Scribing: A Day in the Life of a Trainer Scribe

As a trainer scribe, you’ve had the experience of being a scribe for quite some time and are now ready to take on the leadership role.

Not only do you have to train a new scribe while you are on the floor seeing patients, but you also need to make sure you can pick up the slack of your trainee as they still don’t know what they are doing.

This means double the work.

Which sounds horrible.

 

Actually it can be pretty brutal especially if you don’t like teaching or you have a terrible attitude. But, it can be an amazing experience for you as you learn and grow personally and as a scribe, test your limits. Maybe you decide that you like teaching (like me) and it’s great to put down on resume’s and medical school applications as well. Also, the added benefit is if you have new blood there, you aren’t constantly being contacted by your chief scribe or upper boss to cover a shift because you don’t have enough scribes. More scribes = less being called into shifts = more days off.

Walk-Through of My Day

I’m going to walk you through (roughly) what I did as a trainer scribe so you have an idea of how the schedule/day goes. I will be choosing more of a specialty view of it (as in what I experienced while training for ENT) as this is what I did right before I stopped scribing. I’ll even throw in some tips as a trainer so when you become a trainer, you can show everyone up with your fancy schmancy new skills. Please refer to my infographic above for my mock schedule while following along below!

Day 1, 7:30 AM   I’ll start at the beginning. Training takes weeks, but the first shift is always the most important. If clinic doesn’t start until 8 AM (see picture above), then I will have my new scribble arrive at 7:30. This way I can give them a full tour of the clinic, show them where their laptop is, help them sign in, and show them any other necessary things/areas without the constraint of patients being there or the physician hovering.

7:45 AM  If I have time, I will also show them (again) how to navigate the chart and what is going to specifically be helpful for their clinic and their physician during their shift. If I didn’t have them download their templates or smart phrases (we used EPIC, this was a HUGE timesaver by this EMR), I would have them download it and show them how to get more or start new ones that they could make on their own. By this time, we should have 2 laptops pulled out and ready to go. Remember, even though your new trainee just spent 2 weeks in classroom training, they are now on the floor seeing real patients. You are going to have to walk them through a lot all over again because their nerves will get the best of them.

8:00 AM  The first patient should be on their way to being seated and the physician should be arriving if they are not already there. I would prep the chart with my trainee looking over my shoulder, explaining why I was doing what I was doing. Then we would go in and see the patient. During this time, I would be writing the note and explaining (softly if I could) to my trainee why information was going where it was going and pointing out why I was moving to different areas of the chart as the physician was progressing with their visit. If it was a type of visit or my provider didn’t enjoy me talking/teaching, I would just have them watch me without explaining. When we would leave the room, I would clean up the note on my end and answer any questions (if I could right in the moment).

8:15 AM  I would always see 2-3 patients first on the first day. This was so they could get a feel for how to write a note. Tip: it’s kind of like monkey see, monkey do. So letting them shadow you for a period is good. Also, they are hella nervous so giving them some time to be there without the pressure of doing something will help them relax.

Since RV’s (return visits) are easier to grasp (less information) than NP’s (new patients), I would generally start the newbie on an RV note as it is overall easier and slightly less stressful. So I’d be seeing this patient with my new scribble in tow.

8:30 AM  Ah! A NP note. The newbie isn’t doing this one yet, but they can watch as I fill out a more detailed note.

9:00 AM    Time for my new scribble to give this a shot! Usually, they don’t want to do it. A gentle push and reassuring them that I would be writing down the information in case they missed anything (believe me they will miss A TON) will usually be enough to get them to do it. You will usually have to help walk them through how to open a note again during this stage because they will be freaking out even though they just watched you do a couple….

Tip: Bring a pad of paper/notebook and pens/pencils to write on. You can also use a clipboard if you would like. If your clinic has enough room, then just bring the laptop and do it in a word note. Since you cannot save the information or email it to yourself (for HIPAA reasons) this is the best way to save your information on the laptop without fear of losing it. But you do need a way to write down everything that was said/occurred during the visit (as if you were going to write the note) because your new scribble is still very fresh. They are gunna need help.

9:15 AM  Okay. I would then have new scribble sit this one out and work on the note they just saw. They are going to need to time to move things around, figure out their shorthand, and try to make sense of the mess of the note they just nervously wrote. I tell them to finish the note as if I wasn’t going to look at it, and instead as if the next person seeing it was the physician. Meaning it needed to be done to the best of their ability. So I will go in with the physician for this next patient and leave my scribble in the dictation room to work.

