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Stronger Documentation, Smarter Revenue

The UM & CDI Advantage

March 11th | 11:00 AM PST  |  Becker’s Hospital Review

Jerilyn Morrissey, MD

Chief Medical Officer
CorroHealth

Geoff New, Ed.D, MBA

Senior Vice President
CorroHealth

As hospitals face increasing financial pressures and growing payer scrutiny, documentation has become more than a requirement—it’s the foundation for financial stability, operational efficiency, and better patient outcomes. Utilization Management (UM) and Clinical Documentation Integrity (CDI) play a critical role in ensuring appropriate patient status, securing accurate reimbursement, and reducing administrative burdens.

This session explores how proactive documentation strengthens utilization management, minimizes denials, and protects revenue integrity. By addressing documentation gaps at the source, hospitals can improve resource utilization, streamline the appeals process, and ensure long-term financial sustainability.

Through real-world case studies, we’ll discuss how integrating UM and CDI strategies can reduce revenue leakage, drive better financial outcomes, and create a more efficient, patient-centered system.

Learning Objectives
  • Understand how proactive documentation strengthens Utilization Management (UM) and reduces preventable denials, protecting hospital revenue.
  • Learn how clinical documentation integrity (CDI) impacts reimbursement accuracy and financial sustainability in today’s payer-driven landscape.
  • Explore real-world case studies demonstrating how hospitals are closing documentation gaps to improve patient status accuracy and streamline appeals.

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