W.JOHNY WILBERT ,
M.Sc.(N)
16-1
 Documentation is defined as written
evidence of:
The interactions between and among health
professionals, clients, their families, and
health care organizations
The administration of tests, procedures,
treatments, and client education
The results or client’s response to these
diagnostic tests and interventions
 Written evidence of the interaction between and
among students, families, school staff, health care
professionals, regarding care, training,
consultation, student education, and the results or
response to the intervention.
 Written record of nursing process to deliver care.
 Professional Responsibility and Accountability
 Communication
 Education
 Research
 Legal and Practice Standards
 Quality assurance
 Statistics
 reimbursement
16-4
 Professional Responsibility and
Accountability
 Recording documents compliance with professional practice
standards and accreditation criteria.
 Written records are a resource for review, audit,
reimbursement, and research.
 Documentation provides a written legal record to protect the
client, institution and practitioner.
 documentation is considered as an important criteria of an
profession.
16-5
 Documentation as Communication
 Communication is a dynamic, continuous, and
multidimensional process for sharing information.
 Reporting and recording are the major communication
techniques used by health care providers.
 The medical record serves as a legal document for recording
all client activities by health care practitioners.
16-6
 Nurses rely on charting, records, and systems that
support the implementation of the nursing process.
 Systematic documentation is critical to presenting the
care administered by nurses in a logical fashion.
 Critical thinking skills, judgments, and evaluation must
be clearly communicated through proper documentation.
16-7
Education
 Health care students use the medical record as a tool to learn
about disease processes, diagnoses, complications, and
interventions.
 Clinical rounds and case conferences rely heavily on
information contained in the medical record.
Research
 Researchers rely heavily on medical records as a source of
clinical data.
 Documentation can validate the need for research.
Legal and Practice Standards
In 80% to 85% of malpractice lawsuits
involving client care, the medical record is the
determining factor in providing proof of
significant events.
 Informed consent means that the client understands the
reasons and risks of the proposed intervention.
 Witnessing confirms that the person who signs the consent
is competent.
 Recording provide evidence of the care provided by the
nurses.
 Quality assurance
Documentation provide information about the care
provided during the time of audit.
 Statistics
Documentation provides information for formulation of
statistical report of the hospital.
Copyright 2004 by Delmar Learning, a division of Thomson
Learning, Inc. 16-10
Reimbursement(compensation)
Peer review organizations (PROs) are required by the
federal government to monitor and evaluate care.
Medical record documentation is the mechanism for
the PRO review. Diagnosis-Related Groups (DRG)
 The medical record must provide documentation
that supports the DRG and appropriateness of care.
 If nurses fail to document the equipment or
procedures used daily, reimbursement to the facility
can be denied.
 Nursing notes must be logical, focused, and
relevant to care, and must represent each phase of
the nursing process.
 Nursing documentation based on the nursing
process facilitates effective care.
16-12
 Use of Common Vocabulary
 Legibility
 Abbreviations and Symbols
 Organization
 Accuracy
 Documenting a Medication Error
 Confidentiality
 Timing
 Sequence
 completeness
16-13
 Use of Common Vocabulary
Enhances the quality of documentation.
Supports the efforts of research.
 Improves communication and lessens the chance of
misunderstanding between members of the health
team.
 Legibility
Print if necessary.
Do not erase or obliterate writing.
Draw one line through an erroneous entry.
State the reason for the error.
Sign and date the correction.
16-14
16-15
Correcting a documentation error
 Abbreviations and Symbols
 Always refer to the facility’s approved listing.
 Avoid abbreviations that can be misunderstood.
 Organization
 Start every entry with the date and time.
 Chart in chronological order.
 Chart in a timely fashion to avoid omissions.
 Chart medications immediately after administration.
 Sign your name after each entry.
16-16
16-17
Charting a late entry
 Accuracy
 Use factual, descriptive terms to chart exactly what was
observed or done.
 Use correct spelling and grammar.
 Write complete sentences.
 Maintain continuity of care by recording with respect to notes
made on previous shifts.
16-18
 Documenting a Medication Error
Chart the medication on the MAR.
Document in the nurses’ progress notes:
Name and dosage of the medication
Name of the practitioner who was notified
of the error
Time of the notification
Nursing interventions or medical treatment
Client’s response to treatment
16-19
 Confidentiality
The nurse is responsible for protecting the
privacy and confidentiality of client
interactions, assessments, and care.
The client’s significant others, insurance
companies, or other parties not directly
involved in care provided by the health team
may not have access to clients’ records.
16-20
 Timing
 The recording must be done on the particular time to
prevent error.
 Sequences
 The recording must be done in a continuous manner .
 Completeness
 The recording must be fully completed including the
sign.
