Intellis Announces Patient Identity Management Partnership

Intellis Announces Patient Identity Management Partnership

Partnership supports highly accurate patient matching and patient record management for providers as they implement new EHR platforms

At Intellis, we’re trusted industry experts offering customized and flexible revenue cycle management services for hospitals and health systems. We’re proud to enhance our efforts with a new partner. We’re teaming with Verato a leading provider of cloud-based identity resolution services. Together we’re enabling customers to leverage integrated technology and services. This ensures accurate matching of patient medical and financial records with the right patient.

Behind the numbers

A Pew Trust research analysis found that when healthcare organizations do not have the right capabilities in place for patient matching, the resulting errors have a significant impact on patient safety and healthcare costs:

  • One in five hospital chief information officers links an instance of patient harm to a mismatch in patient records.
  • Up to half of patient records are not accurately matched during transfers from one facility to another, such as from a rural hospital to an urban facility.
  • Up to one in five patient records within the same health system are not accurately matched with patients.

Sometimes, these errors are due to typos made while inputting patient information during registration. Also, patient information changes, data formatting issues, and insurance fraud are culprits. Mismatched records are expensive to fix: One hospital spent $96 per patient record to resolve duplicate records in its system.

President’s perspective

“The partnership between Intellis and Verato increases efficiency in EHR consolidation. Also, it aids clinicians at the point of care when the ability to access the right information quickly is critical to providing trusted care,” says Dan Cooke, President, Intellis. “We’re pleased to partner with Verato in providing state-of-the-art solutions for seamless integration and migration of EHRs. Our joint “services plus solutions” approach protects the integrity of patient data as well as patient safety.”

FREE COVID-19 Webinars Approved for AHIMA CEUs

Our COVID-19 coding and CDI education and training webinars are AHIMA-Approved for CEUs. We are constantly focused on COVID-19 coding and CDI, and we’re quick to recognize and share critical changes as they become available. Our FREE education and training webinars are led by the Intellis IQ team of subject matter experts. The information presented is based on trusted healthcare sources including the American Health Information Management Association (AHIMA), the American Medical Association (AMA), the Centers for Disease Control and Prevention (CDC), and the Centers for Medicare & Medicaid Services (CMS). The education presented is monitored continuously to reflect the most current healthcare and industry updates.

Schedule your FREE live webinars today!

Email our Intellis IQ Team

For information call: 484.264.1609

Each webinar includes a 1-hour education session presented by the Intellis IQ team of industry experts. Download the webinar overview or view below.

Steinhage Joins Intellis IQ Team

David brings 13 years of HIM experience in Outpatient Auditing and Coding to the Intellis IQ Team. Prior to joining Intellis, David served as an Outpatient Coding Quality Coordinator and Auditing Specialist for a large healthcare consulting company balancing the responsibilities of internal auditing and external audits and education for clients.

David’s proven track record of success in teaching is instrumental in performing new client onboarding and problem-focused audits. His passion and commitment to the HIM field are evident by his professional and academic accomplishments and RHIT and CCS credentials.

David’s drive for process improvement and mobilizing teams ensures that large scale projects or unique engagements are positioned with the support and resources necessary for success. Past projects include implementing transitions to EHR systems, charge mapping between departments, Trauma Level I coding management, revision of capture protocols for nursing and various ancillary services, development of functional Facility E&M models, along with robotic & computer-assisted orthopedic specialty billing solutions. David’s avid sense for guidelines interpretation and application to real-world client engagements. This activity has prompted clinical documentation improvement leading to organizational compliance and a reduction in denials.

Coders, CDI Specialists, and Health Organizations Benefit from FREE COVID-19 Resources and Webinars

COVID-19 has struck with stunning ferocity causing uncertainty across the healthcare landscape. Beyond patient care and staff safety demands, the crisis has evoked unprecedented health information challenges to medical coding and billing and clinical documentation integrity (CDI). Intellis’ immediate action continues to set the pace by providing three avenues for information and education from trusted healthcare sources and Intellis subject matter experts (SME). To date, nearly 1000 medical coders, HIM leaders, and CDI specialists along with 18 health organizations have benefited from Intellis’ commitment to sharing FREE COVID-19 educational resources.

