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CLINICAL RECORDS MANAGEMENT POLICY Page 1 of 21 Reviewed: September 2017Policy Applies to: All Mercy Hospital staff who contribute to a patients clinical record Credentialed Specialists and Allied
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How to fill out clinical records management policy

01
Review the clinical records management policy template provided by your organization.
02
Familiarize yourself with the purpose and scope of the policy.
03
Identify the key stakeholders involved in clinical records management.
04
Establish clear guidelines for documenting patient information in the records.
05
Define the procedures and protocols for record creation, retrieval, storage, and disposal.
06
Include instructions on how to maintain the privacy and confidentiality of the records.
07
Ensure compliance with relevant laws and regulations pertaining to clinical records management.
08
Provide staff training on the policy and explain their responsibilities.
09
Regularly review and update the policy to adapt to changing requirements and technologies.
10
Seek input from relevant professionals and legal experts during the policy development process.

Who needs clinical records management policy?

01
Healthcare organizations such as hospitals, clinics, and medical practices.
02
Medical professionals including doctors, nurses, and other healthcare providers.
03
Administrative staff responsible for managing and organizing clinical records.
04
Compliance officers ensuring adherence to legal and regulatory requirements.
05
Health information management professionals responsible for maintaining accurate records.
06
Patients who want assurance that their medical information is appropriately managed and protected.
07
Insurance companies and auditors who may require access to medical records for claim processing and audits.
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Clinical records management policy is a set of guidelines and procedures that govern the creation, storage, retrieval, and disposal of clinical records in a healthcare setting.
Healthcare providers, facilities, and organizations are required to establish and maintain a clinical records management policy.
Clinical records management policy should be filled out by outlining the procedures for creating, organizing, storing, and securing clinical records.
The purpose of clinical records management policy is to ensure the accuracy, confidentiality, and accessibility of clinical records while complying with relevant laws and regulations.
Clinical records management policy should include details on record creation, storage locations, access controls, retention periods, and disposal methods.
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