records and reports ppt

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    RECORDS AND REPORTS

    Prepared by:

    Mrs. Sujatha

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    Relation of Record and Report

    Record and report are mutually interdependent.

    Report can be prepared on the basis of records.

    Similarly, report can be presented as record.

    Record is always in the written form while reportcan be oral as well.

    Report especially oral report, can be forgotten while

    record can be preserved for a long time.

    Despite being literally different, record and report

    are synonymous and interrelated, also they are the

    essential and important component of community

    health, management and nursing.

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    RECORDS

    Records are the information kept in the health

    unit on the work of the unit, on the health

    conditions in the community, on individual

    patients, as well as information on

    administrative, matters: staff, equipment,

    supplies, etc.

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    PURPOSE OF RECORDS

    Records are written information in notebooks or

    in folders designed for their purposes. They mayalso be kept or be computerized.

    Records are the administrations memory.

    Records are an important tool in controlling and

    assessing work; they are kept to help thesupervisor to:

    - Learn what is taking place

    - Make effective decisions

    - Assess progress towards goals

    - Provide an insight for re planning purposes

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    Types of records Records can be seen in various forms. Records

    can mainly be categorized in four ways.1. Periodically:

    Permanent records ( e.g cumulative records)

    Temporary records (e.g casual or daily records)2. Unit based:

    Individual (e.g individual health card)

    Related to family (e.g family folder)

    Related to community (e.g records of health

    problems).

    National (e.g national health programme record)

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    Continue..

    3. Subject Based :

    Economical (financial structure of family, village)

    Social (records of social structure)

    Political

    Medical and nursing (treatment, medicine record)

    4. Collection place based :

    Collected at institutions (records of hospital and

    health center)

    Records to be kept with the individual

    (immunization card, disease card)

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    RECORDS RELATED TO CHN

    The records in community health nursing can be

    divided into two categories:

    (i) Records to be kept at health centers, and

    (ii) Records to be kept with the patients /individuals.

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    Records at Health Centers

    Family folder: Includes family, its constituent,

    structure and individual card.

    Mother and child health card: These can be

    part of family folder. They include;

    Antenatal card / Postnatal card

    Immunization card

    Infant card

    Pre-school child cards

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    Medicine distribution cards: This includes

    distribution record of iron and folic acid tablets,vitamin A solution and other medicines.

    Family welfare records: These includes records of

    eligible couples, family Planning records, MTPrecords and other related records.

    Treatment and referral records: This includes

    records related to remedies of health problems,

    treatment of patients, home nursing, home visiting,

    and referral system.

    Vital events record: These include information and

    registration of birth and death records.

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    CONTINUE.

    General information records: This includes records of

    individual, family, village and community maps, facts, pictures

    and health information.

    Other records and reports:

    Records kept at health institution can also be categorized as

    sub center records, primary or community health center

    records and of district or teaching hospitals records.

    - Attendance register

    - Medicine stock register

    - Meeting records- Monthly / yearly report

    - Consumable stock register

    - Movement register

    - Stationary stock register

    -Patient registration record

    (outdoor, indoor registration

    according to the category ofhealth institution)

    -- Depot holder register

    -- Daily diary, cumulative

    record and other register

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    Important types of records

    Family folder card

    Individual health record

    FP card Antenatal card

    Child health card

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    RECORDS KEPT WITH PATIENTS &

    MOTHERS

    Though most of the records are prepared by the community

    health nurse or under her guidance and are kept at the health

    center, but it is more useful to keep some records with the

    patients and mothers.

    Generally, following records are kept with the mothers and

    patients.

    Health record of school going child.

    Infant health card (it includes immunization card).

    Maternal card

    TB patient card

    Individual health card

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    REPORTS

    Reports are the information communicated to

    the other levels of the health services. They

    are also an important management tool to

    influence future actions.

