Filing Guide for Scanned Documents VSON Clinic/PT

Authorizations (Sub Folder)

Authorizations---Date Range YYYY/MM/DD - YYYY/MM/DD Auth ______#______Visits

Verifications of Benefits (Sub Folder)

Insurance Verification of Benefits----YYYY/MM/DD VOB

Patient Verification Sheet----YYYY/MM/DD VOB

DIAGNOSTIC DOCUMENTS
CT orders/Auth---------YYYY/MO/DATE-CT Order/Auth-body part
CT Report--------YYYY/MO/DATE- CT Report-body part
MRI Forms-----YYYY/MO/DATE-MRI Forms-body part
MRI Orders----YYYY/MO/DATE-MRI Orders-body part
MRI Report----YYYY/MO/DATE-MRI Report-body part
MRI Authorization/Denial------YYYY/MO/DATE- MRI Auth/Denial-body part
US Auth/Denial-----YYY/MO/DATE-US Auth/Denial-body part
US Report------YYYY/MO/DATE---US Report-body part
any outside reports 

CHART DOCS/FAX Refill Req/LETTERS
Spine Drawing-----YYYY/MO/DATE-Spine Drawing
Doctor Plan----- YYYY/MO/DD - Doctor Plan

LAB DOCUMENTS
Scanned Lab Results-----YYYY/MO/DATE- Lab Report
Pathology-----YYYY/MO/DATE-Pathology Report

PATIENT DOCUMENTS
Medical records request----YYYY/MO/DATE Medical records request
Insurance request for records----YYYY/MO/DATE- Insurance Request for records
Med records invoice----YYYY/MO/DATE- Med Rec Invoice
Med records release--------YYYY/MO/DATE-Med Rec Release
Disability Forms/Work Restrictions----YYYY/MO/DATE-Name of form (FMLA, Disability, Work Release etc.)
Insurance Cards--YYYY/MO/DATE, Insurance (BCBS, UHC, Medicare etc.) 
Photo ID's
Patient Letters: IE NO insurance present, Self Pay letter Etc
Non Work Comp Work Status Forms

 RX/DME
DME Forms------YYYY/MO/DATE-DME RX
RX------YYYY/MO/DATE-Medication Refill

EMG
EMG Auth-----YYYY/MO/DATE---EMG Auth
EMG Report------YYYY/MO/DATE-EMG Report
EMG Scheduling Form-----YYYY/MO/DATE-EMG Scheduling form

PT/HOME HEALTH
Home Health-----YYYY/MO/DATE-Home Health Report/RX
PT Script------YYYY/MO/DATE-PT Script
Progress Note------YYYY/MO/DATE- PT progress note

PROCEDURE DOCUMENTS
Op Report-------YYYY/MO/DATE-Op note-body part
Op Pictures YYYY/MO/DATE-OP Pictures-body part
Any outside reports

PROCEDURE SCHEDULING
Surgery Auth/Denial----YYYY/MO/DATE Surgery Auth/Denial-Surgery Date-body part
PreOP H&P------YYYY/MO/DATE--PREOP/H&P/Consents-Body part
Medical Clearance-----YYYY/MO/DATE-Medical Clearance-Document type
EKG Report-------YYYY/MO/DATE-EKG Report
Surgery Planning Forms----YYYY/MO/DATE- Surgery planning Form-date of surgery-body part
Consent/orders-------YYYY/MO/DATE-Consents/orders
PREOP LABS-----YYYY/MM/DD- Pre Op Labs

REFERRAL NOTES
Incoming referrals------- YYYY/MO/DATE-referral from facility
Outgoing referrals----------YYYY/MO/DATE-Referral to doctor name
Just the referral not the records

SPECIALTY FORMS
MMI Form YYYY/MO/Date
Work Comp Correspondence YYYY/MO/Date
Work Status Forms YYYY/MO/Date

EOB DOCUMENTS
Insurance Primary------YYYY/MO/DATE- Primary Insurance
Insurance Secondary------YYYY/MO/DATE-Secondary Insurance
Insurance Tertiary-----YYYY/MO/DATE-Tertiary Insurance
Insurance Travelers-----YYYY/MO/DATE-Travelers Insurance
Insurance Auto-------YYYY/MO/DATE-Auto Insurance
Insurance Correspondence-----YYYY/MO/DATE- Insurance Corr.-Type of document

CONSULT NOTES
outside doctor notes, office visits, clinic notes etc.

REGISTRATION Documents
HIPAA
Payment policy
Email/Text Communication
RX History Consent
Self Pay Waiver-----YYYY/MO/DATE-Self Pay Waiver
Urgent Care Letter —— YYY/MO/DATE-UC Letter

ENCOUNTER Health History Forms
Encounter Questions----YYYY/MO/Date-Encounter Questions
Health History---- YYYY/MO/Date-Health History
Review of Systems---- YYYY/MO/Date-Review of Systems 

AdvDirective Documents
LivingWill/Advance Directives-----YYYY/MO/DD- Living Will/Advance Directives

Outcome Scores
HOOS Hip Survey----YYYY/MO/DATE-HOOS Hip Survey
KOOS Knee Survey----YYYY/MO/DATE-KOOS Knee Survey
ODI----YYYY/MO/DATE-EB ODI
Tegner Sane Form-----YYYY/MO/DATE-Tegner Sane Form
NDI------YYYY/MO/DATE-EB NDI  

MISC
Legal
Letters from Physicians to attorneys

Credit Card Receipts
Credit Card Receipt-----YYYY/MM/DD- CC Receipt

Hospital Documents
Discharge Summary
Hospital Consult Notes
Direct Admit H & P