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HCR 210 Records Management Presentation

Final Project: Records Management Presentation

You have been hired as the records manager for Happy Health
Medical Clinic, a medium-sized, general practice about to start up
business. Whereas this medical facility hopes to have everything
computerized at some point in the future, that is not currently the
case. Therefore basic patient information is located on the
computer, but medical information is only found in paper files.
Your facility stores, circulates and updates patient records
internally for six doctors, and traffics them up one floor to an
X-ray department—in other words, you loan records, but you do not
borrow them. Because the X-ray facility is in partnership with
Happy Health, you send actual patient files up to X-ray, not
copies, and it is important to get the files back.
Resource: Appendix A, Presentation Guide
Due Date: Day 7 [Individual forum]
Create a 12-to-15-slide PowerPoint® presentation outlining standard
records management procedures for the employees who work for Happy
Health Medical Clinic. Your presentation should include
introduction and conclusion slides, as well as detailed speaker’s
notes. The speaker’s notes must describe the bulleted items on the
slide and provide rationale for policy decisions. Include one or
more complete paragraph of speaker’s notes per slide; cite outside
references used, if any, according to APA format.
Include the following information in your presentation:
o The importance of getting new information into a patient’s record
as timely as possible
o Not duplicating medical records for the same person
o Being able to know at all times where a record is located as you
write practical, how-to procedures to cover the following aspects
of records management:
Indexes for administering health care information
Centralized or decentralized records management
HCR 210 Patient Records: Keeping it Real
Course Syllabus Page 20
Creation of new records—record format
Type of filing system:
o Basic rules of the system
o Examples to clarify names or numbers that might be confusing in
that system
Temporary and permanent insertion of loose forms and care
reports:
o Handling clinical data that a doctor needs to see
o Handling administrative data that a doctor does not need to
see
Storage for patient files:
o Short-term (patient returns in 2-3 days)
o Permanent (patient is not due back soon but is currently under
care)
o Archive (patient record has not been used for some time)
The physical circulation of records within your facility, and
between your facility and X-ray:
o Routing and tracking records within areas of your department and
out to X-ray
o Storing lab reports that come in when a patient’s file is at
X-ray
Retention schedule—destruction of records
File security
Legal and ethical responsibilities
Post your presentation as an attachment.

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