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NURSING
PROCESS
Prepared by:
ROWENA R. TOSOC RN, MAN, PhD
IMPLEMENTING
IMPLEMENTING
 Action phase in which the nurse performs
the nursing intervention
 Consists of doing and documenting the
activities that are the specific nursing
actions needed to carry out the
interventions.
IMPLEMENTING SKILLS
Cognitive Skills (Intellectual Skills)
 Include problem solving, decision making,
critical thinking and creativity
Interpersonal Skills
 All the activities, verbal and nonverbal,
people use when interacting directly with
one another.
 Use of therapeutic communication
IMPLEMENTING SKILLS
Technical Skills
 Purposeful “hands-on” skills such as
manipulating equipment, giving injections,
bandaging, moving, lifting and
repositioning clients
 Also called procedures or psychomotor
skills.
PROCESS OF IMPLEMENTING
 Reassessing the client
 Determining the nurse’s need for
assistance
 Implementing the nursing interventions
 Supervising the delegated care
 Documenting nursing activities
Reassessing the Client
 Nurse must reassess the client to make
sure the intervention is still needed
 New data may indicate a need to change
the priorities of care or the nursing
interventions.
Determining the Nurse’s Need for
Assistance
 The nurse is unable to implement the
nursing activity safely or efficiently along.
 Assistance would reduce stress on the
client.
 The nurse lacks the knowledge or skills to
implement a particular nursing activity.
Guidelines in Implementing the
Nursing Interventions
1. Base nursing interventions on scientific
knowledge, nursing research and
professional standards of care .
2. Clearly understand the interventions to
be implemented and question any that
are not understood.
3. Adapt activities to the individual client.
4. Implement safe care.
Guidelines in Implementing the
Nursing Interventions
5. Provide teaching, support and comfort.
6. Be holistic
7. Respect the dignity of the client and
enhance the client’s self-esteem.
8. Encourage clients to participate actively
in implementing the nursing intervention.
Supervising Delegated Care
 If care has been delegated to other health
personnel, the nurse responsible for the
client’s overall care must ensure that the
activities has been implemented according
to the care plan.
Documenting Nursing
Activities
 Record the interventions and client
responses in the nursing progress notes.
 The nurse may record routine or recurring
activities in the client record at the end of
a shift.
EVALUATING
EVALUATING
 Planned, ongoing, purposeful activity in
which clients and health care
professionals determine:
a. The client’s progress toward achievements
of goals/outcomes.
b. The effectiveness of the nursing care plan.
Evaluation Process
 Collecting fata related to the desired
outcomes
 Comparing the data with outcomes
 Relating nursing activities to outcomes
 Drawing conclusions about problem status
 Continuing, modifying or terminating the
nursing care plan
Collecting Data
 The nurse collects data so that
conclusions can be drawn whether goals
have been met.
 Collect both objective and subjective data.
 Data must be recorded concisely and
accurately to facilitate the next process of
evaluation.
Comparing Data with Outcomes
 Both the nurse and client play an active role in
comparing the client’s actual responses with
the desired outcomes.
 Three possible conclusions:
1. The goal was met; the client response is
the same as the desired outcome.
2. The goal was partially met; either a short
term goal was achieved but the long term
goal was not or the desired outcome was
only partially attained
3. The goal was not met.
Evaluation Statement consists of two parts:
 Conclusion – statement that the
goals/desired outcome was met, partially
met or not med
 Supporting data – list of client response
that support the conclusions
 Example: Goal met: Oral intake 300 ml
more than output; skin turgor resilient;
mucous membranes moist.
Relating Nursing Activities to
Outcomes
 Determine whether the nursing activities
had any relation to the outcomes.
 Never assumed that a nursing activity was
the cause of or only factor in meeting,
partially meeting or not meeting a goal.
Drawing Conclusions about
Problem Status
When goals are met, the nurse can draw one of
the following conclusions:
 The actual problem stated in the nursing
diagnosis has been resolved or the potential
problem is being prevented and the risk
factors no longer exist.
 The potential problem stated in the nursing
diagnosis is being prevented, but the risk
factors are still present.
 The actual problem exits even though some
goals are being met.
Drawing Conclusions about
Problem Status
When goals have been partially met or when
goals have not been met, two conclusions may
be drawn:
 The care plan may need to be revised, since
the problem is only partially resolved.
 The care plan does not need revisions,
because the client merely needs more time to
achieve the previously established goal(s).
Continuing, Modifying and
Terminating the Nursing Care Plan
 Whether or not goals were met, a number
of decisions need to be made about
continuing, modifying or terminating
nursing care for each problem.
 Before making modifications, the nurse
must determine if the plan as a whole was
completely effective.
