HCC Documentation & Coding Decoded: Getting to the M.E.A.T. - October 12, 2026
Overview
Providers spend their days diagnosing, treating, and heroically surviving back-to-back appointments while wondering if lunch is a myth. Coders, meanwhile, translate those clinical stories into the highly regulated language of ICD-10-CM, CMS, auditors, and compliance. So when a coder asks, "Can you clarify laterality, acuity, and whether this condition is acute on chronic?" the provider often hears, "I'd like you to reopen this chart and contemplate your life choices." The reality is that neither side is wrong—providers speak medicine, coders speak compliance. That's where Outpatient Clinical Documentation Integrity (OP CDI) comes in. Our role isn't to police documentation or create more work. Our role is to serve as the interpreter—helping to make sure the patient's care and story is communicated clearly,
accurately, and completely so everyone leaves the conversation understanding the same patient. Each quarter, we'll tackle real-world documentation challenges through practical, case-based discussions that translate documentation and coding concepts into strategies you can use in clinic the very next day. We'll demystify the resources designed to support you, including informational HCC Our Practice Advisory (OPAs), post-visit clarification queries, documentation tip sheets, and the collaborative roles of the OP CDI and HCC Coding teams. Think of us less as the documentation police and more as the GPS that occasionally says, "Recalculating..."before anyone accidentally drives the chart into a coding ditch.
Elements of Competence
American Board of Medical Specialties:
- Practice-based learning and improvement
- Population Health
- Employ evidence-based practice
Interprofessional communication
- Values and ethics
- Roles and responsibilities
Intended Audience
This activity is designed for nurses, physicians (including EM, hospitalists, primary care, and neurology), neurosurgeons, and stroke coordinators.
Learning Objectives
As a result of participation in this educational series, members of the healthcare team will be able to...
- Differentiate among acute stroke, stroke sequela, and personal history of CVA to support accurate clinical documentation.
- Identify the key documentation elements needed to accurately report hemiplegia and hemiparesis following a CVA.
- Apply documentation best practices, including M.E.A.T. principles, to support complete and compliant reporting of chronic neurologic deficits.
- Recognize the purpose of post-visit CDI queries and appropriately update the medical record when clarification is needed.
Course summary
- 0.50 AAPA Category 1 CME
- 0.50 AMA PRA Category 1 Credit™
- 0.50 ANCC Contact Hours
- 0.50 University of Wisconsin–Madison Continuing Education Hours
- 0.50 Approved for AMA PRA Category 1 Credit™
Quarter 1 Agenda
Location: Microsoft Teams Platform
| Time | Topic |
|---|---|
| 0:00–2:00 | Welcome & Introductions • Meet the presenters • Review learning objectives |
| 2:00–24:00 | Interactive Documentation Challenge • Documentation Basics • Stroke Sequela • Query Corner |
| 24:00–30:00 | Questions, Discussion & Case-Based Application • Open Q&A • Discuss real-world documentation scenarios • Audience questions and clinical discussion |
This session will be held virtually via Teams. Learners will receive a link to the session prior to the start of the activity.
Presenters and Planners
Mike Dagenais, BSN, RN, CCDS
Director, Clinical Documentation Integrity (CDI)
Leigh Anne Harmon, Ed.D., APRN, NP-C, AGCNS-BC, NEA-BC, CCDS-O, CPC, CRC, CPMA, CDEO, CPCO, ACDIS-Approved CDI Leader, CDI
Program Director for Outpatient CDI and HCC Coding
Sancia Ferguson, MD, MPH
Assistant Professor (CHS)
Medical Director, UW Health ACO & Value-Based Care, Outpatient
Medical Director, Rheumatology, Quality & Equity
Tom Brazelton, MD, MPH, FAAP
Physician Administrative Director Clinical Documentation Integrity, Coding & HIM
Beatriz Folcik, PA-C, APP Supervisor
PA-C, APP Supervisor
Kathryn Schubert, CCA, RAC, CRC
HCC Coding Supervisor
Tracey Leff, APRN, APRN, ANP/WHNP, CRC
Nurse Practitioner and OP CDI Provider Educator & Quality Specialist
Policy on Disclosure
It is the policy of the University of Wisconsin–Madison Interprofessional Continuing Education Partnership (ICEP) to identify, mitigate and disclose all relevant financial relationships with ineligible companies* held by the speakers/presenters, authors, planners, and other persons who may influence the content of this accredited continuing education (CE). In addition, speakers, presenters and authors must disclose any planned discussion of unlabeled/unapproved uses of drugs or devices during their presentation.
