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OVERVIEW OF ESSENTIAL CHARTING ELEMENTS FOR UNM PEDIATRIC ED * ALL CHARTING NEEDS TO BE FINISHED AT THE END OF YOUR SHIFT PRIOR TO LEAVING THE ED IF YOU HAVE ANY QUESTIONS, ASK FOR HELP! All of the following sections must be addressed for a note to be considered complete Minimum: 1. Date & time you entered the room 2. ED Attending 3. Your name (ED Resident, ED NP/PA, or other) 4. History limitations (e.g. language barrier,age, etc.) BEST charts include: “History Source” (who else was in the room – be sure to include the interpreter!) “Arrival mode” (e.g. ambulance, walking,etc.) Good charting habit: If any language other than English is documented on the chart, you should ask if they want an interpreter. If they say no, add “declined interpretation services” here. Or if you are fluent and used any language other than English add that information here. BASIC INFORMATION HISTORY OF PRESENT ILLNESS Minimum: 1. Please free text the HPI. (Click Use Free Text or type under Notes.) 2. Please also select 4 or more individual HPI elements . While redundant, coders frequently miss elements in a free text HPI, but clicking elements alone makes the HPI unreadable. Please do both! When the history is unobtainable, the reason why and any attempts to obtain it from a source other than the patient should be documented. REVIEW OF SYSTEMS Minimum: 1. Click on pertinent elements for a review of systems or free text in “other” fields as appropriate. 2. Click “All systems otherwise negative”. BEST charts: Level 4 charting needs 2-9 systems Level 5 charting needs 10 or more (asking “anything else” counts!) You may also use the macro by clicking on the blue M by Review of Systems. HEALTH STATUS Minimum: 1. Allergies (NKDA works) 2. Medication list (you can also use “Launch Meds List” but ask the family for medication changes in complex patients) 3. Immunizations BEST charts: Beware that this paragraph is usually collapsed because Cerner auto-imports this data. Click on “Show Structure(where “Hide Structure” is above) to expand this area to clean up the imported data. Good charting habit: “Unable to obtain” is only appropriate during a resuscitation. If the child cannot talk, get the ROS from the parents. Crafted by: Sara Skarbek MD Natasha James MD David Jolley MD

Essential Charting Elements PEM - Emergency medicineBe sure to use the Powernote, instead of the Urgent Care template to capture all of the elements needed for charting! Right click

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Page 1: Essential Charting Elements PEM - Emergency medicineBe sure to use the Powernote, instead of the Urgent Care template to capture all of the elements needed for charting! Right click

OVERVIEWOFESSENTIALCHARTINGELEMENTSFORUNMPEDIATRICED*

ALL CHARTING NEEDS TO BE FINISHED AT THE END OF YOUR SHIFT PRIOR TO LEAVING THE EDIF YOU HAVE ANY QUESTIONS, ASK FOR HELP!

Allofthefollowingsectionsmustbeaddressedforanotetobeconsidered complete

Minimum:1. Date&timeyouenteredtheroom2. EDAttending3. Yourname(EDResident,EDNP/PA,orother)4. Historylimitations(e.g.languagebarrier,age,etc.)

BEST chartsinclude:• “HistorySource”(whoelsewasintheroom– besureto

includetheinterpreter!)• “Arrivalmode”(e.g.ambulance,walking,etc.)

Goodcharting habit:IfanylanguageotherthanEnglishisdocumented onthechart,youshould askiftheywantaninterpreter. Iftheysayno,add“declined interpretation services” here.

Orifyouarefluent andusedanylanguageother thanEnglishaddthatinformation here.

BASIC INFORMATION

HISTORY OF PRESENT ILLNESS

Minimum:1. Pleasefreetext theHPI.(ClickUseFreeText ortype

underNotes.)2. Pleasealsoselect4ormoreindividualHPIelements.

• Whileredundant,codersfrequentlymisselementsinafreetextHPI,butclickingelementsalonemakestheHPIunreadable.Pleasedoboth!

