Documentation and SBAR Fall21 Student

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Documentation and SBAR

Shannah Lowe DNP, RN, APRN, ACNS-BC, CNRN


Objectives
• Develop strategies for effective communication with the
intediscplanry team using written, verbal, and emerging technology
methods
• Describe the importance of timely, accurate communication in
healthcare
• Identify critical components for safe patient handoff
• List key principles of charting
Communication and • Absent inaccurate or delayed
Patient Care communication can subject the
patient to serious risks or delayed
recovery.​

• The Joint Commission identified


critical communication failure as
one of the most common root
causes responsible for sentinel
events.
Patient record
• Communication: Clear, accurate, and up-to-date patient documentation is
a cornerstone for safe care delivery providing flow of information between
providers of care.​

• Communicates the plan of care and patient progress to all healthcare team
members.​

• Conveys clear picture of patient through different viewpoints and at different times.​

• Ensures continuity of care and provides data for evaluation and revision or
continuation of care.
Principles of Documentation
• Confidential
• Accurate
• Concise and complete
• Objective
• Organized and timely
Universal Computer-Based Patient Record#1
• Federally initiated goal of having a single health-related electronic
record for all individuals.
• Would allow patients to share their complete health information with
any practitioner, regardless of institutional affiliation or location.
• Supported by the 2009 Health Information Technology for Economic
and Clinical Health (HITECH) Act whose goal it is to increase patients’
access to their own medical records.
Types of Nursing Entries
• Kardex
• Admission Entries
• Narrative notes
• Charting by Exception
• Progress Notes
• SOAP and SOAPIER notes
• PIE and APIE notes
• FOCUS DAR notes
Types of Nursing Entries
• Flow sheets: Tables with vertical and horizontal columns allowing for
documentation of routine assessments and procedures.
• Plan of care: Contains nursing diagnoses, goals, outcome criteria,
interventions, and evaluation. Standardized plans of care may be
used, but must always be individualized.
• Critical pathways: Multidisciplinary tools that identify expected
progression of patients toward discharge. Often used for patients
requiring complex care or for frequently encountered situations.
Types of Nursing Entries
• Written Handoff Summary
• Nursing Discharge Summary
• Medication Administration Record (MAR)
• Home Care Documentation
• Long-Term Care Documentation
• Incident Report
Template for Communication
• SBAR
• Situation: What is happening at the present time?
• Background: What are the circumstances leading up to this situation?
• Assessment: What is the problem?
• Recommendations: What should be done to correct the problem?
Reporting to the Primary
Healthcare Provider/Healthcare Team
• Telephone communication
• Verbal Orders
• Consults
• Rounding
• Care Plan Conferences
• Voice Communication Badges
TeamSTEPPS
• An acronym for Team Strategies and Tools to Enhance Performance
and Patient Safety.

• A safety curriculum designed to improve patient outcomes by


cultivating teamwork among healthcare providers.

• Developed in 2006 by the U.S. Department of Defense (DOD) Patient


Safety Program and the Agency for Healthcare Research and Quality
(AHRQ).
TeamSTEPPS Communication Tools
and Strategies
• SBAR
• Call-out
• Check-back
• Handoff
• I PASS THE BATON
• CUS (I am concerned; I am uncomfortable; this is a Safety Issue)
SBAR
Call out
Check back
Handoff
I PASS the Baton
CUS
References
• Craven, R., Hirnle, C., & Henshaw, C. M. (2021). Craven, Hirnle, &
Henshaw: Fundamentals of nursing (9th ed.). Wolters Kluwer.
• TeamSTEPPS 2.0 Video Training Tools. Content last reviewed March
2014. Agency for Healthcare Research and Quality, Rockville, MD.
https://www.ahrq.gov/teamstepps/instructor/videos/index.html

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