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Provide CDI education ‘seven times, seven ways’

Don't let physician education become a tug of war at your facility.

Don’t let physician education become a tug of war at your facility.

When I started learning how to be an educator, I quickly learned the saying “seven times, seven ways.” The idea being we need to hear information repeatedly and receive it in a variety of ways before we are able to learn and incorporate that information in our daily practice.

Consider querying for clarification between renal insufficiency and renal failure, where the physician reads the query and asks you to just tell him what he should write. I would not start explaining the differences within the code set applied to these two terms or enter into a lengthy conversation about why the specificity is needed. Instead, point out the clinical indicators relevant to the patient as compared to the diagnostic criteria established for acute renal failure. Ask the physician to clarify if the kidneys are exhibiting failure or insufficiency based on the established criteria.

Stick to the facts. Keep it simple. Keep it relevant to the specific patient at the moment of conversation.

In this scenario, the physician needed a quick explanation. But let’s apply our “seven times, seven ways” theory by later following up on that interaction with an educational mailer or documentation tip via email to the physician. This second round of information could further highlight the needed differentiation and why this added level of specification is important to support issues such as extended length of stay, severity of illness, or resource consumption. Other ways to provide education include hanging posters in the physician lounges or documentation areas. I once even threatened to place fliers on a physician’s windshield!

The point is, that you may not always have the time (or the physician may not have the time) to engage in one-on-one education but you can use your physician queries as the first step in a more prolonged, detailed education campaign. We need to build upon each educational opportunity to reinforce the teaching. Repetition can be very valuable.

Book Excerpt: Management measurement tasks

Clinical Documentation Improvement Specialist's HandbookComplex metrics regarding physician response rates and staff productivity help the CDI manager quantify the CDI program benefits to facility administrators and to CDI program staff when presented properly. The manager helps communicate facility priorities to his or her team and to illustrate the needs of the CDI department to hospital administrators. Furthermore, the manager must maintain awareness of any changes in government regulations and industry guidance. Changes in the larger industry will affect the CDI team’s productivity, and any metric must be discussed within the context of these changes.

The manager should review not only the percentage of charts examined by the team, but also the number and type of queries needed each month. It is important to document the outcomes of these reviews. The aggregate data can then be used for process improvement and to support corporate compliance activities. The following is a list of items to review routinely and share with the compliance committee and administration when relevant.

  • Trends in types of queries: one condition being queried routinely (e.g., a type/phase of congestive heart failure [CHF])
  • Trends by physicians: multiple queries to the same physician regarding the same condition (e.g.,  a physician continuing to use the term urosepsis after repeated queries and communication as to the need for further specificity)
  • Trends by individual CDI specialists  (e.g., a CDI specialist continuously querying for specification that is already documented in the chart)

A change in ICD-9-CM Official Guidelines for Coding and Reporting may affect the query percentage for a period of time. A good example is the increased documentation specificity required for heart failure when coding guidelines were revised and reindexed to allow for greater specificity in reporting the phase and specific type of heart disease. Prior to the implementation of MS-DRG, it was only necessary for the physician to document “heart failure” or “CHF.” Both terms were considered CCs.

If one looks back far enough, many CDI teams’ data show a surge in queries for the period of time immediately prior to and following the implementation of the MS-DRG system.

In summary, team performance cannot be determined solely through measurement of query volume. Many factors influence this indicator and it should not be used to determine a program’s effectiveness, but rather should be used as an indicator of opportunities for improvement (e.g., physician education, form revision) or performance improvement over time.

Editor’s Note: This excerpt comes from The Clinical Documentation Improvement Specialist’s Handbook, Second Edition by Marion Kruse, MBA, RN and Heather Taillon, RHIA, CCDS.

Book Excerpt: Understanding query opportunities is like listening to the M.U.S.I.C

The Physician Advisor's Guide to CDI.

The Physician Advisor’s Guide to CDI.

The diagnoses in each major diagnostic category (MDC) correspond to a single organ system or etiology and, in general, are associated with a particular medical specialty. MDC 1 to MDC 23 are grouped according to principal diagnoses. Patients are assigned to MDC 24 (Multiple Significant Trauma) with at least two significant trauma diagnosis codes (either as principal or secondaries) from different body site categories. Patients assigned to MDC 25 (HIV infections) must have a principal diagnosis of an HIV Infection or a principal diagnosis of a significant HIV related condition and a secondary diagnosis of an HIV Infection.

MDC 0, unlike the others, can be reached from a number of diagnosis/procedure situations, all related to transplants. This is due to the expense involved for the transplants so designated and because these transplants can be needed for a number of reasons which do not all come from one diagnosis domain. DRGs which reach MDC 0 are assigned to the MDC for the principal diagnosis instead of to the MDC associated with the designated DRG.

