What you'll accomplish
By the end of this guide, you'll have a persistent Claude Project loaded with your key CDI reference materials — AHIMA query guidelines, ICD-10 coding guidance, and your facility's CDI policies. Every conversation you start in this project will automatically have access to all these documents, so you can ask "What does AHIMA say about clinical validation denials?" and get an answer grounded in the actual guideline text, not general AI knowledge.
What you'll need
- {{tool:Claude.plan}} subscription ({{tool:Claude.price}}) — Projects is a paid feature
- Key CDI reference documents (PDFs or text files) — suggestions below
- Time needed: 60–90 minutes to set up; then 2–5 minutes per query session
- Cost: {{tool:Claude.price}} per month for {{tool:Claude.plan}}
Documents to gather (all non-PHI, publicly available or facility documents):
- AHIMA Physician Query Compliance Guidelines (2019) — available from ahima.org
- Your facility's CDI physician query policy
- ICD-10-CM Official Guidelines for Coding and Reporting (current year) — free from CMS.gov
- ACDIS CDI program standards reference
- Your facility's most common DRG targets and CC/MCC capture opportunities (create a simple Word doc with this list)
How-To Guide: Build a CDI Knowledge Base with Claude Projects
Step 1: Sign in to Claude and navigate to Projects
Go to {{tool:Claude.url}} and sign in. In the left sidebar, click Projects. You should see a "New Project" button.
What you should see: A Projects section in the left sidebar, either with existing projects or a prompt to create your first one.