Clinical Documentation Improvement (CDI) software is a powerful tool designed to enhance the accuracy and completeness of medical records. CDI consulting companies are promoting and marketing their CDI software as the panacea for “improving” physician documentation and capturing more revenue through CC/MCC Capture and CMI increase. However, while CDI software can significantly aid in improving physician documentation, it's not a one-size-fits-all solution for several reasons:
- Complexity of Medical Records: Physician documentation is complex and nuanced. CDI software can provide prompts and suggestions, but it may not fully capture the intricacies of every clinical situation. Physicians must still apply their expertise to ensure documentation accurately reflects patient care. In other words, every clinical scenario is specifically unique, requiring capturing the true essence of the patient story and the physician’s clinical judgment and medical decision-making in arriving at diagnoses and plans of care.
- User Adoption and Training: Successful implementation of CDI software requires thorough training and buy-in from physicians and other healthcare professionals. If the software is not used correctly or if physicians are not adequately trained, the potential benefits of the software may not be fully realized. Speaking of physician buy-in, physicians loath software functionality with pop-up boxes or intrusive alerts prompting physicians to select a diagnosis such as Solventum’s Nudge product that “nudges physicians to select a diagnosis invariably tied to reimbursement.
- Integration with Workflow: CDI software needs to integrate seamlessly with existing clinical workflows. If the software is cumbersome or disrupts the natural flow of a physician’s work, it can lead to resistance or improper use, undermining its effectiveness. Another variable is the workflow processes of the software and its ability to be tailored to the unique needs of the CDI team and regular chart assignments.
- Customization and Flexibility: Different healthcare organizations have varying documentation needs and standards. CDI software often requires customization to fit specific organizational requirements. If the software is not tailored to the unique needs of a practice or facility, its effectiveness may be limited.
- Data Accuracy and Quality: While CDI software can help identify gaps in documentation, the accuracy of the clinical content of the medical record drives actual performance in addressing insufficiencies in documentation. The usefulness of the algorithms, rules engine, and machine learning is only as proficient as the clinical information, clinical context, and clinical facts as documented by the physician. If the underlying data within the record is incorrect or incomplete, even the best CDI software may struggle to generate accurate or useful recommendations for the physicians or CDI to consider.
- Evolving Standards and Guidelines: Medical documentation standards and guidelines are continually evolving. CDI software must be regularly updated to keep pace with these changes. If the software becomes outdated or fails to incorporate new guidelines, its usefulness can diminish.
- Human Judgment and Context: CDI software can assist in highlighting potential documentation issues, but it cannot replace the clinical judgment and contextual understanding that physicians bring to their documentation. There are often subtleties and complexities that software alone may not fully address.
- Limitations Inherent to CDI Software: Every patient encounter is distinctive with different or atypical clinical presentations; patient stories; abnormal findings, lab values, radiology findings; responses to treatment and workup; diagnosis equivalents; and challenges in arriving at a diagnosis. CDI software can never take the place of CDI professionals working in collaboration with physicians, using a team-based approach involving Case Management, Utilization Review, Physician Advisors, and Coders to drive real achievement of physician documentation excellence.
- Focus on Documentation vs. Patient Care: Over-reliance on CDI software leads to an emphasis on documentation for the sake of reimbursement rather than improving patient care through documentation supportive of fully informed, coordinated, quality-focused, patient-centered, cost-effective care. It’s essential to balance documentation requirements with the primary goal of delivering high-quality patient care while aligning with and directing a high-performing revenue cycle generating sustainable optimal net patient revenue less prone to denials and costly financial clawbacks.
In summary, while CDI software is a valuable asset for improving physician documentation, it works best when used as part of a broader strategy that includes training, workflow integration, and ongoing evaluation. An important message to CFOs, CMOs, and other revenue cycle professionals is that software is not the panacea for promoting and achieving sustainable, meaningful, measurable improvement in physician documentation. Bolting on software and turning the switch will not produce sustainable, long-lasting physician documentation integrity that stands the test of time. It seems that immediate gratification with better documentation is not feasible nor should it be expected. There is no simple quick fix for documentation integrity; do not let smooth-talking salespeople tell you otherwise. There is no substitute for CDI professionals stepping up to the plate, expanding their knowledge of best practices and standards of documentation, and collaborating with physicians with boots on the ground to facilitate better documentation. CDI must serve as facilitators and educators versus today’s task-based model that has proven repeatedly to be largely ineffective.