EVALUATING THE QUALITY OF
NURSING CARE
Quality Assurance
 Ongoing, systematic process designed to
evaluate and promote excellence in the health
care provided to clients.
 Three Components of Care to be Evaluated:
1. Structure Evaluation
2. Process Evaluation
3. Outcome Evaluation
 Structure evaluation focuses on the
setting in which care is given.
 Process evaluation focuses on how the
care was given.
 Outcome evaluation focuses on
demonstrable changes in the client’s
health status as a result of nursing care
Quality Improvement
 Evaluating and improving the quality of
health care based on internal assessment
by health care providers and increasing
awareness by the public in medical errors
are not uncommon and can be lethal.
 Sentinel event –unexpected occurrence
involving death or serious physical or
psychological injury or the risk thereof.
 Root cause analysis – process of
identifying the factors that bring about
deviations in practices that lead to the
event.
Nursing Audit
 Audit means the examination or review of
records.
 Retrospective audit is the evaluation of a
client’s record after discharge from an
agency.
 Concurrent audit is the evaluation of a
client’s health care while the client is still
receiving car from the agency.
DOCUMENTATION &
REPORTING
 Discussion – informal oral consideration
of a subject by two or more health care
personnel to identify a problem or
establish strategies to solve a problem.
 Report – oral, written, or computer-based
communication intended to convey
information to others.
 Record - a written or computer based
Recording/Charting/Documenting
 The process of making an entry on a client
record.
Client record, also called a chart or client
record
 A formal, legal document that provides
evidence of a client’s care.
Ethical and Legal Considerations
 “The nurse has the duty to maintain
confidentiality of all patient information.”
 Nurses’ Code of Ethics
 Patient’s Bill of Rights
 Data Privacy Law
Ensuring Confidentiality of Computer
Records.
1. A personal password is required to enter and sign off
computer files. Do not share password with anyone.
2. After logging on, never leave a computer terminal
unattended.
3. Do not leave a client information displayed on the
monitor.
4. Shred all unneeded computer-generated worksheets.
5. Know the facility’s policy and procedure for correcting
an entry error.
6. Follow agency procedures for documenting sensitive
material such as a diagnosis of AIDS.
7. IT personnel must install a firewall to protect the server
from unauthorized access.
Purposes of Client Records
 Communication
 Planning Client Care
 Auditing Health Agencies
 Research
 Education
 Reimbursement
 Legal Documentation
 Health Care Analysis
Documentation System
 Source-oriented record
 Problem-oriented medical record
 Problem, intervention, evaluation (PIE)
model
 Focus charting
 Charting by exception (CBE)
 Computerized documentation
 Case management
SOURCE-ORIENTED RECORD
 The traditional client record.
 Each person or department makes
notations in a separate section or sections
of the client’s chart
 Narrative Charting – a traditional part of
the source-oriented record; consists of
written notes that include routine care,
normal findings and client problems,
Advantage:
 Convenient because care providers from each
discipline can easily locate the forms on which
to record data and easy to trace the
information specific to one’s discipline.
Disadvantage
 Information about a particular client problem
is scattered throughout the chart; it is difficult
to find chronological information on a client’s
problem and progress.
PROBLEM-ORIENTED MEDICAL
RECORD
(POMR or POR)
 The data are arranged according to the
problems the client has rather than the
source of the information.
 Four basic components:
 Database
 Problem list
 Plan of care
 Progress notes
Database
 Consists of all information known about
the client when the client first enters the
health care agency.
 Includes the nursing assessment, the
physician’s history, social and family data
and the results of the physical examination
and baseline diagnostic tests.
Problem List
 Derived from the database
 Listed in the order in which they are
identified, and the list is continually
updated as new problems are identified
and others resolved.
Plan of Care
 The initial list of orders or plan of care is
made with reference to the active
problems.
 Generated by the person who lists the
problems.
 Nurses write nursing orders or nursing
care plans.
Progress Note
 A chart entry made by all health
professional involved in a client’s care.
 Are numbered to correspond to the
problems on the problem list and may be
lettered for the type of data
SOAP,SOAPIE, SOAPIER, APIE
 S Subjective Data
 O Objective Data
 A Assessment
 P Plan
 I Interventions
 E Evaluations
 R Revision
SOAP Format
3/4/2020
14:00
S
O
A
P
“My skin is itchy on my back and arms, and it’s
been like this for a week.”
Skin appear clear – no rash or irritation noted.
Marks where client has scratched noted on left and
right forearms. Allergic to elastoplast has not been
in contact. No previous history of pruritus.
Altered comfort (pruritus): cause unknown
Instructed not to scratch skin
Applied calamine lotion to back and arms at 1430
Cut fingernails
Assess further to determine whether recurrence
associated with specific drugs or foods.
Refer to physician and pharmacist for assessment.
