Clinical Documentation Improvement Summit: Advancing the Documentation Journey. August 6 7, 2018 Baltimore, MD

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1 AGENDA Clinical Documentation Improvement Summit: Advancing the Documentation Journey MONDAY, August 6 August 6 7, 2018 Baltimore, MD Time 7:30 8:30 a.m. Registration 8:30 8:45 a.m. Welcome/Opening Remarks 8:45 9:45 a.m. Keynote HHS Director Description TBD [Speaker], [Employer] 9:45 10:45 a.m. How Clinical Validity Influences Quality Outcomes Evaluate coding guidelines and standards governing clinical validity Learn about appropriate jurisdiction and querying when it comes to specific guidelines Identify the quality metrics potentially most affected by clinical validity Assess case study examples illustrating the impact of clinical validity on quality outcomes *Cheryl Manchenton, RN, BSN, CPHM, Consulting Services, 3M Health Information Systems, Atlanta, GA 10:45 11:15 a.m. Networking Break 11:15 a.m. 12:15 p.m. TRACK 1 CDI Beyond the Inpatient Setting Clinical Documentation Improvement in the Physician Office Review the challenges in Clinical Documentation Improvement that are specific to the physician office setting Identify roles that will participate in CDI in the physician office Present tools for working with physicians and clinical staff in improving documentation Kim Garner Huey, MJ, CCS-P, CHC, CPC, PCS, CPCO, KGG Coding and Reimbursement Consulting, Alabaster, AL Sandra Giangreco, RHIT, CCS, CCS-P, CHC, PCS, CPC, COC, CPC-I, COBGC, CHAN Healthcare Auditors, Clayton, MO 1 TRACK 2 Provider and CDI Engagement Putting the Pieces Together Opportunities for CDI Advancement Appreciate the impact CDI has towards quality healthcare practices within their organizations Gain insight of CDI development from an historical perspective Recognize gaps in communication technologies between healthcare departments through case studies and test scenarios Heather Nelson, PA-C, CCS-P, RHIA, HIM, St. John's Medical Center, Jackson, WY

2 12:15 1:30 p.m. LUNCH TRACK 1 CDI Beyond the Inpatient Setting 1:30 2:30 p.m. A Tale of Two Settings: Risk Adjustment in Inpatient and Outpatient Care Environments Identify differences in documentation and diagnosis reporting for acute inpatient and outpatient (chronic) care management Review HCC mapping categories for ICD- 10-CM codes Expand CDI concepts for CC & MCC to include HCC capture for acute and chronic conditions TRACK 2 Provider and CDI Engagement Why You Need a CDI Educator Describe the role of the clinical documentation improvement educator Provide practical examples of the work of a clinical documentation improvement educator Identify why they should have a dedicated educator for their program Melissa Maguire, BSN, Clinical Documentation Improvement, Penn State Hershey Medical Center, Hershey, PA Stephanie Cantin-Smith, RN, MSN, CCDS, CDI consulting Optum 360, Optum 360, Eden Prairie, MN *Betty Stump, MHA, RHIT, CCS-P, CDIP, CPC, CMPA, Medicare Risk Adjustment Consultant at UHC, Phoenix, AZ 2:40 3:40 p.m. Advancing the Physician Practice Clinical Documentation Improvement Process Explore opportunities within the physician practice setting to develop a cost-effective CDI process Optimization of the EHR functionality, analysis of provider data, physician/coder collaboration and education Evaluate the process for implementing a cost-effective physician practice CDI process Lisa Hart, MPA, RHIA, AHIMA-Approved ICD-10 Trainer, himagine solutions, Inc, Tampa, FL Provider Engagement: Resident Documentation in the Inpatient Setting Evaluate the impact of resident engagement Appreciate education plans for continuous engagement throughout family medicine and trauma rotations Review examples of resident documentation and share successful teaching tools *Judian McDowell, BSN, RN, CPHQ, CCDS, Health Information Management, Columbus Regional Health, Columbus, GA 3:40-4 p.m. Networking Break 4 5 p.m. Trinity Health s Multi-disciplinary Enterprise Outpatient CDI Strategy Evaluate the Trinity Health Outpatient CDI Strategy. Assess the tools Trinity Health has in place to support Outpatient CDI Aligning and Engaging Providers with Risk Adjustment Coding Activities Deliver a provider s perspective on the importance of risk adjustment in value-based reimbursement models, (e.g. MACRA / MIPS and Medicare Advantage). Explain proven methods to drive provider alignment and engagement in capturing and

3 Discover some of the challenges and barriers and success seen during the implementation process of Outpatient CDI Judy Moreau, RN, MBA, Revenue Excellence, Trinity Health, Livonia, MI Andrea McLeod, RHIT, BAS, Revenue Excellence, Trinity Health, Livonia, MI addressing hierarchical clinical conditions (HCCs) Introduce new technology that is being developed to support providers with risk adjustment coding tasks Ellis Mac Knight, MD, MBA, Hospital Operations Strategic Services, Coker Group, Alpharetta, GA Day CEUS, CNEs (TBD) *Speaker invited, pending confirmation

