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Documentation Index

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Add CDI validation to outpatient workflows so missing specificity and severity qualifiers surface before sign-off — not after the denial.
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).
See CDI Agent for details.