Dividing CDS Workload

How does your facility divide the case load? Currently we have a division by units for a staff of four but we are hiring and will have a staff of five. Our current breakdown is a CDS per unit for the med surg and telemetry units. Then we have a CDS for the grouping of Onc/Ortho/Stroke Unit, and one for the critical care patients in CCU/ICU/SCU. Do you give a different workload to the CDS for critical care or are the case loads divided equally by numbers. Do you find that the critical care patients require additional time and clarification? We are working to make sure that the workload is as evenly divided as it can possibly be, so any input is appreciated.


Kelley G. Huff, RN, BSN, CCM
Clinical Documentation Specialist
West Jefferson Medical Center
Phone # (504) 349-1874 or (504) 349-2596
E-mail: Kelley.Huff@wjmc.org

Comments

  • edited April 2016
    We are 2.5 FTE's for approx 200 medicare beds and only review medicare. We have a casual division r/t census and also that there are some units that have a higher
    LOS and less admission, ICU, CCU. It all evens out and we all shift our units to support each other.
    I have noticed that some people on here are designated as "lead CDI". What special duties do you have?
    THANKS!

    Judi Bates RN, BSN, CCDS
    CDI Specialist
    856-757-3161
    Beeper 66x2906
  • edited April 2016
    Our hospital size and staffing is very different, however one general comment regarding unit type and workload:

    I find that in the critical care / ICU environment the records are usually better documented and there are fewer CDS opportunities. However, on the Med/Surg and sometimes tele units there are more opportunities and "sleeper" cases to be worked through. Extended LOS and low acuity. Just why are they here??? I usually concentrate my time on those units.

    Kim

    Kim Digardi, RN
    Clinical Documentation Specialist
    St. Helena Hospital
    10 Woodland Road
    St. Helena, CA 94574

    Phone: 707.967.5936
    Email: digardsk@ah.org

  • edited April 2016
    We also divide by unit. We have three CDSs. We tried to break it down by
    numbers and severity. One floor we split between two of us. Every three
    months we rotate so that everyone gets used to the different types of
    cases and it also allows for us to be seen by many physicians.

    Gina Spatafore, RN
    Clinical Documentation Integrity Specialist
    Waterbury Hospital
    203 573 7647

  • edited April 2016
    We have 1.5 FTEs. We divide by units, but there is overlap based on high/low census, etc. I agree, pts in ICU tend to have longer stays, while pts on our tele/cardiac unit have quicker turnover d/t "in & out" procedures, but the volume does equal out.

    As "Lead" CDI - I am responsible for running the morning reports, and other reports that show program effectiveness, etc. Also, as I am the full time RN, I have more time to do those types of things. I work from 7-3:30, while the 0.5 RN works from 2-7 pm. We do find, though, that by the time she rounds, some of the patients to have been reviewed may have been discharged, so we may be missing some opportunities for review - unless the chart is still on the unit, and can be reviewed before it goes to medical records. If that is the case, she may place a query, but @ that point, it is to let the coders know about a possible retro query opportunity, as it would truly not be concurrent.



  • edited April 2016
    Trial and error with the 5 I have. We started by seeing where people's
    interest/experience/strengths/weaknesses lie. Sometimes these are not
    apparent for awhile. We started by giving each person the same # of
    beds. We foundd some can handle a big load - some csn't. Some need
    drama units and others need a quiet spot. We did the same thing as you
    for critical care but gave it to a fast typist and thinker who keeps up
    with the charts enough that they don't get overwhelming. That has
    worked well. We also have 2 floors of cardiac - one with caths. I've
    given that floor to someone who knows CV-R so he can see if they are
    doing anything special for their patient so he can query for an mcc. He
    also has ortho/surgery. I've tried several people on those units but it
    is like drawing blood from a stone for them. I have one person on the
    cardiac unit because we look for core measures there so they must be
    fast, able to talk to doctors, and thorough. I have one person on
    med/renal and neuro and one on pulmonary and med-surg. I've tried
    various combinations. Right now, my fast, nose to the grindstone nurse
    works on the core measure unit in the early am. Then goes to the CC
    units. The other core measure CDS comes in at 10 and then can roam the
    building looking for untouched charts. Our computer system tells us
    where those charts are. This has probably been the best approach.
    Stagger the time on your one or two promising units and then make at
    least one a rover.

