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1 Presented by Jenan Custer & Rae Freeman, HCCS and Dr. James Dunnick, The Dunnick Group Hospital Transformation Consortium Clinical Documentation Improvement Series Four Key Roles for CDI: Roles 3 & 4 – Nurses & Scribes October 17, 2017 A PORTION OF THESE MATERIALS WERE PRODUCED PURSUANT TO THE Iowa Small Hospital Improvement Program (SHIP) Grant FY 17 IA Contract #5888SH01 and the Georgia Small Hospital Improvement Program FY17. WEBINAR ETIQUETTE Hospital Transformation Consortium All attendees are in “Listen Only” mode Questions or comments? - Open “Questions” pane in dashboard. - Type in comments or questions. - Comments & questions will be monitored and addressed! This webinar will be recorded and will be posted to the dashboard for you to view on demand and share. Handouts are available for download in the Handouts pane and will be posted on your dashboard. WEBINAR RESOURCES Hospital Transformation Consortium
Transcript

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Presented by Jenan Custer & Rae Freeman, HCCSand Dr. James Dunnick, The Dunnick Group

Hospital Transformation ConsortiumClinical Documentation Improvement Series

Four Key Roles for CDI:Roles 3 & 4 – Nurses & Scribes

October 17, 2017A PORTION OF THESE MATERIALS WERE PRODUCED PURSUANT TO THE Iowa Small Hospital Improvement

Program (SHIP) Grant FY 17 IA Contract #5888SH01 and the Georgia Small Hospital Improvement Program FY17.

WEBINAR ETIQUETTE

Hospital Transformation Consortium

•All attendees are in “Listen Only” mode

•Questions or comments?

- Open “Questions” pane in

dashboard.

- Type in comments or questions.

- Comments & questions will be

monitored and addressed!

•This webinar will be recorded and will

be posted to the dashboard for you to

view on demand and share.

•Handouts are available for download

in the Handouts pane and will be

posted on your dashboard.

WEBINAR RESOURCES

Hospital Transformation Consortium

2

As an IACET Authorized Provider, HomeTown Health, LLC offers CEUs for its programs that qualify under the ANSI/IACET Standard. HomeTown Health, LLC is authorized by IACET to offer 0.1 CEUs/1 credit hour for this program.

In order to obtain these units, you must: • Attend webinar/view recording in its entirety within 30 days• Pass online quiz with 80% or better.• Complete webinar evaluation.

Following this webinar, all attendees who have viewed the recording in its entirety will receive an email with a link to the quiz and evaluation.

Anyone that misses the webinar can view the recording online, posted on the program Dashboard, for CEUs.

CONTINUING EDUCATION

Hospital Transformation Consortium

CONTINUING EDUCATION

Hospital Transformation Consortium

HTHU provides over 300 courses online, over 100 Webinars a year, and various live training conference and workshops. Accredited Education from the International Association for Continuing Education & Training (IACET). (Who accepts the IACET CEU? Full list at www.iacet.org)

• American Association of Respiratory Therapy• American Board of Medical Microbiology• American Society for Clinical Laboratory Science• American Society for Quality• American Speech-Language-Hearing Association• Board of Certified Safety Professionals• The Child Care Development Associate National

Credentialing Program• Clinician’s View (Occupational, Speech, and Physical

Therapy)• Federal Emergency Management Agency• Georgia, Massachusetts and Ohio Board of Nursing• Georgia Professional Standards Commission• Human Resources Certification Institute (for their

Professional in Human Resource Designation)• National Association of Rehabilitation Professionals in the

Private Sector• National Association of Social Workers

• National Board for Certification in Occupational Therapy, Inc. (NBCOT)

• National Council for Therapeutic Recreation Certification

• National Registry of Emergency Medical Technology (EMT)

• National Registry of Microbiologists• National Society of Professional Engineers• Society for Human Resources Management• State of Georgia, FL and Iowa Board of

Professional Engineers• The American Association of Integrative Medicine• The American College of Forensic Examiners

Institute• The American Council on Pharmaceutical

Education• The American Psychotherapy Association• The International College of The Behavioral

Sciences• The National Board for the Accreditation of

Occupational Therapy (NBCOT)

ACTION ITEM: GROUP PARTICIPATION

Hospital Transformation Consortium

Are you on this webinar with a group?

