251 terms

Comprehensive Medical Assisting Ch 14, Kinn Chapter 14, Kinn's Chapter 14: paper medical record, Kinn's Chapter 14 Questions, Kinn's chapter 14: Paper Medical Record km

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Primary purpose of medical records
- provide a base for managing patient care
- provide interoffice/intraoffice communication
- determine patterns
- basis of legal info
- provode clinical data for research
Medical records are the property of
Those who create them
Info inside medical records belong to
The patient
Patients are allowed to ____ their medical records
- have access to
- ask for notes or info be added to
- request info not be added to
When is the best time to enter patient data
When the patient is in the room with you. This gives you the opportunity to explain the info being imputed so there is no room for error.
Before info is released from a patient's medical record you should
Notify the patient with a release of information form and receive written approval from patient.
Info inside a release of information form
- reason for release of information
- what info is specifically requested
It is important to become more ___ when documenting.
specific
It ensures that all patient date included in electronic record will help enhance the transition to EHR
George W. Bush pushed what plan
Health Information Technology Plan
Health Information Technology Plan
goal was for most Americans to have electronic records by 2014
US Senate and House of Representatives introduced what piece of legislation in 2007
require electronic prescribing (e-prescribing) of medicine for Medicare no later than 2011
Where are EMR widely used
- large medical clinics
- metropolitan clinics with hospitals
- hospital settings
Ambulatory care settings are not fully transferred to EMR because
doctors are reluctant to let go of paper records
Advantages of manual medical records
- currently established and understood
- easier to protect confidentiality
- no worries of a computer malfunction
Disadvantages of manual medical records
- used by 1 person at a time
- easily misplaced or misfiled
- equipment/storage place required
- more susceptible to error
Advantages to EMR
- multiple users possible
- not easily misplaced/misfiled
- errors are less likely
- patterns and data is easily accessed
- available quickly in emergencies
- legible and organized
- improved medication management and quality care
Disadvantages to EMR
- needs protection for loss of data
- expensive to establish and maintain
- may require on-site assistance
- can require staff up to 12 weeks to prove productive after installation
Obama passed what act in 2009
American Reinvestment and Recovery Act (ARRA)
ARRA
gives numerous incentives for providers and hospitals to make transition to EMR
Meaningful use requirements for using EMR
- recording demographic inför for more that 50% of seen patients
- provide clinical summaries for more that 50% of requested clinic visits within 3 business days
- provide electronic health information within 3 business days to more than 50% of patients who make the request
Amount a provider can receive under ARRA
as high as $44,000
Who is least likely to use EMR
solo practitioners
Management of medical records must provide
- easy retrieval of information
- all documentation must be complete and correct
- wording must be easily understood and grammatically correct
- format of chard must be predetermined and understood by all users of the information
(T/F) accurate medical records are not essential to patient care in any health care setting
False- they are essential
(T/F) maintaining a conscientious record of patient care is essential in controlling the cost of medical care
True
why is medical record management important
they can be used as evidence in a legal dispute
A patient's medical chart is prepared
the day of or day before their first visit
Paper medical record require what specific supplies
file folders
divider pages with identifying tabs
essential forms to be completed by the patient
How should a paper medical record be corrected
- draw single line with red ink pen through error
- make correction
- write Corr or Correction above area corrected
- write your initials and current date
How should an electronic medical record be corrected
- rotation is entered at the place of error
- line is drown through error
- use Corr. or Correction
- initial and date
Problem oriented medical record
- places vital identification data, immunizations, allergies, medications, and problems in a prominent location
- problems are identified by a number
- each problem followed with the SOAP approach
SOAP approach
S- subjective impressions
O- objective clinical evidence
A- assessment/diagnosis
P- plans for further studies/treatment/management
SOAPER approach
SOAP (same as before)
E- education for patient
R- response of patient to education and care given
What process makes the chart easier to review and helps in follow-up of patient's medical needs
problem oriented medical record & SOAP
who used problem oriented medical record the most
internist
family practitioners
pediatricians
Where are allergies listed on patient's paper chart
in a prominent place
usually on the inside front cover
often printed in red
Where is the problems list filed in a paper chart
under the first divider used, followed by laboratory reports and progress notes
Source oriented medical record
- groups information according to its source
- makes different types of info quickly accessible
