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skills/clinical-reports/assets/quality_checklist.md
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skills/clinical-reports/assets/quality_checklist.md
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# Clinical Report Quality Assurance Checklist
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## General Quality Standards
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### Completeness
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- [ ] All required sections present
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- [ ] No blank fields or missing information
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- [ ] All relevant clinical information included
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- [ ] Timeline of events clear and complete
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- [ ] All diagnostic tests and results documented
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- [ ] All treatments and interventions documented
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- [ ] Follow-up plan specified
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### Accuracy
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- [ ] Patient demographics correct
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- [ ] Dates and times accurate
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- [ ] Laboratory values with correct units and reference ranges
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- [ ] Medication names, doses, and frequencies correct
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- [ ] Diagnoses coded correctly (ICD-10)
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- [ ] Procedures coded correctly (CPT if applicable)
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- [ ] No contradictory information
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### Clarity
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- [ ] Clear, professional language
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- [ ] Medical terminology used appropriately
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- [ ] Abbreviations defined or standard only
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- [ ] Logical organization and flow
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- [ ] Legible (if handwritten)
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- [ ] No ambiguous statements
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- [ ] Clinical reasoning clearly explained
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### Timeliness
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- [ ] Documented in real-time or shortly after encounter
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- [ ] Discharge summary completed within 24-48 hours
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- [ ] Critical results communicated immediately
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- [ ] Regulatory reporting deadlines met
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---
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## Case Report Quality Checklist
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### CARE Guidelines Compliance
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- [ ] Title includes "case report"
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- [ ] Keywords provided (2-5 MeSH terms)
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- [ ] Structured abstract with all elements
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- [ ] Introduction explains novelty
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- [ ] Patient information present and de-identified
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- [ ] Clinical findings documented
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- [ ] Timeline provided (table or figure)
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- [ ] Diagnostic assessment detailed
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- [ ] Therapeutic interventions described
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- [ ] Follow-up and outcomes reported
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- [ ] Discussion with literature review
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- [ ] Patient perspective included (if possible)
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- [ ] Informed consent statement present
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### Privacy and Ethics
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- [ ] Informed consent obtained and documented
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- [ ] All 18 HIPAA identifiers removed
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- [ ] Dates removed or approximated
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- [ ] Ages reported appropriately (>89 aggregated)
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- [ ] Geographic information limited to state
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- [ ] Images de-identified or consented
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- [ ] IRB approval if applicable
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### Scientific Quality
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- [ ] Novelty clearly established
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- [ ] Literature search comprehensive
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- [ ] Differential diagnosis considered
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- [ ] Causality addressed
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- [ ] Limitations acknowledged
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- [ ] Learning points actionable
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- [ ] References current and relevant
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---
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## Clinical Trial Report Quality Checklist
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### SAE Report Checklist
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- [ ] All administrative information complete
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- [ ] Subject de-identified (ID number only)
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- [ ] Event description detailed
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- [ ] MedDRA coding applied
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- [ ] Seriousness criteria documented
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- [ ] Severity assessed
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- [ ] Outcome specified
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- [ ] Causality assessment completed with rationale
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- [ ] Expectedness determined
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- [ ] Action taken with study drug documented
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- [ ] Treatment for event described
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- [ ] Narrative comprehensive and chronological
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- [ ] Critical findings communicated if applicable
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- [ ] Regulatory timelines met (7-day, 15-day)
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### Clinical Study Report (CSR) Checklist
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- [ ] ICH-E3 structure followed
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- [ ] Synopsis complete and accurate
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- [ ] All sections numbered correctly
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- [ ] Abbreviations defined
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- [ ] Ethics approvals documented
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- [ ] Investigator list complete
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- [ ] Study design clearly described
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- [ ] Sample size justified
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- [ ] Statistical methods specified
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- [ ] CONSORT diagram included
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- [ ] Baseline demographics table
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- [ ] Primary endpoint results
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- [ ] All secondary endpoints reported
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- [ ] Adverse events summarized
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- [ ] Individual SAE narratives included
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- [ ] Discussion and conclusions present
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- [ ] Appendices complete (protocol, CRFs, etc.)
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---
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## Diagnostic Report Quality Checklist
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### Radiology Report
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- [ ] Patient demographics complete
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- [ ] Clinical indication documented
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- [ ] Comparison studies noted
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- [ ] Technique described
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- [ ] Findings systematic and comprehensive
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- [ ] Measurements provided for abnormalities
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- [ ] Impression summarizes key findings
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- [ ] Answers clinical question
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- [ ] Recommendations specified
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- [ ] Critical results communicated
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- [ ] Structured reporting used if applicable (BI-RADS, Lung-RADS, etc.)