9:30 AM   If le scribble is doing well and ready to see another one I will let them go in and do this note while I take secondary notes. If not, then I would have them stay and work out their nerves. I’m a hard trainer, but it’s usually with good purpose. Tip: you need to be able to gauge your new trainee and the schedule. If they are super nervous or royally struggling  then give them another patient. If not, throw them in. Most of the time on the first day they would do one patient and then sit about 2 out unless the note we saw was super easy or they are doing fantastic.

9:45 AM  Alright, making the new scribble see this one. Same thing as the prior one they saw. I’m taking secondary notes and helping them through the visit on the chart, they are actually writing the note.

10:00 AM   They sit this one out. This one is also a new patient, and I don’t think I’m going to have them try a new patient yet this morning. I instruct them that if they are done with the note they just saw, to take the time and review both notes to fix anything if I’m still not out of the room yet. Gotta start teaching them to be constantly reviewing, so they can catch their own mistakes before the provider reviews the note.

10:30 AM  If they are done with their RV note from earlier, I will have them tag along for the NP note. They will be shadowing for this one.

#trying to learn to write like a scribe. (Courtesy of giphy.com)

And basically the rest of the day will go they see one, and have 1-2 off. They may need an additional patient off if they are really struggling with a note. That’s okay, just make sure you continue to gently push where it counts. If they are all caught up by the last few patients (or what they think is caught up) I may have them try a NP note at the very end of the day. But I am also one to make them see patients instead of trying to make my life easier. Meaning, I would rather them get the experience and then stay late correcting, then not let them see more patients that I think they can handle just so I can leave at a normal hour. My job is to train them. I want to give them the most exposure while they have limited time with a trainer. They will have plenty of fuck-ups on their own, might as well give them a safe space to do it.

After seeing all of the day’s patients, I usually give them some time to edit/finish the notes from the day as I’m editing mine or working on other miscellaneous crap. Then we go over the notes!

Arrgh@!#@$^). I hate this part. It is always horrible.

Courtesy of giphy.com

You will be dissecting each section of the chart that they wrote and cross-checking it with your information to make sure it is correct. You will need to explain why something is wrong/incorrect and what they did well.

Tip: It’s going to be bad. But if you re-write every single sentence just because it is not the way you would do it isn’t going to boost their confidence/self-esteem and they won’t learn. It’s not going to be pretty, but if it is grammatically correct and all the information is there, don’t just re-write it because it’s how you would do it. Only re-organize if you can explain to them why moving this information will help their HPI flow better, or change it if the information is incorrect. You will be heavily editing, but I promise they will learn better if you aren’t constantly changing their work.

Tip: At the end of each shift, I go through a few points of what they need to improve on and what they did well that shift. The good & bad should be equal. Even though they will have so much to work on. That’s okay, just pick the super major things they need to start improving on. You can fine tune or get nit-picky towards the end of their training period. As they progress, there will be more good than bad (hopefully). If they don’t continue to improve over their training period with you, then scribing likely isn’t going to work out.

Phew! You made it through one day as a trainer scribe!

Remainder of the Training Period

Day 2: A similar flow, except I will cut down the amount of patients in between. I may make them start seeing every other patient until they start to get a little more than overwhelmed, then hang back to letting them see once every 2. They will need to start seeing a new patient note as well by day 2, and of course you will be taking notes the whole time if they go in. This is to help get them used to having to see every patient.

Day 3: Usually the same flow. Maybe I will have them see 2 in a row, then 1 or 2 off. Then 2 or 3 in a row, then 1 or 2 off. Keep pushing. Again, they need to start getting used to seeing patients back-to-back, but don’t push too much to where they are so overwhelmed they cannot complete any task. Tip: Even if your new scribble wants to see more in a row here, don’t let them. They need to learn to not just start to see more patients but also how to edit in a timely manner. They can’t be learning how to edit/fix their notes if they are in every room right now,

Day 4: We will have them see 3-5 in a row, then off 1 or 2. If they tell you they are royally struggling on a note, give them some extra time for them to fix it. After all, you are there as back up.

Day 5: Continue to push for them to see as many patients as they can in a row. They should overall be getting better at writing notes (less editing for you) and should be able to start fixing/editing/finishing their notes faster. This is something that they will also need to continually work on: increasing the patient load but speeding up their note-taking and editing abilities.

At this point, if it is family medicine/pediatrics/internal medicine, they should be getting much better as their training should be ending soon. In specialty, not so much.

