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After completing this lesson you will be able to: 1. Describe why follow-up, communication, and documenting are important. 2. Describe types of situations related to medication support that require documentation, follow-up, and communication. 3. Describe the critical components of effective in-person communication and written documentation. 4. Correctly document medications as described on a medication administration record (MAR) and identify additional documentation, communication, or follow-up needed. 5. Recognize and respond to situations related to medications that are potential abuse, neglect, and exploitation. ©2005 College of Direct Support, Medication Support, Lesson #5, Page 1 of 9
Transcript

After completing this lesson you will be able to:1. Describe why follow-up, communication, and documenting are

important. 2. Describe types of situations related to medication support that

require documentation, follow-up, and communication. 3. Describe the critical components of effective in-person

communication and written documentation. 4. Correctly document medications as described on a medication

administration record (MAR) and identify additional documentation, communication, or follow-up needed.

5. Recognize and respond to situations related to medications that are potential abuse, neglect, and exploitation.

©2005 College of Direct Support, Medication Support, Lesson #5, Page 1 of 9

OJT ListOn-the-Job Training (OJT) statements are observable measures of skill that a person can demonstrate. These are the OJT statements for Lesson #5: Follow-up, Communication, and Documentation.

• The direct support professional can describe the systems for communication, documentation, and follow-up in the area of medication support required by his or her employer.

• The direct support professional effectively prioritizes communication and documentation needs when dealing with medications and medication-related situations.

• The direct support professional is familiar with all standard forms used by his or her employer for documenting medications and medication-related events.

• The direct support professional completes all medical-related documentation as soon as possible after an event.

• The direct support professional makes sure s/he does not leave the support situation before completing all necessary medical-related documentation.

• The direct support professional knows how to complete and update a medication administration record as required by his or her employer.

• The direct support professional can describe the terms abuse, neglect, and exploitation as they are defined by his or her employer and/or state.

• The direct support professional complies with all reporting requirements and with ethical standards related to the reporting of potential abuse, neglect, or exploitation of vulnerable people.

• The direct support professional can identify potential abuse, neglect, or exploitation situations that are related to medication supports.

©2005 College of Direct Support, Medication Support, Lesson #5, Page 2 of 9

Portfolio ListPortfolio samples are examples of work a person could place in a portfolio based on the content of this lesson. These are the Portfolio suggestions for Lesson #5: Follow-up, Communication and Documentation.

• The direct support professional (DSP) gathers samples of all the types of medically related documentation that he or she completes in his or her role as a direct support professional. A summary statement is included. This statement describes the samples and the situations in which they are used. The direct support professional describes which samples show effective documentation and which samples could be improved and how. The statement also includes the direct support professional’s methods for insuring documentation is completed and how the DSP personally balanced these responsibilities with the other responsibilities of direct support.

• The direct support professional prepares work samples regarding a medication related situation in which the DSP must communicate with a variety of people and in a variety of ways. (Included could be incident reports, samples pages from an individual health record, phone log records, doctor’s referral forms, etc.) The work sample includes a summary of what happened; who the DSP contacted as well as when and how; and how the direct support professional prioritized the communication. The DSP also includes a review of what s/he learned in the process, and what, if anything he or she would do differently in the future based on what was learned through the entire experience.

• The direct support professional includes a sample of a medication administration record that he or she has completed for a person that he or she supports. A summary statement includes a description of how the MAR is used, what type of shorthand is used on the MAR, and for what situations additional documentation is needed.

• The direct support professional provides documentation of a situation where he or she reported a potential medical-related abuse, neglect, or exploitation of a person to whom he or she provided support. The work sample includes a variety of documentation that was completed. The DSP provides a summary statement regarding the situation and why he or she chose to report it. The statement describes to whom the DSP communicated, what was communicated, and how s/he made this report. In addition, the DSP specifies what s/he did to determine the outcome of the Maltreatment report and to whom s/he shared the report. A reflection on whether the DSP would do anything differently now and why or why not is included.

©2005 College of Direct Support, Medication Support, Lesson #5, Page 2 of 9 ©2005 College of Direct Support, Medication Support, Lesson #5, Page 3 of 9

Types of Documentation and Using the Toolkit FormIt is very important that you know all the types of documentation for which you are responsible. Check with your employer. Find out where and when any documentation needs to be completed. Ask the employer if they use standardized forms and formats. If so, ask to see samples of these.

On the next page is a form that you can use to organize your questions regarding medically related documentation, communication, and follow-up. You can print it up and use it during a discussion or training event regarding communication and documentation. Complete this form as soon as possible.