Of course, many different conditions can take place at the same time or have underlying causalities. Consider the pneumonic M.U.S.I.C., which you may have heard before, used as a reminder to document the:

  • M for Manifestation: e.g., sepsis, heart failure, chest pain, angina
  • U for Underlying cause or pathology: e.g., UTI, alcoholic cardiomyopathy, GERD, coronary atherosclerosis
  • S for Severity or specificity: e.g., severe sepsis, diabetes out of controlled, systolic or diastolic heart failure
  • I for Instigating or precipitating causes: Indwelling Foley cath, NSAID use, carbon monoxide poisoning
  • C for Consequences or complications: Septic shock, diabetic neuropathy

When given a diagnosis, place it one of these categories and then look for the other four, linking them with terms such as “due to,” “resulting in,” and the like.

Let’s follow this process using the example of chest pain

  • Manifestation: Describe the nature of the pain such as pleuritic or “with respiration”, angina, heartburn, biliary colic, radicular

- Note that phrases such as musculoskeletal, chest wall, atypical pain do not change the DRG

  • Underlying cause: Angina pectoris (as an example)

- Coronary atherosclerosis or thrombosis, coronary spasm, hypertrophic cardiomyopathy, complication of coronary stent or previous CABG, etc.

- Note that the code for coronary syndrome X was removed from ICD-10

  • Severity or specificity: Stable angina, accelerated angina (a complication/comorbidity [CC]), myocardial infarction (manifested by elevated troponins, a major complication/comorbidity [MCC])

- Note that the code for angina decubitus was removed from ICD-10

  • Instigating or precipitating causes: Cocaine abuse, trauma, anemia, hyperthyroidism, atrial fibrillation, accelerated or malignant hypertension
  • Consequences or complications: Ventricular tachycardia, shock, acute systolic heart failure due to “stunned myocardium”

Now let’s look at another example of how one might document the condition of altered mental status, again using the M.U.S.I.C. pneumonic.

  • Manifestation: Dementia, delirium, psychosis, stupor, coma

- Note that the phrase unresponsive does not have a code

  • Underlying cause: Various encephalopathies such as stroke, Transient Ischemic Attack (TIA), Alzheimer’s disease, Lewy-body dementia, encephalitis
  • Severity or specificity: Correlates with manifestation and underlying cause

- Note that acute states (e.g., acute delirium) are more likely to be CCs

  • Instigating or precipitating causes: Drug toxicity (document whether the drug was an overdose or not properly taken as prescribed), cerebral embolus due to atrial fibrillation
  • Consequences or complications: Acute respiratory failure, syndrome of inappropriate antidiuretic hormone secretion (SIADH) leading to hyponatremia resulting in a metabolic encephalopathy
Editor’s Note: This excerpt comes from The Physician Advisor’s Guide to Clinical Documentation Improvement by Trey La Charité, MD, and  James S. Kennedy, MD, CCS, CDIP.

Book Excerpt: Address AMI changes in ICD-10-CM with alternative queries

CDI Specialist's Guide to ICD-10

CDI Specialist’s Guide to ICD-10

One of the most significant changes within the ICD-10-CM Official Guidelines for Coding and Reporting is the definition of a subsequent myocardial infarction, found in Section I.C.9.e.1, which states:

For encounters occurring while the myocardial infarction is equal to, or less than, four weeks old, including transfers to another acute setting or a postacute setting, and the patient requires continued care for the myocardial infarction, codes from category I21 [ST elevation (STEMI) and non-ST elevation (NSTEMI) myocardial infarction] may continue to be reported. For encounters after the four-week time frame and the patient is still receiving care related to the myocardial infarction, the appropriate aftercare code should be assigned, rather than a code from category I21.

This is a change from ICD-9-CM, where the fifth digit of “2” designated an episode of care following the initial episode of care within eight weeks of the MI. In other words, the time frame associated with a new AMI will decrease from eight weeks to four in ICD-10-CM.

Tip: Rather than aggravate providers by explaining to them that as of October 1, 2014, the length of time an MI can be defined as “acute” decreases from eight to four weeks, educate providers to document the age of an MI using the number of weeks (not months) for any MI that occurred within the past three months. Once ICD-10-CM is implemented, if the provider documents a patient had an MI within the past month, a query will be necessary to clarify if it was within the last 28 days, as most months contain 30 or 31 days, which could lead to inaccurate coding. Employing the strategy of documenting the age of the MI in weeks will allow for accurate code assignment in both ICD-9-CM and ICD-10-CM.

The codes within I21 will be associated with an AMI. Codes within the I22, however, are used only when another AMI occurs within four weeks/28 days of the initial AMI. Official Guidelines for Coding and Reporting state:

A code from category I22, Subsequent ST elevation (STEMI) and non-ST elevation (NSTEMI) myocardial infarction is to be used when a patient who has suffered an AMI has a new AMI within the four-week time frame of the initial AMI. A code from category I22 must be used in conjunction with a code from category I21. The sequencing of the I22 and I21 codes depends on the circumstances of the encounter.

The timing change also affects codes in category I23: “Certain current complications following ST elevation (STEMI) and non-ST elevation (NSTEMI) myocardial infarction (within the 28 day period).” The tabular list notes state:

A code from category I23 must be used in conjunction with a code from category I21 or category I22. The I23 code should be sequenced first, if it is the reason for encounter, or, it should be sequenced after the I21 or I22 code if the complication of the MI occurs during the encounter for the MI.

