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Documentation Guidelines Module

 

“The strokes of the pen need deliberation as much as the sword needs swiftness”

Julia Ward Howe

 

           The traditional practice of having students use the patient’s chart to record their findings is beneficial in two ways: (i) It allows the preceptor to evaluate the student’s documentation skills, and (ii) It reduces the amount of time a preceptor spends on paperwork. However, the Health Care Financing Administration (HCFA) maintains that documentation by anyone other than the physician is insufficient evidence that the physician actually provide the services for which the patient was billed. In short, physicians must personally document all key aspects of a patient’s visit regardless of whether a student has already recorded the same information. Although the HCFA regulations apply only to Medicare and Medicaid patients they may apply to other insurance carriers in the event of a government review of practice records. So what approach should be taken in regard to student documentation? The following are some suggestions:  

1. Consistency - To maintain consistent documentation apply the HCFA regulations to all insurance carriers. Although certain carriers allow some level of student documentation it is easier and less confusing to have your student follow one set of regulations: (i) Students should not document within patient's charts, and (ii) Document everything yourself.

2. Physician Role - Personally document every patient encounter just as you would in the absence of a student.  

3. Student Role - Have your student record the patient information in a small notebook or on the SOAP forms provided HERE. This practice is beneficial in 2 ways: (i) It allows you to review the student’s documentation skills, and (ii) Because all the student’s SOAP notes are compiled in one source (instead of dispersed within individual charts) you can determine to what degree their documentation skills have improved throughout the month.

 

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