ojt list - co · pdf fileregardless of setting, direct support professionals must know four...
TRANSCRIPT
After completing this lesson you will be able to:1. Describe why follow-up, communication, and documenting are
important. 2. Describe types of situations related to medication support that
require documentation, follow-up, and communication. 3. Describe the critical components of effective in-person
communication and written documentation. 4. Correctly document medications as described on a medication
administration record (MAR) and identify additional documentation, communication, or follow-up needed.
5. Recognize and respond to situations related to medications that are potential abuse, neglect, and exploitation.
©2005 College of Direct Support, Medication Support, Lesson #5, Page 1 of 9
OJT ListOn-the-Job Training (OJT) statements are observable measures of skill that a person can demonstrate. These are the OJT statements for Lesson #5: Follow-up, Communication, and Documentation.
• The direct support professional can describe the systems for communication, documentation, and follow-up in the area of medication support required by his or her employer.
• The direct support professional effectively prioritizes communication and documentation needs when dealing with medications and medication-related situations.
• The direct support professional is familiar with all standard forms used by his or her employer for documenting medications and medication-related events.
• The direct support professional completes all medical-related documentation as soon as possible after an event.
• The direct support professional makes sure s/he does not leave the support situation before completing all necessary medical-related documentation.
• The direct support professional knows how to complete and update a medication administration record as required by his or her employer.
• The direct support professional can describe the terms abuse, neglect, and exploitation as they are defined by his or her employer and/or state.
• The direct support professional complies with all reporting requirements and with ethical standards related to the reporting of potential abuse, neglect, or exploitation of vulnerable people.
• The direct support professional can identify potential abuse, neglect, or exploitation situations that are related to medication supports.
©2005 College of Direct Support, Medication Support, Lesson #5, Page 2 of 9
Portfolio ListPortfolio samples are examples of work a person could place in a portfolio based on the content of this lesson. These are the Portfolio suggestions for Lesson #5: Follow-up, Communication and Documentation.
• The direct support professional (DSP) gathers samples of all the types of medically related documentation that he or she completes in his or her role as a direct support professional. A summary statement is included. This statement describes the samples and the situations in which they are used. The direct support professional describes which samples show effective documentation and which samples could be improved and how. The statement also includes the direct support professional’s methods for insuring documentation is completed and how the DSP personally balanced these responsibilities with the other responsibilities of direct support.
• The direct support professional prepares work samples regarding a medication related situation in which the DSP must communicate with a variety of people and in a variety of ways. (Included could be incident reports, samples pages from an individual health record, phone log records, doctor’s referral forms, etc.) The work sample includes a summary of what happened; who the DSP contacted as well as when and how; and how the direct support professional prioritized the communication. The DSP also includes a review of what s/he learned in the process, and what, if anything he or she would do differently in the future based on what was learned through the entire experience.
• The direct support professional includes a sample of a medication administration record that he or she has completed for a person that he or she supports. A summary statement includes a description of how the MAR is used, what type of shorthand is used on the MAR, and for what situations additional documentation is needed.
• The direct support professional provides documentation of a situation where he or she reported a potential medical-related abuse, neglect, or exploitation of a person to whom he or she provided support. The work sample includes a variety of documentation that was completed. The DSP provides a summary statement regarding the situation and why he or she chose to report it. The statement describes to whom the DSP communicated, what was communicated, and how s/he made this report. In addition, the DSP specifies what s/he did to determine the outcome of the Maltreatment report and to whom s/he shared the report. A reflection on whether the DSP would do anything differently now and why or why not is included.
©2005 College of Direct Support, Medication Support, Lesson #5, Page 2 of 9 ©2005 College of Direct Support, Medication Support, Lesson #5, Page 3 of 9
Types of Documentation and Using the Toolkit FormIt is very important that you know all the types of documentation for which you are responsible. Check with your employer. Find out where and when any documentation needs to be completed. Ask the employer if they use standardized forms and formats. If so, ask to see samples of these.
On the next page is a form that you can use to organize your questions regarding medically related documentation, communication, and follow-up. You can print it up and use it during a discussion or training event regarding communication and documentation. Complete this form as soon as possible.
©2005 College of Direct Support, Medication Support, Lesson #5, Page 4 of 9
Reg
ardl
ess o
f set
ting,
dire
ct su
ppor
t pro
fess
iona
ls m
ust k
now
four
ess
entia
l ele
men
ts o
f effe
ctiv
e co
mm
unic
atio
n, d
ocum
enta
tion
and
follo
w-u
p:W
hat t
o co
mm
unic
ate;
how
to c
omm
unic
ate
the
info
rmat
ion;
to w
hom
to c
omm
unic
ate
it; w
hen
to c
omm
unic
ate
it.
