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YOBE STATE
DEPARTMENT OF HEALTH INFORMATION MANAGEMENT
STUDENT NAME:
REG NO:
LECTURE NOTE ON
PROFESSIONAL DIPLOMA
HEALTH INFORMATION TECHNICIAN
PREPARED BY
AHMED SULE HND, PGDE, DDPIT
08060202431. [email protected]
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DEFINATION OF HEALTH RECORD
Health record
Is a collection of data complied on a patient to assist in the clinical care of present and future
illness. By clinical care is meant treatment by doctor nurses and other in the health term, in a hospital, and
outpatient clinic or primary care by a family doctor.
Or
Health record is defined as a clinical, scientific, and administrative and the legal document relating
to patients care in which are recorded sufficient data written in the sequence of events to justify the
diagnosis and warrant the treatment an end of results.
QUALITIES AND ESSENTIAL OF A GOOD HEALTH RECORD
A good record should be:
1. Identify clearly the person about whom it is written.
2. It must to be legible and able to be understood by any one likely to use it.
3. It must to be accurate, concise and logical in its organization.
4. It must to be consistence in lay out and in the size of papers use in it.
5. It must to be able to identify the people contributing to the record so that they can be asked for
further information if necessary.
6. It must to be promptly retrievable when require.
a. Unit number
b. Name
C. Date of admission
d. Diagnosis
e. Operation index
f. Physical index
OUT-PATIENT REGISTRATION
On arrival at the hospital a new outpatient is directed to the new patients section of the desk for
registration .This is where the initial interview with the registration clerk taken place. The clerk will
initiated the medical record if this has not already taken place. He will also ensure that this record and the
referral letter if any. Precedes the patient in to the clinic.
HISTORY OF HEALTH RECORDS
The history of health records runs parallel with the history of medicine, the health record is equally
important as medicine, as medication is for effective treatment.
Development in medicine in the olden days was ascribed to notable men who contributed to health care of
the people. Their works were so important that they were defied after their death. In fact, it is now
difficult to separate mythology from reality. In essence the history of medicine and consequently of
medical records, in the early period of civilization was shrouded in mystery.
Early records were kept in pictorial form, on the walls of stone, cave, figures or objects, burnt clay wall of
tombs temples or on long rolls of papyrus dated as far back as about 25000BC. Prominent among these
papyruses was that discovered by Edwin smith, (Edwin smith papyrus), an African Egyptomologist. The
Edwin smith papyrus contained twelve rolls, each measuring 15feet, and 8inches. The rolls contained
forty-eight caser of clinical surgery and other medical cases.
Although record were kept primitively, they serve the same purpose with present method of record
keeping. This is evidence that physicians of old keep records about their patients. However, from
generation, the attitude of different medical men to records varied according to the various individuals’
perspective. We shall attempt to trace the historical of medical records using the criteria the development
from the period to period.
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THE EGYPTIAN PERIOD
In Egypt, thoth was not a god of medicine but he was important in the art of healing by virtue of being the
god of letters, (he was credited with having invented the art of writing), invention and …….he was
credited with authorship of between 36-42 books; six of which were medical cases bothering on human
body; diseases, instrument and appliances, drugs, disease of eyes and logical ailments.
Another notable physician in that period was imbotep who lived in the pyramid age about ……4000BC.
He was grand vizies, chief architect and royal medical adviser to the then pharaoh in twenty-ninecentaury
before Christ. He was defied after his death as a medical god. Both Greeks and Romans equated him with
the Aesculapius and regarded him the first physician to stand from the midst of antiquity.
GREEK PERIOD: The Greek medicine was not purely Grecian, but their success in practicing medicine
scientifically could be attributed to the contributions made by older civilizations, especially those Egypt,
Babylonia and Assyria and other various sources from which they were able to draw information.
Aesculapius, as said previously, was equated by both the Greeks and the Romans with imbotep of Egypt.
