2. Outline: * Definition * Principles of recording The client record* Documentation methods of* * Purpose of client record * What to document How to document * * Guide lines for writing for a record * Improper technique of documentation Methods of reports*

3. Introduction: Health care today is a multi-disciplinary endeavor, even within the wall of a single institution. A patient receives services from many departments and from more than one health service unit. Communication between department and institution promote continuity of care and is essential elements of a quality service.

4. In assessing the quality care and the use of services provided to the client; community health agencies rely on the client's records. Documentation of the care the nurse has planned, given and evaluated, and reporting a patient's health status and response to care is essential..

5. Definition of documentation: Written legal records of all intervention with the client (assessment, diagnosis, plan, implementation, evaluation). Increasingly sophisticated management information system are being designed to manage client-specific data and information.

6. Principles of recording and reporting: The following are the element of good documentation: * clarity of thought. Conveying the essential information.* Legibility. * * Timeliness. * Suitability for the purpose. * Simplicity. * Confidentiality. Truthfulness. * * Organization. * Conciseness.

7. The Client Record The client record is a compilation of a client's health information. Each health care institution agency has policies that specify the nurse s documentation responsibility.

8. The joint commission for the accreditation of health care organizations specifies that nursing care data related to client assessments; nursing diagnosis or client needs; nursing interventions; and client outcomes are permanently integrated into the client record.

9. Methods of documentation Source – oriented Records: *Each health care group keeps data on its own separate form. Sections of the record are designated for nurses, physicians, laboratory and X-ray personnel, and so on.

10. *The advantage is that each discipline can easily find any section to chart pertinent data. *The main disadvantage is that data is fragmented, and it is difficult to track problems chronologically with input from different groups of professionals.

11. Problem – oriented medical records: * Record are organized around a clients problem, rather than around source of information. * The advantages of this type of record are that the entire health care team works together in identifying a master list of client problems and contributes collaboratively to the plan of care.

12. PIE – Problem, intervention, Evaluation: * It is unique in that it does not develop a separate plan of care. * Advantage of this system are that it promotes continuity of care and saves time since there is no separate plan of care. * The disadvantage of this system is that there is no formal care plan.

13. Focus charting: * The purpose of focus charting is to focus on client concerns instead of problem list of nursing medical diagnosis. * The advantage are a holistic emphasis on the clients priorities, ease of charting, and no requirement that each note incorporate data, action and response.

14. Charting by exception: *Is a shorthand documentation method that makes use of Well-defined standards of practice. *The benefits approach include decreased charting time easy retrieval of significant data greater interdisciplinary communication better tracking of important client response and lower costs.

15. Case management model: Managed care s emphasis on quality cost- effective care Delivered within a limited time frame has led to the development of interdisciplinary documentation tools.

16. Medication records *The client s record must include documentation of all the medications administered to the client. *These include the name of the drug dosage route time and other medications that the client is currently receiving.

17. Daily nursing care records When well designed they quickly enable nurses to document routine aspects of care that promote client goal achievement, safety, and wellbeing.

18. Purpose of client records Communication : the client record helps health care professionals from different disciplines interacting with one another.

19. Care planning: each professional working with the client has access to the client baseline and on- going data and can see how the client is responding to the treatment plan from day to day.

20. Quality review: Charts may be reviewed to evaluate the quality of care received and the competence of the nurses providing that care.

21. Research: The records are available to researchers. Decision analysis: Information from records often provides the data needed by strategic planners to identify needs and the means and strategies most likely to address these needs.

22. Education: Health care professionals and student reading a client's chart can learn a great deal about the clinical manifestation of particular health problems, effect client goal achievement. Legal documentation: Client records are legal documents that may be entered into court proceeding as evidence.

23. Reimbursement: Client records are also used to show that clients received the care for which payment is being sought. Historic documentation: Because the dates of entries on records are specified, the record has value as an historic document.

24. What to Document: *Assessment results: *A review of body system helps the nurse to identify problem and assess educational, psychological and assistance needs. *It can also help in the assessment of any changes in the client's life style that may be needed Actual nursing diagnosis.* High – risk diagnosis.* *Healthcare priority of client's problem. *Effective intervention for the patient/client and provision of health care related to the diagnosis.

