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NA NACC WEBINAR: CC WEBINAR: SUMMAR SUMMARY POINT CHARTING F POINT CHARTING FOR R INTERDISCIPLINAR INTERDISCIPLINARY EFFECTIVENESS Y EFFECTIVENESS Gordon J. Hilsman, D. Min. June 5, 2014 ghilsman@gmail.com 253-565-4992


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NA NACC WEBINAR: CC WEBINAR:

SUMMAR SUMMARY POINT CHARTING F POINT CHARTING FOR R INTERDISCIPLINAR INTERDISCIPLINARY EFFECTIVENESS Y EFFECTIVENESS

Gordon J. Hilsman, D. Min.

June 5, 2014 ghilsman@gmail.com 253-565-4992

www.spiritualclinician.com

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THERE WILL BE PEOPLE IN THOSE BEDS….

In the U.S. on any given day, from 900,000 to a million people occupy hospital beds

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INVEST:

Collaboration with health care teams requires work – constantly improving excellence of spiritual caregiving – not merely entitlement to be taken seriously by physicians and nurses

Invest:

  • to clothe in the official

robes of an office or

  • to give one's capital a new

form Vestire – to wear

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A GUIDING CONVICTION

Writing in the medical record is a primary way of improving a chaplain’s functioning as an integral member of an interdisciplinary team.

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WRITE

The pen remains mighty

Even if you have difficulty conversing face to face with physicians’ authority, you can have a real influence on patients by what you write in the medical record

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OBJECTIVES: PARTICIPANTS WILL -

 Rev

Review ew t the cont context for char r chart no t notes

(pr

(professional, humanistic, clinical, dedicat ssional, humanistic, clinical, dedicated, busy d, busy, , highly f highly focused and “pushed”) cused and “pushed”)

 Enrich their uniq

Enrich their unique, e ue, ever er- evolving, frame lving, framewor

  • rk f

k for r spiritual assessment spiritual assessment and char and charting habits ting habits

 Consider tr

Consider trying a ying a narrativ narrative + bulle bullet point t point appr approach

  • ach

to char charting spiritual care ting spiritual care

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CHARTING: BEYOND THE BASICS

PART I:

 Orientation  Input – Narrative  Writing Exercise  Q & A  Summary  Homework Assignment  Intro to Part II

PART II

  • Review Summary
  • Input - Spiritual Needs
  • Bullet Point Exercise
  • Charting taboos
  • Q & A
  • Wrap-Up

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RELEVANT NACC STANDARDS

 303.8 Communicate effectively orally and in writing  304.6 Formulate and utilize spiritual assessments in order

to contribute to plans of care.

 305.1 Promote the integration of Pastoral/Spiritual Care

into the life and service of the institution in which it resides. 305.5

 305.5 Document one’s contribution of care effectively in the

appropriate records

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305.2 Establish and maintain professional and interdisciplinary relationships.

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CLINICAL

From the Greek klinikos meaning “of the bed”

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CLINICAL – “OF THE BED”

The term “clinician” suggests that when a person becomes unable to stand up, a knowledgeable and

  • bjective person taking a careful look, a clinician, may

be able to help, while others stand helpless.

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CLINICIAN SPIRITUAL CLINICIAN

 A professional who

uses direct

  • bservation,

developed frameworks

  • f understanding

complex systems, and factual data (lab/imaging) to provide interventions

  • f assistance to people

in serious need.

A professional who uses direct observation, careful listening, personal encounter, and established frameworks

  • f understanding the complex

phenomena of religion and spirituality to assist persons caught in situations in which their human spirit is being seriously challenged.

www www.spiritualclinician.com .spiritualclinician.com

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  • 2. Assessment
  • 3. Care

(Function)

4.Documentation

  • 5. Continuing Ed.
  • 6. Consultation
  • 1. Rapport

Spiritual Clinician

Becoming (and remaining) a Spiritual Clinician

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CHARTING WITH RAPPORT

Rappor Rapport: a uniquely engaging relationship in

which serious human concerns flow easily between a person who needs and a person who actively cares.

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RAPPORT FIRST RAPPORT FIRST

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LISTENING AS RAPPORT BUILDING

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TWO PARTS TO A QUALITY CHART NOTE

  • 1. A two to five sentence narrative that “captures

the current soul” of an individual in writing, including values and sometimes attitudes

  • 2. Two to five bullet points identifying

spiritual needs, attitudes, and a plan After a caregiving conversation….

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A PERSON (HEALTHCARE VIEW)

Soul

Mind

Body

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THE HEALTH CARE CULTURE AS CHARTING CONTEXT … …includes several characteristics that help give direction to spiritual care notes.

