A private practitioners guide to clinical documentation (2023)

Ashleigh Knowles
Ashleigh Knowles

What is clinical documentation?

Clinical documentation is one of the most important aspects of working in healthcare. Regardless of what specific field of healthcare you work in, you will inevitably be exposed to some form of documentation and it is your responsibility to understand why it is created and what it is used for.

If you are currently working as or training to become a healthcare professional, you might find you have little time on your hands to complete further research and study. Luckily, that’s where we can help. 

So what exactly is clinical documentation?

Whilst many training and education programs touch on the basics of documentation, usually, it is not until practitioners start doing the documenting themselves that their knowledge is truly consolidated. Unfortunately, failure to produce accurate clinical documentation can have negative consequences for both patients and physicians, a situation you want to avoid at all costs.

Basically, clinical documentation refers to the collection of records and documents pertaining to an individual’s healthcare. Amongst other things, this may include information regarding symptoms, diagnoses, medications, treatments, tests, and assessments. Collecting and storing all of these records allows practitioners to have greater insight into the health status of their patients, enabling more informed decisions and ultimately improved clinical outcomes.

What is clinical documentation used for?

In addition to the general importance of having updated patient records, there are a ton of different situations that require the use of clinical documentation.

Inter-provider communication: Imagine a patient that has regularly seen the same psychologist for the past couple of years. Now, one time the patient is desperate for an appointment but their psychologist is away for the upcoming few weeks. The patient decides to book an appointment with a different psychologist at the same clinic, who is then granted access to the patient’s clinical documentation. Accurate documentation ensures that the new psychologist is informed about the patient’s current treatment plan, diagnoses, and medications and is thus able to treat them as effectively as possible. 

Clinical documentation is also shared between healthcare providers working at different facilities. It is often the case that a patient’s treatment within the healthcare system spans across various different departments and facilities. As such, it is critical that each of the patient’s healthcare providers have a method of communicating effectively with each other, a process that can be facilitated by good clinical documentation. 

Protection: As well as protecting the patient and ensuring they are receiving the best quality of care possible, clinical documentation also serves to protect practitioners. Documenting each encounter with a patient not only ensures that practitioners are held accountable, but also creates evidence for potential malpractice suits. Medical records are legal documents that can provide evidence for the service delivered. 

The various uses of clinical documentation can be overwhelming, and it may help to think about it as having three main purposes:

  1. To improve clinical outcomes
  2. To protect the patient, and
  3. To protect the practitioner

Who is responsible for writing clinical documentation?

There is a common saying in the healthcare field that goes: “If it isn’t documented, it didn’t happen”. If you are a practicing healthcare professional who sees and treats patients, then it is your responsibility to maintain clinical documentation. Every single encounter with a patient should be documented accurately and efficiently, regardless of whether it was a phone call or a 2-hour long appointment. 

A common misconception regarding clinical documentation is that it is only required in certain fields of healthcare. This is not true. Clinical documentation is a general requirement of almost every healthcare profession, including

  1. General practitioners
  2. Nurses
  3. Occupational therapists
  4. Counselors
  5. Psychologists
  6. Psychiatrists
  7. Physical therapists
  8. Optometrists 
  9. Chiropractors 

However, whilst these practitioners are generally responsible for the creation of their patient’s clinical documents, different practices will have their own methods of monitoring this process. Some clinics may choose to employ clinical documentation specialists, who spend their time reading, verifying, and authenticating documents. These specialists may serve as a go-between for the healthcare practice and the insurance company, making sure that claims are accurate and reimbursement is received.

Why is good clinical documentation important?

There are plenty of reasons why your practice should be constantly focusing on creating high-quality clinical documentation: 

Improving clinical outcomes: As we have already mentioned, documentation plays a key role in improving clinical outcomes for patients - and this should always be the number one priority of delivering any type of healthcare service. Healthcare providers often consult clinical documents, so ensuring they are accurate and effective will facilitate better decision-making. 

Legal situations: Clinical notes can be used as legal documents in certain situations. Although practitioners should be doing everything they can to avoid being involved in a malpractice or clinical negligence suit, it is important that they have the relevant documentation in place just in case. 

