Trey LaCharite has seen it all during his time as physician advisor. The debut of ICD-10. The growth of value-based care and CMS pay for performance initiatives. And the rise of EHRs and the dreaded RACs.

For more than a decade he’s brought that distilled wisdom to the ACDIS national pre-conference, teaching a popular seminar for physician advisors. And now he’s authored a new book from HCPro/AHIMA, The Physician Advisor’s Guide to Clinical Documentation Integrity, third edition.

So yeah, Trey’s seen a lot.

He’s also seen a lot of heavy metal concerts. Which is where I come in.

As Trey was pouring his heart and soul and wisdom into his new book I was pouring myself into a book of my own: Growing Up Metal: The Story Of A Fan Who (Kind Of) Rocked. Now available on Amazon.

This unlikely union of metalheads talk all things physician advisors, CDI, and heavy metal, as well as the trials and travails of writing, on what is a very out of the box episode of Off the Record. Listen in as we cover:

• Trey and his current multi-hat role as physician advisor for the University of Tennessee Medical Center.
• The Physician Advisor's Guide to Clinical Documentation Integrity, Third Edition ... What’s in the book and what’s new? Heavy rewrites from prior editions and a new focus on practicality.
• Trey’s favorite section on sepsis, and how his organization is navigating the minefield of sepsis-2 vs. sepsis-3.
• Trey's process of writing... “pantser” over “plotter,” and how he tackled the book with his own writing and voice (no AI, thank the lord)
• Working with a pair of terrific contributors—Dr. Nicole Fox and Dr. Deepa Velayadikot
• Documentation in the age of AI—is writing notes still important, either to a physician’s thought process or the practice of care? Trey's thought on the state of technology as useful tool vs. potential loss of autonomy.
• What has changed most over the years in the role of the PA: Biggest difference in job responsibilities of a PA circa 2008 and today
• Talking metal: Growing Up Metal questions and general metal banter, concert stories, favorite bands, and more

Order Brian's book Growing Up Metal: https://www.amazon.com/Growing-Up-Metal-Story-Rocked/dp/B0HHJP531W/ref=tmm_pap_swatch_0⁠

Order Trey's book The Physician Advisor's Guide to Clinical Documentation Integrity: https://hcmarketplace.com/subject/clinical-documentation-integrity/physician-advisors-guide-to-cdi-third-edition

CDI, coding, and clinical medicine are involved in a tug-of-war over a complex, life-threatening medical emergency that seems resistant to all forms of consensus. I'm talking about sepsis of course, and on today’s show I got to talk about sepsis with someone as qualified as anyone in the world to do so.

Steven Simpson, MD, is Professor of Medicine at the University of Kansas in the Division of Pulmonary, Critical Care, and Sleep Medicine. He has done research in all areas of severe sepsis, from molecular and cellular mechanisms to translational and quality improvement studies. He is currently chair of the board of directors for the Sepsis Alliance and an author of the 2016, 2021, and 2025 reviews and updates of the Surviving Sepsis Campaign Guidelines.

I’m also joined by James Kennedy, MD, CCS, a familiar name and voice for anyone involved in CDI and coding circles. Listen in as we cover:

• Dr. Simpson’s deep and rich background in sepsis, including early clinical days with septic patients, working with Drs. Bone and Balk who created Sepsis-1, and his role on the Sepsis Alliance.
• Co-authoring the 2026 Surviving Sepsis Guideline that defines sepsis as a “life-threatening acute organ dysfunction to infection”: His stance on sepsis-2 and sepsis-3.
• The politics of definition and diagnosis: Who gets to write these definitions.
• The struggle: Reconciling sepsis-2 with sepsis-3, further complicated by CMS’ use of sepsis-2 in its new sepsis readmission measure. What’s the right answer for this, if there is one?
• Looming sepsis proposal to create codes for “impending sepsis,” the role of AI-technologies (e.g., Sepsis ImmunoScore, TriVerity) in identifying these patients, and what the University of Kansas is doing to identify and intervene on infected patients before they evolve into organ dysfunctions.
• Plans for future work for other sepsis-related concepts, payers and denials, and a pair of songs for the Off the Record Spotify playlist.

Rose Bernards is a believer in value-based care. It’s been a driving force in her career.

But it was put to the test when she suffered a family tragedy in late 2025. She wrote about that experience in a three-part series for LinkedIn I highly recommend: The Good, the Bad, and the Ugly. Link in the show notes.

We get into those ups and downs, Rose’s wide-ranging educational career, and expert insights and opinions of all things risk adjustment and the mid-revenue cycle in today’s episode of Off the Record.