He had student that he taught the art of healing sick people with local herbs and kept records of his
patients. History has it that he had some snakes in his castle that he made use of to lick wounds of patients
in order to heal them. He was said to have cured many were ill to the point of death. He was also said to
have revived some patients who were presumed dead. After his death, sculptors depicted him with a
serpent entwined around a staff. Many medical institutions and associations up till today use this symbol
as their logo or emblem. His students also built treatment castles, which they named after him
(Aesculapius).
Hippocrates, known as the “father of medicine” was born about 460BC in the north of Cos (the birth place
of Aesculapius) and was said to have lineally descended from the Aesculapius. He used his intellectual
brilliance to develop and improved on Aesculapius methods of treatment. Although his knowledge of
human anatomy was limited because of the respects the Greeks had for the dead precluded him from
practicing dissection, his knowledge of history, symptoms, and physical sign of diseases made him an
outstanding physician.
He wrote many volumes of medical related subject and propounded many medical theories which was
regarded as being correct many years after his death; his work have been translated in to many languages.
He was the first to cast superstition aside and practice medicine scientifically. He was the author of
Hippocratic oath, which state in parts; “whatsoever in my practice or not in y practice I shall see or hear
amidst lives of men which ought not to be noised abroad; as to this, I shall keep silent holding such things
unfitted to be spoken.” With this oath the medical records per-se was record personnel is the fact that he
kept detailed case report of his patient and instructed his sons in the act of recording all findings.
GRECO-ROMAN PERIOD
Galen was bout 130-201AD, about 600 years after the time of Hippocrates. He had access to some
treatment castles built by Aesulapius graduates. He became famous after curing the emperor that lived
during his time. He had his own students too. He was the first to recognize the true function of the arteries
as blood carrying vessels, which prior to his discovery were regarded as containing air. He had some
write-ups to his credit.
BYZANTINE PERIOD
Although this period lasted over 1000 years not much was achieved in medical history. However, medical
authors as oribasius, Aetius of Amida, Alexander of Trallesandpaul of Aegina were noted as corny the
works of Hippocrates, Galen and many of other early physicians.
JEWISH PERIOD
The bible and Talmud are the principle sources of jewish medical information. The Talmud contains more
medical information than the bible. Some of the jewish biblical injunction bothers on diseases preventing
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measures. For instance, the book of Leviticus contain mandates as regards touching unclean objects, the
proper food to eat, purifying of women after childbirth, and mother matters of hygiene.
MUHAMMADAN PERIOD
It is on records that Christian scholar, verse in the knowledge of both greek and Arabic translated the
work of Hippocrates and galen into Arabic languages and thus stimulated medical studies among the
Arabs.
Rhazes lived in 865-925D. He was the greatest Muslim and physician and clinician of the middle ages. He
wrote many books, half of which were on medical subjects. He was the first to distinguish between
smallpox and measles. He was credited with using twisted intestine of sheep for suturing and using
alcohol in wound cleaning
Avicenna 980-1037, he combined the work of Hippocrates and medical information gathered during his
journey as an itinerary doctor, this clearly shows that previous clinical notes has been used to improve on
present method of treatment.
MEDIVAL PERIOD
St. Bartholomew’s hospital, London, England is the onlyhospitalstill in existence from medieval times.
The hospital still has some records of its past patients from its inception in March 1123 it is significant to
note that, this hospital took a lead in establishment a medical library and what correspond to our medical
records department. The hospital was founded by Rahere who later died in September 21, 1144. It was
believed that st. Bartholomew appeared to him in vision instructing him to go the subbarbis where he
founded a church; (which is now known as St. Bartholomew hospital).
The records keeping of those days was so similar to that of today to the extent that is was discovered that
the book of the foundation, published by the early English text society and edited from the original
manuscript by sir Norman more, contained about 28 original case histories.
RENAISSANCE PERIOD
With the renaissanance of European civilization and of king Henry who lived between 1509-1547
conditions in St. Bartholomew hospital improved and rules were drawn up for its management. These
rules bother principally on privacy of records and importance of keeping the records the hospital took lead
in establishingwhat would correspond to our medical records of today.
In 1821, the famous Massachusetts general Hospital in boston was established. The hospital was the first
to have medical records personnel in the name of Mrs. Grace whiting Myers 1859 1957; she was the first
present of the association of record librarians of North America.
