Medical Records Procedures & Operations

Medical Record Procedures & Operations

Central Registration System

·       A centralized mechanism for recording all patients (new and returning) to avoid duplication, improve patient identification, and streamline services.

Functions:

    • Issue Unique Hospital Identification Number (UHID) to each patient.
    • Record demographic details: name, age, gender, address, contact.
    • Maintain a Master Patient Index (MPI).
    • Coordinate with departments for department-specific registration.

Process:

    • New Patient: Fill registration form → UHID generation → Record entered into system.
    • Old Patient: Use UHID or name search → Retrieve record → Update details if needed.

Benefits:

    • Reduces duplication and errors.
    • Faster service delivery.
    • Ensures integrated care by linking all visits to a single UHID.

Appointment System

  • Types of Appointments:
    • Walk-in
    • Pre-scheduled (manual or digital)
    • Referral-based
  • Methods:
    • Manual (registers/appointment books)
    • Telephone
    • Online portals / hospital apps
  • Key Features:
    • Scheduling as per doctor’s availability.
    • Rescheduling/cancellation options.
    • SMS/Email reminders.
    • Integration with central registration.
  • Advantages:
    • Reduced waiting time.
    • Streamlined patient flow.
    • Efficient resource use.

Services Covered by MR Department

A. Outpatient Department (OPD):

  • Registration & identification of new/returning patients.
  • Maintenance of OPD case files.
  • Coding and indexing of diagnosis.
  • Summary statistics (daily/monthly/yearly).

B. Emergency & Accident Cases:

  • Immediate registration with emergency code.
  • Creation of preliminary record on arrival.
  • Handover to MRD after stabilization/discharge for proper record completion.

C. Inpatient (IPD) Admissions:

  • Receive admission slip from ward.
  • Initiate inpatient file with:
    • Admission form
    • Consent forms
    • Initial clinical notes
  • Assign a file number and send file to ward.

D. Wards:

  • Regular file updates from wards.
  • Monitor documentation completeness (progress notes, vitals, investigations, etc.).
  • Collect files after discharge for final processing.

Processing of OPD & IPD Records

A. OPD Records:

  • Collected daily after clinics close.
  • Check for completeness of:
    • Clinical notes
    • Diagnosis
    • Investigations
  • Enter data into system.
  • Code and index based on ICD.
  • File in OPD record section.

B. IPD Records:

  • Collected after patient discharge.
  • Ensure inclusion of:
    • Admission sheet
    • Treatment chart
    • Progress notes
    • Lab/radiology reports
    • Discharge summary
  • Code and index diagnoses and procedures.
  • Review for completeness and accuracy.
  • Enter into Hospital Information System (HIS).

Medical Statistics Compilation

  • Types:
    • Daily, monthly, and annual reports.
    • Department-wise statistics: OPD visits, IPD admissions, surgeries, deaths, etc.
    • Disease frequency reports.
    • Hospital performance indicators.
  • Uses:
    • Quality control
    • Research & audits
    • Government reporting
    • Resource planning

File Retrieval System

  • Objective: Provide quick access to records when needed for:
    • Follow-up visits
    • Clinical care
    • Legal/investigative purposes
    • Research and audits
  • Retrieval Methods:
    • Manual (number-based storage)
    • Barcode/RFID tagging
    • Electronic indexing (using HIS)
  • File Tracking:
    • Issue register (manual) or
    • Digital log of file movement (to wards, doctors, legal dept.)
  • Best Practices:
    • FIFO (First In, First Out) for shelving.
    • Immediate re-filing after use.
    • Use of color-coded files for easy identification.

X-ray & Imaging Records Management

  • Traditional X-rays:
    • Stored physically in MR Library or Radiology archive.
    • Indexed by UHID or film number.
  • Digital Imaging (PACS):
    • Linked to patient ID.
    • Viewed/accessed through HIS.
  • Integration:
    • X-ray reports attached to medical record file.
    • Films (if needed physically) retrieved along with MR file.

Medical Record Library (MRL)

  • Central storage area for all patient medical records after completion.

Operations:

  • Receive completed files from all departments.
  • Arrange files in a numerical or terminal digit order.
  • Ensure proper coding, indexing, and filing.
  • Maintain file issue and return registers.
  • Manage file retention and disposal as per policy.

Storage Systems:

  • Open shelves or compactors.
  • Fireproof, pest-free, and temperature-controlled environment.
  • Digital archiving (scanned documents or EHR).

Retention Schedule:

  • Based on hospital policy or statutory norms (e.g., 3–10 years or longer for MLC cases).

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