PATIENT CARE SERVICES POLICY & PROCEDURE Title: Orders for Medical Treatment Section: Provision of Care, Treatment, & Services Dept of Origin: Patient Care Services & Pharmacy Department Effective Date: June 26, 2003 Last Review / Revision Date: 7/2/2012 Network CMO Signature: Donald Denmark CNO Signature: Deb Finch CSJ, Martha Gerganoff CSM, Deb Knapheide CHCH, Sue Gold CHVI I. POLICY STATEMENT • Only authorized individuals that have been granted clinical privileges by Carondelet Health Network (CHN) may write orders for medical treatment including medication orders. In the case of non-physicians (Allied Health Professionals), prescribing/administration privileges depend on licensure and privileges granted by the professional staff, and on Arizona State regulations. • Consulting physicians without professional staff privileges at CHN are not permitted to write/ give orders or administer medication. • Orders for treatment including medication orders are carried out by appropriately licensed associates. Treatment orders may be delegated to non licensed associates within their scope of practice. • It is not acceptable for physicians or licensed independent practitioners to text orders for patients to the hospital or other healthcare setting. This method provides no ability to verify the identity of the person sending the text and there is no way to keep the original message as validation of what is entered into the medical record. • Medical, nursing, and other applicable professional staff will be educated on the conditions and criteria for the use of nurse initiated orders and the individual responsibilities associated with their initiation and execution. II. PURPOSE This policy establishes guidelines for the management of orders for medical treatment at CHN facilities. III. DEFINITIONS Pre-Printed Orders: selected medical directives to be implemented in specific patient care situations. Requires an order from a licensed Independent Practitioner to initiate. Pre- Printed Orders and protocols are designed through an interdisciplinary process involving physicians, clinicians and ancillary personnel with a vested interested in the process and delivery of patient care for which they are intended. Telephone Orders: Medical patient care directives dictated over the phone to a licensed associate when the Licensed Independent Practitioner is not physically present. Verbal Orders: Oral medical patient care directives taken when the physician is physically present but is unable to write orders. Acknowledgement: The physician’s agreement that the initiation of the order set is appropriate for a specific patient. Acknowledgement may occur via telephone, or in person, and is treated as a telephone order or verbal order. Authentication: The date, time and legal signature of the ordering physician Orders for Medical Treatment Page 1 of 8 Nurse Initiated Orders: An order set that may be implemented by an RN prior to obtaining the order from the physician that is responsible for the care of the patient. The conditions for initiation by a nurse are as follows: • if the timing of obtaining the order to initiate would be a barrier to effective emergency response • if the timing of obtaining the order to initiate would be a barrier to timely and necessary care • if the timing of obtaining the order to initiate would be a barrier to other patient safety advances. Nurse initiated orders are approved for use in the Emergency Center, Labor and Delivery, and Wound Care Departments. They are developed through an interdisciplinary process involving physicians, clinicians and ancillary personnel with a vested interest in the process and delivery of patient care for which they are intended. Approval by the Medical Executive Committee and Chief Nursing Officer Council is required. Approval by Pharmacy and Therapeutics committee is only required if medications are involved. The Registered Nurse initiating the order must sign, time, and date the Pre printed order or protocol at the time of initiation, and must notify the physician and receive acknowledgement within eight hours of initiation by either a telephone order or verbal order. Acknowledgement by the physician must occur prior to patient discharge or transfer to a different level of care. Authentication of the initiated order will occur within 48 hours as defined by the Medical Staff. Monitoring of nurse initiated orders will include: • Selection and implementation of the appropriate Pre Printed Order / protocol • Timely acknowledgement and authentication by the physician / Licensed Independent Practitioner Modifications, revisions, corrections, and updates to nurse initiated orders will follow the Network’s process for making changes to a protocol or pre printed order. Education to medical and nursing staff regarding nurse