• Whenthehistoryisunobtainable,thereasonwhyandanyattemptstoobtainitfromasourceotherthanthepatientshouldbedocumented.

REVIEW OF SYSTEMS

Minimum:1. Clickonpertinentelementsforareview ofsystemsor

freetextin“other”fieldsasappropriate.2. Click“Allsystemsotherwisenegative”.

BEST charts:• Level4chartingneeds2-9systems• Level5chartingneeds10ormore(asking“anythingelse”

counts!)• YoumayalsousethemacrobyclickingontheblueMby

ReviewofSystems.

HEALTH STATUS

Minimum:1. Allergies(NKDAworks)2. Medication list(youcanalsouse“LaunchMedsList”but

askthefamilyformedicationchangesincomplexpatients)

3. Immunizations

BEST charts:• Bewarethatthisparagraphisusuallycollapsedbecause

Cernerauto-importsthisdata.Clickon“ShowStructure”(where“HideStructure”isabove)toexpandthisareatocleanuptheimporteddata.

Goodcharting habit:“Unable toobtain” isonly appropriate duringaresuscitation.Ifthechildcannottalk, gettheROSfromtheparents.

Crafted by:SaraSkarbek MDNatashaJamesMDDavidJolleyMD

Page 2: Essential Charting Elements PEM - Emergency medicineBe sure to use the Powernote, instead of the Urgent Care template to capture all of the elements needed for charting! Right click

Minimum:1. MedicalHistory(e.g. “nohospitalizations”)2. SurgicalHistory(e.g.“nosurgeries,”or“appendectomy”)3. FamilyHistory(e.g.“non-contributoryornoasthma”)4. SocialHistory (e.g.“livesinCuba,NM”)

BEST charts:• Bewarethatthisparagraphisusuallycollapsed.Besureto

clickon“ShowStructure”(where“HideStructure”isabove)toexpandthisareatocleanuptheimporteddata.

• YoumayalsousethemacrobyclickingontheblueMbyPast Medical/Family/SocialHistory.

PAST MEDICAL/FAMILY/SOCIAL HISTORY

PHYSICAL EXAM

Minimum:1. “Include VSfromflowsheet”andimportthetriagevital

signs.2. “IncludeO2satfromflowsheet”andimportthetriage

oxygensaturation.3. Atleast1elementforeachorgansystem.(Youmust

have8organsystems,whichareGen,Eyes,ENT,CV,Resp,GI,GU,MSK,Skin,Neuro,Psych,andLymph).

BEST charts:• NEVERusevitalsigns“Pernursesnotes.”• YoumayalsousethemacrobyclickingontheblueMby

PhysicalExamination.• Thisalsomeansyouneedtoperformatleast8physical

exammaneuvers!

MEDICAL DECISION MAKING

Minimum:1. Differentialdiagnosis:Clickonappropriateelements,addingthosenotlistedunder“other”2. Rationale:Freetextthereasonforyourplan.Whatareyouthinking?Whyareyoutestingornottesting?Whatdifferential

diagnosesareruledoutbasedonthehistoryandexamalone?Whyisthepatientsafefordischarge?3. Documents reviewed:IfyouspokewithEMS,lookedatnursingnotes,orhadrecordsfromanotherED,documentithere.You

mustincludethedateofthenotesyoureviewed,thesource,andasummaryofyourfindings.4. Orders:Use“LaunchOrderProfile”andincludetheordersenteredbyyouorotherEDproviders.Caution:Onlyincludeorders

bytheEDteamifthepatienthasbeenadmitted.Youmayhavetore-launchthisatdischargeoradmissiontoincludeallIVmedicationsgiven!Makesurethemedicationssaycompleted.

5. Resultsreview: Click “Lab results”toimportanylabsperformed.Seebelowonwheretointerpretthem.6. Insertradiologystudies.Clickon“Other”intheRadiologyresultssentenceandtype“=edradlast2days”inthepop-upbox.You

willhavetocleanitupabitbutthisisaloteasierthancopying/pasting.Seebelowonwheretointerpretthem.7. EKG:IncludeEKGfindingsifobtained.YoumayalsousethemacrobyclickingontheblueM.

