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Principles of Documentation
Barani Institute of Sciences
Documentation Principles
• Comprehensive and flexible
• Quality and continuity
• Track patient outcomes
• Reflect current standards
• Patient identification on every page of the
record
• Date, time and name/initials, title of the
Client Record
• Permanent legal document
• Provides an ongoing account of care
Purpose of Records
• Communicate information accurately, effectively
and in a timely fashion.
• Financial billing.
• Education.
• Assessment.
• Research.
• Auditing.
• Legal record.
JCAHO Requirements
• Assessment of needs
– Physical
– Psychosocial
– ENVIROMENTAL
– Self care
– Client education
– Discharge plan
JCAHO Requirements
• Evaluation of outcomes
– Response to treatment
– Teaching
– Preventive care
– Client status
– Degree of progress
– Family involvement
Guidelines For Documentation
• Factual
• Accurate
• Complete
• Current
• Organized
Inaccurate Example
• Pt c/o stomach ache. Returned from x-ray 2
hours ago. Dr. Smith called for change in
medication order. Ate small amount of
breakfast. No relief from pain medication.
Up walking in hall, tolerated well.
Discharge planner in to talk with family
prior to going to x-ray.
Accurate Example
• C/o abd. pain 4/10 RUQ for two hours
becoming increasingly worse despite food
and fluids. Position change and walking
have not helped. Similar to previously dx
gallbladder pain. Denies n/v/d or other
symptoms. Declines pain meds at this time.
VS WNL. I to call if became worse.
Record Keeping Forms
• Nursing history (HX)
• Graphic or flow sheet
• Medication administration record
• Nursing KARDEX
• Acuity recording systems
• Standardized care plans
• Discharge summary
Narrative Documentation
• Problem oriented medical records (PMOR)
– Database
– Problem list
– Nursing care plan
– Progress note
• Source records
Progress Notes
• Soap(IE)
– Subjective
– Objective
– Assessment
– Plan
– INTERVETNION
– Evaluation
• Pie
– Problem, intervention, evaluation
• Dar:
– Data, action, response
CHARTING BY EXCEPTION:
All Standards Are Met Unless
Otherwise Documented
• Reduces repetition and time
• Shorthand for normal findings and routine
care
• Based on clearly defined standards and
criteria
• Predefined findings
• Predetermined interventions
Consequences Of Inadequate
Documentation
• Fragmented care
• Repetition of tasks
• Delayed therapy
• Omitted therapy
• Delayed recovery
Other Forms of Communication
• Team meetings
-Multidisciplinary team members share
information
-Members identify problems and solutions
• Consultation
-One professional gives advice to another
Patient Report
• Nurse to nurse report when providers
change.
• Nurse to nurse report at change of shift.
• Nurse to provider report for change of
condition or for instruction.
• Diagnostic reports from diagnostic
departments (x-ray, lab, etc.).
Long Term Care Documentation
• OBRA act
• Documentation
– Often done on flow sheets
– Less frequently
• Caregiver qualifications
• Assessments
• Individualized care plans
– Nursing care must be justified by the documentation
Computerized Documentation
• Legal risk of breaches of confidentiality
• Charting errors so nothing is deleted
Example of Business Firm
Contracts
Documentation of bylaws
Employment agreement
Business plan
Non-disclosure agreement
Compliance and regulatory documents
Financial documents
Business reports
Meeting minutes
Business insurance
Partnership agreement
Contractor agreement
Trademark
Franchise agreement
Online terms of use
Board resolutions
Company policies
Privacy policy
How to manage business documents
Appoint someone to take charge
Identify documents
Create a document management strategy

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P D.pdf

  • 1. Principles of Documentation Barani Institute of Sciences
  • 2. Documentation Principles • Comprehensive and flexible • Quality and continuity • Track patient outcomes • Reflect current standards • Patient identification on every page of the record • Date, time and name/initials, title of the
  • 3. Client Record • Permanent legal document • Provides an ongoing account of care
  • 4. Purpose of Records • Communicate information accurately, effectively and in a timely fashion. • Financial billing. • Education. • Assessment. • Research. • Auditing. • Legal record.
  • 5. JCAHO Requirements • Assessment of needs – Physical – Psychosocial – ENVIROMENTAL – Self care – Client education – Discharge plan
  • 6. JCAHO Requirements • Evaluation of outcomes – Response to treatment – Teaching – Preventive care – Client status – Degree of progress – Family involvement
  • 7. Guidelines For Documentation • Factual • Accurate • Complete • Current • Organized
  • 8. Inaccurate Example • Pt c/o stomach ache. Returned from x-ray 2 hours ago. Dr. Smith called for change in medication order. Ate small amount of breakfast. No relief from pain medication. Up walking in hall, tolerated well. Discharge planner in to talk with family prior to going to x-ray.
  • 9. Accurate Example • C/o abd. pain 4/10 RUQ for two hours becoming increasingly worse despite food and fluids. Position change and walking have not helped. Similar to previously dx gallbladder pain. Denies n/v/d or other symptoms. Declines pain meds at this time. VS WNL. I to call if became worse.
  • 10. Record Keeping Forms • Nursing history (HX) • Graphic or flow sheet • Medication administration record • Nursing KARDEX • Acuity recording systems • Standardized care plans • Discharge summary
  • 11. Narrative Documentation • Problem oriented medical records (PMOR) – Database – Problem list – Nursing care plan – Progress note • Source records
  • 12. Progress Notes • Soap(IE) – Subjective – Objective – Assessment – Plan – INTERVETNION – Evaluation • Pie – Problem, intervention, evaluation • Dar: – Data, action, response
  • 13. CHARTING BY EXCEPTION: All Standards Are Met Unless Otherwise Documented • Reduces repetition and time • Shorthand for normal findings and routine care • Based on clearly defined standards and criteria • Predefined findings • Predetermined interventions
  • 14. Consequences Of Inadequate Documentation • Fragmented care • Repetition of tasks • Delayed therapy • Omitted therapy • Delayed recovery
  • 15. Other Forms of Communication • Team meetings -Multidisciplinary team members share information -Members identify problems and solutions • Consultation -One professional gives advice to another
  • 16. Patient Report • Nurse to nurse report when providers change. • Nurse to nurse report at change of shift. • Nurse to provider report for change of condition or for instruction. • Diagnostic reports from diagnostic departments (x-ray, lab, etc.).
  • 17. Long Term Care Documentation • OBRA act • Documentation – Often done on flow sheets – Less frequently • Caregiver qualifications • Assessments • Individualized care plans – Nursing care must be justified by the documentation
  • 18. Computerized Documentation • Legal risk of breaches of confidentiality • Charting errors so nothing is deleted Example of Business Firm
  • 19. Contracts Documentation of bylaws Employment agreement Business plan Non-disclosure agreement Compliance and regulatory documents Financial documents Business reports Meeting minutes Business insurance Partnership agreement Contractor agreement Trademark Franchise agreement Online terms of use Board resolutions Company policies Privacy policy How to manage business documents Appoint someone to take charge
  • 20. Identify documents Create a document management strategy