Tell the Story in the Daily Progress Note

We need to stop thinking of it as copying and pasting, and have a paradigm shift to consider it copying and editing. 

Last week, Shannon DeConda bemoaned the fact that we have lost the story of the encounter. She postulated that the primary impetus for this in the electronic environment has been convenience.

I agree that convenience is compelling, but if providers are doing it right, I’m not even convinced that copying and pasting is convenient and time-saving. We need to stop thinking of it as copying and pasting, and have a paradigm shift to consider it copying and editing. If a provider plunks down a copied assessment and plan into today’s note, they should be reading it with a fine-toothed comb to make sure that it accurately reflects the encounter today. It is labor-intensive to edit.

Here are some tips:

  • I often see the entire history of present illness (HPI) paragraph copied into every daily progress note, and then the provider types out a few sentences about how the patient is doing today (i.e., the interval history). If the provider insists on this behavior, have them flip the sequence so that the new information is atop the note. Realistically, if I want to know what happened in the HPI, I can go to the admitting history and physical (H&P).
  • I personally hate the “Twelve Days of Christmas” assessment and plan (A&P) list. I don’t want to know what happened over the course of the last week; I want to know what is happening today, or at least, since the patient was last documented. If the provider is married to this format, have them bold new information so the reader can easily and quickly identify it. They will need to un-bold that information the next day and bold the novel entry again.
  • Have documenters mark conditions “resolved” to make it clear that they are no longer active, but that they should remain in the reader’s consciousness. It is important that a patient had acute hypoxic respiratory failure on admission, but it is misleading to bill it as a current problem if the patient is comfortable on room air today.
  • More is not always better. Concise, understandable, and actionable is better. Do providers like reading other people’s copying and pasting? If not, remind them that their copying and pasting is someone else’s “I hate reading other people’s copying and pasting.”
  • Differential diagnoses are good to let other caregivers know what the practitioner is thinking, but that section should be dynamic. If a diagnosis is ruled out, eliminate it from the list. If a definitive diagnosis has been determined, the differential diagnosis list has served its purpose and should be retired and removed.
  • Documentation should evolve. Has the organism been identified after the culture results return? If so, it should be incorporated into the assessment. Did they figure out the etiology of the sepsis with an uncertain source? Stop documenting “1. Sepsis of uncertain etiology; 2. UTI.”
  • Linkage, linkage, linkage. What caused the cellulitis, which caused the sepsis, which caused the various organ dysfunction?
  • The provider is being paid the big bucks to think, analyze, and synthesize. They should demonstrate that in their documentation. They should detail what they are basing their diagnosis on, but it does not necessarily have to appear every day. Explaining criteria for diagnosing severe protein-calorie malnutrition is crucial, once, at diagnosis; they do not need to repeat the BMI, muscle wasting, and weight loss every day. It would be appropriate to document the treatment daily as long as it is still accurate today.
  • Problem lists or A&Ps should not include every condition or surgery the patient has ever had. If it isn’t relevant to why they are here now, it shouldn’t be on the list. There is no extra credit for volume.
  • When temporal words are copied and pasted, they completely disrupt the integrity of the story. Did that happen yesterday? Or was it four days ago, and it has been copied and pasted without edit for three days?
  • The discharge summary should be a summary of the important events and a list of all the important diagnoses. A slipshod discharge summary can wreak havoc with the DRG and risk adjustment.

The providers need feedback. They don’t realize that anyone else reads their documentation or cares what they write. But we do. They won’t change their behavior unless they know they need to. Let them know – send them the link to this article!

Programming Note: Listen to Dr. Erica Remer when she co-hosts Talk Ten Tuesdays with Chuck Buck, Tuesdays at 10 a.m. Eastern.

