jacobi ambulatory care service why write outpatient notes? susan dresdner, m.d. eleanor weinstein,...

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Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D.

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Page 1: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

Why Write Outpatient Notes?

Susan Dresdner, M.D.Eleanor Weinstein, M.D.

Page 2: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

Why Write Notes?The Positive Reasons

• Communication–Other MD’s (consultants, interim visits, ED)

–Professional staff (nurses, social workers, dieticians)

Page 3: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

Why Write Notes?The Positive Reasons

• Organization: highlights abnormals, helps keep thoughts clear

• Record-keeping: keep track of each diagnosis, follow symptoms, prior drug/antibiotic use

• Memory cues• Clarify intent/ thought process• Interpretation

Page 4: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

Why Write Notes?The Negative Reasons

• Medico-legal: chart is legal document

• Evidence of events and intentions

• Billing• Document

supervision

Page 5: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

As Many Occasions for Writing Notes As There Are For Seeing Patients

Outpatient Notes• Routine clinic visit• Walk-In • Medical consultation• Other contact (phone call,

etc.)• Procedure

Inpatient Notes• The Admission Note• The Daily Progress Note• The Coverage Note• The Procedure Note• The Transfer Note• The Code Note• The Death Note

Page 6: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

Routine Ambulatory Care Visit Note

• All notes are written in the computer• Who gave history? Who is present? Was

interpreter used (use language line for all translation and document interpreter ID)?

• Must obtain Social History!• Address adherence• Assessment = Differential Diagnosis. THINK!• Clear management plan

Page 7: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

Page 8: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

Routine Visit Notes: “SOAP” Notes

• Subjective

• Objective

• Assessment

• Plan

Page 9: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

“Subjective”

• In the patient’s own words: – What does patient tell you about how

he is feeling?

– How is the disease process affecting the patient?

Page 10: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

“Objective”

• How do you perceive the patient– appearance

– physical exam (it is NOT okay to say “PE unchanged!)

– Document BP’s in separate field

– laboratory data

– medication

Page 11: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

“Assessment”

• The MOST IMPORTANT part of the note, usually given the least attention

• Summary of the situation• How do you put all of the information together?

– Analysis of all of the data including consultant opinions– Address all abnormal exam and lab findings

• Organize by organ system or problem• What do you THINK?

Page 12: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

“Plan”

• How are you going to handle each of the identified problems?

Page 13: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

• Acknowledge and address all labs since last visit, no need to copy all labs over

• Acknowledge all notes from consultants

• Must have “Healthcare Maintenance” section in plan

• End note with “Case discussed with Dr. _______”

Page 14: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

A Sample Progress Note

Page 15: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

A Sample Progress Note, con’t

Page 16: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

Procedure Notes

• What procedure? What indication?• Begin with “after informed consent was

obtained….”• Describe procedure in detail• “Pt. tolerated procedure well”• Any necessary f/u tests• Who supervised

Page 17: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

Transfer Notes (to ER, Psych ER)

• No patient may be transferred without full note in the computer!

• Must discuss reason for transfer and plan

• Notify accepting service and acknowledge this in note

Page 18: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

Consultation Notes

• Indicate reason for consultation

• Full history and physical exam

• Assessment of situation and recommendations

• Plans for further evaluation

Page 19: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service

Ten Commandments of Outpatient Note

WritingWrite coherently

Do not write “scrolling notes”

Acknowledge all other notes before yours

Acknowledge data

Document all pt. encounters

Analyze

Plan

Document healthcare maintenance

Remember your attending who discussed the case

Do not wage war in chart

Page 20: Jacobi Ambulatory Care Service Why Write Outpatient Notes? Susan Dresdner, M.D. Eleanor Weinstein, M.D

JacobiAmbulatory Care Service