RN Documentation

Key Terminology

  • Documentation: The act of recording patient status and care.

    • This reflects what care has been provided and is a legal record of that care.

Importance of Medical Records

  • Communication: Facilitates communication among health care providers.

  • Continuity of Care: Ensures that health care providers can plan care based on prior communications.

  • Quality Improvement: Supports chart auditing and assessment of health outcomes over time.

  • Legal Documentation: Medical records are admissible in court.

  • Professional Standards: Aligns with ANA nursing standards.

  • Reimbursement and Utilization Review: Assists facilities in obtaining reimbursements from insurers and evaluating service utilization.

Types of Documentation Systems in Nursing

Source-Oriented Medical Record (SOMR)
  • Description: Each discipline/department has separate sections for notations (e.g., nursing, physician orders).

    • Advantages: Organized and convenient for locating information.

    • Disadvantages: Information is scattered, making it difficult to gather comprehensive insights.

    • Narrative Charting: A written note that can include normal findings, care, problems, etc.

Problem-Oriented Medical Record (POMR)
  • Description: Information is organized by client problems.

    • Components:

    • Database: Includes nursing assessments, physician’s history, social/family data, and diagnostic tests.

    • Problem List: Continuously updated list of client problems, organized by identification.

    • Plan of Care: Orders for each problem identified, including nursing orders and care plans.

    • Progress Notes: Entries made by any professionals caring for the client, labeled by problem number.

Charting by Exception (CBE)
  • Description: A documentation system that highlights abnormal or significant findings.

    • Components:

    • Flow Sheets: Records vital signs, intake/output, daily assessments, etc.

    • Standards of Nursing Care: Minimum criteria for documentation outlined by the agency.

    • Advantages: Reduces time spent documenting.

    • Disadvantages: Risk of omissions and inconsistencies in documentation content.

Electronic Health Record (EHR)
  • Advantages: Improved communication, access to information, time savings, and quality of care.

  • Disadvantages: High costs, potential downtime, challenges with integration, and change management.

Paper Record
  • Advantages: Familiarity, fewer resources needed, no downtime, and lower costs.

  • Disadvantages: Delayed access, time-consuming to find information, higher risk of errors, and storage issues.

Nursing Progress Notes

  • Can be in paper or electronic formats.

  • Come in various formats including:

    • Narrative: Traditional method with chronological documentation of all findings and care.

    • PIE: Focus on problems, interventions, and evaluations.

    • SOAP/SOAPIER: Components include Subjective, Objective, Assessment, and Plan.

    • Focus Charting: Centers on client concerns and uses annotated sections for recording data.

    • DAR: Data, Action, Response documentation format.

SOAP Notes
  • Structure:

    • S: Subjective information (what patient reports).

    • O: Objective information (measured data).

    • A: Assessment (interpretation of data).

    • P: Plan (goals or care plan).

Example SOAP Note
  • Date: 09/04/24, Time: 1600

  • #3 Infection, risk for

    • S: “I feel like I am burning up, and I am shivering.”

    • O: Temp 103.3°F, shivering, tissue noted with purulent drainage.

    • A: Infectious process suspected, cultures pending.

    • P: Start antibiotic treatment with Keflex 500 mg tid.

Focus Charting

  • Focus: Addresses client concerns/problems and strengths with a three-column format:

    • Date & Time

    • Focus (nursing diagnosis, behavior, or symptoms)

    • Progress Note: Documenting data, actions, and responses.

Example Focus Note
  • Date/Hour: 09/04/24 1800

  • Focus: Infection

    • D: Temp 103.3°F, patient shivering.

    • A: Administered Acetaminophen 1000 mg PO.

    • R: Temp decreased to 100.4°F.

    • P: Continue monitoring every 4 hours.

What to Document

  • Interventions and progress toward goals.

  • Significant events or changes in condition.

  • Informed consent details and patient education.

  • Communication attempts with provider and against medical advice documentation.

Documentation Forms in Nursing

  • Patient Summary: Quick visual history and current data on patients.

  • Admission Data Forms: Completed during admission.

  • Discharge Summary: Details about clients at discharge, including medications and treatments.

  • Flow Sheets & Graphic Records: Used for documenting vital signs and intake/output.

  • Medication Administration Records (MAR): Track prescribed medications and administration details.

Guidelines for Documentation

  • Accuracy: Document in appropriate charts, present facts and observations.

  • Accepted Terminology: Use agency-approved terminologies (avoid "do not use" words).

  • Sequence: Document in the order events occur.

  • Legibility and Permanence: Use clear handwriting, preferably dark ink, to ensure readability.

  • Confidentiality: Adhere to HIPAA for patient information privacy.

Legal Aspects of Documentation

  • HIPAA: Legally protects PHI and establishes penalties for its violation.

    • Penalties: Range from $50,000 per violation to a maximum of $1.5 million depending on the tier of violation.

Reporting Requirements

  • Handoff Reporting: Use formal structures such as PACE or SBAR for communication.

  • Telephone Reports: Document all communications, including time, date, and details given to the receiver.

  • Verbal Orders: Must be documented and signed by the prescriber within 24 hours.

Ethical and Philosophical Implications

  • It is crucial to maintain the integrity and confidentiality of patient records.

  • Accurate documentation is essential for the safeguarding of legal rights for both the provider and the patient.

Case Scenarios

  • Example Case 1: Documenting chest pain episodes and interventions in a SOAP format.

  • Example Case 2: Crafting a focused note for a patient post-surgery on crutches, emphasizing safety education.

Conclusion

  • Effective nursing documentation is vital for delivery of quality care and legal protection.

  • Understanding different formats and their appropriate application is critical for nursing professionals.