Cardiovascular Essentials for Medical Assistants-Video: Chart Preparation Considerations

Video Transcription

Video Summary

In this video, Leslie Jones-Larsen discusses the process of chart preparation for patient visits. She emphasizes the importance of obtaining records from recent hospitalizations to ensure comprehensive patient care. Leslie explains various ways to acquire these records, including reviewing the electronic medical record within the same health system, checking Epic's care everywhere for patients seen at different facilities, or contacting hospitals directly for documentation. For new patients, Leslie highlights the significance of collecting intake forms, PCP information, and referral reasons. Additionally, she mentions the importance of obtaining records for any cardiac procedures, diagnostics, or subspecialty considerations. For follow-up patients, Leslie advises reviewing the provider's last visit, collecting any outstanding records, and coordinating with primary care and referring providers for additional documentation. Leslie suggests reaching out to the MedAxiom Academy or consulting a preceptor for specific questions. No credits granted.

Keywords

chart preparation

patient visits

obtaining records

hospitalizations

comprehensive patient care