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Taking the Mystery out of "What Happened?" - How Charting and Incident Investigation Improve Results

Event Host: 
Marshall Dennehey, GuideOne, Henderson Brothers
Cedars Community Hospice Conference Center, 4363 Northern Pike Road, Monroeville, PA
Tuesday, September 25, 2012 - 8:45am to 12:15pm

Join us for breakfast and a discussion on the importance of charting and incident investigation.

Risk Management Through Documentation: How Documentation Within a Resident's Medical Chart and Other Sources Can Impact a Medical Negligence Claim - Michele Primis, Esquire
This presentation will explain the elements of a medical negligence claim and provide examples of documentation issues within a resident’s medical chart that could lead to the filing of a lawsuit against the facility. Participants will gain an understanding as to how the documentation within the medical chart, as well as other sources, such as personnel files, shift-to-shift reports and staffing schedules, may be used against the facility. This presentation will provide an understanding as to what to expect if a lawsuit is filed and how to prevent subsequent lawsuits through proper documentation. 


  • Recognize the key components of a thorough investigation
  • Determine how to thoroughly investigate
  • Identify what to do with the information once the investigation is complete


Applying CSI Techniques to Your Investigations - Linda Williams, RN, BSN, MPA, GuideOne Risk Resources
Many crime scene investigation (CSI) programs have gained popularity across the country because they allow the audience to participate in solving the mystery of "what happened?" This presentation will walk participants through the steps needed to solve the mystery of investigating resident incidents. Your staff needs to know that there is more to an investigation than filling out a form, or using a "one form fits all" method. With the consequences of litigation and poor survey outcomes, facilities can't afford to not investigate properly and thoroughly.


  • Recognize key elements of a medical negligence claim and how documentation can impact potential liability
  • Determine how to prevent issues with documentation within a resident's medical chart
  • Determine how to prevent issues with documentation within other sources, such as a personnel file, incident report, shift-to-shift report, or staffing schedule
  • Understand how documentation may be used during the course of a lawsuit within written discovery and depositions

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