Insurance: The process of submitting medical claims and receiving reimbursement is becoming increasingly complex. One of the best ways to avoid claim denials and rejections is by having reliably accurate clinical documentation. False or missing information can delay the reimbursement process, impacting the entire healthcare practice.

Patient satisfaction: The healthcare industry is moving to a system of consumer-based care, in which patient needs and wants are being prioritized at a greater rate. One of the fundamental components of consumer-based care is a focus on patient satisfaction. In the modern healthcare age, an increased number of patients want their treatment process to be as transparent as possible. As a practitioner, you can choose to share your clinical notes with your patients to elevate transparency and keep them informed of your professional decisions throughout the treatment process. Good documentation can elevate transparency, which in turn contributes to greater patient satisfaction. 

Tracking progress: One of the most fundamental purposes of writing clinical documentation is to track the progress of patients. If a patient has had a leg injury and is seeing a physical therapist over an extended period of time, it is important to document their improvement. Looking at the therapist’s documentation should be enough to indicate how much progress the patient has made, and what the next steps of the treatment plan are. This becomes even more important in situations where a patient’s usual therapist can’t see them, and they are treated by a different practitioner. 

Productivity: As I’m sure you well know, the best healthcare practices are the most productive ones. Sometimes it can feel as though there aren’t enough hours in the day to attend appointments, follow up with patients, complete documentation, and finish administrative tasks, so figuring out ways to streamline as many processes as possible is in your best interest. Learning how to continuously and reliably create effective clinical documentation will end up saving you and your clinic countless hours of valuable time. 

Typical challenges in translating clinical documentation

With clinical documents, there are times when you need to translate information for patients who may not have English as their first language. It’s important that you are able to communicate effectively with patients, regardless of their limits or backgrounds, and sometimes this can be tricky! There are various challenges to translating clinical notes, including the following:

Specialized language - The medical world seems to have an entirely new language in and of itself, as it is composed of lengthy jargon that can’t be easily picked up by those outside of the industry. It can be especially difficult to convert abbreviations and acronyms!

Words that cannot be translated - Quite simply, sometimes technical words can't be translated, with there being no equivalent non-English words that exist. Sometimes words need to be rephrased or replaced by synonyms to ensure the integrity of the meaning is kept. 

Maintaining balance - Finding the balance between cost and quality can be difficult, as it can be expensive to find translators or software that does the job effectively at a low cost.

Staying fresh - It can also be tricky to stay up to date when it comes to medical terminology and jargon, as new research comes with new terms. 

What is Clinical Documentation Improvement (CDI)

CDI is your new best friend, as it concerns the process of improving and enhancing healthcare information and records to strengthen and better patient outcomes. It minimizes errors and mistakes, and ensures that all details are accurate, up to date, readable by almost anyone, and adheres to standard procedures. Using CDI processes allows you to maintain a high level of patient care, as well as increase the quality of your notes and documents. With CDI, you can:

Track illnesses - Closely follow the progress of your patients without missing any critical details

Conduct research - With rich clinical documents, you can use the files to follow through on any medical research endeavors, with reliable information at your fingertips. 

Quality reports - Naturally, incorporating CDI allows detailed information that can be compiled into quality reports. You can assess your medical health outcomes and procedures in an overview, and without compromise. 

Coded data - Depending on the type of CDI procedures you follow, you can improve data collection and reimbursements by having coded data. It’s standardized and works to simplify your workload. 

Creating a CDI program for specialist

CDI programs can look different, and vary with each healthcare professional. However, specialists tend to implement ones that involve the collection of clinical information while the patient is in their hands. This may involve assigning codes to patient records, based on additional documents or notes, and they can sometimes involve exchanging details. Specialists may be required to communicate with inpatient coders, who convert information into codes, as well as educate fellow physicians and experts both within and outside of their networks. Giving presentations and meetings at medical conferences isn't altogether unusual, and it can contribute to more effective reports with high-quality data. This is extremely beneficial for future medical research, as well as ensuring that medical payments are correct and clinic rankings rise. 

