379 decisions · 1959–2026 · every one linked

What a chart looks like in court

The decisions this guide actually quotes. Not legal theory: what the record showed when somebody went back and read it: the entry that was missing, the one that said too little, the time that did not match.

726 opinions were read to get to these 379. The rest turned up in the same searches and said nothing useful, so they are not here; each article lists the full set it was built from. We summarise, and the link on every case goes to the opinion itself. That is the thing to rely on.

Any note: how it gets read

Scott v. Illinois Human Rights Comm'n

Appellate Court of Illinois · 2026 #

This one is about a lawyer, not a clinician. The court sanctioned the attorney for filing briefs with "false citations and quotations that are the product of artificial intelligence (AI) hallucinations". The briefs misquoted statutes and cited a case that doesn't exist. The sanction went to the person who signed and filed the brief. Not to the software.

Explained in: When You Acted on the AI Summary Instead of the Chart

Mike Scottman v. Emory Healthcare, Inc.

Court of Appeals of Georgia · 2025 #

Here it went the other way. A NICU infant had TPN and lipids running through a forearm IV and ended up with full-thickness burns. The suit claimed the nurse skipped hourly checks. The nursing notes had checks at 0600 and 0700 with the site recorded as "dry and intact", and the trial court found the records showed the checks happened. The appeals court affirmed, partly because of procedural problems with the plaintiffs' expert affidavits. Look at what the court did not decide: whether those checks were good enough. The plaintiffs' fallback argument was that a normal check an hour before a severe burn means someone missed the infiltration. The stock phrase proved a check happened. It said little about what the nurse saw. One more detail. The wound photos in the record appear to have been taken on a provider's personal phone, and the court noted nothing showed they were ever part of the medical record.

Explained in: Words that get read back to you in a deposition · IV infiltration and extravasation: what to chart

United States v. Eskender Getachew

U.S. Court of Appeals for the Sixth Circuit · 2025 #

The court described identical examination notes at every appointment for each patient named in the indictment. It also described identical menstrual-cycle observations in notes for all the named male patients. The court said this evidence allowed an inference that the physician routinely failed to examine patients. The court affirmed his conviction for unauthorized controlled-substance prescribing based on a broader record of evidence. It did not rule that copying text alone establishes a crime. The point here is narrower: repeating the exam language did not necessarily mean repeating the exam.

Explained in: Copied notes and why they stop meaning anything

Manter v. CPF Senior Living – Northgate Park L.L.C.

Ohio Court of Appeals · 2024 #

An assisted-living resident had a foot ulcer and later lost his leg. He admitted he had probably refused baths, but he remembered very little of his time there. The facility had no nursing notes for about seven months and no record of his bathing schedule. The executive director agreed that if he wasn't complying with bathing, "that was something she would expect to see in the nursing notes." The appeals court found genuine factual disputes over what care he needed and what he actually got. Maybe the refusals happened. Nothing in the chart showed them.

if Paul was noncompliant with bathing, that was something she would expect to see in the nursing notes.

Explained in: Words that get read back to you in a deposition · When to use the patient's exact words

Ochoa v. Avila

Texas Court of Appeals, Eighth District · 2024 #

A physician cosigned a PA’s chart with the notation “I agree with the assessment and care plan, and confirm the diagnosis(es).” His counsel described it as template language. The appellate court affirmed denial of summary judgment on the limited question of whether a physician–patient relationship existed. It did not decide malpractice liability. This was a physician case, not a ruling on RN cosignatures. The point here is narrower: template wording can describe involvement that you later have to explain.

Explained in: Words that get read back to you in a deposition

Schmidt v. Crayne

Ohio Court of Appeals · 2024 #

The opinion starts its review of the hospital stay with: "Joel’s vital signs were monitored frequently during his hospitalization." Then it walks through specific temperatures, respiratory rates and SpO2 values, and the experts disagreed about what those numbers meant. The jury found for the defendants. The appeals court affirmed. Years later, everyone argues from the flowsheet.

Explained in: Checking monitor vitals before they go into the chart

Siegel v. Univ. of Cincinnati College of Medicine

Ohio Court of Claims · 2024 #

In its findings of fact, the decision says: “Although there were complications, a form letter from Dr. Ringer to Jessica’s pediatrician was issued, stating that the procedure was uncomplicated.” The claims actually tried were about other things, and the court recommended judgment for the defendant. It's here for one detail. A templated sentence can end up quoted in a court record right next to a chart that says something else.

Explained in: When the Patient Doesn't Want the Room Listened To

Suzanne Whitman, as Special Administrator of the Estate of Charlie Jean Brakebill v. Robinson Nursing and Rehabilitation Center, LLC

Court of Appeals of Arkansas · 2024 #

This appeal was decided on the statute of limitations, so it isn't a ruling on the nursing care. Still, the court's summary of the expert evidence includes a line worth remembering. It's about a resident who fell four times in two weeks: "It was unknown if additional care was not charted or simply not done." The expert also said the bed alarm and bedrails weren't consistently in place.

Explained in: Bed alarm on, call light in reach, and other lines you did not check

Weber v. Sharma

Appellate Division of the Supreme Court of the State of New York · 2024 #

A woman came to a clinic with chest pressure and arm pain. She went home and died that night of a heart attack. The cardiologist's record said she declined transfer to the ER for troponin testing. The nurse testified that she told the patient to follow the doctor's advice and go to the emergency department, and her chart notes said the same. The court held that the nurse's notes were admissible. On that motion the doctors couldn't use their own accounts of what they told the patient, so the records and the nurse's testimony had to carry that part of the case. The trouble was what the records left out. They showed the refusal. They didn't show what she'd been told about how serious her condition might be. In the court's words, "nor do the medical records reflect any such detailed discussion." The court sent the claims against the cardiologist and the practice back for further proceedings.

Explained in: When to use the patient's exact words

Currie v. Oneida Health Sys., Inc.

New York Supreme Court, Appellate Division, Third Department · 2023 #

The court found factual disputes that kept the remaining ordinary-negligence allegations from being dismissed before trial. One was about supervision. The defense expert described continuous one-to-one supervision beginning December 7, but nursing notes still indicated 15-minute safety checks until December 9, after an unwitnessed December 8 fall. That was not a final finding of negligence. The charting point is this: a supervision plan, a staffing request, and supervision actually provided are not the same thing. Don’t chart them as if they are.

Explained in: Words that get read back to you in a deposition · Chart the teamwork without charting the blame

La Riccia v. Ohio Civ. Rights Comm.

Ohio Court of Appeals · 2023 #

A patient sent about 140 MyChart messages to her neurologist over a few months. A nurse brought them to a section head, who reviewed them and concluded they were "inappropriate, concerning, and crossed the professional boundary between physician and patient". The clinic ended that treating relationship and offered to move her care to another provider. She challenged the decision before the state civil rights commission, the trial court, the appeals court, and separately in federal court. At every step, everyone worked from the facts in the portal record. Here's what that means for you: far more people than the patient read portal content, and they keep reading it for years.

Explained in: The Patient Will Read Your Note in the Portal Tonight

Pope v. Martin

Court of Appeals of Mississippi · 2023 #

This was a family fight, not a clinical case. Someone found a USB recorder next to a sofa leg in a dying patient's hospital room, and the patient's son sued his stepmother under wiretapping laws. Part of her defense was that her husband, the patient, was a party to the conversations and that he gave his consent to being recorded by Deborah. By then he had died. The appeals court found the record wasn't enough to decide the wiretapping claims and sent them back to the trial court. For charting, the point is this: once the only person who could confirm consent is gone, nothing on paper settles who agreed to what.

Explained in: When the Patient Doesn't Want the Room Listened To

Life Care Center of Hilo v. Department of Human Services

Hawaii Intermediate Court of Appeals · 2022 #

A resident's buttock wound was never assessed or documented. Nurses put cream on it when they saw it. Nobody measured it. Nobody recorded it. The state found caregiver neglect, and the appeals court affirmed. The hearing officer spelled out what the gap cost: "Because there is a lack of documentation by [Life Care] as to the progress of the wound, it is impossible to determine whether these treatments could have, or would have, been administered earlier." Empty record, and nobody can show the care was timely.

Explained in: The Assessment You Could Not Finish

Mapes v. State of Louisiana

Louisiana Court of Appeal, Fourth Circuit · 2022 #

A patient's platelet count came back at 25. The hospital's protocol required the lab to tell the nurse verbally, and the nurse to tell the doctor verbally. The lab told the nurse at about 5:30 p.m. The court wrote that "the record does not contain any indication that the UMC nurse then verbally notified the doctor." About twelve hours later the patient was discharged. A few days after that, the patient died of a brain hemorrhage. A medical review panel found that the nurse's failure to report verbally breached the standard of care. The trial court had granted the hospital summary judgment. The appeals court reversed it and sent the case back for further proceedings.

Explained in: What to write when a lab result is unclear · A critical lab value: write down who you told and when

State v. Worship

Ohio Court of Appeals · 2022 #

A man was tried for felonious assault after having sex with a partner without fully disclosing that he was HIV positive. The prosecution put his records from Equitas Health, where he was treated, into evidence. The appeals court said the records shouldn't have been admitted, because they weren't properly certified. It called that error harmless given the other evidence. It also noted that privilege wouldn't have kept the records out anyway: "The physician-patient privilege is not absolute, there being numerous statutory exceptions to the privilege." So your patient's worry that the chart can leave the building is reasonable. Be honest with them about it. And write facts. Keep your opinions out of it.

Explained in: When a patient asks you to keep it out of the chart

Dcpp VS. D.h., T.w., J.k., JR., and K.m., IN the Matter of the Guardianship of D.h., T.g., and J.w. (fg-16-0048-19, Passaic County and Statewide) (record Impounded) (consolidated)

New Jersey Superior Court Appellate Division · 2021 #

Parents appealed the termination of their rights to their son. He had been removed from the hospital shortly after birth over concerns about the mother. They argued their marijuana use was unfairly held against them. The court held that recreational use alone isn't enough without "competent, case-specific evidence that the marijuana usage endangers the child or children." It affirmed anyway. Both parents admitted using while caring for the child, an expert testified about the risks, and there was substantial other evidence. The details carried the weight. `Uses marijuana` and `used marijuana while caring for infant` are two different facts. Write the one you were actually told.

Explained in: When a patient asks you to keep it out of the chart

Four J's Community Living Center, Inc. v. Wagner

Texas Court of Appeals, 1st District (Houston) · 2021 #

This isn't a nursing negligence case. It's about a fire at a residential care facility. The injured resident was blind, had cerebral palsy and a profound intellectual disability, and could answer only in one or two words. The defense argued the evidence didn't support the jury's award for her physical pain. The court affirmed. Why it matters for charting: what the opinion says about her hospital records. They describe her burns, debridement and skin grafts. And they state that: > “The hospital staff could not assess Jenny’s pain using the pain scale” because she was nonverbal. Most of the pain evidence the opinion goes on to describe came from her mother's testimony. After extubation, for example, her mother heard her grinding her teeth and took that to mean she was hurting. Here's the point for us. Years later, in a courtroom, someone read that chart to find out how much pain this patient had been in. And what the chart could say came down largely to this: the numeric scale couldn't be used. A behavioral scale with the behaviors written out would have given that reader your own direct observations.

Explained in: Charting pain when your patient can't give you a number

Rucigay v. Wyckoff Hgts. Med. Ctr.

Appellate Division of the Supreme Court of the State of New York · 2021 #

This was a fall case. Two nursing notes with the patient's own statements were first kept out, then read to the jury without objection. If a patient says something to you and you write it down, it can end up being read aloud in a courtroom.

Explained in: When to use the patient's exact words

V. v. Secretary of Health and Human Services

United States Court of Federal Claims · 2021 #

Here the diagnosis itself was in dispute. The diagnostic criteria the court weighed include prior history as a required element: "No history of a clinical episode with features of a prior demyelinating event". The parties also had to agree on what the patient's neurological history was before the vaccination. The special master found the petitioner not entitled to compensation and dismissed the case. What it means for your charting: a line like prior neuro episode: yes/no isn't filler. Diagnostic decisions can depend on it. Give it a source and a status.

Explained in: When the patient tells you about a history the chart doesn't have

Whitfield v. Secretary of Health and Human Services

United States Court of Federal Claims · 2021 #

A vaccine-injury case. The court went through years of clinic notes one visit at a time and set them beside affidavits the petitioner wrote later about her earlier health, including pre-existing eczema, asthma and headaches. The notes recorded history the way a patient gives it, under a Subjective heading: headache onset several years earlier, a prior skin infection and the medication used for it. The allergies didn't match from one visit to the next. One visit records that a review of the patient's allergies "indicates no known allergies." About a year later, another visit lists an allergy to cats in the patient's own history. The Special Master had denied the claim earlier in the same proceeding. What matters for you is how the notes got used. Years later, people who had never met the patient read every entry to work out what was known, when, and who said it.

Explained in: When the patient tells you about a history the chart doesn't have

Bishop v. Ohio State Univ. Wexner Med. Ctr.

Ohio Court of Claims · 2020 #

A high fall risk patient fell around 5 a.m. The nurse testified that she had offered a bed exit alarm and the patient refused it. She also testified that she went over the risks and benefits with the patient and the daughter. The decision notes: "However, Nurse Huffman did not document the refusal." Staff testified that rounds checked the bed, rails and call light, and the trainee nurse gave specific assessment times (12:55, 2:55, 4:09). The physician who responded wrote in the chart that the bed alarm and rails were not in use when she got there. The trainee also admitted she hadn't charted the fall precautions added after the fall. So the refusal existed only in testimony, given years later. The physician's note was in the chart the whole time.

Explained in: Bed alarm on, call light in reach, and other lines you did not check · When a coworker says she gave it but it's not charted

Martin v. Secretary of Health and Human Services

United States Court of Federal Claims · 2020 #

This was a vaccine-injury claim involving a child with a seizure disorder. The special master relied heavily on what the records showed at the time, finding that "the contemporaneous medical records fail to establish a proximate temporal reaction" after the vaccinations. In a later dispute, the entries written during the event usually get the closest look.

Explained in: Charting a seizure you're not sure is real

Yates v. Secretary of Health and Human Services

U.S. Court of Federal Claims · 2020 #

It was a vaccine-injury claim, and the problem was in the expert reports. One expert listed the results of a viral test from the autopsy. A second expert put those results into her own report and built her conclusion on them. The test had never been done. The special master wrote that the second expert took the information from the first report, never looking for the actual report to verify the information, and that she "relied on the results of a test she never actually reviewed". The first expert mentioned the result but didn't base her opinion on it. The second based her whole conclusion on it. For you, that's the difference that matters. Noting what a summary says is one thing. Acting on it without checking is another.

Explained in: When You Acted on the AI Summary Instead of the Chart

De La Pena v. Gordon

Texas Court of Appeals, 2nd District (Fort Worth) · 2019 #

Strictly speaking this is a lab case. Same question, though: was the machine reading real? Hemoglobin was 6.4 on one machine and 8.2 a few hours later on another. The plaintiff's expert testified that either there had been a transfusion or "the two previous [6.4] numbers were spurious." Whether to trust that reading, and what was done because of it, became a central question at trial. The jury found for the physician. The appeals court affirmed.

Explained in: Checking monitor vitals before they go into the chart

In re L.R.

Ohio Court of Appeals · 2019 #

In a custody case involving two medically fragile children, the court adopted a recommendation that the agency give the parents access to the children's "online MyChart accounts relating to medical appointments and reports". A judge made proxy portal access part of the plan for those families. So when a parent or proxy reads your note, the system is doing what it was built to do.

Explained in: The Patient Will Read Your Note in the Portal Tonight

State v. Jones

Supreme Judicial Court of Maine · 2019 #

A SAFE nurse wrote down the patient's answers while taking history for the exam. At trial the court admitted the part of her report tied to treatment, including what the patient said about how her neck got bruised. It kept out the section where the nurse had "transcribed-apparently verbatim-the victim's extensive account of the incident." The appellate court affirmed. So the court treated the two differently: the patient's words recorded for care, and the long free-standing narrative.

Explained in: When to use the patient's exact words

Tye-Smiley v. Ohio State Univ. Wexner Med. Ctr.

Ohio Court of Claims · 2019 #

This wrongful death case went to trial. The decision goes through the testimony one clinician at a time, and each of them relies on what their own notes showed. The prison nurse had charted his pain ratings (5 out of 10 one day, 8 on a later day), where the pain was, and that he was using a walker. The nurse practitioner had charted that his pain was getting worse every day, what she found on exam, and her decision to send him out. The part closest to this topic comes from the hospitalist who saw him after admission. Her progress note showed that "Smiley indicated that he thought a dose of prednisone he was given during the orthopedic consultation was causing some of his symptoms", and that she lowered his dose in response. That's the whole chain in one entry: what the patient blamed, what the clinician did, and the reason connecting the two. Years later, each witness could rebuild what happened only from what had been written down. The text we have stops partway through the testimony, so the outcome isn't covered here.

Explained in: When Your Flowsheet and Your Note Tell Different Stories · Charting an Unexpected Death So the Timeline Holds

Daniels v. Northcoast Anesthesia Providers, Inc.

Ohio Court of Appeals, en banc · 2018 #

(This decision vacated and replaced the panel's May 2018 opinion, here.) Before surgery the patient disclosed an allergy to one drug. The plaintiff argued that the anti-nausea patch she got came from the same drug family, and that checking it against a drug reference would have caught that. The jury found for the patient. The appeals court reversed and sent the case back for a new trial because of evidence errors. So no court found that anyone failed to check. The case is here because the whole fight was over one question: was a known allergy checked against the drug actually given? That's exactly what your note needs to show.

Explained in: When You Acted on the AI Summary Instead of the Chart

in the Matter of A.T.

Texas Court of Appeals, 2nd District (Fort Worth) · 2018 #

An involuntary commitment appeal. The record had specific behaviors and statements. She asked police to check her phone because she believed it was bugged. She told another patient to pull up her pants. She asked staff questions she should have known the answers to. The record also had long strings of labels: alert, calm, cooperative, oriented, polite. The court said: "A proposed patient’s words are relevant in predicting what actions the patient might take in the future as a result of mental illness." The patient's exact words are evidence.

Explained in: How to chart mental status so the note still makes sense years later

Julia Cavalier v. Memorial Hospital at Gulfport

Mississippi Supreme Court · 2018 #

Each nurse charted her own assessment and the specific measures in place: bed low, upper rails up, items within reach, patient told to use the call button. The nurses charted times too, including when the patient was in her chair and when she was asleep in bed. The court affirmed for the hospital on causation. A footnote points out where the same chart was weak: the patient had been directed to use no-slip socks, "but there is no indication in the record that any were provided or used by Scruggs."

Explained in: Bed alarm on, call light in reach, and other lines you did not check

Michael Miller v. Lone Star HMA, L.P., and Mesquite HMA General, LLC

Texas Court of Appeals, Fifth District, Dallas · 2018 #

Miller alleged that insufficient nursing documentation of surgical-wound drainage contributed to his premature discharge. But no evidence established what the missing drainage information would have shown. The court upheld the exclusion of the causation expert’s testimony as unsupported and speculative. With no other causation evidence left, it affirmed summary judgment for the hospital entities. The missing piece was evidence connecting the alleged charting omissions to the injury. The ruling did not mean the undocumented observations were normal.

Explained in: What WNL leaves out

Parson v. Miller

Supreme Court of Virginia · 2018 #

A will contest. A hospice nurse care manager had visited the patient at home nine times. She testified to a jury about his cognition over his last weeks, and about how he got along with his niece, who was his primary caregiver. She said he seemed "able to make pretty clear decisions, according to my assessment." Family conflict over the property ran through the whole trial. What a nurse saw on routine home visits ended up in front of a jury, for a purpose nobody had in mind at the time. That's who your neutral wording is for.

Explained in: When a patient asks you to keep it out of the chart

Henderson v. State

Court of Criminal Appeals of Alabama · 2017 #

During a routine intake assessment, a jail nurse asked a new inmate about drug use. He said he used only marijuana and alcohol, and nothing in the last two days. His urine came back positive for methamphetamine. The nurse testified about both, the answer and the result, in a capital murder trial. The intake question took her thirty seconds, and it became evidence.

Explained in: When to use the patient's exact words

Miller v. Toledo Hosp.

Ohio Court of Appeals · 2017 #

The only witness to the fall was a nurse who later died. Her note said the patient was asked if he needed help. It didn't say she helped him. The plaintiff's nursing expert used that silence as evidence: "Alvin stated her belief that had the nurse assisted McIlvain, she would have written that in the chart." The hospital won on causation. Still, the wording of the note is what put the question in play.

Explained in: Bed alarm on, call light in reach, and other lines you did not check

Pace v. Steele

Court of Appeals of Arkansas · 2017 #

Another will case. The rehab and nursing home records used summary phrases: mild difficulty with decision making, still having some confusion, and a physician note of "waxing and waning capacity and is able to make decisions some of the time." The friends who witnessed the signing described specifics. He sat up in bed. He recognized them, asked about their daughter, and listened while the will was read aloud. The trial court admitted the will to probate and the appeals court affirmed.

Explained in: How to chart mental status so the note still makes sense years later

Pitts v. Louisiana Medical Mutual Insurance Co.

Supreme Court of Louisiana · 2017 #

A seven-month-old died after an ER visit and admission. The nursing notes recorded vital signs, intake and output, respirations and changes in condition, each at a specific time. They also charted, as an event, that the patient had seizure activity and stopped breathing. In a late entry, a nurse wrote that she had asked the physician several times about transferring the patient. The jury found for the physician. The trial judge overturned that verdict, and his written reasons leaned on the charted facts: "The medical records powerfully support that the child was very ill upon presentation". The Supreme Court did not let his override of the verdict stand, but it upheld his grant of a new trial. The court of appeal had reversed both. For a nurse, the point is how the case was argued. Everyone worked from the timed, observed entries.

Explained in: Checking monitor vitals before they go into the chart · Charting a seizure you're not sure is real

Sevan (Bjorklund) Cappuccilli v. David A. Carcieri, M.D., d/b/a Medical Office of David A. Carcieri, M.D.

Supreme Court of Rhode Island · 2017 #

The patient used several medical records to support her account of an ovarian-vein injury during surgery. A physician challenged the accuracy of some records and testified that some entries had been copied and pasted. The court affirmed the judgment for the defendants. The criticism of copied entries came from a witness. It was not a blanket court finding that copied notes are false. The documentation question was whether the repeated statements accurately described what happened, not how many places they appeared.

Explained in: Copied notes and why they stop meaning anything

State v. Elkins

Ohio Court of Appeals · 2017 #

No nursing note was at issue here. This one shows something else. A patient said something from an ED bed while being treated for gunshot wounds, and it became evidence in a criminal trial. The trial court ruled that "Counsel for the Defendant is free to argue at trial that Defendant’s statements were not reliable given his condition." Once that argument is on the table, the patient's mental state at that hour matters to everyone in the courtroom.

Explained in: How to chart mental status so the note still makes sense years later

Pinecrest SNF, LLC D/B/A Pinecrest Nursing & Rehabilitation Center v. Tasco Bailey, Nathan Bailey, Carlie Bailey, Roy Bailey, Bill Bailey, James Bailey, Earl Bailey, Mary Dunlap and Licille Martin, as Heirs of Archie Bailey

Texas Court of Appeals, 12th District (Tyler) · 2016 #

This ruling came early in the suit. The only question was whether the family's expert report was good enough to let the case go forward. The court said it was. The expert built his timeline of a worsening pressure ulcer from the nursing record, gaps included. One of them: "On 9-12-13, the nursing staff failed to stage the wound." In a timeline like that, an incomplete assessment shows up as a missing step.