Tiglao RN
SOAPIER Format
3/4/2020
14:00
S
O
A
P
I
E
R
“My skin is itchy on my back and arms, and it’s been like this
for a week.”
Skin appear clear – no rash or irritation noted. Marks where
client has scratched noted on left and right forearms.
Allergic to elastoplast has not been in contact. No previous
history of pruritus.
Altered comfort (pruritus): cause unknown
Instruct not to scratch skin
Apply calamine lotion to back and arms
Cut fingernails
Assess further to determine whether recurrence associated
with specific drugs or foods.
Refer to physician and pharmacist for assessment.
Instructed not to scratch skin.
Applied calamine lotion to back and arms at 1430
Assisted to cut fingernails
Notified physician and pharmacist of problem
States “I’m still itchy. That lotion didn’t help.”
Remove calamine lotion and apply hydrocortisone cream as
ordered.
M. Nebiar RN
APIE Format
3/4/2020
14:00
A
P
I
E
Generalized pruritus r/t unknown cause
States “My skin is itchy on my back and arms, and it’s
been like this for a week. Skin appear clear. No rash or
irritation noted. Marks where client has scratched noted
on left and right forearms. Allergic to elastoplast has not
been in contact. No previous history of pruritus.
Instruct not to scratch skin
Apply calamine lotion to back and arms at 1430
Cut fingernails
Assess further to determine whether recurrence
associated with specific drugs or foods.
Refer to physician and pharmacist for assessment.
Instructed not to scratch skin.
Applied calamine lotion to back and arms at 1430
Assisted to cut fingernails
Notified physician and pharmacist of problem
States “I’m still itchy. That lotion didn’t help.”
C. Nealega, RN
FOCUS CHARTING
 Intended to make the client and client
concerns and strengths the focus of care.
 The focus may be a condition, a nursing
diagnosis, a behavior, a sign or symptom,
an acute change in the client’s condition or
a client strengths.
 The progress notes are organized into (D)
data, (A) action and (R) response, referred
to as DAR.
 Data – reflects assessment phase
(subjective and objective data)
 Action – reflects planning and
implementation
 Response – reflects the evaluation phase
Date/Hour Focus Progress Notes
3/5/2011
0900
0930
Pain D: Guarding abdominal incision.
Facial grimacing. Rates pain at
“8” on scale of 0-10
A: Administered morphine sulfate
4mg IV
R: Rate pain at “1”. States willing
to ambulate.
CHARTING BY EXCEPTION
 A documentation system in which only
abnormal or significant findings or
exceptions to norms are recorded.
 Three Elements:
 Flow Sheets – Ex: graphic record, fluid
balance record, daily nursing assessment
record, client teaching record, client
discharge record and skin assessment
record
 Standards of nursing care – Documentation
by reference to the agency’s printed
standards of nursing practice eliminates
much of the repetitive charting of routine
care. For example, “the nurse must ensure
that the unconscious client has oral care at
least q4h. – only a check mark in the routine
standard box on the graphic record.
 Bedside access to chart forms – All
flowsheets are kept at the client’s bedside to
allow immediate recording and to eliminate
the need to transcribe data from the nurse’s
worksheet to the permanent record.
COMPUTERIZED
DOCUMENTATION
 Developed as a way to manage the huge
volume of information required in
contemporary health care.
 Nurse use computers to store the client’s
database, add new data, create and revise
care plans and document client progress.
Advantages of Computer Documentation
 Computer records can facilitate a focus on client outcomes.
 Bedside terminals can synthesize information from
monitoring equipment
 It allows nurses to use their more efficiently.
 The system links various sources of client information
 Client information, requests and results are sent and
received quickly.
 Link to monitors improve accuracy of documentation.
 Bedside terminals eliminate the need to take notes on a
worksheet before recording.
 Bedside terminals permit the nurse to check an order
immediately before administering a treatment or medication.
 Information is legible
 The system incorporates and reinforces standards of care.
 Standard terminology improves communication.
Disadvantages of Computer Documentation
 Client’s privacy may be infringed on if security
measures are not used.
 Breakdown make information temporarily
unavailable.
 The system is expensive
 Extended training periods may be required when a
new or updated system is installed.
CASE MANAGEMENT
 Emphasizes quality, cost-effective care
delivered within an established length of
stay
 This uses a multidisciplinary approach to
planning and documenting client care,
using critical pathway
DOCUMENTING NURSING
ACTIVITIES
Admission Nursing Assessment
 A comprehensive admission assessment, also
referred to as an initial database, nursing
history or nursing assessment, is completed
when the client is admitted to the nursing unit
Nursing Care Plans
 Traditional care plan – written for each client
 Standardized care plan – developed to save
documentation time; base on institution’s
standards of practice.
