Documentation
Documentation Purposes
Documentation Purposes
Documentation Purposes
Clinical
Documentation Purposes
Documentation Purposes
Legal
Documentation Purposes
Legal
DeTarquina V. Jersey City EMS
In the case of DeTarquino v. Jersey City EMS, an Advanced Life Support (ALS) crew transported a
patient who had been injured during an assault to a local community hospital, they were evaluated
and then discharged. The patient later experienced a grand mal seizure and, after EMS was called
again, was this time transported to a trauma center. The patient subsequently went into a coma
and died of an intracranial bleed.
Documentation Purposes
Legal
DeTarquina V. Jersey City EMS
The patient’s family brought suit, alleging that during the course of treatment and transport by the first
EMS crew, the patient had vomited, but the crew had negligently failed to document that fact on their
PCR. The lawsuit alleged that this documentation oversight was critical, because documenting the fact
that a head-injured patient had vomited could be a sign of a potentially serious head injury, and had it
been documented, the initial hospital would not have discharged the patient. The Court of Appeals
agreed, finding that allegations of negligence specific to EMS documentation can be stated separate
and apart from allegations regarding negligent patient care. As a result, the court ruled that the qualified
immunity for acts of negligent care do not protect EMS caregivers when it is alleged that
their documentation was negligent.
In short, this case cautions us that there is a separate and distinct standard of care for EMS
documentation, and that your documentation can be negligent even when your patient care is not.
Documentation Purposes
Legal
• DeTarquina V. Jersey City EMS
• Patient vomited in presence of providers
• EMT’s didn’t pass on the fact he vomited
• Narrative included notation (–N/V)
• Crews were found negligent, not in their care, but in their documentation of care
• Appellate court determined that while EMS was provided immunity of liability for civil penalties, this
only covered the act of care, not the documentation that follows.
• They opined that while the direct care involved more difficulty to perform than by a physician in a
hospital, but the resulting documentation doesn’t involve that difficulty, therefore, it isn’t covered under
the NJ qualified immunity statute.
Documentation
Purposes
Legal
Documentation Purposes
Legal
Henslee V. Provena Hospitals
In yet another case, Henslee vs. Provena Hospitals, the court found that numerous documentation
deficiencies — including a crew’s omission of failed intubation attempts — constituted evidence of
deviation from their clinical protocols, which rose to the level of gross negligence. This case tells
us that sparse or poor documentation — including notable deficiencies of issues that should be
addressed in a PCR (like all treatments and interventions provided or attempted, even if
unsuccessful) can deprive EMS providers of the defense of qualified immunity and directly lead to
liability.
https://casetext.com/case/henslee-v-provena-hospitals
Documentation Purposes
Legal
Documentation Purposes
Legal
Documentation Purposes
Legal
Documentation Purposes
Legal
Browning vs. West Calcasieu Cameron Hospital
A court invalidated a signed patient refusal of care form because the crew had not taken the time
to explain to the patient the risks of refusing care. In that case, a woman had refused care, despite
showing signs that could have indicated a potential myocardial infarction (MI). The crew minimized
the patient’s symptoms, saying that she was probably “minding the heat,” and obtained a signature
on their refusal form. Since the court found that the crew failed to apprise the patient of the risks of
refusal, however, the release of liability language on the refusal form did not protect the EMS
providers.
https://casetext.com/case/browning-v-west-calcasieu?
Documentation Purposes
Legal
Documentation Purposes
Legal
• First Ambulance visit
• Two paramedics – one “taking the lead” and doing most of interaction, but both “working as a team”
• Run sheet stated they were called for syncope with nausea and vomiting
• Present Finding: Upon arrival found 57 year-old caucasian female seated on couch. Noted vomitus on
floor. Patient stated had eaten burger from Burger King approximately one hour prior to going for a
walk. Patient denied any chest pain or any medical history. Patient stated that when she returned to
the house, she became dizzy, light-headed, and nauseated. Husband stated he assisted her to the
floor in kitchen. Patient's skin cool and diaphoretic [or sweaty]. Patient AOX3. Patient stated she felt
she was fine after vomiting. Blood pressure was taken[.] . . . Patient again stated felt fine and refused
transport to hospital for evaluation.
• Family alleges patient told them she “was having a hard time breathing”, and they were told about left
arm and shoulder pain earlier.
Documentation Purposes
Legal
Documentation Purposes
Legal
Second Ambulance Visit
• Paramedics left, family assisted her to bathtub to help with “heat related” illness.
• Patient helped to couch after bath, then started gasping for breath and shaking.
• 911 reactivated. Same crew responded at appx 800 (presumed PM)
• Present Finding: Upon arrival found 57 year-old caucasian female lying supine on couch
pulseless [and hardly breathing]. No CPR in progress. Patient had been dizzy and nauseated
earlier this evening. Patient moved to the floor. Cardiac monitor shows ventricular fibrillation.
Patient is pale and [sweaty] but warm. Negative abdomen distention. Patient is incontinent.
Pupils equal at four millimeters and non-reactive. No available history or findings at present.
Documentation Purposes
Legal
Documentation Purposes
Legal
I admit that the above refusal is against the advice of the personnel of West Calcasieu Cameron Hospital
Ambulance Service who have advised me of the dangers which may result from my refusal including, and
not limited to the following:
________________________________________________
________________________________________________
________________________________________________
________________________________________________
___.
I realize that my refusal may cause or increase danger to myself or the patient. Nevertheless, I assume the risk
and accept the consequences of my refusal.