16-21
 Narrative Charting
 Source-Oriented Charting
 Problem-Oriented Charting
 PIE Charting
 Focus Charting
 Charting by Exception (CBE)
 Computerized Documentation
 Case Management with Critical Paths
16-22
 Narrative Charting
 Describes the client’s status, interventions and treatments;
response to treatments is in story format.
 Narrative charting is now being replaced by other formats.
 Source-Oriented Charting
 Narrative recording by each member (source) of the health
care team on separate records.
16-23
 Problem-Oriented Charting (POMR)
 Uses a structured, logical format called S.O.A.P.
 S: subjective data
 O: objective data
 A: assessment (conclusion stated in form of
nursing diagnoses or client problems)
 P: plan
 Uses flow sheets to record routine care.
 A discharge summary addresses each problem.
 SOAP entries are usually made at least every 24 hours
on any unresolved problem.
 SOAP was developed on a medical model.
16-24
 SOAPIE and SOAPIER refer to formats that add:
 I: Intervention
 E: Evaluation
 R: Revision
16-25
 PIE Charting
P: Problem
I: Intervention
E: Evaluation
 Key components are assessment flow sheets and
the nurses’ progress notes with an integrated plan
of care.
 PIE charting is a nursing model.
16-26
 Focus Charting
 A method of identifying and organizing the narrative
documentation of all client concerns.
 Includes data, action, response.
 Uses a columnar format within the progress notes to
distinguish the entry from other recordings in the narrative
notes.
 Charting by Exception (CBE)
 The nurse documents only deviations from preestablished
norms.
 Avoids lengthy, repetitive notes.
 Enables the identification of trends in client status.
16-27
 Computerized Documentation
 Increases the quality of documentation and save time.
 Increases legibility and accuracy.
 Enhances implementation of the nursing process. Enhances
the systematic approach to client care.
 Provides clear, decisive, and concise key words (standardized
nursing terminology).
 Provides access to other data, enhancing critical thinking.
 Information is quickly coordinated and integrated by other
departments.
 Facilitates statistical analysis of data.
16-28
 Point-of-Care System
 A handheld portable computer is used for inputting and retrieving
client data at the bedside.
 Provides each health care practitioner with all pertinent client data
to ensure continuity of care without duplication.
 Provides crucial client information in a timely fashion.
16-29
 Case Management Process
 A methodology for organizing client care through an illness,
using a critical pathway.
 A critical pathway is a monitoring and documentation tool
used to ensure that interventions are performed on time and
that client outcomes are achieved on time.
16-30
 Kardex
 Flow Sheets
 Nurses’ Progress Notes
 Discharge Summary
16-31
 The Kardex
 The Kardex is used as a reference throughout the
shift and during change-of-shift reports.
 Client data
 Medical diagnoses and nursing diagnoses
 Medical orders
 Activities
16-32
 Forms for Recording Data
 Flow sheets reduce the redundancy of charting in the
nurses’ progress notes.
 The information on flow sheets can be formatted to meet
the specific needs of the client.
 Nurses’ progress notes are used to document the client’s
condition, problems and complaints, interventions,
responses, achievement of outcomes.
 Progress notes can be completely narrative or
incorporated into a standardized flow sheet.
16-33
 Discharge Summary
 Client’s status at admission and discharge
 Brief summary of client’s care
 Interventions and education outcomes
 Resolved problems and continuing need
 Referrals
 Client instructions
 Trends in Documentation
 Standardized data bases are required to ensure accuracy and
precision in nursing information systems.
16-34
 Verbal communication of data regarding the client’s health
status, needs, treatments, outcomes, and responses
 Summary of current critical information to facilitate clinical
decision making and continuity of client care
 Reporting is based on the nursing process, standards of care,
and legal and ethical principles.
 Reports require participation from everyone present.
16-35
 Summary Reports
 Walking Rounds
 Telephone Reports and Orders
 Incident Reports
16-36
 Commonly occur at change of shift (or when client
is transferred).
Assessment data
Primary medical and nursing diagnoses
Recent changes in condition,
adjustments in plan of care, and
progress toward expected outcomes
Client or family complaints
16-37
 Walking Rounds
 Nursing, physician, interdisciplinary
 Occur in the client’s room and include the client
 Telephone Reports and Orders
 Report transfers, communicate referrals, obtain client
data, solve problems, inform a physician and/or client’s
family members regarding a change in the client’s
condition.
 Telephone orders are documented in the nurses’
progress notes and the physician order sheet.
16-38
 Used to document any unusual occurrence or
accident in the delivery of client care.
 The incident report is not part of the medical
record, but it may be used later in litigation.
