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Nursing Documentation: Principles, Methods, and Applications, Lecture notes of Nursing

This document delves into the essential aspects of nursing documentation, outlining its purposes, methods, and applications in healthcare. It explores various documentation formats, including soap, soapie, and soapier, and highlights the importance of accurate and comprehensive record-keeping for patient care, legal proceedings, and quality assurance. The document also discusses the role of computerized documentation systems in managing large volumes of patient information, enhancing efficiency, and improving access to data. It further examines the concept of case management and critical pathways, emphasizing the importance of multidisciplinary collaboration and standardized care plans in optimizing patient outcomes.

Typology: Lecture notes

2023/2024

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NCM 104/107 - DOCUMENTATION
ā€œIF YOU DIDN’T DOCUMENT IT, YOU
DIDN’T DO ITā€
NURSING DOCUMENTATION
ļ‚·Refers to the record of nursing care
that is planned and delivered to
individual clients by qualified nurses or
other caregivers under the direction of
a qualified nurse.
ļ‚·It contains information in accordance
with the steps of the nursing process.
PURPOSES OF DOCUMENTATION
ļ‚·Provides a written record of the
history, treatment, care, and response
of the patient while under the care of a
care provider.
ļ‚·Guide for reimbursement of costs of
care.
ļ‚·May serve as evidence of care in a
court of law.
ļ‚·Shows the use if the nursing process.
ļ‚·Provides data for quality assurance
study.
PURPOSES OF DOCUMENTATION IN
LEGAL PROCEEDINGS:
ļ‚·To prove or disprove evidence of
breach.
ļ‚·To draw conclusions or make
inferences.
ļ‚·To prepare a statement claim and
counterclaim.
ļ‚·To use as evidence at trial.
ļ‚·To provide to the experts for review
and analysis.
TYPES OF DOCUMENTATION
ļ‚·SOURCE ORIENTED CHARTING
(NARRATIVE CHARTING)
ļ‚·POMR (PROBLEM MEDICAL
RECORD ORIENTED)
ļ‚·PIE (PROBLEMS, INTERVENTIONS,
AND EVALUATION)
ļ‚·FOCUS CHARTING (FOCUS, DATA,
ACTION, AND RESPONSE)
ļ‚·CPE (CHARTING BY EXCEPTION)
ļ‚·COMPUTERIZED DOCUMENTATION
(ELECTRONIC HEALTH RECORDS)
ļ‚·CASE MANAGEMENT
SOURCE ORIENTED CHARTING
(NARRATIVE CHARTING)
ļ‚·The ā€œtraditionalā€ client record.
ļ‚·A source-oriented medical record
(SOMR) is a conventional method of
preserving patient data in which
observations, actions, and results are
recorded by departments or
healthcare providers in specific
parts of the patient’s file.
POMR (PROBLEM ORIENTED MEDICAL
RECC
ļ‚·The Problem-Oriented Medical Record
(POMR), established by Dr. Lawrence
Weed in the 1960s, represents a
significant shift in medical
documentation by organizing patient
data around specific problems rather
than by the source of the information.
This method is structured to enhance
clarity, continuity, and
comprehensiveness in patient care.
Basic Components:
ļ‚·Database
ļ‚·Problem
ļ‚·Plan of Care
ļ‚·Progress Notes
The Four (4) Basic Components
1. Database. A complete history and
physical examination, along with initial
lab results and diagnostic tests,
provide a baseline of patient
information.
2. Problem List. Derived from the
database. Usually kept at the front of
the chart & serves as an index to the
numbered entries in the progress
notes. Problems are listed in the order
in which they are identified & the list is
continually updated as new problems
are identified & others resolved.
3. Plan of Care. For each identified
problem, initial plans are developed
and documented. These plans are
divided into three categories:
diagnostic (further tests needed),
therapeutic (treatment plans), and
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ā€œIF YOU DIDN’T DOCUMENT IT, YOU

DIDN’T DO ITā€

NURSING DOCUMENTATION

ļ‚· Refers to the record of nursing care that is planned and delivered to individual clients by qualified nurses or other caregivers under the direction of a qualified nurse. ļ‚· It contains information in accordance with the steps of the nursing process. PURPOSES OF DOCUMENTATION ļ‚· Provides a written record of the history, treatment, care, and response of the patient while under the care of a care provider. ļ‚· Guide for reimbursement of costs of care. ļ‚· May serve as evidence of care in a court of law. ļ‚· Shows the use if the nursing process. ļ‚· Provides data for quality assurance study. PURPOSES OF DOCUMENTATION IN LEGAL PROCEEDINGS: ļ‚· To prove or disprove evidence of breach. ļ‚· To draw conclusions or make inferences. ļ‚· To prepare a statement claim and counterclaim. ļ‚· To use as evidence at trial. ļ‚· To provide to the experts for review and analysis. TYPES OF DOCUMENTATION ļ‚· SOURCE ORIENTED CHARTING (NARRATIVE CHARTING) ļ‚· POMR (PROBLEM MEDICAL RECORD ORIENTED) ļ‚· PIE (PROBLEMS, INTERVENTIONS, AND EVALUATION) ļ‚· FOCUS CHARTING (FOCUS, DATA, ACTION, AND RESPONSE) ļ‚· CPE (CHARTING BY EXCEPTION) ļ‚· COMPUTERIZED DOCUMENTATION (ELECTRONIC HEALTH RECORDS) ļ‚· CASE MANAGEMENT

