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Chapter 13

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Answer
records management system   the way patient records are created filed and maintained  
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vertical files   pull-out drawers with metal bar that can handle letter-size or legal size document files  
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lateral file   horizontal file featuring doors that flip up and pull-out drawers  
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compactible file   kept on rolling shelves that slide along permanent tracks, good when space is limited  
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rotary files   stores files in a circular fashion, rotate to access file, good when space is limited  
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system best used by one person at a time   filing cabinets  
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system that allows several to use at one time   filing shelves  
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Housing files in these can make them easy to misplace because they do not remain in one location   file boxes  
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file folder   most basic filing supply  
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file tab   tapered rectangular or rounded extension on top of file folder  
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out guide   marker made of stiff material used as a placeholder when file is out of drawer  
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file guide   heavy cardboard or plastic inserts used to identify a group of file folders in the file drawer  
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file sorter   large accordion-style file used to hold patient records until they are returned to file  
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filing system to use when confidentiality is critical and is the only practical system for a large practice   numeric  
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filing system to use to distinguish files within a file   color-coding  
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used to avoid losing track of important dates and should be checked daily   tickler file  
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inspecting   first step in filing  
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storing   final step  
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prior to filing a smaller than standard size document   place it in a sheet protector  
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Allowing extra space for retrieving and replacing files is following   general filing guidelines  
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When should you contact insurance companies, laboratories and other providers to get information for a patient file   when a file is misplaced and you must reconstruct it  
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Who or what decides an active, closed or inactive status and when they go to storage   practitioner or individual practice  
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closed file   patient deceased, moved or no longer consult provider  
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Advantage of storing paper files   legal proceedings  
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Commercial records center   a storage facility to be considered  
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Ask about flood insurance   determines if site susceptible to flooding  
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Locked site and secure room   feature necessary for storing files in boxes  
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retention schedule   determines how long to keep different types of patient records in the office and when they are moved to storage  
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Hyphenated name   treat as one unit  
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insurance records may be kept in these files that are separate from the primary files   supplementary  
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Sorting   step that saves time  
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Keep staff aware of security risks   security drills  
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Correct sequence for labeling medical records   Last name, first name, middle name/initial, title  
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When counting years in retention schedule start   from the year after file was produced  
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terminal digit   most common used in numeric filing  
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numeric systems   indirect filing system  
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reverse chronological   places most recent documents on top of documents with earlier dates  
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