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Purpose

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).

Equipment

Assessment

Assessment should focus on the following:

Outcome Id

Outcome Identification and Planning

Desired Outcomes navigator

Sample desired outcomes include the following:

Special Considerations in Planning and Implementation

General navigator

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.

End-of-Life Care navigator

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.

Home Health navigator

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.

Image_Transcultural Transcultural navigator

Pertinent data about the client's sociocultural background should be included if the data are significant to some aspect of the client's care.

Image_Cost-Cutting_Tips Cost-Cutting Tip navigator

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.

Delegation navigator

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.


[Outline]

Implementation

ActionRationale
Preparing an Inpatient Report
1Gather information and equipment.Facilitates organizing report; promotes efficiency
2Report client identification data (name, room number, age, medical diagnosis [primary and secondary], and doctor’s name).Ensures association of reported data with correct client
3Record the following special circumstances of client:Promotes client safety and psychosocial well-being
  • Sight or hearing deficits
  • Language or cultural barriers
  • Safety needs (e.g., client at high risk for falls)
  • Support needs
  • Family concerns
  • Religious concerns
Recognizes ethical and legal concerns; individualizes care
4Summarize client’s 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
5For each diagnosis or outcome addressed, record the following:
  • Nursing diagnosis or outcome
  • Assessment data (e.g., complaints, wound/dressing status, IVs, drains, oxygen)
  • Interventions used (e.g., medications, IVs, treatments, monitoring, teaching)
  • Evaluation (e.g., intake and output, client response to treatments, teaching)
Summarizes current status of client and treatments
6Report recent results of diagnostic procedures and lab tests.Provides status update
7Report new medical/nursing orders (diagnostic tests, medications, treatments, surgery, dietary or activity restrictions, or discharge planning).Provides update on planned medical and nursing interventions
8Summarize general environmental concerns (e.g., tubes, drains, infusions with fluid counts, and mechanical supports [include setting]).Facilitates maintenance of support equipment
9Summarize 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
1Determine what information is needed before making the phone call.Increases the clarity and focus of the communication
2Have 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
3Clearly 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
4Obtain the name of the person with whom you are speaking.Permits the nurse to follow up with the same person, if needed
5Give 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
6If 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
7Document all verbal and phone communication concerning any client.Provides a clear picture in the client record and reduces the reliance on any individual’s memory

Evaluation

Were desired outcomes achieved? Examples of evaluation include:

Documentation

The following should be noted on the client's record:

Inpatient

Outpatient