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Sharing Clinical Documentation Amanda C. Richards, MA, PCC, LADY, MBC 2015 Minnesota health Summit Workshop #4: Challenges and Opportunities for Behavioral Health June 17, 2015 1 When? Mandated Report
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How to fill out sharing clinical documentation

How to fill out sharing clinical documentation:
01
Gather all relevant patient information: Before filling out the clinical documentation, make sure to collect all necessary patient information such as medical history, current medications, past treatments, and any relevant test results. This will ensure that the documentation is comprehensive and accurate.
02
Use standardized forms: Many healthcare organizations provide standardized forms for sharing clinical documentation. These forms are designed to capture all the necessary information in a structured format. Make sure to use these forms to ensure consistency and ease of sharing.
03
Accurately record patient details: When filling out the documentation, pay close attention to accurately recording patient details such as name, date of birth, and contact information. Incorrect or incomplete information can lead to confusion and potential errors in sharing.
04
Include relevant diagnoses and treatment plans: Document the patient's diagnoses based on the healthcare provider's assessment. Include any treatment plans, medications prescribed, and instructions for follow-up care. This information will be crucial for healthcare professionals who may need to access the documentation in the future.
05
Clearly describe procedures and test results: If the patient has undergone any procedures or tests, be sure to include detailed descriptions of the procedures performed and the results obtained. This information will help other healthcare professionals understand the patient's condition and make informed decisions.
06
Document the date and time: It's important to record the date and time of each entry in the clinical documentation. This will help establish a timeline of events and ensure accurate tracking of the patient's progress.
Who needs sharing clinical documentation?
Sharing clinical documentation is essential for various stakeholders involved in patient care. These may include:
01
Healthcare providers: Other healthcare professionals who may be involved in the patient's care, such as specialists, nurses, or therapists, need access to the clinical documentation to understand the patient's condition, history, and treatment plan.
02
Care coordination teams: Professionals responsible for coordinating the patient's care, such as case managers or care coordinators, rely on shared clinical documentation to ensure seamless communication and collaboration among different healthcare providers.
03
Insurance companies: Insurers often require access to clinical documentation to evaluate the necessity and appropriateness of certain treatments or procedures. This helps them accurately determine coverage and reimbursement.
04
Researchers and academics: Researchers and academics may use de-identified clinical documentation for studies and analysis, contributing to the advancement of medical knowledge and practices.
In conclusion, filling out sharing clinical documentation involves gathering relevant patient information, using standardized forms, recording accurate details, and providing a comprehensive overview of diagnoses, treatment plans, procedures, and test results. This documentation is crucial for various stakeholders involved in patient care, including healthcare providers, care coordination teams, insurance companies, researchers, and academics.
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What is sharing clinical documentation?
Sharing clinical documentation involves sharing medical records, test results, treatment plans, and other information related to a patient's healthcare with other healthcare providers or organizations.
Who is required to file sharing clinical documentation?
Healthcare providers, hospitals, clinics, and other healthcare facilities are required to file sharing clinical documentation.
How to fill out sharing clinical documentation?
Sharing clinical documentation can be filled out electronically through secure health information exchange platforms or by printing out the necessary forms and physically mailing them to the receiving party.
What is the purpose of sharing clinical documentation?
The purpose of sharing clinical documentation is to ensure continuity of care, improve patient outcomes, and facilitate collaboration among healthcare providers.
What information must be reported on sharing clinical documentation?
Sharing clinical documentation must include the patient's medical history, current medications, recent test results, treatment plans, and any other relevant information pertaining to the patient's healthcare.
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