Goodcharting habit:Thissmallsection isthe“meat”ofthenote! Puttimeandthoughtintoit!

Goodcharting habit:Lookatandinterpret allradiologic studiesobtained.

Include BOTHyour interpretation ANDtheradiology read!

Afterimporting labs,interpret them.Youshouldinterpret abnormal labsunder“Abnormal results”.

Radiology readhere(underOther) Yourreadhere(underEPinterp)ORusingthemacronexttothestudy(e.g.CXR)

Youonlyneedtoputtheinterpretation foronestudyiftherearemultiplestudiesresulted.

Page 3: Essential Charting Elements PEM - Emergency medicineBe sure to use the Powernote, instead of the Urgent Care template to capture all of the elements needed for charting! Right click

Minimum:1. Fordiagnosis,click“Other.”Free-textyoursuspected

diagnosis.Ifyoudon’tknowwhattoput,asktheattending!

2. Anyconsultsyouspokewith.Includethetimeandthegeneraldiscussionyouhadwiththem.

BEST charts:• Thenameofthespecialistyouspokewithandtheir

position(e.g.residentorfellow).

IMPRESSION

DISCHARGE PLAN

Minimum:1. Includethetimeofdischarge/admission.Includea

disposition(e.g.“home”ifdischarginghome,“Inpt”ifadmittedtopediatrics,“Surgery”ifadmittedtosurgery,or“Obs”ifadmittedtotheobservationunit).

2. Use“PrescriptionWriter”foranyprescriptions,orfreetextthescriptyouwrote.“Rxprovided”isnotsufficient.

3. Use“Pt.education”(seetipsonnextpage).4. Include“Follow-up”(e.g.“seePCP in2-3days”).Ata

minimum includef/uwithPCPin1weekasneeded.

BEST chartsinclude:• Add“Condition”• Includea“Reasonfordelay”underDispositionif

indicated.• Include“Dispositionedby”andputyournamehereAND

include“Supervisionprovidedby”andputyourattending’snamehere.

• Ifyousignthepatientout,use“Ptcaretransitionedto”insteadandputtheresident’snamewhoistakingover.

REEXAMINATION

Anytimeyougobackintoapatientroomorwaitedforaconditionchange,youcaninsertthetimeyourecheckedthepatientandyourassessment.Thisisgreatfor“Patienttoleratedliquidsbymouth”forkidswhocomeinwithvomitingorfordocumenting newvitalsigns.Thisalsoisagreatspottoaddyourexamaftertakingovercareaftersign-out.

ADDITIONALHELPFULCERNERCHARTINGTIPS!

REEXAMINATION: Repeat

Ifyoureexaminethepatientmorethanonce,youcanrepeatthisfield.Justrightclickon“Reexam/Reeval (rpt)”andthe abovedrop-downbox appears.Clickon“Repeat”andasecondboxwillappearbelowthefirst.

Ifsomeone elseputinare-examinationbeforeyoucouldchartyoursorifyouneedtoreorderthereexaminationsyoucanusethesamedrop-downboxtomoveyourReexaminationupordownusing“Moveup”or“Movedown”toreorderthem.

REEXAMINATION: Move-up or Move-down

WordstoAvoid Alternatives

LETHARGIC(unless youareplanning onanLP)

Somnolent,decreasedactivity, sleepy,drowsy

IRRITABLE Fussy,crying

OBSERVE Monitor(suggestsaction)

BesuretousethePowernote, insteadoftheUrgentCaretemplatetocapturealloftheelementsneededforcharting!

Page 4: Essential Charting Elements PEM - Emergency medicineBe sure to use the Powernote, instead of the Urgent Care template to capture all of the elements needed for charting! Right click

Right clickon“Procedures”anduse“Insertsentence…”tolocatetemplatesforcommonprocedures (e.g.lacerationrepair,proceduralsedation,etc.).Ifthereisnotemplatefree-textitintheprovidedbox.• Besuretoincludethenameofthepersonperformingthe

procedure!• Remember thatproceduresdonebynursingandtechscount

such ascerumenremovalandsplintapplications.• Besuretoincludeareexaminationnoteafterallprocedures.