 Humanistic

Humanistic

 Pragmatic

Pragmatic

 Decisiv

Decisive

 Busy

Busy

 Driv

Driven b en by organizational (f

  • rganizational (financial) pressure

inancial) pressure

 Div

Diverse with int e with inter-dependent care-giving disciplines dependent care-giving disciplines

 Awash with administrativ

ash with administrative f focus on measurement cus on measurement

 Increasingly t

Increasingly technological chnological

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NURSING NURSING

 Born out of mother-empathy in the caves (comfort, relieve,

assist, facilitate natural healing, optimize wellbeing)

 2,824,641 RNs in US today, 91% female  Overworked, beleaguered by paperwork and organizational

procedures

 Frustrated by meager time to connect emotionally with

patients and families

 Understaffed and quietly (mostly), angry about it  Persistently dedicated to direct care of people, their comfort,

their treatment regimens and their self care

 The most trusted profession of all

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PHY PHYSICIANS ICIANS

 Origin and Development: Born out of remembering what worked

previously in human crisis – what substances, actions, rituals, and words, ancestors used successfully to help the body heal

 Separated from Religion: Greeks separated medicine from religion,

creating “clinical”, now “evidence based” practice (valuing

  • bservation and scientific understanding over belief and ritual)

 Gender Makeup: ~ 900,000 in US today, 2/3 male with increasing

female practitioners and influence

 Attitudes: Chronically beleaguered by loss of practice autonomy,

  • rganizational pressures, time consuming electronic charting.

 Fo

Focus: in what helps them improve patients’ medical conditions and their own patient satisfaction scores

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INTERDISCIPLINARY CONTEXT

Fo For N Nurses: Chart…

 What alerts them to the current support and

concerns of this person’s human spirit;

 Issues regarding unknown discomfort of the

patient;

 Whatever may be interfering with “compliance”, self

care or the natural healing process.

 How the patient/family related to you

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INTERDISCIPLINARY CONTEXT : FOR PHYSICIANS

 The patient and

patient and family e mily experience (Meaning!!) perience (Meaning!!)

 Attitudes and kno

titudes and knowledge ledge re: present condition

 Int

Integration gration and acceptance.

  • acceptance. (the “human condition” and the

limitations of health care)

 Specifics

Specifics; ( ; (concise statements attract busy team members.)

  • Char

Chart what will em t what will emphasize: phasize:

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Ne Never use confidentiality as an r use confidentiality as an excuse cuse no not t t to writ write point e pointedly! dly!

 The purpose of confidentiality is to promote open personal

disclosure within a specific professional context

 Within the circle of confidentiality use the “need to know” test

to root out gossip

 Other clinicians need access to your relevant knowledge  If you withhold pertinent information you fail to join the circle

  • f confidentiality and risk increasing irrelevance

 Generalize about private “confessional” material while

conveying it’s essential importance to “getting” the patient/ family situation.

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USE YOUR JUDGMENT ABOUT RELEVANCE If a spiritual clinician’s note does not include discovered major aspects of a patient’s situation, other clinicians lose confidence and respect of that writer, but generally retain politeness anyway. (they won’t directly critique your notes, except on the level of legality.)

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THE PRACTICAL PLACE OF RELIGION IN SPIRITUAL CARE

Spirituality

All that an individual values, practices, believes, and decides in

  • rder to cope with,

enjoy, and find meaning in what cannot be controlled

Religion

Combined human- Divine activity intended to assist people in developing and maintaining their human spirits

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PRACTICAL RELIGION - DEFINITION

Human efforts to bolster, enhance, heal and rejuvenate the human spirit’s capacity to cope with and enjoy what it cannot control, including one’s own beliefs, values and practices as well as those one has incorporated from the evolving traditions of such classic religious geniuses as Moses, Jesus, Buddha, and Muhammad.

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AWE AND DREAD: HUMAN NEEDS AS SPIRITUAL

 Develop a capacity to describe human needs that

are personal, interpersonal, transcendent, and

  • communal. Consider a framework of Primary Arenas
  • f the Human Spirit.