initiated orders will occur by way of review of this policy. Noting Orders: Written acknowledgement by licensed associates that orders have been reviewed for accuracy and appropriateness prior to implementation of orders. Non-Hospital Setting: Off CHN campus – clinics, community-based programs that provide direct care, CHN skilled nursing facility. IV. ROLES AND RESPONSIBILITIES A. Registered Nurse (RN): • Notes written orders, and accepts verbal, telephone, electronic, and faxed patient care / treatment orders. The RN taking a telephone or verbal order will write down the order and then read it back verbatim to the practitioner who initiated it. The practitioner will then verbally confirm that the order is accurate. • Reviews all orders for the accuracy of transcription and begins the process of implementation. • Performs a chart review of orders received during the previous 24 hour period at least daily to ensure that these orders have been accurately transcribed and implemented. • Is responsible for supervising the LPN to assure that orders are carried out accurately and in a safe manner. B. Licensed Practical Nurse (LPN): Acute Care setting: • The Licensed Practical Nurse may note written orders, and may accept verbal, telephone, electronic, and faxed orders. The LPN taking a telephone or verbal order will write down the order and then read it back verbatim to the practitioner who initiated it. The practitioner will then verbally confirm that the order is accurate. Orders for Medical Treatment Page 2 of 8 • • Reviews all orders for the accuracy of transcription and begins the process of implementation. Orders received or noted by an LPN will be reviewed and countersigned by the supervising registered nurse prior to implementation. Non-Hospital settings: • The Licensed Practical Nurse may take handwritten, verbal, telephone, electronic orders and orders faxed to nursing units. Orders, in the non-hospital setting do not require a registered nurse counter–signature before implementation. • It is ultimately the responsibility of the supervising RN to assure that the LPN accepting orders and carrying out such does so in a safe and correct manner. • The LPN taking a telephone or verbal order will write down the order and then read it back verbatim to the practitioner who initiated it. The practitioner will then verbally confirm that the order is correct. C. Pharmacist: • The Pharmacist may write medication orders taken as a directive from an authorized prescriber. • The Pharmacist taking a telephone or verbal order will write down the order and then read it back verbatim to the practitioner who initiated it. • The practitioner will then verbally confirm that the order is correct. • The Pharmacist may also write orders pursuant to a physician consult or drug therapy management protocol or guideline approved through the Medical Executive Committee. D. Respiratory Therapist : The Respiratory Therapist may accept verbal and telephone respiratory therapy orders, and implements the treatments as ordered and per established protocol. E. Medical Imaging Licensed Personnel May accept verbal and telephone orders related to imaging procedures and carries out the procedures as ordered and according to established protocol. F. Registered Dieticians: • Registered Dieticians may accept verbal and telephone orders for dietary / nutritional therapy. • The Registered Dietician taking the order will write down the order and then read it back verbatim to the practitioner who initiated it. • The practitioner will then verbally confirm that the order is correct. G. Other Licensed Personnel Other licensed clinical personnel may accept verbal and telephone orders and implement the treatments as ordered within their scope of practice. H. Clerical personnel: • Clerical personnel may NOT accept telephone or verbal orders. Hospital setting: • Clerical staff may transcribe written orders onto a kardex. The nurse is responsible for reviewing the transcribed orders to ensure accuracy. Non-Hospital setting: • Orders transcribed by clerical personnel shall be reviewed and countersigned by either a registered or licensed practical nurse. V. PROCEDURE 1. All orders for medical treatment shall: • be in writing in the patient record. • include the date, time of the order, and signature of the ordering practitioner • be written clearly, legibly and completely using only approved abbreviations. • be noted / signed off by appropriately licensed associates. Orders for Medical Treatment Page 3 of 8 2. Orders, that are illegible, improperly written, conditional, or ambiguous, will not be carried out until rewritten or clarified by the ordering practitioner. . 