Explained in: The Assessment You Could Not Finish

Glasscock v. Board of Supervisors

Louisiana Court of Appeal · 2015 #

A telemetry patient went to CT and came back. A few hours later he was found unresponsive, and the case turned on whether his leads were connected. The nurse testified that "she does not have a specific recollection of reconnecting Mr. Glasscock to the telemetry box/leads". The nurses' notes had his return at 8:40 p.m. and her pain checks at 7:10, 10:20 and midnight. The jury found no breach of the standard of care. The appeals court affirmed. The excerpt doesn't say why the jury decided the way it did. What it does show: once nobody remembers, the chart is what's left.

Explained in: When Your Flowsheet and Your Note Tell Different Stories

Wierzbicki ex rel. Estate of Jones v. United States

District Court, D. South Dakota · 2014 #

An 87 year old patient on fall precautions fell in the hospital and died of a head injury. Her family claimed the call button was within her reach, that she probably pressed it and waited, and that nobody answered in time. In its findings of fact, the court walked through the nursing notes shift by shift. Who taught her to use the call light. Who reoriented her at night. Who found her sitting at the bedside and reinforced calling for help. Those entries became the court's account of her care. The court also found the unit's bed alarms had been dead for a long time: "the bed alarms were not working in October of 2009 and had not been working since at least 2008." Equipment status mattered. So say in your note whether the alarm was on and working.

Explained in: Bed alarm on, call light in reach, and other lines you did not check · Your Note and the Call Light Log Should Tell the Same Story

Waldoch v. Medtronic, Inc.

District Court, D. Minnesota · 2013 #

A disability-benefits dispute that leaned hard on years of medical notes, one of them from an endocrinology nurse. The notes keep what the patient reported apart from what a clinician confirmed. The nurse writes that the patient describes stressful workdays and higher insulin needs. A physician's note records the patient's account of losing his job, then adds that his blood sugar levels "have not been checked in a manner to determine that." That's a good verification-status line. It doesn't call the patient's account false. It doesn't adopt it either. It just says what has and hasn't been checked.

Explained in: When the patient tells you about a history the chart doesn't have

West Fraser, Inc. v. Caldwell

Court of Civil Appeals of Alabama · 2012 #

The appellate court reversed an order finding the injury compensable, and the opinion discusses conflicting accounts and medical-record language

The medical records from Auburn Urgent Care, dated December 17, 2009, state that the employee complained chiefly of back pain radiating down his right leg “x 1 week” and that his pain was “aggravated by movement no inj.”

Explained in: Before You Sign an AI Drafted Nursing Note

Mississippi Baptist Health Systems, Inc. v. Kelly

. Court of Appeals of Mississippi · 2011 #

On the admission form, neither latex box was checked. There was a dash beside No. On the same form the patient had circled chestnut as an allergy, a high-risk marker under the hospital's own latex policy. The nurse testified that "neither box was checked because Ellen did not tell her she had a latex allergy". She also said she had no independent memory of the assessment, done about nine years earlier. A 1997 admission form in the old chart showed a yes to latex. The pre-op nurse said she didn't look at the week-old form. The jury found the hospital's nurses negligent for not notifying the doctors and not following the latex procedure. The appeals court affirmed.

Explained in: Denies, never asked, and could not ask in the admission history

Simmons v. Christus Schumpert Medical Center

Louisiana Court of Appeal · 2011 #

An ICU patient went downhill over an afternoon after a colectomy. The opinion notes: "The medical records also reveal that the decedent’s respiratory rate increased to 47 breaths per minute at approximately 3:00 p.m." The court also pointed out that the nurses' notes didn't show how long that rate lasted. A surgeon testified he read the ICU flowsheet and the vitals looked fine all day. The jury was shown how the ICU monitors were supposed to be used. It found the hospital breached the standard of care, and the appeals court affirmed. One flowsheet number with no context, and different people read it in very different ways.

Explained in: The Assessment You Could Not Finish · Checking monitor vitals before they go into the chart

George v. Sonoma County Sheriff's Department

District Court, N.D. California · 2010 #

This patient wasn't intubated. He was a young man with sickle cell disease and an altered level of consciousness, described as non-verbal and unresponsive to questions. Same mechanics, though. According to the opinion's summary of the record, nursing notes recorded that he was not in pain and was non-verbal. The opinion cites a physician's progress note showing that "Ryan would have to verbalize his need for pain medication before it would be administered." His mother testified she was told he wasn't on pain medication because he hadn't asked for it. The order granted the hospital defendants' motion in part and denied it in part. The text we have stops before it gets to the charting, so this article draws no conclusion about how the court treated these notes. The record itself is enough. He couldn't speak. The chart said not in pain, and his not asking was given as the reason he got no medication. Later all of that was read and argued over in federal court.

Explained in: What the intubated patient told you without words

Pendley v. Southern Regional Health System, Inc.

Court of Appeals of Georgia · 2010 #

A low blood pressure reading was recorded before transfer. The court wrote: “The nurse’s notes do not indicate whether this blood pressure reading was orally communicated to any physician.” It affirmed judgment for the hospital. What matters for us is that the record said nothing about a conversation. An uncharted consent conversation leaves the same kind of silence.

Explained in: When the Patient Doesn't Want the Room Listened To

Estate of Guillotte ex rel. Jordan v. Delta Health Group, Inc.

Mississippi Supreme Court · 2009 #

The opinion describes expert testimony about staff reviewing a resident’s weight loss and starting measures, but not adequately following through as the resident’s nutritional condition kept deteriorating. It also discusses expert testimony about gaps in documentation across several areas of care. The court found summary judgment improper for claims based on individual staff negligence, but proper for the corporate-negligence claims. That was not a final determination of liability. The point for your charting: starting an intervention is not the same as checking whether it is working. Show the follow-through.

Explained in: Your note should not stop at the intervention

Benefield v. Sibley

Louisiana Court of Appeal, Second Circuit · 2008 #

The opinion describes conflicting accounts of attempts to reach a physician about a patient’s breathing difficulty. The nurse testified that she first relied on a call the previous nurse had reportedly made. That call was not in the earlier nursing notes. Other claimed contact attempts were undocumented too. The appellate court affirmed the verdict finding that the nurse breached the standard of care and caused a lost chance of survival. The lesson is not that every missing entry proves care was missed. A reported earlier call, a request for someone to call, and a completed conversation are different events. Keep them separate in your note.

Explained in: Chart the teamwork without charting the blame

Constancio v. Bray

Texas Court of Appeals, 3rd District (Austin) · 2008 #

The expert report, quoted in the opinion, flags a gap around three IV meds given at the same time: "There are no vital signs written at this time or pulse oximetry." The appeal was mostly about whether the expert report was adequate. But the missing vitals are what the expert built his criticism on.

Explained in: Checking monitor vitals before they go into the chart

Harris v. Casino Magic

Louisiana Court of Appeal · 2004 #

The court reversed and remanded after the claim had been rejected, and the opinion treated gaps in early medical documentation as important context

the five-month period of time that elapsed between the date of the accident and the first medical record of complaints regarding the injury.

Explained in: Before You Sign an AI Drafted Nursing Note

In Re: The Estate of Ollie McCord Joann Heinrich v. Helen Brooks

Court of Appeals of Tennessee · 2004 #

A will contest over a nursing home resident with dementia. She signed the will in 1991. The trial was in 2002, over ten years later. The family member challenging the will brought in an expert who had read four years of nurses' notes. He told the court the notes consistently described her as confused. The facility physician had signed a statement saying she couldn't vouch for competence because the notes documented the patient as confused. Then an RN who had cared for the resident every day had to take the stand and explain what the word meant: "Confused could just mean in one sphere." She testified that the resident knew who she was, knew her family and the staff, and knew where her room was. She also explained why there were no notes at all for the month the will was signed. On that unit, staff charted only when there was a problem. The will was upheld. But the court got there through testimony. The notes alone couldn't settle it.

Explained in: How to chart mental status so the note still makes sense years later

Snelson v. Kamm

Illinois Supreme Court · 2003 #

A post-procedure patient had abdominal pain. It turned out to be bowel ischemia. The surgeon testified that he thought the catheter he ordered at his 6 p.m. exam was the patient's first. The opinion notes: "However, the nurses’ flow sheet, which Kamm had available to him at the 6 p.m. examination, indicated that a catheter had been inserted at 3 p.m." The same record shows a midnight shift assessment with the pain section left unmarked, and Demerol given at 12:45 a.m. The nurse who gave it testified that if the pain had been severe, she would have charted that. None of the nurses who testified remembered the events. The jury returned a $7 million verdict against the surgeon and the hospital. The trial court then granted the hospital judgment notwithstanding the verdict on proximate cause, and the Illinois Appellate Court affirmed before the case reached the Supreme Court. Here's what matters for you. The flowsheet entry, the blank pain field and the MAR line were all read side by side. The people who made them had no memory to add.

Explained in: When Your Flowsheet and Your Note Tell Different Stories

Borngesser v. Jersey Shore Med. Ctr.

. New Jersey Superior Court Appellate Division · 2001 #

A disability-accommodation case. No malpractice claim. The patient and her husband were both deaf. The nurses charted the communication barrier openly, including a flowsheet entry that "admission [information] is incomplete [due to] to the lack of communicating". At trial, people argued over whether the teenage daughter had been there interpreting at key moments. The appellate court affirmed in part, reversed in part, and sent it back for a new trial. What matters for charting: the court read the nurses' notes on who could answer and what stayed incomplete.

Explained in: Denies, never asked, and could not ask in the admission history

Staceyville Community Nursing Home v. Department of Inspections & Appeals

Supreme Court of Iowa · 1995 #

State inspectors went through the records of five residents and found gaps in vital signs and assessments. One resident kept saying he felt unwell. For him, the record showed that "no assessment was documented and no vital signs were recorded from May 27, 1991, through June 1, 1991, two days before his death." The facility's defense was that these residents were terminal. The court rejected it and affirmed the violation and the fine. How sick a patient is doesn't explain a blank in the chart.

Explained in: The Assessment You Could Not Finish

Lama Romero v. Asociacion

U.S. Court of Appeals for the First Circuit · 1994 #

After spinal surgery, nursing notes documented bloody or soiled dressings and incision-site pain. The opinion explained that the hospital’s exception-charting approach gave a less complete picture of the patient’s changing condition: nurses recorded qualitative observations only when changes were important. They still recorded routine quantitative data, including temperature. The First Circuit affirmed the malpractice verdict against the physician and hospital. It agreed with the trial court’s reasoning that the way the records were kept could support a finding of careless postoperative monitoring. That decision was about this hospital’s records and care. It did not reject every CBE system.

Explained in: What WNL leaves out

Smith v. LOUISIANA HEALTH & HUMAN RES.

Louisiana Court of Appeal · 1994 #

A cardiac patient, confused from low oxygen. More than once he took off his clothes and wandered the halls. He urinated on the floor thinking he was in the bathroom. He told his wife about a visit from a former governor that never happened. Separately, the opinion notes: "The nursing notes indicate that Mr. Smith was observed to be confused on a number of other occasions as well." Later he left the ward at night, drove off in an ambulance and was killed. The hospital was found negligent for not keeping him restrained or under continuous observation, and the appeals court affirmed. With those specific episodes on record, nobody could easily claim the risk wasn't foreseeable.

Explained in: How to chart mental status so the note still makes sense years later · Documenting Restraints From the Order to the Release

Sweet v. Sisters of Providence in Washington

Alaska Supreme Court · 1994 #

This one is about records that went missing. That's a different problem from records that disagree. It's still useful, because the court lays out what each form is for: narrative notes, medication sheet, graphic record and flow sheet. On the medication sheet it says: "The sheet would provide evidence as to whether and when a doctor’s orders were actually carried out." Each form answers its own question. So a wrong MAR gives the wrong answer to that question, whatever the narrative says. The court reversed and remanded for a new trial. It held that the trial court should have applied a rebuttable presumption of negligence and causation because the nursing records were missing.

Explained in: When Your Flowsheet and Your Note Tell Different Stories

Rohde v. Lawrence General Hospital

Massachusetts Appeals Court · 1993 #

The ED physician didn't stop at acute psychotic episode. He charted that the patient wasn't oriented to day, month or year, had assaulted a worker, and had behaved bizarrely: "he cut up money and credit cards." Later the patient got out of loosely fastened restraints, drove off in a car from the hospital parking lot, and crashed. The court found that the documented picture made the hospital's duty to restrain and watch him clear enough that no expert was needed against the hospital. It also held that being the primary nurse and writing the nursing entries was not, by itself, enough to make the nurse personally answerable.

Explained in: How to chart mental status so the note still makes sense years later

Valencia v. United States

. District Court, D. Arizona · 1993 #

The physician's report said the patient claimed no cough. The court pointed out that another record from the same visit disagreed: "The x-ray report shows decedent had a cough; the LSU report is contra." It still found the death was not caused by malpractice. But the opinion lists that mismatch, a denial against another part of the chart, as a factual finding.

Explained in: Denies, never asked, and could not ask in the admission history

Pophal v. Siverhus

Court of Appeals of Wisconsin · 1992 #

The trial court kept out diagnoses and opinions that treating physicians had written in the medical record and then didn't testify about. The appeals court approved. It applied a rule that such a record entry "may be excluded in the trial judge's discretion if the entry requires explanation". Those opinions came from physicians, not nurses. The general point still holds for any chart: a written conclusion may need its author to explain it, and a plain observation doesn't.

Explained in: Charting a seizure you're not sure is real

Yorston v. Pennell

. Supreme Court of Pennsylvania · 1959 #

What we have is the dissent. It says there was evidence the intern was told about the patient's penicillin allergy and "failed to note such fact on the history of the patient" before surgery. The patient later got penicillin. According to the dissent, the majority upheld liability against the supervising surgeon. The dissenting justice disagreed about who should carry it.

Explained in: Denies, never asked, and could not ask in the admission history

Everyday charting

Bean v. St. Francis Hospital

Supreme Court of Oklahoma · 2026 #

Contrast infiltrated from a hand IV during a CT. Among other criticisms, the patient's nursing expert said the CT techs breached the standard of care by "failing to document that they aspirated for blood return before injecting the contrast". The court decided the case on other grounds: the nurse expert wasn't qualified to testify about the physicians, and causation wasn't established. It never ruled on the documentation point. Still, that's the kind of question a reviewer asks: did you check blood return, and does the chart say so?

Explained in: IV infiltration and extravasation: what to chart

Pearson v. Medstar Washington Hospital Center

District of Columbia Court of Appeals · 2026 #

This one went the other way. The hospital won summary judgment. The family first alleged inadequate turning but dropped that claim on appeal, so the court never ruled on turning. What the court did rely on was the patient's serious illnesses, which were "extensively documented in his medical records," and the defense expert used those records to explain why the ulcer developed. Good documentation also records what was out of the nurse's hands.

Explained in: The turns you charted every two hours

Canton Harbor Healthcare v. Robinson

Court of Appeals of Maryland (now the Supreme Court of Maryland) · 2025 #

The state's highest court affirmed the 2024 ruling in a plurality opinion. A registered nurse may attest that a breach of nursing standards caused a pressure ulcer that had already been diagnosed. The court noted that during his stay, "Mr. Robinson developed pressure ulcers, also known as decubitus ulcers or, in more common parlance, bedsores."

Explained in: Describing a Wound So the Next Nurse Can Actually See It · The turns you charted every two hours

Cota v. Adirondack Medical Center

New York Appellate Division, Third Department · 2025 #

This case shows the other side: a negative finding that was charted. After a patient fell, the hospital's expert relied in part on "the absence of bruising or point tenderness upon examination of her back the next day." The court still found open factual questions, so the note didn't settle the case. But the negative finding was in the record where both sides could argue about it. That only happens when someone writes it down.

Explained in: The Skin Check at the Start of Your Shift

Estate of Shirley Jokinen v. Beaumont Hospital Troy

Michigan Court of Appeals · 2025 #

The appeal itself was about COVID-era immunity. The court reversed the dismissal and sent the case back. But the opinion tells the facts through nursing entries. The admission exam found bruises "but no indication of pressure-related injuries such as bedsores". A skin tear on the buttocks was first noted two days later. The admission skin check set the starting point.

Explained in: Describing a Wound So the Next Nurse Can Actually See It

Jackson v. Mayfield Ky Opco, LLC

Kentucky Supreme Court · 2025 #

A nursing home resident on the COVID unit could not be roused at 8:51 a.m. According to the court, staff took no further action until her vitals were taken at 1:45 p.m. She was sent to the hospital and died there at 3:40 p.m. After that, the nursing home's records showed night-shift care from 6 p.m. on: bed mobility, dressing, repositioning, a refused snack. In the court's words, "her medical records from Mayfield charted that evening mysteriously" reflected that care. A footnote adds that the facility said normal vitals were taken at 9:51 a.m., and nothing in the records before the court supported that. The court reversed the summary judgment the nursing home had won under the state's COVID immunity law and sent the case back to the trial court. The lesson for your charting is short. Nobody can rely on an assessment that isn't in the chart. And anything charted after death makes the whole record look doubtful.

Explained in: Charting an Unexpected Death So the Timeline Holds

Moton v. Emory Healthcare, Inc.

Court of Appeals of Georgia · 2025 #

The patient had four IV lines, one of them in the hand and one in the neck. She got two doses of phenytoin while sedated. Later her hand became necrotic and was amputated. The opinion states: "Medical staff did not document through which IV the medication was administered". Four years later, one nurse testified she used the jugular line. But Emory's own representative had said earlier that neither nurse independently remembered which line she used. The trial court granted summary judgment for the hospital. The appeals court reversed, pointing to the conflict between those two accounts. So the case goes forward. That's not a finding that the nurses did anything wrong. What it does show: one line in the chart naming the IV would have answered a question memory couldn't.

Explained in: IV infiltration and extravasation: what to chart

Patricia Copley and Ravali Tarigopula v. Kristin Guidry

Texas Court of Appeals, 9th District (Beaumont) · 2025 #

The expert report in this hospital case described the expected prevention program as "a regular turning and repositioning schedule with documentation of each and every turn." It also said the patient still needed turning even on an air mattress. The trial court overruled the defendants' objections to the report and gave the plaintiff a 30-day extension. The defendants appealed. What matters at the bedside is the standard the reviewer applied. Every turn, documented.

Explained in: The turns you charted every two hours

Armour v. Bader

Supreme Court of Rhode Island · 2024 #

The patient had a stress test in November 2016 and died the next day. Eight years later, the state supreme court was still reviewing the case. Experts on both sides worked from the record, including the nursing notes from that one morning: how long she stayed on the treadmill, the nitroglycerin doses, what she reported afterward. A few lines written on an ordinary shift, read closely years later.

Explained in: Charting an Unexpected Death So the Timeline Holds

Cleveland Medical Clinic, PLLC v. Easley

Court of Appeals of Mississippi · 2024 #

A patient with a GI bleed got a unit of blood. The opinion rebuilds his afternoon from the chart, minute by minute: when the phone orders came in, when the blood started, when he complained of pain, and his falling blood pressures at 3:15 and 3:45. It states plainly that "The blood transfusion was started at 2:15 p.m." Every later event in the opinion is placed against that time. The court reversed the jury verdict against the physician group because the plaintiff's expert testimony wasn't enough to support it. The hospital had already gotten a directed verdict at trial. For you, the takeaway is simple. The charted times were the backbone of the whole case.

Explained in: Charting a blood transfusion: times, vitals, and the reaction you hope never happens

Estate of Crnjak v. Lake Hospital System, Inc.

Ohio Court of Appeals, Eighth District · 2024 #

A patient was discharged from the ER with a UTI diagnosis. About nine hours later, blood cultures showed a blood infection. The court wrote: "No one contacted Rose to inform her that she had a blood infection or otherwise instruct her." She died at home four days later. This case has a timing lesson too. The PA charted a 2 a.m. phone call with the primary care doctor about twelve hours after it happened. At trial, that doctor disagreed with what the note said. A jury found against the hospital. The appeals court affirmed.

Explained in: A critical lab value: write down who you told and when

In the Matter of the Correction Orders Issued to the Wealshire of Bloomington

Court of Appeals of Minnesota · 2024 #

The resident kept falling when she got out of bed. One of those falls broke her leg. Her care cards still listed the same interventions as before, turning and repositioning every two hours among them. The investigator noted: "Neither of the care cards provided to the investigator reflected any changes to A.A.’s plans." The commissioner found the facility violated her right to appropriate care, and the Court of Appeals affirmed. If the resident changes and the plan doesn't, the plan becomes evidence against the facility.

Explained in: When the Care Plan Says Every Two Hours and the Floor Can't Keep Up

Robinson v. Canton Harbor Healthcare Ctr.

Court of Special Appeals of Maryland (now the Appellate Court of Maryland) · 2024 #

The appeal turned on one question. Can a registered nurse attest to what caused a pressure ulcer? Yes, said the court, if the nurse has enough training and experience. That ruling rests on a close reading of the facility's own chart. The nurse expert's report walked through the admission assessment, which said "Mr. Robinson did not have a pressure ulcer on admission". It went through the Braden score of 11 and the weekly skin notes. It also covered a sacral area where "this area was classified as Incontinence Associated Dermatitis (IAD)" before it was later tracked as a pressure ulcer. The report said that "The same sacral ulcer was initially observed as a stage 2 ulcer and had declined to a stage 3 ulcer." Every one of those entries went into rebuilding the timeline.

Explained in: Describing a Wound So the Next Nurse Can Actually See It

Mobile Infirmary Association v. Fagerstrom

Supreme Court of Alabama · 2023 #

The patient's sacral injury began as a small tear and "later progressed to a Stage 3 pressure ulcer." The court reversed the jury verdict. The expert said she died of sepsis, and he based that on the usual course of such infections. The vital signs charted several times a day before her death didn't point to sepsis. What was actually charted outweighed what was assumed.

Explained in: Describing a Wound So the Next Nurse Can Actually See It

Thompson v. Secretary of Health and Human Services

United States Court of Federal Claims · 2023 #

The opinion says plainly when a measurement was estimated and never actually taken: "Paramedics did not take J.T.’s temperature but noted that it was normal to the touch." Later an ER record shows the parent said the child had stopped a prescribed anticonvulsant. A study nurse runs into both: a vital sign someone estimated, and a dose the patient didn't take. Both got read closely, years later.

Explained in: Charting for a patient on a clinical trial

Uriegas v. Kenmar Residential HCS Services, Inc.

Supreme Court of Texas · 2023 #

The resident was nonverbal. He fell in the shower, and that evening staff described him as wobbly. The next day he fell again. The day after that, a hip and femur fracture were found. Describing the alleged facts, the court wrote: “Uriegas received no medical evaluation or treatment after his second, unmonitored fall until the next day.” The court held that the expert reports were adequate and let the case go forward.

