Professional Documents
Culture Documents
Charting By Exception
A Method for Streamlining Documentation and
Making EPIC Work for Us
Katherine Reynolds, RN
Bobbi Schramek, MS, RN
Objectives
• Define Charting by Exception (CBE) and its
benefits
• Identify key components of CBE
• List at least 5 phases of CBE implementation
in a major healthcare organization
• Identify 3 challenges to CBE implementation
and the strategies to address these
challenges
• Identify 2 future considerations for CBE
implementation
Overview
• Skepticism versus Regulation
• Background for the project
• Definitions
• Benefits
• Planning
• Process Redesign
• Implementation
• Evaluation
• Ongoing Challenges
• Future
Skepticism against Charting by
Exception
• Regulatory concerns
– JCAHO
– IDPH
– CMS
• Legal concerns
– Malpractice defense
– Revocation of license
Regulatory Requirements
• Epic implementation
• Practices of the paper world did not
translate to the electronic world
• Point of Care documentation mandate
• Super User Council concerns
Evaluation
• WNL definitions
• Audit tool
• Staff re-education
PercentageofofAssessments
Percentage Assessmentsusing
using WNL
WNL Correctly
Correctly
Comparison by
Comparison by Facility
Facility
50%
EV HP ENH
40%
30%
84 / 199 GB 121 / 299
20%
30 / 70
10% 7 / 30
0%
January, 2005
Performance Improvement Data
• Staff re-education
• Validation of build
Challenges to CBE
Implementation
• RN understanding of CBE
• Culture changes
• Row sharing
Future Considerations
• Culture change
Katherine Reynolds, RN
kreynolds@enh.org
847-570-2999