16-39
 Trends in Charting
 Reduction in duplicate charting
 Bedside charting
 Multidisciplinary charting
 Clinical paths
 More uniformity in documentation
 Computerized documentation
 Fax machines
16-40
 proper documentation will protect the nurse in
critical situation
16-41
 THANK YOU
16-42

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Documentation john

  • 2.  Documentation is defined as written evidence of: The interactions between and among health professionals, clients, their families, and health care organizations The administration of tests, procedures, treatments, and client education The results or client’s response to these diagnostic tests and interventions
  • 3.  Written evidence of the interaction between and among students, families, school staff, health care professionals, regarding care, training, consultation, student education, and the results or response to the intervention.  Written record of nursing process to deliver care.
  • 4.  Professional Responsibility and Accountability  Communication  Education  Research  Legal and Practice Standards  Quality assurance  Statistics  reimbursement 16-4
  • 5.  Professional Responsibility and Accountability  Recording documents compliance with professional practice standards and accreditation criteria.  Written records are a resource for review, audit, reimbursement, and research.  Documentation provides a written legal record to protect the client, institution and practitioner.  documentation is considered as an important criteria of an profession. 16-5
  • 6.  Documentation as Communication  Communication is a dynamic, continuous, and multidimensional process for sharing information.  Reporting and recording are the major communication techniques used by health care providers.  The medical record serves as a legal document for recording all client activities by health care practitioners. 16-6
  • 7.  Nurses rely on charting, records, and systems that support the implementation of the nursing process.  Systematic documentation is critical to presenting the care administered by nurses in a logical fashion.  Critical thinking skills, judgments, and evaluation must be clearly communicated through proper documentation. 16-7
  • 8. Education  Health care students use the medical record as a tool to learn about disease processes, diagnoses, complications, and interventions.  Clinical rounds and case conferences rely heavily on information contained in the medical record. Research  Researchers rely heavily on medical records as a source of clinical data.  Documentation can validate the need for research.
  • 9. Legal and Practice Standards In 80% to 85% of malpractice lawsuits involving client care, the medical record is the determining factor in providing proof of significant events.  Informed consent means that the client understands the reasons and risks of the proposed intervention.  Witnessing confirms that the person who signs the consent is competent.  Recording provide evidence of the care provided by the nurses.
  • 10.  Quality assurance Documentation provide information about the care provided during the time of audit.  Statistics Documentation provides information for formulation of statistical report of the hospital. Copyright 2004 by Delmar Learning, a division of Thomson Learning, Inc. 16-10
  • 11. Reimbursement(compensation) Peer review organizations (PROs) are required by the federal government to monitor and evaluate care. Medical record documentation is the mechanism for the PRO review. Diagnosis-Related Groups (DRG)  The medical record must provide documentation that supports the DRG and appropriateness of care.  If nurses fail to document the equipment or procedures used daily, reimbursement to the facility can be denied.
  • 12.  Nursing notes must be logical, focused, and relevant to care, and must represent each phase of the nursing process.  Nursing documentation based on the nursing process facilitates effective care. 16-12
  • 13.  Use of Common Vocabulary  Legibility  Abbreviations and Symbols  Organization  Accuracy  Documenting a Medication Error  Confidentiality  Timing  Sequence  completeness 16-13
  • 14.  Use of Common Vocabulary Enhances the quality of documentation. Supports the efforts of research.  Improves communication and lessens the chance of misunderstanding between members of the health team.  Legibility Print if necessary. Do not erase or obliterate writing. Draw one line through an erroneous entry. State the reason for the error. Sign and date the correction. 16-14
  • 16.  Abbreviations and Symbols  Always refer to the facility’s approved listing.  Avoid abbreviations that can be misunderstood.  Organization  Start every entry with the date and time.  Chart in chronological order.  Chart in a timely fashion to avoid omissions.  Chart medications immediately after administration.  Sign your name after each entry. 16-16
  • 18.  Accuracy  Use factual, descriptive terms to chart exactly what was observed or done.  Use correct spelling and grammar.  Write complete sentences.  Maintain continuity of care by recording with respect to notes made on previous shifts. 16-18
  • 19.  Documenting a Medication Error Chart the medication on the MAR. Document in the nurses’ progress notes: Name and dosage of the medication Name of the practitioner who was notified of the error Time of the notification Nursing interventions or medical treatment Client’s response to treatment 16-19
  • 20.  Confidentiality The nurse is responsible for protecting the privacy and confidentiality of client interactions, assessments, and care. The client’s significant others, insurance companies, or other parties not directly involved in care provided by the health team may not have access to clients’ records. 16-20
