Ambulatory Medical Record Review Tool Page 3

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Scoring
Chart
Chart
Chart
Chart
Chart
1
2
3
4
5
Y = Yes, Criteria
Met 1 Point
N = No - 0 point
Member ID #
NA = Not Applicable
Age/Sex
1 point
b) history of alcohol use
COMMENTS
c) history of substance abuse
d) psycho/social/behavioral
e) serious accident
f) surgical procedures
g) illnesses
2. Children / Adolescents: Past
medical history/questionnaire for
pts. Seen > 3 times includes:
a) smoking habits (> 14 yrs. old)
b) history of alcohol use ( > 14
yrs. old)
c) history of substance abuse (14
yrs.)
d) * surgical procedures
e) * childhood illnesses
f). personal/psychosocial / family
history
*
g.
pre-natal / delivery history (if
applicable)
B. Is there a completed immunization
record? ( Use current guidelines
for scoring)
C. Is there documentation of health
education?
D.
Are preventative services used
according to accepted guidelines?
*
Critical elements to be met for acceptable standards
+
Safety measures
3
EXCEL MSO, LLC Ambulatory Medical Record Review Tool

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