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Chapter 6
Documentation
Preparatory
Integrates comprehensive knowledge of EMS
systems, the safety/well-being of the
paramedic, and medical/legal and ethical
issues, which is intended to improve the
health of EMS personnel, patients, and the
community.
National EMS Education
Standard Competencies
Documentation
• Recording patient findings
• Principles of medical documentation and
report writing
National EMS Education
Standard Competencies
Introduction
• EMS documentation is important.
– Only written record of the call
– Legal record
– Becomes part of:
• Patient’s medical record
• Emergency department chart
Introduction
• EMS professional needs to know:
– What constitutes a report
– What must be included
– Who might read the report
– When it must be completed
– What terminology may be used
Introduction
• For every call, the PCR should include:
– Objective information (measurable signs)
– Subjective information (patient’s symptoms)
– Details of patient care
Introduction
• PCRs must be complete, accurate, and
legible.
© Jones & Bartlett Learning.
Legal Implications of a PCR
• Reports may include subjective statements
from the patient.
– Cannot include bias or personal opinions
• Omissions and errors can result in:
– Errors in care
– Litigation
– Job loss
– Poor reputation
Legal Implications of a PCR
• Reports should be:
– Complete
– Well written
– Legible
– Professional
• Sloppy documentation implies sloppy care!
• HIPAA has ramifications for patient care
reporting.
Purposes of Documentation
• The PCR is a record of:
– The patient’s condition upon arrival
– The care provided
– Any changes in the patient’s condition
– Condition on arrival at the hospital
• Paints a picture of the scene and
mechanism of injury or nature of illness
Minimum Requirements and
Billing
• To ensure timely
billing:
– Document procedures
performed.
– Obtain insurance
codes.
– Obtain medical
necessity signature.
– Document reason for
ambulance transport.
EMS Research
• Many states now require EMS agencies to
submit data to their state EMS office.
– Patient care data collection can improve EMS
system as a whole.
• NEMSIS stores standardized EMS data
from each individual state.
– The goal of NEMSIS is to define EMS care.
Incident Review and Quality
Assurance
• EMS reports may be requested for medical
audits and other educational activities.
– Run reviews
– May be used to calculate number of times you
performed a specific skill
• Always accurately document skills
attempted and performed with patient care.
Types of PCRs
• Most EMS reports are electronic.
– Can be easily shared between facilities,
personnel, and databases
– Improves continuity and efficiency of care
– Advances evidence-based practice
Types of PCRs
Courtesy of Rhonda Hunt.
CourtesyofBryanWare.
Courtesy of Jim Emerton
Types of PCRs
• Many types of EMS report designs
– Some services have developed check boxes
and drop-down menus instead of narrative
sections.
• Regardless of the form, obtain the proper
information.
Types of PCRs
• Agencies are shifting away from paper
PCRs.
– Duplication of work
– Can result in errors
• Many electronic PCR options available
• Computer-based PCRs should be NEMSIS
compliant.
Documentation for Every EMS
Call
• Every call requires
documentation.
• Minimum data set
– Standard items
documented on
every call
• Run data
• Patient data
© Jones & Bartlett Learning.
Documentation for Every EMS
Call
• Run data
– Incident times
– Locations
– Responding units/crew members
• Patient data
– Chief complaint
– LOC/mental status
– Vital signs
– Demographics
Documentation for Every EMS
Call
• PCR should contain:
– Objective observations of scene
– Treatments
– Effects of treatments
– Changes in patient’s condition
• Service treatments may be scheduled or
unexpected.
Transfer of Care
• Document in whose care you left the
patient.
– Avoids allegations of abandonment
– Some agencies require nurse or physician
signatures.
– Required when you transfer a patient to another
agency
Care Prior to Arrival
• Dispatch may direct caller to provide care
prior to arrival.
– Off-duty providers and lay personnel may also
provide care.
– Obtain information as to what care has been
provided.
• Document each situation appropriately.
Refusal of Care Reporting
• Competent adult patients have the right to
refuse care.
– Know and understand patient rights and state
laws.
• The patient should know:
– His or her current situation
– Right to receive and refuse care
– Consequences of refusal of care
Refusal of Care Reporting
• Patient must understand the consequences
of refusing care
• Information must be:
– Given in a language the patient understands
– Documented on the PCR
– Witnessed by an observer
– Initialed and signed by the patient
Refusal of Care Reporting
• Unresponsive patients may be treated
under implied consent.
• Be familiar with individual state laws related
to consent.