Many ICD-10-CM diagnosis codes require documentation of the relationship between conditions. The I23 codes require documentation linking the current condition to the precipitating AMI (that occurred within the prior 28 days). Most of the I23 codes are CCs, but a few are MCCs.

Tip: When communicating with providers, either via query efforts or educational sessions, emphasize the importance of accurately identifying the age of an MI as well as the type, anatomic location, and any consequences of the AMI, as most I23 codes can also be captured when not a complication. Perhaps the most challenging code to accuracy capture within this category will be I23.7: “Postinfaraction angina.”

Editor’s Note: This excerpt was taken from The Clinical Documentation Improvement Specialist’s Guide to ICD-10, Second Edition, written by HCPro Boot Camp instructors Jennifer Avery and Cheryl Ericson.

Book Excerpt: Coronary Artery Disease

Learn about documentation for  SOI from Robert Gold, MD.

Learn about documentation for SOI from Robert Gold, MD.

Identifying atherosclerosis of the coronary arteries as the cause of either a presenting symptom or of the disease process being treated is important. Specificity of the particular vessel involved, when known, is also crucial for data analysis. Coronary artery disease (CAD) is categorized as follows:

Native vessel (always the correct designation when the patient has had no coronary artery surgery)

  • Vein bypass
  • Synthetic bypass
  • Artery bypass (internal mammary)
  • Native vessel of transplant heart
  • Bypass vessel of transplant heart
  • Unknown, native, or bypass vessel

Sometimes, long-term atherosclerotic disease of the coronaries can lead to long-term functional abnormality of the entire heart and result in heart failure (ischamic cardiomyopathy).

When a stent has been inserted in a coronary artery, designating whether obstruction at the stent is likely due to a progression of the atherosclerosis in the stent of premature blockage occurred due to malpositioning of the stent (in-stent stenosis or end-stent stenosis) is important. Some stents will develop late obstruction due to the body’s attempt to line the stent with cells usually found in the inner lining of native arteries; this is neointimal hyperplasia or overgrowth of the lining cells bridging the interior of the stent.

Documentation requirements include the following:

  • Specify/document whether the obstructive disease in the coronaries is the cause of the patient’s chest pain or is suspected to be the cause.
  • Specify/document whether the cause of the patient’s documented cardiomyopathy is coronary occlusive disease (ischemic cardiomyopathy) or some other known cause (e.g. hypertension, valvular cardiomyopathy, viral cardiomyopathy, amloid).
  • Specify/document in the medical record of a patient with documented coronary artery bypass grafting (CABG) whether the symptoms are due to disease of the remaining native vessels or due to occlusion of bypass vein or artery or other graft. Identify the vessel or graft material, if known.
  • Specify/document whether your patient has had angioplasty and a stent, and whether the current symptoms are due to occlusion of other native vessels or of the stent.
  • Specify/document the cause if a patient with CAD developed unstable angina because  of anemia or tachyarrhythmia or other secondary cause (demand ischemia causing unstable angina) and not new narrowing of the coronary arteries.

Editor’s Note: This excerpt comes from ICD-10 Documentation Strategies to Support Severity of Illness
Ensure an Accurate Professional Profile, Third Edition

Book Excerpt: The role of the CDI specialist

Clinical Documentation Improvement Specialist's HandbookAn average rule of thumb is for a CDI program to employ one CDI specialist for every 1,250 to 1,500 discharges per year. Consider higher staff ratios for programs that expect CDI specialists to perform multiple functions (core measures review, utilization management, etc.) and a lower ratio for programs that perform condition clarifications only. Other considerations include the amount of vacation time staff have available; programs that hired tenured CDI staff may have to adjust for higher weeks of vacation availability. As program expectations change, review staffing requirements to ensure that existing staff can accomplish the new goals with the resources available.

In general, a dedicated CDI specialist should have an average daily census of 12-15 new patients and between five and 10 established and follow-up cases. This census will allow for appropriate query follow-up and daily reconciliation of discharged cases. Therefore, the decision of how many new staff members to hire can be made by dividing the average daily census by 15. CDI leaders can further quantify that number by obtaining the average daily admission numbers.

Another variable to consider is if the CDI specialist is allowed to determine at what point they stop reviewing a case or if they are required to re-review the case periodically until discharge. This can also have an impact on the number of cases per CDI staff member.

Keep in mind that the CDI staff generally work Monday through Friday so their actual daily census will be higher, especially on Mondays. Increasingly, however, facilities appear willing to adopt a more flexible schedule. These schedules may include a rotating day of the weekend and/or different staggered shifts to make CDI specialists more available to the medical staff.

Editor’s Note: This excerpt comes from The Clinical Documentation Improvement Specialist’s Handbook, Second Edition by Marion Kruse, MBA, RN and Heather Taillon, RHIA, CCDS.
For additional information regarding productivity see the following articles: