Term
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Definition
an engagement; a meeting at a particular time |
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Definition
any surrounding influence |
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Definition
a small pamphlet or booklet of information |
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Definition
the act of communicating; information given; a means of giving information |
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Definition
to be held in confidence; secret information |
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Definition
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Term
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Definition
taking action to modify, hinder, or change an effect |
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Definition
one employed to greet telephone callers, visitors, patients, or clients |
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Term
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Definition
to arrange a timetable; to place in a list of things to be done |
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Term
when preparing a checklist for opening the office |
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Definition
unlock the reception room door adjust heat/air conditioning check for safety hazardous check magazines check phone for messages pull charts check examination rooms fill and turn on sterilizer prepare hazardous waste disposal containers prepare list of patients |
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Term
what is the role of the receptionist |
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Definition
to greet and receive patients |
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Term
why is the reception room atmosphere important |
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Definition
it affects the outcome of the office visit from patients' response to treatment |
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Term
name six things to check in the reception room |
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Definition
temperature general appearance safety reading material toys and books "no smoking" sign |
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Term
list information that might be included in a practice information brochure |
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Definition
description of practice office policies appointment information office hours biographical sketch |
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Term
why should social climate be monitored |
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Definition
annoying behavior may cause infavorable impressions or effects |
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Term
list some desirable characteristics for a receptionist |
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Definition
prompt courteous pleasant tone of voice maintains eye contact listens intently shows caring provides confidentiality looks and acts professionally well-groomed uses tact |
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Term
prepare a checklist for closing the office for the day |
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Definition
examination rooms should be restock and cleaned Discharged material should be placed for pick up collect charts and check completeness file in locked cabinet turn off electrical appliances and autoclave deposit receipts or lock in safe tidy reception area pull next day's charts activate answering system turn off lights activate the alarm system lock door |
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Term
preparation procedures for the day are the same for every office |
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Definition
F (it vary from one office to anoher according to the type of practice, number of physicians, weekly schedules, and many other variables) |
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Term
Charts should be pulled before the first patient arrives |
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Definition
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Term
Telephone messages can be retrieved at lunch time |
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Definition
F (at the start of the work day and at specific intervals throughout the day) |
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Term
The receptionist must have a basic understandings of common diseases and disorders and basic office operational procedures |
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Definition
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Term
Insurance cards should be requested when the patients check in |
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Definition
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Term
It is not necessary to check the common work areas for cleanliness |
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Definition
F (the common areas of work should be checked for cleanliness periodically throughout the work day) |
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Term
the charge slip is also known as the encounter form |
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Definition
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Term
it is important fot the receptionist to be discreet when asking the patient for information at the front desk |
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Definition
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Term
a medical record consists of all of the following except:
a. patient information form b. health history c. diagnostic reports d. treatment notes e. personal comments |
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Definition
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Term
which area of the office will give the first impression to patients?
a. waiting area b. exam room c. reception area d. rest rooms |
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Definition
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Term
the receptionist should have a clear view of the |
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Definition
waiting area/reception room |
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Term
which of the following forms must accompany the patient to the exam room?
