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Quality of nursing documentation and approaches to its evaluation ...

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N. Wang et al.<br />

Introduction<br />

In modern healthcare organizations, the quality <strong>and</strong> coordination<br />

<strong>of</strong> care depend on the communication between<br />

different caregivers about their patients. Documentation is a<br />

communication <strong>to</strong>ol for exchange <strong>of</strong> information s<strong>to</strong>red in<br />

records between nurses <strong>and</strong> other caregivers (Urquhart et al.<br />

2009). <strong>Quality</strong> <strong>nursing</strong> <strong>documentation</strong> promotes structured,<br />

consistent <strong>and</strong> effective communication between caregivers<br />

<strong>and</strong> facilitates continuity <strong>and</strong> individuality <strong>of</strong> care <strong>and</strong><br />

safety <strong>of</strong> patients (Björvell et al. 2000, Voutilainen et al.<br />

2004).<br />

Nursing <strong>documentation</strong> is defined as the record <strong>of</strong><br />

<strong>nursing</strong> care that is planned <strong>and</strong> given <strong>to</strong> individual<br />

patients <strong>and</strong> clients by qualified nurses or by other<br />

caregivers under the direction <strong>of</strong> a qualified nurse (Urquhart<br />

et al. 2009). It attempts <strong>to</strong> show what happens in the<br />

<strong>nursing</strong> process <strong>and</strong> what decision-making is based on by<br />

presenting information about admission, <strong>nursing</strong> diagnoses,<br />

interventions, <strong>and</strong> the <strong>evaluation</strong> <strong>of</strong> progress <strong>and</strong> outcome<br />

(Nilsson & Willman 2000, Karkkainen & Eriksson 2003).<br />

In addition, <strong>nursing</strong> <strong>documentation</strong> can be used for other<br />

purposes such as quality assurance, legal purposes, health<br />

planning, allocation <strong>of</strong> resources <strong>and</strong> <strong>nursing</strong> development<br />

<strong>and</strong> research. For achieving these purposes, <strong>nursing</strong><br />

<strong>documentation</strong> needs <strong>to</strong> hold valid <strong>and</strong> reliable information<br />

<strong>and</strong> comply with established st<strong>and</strong>ards (Idvall &<br />

Ehrenberg 2002, Karkkainen & Eriksson 2003, Urquhart<br />

et al. 2009).<br />

Nursing has been concerned with patient data since the<br />

early days <strong>of</strong> Nightingale (Gogler et al. 2008). It was<br />

advanced with the introduction <strong>of</strong> the <strong>nursing</strong> process in<strong>to</strong><br />

the clinical setting (Oroviogoicoechea et al. 2008). The<br />

<strong>nursing</strong> process is a structured problem-solving approach <strong>to</strong><br />

<strong>nursing</strong> practice <strong>and</strong> education <strong>and</strong> was first explained by<br />

Yura <strong>and</strong> Walsh in 1967. It originally comprised <strong>of</strong> four<br />

stages: assessment, planning, implementation <strong>and</strong> <strong>evaluation</strong><br />

<strong>of</strong> care <strong>and</strong> lately included <strong>nursing</strong> problem or diagnosis<br />

(Björvell et al. 2000). The <strong>nursing</strong> process model has been<br />

widely used as a theoretical basis for <strong>nursing</strong> practice <strong>and</strong><br />

<strong>documentation</strong>.<br />

Over the last few decades, more efforts have been made <strong>to</strong><br />

advance <strong>nursing</strong> <strong>documentation</strong> <strong>to</strong> increase <strong>its</strong> usability. One<br />

<strong>of</strong> these initiatives was the development <strong>and</strong> use <strong>of</strong> researchbased<br />

st<strong>and</strong>ardized <strong>nursing</strong> terminologies such as the International<br />

Classification <strong>of</strong> Nursing Practice (ICNP) <strong>and</strong> the<br />

International Nursing Diagnoses Classification (NANDA<br />

International). St<strong>and</strong>ardized <strong>nursing</strong> languages provide common<br />

definitions <strong>of</strong> <strong>nursing</strong> concepts <strong>and</strong> allow for theorybased<br />

