12 Tips for Writing Progress Notes

12 Tips for Writing Progress Notes
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Marjorie Luker, Activities Assistant

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Guest avatar

ideas for colouring /painting theme /art/ education / documentary. I choose a specific animal/or bird or a different subject choice. I get the residents engaged in colouring in or painting/read out the facts aloud while interacting and assisting when needed and after we watch a documentary on the subject of choice/or animals /bird .Lifestyle /dementia.

Susan avatar

Hi Marie

Thanks for sharing that information

April avatar

Hello all, can you provide some examples of how you document salon services? Thank you!

Susan avatar

Hi April

Have you read this article?

https://www.goldencarers.com/how-to-write-progress-notes/3299/

It might help you

Susan avatar

Hi again

Most facilities have an apartment or two for lower income people

Usually they give them to people who have run out of money but every place is different

Also some residents may get hurt and need rehab which they may or not may not provide

Guest avatar

Thanks for the medicare distinction, Susan. And are medicare funded more of the low income communities? Where my parents live is a private company that owns several AL communities. I've never seen medicare mentioned but perhaps it would be listed in the contract? Yeah it's good practice! They don't know what their staff are doing as the director said unless he follows staff around. Mind boggling.

Susan avatar

Hi Susan

It depends if the facility gets Medicare funding or some other funding from the state as to whether progress notes are required

Is just good practice to write notes periodically so that others can look at the chart and see what is going on

It is important to write the notes when there is a change

Guest avatar

Hi, When are progress notes required by Assisted Living? I was told today by the state of Virginia Dept of Social Services that charting, recording of daily care of residents at Assisted Livings is not required, not in the state regulations. So how do progress notes fit into this? How is there any beginning of accountability without required notes? Yes staff can lie about it and checkoff even if they didn't do what is in the Care Plan, but not requiring any notes doesn't make sense to me.

Guest avatar

Can anyone please tell me how to write a progress notes.?

Susan avatar

Elaine

I am sure these will help you

https://www.goldencarers.com/how-to-write-progress-notes/3299/

https://www.goldencarers.com/5-best-practice-documentation-habits/6446/

After reading these and all the comments here let me know if you have any specific questions

Guest avatar

Hi everyone

Is any one can help me to write a month progress note . For a resident who who does verbalise,very frail who previously lost the ability to use her left thumb to communicate yes or no . Since admission she declined to attend social activity.

using personal Experience) write brief details on at least that you would include in a report

1 state of the client- physical, emotional, culture and spiritual

Thanks everyone

Susan avatar

Hi Sonya

Have you seen this article

https://www.goldencarers.com/how-to-write-progress-notes/3299/

Use her name

Mrs. X(I think you meant she is nonverbal)

is non-verbal

See she recently injured her left thumb which she used to communicate

She has not attended activities

We have tried these interventions

She appears to be sad as evidenced by(you fill it in)

Mention what her culture is as well as her spiritual involvement which I assume is individual

Guest avatar

any one can help me to do the reporting/recording home visit

using personal Experience(family or neighbor) write brief details on at least that you would include in a report the following a home visitation

1 state of the client- physical, emotional, culture and spiritual

2.codition of the premise maintenance issues

3. food supplies, utilities_overdue bills

Guest avatar

Can any one give me a example how to make document of daily care

Susan avatar

HI Mishoine

Do you mean a daily participation log??

https://www.goldencarers.com/daily-attendance-forms/4119/

Vivian avatar

Can you please give me some suggestion. I am new have 14 clients were unaware that quarterly review needs to be completed. What do you recommend to rectify my problem? This does not include past clients.

Lalaine avatar

This site is really helpful and useful. I am so thankful and glad that I joined this site. People here were great!!! Love you all

Talita avatar

Awww that's so lovely to hear Lalaine! Thanks for your feedback, we really appreciate! Love the community here too, everyone is so helpful and supportive! All the best x

Olwyn avatar

Hello Amtul, I Hope this helps also.

Care plan: Leisure and Lifestyle

Name: xxxx

D.O.B.

