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PS-101
Records Request Preparation

Proper documentation and case management is essential to the success of this process for your patient, involved payers and other treating physicians.

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Every office will at some time receive a request for medical records. They come in all shapes and sizes; from Medicare, other third-party payers, attorneys and other providers just to name a few. It is a form of communicating the treatment of a patient and the results of that treatment. Proper documentation and case management is essential to the success of this process for your patient, involved payers and other treating physicians. This lesson is designed to help you and your team properly analyze, assemble and produce the most comprehensive records possible.

  • How to evaluate why a records request occurred and what it means for the doctor
  • Create a cover sheet to condense the most important factors for consideration by the auditor
  • Why team members can assemble the records packet to send out, but the doctor must always be the ‘final sign off’ before it leaves the office
  • To create proper policy and procedure to ensure records always represent the highest level of case management

Records Request Preparation Implementation Guide

Fact Sheets:

  • How to Respond to a Request for Records
  • Using a Case Summary Template
  • Standard Abbreviations

Quick Byte Concept:

  • Doctor’s Final Review of Records

Rapid Tutorial:

  • Prepare for a Records Request Like a Boss

Sample Policy:

  • Medical Records Request

Support Tools:

  • Case Summary Template
  • Signature Verification Form
  • Responding to a Records Request
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