Wave scheduling -correct answer3 patients scheduled at the same time, see in the order
that they arrive (so one pt arriving late does not disrupt schedule)
Modified wave scheduling -correct answerAllocates 2 pts to arrive at a specified time and
the 3rd to arrive approximately 30 min later, or pts are seen in intervals during 1st half of the
hour with no pts seen during 2nd half of the hour; timely sequence continuous throughout
the day
Double-booking -correct answer2 pts are scheduled at the same time to see the same
provider; used to work in a pt with an acute illness when no other time is available; creates
delays
can also be used to schedule 2 pts for the same time slot in an office with multiple providers
for short visits
Cluster scheduling -correct answergrouping pts who have similar conditions into specific
time slots or days
Open hours scheduling -correct answerpts arrive at their convenience and are seen on first-
come, first-served basis
Scheduling an internal appointment with a patient -correct answerName, DOB, reason for
visit
Determine amount of time, day and time the pt prefers, and consider availability/provider
preferences/pt habits
Scheduling an external appointment (new pt) -correct answerName, DOB, address, contact,
insurance, SSN, emergency contact
Give registration packet with medical history form and notice of privacy practices
How much time for a new patient appointment? -correct answer30 minutes minimum
What should you tell a patient if there is a delay? -correct answerThey have the option to
wait or reschedule
Notice of Privacy Practices -correct answerA notification by providers required by the HIPAA
Privacy Rule that provides an understandable explanation of patients' rights with respect to
their personal health information and the privacy practices of their providers
How long should a patient wait in the waiting room? -correct answerNo more than 15
minutes
, Steps for filing medical records -correct answer1. Conditioning (group related papers
together, rmv clips/staples, attaching smaller papers to larger sheets, fixing damaged
records)
2. Releasing (marking form to be filed)
3. Indexing and coding (determining where to place the original record in the file and
whether it needs to be cross-referenced in another section)
4. Sorting (ordering papers in filing structure)
5. Storing and filing (securing documents permanently to ensure they don't become
misplaced)
Alphabetic filing -correct answerLast name, first name, middle initial
Traditional system most widely used
Numeric filing -correct answerArranging files by a numbered order
Combined with color coding and used for larger health centers/hospitals
Saves time, additional confidentiality, unlimited expansion
Subject filing -correct answerEither an alphabetic or alphanumeric code is assigned to
general correspondence
Shingling filing -correct answerNew report laid on top of older report
How long to keep a Medicare or Medicaid patient record -correct answer10 years
Source-oriented medical record (SOMR) -correct answerPatient file organized according to
the source of information/who supplied the data
Lab, radiology
SOAP -correct answersubjective, objective, assessment, plan
CHEDDAR -correct answerchief complaint, history, examination, details, drugs/dosages,
assessment, return visit information or referral
Computerized physician order entry (CPOE) -correct answerElectronic medical record system
function that allows providers to digitally order lab and radiology testing, treatments,
referrals, Rx
that they arrive (so one pt arriving late does not disrupt schedule)
Modified wave scheduling -correct answerAllocates 2 pts to arrive at a specified time and
the 3rd to arrive approximately 30 min later, or pts are seen in intervals during 1st half of the
hour with no pts seen during 2nd half of the hour; timely sequence continuous throughout
the day
Double-booking -correct answer2 pts are scheduled at the same time to see the same
provider; used to work in a pt with an acute illness when no other time is available; creates
delays
can also be used to schedule 2 pts for the same time slot in an office with multiple providers
for short visits
Cluster scheduling -correct answergrouping pts who have similar conditions into specific
time slots or days
Open hours scheduling -correct answerpts arrive at their convenience and are seen on first-
come, first-served basis
Scheduling an internal appointment with a patient -correct answerName, DOB, reason for
visit
Determine amount of time, day and time the pt prefers, and consider availability/provider
preferences/pt habits
Scheduling an external appointment (new pt) -correct answerName, DOB, address, contact,
insurance, SSN, emergency contact
Give registration packet with medical history form and notice of privacy practices
How much time for a new patient appointment? -correct answer30 minutes minimum
What should you tell a patient if there is a delay? -correct answerThey have the option to
wait or reschedule
Notice of Privacy Practices -correct answerA notification by providers required by the HIPAA
Privacy Rule that provides an understandable explanation of patients' rights with respect to
their personal health information and the privacy practices of their providers
How long should a patient wait in the waiting room? -correct answerNo more than 15
minutes
, Steps for filing medical records -correct answer1. Conditioning (group related papers
together, rmv clips/staples, attaching smaller papers to larger sheets, fixing damaged
records)
2. Releasing (marking form to be filed)
3. Indexing and coding (determining where to place the original record in the file and
whether it needs to be cross-referenced in another section)
4. Sorting (ordering papers in filing structure)
5. Storing and filing (securing documents permanently to ensure they don't become
misplaced)
Alphabetic filing -correct answerLast name, first name, middle initial
Traditional system most widely used
Numeric filing -correct answerArranging files by a numbered order
Combined with color coding and used for larger health centers/hospitals
Saves time, additional confidentiality, unlimited expansion
Subject filing -correct answerEither an alphabetic or alphanumeric code is assigned to
general correspondence
Shingling filing -correct answerNew report laid on top of older report
How long to keep a Medicare or Medicaid patient record -correct answer10 years
Source-oriented medical record (SOMR) -correct answerPatient file organized according to
the source of information/who supplied the data
Lab, radiology
SOAP -correct answersubjective, objective, assessment, plan
CHEDDAR -correct answerchief complaint, history, examination, details, drugs/dosages,
assessment, return visit information or referral
Computerized physician order entry (CPOE) -correct answerElectronic medical record system
function that allows providers to digitally order lab and radiology testing, treatments,
referrals, Rx
