Medical Writing and Proofreading Techniques

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Questions and Answers

Which of the following is generally true regarding number usage in writing, according to the guidelines?

  • Numbers 10 and above are expressed in numeric form, unless at the beginning of a sentence. (correct)
  • All numbers should be spelled out, regardless of their value.
  • Numbers should always be written as figures.
  • Numbers under 20 should always be spelled out.

In which situation is it most appropriate to use figures instead of spelling out a number?

  • When the number can be written in one word.
  • When referring to less than ten items.
  • When the number appears at the beginning of a sentence.
  • When the number represents a person's age. (correct)

Which of the following is NOT a typical area of focus for a proofreader?

  • Punctuation combinations
  • Two-letter words
  • Font size (correct)
  • Capital letters

In what order should a career proofreader ideally perform their tasks in a 'three-read system'?

<p>Composition, content, spelling. (C)</p> Signup and view all the answers

What is the primary characteristic of full block letter style?

<p>All elements aligned with the left margin (A)</p> Signup and view all the answers

What should happen to copies of correspondence regarding patients?

<p>They should be filed (or scanned/saved) in their charts. (C)</p> Signup and view all the answers

Which letter style requires aligning the complimentary close and typed signature with the dateline on the right?

<p>Modified block with dateline on the right (B)</p> Signup and view all the answers

Why is the full block letter style considered a popular choice?

<p>No tab stops are needed. (D)</p> Signup and view all the answers

Which of the following is NOT typically considered a primary function of written communication in a medical setting?

<p>Engaging in casual conversations with colleagues. (D)</p> Signup and view all the answers

Why is accuracy and professionalism particularly important in written medical communication?

<p>Written communication becomes part of the legal medical record and reflects on one's professionalism. (B)</p> Signup and view all the answers

What is the primary purpose of interoffice communication (IOC)?

<p>To provide informal, memo-style updates on specific internal concerns. (B)</p> Signup and view all the answers

What is the typical tone and format that is used in Interoffice Communication?

<p>Informal, memo-style (B)</p> Signup and view all the answers

Which of the following best describes the purpose of informal notes in a professional medical setting?

<p>Expressing thanks, congratulations, or similar personal sentiments. (D)</p> Signup and view all the answers

In what situation might a medical assistant be expected to draft personal correspondence on behalf of a provider?

<p>When corresponding with travel agencies, mail-order catalogs, or uniform suppliers. (B)</p> Signup and view all the answers

Which types of organizations do providers professionally correspond with?

<p>Professional associations, licensing boards, and other physicians. (C)</p> Signup and view all the answers

For which of the following scenarios are form letters MOST appropriate?

<p>Approving a patient's return to work or school after an illness. (C)</p> Signup and view all the answers

Where are the typist's initials placed in a professional letter?

<p>Two spaces below the sender's name (C)</p> Signup and view all the answers

When should both the dictator's and typist's initials be used in a letter?

<p>When the sender will not be signing the letter (D)</p> Signup and view all the answers

What does 'cc' stand for in a business letter?

<p>Carbon copy (C)</p> Signup and view all the answers

How should multiple recipients of a carbon copy (cc) be listed?

<p>Alphabetically or by rank (C)</p> Signup and view all the answers

What is a blind carbon copy (bcc)?

<p>A copy sent without the recipient's knowledge (A)</p> Signup and view all the answers

Where should a postscript (PS) be placed in a letter?

<p>Two spaces below the last notation (C)</p> Signup and view all the answers

What information should be included in the heading of a second page of a letter?

<p>Patient's name, page number, and date (A)</p> Signup and view all the answers

What should correspondence to a patient regarding a specialist consultation include?

<p>The reason for the appointment, the date and time of the appointment. (A)</p> Signup and view all the answers

What is the reason for typing or machine-printing the address on an envelope?

<p>To enable accurate reading and efficient delivery by optical character readers (OCRs). (B)</p> Signup and view all the answers

What should be the only information included on the bottom line of an envelope addressed to a foreign country?

<p>The country name, printed in capital letters. (C)</p> Signup and view all the answers

Why do envelopes larger than 6 ⅛ * 11 ½ inches require additional postage?

<p>They are considered non-standard size and require special handling. (A)</p> Signup and view all the answers

What is a key advantage of using a postage meter for a business with a large volume of mail?

<p>It allows for features like a moistener for sealing envelopes and may offer bulk mailing rates. (D)</p> Signup and view all the answers

What is the primary purpose of using fluorescent ink in a postage meter?

<p>The content doesn't mention the use of fluorescent ink in the meter. (D)</p> Signup and view all the answers

How does an EHR system reduce costs associated with mailing correspondence?

<p>By generating reminders, sending electronic communications via patient portals, and providing online registration forms. (A)</p> Signup and view all the answers

If the post office city, state, and ZIP code or ZIP + 4 do not reasonably fit on the same line of the address, where should the ZIP code or ZIP + 4 be placed?

<p>On the line immediately below the post office and state, aligned with the left edge of the address block. (D)</p> Signup and view all the answers

According to the guidelines, what is the minimum acceptable size for an envelope?