As time went on, nationalhealth record practitioners were formed; United States of America took the lead
by forming its American medical records association in 1928, followed by Great Britain which formed
her own association of medical records officers of Great Britain in1948. Australia followed soon in 1949
with two associations of medical records. In1952; they united and founded the united Australian record
librarians.
HISTORY OF HEALTH RECORDS MANAGEMENT IN NIGERIA
There is no significant difference, as regards to the history of medical records in Nigeria with the rest of
the world; it all started in the same manner. In Nigeria before the advent of colonial masters and
missionaries, traditional and faith healers treat the sick and injured and kept the records of their patients to
themselves.
In fact, those days quite number of the traditional practioners, did not allowed anybody access to the
records of their patient, of the wealth of knowledge and experience except their children, other relations
or through companion, which they might like to take over their wealth.
MEDICAL RECORD
Is a written document of a patient in a hospital set up about a state of health of a particular patient.
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HEALTH RECORD
Can be defined as documentation of the history of one person injury or illness either outpatient or
inpatient made to preserve information on medical scientific, administration, planning research on a legal
value.
HEALTH INFORMATION
Is the application of computer technology to manage patient information in a hospital set up or
health care institution which maintains standard and high level of security of patient information.
CLINICAL RECORD
This is a written documentation of the patient by medical doctor or clinician which comprises
history taking physical examination of clinician or observation of patient state of health.
HEALTH INFORMATION MANAGEMENT H
Is the process of managing and reporting patient information through an electronic means which
can also enable clinical research, teaching and other clinical comparison of a health care institution.
USES OF HEALTH RECORD
There are two (2) ways in which health record can be used:
1. As a personal documentation
2. Impersonal documentation
PERSONAL DOCUMENTATION
This is a record of a patient who identify a particular patient as an individual it is use in the
following:
1. On admission: this can be used when a patient is about been admitted in the hospital. Health record
personal or health record officer should produce existing record of that patient which can assist in
his/her treatment.
2. On admission to another hospital: a copy of discharge patient summary can be prepare and be given
to a patient on referral to another hospital which can help his subsequent consultant in knowing his
disease history.
3. On attendance: this is the record of patient which is used by the consulting physician when patient
attend outpatient clinic.
IMPERSONAL DOCUMENTATION
As impersonal documentation health record became as impersonal document when it does
not identify patient as an individual.
The major use here is for basic research
1. Planning purpose: the management of health care institution use patient record for planning and
budget.
2. Research: an impersonal record of a patient can be used for a clinical research purpose
3. Training purpose: medical and para medical staff and student are being train by the use of patient
record in the hospital set up.
VALUES OF HEALTH RECORD
- To the patient
- To the hospital
- To the doctor
- To the community
TO THE PATIENT
It is used for patient’s health care planning.
It is used for patient’s identification.
It is used for further treatment on the patient’s.
It is used for reference for treatment of other patient’s.
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It is used as proof for insurance claims.
TO THE DOCTOR
* It is used as a remainder – doctors forgot, records remember the doctor used it to identify his patients.
* Doctors used it to teach medical students.
* It is used to prove the degree of professional practice.
*The health records can also help in court case.
* It is used as legal protection.
* It is used for issuance of certificate (birth discharge death)
* It is used to treat other patients
* It is used for treatment claim from the patient.
*It is used to communicate with other professional
TO THE HOSPITAL
It is used for patient’s care.
It is used for hospital planning services.
It is used for teaching other professional e.g Doctors students nurses Health information
management students etc.
It is used for legal protection to the hospital
It is used for research purpose.
It is used to evaluate health care delivery.
It is used to furnish information to the 3rd party( payee employer)
TO THE COMMUNITY
Health records of a facility of particular community provide a basic information diagnosis for felt
need to the community.
THE ROLE OF HEALTH INFORMATIONMANAGEMENT.
1. PATIENT CARE: Health information management is important as how medication is important in the
treatment of a patient it plays a vital role in documenting the clinical history of the patient care which
assist in the treatment of present and future illness of the patient.
