Chapter 13 Flashcards

Managing Medical Records (25 cards)

1
Q

Who makes the final decision on how long to keep inactive or closed patient files in the office before sending them to storage?

A

The licensed practitioner

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2
Q

Which of the following is true regarding the steps in the filing process?

A

You should follow the steps in order to prevent misplaced files.

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3
Q

All information in the patient’s chart should be:

A

filed, initialed, dated

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4
Q

Medical records must be kept for ________blank years from the date of the last visit.

A

7

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5
Q

Inspecting-

Indexing-

Coding-

Sorting-

Storing-

A

The physician has authorized the document to be put into the patient’s folder.
System for storing documents, whether alphabetically, numerically or alphanumerically
An identifying mark or phrase is placed on a document to ensure that it is placed in the correct file.
Files are put in groups in which they will be stored, such as numerically or alphabetically.
Documents are filed in the correct order and in the correct file, files are in good condition, and a notation is made if there is more than one folder for a patient.

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6
Q

In middle digit numeric filing, what is the primary index?

A

The middle group of numbers

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7
Q

Closed files are:

A

files of patients who are no longer treated at the practice.

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8
Q

The first step in the filing process is:

A

inspecting

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9
Q

How long should you look for a file before concluding that it is lost?

A

24-48 hours

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10
Q

What regulation states there must be a “reasonable safeguard” to protect PHI from disclosure?

A

HIPAA

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11
Q

One way to reduce the number of misplaced records is to:

A

appropriately train staff on filing guidelines

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12
Q

The steps of filing in the correct order are:

A

inspecting and releasing, indexing, coding, sorting, and storing.

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13
Q

Marsha has created a separate file for each patient that contains insurance payment information. These files are known as:

A

supplemental files

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14
Q

Which of the following is not considered a good option for filing active paper medical records?

A

Plastic tubs or boxes

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15
Q

Color coding is used to:

A

distinguish files within a filing system.

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16
Q

The most basic filing supply is the:

17
Q

The most common and simplest type of filing system for maintaining patient files is the:

A

alphabetic system

18
Q

Active File-

Inactive File-
Closed File-

A

Patient seen last week with a follow-up appointment in one week
Patient who has not been seen by the PCP in four years
Patient is deceased

19
Q

Tickler files should be arranged according to:

A

the date of the appointment

20
Q

Alphabetic-

Numeric-

Color Coding-

Tickler File-

A

Files are arranged by patient’s last name first, followed by the first name, and the middle initial
Files are arranged according to numbers assigned to patient files
Files are grouped according to colors assigned to specific groups
Date-ordered reminder file

21
Q

The purpose of labeling files on the outside of the drawer is to:

A

identify what is in the drawer without having to open it

22
Q

Mandy is scheduled to check the tickler files for this week but she will be out for two days due to jury duty. Before Mandy leaves she should:

A

Assign someone as a backup person to check the files while she is out

23
Q

Jacob has not been seen at the office for the past five years. He is an inactive patient and his file should be:

A

transferred to storage

24
Q

Inactive files are:

A

Used infrequently

25
The second step in the filing process is:
Indexing