LORI RAE PETERMANN
West Bend
Summary
Clinical Documentation Integrity (CDI) professional and Registered Nurse with more than 25 years of healthcare experience, including 8 years specializing in Clinical Documentation Integrity. Expertise in retrospective and concurrent chart review, compliant query development, clinical documentation improvement, quality initiatives, and regulatory compliance. Served as a key member of a CDI program implementation team, contributing to program development, workflow design, process creation, and continuous improvement initiatives. Experienced in educating CDI specialists, physicians, and interdisciplinary teams on documentation best practices and quality standards. Proven ability to collaborate with providers, coding professionals, CDI teams, and operational leaders to improve documentation accuracy, quality outcomes, severity capture, reimbursement integrity, and organizational performance.
Overview
2027
2027
years of professional experience
Work History
Clinical Documentation Specialist Team Lead
ACUITY
01.2023 - Current
- Lead Clinical Documentation Integrity initiatives focused on improving documentation quality, clinical specificity, and regulatory compliance.
- Conduct retrospective inpatient chart reviews for multiple hospitals and specialties to identify opportunities impacting Severity of Illness (SOI), Risk of Mortality (ROM), reimbursement, and quality reporting.
- Develop and issue compliant physician queries according to industry standards and organizational guidelines.
- Serve as a CDI subject matter expert for providers, coding professionals, and CDI team members.
- Collaborate with physicians and coding teams to support documentation improvement efforts.
- Assist with onboarding, mentoring, and development of CDI staff.
- Participate in workflow optimization, performance monitoring, and process improvement initiatives.
Clinical Documentation Specialist / Query Writer
ADVOCATE AURORA HEALTH / AURORA HEALTH CARE
2018 - 01.2023
- Performed concurrent inpatient chart reviews to ensure complete and accurate clinical documentation.
- Contributed to documentation improvement efforts impacting quality measures, patient safety indicators, risk adjustment, and reimbursement.
- Reviewed clinical documentation for accuracy and completeness in compliance with regulatory standards
- Collaborated with healthcare providers to clarify discrepancies in medical records and improve documentation quality.
- Developed compliant physician queries supporting diagnostic specificity and clinical validation.
- Partnered with physicians and advanced practice providers to improve documentation quality and capture patient acuity.
- Participated in CDI program implementation and development initiatives.
- Created and delivered CDI education programs for providers and clinical staff.
Manager – Ambulatory Clinics
ADVOCATE AURORA HEALTH / AURORA HEALTH CARE
2010 - 2018
- Directed operations of multi-specialty ambulatory clinics.
- Provided staff leadership, coaching, performance management, and operational oversight.
- Led team in achieving operational goals through effective workflow management.
- Coordinated cross-departmental projects, ensuring alignment with organizational objectives.
- Developed and implemented process improvements to enhance productivity and efficiency.
- Managed patient experience initiatives.
Quality Improvement Specialist
ADVOCATE AURORA HEALTH / AURORA HEALTH CARE
2008 - 2010
- Analyzed quality metrics to identify areas for improvement in processes and procedures.
- Collaborated with cross-functional teams to implement best practices in quality assurance protocols.
- Led quality improvement program initiatives and workflow redesign projects.
- Collaborated with providers to improve clinical quality outcomes.
- Educated clinical staff on quality metrics, compliance standards, and performance improvement strategies.
Staff Registered Nurse – Ambulatory Surgery / GI Services
ADVOCATE AURORA HEALTH / AURORA HEALTH CARE
1999 - 2008
- Provided pre-operative, post-anesthesia, conscious sedation, triage, and IV therapy nursing care.
- Administered medications and monitored patient responses to ensure safety and effectiveness.
- Collaborated with interdisciplinary teams to develop and implement individualized care plans.
- Supported surgical and GI procedural services while maintaining high standards of patient safety and quality care.
- Led quality improvement initiatives that enhanced patient satisfaction and reduced adverse events.
- Additional Clinical Experience
- Registered Nurse – Ambulatory Surgery
- GI and Conscious Sedation Nurse
- Pre-Admission Screening Nurse
- IV Team Nurse
- ICU Support Nurse, including during COVID-19 Response
Education
Bachelor of Science in Nursing - Psychology
Alverno College
Milwaukee, Wisconsin01-1997
Skills
- Clinical Documentation Integrity (CDI)
- Concurrent and Retrospective Chart Review
- Documentation Improvement
- Severity of Illness (SOI)
- Risk of Mortality (ROM)
- Risk Adjustment
- Regulatory Compliance
- CMS Guidelines
- Physician Query Development
- Leadership & Operations
- Staff Development
- Clinical Education
- Process Improvement
- Change Management
- Quality Improvement
- Interdisciplinary Collaboration
- Electronic Medical Records and Clinical Documentation Systems
- Data Analysis & Reporting
- Microsoft Office Suite
ADDITIONAL HIGHLIGHTS
- CDI Program Implementation Team Member
- Provider Documentation Education
- Physician Query Development and Review
- Epic Super User and Clinical Educator
- Quality Improvement and Process Optimization
- Clinical Staff Orientation Program Development
- AHA ACLS and BLS Instructor
Timeline
Clinical Documentation Specialist Team Lead
ACUITY
01.2023 - Current
Clinical Documentation Specialist / Query Writer
ADVOCATE AURORA HEALTH / AURORA HEALTH CARE
2018 - 01.2023
Manager – Ambulatory Clinics
ADVOCATE AURORA HEALTH / AURORA HEALTH CARE
2010 - 2018
Quality Improvement Specialist
ADVOCATE AURORA HEALTH / AURORA HEALTH CARE
2008 - 2010
Staff Registered Nurse – Ambulatory Surgery / GI Services
ADVOCATE AURORA HEALTH / AURORA HEALTH CARE
1999 - 2008
Bachelor of Science in Nursing - Psychology
Alverno College