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0848_SHSO_Ambulatory and ProFee CDI-Claro Improvement Initiative_LIVE_1/13/2026
Description:
This education session provides physicians and advanced practice providers with practical strategies to ensure clinical documentation accurately reflects patient complexity and medical decision-making. Accurate documentation is critical for safe, high-quality care: when notes are incomplete or ambiguous, important clinical details may be missed, leading to inappropriate coding, delayed or incorrect treatment decisions, and gaps in communication across the care team. These issues can result in fragmented care, increased risk of medical errors, and reduced quality outcomes for patients and families. Participants will review current Evaluation and Management (E/M) coding guidelines, learn how documentation elements support appropriate level selection, and identify common areas where incomplete notes lead to under- or over-coding. Specialty-specific examples will illustrate how clear, concise documentation supports compliance, accurate recognition of clinical effort, and strong continuity of care.
Target Audience
Physicians (MD or DO)
Learning Objectives
After attending this course learners will be able to:
- Understand key Evaluation and Management (E/M) documentation requirements under current coding guidelines.
- Recognize how documentation supports accurate medical decision-making levels.
- Apply best-practice concepts for documenting problems, data, and risk in a consistent manner.
Agenda
1:00–1:20 PM E/M Medical Decision Making Criteria Lecture
1:20–1:25 PM Discussion: Hierarchical Condition Categories Lecture
1:25 PM Next Steps / Points of Contact Lecture
1:25-1:30 PM Q&A – Can overflow or by email for follow-up Discussion.
Disclosure of Financial or In-Kind Commercial Support & Conflict of Interest
No one involved in the planning or presentation of this educational activity have any relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients. No financial or in-kind commercial support was received to produce or promote this educational activity.
– Provider Designee/Verification: Fozia Ferozali, Ed.D.
Accreditation
In support of improving patient care, Sutter Health, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
Credit Designation Statement
Sutter Health designates this LIVE activity for a maximum of 0.50 AMA PRA Category 1 Credits™ for physicians. Learners should claim only the credit commensurate with the extent of their participation in the activity.
Note to Other Disciplines: AMA PRA Category 1 Credits HOURS™ Continuing Medical Education is acceptable for meeting the continuing education requirements for Pharmacists, Physician Assistants, Psychologists, Registered Nurses, and Respiratory Care Practitioners. For other disciplines, please check with the regulatory board for your discipline to confirm what type of credits meet the continuing education requirements. Continuing education hours for nurses accredited by ANCC, via Joint Accreditation.
Attendance & Credit Claiming
A 6-character code will be given to learners at the selected session date and will be used to mark attendance.
Enrollment Instructions
This program consists of multiple session dates which a learner may choose from, make sure to enroll in the course & the session date as shown below:
To advance in this course, you will need to select the overall course and specific class date that you wish to be shown on your transcript. This step is accomplished by placing a checkmark in the box next to the course (shown in black) and the correct tract (shown in teal) before clicking on "Enroll" as shown in the picture below.
Please note: You will at this point be locked out of selecting alternate class dates. As such the "Take Course" button will be blacked out and does not apply on this page.
Next, click on session date for the course you attended, NOT the title of the course.
