Medical Office Policy and Procedure Manual, 2nd Edition


Table of Contents
Bullet I. Privacy Basics
Bullet II. Patient Relations
Bullet III. Communication
Bullet Part IV. Medical Records
Bullet Part V. Release of Patient Information
Bullet Part VI. Financial Operations
Bullet Part VII. Insurance
Bullet Part VIII. Patient/Office Safety
Bullet Part IX. Employee Issues
Bullet Part X. Employer Issues
   
Bullet Order
Bullet Return to Publications


I. Privacy Basics

  • Confidentiality
    • Nondisclosure of Confidential Information Agreement
  • Patient Confidentiality
  • Release of Information under Permissive Disclosure
  • Release of Information under Authorization
  • Privacy Practices Overview
  • Notice of Privacy Practices
    • Sample Notice of Privacy Practices [Specialty]
    • Sample Notice of Privacy Practices [Primary Care]
    • Sample Notice of Privacy Practices [Spanish]
  • Privacy Officer
    • Sample Job Description: Privacy Officer
  • Response to Privacy Investigations
  • Waiver of Rights
  • Patient Privacy Complaints
  • Mitigation of Privacy Lapses
  • Business Associates
    • Sample BA agreement

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Part II. Patient Relations

  • Patient Rights and Responsibilities
    • Notice of Patient Rights and Responsibilities
  • Obtaining Patient Information
  • Appointments
  • Use of Sign-in Sheets
  • Calling Patients from the Waiting Room
  • Missed Appointments
  • Non-compliant Patients
  • General Patient Complaints
    • Patient Complaint Form
  • Employee/Patient Conflicts
  • Patient Allegations of Abuse by Employees
  • Termination of the Physician/Patient Relationship

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 Part III. Communication

  • Accommodating Reasonable Requests for Confidential Communications
  • Telephone Procedures
  • Tracking Consultations and Diagnostic Procedures
    • Consultation and Diagnostic Tracking form
  • Telephone Security Measures
  • Third-Party Calls about Patients
  • Disclosures to Families and Loved Ones
  • Communications Regarding Minors
  • Translation Services
  • E-mail

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 Part IV. Medical Records

  • General Guidelines for Medical Records
  • Electronic Records
  • Consent for Treatment
    • Consent for Procedure/Treatment Form
    • Record of Patient Education Form
    • Special Consent Forms
    • Consent for Medical/Surgical Procedures
    • Consent for Hysterectomy
    • Consent for Hysterectomy [Spanish]
    • Consent for Radiation Therapy
  • Patient Amendment of Records
  • Documenting Patient Medications
    • Medication Record Form
  • Retention and Destruction of Medical Records

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 Part V. Release of Patient Information

  • Release of Medical Records
    • Medical Records Release Form
    • Fax Cover Sheet
  • Disclosure of Mental Health Care Records
  • Accounting of Disclosures
  • Mandatory Disclosures
  • Reportable Diseases in Texas
    • Listing of Reportable Diseases in Texas
  • Suspected Abuse, Neglect, and Exploitation
    • Notice to Adult Victims of Family Violence
    • PHI Release Form
  • Responding to Law Enforcement
  • Subpoenas
  • Third-Party Audits of Medical Records
  • De-Identification of Records
  • Limited Data Set Records

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 Part VI. Financial Operations

  • Billing Compliance
  • Billing Compliance Officer
  • Billing Audits
  • Financial Integrity/Open Communications
  • Billing Staff Education
  • Internal Control Procedures
  • Petty Cash
  • Collecting at the Time of Service
    • Patient Financial Policy Sheet
    • Assignment of Benefits Form
    • Financial Arrangement Form
    • Credit Card Payment Form
    • Medicare Waiver
    • Accident Treatment Authorization Form
  • Billing the Patient
    • Collection Letter: Overdue Account
    • Collection Letter: 60 Days Past Due
    • Collection Letter: Final Notice
    • Notice of Bad Check
  • Medicare/Medicaid Newsletters
  • Payables and Receivables
  • Daily Collections Worksheet
  • Charity Care
    • Financial Hardship Form
  • Write-offs
  • Professional Courtesy
  • Collection Agencies
  • Overpayments

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 Part VII. Insurance

  • Insurance Coverages
  • Managed Care Contract Management
    • Managed Care Organization Basic Information Form
    • Insurance Plan/Network Profile Data Summary Form
    • Procedure Analysis Report Form
  • Insurance Filing and Follow Up
    • Pre-Authorization Form
    • How to File a Clean Claim
    • Request for 45-day Claim Resolution
  • Appealing Claim Denials
    • Sample letter - request for appeal
    • Sample letter to carrier w/several outstanding claims
    • Sample letter -denial based on Claim Check edits
  • Independent Review Organization
  • Small Claims Court
  • Workers’ Compensation

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 Part VIII. Patient/Office Safety

  • General Sanitation and Safety
  • Adverse Reactions to Medical Treatment
  • Patient Injuries
  • Accident/Incident Reporting
    • Accident/Incident Report form
  • Maintaining Drug Records
  • Equipment Use and Electrical Safety
  • Fire Safety and Prevention Plan
  • Emergency Action Plans
  • Medical Services and First Aid
  • Ergonomics
  • Indoor Air Quality
  • Job-Related Stress
  • Workplace Violence Prevention
  • Employee Injury Reporting

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 Part IX. Employee Issues

  • Drug Free Workplace
    • Consent for Chemical Substance Screening
  • Harassment
  • Information Systems
  • Search and Inspection
    • Search and Inspection Consent Form
  • Dress Code
  • Phone Calls
  • Employment Categories
  • Hours
  • Time Cards/Sheets
  • Sick Leave
  • Family and Medical Leave Act
  • Paid Holidays and Vacation
  • Jury Duty
  • Funeral Leave
  • Ending Employment
  • COBRA

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 Part X. Employer Issues

  • Disclaimer
  • Equal Opportunity
  • Job Descriptions
  • Employment Process
  • Employment Applications*
    • Employment Application
    • Confirmation of Job Offer
  • Interviews
  • Checking References
    • Telephone Reference Check
  • Licensure
  • Disciplinary Actions
    • Disciplinary action form
  • Performance Appraisals
    • Performance Appraisal Form
  • Workers' Compensation

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Last Published: 4/6/2005

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