Day 6: In the morning do what you’ve been doing. In the afternoon if they are progressing well, let them see an easy RV patient by themselves. You will likely know your provider well enough at this point to be able to tell if they would have voiced something a certain way or not.

Day 7: If they did well with seeing some on their own, you can allow them to see more RV’s by themselves and just enter in on NP’s. I would usually let them see a couple on their own and then just pop in randomly for RV’s, but always go with them on NP’s. If they didn’t start seeing patients on their own the last training shift, then we should at least test the waters with this shift. Again, pick easy RV’s for this. *If this is a family medicine/internal medicine/peds shift, they should be seeing all patients in the day and seeing most on their own.

Day 8+: They should be continuing to see more patients on their own (if not all of them) and starting to see more patients without you. You can slowly test the waters with them seeing NP’s (as these notes are typically harder) by themselves and progress from there. The biggest thing now is getting them to finish and edit their notes faster and without much fixing from you.  You should be able to gauge how many more shifts your scribe may need at this point and what they majorly need to work on. The goal is to get them to be by themselves. They will screw up without you, but they will learn the most that way. Right now they know they have a security blanket –> You! Hopefully you can schedule a few more shifts, target what they need to work on, and if you see improvement it’s time to let your scribble graduate!

And yea, that’s about it. Like I said in a previous post, general medicine scribe training takes about 7-8 days, whereas specialty can be 10-13.  My entire job with the last scribe company was to train, so I got a lot of experience doing this. But if you have been scribing for about 6 months and are looking forward to new experiences, giving training a go can be a really great learning and leadership experience for you!

 

As always, let me know what you liked or what you would like to see next in the comments below!

Scribing: ER vs Outpatient

Phew. It’s been a hot minute since I posted about scribing. I scribed for a total of 6 years, both in the ER (for 4 years) and outpatient (for about 3-4 years). There was a year or two where I did both (I know, I’m crazy).

From my previous posts, you should have an idea of what a medical scribe is and what the training is like for you as a new scribble. If not, head on over to the side bar and check those out. But believe it or not, scribing in different types of medicine is not necessarily the same. The overall general core of scribing is similar, but how they function is very different.

So, let’s dive in!

A Day as an ER Scribe:

In an ER, there are no set or scheduled patient visits. This means that each day is different. You could walk in to a rack with 7 patients to see or you could walk in with nothing. It all depends on how crazy the day went or is about to go.  But before you can start scribing, you have to know what shift you are on! There were several shifts that I could have been scheduled for as an ER scribe at the hospital I worked at as seen below:

There was one peds only team and 3 adult teams. The hospital was set up in corners, such as a square. Blue team (which was right by the resuscitation bay), brown team (also close to the resuscitation bay), green team (in the back corner, held most of the psych rooms) and red team (the other far end corner, the pediatric unit). Near the resuscitation bay but off to the side was minor care (meaning small things that could be easily taken care of) and an overflow/triage bay as well. Splitting the two sides (between resuscitation bay and minor care) was the hallway where EMS would come in/check in a patient. Towards the back was actually the entrance to the observation unit (24 hour hold unit). Near the red team was the door for the the helicopter (which yes, was called!).

The midday shift (2pm-12am) was by far the busiest. The morning and evening shift would have periods that would lag a bit more and then get intense. So in the morning shift, it was usually pretty quiet until 10 or 11 am on most days, (meaning like only a handful of patients showed if at all) before picking up, and then at night the busiest part would be when you first arrived and would trail off as the wee hours of the morning hit.

A typical day for me was anywhere between 15 and 25 patients in an adult shift. If we were working a peds shift, there was usually a pediatric NP (or nurse practitioner) there who saw most of the patients, and I would just write a “yea I saw the patient as the physician and agree with the NP” type note if I ended up seeing a lot of patients with the physician as well. If not, I would scribe with the NP’s so they had less notes to do. So I would typically see upwards of 30+ patients due to this.

When I would show up is when the other doctor/scribe team would stop seeing new patients, but would finish up their current patients. Then as the new team starting, we we would just jump into seeing patients. As I didn’t know who would be showing up to the ER that day, it was pretty hard to prep.

