Chapter 10 - Managing the office medical records. In this chapter you will learn about various options for handling large volumes of patient records. As you work through this chapter, you will begin to have an appreciation for the very important task of chart management, and you will develop an organized approach to maintaining these critical documents. As you read, watch for helpful tips that teach you how to locate any patient chart quickly and efficiently. | 10 Managing the Office Medical Records 10- Learning Outcomes Describe the equipment and supplies needed for filing medical records. List and describe the various types of filing systems. Discuss the benefits of each type of system. Discuss the advantages of color coding the files. Explain how to set up and use a tickler file. 10- Learning Outcomes (cont.) Describe each of the five steps in the filing process. Explain the steps to take in trying to locate a misplaced file. List and describe the basic file storage options and the advantages of each. Identify criteria for determining whether files should be retained, stored, or discarded. 10- Introduction Management of patient records Vital to patient care and smooth operation of medical office Paper-based medical records Electronic Health Record (EHR) or Electronic Medical Record (EMR) 10- Importance of Records Management The medical records are the most . | 10 Managing the Office Medical Records 10- Learning Outcomes Describe the equipment and supplies needed for filing medical records. List and describe the various types of filing systems. Discuss the benefits of each type of system. Discuss the advantages of color coding the files. Explain how to set up and use a tickler file. 10- Learning Outcomes (cont.) Describe each of the five steps in the filing process. Explain the steps to take in trying to locate a misplaced file. List and describe the basic file storage options and the advantages of each. Identify criteria for determining whether files should be retained, stored, or discarded. 10- Introduction Management of patient records Vital to patient care and smooth operation of medical office Paper-based medical records Electronic Health Record (EHR) or Electronic Medical Record (EMR) 10- Importance of Records Management The medical records are the most valuable information in the medical office. A records management system refers to the way patient records are Created Filed Maintained 10- Apply Your Knowledge What is a records management system? ANSWER: A records management system is the way patient records are created, filed, and maintained. Super! 10- Filing Equipment Place where the medical records are housed Choice of type is based on space consideration and personal preference Filing shelves Files are stacked upright on shelves in boxes or heavy-duty envelopes Allow more than one person at a time to retrieve files 10- Filing Equipment (cont.) Filing cabinets Sturdy pieces of office furniture Both vertical and lateral (horizontal) file cabinets are available Compactable files Kept on rolling shelves that slide along permanent tracks on the floor Seen often in offices with limited space for files 10- Filing Equipment (cont.) Rotary circular files – files are stored in a circular fashion resembling