Kardexes
 A widely used, concise method of organizing and
recording data about a client, making information
quickly accessible to all health professionals.
 Client’s name, age, admission date, physician’s name,
diagnosis and type of surgery and date.
 Allergies
 List of medications (date of order and times of
administration)
 List of IV (date)
 List of daily treatment or procedures
 List of diagnostic procedures
 Diet
 Problem list, stated goals and list of nursing
approaches to meet goals and relieve the problems.
Flow Sheets
 Graphic Record
 Input and Output Record
 Medication Administration Record
 Skin Assessment Record
Progress Notes
 Made by nurses provide information about
the progress a client is making toward
achieving desired outcomes.
Nursing Discharge/ Referral Summaries
 Completed when the client is being discharged and
transferred to another institution or to a home setting
where a visit by a community health nurse is required.
 Client’s physical, mental and emotional status at
discharge
 Resolved health problems
 Unresolved continuing problems and continuing care
needs
 Treatment to be continued
 Current medication
 Restrictions to activity
 Functional/self-care abilities
 Comfort level
 Support network
 Client education provided
 Discharge destination
GUIDELINES FOR RECORDING
 Date and Time
 Timing
 Legibility
 Permanence
 Accepted Terminology
 Correct Spelling
 Signature
 Accuracy
 Sequence
 Appropriateness
 Completeness
 Conciseness
 Legal Prudence
REPORTING
 Purpose: To communicate specific
information to a person or group of
people.
 A report, whether oral or written, should be
concise, including pertinent information
but no extraneous detail.
Change-of-Shift Records
 Given to all nurses on the next shift
 Purpose: Provide continuity of care for
clients by providing the new caregivers a
quick summary of clients needs and
details of care to be given.
ROOM 201 – C.W.
Admitted last night for pneumonia
Allergic Penicillin
DNR
IV of D5/0.45 NS at 100ml/hr in L forearm
Need sputum for C&S
Temp102.4F; Tylenol given at 0600
Lung sound diminished in lower lobes
Key Elements of a Change-of-Shift
Report
 Follow a particular order
 Provide basic identifying information for each client
 For new clients, provide the reason for admission or medical
diagnosis, surgery, diagnostic tests, and therapies in past 24 hours.
 Include significant changes in client’s condition and present
information in order
 Provide exact information
 Report client’s need for special emotional support
 Include current nurse-prescribed and primary-care provider-
prescribed orders
 Provide a summary of newly admitted clients
 Report on clients who have been transferred or discharged from the
unit
 Clearly states priority of care and care that is due after shift begins
 Be concise
Telephone Reports
 Nurses inform primary care provides about a
change in a client’s condition; a radiologist
reports; transfer of client.
 The nurse receiving telephone report should
document the date and time, the person giving
the information, the subject of information
received and sign the notation.
 Example: 3/4/2021 1050 Ms. Carreras,
laboratory technician reported by telephone
that Mrs.Buena hematocrit was 39/100 ml
- AM.Bigueja, RN
 The person receiving the information should
repeat it back to the sender to ensure accuracy,
 Telephone reports usually include the client’s
name and medical diagnosis, changes in nursing
assessment, vital signs related to baseline,
significant laboratory data and related nursing
interventions.
 Example:
1200- Admitted from ER c/o burning upper right
quadrant abdominal pain. Rates pain at 6/10,
BP115/80, PR-100bpm, RR-15 bpm. Demerol 100 mg
given IM per order
1300- BP 100/40, PR-115bpm, RR-30bpm, Pain
unchanged. Color pale and diaphoretic. Reported by
telephone to Dr. Berce at 13:10
-L. Babilonia RN
Telephone Orders
 Some agencies allow only registered nurses to take
telephone orders.
 When primary care provider gives the order, write
the complete order down and read it back to the
primary care provider to ensure accuracy.
 Question for any order that is ambiguous, unusual
or contraindicated by the client’s conditions
 Then transcribe the order onto the physician’s
order sheet, indicating it as a verbal order or
telephone order.
 The order must be countersigned by the primary
care provider within 24 hours.
Guidelines for Telephone and
Verbal Orders
1. Know the state nursing board’s position on who
can give and accept verbal and phone orders.
2. Know the agency’s policy regarding phone orders
3. Ask the prescriber to speak slowly and clearly
4. Ask the prescriber to spell out the medication if
you are not familiar with it.
5. Question the drug, dosage or changes if they
seem inappropriate for this client.
6. Write the order down or enter into a computer
7. Read the order back to the prescriber. Use
words instead of abbreviations
8. Write the order on the physician’s order
sheet. Record date and time and indicate it
was telephone order. Sign name and
credentials.
9. When writing a dosage always put a number
before a decimal but never after a decimal.