Explained in: What to Chart After a Patient Falls (and What to Leave Out)

Almonte v. Shaukat

Appellate Division of the Supreme Court of New York, First Department · 2022 #

A patient came to the emergency department with a painful breast lump and was sent home. The medical record said she was told to follow up for an ultrasound and mammogram. The discharge form she signed mentioned a breast cyst and gave a breast clinic location. The treatment plan wasn't on it. She said nobody gave her follow-up instructions. She was later diagnosed with advanced breast cancer. The triage nurse testified about what a signature on that form usually means: > "Varas testified that a patient's signature on the discharge instructions usually verifies that the nurse saw the patient again and that the patient understood what had been explained." Look at the word usually. Neither the nurse nor the physician assistant remembered this patient. The patient said she never saw the nurse again after triage. The trial court had dismissed the case, and the appellate court reversed. It found real factual disputes, including what she was told at discharge, and sent the case back. Nobody was found at fault. The court said those questions belong at trial and can't be dismissed on paper. What that means for your charting is simple. The signed form didn't match the plan. Nobody remembered the patient. And the chart had nothing showing what she was told or what she understood.

Explained in: Documenting discharge teaching so the chart shows the patient understood

Cottingham v. Secretary of Health and Human Services

United States Court of Federal Claims · 2022 #

The decision goes visit by visit and notes what each record leaves out: "This record, however, does not indicate that Ms. Cottingham was experiencing near black-outs or low-grade fevers." The special master denied the fee request for lack of reasonable basis. Our lesson is narrower. A symptom the patient mentions that never makes it into your note doesn't exist for whoever reads the chart later.

Explained in: Charting for a patient on a clinical trial

State v. Kennedy

Ohio Court of Appeals, Eleventh District · 2022 #

A resident with severe dementia couldn't say what had happened to her. After a reported incident, the assistant director of nursing, a wound care nurse, did a skin assessment within about two hours. The opinion records: "Hosler did not observe any injury to the patient." Staff kept checking that day and the next, and "no surface signs of injury developed." The appeal turned on a separate evidence issue, not on the skin check. The case still shows how much depends on timed skin observations when the patient can't speak.

Explained in: The Skin Check at the Start of Your Shift

T.L. v. City Ambulance of Eureka, Inc.

California Court of Appeal · 2022 #

A minor on a mental health hold was charted as calm and cooperative. She rode without restraints and stepped out of the moving ambulance. The attending psychiatrist testified that she had never written a restraint order. She had left transport positioning to nursing and ambulance staff. The court reversed summary judgment for the ambulance company. The decision not to restrain, and the reasons for it, got the same scrutiny a decision to restrain would.

Explained in: Documenting Restraints From the Order to the Release

Varkey v. Melhem

Texas Court of Appeals, 14th District (Houston) · 2022 #

A patient was helped to the bathroom around 5:20 a.m. About 40 minutes later he was found on the floor in cardiac arrest. The plaintiffs' physician expert built his timeline on this: “that was the last contact documented with Mr. Varkey from the nursing staff.” The appeals court affirmed dismissal because the expert reports were deficient. So this isn't a finding against the nurses. It still shows how people read a chart afterward. Your last documented contact becomes their clock.

Explained in: What to Chart After a Patient Falls (and What to Leave Out)

Woodland Nursing Operations, LLC v. Vaughn

Texas Court of Appeals, Second District (Fort Worth) · 2022 #

A post-stroke resident was later found to have a new head bleed. The plaintiff's expert criticized the facility's records for several gaps, including a missing baseline evaluation. He wrote that he could reach his conclusion "because the nursing notes trail off and are poor, in breach of the standard of care." The court let the claim go forward. When there's no baseline, an outside expert fills the gap with his own reading.

Explained in: The Skin Check at the Start of Your Shift · When the family finds a bruise you did not chart

Chybicki v. Coffee Regional Medical Center

Court of Appeals of Georgia · 2021 #

A PACU deterioration that ended in a code. The vitals flowsheet had entries every five minutes (4:39, 4:44, 4:49), and the court used them to reconstruct what happened. The intubation attempts were another matter. The opinion notes they were "documented as anywhere between four and eight times", and the physician disputed that count. Summary judgment for the hospital and the nurse was affirmed. Time-stamped entries held up. The loose count got argued over.

Explained in: Charting the rapid response

Clawson v. Board of Registered Nursing

California Court of Appeal · 2021 #

This was a residential care facility, not a skilled nursing home. Still, the lesson applies to anyone who writes an assessment. The RN's own forms listed "poor nutrition and fluid intake with hospitalization for dehydration," weight loss, and cachexia, and he still certified that the resident did not need skilled nursing care. The Board revoked his license, and the court affirmed. He wrote the problems down and then failed to act on them.

Explained in: The meal percentage and fluid intake nobody adds up

Estate of Fleenor v. Ottawa County

Ohio Court of Appeals · 2021 #

A shower chair tipped over with the resident in it. The record described the follow-up in detail: “The nursing staff performed regular neurological checks over the next 13 hours and completed 72-hour post-fall check sheets.” The resident died several days later. The appeals court reversed summary judgment for the nursing home and sent the case back. The lesson: after a fall, readers go through your charting entry by entry. All the way to the last note.

Explained in: What to Chart After a Patient Falls (and What to Leave Out) · Charting the rapid response

Fazzari v. New Hanover Regional Medical Center

Court of Appeals of North Carolina · 2021 #

A platelet count of 24 was flagged to a physician by secure electronic message. The court noted: "it is unclear whether there was any response to this secure electronic message." The plaintiffs alleged that the messaging system had the wrong on-call information on file. The appeals court affirmed dismissal on a different point: the plaintiffs' expert witness didn't meet North Carolina's rule for who may testify on the standard of care. The court never ruled on the messaging itself. Still, the facts show what a chart looks like when all it records is that a message went out.

Explained in: A critical lab value: write down who you told and when

Magnolia Place Health Care, L.L.C. v. Jackson

Texas Court of Appeals, 9th District (Beaumont) · 2021 #

Among the family's claims was a failure to assess, document and report a change in the resident's condition. The receiving hospital recorded "an unstageable decubitus ulcer measuring 7x8 cm on his backside." The appeals court affirmed the trial court's refusal to dismiss the case and found the plaintiffs' expert reports sufficient. That first hospital note had a measurement. It became a fixed point in the story.

Explained in: Describing a Wound So the Next Nurse Can Actually See It · The turns you charted every two hours

Mummady v. Cabrera

Texas Court of Appeals, 4th District (San Antonio) · 2021 #

This patient bled after surgery. The expert report noted that nursing had notified the surgeon about a critical hemoglobin and blood coming from the patient's mouth. So that call was on the record. The report also said: "Intake and output records reflect no blood loss documentation." The court affirmed the denial of the physician's motion to dismiss. The notification note held up. The missing I&O entries were still a gap.

Explained in: Charting a blood transfusion: times, vitals, and the reaction you hope never happens

Adventist Healthcare v. Mattingly

Court of Special Appeals of Maryland · 2020 #

The opinion describes a postoperative patient whose abdominal symptoms worsened, followed later by abnormal vital signs. His surgeon gave orders at first, then said he was coming. He had not arrived when the patient became unconscious. The claim against the hospital included an allegation that the nurse failed to escalate under hospital policy. A jury returned a verdict against the hospital and surgeon. The appellate court affirmed. It explained that the expert testimony, taken together with the other evidence, was enough to establish causation and let the claim go to the jury. The point here is the difference between contacting a provider and getting a response to a patient’s ongoing deterioration. It is not about a particular charting phrase.

Explained in: Charting the rapid response · What to chart when the provider does not call back

Columbia Valley Healthcare System, L.P. v. Guerrero

Texas Court of Appeals, 13th District · 2020 #

A patient on an anticoagulant developed a severe bleed and ended up in the ICU getting repeated transfusions. The plaintiff's expert said the nurses didn't report her falling blood pressure to the physician, and pointed straight at the chart: "The available medical records do not contain such communication." The court affirmed the denial of the hospital's motion to dismiss. This was an early ruling on whether the expert report was adequate. The court didn't rule on the merits. Still, you can see how a notification that isn't charted gets read.

Explained in: Charting a blood transfusion: times, vitals, and the reaction you hope never happens

Schultz v. Secretary of Health and Human Services

United States Court of Federal Claims · 2020 #

This one shows how a wrong interval spreads. The decision points out that later records were "consistently, if erroneously, suggesting that her December 1st stroke onset had occurred one week after receipt of the flu vaccine". The real gap was five to six weeks. Once a wrong interval gets carried forward, every note after it repeats it.

Explained in: Charting for a patient on a clinical trial

Reginald Lewis v. Cornerstone Hospital of Bossier City, LLC

Louisiana Court of Appeal · 2019 #

Trach and PEG. According to the opinion, he pulled out his trach at least three times, and the nurses put it back without notifying the physician. One day the nurses charted dark output in his genitourinary bag, "but did not chart that they notified the doctor of this, either." He pulled out his PEG at 3 a.m. The physician got the call at 8 a.m. The plaintiff's nursing expert went after, among other things, the failure to notify and to document. The jury found no breach of the standard of care, and the appeals court affirmed. Still, much of the trial turned on what the chart did and didn't say about each tube and each call.

Explained in: Lines, drains and tubes: what to chart every shift

Abshire v. Christus Health Southeast Texas

Texas Supreme Court · 2018 #

This one isn't about bruising. It's about a missed history of brittle bone disease. The point still applies. The expert report quoted in the opinion says: "Failure of the nursing staff to document a complete and accurate assessment resulted in a delay in proper medical care." The Supreme Court held that the report was enough for the claim against the hospital to proceed.

Explained in: The Skin Check at the Start of Your Shift

In Re: Return of Personal Property, Appeal of: Commonwealth of Pennsylvania, by and through Township of Upper Darby

Commonwealth Court of Pennsylvania · 2018 #

In 2003, police took a man to the hospital during a mental health crisis. They also took 13 items from his bedroom and listed every one, some with serial numbers. The opinion states: "The Township Police provided Mr. Ryan with a property receipt for the above items." He asked for the items back 13 years later. They'd been destroyed. The appeals court reversed the order to return them and dismissed his petition: he'd filed after the six-year limit. For you, the legal result isn't the point. The point is that after 13 years, everyone was still working from that itemized receipt.

Explained in: Documenting Patient Belongings So a Missing Ring Doesn't Land on You

Kristine Christensen v. Good Shepherd, Inc.

Court of Appeals of Iowa · 2018 #

The resident's weight went from 127 lb on admission to 118, then 114, then 108, then below 98, and finally 84. The court's summary of the trial evidence includes that "her supplement was not given to her on thirty-five occasions in November." The facility's own expert said its policy called for a restorative dining plan by February 2013, and she wasn't placed on one until summer 2014. She was hospitalized for dehydration, and the family had not been told of the problem, "although the nursing notes reveal these concerns were known to staff." The jury found the facility negligent and awarded compensatory and punitive damages, and the appeals court affirmed. The staff knew about the problem. What the record lacked was anything showing a response.

Explained in: The meal percentage and fluid intake nobody adds up · When the Care Plan Says Every Two Hours and the Floor Can't Keep Up

Oceans Behavioral Healthcare of Longview v. Butler

Texas Court of Appeals, 12th District (Tyler) · 2018 #

A man described as physically healthy on admission was found unresponsive about two weeks later and was "diagnosed with brain and kidney damage due to severe dehydration and pneumonia." One of the family's theories was failure to keep him hydrated. Like Sosa, this ruling only let the case proceed past the expert-report stage. It shows how quickly dehydration can develop in a short stay.

Explained in: Charting an Unexpected Death So the Timeline Holds · The meal percentage and fluid intake nobody adds up

Brenner v. Universal Health Services of Rancho Springs, Inc.

California Court of Appeal · 2017 #

A patient got a central line in his right internal jugular. The nursing notes right after the procedure recorded the site: "There was a dressing over the site of the central line insertion. No bleeding was indicated from the dressing." His wife described blood on the bedding and early swelling at the neck. Next morning a nurse noticed a lump, checked the insertion site, charted a hematoma and paged the physician. The appeals court upheld summary judgment for the hospital and the physician. The family remembered it differently. The nurses' version stood on those specific site-check entries.

Explained in: Lines, drains and tubes: what to chart every shift

Montilla v. St. Luke's-Roosevelt Hospital

Appellate Division, Supreme Court of New York · 2017 #

A nurse found the patient on the floor. A CT later that day showed an intraventricular hemorrhage. The hospital's expert read the chart and noted it had no documentation of bleeding or external injury from a fall. The court affirmed dismissal, partly because the plaintiff's expert opinion was too speculative: “the expert failed to adduce any evidence as to what, if any, portion of decedent’s head was actually struck.” A footnote adds one more thing. The nurse's handwritten BP that morning didn't match the printed record. Where the head hit, whether your numbers match across records: that's exactly what everyone reads later.

Explained in: What to Chart After a Patient Falls (and What to Leave Out)

Perez v. Hu

Indiana Court of Appeals · 2017 #

The mother didn't speak English, and the decision notes that an interpreter was present at her prenatal visits. The physician testified that he had discussed vaginal birth versus c-section with her and had charted it. That documentation was missing. The only related entry read: "Multiple options discussed with patient. Patient to consider." The court said that line alone didn't show the risk discussion took place, and it reversed the directed verdict on informed consent. Yes, it was a physician's note. A nursing note fails the same way: the interpreter was in the room, and the chart doesn't show what was said through them.

Explained in: When the Interpreter (or the Family) Did the Talking

Sajbel v. Secretary of Health and Human Services

United States Court of Federal Claims · 2017 #

The decision builds its timeline out of timed entries. It records the dose to the minute: "At 32 minutes of age, B.B.T. received the pediatric hepatitis B vaccination, Recombivax." Then it uses the nurses' timed skin assessments (4:21 am, 6:30 am, 6:41 pm) to show when the skin findings changed. The special master found for the petitioner. For you, the point is what the record let the reader do. It put a dose and a new finding on the same clock.

Explained in: Charting for a patient on a clinical trial

Scampone, R. v. Grane Healthcare Co.

Superior Court of Pennsylvania · 2017 #

A resident was readmitted to the hospital with dehydration, malnutrition, a UTI, and pressure sores. The estate's claim against the facility was based on its employees' "failure to deliver food, water, medicine, and proper medical care," and it tied that failure to chronic understaffing. A first jury found the facility liable. The case then went through earlier rounds in the Superior Court and the state Supreme Court. This 2017 opinion reversed and sent the case back for a new trial. The takeaway for charting is that a shortage of staff doesn't remove the duty to feed and hydrate residents. It turns into part of the claim.

Explained in: The meal percentage and fluid intake nobody adds up

Seels v. Tenet Health System Hahnemann, LLC

Superior Court of Pennsylvania · 2017 #

A patient who was a Jehovah's Witness signed refusal-of-blood forms before delivery and handwrote her refusal on one of them. After her cesarean, PACU staff recorded blood pressures every 5 to 15 minutes, each with a clock time. When her pressure fell, they documented notifying anesthesia. They also charted a note about their concern for internal bleeding. The opinion goes through those entries one by one. The court affirmed judgment for the hospital. The refusal paperwork and the timed vitals were central to how the court understood what happened.

Explained in: Charting a blood transfusion: times, vitals, and the reaction you hope never happens

Spears v. Louisiana Board of Practical Nurse Examiners

Louisiana Court of Appeal · 2017 #

The opinion lists the Board's findings about an LPN's earlier job. Among them: a capillary glucose of 178 and a BP of 183/82. Both values met the ordered parameters. Neither ordered dose was given. On the glucose, the finding reads: "According to physician orders, the patient should have received 2 units of insulin per sliding scale." That's a hold turned inside out. The parameter said give, and nothing was given or charted. Look at how a reviewer reads a missing dose the chart doesn't explain. To be precise, these were the Board's findings, which the court's opinion recites alongside other issues. The Board revoked the license. She asked for judicial review.

Explained in: Charting a held dose of insulin, heparin or any other medication

Yu v. Ohio State Univ. Med. Ctr.

Ohio Court of Claims · 2017 #

A Mandarin-speaking patient had a screening colonoscopy. His colon was perforated during it. The nurse's sworn statement covered one narrow thing: she saw him sign the consent at the end of the physician's conversation. The patient told it differently, about what happened after the phone interpreter hung up: "After the call, the nurse presented two forms to him in English that he signed but did not understand." The court used his version only for purposes of the motion, and ruled for the hospital on a statute, because the physician was an independent contractor. For you, the lesson is timing. The whole dispute turned on when the interpreter call ended and when the forms came out. Nobody had charted that.

Explained in: When the Interpreter (or the Family) Did the Talking · What Your Witness Signature on a Consent Form Really Says

Clayton v. Ohio Bd. of Nursing

Ohio Supreme Court · 2016 #

All we have is the dissent. The nurse lost her license for at least a year. The dissenting justices wrote that she should have been allowed to subpoena records of the other ICU patients from that night to show how chaotic the shift was. Her expert described one rapid response and admission after another, with no documentation to show it. The dissent wrote: "Contemporaneous written records would present a full picture of the situation in the ICU".

Explained in: Charting the rapid response

Michael Hale v. Dr. Lolit Joseph, Nurse Lesa Wolfe, and Nurse Teresa Lennings

Indiana Court of Appeals · 2016 #

Here the medication wasn't taken. A patient refused his naproxen. The court noted that by the time the nurse documented the refusal, "he had been rejecting it for four days". The defendants submitted their records of the care they gave, and the court affirmed summary judgment for them. Two takeaways. The records did the work. And chart not-given entries when they happen, not days later.

Explained in: Charting a held dose of insulin, heparin or any other medication

Mizyed v. Palos Community Hospital

Appellate Court of Illinois · 2016 #

The patient was a native Arabic speaker who couldn't read English or Arabic. He signed five English consent forms. His adult daughter told him to sign them, and she testified she hadn't read them through. His own explanation: "I trust my daughter. So I signed the papers." The hospital won on a different question (whether the treating doctors were its agents), so the court never ruled on interpretation. The case still shows what a record looks like when a relative did the translating. Years later, the only account of what the patient was told came from depositions.

Explained in: When the Interpreter (or the Family) Did the Talking

Nexion Health Management, Inc. v. Sosa

Texas Court of Appeals, 5th District (Dallas) · 2016 #

This resident was tube-fed, so meal percentages weren't involved, but the record problem is the same. The dietitian did a nutritional assessment without the resident's weight. Later he lost about nine percent of his body weight in under two weeks. The opinion summarizes the plaintiff's expert material this way: "Documentation by the nursing staff was inaccurate in many ways making it impossible to accurately determine how and when Mr. Sosa was being fed." The ruling was procedural. The court let the lawsuit go forward past the expert-report stage and did not decide whether there was negligence.

Explained in: The meal percentage and fluid intake nobody adds up

Blackshear v. Golden Age Nursing Center, LLC

Louisiana Court of Appeal · 2015 #

A physician case, but it's about tubes, so it's about you too. An ER physician replaced a dislodged PEG and said he confirmed placement by auscultation and aspiration, "neither of which was documented in the medical records." The jury found he breached the standard of care but that the breach didn't cause the harm. The appeals court affirmed. You verified placement? Chart how.

Explained in: Lines, drains and tubes: what to chart every shift

Della Sumrall v. Singing River Health System

Court of Appeals of Mississippi · 2015 #

Central line removal with the patient sitting in a chair. The patient's position came from the nursing notes and the rapid response entry: "Patient sitting up in chair unresponsive to verbal command." The appeals court reversed the judgment for the hospital and sent the case back to the trial court. When you pull a line, chart the patient's position and your technique. `CVC removed` isn't enough.

Explained in: Lines, drains and tubes: what to chart every shift

Nexion Health at North Richland Hills, Inc. v. Street-Larson

Texas Court of Appeals, 2nd District (Fort Worth) · 2015 #

The family's expert went through the nursing home chart and wrote that the standard of care called for turning every two hours, documented each time. Then he described what he found: "There is an occasional note in the chart that he was turned and repositioned but this does not meet the standard of care." The appellate court held that the expert report was adequate and affirmed the denial of the facility's motion to dismiss. In that report, the scattered turn notes were themselves the evidence of a problem.

Explained in: The turns you charted every two hours

Estate of Vera Boulier v. Presque Isle Nursing Home

Supreme Judicial Court of Maine · 2014 #

The court called the care plan the document that "instructs PINH’s staff as to each resident’s needs." Hers said one assist for toileting, and the CNA testified about what that phrase meant to her in practice. The jury found the home not liable, and the high court affirmed. But the trial still came down to what a short phrase in a care plan meant on the floor at 0500. So write plan language that's specific.

Explained in: When the Care Plan Says Every Two Hours and the Floor Can't Keep Up

Tibbs v. Bunnell

Kentucky Supreme Court · 2014 #

The question here was whether an event report filed through a patient safety system had to be produced in a malpractice suit. Along the way the court quotes the federal statute's carve-out: protected patient safety material "does not include a patient’s medical record, billing and discharge information, or any other original patient or provider record." Put simply, the chart is the original record and it stays one. A deviation form or event report filed somewhere else doesn't replace what you write in the chart.

Explained in: Charting for a patient on a clinical trial

Raven v. Department of Social & Health Services

Washington Supreme Court · 2013 #

The opinion says the gap out loud: "All of Ida’s plans of care called for repositioning every two hours, but due to staffing shortages, this was not an attainable goal, particularly because Ida needed two people to turn her." The team held a care conference, trained staff on repositioning and asked for more care hours. The hours were granted. The court reversed the neglect finding against the guardian. What's useful for you is the pattern. The gap was named, written down and brought to the team. Nobody buried it in a flowsheet.

Explained in: When the Care Plan Says Every Two Hours and the Floor Can't Keep Up

Richter v. Presbyterian Healthcare Services

New Mexico Court of Appeals, substituted opinion · 2013 #

This one is about lab results reaching physicians, not a nurse's phone call. Diagnostic results from a 2001 admission came back around the time of discharge. The court wrote: "The tests were never read or acted on by her physicians." The court reversed summary judgment on some of the claims about how the results were delivered.

Explained in: A critical lab value: write down who you told and when

Goudia v. Mann

Louisiana Court of Appeal · 2012 #

The nursing notes described a post-op patient who was unresponsive, with non-reactive pupils. The surgeon testified that on the phone he was told the patient was hard to arouse. The opinion records his testimony: "She did not say that Mr. Goudia was unresponsive." The hospital and the nurse settled before trial, and the jury found the surgeon did not breach the standard of care. For your charting, the gap is the point: what the chart said versus what the provider heard on the phone.

Explained in: Charting the rapid response

McComb Nursing and Rehabilitation Center, LLC v. Lee

Court of Appeals of Mississippi · 2012 #

A resident was found on the floor on his left side, five days after admission. The plaintiff's nursing expert testified that the notes showed only one neuro check and no head-to-toe exam. The physical therapist found his hip fracture the next day. Here's the expert's opinion as the court summarized it: “had the nurses done a correct post-fall assessment, Lee’s hip deformity and hip fracture would have been discovered earlier than the next day”. The jury found for the estate. The appeals court affirmed.

Explained in: What to Chart After a Patient Falls (and What to Leave Out)

Wells v. Cincinnati Children's Hospital Medical Center

District Court, S.D. Ohio · 2012 #

A nurse pulled morphine for a patient who had no order for it. Diversion was ruled out fast, and the opinion says why: a Pyxis audit showed normal access, and "another nurse had witnessed her destruction of the morphine she had removed without an order." The witnessed waste was on record. It worked in her favor. A named second nurse on your drip check does the same job.