  • 21.  Timing  The recording must be done on the particular time to prevent error.  Sequences  The recording must be done in a continuous manner .  Completeness  The recording must be fully completed including the sign. 16-21
  • 22.  Narrative Charting  Source-Oriented Charting  Problem-Oriented Charting  PIE Charting  Focus Charting  Charting by Exception (CBE)  Computerized Documentation  Case Management with Critical Paths 16-22
  • 23.  Narrative Charting  Describes the client’s status, interventions and treatments; response to treatments is in story format.  Narrative charting is now being replaced by other formats.  Source-Oriented Charting  Narrative recording by each member (source) of the health care team on separate records. 16-23
  • 24.  Problem-Oriented Charting (POMR)  Uses a structured, logical format called S.O.A.P.  S: subjective data  O: objective data  A: assessment (conclusion stated in form of nursing diagnoses or client problems)  P: plan  Uses flow sheets to record routine care.  A discharge summary addresses each problem.  SOAP entries are usually made at least every 24 hours on any unresolved problem.  SOAP was developed on a medical model. 16-24
  • 25.  SOAPIE and SOAPIER refer to formats that add:  I: Intervention  E: Evaluation  R: Revision 16-25
  • 26.  PIE Charting P: Problem I: Intervention E: Evaluation  Key components are assessment flow sheets and the nurses’ progress notes with an integrated plan of care.  PIE charting is a nursing model. 16-26
  • 27.  Focus Charting  A method of identifying and organizing the narrative documentation of all client concerns.  Includes data, action, response.  Uses a columnar format within the progress notes to distinguish the entry from other recordings in the narrative notes.  Charting by Exception (CBE)  The nurse documents only deviations from preestablished norms.  Avoids lengthy, repetitive notes.  Enables the identification of trends in client status. 16-27
  • 28.  Computerized Documentation  Increases the quality of documentation and save time.  Increases legibility and accuracy.  Enhances implementation of the nursing process. Enhances the systematic approach to client care.  Provides clear, decisive, and concise key words (standardized nursing terminology).  Provides access to other data, enhancing critical thinking.  Information is quickly coordinated and integrated by other departments.  Facilitates statistical analysis of data. 16-28
  • 29.  Point-of-Care System  A handheld portable computer is used for inputting and retrieving client data at the bedside.  Provides each health care practitioner with all pertinent client data to ensure continuity of care without duplication.  Provides crucial client information in a timely fashion. 16-29
  • 30.  Case Management Process  A methodology for organizing client care through an illness, using a critical pathway.  A critical pathway is a monitoring and documentation tool used to ensure that interventions are performed on time and that client outcomes are achieved on time. 16-30
  • 31.  Kardex  Flow Sheets  Nurses’ Progress Notes  Discharge Summary 16-31
  • 32.  The Kardex  The Kardex is used as a reference throughout the shift and during change-of-shift reports.  Client data  Medical diagnoses and nursing diagnoses  Medical orders  Activities 16-32
  • 33.  Forms for Recording Data  Flow sheets reduce the redundancy of charting in the nurses’ progress notes.  The information on flow sheets can be formatted to meet the specific needs of the client.  Nurses’ progress notes are used to document the client’s condition, problems and complaints, interventions, responses, achievement of outcomes.  Progress notes can be completely narrative or incorporated into a standardized flow sheet. 16-33
  • 34.  Discharge Summary  Client’s status at admission and discharge  Brief summary of client’s care  Interventions and education outcomes  Resolved problems and continuing need  Referrals  Client instructions  Trends in Documentation  Standardized data bases are required to ensure accuracy and precision in nursing information systems. 16-34
  • 35.  Verbal communication of data regarding the client’s health status, needs, treatments, outcomes, and responses  Summary of current critical information to facilitate clinical decision making and continuity of client care  Reporting is based on the nursing process, standards of care, and legal and ethical principles.  Reports require participation from everyone present. 16-35
  • 36.  Summary Reports  Walking Rounds  Telephone Reports and Orders  Incident Reports 16-36
  • 37.  Commonly occur at change of shift (or when client is transferred). Assessment data Primary medical and nursing diagnoses Recent changes in condition, adjustments in plan of care, and progress toward expected outcomes Client or family complaints 16-37
  • 38.  Walking Rounds  Nursing, physician, interdisciplinary  Occur in the client’s room and include the client  Telephone Reports and Orders  Report transfers, communicate referrals, obtain client data, solve problems, inform a physician and/or client’s family members regarding a change in the client’s condition.  Telephone orders are documented in the nurses’ progress notes and the physician order sheet. 16-38
  • 39.  Used to document any unusual occurrence or accident in the delivery of client care.  The incident report is not part of the medical record, but it may be used later in litigation. 16-39
  • 40.  Trends in Charting  Reduction in duplicate charting  Bedside charting  Multidisciplinary charting  Clinical paths  More uniformity in documentation  Computerized documentation  Fax machines 16-40
  • 41.  proper documentation will protect the nurse in critical situation 16-41