For this accredited continuing education activity all relevant financial relationships have been mitigated and detailed disclosures are listed below.
| Name | Role(s) | Financial Relationship Disclosure | Discussion of Unlabeled/Unapproved Uses of Drugs/Devices in Presentation? |
| Mike Dagenais | Faculty/Speaker | No relevant financial relationships with ineligible companies to disclose. | No |
| Leigh Anne Harmon | Faculty/Speaker | No relevant financial relationships with ineligible companies to disclose. | No |
| Sancia Ferguson | Faculty/Speaker | No relevant financial relationships with ineligible companies to disclose. | No |
| Tom Brazelton | Faculty/Speaker | No relevant financial relationships with ineligible companies to disclose. | No |
| Beatriz Folcik | Faculty/Speaker | No relevant financial relationships with ineligible companies to disclose. | No |
| Tracey Leff | Committee Member | No relevant financial relationships with ineligible companies to disclose. | No |
| Kathryn Schubert | Committee Member | No relevant financial relationships with ineligible companies to disclose. | No |
*Ineligible companies are those whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
The ACCME does not consider providers of clinical services directly to patients to be ineligible companies.
Logos and Credit Designation Statements
| Accreditation Logos | Accreditation Statements |
|---|---|
![]() | In support of improving patient care, the University of Wisconsin–Madison ICEP 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. |
American Medical Association (AMA)The University of Wisconsin–Madison ICEP designates this hybrid live activity for a maximum of 0.50 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity. | |
| American Nurses Credentialing Center (ANCC) The University of Wisconsin–Madison ICEP designates this live activity for a maximum of 0.50 ANCC contact hours. |
![]() | American Academy of Physician Assistants (AAPA) The University of Wisconsin–Madison ICEP has been authorized by the American Academy of PAs (AAPA) to award AAPA Category 1 CME credit for activities planned in accordance with AAPA CME Criteria. This activity is designated for 0.50 AAPA Category 1 CME credits. PAs should only claim credit commensurate with the extent of their participation. |
Available Credit
- 0.50 AAPA Category 1 CME
- 0.50 AMA PRA Category 1 Credit™
- 0.50 ANCC Contact Hours
- 0.50 University of Wisconsin–Madison Continuing Education Hours
- 0.50 Approved for AMA PRA Category 1 Credit™
Session Fees
Free - This course is free to all healthcare providers.
Learners will receive an email with the links to the virtual sessions the week of the activity.
Registration for this activity can only be completed through the ICEP Learning Portal. Attendee registrations made through any other sites cannot be honored. UW-Madison ICEP is not able to refund fees paid through unaffiliated registration sites, such as eMedEvents.com, MedConfWorld.com, EventEgg.com, and 10times.com. Please report any unauthorized websites or solicitations for registrations to [email protected].
Questions about Registration
Email [email protected]
Program Changes
Emergency situations occasionally occur and may necessitate topic or speaker changes. The University of Wisconsin–Madison ICEP reserves the right to alter or substitute a topic or speaker without prior notification.
Accessibility
We value inclusion and access for all participants and are pleased to provide reasonable accommodation for this event. Please contact [email protected] as soon as you can make a reasonable accommodation request.
Required Hardware/software
Learners will need to have access to an internet connection and a device (laptop, tablet, smartphone) capable of accessing video conferencing software.
For more information on WebEx please visit the UW WebEx IT Help Page.

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