Explained in: Taking over a running opioid or midazolam drip at shift change

Estate of Martha S. French v. Stratford House

Tennessee Supreme Court · 2011 #

In depositions, the CNAs described understaffing, a resident who wasn't turned as needed, and charts left blank or filled in ahead of time. One CNA testified that a secretary took the ADL sheets nobody had filled out and "would just fill them out so that they were all complete." The ruling itself was about which claims the estate could bring (it held the estate could pursue ordinary negligence alongside medical malpractice). Still, the testimony shows exactly what backfilled ADL charting looks like from the outside.

Explained in: When the Care Plan Says Every Two Hours and the Floor Can't Keep Up

Tinsley v. Medical Facilities of Am. XLVII, L.P.

Roanoke County Circuit Court (Virginia) · 2011 #

A discovery ruling about incident reports, post-fall assessments and witness statements. The court held that factual documents like these weren't privileged and were discoverable, with patient identifiers removed. It also said: “While the staff policy states that these post-fall assessments should not be placed in the patients’ files, this is not dispositive of their designation.” A separate form is not a vault. Write it as carefully as you write the chart.

Explained in: What to Chart After a Patient Falls (and What to Leave Out)

Russell Lee Maze v. State of Tennessee

Tennessee Court of Criminal Appeals · 2010 #

A five-week-old infant came in with bruising to the face and abdomen. On cross-examination, the defense pointed to errors in the ED physician's notes, "such as the failure to note bruising." Separately, the mother said she had noticed the facial bruising "three to four days earlier." That was a physician's note, not a nurse's. The problem is the same one this article is about: when did the mark first appear, and who wrote it down?

Explained in: The Skin Check at the Start of Your Shift

Estate of Northrop v. Hutto

Mississippi Supreme Court · 2009 #

A peripheral IV extravasated under a warming blanket during a three-hour surgery. The patient needed a fasciotomy and a skin graft. The court reinstated summary judgment for the defense, because the plaintiff's expert didn't set out an objective standard of care. Under questioning, the expert agreed: "The extravasation, per se, is not proof of negligence". Keep that in mind if you're reading how much trouble am I in threads. An infiltration by itself doesn't prove anyone did anything wrong. People look at the record of what was monitored and what was done.

Explained in: IV infiltration and extravasation: what to chart

Christus Health Southeast Texas D/B/A St. Elizabeth Hospital v. Rosalind Hall, James Weisner, and Gwendolyn Washington, as Representatives of the Estate of Esther Jolivette

Texas Court of Appeals, 9th District (Beaumont) · 2008 #

The patient had a pacemaker implanted. Afterward, the nurses' notes recorded her as confused, found between the rails, and moving her arm against instructions. They also recorded an immobilizer and several doses of Ativan. After midnight came a different physician's authorization for soft bilateral wrist restraints if needed. The court framed the claim as "the claimed breach of duty by Christus is still the failure to properly monitor and restrain Jolivette". The jury's verdict against the hospital was reversed for insufficient evidence of causation, and the case went back for a new trial. Nearly the whole timeline came from nursing entries.

Explained in: Documenting Restraints From the Order to the Release

David L. Andrews v. Texas Department of Health

Texas Court of Appeals, 3rd District (Austin) · 2007 #

One floor of a hospital kept turning up short fentanyl IV bags. Before anyone looked at a person, the hospital had to rule out everything else: "The pharmacy department's investigation eliminated pump malfunction, defective bags, and documentation error as the causes for the shortages in Fentanyl." After that, nurses were told to check the fentanyl bags every hour, and witnesses testified about how the bag looked before and after one person handled it. The whole case came down to what the bag looked like at specific times. Your handoff note is the first of those times on your shift.

Explained in: Taking over a running opioid or midazolam drip at shift change

Ball v. CHARTER FOREST BEHAV. HEALTH SYSTEM

Louisiana Court of Appeal · 2006 #

This case is about observation, not restraints. A patient in acute withdrawal got up and ran. At that moment his nurse had stepped seven feet away to call the physician about his vital signs, which she had charted at 11:55. The jury found no breach, and the appeals court affirmed: "Hindsight or subsequent events cannot be considered when determining whether the actions of the nursing staff were reasonable and met the standard of care." When the record shows what you saw and why you acted, your care gets judged on that.

Explained in: Documenting Restraints From the Order to the Release

Donna Ellis v. C. R. Bard, Inc.

Court of Appeals for the Eleventh Circuit · 2002 #

This one is a product case against the PCA pump maker. Nursing charting isn't the issue. It's here because it shows what gets reconstructed once something goes wrong with a PCA: the dose, the lockout and the hourly limit, each one spelled out. The court walks through the settings line by line: "That prescription permitted 2 milligrams of morphine upon activation of the PCA pump." If those numbers are already in your handoff note, nobody has to piece them together years later.

Explained in: Taking over a running opioid or midazolam drip at shift change

D.P. v. Wrangell General Hospital

Alaska Supreme Court · 2000 #

The admitting order said the patient should stay in the building under observation. Restraints were PRN, only if she was a danger to herself or others. The court described the record like this: "The nurses' notes show that each nurse regularly checked on D.P. at intervals ranging from a few minutes to two hours." One note put her in the hallway at 6:50 p.m. At 6:55 the nurse couldn't find her. Those two timestamps held the gap to five minutes. The court reversed a directed verdict for the hospital and sent the case to a jury. It didn't rule on the PRN wording of the order.

The nurses' notes show that each nurse regularly checked on D.P. at intervals ranging from a few minutes to two hours.

Explained in: Documenting Restraints From the Order to the Release · Charting Suicide Precautions So the Record Shows Actual Observation

Palacios v. American Transitional Care Centers of Texas, Inc.

Texas Court of Appeals, 1st District (Houston) · 1999 #

A brain-injured patient was in wrist and vest restraints. According to the record, a nurse found him trying to get out of them at 8:20 p.m. and tightened them. At 8:30 he was on the floor. The restraints were still on him but no longer tied to the bed. The plaintiffs' expert built her opinion straight on the hospital's own entries: "The nursing notes document that he was observed by nursing on the hour for two hours prior to the fall." The appeals court reversed the dismissal because the expert report was adequate. It made no finding of liability. One reasonable inference the court drew was that the 8:20 tightening entry was wrong. The check entry ended up at the center of the case.

Explained in: Documenting Restraints From the Order to the Release

Timing: late, during a code, on paper

Estate of Eden v. Goldstein

Ohio Court of Appeals · 2024 #

This was a malpractice and wrongful death case. Later the family added a claim that the hospital system had altered the patient's medical records. The trial court ordered a virtual inspection of the hospital's EMR, carried out with the family's expert. At a hearing, the hospital produced part of the unredacted audit trail and access logs, covering 2017 through January 2023. "Two of appellants’ employees testified the audit trails produced had not been, and could not be, altered." The appeals court dismissed the hospital's appeal of the discovery orders for lack of a final appealable order. The opinion doesn't decide whether anything was altered. For a bedside nurse the lesson is simpler. The access log exists. Lawyers can ask for it. And someone will read it side by side with your note.

Explained in: Finishing Your Charting From Home Without Making It Look Made Up · You Signed It, and It's Wrong

Hutchinson v. Verstraeten

Superior Court of Pennsylvania · 2023 #

The patient's side claimed the clinic changed her records after the injury. They pointed to the audit trail and to a handwritten change made on a paper record. The trial court excluded their expert, and the jury found for the defense. The appeals court affirmed. These were allegations, not findings. They still led to years of fighting over the audit trail. The plaintiffs' brief, quoted in the opinion, described it this way: "It should show, among other data points, who accessed the records, where and when the records were accessed, and whether changes were made to the records." Your downtime entries will show up in that same log. If they're clearly labeled, the log has nothing to explain.

Explained in: Charting on paper when the system goes down · You Signed It, and It's Wrong

Wiese v. Riverton Memorial Hospital, LLC

Wyoming Supreme Court · 2022 #

The opinion describes nursing entries on a fetal monitoring strip for 8:15–8:20 a.m. that were actually created at 4:06–4:08 p.m. the same day. Roughly eight hours separated the event times from the creation times. The court held that audit trails qualified as health care information under the applicable, now-repealed Wyoming statute. It reversed the judgment for the hospital and sent the case back for further proceedings because factual questions remained about compliance with the records law. This was a records-disclosure decision. It was not a malpractice verdict about delayed charting. The point for your charting: a record can show both the time assigned to an observation and the later time when you entered it.

Explained in: When You Charted Is Not When It Happened · You Signed It, and It's Wrong

Akintaju v. Secretary of Health and Human Services

United States Court of Federal Claims · 2021 #

The petitioner was an ICU nurse who sometimes worked agency placements in hospitals. She testified that she told her doctors about shoulder pain at several visits after a flu shot. About one of those visits, the special master wrote: "Dr. Obamogie’s medical record does not reflect any of these complaints on December 31, 2014." She also testified that she filled out an incident report, then threw it away after being told it wasn't an incident. The special master found that her shoulder pain began no sooner than January 1, 2015, more than two months after the vaccination, and mostly went with what the records showed. These were her records as a patient. Nobody was judging her charting. The lesson carries over anyway: years later, what you said and did counts for far less than what got written down at the time.

Explained in: Your Contract Ends Before Your Notes Are Finished

Mississippi State Board of Nursing v. Robin Mack

Court of Appeals of Mississippi · 2021 #

The documentation charges included a disputed record of a face-to-face encounter after the nurse practitioner had left a cancellation message. The nursing board imposed probation. The chancery court reversed that decision, and the appellate court affirmed the reversal because the board’s decision lacked substantial evidence and was arbitrary and capricious. This decision did not establish intentional chart falsification. Keep that distinction clear: an accusation about documentation is not the same as what the evidence supports.

Explained in: Correct the record without rewriting the past

Paige v. Secretary of Health and Human Services

U.S. Court of Federal Claims (Office of Special Masters) · 2021 #

This one isn't about medication supply. It's here because it shows how much weight a form written at the time can carry against someone's memory later. A nurse said she got her flu shot on a different date from the one on her vaccine form. The special master wrote: > "I find that petitioner more likely than not received her vaccination on November 11, 2015 as reflected in her contemporaneous vaccine administration form." What you write in the moment can become the version everyone relies on. It can outweigh your own memory of what happened.

Explained in: Charting on paper when the system goes down · When the Dose Isn't There to Give

United States v. Lillian Akwuba

U.S. Court of Appeals for the Eleventh Circuit · 2021 #

A nurse practitioner testified that she kept handwritten triage sheets with her visit notes. She said they weren't in the files the government's experts reviewed. Her lawyers said it outright: "part of our defense is that these records we’re relying on are incomplete." She was convicted, and the appeals court affirmed. The case was about a lot more than paperwork. Still, it shows that notes kept only on paper can end up playing no part in how a case gets decided.

Explained in: Charting on paper when the system goes down

The Anthem Companies, Inc. v. Cheryl Wills

Supreme Court of Georgia · 2019 #

This case involved photographs, not a nursing chart. Paper prints were lost, but digital versions were still available. The court reversed sanctions for failure to preserve evidence. The record did not support a finding that Anthem had altered the images it received. The connection to charting is narrow but useful. Losing a duplicate, keeping an electronic original, and altering evidence are different things. This decision does not give you permission to change a patient record after an incident.

Explained in: Correct the record without rewriting the past

Gilbert v. Highland Hospital

New York Supreme Court · 2016 #

The court ordered production of an audit trail because the allegations made it relevant to know whether an emergency department attending had reviewed the patient’s electronic record and care plan before discharge. The court also made clear what the audit trail couldn't show: physician actions that didn't involve accessing or viewing the electronic record. Chart activity can help piece together a timeline. It doesn't capture all bedside care.

Explained in: When You Charted Is Not When It Happened

Healthcare Staffing Solutions, Inc. v. Wilkinson Ex Rel. Wilkinson

District Court of Appeal of Florida · 2009 #

The nurse testified that she usually moved information from informal notes into patient charts, then threw the notes away. The hospital argued that this patient’s chart and flowsheet were essentially blank. The appellate court held that the trial court was wrong to apply a presumption of negligence based on the missing notes. But it found that error harmless because other evidence supported the negligence finding. It reversed on a separate allocation-of-fault issue. The ruling didn’t approve or prohibit any particular late-entry format.

Explained in: Adding a Missed Note Without Rewriting the Past

In the Interest of V.R., a Child

Texas Court of Appeals, 2nd District (Fort Worth) · 2009 #

The record showed how many of the recommended group classes each parent actually completed. A drug counselor also testified about one word a parent had used about himself in a group session. On the classes: "S.P. completed only five group classes and one individual class". The appellate court affirmed.

Explained in: One Group, Twelve Notes, Twelve Different Patients

In re Involuntary Termination of Parental Rights to K.M.C.T.

Pennsylvania Court of Common Pleas, Lehigh County · 2006 #

The court's findings of fact come straight from a counselor's status reports. Those reports kept individual therapy (going well) separate from group therapy (a struggle). They also described how the mother related to the other members: "In group therapy Mother had a detached relationship with the other women." What the four have in common is simple. Someone outside the room relied on a note about one person's attendance and behavior in a group. That only works if the note really was about that person.

Explained in: One Group, Twelve Notes, Twelve Different Patients

Caminero v. New York City Health & Hospitals Corp.

Appellate Division of the Supreme Court of the State of New York · 2005 #

The records included a discharge-summary addendum describing a pulse-oximeter-related foot injury. The appellate court relied on hospital records made at the time to find that the hospital already knew the essential facts of the claim. It reinstated the complaint. The late notice in this case concerned filing a claim, not a nursing late entry. The decision didn’t set rules for how you should enter an addendum.

Explained in: Adding a Missed Note Without Rewriting the Past

People v. Trainor

Appellate Court of Illinois · 2003 #

A group therapist testified about one man's attendance and participation in a treatment program over several years. The testimony covered suspensions for missed sessions, a long stretch with no attendance at all and minimal participation when he did show up. The court relied on this, along with other evidence, and affirmed. The court's own summary: "When he did attend sessions, his participation was minimal."

Explained in: One Group, Twelve Notes, Twelve Different Patients

Montgomery v. Pinchak

Court of Appeals for the Third Circuit · 2002 #

This isn't a pre-charting case. It's a prison medical-care lawsuit where the original records were lost and later recreated, and a lot of the fight was over whether the paperwork matched what actually happened at the bedside. The plaintiff said the recreated records were inaccurate or falsified. The opinion puts his claim this way: "He also claims that the recreated records fail to reflect the actual treatment that he had received." The appeals court never decided whether the records were false. It ruled he should have had a lawyer appointed and sent the case back. What matters for you is simpler. Once the chart and the actual care don't match, the record itself becomes the thing everyone argues about.

Explained in: Chart it after you do it

Wallace v. Methodist Hospital System

District Court, S.D. Texas · 2000 #

This was a pregnancy discrimination suit, and the chart facts come from the nurse's own testimony. The written order said to begin tube feeding. She swapped the Salem sump for a small bore feeding tube and charted a verbal order in a medical fellow's name to place the tube and follow up with an X-ray. The fellow never gave that order. She testified she planned to get the fellow's cosign before her shift ended. The attending read the chart first. At trial she agreed the counseling record was factually correct when it said she performed the procedure without an order, "then wrote as a verbal order. No verbal order had been given." She was fired. The jury found for her, and then the court granted the hospital judgment as a matter of law. What it means for your charting: a cosign you plan to get later doesn't make a false verbal order line true now.

Explained in: Your Contract Ends Before Your Notes Are Finished · Entering a protocol order under a provider's name without making it look like theirs

People v. Rowjee

Appellate Court of Illinois · 1999 #

The opinion describes a public aid billing review where billed service dates were compared with patient charts. This line shows the issue clearly: “People's Exhibit S-1 purports to list days where defendant billed where there was no matching documentation by defendant in the patient's chart.” For charting, keep it simple: if the billing trail says a service happened, the care record needs to show what actually happened.

Explained in: When the Billable Visit Did Not Happen

Commonwealth

State Board of Nurse Examiners v. Rafferty, Supreme Court of Pennsylvania · 1985 #

The court reviewed a nurse discipline matter involving conduct around resuscitation and documentation of rhythm evidence

It was undisputed that the cardiac monitor strip documenting the rare PVCs was not attached to the patient’s chart.

Explained in: Charting During a Code When Your Hands Were Full

When something goes wrong with a patient or a med

Commonwealth v. Amanda K. Berube

Massachusetts Appeals Court · 2025 #

The opinion described an automated dispenser, a morphine vial, charted administration, and no waste report for unused morphine. The court affirmed the conviction for possession of a class A substance.

If the entire contents of a vial were not used, the nurse was supposed to empty the unused contents into a secure container and submit a waste report witnessed by another nurse.

Explained in: Charting Controlled Substance Waste Clearly

Ex parte Air Evac EMS, Inc.

Supreme Court of Alabama · 2025 #

Link: The amended complaint alleged ketamine had been removed and replaced with saline before transport. One allegation was failure to “properly document in the medical records that [Earnest] was administered a dosage of ketamine that was believed to have been tampered with or otherwise compromised”. The court dealt with limitations and relation-back issues. The bedside point is simple: if you think a medication may be compromised, the chart needs the concrete facts.

Explained in: When a Syringe or Vial Looks Wrong Before You Give It

Floretta Franklin v. OU Medicine

Supreme Court of Oklahoma · 2025 #

The patient had a small, pediatric-sized cuffed trach and had just come back from radiology. The court summarized the record like this: "The nurse was turning the patient to the left to clean up a bowel movement and the patient became unresponsive with no palpable pulse." The trach had come out during the turn. Getting a heartbeat back took about seven minutes. The family's petition alleged the nurse did nothing and didn't call for help. The case ended on federal PREP Act immunity, so the court never ruled on the nursing care or the charting. It does show you how the record got used. The hospital's own notes (what the nurse was doing, which way the patient was turned, how long things took) became the factual basis for the opinion.

Explained in: The tube came out while you were giving care

Hardy v. Rabie

Court of Appeals for the Tenth Circuit · 2025 #

This is a jail case, and the facts are as the inmate alleged them. He fell from his wheelchair. His cellmate pressed the emergency button three times over 30 to 45 minutes and got no response. Roughly ninety minutes passed before anyone came to the door. The defendants conceded the harm was serious enough for the claim against the control room officer to go forward, because "he spent ninety minutes in pain before Deputy Rabie arrived." The Tenth Circuit affirmed the denial of qualified immunity. Take this from it: the time between the button and the door became the center of the case.

Explained in: Your Note and the Call Light Log Should Tell the Same Story

In Re Krystopher C.

Court of Appeals of Tennessee · 2025 #

An investigator wrote down the mother's own descriptions of her episodes, including her words self-destruct and outrages. The court's findings include this line: "[Mother] admitted having an issue with anger and postpartum depression." The termination rested mostly on other grounds: an infant's malnutrition, domestic violence, drug use. Still, her words about her mood went into the record as hers and came out the other end intact. That's verbatim documentation doing its job. It's also why it has to be accurate.

Explained in: The Postpartum Mood Screen Came Back Positive. Now What Goes in the Chart

In the Interest of M.C. and J.R. v. the State of Texas

Texas Court of Appeals, Ninth District · 2025 #

This case isn't about a medication count. It's a parental-rights case. At a jury trial in May 2025, a former elementary school nurse testified about a student's asthma emergency from April 2023. The opinion keeps coming back to what her notes indicated: what the student reported, the lowest oxygen saturation (87%), that the mother was contacted, that EMS was called, and what each parent said the next day about an inhaler. The case proves one narrow thing. A school health office record written in the moment carried those details into a courtroom two years later. Your controlled-substance log is the same kind of record.

Explained in: Counting a Student's Controlled Medication from Drop-Off to Last Dose

Robyn L. Spradlin v. State of Indiana

Indiana Court of Appeals · 2025 #

At this facility the narcotics count sheet (NCS) recorded removals from the cart, and the eMAR recorded administration. In the court's words: "The NCS tracks inventory but does not verify patient administration -- only the eMAR serves that function." An investigator found more than forty removals on the count sheet with no matching eMAR entry. The jury acquitted the nurse of obtaining controlled substances by fraud and convicted her on a records charge. The appeals court reversed that conviction because the State never proved that a law under the specific statute required the eMAR entry. She won in the end. But the mismatch between the two records is what started the investigation and kept it going.

Explained in: The Narcotic Count Is Off at Shift Change

State v. Vaughn

Ohio Court of Appeals · 2025 #

Link: This was not a medication-administration case, but it shows how container condition, collection steps, and transfer details can matter later. The court wrote: “Here, we find the State substantially complied with the regulation because appellant's urine was collected in a clean, single-use, cardboard bedpan and transferred into the appropriate plastic container from the OVI test kit immediately after.”

Explained in: When a Syringe or Vial Looks Wrong Before You Give It

William Partin v. Baptist Healthcare System, Inc.

U.S. Court of Appeals for the Seventh Circuit · 2025 #

(earlier posted version) This is a physician's retaliation suit, not a charting case. But the facts include a sequence you'll recognize: The patient told the nurse she'd pull the IV out herself if nobody removed it, so staff took it out. After a psychiatric consult found her neither psychotic nor suicidal, and "before a doctor could discharge her, J.C. left the hospital." The nurses had described her orientation in concrete terms: "she was able to state her name, the time, and the month and date of her birth." The lesson: that last detail is worth far more than a bare A&Ox4.

Explained in: When the Patient Walks Out Before Discharge

Dana Casnocha-Jones v. State Board of Nursing

Missouri Court of Appeals · 2024 #

The record shows why the waste witness needs to see the actual waste process, not just look at a container afterward.

She would re-fill the vial with an identical amount of a saline solution, and would show the vial to another nurse, who would confirm that it contained the appropriate amount of residual liquid.

Explained in: Charting Controlled Substance Waste Clearly

Madeline Keyworth v. CareOne at Madison Avenue

Supreme Court of New Jersey · 2024 #

Families sued two facilities over a resident's falls and an attack by another resident. They asked for the facilities' internal incident reports. The facilities hadn't followed the procedure New Jersey's Patient Safety Act requires, and the court held that "the disputed documents are not privileged under that statute." This one turns on New Jersey law, but the practical point travels. Don't assume your incident report stays internal. Write it as carefully and factually as you write the chart.

Explained in: Your Note and the Call Light Log Should Tell the Same Story

in the Interest of C.E., a Child

Texas Court of Appeals, 2nd District (Fort Worth) · 2023 #

This mother had prior psychiatric hospitalizations and a disputed bipolar diagnosis. The jury terminated her rights partly on mental-illness grounds. The appeals court reversed, holding that "the evidence does not support a finding that Mother’s mental health conditions rendered her unable to care for Carlo". It also pointed out that records from one of her hospitalizations never made it into evidence. A diagnosis and a history weren't enough. The court wanted evidence of how she actually functioned. Same reason your note should describe function and behavior, and leave the label off.

Explained in: The Postpartum Mood Screen Came Back Positive. Now What Goes in the Chart

Robert D. Toler v. Cornerstone Hospital of Huntington, LLC

Supreme Court of Appeals of West Virginia · 2023 #

A hospital visitor fell, sustained a fracture, and later sought the incident report. The appellate court upheld protection of the report under the peer-review privilege. The legal test reproduced in the decision focused on exactly where the document came from and how it was used. Not just what it was called. The nurse who prepared the report could still testify about what he personally knew of the fall’s circumstances. Protecting the report did not prevent testimony about independently known facts. This was not a ruling that a chart reference destroyed protection.