Developing a CDI program may entail assembling a group of knowledgeable individuals into a team, with each member contributing to the achievement of established objectives and goals. Meeting on a frequent basis can aid in the development of an effective workflow that is both sustainable and productive. You can steadily improve the quality of your clinical documentation while achieving uncompromised insights.

Main elements of a CDI program

To help you out, there are several different aspects that you should include when creating a CDI program to ensure you start off on the right foot. Incorporating these components should boost the quality of your clinical documents, and safeguard you against inaccurate notes. 

Physician input: It’s important that you have a physician within your program to ensure that your CDI processes actually meet quality checks, and contribute toward improved health outcomes. Physicians will have unmatched medical knowledge, and will be able to communicate ideas succinctly and accurately, which saves you time in the long run! Ideally, the physician on your team will be passionate and have led in a professional group setting before. 

CDI leaders: You’ll also need to have CDI leaders on your team who have experience in the health or information management industry. CDI leaders will be certified through the American Health Information Management Association, and have superior knowledge and expertise of coding and reporting systems. 

Standard procedures: Naturally, you should also have standard procedures in place to ensure that your documents are clear, accurate, readable, and have completed information. They should also be produced on time, with minimal delays. 

What clinicians use a clinical documentation program

There are various types of clinicians and related professionals who use clinical documentation programs. The main groups of CDI users include:

Clinicians: As you would assume, clinicians are certainly able to use CDI programs to elevate the quality of their documents and notes. This includes any licensed professional, including nurses, doctors of any medical discipline, physician assistants, residents, laboratory employees, anesthetists, or simply care management staff. Regardless, they should have familiarity in the healthcare industry. 

Clinical documentation specialists: As the name suggests, those who regularly work with clinical documents are also ideal candidates for CDI programs. They can assign the right codes, and ensure all information is effectively communicated and is able to be read by any healthcare professional.

Inpatient coders: Additionally, inpatient coders can also make use of clinical documentation programs. This role concerns reading codes and ensuring they represent the patient condition and any related treatment required. They understand clinical terminology and are able to effectively code for a variety of illnesses, diseases, symptoms, medications, equipment, treatment, and more. 

Writing high-quality clinical documentation 

What does high-quality documentation look like?

Knowing exactly why writing good clinical documentation is important is the first step to becoming a skilled documenter. Step two is recognizing what good documentation looks like, and figuring out how you can optimize your own record-keeping. 

Every healthcare practitioner has their own personal preferences related to how they choose to write their documentation. Nevertheless, there are certain key elements that are necessary in order for the documentation to be effective. These include: 

  1. Accuracy: Perhaps the most important feature of clinical documentation is accuracy. We have already gone over the different uses of clinical documentation, and it is fairly evident that inaccurate documents will have negative consequences. If patient records contain false or missing information, it can lead to a breakdown of communication between providers and harmfully influence treatment decisions. In addition to damaging clinical outcomes, inaccurate documentation can have severe legal and insurance repercussions. 
  2. Consistency: Formatting clinical documentation using a consistent structure enables more effective inter-provider communication. Not only will providers be able to quickly extract relevant information from the documents, but a consistent structure will ensure that all records contain the right information. 
  3. Clarity: Whilst using medical jargon is an inherent aspect of writing clinical documentation, it is wise to keep this to a minimum. Further, if you choose to include abbreviations, you need to make sure that these are universally understood. The people reading your clinical notes don’t want to be spending hours trying to decipher your points, so clarity should always be prioritized. 
  4. Concise: One of the biggest misconceptions related to writing clinical documentation is its length. Too often, practitioners will assume that longer notes are equated with higher quality, which is almost never the case. Although the actual length of your documentation will differ depending on a variety of factors, a good rule of thumb is to never exceed two pages. Write clearly and concisely, and avoid repetitive and vague language. 

Tips to help you write good clinical documentation

Despite the fact that writing clinical documentation is an inherent aspect of every healthcare practitioner’s work, an alarming amount of record-keeping contains mistakes. 

A recent report indicated that up to 70% of patient records contain false or missing information. Whilst it can feel frustrating having to spend so much time on documentation when you would prefer to see and treat patients, record-keeping has an immense role to play in the delivery of healthcare services. 