<strong>and</strong> comparable <strong>nursing</strong> data <strong>to</strong> emerge. Therefore,<br />

they promote shared underst<strong>and</strong>ing <strong>and</strong> continuity <strong>of</strong> care<br />

<strong>and</strong> make it possible <strong>to</strong> use records for research <strong>and</strong><br />

management purposes (Müller-Staub et al. 2007, Thoroddsen<br />

& Ehnfors 2007).<br />

The introduction <strong>of</strong> electronic <strong>documentation</strong> systems<br />

in<strong>to</strong> care practice has led <strong>to</strong> the transformation <strong>of</strong> <strong>nursing</strong><br />

record-keeping. Electronic <strong>documentation</strong> systems can<br />

improve health pr<strong>of</strong>essionals access <strong>to</strong> more complete,<br />

accurate, legible <strong>and</strong> up-<strong>to</strong>-date patient data (Larrabee<br />

et al. 2001, Oroviogoicoechea et al. 2008), although their<br />

effects on patient outcomes are inconclusive (Urquhart<br />

et al. 2009). With the widespread use <strong>of</strong> information<br />

technologies in <strong>nursing</strong> practice, st<strong>and</strong>ardized <strong>nursing</strong> language<br />

becomes essential because a uniform <strong>and</strong> controlled<br />

vocabulary enables electronic <strong>documentation</strong> systems <strong>to</strong><br />

aggregate data (Ehrenberg et al. 2001, Müller-Staub et al.<br />

2008b).<br />

Despite the wide recognition <strong>of</strong> the importance <strong>of</strong> quality<br />

<strong>nursing</strong> <strong>documentation</strong> <strong>and</strong> efforts made <strong>to</strong> enhance it,<br />

there are inconsistencies in the definition <strong>of</strong> good <strong>nursing</strong><br />

<strong>documentation</strong> because <strong>of</strong> variations in <strong>nursing</strong> <strong>documentation</strong><br />

practice based on different local requirements,<br />

<strong>documentation</strong> systems <strong>and</strong> terminologies across countries<br />

<strong>and</strong> settings. In research settings, the quality <strong>of</strong> <strong>nursing</strong><br />

<strong>documentation</strong> has been assessed by various auditing<br />

instruments with different criteria reflecting how quality<br />

was perceived by the researchers. There have been several<br />

recent reviews <strong>of</strong> <strong>nursing</strong> <strong>documentation</strong>. A systematic<br />

review conducted by Saran<strong>to</strong> <strong>and</strong> Kinnunen (2009) covered<br />

41 studies on evaluating <strong>nursing</strong> <strong>documentation</strong> <strong>and</strong><br />

focused on research designs <strong>and</strong> methods, which were not<br />

limited <strong>to</strong> record audit. The review provided insights in<strong>to</strong><br />

several audit instruments <strong>and</strong> issues relating <strong>to</strong> <strong>documentation</strong><br />

quality, but quality measures were not fully<br />

addressed. Other reviews on <strong>nursing</strong> <strong>documentation</strong> have<br />

had different focuses (Müller-Staub et al. 2006, Oroviogoicoechea<br />

et al. 2008, Urquhart et al. 2009, Jefferies et al.<br />

2010). None <strong>of</strong> them has concentrated on overall measurement<br />

st<strong>and</strong>ards <strong>and</strong> outcomes <strong>of</strong> <strong>nursing</strong> <strong>documentation</strong><br />

<strong>its</strong>elf, although segmental relevant information was found.<br />

This review attempts <strong>to</strong> provide such information <strong>to</strong> fill in<br />

the gap.<br />

The review<br />

Aim<br />

To identify <strong>and</strong> synthesize <strong>nursing</strong> <strong>documentation</strong> audit<br />

studies. The objectives include: exploring <strong>nursing</strong> <strong>documentation</strong><br />

auditing <strong>approaches</strong>, identifying audit instruments <strong>and</strong><br />

2 Ó 2011 Blackwell Publishing Ltd

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