Explained in: Keep the incident report out of the patient chart

Black v. Ohio Bd. of Nursing

Ohio Court of Appeals · 2022 #

The appellate court affirmed a judgment that upheld the nursing board's suspension of a nurse's license for infractions involving the care of two terminally ill patients. The decision describes the board's allegations that medications were given without documentation that the nurse questioned the orders or consulted other team members about their accuracy, validity, or potential harm. Separately, the hearing examiner found that, for Patient I, the nurse had failed to question the order or communicate concerns about potential harm to another team member. Missing documentation is one issue. Failure to communicate is another. Both appear in the decision. See paragraphs 1, 10, and 15. This wasn't simply a case about a poorly chosen phrase in a note. It does not establish that better wording alone would have changed the outcome. Charting that an order existed is not the same as charting how you questioned it, who you consulted, and what you did next.

You administered these drugs to the patient without documenting that you questioned the order(s) and/or consulted with any member of the health care team regarding the accuracy/validity of or harmfulness to the patient of these order(s).

Explained in: When the Dose Was Given but the MAR Missed It · The order looked wrong and the doctor disagreed

Bailey v. Mercy Hospital and Medical Center

Illinois Supreme Court · 2021 #

A patient declined admission from the ED. The physician's discharge note recommended admission and gave the reasons: persistent tachycardia and abnormal labs. It recorded her capacity ("[Jill] does demonstrate decisional capacity."), her agreement to come back if symptoms got worse, and that a reliable partner was with her. The appeal itself was about jury instructions, not the note. Still, the record shows where a note can come up short. At trial the physician said he hadn't told her he was concerned about GI bleeding or sepsis. He also couldn't recall whether he'd told her the condition might be life-threatening. The lesson: the strongest note names the specific risks you actually discussed.

Explained in: When the Patient Walks Out Before Discharge

Evans v. The Medical Center of Central Georgia

Court of Appeals of Georgia · 2021 #

In this emergency-department case, the plaintiff’s experts pointed to an incomplete triage form, failures to communicate relevant findings, and failures to advocate for further evaluation among the alleged nursing shortcomings. The physician could not remember whether, before discharge, he had seen the report documenting some of the patient’s symptoms. The appellate court reversed summary judgment for the nurse and hospital because the evidence raised a factual question about causation. That was not a final finding of malpractice. For your documentation, the distinction matters: recording a symptom and communicating it are two separate things.

Explained in: What to chart when the provider does not call back

Israel Bob v. Baptist Hospital of Southeast Texas

Texas Court of Appeals (Beaumont) · 2021 #

The chart recorded blisters on the patient's abdomen and hip. The plaintiff's nurse expert criticized the record because it did not show that the coffee burn incident "was assessed, evaluated, investigated, or reported to the physician." The hospital won on summary judgment and the appeals court affirmed, mostly because nothing showed that a delay made the burn worse. The lesson still holds. A finding with no assessment, notification, or follow-up attached is the first thing the other side points to.

Explained in: When the family finds a bruise you did not chart

Estate of Mary Curtis vs. S. Las Vegas Med. Inv'rs, LLC

Nevada Supreme Court · 2020 #

A nursing home resident was given another patient's morphine. In the court's words, the nurse "mistakenly administered to Curtis 120 milligrams of morphine that had been prescribed for another patient." The nurse reported it, Narcan was given on a physician's order, and the resident stayed in the facility. At 5 p.m. the record showed her as "alert and verbally responsive". The next morning her daughter found her unresponsive. The death certificate listed morphine intoxication. The court never decided whether anyone was negligent. It ruled on procedure: lay jurors could judge the wrong-patient dose without an expert, but the claim that she wasn't monitored afterward needed a supporting medical expert affidavit. Affirmed in part, reversed in part, sent back. Here's what matters for your charting. The monitoring after the event became a claim of its own, and that single 5 p.m. entry was the last data point anyone talked about.

Explained in: Sedated, and Nothing on the MAR Explains It

Henning v. Avera McKennan

South Dakota Supreme Court · 2020 #

The hospital tracked controlled-substance removals, administration documentation, waste, and unaccounted medication. The nurse was terminated after documentation errors and inability to account for controlled substances; the South Dakota Supreme Court affirmed summary judgment for the hospital.

Avera McKennan Hospital terminated Stephanie Henning, a nurse in its intensive care unit, after it discovered errors in Henning’s documentation of controlled substances.

Explained in: Charting Controlled Substance Waste Clearly · When the Patient Says the Charted Pain Dose Was Not Given

State of Iowa v. Michael Buman

Court of Appeals of Iowa · 2020 #

A resident's clozapine wasn't in the two-week supply the pharmacy delivered. On the first night, an RN marked it `NA` (not available) on the MAR and told the day nurse that pharmacy needed to be contacted. The next night it was still missing. She marked it `NA` again and passed that on at shift change. The following day, a medication aide initialed the MAR as if the clozapine had been given. The day after that, a different RN searched both med carts and the nurse's station. Nothing. He wrote `DC'ed` on the MAR, believing the discontinuation had never been entered. He later testified that the pharmacy couldn't be reached overnight and the resident's chart was locked away during night shift. The resident was later hospitalized. The facility administrator took the aide's initials as proof the drug had been delivered. The opinion notes there was no evidence the pharmacy delivered clozapine during those days. The RN was charged and convicted of a misdemeanor. The Court of Appeals reversed the conviction and sent the case back. At trial, the jury was shown the Iowa Board of Nursing standard. It says that when an order isn't carried out, the RN's accountability includes: > "Timely notification of the physician who prescribed the medical regimen that the order(s) was not executed and reason(s) for same." Here's what matters for your charting. Every MAR entry from that week ended up being read as evidence of what was physically on the unit. Now look at the first nurse. Both nights, she marked the drug not available and told the next shift. That's the part of the record that clearly showed what she knew and what she did.

Explained in: When the Dose Isn't There to Give

Butler v. Cayuga Medical Center

Appellate Division, Third Department (New York) · 2018 #

A patient was triaged in the ED, sent back to the waiting room, and left before a physician saw him. Nobody documented the answers to the follow-up questions on his lethality risk screen. The triage nurse explained her reasoning in a deposition instead. She'd judged he wasn't at risk of eloping because he was with his mother and both had agreed to wait. An expert explained that a patient who presents with "the risk of leaving without being seen" may warrant a higher triage level. The court found that the defendants met their prima facie burden. The lesson: her reasoning was sound. The problem was that it existed only in her memory, years later. One line in the triage note would have put it in the chart.

Explained in: When the Patient Walks Out Before Discharge

Jefferson v. Mercy Hospital & Medical Center

Appellate Court of Illinois · 2018 #

A fresh trach, bleeding at the stoma, and a respiratory arrest overnight. Six later hospital records said a clot in the tube caused the arrest. The ENT's code note said the airway was occluded. At trial he explained that the tube was resting against tissue and "was dislodged rather than blocked." There were more gaps. A resident answered a page and never charted the visit. Another resident wrote down what the family was doing at the trach, then admitted he couldn't actually see it. A nursing entry recorded words the patient stated, but the patient had written them, because the cuffed trach kept her from speaking. The appellate court upheld most of a large jury verdict. Here's what a nurse should take from it: one word like occluded or stated meant one thing to the person who wrote it and something else to every reader after.

Explained in: The tube came out while you were giving care

John S. Zablotny v. State Board of Nursing

Supreme Judicial Court of Maine · 2017 #

During a nor'easter, a patient wanted to leave AMA, and a night supervisor called the on-call physician about it. He passed on that the patient planned to go to a friend's house. He left out that the patient was dressed in pants, a button-down shirt and moccasin-style slippers, and that he planned to walk. The day nurse's report recorded suicidal comments, but it had never been put in the chart. It turned up about 30 minutes after the patient left. The supervisor then called the patient's wife and, at her request, the police. The patient was found dead near the hospital the next day. The District Court found unprofessional conduct for "failing to provide the patient with accurate and complete information about the risks he faced upon leaving the hospital against medical advice." It found the Board hadn't proved the other two charges: incomplete information to the physician, and not immediately notifying police or the emergency contact. In weighing those charges, the court noted that the hospital's discharge policy only required contacting the attending physician. Maine's highest court affirmed. Two lessons for charting: What you tell the provider and what you tell the patient about risk are separate things. Both get examined. Information that sits outside the chart helps no one.

Explained in: Documenting a refusal so the note tells the whole story · When the Patient Walks Out Before Discharge

Laura Lee Demastus v. University Health System, Inc.

Court of Appeals of Tennessee · 2017 #

A compliance officer compared Omnicell pulls against patient charts. She found medications removed with no record that they were given or wasted. When asked, the nurse gave only a verbal account: if she pulled a medication, she either gave it or returned it. She was terminated. The appeals court upheld summary judgment for the employer. The trial court said she had explained the discrepancies by "basically admitting that the records are what the records are." Her word alone didn't close the gap in the chart.

She, however, could not explain the suspicious transactions.

Explained in: Charting Controlled Substance Waste Clearly · When a coworker says she gave it but it's not charted

State ex rel. K.P.

Louisiana Court of Appeal · 2017 #

A home health nurse came out to weigh the baby. The court's opinion, written four years later, opens with what she saw: a bruise on the older child's forehead, a sippy cup in dog urine, a strong marijuana smell, the mother's slurred speech, the mother nodding off mid-conversation. Sensory facts. No labels. The court affirmed guardianship with the godparents, and the nurse's visit sits at the very start of the record.

Explained in: The Postpartum Mood Screen Came Back Positive. Now What Goes in the Chart

Stewart v. Missouri Department of Health & Senior Services

Missouri Court of Appeals · 2017 #

A med tech pulled a discontinued opioid card off her cart and handed it, with its count sheet, to the charge nurse to go back to pharmacy. The card never got there. That was one piece of evidence in a larger misappropriation finding, and it put the nurse on the state's Employee Disqualification List. The court affirmed. So a discontinued card needs a signed handoff at every step until pharmacy has it in hand.

Explained in: The Narcotic Count Is Off at Shift Change

Doctors Hospital of Augusta v. Alicea

Supreme Court of Georgia · 2016 #

A 91-year-old woman's advance directive named her granddaughter as her health care agent. The granddaughter told the physicians no CPR, and to call her before any intubation. One physician charted it. At summary judgment the record has to be read in the family's favor, and read that way, the directive was in the chart but not where hospital policy said it should be. Around 4 a.m. the patient was intubated. Nobody called the agent. The court held that the hospital and the surgeon were not entitled to summary judgment on statutory immunity. One of the reasons was the hospital's own policy, which: > required the nursing staff to confirm the instructions in the Advance Directive and document this action during the initial assessment and to reconfirm the instructions and document this action on any transfer within the facility

Explained in: Charting each comfort care dose when the doses keep climbing · When Someone Else Says Yes for the Patient

Farrell v. Regent Care Center of the Woodlands

Texas Court of Appeals, 9th District (Beaumont) · 2016 #

A nursing home resident had a stage two sacral pressure ulcer and an order for a dressing change every other day. At trial the family's expert argued the order went unfollowed for about twelve days, because "Regent Care’s medical records contain no documentation showing that the dressing on the wound was changed during that time period." The treatment nurse testified that two wounds had merged. She started new treatment records for the merged wound and sent the older pages to medical records. What happened to them after that, she didn't know. The new records called the wound new, with an onset date of May 11. The facility answered with the charge nurses' daily notes. The jury found for the facility, and the appeal (about excluded billing records) was affirmed. Still, the whole trial fight was about a stretch of the TAR with nothing in it.

Explained in: The Treatment From Yesterday That Nobody Did

Fenimore v. Regents of Univ. of Cal.

California Court of Appeal · 2016 #

This one was decided at the pleading stage. The facts are allegations the court accepted as true for that purpose and nothing more. The family alleged a fall shortly after admission and understaffing. A proposed amended complaint listed interventions that were never given, a toileting program among them. They also pointed to two nursing notes from the same day that contradicted each other. One said the patient denied pain. The other recorded acetaminophen for leg pain. The appeals court reversed and ordered the elder abuse claim reinstated. When two entries disagree, somebody will notice.

Explained in: Charting the care you did not get to

Kim v. Lakeside Adult Family Home

Washington Supreme Court · 2016 #

A resident of an adult family home died of acute morphine intoxication. A visiting nurse from another agency saw her being dragged to the bathroom and described her as "heavily sedated." The nurse checked her records. No morphine was prescribed. The case itself is about the duty to report abuse. The court held that Washington's vulnerable-adult statute allows a lawsuit against mandated reporters who fail to report, and sent the case back for further proceedings. For this topic the point is simpler. When someone finds a patient sedated, the first thing they check is the record: whether there was an order, what it was for, and who documented giving it.

Explained in: Charting a PRN sedative for behavior

Stewart v. Vivian

Ohio Court of Appeals · 2016 #

The record described 15-minute checks, staff observations, agitation, unusual behavior, and communication about observation level after a suicide attempt in an inpatient psychiatric setting. The court affirmed judgment for the physician.

During this conversation, Dr. Vivian ordered that Michelle be placed on "15-minute checks," a level of observation that required a hospital staff member to visually check on Michelle every 15 minutes.

Explained in: Charting Suicide Precautions So the Record Shows Actual Observation

Christus Health Gulf Coast d/b/a Christus St. John Hospital v. Jay Houston

Texas Court of Appeals, 1st District (Houston) · 2015 #

A caveat first. This is the patient's appellate brief, not the court's opinion, so you're getting one side's account. According to the brief, after a shoulder surgery "Jurors found Christus nurses negligent for failing to alert Dr. Holt to symptoms of ischemia". The brief says the problem went on for days before anyone corrected it. The patient's hand was left permanently disabled. The case is about ischemia, not pain medication. The mechanism is the same, though. A finding kept showing up, and according to the brief, nobody told the physician. Pain that stays high dose after dose is a persistent finding too. You escalate it, and the escalation goes in the chart.

Explained in: The Doses Are Charted but the Pain Isn't Moving

Cristina Marente v. Eunice Asah and Epic Health Services, Inc.

Court of Criminal Appeals of Texas · 2015 #

The document we have is the family's brief on appeal. So what follows is their allegation, and no court found it. A home health nurse was bathing a ventilator-dependent teenager and putting him back to bed when the trach came out. She couldn't get it back in. The brief points out that her accounts didn't match: "Nurse Asah has reported at least two different reasons as to how the tracheostomy tube came out." In the 911 call, it came out by accident during the move. In her interrogatory answers, she took it out to change it. When the first written account is vague, people end up comparing the later versions instead.

Explained in: The tube came out while you were giving care

In the Interest of M.H. and Z.H.

Texas Court of Appeals, 9th District (Beaumont) · 2015 #

The removal affidavit passed along a conclusion from hospital staff, with no observation attached: "[h]ospital staff feels [Mother] cannot properly meet his needs at this time." The same record shows her history of suicidal ideation and her own report of postpartum depression after both births. The court affirmed termination. So a one-line staff impression can travel a long way past the chart it started in. Make sure it rests on something you saw.

Explained in: The Postpartum Mood Screen Came Back Positive. Now What Goes in the Chart

J.C. v. HHC Poplar Springs, Inc.

Petersburg County Circuit Court · 2015 #

The complaint alleged that a patient on psychiatric medication was harmed while staff skipped the 15-minute room checks they had promised. The court's summary of the alleged facts opens: "The plaintiff was sedated and asleep in her room during the early morning hours of October 29, 2013." The court overruled the hospital's demurrer. All that means is the case could go forward. For charting: once a patient is sedated, the scheduled checks become part of the story. Whether you documented them matters.

Explained in: Sedated, and Nothing on the MAR Explains It

Texas San Marcos Treatment Center, L.P. v. Payton

Texas Court of Appeals, 3rd District (Austin) · 2015 #

An aide at an adolescent behavioral health facility sued after a patient assaulted her. She was walking him back alone from an off-unit laundry room. The link goes to the facility's appellate brief. It isn't a ruling. What it does show is what the case was being argued over. The facility's own brief lists the aide's claims, and one of them is that the facility "failed to provide staff with adequate notification of the patient’s assaultive propensity". The facility's brief describes the patient as quiet and cooperative from admission. The aide's brief, filed a few weeks later in the same appeal, says he arrived with a long history of assaultive behavior and that she was never told he could be dangerous. So both sides were fighting over the same questions. What was known about this patient? Where was it written? Did it reach the person on the floor? Your note is supposed to carry exactly that.

Explained in: Charting the patient who is getting closer to violence

Vivek Goswami, M.D. and Austin Heart, PLLC v. Nancy Jo Rodriguez

Texas Court of Appeals, 3rd District (Austin) · 2015 #

This document is the defendants' appellate brief. So it gives one side's account and says nothing about how the appeal ended. The dispute was over a blood thinner (Pradaxa). One cardiologist ordered it stopped, but the patient kept refilling an earlier prescription. According to the brief, those refills happened "without any communication with Dr. Goswami or Austin Heart." The whole argument comes down to the paper trail of a med change: who knew, and when. Your note answers the same question when you chart who you told and what changed.

Explained in: When the Patient Says the New Med Is Making Things Worse

King v. Garfield County Public Hospital District No. 1

District Court, E.D. Washington · 2014 #

This is an ordinary shift change on paper. The hospital described its routine this way: "Nurses also perform a narcotic count at the end of each shift and sign to indicate who is responsible for the count." A nurse signed the count log at the end of his shift. Next morning another nurse found a 19 mL overage in a morphine bottle. Someone else had signed out doses overnight. The bottle wasn't tested. It went back to the manufacturer and was destroyed. Staff were drug-tested, and the nurse was later fired after a positive result he said came from his own codeine prescription. The count log is the record of who was responsible and when. And note what started all of it: an overage, which set things off just as a shortage would have.

Explained in: The Narcotic Count Is Off at Shift Change

O'Malley v. NaphCare, Inc.

District Court, S.D. Ohio · 2014 #

A charge nurse at a jail was fired. Her discharge summary named her as the nurse who "was responsible for the Narcotic Count" on the shift when a pharmacist found one Ativan tab missing from a blister card. It also said she left without making sure the count got done and the keys went to the next shift. She sued for defamation, saying the narcotics were never actually missing. The court didn't decide whether that was true. It only let her claim go forward, noting that the summary "clearly states that she was responsible for the narcotics at the time they went missing." Your name on the count ties you to the discrepancy.

Explained in: The Narcotic Count Is Off at Shift Change

Pruette v. Ungarino

Court of Appeals of Georgia · 2014 #

A 79-year-old woman with end-stage COPD went into respiratory distress. Her attending talked with the family and her pulmonologist, then ordered 2 mg of morphine as needed. Another physician, who had never treated her, read the chart. Without speaking to the attending, the nurse, or the family, that physician "changed Vinson’s chart to order that she be given 20 milligrams of morphine in a single dose." About 40 minutes after the code, the nurse gave the 20 mg. "Vinson soon lost consciousness and died approximately three hours later." The family sued and claimed that the nurse giving the dose was by itself a breach of the nursing standard of care. The first jury found against both the physician and the hospital. On retrial, the jury cleared the physician and found against the hospital, the nurse's employer. The appeals in this opinion turned on procedure; the hospital's own appeal was decided in the same consolidated ruling. For charting, the lesson is the tenfold jump from the attending's plan. When an order doesn't fit the patient's recent doses or the plan the family agreed to, clarify it with the prescriber before you give it. Then chart that you did.

Explained in: Charting each comfort care dose when the doses keep climbing

Dr. Tena Patterson and the Family Medical Center v. Geneva Ortiz

Texas Court of Appeals, 5th District (Dallas) · 2013 #

This was a clinic visit with no telemetry involved. Same problem, though: the note didn't match the numbers. The patient's heart rate was 145, and the chart described a normal exam. The plaintiff's expert, quoted by the court, wrote that "the normal exam that was documented is not at all consistent with the patient’s complaints, his vital signs". The court let the case go forward. When a reader finds a normal narrative next to abnormal data, they believe the data.

Explained in: The monitor alarm you silenced and what the chart says about it

Estate of Walters v. West Louisiana Health Services, Inc.

Louisiana Court of Appeal · 2013 #

A high-fall-risk patient was found on the floor with a fractured hip. According to the court, the hospital records provided did not contain the patient's alleged calls for help, "nor do they show that Mr. Walters fell, broke his hip, and was found next to his bed on the floor." The trial court had dismissed the case. The appeals court reversed and sent it back, partly because a nurse expert questioned whether the notes were complete.

Explained in: When the family finds a bruise you did not chart

Gabriel v. County of Herkimer

District Court, N.D. New York · 2012 #

The court record included complaints that medications were wrong, a MAR, a narcotics list, and security-log inconsistencies. This is the type of record where clear medication documentation and follow-up matter.

The Narcotics List also indicates DiCamillo was administered an 8:30 p.m. dose of Clonazepam but this was not documented in the Security Log or the Medication Administration Record.

Explained in: When the Patient Says the Charted Pain Dose Was Not Given · When the Dose Was Given but the MAR Missed It

Hall v. Episcopal Long Term Care

Superior Court of Pennsylvania · 2012 #

At trial a supervising RN testified that care not documented on the chart was considered not done. She explained how they charted refusals too: initials in the box, circled, with a comment on the facing page. On cross, she said it was not unusual for a resident to have received care but the nurse forgot to so mark it. The staffing testimony didn't line up. Two CNAs described a unit that was always short. The RN said staffing was adequate. The appeals court affirmed the jury's compensatory award to the estate and sent the punitive damages question back for further proceedings. So the chart gaps and the staffing story both went to a jury. The staff told both themselves.

Explained in: Charting the care you did not get to

Estate of Wells v. Bureau County, District Court

C.D. Illinois · 2010 #

The opinion describes checks where staff could not actually see the person in the cell. The motion for summary judgment was granted in part and denied in part.

During her checks, Keefer personally observed the detainees in two of the cells in Cellblock 2 because she could see them from the guard walkway, but did not observe Wells in his cell because she was unable to see into his cell from the guard walkway.

Explained in: Charting Suicide Precautions So the Record Shows Actual Observation

Texas Cypress Creek Hospital, L.P. v. Hickman

Texas Court of Appeals, 14th District (Houston) · 2010 #

A psychiatric inpatient was on a long list of medications, including newly added hydrocodone and a one-night Oxycontin order. Staff found him without a pulse around 2:00 a.m. Toxicology pointed to Zyprexa toxicity. Among the family's allegations, the hospital failed to "Assure Cox’s mental health records reflected the actual times that prescribed medications were received". The appeals court held that these were health care liability claims requiring expert reports, then reversed and remanded. The case was decided at the pleading stage, so no facts were found. The allegation still shows you where people look: do the MAR times match what actually happened?

Explained in: Sedated, and Nothing on the MAR Explains It

Tucker Nursing Center, Inc. v. Mosby

Court of Appeals of Georgia · 2010 #

The appellate court affirmed the judgment and found no abuse of discretion in admitting CNA testimony about staffing, supplies, and care during the resident’s stay. That testimony connected insufficient staffing to inadequate turning and repositioning. It also addressed what the facility knew about the conditions and complaints. This was testimony, not an ADO form. The point here is the connection between specific working conditions, a resident’s care needs, and notice to management. The court did not find that an objection form protects an individual nurse.

