Admission sheet
Commonly used to gather information from the patient before the visit with the provider. Must be updated regularly, usually once a year.
Charting by exception format
An abbreviated documentation method that makes use of well-defined standards of practice and documents only significant or abnormal findings. Strictly a problem-oriented method of charting.
Familial
Diseases/traits that tend to run in specific families
Graphic(flow) sheet
A grid-like form used to record and monitor specific patient variables over time, such as vital signs and weight.
Military time
A 24-hour time cycle that counts the hours of the day from 00:00 to 23:59. Prevents confusion between AM and PM.
Narrative format
Oldest and least structured medical documentation style that is simply a paragraph indicating contact with patient, what was done for patient, and outcomes resulted. It is time-consuming to write and can be difficult to read.
Physicianâs orders
Where precise and detailed documentation of any order of patient care lies. May include orders for medications, treatments, tests, and follow-up care.
Problem-oriented medical record(POMR)
Organizes information by the patientâs problem. Patientâs medical problem is on the first page of the record and assigned a number, and then all documentation about that issue is assigned the same number. When the issue no longer exists, an âXâ is put next to the issue. It is sorted into sections, (1) problem list, (2) database, (3)treatment plan, and (4) progress notes.
Progress notes
Record of each contact a provider has with the patient, whether in person or by phone, mail, or email which helps provide a snapshot of patient treatment, progress, and issues. In this section, the provider summarizes any findings from contact.
Soap Format
A documentation format made up of four parts: subjective data, objective data, assessment, plan.
Source-oriented medical record(SOMR)
Groups information by type instead of problem
TPR
Temperature, pulse, respiration
BIP
Blood pressure
OD
Once a day
BID
Twice a day
TID
Three times a day
QID
Four times a day
IM
Intramuscular
SQ/SC
Subcutaneous
ID
Intradermal
PO
By mouth
NPO
Nothing by mouth
C/O
Complaint of
c(with line over it)
with
R/O
Rule out
CXR
Chest x-ray(to rule out pneumonia)
s/p
Status post fall
s(with line over it)
without
p(with line over it)
post
a(with line over it)
before
d/c
discontinue or discharge
q
every(as in hours)
Rx
Perscription
Tx
Treatment
Dx
Diagnosis
Pt
Patient
NKDA
No known drug allergies
LMP
Last menstrual period
What is primary purpose of medical documentation? What is the second main purpose?
The primary one is communication between healthcare providers so that all information is up-to-date. The other is describing a patientâs current medical condition and history.
What are all the purposes of medical documentation?
Education, communication, reimbursement, assessment, quality assurance, legal record, research,
ac
before meals
Why is medical documentation necessary?
Patients receive care from so many providers that they will never all be in the same room at once
Why is the permanent medical record important?
Having past and current medical records allows for clues to diagnosis and treatment plans
What can medical documentation provide evidence of?
Quality of care a patient received and the competence of the professionals who provided that care
What does a health care audit do?
They check over medical records in order to make sure there are no deficiencies, and if there are, in-service training is done to help fix the issue and improve quality of care.
What is the cornerstone of medical documentation?
Patient medical records
Why is documentation contained in the patientâs medical record there?
To determine the reason for a patient visit, the type of care given, any diagnosis made, any tests that were ordered, and any treatment provided
How do plan administrators determine how much the plan will pay?
Reason for a patient visit, the type of care given, any diagnosis made, any tests that were ordered, and any treatment provided. They also use codes put in the medical documentation.
What is the golden rule of medical documentation?
If it isnât documented, it wasnât done
Why can medical documents be used in court?
They are legal documents
What is a symptom?
Indications of disease or dysfunction that are sensed by the patient
What is a sign?
Indications of disease or dysfunction that can be observed or measured
When can medical documents be destroyed?
Must be held up until a certain time period but NEVER
What happens when a healthcare professional breaks the legal, ethical, or moral standards?
A breach of contract may occur which subjects the patient to embarrassment or harm and leaves the healthcare professional vulnerable to fines and lawsuits.
How are patient medical records used educationally?
Patient medical records can be used as tools to teach new people in the field
How are patient medical records used for research?
Researchers learn how to recognize or treat health problems through similar cases, data gathered from groups of patient records can help determine significant similarities in disease prevention, contributing factors, and effectiveness of therapies
Why are healthcare professionals switching to EMR?
Healthcare professionals being more willing to switch to electronic due to easy access to multiple people at once in various different areas
List benefits of switching to computerized documentation:
Information is easy to store and receive, Nearly unlimited file space, Easier to back up for added security, Information easily added or attached to records, Charting it easier to read, Data is written in computer quicker, Â order supplies/services for patients, to store billing and financial data, and to maintain health care information
What does the switch to EMR mean?