If so, please enter:first/last names and email addresses of those in attendance with you in the

Questions Pane.

3

Program Goals

Clinical Documentation Improvement Series

A CDI program’s purpose is to improve healthcare records to ensure improved patient outcomes, data quality and accurate reimbursement. This series of continued ICD-10 support with a specific focus on C DI will bring together Physicians, coders, and others that have the ability to increase revenue by coding to t he highest level of specificity.

The goal of this program is to improve hospital financial processes by helping to develop a CDI program within small/rural hospitals through specif ic training to the four main roles within a CDI Progra m: CDI Specialists, Physicians, Nurses and Scribes.

Welcome & Introductions Desi Barrett,

HomeTown Health, LLC

Four Key Roles for CDI:

Role #3 and #4 – Nurses & Scribes

Jenan Custer & Rae

Freeman, HCCS

From a Physician’s Perspective Dr. James Dunnick,

The Dunnick Group

Upcoming Events & Resources Jennie Price

AGENDAClinical Documentation Improvement Series

Trainer BiographyClinical Documentation Improvement Series

Jenan Custer, RHIT, CCS, CDIP, CPPDirector of Coding Operations at HCCS Healthcare Coding & Consulting Services

• Jenan is a CCS, CPC, CDIP, AHIMA ICD-10-CM/PCS Approved Trainer, AHIMA Ambassador, and AS in Health Information Management

• She has been involved in the coding and HIM areas for over 14 years and has been a partner with Home Town Health for four years

• Jenan oversees a coding team exceeding 200 remote coders, consulting services, and coding for over 100 facilities all across the United States

4

Trainer BiographyClinical Documentation Improvement Series

Rae Freeman, RHIA, CDIP, CCS-PSenior Manager, Consulting at HCCS Healthcare Coding & Consulting Services

Rae Freeman is HCCS’s Senior Manager of Consulting. In this role Rae, an acknowledged HIM expert, performs speaking and education functions in addition to administering HCCS’s consulting services program.

Rae received a Bachelor of Science degree in Health Information Management from Southwestern Oklahoma State University and is an RHIA, a Certified Documentation Improvement Practitioner (CDIP) and a Certified Coding Specialist-Physician based (CCS-P).

Rae has worked in healthcare for 21 years in positions ranging from coder to Physician Office Manager and HIM Director. She is president-elect for the Florida Health Information Management Association and is a past president of the Texas HIM Association as well as the local Southwest Florida HIM Association.

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 11

F o u r K e y R o l e s f o r C D I :F o u r K e y R o l e s f o r C D I :F o u r K e y R o l e s f o r C D I :F o u r K e y R o l e s f o r C D I :

Role #3 Role #3 Role #3 Role #3 –––– NursesNursesNursesNurses

Role #4 Role #4 Role #4 Role #4 –––– ScribesScribesScribesScribes

Rae Freeman, RHIA, CDIP, CCS-PSenior Manager, ConsultingHealthcare Coding and Consulting Services (HCCS)

Jenan Custer, RHIT, CCS, CDIP, CPC

AHIMA Approved ICD-10-CM/PCS Trainer and Ambassador

Director of Coding Operations

Healthcare Coding and Consulting Services (HCCS)

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 12

� Learning OutcomesLearning OutcomesLearning OutcomesLearning Outcomes

How nurses and scribes perform their CDI roleHow nurses and scribes perform their CDI role

How to prepare or improve your CDI teamHow to prepare or improve your CDI team

5

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 13

�Four Key Roles in CDIFour Key Roles in CDIFour Key Roles in CDIFour Key Roles in CDI