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    TYPES OF REPORTS

    The types of the report are

    -oral or by telephone or radio in emergency

    cases (verbal)

    -written in normal circumstances

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    Types of reports

    24 hour report

    Supervisors report and Patients census report

    Night and day report and

    Accident report etc. are the main reports in the

    field of institutional or hospital nursing, while in

    the area of community health nursing

    Birth and death report

    Anecdotal report and the

    monthly, quarterly, half yearly and annual report of

    progress and evaluation of health work are also

    included.

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    IMPORTANCE OF RECORDS AND REPORTS

    (1) Records and reports assist in assessing the health

    level of the community.

    (2) These provide help for health officers and

    institutions in collecting data.

    (3) These are useful in the assessment and evaluation

    of work.

    (4) Provide basis in formulating plans in the health

    services. These are the symbol of future plans.

    (5) These work as the tool / medium of providing

    health education to individual, family and

    community.

    CONTINUE

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    CONTINUE

    (6) Assist in determining the need of resources

    (medicines, equipments, supplies etc.)(7) These provide legal documentation for the

    community health activities.

    (8) These propagate the information for thecontinuity of care and nursing. These are the

    means of communication between the health

    workers and the community.(9) These provide information for good nursing.

    (10) Without these, it is difficult to conduct

    training and research work.

    CONTINUE

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    CONTINUE.

    (11) Record and report are essential for theevaluation, improvisation and rebuilding of

    plans for the health programmes.

    (12) They contribute significantly in assessing

    the health problems of community.

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    CONTINUE..

    Records are an important tool in controlling andassessing work; they are kept to help the supervisor to:

    - Learn what is taking place

    - Make effective decisions- Assess progress towards goals

    - Provide an insight for replanning purposes

    Records are the administrations memory.

    Reports are the information communicated to the other

    levels of the health services. They are also an important

    management tool to influence future actions.

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    LEGAL IMPLICATIONS OF RECORDS&REPORTS

    The legal importance of records and reports

    are explained under 3 approaches:

    INDIVIDUAL APPROACH

    COMMUNITY APPROACH

    NURSING APPROACH

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    CONTINUE..

    INDIVIDUAL APPROACH:

    Birthdeath report, individual health card, green card

    (sterilization certificate), immunization chart, maternaldescription etc. all records and reports have legal

    importance. Not only in the field of health but in all fields

    of life, individuals get facilities and legal protection on

    the basis of records.

    CONTINUE

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    CONTINUE.

    COMMUNITY APPROACH:

    - Health records provide confirmation, evaluation and protection ofbasic rights of citizens, related to health. Records and reports present

    the legal basis through which charges can be levied against medical

    administration and political system, for health problems prevalent

    in the community, shortcoming in the implementation of healthprogrammes, mistakes in the evaluation, and medical &

    administrative inactivity.

    - Public litigation can also be filed and administration can be made

    responsible for the better implementation of health programmes

    under legal protection.

    - Irresponsible people , organizations and enterprises can be punished

    for not following the health regulations.

    - Proper recording and maintenance of community health records

    and reports is essential to achieve all this.

    CONTINUE

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    CONTINUE..

    NURSING APPROACH:

    - Preserving the individual and family health

    records of the patients. Adopting the right

    method of filling.

    -Maintaining the confidentiality and privacy of

    the records of abortion, MTP, use of

    contraceptives and communicable diseases.

    - Records should be shown to authorized

    persons only.

    CONTINUE

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    CONTINUE.

    - Presenting the record at the right time, in caseof consumer protection law or for any other

    court work, preparing a register for it and

    protecting the parent health organization/agency against contempt of court.

    - For destroying obsolete records, legally

    acceptable process should be used.

    - Records related to medico-legal cases, dying

    declaration and will etc. should be handled

    carefully for giving witness, whenever needed.

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    CONTENT OF RECORDS AND REPORTS

    Its content (statistical information on births,

    deaths, morbidity or comments on program

    developments or difficulties), and its

    frequency and utilization will differ fromcountry to county.

