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Preventing Denials at the Front Line: Documentation at the Point of Decision

Preventing Denials at the Front Line: Documentation at the Point of Decision

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Product Details
Presenter: Penny Jefferson, MSN, RN, CCDS, CCDS-O, CDIP, CCS, CRC, CHDA, CRCR, CPHQ, ACPA-C 
Date: Thursday, May 21, 2026
Time: 3 pm ET | 2 pm CT | 1 pm MT | 12 pm PT 
Duration: 60 minutes
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Course Description

Revenue integrity has shifted significantly in recent years, moving from a retrospective focus on coding and documentation review to a real-time process that begins at the point of admission. As payer review timelines accelerate and access to clinical documentation becomes more immediate, the expectation for clear, accurate, and timely documentation—particularly related to medical necessity—has increased.

This session will examine how documentation at the time of admission directly impacts inpatient level of care determinations, denial risk, and overall revenue integrity. Participants will explore common gaps in documentation that lead to medical necessity denials, including lack of clinical specificity, insufficient articulation of risk, and failure to clearly support the need for inpatient care.

The session will also highlight the importance of early alignment between Clinical Documentation Integrity (CDI), Utilization Review (UR), and Physician Advisor teams. By focusing on the first 24 hours of the patient encounter, organizations can identify and address documentation gaps before payer review occurs.

Attendees will be introduced to practical, workflow-based strategies to improve documentation at the point of decision-making, enhance interdisciplinary collaboration, and proactively reduce denials. The session is designed to provide actionable insights that can strengthen documentation practices and support more effective revenue integrity processes.




Learning Outcomes
  • Describe how revenue integrity has shifted to begin at the point of admission
  • Explain the impact of documentation timing on medical necessity and denial risk
  • Identify key elements required to support inpatient level of care at admission
  • Recognize common documentation gaps that lead to medical necessity denials
  • Analyze how the first 24 hours of documentation influence payer review outcomes
  • Describe the roles of CDI, UR, and Physician Advisors in early documentation review
  • Apply strategies to improve documentation at the time of clinical decision-making
  • Implement workflow approaches to identify and address documentation gaps in real time



Areas Covered in the Session
  • The shift in revenue integrity: from retrospective review to real-time evaluation
  • Why the time of admission is now the critical point for documentation accuracy
  • The connection between documentation and medical necessity at the time of admission
  • Key components required to support inpatient level of care
  • Common causes of medical necessity denials related to documentation gaps
  • The importance of the first 24 hours in shaping payer review outcomes
  • The roles of CDI, UR, and Physician Advisors in early documentation alignment
  • Strategies for concurrent documentation review and escalation
  • Workflow approaches to improve real-time documentation accuracy
  • Practical steps organizations can take to reduce denials at the front end
  • Live Q&A Session



Recommended Participants
  • Clinical Documentation Integrity (CDI) Directors and Managers
  • Clinical Documentation Integrity (CDI) Staff
  • Utilization Review (UR) / Case Management Professionals
  • Physician Advisors
  • HIM / Coding Directors and Managers
  • Coding Staff
  • Revenue Integrity Directors and Managers
  • Revenue Integrity Staff
  • Revenue Cycle Leaders
  • Denials and Appeals Staff
  • Quality and Compliance Teams
  • Hospital Administrators
  • Chief Financial Officers (CFOs) / Finance Leaders
  • Revenue Integrity Analysts
  • Denials Management Specialists
  • Patient Access / Registration Teams
  • Nursing Leadership (e.g., Nurse Managers, Directors)
  • Medical Directors
  • Compliance Officers
  • Health Information Technology (HIT) / EHR Specialists
  • Audit and Appeals Specialists


About the Presenter

Penny Jefferson is the Director of Clinical Documentation Integrity at UC Davis Health, where she leads enterprise-wide initiatives focused on improving documentation accuracy, medical necessity support, and revenue integrity. She brings extensive experience in CDI, revenue cycle operations, and regulatory compliance, with a focus on aligning documentation practices to meet evolving payer and regulatory expectations.
Penny is a national speaker and educator, serving as a co-host of Talk Ten Tuesday and a recognized thought leader in the CDI and physician advisor space. She is actively involved in the American College of Physician Advisors (ACPA), where she co-chairs the CDI Committee and leads the CommUnity Denials and Appeals focus group, bringing together interdisciplinary leaders to address emerging challenges in documentation and audit defense.
She is known for translating complex regulatory and operational concepts into practical, actionable strategies that help healthcare teams improve documentation integrity, reduce denials, and strengthen overall revenue performance.



Additional Information
After Registration:
You will receive an email with login information and handouts (presentation slides) that you can print and share with all participants at your location.

System Requirement:
  • Internet Speed: Preferably above 1 MBPS
  • Headset: Any decent headset and microphone which can be used to talk and hear clearly

Can't Listen Live?
No problem. You can get access to an On-Demand webinar. Use it as a training tool at your convenience.

For more information, you can reach out to the below contact:

Toll-Free No: 1-302-444-0162
Email: care@skillacquire.com
Address: 651 N. Broad Street, Suite 206, Middletown, DE 19709



"Snippets From Our Previous Session"



Attendee's Reviews from the Previous Session
Sarah Johnson★★★★★   1 Month ago  ·  By: Sarah Johnson

I've attended many webinars, but SkillAcquire stands out for content quality and speaker expertise. Everything was delivered on time, and the recording was shared promptly.

Nicholas Smith★★★★★   2 Weeks ago  ·  By: Nicholas Smith

Very professional platform. The webinar was informative, relevant to my work, and packed with real-world examples. Highly recommended for continuous learning.

Benjamin Garcia★★★★★   5 Days ago  ·  By: Benjamin Garcia

My experience with SkillAcquire has been excellent. From registration to live session delivery, everything was seamless. The speaker was knowledgeable, and the learning material was comprehensive and up to date.
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