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Which of the following is a guideline for arranging files in alphabetical order?


A) Treat all parts of a patient's name as one unit
B) Treat a prefix as a separate unit
C) Treat a title as the last filing unit
D) Treat a hyphenated name as a single unit
E) Place initials after a full name spelled out

F) B) and C)
G) A) and D)

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Prior to moving records to an off-site ________ facility, you need to be sure the records will be secure, accessible, and safe.

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What should you use when you need to distinguish files within a filing system?


A) Terminal digit filing
B) Color-coding
C) Numeric filing
D) Middle digit filing
E) Classifications

F) A) and B)
G) A) and C)

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When inspecting a document that is smaller than standard size, which of the following should be done prior to filing?


A) Secure the material with paper clips
B) Place it in a standard-size sheet protector
C) Add a note to the tab of the folder for easy recognition
D) Place a rubber band around it
E) Code the document to be sure it is filed properly

F) A) and D)
G) C) and E)

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Which step in the filing process can be skipped when filing patient records that have previously been filed?


A) Indexing
B) Sorting
C) Coding
D) Storing
E) Inspecting

F) A) and B)
G) A) and D)

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What does a retention schedule detail?


A) The way a patient record is created, filed, and maintained
B) The order in which patient records are kept
C) Any activity that needs to be scheduled ahead of time
D) When files should be moved to a storage area and how long they should be kept
E) How long individual items are kept in a patient's medical record

F) A) and B)
G) C) and D)

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Which of the following specifies how long to keep different types of patient records in the office after the files have become inactive or closed?


A) Record management system
B) Retention schedule
C) Indexing rules
D) Filing guidelines
E) Tickler file

F) C) and D)
G) A) and B)

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Files of patients who have died, moved away, or for some reason no longer consult the office are considered ____.


A) inactive files
B) suspended files
C) closed files
D) eliminated files
E) retained files

F) None of the above
G) C) and D)

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Which step of the filing process will save time when returning files to their proper places?


A) Indexing
B) Coding
C) Sorting
D) Inspecting
E) Storing

F) A) and B)
G) C) and E)

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Which of the following features is necessary for storing files?


A) A site that is kept cold
B) Cardboard storage containers
C) A site that is below ground
D) A site that is kept locked
E) A site that offers easy patient access

F) C) and E)
G) A) and B)

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Inspecting or __________ of records is the first step in the process of making sure items are ready to file.

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What constitutes an active file, as opposed to an inactive file?


A) A patient's file is active if she has been seen within the last 6 months.
B) The criteria are established by each individual practice.
C) Patients must be called and asked if they want their files closed.
D) A patient's file becomes inactive when the patient dies.
E) A patient's file becomes inactive after 7 to 10 years.

F) A) and E)
G) A) and C)

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Numeric systems are known as _______ filing systems.


A) direct
B) indirect
C) chronological
D) terminal
E) middle digit

F) B) and E)
G) A) and E)

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When labeling medical records for an alphabetic filing system, which of the following sequences should you use?


A) Title, last name, first name, middle name
B) Last name, first initial, title
C) First name, middle name, last name, title
D) Last name, first name, middle name, title
E) First name, last name, title, middle initial

F) C) and D)
G) All of the above

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