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Sam works as the records manager for an urgent care clinic in a midsize city. His clinic is joining forces with another nearby to form a large urgent care facility that can meet the needs of the growing suburban area. Sam is aware that his clinic’s records are managed using a number code system. The other clinic codes their records using an alphabetical system. He also knows that the new urgent care facility will have an electronic records management (ERM) system that will be unfamiliar to all records employees. The merger and relocation to a new facility will take four months. What factors does Sam need to consider in this decision? How can he combine the two record-keeping methods? Which approach should the new clinic take? What challenges does the new ERM system present, and how can Sam overcome them?


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