Elements of documentation
Factual: can be subjective and objective.
Accurate and concise: document facts and information precisely without any interpretations.
Complete and current: document information that is comprehensive and timely. Never pre-chart.
Organized: communicate information and a logical sequence.
Legal guidelines
Day in time, legible, non-erasable black ink, no blank spaces.
Don’t use correction fluid, erase, scratch out, or black and out errors. Follow facility procedure for corrections.
Sign all documentation with name and title.
Documentation should be factual not personal opinions or criticism.
Documentation formats
Flow charts: shows trends
Narrative documentation: records info as sequence of events
Charting by exception: documents any deviations from the norm
Problem oriented medical records: organized by problem or diagnosis. Examples: SOAP, PIE, DAR.
Electronic health records: replacing manual formats
Reporting formats
Change of shift report
Telephone reports (common with transfers)
Telephone or verbal prescriptions
Transfer or handoff reports
Incident reports (unusual occurrences)
Telephone prescriptions
Incident reports
Do not put into a clients chart
Examples of occurrences that require an incident report are medication errors, falls, omission of prescription, and needle sticks.
Information security (Privacy Rule)
Promotes the use of standard methods of maintaining the privacy of protected health information (PHI) among health care agencies.
*part of HIPAA
Information security protocols
Log off from computer before leaving the workstation
Never share user ID or password
Never leave a medical record or other printed PHI where others can access it
Shred any printed or written client info after use.
SOAP
S: subjective data
O: Objective data
A: assessment
P: plan
PIE
P: problem
I: intervention
E: evaluation
DAR
D: data
A: action
R: response