• Confirm every effort is made to ensure
patient’s best interests.
Refusal of Care Reporting
• If you disagree with a refusal, know the next
steps.
– Document all contacted parties on PCR.
• You must have a witness to the refusal.
• Evaluate the patient’s mental status.
• Remind patient he or she can call EMS later.
Refusal of Care Reporting
• Document everything!
– Including care you intended to provide
• Propose alternate methods of care.
– Patients may agree to some treatments and refuse others.
Workplace Injuries and
Illnesses
• OSHA guidelines require workplace injuries
to be logged.
– Companies may require additional
documentation.
– Document precautions taken and protective
gear worn.
– Be familiar with state requirements.
Special Circumstances
• Mass-casualty
incident (MCI)
– Be familiar with
triage tags.
• Occupational
exposure reports
– Used if barrier
device fails
– Know state
requirements.
• Abuse and neglect
cases
– Supply as much
detail as possible.
– Be objective.
• Physician’s arrival
– Physicians may
have authority to
interject when they
arrive on scene.
Special Circumstances
• Mutual aid
services, including:
– Helicopters
– Specialized
rescue teams
• Unusual
occurrences:
– Restraining
devices
– Severe weather
• Controlled
substances
– Paramedics are
responsible for
security and
accountability.
• Follow policy of
medical director.
PCR Narrative
• Narrative should be:
– Detailed
– Accurate and complete
– Specific
• Narrative section should document:
– Consultations
– Orders from medical control
– Refusal situations
PCR Narrative
• Many methods for narrative documentation
exist.
• Know your agency’s preferred method.
PCR Narrative
• Chronological order
– Story format from dispatch until call was
completed
© Jones & Bartlett Learning.
PCR Narrative
• SOAP method
– Subjective information, Objective information,
Assessment, Plan for treatment
– Documents various aspects of the patient care
encounter
© Jones & Bartlett Learning.
PCR Narrative
• CHARTE method
– Chief complaint, History, Assessment,
Treatment (Rx), Transport, and Exceptions
© Jones & Bartlett Learning.
PCR Narrative
• Body systems/parts approach
– A head-to-toe approach
– May be difficult to apply to EMS
• Use one reporting method consistently.
– Proper grammar and spelling are essential.
– Consider carrying a reference guide.
PCR Narrative
• Include:
– Pertinent negatives
• Negative findings that indicate that a thorough
examination and history were performed
– Spoken accounts
• Indicate who made the statement.
• Use quotation marks around the exact statement.
Elements of a Properly Written
Report
• Information should be comprehensive and
concise.
– Complete all sections, even if not applicable to
call.
• Handwritten reports should be:
– Legible
– Written in ink
– Neat and easy to read
Elements of a Properly Written
Report
• Place reports in a secure location.
• Complete in a timely manner.
– Set aside time to complete documentation.
• A written record should be left with the
patient.
– “Drop report” or “transfer reports” may used.
– Follow state laws and requirements.
Elements of a Properly Written
Report
• PCRs should not contain:
– Jargon
– Slang
– Personal opinions
• Be sure your documentation is not libelous.
– Only true and accurate statements
– Use quotes
Elements of a Properly Written
Report
• Review your report before submitting it.
– Completeness
– Accuracy
– Grammar and spelling
– Medical terminology and abbreviations
• Written reports reflect on the paramedic.
The Consequences of Poor
Documentation
• Inappropriate, inaccurate, and poor
documentation can adversely affect patient
care.
• Legal implications
– Poor reports may lead judge to decide for plaintiff
• Affects paramedic’s reputation
– Care provided may be questioned
The Consequences of Poor
Documentation
• Part of being a good paramedic is
completing paperwork and reports.
• Seek help if needed.
Errors and Falsification
• If a revision must be made:
– Note the date and time of revision.
– Include purpose for correction.
– Never discard the original.
• Only the person who wrote the report can
revise it.
Errors and Falsification
• Follow protocol for
making
corrections.
• The PCR is a legal
document.
© Jones & Bartlett Learning.
Errors and Falsification
• Most electronic systems allow for
amendments.
• Addendums and supplemental narratives
may be needed.
– Follow your service’s policies.
• Billing information may be needed.
– Confidential
– Follow laws and regulations
Errors and Falsification
• Always be honest and thorough in your
documentation.
• Lost reports have huge legal implications.
– Ensure reports are complete and turned in on
time.
– Do not keep copies of your reports.
Documenting Incident Times
• Accurate timekeeping is essential.
