Obtain and Document Patient Information

Allied Health
3 Oct 202004:43

Summary

TLDRThis script outlines a procedure for healthcare professionals to gather patient information using therapeutic communication techniques. It emphasizes the importance of confidentiality, respectful interaction, and accurate documentation in medical records. The process includes greeting the patient, explaining the purpose, verifying personal details, and documenting medical history, including allergies and family health issues.

Takeaways

  • πŸ˜€ Greet the patient pleasantly and introduce yourself to establish a comfortable rapport.
  • πŸ”’ Choose a quiet, private area for the interview to protect confidentiality and prevent interruptions.
  • πŸ“ Explain the purpose of collecting information to the patient, such as updating medical records.
  • πŸ‘€ Record the patient's full name, including middle initial, address, marital status, gender, age, date of birth, and contact information.
  • 🏠 Verify the accuracy of the patient's information, especially if it has been previously entered into electronic records.
  • πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Discuss the patient's family medical history, such as mentioning the father's rheumatoid arthritis, to understand genetic factors.
  • πŸ₯ Use therapeutic communication techniques like restatement, reflection, and clarification to obtain patient information.
  • πŸ€” Be sensitive to the patient's needs and be aware of personal biases to treat all patients with respect.
  • πŸ’‰ Document the patient's chief complaint, present illness, past medical history, and family and social history for accurate assessment and diagnosis.
  • 🚫 Ensure patient information is shared only with authorized healthcare team members in compliance with HIPAA regulations.
  • πŸ’» Use secure practices such as secure passwords and monitor positioning to safeguard patient information in electronic health records.

Q & A

  • What are the three therapeutic communication techniques mentioned in the script?

    -The three therapeutic communication techniques mentioned in the script are restatement, reflection, and clarification.

  • Why is it important to choose a quiet, private area for the interview when updating medical records?

    -Choosing a quiet, private area for the interview is important to protect confidentiality and prevent interruptions while obtaining patient information.

  • What is the first step in the process of updating a patient's medical record as described in the script?

    -The first step is to greet the patient pleasantly, identify him, introduce yourself, and explain your role.

  • What information should be verified or recorded during the medical record update process according to the script?

    -The information to be verified or recorded includes the patient's full name, middle initial, address, zip code, marital status, gender, age, date of birth, telephone numbers, insurance information, and the name, address, and telephone number of the patient's employer.

  • How should the medical staff handle a patient's self-history form if it has been mailed to the patient before the visit?

    -The medical staff should review the self-history form for completeness and use it to assist in the interview process.

  • What is the significance of maintaining eye contact during the interview, and when might it not be culturally appropriate?

    -Maintaining eye contact is significant for creating a friendly, caring atmosphere and establishing trust. However, it may not be culturally appropriate in certain cultures where prolonged eye contact is considered disrespectful or aggressive.

  • Why is it important to use restatement, reflection, and clarification when discussing the patient's symptoms or concerns?

    -Using restatement, reflection, and clarification helps to ensure that the patient's needs are understood accurately and sensitively, facilitating effective communication and building rapport.

  • What should be done if a patient mentions a family history of a medical condition, such as the father's rheumatoid arthritis in the script?

    -The medical staff should make a note of the family history, such as the father's rheumatoid arthritis, to inform the doctor and consider it in the assessment and diagnosis.

  • What are some of the body structures that the provider might ask about during the medical history interview?

    -The provider might ask about various body structures, including the patient's cardiac health, as part of the medical history interview.

  • What is the significance of documenting allergies in red ink on every page of the history form in a paper file?

    -Documenting allergies in red ink ensures that they are highly visible and cannot be overlooked, which is crucial for patient safety, especially in emergency situations.

  • What are some of the safeguards mandated by HIPAA to protect patient information?

    -Some of the safeguards mandated by HIPAA include using secure passwords, placing shields on computer screens, positioning monitors away from high-traffic areas, and securing all medical records.

Outlines

00:00

πŸ˜€ Patient Information Gathering

This paragraph outlines the process of obtaining patient information using restatement, reflection, and clarification. It emphasizes the importance of putting the patient at ease through pleasant greetings, proper introductions, and explaining the role of the interviewer. The script also covers the need for a quiet, private area for interviews to protect confidentiality. The interviewer is instructed to record the patient's full name, address, marital status, gender, age, date of birth, telephone numbers, insurance information, and the employer's details. If the information is already in the electronic record, it must be verified for accuracy. The patient's chief complaint, present illness, past medical history, family history, and social history are to be documented, which are crucial for the provider's assessment and diagnosis. The interviewer is also advised to be sensitive to the patient's needs, aware of personal biases, and respectful of all patients regardless of their background.

