The Medical Record and Medical Records Management

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Comprehensive vocabulary flashcards covering the components, legal requirements, and management of medical records based on the lecture transcript.

Last updated 7:02 PM on 6/23/26
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31 Terms

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Medical record

A written record of important information regarding a patient, used to make decisions regarding care, document results, and serve as a legal document.

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Patient

An individual receiving medical care.

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HIPAA

Health Insurance Portability and Accountability Act of 1996.

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HIPAA Privacy Rule

A federal law that protects patient's privacy which went into effect April 14, 2003.

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PHI

Protected health information; health information over which patients have more control regarding use and disclosure under HIPAA.

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Health care clearinghouses

Entities such as billing services that must comply with the HIPAA Privacy Rule.

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Patient Registration Record

A document consisting of demographic and billing information that must be completed by all new patients.

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Home health care

The provision of medical and nonmedical care in a patient's home, which must be ordered by a physician.

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Diagnostic procedure report

A description and interpretation of a diagnostic procedure.

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Diagnostic procedure

An action performed to assist in the diagnosis, management, or treatment of a patient's condition.

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Therapeutic service report

A document that records assessments and treatment designed to restore a patient’s ability to function.

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Physical therapy

The use of physical agents, such as therapeutic exercise and thermal modalities, to restore function and promote healing following illness or injury.

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PPR

Paper-based patient record; a format where most of the record is paper-based though some data may be stored on a computer.

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EMR

Electronic medical record; a format where the entire medical record is stored in a computer.

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Problem-Oriented Record (POR)

A medical record organized according to the patient’s health problems, allowing problems to be followed individually.

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Subjective data

Data obtained from the patient, often included in SOAP progress notes.

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Objective data

Data obtained by observation, physical examination, laboratory tests, and diagnostic tests.

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Assessment

The physician’s interpretation of the patient's current condition based on subjective and objective data.

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Plan

The proposed treatment for the patient as outlined in a SOAP progress note.

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SOAP

An acronym for the format of progress notes in a POR: Subjective, Objective, Assessment, and Plan.

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Chief complaint (CC)

The patient’s reason for seeking care; the symptom causing the patient the most trouble.

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Family history

A review of the health status of a patient’s blood relatives focusing on familial diseases.

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Familial disease

A condition that occurs in blood relatives more frequently than would be expected.

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Social history

Information on a patient's lifestyle, health habits, and living environment, including education, occupation, and diet.

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Review of Systems (ROS)

A systematic review of each body system by the physician to detect symptoms not yet revealed.

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Medical records management

The process of creating, handling, and storing medical records.

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Out guides

Supplies placed in the file to mark where a record has been removed.

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Sorter

Equipment that facilitates placing documents or files in order.

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Alphabetic Filing

A direct system of filing where the patient's legal name is used to locate the medical record.

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Numeric Filing

An indirect method of filing where a number must be identified to access the patient's record.

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Inactive records

Records of patients who have not been seen within the time period specified by the medical practice.