Explained in: Where to document an assignment you objected to

Zander v. Craig Hospital

U.S. District Court for the District of Colorado · 2010 #

A patient alleged that negligence during spinal surgery caused paralysis. The hospital claimed protection for investigative material, arguing broadly that its approved quality-management program protected all discussions about medical care. The court rejected that position. The decision explains that protection covered information resulting from activities described in the state-approved program. Documents that existed independently of those activities could still be obtained from their original sources through discovery. Conversations outside the qualifying process weren’t protected, either. The distinction was about the source and the process. It wasn’t about a nurse writing one sentence about filing a report.

Explained in: Keep the incident report out of the patient chart

Davis v. Louisiana State Board of Practical Nurse Examiners

Louisiana Court of Appeal · 2009 #

The opinion describes complaints that included hydrocodone entries in the controlled-substance record with no corresponding MAR entries. The court upheld the Board’s license revocation based on a broader record involving multiple facilities and other practice concerns. This was not a canceled-dose case. You can't attribute the outcome to one documentation mismatch. The connection here is narrower: unless you complete both accurately, the controlled-substance record and the MAR can tell different stories.

Explained in: You pulled the medication but never gave it · When the Medication Is Not on the MAR

People v. Medlin

California Court of Appeal · 2009 #

At 3 a.m. an LVN found a long-term care resident's G-tube lying on the bed. She didn't know how long it had been out. "She noted in his chart that he had pulled it out forcibly, but she did not see that happen." She reinserted it and checked placement by auscultation only. She couldn't aspirate any gastric contents. She charted that the next feeding was tolerated well. The medication record shows ibuprofen for discomfort after the tube came out and Ativan for anxiety after it went back in. The tube was in the abdominal cavity. The resident died of peritonitis. A jury acquitted both nurses of criminal charges. The appeal was only about whether they were factually innocent, and the court reversed that finding. The charting problems stand on their own. She wrote a cause she didn't witness as fact. And tolerated well sat right next to entries that said otherwise.

Explained in: The tube came out while you were giving care

Maxwell v. Baptist Memorial Hospital-DeSoto

Court of Appeals of Mississippi · 2008 #

A patient developed a stage IV pressure ulcer in the hospital. The family's nurse expert wrote in her affidavit that "often the records were void of entries indicating that a treatment was done to the wound." That's what the expert alleged. The court made no finding on it. The trial court struck the affidavits as filed too late, and the appeals court affirmed summary judgment for the hospital. What the case does show: the first thing a reviewer hunts for in the chart is empty treatment entries.

Explained in: The Treatment From Yesterday That Nobody Did

Grotti v. Belo Corp.

Court of Appeals of Texas · 2006 #

This is a libel case. A physician sued a TV station over its reports on two patient deaths. The court held the broadcasts substantially true because they accurately reported allegations and investigations by others. It made no finding that anyone was euthanized with morphine. So why read it as a nurse? Because it shows who ended up reading one end-of-life morphine chart. The medical examiner first recorded "acute morphine intoxication by accident" and later reclassified the death as a homicide. The hospital opened a peer review. The medical board investigated. The family sued. Reporters asked outside doctors and a forensic pathologist "to review O’Keefe’s medical file." None of those readers had been in the room.

Explained in: Charting each comfort care dose when the doses keep climbing

Jones v. State

District Court of Appeal of Florida · 2005 #

The opinion involved a psychiatric technician assigned to suicide watch checks while also assigned to continuous observation of another patient. The court reversed the neglect conviction; the separate record-falsification conviction was not appealed. In charting terms: do not document a check as completed if it was not completed.

Explained in: Charting Suicide Precautions So the Record Shows Actual Observation

Mercer v. Vanderbilt University, Inc.

Tennessee Supreme Court · 2004 #

A ventilated, chemically paralyzed trauma patient went to CT on a portable monitor and a portable ventilator. In its 2002 opinion, the Tennessee Court of Appeals noted that none of the three staff present heard an alarm. The plaintiff's experts said the alarms had been disarmed. The jury awarded $7,366,000 and put 70 percent of the fault on the hospital. The Court of Appeals then ordered a new trial for evidence reasons unrelated to the alarms. The 2004 text linked here is the chief justice's dissent, and it lists what the plaintiff argued. Those are arguments. The court never found them as facts. One of them was that after the incident the hospital "failed to retrieve from the cardiac monitor information about Mr. Qualls’s vital signs at the time of the incident". So the monitor's own record became something to fight over.

Explained in: The monitor alarm you silenced and what the chart says about it

Munsen v. Wellmark, Inc.

District Court, N.D. Iowa · 2003 #

This one is an insurance benefits case. It's here for one fact in the record about a child with subglottic stenosis: if his trach came out, "it must be replaced within approximately one minute". When minutes matter that much, a note that just says trach replaced leaves out the one thing everyone will ask about.

Explained in: The tube came out while you were giving care

United States Ex Rel. Swan v. Covenant Care, Inc.

District Court, E.D. California · 2002 #

The relator alleged the nursing home was so short-staffed that residents went without repositioning, feeding and bathing. CNAs, the complaint said, were told to fill in blank ADL forms before they'd get their paychecks, "falsifying the forms to reflect that Emerald Gardens patients had received routine care which was never provided." Keep in mind these were only allegations. The ruling itself was about a False Claims Act procedural question: the court found the suit rested on information already made public in an earlier patient's lawsuit. Still, look at what the case is about. Blank ADL boxes, filled in after the fact, to cover for staff who weren't there.

Explained in: Charting the care you did not get to

Continued Care, Inc. v. Fournet

Texas Court of Appeals, 9th District (Beaumont) · 1998 #

All we have here is a dissent. According to it, the majority reversed a jury verdict against the nursing home. The testimony it describes shows what bothered staff about the Demerol records: a vial count that went up between two dates, waste recorded as an unknown liquid, and a nurse who said entries on the narcotic count sheet "looked like they had been written through or over". That's testimony as the dissent tells it, not a court finding. It still shows you what people notice. Write-overs. Counts nobody can explain.

Explained in: The Narcotic Count Is Off at Shift Change

Reginald Morgan v. John Rabun

Court of Appeals for the Eighth Circuit · 1997 #

A patient at a state psychiatric hospital sued his physician and nursing staff over two forced injections. The court read the actual prescription orders. The IM Haldol and Ativan were written `prn-agitation` and given only when he became agitated, so the court called those injections a form of chemical restraint. It counted the daily oral doses as treatment. Then it ruled for the defendants anyway, and the record is the reason. At admission, the court noted, "Dr. Rabun had detailed his observations of Morgan and recorded portions of their conversations." The second injection rested on concrete facts that someone wrote down: a swung pool cue, a torn ping-pong net, and the patient's own statement that he was losing control. What to take from it: the court went by what the orders and notes said. Not by what staff remembered later.

Explained in: Charting a PRN sedative for behavior

Borne v. St. Francis Medical Center

Louisiana Court of Appeal · 1995 #

The plaintiff's nursing expert listed the missing documentation, including one fall that was never charted. The hospital won anyway, because other evidence showed that "although documentation was lacking, the nursing staff actually performed the tasks and had actual knowledge of the incidents." That only worked because witnesses could remember the details years later. A chart entry written the same day does that job more reliably.

Explained in: When the family finds a bruise you did not chart

Montgomery Health Care v. Ballard

Supreme Court of Alabama · 1990 #

A resident died with multiple infected pressure sores. The state survey deficiencies admitted at trial included morning care not consistently documented, incomplete ADL sheets, and turning not documented. Her own chart had the same gaps. It had worse, too: "Her records even contain entries for days before she was admitted to the nursing home." Her daughters said that when they complained, staff told them staffing was inadequate. The jury returned a $2 million verdict, and the court held the survey evidence was properly admitted. Here the evidence included both kinds of problem. Gaps, and entries that couldn't be true.

Explained in: Charting the care you did not get to

Orders, handoffs and other people

Sobalvarro v. Vibra Health Care

California Court of Appeal · 2026 #

A patient who was unable to move or speak alleged sexual assault during a hospitalization where a CNA provided peri care and bed baths. The jury found negligence against the hospital entities. The trial court granted judgment notwithstanding the verdict, and the appellate court reversed. The record included evidence about intimate care assignments, whether patient preferences about male or female attendants were asked, and family observations around closed-door changing

Explained in: Charting Chaperones During Intimate Care

Ravenscraft v. Durrani

Ohio Court of Appeals · 2025 #

The patient signed a consent form saying the surgeon had reviewed the risks. At trial she said the opposite: "While the signed form stated that Dr. Durrani reviewed the risks of the surgery, Ravenscraft testified that he did not tell her about these risks." Her claims included lack of informed consent. The jury found for the patients, and the appeals court affirmed. The signed form didn't settle the question.

Explained in: What Your Witness Signature on a Consent Form Really Says

Martha Mourning, FNP and Kharvar Dar, MD v. George Muns

Texas Court of Appeals, Eastland · 2024 #

A patient self-extubated. A nurse called his medical power of attorney to update her, and a few minutes later he was reintubated. On appeal the only question was whether the patient's expert reports were adequate. The court reversed the denial of the providers' motion to dismiss and sent the case back. So this is not a finding that anyone did anything wrong. Still, describing the record, the court wrote: > However, there is no record that Bittick attempted to obtain consent for Muns to be reintubated. A call to the POA that gives an update but documents no consent conversation leaves a gap. Someone else will fill it in later

Explained in: When Someone Else Says Yes for the Patient

State v. C. E. W.

Court of Appeals of Oregon · 2024 #

A psychiatrist testified about incidents on the unit. Nursing staff had reported most of them to her. The judge made her sort every fact by source: what she saw herself, what she was told out loud, what she read in a report. At one point the judge put it this way: “It’s where did you get that information from. And then what did you do with it?” Your note on a covered dose should answer that same question. Who asked you, what you saw yourself, and what you did.

Explained in: Giving a Med to Someone Else's Patient

Harward v. Urology Clinic of Utah Valley

Court of Appeals of Utah · 2023 #

At an infusion center, the patient got a drug handout and signed a line reading "I have received and understand the instructions in this handout." Through the whole trial, the defense called that paper a consent form. The appeals court threw out the defense verdict and sent the case back for a new trial. The consent-form label, plus the extra jury instructions on consent, could have confused the jury. A signature next to the word understand doesn't show a risk conversation took place.

Explained in: What Your Witness Signature on a Consent Form Really Says

Hummer v. United States

District Court, District of Columbia · 2023 #

This is what a complete consent record looks like. The surgeon documented the risk discussion, alternatives and decision-making capacity in the electronic consent system, and testified to her routine. Among the court's findings: "Plaintiff was lucid and understood the conversation." The government won the bench trial. Notice where that record came from: the provider's side. That's where the risk explanation belongs.

Explained in: What Your Witness Signature on a Consent Form Really Says

Kipfinger v. G.F. Obstetrical

Montana Supreme Court · 2023 #

Read this one as an example of a clean trail. The record let the court lay out the afternoon minute by minute: when the nurse called, when the doctor reviewed the strip (16 minutes later, no change ordered), and when the doctor ordered an urgent cesarean at 4:10 p.m. after a later strip review. The opinion describes the call like this: "At 3:08 p.m., an attending nurse notified Dr. Kuykendall of fetal concerns based on apparent or impending FHR abnormalities indicated by the EFM." The appeal was about whether the plaintiffs' expert testimony was enough. Nursing notes weren't the issue. The Montana Supreme Court reversed summary judgment for the doctor and sent the case back. Every argument in it ran on those timestamps.

Explained in: The fetal heart tracing you called the provider about

E.D., a Minor, by and Through Her Parents, B.O. and D.D., as Next Friends v. Texas Health Care, P.L.L.C. and Timothy J. Jones, D.O.

Texas Supreme Court · 2022 #

The facts here come from the plaintiffs' expert report as the court recites it. They're early-stage allegations, not findings. According to that report, the nurse phoned the obstetrician at 22:29, and the record shows only that she notified him of the patient's condition and that new orders were given. Later, after deep variable decelerations, she charted that she had reviewed the fetal heart tones with physician and interventions done. In the same stretch she charted moderate variability. The court described the expert's report as one that "describes the standard of care as effective communication and close monitoring of the fetal heart rate". The Fort Worth court of appeals had dismissed the claims against the doctor and called the expert's theory speculative. The Texas Supreme Court reversed: the trial court did not abuse its discretion in finding the report adequate. Claims against the nurse and the hospital weren't before either court. The charting point is this. Both courts spent pages arguing about what the doctor would have learned on the 22:29 call. The chart entry for that call couldn't answer it.

Explained in: The fetal heart tracing you called the provider about

In re G.R.

Ohio Court of Appeals · 2022 #

Newborn specimens went to an outside reference lab. The lab's medical director testified about the results. Then came cross-examination: "Johnson-Davis also testified that she did not know if the hospital had properly stored, packaged, or transported the samples prior to the testing by the laboratory." The outside lab speaks for its own part, and that's it. The bedside part is whatever the hospital wrote down.

Explained in: The swab the lab asked for that nobody ordered

People v. Turner

Appellate Court of Illinois · 2022 #

An ED nurse testified at a suppression hearing. Before that, she reviewed the patient's chart and her own notes to refresh her memory. Her timed entries became the timeline the defense and the state fought over: triage at 1:44 a.m., morphine at 3 a.m. and 3:30 a.m., police talking with the patient at 2 a.m. Asked whether she remembered the patient agreeing to let police take his clothing, she answered: “My documentation says that I do, therefore, I would have to say that I did witness that.” Once your memory is gone, your chart is what you fall back on. If your coworker charted your dose, she's the one holding it.

Explained in: Giving a Med to Someone Else's Patient

State v. Adam Rowell

Court of Appeals of South Carolina · 2022 #

Timing mattered here. So did the audit trail, who handled the specimen, and the normal hospital process after the blood sample was challenged

Smith did not remember receiving this sample specifically because of the large number of specimens he regularly tested.

Explained in: When Police Ask for Blood or Records

State v. Garrison

Connecticut Appellate Court · 2022 #

Police questioned a patient on an IV in an ED room for hours. No Miranda warnings. Hospital security and medical staff were in the room for part of it. The appellate court held he was in custody, and one of the coercive pressures it listed was "the restraint the medical attendants imposed on him for purposes of his treatment, and of which the police took advantage". Who was in the room, how long, what kept the patient in bed: all of it mattered. And often you're the only one writing those things down as they happen.

Explained in: The patient who came in with an officer

STATE OF FLORIDA v. ROBERT THOMAS TAVENESE

District Court of Appeal of Florida · 2021 #

This one dealt with emergency room records and toxicology reports sought by subpoena after a DUI-related crash

Finally, we note HIPAA does not prevent the State from subpoenaing relevant medical records in a criminal proceeding, contrary to Respondent’s argument at the hearing.

Explained in: When Police Ask for Blood or Records

Community Health Network, Inc. v. Heather McKenzie and Daniel McKenzie

Indiana Court of Appeals · 2020 #

A medical records coordinator looked up the records of relatives on the other side of a family feud, and other people's too. An anonymous hotline complaint led to an investigation, and the hospital fired her. Then the patients sued her and the health system. The opinion says: "Katrina was strictly prohibited from accessing any patient record without a business need or for personal reasons." The appeal dealt with jurisdiction and employer liability. The court affirmed in part and reversed in part, and parts of the case went forward against the health system.

Explained in: When the patient is someone you know

People v. Deroo

Appellate Court of Illinois · 2020 #

The flip side of Lyons. The record kept two things apart: the treating physician ordered the alcohol test as part of emergency care, and the deputy testified that she did not direct or order the hospital staff to draw the blood. The order source was clear, so that question had an answer. The nurse couldn't remember whether she or a phlebotomist did the draw. But the labeling and verification routine she described held up as a record of how specimens were handled.

Explained in: The swab the lab asked for that nobody ordered

Ruiz v. Killebrew

Utah Supreme Court · 2020 #

The defendants won. The Utah Supreme Court affirmed summary judgment because no expert connected the alleged breaches to the timing of delivery, so the documentation criticism didn't decide the case. It's worth knowing for what the nurses' standard-of-care expert put on the list of seven breaches, right next to the clinical ones: "Failed to document that Killebrew was present and aware of difficulty in obtaining a continuous heart rate tracing." When an expert reviews an L&D chart, a missing notification entry counts the same as a missed intervention.

Explained in: The fetal heart tracing you called the provider about

United States v. Xiulu Ruan

Court of Appeals for the Eleventh Circuit · 2020 #

A criminal case against two pain physicians. The opinion says off-label prescribing of the drugs involved was not illegal. So the government went after the pattern. Most patients getting a drug approved for cancer pain didn't have cancer, and prescribing volume tracked the doctors' financial interests. A government expert testified that "prescribing drugs based on one’s own financial interest is outside the usual course of professional practice." The lesson for your chart: if nothing in it gives a patient-specific reason for the off-label choice, other evidence fills that gap. Nurse practitioners who had worked with the defendants testified at the trial.

Explained in: Charting an off-label prescription so the reasoning shows

State v. Romano

Court of Appeals of North Carolina · 2019 #

The record described an impaired-driving patient, an attempted consent discussion, a blood sample, and later use of hospital medical records

Before accepting the blood sample, Sergeant Fowler attempted to get defendant’s consent to the blood draw or receipt of the evidence, but she was unable to wake him.

Explained in: When Police Ask for Blood or Records

the Medical Center of Southeast Texas, L.P. v. Rachel Ann Melancon

Texas Court of Appeals, 9th District (Beaumont) · 2019 #

This is a 2019 substitute opinion. It replaced the same court's November 2018 opinion, with the same result. The jury put 95% of the responsibility on the obstetrician, who settled, and 5% on the hospital. The trial court entered a $250,000 judgment against the hospital, and the court of appeals affirmed. The appeal turned on expert causation testimony, so don't read it as a hospital losing over a note. What it does show is the labor nurse's thinking about the strip being rebuilt from testimony at trial. Why she went to the charge nurse. Why she didn't go further up the chain. Her own explanation: "We are supposed to let the doctor assess the strip and look at it when we think it’s nonreassuring." A timed note on who looked at the strip, what they decided, and who you escalated to would have given that testimony something on paper to stand on.

Explained in: The fetal heart tracing you called the provider about

Evangel Healthcare Charities, Inc. v. Texas Workforce Commission and Jeneba Isha Bangura

Texas Court of Appeals, 14th District (Houston) · 2018 #

A pediatric home health LVN filed a wage claim for her last six weeks of work. The state workforce agency ruled for her. The trial court upheld that ruling, and the appeals court affirmed. The agency argued that time sheets without matching nurse's notes didn't prove the work. It also alleged she had fabricated time records. That fraud claim stayed an allegation; the court never found it true. On the time sheets themselves, the court pointed out that they carried "the signatures of both Bangura and the patient’s guardian on forms provided by Evangel," and held that this was enough evidence to support the agency's decision. What that means for home care: a parent's signature on your paperwork counts as evidence of what happened on your shift. And the agency reads your shift paperwork closely.

Explained in: Charting Care the Parent Gave During Your Shift

Francis v. Delaware Board of Nursing

Superior Court of Delaware · 2018 #

During a shift-change medication count, a nurse spilled 12 Sovaldi tablets, discarded them into a sharps container, and recorded the disposal on a usage log. The opinion describes a later log update after the tablets were retrieved and returned to the bottle. What the pharmacists knew and how they took part in the decision became disputed issues in the disciplinary proceedings. The Superior Court set the Board’s discipline aside for insufficient evidence, but that was not the end of it. On October 2, 2018 the Supreme Court of Delaware reversed the Superior Court and reinstated the Board’s order: 90 days of probation and training in pharmacology and nursing ethics. It saw no error in the Board’s conclusion that, under those circumstances, “the nurses’ argument that they were just following orders is no defense to their breach of the profession’s standards.” This was a disciplinary appeal, not a ruling on required handoff-note fields. Don’t read it as a clinical recommendation to retrieve or reuse discarded medication.

Explained in: What the handoff note has to carry

People v. Beck

Appellate Court of Illinois · 2018 #

This time the request came from outside. Deputies at a crash scene had 911 dispatch call the emergency department and ask for a blood draw on the patient being brought in. Someone in the ED answered that "we usually always do." The defense raised it in a pretrial motion: was the draw medical, or done because law enforcement asked? When a request comes from outside the care team, your chart is where you show what the specimen was actually collected for, and on whose order.

Explained in: The swab the lab asked for that nobody ordered

Terrell v. Main Line Health, Inc.

District Court, E.D. Pennsylvania · 2018 #

An OR secretary looked up a coworker's phone number twice in the hospital's patient demographic system. Both times she wanted to know whether the coworker was coming in for her shift. A monitoring system flagged it, the manager said there was no work reason, and the secretary was fired. The court granted summary judgment to the hospital. The hospital's sanction guidelines listed this exact thing as an example of a deliberate violation: "[c]hecking on a coworker, family member or neighbor." She meant well. The guidelines counted it as deliberate anyway.

Explained in: When the patient is someone you know

Estate of James Franklin Perry v. Wenzel

U.S. Court of Appeals for the Seventh Circuit · 2017 #

The court reversed a summary judgment, so it read the facts in the plaintiff's favor. Two officers stayed with a patient in custody through ED treatment for seizures. The opinion says his medical record called him "alert and appropriate upon [discharge]". The officers said he couldn't walk by himself and had to be helped into a wheelchair. One officer also said a nurse told him the patient was faking. Two stories, then: one in the chart, one from the bedside. Both got picked apart afterward.

Explained in: The patient who came in with an officer

Grewcock v. Yale New Haven Health Servs. Corp.

District Court, D. Connecticut · 2017 #

A clinical bed manager opened the ED chart of a supervisor's relative and looked at it for less than 20 seconds. She said she was checking bed needs as part of her normal work. Someone requested an audit the next day. It showed fifteen users in that chart. She and a paramedic were fired, and the hospital's stated reason was that she lacked a "bonafide business need." The court didn't endorse the firing. It largely denied the hospital's motion for summary judgment and let her discrimination claims proceed. Two lessons. Audits of familiar names happen fast. And when you're in a chart for a real work reason, you need to be able to show that reason.

Explained in: When the patient is someone you know

Royal ex rel. Mott v. Blanch

Louisiana Court of Appeal · 2017 #

An ER physician testified that he checked a patient's pulse oximetry at triage and never charted it. It wasn't charted, so the medical review panel concluded the test wasn't done. At trial, a physician who had sat on that panel explained not charted, not done like this: if something isn't recorded, "people are going to assume that you didn’t do it." The judgment for the hospital was affirmed. It still took years of litigation and testimony over something one line in the chart would have settled.

Explained in: When a coworker says she gave it but it's not charted

State v. Richard Z.

New York Supreme Court · 2017 #

The drug here was off label (Lupron, used as an antiandrogen), and the patient had been asking for it for years. The court looked hard at the consent conference. It ran about 30 minutes. The psychiatrist leading it had been reassigned to the case only days earlier and had no background in that treatment area. The court concluded the questioning had steered the patient's recorded answers. It also found that this patient was someone who "clearly understands the off-label use of this prescription and its risk." What it means for your charting: a court will read your record of a consent conversation to decide whether it was a real exchange. The patient's own questions and reasoning, written down, are what make that record believable.