Mindmap

Keywords

πŸ’‘Restatement

Restatement is the act of repeating or paraphrasing information to ensure understanding and clarity. In the video's context, it is used as a therapeutic communication technique to confirm the patient's statements and ensure the information is accurately captured. For example, when the patient confirms his name as 'Oscar Curtis Dixon,' it is a restatement of the information provided.

πŸ’‘Reflection

Reflection in communication involves mirroring or echoing the patient's feelings or words to show empathy and understanding. In the video, reflection is used to build rapport and trust with the patient, as seen when the healthcare provider responds to the patient's concern about his shoulder pain by acknowledging and exploring it further.

πŸ’‘Clarification

Clarification is the process of seeking to understand something more clearly by asking questions or requesting further information. In the script, clarification is essential for accurate patient care documentation, such as when the provider asks for the patient's date of birth to ensure the medical records are correct.

πŸ’‘Confidentiality

Confidentiality refers to the protection of private information from unauthorized access or disclosure. The video emphasizes the importance of confidentiality in healthcare settings, as seen in the instruction to choose a quiet, private area for the interview to prevent interruptions and maintain patient privacy.

πŸ’‘Medical Record

A medical record is a comprehensive account of a patient's health history, diagnoses, treatments, and other medical information. In the video, the process of updating the medical record is central to the procedure, highlighting the importance of accurate documentation for patient care.

πŸ’‘Chief Complaint

The chief complaint is the primary reason a patient seeks medical attention. In the script, the patient's chief complaint is shoulder pain, which is the main focus of the medical interview and subsequent documentation.

πŸ’‘Present Illness

Present illness refers to the current health condition or ailment that the patient is experiencing. The video script details the process of documenting the patient's present illness, such as the patient's shoulder pain and concerns about arthritis.

πŸ’‘Past Medical History

Past medical history includes information about a patient's previous health conditions, treatments, and surgeries. The video script mentions documenting the patient's past medical history as part of the comprehensive medical record update.

πŸ’‘Family History

Family history is a record of health conditions and diseases within a patient's family, which can be relevant to their current health status. In the script, the patient mentions his father's rheumatoid arthritis, which is noted as part of the family history.

πŸ’‘HIPAA

HIPAA stands for the Health Insurance Portability and Accountability Act, a US law that provides data privacy and security provisions for safeguarding medical information. The video script discusses HIPAA's role in ensuring the privacy and security of patient information.

πŸ’‘Allergies

Allergies are the body's immune response to certain substances, which can cause symptoms ranging from mild to severe. The video script includes documenting the patient's allergies, such as the patient's known allergy to bees, as a critical part of the medical record.

Highlights

Introduction of therapeutic communication techniques for patient care.

Importance of greeting patients pleasantly and introducing oneself.

Explanation of the role in updating medical records to put the patient at ease.

Need for choosing a quiet, private area for patient interviews to protect confidentiality.

Instructions on verifying the accuracy of patient information in electronic records.

Use of restatement, reflection, and clarification to obtain patient information.

Emphasis on maintaining eye contact in a culturally appropriate manner during interviews.

Guidance on documenting patient's full name, address, marital status, gender, age, and date of birth.

Instructions on recording patient's contact information and employer details.

Advice on reviewing self-history forms for completeness before patient visits.

Importance of using positive non-verbal behavior to create a friendly atmosphere.

Need to be sensitive to patient's needs and aware of personal biases during interviews.

Explanation of the process of documenting the patient's chief complaint and present illness.

Instructions on documenting past medical history, family history, and social history.

Guidance on asking questions about different body structures and documenting responses.

Emphasis on explaining medical terminology to the patient for clarity.

Instructions on documenting allergies and other substances in the correct fields of the patient's EHR.

Advice on using secure methods to protect patient information as mandated by HIPAA.

Importance of thanking the patient and maintaining ethical sharing of patient information.