– Track time of:
• Call, dispatch, arrival at the scene, time with
patient, medication administration, medical
procedures, departure from scene, transfer of
care, time back in service
– Use military time.

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Documentation

  • 2. Preparatory Integrates comprehensive knowledge of EMS systems, the safety/well-being of the paramedic, and medical/legal and ethical issues, which is intended to improve the health of EMS personnel, patients, and the community. National EMS Education Standard Competencies
  • 3. Documentation • Recording patient findings • Principles of medical documentation and report writing National EMS Education Standard Competencies
  • 4. Introduction • EMS documentation is important. – Only written record of the call – Legal record – Becomes part of: • Patient’s medical record • Emergency department chart
  • 5. Introduction • EMS professional needs to know: – What constitutes a report – What must be included – Who might read the report – When it must be completed – What terminology may be used
  • 6. Introduction • For every call, the PCR should include: – Objective information (measurable signs) – Subjective information (patient’s symptoms) – Details of patient care
  • 7. Introduction • PCRs must be complete, accurate, and legible. © Jones & Bartlett Learning.
  • 8. Legal Implications of a PCR • Reports may include subjective statements from the patient. – Cannot include bias or personal opinions • Omissions and errors can result in: – Errors in care – Litigation – Job loss – Poor reputation
  • 9. Legal Implications of a PCR • Reports should be: – Complete – Well written – Legible – Professional • Sloppy documentation implies sloppy care! • HIPAA has ramifications for patient care reporting.
  • 10. Purposes of Documentation • The PCR is a record of: – The patient’s condition upon arrival – The care provided – Any changes in the patient’s condition – Condition on arrival at the hospital • Paints a picture of the scene and mechanism of injury or nature of illness
  • 11. Minimum Requirements and Billing • To ensure timely billing: – Document procedures performed. – Obtain insurance codes. – Obtain medical necessity signature. – Document reason for ambulance transport.
  • 12. EMS Research • Many states now require EMS agencies to submit data to their state EMS office. – Patient care data collection can improve EMS system as a whole. • NEMSIS stores standardized EMS data from each individual state. – The goal of NEMSIS is to define EMS care.
  • 13. Incident Review and Quality Assurance • EMS reports may be requested for medical audits and other educational activities. – Run reviews – May be used to calculate number of times you performed a specific skill • Always accurately document skills attempted and performed with patient care.
  • 14. Types of PCRs • Most EMS reports are electronic. – Can be easily shared between facilities, personnel, and databases – Improves continuity and efficiency of care – Advances evidence-based practice
  • 15. Types of PCRs Courtesy of Rhonda Hunt. CourtesyofBryanWare. Courtesy of Jim Emerton
  • 16. Types of PCRs • Many types of EMS report designs – Some services have developed check boxes and drop-down menus instead of narrative sections. • Regardless of the form, obtain the proper information.
  • 17. Types of PCRs • Agencies are shifting away from paper PCRs. – Duplication of work – Can result in errors • Many electronic PCR options available • Computer-based PCRs should be NEMSIS compliant.
  • 18. Documentation for Every EMS Call • Every call requires documentation. • Minimum data set – Standard items documented on every call • Run data • Patient data © Jones & Bartlett Learning.
  • 19. Documentation for Every EMS Call • Run data – Incident times – Locations – Responding units/crew members • Patient data – Chief complaint – LOC/mental status – Vital signs – Demographics
  • 20. Documentation for Every EMS Call • PCR should contain: – Objective observations of scene – Treatments – Effects of treatments – Changes in patient’s condition • Service treatments may be scheduled or unexpected.
  • 21. Transfer of Care • Document in whose care you left the patient. – Avoids allegations of abandonment – Some agencies require nurse or physician signatures. – Required when you transfer a patient to another agency
  • 22. Care Prior to Arrival • Dispatch may direct caller to provide care prior to arrival. – Off-duty providers and lay personnel may also provide care. – Obtain information as to what care has been provided. • Document each situation appropriately.
  • 23. Refusal of Care Reporting • Competent adult patients have the right to refuse care. – Know and understand patient rights and state laws. • The patient should know: – His or her current situation – Right to receive and refuse care – Consequences of refusal of care
  • 24. Refusal of Care Reporting • Patient must understand the consequences of refusing care • Information must be: – Given in a language the patient understands – Documented on the PCR – Witnessed by an observer – Initialed and signed by the patient
  • 25. Refusal of Care Reporting • Unresponsive patients may be treated under implied consent. • Be familiar with individual state laws related to consent. • Confirm every effort is made to ensure patient’s best interests.
