Safeguarding modern midwifery

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Centered on CNM/CM best practice and the liability exposures inherent in contemporary clinical work.

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These articles translate CNM/CM standards, legal doctrine, and hospital culture into actionable guidance so clinicians and counsel can navigate modern liability without sacrificing care.

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Responsible CNM/CM care and informed legal strategy demand clarity on designations, standards, and how hospital expectations shift from unit to unit.

We outline how negative assumptions, corporate metrics, and knowledge gaps erode public trust and distort courtroom narratives.

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Content focuses on CNM/CM hospital work—where role creep, policy churn, and inconsistent onboarding create hidden exposure.

Attorneys and administrators get primers that distinguish licensure pathways, scope boundaries, and why those differences matter in discovery.

Who this serves

  • CNMs/CMs reconciling bedside realities with evolving standards of care.
  • Hospital leaders repairing cultures of care and aligning policy with safe practice.
  • Attorneys, risk teams, and patients who need a grounded view of each midwifery designation.

June 24, 2025

Responsible Documentation of Patient Care: Avoiding Legal Risk Part II

Updated January 12, 2026

abdulai Sayni                                                           unspl img
Photo by abdulai Sayni on Unsplash

Methods of Documentation

Affirmative Duty Documentation:

- Complications and emergencies requiring management by the health care team, if one exists.

- Timely and appropriate action of the care team.

- Identification of personnel contacted, their title, data reported, changes in patient status, what was requested, and outcome.

Problem-Oriented Documentation:

- Care team creates a problem list

Narrative Documentation:

- The ongoing patient assessment, data coming in, interventions undertaken, and the patient’s response.

Bermix Studio                                                                             unspl img
Photo by Bermix Studio on Unsplash

Documentation by Exception:

- Only significant or abnormal findings

Flow Sheet:

- Documents continuous or specific aspects of care.

Documentation of Communications

In brain-injured baby cases, the statute of limitations for initiating a negligence lawsuit can be as long as 20 years, depending on individual States’ statutes. After this much time, how much can the average provider recall about care involving an injured child? If not carefully documented at the time, you are likely to forget communications with the team, or even much of what you know about the patient. If your documentation was vague, then you will certainly not recall, with particularity, the content of communications in the record. In this situation, you may be called to trial with multiple co-defendants, all with differing and conflicting recollections. You can expect to remain a defendant throughout the proceedings, even if your contact with the plaintiff and family was brief.

National Cancer Institute                                                             unspl img
Photo by National Cancer Institute on Unsplash

At all times, when documenting a patient’s status, you should enter all significant facts and contacts. “Interviewed pt status with doctor” is grossly insufficient. To the best of your capabilities, you must document “what was said. This includes details of conversations and discussions of the assessment and plan. Re-creation of important conversations many years later is nearly impossible. This important documentation not only applies to patient condition, but to conversations with parents, colleagues, and family members, and ensures accurate re-creation of important conversations years later. Do not leave it to trial or defense attorneys to insinuate the content of a communication for lack of a detailed note in the record. Attorneys are known to embellish an insufficient record to the jury. Lacking evidence to the contrary, they can make it up.

Modes of Communication

Josh Hild                                                                                               unspl img
Photo by Josh Hild on Unsplash

You are expected to use reasonable judgment in determining how detailed your documentation should be, based on the patient’s situation. No need to write an essay on an order for a stool softener.

In regard to phone conversations, recording, only, that the call occurred is insufficient. You must document the important points of the conversation as best you can. For instance, you will document the individual who initiated the call, the purpose of the call, and its subject matter. You are also required to document an assessment and plan that results from the communication.

With text communication, document it and save it. For third-party indirect communication, identify the individual. Do not record “doc” or “cnm” or “nnp”. Document their names. Strive to be as detailed as possible. Document what was said significant to the situation, patient condition, your actions/response, and what you may be requesting. The time of your recorded communications should establish the interval between your assessment of a situation and the time you consulted. To the best of your ability, record everything related to your patient's care.

Batuhan Bogan                                                            unspl img
Photo by Batuhan Bogan on Unsplash

Remain objective and factual. Document what your patient is reporting to you, what you assess from the fetal monitor tracing or electronic assessments, and the plan that you formulate. Avoid he-said/she-said. Your contemporaneous documentation of the content of a conversation will have more credibility with a jury than vague recollections years later. Again, be as detailed as possible, given the situation. Naturally, you may not be able to document situations and actions as they occur. Do your best to record on any available surface (e.g., your scrubs, bed sheets, glove wrappers) if you can. Finally, involvement in critical situations with bad outcomes will likely land you in the litigation world. However, if your luck happens to run out, even the most normal circumstances of care can, over decades, evolve into a medical malpractice lawsuit.

Identify Barriers To Communication

Although it may feel overwhelming, it is important to identify, consider, and mitigate barriers to communication. For instance, during care, are you having to utilize a translator phone? Note cultural, intellectual, or psychological factors that may interfere with communication. Barriers such as these will be examined in litigation, so it is in your best interest to make a brief note of them and what you are doing about them. If there are significant barriers, you will be examined at trial on your recognition of them at the time of care, what they were, and what you did about them (diagrams, translator phone, another caregiver who is fluent in your patient’s language, help from family members, etc.).

Nick Fewings                                                                                    unspl img
Photo by Nick Fewings on Unsplash

Names of individuals who assisted you with communication should also be noted in the record. These recommendations may seem excessive, but they can be your key to dismissal from a malpractice lawsuit. The more control you have over the facts of your care and any future evidence filed against you, the better your chances for dismissal from a negligence case.

https://midwivesontrial.com

© 2025 Martha Merrill-Hall