
✅ 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

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

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

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


