CHARTING

CHARTING

  • Documentation: Essential for maintaining accurate health care records.

Content Overview

  • Health Care Record

    • Ethical Consideration

    • Goals/Functions of Documentation

    • Guidelines

    • Charting Do’s and Don’ts

    • Legal Implications

  • Types of Nursing Progress Notes

  • End of Shift Report

  • Patient Discharge Instruction

Goals / Functions of Documentation

Why Document?

  • Improve Quality of Patient Care

    • Ensures quality and safety in patient management.

  • Ensure Documentation of Progress

    • Tracks patient’s health overtime and continuity of care.

  • Link Between Caregivers

    • Enhances communication among healthcare teams.

  • Accurate Picture of Patient's History

    • Provides a detailed record from admission to discharge.

  • Billing and Medical Necessity

    • Required for insurance claims and reimbursements.

  • Research and Education

    • Utilized in studies for improved patient outcomes.

Additional Functions of Documentation

  • Facilitate Diagnosis and Treatment

  • Evaluation/Nursing Audit

    • Measures nursing effectiveness and outcomes.

  • Training and Supervision

    • Used as a reference for new nurses and staff training.

  • Reimbursement

    • Ensures payment for services rendered.

  • Accreditation

    • Required for compliance with standards by organizations like Joint Commission.

  • Legal Documentation

    • Vital for legal protection in case of disputes.

  • Serves as Your Memory

    • Helps recall patient details and actions taken.

Key Components of Nursing Documentation

  • Assessments

    • Initial and ongoing observations.

  • Identified Patient Needs

    • Understanding requirements for care.

  • Planned Care

    • Outline of nursing interventions and treatment plans.

  • Revisions of Planned Care

    • Updating care as needed based on patient condition.

  • Nursing Interventions

    • Documenting actions taken in the patient's care.

  • Patient Teaching

    • Evidence of education provided to patients and families.

  • Patient Outcomes

    • Achievements or failures relative to expected outcomes.

Essential Information to Chart

  • Behavior Changes or Changes in Consciousness

  • Physical Functions Changes

    • Include severe or persistent symptoms.

  • Signs or Symptoms

    • Document anything that increases or indicates complications.

  • Prior Nursing Interventions

    • Summary of care provided.

  • Visits by Healthcare Team Members

  • Patient Transfers

    • Note reasons and locations of transfer.

  • Patient/Family Education

    • Document discussions regarding care.

  • Chain of Command Issues

    • Report any concerns regarding care provision.

  • Adverse Event Facts and Interventions

Charting DOs

  • Pre-read Previous Nursing Notes

  • Be Concise

    • Keep notes brief yet informative.

  • Document Actions Taken Clearly

  • Correctly Sign or Log Each Entry

  • Be Definite

    • Ensure clarity in your documentation.

  • Patient Identification

    • Always include patient’s name and ID.

  • Be Accurate and Factual

    • Avoid assumptions; stick to evidence.

  • Legible Writing and Correct Spelling

    • Ensure that all entries are easily readable.

  • Use Accepted Abbreviations

    • Consistency in terminology used.

  • Nonjudgmental Language

    • Maintain professionalism in language.

  • Date and Time Each Entry

    • Identify when documentation takes place.

    • If entries are late, indicate accordingly.

Charting DON’Ts

  • Avoid Charting Before Patient Verification

  • Do Not Skip Lines or Spaces

  • Avoid Charting in Advance

  • Never Wait to Document Until Shift End

  • Correct Use of Medical Terms

    • Incorrect usage can lead to misunderstandings.

  • No Backdating or Tampering with Notes

    • Use an addendum for late entries.

  • Refrain from Repetition

    • Don't duplicate what's already recorded unless necessary.

  • No Erasing or Altering Records

    • Preserve the integrity of original entries.

How to Document a Mistaken Entry

  • Draw a Single Line through the Entry

  • Mark Entry as Mistaken

  • Initial and Date/Time for Clarity

  • For Computer Documentation, Modify as Necessary

Types of Nursing Progress Notes

  • Traditional/Narrative

  • SOAP

  • DART

Narrative Charting Example

  • Date/Time: 03/9/12 0800

    • Patient Information: Mr. Gray, epigastric pain rated +5/10

    • Intervention: Mylanta 30 ml administered.

    • Patient Monitoring: Elevated HOB, follows up at 0830.

Types of Charting Styles

PIE Charting

  • P: Problem

  • I: Intervention

  • E: Evaluation

SOAP Charting Components

  • S: Subjective

  • O: Objective

  • A: Assessment

  • P: Plan

DART Charting Components

  • D: Data

  • A: Action

  • R: Response

  • T: Teaching

Charting by Exception

  • Notation only on exceptions to norm/charting standards.

Use of Computers in Documentation

Advantages

  • Enhanced Data Management

  • Improved Communication

  • Facilitated Patient Education

  • Increased Systematic Approach to Care

Practical Advantages

  • Legibility and Accuracy

a. Timely Data and Rapid Communication

  • Definite Document Accountability

  • Reduced Medication Errors

Disadvantages

  • Malfunction Concerns

  • Impersonal Interaction

  • Privacy Issues

  • Inaccurate Information Dissemination

Types of Computerized Records

  • Thorough history and assessment information.

  • Care Plans using NANDA diagnoses.

  • Comprehensive nursing notes.

  • Medication administration sheets.

Verbal Reporting

End of Shift Report

  • Purpose: To relay important patient information.

  • Tool: SBAR METHOD

  • Different methods: Oral report, audiotape, walking rounds.

Elements to Include in Report

  • Basic Identifying Information

    • Name, age, room number, admission date, medical diagnosis.

  • Description of Current Patient Condition

  • Significant Changes and Goal Progression

  • Discharge Planning and Additional Therapy Results

What Not to Include in a Report

  • Gossip or Unprofessional Comments

  • Routine Procedure Details

  • Redundant Information

SBAR Communication Structure

  • Situation: Presenting issue.

  • Background: Patient history pertinent to the situation.

  • Assessment: Clinician’s assessment of patient condition.

  • Recommendation: Suggested next steps or evaluations.

Charting Procedure Summary

  • Identify Relevant Information

  • Document in the Correct Location

  • Final Check for:

    • Legibility

    • Factuality

    • Completeness

    • Organizational Clarity

    • Current Date/Time/Signature

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