Documentation includes any written and/or electronically generated information about a client1 that describes the care or service provided to that client. Nurses2 document timely and appropriate reports of assessments, decisions about client status, plans, interventions, and client outcomes.
Employers provide the organizational supports and systems necessary for nurses to meet the Standards of Practice.
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Nurses are responsible and accountable for documenting in the client record the care they personally provide to the client. Care provided by others should ordinarily be documented by those individuals, unless there are exceptional circumstances such as an emergency.
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Nurses document a decision-making process (e.g., assessment, nursing diagnosis, planning, implementation and evaluation) to show the care they provided.
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Nurses document information or concerns reported to another health care provider and that provider’s response.
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Nurses document in a clear, concise, factual, objective, timely, and legible manner.
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Nurses document all relevant information about clients in chronological order in the client record.
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Nurses document at the time they provide care or as soon as possible afterward. Nurses clearly mark any late entries, recording both the date and time of the late entry and of the actual event.
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Nurses correct any documentation errors in a timely, honest, and forthright manner.
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Nurses do not document before giving care.
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Nurses indicate their accountability and responsibility by signing with a unique identifier (such as a written signature or an electronically-generated identifier) and their title, in a clear and legible manner to each entry they make in the client record.
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Nurses carry out more comprehensive, in-depth and frequent documentation when clients are acutely ill, high risk, or have complex health problems.
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When nurses provide services to a group of clients, they use service records (or equivalent) to document the service provided and overall observations pertaining to the group. When nurses document information about individual clients within the group, they record it in the individual client’s record.
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Nurses complete a safety event report (sometimes called an incident report) following an event such as a medication error or a fall. The safety event report is not part of the client record. Nurses record facts about any safety event affecting the client in the client record.
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Nurses who are self-employed or have responsibility for client records adhere to relevant legislation and BCCNM Bylaws.
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Familiarize yourself with organizational policies, procedures, or restrictions on documentation and follow them, including policies on documenting verbal and telephone orders and completing safety event reports.
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If your organization uses an electronic client record, understand that the same documentation principles apply, although there will be different strategies to record data, and to ensure privacy, security, and confidentiality.
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Information provided by a third party that is relevant to the client’s circumstances may be recorded in the client’s record. It should include the name of the person providing the information and their relationship to the client and be clearly marked if the information was provided “in confidence.”
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Document only the care you provide, do not allow others to document for you and do not document care that anyone else provides. Exceptions include:
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In an emergency, such as when you are designated as recorder, document the care provided by other health professionals.
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In cases where organizational policies, procedures, or restrictions do not allow certain individuals to document in the client record, record what client information was reported to you and by whom.
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When you are covering for another nurse, be sure to document any relevant information that arises when caring for a client.
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Decision-making processes used in providing nursing care should be sufficiently documented to provide an accurate, clear and comprehensive picture of the status of the client and their needs, the interventions of the nurse, the client outcomes, a plan of care, information reported to other health care providers and the provider’s response, advocacy taken on behalf of the client and any other relevant information, including informed consent when required.
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Recognize that, in a court of law, accurate, complete, and timely documentation may lead to the conclusion that accurate, complete, and timely care was given to the client. The reverse is also true. If care is not documented, it may lead to the conclusion that it was not done. All records should be clear and legible. Various charting systems are acceptable if they enable nurses to meet this practice standard.
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Use client quotes to illustrate objective observations. Avoid labelling clients or drawing subjective conclusions.
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Some organizations may use charting by exception. This method of charting includes standards of care, clinical protocols, and assessment parameters. It does not refer to charting only when something happens. When charting by exception, apply the principles set out in this practice standard along with any applicable organizational policies, procedures, or restrictions.
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Delays in documentation may affect the continuity of care and the nurse’s ability to remember details about events, and may increase the possibility of error.
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If you make a documentation error, follow organizational policy, procedures or restrictions to correct it, but never modify or delete information that is recorded in the client record.
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It is the nurse’s responsibility to complete documentation when they provide care. Plan your work day to allow time for documentation. If you are unable to document as you provide care due to other work commitments, bring this to your employer’s attention. If extensive time has elapsed between entries, seek guidance before documenting additional notes.
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Initials may be used when supported by organizational policies, procedures, or restrictions (e.g., signing medication administration records).
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Review the BCCNM practice standard Appropriate Use of Title so that you are clear on how to use your title when documenting the care or services you provide to clients.
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Understand that safety event reports are for quality improvement purposes. Follow your organization’s documentation policies, procedures, or restrictions when reporting safety events.
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Nurses have a role in safeguarding the privacy, security and confidentiality of client records. Nurses assist clients with the process of accessing information on their client record, in accordance with relevant legislation and organization policies, procedures, or restrictions. Refer also to the Privacy & Confidentiality practice standard and Part 8 of the
BCCNM Bylaws.
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Ensure that the client records are retained in accordance with the Freedom of Information and Protection of Privacy Act, the Personal Information Protection Act, the federal Privacy Act, any other relevant legislation, and Part 8 of the BCCNM Bylaws.