1. Kelli Shugart RN,MS

2.  Documentation- written or typed, legal record of all pertinent interactions with the patient  Contains data used to:  Facilitate patient care  Serve as financial and legal record  Help in clinical research  Support decision analysis

3.  Patient Record- is a compilation of a patient’s health information  Joint Commission on Accreditation of Healthcare Organizations (JCAHO)- specifies that nursing care data be implemented into the patient record.  Patient assessment  Nursing diagnosis  Patient needs  Nursing interventions  Patient outcomes

4.  Aim: complete, accurate, concise, current, factual, and organized data communicated in a timely and confidential manner to facilitate care coordination and serve as a legal document.  Content  Timing  Format  Accountability  confidentiality

6.  Should be:  Consistent with professional and agency standards  Complete  Accurate  Concise  Factual  Organized  Timely  Legally prudent  confidential

7.  Crucial Omissions  Meaningless repetitious entries  Inaccurate entries  Length of time  Problems  Undermine nurse’s credibility as a professional discipline  Cause legal problems for the nurse responsible

8.  All info about patients is considered private or confidential.  Written on paper  Saved on computer  Spoken out aloud Names Address Telephone number Fax number Social security Reason person is sick or in the hospital, office, or clinic Treatment Information about PMH

9.  Might be found in:  Patient medical record  Computer systems  Telephone calls  Voice mails  Fax transmissions  E-mails that contain patient info  Conversations about patients between clinical staff

10.  Giving info over phone  Discussing a patient in areas where you can be over heard (elevators/cafeteria)  Discussing a patient you are not directly involved with  Leaving patient medical info in a public area  Failing to log off computer  Sharing or exposing passwords  Improperly accessing, reviewing, and/or releasing confidential info ………

11.  Workers must undergo HIPPA training and sign confidentiality agreements  Patients have a right to:  See and copy their health record  Update their health record  Get a list of the disclosures a healthcare institution has made independent of disclosures made for the purposes of treatment, payment, and healthcare options  Request a restriction on certain uses or disclosures  Choose how to receive health info

12.  Everyone who has access to the record (direct caregivers) is expected to maintain its confidentiality  Most agency grant nursing students access for education purposes….must hold info in confidence…Never use patient’s name when preparing written or oral reports  Agency policy indicates which personnel are responsible for recording on each form in the record…  Policy also indicates order of chart

13.  Policy may indicate frequency to record entries  What to record  Manner to identify self  Kelli Shugart, RN, GBCN  Sally Cabbage Patch, SN, GBCN  Which abbreviations are acceptable– see table 17-2

14.  Manner to record errors error KPS  Abdominal dressing dry and intact, 6 inches  Usually draw one line through and write “error” with your initials….Do not erase, use white out or scratch out  Documentation by unlicensed personnel  Storage of patient records  www.dukehealth.org/Privacy/PatientConfidentiality. www.dukehealth.org/Privacy/PatientConfidentiality

15.  Communication  Diagnostic and therapeutic orders  Verbal orders-order must be given directly by the physician, or nurse practitioner to a registered nurse or registered pharmacist  The only circumstance in which an attending physician, nurse practitioner, or house officer may issue orders verbally is in a medical emergency, when they are present but unable to write the actual order.

16.  The RN who receives the order will: 1. Record the orders in the medical record 2. Read the order back to verify accuracy 3. Date and note the time 4. Record V.O. (verbal orders), name of the MD who issued the orders, followed by the nurse’s name and title  Example:  Give 0.25mg po lanoxin Daily, starting in Am 9/18/09 V.O. Micheal Smith, MD/Kelli Shugart, RN

17.  It is the responsibility of the physician or nurse practitioner who issued the verbal order to: 1. Review the order for correctness 2. Sign the orders with his or her name, title, and pager number 3. Date and note the time he or she signs the orders  It is the responsibility of the unit secretary and/or the registered professional nurse to see that the orders are transcribed according to procedure

18.  Agency policy must be followed  Every T.O. must be repeated back to ensure that the nurse correctly understands what was ordered.  Must be on an order sheet  Co-Signed by physicians within a specific time  Fax orders must be legible and issued from a credentialed and privileged individual

19.  Follow similar protocol as V.O. (1-3) 4. Record T.O. (telephone order) and the full name and title of the physician or nurse practitioner (NP) who issues the orders. 5. Sign the orders with name and title  It is the responsibility of the physician or NP dictating the orders to sign them as soon as practical. With exception of orders for narcotics, anticoagulants, and antibiotics, which must be signed within 24 hours.

