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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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