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Medical assisting: Administrative and clinical procedures (5e) - Chapter 15: Managing medical records

After studying this chapter you will be able to: Identify the common equipment used to file and store paper medical records, outline the security and safety measures that should be employed when working with paper medical records, list the common filing supplies used in the medical office, | 15 Managing Medical Records Learning Outcomes (cont.) 15.1 Identify the common equipment used to file and store paper medical records. 15.2 Outline the security and safety measures that should be employed when working with paper medical records. 15.3 List the common filing supplies used in the medical office. Learning Outcomes (cont.) 15.4 Contrast the methods used for various filing systems and how color-coding can assist with the filing systems. 15.5 Recall the steps in the filing process. 15.6 Compare active, inactive, and closed files and how to set up a records retention program for the office. Introduction Records management system Vital to patient care and office operation Must be easily retrievable An important administrative function is the careful management of the patient medical records. A well-organized, easy-to-use records management system is essential to providing good patient care. Records must be organized so they are easily retrievable. You will learn Options for handling large volumes of paper medical records. How to develop an organized approach to maintaining files. Filing Equipment Filing shelves Filing Cabinets Vertical files Horizontal or lateral files Compactable files Learning Outcome: 15.1 Identify the common equipment used to file and store paper medical records. Two options are shelves and cabinets. The choice is usually based on space considerations and personal preference. Filing shelves Some have doors that can be locked for security. Advantage – allows several people to retrieve and return files at the same time. Filing Cabinets Requires more floor space than shelves Best used by one person at a time Only one drawer can be safely opened at a time Vertical or horizontal Horizontal, or lateral, filing cabinets require more wall space Compactible files Rolling shelves that slide along permanent tracks in the floor. Conserve space. When needed, they can be rolled out manually or automatically into an open area. . | 15 Managing Medical Records Learning Outcomes (cont.) 15.1 Identify the common equipment used to file and store paper medical records. 15.2 Outline the security and safety measures that should be employed when working with paper medical records. 15.3 List the common filing supplies used in the medical office. Learning Outcomes (cont.) 15.4 Contrast the methods used for various filing systems and how color-coding can assist with the filing systems. 15.5 Recall the steps in the filing process. 15.6 Compare active, inactive, and closed files and how to set up a records retention program for the office. Introduction Records management system Vital to patient care and office operation Must be easily retrievable An important administrative function is the careful management of the patient medical records. A well-organized, easy-to-use records management system is essential to providing good patient care. Records must be organized so they are easily retrievable. You will .