20.  Care Planning  Quality review  Research  Decision analysis  Education  Legal documentation  Reimbursement  Historical documentation

21.  Source oriented Records  Advantage Each discipline can easily find and chart data  Disadvantage Data fragmented  Problem-Oriented Medical Record- (POMR)  Example Box 17-3  Advantage Entire health team works together to determine list of problems Collaborative plan of care Progress notes clearly focus on patient problems

22.  Major parts of POMR:  Defined database  Problem list  Care plan  Progress notes  SOAP- originated from medical record  SOAPE  SOAPIE  SOAPIER (Intervention, Evaluation, Response)

23.  PIE- Problem, Intervention, Evaluation- originated from nursing  Example figure 17-2  Does not develop separate plan of care  At beginning of each shift patient problems are identified, numbered and documented in progress notes, and worked up using PIE format  Resolved problems are dropped  Advantage  Continuity and saves time (no separate Plan of Care)  Disadvantage  Nurses have to read all nursing notes to determine problems and planned interventions

25.  Focus charting  Focus may be on a patients  Strength  Problem  Need  Topics may include  Patient concerns and behaviors  Therapies and responses  Changes in condition  Significant events

26.  Focus  Narrative section uses the Data, Action, Response (DAR) format- example figure 17-3  Advantage  Holistic emphasis on patient  Ease of charting  Disadvantage  Some nurses argue that the DAR categories are artificial and not helpful when documenting care

28.  Charting by exception (CBE)- figure 17-4  Advantages  Decreased charting time  Greater emphasis on significant data  Easy retrieval of significant data  Timely bedside charting  Standardize assessment  Greater interdisciplinary communication  Better tracking of important patient responses  Lower cost  Disadvantage – limited usefulness in response to negligence claims against nurses

29.  Case Management Model  Advantages  Collaboration  Communication  Teamwork among disciplines  Efficient use of time increases quality  Disadvantage  Works for “typical” patient

30.  Case Management Model  Collaborative Pathways/critical pathways/care mapping –figure 17-5  Variance Charting  Personal Health Records (PHRs)

31.  Computerized Records  Guidelines/strategies for safe computer charting Never share passwords Don’t leave computer unattended Follow protocol when correcting errors, “mistaken entry” add correct info, date and initial entry. If wrong chart, write “mistaken entry – wrong chart”. Never create, delete or change entries Back up files Don’t leave info about patient for others to see Never use email to send protect health info Follow policy for documenting sensitive material

32.  Initial nursing assessment- Database  Kardex and Patient Care Summary  Plan of Care- student example chapter 14  Diagnosis  Goals  Expected outcomes  Interventions  Critical/collaborative pathways-chapter 14, figure 17-5  Abbreviated case management plan

33.  Progress notes  See Table 17-5 for advantages and disadvantages  Flow Sheets  Graphic (clinical) Record  24 Hour Fluid Balance Record  Medication Record  24 Hour Patient Care Record and Acuity Charting Forms

35.  Discharge and Transfer Summary  Home Healthcare Documentation  Long-Term Care Documentation  Potential legal problems—see BOX 17-4, page 381

37.  Reporting –  Face to face  Telephone  Messengers  Written  Audiotaped  Computer messages  Table 17-6 see advantages and disadvantages

38.  Change of Shift Reports  Telephone/telemedicine Reports  Transfer and Discharge Reports  Report to Family and Significant Others  Incident Reports

39.  Basic identifying information about each patient  Current appraisal of each patient’s health status  Changes in medical conditions and patient response to therapy  Where patient stands in relation to identified diagnoses and goals  Current orders (nurse and physician)  Summary of each newly admitted patient  Report on patient transferred or discharged

40.  Consultations and Referrals  Nursing and Interdisciplinary team Care Conferences  Nursing Care Rounds