3. All orders dictated over the telephone or given as a verbal order, shall be written in the medical record by a licensed associate, and must include the date and time received, the signature of the licensed associate that received the order (including full first and last name), and the full first and last name of the licensed practitioner that gave the order. 4. Personnel authorized to accept verbal or telephone orders will write down the order and then read it back verbatim to the practitioner who initiated it. The practitioner will then verbally confirm that the order is accurate. 5. Verbal orders, if used, must be used infrequently. Verbal orders should only be used to meet the care needs of the patient when it is impossible or impractical for the ordering practitioner to write the order without delaying treatment. Verbal orders are not to be used for the convenience of the ordering physician. o Verbal orders will not be accepted if the physician is physically present on the patient care unit at the time the order is given EXCEPT in emergency situations. Verbal/Telephone Orders will be signed by the prescribing practitioner according to the following parameters (whichever occurs first): • The next time care is provided, the patient is assessed, or information is documented in the patient’s medical record. • Within 48 hours of when the order was given. EXCEPTION: Verbal orders for restraints or seclusion shall be signed, dated and timed by the responsible professional staff member by the next visit, (not to exceed 24 hours) • Within two (2) business days for outpatient services. 6. STAT orders are those that are deemed emergent by the Practitioner based on the medical condition of the patient. The following guidelines are utilized by Imaging, Pharmacy, Laboratory, and Respiratory Therapy to define the expected turn-around time for a STAT: • Imaging o Procedures written as STAT are prioritized in the order the STAT requisition is received by the Imaging Department. The expected time from when the requisition is received to when the image is conducted is 30 minutes based on patient availability and completion of exam pharmaceutical prep. Once the exam is completed, the turnaround time for the Radiologist to read the exam is 60 minutes from transmission to group’s PACS. • Pharmacy o STAT—Medications dispensed 15 minutes from time Pharmacy notified (Medications requiring preparation time may be dispensed outside this timeframe) o NOW—Medications dispensed 60 minutes from time Pharmacy notified • Laboratory o Blood Bank—STAT Units available within one hour from the time the sample is received in Blood Bank. o Other Lab Tests—STAT tests are reported within 60 minutes of the receipt in Lab. • Respiratory Therapy o Respond/acknowledge STAT requests within 10 minutes. Results and documentation vary depending on the request. The order in which STAT requests are prioritized is code arrests, rapid response calls, Critical Care areas, Emergency Centers, and General Patient care area MEDICATION ORDERS 1. Only medications needed to treat the patient’s condition are ordered. Each medication order must have a diagnosis, condition, or indication-for-use documented somewhere in the patient’s medical record. 2. Medication orders are written clearly and transcribed accurately. Orders for Medical Treatment Page 4 of 8 3. Medication orders will contain complete and full information, including patients first and last name, date and time written, the medication name, strength, route of administration, administration times or dosing interval, legible signature, and any other pertinent information. If a dosing interval is not specified, the order will be interpreted as a one time order. 4. IV solution orders should contain the IV solution, volume, all additives and amounts and the rate of infusion. 5. In the case of emergent verbal medication orders, there must be a mutual understanding between the Physician and the RN or other licensed personnel acting within the scope of their practice of the right patient, right drug, right dose, right route, and right time to be administered. The RN/licensed personnel will “repeat back” the order(s) completely and the Physician will then verbally confirm that the order is correct and complete prior to implementation. 6. Medications may be ordered using generic or trade names. Using both the generic and trade name should be considered for high-risk medications or for medications with lookalike or sound-alike names. Pre-printed orders will always contain the generic name and will generally also contain the most common trade name in parentheses. 7. The Pharmacist will clarify incomplete orders with the physician. 8. On admission, the attending physician is responsible for reviewing the patient’s home medication therapy and for providing complete and full medication orders (written or verbal). Orders such as “continue medications as at home” or other blanket type orders that do not list individual medications are not acceptable. 