Code Status Discussion Note: Documenting Goals of Care
Introduction: Understanding the Code Status Discussion Note Template
In the complex landscape of modern healthcare, effective communication and meticulous documentation are paramount. Among the most critical aspects of patient care is the Code Status Discussion, a conversation between healthcare providers, patients, and their families regarding medical interventions in the event of a life-threatening emergency, such as cardiac arrest or respiratory failure. This discussion culminates in a Code Status Discussion Note Template, a standardized document designed to capture the patient's preferences, values, and goals of care concerning resuscitation and other life-sustaining treatments.
This template serves as a vital tool, ensuring that patient autonomy is respected and that medical decisions align with their wishes. It moves beyond a simple 'Do Not Resuscitate' (DNR) order, delving into the nuances of what a patient considers a meaningful quality of life and what interventions they would or would not accept. By providing a structured framework, the template facilitates a thorough exploration of these sensitive topics, ensuring that all relevant information is gathered and recorded accurately.
Why a Standardized Template is Essential
The implementation of a standardized Code Status Discussion Note Template offers a multitude of benefits that extend to patients, families, and healthcare providers alike. Its importance lies in its ability to transform a potentially fraught and ambiguous conversation into a structured, transparent, and compassionate process.
Enhancing Patient Autonomy and Centered Care
The primary benefit of a structured template is the empowerment of the patient. It ensures that their voice is not only heard but also accurately documented and respected. By guiding the conversation through various scenarios and treatment options, the template helps patients articulate their wishes with greater clarity. This process of shared decision-making fosters a sense of control and dignity, ensuring that the care provided is a true reflection of their values.
Improving Clarity and Reducing Ambiguity
In the absence of a standardized format, code status documentation can be inconsistent, incomplete, or open to interpretation. This ambiguity can lead to confusion and conflict among the care team and with the family, especially in high-stress situations. A template provides a clear and consistent framework, ensuring that all critical components of the discussion are addressed and documented in a uniform manner.
Facilitating Difficult Conversations
Discussing end-of-life care can be emotionally challenging for everyone involved. A template provides a roadmap for healthcare providers, helping them navigate these sensitive conversations with confidence and compassion. It prompts them to cover all necessary points, from explaining the medical realities of resuscitation to exploring the patient's personal values and fears.
Ensuring Legal and Ethical Compliance
Thorough documentation of goals of care discussions is a legal and ethical imperative. A standardized template ensures that all necessary elements of informed consent are met and documented. This includes confirming the patient's capacity to make decisions, identifying a surrogate decision-maker if needed, and detailing the specifics of the conversation.
Streamlining Clinical Workflow and Communication
In a fast-paced healthcare environment, efficiency is key. A standardized template streamlines the documentation process, saving valuable time for clinicians. It also improves communication and coordination among the interdisciplinary care team. When a patient's code status is clearly and consistently documented, all members of the team are on the same page.
Key Components of a Comprehensive Code Status Discussion Note Template
A robust Code Status Discussion Note Template is more than just a checkbox form; it is a comprehensive document that captures the essence of a patient's values and preferences. Essential components include:
Patient and Surrogate Information
Identifying the patient and their designated surrogate decision-maker, including demographics and contact information.
Assessment of Decisional Capacity
Documenting the patient's ability to understand their medical condition and make informed decisions, or the basis for surrogate authority if capacity is impaired.
Summary of Medical Condition and Prognosis
Providing a clear, jargon-free explanation of the patient's current health, prognosis, and illness trajectory.
Discussion of Resuscitation and Life-Sustaining Treatments
Detailing what CPR, mechanical ventilation, artificial nutrition and hydration (ANH), and other interventions entail, along with realistic outcomes and potential complications.
Exploration of Patient's Values, Goals, and Preferences
Documenting what constitutes a meaningful quality of life for the patient, their fears, hopes, spiritual beliefs, and preferences for care in various hypothetical scenarios.
The Final Code Status Order
Clearly stating the patient's decision (e.g., Full Code, DNR, Limited Interventions) and any specific limitations or preferences.
Complete Template Example

Automation in Goals of Care Documentation with HealOS
The meticulous nature of code status discussions and goals of care documentation, while critical, can be time-consuming and prone to human error. This is where advanced AI-powered solutions, such as those offered by HealOS, can revolutionize the process, enhancing efficiency, accuracy, and compliance. By integrating intelligent agents into the workflow, healthcare providers can streamline documentation, improve communication, and ensure that patient wishes are consistently honored.
Clinical Documentation
Clinical Documentation Agent: HealOS agents can automate the creation and management of clinical notes, ensuring that all aspects of the code status discussion, including patient preferences, medical context, and final decisions, are accurately captured and stored in the patient's electronic health record. This reduces the burden on clinicians and minimizes the risk of incomplete or inconsistent documentation.
