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Nutrition Fundamentals and Medical
Nutrition Therapy
Document Nutritional Information in
the Medical Record
Corresponds with
LEARNING PLAN 9
Copyright 2016 Association of Nutrition and Foodservice
Professionals
Objectives
 Explain the uses of common documents, including a diet
manual, medical record, and an MDS form
 Chart in medical records using appropriate forms and formats
 Translate commonly used abbreviations into medical terms
 Enter and retrieve data using a computer
 Describe the impact of HIPAA regulations on medical
documentation
 Use current nutrition forms
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Documentation is Essential
 Helps focus details, implement a plan of care, track
changes in nutritional status
 Communication tool for interdisciplinary healthcare team
 Required by government agencies
 Requirement for reimbursement for services
 A legal record
 Affirmation of quality standards
 Resource in monitoring quality of services
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Standardized Documents
 Diet Manual
» Specifies therapeutic diets and their application
» Reference book and communication tool between MD and
nutrition services department
» Should be readily available to all caregivers
» Determines what information must be relayed in nutrition
education
» CDM works with the RD and IDT to identify the standard diet
manual for diet planning
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Standardized Documents
 Medical record (Medical chart)
» Formal, legal account of a client’s health and disease
» Paper, electronic (EHR) or a combination of both
» POMR – Problem Oriented Medical Record
- Collection of data
- Problem list
- Plans for addressing each problem/progress notes
- Evaluation summary including plans for follow-up or referral
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Brain Break
 How are mistakes in the medical record handled?
» Mistakes are always lined out (e.g. lined out); they are never
deleted or erased
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Nutrition Care Process (NCP)
 Developed by Academy of Nutrition and Dietetics
(Academy)
 Five steps known as ADIME
» Nutrition Assessment (begins after nutrition screening data
indicates client may benefit from nutrition care)
» Nutrition Diagnosis
» Nutrition Intervention
» Monitoring
» Evaluation
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Nutrition Care Process (NCP)
 The first step - nutrition assessment - consists of five
areas
1. Food/Nutrition-related history
2. Anthropometric measurements
3. Biochemical data, medical tests, procedures
4. Nutrition-focused physical findings
5. Client history
 The Certified Dietary Manager can collect and document
information from these five areas
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Nutrition Care Process (NCP)
 The Certified Dietary Manager may complete screening
information
 The Registered Dietitian Nutritionist is responsible for
completing
» Assessment
» Diagnosis
» Intervention
» PES statement
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
SOAP Notes
 Subjective
» Data from the client’s point of view
 Objective
» Data acquired by inspection, examination, laboratory tests,
and X-rays
 Assessment
» Analysis based on the subjective and objective data
 Plan
» Recommended actions of the caregivers to further
information, therapy, education, or counseling
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
SOAP Notes
 Use the Subjective, Objective, Assessment, Plan
approach to organize nutrition screening data
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Brain Break
 Using the SOAP example, what type of information are
the results of lab tests for a client?
» Objective
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Charting Standards
 Adhere to your facility policies
 Sign with your credentials
 Medical record is a legal document that will be read by
many people, including the client
 Review documentation guidelines in Figures 7.2 and 7.3
 Use abbreviations only when they are accepted and
approved at your facility
» Refer to Figure 7.4
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Meal Related Documents
 Diet Order
» Is prescribed by the physician for an individual client
» Follow policy jointly approved by nursing and nutrition
services to communicate and document diet order
transmission
» Transmitted to dietary services; recorded in nutrition services
records
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Federal Regulations for Nursing
Facilities
 Regulated by the Centers for Medicare & Medicaid
Services (CMS)
 Regulations address quality of care
 Applicable for long-term care facilities and hospital swing
beds
 CMS requires certain documentation in a standardized
format to be eligible for reimbursement for services
 Stringent timelines apply to documentation requirements
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Brain Break
 Nutrition services keeps internal records in their
department on food preferences and diet related
guidelines for individual clients. What else is required to
meet legal guidelines?
