The Paper Medical Record
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1 The Paper Medical Record alphabetic filing Audit Caption continuity of care direct filing system indirect filing system numeric filing Obliteration Chapter 14 lesson 1 alphanumeric augment chronologic order dictation gleaned microfilm objective information OUTfolder Journal question: Why is proper filing and management of medical records so important with regard to time management in the medical office? Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 1
2 Introduction Medical records management systems are only as good as the ease of retrieval of the data in the files. Organization and adherence to set routines will help to ensure that medical records are accessible when they are needed. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 2
3 Objectives: Define, spell, and pronounce the terms listed in the vocabulary State several reasons accurate medical records are important Explain who owns the medical record Explain how to establish and organize a patient medical record Explain the difference between a traditional medical record and a problem-oriented medical record. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 3
4 Objectives: Identify systems for organizing medical records Differentiate between subjective and objective information Describe various types of information kept in the medical record Explain how to make additions to a medical record Discuss correction of an entry in a patient s record. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 4
5 This chapter will examine: Reasons for keeping accurate records Ownership of records Differences among types of records Differences among types of information Making corrections in the record Filing procedures and systems Forms found in medical records Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 5
6 Why Medical Records Are Important Assist the physician in providing the best possible care to the patient Offer legal protection to those who provide care to the patient Provide statistical information that is helpful to researchers Vital for financial reimbursement Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 6
7 Ownership of the Medical Record The maker, who initiated and developed the record, owns the physical medical record. The maker can be a physician or a medical facility. Patients have a right of access to the information in the record. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 7
8 Points to Remember Medical records must be kept confidential and in a secured, locked location. The record should never leave the medical facility in which it originated. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 8
9 Creating an Efficient Medical Record System The system should: provide for easy retrieval be organized and orderly contain information that is completely legible contain accurate information show information that is easily understood and grammatically correct Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 9
10 Types of Records Paper-based medical records Computer-based medical records Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 10
11 Disadvantages of Paper-Based Medical Records Only one person can use the record at a time, unless multiple people are crowding around the same record. Items can be easily lost or misfiled or can slip out of the record if not securely fastened. The record itself can be misplaced or be in a different area of the facility when needed. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 11
12 Advantages of Computer-Based Medical Records More than one person can use the record at a time. Information can be accessed in a variety of physical locations. Records can often be accessed from another city or state. Complete information is often available in emergency situations. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 12
13 Organization of the Medical Record Source-oriented records Problem-oriented records Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 13
14 Source-Oriented Medical Records Traditional method of keeping patient records Observations and data are cataloged according to their sources Forms and progress notes are filed in reverse chronologic order Separate sections are established for laboratory reports, x-ray films, radiology reports, etc. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 14
15 Problem-Oriented Medical Records Divides records into four bases: 1. Database 2. Problem list 3. Treatment plan 4. Progress notes Courtesy Bibbero Systems, Petaluma, Calif. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 15
16 Database Includes: Chief complaint Present illness Patient profile Review of systems Physical examination Laboratory reports Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 16
17 Problem List Numbered and titled list of every problem the patient has that requires treatment May include social and demographic troubles as well as medical and/or surgical notes Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 17
18 Treatment Plan Includes: Management Additional workups needed Therapy Each plan is titled and numbered with respect to the problem. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 18
19 Progress Notes Structured notes are numbered to correspond with each problem number. Progress notes follow the SOAP approach. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 19
20 SOAP Approach to Progress Notes SOAP acronym S Subjective impressions O Objective clinical evidence A Assessment or diagnosis P Plans for further studies, treatment, or management Optional E Evaluation or Education R Response Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 20
21 CHEDDAR C Chief Complaint H History E Examination D Details (of problem and complaints) D Drugs and dosages A Assessment R Return visit Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 21
22 Review List three classifications of files. Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 22
23 Review List three classifications of files. Answer: Alphabetic, numeric, alphanumeric Copyright 2011, 2007, 2004 by Saunders, an imprint of Elsevier Inc. All rights reserved. 23
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