Live Virtual CDI Educator Boot Camp

Course Overview

The role of CDI Educator is rapidly becoming a necessity for successful CDI departments. Job descriptions vary but responsibilities often include training of new staff, auditing and continued education of experienced staff, provider education, residency training and education for ancillary staff. This course addresses a number of concepts related to this role to include organizing and providing education/orientation of new CDI staff, the challenges of provider education, content development and available resources.

Module 1: The Evolution of CDI

•  Introduction: Historical Timeline of the Development of CDI
•  IPPS and Other Payment Methodologies
•  Congressional Oversight of Queries
•  MS-DRG Implementation
•  CDI Became an Outgrowth of Coding (2007 into a recognized specialty)
•  National and Local Conferences/Chapters
•  Moving from ICD-9 to ICD-10
•  Building Resources for CDI

Module 2: The Role of the CDI Educator

•  Role of CDI Educator
•  Work Environments
•  Job Descriptions
•  Mission Statements
•  Educational Resources
•  Single vs Multiple Facilities
•  CDI Software Advancements
•  Educational Challenges in CDI

Module 3: CDI Training and Development

•  Pre-Employment Exams
•  Development of Exam Questions
•  Learning Needs Assessment
•  Learning Theories
•  Learning Objectives
•  Education plans
•  Obstacles to Learning

Module 4: Building a Successful Onboarding Program

• A Successful Onboarding Process
  o The Development of Training Tools
  o Generating Class Discussions
  o Managing Group Discussions
  o Onboarding Timeframes
  o An Onboarding Calendar – Preview of Calendar
  o Training Tips for the Remote Environment vs. Onsite

Module 5: Training Techniques for CDI Specialists

•  Laying the Foundation
•  Coding Concepts for the New CDIS
•  Clinical Aspects for New CDI Specialists
•  An Introduction to Regulatory Compliance
•  Onboarding the Experienced CDI Specialist
•  Building Critical Thinking Skills

Module 6: The Development of Query Writing Skills

Part 1: Evaluating Query Practices

•  Evaluating the Existing Query Program
•  The Use of CDI Surveys to Guide Education
•  Using CDI Audit Findings to Develop Query Content
•  The Query as a Legal Document

Part 2: Developing Query Content

•  Know Your Audience
•  How to Identify Query Opportunities
•  Different Types of Queries
•  Identifying Appropriate Clinical Indicators
•  The Use of Prior History
•  Generating the Query Question
•  Identifying Compliant Query Choices
•  Clinical Validation Queries
•  Missed Query Opportunities
•  Identifying Complications – Cause and Effect (added)
•  Using Credible Sources for Teaching Content
•  Critical Thinking in Query Development

Module 7 Teaching Quality and Risk Adjustment Concepts

•  Required Documentation for Complications
•  ICD -10 Complication Codes
•  HVBP, HACRP, HRRP and HAC POA programs
•  Correct Identification of Patient Safety Indicators
•  Identifying Quality Resources
•  Strategies for Teaching Risk Adjustment Concepts

Module 8 Provider Education and Physician Advisors

•  Developing a Provider Education Plan
•  Working with a Physician Advisor
•  CDI Training for Physicians in a Resident Program
•  Remote versus Onsite Training
•  Promoting Provider Buy-In with Education

Module 9 CDI Metrics and Regulatory Compliance

•  Creating Value with Developing CDI Metrics
•  Office of Inspector General (OIG)
•  The False Claims Act
•  Target, Probe and Educate Audits (TPE)
•  The Comprehensive Error Rate Testing (CERT) Program
•  The Use of Pepper Reports

Module 10 Evaluating Competency for CDI Staff

•  Developing Effective Audit Tools
•  Creating and Different Types of Audits
•  Cultivating Assistance with CDI Audits
•  Implementing and Tracking of Education Goals and Plans
•  Core Measures and Mandatory Training
•  CDI Managements Role with CDI Audit Findings

Module 11 Ethical Principles in CDI

•  The Importance of Ethics in CDI
•  Ethical Principles – ACDIS Position Paper
•  Different Scenarios for Ethical Principles in CDI
•  Consistency with Calculating CDI Query Impact
•  Open Discussion/Question and Answer Session

Looking to train your whole team? We can bring our expert instructors to you! Learn more here!

How does the Live Virtual CCDS Exam Prep Class work?

Class is held Monday – Thursday for 1 week from 11:00 p.m. – 5:30 p.m. Eastern Time (3 classes).

Please Note: Four days before class starts, you will receive a welcome email that includes the dial-in information for the class.

Class is held Monday – Thursday from June 26  – June 29. Registration cut-off date: 6/19/2023

For more information about our Boot Camps, contact us at 615-724-7200 or email PD-IS@SimplifyCompliance.com.

Live Virtual CDI Educator Boot Camp

Course Outline/Agenda

Day 1: Introduction, review of course objectives and agenda

The Evolution of CDI

• IPPS and Other Payment Methodologies
• Congressional Oversight of Queries
• MS-DRG Implementation
• CDI Became an Outgrowth of Coding (2007 into a recognized specialty)
• National and Local Conferences/Chapters
• Moving from ICD-9 to ICD-10
• Building Resources for CDI

Break

The Role of the CDI Educator

• Role of CDI Educator
• Work Environments
• Job Descriptions
• Mission Statements
• Educational Resources
• Single vs Multiple Facilities
• CDI Software Advancements
• Educational Challenges in CDI

Lunch

CDI Training and Development

• Pre-Employment Exams
• Development of Exam Questions
• Learning Needs Assessment
• Learning Theories
• Learning Objectives
• Education plans
• Obstacles to Learning

Break

Complete CDI Training and Development module

Attendees will independently complete a learning style assessment.
Group discussion of their results and managing different learning styles when creating educational materials.