One Site for Information

As the HIM industry grapples to respond and provide clear direction, ambiguity reverberated as national health organizations release evolving updates. Intellis CEO David Van Doren said, “At the outset, we recognized the huge impact of COVID-19 on health information management (HIM). With our distributed workforce, we were instantly positioned to assist providers. Further, we created our IQ Crisis Team to consolidate and share HIM information.” On the Intellis website (, the team developed a single source where HIM professionals can obtain current COVID-19 directives and latest news from AHIMA, AMA, CDC, and CMS ( Each day, the website is updated as information becomes available. Also, Intellis prepared — and continually updates — Coding Tipsheets and FAQs. The Intellis IQ COVID-19 page has been visited nearly 2,500 times and the Tipsheets referenced over 1,700 times.

One Source for Online Training

To assist in disseminating timely HIM information, Intellis opened the IQ Center, the company’s education portal, to offer several FREE courses to ALL industry professionals. Intellis’ industry-recognized SMEs VP Education & Training Kim Felix, RHIA, CCS, VP of Clinical and Quality Services Allison Van Doren, RN BSN CCDS CDIP CRC, and Director of Education Jeanie Heck, BBA, CCS, CPC, CRC present coding- and CDI-related updates based on AHIMA and CMS information (

One Team for COVID-19 Education

As the health crisis evolves, Intellis experts presented COVID-19 coding and CDI webinars based on AHIMA and CMS information to 18 health organizations. The one-hour sessions focused on ICD-10-CM, MS-DRG, and IP CDI updates for inpatient settings, and ICD-10-CM, CPT/HCPCS/Telemedicine, and OP CDI updates for outpatient settings. Each presentation was followed by a Q&A session. CoxHealth IP Coding Supervisor, Health Information Management Dianne Pierce, RHIT, said, “I would like to thank the Intellis educators for providing thorough, updated coding and clinical advice concerning the evolving COVID-19 pandemic. We had all of our IP and OP auditors and CDI Leadership attend at least one session and have included information we received in our policy which our coders are currently using.” Beth Israel Deaconess Medical Center (BIDMC), Director of Coding and Validation Susan B. Cohen, RHIA CDIP CCS, wrote, “Thank you so much for offering these webinars. They are so well done, and the staff really appreciate learning. Keep them coming!”

As the crisis continues, Intellis is committed to education sharing and contributing to the HIM knowledge-base. The COVID-19 online resource page, IQ Center courses, and webinars will continue to be updated as information evolves. Dates and times for updated webinars will be announced soon. Please contact for additional information.

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About Intellis

At Intellis, our team shares a deep-rooted passion for innovation, education, and a drive to solve complex HIM challenges. With experience, best practices, and agility, we combine advisory services with flexible end-to-end solutions to address revenue cycle management and data quality issues. Our expertise improves outcomes for both providers and patients. The Intellis IQ Suite includes revenue cycle management, health information management, clinical documentation integrity (CDI), health information technology, and education and training solutions. For more information, visit


Media Contact: 

Cassidy Communications, Inc. for Intellis
Kelly C. Vanek: 610.217.5011

Intellis IQ COVID-19 Information and Resources

Our COVID-19 resources and information page is here to keep you updated on the evolving pandemic. It includes information from public health organizations, HIM organizations, and our subject matter experts intended to share HIM best practices. For education presentations and resources regarding COVID-19, please visit the Intellis IQ Center, our HIM education portal.


COVID-19: Factual Clinical & Coding Information

The data provided below is accurate as of March 11, 2020, and is subject to change. 

While the globe is abuzz with concerns related to COVID-19, now is an important time to get up to speed on the facts of COVID-19 and how to code the condition. The facts listed below are based solely on the Center for Disease Control’s (CDC’s) Coronavirus Disease 2019 website and the CDC’s ICD-10-CM Official Coding Guidelines – Supplement regarding Coding encounters related to COVID-19 Coronavirus Outbreak, Effective: February 20, 2020. All referenced material can be found on those sites by following the links provided below. Additional information can be found on the Intellis IQ Center, our HIM education portal.

The Clinical Facts

Coronaviruses impact humans, other mammals, and birds. They are identified in the lab based on the spike-like protrusions on the surface of the virus. In humans, this family of viruses manifests as respiratory tract infections while the symptoms present differently in other species. In humans, we have seen several other coronaviruses impact the globe, including SARS (sudden acute respiratory syndrome) and MERS (Middle East Respiratory Syndrome). COVID-19 is a new or “novel” strain which means that what we know and understand about this virus is ever-changing as testing increases and research paints a clearer picture of transmission and at-risk populations. Currently, we know that the presenting symptoms of COVID-19 consist of fever, cough, and shortness of breath. Quarantines are typically 14 days because the virus itself takes anywhere between 2-14 days to show symptoms.

