3M CDI software & Reconciliation

We are relatively new at using all of the reporting systems that 3M HDM offers.
I am interested in how programs that use the CDI reporting system do their reconciliation process. What report do you use and how do you do the reconciliation?
Additionally, what reports do CDI managers use daily, weekly, and monthly and how the data drives their program.
For instance, we have redesigned our work list to include patient demographics, admission dates (for LOS monitoring), working MS DRG and SOI/ROM and open queries. We found the open queries is helpful on the work list for work flow planning and efficiency.
I have heard some programs use the 1h report daily to drive their open query follow up process. We do not as we found that having the SOI/ROM on the work list helps the CDI determine follow up reviews based on the APR and LOS.
Are there other uses of the 1h report on a daily basis? I am interested in the other reports managers might find helpful, how you utilize the information, and how often you run them. Thank you!


Patti Fountain, BS RN MBA
Clinical Documentation Specialist, Manager
HIM
St. Vincent Hospital
123 Summer Street
Worcester, MA 01608
Office: 508-363-9453
Pager: 27207
[cid:502195820@12082011-1474]

Comments

  • edited May 2016
    1(h) (3M) CDIS Missing Data Entry (This is a listing report) - This report needs to be run every two weeks for discharged records. When you look at this report, pay attention to the very last column titled reason codes. These need to be completed by the coder for these cases to fall off of this report and cleaned up. Another pertinent column is the Final and Working DRG columns. If there is no working DRG entered, it is a concern and will want to investigate. No working DRG is depicted by **. This report needs to be cleaned up before we can run the reports to get data correct. You will want to make sure you select only discharged patients, and the correct systems. The prompt for this report, you will enter 'Y' for only missing records. The 2b report is good to look at to get detail of the reason codes.

    Then, once 1h is clean...

    2(d) CDIS Executive Process Dashboard (Summary report) - This report needs to be run to get data to populate benchmarks. The 11 (d) 11(a) reports are productivity based reports. Also, this report will vary drastically depending on when it is run. The 2(d) report is a report that shows the outcomes. Run this report twice for desired month, once for the Concurrent and once for retrospective portions. When prompted for either Retrospective or Concurrent, you will run the first time for only concurrent (enter 'C') and then again for retro (enter 'R'). These two reports will provide the data you need for your benchmarks. The report does not show # of physician disagree, but I think if you take the numbers of MD queries and subtract out the # of MD agree, you can get it easily.
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