Vernon Jubilee Hospitalists

The PEN Project (Physician Electronic Note)

Focusing on template development to standardize the structure of electronic notes to improve handovers in the hospitalist setting, the project was initiated through PQI in 2020. At completion, the VJH Hospitalist group had a 65% (from 10%) adoption rate of electronic record keeping when providing in-patient care. The project did not focus on the content of the notes generated, but did strive to develop templates through multidisciplinary stakeholder engagement. The majority of hospitalists in the program felt that electronic notes improved care and handover, especially when a single physician are required to field calls for 130 – 180 patients at night. 

1 year after the project was completed, the adoption rate for electronic documentation in the hospitalist service at VJH was 100%. Since then, it is considered the standard of care at VJH and all locums, new contractees, NP’s and AP’s working in the program are expected to document electronically from day 1. In partnership with Digital Health, new providers can request an onboarding session to ensure that they are comfortable using the software to generate their notes. 

History and Physical

HOSPITALIST ADMISSION NOTE
[Insert Hospital]

ID: []

Referred by: []

REASON FOR ADMISSION:
[]

HISTORY OF PRESENTING ILLNESS:
[]

GOALS OF CARE:
[]

PAST MEDICAL HISTORY:
[]

PAST SURGICAL HISTORY:
[]

ALLERGIES:
[]

HOME MEDICATIONS:
[]

SOCIAL HISTORY:
[]

IMMUNIZATIONS:
[Up to date]

FAMILY HISTORY:
[None relevant]

EXAMINATION:
Vitals: []

General: [Appears well, no pallor, no jaundice, no peripheral edema, no clubbing, no signs of dehydration, skin is normal]
HEENT: [NAD]
Chest: [clear with GAEB, no adventitious sounds]
CVS: [peripheral pulses are present pulse is regular, JVP is normal, S1 S2 = normal, no murmurs]
Abdomen: [No distension, no tenderness on palpation, no hepatomegaly or splenomegaly clinically, bowel sounds are present, no hernias]
Neurology: [orientated x 3, PEARL, No nystagmus, Finger-nose test is normal, heel to shin test is normal, no gaze palsy, CN I – XII roughly intact, power 5/5 throughout, reflexes are normal, Babinski is negative, no neck stiffness]
Musculo-skeletal: [NAD]

SPECIAL INVESTIGATIONS:
[]

ASSESSMENT & PLAN:
[]

DISPOSITION:
Admit to VJH Hospitalist
VTE: []
Diet: []
MOST: [If you made any changes or had discussions, leave out if captured in above section]
Consults: [PT, OT, TL, SW etc]
EDD: []

Thank you for involving the hospitalist service. This document was created using voice recognition software and as a result might contain some errors. If anything is not clear, please do not hesitate to contact me.

Progress Note

HOSPITALIST PROGRESS NOTE
[Insert Hospital]

MOST []

SUMMARY:
[80-year-old female admitted with CHF.]

TODAY:
[Capture SOAP elements reflecting changes in patient’s condition, reasons for change of treatment and outcome of treatment]

Plan:
[List today’s plan]

ACTIVE ISSUES:
[Problem list]

BARRIERS:
[]

PMH:
[]

This document was created using voice recognition software and as a result might contain some errors. If anything is not clear, please do not hesitate to contact me.

Discharge Summary

HOSPITALIST DISCHARGE SUMMARY
[Insert Hospital]

MOST []

DATE OF ADMISSION: []
DATE OF DISCHARGE: []
DESTINATION: []

PRIMARY DIAGNOSIS:
[]

SECONDARY DIAGNOSIS:
[]

CONSULTATIONS:
[]

PROCEDURES:
[None]

PAST MEDICAL HISTORY:
[Import from progress note and ensure updated with new findings]

DISCHARGE MEDICATIONS:
[]

SUMMARY OF ADMISSION:
[Provide a one paragraph summary, can import summary and just add information]

FOLLOW UP AND RECOMMENDATIONS:
1. [Recommended follow up labs, imaging etc ]
2. [Results pending at time of discharge]
3. [Referrals submitted while in hospital ]


Thank you for involving the hospitalist service. This note was created with voice recognition software and may contain some errors. If anything is unclear, please do not hesitate to contact me.

To access and copy and paste the template into MModal or directly into Meditech, click on the Clinical Menu item in the header. 

Template Development and Efficiency

Why template development? 

  • The current version in Meditech does not provide the ability to generate tags or alter the name of the document to provide more information. All documents are generically stored to comply with CDX and downstream distribution of the documents to other systems. 
  • Hospitalists comes from different backgrounds and often has different documentation styles. 
  • Templates were felt to be paramount to improve effiiciency when finding the information you are looking for at handover and when on-call, but also during Quality Reviews or complaints. 

Why not just use a SOAP structure for the progress note?

  • Canadian EMR’s provide physician owners with the ability to build personal structured profiles of their patients within the screen used to capture progress notes. 
  • Hospital and Group Practices is more complicated in that regard, as information stored in pre-defined sections in the EHR is not always your own and can be outdated or incorrect. 
  • Templates allows for information to be carried forward in a structured and standardized fashion that can then be updated sequentially and effectively used to generate referral letters and discharge summaries.
  • Patient’s on hospitalist service are often very complex with multiple co-morbidities. The ability to bring this into a structured note leads to better care. 

What is the pitfalls when it comes to templates?

  • If not updated on regular basis, notes becomes very monotone and outdated when copied and pasted. This can make it very difficult to follow the progress of the patient during their stay in hospital. 

How can we mitigate this pitfall?

  • RUNNING SUMMARY: Based on our research during the project, US-based hospitalists indicated that a running summary is crucial from a handover and QI perspective. The summary should ideally include:
    • The reason and date of admission
    • Treatments received and response
    • Complications during the hospitalization period. 
    • Consultations and recommendations
    • Serious illness conversations and plans
    • Resolved issues and estimated date it was considered resolved. 
  • TODAY SECTION: The today section should include a SOAP element and should be the focus of the hospitalist for that day. During the last few years, we have noticed that physicians often neglect this very important part of the progress note, which leads to decrease efficiency. 
  • PAST MEDICAL HISTORY: Including this section, allows hospitalists to keep a “live” version of the PMH that can be transferred to the discharge summary upon discharge. (It is vitally important that it is updated to ensure the correct information is copied forward)
PEN Project by Johann Schreve

INNOVATION

Before the AI era…

As this project was started prior to the AI era, we invested in a website to make retrieving templates easier. The website is still being used today and the templates can easily be retrieved by clicking on the Clinical menu item in this website. All templates were programmed to be dictation ready and allows providers to complete the sections as they see fit. Templates can be pasted directly in Meditech or in the MModal software for personalization. 

In the AI era…

We will be working on developing prompts that can be used with AI providers to the note structure remains unaltered. Stay tuned. 

Resources

Clinical

Research

Calculators

Antibiotics

COGNITIVE SCREENS

VJH Templates

H&P

Progress Note

Consult

Discharge

Transfer

Templates

Learn more about our templates here.

H&P

Progress Note

Consult

Discharge

Transfer

Inhalers