Medicine’s current understanding of transmission is that, like most viruses, COVID-19 spreads through close contact and droplet exposure. Close contact is defined by the Center for Disease Control (CDC) as within 6 feet. Since you cannot often visualize your exposure to droplets, following strict precautionary activities is essential to protect yourself and your family from the spread of the virus. According to the CDC, “COVID-19 seems to be spreading easily and sustainably in the community.” 

Prevention consists of:

  • Frequent handwashing for a minimum of 20 seconds or use of a hand sanitizer solution with a minimum of 60% ethyl alcohol.  
  • Cleaning frequently touched surfaces (tables, office or kitchen chairs, light switches) or items (keyboards, pens) with CDC-recommended chemicals or make your own virus-fighting solutions of 4 teaspoons household bleach with 1 quart of water.
  • Avoiding people and pets when you have any symptoms of any infection. There is no current evidence to suggest that animals can spread COVID-19 but infected persons should limit interactions until more research is available. 
  • Cover your mouth and nose when you sneeze…even if you feel sure it’s “just allergies.”  
  • For the sake of completeness, it’s important to reiterate, wash your hands for a minimum of 20 seconds with soap and dry completely. 

The CDC does not recommend the use of facemasks to prevent the spread of COVID-19. Facemasks should be utilized under the direction of a healthcare provider for those with the virus, healthcare workers, and caregivers in close proximity to an infected patient. 

Not everyone who contracts COVID-19 will show extreme symptoms. This virus can produce a range of symptoms from very mild to severe and life-threatening. Those at higher risk of severe illness include the elderly and those with serious chronic medical conditions. If you experience symptoms of COVID-19, contact your healthcare provider to advise whether you should present for evaluation or remain at home. 

As of March 10, 2020, the CDC has released that the U.S. has 647 total cases of COVID-19 with 25 deaths. Individuals can stay updated on current rates by visiting where rates are updated daily at noon Monday through Friday. As of late February, state public health labs have begun performing the bulk of the COVID-19 testing. This was previously done exclusively by the CDC. 

Coding COVID-19

Since coronaviruses have existed in other iterations, ICD-10-CM was prepared with a code for “other coronavirus as the cause of diseases classified elsewhere” (B97.29). The CDC guidance provided on February 20, 2020, recommends that the coder first code the disease complication caused by COVID-19 (examples in their advice include conditions such as pneumonia or acute bronchitis) followed by the code for the virus. Much like coding of other specific viruses (Zika, H1N1, or HIV), the CDC guidance specifies, “if the provider documents ‘suspected’, ‘possible’ or ‘probable’ COVID-19, do not assign code B97.29. Assign a code(s) explaining the reason for encounter (such as fever, or Z20.828)” (Retrieved from Codes are also advised by the CDC for possible or confirmed exposure to COVID-19.

The CDC responded promptly regarding appropriate coding of the virus which may reinforce the value of accurately reporting clinical data. Currently, tracking of this virus by the CDC has been based on the confirmation of laboratory testing at U.S. public health labs.   


Coronavirus Disease 2019 (COVID-19). Retrieved on March 10, 2020, from

ICD-10-CM Official Coding Guidelines- Supplement. “Coding Encounters related to COVID-19 Coronavirus Outbreak, Effective February 20, 2020.” Retrieved on March 10, 2020, from

Query Compliance Power Hour Now Available

Consider these questions about your team’s query compliance practices:

  • Are you aware that the Office of Inspector General (OIG) is concerned with, and monitoring for, inappropriate query practice?
  • Is your health system adhering to AHIMA’s Guidelines for Maintaining a Compliant
    Query Practice?
  • Could use of templates be interfering with your ability to maintain an appropriate
    query practice?
  • How can you monitor and maintain a highly compliant query process?

An Intellis Query Compliance Power Hour will help ensure your health system is on the right track. A Power Hour is an informative session taught by experienced presenters to address specific health information management concerns, provide up-to-date information for industry professionals, and promote best practices.

This Power Hour, focusing on appropriate query practice and compliance, is presented by Intellis Vice President of Clinical and Quality Services Allison Van Doren, RN BSN CCDS CDIP CRC.

HCC Power Hour

The Intellis IQ team of experts is ready to join your staff for an information-packed Power Hour. We dive deep into the subject matter and offer concise informational programs and presentations on a variety of timely topics tailored to select audiences and desired results.

The Intellis IQ HCC Power Hour is a comprehensive session taught by experienced presenters to address Hierarchical Condition Categories (HCC). The purpose of HCC is to enable better health management along with accurate reimbursement. To achieve the goals, coding specialists need to stay up-to-date and informed on HCC best practices. Intellis offers expert instruction with qualified presenters:

Kim Felix RHIA, CCS — Vice President of Education
Jeanie Heck BBA, CCS, CPC, CRC — Director of Education.