2. HEALTH CARE PLANNING AT THE FACILITY:
The community and local level. Resources material for planning effecting services to the patient at the
facility level is health information management, because it show all the types of disease coming to the health
facilities and also a certain number of patient turn over, in the health facility which health administrators
used as a guiding principles in planning and budgeting the activities of the health facility.
ii. At the same vein existing patient information at the health facility help to diagnose the community and
locality felt need which is used for planning and controlling the infectious disease in the facility as well as
the community level.
iii. MEASURING AND IMPROVINGQUALITY HEALTH CARE SERVICE:
Diseases surveillance health information management department are responsible for designing disease
notification form which can be used in monitoring the occurrence of the diseases in human population as
well as the causative factors.
iv. EPIDEMIOLOGY:
is a science of study of the distribution of disease within the population as well as the factors that
determine such distribution. The epidemiological study of diseases in a particular community can only be
successful with aid of existing record of the patients in that community health facility.
v. BIO-ETHICAL REASERCH:
Health information management is used for bio-ethical/clinical research purpose in health care delivery
system patient information immensely, assist in conducting research work.
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vi. LITIGATION:
Health information management is the wetness in the court of law for or against the health facility
because it contains all transaction of patient encounter in the hospital.
UNIT/SECTION IN HEALTH RECORD DEPARTMENT
1. reception and registration officer G.O.P.D
2. appointment section
3. admission office
4. filling and the library office
5. statistic coding and indexing office
6. central record office filling library office
7. Sectarian services office, registration and the admission office.
8. reception registration and admissions officers
FUNCTION OF HEALTH RECORD
1. Reception and the registration of patient
2. Appointment booking and the follow up procedure
3. Waiting list admission and the discharge/death procedure
4. The collection, compilation and representation of hospital statistic
5. Provision of medical secretarial transcription services to the medical staff
6. The planning record and conduct of surveys and research in medical records
7. Training of staff, procurement forms card and equipment.
DESCRIBE THE PHYSICAL LAY OUT OF DEPARTMENT
H.R.D
A&E E.P.U CRL medical record
GOPD
corresponding
Statistic
Admission and Medical retainer ship
NHIS
discharge office
Coding
and
Ophthomology Dental
Pediatric Clinic ENT ANC Other special clinic
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CENTRALIZED FILLING SYSTEM
Centralized refers to the filling of patient inpatient and outpatient record in one location under this
system the patient has only one folder in the hospital, always located in the same place on the filling
shelves in one central location within the medical record department in this system personnel method,
policies equipment, material and all the component involved in an effective filling system are located and
the operational in one place.
Deputy head of
department
Clinic
Transcript Corresponding
Community health
Processing File
Indexes Research
Emergency room
record office Disease operation Master Physician Registries
index card
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POSITION IN HEALTH RECORD DEPARTMENT
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a. Collection by daily ward statement
The health record department may be responsible for collecting notes and x-ray films from the wards. If
so, the officer concerned should take with her the daily ward statement and check that she has a set of
notes for each patient who is no longer on the ward. This is to safe guide against not being retained in
error, so delaying of case further procedures.
b. Collection: collection of case notes must be done by health record officer concern and investigations
and report relative to the admission have to be filed in the agreed order in the folder and any transitory
documents. That do not have to be retained by law, such as 4 hurt temperature charts, may discharged
at this stage/ if the hospital policy.
c. Discharged summary: the ordered notes are than taking to the health secretary where one is
maintained who will be responsible for typing the discharge summary or formal report.
d. Coding: the notes how containing a list of the diagnosis made while the patient was in hospital will be
passed to the coding and indexing section so that he relevant details may be carried out by a trained
health record technician.
e. File: only after these multiple procedures have been completed the note is retained to library for filling
COMPLETION OF ADMISSION/ DISCHARGE REGISTER
This process is likely to be carried into two stages one after the collection of notes from the wards and the
other after the notes have been coded.
If an admission register is kept, the date of discharge will have to enter again original entry of each
patient as it is know from the daily ward statement. If this register is also used to trace the note that has
been returning to file after patient discharge they may often be final column not returning to file.
