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This document outlines essential practices and guidelines for patient charting and documentation in healthcare settings. It emphasizes the significance of accurate record-keeping for effective communication, accountability, legal compliance, and quality patient care. The guide covers various methods of documentation, including Narrative Charting, SOAPE format, and Charting by Exception. Additionally, it discusses incident reports, acuity charting, and the impact of computer systems on documentation processes. These practices are vital for nurses to provide high-quality care and secure reimbursement from payor sources.
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Documentation PN 103
Introduction • The “chart” = health care record • LEGAL record • The process of adding written information to the chart is called: • Charting • Recording • Documenting • 24 hr record-keeping system • To consolidate nursing records
Introduction • Good documentation reflects the nursing process • Documentation is an integral part of the implementation phase of the nursing process • It is necessary for the evaluation of patient care and reimbursement from payor sources
Purposes of Patient Records • 1. Provides written communication • 2. Permanent record for accountability • 3. Legal record of care • 4. Teaching • 5. Research and data collection
Basic Guidelines for Documentation • Hand-out: FON Box 7-1
Legal Guidelines for Documentation • Hand-out: FON, Table 7-2
Methods of Recording • The Traditional Chart • Divided into sections - eg. Admission sheet, physician orders, progress notes, etc. • Nurses use: flow sheets, graphics, and narrative charting • Narrative Charting – the recording of patient care in descriptive form to chart observations, care, and responses • Abbreviated story form • Information obtained from nursing assessment is clustered and organized in a head-to-toe manner
Methods of Recording • Problem-oriented Medical Record (POMR) • Database: accumulated information from the medical history, physical exam, and diagnostic tests • Problem list: of active, inactive, potential, and resolved problems • SOAPE documentation
Methods of Recording • SOAPE format: • S = subjective information • What the patient states or feels • O = objective Information • What the nurse can measure or factually describes • A = Assessment • A potential diagnosis of the cause of the patient’s problem or need • P = Plan • Of care to be given or action to be taken • E = Evaluation • And appraisal of the the response and effectiveness of the plan
Methods of Recording • Focus Charting Format • “DARE”: • D = data • Subjective and objective • A = Action • Combination of planning and implementation • R = Response and evaluation • Of the patient; evaluating the effectiveness of the actions • E = Education and patient teaching • As needed
Methods of Recording • Charting by Exception = CBE • Will chart per usual at the beginning of each shift : • complete physical assessments • Observations • VS • IV siteand rate • other pertinent data
Methods of Charting • Charting by Exception cont. • The only other notes the nurse will make will be: • Additional treatments done • Planned treatments withheld • Changes in patient condition • New concerns • Notations re: progress or revisions for all active nsg. dx.
Case Study Exercise • Index Cards • Progress Notes
Record-Keeping Forms • P. 146-148 FON • “Kardex” – term for a card or paper system used to consolidate patient orders and care needs in a centralized and concise way • Usually kept in the nurse’s station for quick reference
Incident Reports • An “incident” refers to: • An event not consistent with the routine operation of a health care unit or the routine care of a patient, or • Other hospital / facility notification form when the patient care delivered is not consistent with the facility or national standards of expected care • Eg. Giving an incorrect dosage of a drug or a wrong drug
Incident Reports • Also completed for any unusual event in the hospital or facility: • Needle stick • Patient/visitor/hospital personnel injury • This information helps the facility risk manager and unit manager prevent future problems through education and other corrective measures
Incident Reports • FON P. 150, Fig. 7-9/Table 7-3 • When filling out: • Give only objective, observed information • Do not admit liability or give unnecessary information • Do list time, date, care given to the person and name of physician notified (if it was a pt.) • When charting in the progress notes, do not mention that an incident report was made
Acuity Charting • 24 hr scoring system • Rates each patient by the severity of their illness • Helps to determine staffing patterns
Home Health Care Documentation • Box 7-4 Documentation Forms Used • 50% of nursing time! • Documentation has different implications in the home health system: • Fewer witness to the majority of care • Accurate communication to all team members • Some forms left in the home; others at the agency • Quality control and justification for reimbursement • Computer influence
Computer Influence • Communication and assessment via modem linkage • Phone and visual visits • Promotes integration of chart • some parts of the chart left in the home; some in the chart • Various healthcare disciplines need access • Box 7-5 p. 155 FON “Guidelines for Safe Computer Documentation
Long-Term Health Care Documentation • MDS – Minimum Data Set • Dictated by Medicare and Medicaid • OBRA 1987 • Regulated standards for resident assessment, individualized care plans, and qualifications for healthcare providers
Practice • P. 156, 157 FON Practice NCLEX questions • SG – Ch. 6 and 7