» Documenting preferences and diet changes in the medical
record, electronic or otherwise
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
CMS Regulations
 Begin with Resident Assessment Instrument (RAI)
 Three basic components of RAI
1. Minimum Data Set (MDS)
2. Care Area Assessment (CAA)
3. RAI utilization Guidelines
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
MDS 3.0
 Standardized reporting form to do an assessment of each
resident, updated in 2010
 Data gathering process that actively engages the client
 Interdisciplinary care tool
 Full assessment – upon admission and annually
 Quarterly assessment – completed every three months
 RD, DTR, or CDM, CFPP completes Section K
» Responses are coded for use in the CAA process
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
MDS 3.0 – Section K
 Intent is to prevent malnutrition, dehydration, and ensure
the appropriate use of feeding tubes
 Role of CDM in completing Section K
» Ensure accurate information
» Communicate with RDN and IDT
» Follow up on recommendations by team
» Participate in the RAI process
 Note: On CMS forms, “cc” is the standard unit of
measure for fluids
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Brain Break
 A new client has just been admitted. How many days do
you and the IDT team have to complete the RAI?
» 14 days
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
CAA Process and Care Planning
 CAA process is decision making process
 Review coded responses from MDS
» 20 areas to address
» CAT – Care Area Trigger
» Review CAT using ‘CAT’ logic
 Complete CAA using critical thinking skills and professional or
clinical practice guidelines
 Provides additional information to help develop the care plan if
warranted
 RAI and CAAs must be completed within 14 days of admission
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Utilization Guidelines
 Detailed instructions when and how to use the RAI
 Definition of ‘Significant Change’
» Major change in the client’s status
» Has an impact on more than one area of client’s health
» Requires interdisciplinary review or revision
 Care plan
» Interventions that are individualized and appropriate for a
particular client
» Care Planning Decision column must be completed within seven
days (7) of completing the RAI
 Specific guidelines for readmission, or return from hospital stay
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
HIPAA
 Health Insurance Portability and Accountability Act
» Initiated in 2003
 Patient privacy and medical information security
» Every employee of a healthcare facility must adhere to an
established policy addressing privacy
 Guidelines for electronic transfer of health information
 Certified Dietary Manager is responsible to ensure
compliance with HIPAA in their department
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
Brain Break
 What is the first step in developing a HIPAA plan for
nutrition services?
» Looks for places where security of information is vulnerable
such as department records, computer screens, tray cards
with names, etc.
Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9

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NFMNT Chapter 9 Document Nutritional Information in the Medical Record

  • 1. Nutrition Fundamentals and Medical Nutrition Therapy Document Nutritional Information in the Medical Record Corresponds with LEARNING PLAN 9 Copyright 2016 Association of Nutrition and Foodservice Professionals
  • 2. Objectives  Explain the uses of common documents, including a diet manual, medical record, and an MDS form  Chart in medical records using appropriate forms and formats  Translate commonly used abbreviations into medical terms  Enter and retrieve data using a computer  Describe the impact of HIPAA regulations on medical documentation  Use current nutrition forms Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 3. Documentation is Essential  Helps focus details, implement a plan of care, track changes in nutritional status  Communication tool for interdisciplinary healthcare team  Required by government agencies  Requirement for reimbursement for services  A legal record  Affirmation of quality standards  Resource in monitoring quality of services Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 4. Standardized Documents  Diet Manual » Specifies therapeutic diets and their application » Reference book and communication tool between MD and nutrition services department » Should be readily available to all caregivers » Determines what information must be relayed in nutrition education » CDM works with the RD and IDT to identify the standard diet manual for diet planning Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 5. Standardized Documents  Medical record (Medical chart) » Formal, legal account of a client’s health and disease » Paper, electronic (EHR) or a combination of both » POMR – Problem Oriented Medical Record - Collection of data - Problem list - Plans for addressing each problem/progress notes - Evaluation summary including plans for follow-up or referral Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 6. Brain Break  How are mistakes in the medical record handled? » Mistakes are always lined out (e.g. lined out); they are never deleted or erased Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 7. Nutrition Care Process (NCP)  Developed by Academy of Nutrition and Dietetics (Academy)  Five steps known as ADIME » Nutrition Assessment (begins after nutrition screening data indicates client may benefit from nutrition care) » Nutrition Diagnosis » Nutrition Intervention » Monitoring » Evaluation Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 8. Nutrition Care Process (NCP)  The first step - nutrition assessment - consists of five areas 1. Food/Nutrition-related history 2. Anthropometric measurements 3. Biochemical data, medical tests, procedures 4. Nutrition-focused physical findings 5. Client history  The Certified Dietary Manager can collect and