10. Write out units
11. Transcribe the order
12. Follow agency protocol about the
prescriber’s protocol for signing telephone
orders
Nursing Rounds
 Procedures in which two or more nurses
visit selected clients at each client’s
bedside to:
 Obtain information that will help plan
nursing care.
 Provide clients the opportunity to discuss
their care.
 Evaluate the nursing care the client
received.
THANK YOU!

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2 nursing process

  • 3. IMPLEMENTING  Action phase in which the nurse performs the nursing intervention  Consists of doing and documenting the activities that are the specific nursing actions needed to carry out the interventions.
  • 4. IMPLEMENTING SKILLS Cognitive Skills (Intellectual Skills)  Include problem solving, decision making, critical thinking and creativity Interpersonal Skills  All the activities, verbal and nonverbal, people use when interacting directly with one another.  Use of therapeutic communication
  • 5. IMPLEMENTING SKILLS Technical Skills  Purposeful “hands-on” skills such as manipulating equipment, giving injections, bandaging, moving, lifting and repositioning clients  Also called procedures or psychomotor skills.
  • 6. PROCESS OF IMPLEMENTING  Reassessing the client  Determining the nurse’s need for assistance  Implementing the nursing interventions  Supervising the delegated care  Documenting nursing activities
  • 7. Reassessing the Client  Nurse must reassess the client to make sure the intervention is still needed  New data may indicate a need to change the priorities of care or the nursing interventions.
  • 8. Determining the Nurse’s Need for Assistance  The nurse is unable to implement the nursing activity safely or efficiently along.  Assistance would reduce stress on the client.  The nurse lacks the knowledge or skills to implement a particular nursing activity.
  • 9. Guidelines in Implementing the Nursing Interventions 1. Base nursing interventions on scientific knowledge, nursing research and professional standards of care . 2. Clearly understand the interventions to be implemented and question any that are not understood. 3. Adapt activities to the individual client. 4. Implement safe care.
  • 10. Guidelines in Implementing the Nursing Interventions 5. Provide teaching, support and comfort. 6. Be holistic 7. Respect the dignity of the client and enhance the client’s self-esteem. 8. Encourage clients to participate actively in implementing the nursing intervention.
  • 11. Supervising Delegated Care  If care has been delegated to other health personnel, the nurse responsible for the client’s overall care must ensure that the activities has been implemented according to the care plan.
  • 12. Documenting Nursing Activities  Record the interventions and client responses in the nursing progress notes.  The nurse may record routine or recurring activities in the client record at the end of a shift.
  • 14. EVALUATING  Planned, ongoing, purposeful activity in which clients and health care professionals determine: a. The client’s progress toward achievements of goals/outcomes. b. The effectiveness of the nursing care plan.
  • 15. Evaluation Process  Collecting fata related to the desired outcomes  Comparing the data with outcomes  Relating nursing activities to outcomes  Drawing conclusions about problem status  Continuing, modifying or terminating the nursing care plan
  • 16. Collecting Data  The nurse collects data so that conclusions can be drawn whether goals have been met.  Collect both objective and subjective data.  Data must be recorded concisely and accurately to facilitate the next process of evaluation.
  • 17. Comparing Data with Outcomes  Both the nurse and client play an active role in comparing the client’s actual responses with the desired outcomes.  Three possible conclusions: 1. The goal was met; the client response is the same as the desired outcome. 2. The goal was partially met; either a short term goal was achieved but the long term goal was not or the desired outcome was only partially attained 3. The goal was not met.
  • 18. Evaluation Statement consists of two parts:  Conclusion – statement that the goals/desired outcome was met, partially met or not med  Supporting data – list of client response that support the conclusions  Example: Goal met: Oral intake 300 ml more than output; skin turgor resilient; mucous membranes moist.
  • 19. Relating Nursing Activities to Outcomes  Determine whether the nursing activities had any relation to the outcomes.  Never assumed that a nursing activity was the cause of or only factor in meeting, partially meeting or not meeting a goal.
  • 20. Drawing Conclusions about Problem Status When goals are met, the nurse can draw one of the following conclusions:  The actual problem stated in the nursing diagnosis has been resolved or the potential problem is being prevented and the risk factors no longer exist.  The potential problem stated in the nursing diagnosis is being prevented, but the risk factors are still present.  The actual problem exits even though some goals are being met.
  • 21. Drawing Conclusions about Problem Status When goals have been partially met or when goals have not been met, two conclusions may be drawn:  The care plan may need to be revised, since the problem is only partially resolved.  The care plan does not need revisions, because the client merely needs more time to achieve the previously established goal(s).
  • 22. Continuing, Modifying and Terminating the Nursing Care Plan  Whether or not goals were met, a number of decisions need to be made about continuing, modifying or terminating nursing care for each problem.  Before making modifications, the nurse must determine if the plan as a whole was completely effective.
