Clinical Documentation Improvement
Achieve more through better documentation
Strengthen clinical documentation to accurately reflect patient acuity, support coding and reimbursement, reduce compliance risk, and improve performance across your organization.
> In a recent case study, a CDI audit evaluated a client’s AI-readiness
Key Benefits
Strengthen Documentation
Ensure documentation accurately reflects patient care and acuity.
Optimize Reimbursement
Support accurate coding, DRG assignment, and reimbursement.
Reduce Compliance Risk
Strengthen documentation and compliant query practices organization-wide.
TRUE PARTNERS
Trusted by leading health systems nationwide
Our experienced CDI specialists help healthcare organizations strengthen documentation quality, coding accuracy, compliance, and reimbursement through objective analysis and improvement strategies.
Stronger documentation, stronger organizational impact
Strengthen Revenue Integrity
Ensure clinical documentation supports accurate code assignment, appropriate reimbursement, and a complete representation of the care your organization provides.
Apply Deep Clinical Expertise
Experienced CDI professionals evaluate documentation, clinical indicators, severity of illness, risk of mortality, and DRG assignment to identify meaningful opportunities for improvement.
Build Sustainable Improvement
Turn documentation findings, query trends, and performance data into targeted education and operational improvements that strengthen CDI performance over time.
Trusted by the best














Trusted since 1994
Advisors, partners, extensions of your team
- Clinical Expertise
- CDI Excellence
- Revenue Integrity
- Trusted Advisors
- Proven Experience
Experienced CDI specialists. Clinical insight that matters.
Our CDI specialists bring clinical, HIM, coding, and documentation expertise to help organizations strengthen documentation integrity across patient populations and payer types.
- RNs and RHIA/RHIT-Credentialed CDI Professionals
- Advanced CDI & Coding Certifications, Including CCDS & CDIP
- Clinical Validation Expertise
- Severity of Illness & Risk of Mortality
- DRG & Documentation Alignment
- Compliant Physician Querying
- Major EMR Experience
- 100% U.S.-Based Teams
Comprehensive CDI support across the program
From focused retrospective audits to ongoing concurrent reviews, we tailor CDI support around your organization’s workflows, priorities, performance gaps, and improvement goals.
Our Approach Includes
- Concurrent Documentation Reviews
- Retrospective CDI Audits
- Clinical Validation
- DRG Assignment Review
- CC/MCC Opportunity Identification
- Physician Query Support
- Documentation Gap Analysis
- CDI Program Assessment
- Quality Assurance
- Targeted Education
Better documentation supports better performance
Connect documentation quality to coding, reimbursement, compliance, and denial prevention. We identify opportunities and trends that help healthcare leaders strengthen revenue integrity while accurately reflecting the care delivered.
Reporting & Insights Include
- CDI/Coder DRG Alignment
- Query Rate
- Query Response Rate
- Query Agreement Rate
- Query Compliance
- Missed Query Opportunities
- Physician Documentation Trends
- Financial Impact
- Documentation Improvement Opportunities
- Actionable Recommendations
Turn CDI insights into lasting improvement
We work alongside CDI, clinical, coding, and revenue cycle leaders to translate findings into stronger workflows, targeted education, and sustainable documentation improvement.
Our Partnership Includes
- Dedicated CDI Expertise
- Physician & Coder Collaboration
- Actionable Recommendations
- Workflow Optimization
- Physician Education
- CDI Team Education
- Performance Reporting
- Continuous Improvement
CDI expertise that adapts to you
For more than 30 years, Managed Resources has partnered with healthcare organizations of every size to optimize clinical documentation.
We are proud to serve: Large Multi-Hospital Health Systems, Academic Medical Centers (AMCs), Integrated Delivery Networks, Community Hospitals, Critical Access Hospitals, Specialty Hospitals, Physician Groups, Federally Qualified Health Centers (FQHCs), and Government Healthcare Organizations.
