Question | Answer |
Name the five steps to filing in the correct order. Know each definition | CRICS Condition Releasing, Indexing, Coding, Sorting. |
Conditioning | Removing paper clips, staples |
Releasing | Physician's initials means ok to file |
Indexing | Deciding where to file |
Coding | Underlining subjects/name where paper is to be filed. |
Sorting | Papers face up, most recent on top. |
Transferring a file means | Sending from Active -> Inactive -> Closed. |
Are used for temporary replacement of folders /charts | Out guides / out folders |
Card files with the names of the 12 months and numbered 1 - 13 in chronological order is referred to as | tickler file |
A person's surname referes to his/her | last name |
In filing, nothing comes before | something |
A numeric filing system is an indirect filing system, that would require a | alphabetical cross-reference |
A direct system is alphabetical and would not need a | cross reference |
Unit I | last name (surname) |
Unit II | first name (given name) |
Unit III | middle |
Deciding where to file a paper is know as | indexing |
Files that are reserved for current, on-going patients would be referred to as | active |
Gives support to the file folders and visually cut search time. | Divider guides |
When space is limited the best economical choice for filing would be | open shelf / lateral |
Micro - records are also know as____ which are mediums that photographed records are saved on | microfilm/microfiche |
Vital papers such as titles, deeds or other legal documents should be kept | indefinitely |
If patient is still living the case history is kept | indefinitely |
One example of a built-in safeguard to prevent misfiling is | color coding |
When there may be confusion over surnames, such as in the case of a female patient who has just married and taken on her husband's name the file should be | cross-referrenced |
Tax records should be kept in | archives |
A filing system is only as good as the ____ of everthing | findability |
Canceled checks should be kept | 3 yrs in fireproof cabinet then indefinitely in dead storage |
Another name for a terminated patient file is | closed file |
Financial statements such as payroll, records, active correspondence, triage notes, are kept | 7 years |
Insurance policies, cancelled checks are kept | current policy in fireproof cabinet expired policies thrown away unless there is a cse pending. |
Policies that are kept indefinitely | Professional liabilty polices. |