NUR 102 Documentation & Reporting 2024 PDF
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2024
NUR
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Summary
This document is a presentation on the topic of documentation and reporting in a medical setting. It details different types of documentation systems and methods of reporting including problem-oriented medical records, focus charting and charting by exception, including care plan conferences, and nursing rounds and general guidelines.
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ocumentation & Reportin NUR 102 2024 1 If documentation is not charted, it wasn’t done!!! 2 Documentation Defines as “The written or printed legal record of all pertinent interactions with the client”....
ocumentation & Reportin NUR 102 2024 1 If documentation is not charted, it wasn’t done!!! 2 Documentation Defines as “The written or printed legal record of all pertinent interactions with the client”. It reflects quality of care and accountability in providing care. Health personal communicate through (Next slide): 1. Discussion 2. Reports 3. Records (chart or client record) 3 Documentation 1. Discussion: is informal oral consideration of a subject by two or more health care personnel to identify (ID) problem or establish strategies to resolve a problem. 2. Report: is oral, written or computer based communication intended to convey information to others (endorsement). 3. Record (chart or client record): is a formal, legal document that provides evidence of a client’s care. It can be written or computer based. Note: Recording, charting, or documenting is defined as “the process of making entry on a client record”. 4 Documentation Purposes 1.Communication 2.Planning client care through using data from the client records to plan care 3.Auditing heath agencies by reviewing of client records for quality assurance purpose 4.Research by using data as valuable resource for research 5.Education such as students often use client records as educational tools 5 Documentation Purposes CONT 6. Legal Documentation: It used in the court as evidence. 7. Reimbursement السداد: For obtaining payment through Medicare الرعاية الطبية, the client’s record must contain the correct diagnosis-related group codes and reveal that the appropriate care has been given. 8. Health care analysis: To ID health care agency needs, ID services that cost money and those that generate revenue ربح. 6 Documentation Systems 1. Source Oriented Record 2. Problem Oriented Medical Records (POMR) 3. Problem, Intervention, Evaluation (PIE) 4. Focus Charting 5. Charting by Exception (CBE) 6. Computerized Documentation 7. Case Management 7 1.Source Oriented Record The traditional client record and organized by discipline Each person or department makes notations in a separate section or sections of the client’s chart E.g., Admission departments have their own sheet, physicians have their own sheets, nurses have their own sheets…etc Advantage: Easy to locate discipline specific information Disadvantage: Not organized by client problem, therefore difficult to track; fragmented and have repetition in the information which decreases communication among health care team, an incomplete picture of the client’s care, and lack of coordination of care 8 1.Source Oriented Record Example on this CONT system: Narrative Charting Is traditional part of the source oriented record Consists of written notes that include routine care, normal findings, and client problems There is no right or wrong order to the information (may used in emergency situations), chronological order is used frequently 9 Example of narrative-chronological nurses’ progress notes 10 2. Problem Oriented Medical ….. Records Is documentation organized (POMR) around client problems rather than the source of information all disciplines record on same form Advantages: Encourages collaboration, and the problem list in the front of the chart alerts care givers to the client’s needs and makes it easier to track the status of each problem Disadvantages: Caregivers differ in their ability to use the required charting format, it takes constant awareness to maintain an up to date problem list, and it is somewhat inefficient because assessments and interventions that apply to more than one problem must be repeated Four Components: 1.Database, 2.Problem list, 3.Plan of care, and 4.Progress note (Next slide) 11 2. Problem Oriented Medical Records (POMR) CONT 1. Data base: Contains all information known about client when the client 1st enters the health care agency, updated according to change in health status 2. Problem list: Derived from the data base, problems are listed in order in which they are identified, redefined as patient condition changed or more data obtained 3. Plan of care: Made with reference to active problem list, it generated by the person who lists the problem, listed under each problem in 12 2. Problem Oriented Medical Records (POMR) 4. Progress notes: Is aCONT chart entry made by all heath professionals involved in a client’s care All use same type of sheet for notes Numbered to correspond to the problems on the problem list SOAP format is frequently used SOAP/SOAPIE/SOAPIER / APIE/ APIER format: Subjective data Objective data Assessment Plan Intervention Evaluation Revision 13 Example of problem area (focus) charting: SOAP Example of problem area (focus) charting: APIE 14 3. Problem, Intervention, Evaluation (PIE)categories Groups information into three Consist of flow sheet (assessment) and progress note. Acronym اختصارfor: Problem Intervention Evaluation NANDA used to word the problem The problem statement, intervention and evaluation where numbered the same Advantages: Eliminate traditional CP and incorporates an ongoing care plan Disadvantages: All nursing note should be reviewed before giving care to determine which problems are current and which intervention were effective. 