a. new patient form b. history form c. charge slip d. none of these answers |
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Definition
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Term
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Definition
to pile up; collect; gather |
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Term
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Definition
heading, title, or subtitle |
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Term
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Definition
the arrangement of events, dates, etc., in order of occurrence |
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Term
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Definition
facts from which conclusions can be inferred |
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Term
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Definition
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Term
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Definition
enlightening; throwing light on |
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Definition
to empty; to cleanse of impurities; clear |
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Definition
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Term
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Definition
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Term
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Definition
something added; an additional or extra section |
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Term
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Definition
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Term
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Definition
not productive; no accomplishment |
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Term
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Definition
making a decision regarding the name, subject, or other caption under which you will file the material |
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Term
name and define the four basic filing methods |
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Definition
alphabetic: arranged in order of alphabet numeric: filed by number, but must have alphabetic index to locate numbers subject: may be arranged by equipment and supplies, or disease and illness geographic: arranged by state, city, and subdivisions |
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Term
name and define the five steps in filing |
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Definition
inspect: look at each piece and make indication by check mark or initial in upper-right corner when material is released to be filed
index: make decision as to name, subject, or caption under which to file material
code: underline or circle caption to be filed under, or write caption on paper if necessary
sort: place material to be filed in order after coded; either alphabetically or numerically
store: place in storage drawer or shelf in proper place |
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Term
describe the proper method of placing material in a file folder. |
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Definition
place material with heading to the left so it is at the top of the folder when opened with the tab at right. The most recent material is on top in the folder |
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Term
describe the most efficient method of removing and replacing patient files |
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Definition
use OUTfolder to replace the removed folder. in replacement of folder, locate the OUT guide or OUTfolder and remove it as the original folder is inserted |
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Term
list the storage media used for "paperless" filing systems. |
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Definition
magnetic tape reels, cartridges, cassettes, magnetic disks, microforms |
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Term
describe ways to find a missing chart |
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Definition
1) look through several charts in the file that are before and after where the missing chart should be 2)check the name of the chart you need and look in the section of the alphabet of the person's first name 3)check the charts pulled for the day 4)check the schedule of the day you know the patient was in last and check the charts of patients seen before and after 5) look in the charts-to-be-filed stack or cart 6) search the desks of other hearlth care team members in your facility |
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Term
bar code files eliminate the need for |
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Definition
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Term
placing all documents in a patient's chart in _________ order makes it easier to obtain information |
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Definition
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Term
the method of filing that provides the most patient privacy is |
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Definition
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Term
in a miscellaneous file, when there are more than ________ paper on one subject or person, you should remove them and make a separate folder |
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Definition
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Term
_________ make it easy to obtain phone numbers and addresses |
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Definition
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Term
removing the files of patients who are no longer being seen by the physician is called |
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Definition
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Term
when there is a signature on a patient's chart, J. Williams (CL), whose initials are in the parenthesis? |
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Definition
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Term
which of the following should be indexed first?
a. Alison B. Williams b. Alease A. Wilkins c. Allison B. Williams d. Alice C. Willems e. Ann A. Wiles |
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Definition
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Term
which of the following would be included as a purpose of records management?
a. reference b. storage c. classifying d. arranging e. all of these answers |
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Definition
arranging, reference, storage, and classifying |
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Term
which of the following is a chronological filing system that specifies a date when an action is needed? |
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Definition
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Term
which of the following should be indexed first?
a. Betty O. San Louis b. James P. St. George c. John R. St. Michael d. William L. St. John e. Judy del la Rosa |
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Definition
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Term
which of the following is the most common way to file material charts? |
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Definition
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Term
which of the following is not a common record that needs to be managed in the medical office?
a. medical b. financial c. correspondence d. business |
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Definition
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Term
which of the following is not a part of the filing process?
a. sorting b. storing c. rending d. inspecting e. releasing |
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Definition
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Term
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Definition
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Term
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Definition
the recording of observations, subjective and objectives findings, diagnostic procedures, treatments, and other pertinent data in the patient file. |
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Term
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Definition
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Term
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Definition
the end toward which action is directed; of a disease symptom, perceptible to persons other than the one affected; on a microscope, a lens or series of lenses |
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Term
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Definition
one who intentionally delys or postpones action |
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Term
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Definition
record of the continuing progress and treatment of a patient |
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Term
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Definition
relating to the person who is thinking, saying, or doing something; personal; of a disease sysmptom, felt by the individual but not perceptible to others |
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Term
Give examples of "subjective informaiton" |
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Definition
Information supplied by the patient: past personal and medical history; family history; chief complaint. |
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Term
Give examples of "obejectiveinformaiton" |
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Definition
Information supplied by the physician: examination by physician; result of lab studies; special procedures; X-rays; diagnosis; treatment prescribed; progress notes. |
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Term
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Definition
