GRADED
TRIAL
# 1
GRADED
TRIAL
# 2
NOTES
Electronic Records
1. ✦ Log in to the EHR software using
the username and password
previously created.
2. ✦ Select the menu item to create a
new patient or a new chart.
3. ✶ Refer to the patient registration
form to complete the patient
information requested on the
screen, such as name, address,
birthdate, and so on.
4. ✶ Save the information.
5. ✶ Visually confirm that the record
has been created by the EHR
system.
6. ✦ Identify the medical record
number. Write it on the patient
registration form.
7. ✦ Scan in or link any existing
information, paperwork,
documentation, etc. according to
procedures for the EHR software.
8. ✶ Save the medical record and sign
out of the system.
Paper Records
1. ✶ For paper medical records,
identify the medical record
number following oce
procedures and write it on the
patient registration form.
2. ✦ Insert the patient registration form
in the designated location in the
front of the file.
3. ✦ Create a file folder label with the
patient’s medical record number or
name, following oce procedures.
Name: ________________________________________
Date: _________________________________________
POINT VALUE
✦ = 3–6 points
✶ = 7–9 points
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