<p>3 ½ * 5 inches. (D)</p> Signup and view all the answers

What is the typical weight range for letterhead stationery and matching envelopes?

<p>16- to 24-pound (C)</p> Signup and view all the answers

How many sheets of paper are typically in a ream?

<p>500 sheets (C)</p> Signup and view all the answers

What characteristics should continuation pages have in relation to the letterhead?

<p>Matching weight, texture, and brightness (C)</p> Signup and view all the answers

When should the date typed on a letter indicate?

<p>When the content of the letter was dictated (B)</p> Signup and view all the answers

What should be avoided when composing a rough draft of a letter?

<p>Using 'I' and 'we' frequently, especially at the beginning of sentences (B)</p> Signup and view all the answers

Where can the inside address typically be sourced from when preparing a letter?

<p>Printed in the phone book or medical society directory (B)</p> Signup and view all the answers

Which of the following is true regarding the use of courtesy titles?

<p>Use Mr., Mrs., Miss, or Ms.; if gender is unknown, use Mr. (B)</p> Signup and view all the answers

What should you do when preparing the final copy of a letter?

<p>Compose the final copy and prepare the envelope. (D)</p> Signup and view all the answers

What information should be included in an appointment confirmation to a patient?

<p>The office's policy regarding missed or late-canceled appointments and associated fees. (C)</p> Signup and view all the answers

If a patient's insurance company requires prior authorization, where should this information be stated?

<p>In an appointment reminder or referral correspondence. (A)</p> Signup and view all the answers

What is the purpose of the follow-up letter from a specialist to the referring provider?

<p>To share the specialist's findings, diagnosis, and recommended treatment course. (D)</p> Signup and view all the answers

According to the content, who might be responsible for the actual processing of mail in a medical office?

<p>The manager, receptionist, administrative medical assistant, or mail clerk. (A)</p> Signup and view all the answers

What should an employee do if the office has no policy manual regarding mail handling?

<p>Consult with the office manager or the provider. (B)</p> Signup and view all the answers

How should mail marked 'personal' be handled?

<p>Placed unopened on the provider’s or office manager’s desk. (B)</p> Signup and view all the answers

Besides a letter opener, what other tools can be useful when opening mail?

<p>Paper clips, stapler, and date stamp. (B)</p> Signup and view all the answers

What information can be recorded and transmitted electronically using EHR referral applications?

<p>The referring provider’s specialty, authorization number, and authorized visits. (A)</p> Signup and view all the answers

Flashcards

Communication

The exchange of information, thoughts, or messages by signals, speech, writing, or behavior.

Written Communication

Correspondence that includes notes, emails, letters, and official documents.

Interoffice Communication (IOC)

Informal, memo-style communication focused on specific internal concerns.

Professional Letters

Written communication for official purposes, often addressing associations or boards.

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Form Letters

Standardized letters used for common communications like approvals or notifications.

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Legal Medical Record

Documentation that is part of a patient's official medical history.

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Documentation

The process of recording information, often electronically, for legal and professional purposes.

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Electronic Format

The modern way of documenting information digitally, prevalent in healthcare settings.

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Number formatting rule

Numbers under 10 are spelled out; 10 and above in numeric form.

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Beginning sentence rule

A number at the start of a sentence must be spelled out.

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Proofreading process

A careful reading to mark errors for correction.

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Three-read system

Career proofreaders check for sense, content, and then spelling.

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Full block letter style

All parts of the letter are flush with the left margin.

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Modified block style

The dateline, closing, and signature start right of center.

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Type of stationery

The quality and style of paper reflects the provider’s office.

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Common proofreading issues

Watch for erred punctuation, capitalization, and numbers.

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Letterhead Weight

The mass of letterhead paper, usually 16-, 20-, or 24-pound.

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Continuation Pages

Plain bond pages matching letterhead in weight, texture, and brightness.

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Watermark Identification

Determining the correct side of a watermark by holding paper to light.

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Rough Draft Composition

Creating an initial draft with clear, concise sentences.

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Proofreading

The process of checking a draft for errors and editing.

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Letter Formatting Standards

Guidelines to follow for layout, such as date and inside address.

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Courtesy Titles

Titles like Mr., Mrs., Miss, or Ms. used in addressing letters.

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Date Formatting

The correct way to write the date in letters, such as month/day/year.

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Appointment Notification Policy

Guidelines informing patients to notify the office if unable to attend appointments and the related charges for missed appointments.

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Prior Authorization

A requirement from insurance companies that must be confirmed before certain medical services are provided.

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Follow-Up Letter Requirements

A letter sent to the referring provider after an office visit, detailing findings, diagnosis, and treatment recommendations.

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Mail Sorting Practices

Standard methods for organizing incoming mail based on recipient relevance and urgency.

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Opening Mail Procedures

The process of properly opening and organizing mail using appropriate tools and methods.

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Referral Practices

Guidelines determining how referrals are processed based on insurance types, such as HMO or PPO.

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Handling Personal Mail

Mail marked as personal should be left unopened and directly delivered to the intended recipient.

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Mail Processing Roles

Different staff members involved in the handling and processing of incoming mail at an office.

