Chapter 21- The Health Record Flashcards

1
Q

Medical Record:(The Chart)

A

Important legal docs in the healthcare

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2
Q

CC:

A

Chief Complaint

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3
Q

EHR:

A

Electronic Health Record

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4
Q

PMH:

A

Past Medical History

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5
Q

SOAP: ( A method for charting)

A

Subjective, Objective, Assessment, Plan

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6
Q

HIPPA:

A

Health Insurance Portability & Accountability Act

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7
Q

HITECH:

A

Health Information Technology for Economic and Clinical Health Act

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8
Q

What is the advantage of EHR?

A

-Reducing the incidences of medical error by improving accuracy of medical record.
- It is efficient
-Management capabilities
- Able to read co workers notes/ handwriting

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9
Q

Parts of a Medical Records:

A

Demographics, PMH, Social History, CC

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10
Q

Demographics:

A

Pt’s name, DOB, Contact Info, Home Address, Healthcare Insurance, etc.

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11
Q

PMH: Past Medical History

A

Previous illnesses, injuries, usual childhood diseases (UCD), hospitalizations, surgeries; current health status

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12
Q

Social History: (SH)

A

Marital status, substance use, diet, occupation, pets, personal habits, sexual preferences, lifestyle

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13
Q

CC:

A

CC is the reason for the visit
Usually documented in patient’s own words (with quotation marks)
OLDCARTS

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14
Q

HPI:

A

History Present Illness
- The detailed part of the issue for coming into the office.

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15
Q

Signs:

A

Anything that can be measured or observed by others.
Ex: Edema, Rash, Bruise

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16
Q

Symptoms:

A

Something that is only perceived by the pt. also called subjective data/
( Pain, Headache, Dizziness, and Nausea)

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17
Q

Type of Chart Formats:

A

SOMR, POMR

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18
Q

SOMR:

A

Source Oriented Medical Records*
- Common in paper charts, which are divided by sources.
- It’s the most common and traditional

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19
Q

POMR:

A

Problem Oriented Medical Record
(4 components)
- Database, Problem List, Treatment Plan, Progress Notes
- Not very commonly used

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20
Q

SOAP Notes:

A

Subjective Data: obtained from PT. (Symptoms)
Objective Data: Clinical evidence or observations from the provider. (Signs)
Assessment: The provider indicates the problem number & diagnoses.
Plan: Includes providers suggested treatments.
- The MA fills our the S & O.
- The Provider does the A & P.

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21
Q

Anaphylaxis:

A

A severe reaction that can be life- threatening.

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22
Q

What is continuity of care?

A

Continuity of care is the smooth continuation of care from one provider to another. This allows the patient to receive the most benefit with no interruption or duplication of care.

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23
Q

Reasons to have accurate records:

A
  1. Proof needed for a legal defense
  2. Reimbursement
  3. Higher Quality of Care
  4. Track Vital Statistics
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24
Q

Who owns the medical record?

A

The Physians office
- The place where the chart was created.

