Which step is not part of in-processing a beneficiary?

• A. Print laboratory/radiology results and place in records
• B. Collect records
• C. Obtain documented personal health status information
• D. Recommended preventive services

Answer: (D)

In-processing a beneficiary focuses on gathering and organizing information to start the chart. Printing laboratory and radiology results and placing them in the records ensures the chart has current data ready for care. Collecting records from previous providers is another essential part of assembling the complete history, and obtaining documented personal health status information gives a baseline for future decisions. Recommending preventive services, while important for ongoing care, is typically something done as part of planning and delivering care over time rather than during the initial intake to set up the chart. So the step that doesn’t fit in-processing is recommending preventive services.