  • 23. EVALUATING THE QUALITY OF NURSING CARE Quality Assurance  Ongoing, systematic process designed to evaluate and promote excellence in the health care provided to clients.  Three Components of Care to be Evaluated: 1. Structure Evaluation 2. Process Evaluation 3. Outcome Evaluation
  • 24.  Structure evaluation focuses on the setting in which care is given.  Process evaluation focuses on how the care was given.  Outcome evaluation focuses on demonstrable changes in the client’s health status as a result of nursing care
  • 25. Quality Improvement  Evaluating and improving the quality of health care based on internal assessment by health care providers and increasing awareness by the public in medical errors are not uncommon and can be lethal.  Sentinel event –unexpected occurrence involving death or serious physical or psychological injury or the risk thereof.  Root cause analysis – process of identifying the factors that bring about deviations in practices that lead to the event.
  • 26. Nursing Audit  Audit means the examination or review of records.  Retrospective audit is the evaluation of a client’s record after discharge from an agency.  Concurrent audit is the evaluation of a client’s health care while the client is still receiving car from the agency.
  • 27. DOCUMENTATION & REPORTING  Discussion – informal oral consideration of a subject by two or more health care personnel to identify a problem or establish strategies to solve a problem.  Report – oral, written, or computer-based communication intended to convey information to others.  Record - a written or computer based
  • 28. Recording/Charting/Documenting  The process of making an entry on a client record. Client record, also called a chart or client record  A formal, legal document that provides evidence of a client’s care.
  • 29. Ethical and Legal Considerations  “The nurse has the duty to maintain confidentiality of all patient information.”  Nurses’ Code of Ethics  Patient’s Bill of Rights  Data Privacy Law
  • 30. Ensuring Confidentiality of Computer Records. 1. A personal password is required to enter and sign off computer files. Do not share password with anyone. 2. After logging on, never leave a computer terminal unattended. 3. Do not leave a client information displayed on the monitor. 4. Shred all unneeded computer-generated worksheets. 5. Know the facility’s policy and procedure for correcting an entry error. 6. Follow agency procedures for documenting sensitive material such as a diagnosis of AIDS. 7. IT personnel must install a firewall to protect the server from unauthorized access.
  • 31. Purposes of Client Records  Communication  Planning Client Care  Auditing Health Agencies  Research  Education  Reimbursement  Legal Documentation  Health Care Analysis
  • 32. Documentation System  Source-oriented record  Problem-oriented medical record  Problem, intervention, evaluation (PIE) model  Focus charting  Charting by exception (CBE)  Computerized documentation  Case management
  • 33. SOURCE-ORIENTED RECORD  The traditional client record.  Each person or department makes notations in a separate section or sections of the client’s chart  Narrative Charting – a traditional part of the source-oriented record; consists of written notes that include routine care, normal findings and client problems,
  • 34.
  • 35. Advantage:  Convenient because care providers from each discipline can easily locate the forms on which to record data and easy to trace the information specific to one’s discipline. Disadvantage  Information about a particular client problem is scattered throughout the chart; it is difficult to find chronological information on a client’s problem and progress.
  • 36. PROBLEM-ORIENTED MEDICAL RECORD (POMR or POR)  The data are arranged according to the problems the client has rather than the source of the information.  Four basic components:  Database  Problem list  Plan of care  Progress notes
  • 37. Database  Consists of all information known about the client when the client first enters the health care agency.  Includes the nursing assessment, the physician’s history, social and family data and the results of the physical examination and baseline diagnostic tests.
  • 38. Problem List  Derived from the database  Listed in the order in which they are identified, and the list is continually updated as new problems are identified and others resolved.
  • 39. Plan of Care  The initial list of orders or plan of care is made with reference to the active problems.  Generated by the person who lists the problems.  Nurses write nursing orders or nursing care plans.