Fortunately, learning how to write high-quality clinical documentation isn’t overly complicated. In the table below, we have identified various do’s and don’ts that should help direct you to become the best documenter possible:


  • Write your clinical documentation at the end of each session with a client, or at the end of your working day. Staying on top of your record-keeping will help ensure they are accurate and contain all the important information. 
  • Use specific and clear language, making sure you only include relevant information.
  • Keep up to date with local, state, and federal guidelines. There are laws in place that dictate how documentation should be written and what it needs to contain, and it is your responsibility to be aware of these.
  • Follow the correct procedure when you make a mistake. The error should have a single line drawn through it and should be signed with initials and the date/time. 
  • Store your documentation on a central database. It is important that records can be shared between various healthcare providers and third parties, and using a central database is the best way to guarantee accessibility.
  • Make use of the various resources available to you. This may mean using note templates, EHR software, or other electronic methods of creating documentation.
  • Monitor the documentation of your practice with data analysis. Identifying areas of weakness is the most efficient way of achieving improvement. Implementing regular clinical documentation improvement programs is also highly recommended. 


  • Write your documentation during the session, as it can be distracting to both you and the client. Alternatively, you shouldn’t let your notes pile up, as leaving them too long can lead to you forgetting important details.
  • Use vague or excessively wordy language. Avoid repetitive sentences and irrelevant information.
  • Forget to sign and date your documents. This is one of the most common mistakes in the documentation and is also the easiest to rectify. All records need to have the practitioner’s name and signature, as well as the date and time it was documented. 
  • Hand-write your documentation if you have messy or unclear writing. Given how frequently patient records are shared between other providers and various third parties, they need to be legible and clear.
  • Use uncommon or field-specific abbreviations. Whilst medical jargon is frequently included in the documentation, ensure that any abbreviations you include can be universally understood.
  • Copy and paste. Using electronic systems to produce clinical documentation is by large the preferred method of most practitioners, but it is important you follow the right procedures. Copying and pasting can lead to the inclusion of inaccurate information and fails to be unique to the specific patient.

Resources that can help you with your documentation 

Progress note templates 

As a healthcare practitioner, there are various resources that have been developed to help you write your clinical documentation. 

One of the most effective of these is progress note templates. After each session with a client, practitioners are required to document what happened during the appointment by writing a progress note. There are various different progress note templates that have been developed to assist practitioners, but the most commonly used is known as SOAP. The basic structure of a SOAP note looks like:

Subjective (S) - This section focuses on the client's feelings and experience of their symptoms and often uses quotes as primary evidence for support. 

Objective (O) - Includes relevant factual data to support the symptoms reported by the client. Examples of evidence may include medical records, x-rays, examinations, test results, laboratory data, and vital signs. 

Assessment (A) - This section is a combination of subjective and objective observations, including the current diagnosis, improvements noted, and specific tasks that may benefit the client.

Plan (P) - Includes the direct course of action for the client, focusing on any adjustments required for their treatment plan. This section should introduce specific goals for the client to achieve, as well as upcoming appointments and/or referrals.

Example of a SOAP note written by a counselor:


Bob has been making improvements in regards to his anxiety, stating, "I feel anxious throughout the day, but it's nowhere near as frequent as it used to be." He says, "I don't feel restless that often, and if I do, I usually just go for my run routine as you suggested, and I feel much better." He says his appetite is "slowly coming back."


Bob still has anxiety symptoms, including a loss of appetite and racing thoughts with restlessness. However, these have reduced in severity and Bob demonstrates some regulating behaviors, which is an improvement. 


Bob still has anxiety. However, he is making improvements, with symptoms decreasing in nature. They are becoming less prominent in his day-to-day life, but treatment is still needed to solidify his progress.


As usual, Bob will see me next week, and we have worked further on his regulating techniques to combat ruminating. He will continue to implement what we have worked through, and if symptoms stagnate within the next two weeks, we will reassess his treatment. 

