Starting from:

$179

Beyond the Query: Transforming Clinical Documentation Integrity for Compliance, Quality.

1 reviews

Presenter: Penny Jefferson, MSN, RN, CCDS, CCDS-O, CDIP, CCS, CRC, CRCR, CHDA, CPHQ, ACPA-C

Date: Tuesday, August 11, 2026

Time: 3 pm ET | 2 pm CT | 1 pm MT | 12 pm PT

Duration: 60 minutes


Course Description

Clinical Documentation Integrity (CDI) is rapidly evolving beyond its traditional focus on retrospective and concurrent queries. As healthcare organizations face increasing regulatory scrutiny, payer complexity, value-based reimbursement, artificial intelligence–driven technologies, and heightened expectations for documentation accuracy, CDI programs must become more proactive, integrated, and data-driven.

This webinar explores the next generation of CDI and how organizations can expand beyond the query process to improve documentation quality, strengthen compliance, reduce denials, and support accurate reimbursement. Participants will learn how CDI professionals can play a broader role by partnering with physicians, coding, health information management, quality, compliance, and revenue cycle teams to promote complete, accurate, and timely clinical documentation throughout the patient care journey.

The session will examine emerging CDI strategies, including early documentation review, provider education, workflow optimization, audit preparedness, risk adjustment support, and quality reporting initiatives. It will also discuss how technology, analytics, and artificial intelligence are reshaping CDI workflows while reinforcing the importance of clinical judgment and interdisciplinary collaboration.

Attendees will leave with practical insights and actionable strategies to modernize their CDI programs, improve operational efficiency, enhance documentation integrity, and position their organizations for long-term success in an increasingly complex healthcare environment.


Learning Outcomes

  • Describe the evolution of Clinical Documentation Integrity (CDI) beyond the traditional query process.
  • Explain the limitations of retrospective and concurrent CDI review models.
  • Identify emerging roles and responsibilities for today's CDI professionals.
  • Recognize opportunities for CDI to support denial prevention and revenue integrity.
  • Describe how technology and artificial intelligence are transforming CDI workflows.
  • Apply effective strategies to improve clinical documentation accuracy and completeness.
  • Strengthen collaboration between CDI, physician advisors, coding, and revenue cycle teams.
  • Explain the role of CDI in supporting quality reporting and risk adjustment initiatives.
  • Identify best practices for creating a proactive and integrated CDI program.
  • Develop practical approaches to enhance CDI performance, compliance, and organizational outcomes.

Areas Covered in the Session

  • The Evolution of Clinical Documentation Integrity (CDI)
    • From traditional queries to enterprise-wide CDI
    • Why CDI must adapt to today's healthcare environment
  • Traditional CDI Models and Their Limitations
    • Retrospective review
    • Concurrent review
    • Challenges of a query-focused approach
  • Key Drivers Transforming CDI
    • Regulatory changes
    • Payer expectations
    • Value-based care
    • Documentation quality demands
  • Expanding the Role of CDI Professionals
    • Beyond coding support
    • Clinical and operational contributions
    • Cross-functional leadership
  • Clinical Documentation Improvement Strategies
    • Early documentation review
    • Real-time documentation improvement
    • Reducing documentation gaps
    • Promoting documentation completeness
  • CDI and Denial Prevention
    • Preventing medical necessity denials
    • Strengthening clinical validation
    • Supporting accurate reimbursement
  • Technology and Artificial Intelligence in CDI
    • AI-assisted documentation review
    • Data analytics and reporting
    • Workflow automation
    • Human oversight and clinical judgment
  • Provider Education and Engagement
    • Documentation best practices
    • Physician feedback strategies
    • Building documentation awareness
  • Strengthening Interdisciplinary Collaboration
    • CDI and Physician Advisors
    • Coding and HIM partnership
    • Revenue Cycle collaboration
    • Quality and Compliance alignment
  • Supporting Quality Reporting and Risk Adjustment
    • Clinical quality measures
    • Risk adjustment documentation
    • Data integrity
  • Workflow Optimization for Modern CDI
    • Streamlining CDI processes
    • Improving communication
    • Increasing operational efficiency
  • Preparing for Audits and Regulatory Compliance
    • Documentation readiness
    • Compliance considerations
    • Audit support strategies
  • Building a Proactive CDI Program
    • Organizational planning
    • Performance monitoring
    • Continuous improvement
  • Future Trends in Clinical Documentation Integrity
    • Emerging technologies
    • Changing reimbursement models
    • The future role of CDI professionals
  • Interactive Q&A Session with Penny Jefferson

Recommended participants:

  • Certified Clinical Documentation Specialist
  • Clinical Documentation Integrity Specialist
  • Clinical Documentation Integrity Manager
  • Clinical Documentation Integrity Director
  • Physician Advisor for Clinical Documentation Integrity
  • Registered Health Information Administrator
  • Registered Health Information Technician
  • Certified Coding Specialist
  • Certified Coding Specialist – Physician-based
  • Certified Professional Coder
  • Certified Professional Medical Auditor
  • Certified Documentation Expert Outpatient
  • Health Information Management Director
  • Revenue Cycle Director
  • Revenue Integrity Manager
  • Utilization Review Manager
  • Case Management Director
  • Quality Improvement Director
  • Compliance Officer
  • Chief Medical Information Officer

About the Presenter

Penny Jefferson, MSN, RN, CCDS, CCDS-O, CDIP, CCS, CRC, CRCR, CHDA, CPHQ, ACPA-C is the Director of Clinical Documentation Integrity at UC Davis Health, where she leads enterprise-wide initiatives focused on improving documentation accuracy, medical necessity support, and revenue integrity. She brings extensive experience in CDI, revenue cycle operations, and regulatory compliance, with a focus on aligning documentation practices to meet evolving payer and regulatory expectations. Penny is a national speaker and educator, serving as a co-host of Talk Ten Tuesday and a recognized thought leader in the CDI and physician advisor space. She is actively involved in the American College of Physician Advisors (ACPA), where she co-chairs the CDI Committee and leads the CommUnity Denials and Appeals focus group, bringing together interdisciplinary leaders to address emerging challenges in documentation and audit defense. She is known for translating complex regulatory and operational concepts into practical, actionable strategies that support healthcare teams in improving documentation integrity, reducing denials, and strengthening overall revenue performance.


Additional Information

After Registration:
You will receive an email with login information and handouts (presentation slides) that you can print and share with all participants at your location.

System Requirement:
  • Internet Speed: Preferably above 1 Mbps
  • Headset: Any decent headset and microphone which can be used to talk and hear clearly

Can't Listen Live?
No problem. You can get access to an On-Demand webinar. Use it as a training tool at your convenience.

For more information, you can reach out to the below contact:

Toll-Free No: 1-302-444-0162
Email: care@skillacquire.com
Address: 651 N. Broad Street, Suite 206, Middletown, DE 19709

Snippets From Our Previous Session