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 Common aspect of human living

Common aspect of human living

 Myst

Mysteriously com eriously comple lex

 Highly Influential

Highly Influential

 Ma

May be influenced but ne y be influenced but never contr r controlled lled

 Beautifully fulf

Beautifully fulfilling, (with e illing, (with extraor traordinar dinary success) success)

 Potentially painful, e

ntially painful, even de en devastating stating

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PRIMAR PRIMARY ARENAS OF THE HUMAN SPIRIT Y ARENAS OF THE HUMAN SPIRIT

SOUR SOURCES CES OF OF MEANING (EV MEANING (EVOKING A KING AWE AND DREAD) E AND DREAD)

Definition

Common aspect of human living Common aspect of human living Myst Mysteriously com eriously comple lex Highly Influential Highly Influential Ma May be influenced y be influenced but ne but never r contr controlled lled Can be beautifully fulf Can be beautifully fulfilling illing Potentially painful, ntially painful, (e

(even de n devastating) stating)

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Self-regard Physical Self Care Emotional self Care Work Sexuality Development/Aging Materiality Nesting Athletics/Dance Hobbies Intimate Loving Parenting “Childing” Siblings Friending Learning Elders Grand-parenting Helping Help Getting Nature Losses Mortality Personal Deity Religion Creating Art Enjoying Art Cosmic Harmony Family of Origin Ethnic Heritage Neighborhood Gender Group Peer Groups Faith Groups Nation Human Community Pe Personal Spirituality Spirituality Int Interpersonal rpersonal Spirituality Spirituality Transcendent anscendent Spirituality Spirituality Communal Communal Spirituality Spirituality

36 Primar 36 Primary Arenas of the Human Spirit y Arenas of the Human Spirit

See video on y See video on youtu utube at : t : “spiritu “spiritual arena al arenas video” video”

http://www.youtube.com/results?search_query=spiritual%20arenas&sm=12

See descriptions at www.spiritualclinician.com

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Narrativ Narrative

+ Bullet P

Bullet Points

  • ints

(Two to four sentences that “capture the current soul” of the person)

(Two to five summary points that give practical focus to specific, current spiritual needs and plans)

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WHEN TO WRITE AN EXTENSIVE (SEVERAL SENTENCES) NARRATIVE?

 First to chart after admission  Referred by staff  High Acuity  Comprehensive unit assignment  Significant chaplain-recognized issue

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Creating a brief narrative summarizing a person’s unique, current humanity and life situation

Even (especially) in electronic charts

Capturing the Soul in Narrative

Checked Boxes in charting formats are organizationally necessary for data collection but almost always ignored by IDT members.

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HOW TO CAPTURE THE SOUL

Fashion in descriptive writing an intuitive grasp of which of the primar primary spiritual y spiritual arenas of the human spirit arenas of the human spirit are currently most operant for this person

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This is a 49 year old married construction worker with two fractured wrists, one complicated, inflicted in a workplace fall. Pt. spoke today about his two teenage daughters, one whose birthday is today, and his wife’s worry about her. He also mentioned the family income, medical costs, and the recent strain in their marriage relationship. Pt. is quite confident in the surgery scheduled for tomorrow, and is apparently aware of its potential

  • consequences. Pt. calls himself an “inactive”

Catholic, declining visit from a priest.

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OPERANT SPIRITUAL ARENAS

 This is a 49 year old (development) married (intimate loving)

construction worker (work) with two fractured wrists suffered (physical self care) in a workplace fall. He spoke openly today about his two teenaged daughters, (parenting) one whose birthday is today, and his wife’s worry about her, the family income (materiality), medical costs, and the recent strain in their marriage relationship. Pt. is quite confident in the surgery (help getting) proposed for tomorrow, being apparently aware of its potential consequences. Pt. calls himself an “inactive” Catholic, declining visit from a priest. (religion, faith group).

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NARRATIVE SENTENCES TO CONSIDER FOR RELEVANCE

 Key first sentence – “This is a ….  How the patient/family related with you (lexicon)  Moods, attitudes, values  A quote – “What’s on his mind/heart right now?”  Relationships of support and concern (Who loves him

and what disturbs him?)

 Brief religious comments if relevant (minimal jargon)

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LEXICON – HOW PT. RELATED TO YOU

 Guarded  Chatty  Grumpy  Aggravated  Sullen, taciturn,  Suspicious  Forthright  Warmly  Openly  Gratefully  Critically  Eagerly  ____________  _____________  _____________  _____________  _____________

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PATIENT/FAMILY ATTITUDE/BEHA TITUDE/BEHAVIOR IOR

 Resigned  Appreciative  Very anxious  Conflicted  Divided  Quiet  Angry  Resigned  Accepting  Knowledgeable  Religious  Animated  Reminiscing  Arguing  Grieving openly  Questioning  Mutually Supporting  Strategizing  Calmly waiting  Praying  Hoping  _______________  _______________  _______________

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NARRATIVE AND BULLET POINT CHART

 Pt. spoke openly today about his family and financial concerns  Pt. is quite confident in the surgery scheduled for tomorrow,

being apparently aware of its potential consequences.

 Pt. calls himself an “inactive” Catholic, declining visit from a

  • priest. Suggest referral to a priest only if crisis worsens.

