Tips for Developing the Patient List for the Medical Record Review

The Site Visit Instructions and Agenda provide practical information on what happens before, during, and after the accreditation site visit. This resource outlines programs’ responsibilities with time frames to help with site visit preparation. In addition, a dedicated section focuses on the medical record review process, including development of the patient list. The instructions have been updated to indicate how to identify medical records for review when cases have not yet been abstracted. It’s important that the patient list be complete with all the cases identified in the instructions. Additional notes regarding the status of the case are not necessary. If the site reviewer subsequently chooses a record that will not be appropriate for review, programs should inform the site reviewer so he or she may randomly choose another record from the list.

The Site Visit Instructions and Agenda for all ACS Cancer Programs accreditation programs can be accessed in the Resources section of the Quality Portal (QPort).