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Defensive Documentation: What You Don't Know May Hurt You Intended Audience: PT, PTA, OT, OTA, SLP Intermediate Level Contact Hours: 7 hours Presenters: Paula Eisenstein, PT, MS; Emily Becker, PT,
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How to Fill Out Defensive Documentation:

01
Begin by identifying the incident or situation that requires defensive documentation. This could be an altercation, a safety violation, or any situation where you need to record your side of the story.
02
Provide a clear and concise description of what transpired. Include relevant details such as the date, time, and location of the incident. Be objective and stick to the facts, avoiding personal opinions or assumptions.
03
Include any supporting evidence or documentation that can back up your claims. This may include photographs, videos, witness statements, or any other relevant material that supports your version of events.
04
Use a structured format when filling out the defensive documentation. Include sections for incident details, your account of what happened, any witnesses present, and any actions taken before or after the incident.
05
Make sure to review and proofread your documentation before submitting it. Check for any errors or inconsistencies that could affect the clarity or credibility of your account.

Who Needs Defensive Documentation:

01
Employees: Any employee who has been involved in an incident or situation that could potentially lead to disciplinary action or legal consequences may need to fill out defensive documentation. This helps to protect their rights and ensure their side of the story is documented accurately.
02
Employers: Employers may require their employees to fill out defensive documentation as part of their internal policies and procedures. This allows them to have a comprehensive record of incidents and ensure all parties involved are heard.
03
Legal and HR Departments: The legal and human resources departments within an organization often require defensive documentation to manage and resolve any disputes or legal matters that may arise. These documents can be used as evidence in legal proceedings or internal investigations.
In summary, filling out defensive documentation involves accurately describing an incident, providing supporting evidence, and following a structured format. It is important for both employees and employers to use defensive documentation to protect their rights, ensure fairness, and resolve any disputes effectively.
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Defensive documentation is a form of documentation that is used to protect oneself from potential legal or regulatory issues.
Any individuals or organizations involved in activities that may be subject to legal or regulatory scrutiny may be required to file defensive documentation.
Defensive documentation should be filled out accurately and completely, providing all relevant information related to the activity being documented.
The purpose of defensive documentation is to provide a record of activities in order to protect oneself from potential legal or regulatory consequences.
Defensive documentation must include details of the activity being documented, dates, individuals involved, and any supporting evidence.
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