 Chaplain will assess pt.’s need for counseling after surgery

This is a 49 year old married construction worker with two fractured wrists suffered in a workplace fall. He has a wife and two teenaged daughters at home.

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Paragraph chart note: I saw this patient at the request of her father who I had met in the

  • hallway. She is a 57 year old widowed Philippine woman with a

daughter in California and a son that lives in town. She spoke in sad tones about her nagging knee pain leading to tomorrow’s surgery and her mother who died in February. She has been crying this morning, somewhat overwhelmed by her inability to lift her grandson and by her grief over her mother’s death. I listened, facilitated her grieving and prayed with her, though she is currently not practicing her Catholic heritage. I will suggest the evening chaplain drop in on her for further support. She declined my offer of her being visited by a priest.

Another Example

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What are the needs? What did we provide? What is the plan of care?

JACHO Ready Spiritual Assessment

And increasingly: “Was the plan of care followed?”

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IDT BULLET POINT ASSESSMENT

Saw pt. on suggestion of her father in the hallway. She is a 57 year old widowed Pilipino woman with a son living here, and a daughter in

  • California. She is teary today, open and verbal with me about her life

situation.

 Pt fairly hopeful of a favorable surgery outcome  Active grief issues, mother died in February, knee pain prevents her

from lifting her grandson.

 Appreciates prayer, currently not practicing her Catholic heritage.

Declined being visited by a priest.

 Chaplain began grief work, prayed with patient, and supported, to

continue grief work and support after surgery

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SURVEY DATA SHEET FOR CHART NOTE EVALUATION

 Q – 1 On a scale of 1-5, how often do you read Chaplain chart entries when you

see them?

 Q – 2 On a scale of 1–5, how legible do you find them to be?  Q – 3 On a scale of 1–5, how often do you see Chaplain chart notes as

contributing to patient care?

 Interviewer _________________________ Date___________  #

Unit ID Q -1 Q – 2 Q – 3 Notes

 1

ICU RN/MD Read them?Eligible? Substantive?

 2

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Assessment Assessment

Referral for visit: Referred by self.

Type of visit: Follow up.

Patient expressed experiences of:

 

Rituals/Pra Rituals/Prayer/Sacraments: er/Sacraments: Pt. and family appreciate prayer and feel comforted by it..

 

Obser Observation ations of patient:

  • f patient:

  • Pt. was unable to speak. Pt's family was gathered in the room. I spoke with the Pt.'s Husband, Bill. Bill expressed

frustrated and anger about being "abandoned" by the Medical Team.

Bill feels that the team's idea of comfort care is not enough for the Pt. Bill and his children would like more time and feel that the medical team is shortening that time by not giving blood to the Pt. Bill stated that he knows that the Pt. is in God's hands, but Bill also feels that they shouldn't give up.

Assessment - Assessment - Spiritu piritual lif al life resour resources/barrier ces/barriers: s:

Life/losses/death/end-of-life: Bill still wants to fight for more time with the Pt. and is not willing to talk about her

  • death. Bill continues to state that this is all in God's hands and in His will, but he still wants medical intervention.

I spoke with Bill about what God's will means to him.

 

Plan of Plan of Care Care

Next Steps:

Patient/family request follow-up visits.

Follow Up Visits

Spiritual Care will continue to follow.

Amount of time of visit: 20 minutes.

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Sylvia shared her childhood history as a child survivor of the Holocaust. There are many tears that were not shed at the time in order to survive, and the pain and the terror of that time still surfaces. Even still, her outlook is positive, and she chooses happiness in spite of immense grief that is deeply held. Her Jewish heritage is deeply meaningful to her, however, she has lived her adult life as a Christian, having been raised in a Christian orphanage in Germany. She finds strength in doing good for

  • thers.

When the time is right, Sylvia would like to try to share her narrative of the Holocaust. She fears the immense pain that it will bring her, but she desires that her history be told and recorded. I will follow up with the Holocaust Center in Seattle to see what resources may be able to support her in this and will follow Sylvia while she is here. Provided connection to her Jewish heritage, pastoral presence, prayer and blessing. We reflected on her life as a Proverbs 31 “woman of valor”.

Sylvia

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HOMEWORK ASSIGNMENT

 Take 15 minutes to interview a peer or

interdisciplinary colleague about that person’s current life situation, and write two to four sentences attempting to “capture the current soul”

  • f that person on paper. (using primary spiritual

arenas)

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PROJECTS – PREPARE FOR NEXT WEEK

 “Capture the current soul” of a colleague  E-mail your paragraph to ghilsman@gmail.com  View the website sections on “spiritual needs” at:

www.spiritualclinician.com

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Questions and Dialogue

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Finish

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