SOURCE ORIENTED CHARTING

(NARRATIVE CHARTING)

ļ‚· The ā€œ traditional ā€ client record.Ā ļ‚· A source-oriented medical record (SOMR) is a conventional method of preserving patient data in which observations, actions, and results are recorded by departments or healthcare providers in specific parts of the patient’s file. POMR (PROBLEM ORIENTED MEDICAL RECC ļ‚· The Problem-Oriented Medical Record (POMR), established by Dr. Lawrence Weed in the 1960s , represents a significant shift in medical documentation by organizing patient data around specific problems rather than by the source of the information. This method is structured to enhance clarity, continuity, and comprehensiveness in patient care. Basic Components: ļ‚· Database ļ‚· Problem ļ‚· Plan of Care ļ‚· Progress Notes The Four (4) Basic Components

  1. Database. A complete history and physical examination, along with initial lab results and diagnostic tests, provide a baseline of patient information.
  2. Problem List. Derived from the database. Usually kept at the front of the chart & serves as an index to the numbered entries in the progress notes. Problems are listed in the order in which they are identified & the list is continually updated as new problems are identified & others resolved.
  3. Plan of Care. For each identified problem, initial plans are developed and documented. These plans are divided into three categories: diagnostic (further tests needed), therapeutic (treatment plans), and

patient education (information provided to the patient).

4. Progress Notes. Using the SOAP (Subjective, Objective, Assessment, Plan) format, progress notes detail ongoing care and updates for each problem. This format ensures consistency and thoroughness in documenting patient care. SOAP Format or SOAPIE and SOAPIER The SOAP, SOAPIE , and SOAPIER formats provide structured and systematic approaches to documenting patient care. By following these formats, healthcare providers can ensure thorough and consistent documentation, facilitating effective communication, continuity of care, and informed decision-making. Each additional component ( Intervention, Evaluation, and Revision ) enhances the depth and adaptability of the documentation, allowing for a dynamic and responsive approach to patient management. S - SUBJECTIVE DATA 0 - OBJECTIVE DATA A - ASSESSMENT P - PLAN I- INTERVENTION E - EVALUATION R - REVISION Subjective Data: Description: This section includes information provided by the patient about their symptoms , feelings , and perceptions. It often includes the patient’s chief complaint , history of present illness, and any other relevant details expressed during the clinical encounter. Example: ā€œThe patient reports experiencing sharp chest pain radiating to the left arm for the past two hours.ā€ Objective Data: Description: This section contains observable and measurable facts obtained through physical examination, diagnostic tests, and laboratory results. Objective data are factual and can be verified by the healthcare provider. Example: Blood pressure is 150/90 mmHg, heart rate is 95 bpm, and an ECG shows ST- segment elevation. Assessment: Description: The assessment section provides the healthcare provider’s interpretation and analysis of the subjective and objective data. It includes a diagnosis or a list of potential diagnoses (differential diagnosis). Example: The patient is experiencing symptoms indicative of acute myocardial infarction (heart attack). Plan: Description: This section outlines the proposed plan of action to address the patient’s problems. It includes diagnostic tests, treatments, interventions, patient education, and follow-up plans. Example: ā€œAdminister aspirin and nitroglycerin, perform a cardiac catheterization, and admit the patient to the ICU for monitoring and further treatment. Intervention : Description: This section details the specific actions and treatments carried out to address the patient’s problems. It includes medications administered, procedures performed, and other therapeutic interventions. Example: ā€œAdministered 325 mg of aspirin and 0.4 mg of nitroglycerin sublingually. Initiated intravenous access and started a heparin drip. Evaluation : Description: The evaluation section documents the patient’s response to the interventions. It assesses the effectiveness of the treatments and any changes in the patient’s condition. Example: The patient’s chest pain decreased from 8/10 to 3/10, and repeat ECG shows reduced ST-segment elevation. Revision :

