9 documentatin & reporting nurses by m.fathoni 2013

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    Documentation and Reporting

    Ns. Mukhamad Fathoni, S.Kep., MNS

    Jurusan Keperawatan, Fakultas

    Kedokteran Universitas Brawijaya

    Email : [email protected]

    mailto:[email protected]:[email protected]:[email protected]:[email protected]
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    INTRODUCTION

    A good nurse needs to have great reporting skills.

    Since it takes time to develop great reportingskills, you should work on this area if you're

    trying to land a job as a clinical nurse or

    manager.

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    Documentation as

    Communication

    Communication is a dynamic, continuous,and multidimensional process for sharinginformation.

    Reporting and recording are the majorcommunication techniques used by healthcare providers.

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    Documentation as

    Communication The medical record serves as a legal

    document for recording all client activitiesby health care practitioners.

    Documentation is defined as writtenevidence of:

    The interactions between and among healthprofessionals, clients, their families, and health

    care organizationsThe administration of tests, procedures,

    treatments, and client education

    The results or clients response to these

    diagnostic tests and interventions

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    Documentation as

    Communication 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 nursesin a logical fashion.

    Critical thinking skills, judgments, and

    evaluation must be clearly communicated

    through proper documentation

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    Purposes of Health Care

    Documentation

    Professional Responsibility andAccountability

    Communication

    Education Research

    Legal and Practice Standards

    Recording provides written evidence ofwhat was done for the client, the clients

    response, and any revisions made in the

    care plan

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    Purposes of Health Care

    Documentation 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 legalrecord to protect the client, institution and

    practitioner.

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    Purposes of Health Care

    Documentation 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.

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    Purposes of Health Care

    Documentation Research

    Researchers rely heavily on medical records as

    a source of clinical data.

    Documentation can validate the need for

    research.

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    Purposes of Health Care

    Documentation Legal and Practice Standards

    In 80% to 85% of malpractice lawsuits

    involving client care, the medical record is thedetermining factor in providing proof of

    significant events.

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    Legal and Practice Standards

    Informed Consent

    Advance Directives

    Indonesian National Nurses Association

    (INNA) Standards of Care

    State Nurse Practice Acts

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    Legal and Practice Standards

    Informed consentmeans that the client

    understands the reasons and risks of the

    proposed intervention.

    Witnessing confirms that the person who

    signs the consent is competent.

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    Principles of Effective

    Documentation 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.

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    Elements of Effective

    Documentation Use of Common Vocabulary

    Legibility

    Abbreviations and Symbols

    Organization

    Accuracy

    Documenting a Medication Error

    Confidentiality

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    Elements of Effective

    Documentation 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.

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    Elements of Effective

    Documentation 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.

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    Elements of Effective

    Documentation

    Correcting a documentation error

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    Elements of Effective

    Documentation Abbreviations and Symbols

    Always refer to the facilitys approved listing.

    Avoid abbreviations that can be misunderstood.

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    Elements of Effective

    Documentation 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.

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    Elements of Effective

    Documentation

    Charting a late entry

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    Elements of Effective

    Documentation

    Charting a prn

    medication

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    Elements of Effective

    Documentation 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 withrespect to notes made on previous shifts.

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    Elements of Effective

    Documentation 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

    Clients response to treatment

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    Elements of Effective

    Documentation Confidentiality

    The nurse is responsible for protecting the

    privacy and confidentiality of clientinteractions, assessments, and care.

    The clients significant others, insurance

    companies, or other parties not directly

    involved in care provided by the health team

    may not have access to clients records.

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    Methods of Documentation

    Narrative Charting

    Source-Oriented Charting

    Problem-Oriented Charting PIE Charting

    Focus Charting

    Charting by Exception (CBE)

    Computerized Documentation

    Case Management with Critical Paths

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    Methods of Documentation

    Narrative Charting

    Describes the clients status, interventions and

    treatments; response to treatments is in storyformat.

    Narrative charting is now being replaced by

    other formats.

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    Methods of Documentation

    Source-Oriented Charting

    Narrative recording by each member (source)

    of the health care team on separate records.

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    Methods of Documentation

    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

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    Problem-Oriented Charting

    (POMR) 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.

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    Problem-Oriented Charting

    (POMR) SOAPIE and SOAPIER refer to formats that

    add:

    I: Intervention

    E: Evaluation

    R: Revision

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    .

    Problem-Oriented Charting

    (POMR)

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    Methods of Documentation

    PIE Charting

    P: Problem

    I: Intervention

    E: Evaluation

    Key components are assessment flow sheets

    and the nurses progress notes with anintegrated plan of care.

