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Audit Guide

Having a BetterChart™ increases patient safety. And quality improvement in healthcare documentation starts by determining where your pain points are.

Learn the right questions to ask and the step-by-step instructions to uncover issues lurking in your Health Information Management (HIM).

Executive Summary

You don't have to accept the delays and inaccuracies of patient record indexing.

Unlock your HIM optimization and learn what it means to have a BetterChart™.

Discover how SmartFiler can help.

Educational Webinar


Maybe you don’t realize you’re putting patient safety at risk if medical records indexing isn’t completed in a timely manner. In this video we’ll take a closer look at this important issue.


Don’t risk patient
safety with slow
medical records indexing

The timeliness of your medical records indexing has a direct link to patient safety. Here, we take a close look at this important issue.

How to audit your
HIM operations

Explore your record indexing processes to discover the issues that cause delays and inaccuracies.

Learn how 3 ambulatory
groups optimized
their medical records

DISC’s medical records indexing helped throughout three major IT transitions, including switching EHRs and moving from decentralized to centralized fax and document scanning.

How to Switch to Epic EHR with Minimal Disruption to Filing and Indexing Medical Records

Changing EHRs without understanding the way they approach indexing will drastically hamper your fax and scan workflow. Ignoring this workflow leads to a backlog of patient health records, which ultimately affects your providers’ ability to give quality patient care.

Epic in particular has some key differences in how it handles document filing and indexing that is often overlooked. Organizations who switch to Epic are the most prone to experiencing a backlog.

You can avoid this problem with strategic planning. That way, your go-live date can happen without slowing down your health information management team or affecting provider access to patient health information.

In this guide you will learn:

  • Five key differences in how Epic EHR handles incoming patient documents versus other major EHR vendors
  • How those differences will hamper your filing and indexing speed if they are not addressed before your go-live date
  • Step-by-step solutions to prepare your HIM team for a seamless transition
  • Tools and services to improve filing and indexing speed and accuracy
  • Examples of large organizations who successfully switched to Epic EHR while improving their indexing workflows


Learn from our experience to improve your electronic medical records. Read what interests you and reach out with any questions.

Epic EMR streamlines many parts of health information management (HIM). But when you first make the switch from another electronic medical record system (EMR), it can be difficult.  At DISC, ...


While helping organizations switch to Epic EHR, we’ve learned the common problems that can pop up. And we’ve developed a toolbox of best practices to help overcome them. SmartFiler is ...


How to regain control of indexing and open orders Many electronic health record systems (EHRs) make it optional to match incoming documents with open orders. But not Epic. The Epic ...


Changing EHR vendors can cause significant disruption in access to patient health information putting patients at risk by backlogged or inaccurate documentation. This is what a St Louis-based integrated delivery ...


When it was time for one of the largest multi-specialty medical groups in Michigan to switch EHRs from NextGen to Epic, they wanted to be sure the inevitable disruption of ...


EHRs approach document indexing differently. Changing EHRs is a type of disruption that can lead to a backlog of patient health records that negatively affect your providers’ ability to give ...


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