Patient verbalized understanding of lifting techniques. CHARTING BY EXCEPTION

1. Flow Sheets

  • Flow sheets are used to document routine care and normal findings in a standardized, concise format. These sheets include predefined parameters and checklists for various aspects of patient care, such as vital signs, intake and output, and other routine assessments.
  • Example: A flow sheet for vital signs might have columns for recording temperature, blood pressure, heart rate, and respiratory rate at regular intervals, with spaces to note any deviations from the normal. 2. Standards of Nursing Care
  • Standards of nursing care provide the baseline or normal criteria for patient assessments and interventions. These standards are based on established best practices and clinical guidelines, serving as reference points for what is considered normal or expected.
  • Example: For a postoperative patient, the standards might include expected ranges for vital signs, typical recovery milestones, and standard pain management protocols. Deviations from these standards would be documented as exceptions. 3. Bedside Access to Chart Forms
  • Bedside access to chart forms ensures that documentation tools are readily available where care is provided. This facilitates immediate recording of exceptions and ensures that critical information is captured in real-time.
  • Example: Electronic health records (HER) systems with mobile tablets or bedside computers allow nurses to quickly document exceptions during patient rounds, reducing delays and improving accuracy. COMPUTERIZED DOCUMENTATION ļ‚· Computerized documentation systems have been developed to manage the vast amount of information required in modern healthcare. These systems leverage technology to facilitate the documentation process, enhance accuracy, and improve access to patient information.
  1. Managing Large Volumes of Information
  • Contemporary healthcare generates extensive amounts of data, including Patient histories, diagnostic results, treatment plans, and progress notes. Computerized documentation systems are designed to handle this information efficiently, allowing for secure storage, quick retrieval, and comprehensive management.
  • Example: A patient’s entire medical history, from initial consultation to discharge summaries, can be stored in an electronic health record (HER) system, accessible with a few clicks.
  1. Functions for Nurses
  • Storing Client Databases. Nurses can input and store detailed patient information in a centralized database, including demographics, medical history, allergies, medications, and more. Example: Upon admission, a nurse enters a patient’s personal information, medical history, and initial assessment into the system.
  • Adding New Data. As patient care progresses, new information can be continuously added. This includes updates from ongoing assessments, lab results, and observations. Example: During each shift, nurses update the patient’s vital signs, symptoms, and any changes in condition.
  • Creating and Revising Care Plans. Nurses can develop, modify, and update care plans based on real-time patient data. These care plans can be customized to meet individual patient needs. Example: A care plan for a diabetic patient might include regular blood sugar monitoring, dietary adjustments, and medication administration, all updated as the patient’s condition evolves.
  • Documenting Client Progress. All aspects of patient care and progress are documented in the system. This includes interventions performed, patient responses, and outcomes.

Example: If a patient receives a new medication, the nurse documents the administration and monitors the patient’s reaction, noting any side effects or improvements.

  1. Elimination of Multiple Flow Sheets
  • In traditional documentation, multiple flow sheets are used to record different types of data (e.g., vital signs, medication administration, nursing assessments). In computerized systems, this information is integrated and can be easily retrieved in various formats.
  • Advantages. This integration reduces redundancy, minimizes the risk of errors, and ensures that all relevant data are available in a cohesive manner. Example: Instead of consulting separate charts for a patient’s vital signs, lab results, and medication history, a nurse can view all this information onn a single digital interface. CASE MANAGEMENT Case management is a coordinated approach to delivering high-quality, cost-effective healthcare within an established timeframe. This method focuses on optimizing patient outcomes and resource utilization, ensuring that care is both efficient and effective.
  1. Emphasis on Quality and Cost- Effective Care Case management prioritizes the delivery of high-quality care that meets established standards while also being mindful of cost constraints. This approach ensures that patients receive the necessary care without unnecessary delays or expenses.
  • Example: A case manager might coordinate care for a patient with chronic heart disease, ensuring they receive timely interventions, appropriate follow-up, and education on lifestyle changes to prevent readmissions, all while managing costs.
  1. Established Length of Stay Care plans are designed to achieve specific health outcomes within a predetermined length of stay in the healthcare facility. This helps in controlling healthcare costs and improving bed availability for other patients. Example: For a patient undergoing knee replacement surgery, the case management plan would outline a typical hospital stay duration, including preoperative assessments, surgery, postoperative care, and rehabilitation, aiming to discharge the patient within a set timeframe.
  2. Multidisciplinary Approach Case management involves a team of healthcare professionals from various disciplines working collaboratively to plan and document patient care. This ensures comprehensive care that addresses all aspects of the patient’s health needs. Example: The care team for a stroke patient might include doctors, nurses, physical therapists, occupational therapists, social workers, and dietitians, all contributing to a unified care plan.
  3. Use of Critical Pathways Critical pathways are standardized, evidence-based plans that outline the essential steps in the care process for specific clinical conditions or procedures. These pathways guide the multidisciplinary team in delivering consistent and efficient care. Example: A critical pathway for managing a patient with pneumonia would include guidelines for diagnosis, antibiotic administration, patient monitoring, respiratory therapy, and discharge planning.
  4. Managing Variances In case management, a variance refers to any deviation from the expected outcomes or established critical pathway. Identifying and addressing variances is crucial for maintaining the quality and effectiveness of care. Example: If a patient with pneumonia does not show expected improvement within the timeline set by the critical pathway, this would be noted as a variance. The care team would then investigate the cause (e.g., antibiotic resistance, comorbid conditions) and adjust the care plan accordingly.