query practices (Query Practice Brief)
    • Additional support for CDI departments: the CDI educator
    • Resources and support for CDI educators

Module 2: The Role of the CDI Educator

  • Mentoring vs. coaching
    • Defining the scope of work for CDI educators
    • Common job requirements of CDI educators
    • Working with physician advisors
    • Education planning for providers
  • Mission creepIdentifying mission creep
    • Scope of work for managers vs. CDI educators
    • Appropriately managing defined roles (case scenarios)

Module 3: The CDI Educator’s Role in Onboarding

  • Differentiation between onboarding and training
    • Aligning onboarding with the CDI department’s and organization’s mission
    • Creative ways to onboard new CDI specialists
      • On-site vs. remote onboarding
      • Single-organization vs. multiple-site onboarding
  • Onboarding physician advisors and providers
    • Identifying past experience
    • Availability of the physician advisor (split role with UR)
    • Onboarding new providers effectively
  • Onboarding process in other departments
    • CDI’s role in other departments (quality, UR, nursing, or coding)

Module 4: Learning Essentials

  • Critical thinking
    • Developing critical thinking skills
  • Bloom’s taxonomy of learning
    • The six levels of active learning
    • Creating measurable learning
    • Connecting critical thinking with measurable learning goals
  • Learning styles and adapting education
  • Education planning
    • Techniques to assess baseline knowledge (CDI and providers)
    • Identifying goals and what is needed to achieve them (gap analysis)
    • Root cause analysis
    • Closing the gap (solutions)
  • Developing educational materials
    • Understanding copyright law
    • Developing tip sheets, newsletters, and homework assignments
    • Reaching your audience

Module 5: Training and Education for New CDI Specialists

  • Orientation timeline
  • Identifying and supporting preceptors
  • Identifying education metrics vs. CDI metrics outlined by the CDI manager
  • Developing a training calendar (week by week)
  • Setting up shadowing with coding
  • Developing CDI homework assignments
  • Supporting weekly education with additional resource outlines/handouts

Module 6: Training and Education for Experienced CDI Specialists

  • Orientation timeline
  • Identifying and supporting preceptors
  • Identifying education metrics vs. CDI metrics outlined by the CDI manager
  • Developing a training calendar (week by week)
  • Assessing potential knowledge gaps and developing new skills

Module 7: Training and Education for Physician Advisors and Providers

  • Physician advisors
    • Promoting positive working relationships
    • Shaping the role to the organization’s needs
    • Unified front (reduction of mixed messaging)
    • Working with physician advisors to identify areas of opportunity
    • Scope of work for physician advisors and CDI educators
    • Expectations of certification (CCDS)
    • Networking and learning resources
  • Providers
    • Buy-in and support from leadership
    • Developing clear expectations and providing feedback
    • Developing education plans based on outlined metrics (individual CMI/query responses)
    • Education calendar (monthly lunch-and-learns)
    • Challenges with on-site vs. remote education (i.e., performing rounds)
    • Developing escalation processes
    • Education sessions or newsletters to praise performance
    • Developing education plans for specialties (surgery, cardiology, neurology, trauma)
    • Education metrics for specialty services

Module 8: Record Reviews, Identifying Query Opportunities, and Compliant Query Writing

  • Pros and cons of remote vs. on-site environments
  • Navigating the EHR (pre-record review)
  • Defining the “why” behind the review
  • Record reviews for new CDI specialists
  • Record reviews for experienced CDI specialists
  • Promoting critical thinking
  • When a record review should begin
    • Elements to look for in the ED note and H&P
  • Subsequent reviews and discharge summaries
  • Reconciliation process

Module 9: Auditing and Feedback

  • Communication techniques (verbal and written)
  • Developing an education auditing tool
    • Queries (compliance/appropriateness)
    • Record reviews (missed opportunities)
  • Feedback on education metrics for the CDI department
  • Feedback on education metrics for providers

Module 10: Keeping Up With Industry Trends

  • Education for CDI educators
    • How to stay “in the know”
      • Daily articles/industry trends
      • CMS newsletters
      • Journals (JAMA, CDI Journal)
      • Industry memberships (ACDIS, AHIMA, AAPC)
      • Changes in medicine/surgery

CDI Educator Boot Camp Online

Learning Outcomes

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

  • Establish and communicate expectations for CDI educators with leadership and staff
  • Design an onboarding plan for new CDI specialists that assesses learning needs and tracks progress
  • Identify opportunities to promote collaboration with other departments through education
  • Identify and execute strategies to adapt to individual learning styles
  • Develop orientation plans and timelines that account for an individual’s CDI experience
  • Utilize Bloom’s taxonomy to create measurable learning objectives
  • Develop educational materials that foster development of critical thinking in CDI practice
  • Develop and maintain an effective provider education program
  • Develop an auditing plan to identify learning opportunities

Continuing Education

This program has the prior approval of AAPC for 7 continuing education hours. Granting of prior approval in no way constitutes endorsement by AAPC of the program content or the program sponsor.

This program has been approved for 7 continuing education units towards fulfilling the requirements of the Certified Clinical Documentation Specialist (CCDS) certification, offered as a service of the Association of Clinical Documentation Integrity Specialists (ACDIS).

This program has been approved for 7 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.

HCPro is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation. This educational activity for 7 nursing contact hours is provided by HCPro.