Name: ________________________________________
Date: _________________________________________
POINT VALUE
✦ = 3–6 points
✶ = 7–9 points
GRADED
TRIAL
# 1
GRADED
TRIAL
# 2
NOTES
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
here.
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,
Megan.)
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.].)
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