AI Medical Scribe
AI Medical Scribe: During the actual code status discussion, an AI Medical Scribe can listen to the conversation and automatically generate a draft of the discussion note. This real-time transcription and summarization capability ensures that no critical details are missed and that the note accurately reflects the dialogue between the provider, patient, and family.
EHR Interoperability
EHR Interoperability Agent: Seamless integration with existing Electronic Health Record (EHR) systems is crucial. HealOS EHR Interoperability agents ensure that code status documentation, once finalized, is immediately and accurately updated across all relevant patient records. This guarantees that all members of the care team have access to the most current information.
Patient Data Management
Patient Data Management Agent: Effective management of patient data is essential for personalized care. HealOS Patient Data Management agents can centralize and standardize patient information, including advance directives and code status preferences, making it easily accessible and ensuring consistency across different care settings.
Prior Authorization
Prior Authorization Agent: While not directly related to the discussion itself, certain life-sustaining treatments or palliative care options may require prior authorization. HealOS Prior Authorization agents can automate the submission and tracking of these requests, ensuring that necessary approvals are obtained efficiently.
Automated Workflow: Code Status Discussion and Documentation
Integrating HealOS AI agents into the goals of care workflow creates a seamless, patient-centered experience:
- Patient Admission/Status Change: The need for a code status discussion is identified based on clinical status or facility protocols.
- Information Gathering: The Patient Data Management Agent identifies any existing preferences or advance directive history.
- Discussion Initiation: The clinical team begins the conversation with the patient and family.
- Real-time Scribing: The AI Medical Scribe Agent transcribes the discussion, capturing key quotes and preferences verbatim.
- Review & Finalization: The provider reviews the auto-generated note and finalizes it.
- EHR Storage: The Clinical Documentation Agent stores the finalized note in the EHR.
- System-wide Update: The EHR Interoperability Agent updates the code status across all hospital systems.
- Active Care Honoring: All care teams are alerted, and the patient's goals are actively honored during their stay.
Frequently Asked Questions (FAQs)
Q: What is the difference between 'DNR' and 'DNI'?
'DNR' (Do Not Resuscitate) means no chest compressions or shocks if the heart stops. 'DNI' (Do Not Intubate) means no breathing tube if the patient cannot breathe on their own. A patient can be DNI but still Full Code for cardiac arrhythmia, though rare.
Q: What does 'Full Code' mean?
It means all appropriate medical interventions will be attempted to save the patient's life, including CPR, ventilation, and ICU care. It is the default status for all patients unless an order states otherwise.
Q: Can a family member override a Code Status?
If the patient has decision-making capacity, their word is final. If they lose capacity, their legal surrogate makes decisions, which should align with the patient's previously expressed wishes, not necessarily what the family wants for themselves.
Q: How often should Code Status be discussed?
Ideally upon every hospital admission, before any major surgery, or whenever there is a significant change in the patient's clinical condition (e.g., metastatic disease progression).
Q: What is an 'Allow Natural Death' (AND) order?
It is a synonym for DNR, often used because it frames the order in positive terms (allowing peace) rather than negative terms (denying treatment).
Q: What is a MOLST or POLST?
Medical Orders for Life-Sustaining Treatment. Unlike a generic DNR, this is a bright pink/green medical order form that travels with the patient across care settings (home, ambulance, hospital).
Q: Should I document if the family disagrees?
Yes, documenting conflict is crucial. Note who disagreed, the specific objections, and any ethics consults or palliative care meetings scheduled to resolve it.
Q: How do HealOS agents help?
They can retrieve old advance directives from different EHR systems instantly and act as a scribe during the family meeting to capture the conversation word-for-word.
Q: Can I be 'Partial Code'?
Generally, partial codes (e.g., 'Drugs but no compressions') are discouraged as they are often medically ineffective, but patients can specify limitations like 'Trial of intubation for 48 hours only'.
Q: What happens if no code status is documented?
In an emergency, the team must presume 'Full Code' and attempt resuscitation.
Empowering Patient-Centered Care with HealOS
The Code Status Discussion Note Template is an indispensable tool in modern healthcare, bridging the gap between medical possibilities and patient preferences. By standardizing these critical conversations, we ensure that every individual's values are respected, their autonomy upheld, and their end-of-life wishes clearly documented. The integration of advanced AI solutions, such as those offered by HealOS, further elevates this process, transforming it from a potentially burdensome task into a streamlined, efficient, and highly accurate workflow.
HealOS AI agents empower healthcare providers to focus on what truly matters: compassionate, patient-centered care. From automating documentation to ensuring seamless data flow across systems, these intelligent tools enhance the quality and consistency of code status discussions, ultimately leading to better outcomes and greater peace of mind for patients and their families.