When the Note Doesn’t Fit: Social Workers Documenting in the Electronic Health Record on Integrated Health Teams

A qualitative study was conducted to understand how social workers document their work in the electronic health record (EHR) in integrated primary care settings. Three themes emerged from the analysis of the focus groups: 1) considerable variability in where and how social workers document their practice within the EHR; 2) EHR functions are not designed for social work practice; and 3) EHR documentation practices as helpful for demonstrating social workers’ contributions to other integrated care team members. Education, training, and EHR adaptations are needed as social workers and other nontraditional healthcare providers continue to partake in team-based service delivery, especially in integrated primary care.

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Publication Details

Journal
UNC Libraries
Published
2025-02-15
DOI
https://doi.org/10.17615/6mrk-mj92
Primary Topic
Social Work Education and Practice
Type
article
Field-Weighted Citation Impact
0.00

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article

When the Note Doesn’t Fit: Social Workers Documenting in the Electronic Health Record on Integrated Health Teams

Erica L. Richman, Lisa de Saxe Zerden, Brianna M. Lombardi, Ting Guan
UNC Libraries
Social Work Education and Practice
article

When the Note Doesn’t Fit: Social Workers Documenting in the Electronic Health Record on Integrated Health Teams

Erica L. Richman, Lisa de Saxe Zerden, Brianna M. Lombardi, Ting Guan
article en

Abstract

A qualitative study was conducted to understand how social workers document their work in the electronic health record (EHR) in integrated primary care settings. Three themes emerged from the analysis of the focus groups: 1) considerable variability in where and how social workers document their practice within the EHR; 2) EHR functions are not designed for social work practice; and 3) EHR documentation practices as helpful for demonstrating social workers’ contributions to other integrated care team members. Education, training, and EHR adaptations are needed as social workers and other nontraditional healthcare providers continue to partake in team-based service delivery, especially in integrated primary care.

UNC Libraries
University of North Carolina at Chapel Hill (US)
U.S. Department of Health and Human Services, Health Resources and Services Administration
Openalex Percentile: Top 59%
Social Work Education and Practice
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When the Note Doesn’t Fit: Social Workers Documenting in the Electronic Health Record on Integrated Health Teams — Erica L. Richman, Lisa de Saxe Zerden, et al. · UNC Libraries (2025) | TGRS Research Map | TGRS