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FINDING INFORMATION
IN THE MEDICAL RECORD
DET 120
THE MEDICAL RECORD

   When you navigate the medical record you are
    trying to find pertinent information to include in
    the nutrition assessment and for your critical
    review. Charts may vary in order somewhat but
    the core essentials are the same.

   Electronic medical records will include many if
    not most of the same terms. Navigation will just
    be a bit different---usually there are preformed
    phrases and terms to “click” for orders and
    documentation
DICTATION:
   This is the MD’s or consulting MD’s initial assessment
    of the patient and his/her problem when a patient is
    first admitted to facility or hospital. It may be
    several pages long and tends to be very thorough.
    RDs and DTRs should go here FIRST to review!

   The primary MD may provide the initial dictation but
    then may consult other specialists
    (pulmonologist, endocrinologist, gastroenterologist, n
    ephrologist, psychologist, etc) to dictate their
    assessment

   Consider that this is an INITIAL evaluation of the
    problem. A clinician will need to look at the progress
    notes for any changes in status or treatment.
GRAPHICS:


   This is where you will find quick pertinent info
    (vital signs) like daily
    weights, temperature, blood pressure, fluid
    intake, basic idea of po intake (%), etc.
    Graphics are usually completed or logged by the
    nurse.
PHYSICIANS OR MD ORDERS:


   This is where you find the daily orders for
    tests, procedures, labs, diets, medications, consu
    lts, etc.
          *RDs/DTRs should go to the MD orders to
        verify and confirm the DIET ORDER as
        well as supplements!
PROGRESS NOTES:
   MD or other specialists follow up with patients
    daily (more or less frequently) and reassess the
    patient’s progress usually AFTER the initial
    consultation or dictation.

        *The RD or DTR will read this section to
        receive the most up to date review of the
        patient’s status. A patient’s status or
        diagnosis can change
NURSING NOTES:
   This section includes the RN/LDNs review of
    physical symptoms, patient’s functional
    status, patient’s or families’ complaints or
    concerns, etc.

        *RDs/DTRs may go to this section to find
        more specific information about the
        patient’s dietary intake, appetite,
        functional ability, orientation, affect,
        etc.
LABORATORY:


   This includes all lab tests of
    serum, urine, sputum, stool.

        *RD/DTR would look here for the most
        current information (ie, Alb, Hgb, Hct,
        Chol, etc).
MEDICATIONS OR MAR (MEDICATION
ADMINISTRATION RECORD):




    This will include updated lists of medications
    the patient is receiving orally and via IV fluids
    during the hospital stay. You will likely see a list
    of meds the patient takes at home and perhaps a
    discharge medication listing. This will also
    include nursing documentation of date/time the
    medication is administered.
MULTIDISCIPLINARY:

   Allied health professionals
    (RDs, pharmacists, speech pathologists, social
    workers, etc) often include their full
    assessments and documentation in this section of
    the chart.
RADIOLOGY:
   This includes reports from
    radiology, MRIs, scans, EKGs, etc.
MEDICAL RECORD DOCUMENTATION
   Documentation in the healthcare/medical
    records is crucial and necessary to ensure
    excellence in healthcare. The saying “if you
    didn’t document it, it didn’t happen” is common in
    the healthcare setting. Documentation is a legal
    record that must hold up in defense and
    justification of care. It is required!
1.   Documentation must be in black pen---no pencils or erasing
     should ever be used,
2.    If mistakes occur the practitioner must mark through the
     error with one line, add the word “error”, initial beside the
     error, and add the correction.
3. Abbreviations   must be approved by the facility---you are not
     allowed to make up your own!
4. All   documentation must be dated
5. There    should be no large gaps (blank space) between entries
     in a medical record
6. Do   not express your personal opinions or make criticisms of
     the patient or other caregivers. Remember that others are
     reading your notes!
7. Date   all entries---Sign all entries with your title
8. Be    BRIEF, be THOROUGH, be ACCURATE!
9. Do   not make a suggestion of medical diagnosis—that is not in
     your scope
TYPES OF MEDICAL RECORD
DOCUMENTATION
   There are various forms of medical record
    documentation. Regardless of the format the
    information included or reviewed is consistent in
    all forms.
PROBLEM ORIENTED MEDICAL RECORD
(POMR)
   A system of collection data that focuses on the
    primary client problems. A problem list is
    generated, updated, and continually reviewed.
    The plan addresses this problem list.
PROGRESS NOTE:
   Often a brief notation as a followup to an
    original assessment. This note will review the
    problem, evaluate the effectiveness of plan, and
    indicate change. Progress notes are documented
    at pre-established intervals (daily, twice a
    week, monthly, etc).
SOAP:
 Acronym for
  Subjective, Objective, Assessment, Plan (see
  handout on Basics of Soap Documentation).
 Many physicians and health care providers
  document in this format and it is easy to follow.
  Some facility use pre-printed forms and
  practitioners fill out the blanks. Others simply
  provide lined sheets that the provider will simply
  write out S: then info, O: then info, on so on.
NARRATIVE FORMAT:
   The provider writes out information about the
    patient in an organized way (similar data
    clustered together). Often this is in long
    phrases or sentences reviewing the patient’s
    problems.
DAP (DATA, ASSESSMENT, PLAN):
   Similar to SOAP but without the subjective
    component (all data, whether subjective or
    objective is clustered together)
ADIME:
This type of charting follows the Nutrition Care
 Process steps. Facilities may decide to order
 notes in this format OR address the initial
 problem of the patient (in acute care).

 Assessment: ABCD and pertinent client history
 Diagnosis: Includes a PES statement that is
  “pulled” from 3 domains (intake, clinical,
  behavorial/environmental)
 Intervention: the “actions” to address problem
  (food delivery, education/counseling,
  coordination of care)
CONTINUED. . .



   Monitoring: what will be “tracked” or followed—
    loop back to the Assessment data terms (but not
    all are selected!)

   Evaluation: Have desired outcomes been
    achieved? How will this be tracked? On what
    time frame?

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Introduction to Medical records and Documentation revised 01-13

