Assignment ON Documentation: Submitted To: Submitted by
Assignment ON Documentation: Submitted To: Submitted by
Assignment ON Documentation: Submitted To: Submitted by
ON
DOCUMENTATION
SUBMITTED ON:
ADMISSION, TRANSFER, AND DISCHARGE PROCEDURES
ADMISSION
Admission to the nursing unit prepares the patient for his stay in the health care facility.
Whether the admission is scheduled or follows emergency treatment.
Effective admission procedures should accomplish the following goals:
1. Verify the patient's identity and assess his clinical status,
2. Reduce cooperation,
Equipment
Gown , personal property form , valuables envelope , admission form , nursing
assessment form, thermometer , emesis basin , bedpan or urinal , bath basin , water
pitcher, cup, and tray , urine specimen container, if needed.
An admission pack usually contains soap, comb, toothbrush, toothpaste, mouthwash,
water pitcher, cup, tray, lotion, facial tissues, and thermometer. An admission pack helps
prevent cross-contamination and increases nursing efficiency.
Preparation of equipment:
1. Obtain a gown and an admission pack.
2. Position the bed as the patient's condition requires. If the patient is ambulatory, place the bed
in the low position; if he's arriving on a stretcher, place the bed in the high position.
3. Fold down the top linens.
4. Prepare any emergency or special equipment, such as oxygen or suction, as needed.
Implementation:
1. Adjust the room lights, temperature, and ventilation.
2. Make sure all equipment is in working order prior to the patient's admission.
4. Speak slowly and clearly, greet the patient by his proper name, and introduce yourself and any
staff present.
5. Compare the name and number on the patient's identification bracelet with that listed on the
admission form. Verify the name and its spelling with the patient. Notify the admission office of
any corrections.
6. Quickly review the admission form and the physician's orders. Note the reason for admission,
any restrictions on activity or diet, and any orders for diagnostic tests requiring specimen
collection.
7. Escort the patient to his room and, if he isn't in great distress, introduce him to his roommate.
Then wash your hands, and help him change into a gown or pajamas; if the patient is sharing a
room, provide privacy.
8. Take and record the patient's vital signs, and collect specimens if ordered. Measure his height
and weight if possible. If he can't stand, use a chair or bed scale and ask him his height. Knowing
the patient's height and weight is important for planning treatment and diet and for
calculating medication and anesthetic dosages.
9. Show the patient how to use the equipment in his room. Be sure to include the call system, bed
controls, TV controls, telephone, and lights.
10. Explain the routine at your health care facility. Mention when to expect meals, vital sign
checks, and medications. Review visiting hours and any restrictions.
11. Take a complete patient history. Include all previous hospitalizations, illnesses, and
surgeries; current drug therapy; and food or drug allergies. Ask the patient to tell you why he
came to the facility. Record the answers (in the patient's own words) as the chief complaint.
Follow up with a physical assessment, emphasizing complaints. Record any wounds, marks,
bruises, or discoloration on the nursing assessment form.
12. After assessing the patient, inform him of any tests that have been ordered and when they're
scheduled. Describe what he should expect.
13. Before leaving the patient's room, make sure he's comfortable and safe. Adjust his bed, and
place the call button and other equipment (such as water pitcher and cup, emesis basin, and facial
tissues) within easy reach. Raise the side rails.
2. Dietary restrictions
3. Fluid restrictions
4. Specimen collection
6. Foreign-language speaker.
You can also use care reminders to post special instructions, such as:
7. Complete bed rest
2. Speak directly to the child, and allow him to answer questions before obtaining more
information from his parents.
3. While orienting the parents and child to the unit, describes the layout of the room and
bathroom, and tells them the location of the playroom, television room, and snack room, if
available.
5. Explain the facility's rooming-in and visiting policies so the parents can take every opportunity
to be with their child.
6. Inquire about the child's usual routine so that favorite foods, bedtime rituals, toileting, and
adequate rest can be incorporated into the routine.
7. Encourage the parents to bring some of their child's favorite toys, blankets, or other items to
make the child feel more at home amid unfamiliar surroundings.
Special considerations
1. If the patient doesn't speak English and isn't accompanied by a bilingual family member,
contact the appropriate resource.
2. Keep in mind that the patient admitted to the emergency department requires special
procedures.
3. If the patient brings medications from home, take an inventory and record this information on
the nursing assessment form. Instruct the patient not to take any medication unless authorized by
the physician.
4. Find out the patient's normal routine, and ask him if he would like to make any adjustments to
the facility regimen.
Documentation
After leaving the patient's room, complete the nursing assessment form or your notes, as
required. The completed form should include the patient's vital signs, height, weight, allergies,
and drug and health history; a list of his belongings and those sent home with family members;
the results of your physical assessment; and a record of specimens collected for laboratory tests.
TRANSFER
Patient transfer either within your facility or to another one requires thorough preparation
and careful documentation.
Preparation includes:
1. An explanation of the transfer to the patient and his family,
2. Discussion of the patient's condition and care plan with the staff at the receiving unit or
facility,
2. Using the admissions inventory of belongings as a checklist, collect the patient's property. Be
sure to check the entire room, including the closet, bedside stand, over bed table, and bathroom.