TRANSFER
Transfer is appear in the daily ward statement they may be patient moving from one place to another in
the same hospital or if two hospital in a group are regard as. (One administrative unit for various purpose.
If a patient is discharged from the point of view of the ward statement) to another hospital together his
relatives will probably be told that he has been transferred to another hospital this is a little confusing for
the purpose of this.
INTERWARD TRANSFER
a. Inter ward transfer- The bed board if there is one will need to be altered, so that the patient plate or
card appears in the new ward.
b. Inter Hospital Transfer (Discharge- It is possible that the case folder will be taken with the patient
to the new hospital. When this fact is discovered, either by the ward notifying the record department, or by
the clerk who collects notes from the ward, the library tracer card will have to be amended.
It is also useful to record the fact that a patient has gone to another hospital in the admission/discharged
register. Both these actions will be helpful in locating the notes when they are next needed
Death - When a death occurs in hospital it is of course the duty of the ward staff to notify relatives, if they
are not present. The health record department is likely to be involved in several ways, according to
practice in the hospital.
Death registration- This can be done in the admission office or the health record department. The deaths
certificate book is composed of pages of certification and cause and time of death are entered registration
should take place within five days of death occurring. The order of information is:
1. The nearest relative present at death
2. A relative in the area
3. A person present at the death
4. The occupier or the person responsible for burial.
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c. Discharge register- it is often found useful to make some distinguish mark in the admission/discharge
register to indicate who has died are usually sent to the postmodern room, and this mark will be an
indication of their where absents if they cannot be found with health secretary if there is one.
d. Death notification form- its creation as a result of the daily ward statement is essential, so that the
checks may be carried out by the various department or sections that attended to the patient.
COLLECT COLLATE INTEGRATE ANALYZE AND DISSEMINATION VITAL AND
HEALTH DATA.
This is a method How to use in collecting the patient health data or information in the Hospital.
MAINTENANCE OF ACCURATE BED CENSUS
Census can be define as a counting of a patient who are occupy Hospital, bed, bed census is normally
conducted or carry out around 12:59pm in the night the reason is that by, 12 mid night every patient is on
his/her bed, also patient that came in the night would be counted.
CONFIDENTIALITY
1 MEDICAL RECORD: including extracts from medicals. Are highly confidential and the greatest care
and secrecy must be maintained regarding their contents.
2 Staff should not discuss the content of patients, record with any person except as necessary for training
purposes and in the essential courses of their duty.
3 Extracts from medical, bearing the name of the patient, must be regarded in the same way as unit
records. Complete security and confidentiality must be maintained even though information may be in
the form of a routine return (e.g. identification sheet, FHS2 used for Hospital Activity Analysis)
RELEASE OF INFORMATION
The patient health record, which is part of the doctor patient relationship is considered a confidential
document, all employees in the ECF or nursing home are responsible for ensuring that no unauthorized
person ever takes any of these record out of a files, read, copies or otherwise tampers with them. Some
people are authorized to get this information and the health records personnel should be ready to make it
available to them since legal requirement and restrictions about release of medical information vary from
state to state, the facility should have a local attorney for outline basic rules to follow. The attorney should
review the regulation of the state administrative agency responsible for regulating health facilities
(generally the department of health). The attorney should also study federal and state judicial decisions
about medical record and inform the staff of its legal responsibility concerning health record he should
advise all health record personnel of the liabilities of the extended care facility or nursing home if health
record information is improperly released.
DISCLOSURE OF INFORMATION
Information may be released under certain circumstance without the consent or authorization of the
patient. The health facility may allow physicians and other qualified personnel to consult its record for
purposes of study, statistical evaluation, research, utilization review and education. Department and
agencies of the government may also consult these records, according to the applicable legal regulations.
It is important to note that if information from a record disclosed without the consent of the authorized
parties; released for no legitimate purpose, and if the disclosure results in some kind of injury to the
patient (being expose to ridicule, shame humiliation, or suffering etc.) the patient may have the right to
sue the health facility and collect damages.
PREPARING A WRITTEN POLICY TO COVER RELEASE OF INFORMATION,
The following steps needs to be taken
a. Request from doctors, hospital social agencies and institutions concerned with the care of patient,
may be honored according to institution policy.