A record of a patient's first visit and of continuing care; includes date, complaints, findings, prognosis, and treatment |
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Term
Describe methods of recording progress notes |
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Definition
medical assistant may record as physician examines patient; physician may record; physician may dictate and medical assistant transcribe |
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Term
describe the correct procedure for making corrections on progress notes |
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Definition
draw a single line through handwritten entry, date, and initial of maker of correction in margin; if typing, should be corrected in usual manner if corrected at time of typed; later corrections are handled as handwritten ones |
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Term
list of differences a traditional record and the Problem Oriented Medical Record (POMR) |
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Definition
Traditional--Progress notes are recorded according to source, physician, lab technician, or medical assistant. There is no special attempt to record a relationship between recorded notes. POMR--has a numbered and entitled page for each problem needing management. Each problem is followed with SOAP approach: S=subjective impressions, O=Objective clinical evidence, A=assessment or diagnosis, P=plans for further studies, treatment, or management. The chart is easier to review because of its organizaation |
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Term
why is procrastination a hindrance with patient's medical records |
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Definition
it can cause mistakes to be made, and some documents may never get done. Also, it may be needed in case of a suit |
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Term
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Definition
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Term
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Definition
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Term
what informaiton in a medical record makes it a useful legal document |
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Definition
progress notes, dates of treatments, and dates of injuries |
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Term
which of the symptoms listed below are objective? |
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Definition
rash, swelling, and bleeding |
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Term
which of the symptoms listed bellow are subjective? |
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Definition
nausea and abdominal pain |
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Term
besides the clinical visit findings, what additional information is recorded on progress notes? |
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Definition
phone messages, phone/fax refills, and cancellations |
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Term
what ink color should be used when recording patient information |
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Definition
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Term
the confidentiality of the patient's medical record must be maintained by careful management |
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Definition
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Term
only parts of the patient's record are necessary when the patient wishes the physician to testify in an injury case |
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Definition
F (the physician should have all parts of the patient's record so that the patient's complete history is known. |
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Term
The patient must always sign an authorization form before any information can be released |
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Definition
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Term
all patient information contained in the medical record is considered subjective information |
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Definition
F (information contained in the patient record is both subjective and objective) |
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Term
progress notes should be arranged in chronological order with the most recent date on top |
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Definition
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Term
the date and time should be recorded on the page for progress notes each time the patient is seen |
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Definition
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Term
using correction fluid recommended to completely eliminate an error made on patient's records |
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Definition
F (The use of correction fluid is prohibited to correct an error in the patient record |
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Term
using black ink on the patient's record is important for making good copies |
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Definition
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Term
the POMR begins with the standard database |
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Definition
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Term
which of the following is considered to be the most important record kept in the medical office |
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Definition
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Term
the purpose of the patient medical record is that it:
a. furnishes documented evidence of the patient's evaluation and treatment b. protects the legal interests of both the patient and the physician c. establishes a database d. is the basis for planning patient care e. all of the above |
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Definition
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Term
which of the following statements about HIPAA is not true
a. HIPAA designates what information is released and to whom b. HIPAA allows each clinic to do what it feels is reasonable with patient informaiton c. HIPAA mandates that only certain employees are expected to comply with the regulations d. HIPAA mandates the privacy and security of medical records |
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Definition
HIPAA mandates that only certain employees are expected to comply with the regulations |
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Term
how often should a patient's demographic information be updated |
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Definition
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Term
referral or follow-up letters from specialists should be filed in which section of the medical record? |
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Definition
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Term
a prescription refill should be documented in which part of the medical record? |
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Definition
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Term
which of the following may be the cause of legal action against a physician? |
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Definition
incorrect documentation in the patient's medical record
improper correction of an error in the patient's medical record |
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Term
all of the following are formats for documentation in the patient's medical record except... |
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Definition
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Term
Calling a patient with lab test results is part of a process known as |
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Definition
following up test results |
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Term
what is the first step in finding a missing chart? |
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Definition
double check the location where the file should have been filed |
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Term
all interactions with patients and the physician or other medical office or clinic personnel must be documented in the patient's chart |
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Definition
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Term
over the counter meds do not need to be recorded in the patient's chart |
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Definition
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|
Term
a deceased patient's file should be removed from the filing system immediately on their death and transferred to a deceased patient storage area |
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Definition
F (it should be delayed until all requests for forms have been completed) |
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Term
The SOAP process of charting is more complicated then other methods of charting, makes the chart harder to review, and hinders thte follow-up of all problems the patient may have |
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Definition
F (it makes the chart easier to review and helps in the follow-up of all problems the patient may have) |
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Term
which of the following is the simplest and most common filing system? |
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Definition
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|
Term
files are usually urged from an active filing status when they have been inactive for 5 or more years |
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Definition
F (Patient files are generally purged from an active status if the patient has not been seen in 2 years or more) |
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Term
which of the following is one of the important purposes of a complete medical record?