Dir
ectio
ns: O
n th
is c
hart
are
seve
ral t
ypes
of e
vent
s or s
ituat
ions
rela
ted
to m
edic
atio
n su
ppor
t. As
k yo
ur e
mpl
oyer
to re
view
thes
e si
tuat
ions
with
you
. Ask
whi
ch o
f the
se y
ou w
ill
be re
spon
sibl
e fo
r (m
ark
with
a y
es).
If th
ere
is a
stan
dard
form
or f
orm
at u
sed,
ask
to se
e an
exa
mpl
e co
mpl
eted
cor
rect
ly.
Wha
t to
Com
mun
icat
e:C
heck
yes
by
thos
e th
ings
you
are
exp
ecte
d to
co
mm
unic
ate
in y
our r
ole
as a
dire
ct su
ppor
t pro
fess
iona
l. Fo
r any
“Ye
s” c
heck
ed, c
ompl
ete
the
rem
aini
ng c
olum
ns.
Yes
No
How
to C
omm
unic
ate
the
Info
rmat
ion:
(e.g
., w
ritte
n re
cord
, in
pers
on,
both
?)
Whe
n to
Com
mun
icat
e It
: (e.
g., i
mm
edia
tely
, be
fore
leav
ing
shift
, w
ithin
24
hour
s?)
To W
hom
to
Com
mun
icat
e It
, in
Wha
t Ord
er: (
e.g.
, EM
S,
Supe
rvis
or, R
N, F
amily
?)R
egul
ar a
nd r
outin
e si
tuat
ions
:
Trac
king
whi
ch m
edic
atio
ns a
re g
iven
and
how
muc
h.
Not
ing
whe
n su
pplie
s of m
edic
atio
ns a
re o
rder
ed o
r re
ceiv
ed fr
om th
e ph
arm
acis
t.R
evie
win
g or
pre
parin
g a
new
mon
thly
med
icat
ion
adm
inis
tratio
n re
cord
.K
eepi
ng tr
ack
of b
ehav
iora
l res
pons
es to
med
icat
ions
or
certa
in v
ital s
igns
(suc
h as
blo
od p
ress
ure)
.
Shar
ing
the
resu
lts o
f med
ical
and
den
tal a
ppoi
ntm
ents
.
Trac
king
whe
n m
edic
atio
ns a
re tr
ansf
erre
d to
or f
rom
an
othe
r per
son
or fa
cilit
y.K
eepi
ng tr
ack
of m
edic
atio
ns th
at a
re c
onsi
dere
d co
ntro
lled
subs
tanc
es.
Oth
er:
Oth
er:
Oth
er:
Oth
er:
Type
s of C
omm
unic
atio
ns
©2005 College of Direct Support, Medication Support, Lesson #5, Page 4 of 9
©20
05 C
olle
ge o
f Dire
ct S
uppo
rt, M
edic
atio
n Su
ppor
t, Le
sson
#5,
Pag
e 5
of 9
Exp
ecte
d si
tuat
ions
that
are
out
of t
he r
outin
e:
Mild
and
tem
pora
ry si
de e
ffect
s to
a m
edic
atio
n.
Use
of “
as n
eede
d” (P
RN
) med
icat
ions
.
The
dest
ruct
ion
or d
ispo
sal o
f a m
edic
atio
n.
A c
hang
e in
med
icat
ions
incl
udin
g a
chan
ge in
dos
age,
tim
ing,
med
icat
ion,
or a
tem
pora
ry h
old
on a
med
icat
ion.
The
need
to o
btai
n co
nsen
t for
cer
tain
pro
cedu
res.
Med
icat
ion
hold
s
Pack
agin
g an
d se
ndin
g m
edic
atio
ns (L
eave
s)
Oth
er:
Situ
atio
ns m
eant
to b
e av
oide
d, b
ut th
at m
ust b
e co
mm
unic
ated
:Th
e po
ssib
ility
that
a p
erso
n ha
s bee
n ab
used
, neg
lect
ed, o
r ex
ploi
ted.
Seve
re o
r ser
ious
pro
blem
reac
tions
to m
edic
atio
ns.
Med
icat
ion
refu
sals
or e
rror
s.
The
need
to b
e ho
spita
lized
.
An
unex
pect
ed o
r dan
gero
us c
hang
e in
beh
avio
r or v
ital
sign
s.La
ck o
f exp
ecte
d tre
atm
ent r
esul
ts (s
uch
as b
reak
thro
ugh
seiz
ures
, or c
ontin
ued
prob
lem
with
blo
od p
ress
ure)
Inju
ries,
seve
re il
lnes
s or d
eath
.