Why Clients Trust Managed Resources
- 30+ years serving U.S. healthcare organizations
- Experienced Clinical & CDI Leadership
- Proven Documentation & Revenue Integrity Expertise
- Long-Term Healthcare Partnerships
- 100% U.S.-based workforce
- Trusted by the nation’s largest health systems
EHR Fluency






Strengthen every aspect of your CDI performance
Documentation & Clinical Validation
- Concurrent Documentation Reviews
- Retrospective CDI Audits
- Clinical Validation
- Severity of Illness Review
- Risk of Mortality Review
- CC/MCC Opportunity Identification
- DRG & Documentation Alignment
Query & Physician Engagement
- Missed Query Identification
- Query Compliance Review
- Physician Query Support
- Query Response Analysis
- Query Agreement Analysis
- Physician Documentation Trends
- Targeted Provider Education
CDI Program Assessment
- Program Structure & Workflow Review
- Staffing & Resource Assessment
- CDI Technology Review
- Policy & Process Evaluation
- KPI & Reporting Assessment
- Query Workflow Evaluation
- Performance Baseline Development
Technology & AI Readiness
- Pre-AI Implementation Audits
- AI Coding Readiness Assessments
- Discharge Summary Reviews
- EHR Transition Assessments
- Workflow Change Validation
- Pre-Implementation Benchmarking
- Post-Implementation Reviews
Performance Improvement
- Financial Impact Analysis
- Documentation Trend Reporting
- Denial Prevention Opportunities
- Quality Assurance
- Workflow Optimization
- Executive Reporting
- Education & Action Planning
FAQs
What is clinical documentation improvement (CDI)?
Clinical documentation improvement helps ensure the medical record accurately and completely reflects a patient’s condition, severity, treatment, and care provided to support coding, quality reporting, compliance, and reimbursement
How does CDI improve reimbursement?
Complete and accurate documentation supports appropriate code and DRG assignment, captures clinically supported conditions, and helps ensure reimbursement accurately reflects the complexity and resources associated with patient care.
What is the difference between concurrent and retrospective CDI reviews?
Concurrent CDI reviews evaluate documentation while the patient is receiving care, allowing documentation gaps to be addressed earlier. Retrospective reviews evaluate completed records to identify missed queries, documentation gaps, DRG impact, and improvement opportunities
What does a CDI audit evaluate?
A CDI audit can evaluate documentation quality, clinical validation, query compliance, missed query opportunities, DRG alignment, physician documentation trends, financial impact, and overall CDI program performance.
How can CDI help prevent denials?
Strong documentation helps establish clinical support for diagnoses, medical necessity, patient acuity, and services provided. CDI findings can also identify recurring documentation gaps that increase vulnerability to payer denials.
Why is clinical validation important to CDI?
Clinical validation helps ensure documented diagnoses are supported by the patient’s clinical indicators. This strengthens documentation integrity while supporting accurate coding, reimbursement, compliance, and defensible claims.
How can a CDI audit support AI implementation?
Before implementing AI-enabled coding technology, a CDI audit can establish a documentation baseline and identify gaps that may affect automated coding outputs. Findings can inform physician education, CDI workflow improvements, and readiness planning. Managed Resources has used this approach in a published pre-AI coding implementation engagement.
What CDI performance metrics should healthcare leaders monitor?
Common measures include query rate, response rate, agreement rate, query compliance, CDI/coder DRG alignment, missed query opportunities, documentation trends, financial impact, and other organization-specific quality and performance indicators.
Does Managed Resources provide physician CDI education?
Yes. Education can be developed around actual documentation findings, missed query opportunities, query trends, physician-specific performance, clinical validation concerns, and identified financial or denial-prevention opportunities.
30+ years of Excellence
Testimonials from client partnerships
Get Started
Strengthen documentation. Unlock better performance.
Discover where documentation gaps may be affecting coding, reimbursement, compliance, and denials, and build a stronger CDI program around measurable insights
> Voted Top RCM Company to Know in 2026 by Becker’s Hospital Review