  • 40. Progress Note  A chart entry made by all health professional involved in a client’s care.  Are numbered to correspond to the problems on the problem list and may be lettered for the type of data
  • 41. SOAP,SOAPIE, SOAPIER, APIE  S Subjective Data  O Objective Data  A Assessment  P Plan  I Interventions  E Evaluations  R Revision
  • 42. SOAP Format 3/4/2020 14:00 S O A P “My skin is itchy on my back and arms, and it’s been like this for a week.” Skin appear clear – no rash or irritation noted. Marks where client has scratched noted on left and right forearms. Allergic to elastoplast has not been in contact. No previous history of pruritus. Altered comfort (pruritus): cause unknown Instructed not to scratch skin Applied calamine lotion to back and arms at 1430 Cut fingernails Assess further to determine whether recurrence associated with specific drugs or foods. Refer to physician and pharmacist for assessment. Tiglao RN
  • 43. SOAPIER Format 3/4/2020 14:00 S O A P I E R “My skin is itchy on my back and arms, and it’s been like this for a week.” Skin appear clear – no rash or irritation noted. Marks where client has scratched noted on left and right forearms. Allergic to elastoplast has not been in contact. No previous history of pruritus. Altered comfort (pruritus): cause unknown Instruct not to scratch skin Apply calamine lotion to back and arms Cut fingernails Assess further to determine whether recurrence associated with specific drugs or foods. Refer to physician and pharmacist for assessment. Instructed not to scratch skin. Applied calamine lotion to back and arms at 1430 Assisted to cut fingernails Notified physician and pharmacist of problem States “I’m still itchy. That lotion didn’t help.” Remove calamine lotion and apply hydrocortisone cream as ordered. M. Nebiar RN
  • 44. APIE Format 3/4/2020 14:00 A P I E Generalized pruritus r/t unknown cause States “My skin is itchy on my back and arms, and it’s been like this for a week. Skin appear clear. No rash or irritation noted. Marks where client has scratched noted on left and right forearms. Allergic to elastoplast has not been in contact. No previous history of pruritus. Instruct not to scratch skin Apply calamine lotion to back and arms at 1430 Cut fingernails Assess further to determine whether recurrence associated with specific drugs or foods. Refer to physician and pharmacist for assessment. Instructed not to scratch skin. Applied calamine lotion to back and arms at 1430 Assisted to cut fingernails Notified physician and pharmacist of problem States “I’m still itchy. That lotion didn’t help.” C. Nealega, RN
  • 45. FOCUS CHARTING  Intended to make the client and client concerns and strengths the focus of care.  The focus may be a condition, a nursing diagnosis, a behavior, a sign or symptom, an acute change in the client’s condition or a client strengths.  The progress notes are organized into (D) data, (A) action and (R) response, referred to as DAR.
  • 46.  Data – reflects assessment phase (subjective and objective data)  Action – reflects planning and implementation  Response – reflects the evaluation phase Date/Hour Focus Progress Notes 3/5/2011 0900 0930 Pain D: Guarding abdominal incision. Facial grimacing. Rates pain at “8” on scale of 0-10 A: Administered morphine sulfate 4mg IV R: Rate pain at “1”. States willing to ambulate.
  • 47. CHARTING BY EXCEPTION  A documentation system in which only abnormal or significant findings or exceptions to norms are recorded.  Three Elements:  Flow Sheets – Ex: graphic record, fluid balance record, daily nursing assessment record, client teaching record, client discharge record and skin assessment record
  • 48.
  • 49.  Standards of nursing care – Documentation by reference to the agency’s printed standards of nursing practice eliminates much of the repetitive charting of routine care. For example, “the nurse must ensure that the unconscious client has oral care at least q4h. – only a check mark in the routine standard box on the graphic record.  Bedside access to chart forms – All flowsheets are kept at the client’s bedside to allow immediate recording and to eliminate the need to transcribe data from the nurse’s worksheet to the permanent record.
  • 50.
  • 51. COMPUTERIZED DOCUMENTATION  Developed as a way to manage the huge volume of information required in contemporary health care.  Nurse use computers to store the client’s database, add new data, create and revise care plans and document client progress.
  • 52. Advantages of Computer Documentation  Computer records can facilitate a focus on client outcomes.  Bedside terminals can synthesize information from monitoring equipment  It allows nurses to use their more efficiently.  The system links various sources of client information  Client information, requests and results are sent and received quickly.  Link to monitors improve accuracy of documentation.  Bedside terminals eliminate the need to take notes on a worksheet before recording.  Bedside terminals permit the nurse to check an order immediately before administering a treatment or medication.  Information is legible  The system incorporates and reinforces standards of care.  Standard terminology improves communication.
  • 53. Disadvantages of Computer Documentation  Client’s privacy may be infringed on if security measures are not used.  Breakdown make information temporarily unavailable.  The system is expensive  Extended training periods may be required when a new or updated system is installed.
  • 54. CASE MANAGEMENT  Emphasizes quality, cost-effective care delivered within an established length of stay  This uses a multidisciplinary approach to planning and documenting client care, using critical pathway
  • 55. DOCUMENTING NURSING ACTIVITIES Admission Nursing Assessment  A comprehensive admission assessment, also referred to as an initial database, nursing history or nursing assessment, is completed when the client is admitted to the nursing unit Nursing Care Plans  Traditional care plan – written for each client  Standardized care plan – developed to save documentation time; base on institution’s standards of practice.
