1
Configure your CDI rule set
In the Console, enable the specialty CDI rule set (BH, primary care). Optionally add custom queries for your practice.
2
Wire into sign-off
On the pre-sign-off hook,
POST /api/coding/cdi/review with the note ID. The response surfaces queries and the documentation gap behind each.3
Render queries to the clinician
Each query carries a rationale, the rule it tested, and the language to paste in. The clinician can accept, edit, or reject. Every decision is logged.
4
Audit retention
All CDI decisions retain for the practice-configured period (default 6 years).