©2005 College of Direct Support, Medication Support, Lesson #5, Page 4 of 9

Reg

ardl

ess o

f set

ting,

dire

ct su

ppor

t pro

fess

iona

ls m

ust k

now

four

ess

entia

l ele

men

ts o

f effe

ctiv

e co

mm

unic

atio

n, d

ocum

enta

tion

and

follo

w-u

p:W

hat t

o co

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ate;

how

to c

omm

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ate

the

info

rmat

ion;

to w

hom

to c

omm

unic

ate

it; w

hen

to c

omm

unic

ate

it.

Dir

ectio

ns: O

n th

is c

hart

are

seve

ral t

ypes

of e

vent

s or s

ituat

ions

rela

ted

to m

edic

atio

n su

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t. As

k yo

ur e

mpl

oyer

to re

view

thes

e si

tuat

ions

with

you

. Ask

whi

ch o

f the

se y

ou w

ill

be re

spon

sibl

e fo

r (m

ark

with

a y

es).

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ere

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stan

dard

form

or f

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at u

sed,

ask

to se

e an

exa

mpl

e co

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Yes

No

How

to C

omm

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Info

rmat

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(e.g

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ritte

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?)

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n to

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mun

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s?)

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mun

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Wha

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e.g.

, EM

S,

Supe

rvis

or, R

N, F

amily

?)R

egul

ar a

nd r

outin

e si

tuat

ions

:

Trac

king

whi

ch m

edic

atio

ns a

re g

iven

and

how

muc

h.

Not

ing

whe

n su

pplie

s of m

edic

atio

ns a

re o

rder

ed o

r re

ceiv

ed fr

om th

e ph

arm

acis

t.R

evie

win

g or

pre

parin

g a

new

mon

thly

med

icat

ion

adm

inis

tratio

n re

cord

.K

eepi

ng tr

ack

of b

ehav

iora

l res

pons

es to

med

icat

ions

or

certa

in v

ital s

igns

(suc

h as

blo

od p

ress

ure)

.

Shar

ing

the

resu

lts o

f med

ical

and

den

tal a

ppoi

ntm

ents

.

Trac

king

whe

n m

edic

atio

ns a

re tr

ansf

erre

d to

or f

rom

an

othe

r per

son

or fa

cilit

y.K

eepi

ng tr

ack

of m

edic

atio

ns th

at a

re c

onsi

dere

d co

ntro

lled

subs

tanc

es.

Oth

er:

Oth

er:

Oth

er:

Oth

er:

Type

s of C

omm

unic

atio

ns

©2005 College of Direct Support, Medication Support, Lesson #5, Page 4 of 9

©20

05 C

olle

ge o

f Dire

ct S

uppo

rt, M

edic

atio

n Su

ppor

t, Le

sson

#5,

Pag

e 5

of 9

Exp

ecte

d si

tuat

ions

that

are

out

of t

he r

outin

e:

Mild

and

tem

pora

ry si

de e

ffect

s to

a m

edic

atio

n.

Use

of “

as n

eede

d” (P

RN

) med

icat

ions

.

The

dest

ruct

ion

or d

ispo

sal o

f a m

edic

atio

n.

A c

hang

e in

med

icat

ions

incl

udin

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chan

ge in

dos

age,

tim

ing,

med

icat

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or a

tem

pora

ry h

old

on a

med

icat

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need

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btai

n co

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t for

cer

tain

pro

cedu

res.

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icat

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hold

s

Pack

agin

g an

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ndin

g m

edic

atio

ns (L

eave

s)

Oth

er:

Situ

atio

ns m

eant

to b

e av

oide

d, b

ut th

at m

ust b

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mm

unic

ated

:Th

e po

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n ha

s bee

n ab

used

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lect

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r ex

ploi

ted.

Seve

re o

r ser

ious

pro

blem

reac

tions

to m

edic

atio

ns.

Med

icat

ion

refu

sals

or e

rror

s.

The

need

to b

e ho

spita

lized

.

An

unex

pect

ed o

r dan

gero

us c

hang

e in

beh

avio

r or v

ital

sign

s.La

ck o

f exp

ecte

d tre

atm

ent r

esul

ts (s

uch

as b

reak

thro

ugh

seiz

ures

, or c

ontin

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prob

lem

with

blo

od p

ress

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Inju

ries,

seve

re il

lnes

s or d

eath

.

Oth

er:

Type

s of C

omm

unic

atio

ns

©20

05 C

olle

ge o

f Dire

ct S

uppo

rt, M

edic

atio

n Su

ppor

t, Le

sson

#5,

Pag

e 6

of 9

Exp

ecte

d si

tuat

ions

that

are

out

of t

he r

outin

e:

Mild

and

tem

pora

ry si

de e

ffect

s to

a m

edic

atio

n.