4 TUESDAY, August 7, 2018 Time 7:30 8 a.m. Registration 8 9 a.m. Role Play Physician, CDI Professional, Coding Professional (AMA and AHIMA) [Description] [Speakers], [Employers] 9 10 a.m. Can You Turn Your Chief Financial Officer into a True CDI Program Champion via Data Analytics? You Bet Ya! Explore how CHRISTUS Health reports CDI impact in ways the CFO and other executives can appreciate Provide the participant with a roadmap on how to effectively use data analytics to measure CDI impact Discover how to use data to show CDI program impact Assess how CHRISTUS uses executive friendly data analytics to gain and maintain support of the CFO for long-term program support Elbert R. Amison, Jr., Revenue Cycle/CDI, Alvarez and Marsal, Dallas, TX Ryan Fowler, RN, BSN, MHA, Clinical Operations Excellence, CHRISTUS Health, Irving, TX 10 10:30 a.m. Networking Break TRACK 1 Technology Trends for Program Improvement TRACK 2 Hot TRACK 3 Physician Focus 10:30 11:30 a.m. Learn How a Renowned Academic Health System Transformed Its Query Process through Mobile Technology Assess how technology can be designed so physicians actually enjoy using it Discover how smart query technology is changing the role of the Clinical Documentation Specialist (CDS) Recognize the benefits of simplifying query workflow Marisa MacClary, Artifact Health, Inc., Boulder, CO Remote versus On-site How CDI Benefits from Both Evaluate pros and cons for on-site versus remote CDI programs Discuss the importance of communication for the success of the CDI program Assess processes are for training remote staff Cathy Glover, RHIT, HIM Dept, WVU Medicine, Morgantown, WV

5 11:30 a.m. 12:30 p.m. LUNCH TRACK 1 Technology Trends for Program Improvement TRACK 2 Managing the Clinical Aspects of Denials TRACK 3 Physician Focus 12:30 1:30 p.m. 1:40 2:40 p.m. Performance Review for Clinical Documentation Improvement Programs Discover how to articulate the role of auditing in the performance review process Define appropriate requirements for completing a chart audit Utilize an audit tool to objectively assess staff performance Fran Jurcak, MSN, RN, CCDS, Iodine Software, Austin, TX Leveraging Artificial Intelligence (AI) for CDI, Coding and Quality Explore some of the ways AI is being infused into daily work flow, allowing organizations to improve documentation at the point of capture Discover how to prioritize the review of cases based on target conditions, ROM/SOI, HAC and much more Assess the features of AI that help reduce the time it takes to code a chart Rebills and Relationships A Big Win for CDI and Coding. The Evolution of Reconciliation Process from Post- to Pre-Bill Explain three benefits of a pre-bill reconciliation process to an organization. Outline a strategic approach to the implementation of a pre-bill reconciliation partnership between CDI and Coding professionals. Identify key performance metrics to track to evaluate success of the pre-bill reconciliation process. Carrie Willmer, RN, CCDS, CDIP, CDI, SCL Health, Lakewood, CO Carolyn Page, BAS, CCS, SCL Health, Lakewood, CO The Role of CDS in the Management of Clinical Validation Denials Describe how CDS is a natural fit for managing denials and authoring appeals Explain how CDS's can expand their traditional roles by proactively asking for specific clinical documentation to support documented diagnoses ahead of clinical validation denial Define how to ask the tough questions, in a compliant manner, to support clinical validation in the medical record. Denise Wilson, MS, RN, RRT, Clinical Appeals, Denial Research

6 Heather Eminger, CDI/Coding, Dolbey, Concord, OH Group d.b.a. AppealMasters, Towson, MD 2:40-3 p.m. Networking Break TRACK 1 Technology Trends for Program Improvement 3 4 p.m. Is Your Documentation Lost in Translation Discuss the partnership, the dream team approach, of clinical documentation specialists (CDSs) and the coding professionals (CPs) working together Recognized the importance of concurrent and retrospective CDS and CP partnerships Identify ways to ensure a solid foundation is built for the success and sustainability of a CDI program Pauline O Dowd, RN, BSc, CCRN, CCDS, CDIP, Huron Healthcare, Acworth, GA, Maria DeMarco, RHIT, CCS, CCDS, Healthcare, Huron Healthcare, Chicago, IL TRACK 2 Managing the Clinical Aspects of Denials Effectively Managing Sepsis Denials Identify different sepsis criteria and learn how to establish your organization s definition of sepsis Employ the ESCAPE methodology to design and implement an effective sepsis denials management process Evaluate sample denial letters for opportunities to successfully fight cases. Krysten Brooks, RN, BSN, MBA, Consulting Services, 3M Health Information Systems, Atlanta, GA TRACK 3 Physician Focus *Speaker invited, pending confirmation Day CEUs, CNEs (TBD) The American Health Information Management Association (AHIMA) is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center s Commission on Accreditation.

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