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Standards of Documentation – Mastering Effective Patient Care Communication

September 8

Click HERE to Access OnDemand Recording

Click HERE to Access CME Evaluation 

NOTE: An evaluation MUST be completed in order to obtain CME credit. If you are and MD, DO, PA, or NP affiliated with one of the Beacon Health System entities, your attendance is automatically tracked. If you are not, please email to obtain a CME certificate.

Standards of Documentation – Mastering Effective Patient Care Communication

Presented By: Glenn Krauss, MD President and CEO, CORE CDI
Jacob Martin, MD Physician Consultant, CDI Programs

Learning Objectives: 

  • Define & outline best practice standards and principles of documentation
  • The medical record as a Communication Tool vs Reimbursement Tool
  • How not to document using real case studies of payer denials
  • Apply best practice standards of documentation
    • Dissecting the medical record-sound documentation practices
    • Pinpoint and define common documentation pitfalls of documentation
    • Compare and contrast Insufficient vs. Sufficient Documentation
  • Provide resource material to be referred to in the form of checklists for documentation completeness and accuracy
  • Ample time to be allowed for questions and answers


Glenn Krauss is a well-recognized & respected subject matter expert in the revenue cycle with an emphasis & focus upon collaborating & working closely with physicians in promoting, advocating for, educating & achieving sustainable improvement in clinical documentation that accurately reflects & reports the communication of fully informed coordinated patient care.  He possesses 25 plus years of progressive practical hands-on experience in clinical coding & documentation improvement, subscribing to the philosophy that quality of medical record documentation strongly correlates with overall quality of care & the overall achievement of a high performing revenue cycle. What sets Glenn apart in the clinical documentation improvement arena is the recognition of clinical documentation effectiveness, accuracy, completeness & contextual consistency as fundamentally integral with all components of the revenue cycle.


Jacob Martin MD, Certified-PA-CDI, Certified Instructor-CDI, Diplomate ABPM, and Diplomate ABQAURP is a physician with over 40 years’ experience including emergency medicine, sports medicine, forensic medicine, preventive medicine-occupational medicine, and insurance medicine. He holds permanent board certification through the ABPM, as well as board certification through the ABQAURP with recertification every 2 years. Dr. Martin is a certified CDI instructor and certified PA-CDI, with 20+ years in the CDI space having worked across the United States in hospital settings partnering with new and established CDI programs as a physician champion – educator. He believes that complete, accurate, and clinically relevant clinical documentation is a sine qua non for a revenue cycle’s efficacious functioning. In this stead, he continues to provide clinical documentation education while partnering with CDI RNs and attending physicians as well as professional coders, case management/UR professionals, and revenue cycle professionals. This reflects what has been termed a “holistic” approach to attainment of best practices in clinical documentation in the setting of a high-functioning revenue cycle.


Accreditation Statement: The Beacon Health System of South Bend is accredited by the Indiana State Medical Association to provide continuing medical education for physicians.

Designation Statement:  Beacon Health System designates this live activity for a maximum of 1.0 AMA PRA Category 1 Credit(s)TM.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Disclosure:  The Speaker(s) and all planners associated with this activity do not have any potential conflict of interest.

Disclosure Statement:  As a sponsor accredited by the Indiana State Medical Association, Beacon Health System must ensure balance, independence, objectivity, and scientific rigor in all sponsored educational programs.  All faculty participating in these programs must complete a disclosure statement indicating any real or apparent conflict(s) of interest that may have a direct bearing on the subject matter of the continuing education program.  This pertains to relationships with pharmaceutical companies, biomedical device manufacturers, or other corporations whose products or services are related to the subject matter of the presentation topic.

Commercial Support:  No commercial support was used in the planning or implementation of this CME activity.

On Demand Details: Recordings are available for credit until 9/8/2022

Questions may be directed to Jenai White at 574.647.7691 or


September 8
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On Demand