Collaborating
to Resolve Practice
Problems

Documenting Problems:
Recording Data

Learning from CRNBC's Standards

Documenting Evidence: Procedure
Documentation is defined as a process of substantiating your experience of a professional practice problem. You will consider two forms of documentation when recording the data that pertains to your problem:

  • electronic documentation.
  • paper documentation.

Documenting a professional practice problem
Clearly and concisely document your communication. Keep a record of all correspondence.

  • Treat all documentation as confidential.
  • Use a workplace letter, memo or workplace form and send in a secure manner. Also see Tool #3.
  • Include your manager's name and title in this formal communication.
  • Start with a general opening statement such as: "This is a follow up to our discussion of..."
  • Describe the problem: date, time, place, who was involved (use initials for names), what happened, how it affected clients, what specific Standards were reviewed and referenced.
  • Include possible solutions.
  • Ask for confirmation that the correspondence has been received and request a response by a specific date, allowing a reasonable amount of time for progress to occur.