Medical Documentation Rules

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Medical Documentation
Rules
Medical Documentation Rules
General principles
The documentation of each patient encounter
should include:
Chief complaint
 Relevant history of present illness(HPI)
 Physical examination
 Findings
 Prior diagnostic test results



Assessment, clinical impression or diagnosis.
Plan for care
Date and legible identity of the observer.
Medical Documentation Rules
General principles…
The rationale for ordering diagnostic and
other ancillary services should be easily
inferred
 Past and present diagnoses should be
accessible to the treating and/or
consulting physician
 Appropriate health risk factors should be
identified


The patient’s progress,response to and changes
in treatment, and revision of diagnosis should be
documented.
Medical Documentation Rules
general principles…
 Codes
reported on the health
insurance claim form or billing
statement should be documented in
the medical record.
 Patient’s confidentionality
 Plan for care should be recorded and
include patient teaching and
monitoring.
 Dosage and treatment schedule
Medical Documentation Rules
general principles…
 Draw
a line on mistakes, never erase
the data
 Record
counsulting:request,render,report.
Medical Documentation Rules
documentation of history
 The
levels of E/M services are based
on four types of history:
 Problem Focused
 Expanded problem focused
 Detailed
 comprehensive
Medical Documentation Rules
documentation of history…
 Each
types of history includes the
following elements:
 Chief complaint(CC)
 History of present illness(HPI):
 Past, family and/or social
history(PFSH)
 Review of systems(ROS)
Medical Documentation Rules
Chief
complaint
Medical Documentation Rules
chief complaint
 The
CC is a concise statement
describing the
symptom,problem,condition,diagnosi
s,physician recommended return,or
other factor that is the reason for the
encounter.
Medical Documentation Rules
History of present illness(HPI)
 HPI
is a chronological description of
the development of the patient’s
present illness from the first and/or
symptom or from the previous
encounter to the present. It includes
the following elements:
Medical Documentation Rules
HPI
Location
 Quality
 Severity
 Duration
 Timing
 context



Modifying factors
Associated signs
and symptoms.
Medical Documentation Rules
documentation of history
 The
levels of E/M services are based
on four types of history:
 Problem Focused
 Expanded problem focused
 Detailed
 comprehensive
Medical Documentation Rules
Past, Family and/or Social History(PFSH)
 Past:
the patients experiences with
illnesses,operations,injuries and
treatments.
 Family: review of medical events in
the family ,(hereditary or place the
patient at risk)
 Social; an age appropriate review of
the past and current activities
Documentation of Examination
 Inspection
 Palpation
 Percussion
 Auscultation
Documentation of Examination
Documentation of Examination
Documentation of Examination
Documentation of examination
 The




levels of E/M services
Problem Focused
Expanded Problem Focused
Detailed
Comprehensive
Documentation of examination

P F:A limited examination of the body area or
organ system.
Exp PF:A limited examination of the
affected body area or organ system and
other symptomatic or related organ
system(s).
 Detailed: an extended examination of the
affected body area(s) and other
symptomatic or related organ system(s).
 Com:a general multi-system examination
or complete examination of a single organ
system.

Documentation of disease coarse
 Two
methods:
1-admit note/follow-up
note/treatment note/daily note
 Progress note
 Final note
Documentation of Disease coarse
 2-SOAP
Subjective
 Objective
 Assessment
 Plan of treatment

Documentation of the complexity of
medical decision making
 The
levels of E/M services recognize
four types of medical decision
making:
Straight-forward
 Low complexity
 Moderate complexity
 High complexity

Documentation of the complexity of
medical decision making
Documentation of Medical
terminology
 1-Diagnostic
 2-Surgical
services
services
Documentation of Medical
Terminology
 Do
not use abbreviation in:
 Final examination
 Management activities
 External causes of emergencies
 Death causes
Documentation of Medical
terminology…
 It
is recommended do not use
abbreviations in:
 Discharge…(File summary sheet)
 Surgical procedures…(Operation
report sheet)
Documentation of Medical
terminology
 It
is better to use the complete term
at first it appears then use the
abbreviations for further refers.
 Clarify precisely the anatomic site
and don’t use – or + for normal or
abnormal findings.
Documentation of Medical
terminology
 Surgical
terms:
 Simple laceration
 Intermediate laceration
 Complex lacerations
Documentation of Medical
 Mention
also:
 Tools,facilities,and duration of their
usage
 Kind of incisions; undermining, take
down,lysis of adhesions( different
tariff and codes).
 Patient
position;lithotomy,dorsal,vaginal…
Documentation of Medical
terminology…
 RUQ,LUQ,RLQ,LLQ
 Right
hypochondriac
 Left hypochondriac, epigastric,right
lumbar, left lumbar,umblical,right
iliac,left iliac,hypogastric
Documentation Rules
 Document
while or just after
performance.
 Do
not ask the others to complete
your document.
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