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- [ ] Report signed and dated
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### Pathology Report
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- [ ] Specimen labeled correctly
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- [ ] Clinical history provided
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- [ ] Gross description detailed
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- [ ] Microscopic description comprehensive
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- [ ] Diagnosis clear and specific
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- [ ] Cancer staging complete (if applicable)
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- [ ] Margins documented
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- [ ] Lymph nodes quantified
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- [ ] Synoptic reporting used for cancer (CAP protocol)
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- [ ] Immunohistochemistry results included
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- [ ] Molecular results included if applicable
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- [ ] Report signed by pathologist
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### Laboratory Report
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- [ ] Specimen type documented
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- [ ] Collection time documented
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- [ ] Results with units
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- [ ] Reference ranges provided
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- [ ] Critical values flagged
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- [ ] Critical values communicated
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- [ ] Specimen quality noted
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- [ ] Methodology specified (if relevant)
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- [ ] Interpretation provided (when applicable)
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- [ ] LOINC codes assigned (for interoperability)
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- [ ] Report signed and dated
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---
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## Patient Documentation Quality Checklist
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### SOAP Note
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- [ ] Chief complaint documented
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- [ ] HPI comprehensive (≥4 elements)
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- [ ] Review of systems performed
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- [ ] Vital signs recorded
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- [ ] Physical exam documented (relevant systems)
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- [ ] Assessment with differential diagnosis
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- [ ] Plan specific and actionable
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- [ ] Return precautions provided
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- [ ] Follow-up arranged
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- [ ] Documentation supports billing level
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- [ ] Signed, dated, and timed
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### History and Physical (H&P)
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- [ ] Chief complaint
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- [ ] Detailed HPI
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- [ ] Past medical history
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- [ ] Past surgical history
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- [ ] Medications reconciled
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- [ ] Allergies documented
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- [ ] Family history
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- [ ] Social history
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- [ ] Review of systems (≥10 systems for comprehensive)
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- [ ] Complete physical exam (≥8 systems)
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- [ ] Laboratory and imaging results
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- [ ] Assessment and plan for each problem
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- [ ] Code status documented
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- [ ] Completed within 24 hours of admission
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- [ ] Signed and cosigned (if required)
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### Discharge Summary
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- [ ] Admission and discharge dates
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- [ ] Length of stay
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- [ ] Admission diagnosis
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- [ ] Discharge diagnoses (ICD-10 coded)
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- [ ] Hospital course narrative
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- [ ] Procedures performed
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- [ ] Discharge medications reconciled
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- [ ] New/changed/discontinued medications clearly marked
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- [ ] Discharge condition
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- [ ] Discharge disposition
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- [ ] Follow-up appointments
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- [ ] Patient instructions
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- [ ] Return precautions
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- [ ] Pending tests documented
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- [ ] Code status
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- [ ] Completed within 24-48 hours
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- [ ] Sent to outpatient providers
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---
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## Regulatory Compliance Checklist
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### HIPAA Compliance
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- [ ] Only minimum necessary PHI disclosed
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- [ ] PHI secured and protected
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- [ ] Patient authorization obtained (if required)
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- [ ] Business associate agreement (if applicable)
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- [ ] Audit trail maintained (electronic records)
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- [ ] Breach notification procedures followed
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- [ ] De-identification performed correctly
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### FDA/ICH-GCP Compliance (Clinical Trials)
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- [ ] GCP principles followed
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- [ ] Informed consent documented
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- [ ] IRB approval current
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- [ ] Protocol adherence documented
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- [ ] Source documentation adequate
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- [ ] ALCOA-CCEA principles met
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- [ ] 21 CFR Part 11 compliance (electronic records)
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- [ ] Safety reporting timelines met
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- [ ] Essential documents maintained
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---
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## Writing Quality Checklist
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### Grammar and Style
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- [ ] Correct spelling
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- [ ] Proper grammar
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- [ ] Appropriate punctuation
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- [ ] Consistent verb tense
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- [ ] Professional tone
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- [ ] Objective language
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- [ ] No personal pronouns in formal reports
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- [ ] Active voice used appropriately
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### Format and Presentation
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- [ ] Consistent formatting
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- [ ] Appropriate font and size
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- [ ] Adequate margins
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- [ ] Page numbers (if applicable)
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- [ ] Headers/footers appropriate
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- [ ] Tables properly formatted with labels
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- [ ] Figures high quality with legends
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- [ ] References formatted correctly
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### Medical Terminology
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- [ ] Terminology accurate
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- [ ] Abbreviations standard only
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- [ ] Abbreviations defined on first use
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- [ ] Units of measurement correct
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- [ ] Drug names correct (generic preferred)
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- [ ] Anatomical terms correct
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- [ ] Coding accurate (ICD-10, CPT, MedDRA)
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---
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## Documentation Integrity Checklist
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### Legal and Ethical Standards
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- [ ] Facts documented, not opinions
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- [ ] Patient quotes when relevant
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- [ ] Non-compliance documented objectively
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- [ ] No alterations to original record
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- [ ] Addendums used for corrections
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- [ ] Addendums clearly labeled
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- [ ] All entries signed and dated
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- [ ] Authorship clear
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### Billing and Coding Support
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- [ ] Medical necessity documented
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- [ ] Complexity of care documented
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- [ ] Time documented (if time-based billing)
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- [ ] ICD-10 codes appropriate and specific
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- [ ] CPT codes match documented services
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- [ ] Modifiers appropriate
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- [ ] Documentation supports level of service billed
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---
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## Final Review Checklist
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Before finalizing any clinical report:
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- [ ] Read through entire document
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- [ ] Check for completeness
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- [ ] Verify all data accuracy
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- [ ] Ensure logical flow
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- [ ] Check spelling and grammar
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- [ ] Verify patient identifiers correct (or removed if de-identified)
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- [ ] Ensure compliance with regulations
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- [ ] Confirm all required signatures
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- [ ] Verify proper distribution
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- [ ] Archive copy appropriately
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---
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## Quality Metrics to Track
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- [ ] Report turnaround time
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- [ ] Amendment/addendum rate
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- [ ] Critical value communication time
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- [ ] Completeness score
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- [ ] Accuracy rate (errors per report)
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- [ ] Compliance rate
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- [ ] Patient safety events related to documentation
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- [ ] Peer review feedback
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---
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**Quality Assurance Reviewer:**
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**Name:** ____________________
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**Date:** ____________________
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**Signature:** ____________________
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**Quality Score:** _____ / 100
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**Issues Identified:**
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1. [Issue and recommendation]
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2. [Issue and recommendation]
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**Follow-up Required:** [ ] Yes [ ] No
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