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. 2020 Jul 6;3(2):154–159. doi: 10.1093/jamiaopen/ooaa020

Table 1.

Code book

Category Description Examples
Medication
  • Information related to medication(s)

  • INCLUSION: Medication name, modifying medication attribute, confirming/documenting medication administration or intake

  • EXCLUSION: None

  • “hold heparin”

  • “give ceFAZolin”

  • “Confirm if pt took meds”

ADT
  • Instructions or information related to admitting, transferring, or discharging patients

  • INCLUSION: Terms such as “discharge,” “d/c,” “transfer,” “go back to floor,” or “leave ICU”

  • EXCLUSION: Phrases referring to movement to or from scans, procedures, etc.

  • “Patient can be discharge home after PT/OT.”

  • “Please give patient 1 time dose IV morphine 2 mg an hour prior to d/c or when doing PT, and then regular scheduled dose 8 mg dilaudid prior to leaving so comfortable when traveling. Thank you.”

  • “Pt to be discharged with indwelling foley catheter”

  • “The patient can go back to the floor once he meet the PACU discharge criteria”

Protocol
  • Information about a protocol to be followed

  • INCLUSION: Phrases such as “as per XYZ protocol,” “follow XYZ procedure,” or “as per XYZ rule”

  • EXCLUSION: None

  • “Initiate hypoglycemia protocol”

Documentation
  • Request for information or documentation, recording/changing information in the patient’s chart/EHR, or note instructions

  • INCLUSION: Phrases referring to asking or informing about status post-procedure/therapy, requesting information from the patient, or requesting documentation or confirmation

  • EXCLUSION: None

  • “Pls get records from xxx hospital”

  • “pls confirm allergy”

  • “pls document all episodes of hemostasis”

  • “Confirm if pt took meds”

Transport
  • Introductions, clarification, and requests for patient transportation

  • INCLUSION: Phrases referring to actual patient movement such as “pt to xray,” “pt to OR,” “pt can go off floor,” “pt to be discharged/meets d/c criteria”

  • EXCLUSION: None

  • “Move pt to xray”

  • “pt can go off the floor without tele”

Other clinical tasks
  • Permission or instructions for clinical procedures (not covered by L/T/D; Labs; Imaging; Medication; Transportation; Medical Device)

  • INCLUSION: Phrases referring to activities such as dressing wounds, neuro checks, observations, or terms related to patient care activities such as “walking pt,” “cleaning pt,” etc.

  • EXCLUSION: None

  • “Please clean forehead”

  • “Pls walk patient”

  • “Bladder scan”

  • “pt to wear mask out of room

  • “transfer 1 uprbc”

  • “read chart”

  • “no q1hr neuro checks”

Procedure
  • Information about procedures or instruction before a procedure

  • INCLUSION: Phrases referring to blood transfusions, PT/OT evals, colonoscopies, surgeries, or therapies (OT, speech, etc.)

  • EXCLUSION: None

  • “going for colonoscopy”

  • “pt ok for PT/OT eval”

Lines/tubes/drains
  • Information about lines, tubes, or drains

  • INCLUSION: Phrases such as “IV,” “IV Meds,” “NG tubes,” other tubes, “Foley,” “drains,” “drips,” “arterial/central/peripheral lines,” etc.

  • EXCLUSION: None

  • “Ok to use central line”

  • “D/C aterial”

  • “Restart insulin drip”

  • “NG tube to suction prior to starting CPAP”

Vitals
  • Information about patient vitals, instructions to skip taking vitals, or discontinue monitoring

  • INCLUSION: Phrases referring to taking or skipping vital sign(s), including terms such as “weight,” “blood pressure,” or “height”

  • EXCLUSION: None

  • “rectal temp”

  • “daily wt”

  • “pt can go off the floor without tele”

Devices
  • Information about medical devices, patient aides that are internal/external to the patient

  • INCLUSION: Phrases referring to tele-monitoring, pacemakers, pumps, pulse-ox, walkers, or wheelchairs

  • EXCLUSION: None

  • “LVAD speed changed from 9200 to 9400 RPM at the bedside by Dr XXXX at XXXX”

  • “OK to go to dialysis, off tele”

  • “Platform walker”

Labs
  • Clarification or instructions related to lab tests or imaging

  • INCLUSION: Phrases such as “Xray,” “radiology,” “CT/MRI,” “Echo/EKG,” “BNP,” “CBC,” “blood draws,” “blood sugar (accu check),” or just labs

  • EXCLUSION: None

  • “Please clean forehead and do accu check”

  • “Move pt to xray”

Contact
  • Information about contacting or calling another provider, or asking for information from patient

  • INCLUSION: Phrases such as “page,” “phone,” “call,” “contact,” or any other terms implying a communication from 1 person to another. Includes phone number, email, etc.

  • EXCLUSION: Terms such as “as per Dr X said this…”

  • “page DR XXX XXX”

  • “call MD”

Goal
  • Phrases referring to clinical goals for the patient

  • INCLUSION: Explicitly states a numerical value or patient status to be achieved and/or includes the terms “goal,” “target,” etc.

  • EXCLUSION: Reference to abnormal values (eg, hypertension)

  • “Goal oxygen sat >88%”

Diet
  • Phrases referring to patient food, fluid, diet

  • INCLUSION: Phrases referring to “PO,” “NPO” or “Diet” or items surrounding food, fluid intake. Or, “diet related” activities such as an “order snacks”

  • EXCLUSION: Information about lines/tubes/drains pertaining to diet but does not explicitly mention diet; code only as “Lines/Tubes/Drains.” Example: “NG tube to suction prior to starting CPAP”

  • “small sips of liquid”

  • “PO challenge”

Education
  • Information about patient education or requesting patent education

  • INCLUSION: Phrases such as “educate,” “inform patient,” “teach,” etc. in reference to the patient

  • EXCLUSION: Terms above but directed toward clinical staff

  • “pls teach pt about diabetics”

Non-clinical task
  • Permission or instruction about issues outside of direct patient care

  • INCLUSION: confirmation/ permission for tasks outside patient care

  • EXCLUSION: None

  • “Spouse can meet pt outside visiting hours”

  • “pt can use own shoes”

  • “Ok to wear sweater”

Abbreviations: ADT, admission/discharge/transfer; BNP: Brain natriuretic peptide; CBC: Complete blood count; CPAP: Continuous positive airway pressure; CT: computed tomography; EHR: electronic health record; ICU: intensive care unit; LVAD: left ventricular assist device; MRI: Magnetic resonance imaging; NG: nasogastric; NPO: nil per os (nothing by mouth); OR: Operating Room; OT: Occupational therapy; PACU: Post-Anesthesia Care Unit; PO: per os (by mouth); PT: patient or physical theraphy; IV: Intravenous.