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When counting the years in a retention schedule, you should begin counting ____.


A) from the year after the file was produced
B) from the year the file was produced
C) from the day the file was closed
D) two years after the file was produced
E) six months after the file was produced

F) None of the above
G) B) and E)

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When choosing a storage facility for files, consider a(n) ____.


A) general storage facility
B) unused portion of a closet that stores chemicals
C) corner in the main office
D) commercial records center
E) cool, moist area such as a basement

F) A) and C)
G) B) and D)

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What constitutes an active file, as opposed to an inactive file?


A) A patient's file is active if she has been seen within the last 6 months.
B) The criteria are established by each individual practice.
C) Patients must be called and asked if they want their files closed.
D) A patient's file becomes inactive when the patient dies.
E) A patient's file becomes inactive after 7 to 10 years.

F) B) and D)
G) A) and C)

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Which of the following features is necessary for storing files?


A) A site that is kept cold
B) Cardboard storage containers
C) A site that is below ground
D) A site that is kept locked
E) A site that offers easy patient access

F) None of the above
G) A) and D)

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When recreating a lost patient record, you should note on the record that it is a(n) ________ record.

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Which of the following is a guideline for arranging files in alphabetical order?


A) Treat all parts of a patient's name as one unit
B) Treat a prefix as a separate unit
C) Treat a title as the last filing unit
D) Treat a hyphenated name as a single unit
E) Place initials after a full name spelled out

F) C) and E)
G) A) and B)

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The way patient records are created, filed, and maintained is called a(n) ____.


A) numeric filing system
B) sequential order
C) records management system
D) alphabetic filing system
E) alphanumeric filing system

F) A) and D)
G) C) and D)

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A horizontal file that often features doors that flip up and pullout drawers is called a ____.


A) rotary circular file
B) vertical file
C) lateral file
D) compactable file
E) filing shelf

F) A) and D)
G) A) and E)

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The heavy cardboard or plastic inserts used to identify a group of file folders in the file drawer are ____.


A) file guides
B) tabs
C) file sorters
D) out guides
E) file labels

F) None of the above
G) A) and D)

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The first step in the filing process is ____.


A) coding
B) inspecting
C) sorting
D) storing
E) indexing

F) C) and E)
G) B) and E)

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Which step of the filing process saves you time when you are returning files to their proper places?


A) Indexing
B) Coding
C) Sorting
D) Inspecting
E) Storing

F) A) and E)
G) A) and B)

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If you misplace a patient record, you should ________ your steps from the last place you knew the record's location.

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Medical practices use ____ files to avoid losing track of important dates.


A) supplemental
B) tickler
C) numerical
D) alphabetical
E) sequential

F) C) and D)
G) B) and E)

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Which of the following is a disadvantage of housing files in boxes?


A) They require more floor space.
B) They do not remain in one location and are easily misplaced.
C) They are often long, sometimes extending the full length of a wall.
D) They cannot be moved.
E) They are more expensive than other filing systems.

F) B) and D)
G) None of the above

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A numeric filing system ____.


A) is not used when patient confidentiality is especially important
B) organizes records according to the patient's last name
C) is the only practical system for a large practice
D) may include numbers that indicate where in the filing system a file can be found
E) is based primarily on dates

F) C) and D)
G) None of the above

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The rules for alphabetizing patient names are known as ________ rules.

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The first step in the filing process is ________; this is done to make sure the item is ready to be filed.

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In which type of files are patient records stored in a circular fashion and accessed by rotating the files?


A) Vertical files
B) Compactable files
C) Rotary circular files
D) Filing shelves
E) Lateral files

F) All of the above
G) A) and D)

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Files of patients who have died, moved away, or for some reason no longer consult the office are considered ____.


A) inactive files
B) suspended files
C) closed files
D) eliminated files
E) retained files

F) C) and E)
G) B) and C)

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What should you use when you need to distinguish files within a filing system?


A) Terminal digit filing
B) Color-coding
C) Numeric filing
D) Middle digit filing
E) Classifications

F) B) and C)
G) D) and E)

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