    USES OF RECORDS AND REPORTS

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    USES OF RECORDS AND REPORTS

    In assessing the quality of care and the use of

    services that are delivered to clients, community

    health agencies rely on the clients record.

    Records should be accurately accessible and

    useful. In other words, they must be truly

    available when needed, and contain information

    that management uses as a yardstick.

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    USES OF RECORDS AND REPORTS

    In all health work it is important to keep

    sufficient records to record is to remember.

    Public health records serve to communicate

    information between different health workers.

    Recording is the basis for measuring diseases

    and activities.

    SOAPIER

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    SOAPIER

    SOAPIER - is an acronym used to designate therecording process, with a notation made for eachof the letters.

    S - Subjective data

    O - Objective data

    A - Assessment

    P - Planning

    I - ImplementingE - Evaluation

    R - Reassessment

    E ti l f d ti

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    Essentials of good reporting

    Accurate

    Legible

    Complete

    Short and clear

    Timeliness

    MAINTENANCE OF RECORDS & REPORTS

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    MAINTENANCE OF RECORDS & REPORTS

    Records & Reports are the essential

    components of implementation and

    evaluation of community health activities.

    Some of the important facts related to thefilling and maintenance of records and reports

    are as follows:

    CONTINUE

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    CONTINUE.

    1) Filling of Records: Records can be kept in many ways.

    It is essential to have proper and systematic filling ofrecords.

    Properly filed records save time and effort.

    Filling of records depends upon the objective and method

    adopted by the health agency or enterprise.

    Methods of filling the records are:

    (I) Alphabetically

    (II) Numerically

    (III)Geographically

    GUIDELINES FOR RECORDING

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    GUIDELINES FOR RECORDING

    1. Records should be clear, appropriate and readable.

    2. Records should be real and based on facts.3. Abbreviations and short form can be used in

    records, but these short forms should be generally

    acceptable and standard.4. Sentence used in records, should be short and

    clear.

    5. Paying special attention to numbers and statistics,is essential.

    6. It is necessary that the person filing the records

    should sign record with time and date.

    Filling of report

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    Filling of report

    Report can mainly filed on the following basis:

    1. Place: Report can be filed on the basis of group of houses,

    lane or villages.

    2. Time: This can be prepared as the time of completion of

    work; means report can be prepared on the daily, monthly,

    quarterly or annual basis.

    3. Alphabet: This can be filed according to the name of thosewho started the work or the first letter of activity.

    4. Number: Reports can be expressed or filed according to

    numbers or in serial order, like Report No. 1,2,3,4..etc.

    GUIDELINES FOR REPORTING

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    GUIDELINES FOR REPORTING

    1. A general method or outline of writing the report

    should be prepared before actually writing report.

    2. As far as possible, printed forms should be used for

    writing the report.

    3. It is necessary to collect all information and

    material to make the report complete.

    4. Style of report writing should make it easy to

    understand.

    5.Report should be arranged in such a manner that

    essential information can be retrieved easily.

    CONTINUE

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    CONTINUE.

    6. Important information should be underlined

    or expressed in a specific manner.

    7. Presentation of report should be attractive

    and the important points should be stressed.

    8. Report should be comprehensive, factual and

    based on supervision and actual information.

    9. Wording / vocabulary of report should be

    simple.

    PRECAUTIONS

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    PRECAUTIONS

    The community health nurse should take following

    precautions in the maintenance of reports andrecords:

    1. These should be kept carefully at a clean space.

    2. These should be protected against mice, termites and insectsetc.

    3. Good filing system should be developed for the records and

    reports.

    4. These should be easily available on time.

    5. Confidential record and report should be shown to

    authorized persons only.

    6. These should be kept only at the definite place.

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    CONCLUSION

    Record and report are mutually

    interdependent. Report can be prepared on

    the basis of records. Similarly the report can

    be presented as record. Health record is aform of information procured from the

    individual, family and community. On its basis,

    doctors and nurses can provide maximumpossible health facilities to individual, family

    and community.

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    THANK YOU