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Optical Character Readers (OCRs)

Devices that read typed addresses on envelopes.

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Address Formatting

Properly formatting an address is crucial for efficient mail delivery.

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ZIP + 4 Code

A postal code format including five digits, a hyphen, and four additional digits.

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State Abbreviation

Standard two-letter codes for U.S. states in mailing addresses.

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Envelope Size Requirements

Standard sizes for envelopes must be followed for mailing.

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Stamped vs. Metered Mail

Mail can be sent using stamps or postage meters, each with different benefits.

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Postage Meter

Device used for printing postage directly on mail for efficiency; great for bulk mail.

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EHR Benefits for Mailing

Electronic Health Records help reduce mailing costs by digitizing communications.

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Typist's initials placement

Typist’s initials are placed two spaces below the sender’s name in lowercase.

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Enclosure notation

Use 'Enclosure' or 'Encl.' below reference initials when items are enclosed with the letter.

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Carbon copy (cc)

Enter 'cc' followed by names of all recipients below initials for copies sent.

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Blind carbon copy (bcc)

A copy sent to individuals without the knowledge of the main recipient, marked as bcc on the file copy.

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Postscript (PS)

A postscript is entered two spaces below the last notation.

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Letter header for second page

Include patient's name, page number, and date one inch from the top.

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Consultation letter content

Correspondence includes the reason for appointment, date, and time when sending to patients.

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Study Notes

Communication

  • Communication is the exchange of information, thoughts, or messages through signals, speech, writing, or behavior.
  • Correspondence includes written forms like notes, interoffice communication, emails, patient charts, letters, and business/personal letters.

Written Communication Uses

  • Informing staff about policies or decisions
  • Informing patients/customers about policies or decisions
  • Contacting professional colleagues
  • Corresponding with professional associations
  • Responding to or requesting medical consultations
  • Engaging in business communication with suppliers, consultants, attorneys, or insurance companies
  • Sending messages regarding a patient
  • Sending personal messages

Medical Records and Documentation

  • All documentation is part of the legal medical record.
  • Written communication reflects professionalism.
  • Most documentation is now electronic.

Interoffice Communication

  • Informal, memo-style communication.
  • Focuses on specific concerns.
  • Distributed electronically or by memo to ensure awareness of events, policies, and internal communications.

Informal Notes

  • Personal, first-name correspondence.
  • Used to express thanks, congratulations, or similar sentiments.

Professional Letters

  • Providers may need to communicate with associations, licensing boards, and physicians regarding medical issues affecting practice.
  • Providers may request assistance from medical assistants to write letters with the provider's signature regarding tasks such as travel agencies, mail-order catalogs, uniform suppliers.

Electronic Mail (Email) Pros

  • Enables communication with many people simultaneously.
  • Creates a record of the communication.
  • Facilitates easy information retrieval for correspondence
  • Is fast, accessible, and saves time when you need to communicate.
  • Enables attachment files without delay.
  • Environmentally friendly.

Electronic Mail (Email) Cons

  • Not best for highly charged issues.
  • Can be overused as a substitute for meetings
  • Not as secure as other forms of communication.
  • Can be used as evidence in court, increasing liability risk.
  • Can be a problem for time-sensitive issues.
  • Less personal and can be misunderstood.
  • Can result in email overload, leading to information overload.
  • Potential for virus transmission.

Email and Computer Viruses

  • Increased internet dependence raises threat of computer viruses.
  • Viruses can interfere with or destroy electronic files.

Form Letters

  • Useful for return-to-work/school approvals, annual physical/examination reminders, delinquent account reminders, missed appointments, and dismissals from practice.
    • Office visit verifications (for work or school absence).
    • Athletic participation approvals.
    • Information for referred patients (appointment confirmation, location, prep information).

Information Sheets

  • Patient education.
  • Specific written instructions regarding examinations and diagnostic tests performed in the office.
  • Reinforcement of office explanations.
  • Reminder to patients after leaving.
  • Excellent patient education material.

Ownership and Intellectual Property

  • Internal emails are owned by the company that provides the email system.
  • Do not copy or forward confidential company files or information. Avoid email or forwarding of patient information without consent.

General Writing Guidelines

  • Sentences should be appropriate lengths to match the material. Business letters require concise materials.
  • Avoid run-on sentences.
  • Use complete thoughts.
  • Capitalize names, holidays, and major work titles.
  • Use numbers consistently.
  • If a number is under 10, it is spelled out.

Proofreading

  • Proofreading is careful reading to correct errors
  • Watch for combinations of punctuation, words ending in “s”, capital letters, numbers, apostrophes, hyphens, dashes, periods, and commas, two-letter words, repeated letters.

Letter Styles

  • Full block style - alignment of all elements of the letter to the left.
  • Modified block style - the date, closing, and signature aligned to the right of the center. Addressing Envelopes
  • Use a standard font
  • Order of information: post office city, state, and ZIP code or ZIP + 4.

Preparing Mailings

  • Address envelopes correctly.
  • Use optical character readers (OCRs).
  • Ensure the correct address, to aid in accurate reading and efficient delivery.
  • Ensure use of appropriate fonts to meet standards that OCR systems utilize..

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