Use

of “

as n

eede

d” (P

RN

) med

icat

ions

.

The

dest

ruct

ion

or d

ispo

sal o

f a m

edic

atio

n.

A c

hang

e in

med

icat

ions

incl

udin

g a

chan

ge in

dos

age,

tim

ing,

med

icat

ion,

or a

tem

pora

ry h

old

on a

med

icat

ion.

The

need

to o

btai

n co

nsen

t for

cer

tain

pro

cedu

res.

Med

icat

ion

hold

s

Pack

agin

g an

d se

ndin

g m

edic

atio

ns (L

eave

s)

Oth

er:

Situ

atio

ns m

eant

to b

e av

oide

d, b

ut th

at m

ust b

e co

mm

unic

ated

:Th

e po

ssib

ility

that

a p

erso

n ha

s bee

n ab

used

, neg

lect

ed, o

r ex

ploi

ted.

Seve

re o

r ser

ious

pro

blem

reac

tions

to m

edic

atio

ns.

Med

icat

ion

refu

sals

or e

rror

s.

The

need

to b

e ho

spita

lized

.

An

unex

pect

ed o

r dan

gero

us c

hang

e in

beh

avio

r or v

ital

sign

s.La

ck o

f exp

ecte

d tre

atm

ent r

esul

ts (s

uch

as b

reak

thro

ugh

seiz

ures

, or c

ontin

ued

prob

lem

with

blo

od p

ress

ure)

Inju

ries,

seve

re il

lnes

s or d

eath

.

Oth

er:

Critical Components of In-Person CommunicationDirections: 1. Watch the two videos on screen 14 of the lesson. 2. As you watch the videos. Look for the differences in how the situation was handled and watch closely for the following: a. What steps did the direct support professional take in the second video that are likely to make sure that Jay (the person receiving services) was more comfortable?

b. What steps did this DSP take that will help the medical professionals provide better treatment?

3. Jot down a few specific things that were done. Note at least 3 differences.

©2005 College of Direct Support, Medication Support, Lesson #5, Page 7 of 9

Understanding Your Roles and Responsibilities in DocumentationIt is very important that you know all the types of documentation for which you are responsible. Check with your employer. Ask the employer if they use standardized forms and formats. Find out where and when any documentation needs to be completed. Earlier in this lesson, you were shown a form that you can use to organize your questions regarding medical-related documentation, communication, and follow-up. Be sure to ask specifically about standard forms and methods of documentation.

Policies and Procedures Regarding Documentation and ConfidentialityAsk your employer if they have any policies and procedures regarding documentation. Get a copy and review them. Ask any questions that you have.

Ask your employer about privacy and confidentiality practices. Find out what information can be shared and what cannot. Ask your employer how HIPAA is applied to documentation in a direct support situation.

New Orders for MedicationsFind out from your employer how new orders are supposed to be handled. You may need to contact a supervising nurse or doctor. You may be responsible for updating the MAR or you may need to simply share this information with the correct person.

©2005 College of Direct Support, Medication Support, Lesson #5, Page 8 of 9

Use of PRNsThere are often regulations regarding the use of PRNs that must be followed. For instance, in some places, a direct support professional cannot assist with administering a PRN medication without calling the prescribing practitioner first. Find out from your employer what guidelines you must follow.

In licensed facilities, a doctor’s signature often is required before using a PRN. In these cases, the employer will usually have a single list of approved PRN medications signed for each person. Be sure to review these carefully for each person you support. Different people will use different PRNs. In some cases, this is due to allergies or other problem reactions. Always make sure a PRN is safe for the person before using it.

Find out from your employer where and how PRNs are documented. Also determine what are the critical components of timing and where the reason for using PRNs are written.

Recognizing and Responding to Potential Abuse, Neglect, and ExploitationThe federal and state government and/or employer may have specific definitions regarding these terms and the term Maltreatment. Ask your employer to provide you with the definitions and any policies and procedures related to reporting of these incidents. Review these and ask any questions you may have.

If you are directly employed by a person with a disability and/or a family, ask them if they are aware of government polices regarding reporting these situations. You can check with local law enforcement agencies and/or your local department of human services to find out more about your roles and responsibilities.

In some cases, direct support professionals are mandated reporters of these incidents. This means if you are aware of a potential case of abuse, neglect, or exploitation you must properly report it. If you do not report, you may be held responsible. You can even face criminal or civil charges.

©2005 College of Direct Support, Medication Support, Lesson #5, Page 8 of 9 ©2005 College of Direct Support, Medication Support, Lesson #5, Page 9 of 9


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