When labeling medical records for an alphabetical filing system which of the following sequences should you use?

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Terms in this set (45)

Files that feature pullout drawers that contain a metal bar equipped to handle letter-size or legal-size documents are called ____.

vertical files

Two types of files that are good options when space is limited are ____.

rotary circular and compactable

The first step in the filing process is ____.

inspecting

A numeric filing system ____.

may include numbers that indicate where in the filing system a file can be found

The final step in the filing process is ____.

storing

When labeling medical records for an alphabetic filing system, which of the following sequences should you use?

Last name, first name, middle name, title

Which of the following is a filing system that is best used by only one person at a time?

Filing cabinets

Which of the following is used to hold patient records that will be returned to the files at the end of the day?

File sorters

An advantage of storing files as paper files is ____.

the original documents are preserved for possible use in legal proceedings

The way patient records are created, filed, and maintained is called a(n) ____.

records management system

Putting an identifying mark or phrase on a document to ensure that it is placed in the correct file is called ____.

coding

For security reasons, only the licensed practitioner and the office manager in the medical office have keys to the file room, where the patients' medical records are stored. The licensed practitioner is at a medical conference for the next two days. This morning, when you arrive to open the office, the answering service tells you there is a message from the office manager saying that she will not be in today because a family emergency required her to fly to her daughter's house in another state last night. She did not leave instructions for how to access the files or a number at which she could be reached. What should you do?

Call security and ask them for advice

Files used to keep information such as older patient records or insurance information separate from the primary files are ____.

supplemental files

A marker made of stiff material and used as a placeholder when someone takes a file out of the filing system is called a(n) ____.

out guide

The filing system that is used when patients' names must be kept confidential is ____.

numeric

A horizontal file that often features doors that flip up and pullout drawers is called a ____.

lateral file

Which step in the filing process can be skipped when filing patient records that have previously been filed?

Coding

General filing guidelines include ____.

allowing extra space for retrieving and replacing files

When choosing a storage facility for files, consider a(n) ____.

commercial records center

Files of patients who have died, moved away, or for some reason no longer consult the office are considered ____.

closed files

In which type of files are patient records stored in a circular fashion and accessed by rotating the files?

Rotary circular files

What should you use when you need to distinguish files within a filing system?

Color-coding

The medical office uses an alphabetic filing system, and it is the medical assistant's responsibility to index the patient files. The provider in this office is the primary care physician for the entire Quincy family, ranging from Jason P. Quincy Sr., to his grandson Jason P. Quincy III. Other family members include Jayne S. Quincy; Jason P. Quincy Jr., and Jillian G. Quincy. In which order would the records for these family members be filed?

Quincy, Jason P, III; Quincy, Jason P., Jr.; Quincy, Jason P., Sr.; Quincy, Jayne S.; Quincy, Jillian G.

Which of the following features is necessary for storing files?

A site that is kept locked

The most reliable way to determine whether a storage site is susceptible to flooding is to ____.

inquire whether the facility has flood insurance

A variation of shelf filing kept on rolling shelves that slide along permanent tracks in the floor is called ____.

compactable files

The method of organizing the medical record that places the most recent documents in the patient's record on top of documents with earlier dates is known as which of the following?

Reverse chronological

The heavy cardboard or plastic inserts used to identify a group of file folders in the file drawer are ____.

file guides

Which step of the filing process will save time when returning files to their proper places?

Sorting

Who decides which patient files that are inactive or closed to keep in the medical office before sending to storage?

Practitioner

Medical practices use ____ files to avoid losing track of important dates.

tickler

What does a retention schedule detail?

When files should be moved to a storage area and how long they should be kept

Security drills ____.

keep staff aware of security risks

Which of the following is used when there is a need to distinguish files within a filing system?

Color-coding

Files and records that are kept in boxes must be stored ____.

in a secure room

The most basic filing supply is the ____.

The most basic filing supply is the ____.

What constitutes an active file, as opposed to an inactive file?

The criteria are established by each individual practice.

Another term for naming a file is ____.

indexing

When counting the years in a retention schedule, you should begin counting ____.

from the year after the file was produced

Which type of filing system allows several people to retrieve and return records at one time?

Filing shelves

The tapered rectangular or rounded extension at the top of a file folder is the ____.

tab

Which of the following indicates that a file has been taken out of the filing system?

Out guide

Which of the following specifies how long to keep different types of patient records in the office after the files have become inactive or closed?

Retention schedule

How often should the office tickler file be checked?

Daily

If a file is misplaced, what can be done to reconstruct it?

Contact insurance companies, laboratories, and other providers for copies of original documents

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How are patient files arranged in an alphabetic filing system?

The records are arranged alphabetically based on the first unit. All names that have exactly the same first unit are then arranged by the second unit, the third unit, and so on.

When filing alphabetically which is the most common method of filing?

Alphabetic systems are the most natural and common method of arranging files. However, even the simplest alphabetic system requires establishing, filing standards, including written filing procedures, cross-reference methods, and practices for filing duplicate name changes, etc.

What is the correct order of filing?

Names of individuals are filed as follows: last name, first name or initial, middle name or initial. Smith Smith K. Smith Smith K. K.

What are the 5 basic steps for filing?

What are the 5 basic filing steps? The five basic filing steps are conditioning, releasing, indexing and coding, sorting, and storing and filing. Conditioning is essentially prepping the paperwork to be filed.