Medical Records Manager - The Comprehensive Guide
DEAN STRATTON
This audiobook is narrated by a digital voice.
Whether you run a solo clinic or a multi-site practice, Medical Records Manager – The Comprehensive Guide turns messy charts into reliable, compliant, and searchable health information. Inside you’ll find step-by-step workflows for EHR data entry, chart correction, release-of-information, retention schedules, and audit prep—plus checklists, sample forms, and scripts your team can use tomorrow.
Picture a Monday 8 a.m.: a patient requests records, a payer flags an inconsistency, and your EHR is scheduled for an update. Using this guide, you triage the request in minutes, reconcile the discrepancy, and roll out a safe change—without disrupting care. Equip your team with clarity, reduce denials, and make records work for people, not the other way around.
Duration - 4h 32m.
Author - DEAN STRATTON.
Narrator - Digital Voice Madison G.
Published Date - Wednesday, 22 January 2025.
Copyright - © 2025 VIRUTI SATYAN SHIVAN ©.
Location:
United States
Networks:
DEAN STRATTON
Digital Voice Madison G
Viruti Satyan Shivan
English Audiobooks
Findaway Audiobooks
Description:
This audiobook is narrated by a digital voice. Whether you run a solo clinic or a multi-site practice, Medical Records Manager – The Comprehensive Guide turns messy charts into reliable, compliant, and searchable health information. Inside you’ll find step-by-step workflows for EHR data entry, chart correction, release-of-information, retention schedules, and audit prep—plus checklists, sample forms, and scripts your team can use tomorrow. Picture a Monday 8 a.m.: a patient requests records, a payer flags an inconsistency, and your EHR is scheduled for an update. Using this guide, you triage the request in minutes, reconcile the discrepancy, and roll out a safe change—without disrupting care. Equip your team with clarity, reduce denials, and make records work for people, not the other way around. Duration - 4h 32m. Author - DEAN STRATTON. Narrator - Digital Voice Madison G. Published Date - Wednesday, 22 January 2025. Copyright - © 2025 VIRUTI SATYAN SHIVAN ©.
Language:
English
Introduction: How to Use This Guide, Scope, and the “Maya” Clinic Scenario
Duration:00:05:22
1.1 The Manager’s Mandate and Metrics That Matter
Duration:00:05:47
1.2 Core Clinic Models and Roles at a Glance
Duration:00:06:59
1.3 Case Vignette: Maya’s Monday—From Chaos to Cadence
Duration:00:04:49
1.4 Exercise: 10 MCQs with Answers at the End
Duration:00:04:55
2.1 Mapping Intake-to-Checkout Without Bottlenecks
Duration:00:06:24
2.2 Template Design, Overbooking Rules, and Same-Day Access
Duration:00:06:46
2.3 Reducing No-Shows and Wait Times with Scripts and Boards
Duration:00:06:17
2.4 Exercise: 10 MCQs with Answers at the End
Duration:00:05:07
3.1 Phone, Portal, and Walk-In Triage Standards
Duration:00:07:03
3.2 Registration, Eligibility, and Insurance Capture
Duration:00:06:14
3.3 Service Recovery: Words, Tone, and Boundaries
Duration:00:06:00
3.4 Exercise: 10 MCQs with Answers at the End
Duration:00:04:47
4.1 Triage, Vitals, and Safe Handoffs
Duration:00:06:46
4.2 Team Huddles, Rounding, and Daily Checklists
Duration:00:06:37
4.3 Supplies, PAR Levels, and Waste Reduction
Duration:00:06:54
4.4 Exercise: 10 MCQs with Answers at the End
Duration:00:05:12
5.1 Clean Claims: Documentation and Charge Capture Habits
Duration:00:07:09
5.2 Denial Patterns, Appeals Workflow, and Turnaround
Duration:00:00:44
Understanding Denial Patterns: The Hidden Map of Revenue Leakage
Duration:00:00:53
Building a Standardized Appeals Workflow
Duration:00:02:19
Turnaround Time: From Lag to Velocity
Duration:00:00:50
Technology Tools for Denial Management
Duration:00:00:48
Communication and Cross-Department Accountability
Duration:00:00:39
In Summary
