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✅ A Structured, Executive-Level Evaluation of Your CDI Program

Our CDI Assessment provides a practical, high-return way to strengthen documentation integrity without operational disruption.

  • Independent review of program structure and workflow alignment
  • Sample documentation analysis to identify risk and opportunity (only 5 IP accounts needed to begin)
  • Evaluation of query compliance, tools, and monitoring processes
  • Executive-ready CDI Insights Report with prioritized recommendations

❌ Many CDI Programs Operate Without a Clear Performance Baseline

Even well-established CDI teams can develop workflow blind spots that impact revenue, compliance, and quality reporting.

  • Documentation variability limits accurate capture of patient complexity
  • Query compliance and monitoring processes lack standardization
  • KPI tracking exists, but actionable trend analysis is limited
  • Leadership lacks visibility into documentation risk and audit readiness

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How the CDI Assessment Works

Gain an objective, executive-level evaluation of your CDI program without operational disruption. Our structured assessment provides leadership with a clear performance baseline and prioritized improvement roadmap.

✅ Discovery call to align on program structure, workflows, and current challenges

✅ Focused review of 5 CDI-reviewed inpatient accounts (medical record and query documentation)

✅ Evaluation across documentation quality, query compliance, KPIs, and audit readiness

✅ Virtual presentation of findings with actionable recommendations


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We evaluate the core drivers of documentation accuracy, compliance integrity, and financial performance.
Our review examines both operational processes and measurable outcomes.

  • Program structure, reporting alignment, and account assignment criteria
  • Documentation specificity, discharge summary completeness, and clinical validation language
  • Query generation, monitoring, escalation workflows, and resolution tracking
  • Performance metrics including CMI, DRG accuracy, denial trends, and quality indicators

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Receive practical, data-driven insight that strengthens oversight and supports informed decision-making.
The assessment equips leadership with clarity and confidence.

  • Clear identification of documentation risk and missed opportunity trends
  • Executive-ready CDI Insights Report for leadership review
  • Prioritized recommendations aligned to performance impact
  • Actionable roadmap for short- and mid-term improvement initiatives

 

Proactive CDI oversight protects both revenue integrity and compliance readiness. Leadership accountability requires measurable validation of documentation performance.

  • Reduce audit exposure and denial vulnerability
  • Strengthen alignment between clinical care and reported outcomes
  • Improve visibility into documentation and query consistency
  • Establish a defensible baseline before major operational or technology initiatives

 

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Built specifically for 200–600 bed inpatient health systems seeking measurable improvement. Our approach is efficient, focused, and high-impact.

  • Minimal lift required from your team
  • No long-term commitment or complex integration
  • Structured, disciplined evaluation framework
  • Scalable recommendations aligned to organizational priorities

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