- uses SOAP/SOAPER method to record chart notes
- similar to POMR but no problem list
- add sheets of identifying info rather than transferring data
Strict chronological arrangement
- data filed with most recently charted materials at the top of folder
- difficult for someone to easily access patient's clinical picture
- used in speciality clinics where patients seen for short term basis
vertical files
- cabinets that have pullout drawers
- used for business records and documents
- should have locking devise
open shelf lateral files
- make quick file retrieval possible
- retrieved by pulling them out laterally from shelf
- used with color coded filing system
- most popular manual patient record system
movable file units
- allow easy access to large record systems
- less space than vertical or lateral files
- movable shelving unit
- used to open aisles for accessing files or close aisles when files not not need to be accessed
types of cuts/tabs for file folders
1/5 cut
1/3 cut
1/2 cut
full cut
where is identification label located on file
- along the top of the file folder in vertical file cabinets
- along the side of folder in lateral file cabinets
guides
- separate file folders
- larger file folder, heavier stock
- described by position of tab (far right tab is positioned up front)
captions
- identify major sections of file folders by more manageable subunits
- marked on tabs of guides
single caption
contain just one letter, number, or unit
Ex: a, b, c,
double caption
contain a double notation
Ex: Ab-Be, Co-Dy, Ho-Le
out guides
- help in tracking charts
- piece of card stock or plastic/paper sheet kept in place of patient chard when chart is removed from filing storage
Association of Medical Records Administratirs (AMRA) developed what rules
indexing rules- to facilitate the alphabetic process in maintaining files in the medical clinic
indexing unit
part of a name; segment
When names are identical, what is used to order files
address
address is indexed by
city
state
street name
address number
procedural steps that accurately and efficiently process data from the time they are generated to the time the file is returned to the medical records section
inspect
index
code
sort
file
inspect
- inspect report to identify patient
- remove clips and staples
- make sure info is complete
index
- use indexing process to determine how/where chart would be located
- properly identify indexing units and their order
code
- determine the proper coding for char so it can be retrieved
- if cross-reference is required, identify by double underline and place X nearby
coding
process of marking data to indicate how information is to be filed
sort
sort reports/documents into units according to captions on the charts
file
- papers placed in proper charts and charts returned to power place in the medical records section
- be alert of labels
- refile info or chards that have been misfiled
3 major filing systems used in ambulatory care setting
alphabetic
numeric
subject
color coding
- used within the 3 major filing systems
- immediate recognition if chart is misfiled
- retrieval of files more efficient
tab-alpha system
- used in small clinics that use vertical files
- each alphabetic letter is assigned a different color
- each folder has a color-coded label
- only used with full-cut folders
labels used in tab-alpha system
- colored labels for first 2 letters of key indexing unit
- white label that contains all indexing units
- color-coded label for year patient was last seen
- additional labels (allergies) attached to chart according to clinic procedure
Alpha Z system
- used with open lateral files or vertical drawer files
- alphabetic letters used as primary guides
- 13 colors
labels of alpha Z system
- 1st label has typed name, a color block, and first letter of first indexing unit
- 2nd & 3rd labels are color coded for second and third letter of first indexing unit
Ex: Winston, Lewis Paul
1st label- W
2nd label- I
3rd label- N
colored file folders by first name
- color codes first letter of first name
- filed alphabetically by last name
- used in small medical clinics
colored file folders by last name
- color codes first letter of last name
- filed alphabetically by last name
- easy to spot folders that have been misfiled
color coded numbers
- used in numeric filing system
- numbers 0-9
- appropriate colored numbers placed on tabs of patient's folder
one of the simplest filing methods
strict alphabetic filing
key benefit of numeric filing
- preserves patient confidentiality
- most commonly used: straight numeric and terminal digit
straight numeric
- places chards in exact chronological order according to assigned number
- more digits, more likely of errors
- use of color with straight numeric decreases misfiling
terminal digit
- 6 digit with hyphen dividing it into three parts
- primary units are last two numbers
- secondary units are middle numbers
- files and numbers are equally distributed
- common in hospitals
middle digit
- pairs of digits
- middle pair is primary, pair to left is secondary
- common in hospitals
components of numeric filing
- serially numbered dividers with guides
- miscellaneous (general) numeric file section
- alphabetic card file
- accession record
Best possible medical care (continuity of care, legal protection for those who provide care for the patient, statistical information that is helpful to researchers, Financial reimbursements.
The four basic reasons medical records are kept.
The provider , the physician, or medical center, often called "The Maker."