9. The metric system is encouraged when prescribing or reordering medication orders. 10. Use only approved abbreviations on medication orders. See “Unacceptable Abbreviations” poster available on i-connect. 11. All PRN medication orders are required to contain an indication for use or special instructions for use (i.e., pain, constipation, blood pressure parameters, pain parameters etc). This also satisfies the requirement to document the diagnosis, condition, or indicationfor-use for each medication order somewhere in the patient’s medical record. 12. The organization recognizes the following order types and the listed required elements for each order type: PRN Orders: Medication name, Strength, Route, Frequency. (Indication for use or specific parameters for use are required). Standing Orders /Protocol Orders: Standing or protocol orders will be accepted as approved through the Medical Staff. Hold Orders: Hold orders without specific parameters will be discontinued. Resume Orders: Resume orders are accepted provided they contain the medication name, dose, route, and frequency of administration. Automatic Stop orders: Physicians may write for a specific time frame for any orders (i.e., continue for 10 days or for 4 doses etc). Generally, automatic stop dates are not used for any specific medications or medication classes with the exception of ketoraolac (Toradol) injection and tablets and any other automatic stop dates designated by individual institutions. Titrating Orders: Titrating orders are accepted and require that the physician specify a parameter for titrating the dose (e.g. titrate to systolic blood pressure greater than 100) Wean Orders: Weaning orders are accepted and will follow the same parameters as the titration orders. Taper Doses: Taper doses are accepted providing that the doses are specified and the taper schedule is specific and clear. Range Orders: See Medication Range Order Policy & Procedure. Orders for Compounded/Admixed Medications: Orders for compounded/admixed medications not commercially available are accepted provided they contain the medication name(s), Strengths, Diluents or volume (if applicable). Orders for Medication Related Medical Devices: Orders for medication related medical devices are accepted provided they are normally stocked in the hospital. Orders for Medical Treatment Page 5 of 8 Orders for Investigational Medications: See Investigational Drugs or Human Subjects Committee Policy & Procedure. Orders for Herbal Products: See Herbal Medication Policy & Procedure. Orders for Medications at Discharge: A Discharge Prescription Form can be printed from the hospital’s computer system. Prescriptions for controlled substances must be written on a separate prescription. Verbal or Telephone Orders: Refer to this policy. Pre-Printed Medication Orders: See Hospital Provided Pre-Printed Doctor’s Orders Policy & Procedure 13. Pediatric Weight Based Dosing: See Guidelines for Writing Weight Based Pediatric Medication Orders Policy and Procedure. 14. In the event a medication order requires changes, deletions or additions the entire order must be rewritten. 15. Medication orders will be reviewed and entered into the pharmacy computer system using standard administration times as established by pharmacy and nursing. 16. Vague directions (e.g. “Take as Directed”) should be avoided. Directions should be explicitly stated. 17. Medication orders will be suspended when patients transfer from one level of care to another (i.e. ICU to Med/Surg) or undergoes a surgical procedure. To reorder suspended medications, a medication Reorder Form must be printed by the physician or nursing personnel. The physician must review medications listed on the Medication Reorder Form and check the renew or discontinue column for each medication; sign, date and time this form. If the physician is not available, the patient’s nurse may review each medication order or the Medication Reorder Form with the physician and follow the verbal order process. Orders to “continue same medications,” “resume pre-op medications” or other blanket orders will not be accepted. 