Room No.25

xxx ambulates well unaided and always enjoys a chat. xxx does not speak another language except English and does not require an interpreter. Xxx t has regular visits from staff, family and volunteers and socialises with others in the common areas, such as in her unit, dining room, facility, gardens, and walkways on occasion. xxx is not at risk of social isolation. xxx has a quiet and gentle nature and is most willing to not only participate but to contribute to attended activities in a practical way. xxx is not a social person, but is compliant and eager to please, thrives on 1:1 interaction, always willing to engage with staff, other residents and visitor's to the home xxx privacy is respected at all times. Staff and visitor's knock before entering her room.

Independence/Choice and decision making

xxx enjoys being actively involved, independently choosing to participate in activities of her choice. Staff support xxx choices by allowing xxx to choose which activities she would like to do. xxx participates according to the activities program, requiring a reminder and an escort to the Activity room or to the courtyard some time before the activity begins from L&L Staff and volunteers to attend.. xxx independently chooses to have quiet time or a rest in her room on occasion, or to go for a walk around the facility and into the gardens on the walking path. Xxx is definite in her likes and dislikes and is able to articulate her needs. Xxx attends Resident & Relatives meetings. xxx enjoy 1:1 time and is given the opportunity to voice any concerns she may have during 1:1 chats in her room. xxx receive social and emotional support in xxx room, or in the Activity area as documented in activities log, and folder during 1:1 visits from L&L staff and volunteers.

Group Participation:

xxx attends a range of activities of her choosing, and participates effectively, remaining engaged throughout the duration of the activity. Her involvement in the L& L program activities suggests a balanced lifestyle, and all risks are assessed and considered safe. xxx reads her monthly program on the notice boards and the weekly activity plan in her room in her room, which the DT provides. xxx is capable of self-initiating to some activities on occasion but prefers a reminder and an explanation of the activity. xxx enjoy physical activity, in varied forms but is particular which activities she attends, eg . Disliking bowling but prefers skittles. No member of the xxx family or xxx have requested or suggested any further activities to cater for xxx needs or interests. an xxx family are happy for xxx to spend time contentedly amusing herself in her room as this is an xxx pattern of behaviour for many years. Dt did suggest that xxx1:1 time with volunteers and staff be increased to prevent possible social isolation.

Spiritual Identity:

• xxx attends religious, spiritual and pastoral care routines and continues to celebrate Christmas, Easter, and birthdays according to the program plan.

• and enjoyed the busy festivities of Christmas and the leadup to Easter

Complaints and Compliments:

During xxx evaluation meeting, xxx was reminded of the complaints procedure and is aware of her rights. xxx has not asked for an advocate .xxx has no complaints. xxx is pleased with staff in general and said xxx is happy.

Meaningful Contribution:

xxx has a role sorting the magazines in the activity room. Risks are assessed before xxx takes on any tasks.

NEXT REVIEW: September, 2018

Olwyn N (DT)

17.06.2016

Olwyn avatar

Here is one example of a quarterly review.

Over the past months, has been involved in 162 activities, 60 Individual visits from family, friends, staff or volunteers.

Before xxxx came to live at the home she lived a quite, almost solitary existence. Her main interests were nature, and various pets on a rural setting.

xxxx enjoys reading magazines, listening to music and small group activities and sitting in common areas. However, is reluctant to attend large group activities.

DT has invited xxxx ladies group afternoon teas. xxxx has attended on most occasions and has interacted socially with the other ladies.

xxxx has not spoken to DT staff in relation to emotional support but often becomes anxious and needs comfort and reassurance.In particular, she worries about her animals, and whether she has left a tap running in her bathroom.

xxx or her family has not asked for an advocate.

xxx still enjoys attending many activities and her activity reports reflect a balanced lifestyle.

xxx has regular visits from her family.

Xxx is always welcoming of a conversation, but patience is needed to ensure xxx can respond and interact.

xxx also engage in social activity with other residents in the activity room, quiet areas, courtyard and facility and is not at risk of Social Isolation

Her privacy is respected at all times by visitors, and staff by always knocking before entering her room.

. DT provides a weekly individual activity plan and also places a copy on the corridor noticeboards.

fazal avatar

Thank you for sharing the examples.

fazal avatar

Would love to see some of your quarterly notes example if possible can you please post one or two examples. Thanks in advance

fazal avatar

Thank you very much!