  • edited April 2016
    Regarding the previous post, do you have 5 CDI's doing review and you
    are
    doing all the other associated tasks or is your dept a total of 5.
    May I ask what is your bed count and do you see only MCare or all payor?
    Thank you for your valuable information.
  • edited April 2016
    Yes 5 doing review. I am the coordinator/numbers cruncher, educator,
    fill in sometimes, etc. We have about 388 operational beds. We look at
    all drg payor's, which is just about all our pt's. We also look at core
    measures of chf, mi for ALL payors.

  • edited April 2016


    We have 2 FTE here. We divide the case load by floors at this point. We
    each take two. We look at
    all drg payor's, which is just about all our pt's. We also look at core
    measures of chf, mi for ALL payors.

    Stacy Vaughn, RHIT, CCS
    Data Support Specialist/DRG Assurance
    Aurora Baycare Medical Center
    2845 Greenbrier Rd
    Green Bay, WI 54311
    Phone: (920) 288-8655
    Fax: (920) 288-3052



  • edited April 2016
    We have 3 FTE's. We focus on Medicare patients at this time.

    We divided by number of beds/location/same service, but will probably be looking at reassigments in the future. Our facility is currently in a building program and we anticipate adding more rooms.

    I follow Medical Floor, Ortho/Neuro and Medical ICU - I don't find many opportunites for a CDS in Medical ICU because most are severly ill and there are many MCC's and CC's documented. Medical Unit has a garden variety of GI, Nephro (we provide dialysis), a little pulmonary overflow. Ortho/Neuro has a small census. I am also currently in a pilot program to review all queries from our department for compliance.

    Another Assignment - Surg Unit, Pulmonary/SDU, & Surgical ICU - Pulmonary is busy this time of year but we get quite a few "campers" in SDU. So not as many admissions to that unit. SICU you have to be a good procedure coder - Brain & Spine and Major Trauma. Surgical is up and down in census but you need to know your procedure coding there as well.

    We also have a Cardiac Assignment which follows all Thoracic Surgery (Lung/Heart) in CVICU, Chest pain/Cardiac Caths, Pacemaker/Difibs, and Heart Failure. This is a pretty "happening assignment" because of the CP Unit - lot of turnover.

    We don't have a Lead at this time. We report to our Coding Sup. (who has also performed CDI).

    We would like to open up our assignments to all payors - but definately add Blue Cross (DRG) and Tricare (Military/DRG)

    If we do this we will need more FTE's.

    This is the way we broke out assignments when I worked in UM. We also rotated assignments for a while then decided that it was best to stay put. Rotating does make you more "well-rounded" in your knowledge but we also found gaining a rapport with certain physicians and staff worked in our best interests. They could put a name and face together with a Unit. However, I'm open to working any assignment. When I was an Inpatient Coder I coded whatever came across my desk.



  • edited April 2016


    We have 4 FTE's, follow medicare and all version 27 payors. Initially we
    had designated units. This had positives and negatives. It was helpful to
    have RN's in one "area" to become familiar with the staff and the
    providers and the documentation needs, but it also left the CDS's without
    a broad base of knowledge. What we have found helpful is to rotate units
    quarterly

    Thank you,
    Susan Tiffany RN, CDS
    Supervisor
    Clinical Documentation Program
    Robert Packer Hospital & Corning Hospital



  • edited April 2016

    Our assignments are unit based. We currently review about 311 beds. There are 3 CDS. We do not review Psych, OB, Women's Health Unit or NICU. We do perform post discharge queries on all but the Psych units for those we do not review concurrently. We only do CDI.
    I review the Cardiac floor including Surgicial CCU and Medical CCU plus a MICU unit and transplant/oncology.
    One CDI reviews the surgical floor (includes ortho), SICU and 2 MICUs, Medical Floor and CVA/Neuro unit.
    One CDI reviews Medical Floors, Surgical Stepdown, Medical stepdown.
    We try to evenly divide our bed assignments. I am the lead - my assignment is slightly less. We do not rotate floors - we cover if someone is out sick or off.
    While many of the patients in the ICU/CCU have CC/MCC I find queries are still needed for respiratory failure clarification, ARF, ACS vs MI, Sepsis vs bacteremia or urosepsis.
    I am the lead - responsible for reports, policies and procedures, training, tracking assignments, physician orientations - develop and presenting, post d/c queries for Women's health and OB, represent CDI needs at several meetings - we are transitioning to an EMR, developing query forms.
    We have requested an additional .5 FTE.

  • edited April 2016


    I forgot to mention that we review trad'l medicare and a Medicare HMO - we are looking to add some Blue Cross lines of business.

