Dr. Larsen maintains a file folder for each patient. Note that each patient should have an individual chart or file. Material that pertains to each patient should be filed chronologically within that patients folder with the most current medical documentation on top. Prepare a chart note and new folder whenever a new patient arrives for an appointment. Patient folders are labeled by using either the patients namelast name, then first name (i.e., SHERMAN FLORENCE)or by using the patients account/chart number. The account/chart number is a unique number that identifies each patient. Click here for a listing of patient account/chart numbers.

Prepare the chart note in this way: Center the words CHART NOTE on the first line. Triple-space; then key information about the patient as shown in the following example. Save the document on your external storage device by the patients last name, followed by the first initial.

CHART NOTE JACKSON, ALMA DOB: 09-06-19-- AA014

Update information on the patient information form as necessary. You will need to save this updated form to your own storage device. Place the alphabetized patient folders in your expandable portfolio.