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P4 – How to Build a CPE Tracer: Best Practices to Focus on Prevention, Detection, and Correction Using Misclassified Grievances

Learning Objectives:

  • Prevention: Apply prevention methods to avoid misclassified grievances, identify training needs, review of regulations, guidance and audit protocols, updating policies and procedures. 
  • Detection: Provide suggestions on how to add rigor to compliance staff oversight of call routing and classification of inquiries, grievances, organization determinations, coverage determinations 
  • Correction: Learn the critical questions to consider when building Corrective Action Plans. A template will be reviewed.


  • Michelle Larson, Senior Consultant, Cody Consulting Group 
  • Milly Koranteng, Sr. Director, Compliance and Vendor Oversight, Medica 
  • Hannah LaMere, Director, Special Projects, Cody Consulting Group, Inc. 


Feb 01 2021


11:15 am - 12:45 pm