Chapter 5: Documentation and Interprofessional Communication
Patient Health Record
· The patient health record serves multiple purposes. In addition to being a legal document of patient care and nursing
practice, the patient health record is used for communication among health team members, care planning, quality
assurance, education, and research
· Legal Document:
↳ the health record serves as a legal document regarding the patient's health status and interventions received
↳ can be used in civil or criminal law to reserve questions about accountability
· Communication and Planning Care:
↳ Assessment data provides the basis for the plan of care (POC) that identifies conditions, outcomes, and
interventions for the patient. The POC helps caregivers coordinate and individualize care until discharge
· Quality Assurance:
↳ an audit occurs when an agency or outside group reviews the records of a health care facility to determine
whether that facility is providing and documenting certain standards of care
↳ an internal audit's goal is to improve care
↳ Accrediting agencies establish standards and audit patient heath records to evaluate the quality of care provided
· Education
↳ students in various health care professions can review patient health records to enhance clinical learning and to
better understand complex clinical situations and to perform informed individualized care
· Research
↳ health care professionals use patient health records to obtain data for nursing and medical research.
Researchers must gain approval from Ethic's Review Board before any research study
Principles Governing Documentation
· Confidentiality: nurses are legally and ethically required to keep all information in the patient health record
confidential and private
↳ information should be discussed only with other health care professionals directly involved in the patients care
· Accurate and Complete: Assessment information that nurses enter into the patient's record must accurately reflect
what was observed, heard, auscultated, palpated, percussed, or smelled
↳ use a patients exact words for subjective data, and use correct clinical terminologies
· Organized: organized assessment data demonstrates a systematic grouping of information
↳ it is important to document entries of assessment chronologically
· Timely: enter assessment data into the record in a timely manner.
↳ batch/block charting all at once is bad! You will likely forget key information!
↳ point-of-care documentation occurs when assessment information is documented as it is gathered
· Concise: Charting is complete, yet concise. Unnecessary elaboration causes confusion.
eg. document BP as "BP (right arm, sitting) 124/78"
Nursing Admission Assessment
· sometimes referred to as the nursing history and physical examination
· obtain patient history and baseline data to gather information and plan
individualized care
· the admission assessment provides future care providers with comprehensive
information about the patients physical, psychological, functional, social, and
spiritual abilities and forms the basis for an individualized POC · Flow sheets: an efficient method used to document routine, scheduled assessments. They standardize the collected
information, which permits easy comparison among assessments to detect a sudden change in status
↳ include vital signs, intake and output, routine assessments, and diabetic record
· Plan of Care (POC): is part of the permanent patient record and is updated as the patient's condition changes. It
individualizes goals, outcomes, and interventions
· Clinical Pathway: a multidisciplinary tool that identifies a standard plan for a specific patient population (eg. hip
replacement patients)
↳ includes patient conditions, expected outcomes, and interventions within a specified time frame
· Progress Notes: documentation from multiple health team members that summarize how the patient is doing
eg. SOAPIE, focus notes, PIE, etc.
Reporting
Documentation Formats:
· Handoff: occurs anytime one provider transfers the
· Narrative
responsibility for the care of a patient to another, and
· SOAPIE (subjective, objective, analysis,
easily leads to more risks for errors
plan, intervention, evaluation)
↳ Verbal vs. Written hand off
· PIE (problem, intervention, evaluation)
· reporting: reporting occurs at handoffs, during patient
· Focus DAR (data, action, response)
rounds, during patient and family care conferences, and
· Charting by exception
when calling/texting a provider to report a change in
status or provide requested information
↳ Communication must be organized, complete,
Types of Documentation (in more depth)
accurate, concise, and respectful
· Narrative: record information in an unstructured
↳ verbal and nonverbal cues
paragraph, including relevant assessments and nursing
activities during a shift or visit. Usually organized by time
SBAR
· SOAP(IE): subjective and objective data findings, A for
· S: situation → state concisely why you are
analyzing the condition and seeing if its improving or
communicating
worsening, P for plan of treating or improving the
. B: background → describe the circumstances
condition, I for interventions, and E to evaluate the
leading up to the current situation
patients condition
· A: assessment → give objective and subjective
· PIE: Problem, Interventions, and Evaluation. May include
data pertinent to the situation
A for assessment. Goal is to incorporate POC into a
. R: recommendation → make suggestions for
progress note
what needs to be done
· Focus: Data, Action, Response. Focuses on areas of
strengths or health issues, family concerns, or nursing
diagnoses. Data includes subjective and objective, Action
represents interventions and treatments, and Response
reviews how the patient responded or met outcomes
· Charting by Exception (CBE): uses predetermined
standards and norms, only document any unexpected
assessment findings
· Discharge note: Assessment should indicate patient is
stable with completed teaching regarding medicines and
follow up care and is noted in the chart
Chapter 5: Documentation and Interprofessional Communication
of 2
Report
Tell us what’s wrong with it:
Thanks, got it!
We will moderate it soon!
Struggling with your assignment and deadlines?
Let EduBirdie's experts assist you 24/7! Simply submit a form and tell us what you need help with.
Free up your schedule!
Our EduBirdie Experts Are Here for You 24/7! Just fill out a form and let us know how we can assist you.
Take 5 seconds to unlock
Enter your email below and get instant access to your document