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25
HITECH:
- A law that enforces HIPAA. - HIPAA on steroids x10" - Gives providers incentives. $$ -Find doctors and providers and fine them for the ones not using electronic.
26
Introduction to the Health Record:
Serves as a legal document Documents health information and provides support for treatment plan Enables continuity of care Supports reimbursement claims Provides legal protection to provider(s) Provides statistical information for research
27
Types of Health Records:
Paper and electronic (EHR) Benefits of EHR: Practice management capabilities Scheduling Billing and claims Report generation for quality control, research Storage space Safety from accidental destruction Financial incentives from government for implementation Promotes communication and continuity of care
28
Ownership of the Health Record:
Health record itself (paper or electronic) Provider or healthcare facility Information in health record (Patient) Vested interest, right to confidentiality Best practices for security of paper records
29
What are some best practices for maintaining security of paper records?
Never remove them from the facility; lock storage area when facility is closed)
30
Contents of the Health Record:
Personal demographics Name, date of birth, home address, contact information, healthcare insurance, etc. Past medical history (PH or PMH) Previous illnesses, injuries, usual childhood diseases (UCD), hospitalizations, surgeries; current health status Family history (FH) Health or age and cause of death of grandparents, parents, siblings; hereditary diseases Social and occupational history (SH, OH) Marital status, substance use, diet, occupation, etc.
31
Contents of Health Record:
Chief complaint (CC) and history of present illness (HPI) CC is the reason for the visit Usually documented in patient’s own words (with quotation marks) OLDCARTS Allergies Immunization and medication records Physical exam Range of systems (ROS) for new patients Baseline Provider’s findings
32
OLDCARTS:
Onset: When did it begin? Location: Where is it? Duration: How long has it been going on? Characterization: How would you describe it? Alleviating and aggravating factors: What makes it better? What makes it worse? Radiation: Does it stay in one location or move? Temporal factor: Isi it better or worse at different times of the day? Severity: Using a scale of 0 to 10, with 0 being none and 10 being worse the worse, how does it rate?
33
Contents of the Health Record:
Progress notes Signs, symptoms, feelings, concerns Clinical findings from PE and labs, diagnostics Provider’s impression and diagnosis Treatment plan Laboratory and diagnostic imaging results Consultation reports Hospital documents Discharge summary, operative report, ED report.
34
What is the difference between the sign and a symptom?
A sign is something that can be measured or observed by others; also called objective data. Examples include redness, swelling or edema, blood pressure, and pulse. A symptom is something that is only perceived by the patient; also called subjective data. Examples include pain, headache, dizziness, and nausea.)
35
What are some examples of labs? Diagnostic imaging?
(Answers will vary and may include, for labs, tests on blood, urine, sputum, tissues, or other substances from the body; for diagnostic imaging, x-rays, CT scans, nuclear medicine scans, MRI, ultrasound.)
36
What is a medical consult?
A medical consult occurs when a patient is referred to another healthcare provider for examination and treatment.
37
Miscellaneous documents-
Correspondence, release of information forms, disclosure authorization forms, Notice of Privacy Practices (NPP), consent for treatment and authorization form, other consent forms, images/copies of health insurance card and patient ID, advance directives, past health records
38
Source-Oriented Medical Records (SOMR):
Observations and data categorized according to source Examples: Provider (progress notes) Laboratory Radiology Hospital Consultations Reverse chronologic order
39
What is reverse chronologic order and what is a reason it is used?
Reverse chronologic order is when the most recent item is listed first and the oldest item is last. One reason it’s used is that the provider and staff members do not have to search to the bottom of the record to find a recent laboratory report or a test.)
40
Problem-Oriented Medical Records (POMR):
Database -CC, HPI, PE, labs Problem list -Each numbered and titled Plan -Numbered and titled diagnosis and treatment plan correlating to each problem on the problem list Progress notes -Structured notes numbered to correspond to each problem
41
SOAP Note:
Subjective data (S) -Obtained from patient; includes CC, HPI, other histories, ROS, current meds, allergies, etc. Objective data (O) -Clinical evidence, including vital signs, measurements, PE findings, labs, diagnostics results Assessment (A) Diagnosis correlated with problem number Provisional, differential Plan (P) Provider’s suggested treatments
42
What is a differential diagnosis?
A differential diagnosis is the process of weighing the probability of one disease causing the patient's illness against the probability that other diseases are causative.)
43
What is a provisional diagnosis?
A provisional diagnosis is a temporary diagnosis made before all test results have been received