25. Care Plans are a key component of better documentation: *Goal direction. *Continuity of care. *Communication direction. *Reflection of nursing – care standards.

26. Nursing Intervention: If there is no documentation it means the task was not done. 1) Observing, assessing and monitoring the client's condition. 2) Providing comfort measures for relief of pain, positioning and so forth.

27. 3) Monitoring and assisting with problem related to physiological function such as hydration, nutrition, respiration and elimination. 4) Assisting in daily life activities or giving direction and supervision.

28. 5) Teaching and counseling. 6) Instruction and performing actions to prevent infection, injury or complication of the problem, providing emotional support. 7) Referring to appropriate resources.

29. 8) Administering therapeutic interventions by written medical order. 9) Consulting with physicians or other disciplines. 10) If any nursing action is not performed but was prescribed in care planning, the nurse should document the reason it was not completed.

30. How to Document: *Time and date should be written. This affects the level of quality care and provides legal protection. *Nursing diagnosis is included in the record. *The case should be documented in accordance with the health care organization's policies and procedures, professional nursing standards of care and the nursing process framework.

31. Guidelines for writing a record: Do: * Read the nursing notes before caring for a patient and before charting care. *Use concise phrases. In narratives, begin each phrase with a capital letter and start each new topic on a separate line.

32. *Document action taken following indication of a need for action (e.g. a leaking folly catheter) *Sign each entry, postscript and addendum. *Be definite. Avoid ''apparently'' ''appears to be''. Substantiate with facts.

33. *Have the patient's name and identity number on every sheet. *Describe reported symptoms accurately. Use the patient's words in describing them when these words are helpful. *Write neatly and legibly in the ink color prescribed.

34. *Use accepted hospital abbreviations wherever possible. *Write out entries of consecutive shifts and days. Write the complete date /time of each entry. *Chart changes in patient's condition. To whom it was reported (or attempts to report) and time of contact (and attempts).

35. Do not *Being charting before checking the name on the patient's chart. *Pull a chart by room number only. Do use the patient's name, age, sex and diagnosis. *Skip lines between entries or leave space before signing. *Chart procedures in advance.

36. *Wait until the end of the shift to chart or rely on memory. *Use notebook paper or pencil. Always use the appropriate nurses note form of the hospital and always use ink. *Throw away nurses' notes that have errors in them. Mark the error. Include the sheet as part of the chart.

37. *Use medical terms unless you are sure of their exact meaning. *Erase *Backdate, tamper with, or add to notes previously written. *Repeat in your narrative what you have written on forms in other parts of the chart, unless further explanation is needed

38. Important technique of documentation Documentation content that increase legal risk: Health facilities standards determine what information should be collected and documented, how frequently it should be collected and documented, what type of symptoms to document and conditions under which to follow order.

39. Examples of Content that increases legal risk: *The Content is not in accordance with professional or health care organization standers. *The content dose not reflect patient need. *The content dose not include, description of situations that are out of the ordinary. * The Content is not timely or is chronologically disorganized.

40. *The Content is inconsistent. *The Content dose not include, appropriate medical orders. *The Content implies a potential or actual risk situation * The Content implies attitudinal bias.

41. Documentation mechanics that increase legal risk on service providers: *Countersigning documentation. * Tampering. * Different handwriting or obliteration. * Illegibility. * Data and time of entries omitted or inconsistently documented. * Improper nurse signature or unidentifiable initials.

42. Methods of Report Change-of-shift Reports: Include the following: * Basic identifying information about each client (name, room number, bed designation and current diagnosis). *changes in medical condition. *Nurse/physician prescribed orders. *summary of each newly admitted client, including his or her diagnosis, age, plan of therapy and general condition.

43. Telephone Reports: Nurses should be prepared to: *Identify themselves and the client and state their relationship to the client. *Report the client's current vital signs and clinical manifestations. Telephone orders : Every telephone order should be repeated back to the physician to ensure that the nurse correctly interpreted what was ordered.

44. Transfer and Discharge Reports: Nurses report a summary of a client condition and care when transferring clients from one unit or institution/agency to another.

45. Reports to Family Members and Significant Other: Nurses play a crucial role in keeping the client's family and significant others up- dated on the client's condition and progress.