  • edited April 2016
    I'm in a 500+ bed level one trauma center. We currently have 3 CDS',
    looking for a 4th so we can expand where we go. We divide our zones
    equally amongst the 3 of us and rotate every two weeks. At present, we
    only go to 2 of the 5 ICUs, and will do all when we get a 4th person.
    We are also going to add the ED when that happens.


    Stacey Forgensi, RN, CCRN, CCDS
    Clinical Documentation Specialist
    Pager 642-1011



  • edited April 2016
    We are a 600 bed trauma I teaching facility/ Our nurses are designated specialty areas as our beds/units are by specialty. Ortho / trauma are on R6, Geriatrics and general medical are on P3CD etc. The units are essentially the same number of beds each nurse has three or four units depending on the specialty. One nurse covers the ICUs / surgical unit and P3CD as a lot of the transfers from the ICU go to P3. There is no hard and fast rule as each unit carries its own unique set of issues. My nurses cover each other when one or more are out. They review 20-40 records a day Monday - Friday. Monday and post holidays being heaviest for admissions generally. That being said we are moving to clintegrity 360 by JA Thomas in April. Looks like a great product.

  • We recently moved to a unit-based model. Units were split into 'positions' of relatively the same size. This provides a 'cap' as far as reviews as there are only so many beds that will be covered per CDI. CDI's rotate 'positions' quarterly. This has actually diffused some issues we had regarding splitting the work fairly and the team seems much happier. Prior it was random and new reviews were split fairly evenly between team members but because of different LOS, the load was often not even.

    Katy Good, RN, BSN, CCDS, CCS
    Clinical Documentation Program Coordinator
    AHIMA Approved ICD-10CM/PCS Trainer
    Flagstaff Medical Center
    Kathryn.Good@nahealth.com
    Cell: 928.814.9404

  • edited April 2016
    I would be interested in knowing what are your daily production standards for new and re-reviews if anyone would share please.


    Deanne Wilk, BSN,RN,CCS
    AHIMA approved ICD-10-CM/PCS Trainer


  • edited April 2016
    Our productivity expectation is 9-10 new reviews and 9-10 re reviews per day. We are expected to open new cases within 3 days of admission with goal within 48hrs. Our concurrent or re reviews are to be done every 48-72hrs until a SOI/ROM is reached of 4/4 then every week. This is the recommendation of our 3M consultants




  • I am finding we can review 'about 15 -20' cases per day with a combination of 'new' and 'f/u reviews'. We strive to review as many cases as possible on day 2 of admission.

    Related question: Most consulting firms suggest a total number of accounts/cases average about 1,600 to 1,800 per fulltime CDI staff. Is this number reflective of actual practice across a number of spectrums?

    Many, many variable. I'd prefer to use an annual number of accounts per reviewer as a goal, and wonder how the numbers cited compare to other institutions?

    Thanks,



    Paul Evans, RHIA, CCS, CCS-P, CCDS
     
    Manager, Regional Clinical Documentation & Coding Integrity
    Sutter West Bay
    633 Folsom St., 7th Floor, Office 7-044
    San Francisco, CA 94107
    Cell:  415.412.9421

    evanspx@sutterhealth.org



  • Because we are unit based, we don’t really have productivity standards beyond reviewing your assigned patients appropriately. Each CDI is covering 28-35 beds and initial reviews are done within 48hrs of admission and re-reviews are done every 2 days barring extenuating circumstances. How many of those will be new/old records depends on the unit (faster moving units have more new reviews but lighter records), census, etc. As part of their review process, the CDI is responsible for reviewing discharge summaries post-discharge and then reviewing DRG mismatches and reconciling with the coder if appropriate.

    Katy Good, RN, BSN, CCDS, CCS
    Clinical Documentation Program Coordinator
    AHIMA Approved ICD-10CM/PCS Trainer
    Flagstaff Medical Center
    Kathryn.Good@nahealth.com
    Cell: 928.814.9404


  • edited April 2016
    Our standard has always been 20-25 reviews. What I have found in practice is that equates to about 10-12 new reviews or 20-25 re-reviews a day. Combination may fall around 15.




  • ACDIS 2013 Physician Query Survey (averages calculated)
    How many charts does an average CDI specialist (one full-time staff member) in your facility review per day?
    New charts: 13.4 Re-reviews: 13.8
    What percentage of your chart reviews result in a query?
    22.3%
    What is your percentage of physician response to queries?
    Response: 77.7% Agree: 74%

    Paul -- I've heard similar numbers (1900 a year = 158 month = 36.5 weekly = 12 daily). The team average was actually 1916 cases per CDI in FY13 (with a team that at that time probably averaged 5 years or more of CDI experience).