Solange for sharing the examples and your kind advice. Much appreciated.

Solange avatar

Hi Amtul, I agree with Debbie. Start the quarterly with a concise overhaul of the last quarter so as to compare to the current quarter. You should then proceed with a short paragraph about the Physical, Social, Emotional and Spiritual needs of the resident in question.

Here is an example - Norma Steenes 86 years old - Croatian

Norma's usually calm and cooperative disposition has been of late disrupted by cognitive deterioration evidenced by confusion, lack of focus, and disorientation. She continues to attend seated exercises although she loses concentration and engages her neighbour in conversation during sessions. Activity attendance has diminished; she often stands up and leaves the group saying she is 'running late' only to come back a few minutes later. Norma has many friends and enjoys their company. She likes being useful and follows staff asking if she 'can help'. She talks Croatian with peers and staff more than ever before. Norma is found asleep in other resident's rooms at least once a week. Norma takes pride in her appearance and goes to the hairdresser fortnightly. She can get very distressed thinking that people are 'stealing' her belongings and staff spend extra time consoling and reassuring her. Norma attends Lutheran Service weekly. Gardening is one of Normas preferred activities. Her Care Plan has been reviewed and new interventions developed.

.

Rehana avatar

Thank you.

Need more information on residents who are on ACFI.

Daily progress notes pls.

Solange avatar

Hi Rehana, despite Lifestyle and Activities not being a category included in the ACFI, audits are certainly very interested in lifestyle matters and leisure activities available to residents. They want to establish if functional competencies require extra attention from staff. During an ACFI audit, ponder on what level of assistance do clients rely on staff in order to attend activities? Is escorting needed? How much extra time is needed for emotional reassurance? meals supervision? attending church? walking? Has he/she lost interest in helping planning activities that matter to them? Is there an activity he/she used to enjoy but can no longer do it? Has attendance drop due to health issues? The audits want to know if the client's application for extra funding is warranted.

Helen avatar

Love these examples off progress notes , thanks

Debbie avatar

I am training a new staff person and will utilize some of the points here. Thank you. I love this site. In my quarterly progress notes I have a certain order. I write what the last quarter goal was, how it was met, especially enjoyed activity, observations about behaviors/enjoyment of activities, anything I have done for the resident, new goal, and how many programs attended or 1:1's for the three month look back period. This allows me to see the trends of participation.

Julie avatar

wow, that would be a very clear picture to charting the stats and what needs to be improved etc.

Lorraine avatar
Lorraine Lifestyle Coordinator Riverside

Thank you.

Would love to see some examples of monthly evaluation of activities.

Solange avatar

Hi Lorraine, here are two examples of a monthly Care Plan Evaluation/Update. In my days we did not do it monthly, instead we did it every quarter.

Anastacia Dunn -

Anastacia continues to attend group activities daily. She has a good disposition but requires constant supervision to avoid intrusion on peers. She particularly enjoys craft with staff assistance. Volunteers take Anastasia to the Greek Club and a Greek religious service once a month. Anastacia has developed a rather noisy behaviour in the late afternoons; she calls staff incessantly in a loud voice and has to be taken away from the recreation area to calm down. She has started attending Tai Chi on a passive basis as she cannot follow the leader. Her family visit every Sunday and bring home-cooked food which she loves. Anastacia's Care Plan has been evaluated and updated with new interventions.

Albert Carr -

Albert's Care Plan interventions remain suitable to his needs. Albert unfailingly attends daily group activities and engages in whatever activity is going on. He has good humour and enthusiasm for life and is slowing getting used to the wheelchair. Albert has good rapport with staff and enjoys talking about history and his forebearers (Irish). He has developed stiff fingers and cannot do puzzles as he used to, he now enjoys doing the 35 piece puzzles. Albert's good friend Hugo has not visited due to ill health, he misses him. He hsas developed a fear of going out since his myocardial infarction and refuses to go on bus trips which he so enjoyed in the past. Staff are supportive but unable to encourage him to change his mind and come along.