Duration:00:00:25
5.3 Aging A/R Sprints and Simple Cash Forecasts
Duration:00:00:38
Understanding A/R Aging: The Hidden Story Behind the Numbers
Duration:00:01:04
Aging A/R Sprints: Converting Stagnant Balances into Cash Flow
Duration:00:01:40
Root-Cause Tracking: Preventing Future Aging
Duration:00:00:30
Building Simple Cash Forecasts: Predicting the Clinic’s Financial Rhythm
Duration:00:01:18
Visualizing and Communicating Cash Flow
Duration:00:00:41
Integrating A/R and Cash Discipline into Clinic Culture
Duration:00:00:42
5.4 Exercise: 10 MCQs with Answers at the End
Duration:00:05:14
6.1 Confidentiality by Design: Minimum Necessary in Practice
Duration:00:00:57
Understanding the Minimum Necessary Standard
Duration:00:00:57
Embedding Confidentiality into Workflow Design
Duration:00:01:36
Documentation and Communication Controls
Duration:00:00:52
Training for Reflexive Compliance
Duration:00:00:38
Incident Response: When Breaches Occur
Duration:00:00:51
Metrics for Monitoring Confidentiality
Duration:00:00:35
6.2 Informed Consent and Documentation Routines
Duration:00:00:56
Principles of Informed Consent
Duration:00:01:00
The Manager’s Role: Systemizing Compliance
Duration:00:01:08
Documentation Routines That Withstand Scrutiny
Duration:00:01:32
Special Situations in Consent Management
Duration:00:01:30
Auditing and Continuous Improvement
Duration:00:00:37
Risk Reduction Through Communication
Duration:00:00:41
6.3 Incident Reporting, Audits, and Corrective Actions
Duration:00:00:51
Incident Reporting: Early Detection of Risk
Duration:00:01:31
Incident Reporting Workflow
Duration:00:01:32
Auditing: The Clinic’s Internal Compass
Duration:00:01:28
Corrective Actions: Turning Discovery into Prevention
Duration:00:01:14
Metrics and Monitoring Tools
Duration:00:00:34
Building a Culture of Continuous Vigilance
Duration:00:00:30
6.4 Exercise: 10 MCQs with Answers at the End
Duration:00:05:18
7.1 Hiring Scorecards, Onboarding, and Role Clarity
Duration:00:00:42
Hiring Scorecards: Objectivity in Selection
Duration:00:01:25
Structured Interviewing and Trial Shifts
Duration:00:00:47
Onboarding: From Orientation to Integration
Duration:00:01:48
Defining Role Clarity: The Antidote to Ambiguity
Duration:00:01:35
Sustaining People Systems Through Feedback
Duration:00:00:44
7.2 Coaching 1:1s, Feedback Loops, and Recognition
Duration:00:00:44
Coaching 1:1s: Turning Conversations into Development
Duration:00:01:37
Coaching in Action: The “Ask Before Tell” Method
Duration:00:00:49
Feedback Loops: Making Improvement a Daily Habit
Duration:00:01:15
Recognition: Fueling Motivation Through Meaning
Duration:00:01:25
Integrating Coaching, Feedback, and Recognition into Daily Life
Duration:00:00:40
Measuring Success: The Human Metrics
Duration:00:00:32
7.3 Conflict Resolution and Respectful Escalation Paths
Duration:00:00:43
Understanding the Nature of Workplace Conflict
Duration:00:00:56
Maya’s 4-Step Conflict Resolution Model
Duration:00:01:43
Conflict Prevention: Building a Culture of Early Dialogue
Duration:00:00:50
Respectful Escalation Paths
Duration:00:01:28
Manager’s Role: Neutrality and Empathy in Mediation
Duration:00:00:47
Recognition After Resolution
Duration:00:00:29
7.4 Exercise: 10 MCQs with Answers at the End
Duration:00:04:36
8.1 Choosing KPIs that Drive Behavior
Duration:00:00:47
Defining a “Behavioral KPI”
Duration:00:01:04
Maya’s Four Dimensions of Clinic KPIs
Duration:00:01:28
From Dashboard to Daily Discipline
Duration:00:01:02
Leading vs. Lagging Indicators
Duration:00:00:24
Avoiding KPI Overload and “Vanity Metrics”
Duration:00:00:43
The Behavioral Ripple Effect
Duration:00:00:41
Maya’s KPI Design Checklist
Duration:00:00:40
8.2 Root-Cause Thinking and Simple RCA Tools
Duration:00:00:46
The Purpose of Root-Cause Thinking
Duration:00:01:01
Root-Cause Mindset: The 3 Shifts
