UCD SMMS Orientation for North American Clinical Electives

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Dublin Academic Medical Centre UCD SMMS Orientation for North American Clinical Electives Prof. Patrick Murray patrick.murray@ucd.ie Dr. Marcus Butler marcus.butler@ucd.ie University College Dublin School of Medicine & Medical Sciences HSC Belfield, B004, June 11 th, 2012

Agenda Introduction Team structures, medical student roles in US (PM) Admission Notes and Orders Abbreviations, lab result diagrams, EMR (MB) Followup Notes SOAP format, System/Problem Lists (PM) Ordering a consult What information to provide; asking questions (MB)

Agenda (continued) Ordering medications including fluids, insulin, blood (PM) Discharge Summary including dictation (MB) Procedure Notes documentation (MB) Q&A (All)

Medical Students in U.S. Hospitals Years 1-2 almost completely pre-clinical: USMLE Step 1 is typically a gateway requirement for entry to clinical years Newer curricula adding clinical experiences in years 1-2 Year 3 is when core clinical clerkships are done Year 4 has sub-internships early on, but mostly dedicated to electives/sub-specialty rotations/interviewing Clinical medical students are an integral part of the team, expected to have a comprehensive grasp of the facts and plan concerning the patients they follow

Agenda Introduction Team structures, medical student roles in US (PM) Admission Notes and Orders Abbreviations, lab result diagrams, EMR (MB) Followup Notes SOAP format, System/Problem Lists (PM) Ordering a consult What information to provide; asking questions (MB)

EMR Admission notes Lab result diagrams Abbreviations Admission orders Overview

EMR Admission notes Lab result diagrams Abbreviations Admission orders Overview

EMR: To write or Type? Electronic Medical Records are increasingly used in most of the top US/Canadian hospitals E.g. Sunrise Clinical Manager (Allscripts) Also will see e-prescribing (with authorised script printed off at a designated secure printer) Familiarise yourself with whatever system used (shadow the resident etc, or induction materials)

EMR considerations Many entry templates have mandatory fields and pop-ups Use the incomplete function in EMR when creating a H&P: can revisit later and finalise your note Get your note/entry co-signed by a resident Watch out for copy-and-pasted summaries: may have out of date info

EMR Admission notes Lab result diagrams Abbreviations Admission orders Overview

Admission notes May be handwritten or typed into EMR system If handwritten, ensure both sides of a page have Pt name, DOB, MRN along with current date, time, Drs name and pager number Example shown is for chest pain:

Admission notes May be handwritten or typed into EMR system If handwritten, ensure both sides of a page have Pt name, DOB, MRN along with current date, time, Drs name and pager number Example shown is for chest pain:

WBC Hb Plt Hct Na K Chloride Bic BUN Creat Glu TP Alb ph pco2 po2 Bic SaO2 FiO2 TBR ALT DBR AST PT APTT INR APhos

EMR Admission notes Lab result diagrams Abbreviations Admission orders Overview

http://www.medilexicon.com Top hit by googling medical abbreviation Searchable >20,000 abbreviations

http://www.medilexicon.com Top hit by googling medical abbreviation Searchable >20,000 abbreviations BMP: basic metabolic panel NED: no evidence of disease WD/WN: well developed, well nourished HEENT: head eyes ENT NC/AT: normocephalic/atraumatic NBM: nil by mouth NC: non-contributory CTA: clear to auscultation PERRLA: pupils equally round and reactive to light and accomodation UA: urinalysis

EMR Admission notes Lab result diagrams Abbreviations Admission orders Overview

Order Sets A routine predefined group of standard orders for a condition, disease or procedure Familiarise yourself with applicable order sets by talking to your resident

Order sets: Acute Asthma

Agenda Introduction Team structures, medical student roles in US (PM) Admission Notes and Orders Abbreviations, lab result diagrams, EMR (MB) Followup Notes SOAP format, System/Problem Lists (PM) Ordering a consult What information to provide; asking questions (MB)