Once a chart was placed in the rack, I would open it up on my online EMR (or electronic medical recording) system and look to see what notes the nurses took and to see why the patient was there that day. Very similar information was on the paper version of the chart sitting in the rack. If I had enough time, I would look to see if they had been in the ER before (or at least very recently), if they were part of the overall hospital system we worked at to see if there were any recent family or specialty notes that were available/of use to today’s visit, and their medications list. All of these things would not only help supplement my note, but if there was something important that the physician needed to know before we went in or after coming out to see the patient, I could inform them of this information. (Such as if they were on a blood thinner which is always important to note-no exceptions!). 

Once the physician was ready we would go in and see the patient. The provider would obtain the history and physical exam, and generally explain a few things that they would be planning on testing the patient and go from there. We would exit the room, and if I was working with a provider who would dictate the entire physical exam to me, they would do it once back in the workstation. If not, then I would ask for clarification and do it myself.

Either the provider would then tell me what they were ordering or I would look in the chart to see what orders were placed. I could then add this as a timestamp so we could monitor when anything critical came in.

Then we were on to the next patient!

Courtesy of wifflegif.com

Typically a patient could be there anywhere from 4-8 hours in the ER. Sometimes it would be something ridiculous like 15+ hours if they couldn’t get a bed and the hospital was backed up. Patients are either admitted, placed in observation (a 24 hour hold unit, used to follow up something small or quickly see a specialist), or get discharged home.

If all labs/imaging were back and the provider had a diagnosis, we would go back in and let the patient know. If there was anything urgent or that we needed to update the patient on, or say they had a change in symptoms after medication was given, we would stop in and see them before giving them the final discharge or admitted discussion. Otherwise, we would go in after everything was done, give the results and the diagnosis, and explain the plan.

The whole time (even when we weren’t directly seeing the patient) I would be updating the note and time-stamping appropriately. This would include when labs came back and what they showed, if any other physicians were called and the case was discussed, if the patient was in pain and needed more medication or if the medication worked wonders, any new ailments/complaints, you name it. Once the plan was given to the patient, we would come back to the team room and I would be dictated the medical decision making (the thought process of why things were done the way they were and the plan). For some providers they dictated the whole thing to me, others only parts of it, and others had me do it entirely by myself. The provider would then prep the patient for discharge and the nurses would ultimately discharge the patient, give them their discharge paperwork (or home notes, what to do, explanation of what they had), and they would give any prescriptions or specific follow up notes.

At any time, we could be called to a resuscitation. The teams rotated between who would get called in to take the call. Some days there weren’t that many, some days there could be 4+ resuscitation’s going at the same time. If we weren’t busy and it wasn’t our team called, the docs would show up to assist if needed. Otherwise, we would go back to taking care of our team. You still get patients arriving at your team to see even if you are in resuscitation. So if its a super busy night or you are in a long, stressful resuscitation, you will still get patients to see once coming out.

Running to that resuscitation! (Courtesy of wifflegif.com)

The nice thing though, was if you were in a long resuscitation and you kept getting pummeled with more patients, usually another physician who wasn’t in resuscitation would come over and see a couple of your patients so you wouldn’t be as far behind. Usually, but not always. There were always a handful of asshole physicians I worked with who refused to be nice.

At the end of your shift, there would be a new team coming on. We would stop seeing new patients and try to wrap up any patients that we could (i.e. admit, discharge, etc) so the other physician didn’t have to. If something was going to take a very long time, we would sign it out to the next team. I would stay anywhere between the 1-2 hours allotted for me to after the next team arrived to up to 4+ hours after if we had a lot of patients to finalize or had a very sick patient.

There were days where it was really hectic, but honestly, there was a lot of downtime. Especially at like 3AM.

A day as an Outpatient Scribe:

Okay, outpatient scribing schedule is much much different. First of all, time-stamping events is not necessary in outpatient events as there is usually nothing critical. If it is critical, we call an ambulance or tell the patient to get to the ER immediately. That’s it, no admission, no lifesaving-hours long resuscitation bay sessions. They either get discharged home (like normal) or we send them to the ER if we are concerned.

Side note: what is considered an emergent situation by a family medicine or internal medicine physician IS NOT the same as an emergent situation to an ER physician. From working in both, I could tell you that probably 50% of the things an outpatient physician sent their patient to the ER for would likely have been a WTF by the ER physician. However, it is always important to air on the side of caution. So even though it likely wasn’t needed, it was still safer to have sent the patient and discharge them home for nothing than for it to be an actual big deal.

Just thought you all should be aware of that fact. Because I’m writing this and that’s why. So there.