Duration:00:00:32
The 5 Whys Method: Simplicity with Depth
Duration:00:01:08
The Fishbone (Ishikawa) Diagram: Visualizing Complexity
Duration:00:01:08
The 3-Layer “Why Tree” Tool
Duration:00:00:42
Documenting and Acting on RCA Findings
Duration:00:00:41
RCA Pitfalls and How to Avoid Them
Duration:00:00:38
RCA and Culture: The Learning Loop
Duration:00:00:42
8.3 PDSA in the Clinic: From Idea to Standard Work
Duration:00:00:36
Understanding the PDSA Cycle
Duration:00:00:52
Step 1: Plan – Define the Aim and Design the Test
Duration:00:00:59
Step 2: Do – Implement Small, Safe Tests of Change
Duration:00:00:52
Step 3: Study – Analyze and Reflect
Duration:00:00:48
Step 4: Act – Standardize or Adapt
Duration:00:00:38
Maya’s Real-World Example: Reducing No-Show Rates
Duration:00:00:32
Tools to Support PDSA Work
Duration:00:00:38
Embedding PDSA into Daily Operations
Duration:00:00:35
From Experiment to Standard Work
Duration:00:00:48
8.4 Exercise: 10 MCQs with Answers at the End
Duration:00:05:07
9.1 Getting the Best from EHR and PM Systems
Duration:00:00:52
Understanding the Dual Engine: EHR and PM Systems
Duration:00:00:29
Optimizing EHR Utilization: From Data Entry to Decision Support
Duration:00:01:51
Practice Management Mastery: Turning Data into Revenue and Rhythm
Duration:00:01:47
Integration: Bridging Clinical and Administrative Data
Duration:00:00:50
Data Stewardship: Governance, Security, and Accuracy
Duration:00:00:46
Training: The Secret to EHR and PM Success
Duration:00:00:41
9.2 Telehealth Workflow, Etiquette, and Follow-Up
Duration:00:00:48
Building a Seamless Telehealth Workflow
Duration:00:02:24
Professional Etiquette in Virtual Care
Duration:00:01:08
Post-Visit Follow-Up and Documentation
Duration:00:01:34
Integrating Telehealth into Daily Operations
Duration:00:00:54
Continuous Improvement: Learning from Virtual Encounters
Duration:00:00:39
9.3 Dashboards, Data Literacy, and Privacy Safeguards
Duration:00:00:48
Designing Dashboards that Drive Action
Duration:00:01:37
Cultivating Data Literacy Across the Team
Duration:00:01:26
Maya’s Framework for Data-Informed Leadership
Duration:00:00:42
Privacy and Data Safeguards: The Ethical Foundation
Duration:00:01:48
The Ethics of Analytics
Duration:00:00:48
9.4 Exercise: 10 MCQs with Answers at the End
Duration:00:05:32
10.1 Budgeting, Forecasts, and Capacity Planning
Duration:00:00:34
Building a Purpose-Driven Budget
Duration:00:01:34
Forecasting: Seeing Beyond the Present
Duration:00:01:07
Capacity Planning: Matching Resources to Demand
Duration:00:01:34
Linking Financial Strategy to Mission Impact
Duration:00:00:29
Monitoring and Continuous Refinement
Duration:00:00:40
Maya’s Principles for Sustainable Financial Stewardship
Duration:00:00:30
10.2 Adding Services and Managing Provider Panels
Duration:00:00:40
Strategic Evaluation Before Service Expansion
Duration:00:01:51
Pilot Testing Before Full Launch
Duration:00:00:45
Marketing and Patient Education
Duration:00:00:43
Managing Provider Panels for Growth and Balance
Duration:00:01:15
Aligning Capacity with Provider Panels
Duration:00:00:51
Governance and Continuous Evaluation
Duration:00:00:48
10.3 Reputation, Outreach, and Partnerships that Last
Duration:00:00:38
Building a Reputation Strategy
Duration:00:01:33
Outreach: Bringing the Clinic Beyond Its Walls
Duration:00:01:32
Partnerships that Strengthen, Not Strain
Duration:00:01:08
Managing Reputation Through Partnerships
Duration:00:00:51
Sustaining Community Trust Over Time
Duration:00:00:44
10.4 Exercise: 10 MCQs with Answers at the End
Duration:00:05:29
Conclusion: Your 90-Day Roadmap and How to Sustain the Gains
Duration:00:00:38
Your 90-Day Roadmap for Implementation
Duration:00:02:23
Sustaining the Gains: The Leadership Habits That Last
Duration:00:01:05
Your Clinic, Your Legacy
Duration:00:00:49