Listen in as we discuss:

• Where are we today, nationally, with the state of value-based care. Is it fulfilling its mission of improving health outcomes, enhancing patient experiences, and lowering overall costs by rewarding doctors for the quality of care they deliver rather than the quantity of services they provide?

• What do people consistently misunderstand about risk adjustment?

• Common audit findings Rose is seeing in her daily work related to documentation/coding/regulatory adherence. Great example of acute MI.

• Career stops at high profile organizations including Optum, First Choice Health, and working as an adjunct professor at Pacific University. The common thread? Education.

• What makes for a good educator? Advice for educating providers with a lesson that sticks.

• The story of her personal loss and how it changed her views on the healthcare system

• What she’s most proud of in her career, one do-over she wishes she had back, and a fine guitar-forward selection for the OTR Spotify playlist

Rose’s article “The Good, the Bad, and the Ugly (part 1 of 3)”: https://www.linkedin.com/pulse/good-bad-ugly-part-1-3-rose-bernards-l57fc

Part 2: https://www.linkedin.com/pulse/good-bad-ugly-part-2-3-rose-bernards-s3fpc/

Part 3: https://www.linkedin.com/pulse/good-bad-ugly-part-3-rose-bernards-y3ofc/

When you work deep in the hospital mid-revenue cycle there can be an unfortunate but understandable tendency to divorce your work from the patient. To become separated from clinical care and outcomes, and even, in the case of value-based care, from its intended objective of improving affordability and quality.

Those points are not lost on Dr. Sunita Varghees or Carrie Horn, who spearheaded an outpatient CDI program at Baylor Scott & White Health. One that is truly patient-centric and focused on reducing ER utilization and delivering the right level of service, not just the most profitable.

Listen in as we discuss:

• Baylor Scott and White Health—Lay of the land of the organization and how and when they got started in outpatient CDI.
• “Successful risk adjustment starts with the patient”--the why of OP CDI and how their work ties into chronic condition management, not just capture. We discuss KPIs and financial metrics, too.
• New heart disease screening initiative—what it is, what it entails, and early successes.
• Is knocking down ER visits and IP admissions and getting the right level of care at the right price at odds with hospital revenue gains? Are they making it up with shared savings or care funding?
• Tech enabled/tech forward approach including ambient AI.
• Biggest success and biggest do-over, if they could do it all over again.
• What’s next on the OP CDI roadmap?
• Favorite song for the Off the Record Spotify playlist...

Cheryl Ericson is a veteran, in every sense of the word. Someone who has seen and experienced a lot in the CDI profession—and so has a wealth of knowledge and wisdom to confer.

I go back a long way with Cheryl, to early ACDIS days when she was the lead educator of the CDI Boot Camp and developed the organization’s educational curriculum. She’s had a few stops since then but settled in nicely as Senior Director of Clinical Policy and Education at The Brundage Group.

Cheryl is a shrewd, incisive observer of the CDI field, with a rich history of where we’ve been but also where we need to go. Recently she’s weighed in on some big mid-revenue cycle topics for ICD-10 Monitor which I read with avid interest (and recommend you do too).

In this week’s episode we hit on a few of those topics, along with a bit of a look into her life and career. Listen in as we discuss:

• Formative background in nursing and entry point into CDI at MUSC.

• Thoughts on the new/2026 ACDIS/AHIMA query brief (currently in draft stage)--concerns with clinical indicators, her belief they are unique to each patient and may not meet guidelines established by payers: “It is not about determining if a condition exists; it should be about deciding if the physician has a reasonable expectation to treat the condition,” she writes. “Rather than asking if the condition exists, CDI and coding professionals should determine if it ‘was it reasonable for the provider to diagnose and treat the condition as if it exists.’”

• Pushing query compliance down to the end user—is this how the new brief reads, and if so, is it a fair expectation?

• Artificial intelligence: State of current tools and limitations. “GenAI tools show great promise in many areas, but for now, it does not appear capable of performing the type of complex critical thinking required for accurate inpatient coding and billing,” Cheryl observes.

• (Incorrect) payer allegations of hospital “upcoding,” using the example of acute blood loss anemia

• ACDIS heydays: A look back on teaching and educating.

• Her personal health journey, story of breast cancer and her husband’s simultaneous serious illness, and how it transformed her outlook on life.

• Sharing wisdom and lessons learned: Career advice to a new or young CDI professional—what has she learned to pass along to the next generation?

At ACDIS 2026 I delivered an unofficial episode of Off the Record with my guest today: Tracy Ferro, Executive Director, System CDI for Medical University of South Carolina Health (MUSC).