CDI Specialists

CDI Specialists

PhysiciansPhysicians

NursesNurses ScribesScribes

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 14

�Working TogetherWorking TogetherWorking TogetherWorking Together

PatientPatient

PhysicianPhysician

CDI Specialist

CDI Specialist

ScribeScribe

NurseNurse

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 15

�Definit ionDefinit ionDefinit ionDefinit ion

NursesNurses ScribesScribes

6

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 16

�NursesNursesNursesNurses

Entirely by nurses or as important part of the teamEntirely by nurses or as important part of the team

Train your nurses in CDITrain your nurses in CDI

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 17

�Physician and nurse- working relationship

�Case management nurses

�Documenting in the record

�Focus on patient care

�NursesNursesNursesNurses

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 18

�Scr ibesScr ibesScr ibesScr ibes

Scribes are important part of the teamScribes are important part of the team

Train your scribes in CDITrain your scribes in CDI

7

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 19

�Policy on physician authentication

�Resource providing quality documentation

�Prompt for better documentation

�ScribesScribesScribesScribes

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 20

�Ethical S tandardsEthical S tandardsEthical S tandardsEthical S tandards

AHIMAAHIMA

ACDISACDIS

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 21

�Action I temsAction I temsAction I temsAction I tems

�Prepare policy/procedures for your nurses and scribes in the CDI role�Prepare policy/procedures for your nurses and scribes in the CDI role

�Educate your nurses and scribes�Educate your nurses and scribes

Expand your CDI program to additional departmentsExpand your CDI program to additional departments

8

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 22

AHIMA Clinical Documentation Improvement Toolkit, AHIMA 2016

AHIMA - Clinical Documentation Improvement, Achieving Excellence

ACDIS.org

ICD10monitor.com

�ResourcesResourcesResourcesResources

© 2015 Healthcare Coding & Consulting Services© 2017 Healthcare Coding & Consulting Services 23

Quality

Va

lue

W E W E L C O M E A L L Q U E S T I O N S

239.443.3900

[email protected]

www.hccscoding.com

T H A N K YO U F O R YO U R T I M E

Disclosure of Proprietary InterestClinical Documentation Improvement Series

HCCS does not have any proprietary interest in any product, instrument, device, service, or material discussed during this learning event.

The education offered by HCCS in this program is compensated by the HRSA Small Hospital Improvement Program (SHIP) grant, Iowa FY17-18, Contract #5888SH01 and the Georgia SHIP Grant Program FY17.

9

Physician’s Perspective

Trainer BiographyClinical Documentation Improvement Series

Dr. James Dunnick, MD, FACC, CHCQM, CPC, CMDP The Dunnick Group, LLC

• Dr. James Dunnick is board certified in internal medicine and cardiology. He has 25 years of clinical practice experience specializing in congestive heart failure, cholesterol, hypertension, and the effects of heart disease in women.

• He has authored and published articles, medical textbook chapters and presented original research at national meetings.

• Dr. Dunnick attended IU Bloomington and IU School of Medicine in Indianapolis, where he placed in the Honors Division.

• He is a Certified Professional Coder (CPC) through the American Academy of Professional Coders (AAPC) and is also certified in Health Care Quality and Management (CHCQM) by the American Board of Quality Assurance and Utilization Review Physicians (ABQAURP).

The Dunnick Group

James Dunnick MD

• Cardiologist

• Certified in Quality and Utilization (ABQAURP)

• Certified Medical Coder (AAPC)

• Certified EHR Documentation (AIHC)

• www.dunnickgroup.com

[email protected]

10

Disclaimer:1. Do NOT assume we are correct, we make mistakes.

2. Read and self educate.

3. CPT books, government manuals, online resources.

4. Obtain professional teaching, from more than one source.

5. Consultant opinions very.

6. Auditor’s opinions vary.

7. States vary.

8. Payers vary.

9. Rules change.

This is meant as general and initial information only.