PROCEDURES

RULES

Rightclickon“MedicalDecisionMaking”andclickon“Insert sentence…”toaddadecisionrule.Wereallyonlyhaveoneforclosedheadinjury,butlookformoreinthefuture!

Thenextboxwillappear.Clickthedoubledownarroworscrolltothebottomtofind“Rules.”Clickon“Rules”andthenon“PECARN.”Thiswillinserttherowbelowwhereyoucaneasilyinsertprewrittenexplanations.

PATIENT EDUCATION

IntheDISCHARGE PLANsectionfillouthomecareinstructions(under“patienteducation”)foralldischargedpatients.Thequalityisvariablebutyourattendingsorfellowscanshowyouwheretofindgoodones.Usethesearchboxtofindappropriatehomecareinstructions(besuretheALLbuttonisselected).Theabovesearchisfor“fever.”Doubleclickonthedesiredform.

Thiswill droptheinstructionsintothefieldontheleft.Youcanmodifyanythingintheinstructions.Anexampleis:“DavewasseenforX.HehasY.Pleasedo[insertinstructionsfortreatment].Pleaseseehisregulardoctorin[insertatime].Ifhehas[conditionstoreturn]orifyouhaveanyotherconcernspleaseseeadoctororreturntotheemergencydepartment.”

IFTHEPATIENTWASSEDATED:THISSECTIONMUSTINCLUDEPROCEDURAL SEDATIONDISCHARGEINSTRUCTIONS

Goodcharting habit:Youcaninclude amapandphonenumbertooutpatient clinics byenteringtheclinicname(or“custom”)inthesearchbox.

Page 5: Essential Charting Elements PEM - Emergency medicineBe sure to use the Powernote, instead of the Urgent Care template to capture all of the elements needed for charting! Right click

Tomakethisstepeasyit isbesttocompletetheImpressionandDischargePlaninthenotebeforethisstep.Whenthepatientisreadytogohome,clickon“Depart”forthefollowingscreen.

PATIENT DISCHARGE

Clickonthepenciliconsnexttothefouritemslistedontheleft:“MedRec/Prescriptions,”“PatientEducation,”“AppointmentReferral,”and“ReadyforDischarge.”IfyouhavefinishedtheImpressionandDischargePlaninthenote,thePatientEducationboxwillalreadybedone!

ThepenciliconnexttoMedRec/Prescriptionsistocompleteamedicationreconciliation(dothisforalldischarges)ThepenciliconnexttoPatientEducationistocompletehomecareinstructions(seepriortip)ThepenciliconnexttoAppointmentReferralisrecommendedforreferrals(seenexttip)

Besuretoincludeanupdatedpatientphonenumberonthereferralpage!ThepenciliconnexttoReadyforDischargeputsthedischargeorderin.

Clickthebox“Patientgiveneducationmaterialfromthechart”ontheleft,Print,andthenSign.Attachtheprintedhomecareinstructionstothephysicalchart.Askwheretoputthecharttocommunicatewithnursingthatthepatientisreadytogo!

PATIENT REFERRAL

TheAdHoc buttoncanalsobeusedforpatientreferralbutisnotpreferredastherearefeweroptions.

Clicking onthepenciliconforAppointmentReferralwillbringupthePowerOrdersMenu.ClickonEDAppointmentsandReferralstobringupthiscareset.

Scroll tothebottomtofindthePediatricSpecialtyCare(notshownbelow).Selecttheappropriateclinicandfillouttheconsultform.Thissignalstotheclinicthattheyneedtocallthefamilyforanappointment.Tomakesurethepatientisnotlost tofollow-updoBOTHof thefollowing:1. Besuretoincludeanupdatedpatient/familyphonenumberontheclinicreferralpage!2. Besuretogivethefamilytheclinicinformation(seePatientEducation– earliertip)