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RE: Alternate Chart Filing Methods

We have 4 colored stickers on the tab end of the chart folder. Two are
the year (i.e. 99, 00, 01, 02) - each year being a different color. When
a patient comes in for the 1st visit of the new year, they fill out a
new "info sheet" (also color coded) and the year stickers are attached
to the chart. That makes weeding out old charts (we only keep 5 years
back in the actual stacks in the office) a lot easier.
The other 2 are the 1st two letters of the last name. Each letter in the
alphabet is a different color (at least the ones that are relatively
close together). The office staff does try to alphabetize, though. When
anyone looks for a chart, if it's not exactly where it is supposed to
be, we look a little bit left & right of the area. It is easy to see if
something is misfiled by a lot because the color stands out of the
group. If all the As are blue and all the Bs are red, a blue & green
combo would stick out like a sore thumb. Of course, this may necessitate
giving the file clerks a test for color blindness along with dyslexia
<LOL>.              -Diane, CNP

> -----Original Message-----
> From:  [mailto:] On Behalf
Of
> Michael Sachs
> Sent: Friday, February 15, 2002 4:06 PM
> To: 
> Subject: Alternate Chart Filing Methods
>
> The subject of mis-filed charts has been discussed on the list
> periodically
> and we're having a bad time of it in the office (some of our office
staff
> seem to have true difficulty alphabetizing).  I don't remember if this
has
> been discussed, but I read about the following filing technique:
>
> File charts using only two criteria:
> 1) The first two letters of the last name
> 2) The first letter of the first name
>
> So, for instance, patients with the last name "Smith", Smyth",
"Smithson",
> and "Smurf" would all be filed in the same line based on the first two
> letters of their last name being "Sm".  Then, let's say, the charts
for
> "Desere Smith", "David Smyth", "Derek Smithson", and "Dean Smurf"
would
> all
> be right next to each other, though the exact order of those four
> particular charts in relation to each other would not matter - only
that
> they'd all be filed with other patients whose first name begins with
"D"
> and last name begins with "Sm".
>
> For anyone who's not familiar with this technique I know it can sound
> confusing (I've tried explaining it to my office staff and they look
at me
> kind of blankly), but it seems like it would make filing charts away
MUCH
> easier (only two criteria to worry about) and significantly reduce the
> chances of mis-filing.  Do any offices use this technique or have any
> other
> suggestions on how to keep the chart rack better organized?
>
> Thanks for any responses.
>
> Michael K. Sachs, M.D.
> General Pediatrician
>
>
> group.
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