Documenting & Reporting Flashcards
Informal oral consideration of subject by 2 or more healthcare personnel to identify a problem or establish strategies to resolve a
problem.
ex. “Talking about the case of px”
DISCUSSION
Oral, written, or computer-based
communication to convey info to others.
- Ex: endorsement
REPORT
A legal document that provides evidence of a client’s care.
“Chart” or “Client-record”
RECORD
Process of making an entry on a client record
CHARTING / RECORDING
It maintains the privacy and
confidentiality of protected health
information (PHI)
HIPAA (Health Insurance Portability and Accountability Act of 1996):
Purposes of client record
- Communication
- Planning Client Care
- Auditing Health Agencies
- Research
- Education
- Reimbursement
- Legal Documentation
- Healthcare Analysis
- A vehicle (medium) for diff. health
professionals who interact w/ a client
communicate w/ e/o - Prevents fragmentation, repetition, and delays in client care
COMMUNICATION
- Nurses base on the record to formulate their
care plan - Doctors also make use of it to give treatment
plans/medicines
PLANNING CLIENT CARE
Health insurance companies or accrediting agencies may review client records to determine if the conditions are part of the coverage or meeting their standards
AUDITING HEALTH AGENCIES
The information contained in a record can be a valuable source of data for research. The treatment plans for a number of clients with the same health problems can yield information helpful in treating other clients.
RESEARCH
- Students in health disciplines (ex. Student Nurses) often use client records as educational tools.
- A record can frequently provide a
comprehensive view of the client, the illness, effective treatment strategies, and factors that affect the outcome of the illness.
EDUCATION
- Client’s record is a legal document that may be used in court as evidence.
- The client may object to use the record which makes it inadmissible as evidence
LEGAL DOCUMENTATION
Information from records may assist healthcare planners to identify agency needs, such as overutilized and underutilized hospital services.
Records can be used to establish the costs of various services and to identify those services that cost the agency money and those that generate revenue.
HEALTHCARE ANALYSIS
DOCUMENTATION SYSTEMS
- Source-oriented records
- Problem-oriented records
- PIE: Problems, Interventions, Evaluation
- Focus Charting
- Charting by Exception (CBE)
- Computerized Documentation
- Case Management
The traditional client record
SOURCE-ORIENTED RECORDS
Each healthcare provider or department makes notations
in a separate section or sections of the client’s chart. For example, the admissions department has an admission sheet; the primary care provider has a physician’s order
form, a physician’s history sheet, and progress notes; nurses use the nurse’s notes; and other departments or personnel have their own records.
SOURCE ORIENTED RECORD
In this type of record, information about a particular problem is distributed throughout the record.
SOURCE-ORIENTED RECORD
A very detailed charting and is a traditional part of the source-oriented record . Consists of written notes including both normal and abnormal findings, interventions,
assessment, effects of interventions, routine care
NARRATIVE CHARTING
➢ In this record, data is arranged according to client problem
(problem list)
➢ Healthcare team members contribute to problem list, care plans, and progress notes
➢ There is care plan and progress notes for each problem
PROBLEM-ORIENTED RECORD
– all Px info/hx upon admission
DATABASE
4 basic components of problem oriented record
DATABASE
PROBLEM LIST
PLAN OF CARE
PROGRESS NOTES
derived from database and
kept at the front of chart. Problems are listed in order in which they are identified and re continually updated. Includes physio, psycho, socio, cultural, spiritual, developmental, and environmental needs.
PROBLEM LIST
– initial list of orders or plan
of care in reference to the active
problems.
PLAN OF CARE
in the POMR is a chart entry made by all health professionals involved in a client’s care;
PROGRESS NOTES
➢ is intended to make the client and client concerns and strengths the focus of care.
➢ Uses DAR (Data, Action, Response) format
➢ Uses 3 column for recording:
- Date and Time,
- Focus: condition, nsg. dx, behavior, sign & symptom, acute change in cx condition
- Progress Notes: organized into DAR
FOCUS CHARTING
This system consists of a client care assessment flow sheet and progress
notes.
This system eliminates the traditional care plan and incorporates ongoing care plan into the progress notes
Each ___ is referred to by a number (ex. P#1, I#1, E#1) each specific to the problem.
PIE (PROBLEM, INTERVENTIONS, EVALUATION)
This system provides a holistic perspective of the client and the client’s needs. It also provides a
nursing process framework for the progress notes (DAR).
FOCUS CHARTING
3 Key Elements of Charting by Exception
- FLOW SHEETS
- STANDARDS OF NURSING CARE
- BEDSIDE ACCESS TO CHART FORMS
Is a documentation system in
which only abnormal or significant findings or exceptions to norms are recorded.
CHARTING BY EXCEPTION (CBE)
Case Management Model:
It is a deviation from
what was planned on the critical pathway—unexpected
occurrences that affect the planned care or the client’s
responses to care
VARIANCE
➢ Emphasizes quality, cost-effective care delivered
within an established length of stay.
➢ Uses multidisciplinary approach to planning
and documenting client care, using critical
pathways
CASE MANAGEMENT MODEL
If goals are NOT met in a case management model, then it is called a ______
VARIANCE
➢Use of electronic health records (EHR)
➢ Taking advantage of technology by using
computers / tablets / iPads to document data or
chart.
➢ Allows easy transfer of information from one
place to another (ex. From hospital to primary
doctor or referral hospital)
➢ Systematic and organized
COMPUTERIZED DOCUMENTATION