Okay, so scheduling. This is like your typical outpatient schedule that most of you are aware of since you call and make your appointment and then show up. Depending on the specialty will depend on how long the appointment times are. They can also be further broken up into RV’s (return visits) or NP’s (new patients). NP appointments are always much longer than RV’s. I’m just going to show a typical internal medicine morning shift, but slots can vary from 15 minutes to 1.5 hours (again, depends on the specialty and the type of visit).

RV’s here could be for a direct follow up for something (commonly hypertension or diabetes), or say wound check, or it could be for any patient coming in for a complaint but has been seen in the clinic before. So this would be when you go see your physician when you have a cold, or you have elbow pain, or whatever it is you are seeing them for.

NP’s and HME’s (health maintenance exams or yearly physicals) are always given an hour (or the longer appointment slot depending on the clinic/speciality). Usually if NP’s have a lot of complaints, they have to return for an RV to check up on things recommended from their NP visit, and it allows the physician to give more time to check up on the lesser concerns of the patient. Note: lesser concern does not mean that the patient is not concerned about it. It usually means it is not high priority in the physician’s mind. So for example, if someone comes in complaining of knee pain and chest pain, the physician will always evaluate the chest pain first (concern for cardiac–> can kill) and then evaluate the knee pain later. 

HME’s are established patients who need the whole allotted time as they usually have several complaints to get checked up on, need a full head to toe exam (not just a basic exam or problem focused exam), and usually need several blood work orders and/or other studies. There are times where people coming in for HME’s take the full time, and other times they tend to be generally healthy and don’t require the full amount. Either way, they get scheduled for the full time. (It just may mean that if we finish early I have time to finish other notes!).

The afternoon would look pretty similar and would end anywhere between 4:30PM and 6:30PM. If things were really bad maybe 7PM. Working in this way tended to be more exhausting only because you never really had a true scheduled break. Most of the time you would run over and most patients showed. You can still usually see upwards of 20-25+ patients in outpatient (more specifically specialty than internal medicine), and without the benefit of knowing you’ll have downtime.

But the hours are more normal business hours and less suckage then having to work in the middle of the night in the ER.

Charting Differences:

So now you’ve seen the schedule differences. Charting there are differences as well. I’m not going to completely go into a breakdown, but I will explain a few key differences.

  • HPI. HPI, or History of Present Illness is the story you gather from the patient about what their concerns are, what associated symptoms they have, what they did to help it or what made it worse, the inciting incident, all of that jazz. In the ER, you are only concerned about the main complaint. Sure, you can add the laundry list of complaints that the patient is having, but you only really focus on the main 1-2 complaints that they came in for. Was it chest pain? Was it abdominal pain? Where they having a miscarriage? Did they come in after a stroke? Usually your HPI’s were only 1 paragraph (which could be a few sentences to a very long paragraph), maybe 2 paragraphs at most. But that is it. In outpatient, you literally have a paragraph for every problem. And since in outpatient you need to evaluate every concern (again, you send the critical patients/concerns to the ER) and you keep a running tab of how things are playing out over time, you have a plethora of paragraphs. Sometimes it is just 1-2 paragraphs, but usually its like 5-10 paragraphs depending on the patient. So much more overall detail is captured in outpatient.
  • Following up on labs/imaging. In the ER, you follow it while they are still present in the ER. If anything critical comes back, you need to act on it. If everything comes back okay, you let them go home. The difference is, you don’t discharge your patient home without everything being back. If it’s taking awhile, you admit them or place them in observation until the testing results return. In outpatient, you never usually wait for results. Unless it is a fast and easy in-house test, such as blood sugar, strep swab, or pregnancy test, you send the patient out the door and call them in a week when everything returns.
  • MDM vs diagnosis & plan. In emergency medicine, you have what is called medical decision making or an MDM. This basically is a summary of why the patient presented and with what symptoms, what we did to treat it, any highlights of what happened during there stay, why we ordered what we ordered, any differential diagnoses considered, and the plan. Then in all of the charts at the hospital I worked at, there was a separate line for discharge status (admitted, obstruction, discharge, deceased, etc) and then a line for the final diagnosis (or diagnoses). In outpatient, there are so. many. ways to do this but the most common form I wrote in was one separate line/paragraph for each diagnosis or related diagnoses and the plan for that issue/diagnosis. There were usually many in outpatient, and usually had a lot of information the physician discussed with patient so this was a much bigger chunk of the chart.

 

And there you go! Let me know what you liked, what you want to hear more about, or any other topics you are interested that I may be able to assist with down in the comments below.