Increased use of computerized patient information systems means that there are necessary procedures that need to be taken
What has the American Health Information Management Association(AHIMA) been doing to ensure computerized medical documentation safety?
They have guidelines and strategies for safe computerized recordkeeping.
What does the AHIMA advise to do?
Never give a personal password or computer signature to anyone, even other healthcare professionals, Never leave a computer unattended after log on, Follow correct protocol when correcting errors such as writing âmistaken entryâ with the correct info., date, and your initials, Only allow authorized personnel to correct, create, or delete records, Make sure stored records are backed up regularly, Keep running log of electronic copies made of computerized files, NEVER use email to mail protected health information, unless it is encrypted, Follow healthcare agencies procedures and policies
What is a patientâs medical record?
A compilation of health related information. The only permanent legal document detailing a patientâs medical history, test results, and interactions with healthcare professionals. A collection of many types of documents.
What is in an admission sheet?
Demographic data/insurance info): name, address, number, social security number, birthdate, marital status, gender, race, and employers info(name, address, number), primary health insurance carrier, policy number, insurance company address/number, co-payment or deductible info, and secondary insurance info
What do medical history/examination forms usually include?
Patient history(allergies, immunizations, childhood diseases, current and past medications, previous illnesses, surgeries, and hospitalizations), family history, social history, results of physical examination, and current medical condition
What does social history allow for?
Social history allows for providers to see conflicts between habits and treatment and what to add/get rid of for patient care
What is in the reports section of medical documentation?
Contains any reports or findings from laboratory or test work.
What should medical documents be?
Medical documents should be accurate, complete, concise, legible, and well-organized from most recent to least recent.
What is the one rule of all organization methods?
Most recent information appears first in its section
What should a patientâs medical record contain?
A copy of all correspondence relating to patient care, signed copy of the HIPAA privacy notice and end-of-life notices is included in this
When should charting/documentation be done?
Immediately following a procedure, never before
What are benefits of the charting by exception method?
Decreased charting time, greater emphasis and easier retrieval on significant data, timely bedside charting, standardized assessment, greater interdisciplinary communication, better track of important patient responses, lower costs
What abbreviations and acronyms should be used?
They should only be used if they will be understood and are from an accepted abbreviations list.
What do a patientâs vital signs include?
Vital signs, respiration rate,blood pressure, pulse, and temperature
What do medical documents help defend in court?
Malpractice and improper care cases
What are the six câs of charting?
Clientâs words, clarity, completeness, conciseness, chronological order, confidentiality
What does the s of SOAP consist of?
Statements from patient describing condition and symptoms experienced
What does the o of SOAP consist of?
Data that provider can measure, see, feel, or smell, test results, vital signs
What does the a of SOAP consist of?
Patientâs diagnosis and possible disorders to be ruled out
What does the p of SOAP consist of?
Description of what should be done, diagnostic tests, treatments, follow-up
What came first, POMR or SOAP?
SOAP originated from POMR fifty years ago by Lawrence Weed
What do you do if your patient cannot describe their pain?
GIve them time to try, and then list off a bunch of words they could possibly use as listing them off one by one could make them believe they have that pain.
What is the PQRST pain assessment?
P= Provocation/Palliation
Q= Quality/Quantity]
R= Region/Radiation
S= Severity Scale
T= Timing
What are the New Jersey standards for keeping medical documentation for private doctors?
Private Doctors need to keep medical records for 7 years from the date of the most recent entry
What are the New Jersey standards for keeping medical documentation for hospitals?
Adult patients 10 years following the most recent discharge.
Minor patients 10 years following the most recent discharge or until the patient is 23 years of age, whichever is longer.
Discharge summary sheets (all) 20 years after discharge.
+
Currently happening
-
was happening
Acute
quick
emesis
vomited
ambulated=
walked
Dtap
whooping cough
Tdap
Tetanus(most)
Abdominal chamber sections
RU(right upper), RL(right lower), LU(left upper), LL(left lower)
Auscultate
listen
Feel
palpate
See
observe/assessment
AAO x 4
Awake, Alert, Oriented x 4(who,where,event, time)
Medical Biller
Collect payment for services provided by health care physicians, accept copayments, submit claims to insurance companies, and invoice patients
Medical transcriptionist
Listen to recordings made by physicians and other health care professionals and transcribe them into medical reports, letters, and other documents.
Health information technician
Work with patient information, responsible for assembling and organizing medical charts and making sure all documentation is properly records, entered in the computer, and added to the patientâs file.
ICD-10(tenth edition)
A manual of diseases known as the ICD that gives information on symptoms, diagnoses, and treatment.