Chart review without CDI software

Hi folks,

I am starting a new project in which I will be doing CDI review for a hospital that does not have CDI specific software. They rely on spreadsheets to record query impacts and productivity,but to my knowledge, they do not have a means to record findings, schedule follow ups, etc. I'm used to having 3M 360, so am struggling to figure out how to organize and keep track of my daily workflow. I may try to piece together an excel file but not sure how that would work out? I am wondering if anyone works in this type of environment and how do you track everything? If you have an example of an excel file or something that you use and can share, I'd appreciate it!


  • Hi all

    I am also doing CDI work with no software in place. I would appreciate if anyone would share ideas on how to record findings queries follow up etc.

  • Good evening,

    I see you are talking about implementing CDI without software. We are in the process of building a CDI prototype software for small to medium and rural hospitals which cannot afford expensive CDI tools in the market. Let me know if you are interested in connecting me with your hospitals. We offer initial free software services for few months and once they see value, we get into business agreement.

    I can also offer free initial CDI physician advisory services as well. Let me know if you are interested. you can reach me at

    Sreenath Meegada MD MPH CCDS.

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