Learning Objectives

Attendees will understand:

• Payer scrutiny is increasing

• Physician difficulty in being compliant

• The why of physician pushback

• How to increase physician partnership

CMS processes approximately 5 million claims…

Per day

210,000 per hour

THE PAYER - CMS

11

2015 Federal Budget

1. MC/MC 24%

1. SS 24%

3. Defense 16%

CMS Payments

Medicare is in $$ Trouble

The Government is not kidding about cost

containment.

Medical Need

• 323,000,000 people USA

• 100,000,000 obese people

• 86,000,000 pre diabetics

• 30,000,000 diabetics

• 1,700,000 cancer diagnoses

• 700,000 MIs

12

Payers are in $$ Trouble

Payers are not kidding about cost containment.

Learning Objectives

Attendees will understand:

• Payer scrutiny is increasing

• Physician difficulty in being compliant

• The why of physician pushback

• How to increase physician partnership

What is E/M?

E/M

• It is how payers turn cognitive effort into $$

• Every office note, hospital note

• In patient or out patient

• The largest cost to payers

• The largest focus of upcoming audits

13

What is E/M?

• E/M has parts

• Each part has parts

• Parts have components

• Components have elements

• The elements leads to levels

• Each level has requirements

• Some parts have points

• Points are defined and added together

• Risk is defined and labeled

• All are needed and in the correct combination

37

Three key E/M components

A. History

1. History present illness

2. Past medical family social history

3. Review of systems

B. Physical Exam

1. 1995-Body Parts or organ systems

2. 1997- General or specialty specific

C. Medical Decision Making

1. Problem points

2. Data points

3. Risk

What is E/M?

Learning Objectives

Attendees will understand:

• Payer scrutiny is increasing

• Physician difficulty in being compliant

• The why of physician pushback

• How to increase physician partnership

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E/M HPI

• John presents today with chest pain. He had a CABG

three years ago and unfortunately has restarted

smoking. He is now at 1 pack per day. He remains

overweight.

• His older brother and his father died of heart disease

and this pain reoccurrence is causing him more

concern.

• He is compliant with his beta blocker and aspirin.

• He does not have palpitations, shortness of breath, or

syncopal spells.

Auditor Sees

John presents today with chest pain. CCHe had a CABG three years ago. PMHUnfortunately has restarted smoking. Now at 1 pack per day. SHHe remains overweight. PE, SHHis older brother and father died of heart disease. FHThis pain reoccurrence is causing him more concern. ROS PEHe is compliant with his beta blocker and aspirin. PMHHe does not have palpitations, shortness of breath, or syncopal spells. ROS

Auditor Grades

• No elements

• This is not a provider billable note.

15

Learning Objectives

Attendees will understand:

• Payer scrutiny is increasing

• Physician difficulty in being compliant

• The why of physician pushback

• How to increase physician partnership

CDI

The Provider’s view

• Reduce my clerical work

• Reduce my MA work

• Reduce my time lost

• Let me help my patient

Compliance

The Role of Scribes

• The Rules

• The Physician’s View

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The Joint Commission

A Scribe is:

• Unlicensed

• Enters Information

• Directed by a provider

CDI

Variations:

• States

• Payers

• Who may have a scribe

• Scribe Signature

Provider is responsible for the note

Any action falling outside the definition of

“human transcriptionist” is not scribing.

“The scribe is functioning as a ‘living

recorder,’ documenting in real time … This

individual should not act independently, and

there is no payment for this activity.”

Source: CGS Medicare

What Scribes cannot do

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HPI W/O Scribe

HPI: CP for 3 days now worse.

With Scribe

CC: Chest pain

HPI: 62 yo wm with severe crushing chest pain off/on for three

days. The longest episode was 30 seconds.

It occurs when he walks up the hill to his barn and then seems to

resolve at the top when he rests. Yesterday he had to stop half

way up the hill due to the pain.