18. All order sets and protocols are subject to regular reviews and updates consistent with CHN protocol for review of order sets and clinical protocols. VI. SPECIAL CONSIDERATIONS Students Students may not independently note or implement patient care orders. All orders for treatment and procedures are to be countersigned by and implemented under the supervision of appropriately licensed associates. Read Back in Emergency Situations • In certain situations, such as cardiopulmonary arrest or an extreme emergent patient condition, it may not be feasible to write the order for a formal “read back” of orders. In such cases the RN or other licensed personnel acting within the scope of their practice will “repeat back” the order(s) completely and the Physician will then verbally confirm that the order is correct and complete prior to implementation. The RN will write the order as soon as possible after the emergency. Clarification of Orders • If clarification is needed, all pertinent information and questions should be directed to the physician writing / initiating the order. • If questions remain after consulting with the physician, the Unit Manager/Clinical Nursing Supervisor should be contacted to assist in resolution. • If no resolution is obtained, the Chain of Command Policy should be followed. Outpatient Orders from Non-Credentialed Prescribers • Outpatient orders given by a non-credentialed prescriber must be clarified and reordered by a credentialed prescriber. The complexity and length of outpatient orders result in a high risk for transcription error. It is therefore acceptable to read the order to the clarifying credentialed prescriber but not re-write it. The documentation for the telephone order read back may be documented at the end of the original order written by the non-credentialed prescriber. Orders for Medical Treatment Page 6 of 8 Do Not Resuscitate Telephone Orders • “Do Not Resuscitate” telephone orders must be witnessed by two nurses. Withdrawal of Life Support Orders • Verbal orders to a nurse for withdrawal of life support will NOT be accepted. • Telephone orders for the withdrawal of life support IS acceptable but must be witnessed and noted by two RNs, and countersigned by the physician within 24 hours. VII. DOCUMENTATION 1. Noting orders should include date, time, and the signature and title of nurse noting the order. 2. 24-hour order checks should include time span checked, date, time, and signature/title of nurse. 3. Verbal or Telephone orders should include date, time and type of order (verbal or telephone). The first and last name of ordering physician and the signature and title of the individual taking the order should be included. 4. Nurse Initiated orders will include the date, time, and signature of the initiating RN, the date, time, and name of the acknowledging physician / LIP VIII. REFERENCES • Arizona State Board of Nursing. (2009). Advisory Opinion: Orders: Accepting, Transcribing, Reviewing Orders. Accessed 11/11/09 at http://www.azbn.gov/documents/advisory_opinion/AO%20ORDERSACCEPTING%20TRANSCRIBING%20REVIEWING%20ORDERS%202009.pdf • Arizona Revised Statues. Title 32: Professions and Occupations. Chapter 15: Nursing. Article 1: nursing. 1601: Definitions. Accessed 11/13/09 at http://www.azleg.state.az.us/FormatDocument.asp?inDoc=/ars/32/01601.htm&Title=32&DocT ype=ARS • Arizona Department of Health Services. (2002). Rule R-9-10-215.D: Health Services, Healthcare Institutions Licensing, Anesthesia Services. Accessed 11/13/09 at http://www.azsos.gov/public_services/title_09/9-10.htm. • Arizona Administrative Code. (1995). Rule R4-19-402.B: Scope of Practice for a Professional Nurse. Accessed 11/13/09 at http://www.azsos.gov/public_services/Title_04/419.htm#ARTICLE%204.%20REGULATION • Centers for Medicare & Medicaid Services, Department of Health & Human Services. (2008). Memorandum Summary: Hospitals – Revised Interpretive Guidelines for Hospital Conditions of Participation: Requirements for History and Physical Examinations; Authentication of Verbal Orders; Securing Medications; and Post-anesthesia Evaluations Final Rule. Accessed on 10/23/09 at http://www.cms.hhs.gov/surveycertificationgeninfo/downloads/SCLetter0812.pdf. • Centers for Medicare & Medicaid Services, Department of Health & Human Services. (2008, October 24). Memorandum Summary: “Standing Orders” in Hospitals - Revision to S&C Memoranda, accessed on January 19, 2012 at https://www.cms.gov/SurveyCertificationGenInfo/downloads/SCLetter09-10.pdf • Centers for Medicare & Medicaid Services, Department of Health & Human Services. (2011, October 24). Federal Register / Vol. 76, No. 205/Monday, October 24, 2011/Proposed Rules, accessed on January 19, 2012 at https://www.cms.gov/CFCsAndCoPs/Downloads/CMS3244P.pdf Orders for Medical Treatment Page 7 of 8 IX. APPROVALS Committee/Department CHN Pharmacy & Therapeutics Medical Executive Committee - CSM Medical Executive Committee- CSJ Medical Executive Committee - CHC Medical Executive Committee - CHVI Patient Care Services Policy & Procedure Committee Network Nursing Leadership Council Orders for Medical Treatment Page 8 of 8 7th Review 4/09/10 4/22/10 4/22/10 4/22/10 5/14/10 5/13/10 8th Review 01/07/11 1/27/11 1/27/11 1/20/11 1/26/11 1/13/11 4/23/12 6/25/12 9th Review 5/06/11 5/19/11 5/19/11 5/26/11 5/25/11 6/09/11 10th Review 3/2/12 4/26/12 4/26/12 4/26/12 4/25/12 5/11/12 11th Review 6/13/12(e) 6/28/12 6/28/12 6/28/12 6/27/12 7/02/12 12th Review