Steps to Sort, Index and Hyperlink Medical Records

Hi, my name is Jessica. I’m a Solutions Manager with Managed Outsource Solutions and I’m here to talk to you about key steps to sort, index and hyperlink medical records.

Please see the website for the infographic.

Proper medical record indexing is important to organize records in a better way. Medical record organization is crucial for attorneys to access all the information regarding the plaintiff’s injury/illness, and treatment details, for personal injury, medical malpractice, workers’ compensation and product liability cases.

00:36 Importance of proper medical record indexing

Attorneys need medical records sorted, indexed and hyperlinked for many reasons – to extract evidence to flawlessly litigate the plaintiff’s case, to take note of the dates of the services provided, to navigate through the required records based on the number assigned to the location, to quickly identify the medical records that have the vital information which determines the fate of the case, to assess the completeness of the required documents and check whether the testimony given by the plaintiff is accurate or not, to ensure HIPAA compliance, and to easily identify any missing medical records.

01:12 Medical records required in lawsuits

Multiple medical records are required in certain cases, which include Physician Notes, Emergency Department Reports, Medication Administration Records, Diagnostic Tests and more. With proper medical record indexing, attorneys can fetch information quickly and this expedites the data extraction from voluminous medical documents. Professional medical record review companies incorporate best indexing techniques and this helps attorneys to focus on the core competencies without investing valuable time in sorting and indexing records.

Check out the infographic in our website

01:54 Key steps to sort, index and hyperlink medical records

1. Sorting

Four types of records that have to be sorted and indexed are:

• Medical records
• Radiographs
• Pathology specimens
• Pleadings

Medical record organization and sorting involves

• analyzing medical record document types closely
• categorizing EMRs into sections and subsections
• sorting documents according to the date range within the section
• removing duplicate multiple records
• customizing sorting orders
• delivering documents in PDF format

2. Indexing

• paginating records after sorting them
• referencing numbers in the Indexing/summarization sections
• creating index to improve navigate through documents easily

3. Hyperlinks

• embedding hyperlinks in the indexed medical records

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