CDI Optimization Specialist

Sage Clinical RCM, LLC; Saint Petersburg (FL); On-site; USD 110,000 - 140,000; Full time

Job summary

Sage Clinical RCM, LLC seeks a CDI Optimization Specialist to lead workforce and regional operations for a large enterprise CDI transformation. You will convert facility data into practical staffing models, define productive standards and sustainable regional routines.

You will inventory staffing, analyze volumes and backlog, build demand-based staffing scenarios, redesign review sequencing, implement productivity scorecards and train managers to use the tools.

Qualifications

• Active RN license or another relevant clinical license.
• At least three years of clinical documentation integrity experience.
• CCDS, CDIP or CCS credential.
• Demonstrated skill in Excel analysis, CDI workqueue interpretation and workflow improvement.
• Ability to explain staffing assumptions clearly and coach operational leaders through change.

Responsibilities

• Inventory staffing, schedules, vacancies and work distribution across CDI teams.
• Analyze review volumes, productivity, coverage and backlog; set targets.
• Build demand-based staffing models and regional load-balancing scenarios.
• Redesign review sequencing and prioritization with clinical/workflow teams.
• Implement productivity scorecards and escalation routines; train managers.

Skills

Excel analysis

CDI workflow improvement

Staffing forecasting

Communication with leadership

Education

RN license or clinical license

CCDS/CDIP/CCS credential

Tools

Epic reporting

Job description

Description

Sage Clinical RCM is seeking a CDI Optimization Specialist to lead the workforce, productivity and regional operations workstream for a large enterprise CDI transformation. This role will convert facility-level demand and performance data into a practical staffing model, consistent productivity expectations and sustainable regional operating routines.

This initial assignment supports a planned October 15, 2026 through October 14, 2028 engagement, with core implementation targeted by Month 18 and transition and sustainability work continuing through Month 24. Project allocation will vary by phase, and the successful candidate may support related Sage client work as capacity allows.

What you will do

• Inventory staffing, schedules, vacancies, organizational structure and work distribution across corporate, regional and local CDI teams.


• Analyze initial and subsequent review volumes, productivity, coverage, backlog and case complexity; reconcile variation before recommending targets.


• Build demand-based staffing models and coverage scenarios that identify duplication, avoidable handoffs and opportunities for regional load balancing.


• Redesign review sequencing and prioritization in partnership with the clinical and workflow specialists.


• Implement approved productivity scorecards, coaching thresholds and escalation routines, and train managers to use the tools consistently.


• Support regional coverage changes while monitoring physician query burden and downstream effects on coding and pre-bill teams.


• Maintain evidence supporting executive staffing decisions and recommend corrective action when quality, coverage or workload stability is at risk.

Requirements

Required qualifications

• Active RN license or another relevant clinical license.


• At least three years of clinical documentation integrity experience.


• CCDS, CDIP or CCS credential.


• Demonstrated skill in Excel analysis, CDI workqueue interpretation and workflow improvement.


• Ability to explain staffing assumptions clearly and coach operational leaders through change.

Preferred Qualifications

• Multi-facility CDI management experience.


• Epic reporting or workflow experience.