Who owns the medical record?
Paper medical records, and electronic medical records.
The two major types of medical records.
Source oriented, observations and the data are cataloged according to their source-physician, lab-nurse, radiology, etc-no recording of logical relationship among them.
The traditional patient record.
Forms and progress notes are filed most recent on time.
Reverse chronological order
Created by Dr Weed, a record of clinical practice that divides medical action into four bases: The database which includes the chief complaint and present illness, the problem list which is a numbered titled list of every problem the patient has, The treatment plan which includes management and therapy, and the progress notes
POMR, Problem oriented medical records.
Progess notes follow this approach, subjective impressions, objective clinical evidence, assessment or diagnosis, plans for further studies, treatment, or management
The SOAP approach.
This method of medical records has the advantage of imposing order and organization on the information added to a patients record. The records are easily reviewed and the likelihood of overlooking a problem is greatly reduced.
The POMR method
Provided by the patient
Subjective information
Observed by the Physician
Objective information
Name, gender, DOB, marital status, spouse, home address, phone #, employer information, insurance are examples of what?
Examples of personal demographics
Past illnesses and surgeries, injuries, daily health habits are examples of what?
Personal and medical history
Disease and illness of family members, their causes of death are examples of what?
Patients family history
Information about the patients lifestyle, drinking, smoking are examples of what?
Patients Social History
Why the patient is seeing the physician, a concise account of their symptoms in their own words.
The Chief Complaint
Based on all the evidence in the file, the examination, and supplementary tests, the physician notes their diagnosis of the patients condition.What is the type of diagnosis if there is some doubt?
Provisional or Preliminary diagnosis
What is the diagnosis called when weighing the possibility of one disease causing the patients illness against the possibility that other diseases are causative.
Differential Diagnosis
When the treatment of a patient is terminated, what does the physician record?
The condition of the patient at the time of termination of treatment
A method of filing in which a report is laid on top of the older report, about a half inch above the 1st report, allowing the date to show on the 1st report, with this method the latest report always appears on top
Shingling
When you make a mistake, it is ok to use correcting fluid
False, you should not obliterate the entry, put a single line through the error, insert the correction, put "correction" and your name and date
Files of patients currently seeing the Doctor
Active Files
Files of patients who have not seen the Doctor for 6 months or longer, when the patient returns to the Doctor, the file is put back to active
Inactive Files
Patients who have died, moved away, or have terminated their relationship with the Doctor
Closed Files
The process of moving a file from active to inactive status.
Purging the file.
When no rules specify the retention of medical records, what course should you folow?
Keep the records for 10 years. For Minors its the age of majority plus 3 years. HIPAA does not include requirements, Medicare and Medicaid is 10 years
On the very rare occasion that original medical records are out of the office (subpoenaed by court, case history to a colleague) what is inserted in place of the regular folder
OUTfolder and notation made of the date, name, and to whom the record was released to.
Conditioning, releasing, indexing and coding, sorting, and storing and filing
Five basic steps of filing procedures
Alphabetic by name, Numeric, Subject filing Alphanumeric
Three basic filing methods
What type of system is Alphabetic by name?
Direct filing system in that the person only needs to know the name to find the desired file
The correct spelling of the name must be known, as the number of files increases, more space is needed for each section of the alphabet, as the files expand, more time is required for filing because of the greater number of folders involved in the search
Drawbacks of Alphabetic filing
What type of filing is numeric filing?
Indirect filing system, requires the use of an alphabetic cross-reference to find a given file, which is an extra step.
It allows unlimited expansion without periodic shifting of folders, and shelves usually are filed evenly. It provides confidentialty to the chart. It saves time in retrieving and refiling records quickly. One knows that 978 falls between 977 and 979
Advantages of numeric filing. There is the straight or consecutive numeric system, terminal digit system, middle digit filing, some practices use last 4 digits of SSN
It can be Alphabetic, or Alphanumeric (a 1-3)
Subject filing, the main problem is indexing, or classifying, deciding where to file a document, many papers require cross-referencing
A heading, title, or subtitle under which records are filed
Caption
Patients Address, email address, insurance information,complaint of pain, headache
Subjective
Bruises on arm, blood pressure, yellowed eyes, vitals that the MA measures (weight, BP etc)
Objective
Revocation Form
Patient signs this if they no longer want their medical records released. Form is kept in their file
Removing all staples, paper clips, stapling related papers together, attaching smaller items to regular sized sheets of paper
Conditioning
Some maek is placed on the paper indicating that it is ready to file, MA initials or a file stamp
Releasng
Deciding where to file the letter or paper, and placing some indication of this decision on the paper
Indexing and Coding
Arranging papers in filing sequence
Sorting
Place items face up, top edge to the left, with most recent date at the front of the folder
Storing and Filing
Last name is considered first in filing, then the given name(first) is 2nd and the middle name or initial is 3rd. Initials precede a name. Hyphenated names are considered one unit. On a foreign name where you cannot distinguish the difference, index in the order it was written. MC and MAC are filed in their regular place in the alphabet
Examples of Indexing Rules
4 important reasons
to keep ACCURATE and CLEAR medical records
financial reimbursement,
legal protection (pt and physician),
patient care,
statistical info
Who owns the physical medical record?
