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© BRIDGEPOINT 2006 1
Chartingas a Spiritual Practice:
The art & science of charting
CASC convention, Toronto, Ontario April 2011
Jan Kraus, Spiritual Care Department
© BRIDGEPOINT 2006 2
• Focus• A habit that brings you back to the Divine
and opens you up to the ways in which the Divine is present
• Theological reflection• A way of connecting the internal with the
external• A way of receiving grace
Spiritual Practice
© BRIDGEPOINT 2006 3
Why Bother?
• Fully participating members of the health care team must chart
• “If it is not written down – it did not happen”
• It is hospital policy
• It is line with CASC’ s standard of Professional Practice
© BRIDGEPOINT 2006 5
To Serve the Patient:
• To record our assessment and intervention
• To build an appropriate plan
• To provide continuity
© BRIDGEPOINT 2006 6
• To protect the patient from unwanted service/rituals
• To provide accountability to the patient
• To provide opportunity for education/growth
To Serve the Patient:
© BRIDGEPOINT 2006 7
To Serve the Team:
• To advocate
• To educate
• To share insight
• To humanize the hospitalization
• To engage in research
• To identify funding needs
© BRIDGEPOINT 2006 8
What are the Benefits to Your Practice?
• Promotes a holistic approach in the treatment setting
• Creates room to claim what you do and your specialty
• Supports communication with the multi-disciplinary team
• Helps you set priorities
Benefits to your practice
© BRIDGEPOINT 2006 11
Pause, take a deep breath
One step at a time
© BRIDGEPOINT 2006 12
Grab your Guidelines
Remember
Your CPE tools
Pruyser, Fitchett & friends
© BRIDGEPOINT 2006 13
Story Telling
• Our chart notes help tell the patient’s story
Professional Story Teller
© BRIDGEPOINT 2006 14
Questions to ask yourself before charting
• What is the most crucial information you want the team to know?
• What is clinically relevant?
• How will this information serve the patient and the team?
Action, reflection, new action
© BRIDGEPOINT 2006 15
• What did you observe? What did the patient tell you?
• What was your intervention?
• How did the patient (family member) respond to your intervention?
More questions
© BRIDGEPOINT 2006 16
Questions to ask yourself before charting
• What is your analysis of the spiritual issues the patient is addressing?
• What issues would you like to address during your future visits?
• What referrals do you need to make?
• What information is essential to protect the patients or the team?
More questions
© BRIDGEPOINT 2006 17
Charting Essentials
• Data - objective and subjective
• Analysis - spiritual issue patient is addressing
• Action – what did you do?
• Response –the patient’s words or actions
• Plan – what next?
© BRIDGEPOINT 2006 19
Data• Why are you seeing this patient – who
referred you? – Patient request; – Family request– Team meeting; – Case finding; – Healthcare professional; MD, OT, PT, RN, RPN,
RT, SLP, SW– Community clergy;
Data
© BRIDGEPOINT 2006 20
Data
• Did you review the chart? • How did you obtain consent?• What did you observe?
» How does the patient look to you – downcast, happy, worried, crying etc.
• What did the patient tell you?
Data
© BRIDGEPOINT 2006 21
Analysis
• What is the spiritual issue this patient is facing? This may or may not have been directly stated in the visit.
• Pt is facing spiritual issue of ….• Pt is exploring spiritual issue of …
Analysis
© BRIDGEPOINT 2006 22
Some examples:• Complicated grief, and/or multiple losses • Crisis of faith• Spiritual growth & development• Crisis of meaning & purpose• Values clarification• Grace & forgiveness• Desire to reconnect with faith community
Analysis
© BRIDGEPOINT 2006 23
Analysis
• In what ways do you see the spiritual issue impacting the patient’s physical and emotional health?
© BRIDGEPOINT 2006 24
Action
• Use ACTION VERBS to describe your intervention What did you do?
Action
© BRIDGEPOINT 2006 25
ACTION VERBS• Addressed• Affirmed• Arranged• Assessed• Created• Communicated• Educated• Encouraged• Engaged• Explored
• Facilitated• Invited • Informed• Offered• Prayed• Provided• Promoted• Read• Supported• Searched
Action Verbs
© BRIDGEPOINT 2006 26
Examples of phrases that reflect our action
• Addressed the issue of loss/grief/ healthy or maladaptive coping …….
• Affirmed pt’s experience of ………
• Assessed pt spiritual need at the present time
Examples of phrases that reflect our practice
© BRIDGEPOINT 2006 27
Examples of phrases that reflect our practice
• Created a safe environment for the pt to express their concerns
• Communicated pt’s concerns to NP/MD/RD/RT/RN etc…
Examples of phrases that reflect our practice
© BRIDGEPOINT 2006 28
• Educated about .. spiritual care services
commonalities of human response to loss, crisis or illness (normalizing)
• Encouraged verbalize of experience of hospitalization and illness
More Examples
© BRIDGEPOINT 2006 29
Examples of phrases that reflect our practice
• Engaged in active listening; in building a therapeutic relationship in cognitive re-structuringin life review
• Explored pt’s belief system and how it impacts their healing process
Examples of phrases that reflect our practice
© BRIDGEPOINT 2006 30
• Facilitated contact with;a local faith community/leader family meetingcommunication between the family
members• Informed about spiritual care services
available to the pt/ how to contact a chaplain
More Examples
© BRIDGEPOINT 2006 31
• Invited pt to express their feelings of …
• Prayed with the pt/family per pt. request for …
forgiveness, healing, acceptance, etc…
More Examples
© BRIDGEPOINT 2006 32
Examples of phrases that reflect our practice
• Provided …. … spiritual support and guidance… continuity of care/community… safe environment
• Promoted the continuation of religious/spiritual practice while in the hospital
Examples of phrases that reflect our practice
© BRIDGEPOINT 2006 33
• Read Sacred Scriptures as per pt. request
• Supported pt’s expression of feelings of …religious and spiritual beliefs practices religious doubt
More Examples
© BRIDGEPOINT 2006 34
Examples of phrases that reflect our practice
• Searched for meaning and purpose that the pt assigns to their life experience and current suffering
• Unable to complete assessment at this time due to (be specific)
Examples of phrases that reflect our practice
© BRIDGEPOINT 2006 35
Response
• How did the patient respond to your action/intervention?
»Actively engaged »Disclosed information about self and
experience – what is it?»Requested …»Expressed gratitude for …
Response
© BRIDGEPOINT 2006 36
Plan
• What will you do next?– Discharged from active case load– Will follow up (when and for what purpose)– Will consult with …– Will facilitate …– Will address the issue of …– Will reassess or complete assessment (Ax = assessment)– Will inform …– Will refer to …– Will arrange for … porter service for transportation to services– Will arrange for communion/clergy follow up/SOS/anointing
Plan
© BRIDGEPOINT 2006 37
Always!!!!!!!
Use pastoral prudence in what you write.
Ask yourself, “Will this information serve and protect the patient?”
Beware the legal complications of shadow charts
Always!
© BRIDGEPOINT 2006 38
Variations
• Charting is like walking a labyrinth
Spiritual practice
© BRIDGEPOINT 2006 39
Focus note
• Focus: Spiritual/Cultural• Data:• Analysis: • Action: • Response: • Plan:• Your signature and title
Focus Note