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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.

Presenters

Headshot Image for Barb Whitlock
Barb Whitlock

Lead Consultant, Healthcare Performance Improvement

Forvis Mazars US

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