  • 1. FINDING INFORMATION IN THE MEDICAL RECORD DET 120
  • 2. THE MEDICAL RECORD  When you navigate the medical record you are trying to find pertinent information to include in the nutrition assessment and for your critical review. Charts may vary in order somewhat but the core essentials are the same.  Electronic medical records will include many if not most of the same terms. Navigation will just be a bit different---usually there are preformed phrases and terms to “click” for orders and documentation
  • 3. DICTATION:  This is the MD’s or consulting MD’s initial assessment of the patient and his/her problem when a patient is first admitted to facility or hospital. It may be several pages long and tends to be very thorough. RDs and DTRs should go here FIRST to review!  The primary MD may provide the initial dictation but then may consult other specialists (pulmonologist, endocrinologist, gastroenterologist, n ephrologist, psychologist, etc) to dictate their assessment  Consider that this is an INITIAL evaluation of the problem. A clinician will need to look at the progress notes for any changes in status or treatment.
  • 4. GRAPHICS:  This is where you will find quick pertinent info (vital signs) like daily weights, temperature, blood pressure, fluid intake, basic idea of po intake (%), etc. Graphics are usually completed or logged by the nurse.
  • 5. PHYSICIANS OR MD ORDERS:  This is where you find the daily orders for tests, procedures, labs, diets, medications, consu lts, etc. *RDs/DTRs should go to the MD orders to verify and confirm the DIET ORDER as well as supplements!
  • 6. PROGRESS NOTES:  MD or other specialists follow up with patients daily (more or less frequently) and reassess the patient’s progress usually AFTER the initial consultation or dictation. *The RD or DTR will read this section to receive the most up to date review of the patient’s status. A patient’s status or diagnosis can change
  • 7. NURSING NOTES:  This section includes the RN/LDNs review of physical symptoms, patient’s functional status, patient’s or families’ complaints or concerns, etc. *RDs/DTRs may go to this section to find more specific information about the patient’s dietary intake, appetite, functional ability, orientation, affect, etc.
  • 8. LABORATORY:  This includes all lab tests of serum, urine, sputum, stool. *RD/DTR would look here for the most current information (ie, Alb, Hgb, Hct, Chol, etc).
  • 9. MEDICATIONS OR MAR (MEDICATION ADMINISTRATION RECORD):  This will include updated lists of medications the patient is receiving orally and via IV fluids during the hospital stay. You will likely see a list of meds the patient takes at home and perhaps a discharge medication listing. This will also include nursing documentation of date/time the medication is administered.
  • 10. MULTIDISCIPLINARY:  Allied health professionals (RDs, pharmacists, speech pathologists, social workers, etc) often include their full assessments and documentation in this section of the chart.
  • 11. RADIOLOGY:  This includes reports from radiology, MRIs, scans, EKGs, etc.
  • 12. MEDICAL RECORD DOCUMENTATION  Documentation in the healthcare/medical records is crucial and necessary to ensure excellence in healthcare. The saying “if you didn’t document it, it didn’t happen” is common in the healthcare setting. Documentation is a legal record that must hold up in defense and justification of care. It is required!
  • 13. 1. Documentation must be in black pen---no pencils or erasing should ever be used, 2. If mistakes occur the practitioner must mark through the error with one line, add the word “error”, initial beside the error, and add the correction. 3. Abbreviations must be approved by the facility---you are not allowed to make up your own! 4. All documentation must be dated 5. There should be no large gaps (blank space) between entries in a medical record 6. Do not express your personal opinions or make criticisms of the patient or other caregivers. Remember that others are reading your notes! 7. Date all entries---Sign all entries with your title 8. Be BRIEF, be THOROUGH, be ACCURATE! 9. Do not make a suggestion of medical diagnosis—that is not in your scope
  • 14. TYPES OF MEDICAL RECORD DOCUMENTATION  There are various forms of medical record documentation. Regardless of the format the information included or reviewed is consistent in all forms.
  • 15. PROBLEM ORIENTED MEDICAL RECORD (POMR)  A system of collection data that focuses on the primary client problems. A problem list is generated, updated, and continually reviewed. The plan addresses this problem list.
  • 16. PROGRESS NOTE:  Often a brief notation as a followup to an original assessment. This note will review the problem, evaluate the effectiveness of plan, and indicate change. Progress notes are documented at pre-established intervals (daily, twice a week, monthly, etc).
  • 17. SOAP:  Acronym for Subjective, Objective, Assessment, Plan (see handout on Basics of Soap Documentation).  Many physicians and health care providers document in this format and it is easy to follow. Some facility use pre-printed forms and practitioners fill out the blanks. Others simply provide lined sheets that the provider will simply write out S: then info, O: then info, on so on.
  • 18. NARRATIVE FORMAT:  The provider writes out information about the patient in an organized way (similar data clustered together). Often this is in long phrases or sentences reviewing the patient’s problems.
  • 19. DAP (DATA, ASSESSMENT, PLAN):  Similar to SOAP but without the subjective component (all data, whether subjective or objective is clustered together)
  • 20. ADIME: This type of charting follows the Nutrition Care Process steps. Facilities may decide to order notes in this format OR address the initial problem of the patient (in acute care).  Assessment: ABCD and pertinent client history  Diagnosis: Includes a PES statement that is “pulled” from 3 domains (intake, clinical, behavorial/environmental)  Intervention: the “actions” to address problem (food delivery, education/counseling, coordination of care)
  • 21. CONTINUED. . .  Monitoring: what will be “tracked” or followed— loop back to the Assessment data terms (but not all are selected!)  Evaluation: Have desired outcomes been achieved? How will this be tracked? On what time frame?