Case Study Investigation
LEARNING OBJECTIVES
KEY TERMS
5:1 FILING RECORDS
FIGURE 5–1 A color-coded folder system uses different colored file folders.
FILING SYSTEMS
COLOR-CODED FILING SYSTEMS
STORAGE OF FILES
ELECTRONIC HEALTH RECORDS
crashes, all information would be lost. Most offices using
What is an active record?
What is the Unified Health File?
5:2 USING THE TELEPHONE
Identify the office or agency—and in most cases,
with emergency calls. Triage is the process of evaluating the situation
on 10th Rajab,” or “The doctor will return your call after 4pm today.”
If an agency uses handwritten forms,
AUTOMATIC ROUTING TELEPHONE SYSTEMS
a menu with a series of numbers.
ANSWERING SERVICES AND MACHINES
PAGING SYSTEMS
receive and send messages, eliminating
CELLULAR TELEPHONES
ELECTRONIC MAIL
What information do you need to be able to screen a telephone call?
When taking a telephone message, what are six components that messages should always contain?
5:3 SCHEDULING APPOINTMENTS
FIGURE 5–4A In most health care agencies, appointment scheduling is done by computer.
Before scheduling any appointment, determine how long various
FIGURE 5–5 A sample appointment schedule.
If a patient schedules an appointment at the health care facility,
Correctly scheduling appointments takes practice. If your present
Why do some offices schedule a buffer period in the middle of the morning?
How can a patient who repeatedly misses appointments be approached?
5:4 COMPLETING MEDICAL RECORDS AND FORMS
FIGURE 5–6 A sample patient information form.
FIGURE 5–7A A sample computer database screen for patient information.
FIGURE 5–8 A sample medical history form.
Personal/Social history: This may include questions
Make sure the patient has complete privacy while completing
What information is contained on a patient information form?
Where is a patient’s medical history stored?
5:5 COMPOSING BUSINESS LETTERS
Recall letter: Reminds a patient that it is time to return for a periodic
PARTS OF A LETTER
• Reference initials: Reference initials are the initials of the
PROPER FORM FOR LETTERS
FIGURE 5–11 The form for a modified block style letter.
The style for letters varies. Two common styles are block style
Space down five lines and begin the inside address on the fifth
SUMMARY
List four types of letters that you may be required to prepare.
What is included in the body of a letter?
5:6 COMPLETING INSURANCE FORMS
Confidential medical information cannot be released unless
CODING INSURANCE FORMS
be rejected. Therefore, it is important to use as many digits
عنوان جديد 2
Read the form thoroughly or review it on a computer to be sure you understand what is required.
What organization developed a coding system for coding diagnoses?
When completing an insurance form, you only need to include brief summary information. True or false?
5:7 MAINTAINING A BOOKKEEPING SYSTEM
PEGBOARD SYSTEM
FIGURE 5–12 The day sheet provides a daily record of patients seen, charges incurred, and payments received.
form. This form lists the amount charged by the health care provider,
FINANCIAL ACCOUNTING SYSTEMS
FIGURE 5–13 A daily transactions entry screen allows the health care provider to enter information about a patient’s treatments and maintain the patient’s account.
What is a day sheet?
What does “ROA” stand for?
Tomorrow’s Health Care
Case Study Investigation Conclusion