a. tracking missed appointments b. financial history c. documentary evidence |
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Definition
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Term
if a physician orders diagnostic testing for a patient that will not be performed in his or her office or clinic, it is imperative that the physician refer the patient to a participating provider of the patient's insurance company. Failure to do so will result in the physician being responsible for the cost of the diagnostic test. |
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Definition
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Term
Lawrence Weed, MD, introduced the POMR method of medical record keeping in the 1970s. What does the abbreviation POMR stand for? |
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Definition
Problem-oriented medical record |
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Term
which of the following is NOT considered objective information in a patient's chart?
a. X-rays b. medical history c. lab results |
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Definition
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Term
if an error has been made in documenting information in a patient's chart, the error should be corrected using opaque correctin fluid and a red pen |
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Definition
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Term
which one of these examples is not considered part of a complete medical office or clinic record?
a. DNR order b. patient information c. treatment notes |
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Definition
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Term
all office records should be kept in closed files when not in use |
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Definition
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Term
the laws and regulations governing medical recordsvary from state to state, but usually medical records are kept for 3 to 7 years |
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Definition
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Term
information in a medical record is classified as subjective or objective |
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Definition
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|
Term
the introduction of HIPAA in 1996 caused many changes in how the medical office protects patient's medical information |
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Definition
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|
Term
When filing documents in patient charts indexing the documents first speeds up the process |
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Definition
F (sorting the materials to be filed helps speed up the process of filing) |
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Term
Out-guides are used to temporarily replace folders that have been removed from a filing system |
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Definition
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Term
which one of the following is NOT a step used when filing?
a. storing b. coding c. copying |
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Definition
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Term
insurance companies routinely send representatives to perform chart audits |
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Definition
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|
Term
to prevent an injury from occurring when filing charts in a filing drawer, it is best to place files in the top drawer first |
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Definition
F (it is best to place files in the bottom drawer first to help avoid the possibility of injury) |
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Term
In demonstrating compliance with the HIPAA Security Ruling within a workplace, documentation is not one of the categories reviewed during an audit. |
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Definition
F (Documentation is one of the categories that is reviewed during a HIPAA Security Ruling audit) |
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Term
what should be included in a complete and detailed medical record? |
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Definition
patient information and diagnostic reports |
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Term
the correct body mechanics for holding an object would be to hold the item at arm's length with the elbows locked |
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Definition
F (hold the object close to the body) |
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Term
all documentation including chart notes in a patient's medical record is considered part of the permanent record |
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Definition
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|
Term
what date did the HIPAA privacy standards for all medical data became effective? |
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Definition
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|
Term
first names that are abbreviated should be indexed as if they were spelled out in full. |
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Definition
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Term
|
Definition
The organization and storage of all kinds of records |
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Term
|
Definition
Alphabetic filing: 1. Names of People 2. Names of Businesses and Organizations 3. Government names 4. Addresses
Alphabetic correspondence filing: Subject correspondence filing
Electronic filing
Geographic filing
Numeric filing |
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Term
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Definition
The way the names in the white pages of a telephone directory are organized |
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Term
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Definition
names that arranged according to area or location |
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Term
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Definition
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Term
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Definition
the way personal checks are often arranged |
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Term
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Definition
names are arranged like this in the yellow pages of the phone book |
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Term
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Definition
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Term
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Definition
evidence or documentation of an organization's activities |
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Term
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Definition
|
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Term
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Definition
arranging names in alphabetic order |
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Term
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Definition
refers to whether it is capitalized or not/ in small or large letters |
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Term
|
Definition
the mental process of deciding which name or heading under which a record is to be filed as Unit 1, Unit 2, and so on |
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Term
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Definition
the name or heading under which a record is filed |
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Term
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Definition
a sheet of cardboard used to separate sections of a file |
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Term