Explained in: Charting an off-label prescription so the reasoning shows

United States v. Bikundi

District Court, District of Columbia · 2016 #

This is a Medicaid fraud prosecution against the owners of a home care agency. A jury convicted them, and the court denied their motions for acquittal or a new trial. Among the trial witnesses were Medicaid beneficiaries who admitted taking kickbacks to certify aide timesheets "that falsely indicated the number of hours worked by the PCAs." Nobody's saying your families would do that. The point is narrow: a family member's signature doesn't make a home care record true. When investigators read these records, the line that holds up is the specific one. Who did what, and when.

Explained in: Charting Care the Parent Gave During Your Shift

Watkins v. Central State Griffin Memorial Hospital

Supreme Court of Oklahoma · 2016 #

The record contained conflicting accounts of whether a physician had given an order before an examination. There was no written order for that examination in the chart. The court held that factual disputes involving allegedly withheld information made summary adjudication improper. The ruling concerned the claim deadline and disputed information. It didn't say that a particular read-back phrase would settle an order dispute.

Explained in: Writing down verbal orders and the read-back line

Courtney R. Robbins v. The Trustees of Indiana University and Clarian Health Partners, Inc.

Indiana Court of Appeals · 2015 #

An LPN in her first days at a new job opened the records of a woman she'd had a long personal feud with, plus the records of the woman's children. She opened them 42 times. Then she posted the information online. She admitted going into the records for "personal reasons," pled guilty to a federal charge, and got probation and a fine. The court held that her employers were not vicariously liable for what she did. An extreme case. But it started somewhere ordinary: a patient she knew from outside work, and a login that worked.

Explained in: When the patient is someone you know

Doctors Hospital of Augusta, LLC v. Alicea

Court of Appeals of Georgia · 2015 #

Same case, one level down. The court let the medical battery claim over the March 7 intubation go forward. It reversed on the consent claims for the March 5 surgery. For that one, the agent had agreed by phone and nobody told her the surgery required intubation. About the night of the intubation, the court wrote: > Despite the notation in the progress notes that there was to be no CPR or intubation without calling Alicea, the nurses did not contact Alicea, who had gone home for the night. The limit was charted. Nobody acted on it

Explained in: When Someone Else Says Yes for the Patient

Jeannie Owens v. Missouri State Board of Nursing

Missouri Court of Appeals · 2015 #

A nurse took two muscle-relaxant tablets before driving to work at a correctional center. She got dizzy and backed into a car in the parking lot. The Board revoked her license, writing: "A critical aspect of being a nurse is to be unimpaired and sober at all times." The appellate court still upheld the circuit court's reversal of the revocation. The specific legal ground the Board picked (a DWI plea as a crime of moral turpitude or one related to nursing) didn't fit. So even the Board's own strong words had to stand on the right facts and the right ground.

Explained in: When a coworker seems impaired

Planned Parenthood of the Heartland, Inc. and Jill Meadows v. Iowa Board of Medicine

Supreme Court of Iowa · 2015 #

This one is mostly a constitutional challenge to a board rule, so it matters here only in a narrow way. The opinion describes an off-label dosing regimen that the specialty society accepted as the standard of care. It also describes what the prescriber does before giving the drug: the physician "informs the patient about the medication regime, potential complications, what to expect after ingesting the misoprostol, and answers questions the patient may have." Use that sentence as a checklist for your own note: regimen, complications, what to expect, the patient's questions. (The court later issued an amended version of the same opinion.)

Explained in: Charting an off-label prescription so the reasoning shows

Smith v. Eovaldi

U.S. District Court, S.D. Illinois · 2015 #

This was an early screening order on an inmate's complaint, so everything below is what the plaintiff alleged. No court made findings about it. Per the complaint, an officer told the clinician the inmate had smeared feces on himself. The inmate said it happened during a beating. The opinion recounts that "Dr. Delong noted in the medical record that Smith had spread fecal matter on himself". The clinician wasn't a defendant. The chart entry still landed in the middle of the dispute, carrying one side's version with no attribution.

Explained in: The patient who came in with an officer

Douglas C. Lane v. Emeritus Corporation d/b/a Silver Pines

Court of Appeals of Iowa · 2014 #

A son who lived out of state came for a visit and found his father badly deteriorated. He sued, arguing in part that the residential care facility never told him about the change. The jury found for the facility, and the appeals court upheld the verdict. The court wrote: "We agree the record establishes Lane was not contacted by Silver Pine regarding his father’s condition; however, based upon the testimony, it does not automatically follow that no other family member or legal representative was given notice of Robert’s condition." So the case came down to one question: which person was told. Family aware can't answer that. A name, a relationship and a time can.

Explained in: Charting the Call to the Family When a Resident Changes

Fromer v. Corizon, Inc.

District Court, S.D. Indiana · 2014 #

The court didn't evaluate the charting here. The case is on this list only because the record has a real protocol entry in it. A triage nurse described the infected toes and wrote "Keflex given per protocol" along with the patient teaching. A separate entry notes that the physician approved a nurse's instructions. You can read it and tell what the nurse did under protocol and what the doctor signed off on. That's the separation you want in your own notes.

Explained in: Entering a protocol order under a provider's name without making it look like theirs

University of Kansas Hospital Authority v. Board of Commissioners

Supreme Court of Kansas · 2014 #

The hospital sued a county to pay for a patient's care, arguing he'd been in the sheriff's custody. The court said the county didn't have to pay: the man was not a prisoner committed to or held in the county jail when he was injured and hospitalized. Part of what the court leaned on was what the medical record said about holds. The only police hold in it was from ICE. The court also noted: "While Contreras was in the hospital, there were no guards placed outside his room, and he was not handcuffed or restrained in any way." What the chart said about guards, restraints and holds helped decide who had custody.

Explained in: The patient who came in with an officer

Hendrix v. Maison Orleans I, L.L.C.

Louisiana Court of Appeal · 2012 #

A nursing home resident with end-stage Alzheimer's was on hospice. On March 23 a nurse noticed she was very lethargic and pocketing food. The opinion states: "MOI did not notify Ms. D’Antoni’s family, physician or Hospice of the changes in Ms. D’Antoni’s health status on that date." The next morning she wouldn't open her mouth for food, fluids or medication. Only then did the facility call her daughter and the hospice nurse. The physician got a call later that morning. The trial court gave three reasons for finding the facility liable, and not telling the family about the March 23 change was one of them. On appeal, the court said the trial court got a separate point wrong: hydration. Our excerpt ends before the appeals court rules on notification. Either way, look at the timeline. A full day passed between noticing the change and telling anyone.

Explained in: Charting the Call to the Family When a Resident Changes

State v. Robinson

Ohio Court of Appeals · 2012 #

This was a criminal trial, and the patient was the alleged victim. On the stand she was questioned about what she told hospital staff, when she said it and who was in the room: "She had told the nurse at 7:45 a.m. that she remembered nothing about the night before". Her father was there at the time. By 8:55 a.m. she remembered doing shots. The lawyers compared these timed statements line by line. It's normal for a patient's account to change from one hour to the next. Your job is to get each version down accurately, with the time and who was present.

Explained in: When Your Assessment May Become Evidence · When the Patient Tells You What They Did

Bennie Joe Poteet, II, Individually and by and Through Evelyn Poteet, as Conservator of Bennie Joe Poteet, II v. National Healthcare of Cleveland, Inc.

Court of Appeals of Tennessee · 2011 #

The hospitalist signed a protocol form order for daily sedation interruption. At 4:00 a.m. it wasn't carried out. The physician who wrote the ICU protocol testified that "the ICU nurses had discretion whether or not to follow the order under certain circumstances." He also testified that his later order to taper the sedation superseded the protocol order. The jury found for the nurses and the physician. Look at the questions that came up afterward: which order governed, who decided, and why. A note written at the time answers all three. Nobody has to testify from memory.

Explained in: Entering a protocol order under a provider's name without making it look like theirs

W. Frank Wells Nursing Home v. State, Agency for Health Care Administration

District Court of Appeal of Florida · 2011 #

The opinion drew a distinction between the first verbal order, for an emergency-room mental evaluation, and a later verbal order to transfer the resident to a state hospital. The court set aside the facility’s citation because the undisputed facts didn't establish the cited statutory violation. The scope of that first order mattered: a general mental evaluation wasn't the same instruction as an involuntary examination.

Explained in: Writing down verbal orders and the read-back line

Lark v. Montgomery Hospice, Inc.

Court of Appeals of Maryland · 2010 #

A hospice RN sent management a string of e-mails about coworkers' documentation and narcotic handling problems. Later she was fired. The court held she didn't have to go to an outside board first to bring her whistleblower claim. It also held that once a coworker's repeated violations are reported to a supervisor, the employer's failure to fix them counts as the employer's own act. Her written, dated e-mails sat at the center of the case.

Explained in: When a coworker seems impaired

Teamsters Union Local No. 2 v. C.N.H. Acquisitions, Inc.

Montana Supreme Court · 2009 #

A nursing home fired an LPN. An arbitration panel ordered her reinstated because the home hadn't given the written notice its union contract required. Only in court did the employer raise it, "for the first time, Crest alleged that Hennelly was an impaired nurse," and argue that reinstating her went against public policy. The court enforced the reinstatement. If a concern never gets written down when it happens, it's hard to put on the table later.

Explained in: When a coworker seems impaired

Department of Human Services v. Hale

Hawaii Intermediate Court of Appeals · 2008 #

A neglect investigation involved Foley care, vaginal or perineal monitoring, the resident’s condition on hospital arrival, and documentation. After an administrative hearing, the hearing officer found that the facility did not abuse or neglect the resident. The appellate court reversed the circuit court and held that substantial evidence supported the hearing officer’s determination

Explained in: Charting Chaperones During Intimate Care

Hart v. Celaya

District Court, N.D. California · 2008 #

In a prison setting involving an unclothed body search and decontamination, the record discussed policy, timing, who was present, the search steps, and holding-cell welfare logs. The court granted summary judgment for the defendants

Explained in: Charting Chaperones During Intimate Care

Primes v. State Bd. of Pract. Nurse Examin.

Louisiana Court of Appeal · 2008 #

One of the employer's allegations against an LPN was that "No medications were removed from the pyxis machine, and the medications were not charted." The court found no hearing evidence on that allegation and affirmed the trial court's decision to set aside the Board's suspension. The case still shows how cabinet data and the chart get read together.

January 4, 2000: Mr. Primes was given a written warning for signing that he performed accuchecks, blood cultures, and administered antibiotics when he had not done so.

Explained in: When a coworker says she gave it but it's not charted · When the Write Up Lands on You

Salandy v. Bryk

Appellate Division of the Supreme Court of the State of New York · 2008 #

The surgeon's standing orders called for a postoperative autotransfusion. A resident wrote the order under them, and staff carried it out. The patient's signed refusal of blood products was in the same preoperative packet. Nobody had flagged the conflict between that refusal and the consent form. The appellate court reversed summary judgment against the hospital and sent the question of the hospital's knowledge to a fact finder. So the standing order ran exactly as written. The paper that contradicted it sat right there in the chart.

Explained in: Entering a protocol order under a provider's name without making it look like theirs

Serena Rucker v. St. Thomas Hospital

Court of Appeals of Tennessee · 2007 #

A longtime nurse working as a patient relations coordinator was removed from her job after what the hospital called poor judgment during "an incident involving an allegedly impaired nurse." She sued for retaliatory discharge. The trial court granted summary judgment for the hospital, and the appeals court affirmed. How staff handle a suspected impairment, including who they go to and in what order, can end up being the dispute itself.

Explained in: When a coworker seems impaired

Moriarity v. Rockford Health Systems, Inc. / In re Estate of Darlene Allen

Appellate Court of Illinois · 2006 #

One opinion, listed twice. A physician decided an ED patient wasn't competent to refuse, and blood and urine were taken over her objection. The trial court gave the defendants summary judgment. The appellate court reversed: there were real factual disputes over whether the emergency exception applied. In the court's words, the claim: > Plaintiff claims that defendants failed to obtain consent for the extraction either directly from Allen or indirectly from someone authorized to consent to the treatment for her. A lot of the record came down to what the chart said about her behavior. She walked away. Her speech was slurred. Which orientation questions she answered, and when https://www.courtlistener.com/opinion/3143557/in-re-estate-of-darlene-allen/

Explained in: When Someone Else Says Yes for the Patient

State v. Toomes

Court of Criminal Appeals of Tennessee · 2005 #

The court affirmed an aggravated rape conviction, and the opinion discussed medical records, nursing notes, lab work, the rape kit, and evidence transfer. “Ms. Bullard testified that she was trained to document all of her lab work and activities to establish an accurate chain of custody.”

Explained in: When Your Assessment May Become Evidence

Lesmeister v. North Dakota Workers Compensation Bureau

North Dakota Supreme Court · 2003 #

A coworker reported that an LPN slapped a nursing home resident. The Director of Nursing investigated and wrote that she was "unable to determine" whether it happened. The facility then ended the LPN's at-will employment without cause. When nobody writes down specific, firsthand detail at the time, an allegation about a coworker can easily land at undetermined.

Explained in: When a coworker seems impaired

Kuechle v. Life's Companion P.C.A., Inc.

Court of Appeals of Minnesota · 2002 #

A home care agency fired a nurse with a letter saying she disobeyed a direct order and abandoned a client. Her supervisor and coworkers testified she'd only been asked whether she'd be around for a few minutes. The court didn't treat order versus request as a small detail. It upheld the defamation finding. It also noted the agency never interviewed the nurse herself: "The employer cannot simply rely on accusations made by other employees or on secondhand hearsay with no identified source." What that means for you: write the exact words that were said. Your summary of them won't carry the same weight.

Explained in: When a coworker seems impaired

Lyons v. Walker Regional Medical Center

Supreme Court of Alabama · 2000 #

An ED patient had electrolytes, PT and PTT drawn. The front sheet had a notation crediting the order to a nurse by her initials. From the opinion: "Laurie Hunter testified that she did not order that the electrolytes, PT and PTT specimen be collected." The ED physician testified he never ordered them either. Results came back at panic values after the patient had left, and nobody followed up. The court reversed the summary judgment for the hospital and the nurse and sent the case back. What matters for you is simple. The specimen got collected, and nobody could say who asked for it.

Explained in: The swab the lab asked for that nobody ordered

Rice v. Comm'r Social Security

District Court, D. New Hampshire · 1996 #

This was a federal Social Security case about a young child with serious GI and autonomic problems. The court copied the parties' joint statement of facts into its order word for word. That statement walks through years of visiting nurse notes. One of them records who did a key procedure at home: the child was fed through an NG tube "which the mother inserts in order to provide better feeding and nutrition". A home nurse wrote down, in plain words, that the parent did the task. Years later that line was being read in federal court, in a case that had nothing to do with nursing practice. Your notes travel the same way.

Explained in: Charting Care the Parent Gave During Your Shift

Spragg v. Shore Care

New Jersey Superior Court, Appellate Division · 1996 #

This case involved a male certified home health aide who challenged a home health employer’s gender-based assignment practice tied to female patients refusing male aides. The charting point is simple: when an assignment changes because a patient or family objects to the caregiver, the facts in the record matter.

Explained in: When Bias Changes Who Gives Care

Roberson v. Provident House

Louisiana Court of Appeal · 1990 #

A quadriplegic nursing home resident sued over an indwelling catheter. He said he begged the nurse not to put it in. The nursing notes said something else. According to them, the external catheter was stopped because of irritation and because it wasn't working, and the family had called asking for the internal catheter to come out. One summary described his sister as having over-reacted. The court said some entries were almost illegible. The nurses never told their side in person: "No nurse testified." The notes were the only voice they had. That included one line of opinion about a family member, and the court read it along with everything else.

Explained in: When the Patient Tells You What They Did

Lingham v. Harmon

District Court, D. Maryland · 1980 #

This was a fight over who got a life insurance payout. It had nothing to do with the quality of nursing care. The court had to work out what a dying patient wanted and how her mother behaved, and it relied partly on the nursing notes to do that. Those notes had the patient's own words with times, plus what her mother told the nurse about her. The court wrote: "This attitude on the part of Mrs. Lingham was corroborated by the nurse’s notes which have been cited above." A nurse's exact, timed words helped decide a case that had nothing to do with that nurse.

Explained in: When the Patient Tells You What They Did

Fixing a note, and who sees it

McKenney v. Iowa Physicians Clinic Medical Foundation

Court of Appeals of Iowa · 2025 #

Two printouts of the same wound care referral existed. One listed the urgency as `1-3 Days`, the other as `routine`. The jury found the nurse practitioner not negligent, and the appeals court affirmed. But the patient's motion for a new trial was built largely around those two versions, including a claim that one had been altered and amounted to fraud on the court. One referral, two versions. That became its own fight at trial and again on appeal.

Explained in: You Signed It, and It's Wrong

Dunbar v. Kelly Services, Inc.

Tennessee Workers' Compensation Appeals Board · 2024 #

Years before her workers' comp claim, the employee had signed a hospital form requesting restriction of uses and disclosures of her health information. On it she wrote that she did not want her past history used against her comp injury and asked staff to "keep these records sealed." According to the opinion, her objections to admitting those records at the hearing were overruled. One record that mattered was a triage nurse's note from her ER visit: leg pain for three days, a knot on her foot, no injury noted. Here's the bedside lesson. The signed restriction request didn't make the record go away, and the triage nurse's plain factual entry is what people read later.

Explained in: When the patient asks who else gets to see this record

Nuvasive, Inc. v. Absolute Medical, LLC

U.S. Court of Appeals for the Eleventh Circuit · 2023 #

In a medical-device business dispute, discovery turned up texts sent to a witness while he was testifying in an arbitration. His testimony appeared to match answers suggested in those messages. The district court set aside the arbitration award on fraud grounds. The appellate court affirmed. The lesson is narrow: messages outside the formal proceeding became evidence about what happened inside it. These were employment and business disputes. Neither means that every nursing worksheet, incident report, or secure chat must be disclosed.

Explained in: Your own notes are not automatically private

Rossbach v. Montefiore Medical Center

U.S. Court of Appeals for the Second Circuit · 2023 #

A registered nurse brought employment claims against her hospital and supervisors. One central piece of evidence was an image she said showed text messages from a supervisor. The district court found that she fabricated the messages, testified falsely about how they were created, and failed to preserve evidence to conceal the fabrication. The examination covered the image’s technical characteristics, its metadata, and inconsistencies in her account of the phones involved. The appellate court upheld the dismissal and the sanction against the nurse. It vacated the sanctions against her attorneys and sent that issue back because the wrong legal standard had been applied. This was not a nurse being penalized simply for saving messages. The case concerned fabrication, false testimony, and the handling of original evidence. Keep that distinction clear.

Explained in: Your own notes are not automatically private

Taylor v. Nexion Health at Pierremont, Inc.

Louisiana Court of Appeal · 2022 #

A nursing facility sent an unresponsive 64-year-old to the ER with an 89-year-old patient's chart. The hospital's own note later said: "Patient initially charted and treated based on wrong data." The facility admitted that sending the wrong chart breached the standard of care. The jury awarded $150,000 for lost chance of survival, and the appeals court affirmed. This was more than one stray flowsheet entry, but it went wrong the same way. Clinicians expected this patient's information, found someone else's, and acted on it.

Explained in: You charted on the wrong patient

Erin Reding v. Lubbock County Hospital District d/b/a University Medical Center

Texas Court of Appeals, Seventh District · 2020 #

Reding, an RN, reported concerns about a proposed mandatory on-call policy to the hospital’s legal department after human resources referred her there. The court affirmed dismissal of her Texas Whistleblower Act claim. Under that statute, the internal legal department was not an appropriate law-enforcement authority, and her belief that it qualified was not objectively reasonable. This was an employment-reporting case, not a ruling on bedside charting. The lesson here is narrow: documenting that you went up the internal ladder doesn't automatically give you a separate legal protection. Clinical escalation and statutory reporting protections are different questions.

Explained in: Going up the ladder so it counts

Howell v. Park E. Care & Rehab.

Ohio Court of Appeals · 2018 #

The appellate court reversed and remanded for an in camera review of disputed documents. The bedside lesson is simple: ordinary facility records can become the thing everyone fights over

Documents relative to [L.W.], including nursing home chart, medical records, physician notes, nurse statements and notes, progress notes, documentation of activities of daily living, assessment reports, incident/accident reports, physical therapy, administration of narcotics, dietary records, communications about [L.W.], etc.

Explained in: When the family is recording and taking notes

Upshaw v. Sunrise Community of Tennessee, Inc.

Court of Appeals of Tennessee · 2017 #

A patient was at risk of aspiration. On her feeding record, `2 tsp` appeared to have been changed to `5 tsp`. No line, no initials, no note. The director of nursing reported it as a possible alteration. The state investigator testified that it made him “feel that note was unreliable.” The opinion doesn't establish who made the change. Look at what happened next. Once a number has been overwritten with no explanation, nobody can rely on that record. That includes whoever wrote the correct version.

Explained in: You Signed It, and It's Wrong

Christus Health Gulf Coast d/b/a Christus St. John Hospital, and Christus St. John Hospital v. Alison Davidson

Texas Court of Appeals, Fourteenth District · 2016 #

The opinion describes expert reports that acknowledged some calls and physician read-backs. Those reports also criticized failures to follow up and escalate. The nursing expert’s criticisms included: > Nurses did not timely notify the rapid-response team, nurse manager or nurse director. That was an expert’s allegation summarized in the opinion. It was not a final finding of negligence. The appellate court reversed and remanded because the expert report did not adequately explain causation. Here's the distinction to keep in mind: evidence that some communication happened doesn't tell you what happened when nobody responded or the patient kept deteriorating.

Explained in: Going up the ladder so it counts

Stuckey v. Renaissance at Midway

Appellate Court of Illinois · 2016 #

A nursing home resident was assaulted by another resident, and it went to court. The trial court ordered the facility to produce redacted nurse's notes about the other resident's aggressive behavior. The appellate court reversed and held those records protected under Illinois's mental health confidentiality law. Whether the notes got shared was decided far above the unit. What the nurses wrote was exactly what both sides were fighting over.

Explained in: When the patient asks who else gets to see this record

Placide-Eugene v. Visiting Nurse Service

U.S. District Court, E.D. New York · 2015 #

Not a resignation case. It does show how charting plays out in a workplace dispute. A home-care RN got sent late in the day to a leaking Foley. In that patient's clinical note she wrote up her disagreement with her supervisor, starting with "VN rec’d call from PSM at 3:38 pm who demanded for VN to go to pt’s home after working hrs". According to the decision, her supervisors then "obtained and reviewed the Plaintiffs clinical notes" as part of their investigation. They also checked her recorded visit times against when she'd actually left the area. The court later granted the employer's motion for summary judgment.

Explained in: You Signed It, and It's Wrong · Ask for the days you actually need and get the answer on paper

Grizzell v. United States

U.S. District Court, S.D. Illinois · 2009 #

A surgeon and a physician assistant testified that they had taught the patient pin-site care every day. The court found the surgeon's account not credible, noting that if this happened it was never charted. A nursing addendum, on the other hand, was taken at face value: it stated the patient got Vicodin before discharge and the paperwork went to a paramedic. The court believed the honest, timely addendum. It did not believe the memory that never made it into the chart.

