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Medical Records Management

Handle critical healthcare records confidentially, efficiently, and accurately while maintaining legal compliance.


Accurate. Confidential. Efficient. It's what everybody wants from a medical records system. Now, you can deliver it!

Lost files, wrong phone numbers, inaccurate insurance information — they're the bane of health care offices everywhere. These glitches lead to hours of searching, countless follow-up phone calls, late insurance filings, and short tempers.

But that's not the worst of it. When records are missing, the health and well-being of your patients is in jeopardy. That's not fair to your patients or their doctors — and it can even put your clinic, hospital, or office in legal hot water. Clearly, there's a lot depending on your records management system.

In this one-day seminar, you'll learn everything you need to know to manage your health care records with the accuracy, confidentiality, and efficiency that patients — and medical staff members — have a right to expect. It's a tall order for a one-day program, so come prepared to dive right in and learn a lot. We have an exciting, career-boosting day planned, and you won't want to miss a single idea.

Key Ways Your Health Care Office Will Benefit:

    You'll stop files from disappearing
    You'll avoid breaches in patient confidentiality
    You'll have a system that meets the needs of everyone in your facility
    You'll satisfy ever-changing legal requirements regarding health care records

Who will benefit:

    Clerical staff
    Office managers
    Medical and lab personnel
    Anyone responsible for handling records in a health care setting

Key learning points:

    Determine which records management system works best in your office
    Learn easy-to-use tips that eliminate wrong numbers and increase overall accuracy
    Understand the latest privacy requirements — what you absolutely must know
    Examine how records get lost — and how you can be sure this never happens again!
    Decide which is better for your situation: paper or electronic records
    Discover a simple audit and cross-check system that keeps employees accountable for records maintenance
    Know when and how to securely purge records from the system

As a result of this training, you will achieve:  

    Accessibility — The staff members who need the records can always find them.
    Accountability — You always know where files are, and staffers who use them know they're responsible.
    Accuracy — Numbers are correct and up to date.
    Confidentiality — Patient health care records are protected and no information is shared without proper authorization.

Program Overview

The Fundamentals of Effective and Secure Records Management

    Conduct a system-wide inventory of your files and records
    Understand what you should keep, archive, or destroy
    Learn do's and don'ts for proper and ethical record keeping
    2 ways to eliminate misrecorded numbers and increase overall accuracy
    Explore key differences in filing systems — decide which is best for your facility
    When you should keep your system and work to clear up problems; when to replace it
    Learn how to increase productivity by decreasing the number of files that are lost
    Establish medical record standards that ensure data integrity, confidentiality, and privacy

The Shortfalls and Successes of Electronic Records Management

    The truth: Does ERM save time or create more work?
    When are paper records better and more secure?
    What you must know if you integrate medical records on the Internet
    Aspects to consider when selecting and ERM
    The network is down — now how will you access records?
    A simple way to determine how much access various staff members should have to records
    Steps you can take beforehand to make the transfer to electronic files flawless and easy

Patient Confidentiality, the Law, and Health Care Records

    The latest privacy requirements regarding medical records — what's new from HIPAA that you must know?
    What part does OSHA play in medical records management? It may surprise you
    Must-know rules regarding the faxing, copying, and filing of medical records
    Guidelines you can use to ensure you don't delete or destroy vital records
    The safeguard you can implement to prevent unauthorized disclosures of health histories and medical information
    Recognize and eliminate the danger zones where security breaches occur most often
    What to do if you think a patient's privacy has been violoated

Ongoing Maintenance of Records in a Health Care Setting:

    Easy ways to increase productivity by making files more accessible
    Cross-check procedures that make employees accountable for the files they handle
    Pinpoint and eliminate the habits that lead to lost files
    Build job aids to create your own mini-training camp for those with file access
    Establish a file archive that can be easily accessed
    Implement a file purge system to keep you from record overload
    Understand how each piece of information is used and why it is important

 

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