MDM W/O Scribe

MDM: 1. CP worse. Plan LHC.

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MDM With Scribe

MDM: 1. Unstable Angina. The history is very c/w unstable angina

or pre infarct angina. I do not want to risk an ischemic event

during non invasive testing nor due to a delay in testing. We will

admit him to the hospital today, start antiplatelet agents and beta

blockers and plan for a LHC this afternoon.

The Scribe

How Helpful?

• EHR

• E/M

• ICD 10

The Dunnick Group

James Dunnick MD

• Cardiologist

• Certified in Quality and Utilization (ABQAURP)

• Certified Medical Coder (AAPC)

• Certified EHR Documentation (AIHC)

• www.dunnickgroup.com

[email protected]

19

UPCOMING EVENTS & RESOURCESHospital Transformation Consortium

CONSORTIUM TRAINING

Quarterly Coding & ICD-10 Update Series presented by HCCS In order to help hospitals stay on top of the latest changes and ongoing challenges in coding requirements, experts in the field come together to share their knowledge in the world of coding

and ICD-10. Recommended audience will include: Coders, HIM Managers/Directors, Business Office Staff interested in the topic.

June 27, 2017: Hitting the Mark on Compliant OB coding in ICD-10 Webinar

Training

Sept. 26, 2017: Annual ICD-10 Updates, Complex Coding ScenariosWebinar

Training

January 30, 2018: CPT 2018 UpdatesWebinar

Training

March 27, 2018: Facility Coding E&MWebinar

Training

CONSORTIUM TRAINING

Clinical Documentation Improvement (CDI) Series

presented by HCCS , The Dunnick Group, LLC, & HTHJoin the Coding Team of Trainers for this series on Clinical Documentation Improvement for small hospitals,

including a discussion on the four key roles needed for a successful CDI Program. Training will be provided

for CDI Specialists, Coders, Physicians, Nurses, and Scribes in implementing a program in your hospital.

Webinars held at 10 am CST/ 11 am EST on dates below.

July 18, 2017: Four Key Roles for CDI: Role #1 - CDI Specialist Webinar Training 0.1 CEUs

August 15, 2017: Four Key Roles for CDI: Role #2 - Physicians Webinar Training 0.1 CEUs

October 17, 2017: Four Key Roles for CDI: Role #3 - Nurses & Scribes Webinar Training 0.1 CEUs

March 2018: Rural Coding/CDI Specialist Certification Support Course 1 Support Course 0.1 CEUs

Rural Coding/CDI Specialist Certification Support Course 2 Support Course 0.1 CEUs

Rural Coding/CDI Specialist Certification Support Course 3 Support Course 0.1 CEUs

20

UPCOMING LIVE EVENTS

Georgia & Florida:CDI Break-out Session

HomeTown Health’s Annual Spring Conference

April 25-27, 2018Savannah, GA

Save the Date!

Iowa:HomeTown Health’s

Annual Spring ConferenceMarch 14-15, 2018

CALENDAR OF EVENTS

View your Program Dashboard

GA/FL: www.hthu.net/htc17

IA: www.hthu.net/iahtcBoth are password protected: contact Jennie Price at

[email protected] if you need your Dashboard password!

CONSORTIUM RESOURCES

There are on-demand training and certification programs available

in HTHU’s:

• School of Revenue Cycle Management• PFS/BO Certifications

• School of Coding & Documentation• School of Clinical & Staff Compliance

• School of Physician Office Education

• School of Long Term Care

• School of HIT & Transformation

Questions?

Contact Meghan Williams at [email protected]

21

TELL US HOW WE DID!

A survey will launch after this webinar

closes: please take a moment to give us

your feedback on the training, speaker, content, webinar format, and anything

else you can share!

If there’s something we can help your

hospital with, please let us know!

Questions?

Questions about these resources or Upcoming Events?

Contact:

Annie Lee Sallee

[email protected]

or

Jennie Price, SHIP Program Manager

[email protected]


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