Electronic Health Records, Understanding the Medical Office Workflow

Electronic Health Records

Understanding the Medical Office Workflow

By Rick Schanhals, BSE, University of Michigan, College of Engineering President, MedTrak Systems, Inc. North Muskegon, Michigan


  1. Introduction to the Electronic Health Record
  2. Medical Clinic Workflow
  3. Adding Patients
  4. Helpful Tips and Navigation
  5. Attaching Payers to a Patient
  6. Scheduling
  7. Patient Registration
  8. Clinic Status Screen
  9. Nursing Intake
  10. Initial Contact (Physician)
  11. Open Orders Processing
  12. Out the Door (Overview)
  13. Additional Orders (Physician)
  14. Referrals (Physician)
  15. Diagnosing (Physician)
  16. Patient History and Physical Exam (Physician)
  17. Prescribing (Physician)
  18. Aftercare Instructions (Physician)
  19. Evaluation and Management (Physician)
  20. Nursing Discharge
  21. Payment Collection (Front Desk)
  22. Pending Results
  23. Unbilled Charges
  24. Posting Charges to a Bill
  25. Printing Bills
  26. Payment Processing
  27. Accounts Receivable
  28. Collection Activity
  29. Refunds

Appendix A: Front Desk Case Studies

Appendix B: Clinical Case Studies

Appendix C: Administrative and Charting Case Studies

Appendix D: Billing and Coding Case Studies

Index