The Electronic Health Record & use of the 'copy forward' function

Event Information
Product Format
Prerecorded Event
John E. Steiner, Jr., Esq., CHC
60 minutes
Product Description

Dos and Don’ts of ‘copy forward’ Functionality in Electronic Health Records

This program by expert speaker John E. Steiner is designed to assist clinicians, documentation specialists, coders, Information Technology personnel, Health Information Management directors and compliance professionals. The focus of the conference will be on documentation requirements for the Electronic Health Record and risks associated with copy forward.

The program includes categories of copy forward practices that are generally acceptable.  Practices that present some risk also will be covered.  Emphasis will be placed on practices to avoid and examples of such practices and their consequences will be provided.   You will also get reference to published resources, including recent government reports. 

Session Highlights:

  • Review of documentation requirements for the Electronic Health Record
  • Explanation of guidelines for the appropriate use of ‘copy forward’ in the EHI to maintain medical record integrity
  • Distinguish ‘copy forward’ from ‘refer to’ functions in the EHR
  • Risks of using ‘copy forward’ and practices to avoid
  • Overview of recent government scrutiny of copy forward (or ‘cloning’) practices
  • How clinicians use EHR to make decisions about patient care?
  • Importance of quality and integrity of EHR content
  • Know the process for notification in the event of incorrect documentation
  • Perspectives of the OIG and CMS on copy forward use and its relationship to billing practices
  • The EHR also is a business record

Who should attend?

  • Physicians
  • Health Information Management Directors
  • Clinical Documentation Specialists
  • Information Technology personnel
  • Coding  professionals
  • Compliance professionals


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About Our Speaker

John E. Steiner - Healthcare Compliance Expert

John E. Steiner, Jr., Esq., CHC is the Chief Compliance and Privacy Officer and Associate General Counsel for Cancer Treatment Centers of America (CTCA), based in Schaumburg, Illinois. He is responsible for the design, implementation and administration of the enterprise compliance program.

Prior to his current position, Mr. Steiner served in a similar role for UK HealthCare of the University of Kentucky, Lexington, Kentucky. ...   More Info
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