physician
2 types of medical records
paper, electronic
4 patient rights to medical record: Right to...
demand confidentiality,
request: changes, copies, to inspect
3 Con's to paper medical records
difficult to access/share,
filing errors,
inefficient
most common type of medical records:
Source-Oriented Records
3 primary characteristics of Source-Oriented Records
data filed according to source,
reverse chronological order,
separate sections (ex: progress notes, medications, labs, correspondence)
if a patient requests a change to their record, is the clinic required to make the change?
no
How long does the office have, to fulfill pt. request for copies of medical record, which are stored ON-SITE
30 days
How long does the office have, to fulfill pt. request for copies of medical record, which are stored OFF-SITE?
60 days
Problem-Oriented Medical Record are divided into 4 bases: (D, PPP)
Database,
Problem list,
Plan,
Progress notes
easiest transition from Paper to EMR
pick a date
EMR systems are Problem or Source oriented
Source
height, weight, vitals, temp, BP ...all together called:
constitutionals
SOAPE: "E"
Evaluation
CHEDDAR stands for
Chief Complaint,
History,
Exam,
Details (of problem and complaints),
Drugs and dosages,
Assessment,
Return visit info (if applicable)
name the most important record in a physician's practice
complete case history
CHEDDAR is used for
basic patient management
What information,
and what TYPE of info,
does a COMPLETE CASE HISTORY include?
complete medical history
(family, personal social, medical, etc),
Subjective and Objective
when insurance companies ask "what other things has this patient tried?" what quick source would you reference?
complete case history
2 conveniences of the Complete Case History:
easily updated and referenced
Subjective information includes:
Chief Complaint,
History: Personal, Family, Medical, Social,
Personal demographics
Objective information includes:
Results from: physical exam, labs, radiology,
diagnosis, Treatment, progress notes,
condition at termination of treatment
Medical assistant's role in the medical history is (3)
maintain privacy,
obtain history (or review hx w/ pt),
use quotes
should lab and radiology results be kept in:
Objective portion of patient chart,
or separately?
separately
small lab slips should be:
taped to normal sized paper
T/F: Lab reports, Radiology reports, and Progress notes should be filed in reverse chronological order, within the medical record
False. (each should have their own sections)
telephone message slips should be added to what section of the medical record?
progress notes
3 steps to making a correction in a pt chart
draw a single line thru the error,
insert correction above error,
initial and date below error,
(IF SOP indicates it - write "Correction" or "Corr." in the margin)
all dictated notes need to be:
transcribed and put in the record
lab reports often use different colored paper for
different procedures
the only color highlighter you should use is
yellow
5 ways to keep records current
ABNORMAL REPORTS(give to physician),
CHECK HISTORY (each hx, each pt),
FOLLOW POLICY,
RECORDS STAY (in office),
TRANSCRIBE NOTES (dictated)
Records are filed according to 3 classifications:
active, inactive, closed
the process of moving a file from active to inactive status is called
purging
colored year stickers are helpful for determining
file status (active, inactive, closed)
how long should you keep an inactive ADULT record, from the date last seen?
10 years
how long should you keep an inactive CHILD record, from the date last seen?
3 years past age of majority (maturity?)
why should we keep records for 10 years?
medicare and IRS audits
IRS might need medical records in an audit because
pt billing is financial income, forms are found in record
if court requests "original records" the record keeper must (2)
escort chart,
ONLY provide records created in office
if court requests "original records", should lab correspondences and results be provided?
only if created in-office. Outgoing requests for labs
what should you do, before destroying a chart?
call patient 1x, wait 30 days for reply.
long term storage options
scan, backup EMR
backup EMR
Transfer paper records onto optical disks
in the case of coordination of care/a direct referral do you charge pt for copies and handling chart?