More examples 

Clinical documentation software

Using electronic systems to write your documentation 

In recent years, the development of technology has led to the introduction of Electronic Health Records (EHRs) into the majority of healthcare practices. 

These systems provide a centralized database that can store patient records and various forms of documentation, improving accessibility and organization. Whilst the transition to implementing electronic storage methods into healthcare practices has been relatively seamless, it has resulted in a divide between how practitioners choose to complete their documentation: electronic or handwritten. 

Handwritten notes: 

Practitioners who are used to their own system of handwriting clinical notes may prefer to stick to what they know best. And despite the various advantages associated with electronic methods, sometimes sticking to what you are comfortable with leads to the best results. 

In saying that, there are a few disadvantages that come with handwritten documentation. Firstly, your documents need to be organized and accessible. This means neat handwriting with limited to no spelling or grammar mistakes. It also means you need to have an organized and efficient storage method that allows for quick access and retrieval. The other issue with handwriting notes is that they are at a much higher risk of being stolen or lost. If you are in the habit of only writing one copy, then a lost document poses significant risks to both you and your patient. 

Electronic notes: 

Younger practitioners or those wanting to embrace developing telehealth resources have begun to write their notes electronically and once again, this method comes with its own set of pros and cons. 

The good thing about creating your documents electronically is that it guarantees both organization and accessibility. Using an EHR system means that your notes are automatically uploaded and stored onto a centralized database, where they can be accessed by authorized users. Additionally, cloud-based technology saves your documents in real-time, decreasing the risk of losing any notes. 

Writing electronic clinical notes can also save you significant amounts of time. Many healthcare systems are integrated with note templates and other resources that can help you streamline your documentation process whilst simultaneously improving your consistency and accuracy.

In terms of disadvantages, one of the biggest risks associated with electronic documentation is related to cyber security. Despite the use of various sophisticated protection features, storing data online inevitably poses the risk of cyberattacks. When selecting a service provider for your practice, it is critical that you research their security measures. You are responsible for your clinical documentation, and it is essential that you take patient privacy seriously.

So what should you use? 

Whilst how you choose to write your documentation is entirely up to you, research is pointing towards electronic methods as being the preferable option. They improve organization, accessibility and have wider time-related advantages for healthcare practices. Choosing the right software is critical for your success, but luckily there are many perfectly suitable options available. 

How does an electronic system work?

When making the move to healthcare software, it is important that you develop some understanding of how these systems work.

Most healthcare platforms employ cloud-based technology, which refers to the use of information, applications, and resources over the internet, instead of on a hard drive. This means that your clinical documentation is stored on a remote server, where it can be accessed by authorized users from any device. 

Cloud-based systems update in real-time, meaning that any changes to clinical documents or patient records are altered instantly. This ensures that providers are kept informed and aware of the current health status of their patients. Additionally, the maintenance and updates of cloud-based systems are managed externally, ensuring that your practice is constantly using the most recent technology without having to worry about internal maintenance.

Most healthcare platforms come integrated with various note templates for you to choose from. After you write your clinical documentation, it is encrypted and stored on a centralized database, where it can be accessed 24/7 by authorized users. Cloud-based technology is a highly sophisticated yet easy-to-use method of creating and storing all forms of clinical documentation. 

Different clinical documentation platforms 

One of the most difficult aspects of implementing new documentation software into your practice is deciding which one will work best for your business. Fortunately, as healthcare technology is continuously advancing, we are seeing a rise in the number of platforms developing sophisticated documentation systems. The features offered by each of these providers tend to be fairly similar, but to help you in your search and to develop your understanding of how this type of software works, we have compiled a list of some of the most popular systems. 

Carepatron: Carepatron offers a fully integrated HIPAA-compliant clinical documentation platform. Practitioners can complete their documentation from any device, where it is uploaded and stored in real-time, using cloud-based technology. The clinical documentation process is assisted by various features, including note templates and voice-to-text dictation. The platform is integrated with a sophisticated EHR, medical billing and coding features, appointment scheduling, and a patient portal. 