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b. Written authorization from the patient should be secured before releasing of any information to press,
radio, television, or other news agencies.
c. Where there is doubt about the released of any medical information from records, theauthorization of
the patient should be obtained.
REMOVAL OF RECORDS FROM HOSPITAL (POLICIES TO FOLLOW)
1. Any information of a medical nature in possession of the hospital must not be revealed by an
employee of the hospital except as herein after outline.
2. Information may be released to other hospital without signed authorization by the patient upon receipt
of a request from the hospital stating that the patient is now under their care.
3. Request by patient for information concerning their own records shall be referred to the attending
physician in charge e of the case.
MEDICAL CARE EVALUATION
The health record committee of a modern hospital may also carry out an evaluation of medical care
rendered to the patients (using the health record) the aim of programming this evaluation is to improve the
quality of patient care
a) An evaluating search may reveal
i. Post-operative infection
ii. Disagreement between provisional and final diagnosis
iii. Administration of a drug or therapy contra indicated by some aspect of the patient condition.
iv. Removal of tissue at operation, which is later, proved his to pathologically to be normal. The
medical officers concerned should be asked to correct error or fill in omissions found in the health
record. Errors in clinical method may be letter considered by a selected committee of the medical
staff.
PROCEDURE IN CONDUCTING A MEDICAL CARE EVALUATION
1. Study of record patient records discharged the previous month, giving special attention to cases
discharged as “undiagnosed” death and any health records showing discrepancy between
diagnoses.
2. Making use of appropriate statistical report (discharge analysis statistics), they should study the
trend of clinical work in the hospital. Whether it is improving or getting worse in the various
clinical services. If a facility area is found, steps should be taken to remedy the situation.
3. The chief health information manager must be well trained and be able to select inadequate health
record for the committees attention in addition, the committee should check 10% of records which
the chief health record officer, has passed as adequate, either choosing at random from the record
for all discharge patient for the month, or taking the whole 10% from one service. E.g.
OTHOPAEDICS until health record showing the work of all the clinical services have been so
scrutinized (over a period of months).
Quality Control: qualification control for the purpose of this lecture is defined as those evaluation
procedures that are performed systematically to ensure that established policies and standards are being
met. These procedures include the Quantities and qualitative review of health record, the evaluation of
health record services and the evaluation of patients care or medical audit. The evaluation of patient care
is mentioned because of the great dependence, this types of evaluation has on the availability of complete
and accurate health records.
REVIEW OF HEALTH RECORD
Quantities analysis is the review of health record to ensure that they are complete and accurate and meets
the standards established for them (either by national group, the health records committee or both). It is
the responsibility of health records personnel to perform this analysis on inpatients and outpatient records
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in Centre’s that are staffed by only one person, this type of analysis may be a function of the supervisor
who visits the center periodically.
QUALITATIVE ANALYSIS IS THE REVIEW OF THE RECORD TO ENSURE THAT
1. It contains sufficient information to justify the diagnosis, the treatment and the end result.
2. There are no discrepancies or errors. The responsibility of this review falls on physicians (or other
health care professionals) and on the health record committee.
Policies should specify what records are to be reviewed, what points are too included in the review and
who is responsible for the review.
3. All opinions supported by the finding
QUANTITATIVE ANALYSIS
Discharged Analysis
Completing Information
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respective position. In this case time is saved, but there is waste of stationeries and the patient’s records
are scattered.
TYPE OF HOSPITAL THAT USES SERIAL NUMBER ING SYSTEM
This method can be used to number causality/ emergency records, or in a small hospital without
ambulatory services it might be used to number health records.
This method is also in use in a small hospital with few readmissions clinics.
a. TB Hospital
b. Mental Hospital
c. Terminal patient hospital
ADVANTAGE OF SERIAL NUMBERING SYSTEM
The following are the advantage of serial numbering system
1. Easy to control numbers accurately
2. File expand easily for small hospital
3. Easily adaptable o to microfilm
4. More filing space – 100% capacity.
DISADVANTAGE OF SERIAL NUMBERING SYSTEM
Here is the disadvantage of serial numbering system
1. All charts are in different location
2. Time consuming to pull/file health records
3. Researcher are more difficult and costly to do
4. Transfer of inactive files are difficult to implement
5. Is not economical, printing of stationery etc.
UNIT SERIAL NUMBERING:
This is the type of numbering whereby the patients is assigned a new number at every visit and the
previous records which he has in the facility are brought forward and are filed under the current number.
