

Clinical Documentation Integrity 2023
Who Is Successfully Partnering with Customers to Drive Efficiency and Outcomes?
For many healthcare organizations, the need to improve clinician satisfaction and effectiveness is top of mind. To help with that goal, those using clinical documentation integrity (CDI) solutions are looking to their vendor partners for innovation to aid in increased documentation efficiencies. This report provides a look at the performance of CDI vendors, focusing on key elements that drive customer satisfaction such as vendor relationships, driven outcomes, and reporting capabilities.
Nuance & Iodine Software Driving Outcomes; Integration Issues Reduce Efficiencies for 3M MModal and Optum Customers
Nuance stands out to customers (mostly smaller organizations) for the outcomes driven by the analytics package and for the system’s deep insights and visibility into data and performance. Customers report timely problem resolution, noting that Nuance proactively reaches out to update them on known issues. Respondents feel that the analytics platform’s complexity sometimes makes it difficult to use. For Iodine Software, customers say the machine learning and AI capabilities drive consistent product improvements and lead to increased charge capture and billing. 3M offers two CDI products measured in this report—MModal CDI Collaborate and 360 Encompass CDI. Customers, especially those of 360 Encompass CDI, tend to be large organizations. 3M is widely praised by respondents for 3M MModal CDI Collaborate’s AI and NLP capabilities, though they note sometimes having to manually input data due to integration issues with external systems (e.g., an external EMR). 3M 360 Encompass CDI customers stay because of 3M’s robust ecosystem and CDI offerings, citing that lately 3M has done a much better job of explaining product features that could be utilized to improve efficiency. However, respondents often experience buggy upgrades, leading to system downtime. Optum respondents appreciate the consistent functionality across CDI/CAC products that simplify workflows for end users. However, over half of interviewed customers report EMR integration issues, and a third mention poor prioritization—both of which lead to more manual processes.
Early Findings Show that CDI Solutions Are Improving Physician Satisfaction
Recently, KLAS began asking respondents across all CDI vendors whether their solution improves physician satisfaction. Over half of respondents feel their solution has had a positive impact on physician satisfaction, with noted benefits that include accurate chart prioritization and seamless CAC/CDI integration, leading to more efficient documentation. When done accurately, physician queries and chart prioritization are valued components of a CDI solution. Satisfaction is tempered, however, when physicians don’t feel the solution fits well into their workflow. Moving forward, to ensure continued customer satisfaction, it will be crucial for CDI vendors to innovate and continually listen to customers to help inform the direction of upgrades.
Strong Relationships Drive Iodine Software’s Customer Success; 3M Customers Report Improvements with Account Managers
Iodine Software first offered a prioritization tool and then expanded it into a full suite product a few years ago. Often referring to Iodine as a partner, customers feel the vendor cares about their success and note Iodine’s ability to build and maintain strong customer relationships. AGS Health’s small customer base was acquired from EZDI in 2021. The limited number of interviewed customers praise their account managers’ attentiveness and quick responses to any concerns. Respondents also appreciate AGS Health’s drive to modify the system based on customer requests. Dolbey customers are pleased with how the vendor works to provide immediate feedback, resolve issues, and consistently take customer suggestions to improve the product. End users note Fusion CDI is easy to use and requires minimal training. For 3M, relationships are not generally seen as a strength, though many customers highlight significant improvements as their account managers have worked to reach out more proactively, push through needed changes, and provide higher levels of strategic guidance. However, customers feel their account managers are limited in the amount of change they can effect, so problem resolution remains an outstanding issue. Optum customers widely report being satisfied with their account representatives’ ability to solve problems and provide continual training. However, issues with timely problem resolution persist; respondents note slow resolution for open tickets as well as slow response times for support requests.
Reporting Is a Key Pain Point among CDI Users; Nuance’s and Iodine Software’s Reporting Above Average
Poor reporting is a common complaint of CDI users—64% of respondents express frustration with the reporting capabilities of their CDI solution. When reporting feels insufficient, users are less likely to feel their solution has the functionality necessary for success. Nuance customers rate the accuracy of the reporting high and feel they have flexibility in creating reports and displaying data. Users would like Nuance to fill the gaps that exist around reporting for more niche data. Customers feel that Iodine Software’s current reporting functionality is strong but limited in scope; respondents would like Iodine to expand the reporting capability into broader use cases, such as forecasting. Reporting has been an ongoing pain point for Dolbey customers, mostly resulting from inaccurate data. Though respondents note Dolbey is aware of and working to resolve the reporting issues, they would like to see more proactivity from the vendor. Organizations using 3M 360 Encompass CDI also feel that reporting is their biggest problem, with particular issues around financial reporting. A few have had to bring in additional vendors to get the reporting they need out of the system.
About This Report
Each year, KLAS interviews thousands of healthcare professionals about the IT solutions and services their organizations use. For this report, interviews were conducted from April 2022 to April 2023 using KLAS’ standard quantitative evaluation for healthcare software, which is composed of 16 numeric ratings questions and 4 yes/no questions, all weighted equally. Combined, the ratings for these questions make up the overall performance score, which is measured on a 100-point scale. The questions are organized into six customer experience pillars—culture, loyalty, operations, product, relationship, and value.
To supplement the customer satisfaction data gathered with the standard evaluation, KLAS also asked customers the following questions specific to CDI:
- Rate the vendor’s prioritization of chart reviews/documentation on a scale of 1-9.
- How would you rate your vendor’s reporting capability around CDS productivity/collaboration and CMI?
- How would you rate the impact of your CDI solution on physician satisfaction?
Sample Sizes
Unless otherwise noted, sample sizes displayed throughout this report (e.g., n=16) represent the total number of unique customer organizations interviewed for a given vendor or solution. However, it should be noted that to allow for the representation of differing perspectives within any one customer organization, samples may include surveys from different individuals at the same organization. The following table shows the total number of unique organizations interviewed for each vendor or solution as well as the total number of individual respondents.
Some respondents choose not to answer particular questions, meaning the sample size for any given vendor or solution can change from question to question. When the number of unique organization responses for a particular question is less than 15, the score for that question is marked with an asterisk (*) or otherwise designated as “limited data.” If the sample size is less than 6, no score is shown. Note that when a vendor has a low number of reporting sites, the possibility exists for KLAS scores to change significantly as new surveys are collected.

Writer
Carlisa Cramer

Designer
Jessica Bonnett
This material is copyrighted. Any organization gaining unauthorized access to this report will be liable to compensate KLAS for the full retail price. Please see the KLAS DATA USE POLICY for information regarding use of this report. © 2025 KLAS Research, LLC. All Rights Reserved. NOTE: Performance scores may change significantly when including newly interviewed provider organizations, especially when added to a smaller sample size like in emerging markets with a small number of live clients. The findings presented are not meant to be conclusive data for an entire client base.