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It serves the purpose of continuing reference for staff, training and orientation guide for new health workers and act as a risk management tool to minimize or mitigate liability exposure in the office environment (Roberts, 1976, 3-18). Table of Contents 1. OSHA Act 2. Patient Relations a. Rights and Responsibilities of the patient b. Obtain Patient Information c. Appointments d. Use of Sign in Sheets e. Calling patients from the waiting room f. Noncompliant patients g. Missed appointments h.
General patient complaints i. Employee-patient conflicts j. Patient allegations of abuse by employees k. Termination of the physician patient relationship. 3. Communication a. Accommodating reasonable requests for privacy b. Translation services c. Telephone procedures d. Telephone security measures e. Third-party calls about patients f. E-mail g. Tracking consultations and diagnostic procedures i. Coverage and taking calls ii. Quick reference guide 4. Risk management a. Privacy basics i. Introduction to privacy policies and procedures ii. . Records processing, receiving, sending and disposal. ix. Computer workstation use and security c.
Office and patient safety i. General safety and sanitation ii. Patient injuries iii. Employee reporting on injury iv. Reporting on accident or incident v. OSHA resources vi. Standards for hazard communication vii. Log 300 for OSHA viii. Prevention of workplace violence ix. Action plans for Emergencies 1. First Aid and medical services 5. Medical Records a. Guidelines for medical records b. Electronic records c. Treatment consent d. Patient medicine documentations e. Destruction & retention of medical records f.
Document or medical record storage g. Advance directives h. Protocol for chart review 6. Release of patient information a. Medical records release b. Limited data set records c. Disclosure of accounting d. Information release under authorization e. Information release under permissive disclosure f. Disclosure to families and loved ones g. Mental health care records disclosure h. Communications regarding minors i. Mandatory disclosures j. HIV reporting k. Suspected abuse, neglect, and exploitation l.
Reportable diseases 7. Financial operations a. Procedures for Internal controls b. Billing compliance c. Petty cash d. Collecting at the time of service e. Advance beneficiary notice f. Insurance coverage waiver g. New patient registration h. Insurance validation i. Office encounter forms j. Off-site encounter forms k. Coding l. Charge entry m. Claim edits n. Billing plans o. Settlements p. Bankruptcy q. Deceased patient r. Estates s. Bad address t. Patient billing u. Collection agency v. Non-sufficient funds w.
Financial assistance x. Discounts y. Budget plan 8. Insurance coverage’s a. Insurance coverage’s b. Incident to c. Skilled nursing facilities d.
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