Thanks to Valerie Parent, RN, BSN, CCDS, CCRN-K, for donating the attached outpatient CDI monthly tracking tool. Parent is the clinical documentation improvement manager at Eastern Maine Medical Center in Bangor, Maine. She can be reached at vparent@emhs.org...

This sample was reviewed and approved by the ACDIS Resource Library Committee in 2023. The committee noted that if you use this resource, the basic format needs to be adjusted to the specificities of your organization.

Karen Chase, MS, BSN, RN, CCDS, assistant director of clinical...

This sample was reviewed and approved by the ACDIS Resource Library Committee in 2023. The committee noted that, though this template would be useful for those just starting out in mortality reviews, it would also require customized columns (ex. columns containing quality reviews) to reflect...

Ronna Mahlen composed this simple, five-question, CDI specialist query audit that your team can use to conduct regular peer reviews or self audits. She originally shared her tool on CDI Talk.

The attached Unanswered query and query conflict escalation policy is a sample policy for handling unanswered physician queries and/or CDI/coding conflicts that require resolution. The policy is courtesy of Lynne Spryszak, RN, CCDS, CPC-A, CDI education director for HCPro, Inc.

This sample flow chart illustrates the physician query process from initial query submission through to resolution. Lynne Spryszak, RN, CCDS, CPC-A, CDI education director at HCPro, Inc., in Danvers, MA, included this chart in her 2010 audio conference presentation...

A sound CDI program can’t be built on the needs of a single staff member, regardless of his or her qualifications, you have to build the business case for a flexible schedule based on the program’s overarching needs and the benefit of that role to the facility.

Melanie Halpern, RN...

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