Intake Paperwork – Organized & Secure

Organizing Intake Paperwork Obtaining patient intake paperwork is half the battle. Making sure that it is organized and properly filed is another challenge. Although our focus is on new patient data, the suggestions throughout this module could apply to reactivated patients, new conditions, and/or accident cases for established patients. Once you have reviewed and confirmed...
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New Patient Folder Compilation

Patient Filing System A great deal of information crosses the front desk during an initial encounter with a patient. It can be challenging to keep track of insurance information, verifications, intake forms, chart notes, treatment plans, and the initial charges. Whether your clinic is paperless (fully electronic) or not, it necessary to have a process...
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Intake Paperwork – Accuracy is Vital

Intake Process Contributes to Practice Success Whether your intake process is fully electronic, fully paper, or a hybrid, it is important that all gathered patient data is confirmed, accurate, and complete before treatment begins. The intake process contains data that impacts the doctor’s examination, treatment plan, financial report of findings, future collections, and liability protection....
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Your Amendment Rights

Medical Record Addendums Despite best efforts and good intentions to complete perfect documentation at the time of service, errors and omissions can occur. When that happens, the situation has its own documentation requirements. Failure to properly amend a medical record can make it appear that someone was trying to falsify documentation, and that may be...
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The Anatomy of a Patient’s Chart

There are many pieces of a patient’s chart, whether paper or electronic. Multiple types of documentation are required for a complete and compliant patient chart. The way the chart or file is organized is critical to proper recordkeeping. Sometimes, we take for granted how simple the chart building process is, or how we use the...
OOPS, this page contains content reserved for KMC University members. We’d love to welcome you to the KMC University family because there is an amazing amount of helpful content in the trainings and resources of the KMC University Library. Click here to learn more.