Therapy Notes: Therapy Notes is a cloud-based platform that specializes in mental and behavioral health. The system offers various customizable templates that have been specifically designed for practitioners working in certain fields, including psychologists, psychiatrists, mental health therapists, and counselors. The software includes an EHR and is also integrated with billing features, appointment scheduling, and a patient portal. 

Simple Practice: Simple Practice offers a HIPAA-compliant platform designed to streamline the administrative tasks of a healthcare practice, including clinical documentation. Practitioners have access to a note template library, and documentation is securely stored using cloud-based technology. Simple Practice also offers features targeting appointment scheduling, billing, coding, and remote healthcare.

NextGen Healthcare: Also using cloud-based technology, NextGen Healthcare has been designed to help private practices optimize their efficiency. Clinical documentation can be completed from any device at any time, with an additional speech-to-text dictation feature. NextGen Healthcare is also integrated with a patient portal, online appointment scheduling, and telehealth features.

How to look after your documentation

Now you know what clinical documentation is, why it is important and how to produce high-quality notes, you might be thinking we’ve covered all there is to know. 

However, that’s not quite the case. 

Because healthcare practitioners deal with such confidential information, there are certain guidelines that must be complied with after creating documentation. This is known as . We’re not going to dive too deeply into the intricacies of how compliance works for healthcare practices, but it is important that you know how certain rules and regulations impact the creation and storage of your notes.


The most important thing for you to be aware of is HIPAA compliance. HIPAA (or the Health Insurance Portability and Accountability Act) is primarily concerned with patient privacy. The act outlines various guidelines that healthcare practices must adhere to to ensure the safety of patient data. We won’t go into too much detail regarding what each of these entails, but the five main guidelines of HIPAA are privacy, security, transaction, identifiers, and enforcement. Basically, a breach of HIPAA will result in negative consequences for the practitioner at fault and the practice they work for. This could mean a substantial fine, a suspension, or a loss of license. 

Whilst you may consider yourself an expert on HIPAA and other compliance guidelines, you need to remember that any third-party service you use that handles your data also needs to be compliant. When researching remote service providers or healthcare systems, it is critical that they implement security protocols. 

For example, Carepatron’s integrated healthcare platform meets or exceeds the following standards:

  • GDPR
  • Australian Privacy Principles 

As part of their compliance guidelines, they employ the following protocols:

Bank-level encryption - Patient data is protected with multiple layers of AES-256 encryption. This ensures that all sensitive information is protected during the electronic transmission and storage process. AES-256 encryption is the same type of protection used by financial institutions and banks, ensuring that patient data is kept safe and secure at all times. 

24/7 monitoring - AWS servers are controlled at the perimeter, as well as at entry points by personnel. Systems are monitored by professional staff through video surveillance, intrusion detection systems, as well as other electronic methods, all to ensure that there is also a physical layer of protection for your data. Having this additional layer increases the difficulty of information being leaked or hacked, and prevents sensitive patient data from being compromised. 

Cloud accreditations and certifications - Carepatron is partnered with Amazon web services (AWS) to achieve three levels of certifications. These include PCI DSS Level 1 (Payment Card Industry Data Security Standard), FIPS 140-2 (United States Federal Information Processing Standard ),and ISO 27001 (Information Security Management System). This means that all online payments are highly secure, and all systems work in a coalition with information processing standards. 

What else can you do to ensure compliance?

In addition to complying with HIPAA guidelines and other regulations dictated by local, state, and federal laws, it is important that your practice implements internal protocols. Clinical documentation often contains sensitive information (including a patient’s name, date of birth, medical history, diagnoses, and past treatments), so keeping this data safe is of the utmost importance.

We have compiled a list of basic, necessary tips that you should implement into your practice to elevate the protection and security of your data.

Security updates: All of your systems should be regularly updated to ensure they have the most recent security protocols in place. If you use cloud-based technology, the external provider should manage these updates for you.

Passwords: Every device that contains sensitive material should have a password, and these need to be regularly changed. Additionally, access to clinical documentation should be monitored by passwords to ensure only authorized users can see patient data.

Sharing documents: One of the most common breaches of HIPAA occurs when practitioners attach documents to non-secure messaging channels, like email. You should have protocols in place dictating how information should be shared, and any type of transmitted data needs to be encrypted.