In this case there is waste of stationeries even though the records are filed in one place.
TYPES OF HOSPITAL THAT USES SERIAL UNIT NUMBERING.
1. Small hospital with a few admissions or re admission.
2. Clinics
3. TB hospital.
4. Mental hospital.
5. Terminal patient Hospital.
ADVANTAGE
1. It is easier to control member issued out.
2. All health record put together help in research done individual cases.
3. Creation of more filling space-100%.
4. It is well suited for micro film.
DISADVANTAGE
1. There will be uneven fill expansion.
2. It necessitates back shifting of health records.
3. Bringing of charts forward is a time consuming.
4. It makes studies difficult and confusing with the numbers.
UNIT NUMBERING SYSTEM
This is a system in which one number is assigned to a patients records that patient retains that one
number forever. Regardless of the number of times that the patients enters or leaves the system. That one
number is retained and entered on the master patients’ index to identify the patient’s records,
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Unlike the serial numbering system provides a single record which composite of all data gathered on a
given patient, whether as an inpatient, ambulatory care or emergency patients. The patient is assigned a
number on his first admission, and treatment. His entire health record will be in one folder under one
hospital number with unit numbering, e.g. each time Ibrahim arrive to the hospital doors for treatment, he
would receive the first number he had been assigned 17-20-4
TYPES OF HOSPITAL THAT USES UNIT NUMBERING A SYSTEM.
1. University teaching Hospital because of high admission and read mission and research activities.
2. Specialized hospital
ADVANTAGES OF UNIT NUMBERING
1. All patient records are together and best suited for health records personnel to handle.
2. No confusion in the system
3. It eliminates the task of gathering separate parts of a patients record together,
DISAVANTAGE OF UNIT NUMBERING.
1. It is difficult to estimate space for readmission (filling space)
2. Hard to control numbers.
3. Removal of inactive records from the file for purging or micro filming is difficult when using unit
numbering system.
NUMERICAL FILLING SYSTEM
The filling method under which files and folders are arranged in order of number is called numerical
classification. All files and folders are given separate number. It is indirect method of class, function of
filling.
In this filling alphabetical index is required. It include: name, address, phone number, subject and other
information along with file number.
If a numerical record identification system is used, then a numerical filling system is used. There is main
system of filling record numerically.
ESSENTIAL OF A GOOD FILLING SYSTEM
1COMPACTNESS: To take cognizance of the value and cost of storage space, and also the need to
reduce physical effort in working the system.
2 ACESSIBILTY: For speed of location and means of identification items, the records must be readily
accessible.
SIMPLICITY: Whatever the system or methods adopted must be simple to understand and to operate.
4 ECONOMY: The filling system must not be excessive costly in cost either to install or to operate.
5 ELASTICITY: The system should be able to expand and contract according to future requirements and
to ensure extraction and disposal of dead matter without much disturbance.
CROSS REFFENCE: This facilities must be considered so that a folder can be fund under difference
heading
.
7 TRACER CARD: A tracer card must be placed in position of a folder to show the location of the folder
document in circulation.
8 A method of classification
9 Retention: Current Note must be kept for the requisite length of time.
MIDDLE DIGIT: Is the types of filling were the record number is divided into three (3) pairs of digit.
The two middle digits stand as primary number, the first two digit stand as the secondary numbers while
the last two digits stand as the tertiary numbers and filling is done considering the numbers in that order.
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05 32 41
Secondary primary tertiary
ADVANTAGES
From the example given one can see that blocks 100 files (i.e 56-78-60-567-899) are in straight
numerical order. This has advantage of
1. Simple to pulling to 100 can consecutively number files for study purposes.
2. Conversion form a straight numerical system to a middle digits system is much simpler than is
conversion to terminal digits.