44
Variations of the Progress Note Format:
-SOAPE Evaluation -SOAPIE Intervention and evaluation -SOAPER Education and response -CHEDDAR CC Exam Details of problem and complaints Drugs and dosages Assessment Return visit or referral
45
Documenting in the Health Record:
What to document: Patient visits No shows Telephone calls Correspondence Electronic communication
46
What are examples of electronic communication that must be documented?
Email, patient portal communications
47
Documenting in the Health Record:
Guidelines: Check patient name first Document immediately after procedure Document in order steps were completed Be accurate, specific, and concise Use correct words and facility-approved abbreviations Use quotation marks when recording patient’s own words Use punctuation Don’t use first person Review Handle errors correctly
48
What does concise mean?
Concise means using as few words as possible to express the message.
49
Documenting in the Paper Health Record:
Guidelines: New entry on next blank line, starting with date MM/DD/YYYY followed by time Write legibly in ink (black preferred) Patient name and medical record number on each page Sign per facility policy Correction: Follow facility policy Draw a single line through error Insert correct above, after, or in the margin Write error Date and sign or initial with title
50
True or false: Erasing the error, writing in the correct information, and signing with an “OK” next to your name is an acceptable means of making a correction on a paper health record.
False. Obliteration is never acceptable
51
Documenting in the Electronic Health Record:
-Radio buttons and drop-down menus Enable standardization of content -Free-text boxes Used to document unique circumstances -Unique user identification Allows for audit trail
52
What is an audit trail?
An audit trail is a record of computer activity used to monitor users' actions within software, including additions, deletions, and viewing of electronic records
53
Dictation and Transcription-
Dictation: To say something aloud for another person to write down Machine transcription unit, portable transcription unit, phone system Transcription: To make a written copy of dictated or handwritten material Provider reviews and initials transcript before placement in health record Voice recognition software: Converts dictation into readable text
54
Paper Filing Equipment:
Drawer files Horizontal shelf files -Also called open file with fixed shelves Rotary circular files Electronic lateral files -Also called vertical carousel files Mobile shelving system Card files
55
What are important considerations in the selection of filing equipment for paper health records?
Available space, potential volume of records, lock system, fireproof)
56
Paper Filing Supplies:
Divider guides Out guides File folders File folder dividers Labels -Patient name, allergies, advanced directive
57
Paper Filing Systems:
-Basic systems Alphabetic by name Numeric Subject -Direct or indirect Advantages and disadvantages
58
Is a numeric system direct or indirect?
Indirect
59
Alphabetic Filing:
Indexing rules Updated by Association of Records Managers and Administrators (ARMA) Use units -Surname (first unit) -Given name (second unit) Specifics for patients Specifics for businesses
60
Numerical Filing:
Consecutive numeric filing - Also called straight numeric system Terminal digit filing Middle digit filing
61
Subject Filing, Color Coding, and Tickler File:
Subject filing -Paper records are arranged and filed based on content or subject matter Alphabetic, numeric, or alphanumeric Color coding -Specific color identifies letter or number Ticker file -Chronological reminder system for tasks
62
What does alphanumeric mean?
System using a combination of letters and numbers
63
Paper Filing Process:
Group by patient Inspect for provider sign-off Prepare Index and code Sort per facility procedures Verify placement per facility policy Refile -Remove out guide
64
Electronic Health Records Terminology:
Electronic health record (EHR)- Electronic record of health-related patient info Conforms to nationally recognized interoperability standards Can be created/managed/consulted by authorized clinicians and staff from more than one healthcare organization. Electronic medical record (EMR)- Electronic record of health-related patient info Can be created/managed/gathered/consulted by authorized clinicians and staff within a single organization.
65
Which is the preferred record, the EHR or the EMR?
The EHR, because it facilitates continuity of care
66
Personal health record (PHR):
Electronic record of health-related patient info Conforms to nationally recognized interoperability standards Can be drawn from multiple sources Managed, shared, and controlled by individual.
67
Patient portal:
Electronic access to EHR for patients that enables Communication with provider Online form completion Prescription refill requests Appointment scheduling Meets some Promoting Interoperability Programs requirements.
68
What are the Promoting Interoperability Programs?
Formerly known as the Medicare and Medicaid EHR Incentive Program, the Promoting Interoperability Programs encourage providers to adopt, implement, upgrade, and demonstrate meaningful use of certified electronic health record technology.
68
How is an electronic personal health record created?