3. Gather the patient's medications from the cart and the refrigerator. If the patient is being
transferred to another unit, send the medications to the receiving unit; if he's being transferred to
another facility, return them to the pharmacy.
4. Notify the business office and other appropriate departments of the transfer.
5. Have a staff person notify the dietary department, the pharmacy, and the facility telephone
operator about the transfer (if within the facility).
6. Contact the nursing staff on the receiving unit about the patient's condition and drug regimen
and review the patient's nursing care plan with them to ensure continuity of care.
2. Send the patient's chart, laboratory request slips, Kardex, special equipment, and other
required materials to the receiving unit.
3. Use a wheelchair to transport the ambulatory patient to the newly assigned room.
4. Introduce the patient to the nursing staff at the receiving unit. Then take the patient to his room
and, depending on his condition, place him in the bed or seat him in a chair. Introduce him to his
new roommate, if appropriate, and tell him about any unfamiliar equipment such as the call bell.
2. Complete the nursing summary, including the patient's assessment, progress, required nursing
treatments, and special needs, to ensure continuity of care.
3. Keep one copy of the transfer form and the nursing summary with the patient's chart, and
forward the other copies to the receiving facility.
Transfer to an acute-care facility
1. Make sure the physician has written the transfer order on the patient's chart and has completed
the transfer form as discussed above. Then complete the nursing summary.
2. Depending on the physician's instructions, send one copy of the transfer form and nursing
summary and photocopies of pertinent excerpts from the patient's chart such as laboratory test
and X-ray results, patient history and physical progress notes, and records of vital signs to the
receiving facility with the patient.
Special considerations
If the patient requires an ambulance to take him to another facility, arrange transportation with
the social services department. Ensure that the necessary equipment is assembled to provide care
during transport.
Documentation
Record the time and date of transfer, the patient's condition during transfer, the name of the
receiving unit or facility, and the means of transportation
DISCHARGE
Effective discharge requires careful planning and continuing assessment of the patient's
needs during his hospitalization. Ideally, discharge planning begins shortly after admission.
Implementation
1. Before the day of discharge, inform the patient's family of the time and date of discharge.
2. Obtain a written discharge order from the physician. If the patient discharges himself against
medical advice, obtain the appropriate form.
3. If the patient requires home medical care, confirm arrangements with the appropriate facility
department or community agency.
4. On the day of discharge, review the patient's discharge care plan (initiated on admission and
modified during his hospitalization) with the patient and his family. List prescribed drugs on the
patient instruction sheet along with the dosage, prescribed time schedule, and adverse reactions
that he should report to the physician. Ensure that the drug schedule is consistent with the
patient's lifestyle to prevent improper administration and to promote patient compliance.
5. Review procedures the patient or his family will perform at home. If necessary, demonstrate
these procedures, provide written instructions, and check performance with a return
demonstration.
6. List dietary and activity instructions, if applicable, on the patient instruction sheet, and review
the reasons for them.
7. Check with the physician about the patient's next office appointment; if the physician hasn't
yet done so, inform the patient of the date, time, and location.
8. Retrieve the patient's valuables from the facility's safe and review each item with him. Then
obtain the patient's signature to verify receipt of his valuables.
9. Obtain from the pharmacy any drugs the patient brought with him.
10. If appropriate, take and record the patient's vital signs on the discharge summary form.
Notify the physician if any signs are abnormal such as an elevated temperature.
13. After checking the room for misplaced belongings, help the patient into the wheelchair, and
escort him to the exit; if the patient is leaving by ambulance, help him onto the litter.
14. After the patient has left the area, strip the bed linens and notify the housekeeping staff that
the room is ready for terminal cleaning.
Special considerations
1. Whenever possible, involve the patient's family in discharge planning so they can better
understand and perform patient care procedures.
2. Before the patient is discharged, perform a physical assessment. If you detect abnormal signs
or the patient develops new symptoms, notify the physician and delay discharge until he has seen
the patient.
Documentation
1. Record the time and date of discharge,
For the patient admitted through the emergency department (ED), immediate treatment takes
priority over routine admission procedures. After ED treatment, the patient arrives on the nursing
unit with a temporary identification bracelet, a physician's order sheet, and a record of treatment.
Read this record and talk to the nurse who cared for the patient in the ED to ensure continuity of
care and to gain insight into the patient's condition and behavior.
Next, record any ongoing treatment, such as an I.V. infusion, in your notes. Take and record the
patient's vital signs, and follow the physician's orders for treatment. If the patient is conscious
and not in great distress, explain any treatment orders. If family members accompany the patient,
ask them to wait in the lounge while you assess the patient and begin treatment. Permit them to
visit the patient after he's settled in his room. When the patient's condition allows, precede with
routine admission procedures.
Occasionally, the patient or his family may demand discharge against medical advice (AMA). If
this occurs, notify the physician immediately. If the physician fails to convince the patient to
remain in the facility, he'll ask the patient to sign an AMA form releasing the facility from legal
responsibility for any medical problems the patient may experience after discharge.
If the physician isn't available, discuss the discharge form with the patient and obtain his
signature. If the patient refuses to sign the AMA form, don't detain him. This violates his legal
rights. After the patient leaves, document the incident thoroughly in your notes and notify the
physician.
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