Washington, D.C.

Nashville, TN


Building a Successful Retrospective Chart Review Program

  • April 27, 2017
  • 2:00 PM – 3:00 PM ET
  • Online

Health plans need appropriate processes and workflows in place to accurately capture and manage the health of their at-risk population. For government-sponsored plans, risk adjustment and quality management both may use a series of strategies to achieve their individual goals, retrospective chart reviews are among those strategies.

In the era of value-based care, a clear, easy to replicate methodology is required to run a successful Retrospective Chart Review program that addresses every component separately and as part of a larger strategy.

In this webinar, attendees will discover how to run a successful Retrospective Chart Review program, and how it can be properly leveraged as an asset to drive growth and advance the organization’s mission of keeping patients healthy. Risk-bearing entities who embrace a systemic approach for retrospective chart reviews will find an increased benefit when running these programs, including improving operational efficiency and reducing costs.

Webinar participants will learn:

  • How to optimize risk adjustment considering every element involved, including:
    • Ways to build a more sophisticated chase list
    • How to optimize medical chart retrieval efforts
    • Best coding best practices that you or your vendor should follow
    • Claims data validation: why is important
  • Learn about the components of a successful Retrospective Chart Review methodology and leave with recommendations for driving success in each area of the process
  • Uncover how to evaluate your current process and create a performance baseline for measuring success

Who should attend: Health Plans with lines of business that require HCC coding methodology for reimbursement. In particular, plans with Medicare Advantage or ACA Exchange members will benefit from attending. All risk adjustment professionals.


erik-simonsenErik Simonsen, Chief Operations Officer, Episource
Erik has over 10 years’ experience managing outsourced centers, and substantive backgrounds in investment banking and technology. At Episource, Erik is responsible for the delivery of onshore and offshore coding services, record retrieval, IT infrastructure, and compliance.

tim-buxtonTim Buxton, Director of Coding , Episource
Tim has been a certified coder (CPC, COC, CRC, CCS) for fifteen years and currently serves on the RISE HCC Coding Faculty Advisory Group. He possesses a Master’s degree in Business Administration with special emphasis on Healthcare Management and is a past chapter officer of the American Academy of Professional Coders (AAPC).