15 4. Focus Charting It intended to make the client and client concerns and strengths the focus of care. Three columns for recording are usually used: 1.date and time, 2.focus, and 3.progress note Focus may be a condition, nursing diagnosis, a behavior, or S/S, client strength The progress notes are organized into: DAR D: Data : assessment phase A: Action: planning and implementation R: Response: evaluation phase 16 Summary of focus charting Date\time Focus progress note - Condition - Data: S&O data - Nursing Dx - Action: P&I - S&S - Response: E 21/10 9:00 pain D: abdominal Incision, facial grimacing. Rates pain at 8 on scale 0-10 A: administer morphine sulfate 4 mg IV R: Rates pain at 1. states welling to ambulate 17 5. Charting by Exception (CBE) system in which only abnormal or Is a documentation significant findings or exceptions to norms are recorded 1. Flow sheets: as graphic records, fluid balance records, daily nursing assessment record, skin assessment record 2. Standards of nursing care: eliminates much of the repetitive charting of routine care. Usually documentation involves only a check mark in the routine standards box on the graphic record 3. Bedside access to chart form: all flow sheets are kept at the client’s bed side to allow immediate recording and to eliminate the need to transcribe data from the nurse’s worksheet to the permanent record. Advantages: The elimination of lengthy, repetitive notes and it makes client changes in condition more obvious. 18 Systems flow sheet. 19 Graphic flow sheet. 20 Charting by exception (CBE) Example 21 6. Computerized Documentation Used to store clients database, add data, create and revise CP, and document client progress It make care planning and documentation easy It made transmission of information from one care setting to another possible 22 Documentation SYSTEMS Computerized documentation (Electronic health records (EHRs) Advantage of this system Allow nurses to use their time more efficiently Computer records can facilitate a focus on client outcome Bedside terminals permit the nurse to check an order immediately before administering a treatment or medication 23 Documentation SYSTEMS Computerized documentation (Electronic health records (EHRs) disadvantage of this system Client’s privacy may be infringed on if security measures are not used Breakdowns make information temporarily unavailable The system is expensive Training period is requires when a new or updated system is installed 24 7. Case Management Uses multidisciplinary approach to planning and documenting client care, using critical pathway Identify the outcome that certain groups of client are expected to achieve on each day of care It uses critical pathway, graphics and flow sheet Promote collaboration and teamwork among caregiver, helps decrease length of stay, make efficient use of time Work for client with one or two diagnosis and few needs. Client with multiple diagnosis difficult to document on critical pathway. 25 Documenting Nursing Activities 1. Admission Nursing Assessment 2. Nursing Care Plans 3. Kardex 4. Flow Sheets 5. Progress Notes 6. Nursing Discharge\referral 26 General Guideline for Date and Time Recording Timing Legibility ()مقروء Permanence Accepted Terminology Correct Spelling Signature Accuracy Sequence Appropriateness Completeness Conciseness Legal prudence 27 Guidelines for recording Date and time Correct spelling Timing (frequency of Signature (name & title) documenting) Accuracy (patient’s name Legibility (legible &واضح on each page of the easy to read) clinical record) Permanence (use dark Sequence (Assessment, ink) intervention, client’s response) Accepted terminology Appropriateness Legal prudence (accurate Completeness & complete to give legal protection to the Conciseness (brief & nurse..) complete) 28 Correcting Errors in Charting 1.Single line through error 2.Write “error” above entry 3.Date, time and initial “errored” entry An example (Next Slide) 29 30 Reporting 31 Reporting Purpose: to communicate specific information to a person or group of people Should be concise, include pertinent information no extraneous details Includes: 1. Change of Shift Report 2. Telephone Report 3. Care Plan Conference 4. Nursing Round 32 1. Change of Shift Report Is a report given to all nurses on the next shift Purpose: provide continuity of care for pt May be written or given orally (face to face or by audiotape record) Sometimes given at the bedside, where client and nurse participate in information change. 33 2. Telephone Report The nurse receive telephone report should document the date &time, the person name giving the information, the subject of information, then sign the notation Information should repeated back to the sender to ensure accuracy Be concise and accurate, begin with name and relationship to the client It include (pt name, medical diagnosis, V\S, significant lab data), keep the pt record available to give Dr any additional information After reporting, the nurse document the date and time, 34 call content. Telephone Orders (TO) Physician states prescribed therapy over the phone to the registered nurse (TO) transcribe to the physician order sheet, indicate as verbal order (VO) or (TO) Then, the order should be signed by the physician in a period of time (24hr’s) Include the following information: Date & time orders accepted Stated order Signature & credentials of the nurse Name of the ordering physician 35 3. Care Plan Conference: Meeting of a group of nurses to discuss possible solutions to certain problems of a client 4. Nursing Round: Procedure in which 2 or more nurses visit selected clients at bedside to: - Obtain information that help in Nsg CP - Provide chance for the client to discuss their care - Evaluate nursing care received to pt 36 Thank you