|
Definition
a piece of cardboard, plastic, or metal attached to the top of a guide |
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Term
|
Definition
the part closest to you when you are working with the file |
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Term
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Definition
the part of the file farthest from you when you are working with the file |
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Term
rule for arranging names in alphabetic order |
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Definition
nothing comes before something |
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Term
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Definition
used when a record might be filed under more than one caption |
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Term
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Definition
approved by giving initials |
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Term
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Definition
checking to see that correspondence is released or approved for filing. |
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Term
|
Definition
inspecting, indexing, coding, sorting, and storing |
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Term
|
Definition
the process of identifying on a piece of correspondence the caption under which that correspondence will be filed |
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Term
|
Definition
arrange in alphabetic order according to the captions |
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Term
|
Definition
|
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Term
|
Definition
piece of heavy cardboard that is used to separate the major alphabetic sections of a file |
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Term
each primary guide is placed |
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Definition
beginning of an alphabetic section |
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Term
|
Definition
last folder in a section( it follows all the individual folders) |
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Term
|
Definition
is a container for records about one correspondent or subject |
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Term
There are six of these folders, two behind each primary guide |
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Definition
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|
Term
there are three of these folders |
|
Definition
primary folder and miscellaneous folder |
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Term
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Definition
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Term
|
Definition
where business records are stored |
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Term
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Definition
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Term
|
Definition
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Term
|
Definition
Personal Name with Prefixes |
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Term
|
Definition
Hyphenated Personal Names |
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Term
|
Definition
Abbreviations of Personal Names |
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Term
|
Definition
Personal Names with Titles and Suffixes |
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Term
When indexing the name of a person arrange the units in this order |
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Definition
last name, first name or initial, middle name or initial |
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Term
|
Definition
part of the name it precedes |
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Term
Ignore any apostrophe or space that appears within or after the prefix |
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Definition
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|
Term
Consider a hyphenated first, middle, or last name as one unit |
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Definition
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|
Term
Abbreviated and shortened forms of personal names are indexed are written |
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Definition
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|
Term
Titles & Suffixes When used with a person's name, it is the last indexing unit when needed to distinguish between 2 or more identical names |
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Definition
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|
Term
|
Definition
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|
Term
Title & Suffixes Index as written |
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Definition
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|
Term
the 5 ways to arrange records in files |
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Definition
Alphabetically By Subject Chronologically Numerically Geographically |
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Term
|
Definition
evidence or documentation of an organization's activties |
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Term
|
Definition
|
|
Term
|
Definition
each part of the name of a person, organization, or company that is used to arrange the name in alphabetic order |
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Term
|
Definition
Berg, Chung, and Dodge are an example |
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Term
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Definition
whether it is capitalized or not capitalized/ |
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Term
|
Definition
iit makes no difference whether a letter is uppercase or lowercase |
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Term
|
Definition
the mental process of deciding under which name, or heading, to file a record |
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Term
|
Definition
the name or heading under which a record is filed |
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Term
|
Definition
a sheet of cardboard used to separate section of a file |
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Term
|
Definition
a piece of cardboard, plastic, or mental attached to the top |
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Term
|
Definition
is not considered in indexing |
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Term
|
Definition
part of the file closest to you when you are working with the file |
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Term
|
Definition
part of the file farthest to you |
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|
Term
nothing comes before somthing |
|
Definition
rule for arranging names in alphabetic order |
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Term
|
Definition
|
|
Term
what to do if two names are identical |
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Definition
use the address to determine the filing order |
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Term
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Definition
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|
Term
Commonly used abbreviation
Charles |
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Definition
|
|
Term
Commonly used abbreviation
Elizabeth |
|
Definition
|
|
Term
Commonly used abbreviation
George |
|
Definition
|
|
Term
Commonly used abbreviation
James |
|
Definition
|
|
Term
Commonly used abbreviation
Joseph |
|
Definition
|
|
Term
Commonly used abbreviation
Robert |
|
Definition
|
|
Term
Commonly used abbreviation
William |
|
Definition
|
|
Term
Commonly used titles
Captain |
|
Definition
|
|
Term
Commonly used titles
Doctor |
|
Definition
|
|
Term
|
Definition
checking to see that correspondence is ready to be filed |
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|