Nursing Procedure 2.3
Facilitates continuity of client care through accurate and comprehensive communication of relevant client data among nurses and various care providers (may occur in the form of shift-to-shift updates, interdisciplinary consultation, and clientcare conferences).
Assessment should focus on the following:
Outcome Identification and Planning
Sample desired outcomes include the following:
Special Considerations in Planning and Implementation
Under the Health Insurance Portability and Accountability Act, client privacy must be maintained through all reasonable means, whether verbal or written. Verbal and written communication must be confined to the appropriate settings and appropriate individuals as necessary to facilitate client care, as violations of protection of the client's privacy could result in criminal or civil litigation. When "walking rounds" are employed, verbal information about the client should be shared in a more private setting (e.g., in a report room) before going to the client's room for visual verification of or supplemental information on the client's condition.
When reporting to caregivers with little previous exposure to the client, more background may be needed or desired. Caregivers with extensive previous exposure to the client may require only a brief update of pertinent changes. Take a few minutes to determine exactly what information is needed (e.g., a medical supply company about to make a delivery will need a correct address; a payer source will need to know client condition, care being received, and expected duration of care). Remember to report data or occurrences from previous shifts, days, or visits, when pertinent. Include concerns of the client, family members, or significant others. Establish with the agency a method for routing information received from the doctor's office. In some agencies, the field nurse is called directly by pager or by cellular phone, whereas in others the supervisor is the go-between. All parties involved in the communication must have the same information.
Reports on dying clients should remain focused on providing optimal care to facilitate a peaceful death for the client and to provide support to the family/significant others as needed.
The assessment and report of a homebound client should include the client's status at the time of the last home health visit, the client's response to interventions, any restrictions present in the environment (e.g., no running water, no electricity), and any adaptations that have been made in client-care procedures (e.g., irrigating a wound while in the bathtub). The visit report should also include the client's address (with directions if the home is difficult to locate), any special supplies or equipment to be taken on the next visit, and client teaching needs. It is rare that the home health nurse will speak directly with the doctor during doctor office hours. Establish a contact at the office who will reliably transfer information to the doctor. Check with the office to determine the best time and method (e.g., telephone, fax, e-mail) to leave nonemergency messages for the doctor.
Pertinent data about the client's sociocultural background should be included if the data are significant to some aspect of the client's care.
Tape-recording reports may be less time-consuming and therefore more cost-effective, but follow agency guidelines to avoid violating client privacy. If interdisciplinary shift reports are not a standard daily routine, a periodic interdisciplinary conference may prevent unnecessary resource utilization due to duplications from various service departments.
Direct communication ensures the greatest accuracy of information exchange. However, if information must be relayed to the doctor, another member of the health care team, a payer, or the client through a third party, the nurse should follow up as soon as possible to validate that the correct information was relayed. Reports should never be delegated to unlicensed personnel. As a clinical nursing student, remember that reports should be given only to licensed personnel or the instructor before leaving your unit.
Action | Rationale | |
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Preparing an Inpatient Report | ||
1 | Gather information and equipment. | Facilitates organizing report; promotes efficiency |
2 | Report client identification data (name, room number, age, medical diagnosis [primary and secondary], and doctors name). | Ensures association of reported data with correct client |
3 | Record the following special circumstances of client: | Promotes client safety and psychosocial well-being |
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| Recognizes ethical and legal concerns; individualizes care | |
4 | Summarize clients status using nursing diagnoses or outcomes to indicate active emotional and physical problems (Display 2.5). Begin with the diagnoses or outcomes of highest priority and proceed to those of least priority. | Validates established nursing diagnoses and outcomes and need for continued intervention |
5 | For each diagnosis or outcome addressed, record the following: | |
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| Summarizes current status of client and treatments | |
6 | Report recent results of diagnostic procedures and lab tests. | Provides status update |
7 | Report new medical/nursing orders (diagnostic tests, medications, treatments, surgery, dietary or activity restrictions, or discharge planning). | Provides update on planned medical and nursing interventions |
8 | Summarize general environmental concerns (e.g., tubes, drains, infusions with fluid counts, and mechanical supports [include setting]). | Facilitates maintenance of support equipment |
9 | Summarize information required during first hour of oncoming shift (e.g., treatments, fluid replacements, medication needs, tests). | Facilitates punctuality and continuity in treatment regimen |
Preparing a Report in Outpatient/Home Setting | ||
1 | Determine what information is needed before making the phone call. | Increases the clarity and focus of the communication |
2 | Have all related information with you at the time of the call, and make the call in as quiet an environment as possible. | Allows the nurse to answer questions and to hear and understand the other party |
3 | Clearly state who you are, the agency you represent, and what the call is about. | Allows party receiving the call to route you to the proper person |
4 | Obtain the name of the person with whom you are speaking. | Permits the nurse to follow up with the same person, if needed |
5 | Give all information in a clear and concise manner. If giving a condition report, know current vital signs, symptoms, medications and doses, and so forth. | Promotes efficiency and reduces the need for additional calls |
6 | If receiving a phone order from a doctor, repeat it back to the doctor for verification, spell medications for clarity, and put it in writing immediately to be sent out for doctor signature. | Reduces the chance of acting on a misunderstood order |
7 | Document all verbal and phone communication concerning any client. | Provides a clear picture in the client record and reduces the reliance on any individuals memory |
Were desired outcomes achieved? Examples of evaluation include:
The following should be noted on the client's record:
Inpatient
Outpatient