When scanning documents, do the following:
1. Save documents with the patient’s name (last name, first name).
2. Add additional information for each document as follows:
• X-rays/ultrasound/medical imaging – If there is a summary, comment, or impression, include this information. If this information does not exist, you must type in the report text.
Note Sometimes two or more areas are reported on one x-ray report. It is important that staff record both and bold each area, so the physicians can see both easily.
• Consult from a physician – Add the physicians name.
• Reports or records faxed to a lawyer or insurance company – Add the date received, who the request was from, and what date it was faxed or mailed. The message can be archived right away as the physicians have seen it.
• ECG Reports – Add whether the report is Normal or Abnormal and any comments.
• Walk In Clinic Reports – Add the physician’s name if legible or the name of the clinic and the reason for visit.