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Defensible Documentation: Protecting Clinical Decisions

October 15, 2026 Register Today

In a high-audit environment with substantial variability across commercial payors, Medicaid, and managed Medicare, healthcare providers need to prioritize documentation that clearly expresses clinical reasoning to support treatment decisions and demonstrate medical necessity. This session is designed for physician advisors who help train and coach clinicians on documentation best practices, as well as utilization review, case management, clinical documentation integrity (CDI), and compliance team leaders involved in the audit process. We’ll explore common patterns, signals, and triggers that auditors look for and outline documentation practices that can help support versatile audit defense strategies.

Learning Objectives

Upon completion of this program, participants should be able to: 

  • Describe effective documentation practices that clearly capture medical judgment to help assist clinicians.
  • Recognize the patterns auditors look for to interpret care necessity.
  • Apply documentation pathways that can withstand clinical validation, medical necessity, and managed care reviews.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance during live broadcast.


Who’s This For

Physician advisors, utilization review and case management leaders, CDI specialists, compliance and audit teams, revenue integrity leaders, hospitalists, intensivists, and emergency department providers.


Prerequisites

None


Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.


Refund Policy

There is no fee associated with this event.


Program Level

Basic


Recommended Field of Study

Specialized Knowledge


Advanced Preparation

None

CPE NASBA Logo

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].

Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Presenter(s)

Barb Whitlock

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