You have been hired as the records manager


1. Final Project: Records Management Presentation 

You have been hired as the records manager for Happy Health Medical Clinic, a medium-sized, general practice about to start up business. Whereas this medical facility hopes to have everything computerized at some point in the future, that is not currently the case. Therefore basic patient information is located on the computer, but medical information is only found in paper files. Your facility stores, circulates and updates patient records internally for six doctors, and traffics them up one floor to an X-ray department-in other words, you loan records, but you do not borrow them. Because the X-ray facility is in partnership with Happy Health, you send actual patient files up to X-ray, not copies, and it is important to get the files back. 

Resource: Appendix A, Materials Forum 

Create a 12-to-15-slide PowerPoint® presentation outlining standard records management procedures for the employees who work for Happy Health Medical Clinic. Your presentation should include:
o Introduction and conclusion slides, 
o Detailed speaker's notes. The speaker's notes must describe the bulleted items on the slide and provide rationale for policy decisions. Include one or more complete paragraph of speaker's notes per slide. 
o Cite outside references used, if any, according to APA format. 

Include the following information in your presentation: 
? The importance of getting new information into a patient's record as timely as possible 
? Not duplicating medical records for the same person 
? How to know at all times where a record is located as you write practical, how-to procedures to cover the following aspects of records management: 
? Indexes for administering health care information 
? Centralized or decentralized records management 
? Creation of new records-record format 
? Type of filing system: 
Basic rules of the system 
Examples to clarify names or numbers that might be confusing in that system 
? Temporary and permanent insertion of loose forms and care reports: 
Handling clinical data that a doctor needs to see 
Handling administrative data that a doctor does not need to see 
? Storage for patient files: 
Short-term (patient returns in 2-3 days) 
Permanent (patient is not due back soon but is currently under care) 
Archive (patient record has not been used for some time) 
? Physical circulation of records within your facility, and between your facility & X-ray: 
Routing and tracking records within areas of your department & out to X-ray 
Storing lab reports that come in when a patient's file is at X-ray 
? Retention schedule-destruction of records 
? File security 
? Legal and ethical responsibilities 

Presentation Grading Form for Records Management Presentation, Due in Week Nine

Additional Comments:
All key elements of the assignment are covered in a substantive way. The student describes: · Indexes for administering health care information· Centralized or decentralized records management· Creation of new records-record format· Type of filing systemo Basic rules of the systemo Examples to clarify names or numbers that might be confusing in that system· Temporary and permanent insertion of loose forms and care reports o Handling clinical data that a doctor needs to seeo Handling administrative data that a doctor does not need to see · Storage for patient files:o Short-term (patient will return in 2-3 days)o Permanent (patient is not due back soon but is currently under care)o Archive (patient record has not been used for some time)· The physical circulation of records within the facility, and between the facility and X-rayo Routing and tracking records within areas of the department and out to X-rayo Storing lab reports that come in when a patient's file is at X-ray · Retention schedule-destruction of records· File security· Legal and ethical responsibilities · Presentation consists of 12 to 15 slides appropriate for the speaker's audience.
The content is comprehensive, accurate, and persuasive.· Presentation includes visual aids and utilizes elegant graphics.· Text is limited to approximately five lines per slide, approximately five words per bulleted item.· Appropriate font sizes are used.· Detailed speaker's notes explain bulleted items and rationale behind policy decisions.· The presentation includes at least one complete paragraph of detailed speaker's notes per content slide.
The presentation develops a central theme or idea directed toward the appropriate audience.
The presentation links theory to relevant examples of current experience and industry practice and uses the vocabulary of the theory correctly.
Major points are stated clearly; are supported by specific details, examples, or analysis; and are organized logically.
The introduction provides sufficient background on the topic and previews major points.
The conclusion is logical and reviews the major points.

Additional Comments:
Slide transitions are logical and maintain the flow throughout the presentation.
The tone is appropriate to the content and assignment. 
Sentences are clear and concise.

Additional Comments:
Citations of original works within the body of the presentation follow APA standards.
The presentation is laid out with effective use of headings, font styles, and white space.
Rules of grammar, usage, and punctuation are followed.
Spelling is correct.

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