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  Home :: Physical Therapy :: General

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  A Comprehensive Guide for Therapists: Writing Effective Documentation #16174  

A Comprehensive Guide for Therapists: Writing Effective Documentation  
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Course Details
 

This course is an ideal resource for any health care professional needing to learn or improve their documentation skills—with simple, straightforward explanations of the hows and whys of documentation. It also keeps pace with the changes in therapy practice today, emphasizing the Patient/Client Management model. Section by section, exercise by exercise, this course will help you to to write clear, concise, and effective documentation using a variety of tools, including SOAP notes.

Instructors:

Joel Desotelle, MS OTR/L

Joel is an occupational therapist who specializes in neurological disorders in children and adults.  He received his Bachelors of Science (B.S) degree in occupational therapy from Keuka College (Keuka Park, NY) in 1995 and his post-graduate Masters of Science (M.S.) degree from Misericordia University (Dallas, PA) in 2010.  He holds a post-graduate certificate in pediatrics from Misericordia University (2006) and has worked in a variety of settings from out-patient pediatrics to in-patient adults.  Joel is an experienced author and instructor who has presented on a wide range of topics including stroke rehab, neuromuscular disorders, autism, sensory dysfunction, dementia, falls, and outcomes-based therapy.
Sherry Rickman, DPT

Sherry received her bachelor's of science degree in Health and Human Performance from the University of Tennessee.  She then completed doctorate at at Belmont University in Nasheville, TN.  Since that time she has worked in a variety of settings including long-term care, acute care, and outpatient orthopedics.  

Audience: OT, PT, SLP

Skill Level: Entry Level, Intermediate

Contact Hours: 18

The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA

Teaching Methods: Course content includes the text Writing Patient/Client Notes: Ensuring Accuracy in Documentation, 4th Ed. (2009) written by Ginge Kettenbach, PhD, PT.

Criteria for Passing: Each learner must complete all learning activities/handouts and pass a final exam to receive credit.

Method of Delivery:
  • Home Study Course w/textbook Textbook and home study materials mailed to your door.
Certificate Options:
  • Mailed Certificate (INCLUDED IN PRICE) - Recieve a printed, signed certificate in the mail.

Course Objectives:

Upon Completion, each learner will be able to:

1. Successfully write a patient/client management note;

2. Successfully write a SOAP note;

3. Successfully document clear and consise evaluation and discharge summaries;

4. Successfully document clear and concise goals and objectives;

5. Successfully identify the legal aspects of documentation;

6. Discuss the importance of the International Classification of Functioning, Disability, and Health System.

REQUIRED TEXT (INCLUDED): Writing Patient/Client Notes: Ensuring Accuracy in Documentation, 4th Ed. (Written by Ginge Kettenbach, PhD, PT, 2009)

Text Features

  • Chapters on Writing Evaluation • Overview of the Medical Record • Legal Issues • Reimbursement • and The Future: Documentation Using the ICF System.
  • Expanded electronic documentation section.
  • Additional information on how Patient/Client Management and SOAP notes work in accordance with the APTA’s Guide to Physical Therapy Practice and the WHO’s ICF model.
  • Features exercises and worksheets at the end of each section and chapter, with answers provided in Appendix A.
  • Provides samples of both correct and incorrect note writing. Teaches readers how to write a defensible note.
  • Offers a quick review of medical terminology and abbreviations.

Table of Contents
 
I. Background Information
1. Introduction to Note Writing
2. Writing in a Medical Record
3. Medical Terminology/Worksheets
4. Using Abbreviations/Worksheets
 
II. Documenting the Examination
5. The Patient/Client Management Format: Writing History/Worksheets
6. The Patient/Client Management Format: Writing Systems Review/Worksheets
7. The Patient/Client Management Format: Documenting Tests and Measures/Worksheets Review Worksheet: Writing the History, Systems Review, and Tests and Measures
8. The SOAP Note: Stating the Problem
9. The SOAP Note: Writing Subjective (S)/Worksheets
10. The SOAP Note: Writing Objective (O)/Worksheets Review Worksheet: Stating the Problem, S & O
 III. Documenting the Evaluation (A)
11. Writing Evaluation
12. Writing the Diagnosis
13. Writing the Prognosis/Worksheets Review Worksheet: History, Systems Review, Tests & Measures, Evaluation, Diagnosis, Prognosis Review Worksheet: Problem, S, O, A VI. Documenting the Plan of Care (P)
14. Writing Expected Outcomes (Long Term Goals)/Worksheets
15. Writing Anticipated Goals (Short Term Goals)/Worksheets
16. Documenting Planned Interventions/Worksheets Final Review Worksheet: Patient/Client Management Note: History, Systems Review, Tests & Measures, Evaluation, Diagnosis, Prognosis, Plan of Care Final Review Worksheet: Problem, S, O, A, P V. The Medical Record
17. Overview of the Medical Record
18. Legal Issues
19. Reimbursement
 
VI. Applications of Documentation Skills
20. Applications and Variations in Note Writing
21. Alternatives: Documentation Forms and Computerized Documentation
22. The Future: Documentation Using the ICF System
Appendix A: Answers to Worksheets
Appendix B: Summary of the Patient/Client Management Note Contents
Appendix C: Summary of the SOAP Note Contents
Appendix D: Tips for Note Writing for Third Party Payers

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