Question
WORKFLOWFORAPRIMARYCARECLINICWITHAPAPERMEDICALRECORDThetypicalworkflow forapatientvisitatthisprimarycareclinicbeginswiththepatientintakeportionwhichincludestherequest forappointment,patientregistration,historytakingandbeginningtheclinicalexam.Thepatientcontactsthe clinicforanappointmentviaphonecallorinpersonforawalkinappointment,takenasavailable.Inboth instances,thereceptionistcollectsdemographicdatafromthepatient,includingdateofbirth,age,address, socialsecuritynumber,emergencycontactsandinsuranceproviderinformation.Thisinformationisentered intothedemographicandinsurancecomponentoftheclinicselectronicregistrationsystem.Newpatients arescheduledforafortyfiveminuteappointmentandreceiveauniquepatientidentificationnumber(ptID). Thisnumberremainsthesameforthelifeofthepatientattheclinic.Areturningpatientsinformationis retrieved,includingtheptID,andisscheduledforatwentyminuteappointment.Afterthepatientis scheduledandregistrationiscomplete,anewpaperchartisdevelopedbythefileclerkandtheregistration informationisprintedandplacedinthechart.Ifthepatientisareturningpatientthefileclerkpullsthe existingpaperrecordfromthefileroom,updatesthedemographicinformationandthenplacesthechartin thependingchartsbin.Thedaybeforethepatientarrivesfortheirappointment,thefileclerkplacesthe paperchartatthefrontdesksothatitisavailablewhenthepatientarrivesfortheirappointment.Uponthe patientsarrival,thereceptionistqueriesthepatientssocialsecuritynumberandverifiesthepatients identitywiththeirlastandfirstname.Demographicinformationisvalidatedorupdatedintheregistration system.Thepatientthenreceivesapaperencounterform,requestinginformationonpastmedicalhistory, currenthealthconcernsandreasonsforvisit,tobecompletedwhilewaitingtobeplacedinanexamroom. Inthemeantime,thenurseisalertedthatthepatienthasarrivedandwhenavailable,roomsthepatientinan examroomintheclinic.Thesecondportionoftheworkflowincludes:thephysiciansphysicalexam,patient laboratory,radiologicandothertesting,andpatientdischarge.Oncethepatientisintheexamroom,the nursereviewsthecompletedencounterform,obtainsthepatientsvitalsignsandentersthepatientschief complaintandotherrelevantdataintothepaperrecord.Afterthenursecompletesthesetasks,the physicianbeginshisencounterwiththepatientandcompletestheexam.Thephysiciandocumentsthe
WORKFLOWFORAPRIMARYCARECLINICWITHAPAPERMEDICALRECORDThetypicalworkflow
forapatientvisitatthisprimarycareclinicbeginswiththepatientintakeportionwhichincludestherequest
forappointment,patientregistration,historytakingandbeginningtheclinicalexam.Thepatientcontactsthe
clinicforanappointmentviaphonecallorinpersonforawalkinappointment,takenasavailable.Inboth
instances,thereceptionistcollectsdemographicdatafromthepatient,includingdateofbirth,age,address,
socialsecuritynumber,emergencycontactsandinsuranceproviderinformation.Thisinformationisentered
intothedemographicandinsurancecomponentoftheclinicselectronicregistrationsystem.Newpatients
arescheduledforafortyfiveminuteappointmentandreceiveauniquepatientidentificationnumber(ptID).
Thisnumberremainsthesameforthelifeofthepatientattheclinic.Areturningpatientsinformationis
retrieved,includingtheptID,andisscheduledforatwentyminuteappointment.Afterthepatientis
scheduledandregistrationiscomplete,anewpaperchartisdevelopedbythefileclerkandtheregistration
informationisprintedandplacedinthechart.Ifthepatientisareturningpatientthefileclerkpullsthe
existingpaperrecordfromthefileroom,updatesthedemographicinformationandthenplacesthechartin
thependingchartsbin.Thedaybeforethepatientarrivesfortheirappointment,thefileclerkplacesthe
paperchartatthefrontdesksothatitisavailablewhenthepatientarrivesfortheirappointment.Uponthe
patientsarrival,thereceptionistqueriesthepatientssocialsecuritynumberandverifiesthepatients
identitywiththeirlastandfirstname.Demographicinformationisvalidatedorupdatedintheregistration
system.Thepatientthenreceivesapaperencounterform,requestinginformationonpastmedicalhistory,
currenthealthconcernsandreasonsforvisit,tobecompletedwhilewaitingtobeplacedinanexamroom.
Inthemeantime,thenurseisalertedthatthepatienthasarrivedandwhenavailable,roomsthepatientinan
examroomintheclinic.Thesecondportionoftheworkflowincludes:thephysiciansphysicalexam,patient
laboratory,radiologicandothertesting,andpatientdischarge.Oncethepatientisintheexamroom,the
nursereviewsthecompletedencounterform,obtainsthepatientsvitalsignsandentersthepatientschief
complaintandotherrelevantdataintothepaperrecord.Afterthenursecompletesthesetasks,the
physicianbeginshisencounterwiththepatientandcompletestheexam.Thephysiciandocumentsthe
examandwritesorders,includingmedications,lab,radiologyandreferralsinthechartaftertheencounteris
completed.Ifthephysicianwritesanorderformedication,sheprovidesawrittenprescriptiontothepatient
beforetheyleavetheexamroom.Thephysicianthenflagsthechart(toindicatethatthecharthasorders)
andthenreturnsittothenurse.Uponcompletionofthevisitthepatientstopsattheclinicfrontdeskand
schedulesanyreturnvisit.Thenursethenexecutestheorders(facilitatesschedulingoflab,radiology,
medicationprescriptionsandsoforth).Whenlabandradiologyresultsareready,theyareprintedtothe
clinicsprinterandthenursethenplacestheprintedresultsintothechart.Patientsarecalledwithany
abnormallabandradiologyresultsorsentaletterstatingresultsarewithinnormallimits.Whenpatients
needprescriptionsrefilled,theycontactthereceptionistwhothenplacesahandwrittennoteatthenurses
stationintheclinic.Thenursethenplacesthenoteinthepatientschartandplacesitinabinforthe
physiciantoreviewattheendoftheday.Oncethephysicianwritestherefillprescription,sheplacesthe
chartinthebinandthenursecontactsboththepharmacyandpatient.
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