Fillable Competency Checklist Procedure 262 Use an Alphabetic Filing (Cengage)

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Competency Checklist Procedure 262 Use an Alphabetic Filing (Cengage)

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© 2017 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Name: __________________________________________ Date: _____________ Score: _____________
Competency Checklist
Procedure 26–2 Use an Alphabetic Filing System
ABHES Curriculum
MA.A.1.4.a Follow documentation guidelines
CAAHEP Core Curriculum
VI.P.5 File patient medical records
Task: Following the steps listed in the procedure, within an alphabetic filing system, accurately file
and store a new file and then prepare an OUTguide and pull an existing file.
Supplies & Conditions: Items to be filed, cabinet for files, name of patient file to be pulled, OUTguide (card).
Standards: A maximum of three attempts may be used to complete the task. The time limit for each attempt
is 10 minutes, with a minimum score of 70 percent. Scoring: Determine student’s score by
dividing points awarded by total points possible and multiplying results by 100.
EVALUATION
Evaluator Signature: Date:
Evaluator Comments:
447
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© 2017 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Name: __________________________________________ Date: _____________ Score: _____________
Procedure 26–2 Steps
Start Time: End Time: Total Time:
Steps
Possible
Points
First
Attempt
Second
Attempt
Third
Attempt
File a New Item
1. Use the rules for filing items alphabetically. 15
2. Determine the appropriate storage file. 15
3. When filing new material, scan the guides for the
area nearest the letters of the name on the items you
have to file.
15
4. Place the folder in the correct alphabetic order
between two files.
15
Pull an Item from Existing Files
5. Find the name of the patient in the alphabetic file.
Double-check the spelling of the name for
accuracy.
15
6. Complete the OUTguide with the date and your
name or with the name of the person requesting
the chart.
15
7. Pull the file needed and replace with the
OUTguide.
15
Points Awarded / Points Possible _____/
105
448
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Competency Checklist Procedure 262 Use an Alphabetic Filing (Cengage)

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Completed 9 June 2021

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