3. Block of 100 files pulled from a straight numerical file are in exact order for middle digit filling.
DISADVANTAGE
1. Training is more involved than training for straight numerical filling.
2. Gaps result in the file when large groups of records are pulled for in activities storage.
3. Unlike the terminal digit filling system, middle digit filling does not lend itself well to numbers
with more than six digits.
TERMINAL DIGIT
Usually 6 digits number is utilized and divided into three part, each part containing two digits. The
primary digits are last two digits on the right hand side of the number: the secondary digits are the middle
two. The tertiary digits are first left side of the number. Eg
ADVANTAGES
1. Easy to understand.
2. To pull say fifty case notes for study.
3. To pull record for secondary storage.
DISADVANTAGE
1. Because a clerk must consider all digits of the record number at one time it is easy to misfile.
2. Transposition of number is common.
3. Several clerks file at the same time are bound to get in each other’s way.
FAMILY UNIT NUMBERING
Family numbering is a type of unit numbering system. In this system, the entire family is assigned one
number and all information on visit by any family member is filed in one location. This system may be
appropriate for use in family practice settings, but care must be taken to preserve patient privacy.
SOURCES OF NUMBER FOR PATIENT REGISRATION
1. Accident and emergency age.
2. General outpatient dept GOPD.
3. POPD
4. GYNAE.
PATIENT NAME INDEX CARD.
The master patient index is a permanent list of all patient names who ever been admitted or treated in the
hospital or health facilities. The information contain in this card varies with the size and needs of the
health or hospital institution.
The information contain in this varies but the following are common.
-Patient name.
- Sex and age.
- Date of birth.
-Address telephone number.
- Hospital number.
- Date of admission& discharge.
-Treatment date.
- Name of services unit.
-Attending physician.
- Ethic group. U I.T.H ILORIN (MNI CARD)
- Occupation
-Change of address Surname……………………………………. Unit
MASTER PATIENT INDEX CARD. no…………………………….………
First name(s)…………………………………………………..
Age………….
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THE PRIMARY PURPOSE OF MASTER PATIENT INDEX CARD
Primary purpose of master patient index card is to provides entry into the filling system but it can be
extended without prejudice to perform other function according to demand. The recorded information for
its function should be kept to minimum and should comprise of the basic patient identification.
USES OF THE PATIENT MASTER INDEX
1. It helps in coding &indexing
2. It helps to locate the patient record if the patient lost his/her hand card.
3. Is also use in term of research?
STEPS IN PATIENTS REGISTRATION.
1. The patient must come with receipt evidence of payment.
2. Health record officer will upon the folder for patients.
3. The patient will asked to Wait at GOPD.
4. The folder will be taking to nursing station for triaging.
5. From nursing room to be sent to consulting room for consultation.
ADVANTAGE
The great advantage of personal tracer system library tracer system and the requisition holder s that every
time a patient note is taken out of fill the destination is entered on the same card and that card becomes a
very brief history of that patient hospital life.
Another advantage is that names and hospital number one penalty written on the card from the beginning.
COMMON TRACER SYSTEM
The common tracer system is a system where a single tracer card is used to record the movement of health
record (case folder) of many patient this means that one of the case note are borrowed and recorded on a
common tracer card and it return the entry is crossed of from that card, with the result that when some
health records are borrowed again and record on a common tracer card the staff in charge may forget to
cross off. One or two of such return case note- make common tracer system very unsuitable.
LIBRARY TRACER SYSTEM
Tracing system of document in circulation to avoid lost misplacement
Filing procedure
1. The record should be sorted before filling
2. Only record personnel should be allowed to handle the records and to the filling
3. Records with torn covers those with loose papers should be repaired to prevent further damage or
loss of valuable documents.
4. The person supervising the file area should keep a report of activities in the area.
This system contains similar information like the personal tracer. The size library tracer card is not as
large as personal tracer card, with the result the when some Health records is being borrowed, the library
tracer card box provided for the purpose. At the same time: the personal tracer card is taken out and field
on the shelf in the space for the borrowed Health Records.
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