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Health Information Organization and Supervision
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What are the 4 functions of management? Rank them.
Planning
Organizing
Leading
Controlling
What are the 3 plans and ~4th~? Rank them
Strategic
Tactical
Operational
Performance goal
What is the essential planning activity what is used to perform it?
Environmental Scan and SWOT analysis is used to perform it
What are the 5 planning tools?
Goals, objectives, policies, procedures, and budget
Who is responsible for putting together strategic plans?
Board of trustees with the help of senior administration
How long are strategic plans in place?
3-5 years, with annual evaluations by the board of trustees to ensure they plan is still relevant
How long are tactical plans in place?
1-3 years
How long are operational plans in place?
1 year, at which time they are revised for the next year
What are performance goals?
Goals individual employees work on using the organizational and departmental plans as their basis for action
Goals and objectives are written using what?
SMART method
What is a policy?
translates goals into comprehensible and practical terms. Intended to be overall guidelines that set the boundaries for action. They pre-decide issue so that situations that occur repeatedly are handled consistently
What should a policy consider?
Should consider legal, accrediting, and certification mandates as well as any other requirements imposed by external and internal authorities or sources
What is a procedure?
a series of related steps given in chronological order that details the prescribed manner of performing work
Why are policies developed?
They are developed for repetitive work in order to provide uniformity of practice, to facilitate personnel training, and to permit the development of checks and controls in the workflow
What is a budget?
A plan that converts the organization's goals and objectives into targets for revenue and spending. Once, it is approved, it becomes less of a plan and more of a control tool
What is organizing?
the coordinating of the activities of multiple people to achieve a common purpose or goal
What is an organizational chart?
a visual representation of of an organization's formal reporting structure
Who is the organizational structure determined by?
Senior management
What is delegation?
the process by which managers distribute work to others along with the authority to make decisions and take action
What is authority?
the right to make decisions and take actions necessary to carry out assigned tasks
What are the 5 steps to effective delegation?
Select the right person
Specify the desired result
Set a deadline
Determine authority
Track progress and results
What is a subset of organizing?
Staffing
What is staffing?
A managerial function concerned with determining the most appropriate and cost-effective mix of individuals necessary to complete the job functions in a department
What does staffing include?
Recruiting, selection, compensation, evaluation of employees, and training and development
What two are also part of the organizing function?
Committees and teams
What is leading?
the management function in which people are directed and motivated to achieve goals
What are the 6 key concepts of the leading function?
Change management, conflict resolution, motivation and morale, disciplinary action, and leadership styles
Managers must address what 3 things?
Leadership power, communication, and barriers to communication
What is social power?
The potential or ability of an agent (manager) to bring change in attitudes, behavior, or belief by using resources available to them
What are the 6 sources of social power?
Legitimate, reward, coercive, expert, referent, and informational
What is the opposite of reward power?
Coercive power
What formal power is negative and usually leads to other problems?
Coercive power
What is a power that leaders do not necessarily do anything to earn their power?
Referent power
What is a short-term power that does not allow for continuing influence and is gone once the information has been shared?
Informational power
What 3 powers depend on the manager's position and disappears when they leave?
Legitimate, reward, and coercive
What 2 powers are personal in nature?
Expert and referent
What is a power based on content?
Informational
The most effective managers are those who demonstrate what 2 powers?
Expert and referent power
Define effective communication
the ability to both send and receive information, as well as convert and understand thoughts, feelings, and attitudes
What are 4 barriers to communication?
Physical, diversity, cultural differences, and words
Controlling is dependent on what 3 things being set during the planning phase?
Goals, objectives, and key indicators
What are 3 methods of controlling performance?
Performance appraisal, benchmarking, and budget
What are 2 other tools for carrying out the controlling function?
Dashboards and scorecards
What are dashboards?
Quick snapshots of the status of key performance indicators
What are the 5 benefits of a dashboard?
Visibility, ongoing improvements, time saving, judge performance against the plan, and employee performance improvements
Rather than reporting ongoing process measures, a scorecard looks at:
outcomes
How many levels of management are there? Name them.
3 - top, middle, and lower
Who are at the top level of management?
board of trustees/board of directors, senior management team/c-suite, and vice presidents or assistant administrators
Who is at the middle level of management?
Director, department head, corporate director of HIM, senior manager of HIM, or manager of HIM
Who is at the lower level of management?
supervisor of HIM, shift supervisor, or office manager
What is the board responsible for?
The entire organization and determines the structure of the organization
Who is responsible for the decisions that affect the entire organization and focus on the big-picture and long-term success of the organization?
c-suite
What individuals at the top level of management spend most of their time planning and organizing functions of the management?
c-suite
What level of management is responsible for meeting the organizational goals and objectives at the department level?
Middle
What level of management is are most involved with their direct reports and day-to-day operations of their assigned department?
Low
What is ethics?
a field of study that deals with moral principles, theories, and values
What is a code of ethics?
a statement of ethical principles regarding business practices and professional behavior
What are the 6 approaches to ethical decision making? Rank them
Define the situation
Identify the options
Evaluate the options
Select the optimal option
Implement the decision
Evaluate the outcome