Transcripts

play00:00

[Music]

play00:08

in this procedure

play00:09

you'll learn to use restatement

play00:11

reflection and clarification

play00:14

to obtain patient information and

play00:16

document patient care

play00:17

accurately to put the patient at ease

play00:20

greet him pleasantly

play00:21

identify him introduce yourself and

play00:24

explain your role hi mr dixon i'm laura

play00:29

i'm going to be updating your medical

play00:30

record today to protect confidentiality

play00:33

and prevent interruptions choose a quiet

play00:36

private area for the interview we're

play00:38

updating our medical records and i just

play00:39

want to make sure we have all your

play00:41

information correct

play00:42

explain why you need the information

play00:44

complete the history form

play00:46

by using therapeutic communication

play00:48

techniques

play00:49

record the patient's full name including

play00:51

middle initial

play00:53

his address including apartment number

play00:55

and zip code

play00:56

marital status gender age and date of

play01:00

birth

play01:00

telephone numbers home sell and

play01:03

work insurance information and the name

play01:07

address and telephone number of the

play01:09

patient's employer

play01:10

if any of this information has already

play01:12

been entered into the electronic record

play01:15

verify that it's still accurate i have

play01:18

your full name

play01:18

as oscar curtis dixon is that correct

play01:22

that's correct can you tell me your date

play01:25

of birth

play01:26

11 16 a self history may have been

play01:29

mailed to the patient before the visit

play01:31

if so review it for completeness

play01:34

speak in a pleasant distinct way

play01:36

remembering to maintain eye contact

play01:39

if of course it's culturally appropriate

play01:41

to do so

play01:42

and marital status uh married two kids

play01:46

positive non-verbal behavior creates a

play01:48

friendly

play01:49

caring atmosphere okay what brings you

play01:52

in the office today

play01:53

well i've got shoulder pain but well the

play01:56

worst part of it

play01:57

is it it kind of wants to catch

play02:01

okay i don't know okay so your left

play02:03

shoulder hurts and sometimes it catches

play02:05

be sure to use restatement reflection

play02:08

and clarification

play02:09

be sensitive to the patient's needs

play02:11

throughout the interview process

play02:14

be aware of your personal biases and

play02:16

treat all patients with respect

play02:18

whatever their background still will

play02:20

definitely take a look at your shoulder

play02:22

do you have any other symptoms or

play02:23

concerns well i mean overall i'm

play02:26

starting to wonder if i'm getting my

play02:27

dad's arthritis

play02:29

tell me more about your dad's arthritis

play02:31

well i don't know much i mean to hear

play02:32

mom tell it it's

play02:34

rheumatoid so i mean that's all i know

play02:36

sure be sure to explain

play02:38

any medical terminology i'll make a note

play02:41

here of your father's rheumatoid

play02:42

arthritis

play02:43

that way the doctor can be aware of your

play02:44

family history document the patient's

play02:47

chief complaint

play02:48

and present illness his past medical

play02:50

history

play02:51

and his family and social history the

play02:54

provider will need this information

play02:55

to make an accurate assessment and

play02:57

diagnosis

play02:59

i'm going to ask some questions about

play03:00

some different body structures are you

play03:02

ready

play03:02

yeah okay have you ever had any cardiac

play03:05

problems

play03:07

what's that cardiac means heart have you

play03:09

ever had any heart problems

play03:11

in the correct field of the patient's

play03:13

ehr enter information about his

play03:15

allergies to drugs

play03:16

and any other substances such as latex

play03:20

or certain foods do you have any

play03:22

allergies to drugs or any other

play03:24

substances that you know of

play03:25

well i'm allergic to bees but i carry an

play03:28

epipen

play03:29

that as far as any other allergies none

play03:31

that i know of

play03:32

in a paper file record any allergies in

play03:35

red ink on every page of the history

play03:37

form

play03:37

on the front of the file and on each

play03:40

progress notes page

play03:42

spell correctly write legibly don't skip

play03:45

lines

play03:46

and don't erase or mark out anything

play03:49

if you need to correct a mistake the ehr

play03:52

will automatically note the time of the

play03:54

change

play03:55

and the name of the user who made it

play03:58

remember to thank the patient

play04:00

patient information may be legally and

play04:02

ethically shared

play04:04

only with members of the health care

play04:05

team directly involved in caring for the

play04:08

patient

play04:09

safeguards mandated by the health

play04:10

insurance portability

play04:12

and accountability act or hipaa include

play04:15

using secure passwords

play04:17

placing shields on computer screens that

play04:19

might otherwise be visible to

play04:20

unauthorized people

play04:22

positioning monitors away from high

play04:24

traffic areas

play04:25

and securing all medical records

play04:30

[Music]

play04:42

you

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Related Tags
Medical RecordsPatient CareCommunication SkillsHealthcare EthicsHIPAA ComplianceInterview TechniquesPatient InformationMedical HistoryFamily HistoryAllergiesHealth Assessment