EHR FINAL EXAM CORE ELECTRONIC HEALTH
RECORD SYSTEMS AND DATA MANAGEMENT
REVIEW 2026
◉ Adjustment credits requirements.
Answer: Set up patient account using the information provided,
including a locked progress note and at least one of the following
CPT codes: 98940, 98941, 98942, 98943.
◉ Valid Matric Number.
Answer: Must include Student PIN in procedures section.
◉ Insurance for reciprocal students.
Answer: Insurance must be labeled as Reciprocal Student.
◉ Selecting and merging templates.
Answer: Done by clicking the Blue Arrow button in the Right Chart
Panel.
◉ Removing incorrectly added templates.
Answer: Click the purple category name and then the 'x' of the
subcategory to be removed.
, ◉ SOAP.
Answer: Standard method of documenting patient care that includes
Subjective (S), Objective (O), Assessment (A), and Plan (P).
◉ Subjective (S).
Answer: Includes symptoms and what the patient tells you.
◉ Objective (O).
Answer: Measurable and observable findings from the examination.
◉ Assessment (A).
Answer: Impression of the current condition and what you think.
◉ Plan (P).
Answer: What will you do, what did you do, and how you did it.
◉ Care plan.
Answer: Comprehensive documentation outlining a patient's specific
health needs, goals, and the care they will receive.
◉ Goals of care plan.
RECORD SYSTEMS AND DATA MANAGEMENT
REVIEW 2026
◉ Adjustment credits requirements.
Answer: Set up patient account using the information provided,
including a locked progress note and at least one of the following
CPT codes: 98940, 98941, 98942, 98943.
◉ Valid Matric Number.
Answer: Must include Student PIN in procedures section.
◉ Insurance for reciprocal students.
Answer: Insurance must be labeled as Reciprocal Student.
◉ Selecting and merging templates.
Answer: Done by clicking the Blue Arrow button in the Right Chart
Panel.
◉ Removing incorrectly added templates.
Answer: Click the purple category name and then the 'x' of the
subcategory to be removed.
, ◉ SOAP.
Answer: Standard method of documenting patient care that includes
Subjective (S), Objective (O), Assessment (A), and Plan (P).
◉ Subjective (S).
Answer: Includes symptoms and what the patient tells you.
◉ Objective (O).
Answer: Measurable and observable findings from the examination.
◉ Assessment (A).
Answer: Impression of the current condition and what you think.
◉ Plan (P).
Answer: What will you do, what did you do, and how you did it.
◉ Care plan.
Answer: Comprehensive documentation outlining a patient's specific
health needs, goals, and the care they will receive.
◉ Goals of care plan.