  • 26. Refusal of Care Reporting • If you disagree with a refusal, know the next steps. – Document all contacted parties on PCR. • You must have a witness to the refusal. • Evaluate the patient’s mental status. • Remind patient he or she can call EMS later.
  • 27. Refusal of Care Reporting • Document everything! – Including care you intended to provide • Propose alternate methods of care. – Patients may agree to some treatments and refuse others.
  • 28. Workplace Injuries and Illnesses • OSHA guidelines require workplace injuries to be logged. – Companies may require additional documentation. – Document precautions taken and protective gear worn. – Be familiar with state requirements.
  • 29. Special Circumstances • Mass-casualty incident (MCI) – Be familiar with triage tags. • Occupational exposure reports – Used if barrier device fails – Know state requirements. • Abuse and neglect cases – Supply as much detail as possible. – Be objective. • Physician’s arrival – Physicians may have authority to interject when they arrive on scene.
  • 30. Special Circumstances • Mutual aid services, including: – Helicopters – Specialized rescue teams • Unusual occurrences: – Restraining devices – Severe weather • Controlled substances – Paramedics are responsible for security and accountability. • Follow policy of medical director.
  • 31. PCR Narrative • Narrative should be: – Detailed – Accurate and complete – Specific • Narrative section should document: – Consultations – Orders from medical control – Refusal situations
  • 32. PCR Narrative • Many methods for narrative documentation exist. • Know your agency’s preferred method.
  • 33. PCR Narrative • Chronological order – Story format from dispatch until call was completed © Jones & Bartlett Learning.
  • 34. PCR Narrative • SOAP method – Subjective information, Objective information, Assessment, Plan for treatment – Documents various aspects of the patient care encounter © Jones & Bartlett Learning.
  • 35. PCR Narrative • CHARTE method – Chief complaint, History, Assessment, Treatment (Rx), Transport, and Exceptions © Jones & Bartlett Learning.
  • 36. PCR Narrative • Body systems/parts approach – A head-to-toe approach – May be difficult to apply to EMS • Use one reporting method consistently. – Proper grammar and spelling are essential. – Consider carrying a reference guide.
  • 37. PCR Narrative • Include: – Pertinent negatives • Negative findings that indicate that a thorough examination and history were performed – Spoken accounts • Indicate who made the statement. • Use quotation marks around the exact statement.
  • 38. Elements of a Properly Written Report • Information should be comprehensive and concise. – Complete all sections, even if not applicable to call. • Handwritten reports should be: – Legible – Written in ink – Neat and easy to read
  • 39. Elements of a Properly Written Report • Place reports in a secure location. • Complete in a timely manner. – Set aside time to complete documentation. • A written record should be left with the patient. – “Drop report” or “transfer reports” may used. – Follow state laws and requirements.
  • 40. Elements of a Properly Written Report • PCRs should not contain: – Jargon – Slang – Personal opinions • Be sure your documentation is not libelous. – Only true and accurate statements – Use quotes
  • 41. Elements of a Properly Written Report • Review your report before submitting it. – Completeness – Accuracy – Grammar and spelling – Medical terminology and abbreviations • Written reports reflect on the paramedic.
  • 42. The Consequences of Poor Documentation • Inappropriate, inaccurate, and poor documentation can adversely affect patient care. • Legal implications – Poor reports may lead judge to decide for plaintiff • Affects paramedic’s reputation – Care provided may be questioned
  • 43. The Consequences of Poor Documentation • Part of being a good paramedic is completing paperwork and reports. • Seek help if needed.
  • 44. Errors and Falsification • If a revision must be made: – Note the date and time of revision. – Include purpose for correction. – Never discard the original. • Only the person who wrote the report can revise it.
  • 45. Errors and Falsification • Follow protocol for making corrections. • The PCR is a legal document. © Jones & Bartlett Learning.
  • 46. Errors and Falsification • Most electronic systems allow for amendments. • Addendums and supplemental narratives may be needed. – Follow your service’s policies. • Billing information may be needed. – Confidential – Follow laws and regulations
  • 47. Errors and Falsification • Always be honest and thorough in your documentation. • Lost reports have huge legal implications. – Ensure reports are complete and turned in on time. – Do not keep copies of your reports.
  • 48. Documenting Incident Times • Accurate timekeeping is essential. – Track time of: • Call, dispatch, arrival at the scene, time with patient, medication administration, medical procedures, departure from scene, transfer of care, time back in service – Use military time.