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Utilization Management and Clinical Documentation

Now Available

Document with improved accuracy and quality with SHM's Utilization Management and Clinical Documentation for Hospitalists.


Accurate clinical documentation has never been more crucial. Hospitalists face a full spectrum of medical conditions in their career. Regardless of a provider's level of experience, the addition of new standards and policies, in both number and complexity, calls for continued education. 

SHM's Utilization Management and Clinical Documentation for Hospitalists addresses these needs by walking you through common diagnoses in hospital medicine to illustrate clinical documentation and status determinations using the standard of medical necessity. The program was written by a hospitalist and a physician advisor to help hospitalists document with improved accuracy and quality.  


Program Features

Utilization Management and Clinical Documentation for Hospitalists is an interactive educational series with two modules. Short session lengths allow for participants to navigate the course at their own pace, while knowledge checks and a post-module quiz reinforce learning and increase retention between sessions. 

Module 1: The Basics
What every hospitalist should know about utilization management and clinical documentation.
  • Part I: Utilization Management Basics
  • Part II: Medical Necessity and Clinical Documentation Basics
Module 2: Case Study Discussions
Applying fundamental concepts to common diagnoses in hospital medicine.
  • Session 1: Pulmonary & Infectious Disease
  • Session 2: Gastrointestinal & Renal
  • Session 3: Cardiology
  • Session 4: Neurology
  • Session 5: COVID
  • Session 6: Post-op Hip Fracture

SHM designates this enduring material for a maximum of 7 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Successful completion of this CME activity, which includes participation in the evaluation component, enables the participant to earn up to 7 MOC points in the American Board of Internal Medicine's (ABIM) Maintenance of Certification (MOC) program. Participants will earn MOC points equivalent to the amount of CME credits claimed for the activity. It is the CME activity provider's responsibility to submit participant completion information to ACCME for the purpose of granting ABIM MOC credit.

The Society of Hospital Medicine is accredited by the Accreditation Council for Continuing Medical Education(ACCME) to provide continuing medical education for physicians. 

Learning Objectives 

icons8-reading-filled-100.png Identify

Identify principles of clinical documentation and patient status classifications learned and integrate them through clinical vignettes to evaluate the appropriate level of provider coding for daily visits.

icons8-reading-filled-100.png Recognize 

Recognize how improved clinical documentation can impact quality metrics both for the hospital and individual provider and affect appropriate reimbursement to reflect care rendered.


icons8-reading-filled-100.png Compare

Compare different patient status classifications and appreciate how this status can affect quality outcomes and cost burden to both patients and the hospital.



Whether you are a beginner or an experienced practitioner, this program is for you. Frontline hospitalists, practice administrators, and residents/fellows will find the program useful for understanding how payors audit their notes, knowing common pitfalls to avoid and ensuring reimbursement is at the appropriate level for provided services. This series is ideal for Practice Leaders looking for a training series for their group, or the individual hospitalist who wants to brush up on his or her documentation skills.


With Utilization Management and Clinical Documentation for Hospitalists, hospitalists will gain knowledge and expertise in UM and CDI and be able to provide value to their institutions and, ultimately, improve patient care.


I plan to make this course a requirement for all newly hired hospitalists and NPs/PAs who are less than 2 years out from training. It covers multiple key documentation issues we encounter in our hospital system and helps new team members understand the key roles of UM, physician advisors, and the CDI team.

John Sparzo, MD, MBA

I went from residency to a primary care physician without any formal education on clinical documentation. This program was extremely helpful in preparing myself to switch to being a full-time hospitalist.

Michelle Breda, MD