    Don

  • Thank you for the research, Don, and the statistics.

    It is striking that the ranges and averages seem to be consistent.

    Our team has a lot of experience and all of us are either an RHIA, or an RN, and all also hold either the CCDS or the CDIP credential.

    We find that we can review about 1,600 - 1,900 per year. Our average query rate for cases we review is about 20% and our average MD response rate is 80%.


    I have been performing some PCS coding in preparation for ICD-10, and I can only say I expect measured 'productivity' for CDI to drop. The Diagnostic portion of ICD-10 is intuitive and the transition should not be that difficult; the coding of procedures accurately in PCS will impact CDI output.

    It is always good to get a perspective from others.

    Paul



    Paul Evans, RHIA, CCS, CCS-P, CCDS
     
    Manager, Regional Clinical Documentation & Coding Integrity
    Sutter West Bay
    633 Folsom St., 7th Floor, Office 7-044
    San Francisco, CA 94107
    Cell:  415.412.9421

    evanspx@sutterhealth.org



  • Actually, the research was already done for the ACDIS webinar that Wendy and I recently did on metrics, so was a fast copy/past.

    I've seen the question about case productivity asked in a couple of ways .... as best as I can tell given the different ways the questions have been asked, the answers are fairly consistent over time. Total number of cases (both new and re-reviews) does seem to stick to that 20 (perhaps up to 25) range for an average. Seems to me that is a fairly reliable benchmark to look toward.

    I really liked the other comment that someone had about how they determined frequency of re-reviews:
    "Our concurrent or re reviews are to be done every 48-72hrs until a SOI/ROM is reached of 4/4 then every week. This is the recommendation of our 3M consultants "
    Seems like a really nice, structured way to approach, with straight forward expectations.

    Of course, all of this conversation is contingent on the variables of the expected scope of the CDI reviewer -- thorough documentation, ROM/SOI, DRG management, quality, etc. The larger the scope, the smaller the reasonably expected case volume.

    Don
  • Hi,

    I have had the expectation of doing 15 to 25 cases a day, and been told an “experienced CDI can do 34”. I personally think 20 is the best number. There are days I can do more but when I feel like I have to get 25 it’s often a challenge and I would not say they are all done with the same thoroughness. I think also it helps to have a very clear goal…if you are REALLY querying for quality and completeness of record… I think that is a challenge exceeding 20.

    Just my opinion and sorry but I can’t talk in system averages but more from the person doing the reviews.

    Ann
  • Excellent advice and communication - I would only add that it is not feasible or reasonable to expect a 4/4 score for each case. The response could be interpreted to mean that we should review until such scores are achieved.




    Paul Evans, RHIA, CCS, CCS-P, CCDS
  • I agree that 34 is not feasible at many places..at least not at our sites. We review for MS-DRG and APR ROM/SOI. Plus, we have to f/u for final coding, reconcile cases, etc.

    Paul Evans, RHIA, CCS, CCS-P, CCDS
     
    Manager, Regional Clinical Documentation & Coding Integrity
    Sutter West Bay
    633 Folsom St., 7th Floor, Office 7-044
    San Francisco, CA 94107
    Cell:  415.412.9421

    evanspx@sutterhealth.org




  • Great point about should NOT expect 4/4 on every case.

    I wonder if the initial respondent on that point is expected to review every 2 days, even with a case that is a stale, long stay?
    Is there a secondary decision point to transition re-reviews to weekly I wonder (when 4/4 seems unlikely)?

  • Hey, Don

    When my charts 'get stale' and remain at a 2/2 or 3/3, I tend to mark them as complete - it is not always feasible to review each and every chart until the final point of discharge. I prefer to spend my time reviewing Cardiovascular Surgery, Telemetry, ICU Cases, et al, given the opportunity often afforded in such cases. When I see the patient is stable and that the Case Mgr is making plans for discharge 'soon', I sign off on such cases. Our time is limited, and I prefer to spend my limited time reviewing cases w/ probable greater need for a query impacting a quality metric or proper reimbursement.



    Paul Evans, RHIA, CCS, CCS-P, CCDS

    Manager, Regional Clinical Documentation & Coding Integrity
    Sutter West Bay
    633 Folsom St., 7th Floor, Office 7-044
    San Francisco, CA 94107
    Cell: 415.412.9421

    evanspx@sutterhealth.org




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