Answers may vary and may include as a service of healthcare insurance companies, employers, or healthcare facilities.
68
Health Information Technology for Economic and Clinical Health (HITECH) Act:
Encouraged widespread of adoption of EHR to -Improve efficiency and coordination of care -Improve privacy and security Through: Financial incentives linked to meaningful use E.g., e-prescribing, sharing health information to improve quality of care, submitting reports, using computerized physician/provider order entry (CPOE) Increased penalties for HIPAA violations
68
What is interoperability?
The ability to work with other systems.
69
What is compliance?
Meeting the standards and regulations of the practice's established policies and procedures. Can also mean cooperation
70
Features of EHR:
EHR: Immunization data sharing with state registry Mobile access for providers Clinical decision support systems E-prescribing Appointment scheduling Lab order integration
71
Features of Practice Management Software (PMS):
PMS: Appointment scheduling New patient registration Insurance verification Billing, coding, financial management Claim denial management Electronic claim submission Financial and management reporting EHR and PMS: May have overlapping capabilities Interface
72
The Medical Assistant’s Role with EHRs:
-Enter patient visit data Vital signs, measurements, allergies, medications, chief complaint, histories Update medications and vaccinations Review patient information for relevant needs Document procedures performed Document patient coaching -Arrange referrals -Schedule follow-up visits and/or tests -Scan and upload paper documents -Check patient portal for communications and requests
73
HIPAA Privacy Rule:
National standards that define and limit how PHI can be used or disclosed Also outlines patients’ rights regarding their PHI Examine their own health information Obtain a copy of their health records Request corrections be made if information is incorrect Permissions Reasons that health information can be released Disclosure authorization Records release process
74
HIPAA Security Rule:
National standards that define protections for electronic PHI (ePHI) Administrative safeguards Physical safeguards Technical safeguard Applies to records created, used, received, and maintained by covered entities
75
Backup Systems for the EHR:
Backing up Process in which network files are copied using an external hard drive, server, online system, or cloud backup services HIPAA requires daily offsite EHR software backup Use of paper records in case of malfunction Plan to integrate data from paper into EHR
76
Storage, Retention, and Destruction of Health Records:
Record status: Active Inactive Closed Purging: Separating inactive from active records Retention schedule: Schedule outlining how long inactive and/or closed records are kept Destruction: Must be in accordance with federal and state laws Permanent log of destroyed records
77
What is the usual length of time closed health records are retained?
7 to 10 years after patient’s last interaction with facility
78
How long are inactive or closed Medicaid and Medicare patient health records retained?
10 years
79
Storage, Retention, and Destruction of Health Records:
Storage of paper records: Limited access, secure, temperature and humidity ranges, lockable area away from water and heat Retention of paper records: Sticker system Offsite storage Destruction of paper records: Burning or shredding
80
Storage, Retention, and Destruction of Health Records:
Storage of electronic health records Via backup Retention of electronic records Automated movement of inactive and closed records to different server May be placed on CDs, hard drives, inactive cloud space
81
Patient-Centered Care and the Electronic Health Record:
Make eye contact when asking questions Look at the screen only when entering information Don’t shield the screen from the patient Sit next to or at an angle to the patient
82
EAQ: Which section of the SOAP note will the statement " I feel like someone is pounding nails into my head" belong in?
Subjective
83
In which order will the pt name be placed on paper chart name label?
Last name, first initial, middle name
84
Which information is part of a problem- oriented medical record (POR)?
SOAP note
85
POR-
is a form of documentation that organizes patient data in a logical sequence.
86
Voice recognition software can be used for which functions?!
- Dictate progress notes - Dictate letters - Generate emails
87
Which pt file is considered active?
A paper record of a pt seen last year for a complete physical exam.
88
How long are pt files active?
- has been seen within the past 1 to 5 years and need to be readily available for daily use.
89
Which classification is given to pt who have not received treatment from the healthcare provider for 6 months or longer?
Inactive
90
Closed files:
are records of pt who have died, moved away, or otherwise terminated their relationship with the provider.
91
What does a provider do when he wants to terminate a relationship with a pt?
A dismissal letter will be sent to the pt and the pt is then considered dismissed by the clinic.
92
Which method of filing is most commonly used?
Alphabetic
93
In which part of the pt record will the MA chart the pt’s current health problem?
CC {Chief Complaint}