(you refer a pt to another physicians practice)
no.
only send pertinent info (hx, recent medication records, progress notes, lab/x-ray tests)
if the patient choses a specialist and asks you to send a copy of their record, do you charge for copy/handling?
yes
in order for a medical record release to be valid it must:
be in writing, have a signature
durable power of attorney only applies if the patient is medically _____
incapacitated
a pregnant minor with other medical issues should have a
separate chart
HIPAA requires that medical records must be kept behind ____ ____ protection.
double lock
most common filing equipment
shelf files
Filing procedures: Conditioning
...
Filing procedures: releasing
...
Filing procedures: indexing and coding rules:
last first MI, title (if needed)
abbreviations are (filed as though) written,
disregard apostrophe and articles,
hyphenations are one unit,
prefixes are part of name
married woman is filed under legal name,
Filing procedures: sorting
...
Filing procedures: locating misplaced files
...
what divides charts in different sections
divider guide
when pulling a chart, you should put _____ in its place
OUTguide
Filing methods (4)
alpha,
numeric,
subject,
color-coding (specific color selected for each letter)
most common filing systems (2)
alpha, color
numeric filing is an ______ filing system
indirect
numeric filing advantages (3)
confidentiality,
unlimited expansion,
saves time
numeric filing system often uses _______ for #
account #
information or files which you created about someone's health (ex: letters, payment receipts) are considered
health-related correspondence
practice management files contain 2 types of accounts
active, paid
tickler or follow-up files are ordered
chronologically
what type of facility typically uses transitory or temporary files?
hospital
Subjective
Information that is gained by questioning the patient or that is taken from a form is called ________________ information.
Indirect
A filing system in which an intermediary source of reference, such as a file card, must be consulted to locate specific files is called a(n) _____________ system.
a. shelf filing
placing a mark indicating where to file a particular item
Releasing a record, with regard to filing it, means:
Freeman, Jill M.D.
How would you properly index the name "Jill Freeman, M.D." for filing if you had another patient with the same name but without the title?
Stilesduncan, Amanda M.
How would you properly index the name "Amanda M. Stiles-Duncan" for filing?
The physician or agency where services were provided
Who is the legal owner of the information stored in a patient's record?
medical attention that continues smoothly from one provider to another so that the patient receives the most benefit
Continuity of care means:
power of attorney
A legal instrument that authorizes a person to act as the agent of the grantor is called a:
Rotary circular files
Lateral files
Automated files
Which of the following are common types of filing equipment found in a medical office?
1. Patient charts can be found quickly.
2. It is easy to tell when a file has been misplaced.
3. Patient charts can be refiled quickly.
What are advantages of color-coded filing systems?
1. Accurate records are vital for financial reimbursements.
2. The medical record provides critical information for other caregivers.
3. Effects of various treatments can be tracked and statistics gleaned from them.
What are the reasons for keeping accurate medical records?
1. Progress notes
2. Diagnosis
3. Physical exam findings
Examples of objective information are
To protect the patient's health and well-being
What is the most important reason for telling the physician when a charting error is discovered later?
1. Insert the correction above or immediately after the error.
2. In the margin, initial and date the error correction.
3. Do not hide charting errors.
When correcting charting errors
1. Explain to the patient that the release form is necessary.
2. Review the record release form with the patient and ask ether the person understands it.
3. Have the patient sign the form in the space indicated.
4. Make a copy of the form for the patient's chart.
Steps for records release
written release from the patient
The medical record should be released only with a:
Until the minor reaches the age of majority, plus 3 years
Medical facilities should keep records on minors for how long?
1. It allows periodic expansion without shifting folders.
2. It provides additional confidentiality to the chart.
3. It saves time in record retrieval and refiling.
Advantages of numeric filing system
1. Risks and benefits of the procedure
2. Reasonable alternatives to the procedure
3. Risks and benefits of not performing the procedure
An informed consent form must address
1. Make sure the patient's name is spelled correctly
2. Review the forms the patient filled out for completeness
3. Copy the insurance card or make sure that insurance information is included
When preparing a file for a new patient, the medical assistant should:
OUTfolder
An item used to provide space for the temporary filing of materials is called a(n):
computer-based medical record
The most efficient type of medical record is the:
shingling
The method of filing in which one report is laid on top of the older report, resembling a roof, is called:
Closed
Files for patients who have died, moved away, or otherwise terminated their relationship with the physician are called _____________ files.