Clinical documentation improvement 

Clinical documentation is at the heart of almost every field of healthcare. As various processes, including medical billing and insurance, are becoming increasingly complicated, we are seeing a growing need for improving clinical documentation

As such, an increased number of healthcare practices have begun implementing regular clinical documentation improvement programs. CDI programs are primarily focused on improving general documentation, coding, and reimbursement methods. Generally, CDI will analyze a practice’s current documentation procedures and identify areas requiring improvement. CDI focuses on the translation of a patient’s current medical condition into coded data. This process is known as medical coding, and whilst we won’t go into too much detail about how coding works, it is important to understand how it relates to documentation.

After clinical documentation has been written, it is turned into codes that are used for billing and reimbursement. In order for a practice to receive payment, these codes need to accurately reflect the patient’s condition and the services they received. Currently, the healthcare industry is showing an unfortunate trend of steadily increasing claim rejections due to inaccurate codes. CDI programs help to guarantee that the coding process occurs accurately and efficiently, ensuring that practices receive reimbursement for their services.

In addition to improved reimbursement, CDI programs have been shown to lead to greater patient care and data quality, culminating in a better healthcare experience for both patients and providers. 

Clinical documentation software

Future trends with clinical documentation: the importance of transparency 

The healthcare industry is a highly fluid system that is constantly adapting to the patient and provider needs. One of the biggest changes that we are currently seeing in the industry is a shift to a model of consumer-based care. Amongst other things, consumer-based care places a significant amount of value on patient satisfaction, and one of the biggest influences on satisfaction is transparency. 

Achieving transparency during a treatment process can cause a lot of stress for healthcare providers, especially if their patient is receiving care from multiple departments and facilities. Nevertheless, improving communication and establishing a safe and comfortable environment for patients should always be a primary focus for healthcare practitioners. 

So how exactly can you achieve good transparency? The answer, as I’m sure you have already guessed, lies with clinical documentation.

Currently, there are a few barriers evident within the majority of clinical documents that are preventing patient engagement. Patients often struggle to properly access their records, despite the vast majority of practices using EHR systems. Further, clinical documentation isn’t designed to be read by patients, and is often filled with medical jargon and unfamiliar abbreviations. Lastly, there is also the issue of providers not wanting their patients to have access to clinical notes, fearing that they will be angered or upset by their contents. 

However, if the goal of the healthcare industry is to establish a positive and trusting relationship between providers and patients, we need to find a solution to each of these issues. The complete breakdown of these barriers will likely take time, however, there are various strategies you can employ to elevate transparency and increase patient engagement with clinical documentation:

Reduce the jargon: We understand that using medical jargon speeds up the process of writing documentation, but it is important to recognize it is a barrier to patient engagement. Using universally understood language isn’t an overly difficult task for providers, and it is an easy way to improve effective practitioner-patient communication. 

Objectivity: Clinical notes often include professional opinions regarding the health status of a patient. Whilst these are a necessary element of producing documents, it is important that you remain as objective as possible. A good way to look at it is by focusing on describing the patient’s behavior rather than making a judgment. Any statement you make should be backed up by some sort of evidence and you should refrain from using words that have negative connotations. 

Patient portal: Patient portals refer to a personalized platform that contains a patient’s appointment details, payment information, and certain forms of clinical documentation. Patients are able to log onto their portals and access these resources, allowing them to stay up to date and informed about their health status and treatment plan. Patients can also utilize the direct communication channel it provides with their physicians, allowing them to raise questions or clarify aspects of their records/treatment that they don’t understand.

With the increasing focus on making the healthcare process as transparent as possible, it has become more important than ever to improve both the quality and accessibility of clinical documentation. It can be easy to forget that patients are often going through some of the most difficult and vulnerable times of their lives. Focusing on effective communication will help them to feel confident and comfortable with your services, improving quality of care whilst also enabling better clinical outcomes. 

What you should do with this information

So now you know most of the important information regarding clinical documentation, what are the next steps that you can take?

