Defensible Documentation in Home Health: Care Planning & Goal Setting

Presented by Cindy Krafft and Diana (Dee) Kornetti

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Video Runtime: 47 Minutes; Learning Assessment Time: 19 Minutes

The “P” portion of the SOAP note ("plan") is not a new concept when it comes to clinical documentation. Care planning is not just a task at a single point in time, but an evolving process over the course of care. Goal setting requires the balance between being measurable (quantifiable) and meaningful (patient focused). This course will examine strategies for creating individualized care plans with an interdisciplinary focus.

Meet your instructors

Cindy Krafft

Cindy Krafft brings more than 25 years of home health expertise that started with direct patient care and evolved to operational and management issues. Cindy recognizes that providing care in the home environment is different from providing care in any other setting, which is evident in both…

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Diana (Dee) Kornetti

Diana (Dee) Kornetti, a physical therapist for 30 years, is a past administrator and co-owner of a Medicare-certified home health agency. Dee now provides training and education to home health industry providers through a consulting business, Kornetti & Krafft Health Care Solutions. She serves as chief operations officer with…

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Chapters & learning objectives

Individualized Care Planning

1. Individualized Care Planning

Electronic documentation tools have positive impacts on home health documentation, but the convenience of choosing from standardized lists has led to care plans that lack patient specifics. Surveyors have been citing agencies for this issue, as well as the lack of documentation that the care plan is being completed as written. This chapter will reframe the concepts of care planning by going back to fundamental requirements.

Measurable and Meaningful Goals

2. Measurable and Meaningful Goals

Creating goals is a golden opportunity to highlight the individualized focus of the plan of care. Selecting goals from standardized lists or choosing goals because they are "supposed to" be on the plan has negatively impacted the ability of goal statements to meet true compliance expectations. This chapter will examine a template that clinicians can use to evaluate how goals are being written and provide examples that reflect the concepts of measurable and meaningful.

Interdisciplinary Care Examples

3. Interdisciplinary Care Examples

Interdisciplinary care planning is more than sitting in a meeting and having clinicians report the focus of each individual service. Creating a common focus can make the documentation of care planning and, ultimately, care delivery better align with efforts to reduce rehospitalizations. This chapter will provide examples of interdisciplinary care for diagnoses commonly seen in home health.