section name header

Notes

Alphabetical filing systems order patient records by name.

UNIT 1UNIT 2UNIT 3UNIT 4
LAST NAMEFIRST NAMEMIDDLE NAME/INITIALTITLE (if applicable)

Put Nothing Before Something

For example, Ann before Anne:

Treat Hyphenated Names as One Name

For example:

Alphabetize Titles

For example, Jr. before Sr.:

Blank before I (nothing before something), I before II:

Ignore Capitalization Within a Surname

File in ABC order:

Married Versus Maiden Names

If Ms. Jones uses only the married name Rodrigues:

If Ms. Jones marries Mr. Rodrigues and hyphenates her name:

Hyphenated Names

Use a cross-reference guide:

Two Patients With Same Name

Use address to file in order according to this chart:

UNIT 1UNIT 2UNIT 3UNIT 4
CITYSTATESTREET NAMESTREET NUMBER

So, Mason before Washington:

Gary E. Burns
15 Mason Road
Willington, CT

Gary E. Burns
7 Washington Blvd
Willington, CT

And Willington before Windham:

Gary E. Burns
7 Washington Blvd
Willington, CT

Gary E. Burns
1 Adams Street
Windham, CT