For more information or to schedule a “POWER HOUR” for your team, please contact Intellis President Dan Cooke.

Intellis IQ: “CDI: The Pros and Cons of Working Remotely”

For our Intellis IQ podcast, CDI Specialist Paige Lowe RN, BSN, CCDS, CRC joins host Allison Van Doren, RN BSN CCDS CDIP CRC Vice President of Clinical and Quality Services. Together they discuss “What’s Best for CDI? The Pros and Cons of Working Remotely.” Using global research and real-life experience the pair presents the whole story from the onsite and remote work settings.

Listen and subscribe to the Intellis IQ Podcast at

For more information, please download our white paper: “A Case for Remote CDI”


What Really Works for OP-CDI? Here’s Your Chance to Find Out

The ACDIS Symposium: Outpatient CDI conference is the only event dedicated to clinical documentation integrity (CDI) in the outpatient setting. The conference features innovative and informative sessions and speakers you can’t find anywhere else. If you need to know what works for OP-CDI, the Intellis Team will be at the heart of the event. So join us— booth 106.

Gain insight and best practices Intellis’ industry-recognized OP-CDI team

Meet VP of Clinical & Quality Services Allison Van Doren RN BSN CCDS CDIP CRC. Allison leads our clinical and quality team and is recognized industry-wide as an OP-CDI expert. Along with Allison meet VP of HIM Operations, Kristy Evans RHIT, CCS, CPC; CEO David Van Doren, RHIA, CCS, RAC-CT; and VP of Client Development Ryan Huxtable.

The conference features two days of education and networking dedicated to clinical documentation improvement (CDI) in the outpatient setting. Conference tracks address how to get started in the ambulatory setting, query techniques and nuances, metrics and analytics, staff training, and demonstrating ROI.

Our Team is looking forward to seeing you and helping you discover what’s best for OP-CDI. Join us at booth 106, November 14th and 15th at the Hyatt Regency in Austin, TX.

Get Conference details.

Intellis Experts Share Insight on Stigmatizing Language in Medical Records

Should organizations address stigmatizing language in medical records? 

That is the question posed by Lisa A. Eramo, MA in her article “Choose Your Words Carefully” in a recent edition of For The Record. “Words matter. It’s not only what you write but also how you write it that affects others. This is true in a variety of settings, and health care is certainly no exception. In fact, a recent study conducted by researchers at Johns Hopkins University School of Medicine (Journal of General Internal Medicine, May 2018found that the words providers document in patients’ medical records affect how other clinicians perceive and ultimately care for those patients—and not necessarily for the better.

‘I think sometimes we consider the medical record as a collection of objectively recorded data and plans, but when you step back, it becomes clear that you can really shape the narrative about a patient in very different ways, both implicitly and explicitly,” says Anna Goddu, MD, lead author and a medical student at Johns Hopkins University.’ ”

For real-world insight into how word usage and stigmatizing language in patient health records affect provider perception, Eramo tapped Intellis HCC experts Kim Felix, RHIA, CCS, vice president of education and training and Jeanie Heck, CCS, CPC, CRC, director of education. Kim addressed examples of stigmatizing language. Further, she supported creating an atmosphere where CDI specialist feel safe flagging stigmatizing language and alerting risk management or quality assurance. Jeanie addressed the need to maintain professionalism and emphasized mandatory education to ensure less experienced staff understand the importance of appropriate language.

The full article is available in For the Record.


Clinical Data Abstraction Services

At Intellis, we’re HIM industry leaders for EHR conversion and clinical data abstraction, and we’ve successfully converted more than two million records.

Comprised of highly trained, experienced abstractors, the Intellis team assists organizations in smooth transitions from paper charts and legacy systems to targeted EHRs. Our skilled professionals abstract physician practice and clinic records from multiple sources and then input data according to practice-specified key clinical data elements including medication lists, problem lists, progress notes, immunizations, allergies, and surgical, family, and social histories. Our process provides a complete “source of truth” for the patient in the EHR system and is completed before the patient’s next visit.

The Intellis Advantage

  • A Lean Approach Reducing Waste and Waits
  • Stronger Data Quality Integrity
  • Increased Support for Health System initiatives
  • Smoother migration and EHR adoption
  • Increased Physician and Clinical care staff satisfaction
  • Enhanced revenue cycle management

To find out more, contact the Sales Team.