Documenting Case Notes: Using the SOAP Method

1. Documenting Case Notes: Using the SOAP Method University of Illinois at Chicago College of Nursing

2. At the end of this session, the learner will be able to: • Define the importance of documenting case notes. • Describe the SOAP method for documenting case notes. • Illustrate when, where and how to document a case note. • Construct a case note in the MFP CRM Web Application. Objectives

3. Keeps provider(s) abreast on current treatment plan and ongoing developments • Provides the care team with a mechanism to communicate with one another • Supports an action by demonstrating providers’ engagement with participant • Provides a representation of the participant and his/her progress before and after transition Why should I document case notes?

4. After a home visit with an MFP participant and/or caregiver • After a phone call with an MFP participant and/or caregiver • After an office visit with an MFP participant • Documentation of case notes is ongoing, pre- and post-transition. When should I document a case note?

5. Use the notes feature to document contacts. • Click the “+” sign to add a new notes (upper right hand corner). Where do I document a case note?

6. Select Contact Date • Select Contact Type: • Face-to-face visit • Phone call • Email • Fax • Other • Select Location: • Participant’s home • TC office • Hospital/Institutional care setting • Service Provider’s Office (i.e., psychiatrist) • Community (i.e., day program) • Other How should I document a case note?

7. Select Persons Contacted (Select All): • Participant • Family/Guardian/Significant Other/Power-of-Attorney for Health Care • Physician • Hospital Staff (nurse, social worker, discharge planner) • Facility Staff • Community Provider/Worker/Case Manager • Other Community Based Persons (friend, lawyer) • Other • Enter a SOAP Note for contact: • Subjective findings • Objective findings • Assessment findings • Plan • Other Notes How should I document a case note?

8. Definition • An organized method of documentation used by providers to describe events involving the participant. Purpose • The SOAP note format is used to facilitate effective communication among the care team by providing assessment findings, identifying problem(s), and developing action plan(s). Definition& Purpose of SOAP note

9. Describe how the participant feels. • Example: Jack reports he is “feeling well and has no concerns.” • Document what the participant says about his/her current living situation. • Example: Susan reports she is “happy, healthy and enjoying her new apartment.” • Record participant’s exact words to describe his/her health. • Example: John reports he has a “dull headache” and it has lasted over a week. • Document any mention of changes to his/her medications, diet, activity level, etc. • Example: When Sarah went to visit her family doctor this week, he told her she had “high blood pressure and added a new medication.” Subjectivefindings

10. Document objective data including blood pressure and/or blood glucose readings, and findings from physical assessment (i.e., noticeable scraps or cuts, tearfulness, etc.). • Example: TC checked Henry’s blood pressure log and found his last three readings were 122/78, 120/76, and 122/80. Objectivefindings

11. Document your interpretation of the subjective and objective findings. • Example: Cortney met with a dietician last week to discuss how to follow a diabetic diet. Cortney stated an understanding and compliance with following a diabetic diet. However, her personal assistant reported that Cortney was eating a ½ gallon of ice cream weekly and drinking a 2L of pop daily. Assessmentfindings

12. Document plan on addressing assessment finding (address each abnormal finding). • Example: Create food diary with Cortney and follow-up weekly. Take Cortney grocery shopping weekly and teach her how to read food labels and choose healthy foods. • Report any issues or barriers to implementing this action plan. • Example: The nearest grocery store with a variety of fresh fruits and vegetables is 45 minutes away. • Document follow-up to action items. • Example: TC re-visited Sammy a month later and found he was behind on his electric bill for the second consecutive month. Sammy did not open up a bank account as discussed the previous month. Plan

13. Ruth is a 47-year old female who resides at We Care nursing facility for two years. Her admitting diagnosis was major depressive disorder, alcohol abuse, and paraplegia. At the time of her admission, Ruth was involved in a motor vehicle accident while driving under the influence of alcohol. She was not taking any medications and consumed a 24-pack of beer weekly for 15 years. Ruth’s medical history includes hypertension, chronic liver disease, chronic renal disease, secondary hyperparathyroidism, hepatic encephalopathy, and paraplegia. She is taking 8 different medications for her physical and mental health. She uses a motorized wheelchair for mobility. Ruth has stabilized at We Care and is excited about moving into her own apartment. Case Study

14. Physical Health Domain Exemplar:Pre-Transition

15. Substance Abuse Domain Exemplar:Pre-Transition

16. Interpersonal and Social Supports Domain Exemplar:Pre-Transition

17. Functional Domain Exemplar:Pre-Transition

18. Contact On: 8/24/14 • Contact Type:Face-to-face contact • Location: Participant Home • Persons Contacted: Participant • SOAP Note • Subjective findings: Ruth stated, “I hate living here and want to move.” • Objective findings: Ruth was tearful and in distress. • Assessment findings: Ruth has a history of depression and is prescribed Zoloft 50 mg in the evening. Her support system is sparse. She is connected with a community psychiatrist and counselor. • Plan: Discuss what she likes and dislikes about her apartment. Develop strategies on how improve her current living situation. Inquire about medication compliance and substance abuse. Administer depression screening tool. Provide Ruth with a crisis hotline number. Offer to sit with Ruth while she calls her counselor, if needed. Offer to take Ruth on a community outing, if she desires. Follow-up with Ruth the next day. Exemplar:Post-Transition

19. Exemplar:Case Note

20. Questions? Contact your UIC Pod Leader