Looking for Medical Records Administrator Templates to download? See the main templates that a Medical Records Administrator would use in their day-to-day work.
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Medical Records Administrator Templates
Contents
Medical Records Administrator Templates
There is a huge number of templates that someone in the Medical Records Administrator role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Medical Records Administrator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Patient Admission Form
2. Medical History Form
3. Release of Information Form
4. Discharge Summary Template
5. Medical Records Request Form
6. Consent Form
7. Audit Checklist Template
8. Incident Report Form
9. Medical Records Inventory Spreadsheet
10. Monthly Performance Report Template
Reports
Reports are often prepared by a Medical Records Administrator to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Patient Admission Report
2. Patient Discharge Report
3. Medical Coding Report
4. Health Information Exchange Report
5. Quality Assurance Report
6. Audit and Compliance Report
7. Physician Productivity Report
8. Revenue Cycle Report
9. Health Information Management Report
10. Electronic Health Record Utilization Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Medical Records Administrator does and how they do it.
1. Patient Admission SOP
2. Medical Records Retrieval SOP
3. Release of Information SOP
4. Record Storage and Organization SOP
5. Electronic Health Record Management SOP
6. Record Retention and Destruction SOP
7. HIPAA Compliance SOP
8. Quality Assurance and Audit SOP
9. Record Transfer and Discharge SOP
10. Staff Training and Development SOP
Presentations
Medical Records Administrator presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Financial Report Template
2. Staff Performance Review Template
3. Quality Improvement Presentation Template
4. Training and Development Template
5. Compliance and Audit Presentation Template
Legal Docs
There are several key times when a Medical Records Administrator needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Consent Form Template
2. Release of Information Template
3. Medical Records Request Template
4. HIPAA Authorization Template
5. Medical Records Retention and Destruction Policy Template
Health & Safety Templates
Health & Safety templates for a Medical Records Administrator ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Workplace Hazard Assessment Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Health and Safety Training Attendance Record Template
Calendars
Setting up Medical Records Administrator calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Staff Schedule Calendar
2. Patient Appointment Calendar
3. Medical Records Request Calendar
4. Compliance and Audit Calendar
5. Training and Education Calendar
Invoice Templates
Several types of Medical Records Administrator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Patient Invoice
2. Insurance Invoice
3. Supplier Invoice
4. Staff Payroll Invoice
5. Equipment Maintenance Invoice
Survey Templates
For a Medical Records Administrator to get insights related to the work they do, they need to send out Medical Records Administrator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Physician Feedback Survey
3. Employee Engagement Survey
4. Health Information Management Survey
5. Medical Records Quality Assurance Survey
Meeting Agendas
Having premade Medical Records Administrator meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Staff Meeting
2. Quality Improvement Meeting
3. Departmental Performance Review Meeting
4. Compliance and Audit Meeting
5. Training and Development Meeting
Budget Templates
To manage finances well, a Medical Records Administrator would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Operating Budget Template
2. Personnel Budget Template
3. Supplies and Equipment Budget Template
4. Training and Development Budget Template
5. Capital Expenditure Budget Template
Dashboards
Dashboards are a useful way for a Medical Records Administrator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Patient Demographics Dashboard
2. Medical Coding Accuracy Dashboard
3. Health Information Exchange Dashboard
4. Compliance and Audit Dashboard
5. Revenue Cycle Management Dashboard
Proposal Templates
For bidding or requesting work, a Medical Records Administrator needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Budget Proposal
2. Staffing Proposal
3. Technology Upgrade Proposal
4. Training and Development Proposal
5. Quality Improvement Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Medical Records Administrator templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