1. Fire protection
2. Cost of space and equipment
3. Confidentiality requirements
When selecting filing equipment
Purging
The process of moving an active file to inactive status is called:
physician or provider
The physical medical record belongs to the:
drawing a line through the entry and writing the correct information
A correction to a medical record can be made by:
1. Patient from another area who is only in the city for a short while
2. Letter requesting a reprint from a magazine
3. Letter requesting information about a product or drug
A temporary or transitory file might be used for a:
1. Individuals working at home
2. A business that offers transcription services
3. A hospital employee who does extra transcription work
Transcription tasks might be outsourced to:
The patient
Who ultimately decides whether a medical record can be released?
A. Martin
Which of the following names should be filed first:
A. Martin
Amy Martin
William Jones
Which of the following names should be filed first:
Wm. Jones
William Jones
MacAllister
Which of the following names should be filed first:
MacAllister
McAllister
A Roberts Production
Which of the following names should be filed first:
A Roberts Production
The Robertson Clinic
4 important reasons
to keep ACCURATE and CLEAR medical records
financial reimbursement
legal protection (patient and physician)
patient care
statistical info
Who owns the physical medical record?
physician
2 types of medical records
paper
electronic
3 Con's to paper medical records
difficult to access/share
filing errors
inefficient
3 primary characteristics of Source-Oriented Records
data filed according to source
reverse chronological order
separate sections (ex: lab reports, xrays, etc.)
Problem-Oriented Medical Record are divided into 4 bases: (D, PPP)
Database
Problem list
Plan
Progress notes
SOAPE: "E"
Evaluation
CHEDDAR stands for
Chief Complaint
History
Exam
Details (of problem and complaints)
Drugs and dosages
Assessment
Return visit info (if applicable)
Name the most important record in a physician's practice
complete case history
What information TYPE of information
does a COMPLETE CASE HISTORY include?
Subjective and Objective
Subjective information includes:
Chief Complaint
History: Personal, Family, Medical, Social
Personal demographics
Objective information includes:
Results from: physical exam, labs, radiology,
diagnosis, treatment, progress notes,
condition at termination of treatment
3 steps to making a correction in a medical record
draw a single line through the error
insert correction above error
initial and date below error
(If policy manual indicates it - write "Correction" or "Corr." in the margin)
Lab reports often use different colored paper for
different procedures (ex: urinalysis, yellow paper; blood, pink paper)
5 ways to keep records current
ABNORMAL REPORTS (give to physician)
FOLLOW POLICY
CHECK HISTORY (pull history for each patient)
RECORDS NEVER LEAVE OFFICE
TRANSCRIBE NOTES (dictated)
Records are filed according to 3 classifications:
active, inactive, closed
The process of moving a file from active to inactive status is called
purging
Medical records of patients covered by Medicare or Medicaid must be retained for how long?
10 years
in order for a medical record release to be valid it must:
be in writing, have a signature
durable power of attorney only applies if the patient is medically _____
incapacitated
Filing procedures: Conditioning
Involves removing all pins, grads, paper clips; stapling related papers together; attaching clippings or items smaller than page size to a regular sheet of paper, mending damaged records
Filing procedures: releasing
A mark is placed indicating it is ready for filing. Usually initials or a FILE stamp in upper left corner.
Filing procedures: indexing and coding rules:
last name, first name, MI
abbreviations are indexed as written
disregard apostrophe and articles such as "The"
hyphenations are one unit
prefixes are part of name
married woman is filed under legal name
Filing procedures: sorting
Place papers in appropriate division in the sorter
Arrange these groups into proper sequence for filing
Filing procedures: locating misplaced files
1. in the folder in front of and the one behind the correct folder
2. between the folders
3. at the bottom of the file under all folders
4. in a folder of a pa tient with similar name
5. in the sorter
when pulling a chart, you should put an _____ in its place
OUTguide
Filing methods (4)
alphabetic
numeric
subject
color-coding (specific color selected for each letter)
numeric filing is an ______ filing system
indirect
numeric filing advantages (3)
additional confidentiality
unlimited expansion without shifting of folders
saves time in retrieving and filing
practice management files contain 2 types of accounts
active, paid
tickler or follow-up files are ordered
chronologically