Documentation: Format and Example



Documentation: Format and Example






After an admission assessment, nursing diagnoses and treatment plans are documented in the client’s record. Documentation is critically important for legal purposes, continuity of care, costing-out nursing services, reimbursement, and planning staffing of units. Currently, there is a transition from paper charts and a Kardex to computerized documentation in an electronic information system.

A commonly used documentation method, the problem-oriented record, is useful for both students and expert clinicians. This paper or electronic format for documentation provides (1) an indexing system for easy retrieval of information, (2) checkpoints for self-evaluation of diagnostic and therapeutic judgments, and (3) a master problem list (client problems listed by number) to increase coordination of treatment plans among care providers. As the example on pp. 51-54 illustrates, it includes the problem, supporting data, and the plan of care. Each diagnosis is given a number and entered on the master problem list. Following the documentation of the admission nursing history and examination, the problem number, nursing diagnosis, clinical data, and plan are recorded. Guidelines for recording are on pp. 45-47. The same problem number is used for all subsequent charting on a specific nursing diagnosis. An example of recording a nursing history and examination, diagnoses, and treatment plans using a paper-based method is on pp. 47-54.

Subjective or objective data related to a disease or its treatment are documented in the client’s record by number (e.g., #2 Diabetes mellitus). Relabeling of the medical problem to document the related nursing care is not necessary (e.g., alteration in glucose metabolism or alteration in cardiac output). In fact, relabeling in an indexing system leads to communication errors.

In some clinical settings without computerized records, a Kardex is used; nursing diagnoses (problem/etiology), treatments, and outcomes are listed on the Kardex. Medical diagnoses, doctor’s orders, and any related nursing orders with regard
to observation or monitoring, drugs, treatments, and standard diagnostic and treatment protocols are also placed on the Kardex. Additional nursing orders, such as those related to observation of disease or individualization of disease treatments, are also listed on the Kardex. These nursing orders are within the collaborative domain of nursing practice and do not alter the medical treatment of disease.

With these methods of documentation, the client’s record will reflect nursing judgments, actions, and evaluations relative to nursing and medical diagnoses. The Kardex will serve as a quick reference to all client problems that require nursing attention.


PROBLEM-ORIENTED RECORDING GUIDELINES AND CHECKPOINTS

#___ PROBLEM NUMBER AND LABEL—State clear, concise diagnostic label for the problem.

Check below that S and O contain sufficient clinical data (diagnostic characteristics) for the problem.

If insufficient information is available, record the possible diagnoses being considered or the major signs/symptoms; continue assessment.

S: SUBJECTIVE DATA—List pertinent diagnostic indicators from verbal reports of individual or family.

Record quotes when applicable.

Check for consistency with objective data. Attempt to resolve incongruities or inconsistencies in data before recording.

O: OBJECTIVE DATA—List pertinent diagnostic indicators from direct observation and examination of individual or family, observations of context or milieu, and observational reports of other care providers, if pertinent.

Check for measurement error, observer bias, and consistency with subjective data. Attempt to resolve incongruities or inconsistencies in data before recording.


Note: S and O data must provide sufficient diagnostic criteria to support problem and etiological factors. See individual diagnosis pages to check defining characteristics.

A: ASSESSMENT—State etiological or related factors contributing to the problem in # ______.

Use clear, concise terms.

Check that S and O data provide diagnostic characteristics for etiological factor(s). If information available is insufficient to label etiological factors, record possible factors being considered; continue assessment.

May include functional strengths pertinent to resolution of the problem and any relevant prognostic statements.

High-risk diagnoses do not have etiological factors; the risk factors recorded in S and O are the factors contributing to the high-risk state. They are the focus for the plan of care.

P: PLAN—State projected outcome(s) and interventions. Projected outcome(s): state concise, explicit, measurable, critical, attainable outcome(s) for the problem. State time of outcome attainment (e.g., discharge, 3 days, 4-week visit). If applicable, state a sequential set of outcomes and time frame.

Check that outcomes are specific to problem in # ______.

Check that date of outcome attainment is realistic. Consider etiological factors that may influence time for outcome attainment.

Interventions: State intervention goal (optional). List concise nursing treatment orders. Include specific actions (time and amount, if applicable).

Check that treatment orders are consistent with cause stated in A and are specific to the individual client. If there is a potential problem with no etiological factor, check that treatment orders will reduce risk factors specified under S and O.

Check that treatment orders have a high possibility for attaining outcome(s).


If useful, classify plan by treatment orders (P-rx), diagnostic orders (P-dx), and teaching orders (P-ed).


EXAMPLE: NURSING HISTORY AND EXAMINATION

The following is an example of documentation of a nursing history and examination. Note that the first section has a few introductory sentences that alert the reader to the age, gender, marital state, medical condition, and general appearance, race, and ethnic background when appropriate. Within this framework is information that suggests what norms are to be applied in judging whether a health pattern is functional, dysfunctional, or potentially dysfunctional.


NURSING HISTORY

First hospital admission of a 55-year-old, married, obese, administrator of a Spanish center. Sitting upright in bed, tense posture and expression. Five-year history of slightly elevated blood pressure. One-year PTA dizziness lasted 12 hours and started on medication; two other episodes relieved by rest. Seeks treatment at emergency room for dizziness and numbness of left arm.

Jun 12, 2016 | Posted by in NURSING | Comments Off on Documentation: Format and Example

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