Progress ( SOAP ) Notes Subjective Symptoms; what the patient has to say Objective Signs Tests (labs, imaging, other- EEG, etc) Assessment Problem List / Systems (cardiovascular, respiratory, GI, fluids/electrolytes/nutrition, neuro, locomotor, etc) Plan Associated with each item in problem list...(assessment/plan)

Agenda Introduction Team structures, medical student roles in US (PM) Admission Notes and Orders Abbreviations, lab result diagrams, EMR (MB) Followup Notes SOAP format, System/Problem Lists (PM) Ordering a consult What information to provide; asking questions (MB)

Ordering a consult Asking consultant to see the pt for a specific reason for help in complex situation where your team doesn t quite know what to do Can be via EMR or handwritten: Provide focused data on: Relevant Hospital course summary Specific issue to be addressed: the question(s) : E.g. why does this patient have a pericardial effusion, help with management please,?drain?

Ordering a consult Asking consultant to see the pt for a specific reason for help in complex situation where your team doesn t quite know what to do Can be via EMR or handwritten: Provide focused data on: Relevant Hospital course summary Specific issue to be addressed: the question(s) : E.g. We would value your expert opinion as to the etiology of the pericardial effusion, and help with management please,?drain?

Providing a consult Do not stray into other other areas, stick to the specific problem consulted on Asked to see pt by Dr regarding. CC: is the specific problem you were asked about, not necessarily what brought pt to hospital

Agenda (continued) Ordering medications including fluids, insulin, blood (PM) Discharge Summary including dictation (MB) Procedure Notes documentation (MB) Q&A (All)

Important Prescribing Standards the Basics

Legibility Biggest cause of prescribing errors - Handwriting Write clearly & legibly Compensation awarded for death after illegible prescription

Clear Prescription Writing Fatal confusion between Losec & Lasix 59 year old Belgian woman suffered cardiac arrest in hospital due to low serum potassium. Review of medical record revealed a transcription error - a poorly written prescription for Losec had been misread & incorrectly transcribed and administered as Lasix.

Main Prescribing Decisions 1. Which drug? 2. Which route of administration? 3. What dose & rate of administration? 4. What frequency?

1. Which Drug? Knowledge of drugs Different hospitals different formulary choices Evidence base BNF summarises information for drug selection Influence from Medical Representatives

Comparison of Drug Information Sources Systematic comparison of renal dosing adjustments from 4 sources Renal impairment definitions/classification varied Differed in dose and interval adjustment recommendations Rarely included explanation of methods, level of evidence, or references UpToDate Vidal L, et al: Br. Med. J. 2005 UCD 2012

Why Generic Prescribing? Prescribe by drug name NOT by brand name Why?? Economic factors Rationalisation of stock in hospitals

Generic Prescribing Lanzoprazole OR Bylans Lanziop Lanzol Razolager Zomel Zoton Zoton Fastab Zotrole

Usually oral route used Capsules, tablets, liquids 2. Which route? Other routes available. Choice affected by: Indication Available preparations Speed & onset of therapy Ability to swallow/nil by mouth

Oral & Injectables Routes PO NG PEG IV SC IM Intrathecal Oral Nasogastric Via percutaneous endoscopic gastrostomy Intravenous injection Subcutaneous injection Intramuscular injection Intrathecal injection

Other Routes PV PR SL Buccal Topical Transdermal Vaginal Rectal Sublingual Between upper lip & gum Apply to surface E.g. patches

Wrong Route Errors Well known hazard: Accidental intrathecal administration of vincristine. 55 deaths world wide, including UK, USA, Australia. IV administration of oral drugs Crushed tablets Liquids

3. What dose & rate? Careful selection required Licensed dose/rate? Strength must be specified Calculations often required (More on these later) Drug concentrations can be expressed as: Dilutions (1 in 1,000) Mass concentration (1mg in 1ml) Percentage concentration (0.1%)

