• Centralized or decentralized records management
• Creation of new records—record format
• Type of filing system:
o Basic rules of the system
o Examples to clarify names or numbers that might be confusing in
that system
•
Temporary and permanent insertion of loose forms and care
reports:
o Handling clinical data that a doctor needs to see
o Handling administrative data that a doctor does not need to see
• Storage for patient files:
o Short-term (patient returns in 2 to 3 days)
o
Permanent (patient is not due back soon but is currently under
care)
o
Archive (patient record has not been used for some time)