document information from these five areas Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 9. Nutrition Care Process (NCP)  The Certified Dietary Manager may complete screening information  The Registered Dietitian Nutritionist is responsible for completing » Assessment » Diagnosis » Intervention » PES statement Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 10. SOAP Notes  Subjective » Data from the client’s point of view  Objective » Data acquired by inspection, examination, laboratory tests, and X-rays  Assessment » Analysis based on the subjective and objective data  Plan » Recommended actions of the caregivers to further information, therapy, education, or counseling Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 11. SOAP Notes  Use the Subjective, Objective, Assessment, Plan approach to organize nutrition screening data Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 12. Brain Break  Using the SOAP example, what type of information are the results of lab tests for a client? » Objective Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 13. Charting Standards  Adhere to your facility policies  Sign with your credentials  Medical record is a legal document that will be read by many people, including the client  Review documentation guidelines in Figures 7.2 and 7.3  Use abbreviations only when they are accepted and approved at your facility » Refer to Figure 7.4 Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 14. Meal Related Documents  Diet Order » Is prescribed by the physician for an individual client » Follow policy jointly approved by nursing and nutrition services to communicate and document diet order transmission » Transmitted to dietary services; recorded in nutrition services records Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 15. Federal Regulations for Nursing Facilities  Regulated by the Centers for Medicare & Medicaid Services (CMS)  Regulations address quality of care  Applicable for long-term care facilities and hospital swing beds  CMS requires certain documentation in a standardized format to be eligible for reimbursement for services  Stringent timelines apply to documentation requirements Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 16. Brain Break  Nutrition services keeps internal records in their department on food preferences and diet related guidelines for individual clients. What else is required to meet legal guidelines? » Documenting preferences and diet changes in the medical record, electronic or otherwise Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 17. CMS Regulations  Begin with Resident Assessment Instrument (RAI)  Three basic components of RAI 1. Minimum Data Set (MDS) 2. Care Area Assessment (CAA) 3. RAI utilization Guidelines Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 18. MDS 3.0  Standardized reporting form to do an assessment of each resident, updated in 2010  Data gathering process that actively engages the client  Interdisciplinary care tool  Full assessment – upon admission and annually  Quarterly assessment – completed every three months  RD, DTR, or CDM, CFPP completes Section K » Responses are coded for use in the CAA process Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 19. MDS 3.0 – Section K  Intent is to prevent malnutrition, dehydration, and ensure the appropriate use of feeding tubes  Role of CDM in completing Section K » Ensure accurate information » Communicate with RDN and IDT » Follow up on recommendations by team » Participate in the RAI process  Note: On CMS forms, “cc” is the standard unit of measure for fluids Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 20. Brain Break  A new client has just been admitted. How many days do you and the IDT team have to complete the RAI? » 14 days Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 21. CAA Process and Care Planning  CAA process is decision making process  Review coded responses from MDS » 20 areas to address » CAT – Care Area Trigger » Review CAT using ‘CAT’ logic  Complete CAA using critical thinking skills and professional or clinical practice guidelines  Provides additional information to help develop the care plan if warranted  RAI and CAAs must be completed within 14 days of admission Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 22. Utilization Guidelines  Detailed instructions when and how to use the RAI  Definition of ‘Significant Change’ » Major change in the client’s status » Has an impact on more than one area of client’s health » Requires interdisciplinary review or revision  Care plan » Interventions that are individualized and appropriate for a particular client » Care Planning Decision column must be completed within seven days (7) of completing the RAI  Specific guidelines for readmission, or return from hospital stay Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 23. HIPAA  Health Insurance Portability and Accountability Act » Initiated in 2003  Patient privacy and medical information security » Every employee of a healthcare facility must adhere to an established policy addressing privacy  Guidelines for electronic transfer of health information  Certified Dietary Manager is responsible to ensure compliance with HIPAA in their department Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9
  • 24. Brain Break  What is the first step in developing a HIPAA plan for nutrition services? » Looks for places where security of information is vulnerable such as department records, computer screens, tray cards with names, etc. Nutrition Fundamentals and Medical Nutrition Therapy • Document Nutritional Information in the Medical Record • Learning Plan 9

Editor's Notes

  1. Single line, error often written above, some require initials as well
  2. PES Statement: Problem, Etiology, Signs, and Symptoms
  3. Example of CMS and the Joint Commission (TJC) differences. cc is used for CMS forms but is on the do not use list for TJC and ml is used
  4. See Figure 7.9 (add to PPT if possible)