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managing records
Term | Definition |
---|---|
conditioning | involves grouping related papers together, removing all paper clips and staples, attaching smaller papers to regular sheets, and fixing damaged records. |
releasing | marking the form to be filed with a mark of designated preference (ready to be filed, the providers initials, using a stamp) |
Indexing and coding | determining where to place the original record in the file and whether it needs to be cross referenced in another section. a chart number is typically used for this. |
sorting | involves ordering papers in a filing structure and placing the documents in specific groups |
storing and filing | securing permanently in the file to ensure the medical record documents do not become misplaced. |
alphabetic filing | a traditional system for patient records in provider's offices and the most widely used. arranged by last name, first name, and middle initial. |
numeric filing | typically combined with color coding and used for larger health centers or hospitals. this allows for unlimited expansion without the need to shift files to create room. |
subject filing | used for general correspondence using the alphabetic or alphanumeric filing method. With this method, all correspondence dealing with a particular subject is placed under a specific tab with subject headings. |
medical records | kept for a minimum of 10 years |