1. Medical Students Documenting in the EMR
Elizabeth McMurtry, DO, FACEP
Assistant Dean for Clinical Education and Faculty Development
Pacific Northwest University
of Health Sciences

2. Learning Objectives and Topics
At the end of this module, you will be able to:
Describe the roles and capabilities of medical students documenting in the electronic medical record (EMR).
To achieve the above objectives, you will learn the following:
General information for Medical Students accessing and documenting in the EMR
Suggested Models for Medical Students as documenters in the EMR
Physician Macro for Medical Student Documentation

3. Purpose of the EMR Documentation Training
Welcome to the Medical Students EMR Documentation Training Module.  
The purpose of the PNWU documentation program is to enhance the medical student experience while preparing the student to better assist the preceptor in the delivery of health care to the patient.
Many things in health care have changed over the past decades, and medical education in the clinical setting needs to change to provide relevant opportunities for medical students. In today’s medical practice, most preceptors are on production models.  They would like to teach, but cannot risk having productivity suffer because medical learners are present.  At the same time, computer charting has taken an increasing amount of time.  
What patients need has not changed, and medical students have time and expertise to share with them.  Medical students can also assist their preceptors in the delivery of health care to permit more time for the preceptor to teach.  The result should be a rich learning environment where the medical student is learning by doing, and the preceptor’s expertise can be shared without compromising patient care.

4. New Regulations for Medical Students Documenting in the EMR
Effective January 1, 2018:
The Centers for Medicare & Medicaid Services (CMS) is revising the Medicare Claims Processing Manual, Chapter 12, Section , to update policy on Evaluation and Management (E/M) documentation to allow the teaching physician to verify in the medical record any student documentation of components of E/M services, rather than re-documenting the work. Students may document services in the medical record.
However, the teaching physician must verify in the medical record all student documentation or findings, including history, physical exam and/or medical decision making. The teaching physician must personally perform (or re- perform) the physical exam and medical decision making activities of the E/M service being billed, but may verify any student documentation of them in the medical record, rather than re-documenting this work.

5. Purpose of the EMR Documentation Training
This module outlines possible student roles for documenting in the medical record independently, describes how students can scribe for preceptors when requested to do so, and enlightens preceptors about how students can assist with the EMR.
Three different models for utilizing a medical student as a documenter will be presented.
A template for physician verification note is included at the end of the presentation.

6. Suggested Models for Medical Students Documenting in the EMR
Model 1: Student sees the patient first then documents. 
The medical student sees a patient independently, interviews the patient, does an examination as directed by the preceptor, and documents findings in the student note in the medical record.  The preceptor may see several patients while the student sees the assigned one.  When the preceptor returns, the student gives a brief summary of the interview and exam with the student’s differential diagnosis and plan.  The physician then does an examination while the medical student makes any corrections in the medical record on the basis of the preceptor’s patient assessment.  At the end of the encounter, the physician briefly gives the student feedback to correct errors and teach clinical reasoning.
The physician then enters a verification note, stating an independent physical exam was performed, citing active participation in the medical decision making, and confirming (or correcting) the details, findings, and medical decision making points in the student’s note.

7. Suggested Models for Medical Students Documenting in the EMR
Model 2: Physician documents while student sees the patient.
The physician acts as “scribe”, documenting the physician note, while observing the medical student conduct the interview and examines the patient.  The physician will need to repeat key components of the exam and must personally complete the activities of medical decision making that are used for billing purposes.  The physician has an opportunity to observe the student’s interview and examination skills and can give feedback and constructive criticism.

8. Suggested Models for Medical Students Documenting in the EMR
Model 3: Student documents while observing physician's encounter.
The physician interviews and examines patients while the student documents.  This model may be used to orient the student to the practice and the EMR, or used at times to help the physician stay on schedule.  The physician should review salient points of each encounter to enhance the student learning experience. 

9. Suggested Models for Medical Students Documenting in the EMR
The ideal rotation experience will involve a combination of models to maximize student learning while having the student assist the physician in documentation and in the delivery of healthcare.
In addition to entering H&P documentation into the medical record, the physician may ask the student to perform other computer-oriented tasks helpful in patient care:
Deliver patient education
Select patient educational handouts
Look up research articles
Verify drug dosages
Check for drug/drug interactions

10. Suggested Physician Verification Template
The following template is one suggestion for the physician verification note required to complete the student’s documentation:
“I performed an independent physical exam, I actively participated in the medical decision making components of this encounter, and I confirm (or correct) the details, findings, and medical decision making points in the student’s note.”

11. Student Documenting in the EMR
This presentation provides preceptors with information about how medical students can participate in utilizing the EMR to enhance patient care.
If you have any questions, please contact Dr. McMurtry
Thank you!