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Medical Record Forms Committee

Purpose and Scope

The Medical Record Forms Committee is charged with overseeing the development of new documents, condensing the existing catalog of forms, editing and making recommendations for all forms completed by VUMC users that are entered into the electronic medical record. The scope for this committee includes all forms that will become part of the medical record either by electronic creation, scanning, or image upload that do not require a patient signature and include, but are not limited to clinical, administrative, and research documents.

Outcomes of this committee include:

  • Develop an organizational structure to manage/control form and/or electronic template creation or revision.
  • Review all forms not requiring a patient signature prior to build or inclusion in the medical record.

The review/approval process aims to:

  • optimize usability and operational flow and processes
  • encourage standardization and minimize multiple similar forms
  • assure compliance with VUMC policy and standards
  • confirm documents comply with regulatory/statutory standards
  • assign document type and naming standard


The Medical Record Forms Committee reports to the Health Record Executive Committee under the auspices of the Medical Center Medical Board.


The Medical Record Forms Committee meets the second and fourth Tuesdays every month.

Committee Members

Chair                                                                                      Kate Copeland

Primary Staff                                                                        Angie Estes

Accreditation & Standards                                                 Lauren Terzo

Health IT Customer Relationship Manager                     Adam Hall

EpicLeap – HIM                                                                    Nancy Anderson

Legal Affairs                                                                          Adrienne Kepner

Clinical IT – Physician                                                          Todd Peters

Clinical IT - Nursing                                                              Karen Hughart

Admitting/Registration                                                        Marsha Kedigh

Nursing Leadership                                                             Barb Shultz

Center for Health Information Management                  Gaye Smith

Center for Health Information Management/OnBase   Diane Neel

Center for Health Information Management                  Elizabeth Thielke

Main OR Administration                                                     Andy Shaw

Ambulatory Leadership                                                      Ann Cross and Brian Walker

Provider                                                                                 Brian Rothman, M.D.

Printing Services                                                                   Sean Carroll