Facebook
Twitter
LinkedIn

Erica Remer, MD, FACEP, CCDS, ACPA-C

Erica Remer, MD, FACEP, CCDS, ACPA-C has a unique perspective as a practicing emergency physician for 25 years, with extensive coding, CDI, and ICD-10 expertise. As physician advisor for University Hospitals Health System in Cleveland, Ohio for four years, she trained 2,700 providers in ICD-10, closed hundreds of queries, fought numerous DRG clinical determination and medical necessity denials, and educated CDI specialists and healthcare providers with engaging, case-based presentations. She transitioned to independent consulting in July 2016. Dr. Remer is a member of the ICD10monitor editorial board and is the co-host on the popular Talk Ten Tuesdays weekly, live Internet radio broadcasts.

Related Stories

Leave a Reply

Please log in to your account to comment on this article.

Featured Webcasts

AI, Audits, and the Future of the Revenue Cycle

Artificial intelligence is rapidly transforming healthcare revenue cycle operations, from coding and auditing to compliance and denials. Join industry leaders Pam Warren (MaineHealth) and Raemarie Jimenez (AAPC) for a live fireside chat exploring how AI is changing workflows, workforce roles, payer-provider dynamics, and compliance risk—and what organizations should be doing now to prepare.

June 17, 2026

Trending News

Featured Webcasts

Ask Dr. Hirsch: Clarifying Medicare’s Most Misunderstood Rules – Part 2

Medicare regulations are complex and even seasoned professionals struggle to apply them consistently. Due to overwhelming demand, Dr. Hirsch returns for Part 2 of Ask Dr. Hirsch: Clarifying Medicare’s Most Misunderstood Rules to answer even more of Medicare’s most misunderstood questions, covering inpatient status, observation, SNF access, Medicare Advantage denials, and more. Join Dr. Hirsch as he provides clear, referenced answers to real-world questions submitted by your peers, helping you navigate Medicare compliance with confidence and clarity.

June 18, 2026

Reengineering Utilization Management: Building an Adaptive Model for the New Payer Era

Traditional utilization management models can no longer keep pace with regulatory shifts, payer scrutiny, and operational pressures. In this webcast, Tiffany Ferguson, LMSW, CMAC, ACM, ACPA-C, introduces an Adaptive Model strategy that modernizes UM through role specialization, technology-driven workflows, and proactive, team-based processes. Attendees will learn how to restructure programs to improve efficiency, strengthen clinical collaboration, and enhance financial performance in a rapidly changing healthcare environment.

May 20, 2026

Compliance for the Inpatient Psychiatric Facility (IPF-PPS): Minimizing Federal Audit Findings by Strengthening Best Practices

Federal auditors are intensifying their focus on inpatient psychiatric facilities, using advanced data analytics to spotlight outliers and pursue high‑dollar repayments. In this high‑impact webcast, Michael Calahan, PA, MBA, Compliance Officer and V.P., Hospital & Physician Compliance, breaks down what regulators are really targeting in IPF-PPS admissions, documentation, treatment and discharge planning. Attendees will learn practical steps to tighten processes, avoid common audit triggers and protect reimbursement and reduce the risk of multimillion-dollar repayment demands.

April 9, 2026

Mastering MDM for Accurate Professional Fee Coding

In this timely session, Stacey Shillito, CDIP, CPMA, CCS, CCS-P, CPEDC, COPC, breaks down the complexities of Medical Decision Making (MDM) documentation so providers can confidently capture the true complexity of their care. Attendees will learn practical, efficient strategies to ensure documentation aligns with current E/M guidelines, supports accurate coding, and reduces audit risk, all without adding to charting time.

March 31, 2026

Trending News

Prepare for the 2025 CMS IPPS Final Rule with ICD10monitor’s IPPSPalooza! Click HERE to learn more

Get 15% OFF on all educational webcasts at ICD10monitor with code JULYFOURTH24 until July 4, 2024—start learning today!

This Memorial Day, we honor those who gave all for our freedom. Take 20% off sitewide through May 29 with code MEMORIAL26 at checkout

CYBER WEEK IS HERE! Don’t miss your chance to get 20% off now until Dec. 1 with code CYBER25

CYBER WEEK IS HERE! Don’t miss your chance to get 20% off now until Dec. 2 with code CYBER24