Information Governance & Standards

SCANNING TO THE RECORD OR TO THE ACCOUNT

  • 1.  SCANNING TO THE RECORD OR TO THE ACCOUNT

    Posted 09-18-2018 18:13
    We now have the capability to scan to the record, the account or both.  I was looking for PRO's and CONS of scanning to the record in regards to processes, release of information etc.  We currently scan to the account level.

    Thanks

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    Kimberle Johnson
    [Director HIM/Privacy and Compliance Officer]
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  • 2.  RE: SCANNING TO THE RECORD OR TO THE ACCOUNT

    Posted 09-19-2018 10:40
    ​We made the decision years ago to scan ROI to the parent (record) level versus the account level.  This just made sense for reasons such as ease of finding, spanning multiple dates, etc.  We have not had any problems with this.

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    Janice Wiens
    Director, HIM
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  • 3.  RE: SCANNING TO THE RECORD OR TO THE ACCOUNT

    Posted 09-19-2018 14:17
    ​Janice is that all you scan to the record level is release of information?  They are wanting all copies we receive from other facilities scanned to the record level.

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    Kimberle Johnson
    [Director HIM/Privacy and Compliance Officer]
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  • 4.  RE: SCANNING TO THE RECORD OR TO THE ACCOUNT

    Posted 09-25-2018 14:47
    The pros and cons may depend mostly on your specific EHR platform, especially how it categorizes or classifies documents that are scanned into it.  Some quality metrics, like 'Closing the Referral Loop", frequently rely on the EHR recognizing a specific document type at a specific place (or name) in the patient's EHR record to recognize completion of that measure.  Other similar EHR-worklows are also dependent on recognizing a document by name/type, so it can be critical to have formal policies in place that are easily understood by clinical staff who are working the patient charts as well as business office staff that also access patient records.  I would consider asking your EHR vendor for guidance on or find other clients on the same platform and see what issues they have encountered.  Hope this helps!

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    A. Andrews Dean
    Healthcare Informaticist & Health IT Consultant
    aandrewsdean@gmail.com / www.linkedin.com/in/aadean
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