The most important thing for you to remember is that your documentation can always be improved. As a healthcare professional, it is your responsibility to stay on top of your record-keeping and ensure all of your documents contain relevant information. If you run your own practice, you should be implementing various protocols and programs designed to elevate the documentation produced by your employees.

Although the actual process of writing documentation is highly dependent on the individual preferences of each practitioner, research continues to highlight the advantages of utilizing an electronic documentation system. With sophisticated software, your practice will be able to streamline the clinical documentation process whilst still focusing on creating accurate, consistent, and concise notes.  

Ultimately, the most important thing you need to understand is the role that clinical documentation plays in the healthcare field. When you break it down, you can see that documentation has a type of trickle-down effect. When the documentation is good, then patient outcomes are better, communication is improved and reimbursement is faster. Consistently producing high-quality clinical documentation is one of the most effective ways that you can contribute to a better healthcare system with improved clinical outcomes and patient-provider communication. 

Further Reading

If you are interested in furthering your knowledge of clinical documentation and how it interacts with various processes in the healthcare industry, feel free to read the below articles:

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Here are 10 of the most commonly used ICD-10 Codes for Speech Therapy, so you can ensure your practice maintains its compliance and delivers accurate care services to patients in need.

Jamie Frew
Jamie Frew
7min read

Using the Right ICD Code for Autism

Having a good grasp of ICD codes will allow your practice to improve its compliance processes and ensure it receives accurate reimbursement. Here are some useful tips for accurately using ICD codes to diagnose Autism Spectrum Disorder.

Jamie Frew
Jamie Frew
7min read

A guide to CPT codes and how to use them

CPT codes are an essential aspect of classifying medical procedures in order to receive reimbursement. Check out this how-to guide and become an expert on CPT codes in no time.

Jamie Frew
Jamie Frew
7min read

Top ICD 10 Codes for Anxiety in 2023

Having a good understanding of commonly used ICD 10 codes will help your practice receive reimbursement in a timely manner. Find out what the most commonly used codes for anxiety are in 2023, and improve the efficiency of your medical billing and coding process.

Jamie Frew
Jamie Frew
7min read

10 coping skills worksheets for children (Examples)

Check out these 10 coping skills worksheets and help your young clients develop the skills to overcome whatever challenges they may be facing. These tasks are relevant, engaging, and most importantly, effective.

Jamie Frew
Jamie Frew
5min read

11 fun and engaging group activities for self care

Here are 11 fun and interesting group self-care activities that will leave you feeling refreshed and re-energized. From taking a yoga class together to hosting a game night, these activities will help you take care of yourself.

Jamie Frew
Jamie Frew
6min read

11 CBT Group Therapy Activity Ideas With Examples

Discover 11 creative and engaging CBT group therapy activity ideas with examples to help your clients build coping skills and improve their mental health.

Jamie Frew
Jamie Frew
6min read

20 ICD Codes for Mental Health in 2023

Here are 20 of the most commonly used ICD codes in the mental health sector in 2023. Having a good understanding of these codes will improve your medical billing and coding processes, enabling your practice to receive reimbursement at a much faster rate.

Jamie Frew
Jamie Frew
7min read

Top examples of group therapy game ideas

Check out some of the most effective group therapy game ideas, and help guide your clients toward their desired clinical outcomes using fun, engaging, and meaningful intervention strategies.

Jamie Frew
Jamie Frew
6min read

11 Engaging Ideas For Counseling Group Therapy

Discover effective and engaging ideas for your counseling group therapy sessions. Enhance your facilitation and improve outcomes for your clients. Read now.

Jamie Frew
Jamie Frew
8min read

11 ideas to run an effective family therapy session

Check out these 11 ideas to run an effective family therapy session. Designed to facilitate a safe environment, these ideas will improve your clients’ communication and honesty, guiding them toward good clinical outcomes.

Jamie Frew
Jamie Frew
8min read

Using ICD-10 Code for ADHD in 2023

We understand that using ICD codes can be confusing, so here is an in-depth overview and explanation of how to use ICD codes for ADHD diagnoses, helping you deliver accurate and useful treatment interventions for your clients.

Jamie Frew
Jamie Frew
8min read

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