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Educational Series

Merle's Pearls

An educational series for CDI Specialists navigating modern clinical documentation workflows. Guided by Dr. Hoo, we explore the intersection of clinical integrity, compliant query practices, and AI-powered provider engagement inside Epic.

Animated Dr. Hoo presenting the HITEKS clinical documentation workflow

Advancing the CDI Profession

Merle's Pearls is dedicated to continuous learning in Clinical Documentation Integrity. The long-term goal is to support continuing education opportunities; this series does not currently confer CME accreditation.

Compliant Practices

Deep dives into maintaining clinical integrity while utilizing real-time, AI-powered nudges.

Provider Engagement

Strategies to reduce administrative burden and foster shared responsibility across the care team.

Workflow Mastery

Mastering native Epic workflows, from concurrent encounter reviews to post-discharge reconciliation.

Dr. Hoo reflecting on clinical documentation workflows
The learning lens

Where workflow meets administrative relief

Each entry connects compliant practice with the realities of modern EHR delivery: how guidance reaches the record, how teams respond, and how technology can reduce friction without reducing accountability.

Workflow

  • Real-time documentation guidance and clinical evidence inside Epic workflows
  • Continuous analysis for new clinical indicators and supporting medical evidence
  • Delivery-ready CDI Nudges with compliant queries, linked evidence, and documentation recommendations
  • One-click delivery inside standard Epic workflows

Administrative Burden

  • Physicians and CDI work from the same documentation infrastructure
  • Point-of-care guidance reduces reliance on retrospective and post-discharge queries
  • CDI teams can extend coverage to higher-value and more complex cases
  • No separate applications, additional logins, or disruptive screen switching