Meeting standards through documentation
Regardless of setting or designation, nurses demonstrate professional responsibility and accountability by ensuring documentation is:
Reflection: Your documentation habits
Think about your last shift. Did your documentation clearly show:
If someone else had to take over care, would they know what happened?
What documentation looks like in practice
Below are short scenarios with examples of what to document and why it matters.
Scenario 1: Client declines a treatment
You approach a client to administer a prescribed treatment. They appear uneasy and say: “I'm not comfortable with this today. I reacted badly last time."
You explore their concerns, assess their condition, and discuss options. You then notify the prescriber and agree on a plan with the client.
What do you include in your documentation?
-
“Client refused treatment."
-
The client's reasons (in their own words if appropriate)
-
Your assessment
-
Who you notified and what they said
-
The outcome and follow-up plan
-
Your assumptions about why the client refused
- Correct approach
- Client's choice and reasons (using respectful, culturally safe language)
- Your assessment and interventions
- Who you notified and their response
Outcome and plan
Do
not include:
- Personal opinions
- Your assumptions
- Judgmental statements
Why this matters (standards in action)
- Supports informed decision-making (Consent practice standard)
- Uses respectful, non-stigmatizing language (Indigenous Cultural Safety, Cultural Humility, and Anit-racism practice standard)
- Reflects clear communication and continuity of care (Documentation practice standard)
- Includes name/title of provider notified (Use of Title practice standard)
- Protects client information (Privacy & Confidentiality practice standard)
Scenario 2: Sudden change in client condition
A client suddenly becomes pale and short of breath. You assess quickly, obtain vital signs, provide immediate interventions, and call the physician.
When do you document this?
- A. At the end of your shift.
- Too late. Waiting creates risk of gaps and inaccuracies.
- B. Only if the client stabilizes.
- Unsafe. Documentation must reflect changes as they happen.
- C. When your manager asks.
- Incorrect. Documentation is not optional or manager-dependent.
- D. As soon as reasonably possible after providing care.
- Yes. Documentation is timely and reflect assessments and interventions as close as possible to when they occur.
What do you include in your documentation?
- Assessment findings
- What another nurse “thinks happened"
- Vital signs
- What you think the diagnosis is
- Your interventions
- Client response
- Provider notified (name/title/time)
- Outcome or ongoing plan
- Correct approach
Include the facts:
Do
not include:
- Speculation
- Unverified information
- Diagnoses outside nursing scope
Why this matters (standards in action)
- Timely, factual documentation supports safe care (Documentation practice standard)
- Protects sensitive information (Privacy & Confidentiality practice standard)
- Accurate identification of team members supports accountability (Use of Title practice standard)
- Bias-free, respectful language supports culturally safe care (Indigenous Cultural Safety, Cultural Humility, and Anit-racism practice standard)
Better documentation: Before and after examples
- Example 1
Before: “Client upset."
After: “Client pacing and tearful. Stated, 'I feel overwhelmed and can't sleep.' Explored coping strategies; provided support. Vitals obtained. Follow-up plan discussed. Notified provider (NP Chan) at 11:40."
- Example 2
Before: “Refused care."
After: “Client said, 'I don't want the injection today. My arm was swollen for days.' Assessed site; discussed risks/benefits. Client chose to delay. Prescriber notified (Dr. Lee, 14:05). Plan updated."
- Example 3
Before: “MD aware."
After: “Notified Dr. Singh at 09:20; provided SBAR. Dr. Singh advised monitoring q30 min and rechecking vitals. Plan implemented."
Quick decision check: Is this important to document?
Ask yourself three quick questions:
- Did I see something important?
- Did I do something important?
- Did I say or hear something important about care?
If yes to any → document it.
This tool supports but does not replace the standards and your clinical judgment.
Electronic health records, digital documentation, and AI
The same requirements apply whether you are charting on paper or in an electronic health record (EHR). Digital communication (secure messaging, email, EHR chat) that informs care
must be captured in the client record. If it informs care, it belongs in the record, not just in a message thread.
Nurses:
When using AI tools:
- Use AI responsibly and in accordance with employer policies
- Employer approval and policy must be in place
- Nurses remain accountable for verifying all entries generated with AI assistance
Self-employed nurses
If you are self-employed, you are responsible for maintaining your own client records in alignment with:
Clients have the right to access their records and request corrections.
FAQs
- How much charting is enough?
Enough to give a clear, accurate picture of the client's status, what you did, how they responded, and any communication. Nurses carry out more comprehensive, in-depth, and frequent documentation when clients are acutely ill, high-risk, or have complex health needs. Follow employer policies and seek guidance if you are unsure.
- Should I document consultations with other providers?
Yes, if their direction affects client care. Include the provider's name, title, and their response. Document the reason for consultation, actions taken, and outcomes.
- What about NPs in primary care networks?
NPs must create and maintain complete client records, including assessments, decisions, orders, and care plans. They must also follow B.C. legislation such as FIPPA, PIPA, and the Limitation Act, along with employer policies.
NPs need to clarify whether they or the clinic/health authority is the custodian/trustee of client records. Custodians are legally responsible for privacy, access, and record retention. BCCNM bylaws outline retention requirements. Employers may have additional requirements.
If the NP works in a shared EMR or group practice, a data-sharing agreement should outline ownership, custody, access, and what happens if the NP relocates, retires, or dies. If unclear, NPs should seek advice from CNPS or their legal counsel.
For questions about legal obligations, NPs should contact the Canadian Nurses Protective Society (CNPS) or seek independent legal advice.
Resources
BCCNM learning resources
External resources