Furthermore, I do forever release and give up any claim, demand or action against West Calcasieu Cameron
Hospital Ambulance Service, and any and all persons employed by or responding with any fire unit,
rescue squad, police or ambulance unit, and do hereby covenant and agree to hold such persons and
entities harmless from any claim, demand, loss or action, by myself, the patient, or any person claiming by
or through myself or the patient for any alleged act or omission in the care or treatment of the patient in
compliance with the refusal. This release is binding on my heirs, executors, and assigns.
Documentation Purposes
Legal
• In the blank section Crew member wrote
• "Advised to suck on ice chips, take a tepid water bath to cool down and relax.“
• Later this was added "Possible heat related disorder versus syncope of unknown etiology versus possible cardiac
problem.“
• One crew member stated this was written after she signed the refusal, the completing crew member stated it was
included prior to signing.
• Admitted it wasn’t read word for word, didn’t recall advising her it could be life threatening, didn’t recall telling her it
could be a heart problem
• When asked if they tried everything to convince her to go, one medic responded with “It is not my job to convince
you. All I'm there . . . to do is to inform you of the possible injury or medical condition that you have. And if you are
coherent enough and you can make your decision . . . it's your decision whether you consent to . . . [being] treated
and transported.”
• When husband asked if patient was recommend to be transported, He stated “they didn’t recommend it, they just
asked if she wanted to go”
Documentation Purposes
Legal
• Previous cases found and copied from the following sources
• https://www.zolldata.com/blog/lessons-learned-from-ems-
documentation-legal-case-studies
• https://casetext.com/case/henslee-v-provena-hospitals
• https://casetext.com/case/browning-v-west-calcasieu?
Documentation
Purposes
Documentation Purposes
Operational/Compliance
Documentation Purposes
Documentation Purposes
Financial
Documentation Purposes
Financial
Recipe for Good Documentation
Recipe for Good Documentation
Accuracy
Recipe for Good Documentation
Recipe for Good Documentation
Completeness
Recipe for Good Documentation
ACCURACY COMPLETENESS THOROUGH
NARRATIVE
Recipe for Good Documentation
Narrative
Recipe for Good
Documentation
Accuracy
Completeness
Thorough Narrative
Spelling/Grammar
Recipe for Good Documentation
Spelling and Grammar
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Examples
Good and Bad
Documentation Methods
Documentation Methods
SOAP
Documentation Methods
SOAP
Documentation Methods
SOAP
Documentation Methods
SOAP
Narrative
DACHARTE
Method
D – Dispatch
A – Arrival
C – Chief Complaint
H – History
A – Assessment
R – Treatment (RX)
T – Transport/Hospital
E - Exceptions
Narrative
DACHARTE Method
Narrative
DACHARTE Method
Narrative
DACHARTE Method
D – Dispatch A – Arrival
Narrative
DACHARTE Method
Narrative
DACHARTE Method
D – Dispatch A – Arrival C – Chief Complaint
Narrative
DACHARTE Method
Narrative
DACHARTE Method
D – Dispatch A – Arrival C – Chief
Complaint
H – History
Narrative
DACHARTE Method
Narrative
DACHARTE Method
D – Dispatch A – Arrival C – Chief
Complaint
H – History A –
Assessment
Narrative
DACHARTE Method
Narrative
DACHARTE Method
D – DISPATCH A – ARRIVAL C – CHIEF
COMPLAINT
H – HISTORY A –
ASSESSMENT
R – TREATMENT
(RX)
Narrative
DACHARTE Method
Narrative
DACHARTE Method
D – DISPATCH A – ARRIVAL C – CHIEF
COMPLAINT
H – HISTORY A – ASSESSMENT R – TREATMENT
(RX)
T –
TRANSPORT/HOSPI
TAL
Narrative
DACHARTE Method
Narrative
DACHARTE Method
Narrative
DACHARTE
Method
Documentation Methods
Chronological
Refusal Similar to transport narrative, with the
following exception
Clear
Documentatio
n of mental
status
Not under
influences of
intoxicants
Ability or
comprehend
risk,
consequences
, and benefits
of accepting
transport
Has been told
risk and
consequences
and benefits
of accepting
transport
Understands
the limitation
of our
evaluations,
and it is in
their best
interest to see
a physician
Potential of
worsening
condition
and/or death
Most Liability
Refusal
CASE CLOSED
Refusal
CASE CLOSED
Refusal
CASE CLOSED
Refusal
CASE CLOSED
Refusal
CASE CLOSED
Refusal
CASE CLOSED
Refusal
CASE CLOSED
Refusal
CASE CLOSED
Refusal
CASE CLOSED
Refusal
CASE CLOSED
Refusal
CASE CLOSED
Refusals
Things not to say or Do
Refusals
Things to say and do
Required Signature
Signature
Signature
• Both Providers who
transported, AIC and
Driver
Provider signature
• Preferred to be the person
assuming care/who took
report for the patient
Facility Signature
Signature
Drug Waste Signature
• Nurse or Pharmacy
representative
witnessing waste
Drug Box Exchange
• Nurse or pharmacy
representative
exchanging box
(where applicable)
Refusal Signature
Required Attachments
• https://www.hmpgloballearningnetwork.com/site/emsworld/article/10448486/processing-patient-
refusal
• Billing timeframe

EMS Documentation