Explained in: You Signed It, and It's Wrong

Maryland Attorney General Opinion (2007)

Maryland Attorney General Reports · 2007 #

Maryland's Attorney General looked at whether patients can opt out of a statewide health information exchange under Maryland's medical records law. The conclusion: a patient could not get care from a participating provider while insisting that "the medical records related to that service be excluded from the HIE." The opinion also said patients should be told about the exchange before services begin. One state, one point in time. But it shows why you don't promise an opt-out at the bedside. What the system allows may not match what the patient expects.

Explained in: When the patient asks who else gets to see this record

Dial v. Cozy Corner Restaurant, Inc.

Court of Appeals of North Carolina · 2003 #

A workers' compensation fight over a waitress's right foot injury. Two days earlier she'd been in the ER after a car accident, and that ER record included a nurse's entry about an ice pack to her right ankle. The entry wasn't hers. The opinion recounts the finding that "this notation was stricken through and a further notation was made that the notation had been entered onto the wrong chart." The Industrial Commission had already put the same entry and correction into its findings, and the appellate court affirmed in part. What this means for you: a one-line wrong-chart entry came back years later, in a dispute about the exact body part it named. Someone read both the stray entry and the correction note, and both ended up in the findings.

Explained in: You charted on the wrong patient

Dailey v. Methodist Medical Center

Court of Appeals of Mississippi · 2001 #

The opinion described alleged events that included a disputed infusion-rate entry and changing explanations to the family after the wrong medication was discovered. The family received reassurance that the medication was harmless, a possible labeling explanation, and a later apology. The appellate court reversed the summary judgments and remanded for trial. It did not make a final finding of liability. This case isn't a nursing-note template. It shows why your note needs to distinguish what was observed, what someone explained, and what was clarified later. A notification statement loses those distinctions.

Explained in: Charting the conversation after a medication error

Your job, not the chart

Chad R. Dubois, Kenneth D. Simmons III, Monica Bentzen, and Lance T. Mendoza v. Anesthesia Associates

Texas Court of Appeals, 9th District (Beaumont) · 2026 #

Four CRNAs signed a covenant covering three years and 20 miles. It came with a liquidated damages clause: "Employee shall pay to Employer $30,000 immediately upon the occurrence of such breach or violation." The appeals court affirmed the temporary injunction. The hospital that wanted to keep them working tried to join the case, and the trial court struck its petition. Later, in a separate proceeding, the same appeals court denied the hospital's mandamus petition. Compare this with the North Carolina case above. The people were similar, but the documents, the states and the results were different.

Explained in: Job Hunting While You Still Have the Badge

Se. Reg'l Physician Servs. v. Scott

Court of Appeals of North Carolina · 2026 #

Two NPs at a cardiology clinic gave the required 90 days' notice and moved to an integrated primary care and behavioral health center. Their covenants barred them from practicing medicine for competing providers. The court found the one-year time limit and the distances reasonable. It still held the covenants overbroad and refused to rewrite them: "This prohibition impermissibly limits Defendants’ abilities to meaningfully engage in their careers."

Explained in: Job Hunting While You Still Have the Badge

UHS of Delaware, Inc. v. Secretary of Labor

Court of Appeals for the Eleventh Circuit · 2025 #

The citation discussed in the opinion included: “Conduct an investigation and debriefing after each act of workplace violence with the attacked and/or injured employee and other involved employees, including root cause or similar analysis, lessons learned, and corrective actions to prevent reoccurrence.”

Explained in: When a patient hits you and the shift keeps going

Kemp v. Regeneron Pharm., Inc.

U.S. Court of Appeals for the Second Circuit · 2024 #

A manager whose daughter was in the hospital got one remote day a week and was steered toward intermittent FMLA leave. The court held that discouraging someone from using FMLA leave can count as interference, even if the leave gets approved in the end. She still lost. She filed too late. On her argument about the company's intent, the court said "Kemp cites no admissible evidence of Regeneron’s intent." Her own sense of what her bosses meant wasn't enough.

Explained in: Your Kid Is Sick and You Are on the Schedule

Linson v. Ohio Dept. of Rehab. & Corr.

Ohio Court of Claims · 2024 #

This nurse’s leave history was part of the written record: Why you care: if you submit the paperwork and the employer approves it, keep that approval. People may need it later to piece together what happened.

Plaintiff submitted all the appropriate Family Medical Leave Act (FMLA) paperwork when necessary and Defendant approved every request.

Explained in: Family leave without leaving a hole in your record

Mahoney-Offi v. Great Expressions Dental Ctrs.

Ohio Court of Appeals · 2024 #

This one involves a partner, not a child. An employee asked HR about FMLA leave and requested the paperwork. Later she texted her manager at 7:55 a.m. asking to leave early. About half an hour later she was fired. The appeals court reversed the dismissal of her case and held that "inquiry about possible FMLA leave constitutes a protected activity under the FMLA." So ask. And ask somewhere that leaves a record.

Explained in: Your Kid Is Sick and You Are on the Schedule

Vincent Agbemehia v. Delaware Board of Nursing

Superior Court of Delaware · 2024 #

His Delaware application left out an earlier probation from the Pennsylvania Board of Nursing, and it had incorrect education information. At the hearing, his attorney suggested he may not have understood that "probation counts as discipline." The Board didn't find his explanations for the wrong answers credible. It pointed out that the Pennsylvania discipline had itself been about incorrect entries in patient records. It annulled his Delaware license for fraud in obtaining it, and the court affirmed. His case involved a lot more than one missed checkbox. The lesson still applies: I didn't know it counted is an argument boards hear, and they're free to reject it.

Explained in: How to answer the discipline question on a nursing license application

Dr. Safadi & Assocs., Inc. v. McColley

Ohio Court of Appeals · 2023 #

A nurse practitioner at an allergy practice took an ENT job. Before accepting, she emailed the new clinic's HR, attached her non-compete and wrote that her attorney wanted to know how they planned to handle it, "I am directly liable for any breach of the non-compete clause." Her old employer sued anyway. A temporary restraining order kept her from starting on schedule. She won in the trial court, and the appeals court affirmed. Her texts with a coworker about the job search are quoted in the opinion.

Explained in: Job Hunting While You Still Have the Badge

Schwenzfeier v. St. Peter's Health Partners

Appellate Division of the Supreme Court of the State of New York · 2023 #

Nursing notes were compared with provider observations during review of the patient’s hospital course

Although there was a discrepancy between the nursing notes and Price's observations of decedent during her initial consult

Explained in: Your Name Is on the Lawsuit

Shahnaz Poursaied v. Tennessee Board of Nursing

Court of Appeals of Tennessee · 2021 #

The Tennessee court affirmed the chancery court in a reciprocal license discipline case. The written statement to the travel nurse agency was one of the materials introduced in the administrative proceeding.

The Department proceeded by introducing into evidence a certified copy of the CA Board’s administrative order revoking Ms. Poursaied’s California registered nurse license, an unsworn written statement from Ms. Poursaied to her travel nurse agency defending herself against the California charges, and affidavits from two administrative directors for the Board.

Explained in: When Risk Management Asks You for a Written Statement

David v. Queen of the Valley Medical Center

California Court of Appeal · 2020 #

A registered nurse brought meal, rest, off-the-clock charting, and rounding claims. The court affirmed summary judgment for the hospital. The opinion describes the hospital’s missed-break process this way: “An employee who misses a meal or rest period must complete an “edit” or “correction” sheet, so QVMC can pay the employee a one-hour premium.”

Explained in: The break you didn’t get and the pay you didn’t see

Lyons Insurance Agency, Inc. v. Kelly Wark

Court of Chancery of Delaware · 2020 #

Also not healthcare. She was an insurance agent. A former client found her at her new job and asked her to bid. She said no because of her non-compete and stayed out of the process until her old agency had already been eliminated. Her contract made her pay if a client followed her, whether or not she'd done anything to bring them over. On these facts the court held that payment clause unenforceable: "This provision is untethered to any competitive acts by the former employee." It also called the non-compete itself presumptively valid. Her record was clean because she stepped back carefully and documented it.

Explained in: Job Hunting While You Still Have the Badge

Stubbs v. ICare Management, LLC

Connecticut Appellate Court · 2020 #

A CNA said she had been told not to report because the facility was overbooked with CNAs. The appellate court allowed parts of her employment claims to continue because there were factual disputes, including what happened around the alleged no call/no show Practical point: if someone tells you not to come in, get the name, role, and confirmation that this is a facility cancellation, not your call-out.

She testified that she had received a phone call from one of the defendants’ employees, whom she could not identify, telling her not to report to work on those dates because the defendants were overbooked with CNAs.

Explained in: Calling Out Without Giving Them a Write-Up to Build

Matson v. Sanderson Farms, Inc.

District Court, S.D. Texas · 2019 #

The record included FMLA certifications, approval documents, return-to-work letters, and email. One item in the record was: Why you care: leave paperwork, provider letters, and email trails are not background noise. They become the timeline.

documents showing that Sanderson Farms granted Matson's FMLA leave

Explained in: Family leave without leaving a hole in your record

W.L. Ives, M.D. v. BPOA

State Board of Medicine, Commonwealth Court of Pennsylvania · 2019 #

Why it matters here: transfer-of-care facts mattered, even outside nursing. If care was handed off, the record should say that plainly.

Dr. Kauffman did not know that Dr. Ives transferred Patient’s care in the ICU to another physician only because he had been called to an emergency at another hospital.

Explained in: Not Showing Up Is Not Patient Abandonment

Bangura v. Shulkin

D.D.C. · 2018 #

The employer's records showed a termination in 2015. She said she'd left a year earlier: "Plaintiff disputes the validity of the termination because she alleges she was constructively discharged on or about June 8, 2014." So there were two versions of when and how she left, and they ended up fighting over which was right.

Explained in: Telling them you're leaving

Great Lakes Anesthesia, P.C. v. Kyle O'Bryan and Megan O'Bryan

Indiana Court of Appeals · 2018 #

A married CRNA couple signed agreements with fine print worth reading slowly. One clause said that if they violated the covenant, "the duration of the covenant will automatically be extended to include the period of violation." Another made the losing side pay the winner's attorney fees. They asked to be released, and the employer said no. So they resigned effective immediately and sued the same day. The appeals court affirmed the denial of the employer's request for a preliminary injunction.

Explained in: Job Hunting While You Still Have the Badge

Haley v. Hospital Service District of West Feliciana Parish, District Court

M.D. Louisiana · 2018 #

The record included written complaints about pay and promotions, plus later agency filings. The court granted part and denied part of the hospital’s summary judgment motion. The decision states: “Plaintiff also filed a written complaint of racial and age-based discriminatory pay and denial of promotions with Chastant on May 28, 2014.”

Explained in: How to write a factual HR complaint without putting it in the patient chart

Nielson v. SwedishAmerican Hospital

Appellate Court of Illinois · 2017 #

Three nurses wrote quality control reports after a surgical injury. The reports went through risk management and later ended up in a discovery fight in litigation. The decision text described a hospital policy stating that a “QCR may serve as a report to legal counsel to assist in the defense of a lawsuit or claim.”

Explained in: When Risk Management Calls You In to Just Talk

Smith-Megote v. Craig Hospital

U.S. District Court, D. Colorado · 2017 #

A hospital employee was on approved FMLA leave to care for her mother overseas. Her mother died early in the leave. She stayed abroad for weeks and went on to visit her sister, "without any notice to Craig." The hospital fired her, and the court ruled for the hospital. If your situation changes during leave, tell your employer.

Explained in: Your Kid Is Sick and You Are on the Schedule

Tracy Wink v. Miller Compressing Company

U.S. Court of Appeals for the Seventh Circuit · 2017 #

A mother had approved intermittent FMLA leave for her autistic son. She was told to report full time in the office, with one weekend to find daycare. HR, according to the court, "told her falsely that the FMLA covers leave from work only for doctors’ appointments and therapy." The jury found retaliation, and the appeals court upheld the verdict. So what HR tells you out loud can be wrong. Get it in writing.

Explained in: Your Kid Is Sick and You Are on the Schedule

Martinez v. State Board of Nursing

Hawaii Intermediate Court of Appeals · 2016 #

The charge about her Hawaii license application was withdrawn. The hearing officer had first read that form's question as asking only about current investigations or pending discipline. That alone shows how much the exact wording matters. The case went forward on two other points. The first was what she left off a staffing agency's job application: her other state licenses and the discipline against them. The second was that she didn't report the out-of-state discipline to the Board. The Board suspended her Hawaii license for three years, and the circuit court affirmed. Applications to employers and staffing agencies count too.

Explained in: How to answer the discipline question on a nursing license application

Myers v. Marietta Memorial Hospital

District Court, S.D. Ohio · 2016 #

Nurses challenged an automatic meal deduction policy. The court granted conditional collective action certification early in the FLSA case. One affidavit statement in the opinion said: “I do not recall a single day in the last three years when I was able to take a full 30-minute meal break free from all my job duties.”

Explained in: The break you didn’t get and the pay you didn’t see

De Los Santos Rojas v. Hospital Español De Auxilio Mutuo de Puerto Rico, Inc.

District Court, D. Puerto Rico · 2015 #

A registered nurse reported national-origin harassment in a written statement to her supervisor, and the court denied the hospital’s summary judgment motion. The decision notes: “On March 6, 2012, Plaintiff provided a written statement to Defendants, through Gradin, describing harassing and discriminatory treatment by her coworkers.”

Explained in: How to write a factual HR complaint without putting it in the patient chart

Infinity Home Care, L.L.C. and Sylvie Forjet v. Amedisys Holding, LLC

District Court of Appeal of Florida · 2015 #

An RN working as a care transition coordinator went to a competing home health agency. "She immediately began soliciting referral sources that had previously referred business to Amedisys." She testified that she understood her covenant to cover only contacts she first made at Amedisys. In her reading, people she'd known for years were outside it. The appeals court affirmed the temporary injunction. This is the opinion on rehearing. An earlier August 2015 opinion in the same appeal came out the same way.

Explained in: Job Hunting While You Still Have the Badge

Jeffrey E. Duermitt v. Odyssey Healthcare, Inc. (mem. dec.)

Indiana Court of Appeals · 2015 #

A hospice executive director (not a nurse) had signed a non-compete and a confidentiality agreement. Before he left, he "used his Odyssey email account to transmit a number of Odyssey documents to his personal email account". Those documents included referral-source agreements, a growth plan and market data. On the day he was let go, he sent a competitor his resume along with his sites' revenue figures. The appeals court affirmed a preliminary injunction against him. It's a memorandum decision, so it isn't precedent. The facts still make a clear list of what not to take.

Explained in: Job Hunting While You Still Have the Badge

Marvin Mead v. Charles Palmer

Court of Appeals for the Eighth Circuit · 2015 #

A nurse was one of the named defendants, and the record included nursing notes and health-service requests

The defendants’ appendix included transcripts of the depositions of Mead and dentist Timothy DeStigter; Mead’s dental records; and CCUSO documents, including Mead’s account statement, nursing notes, and a health-services request from Mead.

Explained in: Your Name Is on the Lawsuit

Socko, D. v. Mid-Atantic Systems of CPA, Inc. Aplt

Supreme Court of Pennsylvania · 2015 #

This one isn't healthcare. A waterproofing salesman signed a stricter non-compete partway through his job and got no new benefit for signing it. When he moved to a competitor, his old employer sent the agreement to the new one. "Ten days later, Pennsylvania Basement Waterproofing terminated Socko’s employment." He sued, and Pennsylvania's highest court affirmed that the agreement was unenforceable for lack of consideration. For you, the point is that the date you signed each paper can matter. Keep copies that show it.

Explained in: Job Hunting While You Still Have the Badge

Nurse v. Lutheran Medical Center

District Court, E.D. New York · 2012 #

The court described a workplace dispute where written accounts became part of the record: “Both plaintiff and Ms. Garcia wrote to Ms. Schwimer, Ms. Daisley, and others relaying their version of the events.”

Explained in: When the Write Up Lands on You

Ruby Clinkscale v. St. Therese of New Hope

Court of Appeals for the Eighth Circuit · 2012 #

Why it matters here: the employer’s wording became part of the later record. The cleaner your timeline, the less room you leave for vague labels.

On October 22, 2010, St. Therese registered a complaint regarding Clinkscale with the Minnesota Board of Nursing, alleging that Clinkscale had "refused work assignment & walked out."

Explained in: Not Showing Up Is Not Patient Abandonment

Wegelin v. Reading Hospital & Medical Center

U.S. District Court, E.D. Pennsylvania · 2012 #

A hospital technician assistant needed time off to find new daycare for her daughter, who has special needs. She didn't come back on the date the hospital set, and she was fired. The hospital asked the court to end the case early. The court refused. There were real factual questions about the child's condition and whether the mother was needed to care for her, so the case went forward. One fact nobody argued about: "It is undisputed that she notified her supervisor that she needed time off to find a new daycare." She told them. That part was never in question.

Explained in: Your Kid Is Sick and You Are on the Schedule

Trierweiler v. Wells Fargo Bank

U.S. Court of Appeals for the Eighth Circuit · 2011 #

A bank teller had a run of absences, including a day home with a sick child, and was told she couldn't miss any more. Then her supervisor left her an unclear voicemail. She took it to mean she was fired, turned in her keys and left. The court ruled against her, partly because she never contacted HR and "never asked for clarification of what Maynard had meant during the May 11 meeting or later phone message." One question, asked in writing, could have changed the record.

Explained in: Your Kid Is Sick and You Are on the Schedule

Tayag v. Lahey Clinic Hospital, Inc.

U.S. District Court, D. Massachusetts · 2010 #

A hospital employee had a history of approved intermittent FMLA leave to care for her husband. This time she left for a seven-week trip before her new leave request was approved. The hospital sent letters and left phone messages asking her to get in touch. She didn't answer. She was terminated, and the court ruled for the hospital. In the court's words: "Lahey did not know she had gone to the Philippines at all."

Explained in: Your Kid Is Sick and You Are on the Schedule

Cranford v. Louisiana State Board of Practical Nurse Examiners

Louisiana Court of Appeal · 2008 #

The opinion describes a facility investigation with a written statement, interviews, a facility report, the nurse’s written narrative, and objective information such as a blood glucose reading. The Board revoked the LPN license. The appellate court affirmed the trial court’s decision upholding the Board.

L.P.N. Stacey Lowery made a formal written statement against Ms. Cranford, on the basis of which Ms. Ainsworth conducted an investigation.

Explained in: When Risk Management Asks You for a Written Statement

Christin M. Johnson, LPN v. Tennessee Board of Nursing

Court of Appeals of Tennessee · 2007 #

She pleaded guilty to two felonies and was placed on judicial diversion. Three months later, she didn't circle Yes on the renewal question about convictions. The Board revoked her license, imposed a $1,500 civil penalty, and listed "falsification of renewal application" among its reasons. Her argument was that diversion meant she had never been convicted. The Court of Appeals reversed. The record didn't show that the Board had followed its rule for deciding a case by default after its notices came back undelivered. So the ruling was about notice. It didn't say her No was correct. A renewal address that doesn't receive mail is a separate problem of its own.

Explained in: How to answer the discipline question on a nursing license application

Miller v. Tennessee Board of Nursing

Court of Appeals of Tennessee · 2007 #

Why it matters here: the nurse had already accepted patient responsibility. That is different from never coming in and never taking report.

There is no dispute that Ms. Miller accepted the obligation to care for four to five patients when she reported for work at Cookeville Regional Medical Center’s med/surg unit.

Explained in: Not Showing Up Is Not Patient Abandonment

Nurse BE v. Michael Chaparro, M.D.

11th Cir. · 2007 #

A nurse resigned and said the hospital's investigative report was part of why. A footnote held that reason up against her timeline: "O’Brien had already accepted a job with another hospital on December 19, 2003, before she had reviewed the results of the investigative report on December 31." Another footnote pointed out what her October 2003 letter to her supervisor did not mention. The appeals court reversed the judgment in her favor. For you the takeaway is narrow: they read the dates and the letters closely.

Explained in: Telling them you're leaving

Roark v. Pocahontas Nursing & Rehabilitation

Court of Appeals of Arkansas · 2006 #

A CNA had previously requested days off, later returned on light duty, and was terminated after a no call/no show dispute. The court affirmed the Commission’s decision Practical point: a prior request-off note may not protect you if your assignment, supervisor, or return-to-work status changed.

Roark acknowledged that there was a rule that required employees to call into work at least two hours beforehand if they were going to be absent

Explained in: Calling Out Without Giving Them a Write-Up to Build

Whitlow v. Visiting Nurse Ass'n of Western NY

District Court, W.D. New York · 2005 #

The record shows that "She remained out of work on disability leave until she resigned from the VNA effective July 15, 2002". The case was built around that date. The court granted the employer's motion for summary judgment.

In a memorandum dated May 7, 2001, the VNA notified plaintiff that her request for intermittent FMLA leave had been approved, subject to medical re-certification every thirty days

Explained in: Family leave without leaving a hole in your record · Telling them you're leaving

Becton Dickinson and Co. v. Usrey

Court of Appeals of Texas · 2001 #

This case involved Texas health care workers who had needlesticks and sought reimbursement for post-needlestick testing costs. The proposed class definition partly depended on whether the stick was recorded close to when it happened.

Reported the stick as shown by an accident report, medical record, or other record kept at or within a reasonable time after the stick occurred.

Explained in: You Got Stuck and the Clock Started

Ex Parte Alabama Board of Nursing

Supreme Court of Alabama · 2001 #

Her license had been revoked after a felony and then reinstated on a 24-month probation. She took a second job without notifying the Board and left it out of her self-reports. In the hearing officer's words, she failed to disclose it in "self-reports mailed to the Board after she began working at the facility". The Board revoked the conditional license. A concurring justice, agreeing with the main opinion, found that this choice of sanction was not an abuse of discretion. Your duty to disclose continues after the application.

Explained in: How to answer the discipline question on a nursing license application

Babich v. Waukesha Memorial Hospital, Inc.

Court of Appeals of Wisconsin · 1996 #

A patient was punctured by a needle left in hospital linens. The court’s discussion turned on what people knew, and did not know, about the needle and the possible source of contamination.

While Pamela Babich was a patient at Waukesha Memorial Hospital, Inc., she was stuck with a hypodermic needle that was mistakenly left in her bed linens.

Explained in: You Got Stuck and the Clock Started

Barrett v. Danbury Hospital

Supreme Court of Connecticut · 1995 #

This was a blood-exposure case, not a staff needlestick case. Still useful for charting habits. The record included an expert criticism that the chart missed timing and skin-condition details.

failed to include the times the rectal exams were done and did not contain a description of the patient’s buttocks, particularly whether it was examined for fissures or scratches.

Explained in: You Got Stuck and the Clock Started

New decisions get added here

New decisions are added as new articles are written. Once a month we send what turned up and what it changed. Nothing else.

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Where these came from

All of them are on CourtListener, which publishes court opinions in full and for free. They were found by searching for nursing records and read one at a time. Where only the docket entry was available and not the opinion, the case is not here at all. A decision nobody can open is not evidence. It is a citation.

Each case sits under the charting question it answers. If you came here because something already happened on your shift, start with the guide itself. The decisions are the footnotes; the articles are what to do.

Not legal advice. Your board, your state and your facility policy are what bind you. Written by a med-surg RN, ten years, day shift. Why there is no name on it. Our summaries are licensed CC BY 4.0; the decisions themselves are public court records.