End of day wrap up. Allows time to catch up if running over, question and answer, problem solve specific situations and instructor led group discussion.

Day 2: Building a Successful Onboarding Program

A Successful Onboarding Process

• The Development of Training Tools
• Generating Class Discussions
• Managing Group Discussions
• Onboarding Timeframes
• An Onboarding Calendar – Preview of Calendar
• Training Tips for the Remote Environment vs. Onsite

Break

Training Techniques for CDI Specialists

• Laying the Foundation
• Coding Concepts for the New CDIS
• Clinical Aspects for New CDI Specialists
• An Introduction to Regulatory Compliance
• Onboarding the Experienced CDI Specialist
• Building Critical Thinking Skills

Lunch

The Development of Query Writing Skills (3:20 pm to 4:30 pm)

• Differing Types of Queries
• Identifying Appropriate Clinical Indicators
• The Query Question
• Compliant Query Choices
• Clinical Validation Queries
• Missed Query Opportunities

Break

Teaching Quality and Risk Adjustment Concepts

• Required Documentation for Complications
• ICD -10 Complication Codes
• HVBP, HACRP, HRRP and HAC POA programs
• Correct Identification of Patient Safety Indicators
• Identifying Quality Resources
• Strategies for Teaching Risk Adjustment Concepts

Day 3: Instructor led discussion, Q&A and problem solving

Provider Education and Physician Advisors

• Developing a Provider Education Plan
• Working with a Physician Advisor
• CDI Training for Physicians in a Resident Program
• Remote versus Onsite Training
• Promoting Provider Buy-In with Education

Break

CDI Metrics and Regulatory Compliance

• Creating Value with Developing CDI Metrics
• Office of Inspector General (OIG)
• The False Claims Act
• Target, Probe and Educate Audits (TPE)
• The Comprehensive Error Rate Testing (CERT) Program
• The Use of Pepper Reports

Lunch

Evaluating Competency for CDI Staff

• Developing Effective Audit Tools
• Creating and Different Types of Audits
• Cultivating Assistance with CDI Audits
• Implementing and Tracking of Education Goals and Plans
• Core Measures and Mandatory Training
• CDI Managements Role with CDI Audit Findings

Break

Ethical Principles in CDI

• The Importance of Ethics in CDI
• Ethical Principles – ACDIS Position Paper
• Different Scenarios for Ethical Principles in CDI
• Consistency with Calculating CDI Query Impact
• Open Discussion/Question and Answer Session

Course wrap up. Instructor led discussion, question and answer & problem solving.

Live Virtual CDI Educator Boot Camp

Schedule

June — Class Schedule (Eastern time)

Live Virtual CDI Educator Boot Camp

Learning Outcomes

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

• Develop a mission statement to guide CDI educational planning
• Anticipate obstacles in learning within the adult learner population
• Adapt teaching plan to different styles of learning
• Adjust teaching plans/techniques to both remote and live learning environments
• Implement a learning needs assessment
• 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, to include regular chart audits and constructive feedback
• Develop a provider education program

Live Virtual CDI Educator Boot Camp

Questions/Answers

What is the focus of the CDI Educator’s Boot Camp?
The CDI Educator’s Boot Camp is a three-day, classroom-based intensive training course that focuses on the role and responsibilities of the CDI Educator. The course offers guidance on the skills necessary for a CDI educator to succeed in their role. It focuses on: 

• Defining the role of a CDI educator
• Training and development needs of the CDI
• Building a successful onboarding program
• Training techniques to facilitate CDI learning
• Developing query writing skills
• Identifying significant learning topics
• Education of physicians and physician adviosrs
• Regulatory compliance
• Evaluating competency
• Ethical principals

What computer set-up do I need to attend this class?
his will be hosted on the GoToMeeting platform. Attendees should have access to a computer that has a microphone and speakers to participate, there is also an option to dial-in over a phone line if you need to connect on your phone. You can read the full system requirements for GoToMeeting by visiting https://support.goto.com/meeting/help/system-requirements-for-attendees-g2m010003. You can also test your system by visiting https://support.logmeininc.com/gotomeeting/get-ready.

What if I need to cancel or transfer my registration?
Please click here to view our cancellation policy.

What material does the course cover?
To view the course outline, click on "Course Outline" above.

Does the course require any previous experience or training?
This course is directed to those who are or wish to perform in the role of CDI educator. It is assumed all attendees will be well experienced and have worked in the role of a CDI specialist.

Who should attend? 

• CDI Educators
• CDI directors, managers, supervisors
• Those wishing to advance to a CDI educator role

Is there a discount for ACDIS members?
Yes. ACDIS members save $150 off the registration fee. Call 800-650-6787 to receive your discount or click here for more information.  

How is the course taught?
The course is taught using a combination of lecture, class discussion, and hands-on exercises/case studies.

Does HCPro ever share contact information (e.g., name, address, phone number, email address, etc.) with other companies?
Historically, we have not shared contact information with anyone outside of our company. However, it is possible that at some point we might share contact information with other companies that offer products and services that we think would be of interest to our customers. If you would like us to keep your contact information confidential, please let us know so that we can flag your information in our customer database as "Do Not Share."

How do I get more information? 
Contact us at 615-724-7200 or email PD-IS@SimplifyCompliance.com.