  • 56. Kardexes  A widely used, concise method of organizing and recording data about a client, making information quickly accessible to all health professionals.  Client’s name, age, admission date, physician’s name, diagnosis and type of surgery and date.  Allergies  List of medications (date of order and times of administration)  List of IV (date)  List of daily treatment or procedures  List of diagnostic procedures  Diet  Problem list, stated goals and list of nursing approaches to meet goals and relieve the problems.
  • 57.
  • 58. Flow Sheets  Graphic Record  Input and Output Record  Medication Administration Record  Skin Assessment Record Progress Notes  Made by nurses provide information about the progress a client is making toward achieving desired outcomes.
  • 59. Nursing Discharge/ Referral Summaries  Completed when the client is being discharged and transferred to another institution or to a home setting where a visit by a community health nurse is required.  Client’s physical, mental and emotional status at discharge  Resolved health problems  Unresolved continuing problems and continuing care needs  Treatment to be continued  Current medication  Restrictions to activity  Functional/self-care abilities  Comfort level  Support network  Client education provided  Discharge destination
  • 60. GUIDELINES FOR RECORDING  Date and Time  Timing  Legibility  Permanence  Accepted Terminology  Correct Spelling  Signature  Accuracy  Sequence  Appropriateness  Completeness  Conciseness  Legal Prudence
  • 61. REPORTING  Purpose: To communicate specific information to a person or group of people.  A report, whether oral or written, should be concise, including pertinent information but no extraneous detail.
  • 62. Change-of-Shift Records  Given to all nurses on the next shift  Purpose: Provide continuity of care for clients by providing the new caregivers a quick summary of clients needs and details of care to be given. ROOM 201 – C.W. Admitted last night for pneumonia Allergic Penicillin DNR IV of D5/0.45 NS at 100ml/hr in L forearm Need sputum for C&S Temp102.4F; Tylenol given at 0600 Lung sound diminished in lower lobes
  • 63. Key Elements of a Change-of-Shift Report  Follow a particular order  Provide basic identifying information for each client  For new clients, provide the reason for admission or medical diagnosis, surgery, diagnostic tests, and therapies in past 24 hours.  Include significant changes in client’s condition and present information in order  Provide exact information  Report client’s need for special emotional support  Include current nurse-prescribed and primary-care provider- prescribed orders  Provide a summary of newly admitted clients  Report on clients who have been transferred or discharged from the unit  Clearly states priority of care and care that is due after shift begins  Be concise
  • 64. Telephone Reports  Nurses inform primary care provides about a change in a client’s condition; a radiologist reports; transfer of client.  The nurse receiving telephone report should document the date and time, the person giving the information, the subject of information received and sign the notation.  Example: 3/4/2021 1050 Ms. Carreras, laboratory technician reported by telephone that Mrs.Buena hematocrit was 39/100 ml - AM.Bigueja, RN
  • 65.  The person receiving the information should repeat it back to the sender to ensure accuracy,  Telephone reports usually include the client’s name and medical diagnosis, changes in nursing assessment, vital signs related to baseline, significant laboratory data and related nursing interventions.  Example: 1200- Admitted from ER c/o burning upper right quadrant abdominal pain. Rates pain at 6/10, BP115/80, PR-100bpm, RR-15 bpm. Demerol 100 mg given IM per order 1300- BP 100/40, PR-115bpm, RR-30bpm, Pain unchanged. Color pale and diaphoretic. Reported by telephone to Dr. Berce at 13:10 -L. Babilonia RN
  • 66. Telephone Orders  Some agencies allow only registered nurses to take telephone orders.  When primary care provider gives the order, write the complete order down and read it back to the primary care provider to ensure accuracy.  Question for any order that is ambiguous, unusual or contraindicated by the client’s conditions  Then transcribe the order onto the physician’s order sheet, indicating it as a verbal order or telephone order.  The order must be countersigned by the primary care provider within 24 hours.
  • 67. Guidelines for Telephone and Verbal Orders 1. Know the state nursing board’s position on who can give and accept verbal and phone orders. 2. Know the agency’s policy regarding phone orders 3. Ask the prescriber to speak slowly and clearly 4. Ask the prescriber to spell out the medication if you are not familiar with it. 5. Question the drug, dosage or changes if they seem inappropriate for this client. 6. Write the order down or enter into a computer
  • 68. 7. Read the order back to the prescriber. Use words instead of abbreviations 8. Write the order on the physician’s order sheet. Record date and time and indicate it was telephone order. Sign name and credentials. 9. When writing a dosage always put a number before a decimal but never after a decimal. 10. Write out units 11. Transcribe the order 12. Follow agency protocol about the prescriber’s protocol for signing telephone orders
  • 69. Nursing Rounds  Procedures in which two or more nurses visit selected clients at each client’s bedside to:  Obtain information that will help plan nursing care.  Provide clients the opportunity to discuss their care.  Evaluate the nursing care the client received.