Oth
er:
Type
s of C
omm
unic
atio
ns
©20
05 C
olle
ge o
f Dire
ct S
uppo
rt, M
edic
atio
n Su
ppor
t, Le
sson
#5,
Pag
e 6
of 9
Exp
ecte
d si
tuat
ions
that
are
out
of t
he r
outin
e:
Mild
and
tem
pora
ry si
de e
ffect
s to
a m
edic
atio
n.
Use
of “
as n
eede
d” (P
RN
) med
icat
ions
.
The
dest
ruct
ion
or d
ispo
sal o
f a m
edic
atio
n.
A c
hang
e in
med
icat
ions
incl
udin
g a
chan
ge in
dos
age,
tim
ing,
med
icat
ion,
or a
tem
pora
ry h
old
on a
med
icat
ion.
The
need
to o
btai
n co
nsen
t for
cer
tain
pro
cedu
res.
Med
icat
ion
hold
s
Pack
agin
g an
d se
ndin
g m
edic
atio
ns (L
eave
s)
Oth
er:
Situ
atio
ns m
eant
to b
e av
oide
d, b
ut th
at m
ust b
e co
mm
unic
ated
:Th
e po
ssib
ility
that
a p
erso
n ha
s bee
n ab
used
, neg
lect
ed, o
r ex
ploi
ted.
Seve
re o
r ser
ious
pro
blem
reac
tions
to m
edic
atio
ns.
Med
icat
ion
refu
sals
or e
rror
s.
The
need
to b
e ho
spita
lized
.
An
unex
pect
ed o
r dan
gero
us c
hang
e in
beh
avio
r or v
ital
sign
s.La
ck o
f exp
ecte
d tre
atm
ent r
esul
ts (s
uch
as b
reak
thro
ugh
seiz
ures
, or c
ontin
ued
prob
lem
with
blo
od p
ress
ure)
Inju
ries,
seve
re il
lnes
s or d
eath
.
Oth
er:
Critical Components of In-Person CommunicationDirections: 1. Watch the two videos on screen 14 of the lesson. 2. As you watch the videos. Look for the differences in how the situation was handled and watch closely for the following: a. What steps did the direct support professional take in the second video that are likely to make sure that Jay (the person receiving services) was more comfortable?
b. What steps did this DSP take that will help the medical professionals provide better treatment?
3. Jot down a few specific things that were done. Note at least 3 differences.
©2005 College of Direct Support, Medication Support, Lesson #5, Page 7 of 9
Understanding Your Roles and Responsibilities in DocumentationIt is very important that you know all the types of documentation for which you are responsible. Check with your employer. Ask the employer if they use standardized forms and formats. Find out where and when any documentation needs to be completed. Earlier in this lesson, you were shown a form that you can use to organize your questions regarding medical-related documentation, communication, and follow-up. Be sure to ask specifically about standard forms and methods of documentation.
Policies and Procedures Regarding Documentation and ConfidentialityAsk your employer if they have any policies and procedures regarding documentation. Get a copy and review them. Ask any questions that you have.
Ask your employer about privacy and confidentiality practices. Find out what information can be shared and what cannot. Ask your employer how HIPAA is applied to documentation in a direct support situation.
New Orders for MedicationsFind out from your employer how new orders are supposed to be handled. You may need to contact a supervising nurse or doctor. You may be responsible for updating the MAR or you may need to simply share this information with the correct person.
©2005 College of Direct Support, Medication Support, Lesson #5, Page 8 of 9
Use of PRNsThere are often regulations regarding the use of PRNs that must be followed. For instance, in some places, a direct support professional cannot assist with administering a PRN medication without calling the prescribing practitioner first. Find out from your employer what guidelines you must follow.
In licensed facilities, a doctor’s signature often is required before using a PRN. In these cases, the employer will usually have a single list of approved PRN medications signed for each person. Be sure to review these carefully for each person you support. Different people will use different PRNs. In some cases, this is due to allergies or other problem reactions. Always make sure a PRN is safe for the person before using it.
Find out from your employer where and how PRNs are documented. Also determine what are the critical components of timing and where the reason for using PRNs are written.
Recognizing and Responding to Potential Abuse, Neglect, and ExploitationThe federal and state government and/or employer may have specific definitions regarding these terms and the term Maltreatment. Ask your employer to provide you with the definitions and any policies and procedures related to reporting of these incidents. Review these and ask any questions you may have.
If you are directly employed by a person with a disability and/or a family, ask them if they are aware of government polices regarding reporting these situations. You can check with local law enforcement agencies and/or your local department of human services to find out more about your roles and responsibilities.
In some cases, direct support professionals are mandated reporters of these incidents. This means if you are aware of a potential case of abuse, neglect, or exploitation you must properly report it. If you do not report, you may be held responsible. You can even face criminal or civil charges.
©2005 College of Direct Support, Medication Support, Lesson #5, Page 8 of 9 ©2005 College of Direct Support, Medication Support, Lesson #5, Page 9 of 9