Prescribing Units Which of the following is written correctly? A. 500 µg B. 500 mcg C. 500 microgram

Prescribing Units Acceptable abbreviations: g (grams) ml (millilitres) mg (milligrams) These must be written in full & not abbreviated Micrograms Nanograms Units

Poor Prescribing

Common U.S. Prescription Abbreviations BANNED: qd (once daily; in Ireland, od) bid (twice daily; in Ireland, bd) tid (three times daily; in Ireland, tds) BANNED: qid (4 times daily) qhs (at bedtime/ hour of sleep ; in Ireland, nocte) BANNED: U (for unit ); typically heparin, insulin, or fresh frozen plasma (FFP) Transfusion: PRBCs (packed red blood cells); platelets ( 6 pack = 6-donor pooled platelets); clotting factors (FFP, sometimes cryoprecipitate)

Short List of Error-Prone Notations* The following notations should NEVER be used. Notation Reason Instead Use U Mistaken for 0, 4, cc unit IU Mistaken for IV or 10 unit QD Mistaken for QID daily *Comprises do not use list required for JCAHO accreditation Complete list is located at: www.ismp.org/tools/errorproneabbreviations.pdf

Short List of Error-Prone Notations Continued Notation Reason Instead Use QOD Mistaken for QID, QD every other day Trailing zero Decimal point missed X mg (X.0 mg) Naked decimal Decimal point missed 0.X mg point (.X mg) Complete list is located at: www.ismp.org/tools/errorproneabbreviations.pdf

Prescribing Quantities Avoid Unnecessary decimal points & trailing zeros. 2.0mg may be read as 20mg; Write 2mg Use leading zeros:.6mg may be read as 6mg. Write 0.6mg Take extra care with multiple zeros Use commas 150,000 units

4. What Frequency? MANE NOCTE PRN STAT BD TDS QDS Once daily In the morning In the evening As required Immediate dose Twice daily Three times daily Four times daily Once daily

Choosing Frequency Most drugs have a standard frequency, but: Consider renal/hepatic impairment As directed is not a frequency Specify a frequency for PRN drugs Select administration time on drug charts

Frequency Errors Once weekly errors frequent PO Bisphosphonates PO Methotrexate Cork 2002: Methotrexate 15mg once daily po administered for 8 days Should have been 15mg once weekly patient died

Further prescribing considerations 5. Allergies 6. Drug history 7. Contraindications & cautions 8. Interactions 9. Therapeutic drug monitoring 10.Side Effects monitoring 11.Discharge planning 12.Patient counselling

Intravenous Volume Expanders Crystalloids 0.9% Normal saline (NaCl, 9 gram/l) Lactated Ringer s Hartmann s 0.45% Half-Normal saline (NaCl) or 5% dextrose with 0.45% saline- D5-45 ) NOT pure dextrose solutions (eg. 5% dextrose, D5W Colloids Human serum albumin Artificial colloidal solutions Dextrans (glucose polymers) Gelatin-based Hydroxyethyl starches Blood Products Whole blood or Packed red blood cells if bleeding, anaemic Fresh frozen plasma if coagulopathic, high INR

Distribution of IV fluids Colloids remain in intravascular space ( in the presence of an intact capillary barrier) Isotonic crystalloids (normal saline, Hartmann s, lactated Ringer s) distribute throughout the ECF: 80% to the interstitium and only 20% to the intravascular space 5% dextrose (or oral water) distributes uniformly throughout TBW: 60% ICV, 40% ECV (only 8% intravascular) 0.45% saline Distributes like equal mixture of 0.9% saline and 5% dextrose

To increase intravascular volume by 1 liter, infuse..1 liter of colloid.5 liters of isotonic crystalloid Need to infuse 4-5-fold higher volume of crystalloid compared to colloid.12 liters of 5% dextrose Need to infuse over double the volume of 5% dextrose, compared to isotonic crystalloid

