Electronic Health Records

Understanding the Medical Office Workflow


  • Rick Schanhals

Learn important front office, back office, and clinical EHR skills - all from one book! Using detailed pictures and easy-to follow explanations, this helpful resource teaches you how to perform a wide range of tasks using modern medical office software and electronic health records (EHRs). Specifically, you’ll learn how to add new patients, schedule appointments, contact providers, discharge patients, process referrals, bill, code, process refunds, chart patient data, and much more to fully prepare you for work in today’s medical office environment. Includes online access to Medtrak Systems.
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Book information

  • Published: August 2012
  • Imprint: SAUNDERS
  • ISBN: 978-1-4557-5022-1

Table of Contents

  1. Introduction to the Electronic Health Record
  2. Medical Clinic Workflow
  3. Adding Patients
  4. Helpful Tips and Navigation
  5. Attaching Payers to a Patient
  6. Scheduling
  7. Patient Registration
  8. Clinic Status Screen
  9. Nursing Intake
  10. Initial Contact (Physician)
  11. Open Orders Processing
  12. Out the Door (Overview)
  13. Additional Orders (Physician)
  14. Referrals (Physician)
  15. Diagnosing (Physician)
  16. Patient History and Physical Exam (Physician)
  17. Prescribing (Physician)
  18. Aftercare Instructions (Physician)
  19. Evaluation and Management (Physician)
  20. Nursing Discharge
  21. Payment Collection (Front Desk)
  22. Pending Results
  23. Unbilled Charges
  24. Posting Charges to a Bill
  25. Printing Bills
  26. Payment Processing
  27. Accounts Receivable
  28. Collection Activity
  29. Refunds

Appendix A: Front Desk Case Studies

Appendix B: Clinical Case Studies

Appendix C: Administrative and Charting Case Studies

Appendix D: Billing and Coding Case Studies