    PIE charting is a nursing model.

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    Methods of Documentation

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    Methods of Documentation

    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 otherrecordings in the narrative notes.

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    Methods of Documentation

    Charting by Exception (CBE)

    The nurse documents only deviations from

    preestablished norms.Avoids lengthy, repetitive notes.

    Enables the identification of trends in client

    status.

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    Methods of Documentation

    Computerized DocumentationIncreases 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).

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    Methods of Documentation

    Point-of-Care System

    A handheld portable computer is used for

    inputting and retrieving client data at thebedside.

    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.

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    Methods of Documentation

    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.

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    Forms for Recording Data

    Kardex

    Flow Sheets

    Nurses Progress Notes

    Discharge Summary

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    Forms for Recording Data

    TheKardexis used as a reference

    throughout the shift and during change-of-

    shift reports.Client data

    Medical diagnoses and nursing diagnoses

    Medical ordersActivities

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    Forms for Recording Data

    Flow sheetsreduce the redundancy of

    charting in the nurses progress notes.

    The information on flow sheets can beformatted to meet the specific needs of the

    client.

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    Forms for Recording Data

    Nurses progress notesare used to

    document the clients condition, problems

    and complaints, interventions, responses,achievement of outcomes.

    Progress notes can be completely narrative

    or incorporated into a standardized flowsheet.

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    Forms for Recording Data

    Discharge Summary

    Clients status at admission and discharge

    Brief summary of clients care

    Interventions and education outcomes

    Resolved problems and continuing need

    ReferralsClient instructions

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    Trends in Documentation

    Standardized data bases are required to

    ensure accuracy and precision in nursing

    information systems.

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    Trends in Documentation

    Nursing Minimum Data Set (NMDS)

    Nursing Diagnoses (Taxonomy II)

    Nursing Intervention Classification (NIC)

    Nursing Outcomes Classification (NOC)

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    Reporting

    Report: Is oral, written, or computer- basedcommunication intended to convey

    information to others.

    Record: Is written or computer based, the

    process of making an entry on a clients record

    is called recording, charting, or documenting.A clinical record, also called a chart or client

    record is a formal, legal document that

    provides evidence of a clients care.

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    Reporting

    Verbal communication of data regarding the

    clients health status, needs, treatments,

    outcomes, and responses Summary of current critical information to

    facilitate clinical decision making and

    continuity of client care

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    Reporting

    Reporting is based on the nursing process,

    standards of care, and legal and ethical

    principles. Reports require participation from everyone

    present.

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    Reporting

    Summary Reports

    Walking Rounds

    Telephone Reports and Orders

    Incident Reports

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    Summary Reports 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

    outcomesClient or family complaints

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    Walking Rounds

    Nursing, physician, interdisciplinary

    Occur in the clients room and include the

    client

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    Telephone Reports and Orders

    Report transfers, communicate referrals,

    obtain client data, solve problems, inform a

    physician and/or clients family membersregarding a change in the clients condition.

    Telephone orders are documented in the

    nurses progress notes and the physicianorder sheet.

    D ti T l h

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    Documenting a Telephone

    Order

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    Incident Reports

    Used to document any unusual occurrence

    or accident in the delivery of client care.

    The incident report is not part of themedical record, but it may be used later in

    litigation.

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    LETS PRACTICE!! Divide your class into 10 small groups Each group must present CASES of patients in different areas

    Grup 1 : fractures

    Grup 2 : Infectious disease

    Grup 3 : Pediatric patient

    Grup 4 : Gerontology patient Grup 5 : pregnant woman in labour

    Grup 6 : emergency patient in hospital settings

    Grup 7 : emergency patient in pre hospital settings

    Grup 8 : discharged patient

    Grup 9 : mental health patient Grup 10 : dead patient

    Each individual of the groups should prepare their own cases ofmaximum 5 minutes reporting

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    LETS PRACTICE!!

    In the next 2x50, report your work in your

    group by role play.

    Make a pair in your group. One does thereporting and the other does note taking

    Change the turn.

    Discuss in pair.

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    REFERENCE

    Lhynnely. (2012). Nursing Abbreviations

    [Electronic Version]. Retrieved June 4,

    2012, from http://nursingcrib.com/nursing-notes-reviewer/fundamentals-of-

    nursing/nursing-abbreviations/

    Kozier, E.2008. Fundamental of Nursing.5th Edition. Lippincott: William Wilkins

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    Questions? Comments?