Medication Surveillance Plan Daily review and simplification of regimen Therapeutic Drug Monitoring to determine efficacy and any ADRs Usually a PD monitoring process Informed by knowledge of drug s pharmacology (NOTE: halflife, steady state), baseline patient characteristics, and evolution of clinical course May be aided by plasma drug concentration assays and PK in a minority of cases Regimen adjustment when F, Vd, CL, T 1/2 changes likely Consider ADRs when patient status deteriorates

Agenda (continued) Ordering medications including fluids, insulin, blood (PM) Discharge Summary including dictation (MB) Procedure Notes documentation (MB) Q&A (All)

Overview Discharge summary/dictation Procedure notes

Dictation of discharge summary Usually uses an automated program/system over a keypad phone line Be sure to enter the correct patient ID number Say and spell the patients name Include admission and discharge date Discharge diagnos(e)s and include as many secondary diagnoses as possible as it helps increase reimbursement Cc a copy to the attending and to the referring doc; include their address

Content of discharge summary Admit date Admission diagnosis Procedures done (major ones) Hospital course Consultants involved and specialties and recommendations Medications at dfischarge

Content of discharge summary Admit date Admission diagnosis Procedures done (major ones) Hospital course Consultants involved and specialties and recommendations Medications at dfischarge Diet or activity instructions Follow up appointments and tests Disposition at discharge: discharged to where/whom: eg assisted living center, rehab, NH etc

Overview Discharge summary/dictation Procedure notes

Procedure notes: central line Date: Time: Procedure: Triple lumen catheter (TLC) placement Indications: Pt needs IV access Patient consent: Indications, alternatives and risks explained to the Pt, specifically regarding. Pt understands the risks of the procedure and consents. Lab tests: CBC- Hgb, Platelets, INR - Anaesthesia: Skin infiltrated with 2% lidocaine local

Procedure notes: central line Date: Time: Procedure: Triple lumen catheter (TLC) placement Indications: Pt needs IV access Patient consent: Indications, alternatives and risks explained to the Pt, specifically regarding. Pt understands the risks of the procedure and consents. Lab tests: CBC- Hgb, Platelets, INR - Anaesthesia: Skin infiltrated with 2% lidocaine local Description of the procedure: Using sterile prep, local anesthesia, standard position, device and technique a TLC was placed in Placement successful. Complications: Estimated blood loss: Disposition: Pt tolerated the procedure well. Signature:

Summary Admission notes: H&P, diff dx, invx, assmt, plan Admission orders: familiarise with order sets Ordering a consult: succinct summary, question Discharge summary/dictation: dates, dx, procedures, course, consultations, meds, dispo and follow up plan Procedure notes: date, time, indication, consent, prep, procedure, complications, sign

Summary Admission notes: H&P, diff dx, invx, assmt, plan Admission orders: familiarise with order sets Ordering a consult: succinct summary, question Discharge summary/dictation: dates, dx, procedures, course, consultations, meds, dispo and follow up plan Procedure notes: date, time, indication, consent, prep, procedure, complications, sign

Summary Admission notes: H&P, diff dx, invx, assmt, plan Admission orders: familiarise with order sets Ordering a consult: succinct summary, question Discharge summary/dictation: dates, dx, procedures, course, consultations, meds, dispo and follow up plan Procedure notes: date, time, indication, consent, prep, procedure, complications, sign

Summary Admission notes: H&P, diff dx, invx, assmt, plan Admission orders: familiarise with order sets Ordering a consult: succinct summary, question Discharge summary/dictation: dates, dx, procedures, course, consultations, meds, dispo and follow up plan Procedure notes: date, time, indication, consent, prep, procedure, complications, sign

Summary Admission notes: H&P, diff dx, invx, assmt, plan Admission orders: familiarise with order sets Ordering a consult: succinct summary, question Discharge summary/dictation: dates, dx, procedures, course, consultations, meds, dispo and follow up plan Procedure notes: date, time, indication, consent, prep, procedure, complications, sign

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