The “podcast” was delivered on stage, at the outpatient symposium. MUSC’s OP CDI program is new and being built in flight, and Tracy and I presented on it together, running the session a bit like an episode of #OTR.

Full disclosure: Norwood partnered with MUSC, large academic health system, to implement OP CDI. That was a challenge! As was the Chicago presentation.

On today’s episode we talk not only about MUSC’s OP CDI efforts but the presentation itself, including the prep and leadup and “game day.” And much more on Tracy’s unique leadership style and the importance of storytelling to drive home lessons (she’s wonderful at this).

Listen in as we discuss:

• Tracy's healthcare background, a memorable nursing experience, and path into CDI.
• The art of leadership: Style and lessons learned from childhood and beyond
• MUSC’s outpatient CDI origins: The why behind the program
• What a pre-visit review looks like, including the use of Epic’s Enhanced Risk Adjustment Framework.
• Governance, workflows, reporting, and early outcomes.
• Outpatient CDI impact and next steps for the new program
• Presenting at ACDIS 2026, including tips on prep and combatting stage nerves
• An unexpected Sharpie arm signature and a song for the OTR Spotify playlist...

This country does a decent job in our primary schools working with children and young adults with special needs. Certainly many improvements have been made in the last 40-50 years.

But once neurodivergent kids become adults, that support seems to vanish.

Tami Gomez stepped into this large breach by launching the UC Davis Neurodiversity Coding Internship Program. This new program creates professional pathways for neurodivergent individuals by offering hands-on training, mentorship, and real-world exposure to healthcare operations, specifically in inpatient medical coding.

I’m thrilled to get her back on the program to talk about this, her greatly expanded role as Executive Director, Mid Rev Cycle, HIM, Coding, CDI Programs, & Revenue Integrity, and a cutting-edge new initiative she spearheaded that’s already making a big financial impact.

Listen in as we discuss:

• Origins of UC Davis Neurodiversity Coding Internship Program: Tami’s own story of neurodivergence

• Getting started—funding, early struggles and sticking points, partnership with UCLA

• The curriculum and beyond: What are they learning, thanks to generous donations from HCPro/AHIMA, and not just education—taking students all the way through CCS credentialing and job placement

• Reception from attendees and the industry at large

• What makes neurodivergent people uniquely able to code, and their real struggles interviewing and entering the workforce

• Tami’s new busy day job as Executive Director, Mid Rev Cycle. HIM, Coding, CDI Programs, & Revenue Integrity at UC Davis Health.

• New Initiative: High-Pay Huddles and its financial impact

• Increasingly tech-enabled coding and CDI professions—are we in danger of losing them to AI?

• Updates on her personal life as a party planner, why her colleague Penny Jefferson rocks so much, and a new song for the #OTR Spotify Playlist...

Mentioned on today’s show:

• UC Davis Neurodiversity Coding Internship Program: https://health.ucdavis.edu/him/Coding/Neuro.html

• AHIMA video featuring Tami: https://contentwithpurpose.co.uk/ahima/healthinformation/videos/tami-mcmasters-gomez/

A lot has changed in the world of Faisal Hussain since he last went under the white-hot spotlight of the Off the Record podcast studios.

A new career path, with a new company.

Growing children, with whom he gets to spend more time.

A surprise award, bestowed by his college alma mater.

And many new changes in the CDI industry he continues to serve, including a new ethics paper and now a new physician query practice brief from ACDIS.

In short, it’s a great time to have back the former Executive Director of CDI at Wellstar Health System, and now newly minted CDI System Physician Advisor at MedStar Health. We’ll get into all these topics and more on today’s show, covering:

• New role: Who is MedStar Health and Faisal does as CDI System Physician Advisor. And why the major change?

• New focus: Moving out of CDI operations and into creative projects and technology expansion. Faisal’s work bridging rev cycle, UM/UR, risk management/medical legal, denials and lawsuits--recruiting different leaders across all service lines to standardize and make effective documentation workflows.

• Working in CDI/coding/healthcare in the utterly unique state of Maryland ... what’s going on there and why is every regulation “except Maryland”?

• What might hospitals be under-leveraging in the physician advisor role?

• New ACDIS papers Safeguarding Ethical Documentation Practices in Querying, Peer-to-Peer Discussion, and Technological Initiatives and the new physician query practice brief—his work and analysis

• Surprise recipient of the 2026 Outstanding Alumnus Award from The University of TN Health Science Center

• Being a father of neurodivergent daughters, whom he now gets to spend more time with. What has he learned from them. Special praise for Tami Gomez and her work starting a Neurodivergent Coding Internship Program.

• Finally setting the record straight on “Baby Shark” and putting me, the host, in his place...