MEPAP Course and Independent Study Course

Documentation Basics  


Also See DH Special Services Independent Study Program:
Documentation Techniques for the Activity and Recreation Professional
NCCAP approved 10.5 contact hours

Documentation : What's the Point?

The process of documentation can be a stress provoking process for many activity professionals. We know it is important, but who has the time?

Entering information about the resident or client is a responsibility many professional care givers share. It is also a privilege to be a part of the team which is involved in assessing the resident or client's needs and developing treatment plans to provide appropriate care and services.

Knowing this is important for anyone involved in the documentation process. Knowing why we document - is the first step.

Communication : It would be wonderful if we could sit down with all involved professionals and discuss resident/client care at length, on a daily basis. However, that's not possible in most cases. The medical record can be a communication link between professionals. This is a major reason why all entries should be accurate, timely and written in a professional manner.

Justification : Although the profession is guided by standards of practice, each resident/client is an individual. Sometimes interventions work and other times they do not. Documentation which chronicles interventions offered and resident/client response provide the department with justification as to why the current plan of care is in place.

Continuity of Care : Our main goal in caring for our residents/clients is to ensure quality care and services. In some cases, multiple staff care for the resident/client within a department. Documenting pertinent information, treatment plans and response to care can act as a guide for staff to follow. This prevents repeating unsuccessful efforts, maintains successful approaches and permanently records individualized information the resident/client provides upon admission.

Accountability : "If it isn't documented, it isn't done!" is a common response as to why documentation is important. There are regulatory requirements defining certain entries which is what this common perception is based upon.

What guides the documentation process?
Who makes the "rules"?

There are two supporting factors which define and direct required entries.

Legal Factors : Regulations! Health care settings are defined through Federal and State regulations. The activity professional should become familiar with the regulatory agencies that govern their facility. The regulations will clearly define which entries are required, time frames for completion and in some cases, actual content.

Professional Factors : Each profession is guided by Standards of Practice. The National Activity Professional Association, The National Therapeutic Recreation Society and the American Therapeutic Recreation Association all have written Standards of Practice. They clearly define documentation standards and content. Being affiliated with a professional organization provides access to this information which can further guide the professional in appropriate documentation content.

General Medical Record Guidelines

*Sign all entries with full name, job title, and date.

*Never use white out.
When an error is made, cross it out with one line, write "error" and initial.

*Use only approved medical abbreviations.

*Write legibly; and ensure spelling and grammar is correct.

*Use black ball point pen.

*Do not skip lines. If open lines are left,
they need to be crossed out before the next entry.

*Be accurate, concise and factual.
Stay away from generalized judgments which are vague.

*Be aware of facility policy regarding medical record
guidelines, use of forms and individual entries.

Main Tip Page

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