✦ = 3–6 points
✶ = 7–9 points
1. ✦ Locate medical record ﬁles or
medical record room.
2. ✦ Observe the name on the record
to be ﬁled.
3. ✦ Records are ﬁled in alphabetic
order by last name ﬁrst, then
ﬁrst name, then middle name or
initial. Each letter in the name is
a separate unit. Locate the set of
records containing the same last
name as the record to be ﬁled.
4. ✦ Within the set of records
containing the same last name as
the record to be ﬁled, locate the
records with the same letter of the
ﬁrst name as the record to be ﬁled.
5. ✦ Using the alphabet as a guide,
place the record to be ﬁled after
the record that comes before it in
the alphabet but before the record
that comes after it in the alphabet.
6. ✶ A name with only an initial ﬁrst
name is ﬁled before a full name.
(Brown, H. is ﬁled before Brown,
Henry.) The ﬁling rule “Nothing
before something” is a useful tool
7. ✶ Hyphenated names are treated as
one unit. (Mary Freeman-Smith is
indexed as Freemansmith, Mary.)
8. ✦ Disregard apostrophes. (Megan
O’Connor is indexed as Oconnor,
9. ✶ Titles and initials are disregarded
for ﬁling, but placed in
parentheses after the name.
(Dr.Beth Ann Williams is indexed
as Williams, Beth Ann, [Dr.].)
Procedure_09-1 to 13-6.indd Page 88 26/04/17 11:11 AM f-424 /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...