Naming Documents

DC SHEETS – Patient’s Late Name, First Name DOS DC

·         Exp. Adame, Nadia 3-11-26 DC

SIGN IN: DOS Sign In

RE-EXAM: Last Name, First DOS ReExam

INSURANCE: Last, first – Year Insurance

PATIENT UPDATE: Last, first – (Year) Patient Update

EOBs (Explanation of Benefits) is a statement sent by a health insurer detailing how a medical claim was processed, outlining services received, the amount covered and patient responsibility.

·         Patient’s Last Name, First Name EOB# 1111111 DOS

REMITTANCE (Insurance payments) a sum of money sent by mail/electronically.

·         Last Name, First Name CK# 11111111 DOS

MEDICAL RECORDS

·         Last Name, First name – Release of Records

·         Last Name, First Name – Medical Records Request

-     Last, First Name – Medical Records Results



PI/VA PATIENTS

·         Last Name, First Name – Final Notes + Bill $(amount)

·         Initial VA Referral

·         Last Name, First Name – VA Referral

·         After Initial Referral Save as: Last Name, First Name (DOS 3-11-26) VA Referral

REFERRALS

·         Process notes: L, F – DOS Emerge Ortho Process Notes

·         Referrals: L, F – Referral to Emerge Ortho

·         Referral to Health 1st: L, F - Referral from Emerge Ortho

SOAP NOTES

·         Last Name, First Name DOS Soap Notes

·         Last Name, First Name – Initial Soap Notes