What’s your documentation personality?

Clinicians don’t all document the same way, and that’s not a bad thing. Your documentation style says a lot about how you adapt to pressure, workload, and the realities of clinic life.   

Take this quick quiz to discover your documentation personality.

Your ideal Sunday morning is

Intentional

Productive

Relaxed

Recovering

What statement best reflects your view on documentation

Documentation should show the value of care I deliver

A note is a legal record — it should reflect exactly what happened

I just need to get through the stack so I can keep going

The most important work happens with the patient, not in the note

When trying something new (app, workout, workflow), you usually

Research it thoroughly before committing

Test if it helps my performance

Try it if its simple and saves me time

Use it right away; I need anything to lighten my load

Your natural pace to complete tasks is

Frantic and non-stop

Focused and results-driven

Quick and efficient

Deliberate and steady

Which words describe you?
Select all that apply.

When you review your own notes, they tend to be

Thorough; I include every clinical detail to paint a complete picture

Comprehensive; I make sure the units and codes are well-supported in the note

Variable; it depends how far behind I am that day

Concise; I capture just the essentials and move on

When documentation piles up, you

Make sure it’s done correctly

Power through and get it done

Trim notes to just the essentials

Plan to catch up later

When you hear the word “audit,” you feel

Confident; my documentation speaks for itself

Not worried; I know my billing is justified by the care I provided

Nothing; I haven’t thought much about it

Stressed; I know my notes aren’t where they should be

How often does documentation spill into evenings or weekends?

What takes priority during a packed clinic day?

Accuracy

Maximizing full visit value

Staying on schedule

Keeping up with demand

When new documentation tools are introduced, you feel:

Cautious; I want to make sure my quality doesn’t slip

Skeptical; I already know what works for me

Open; if it saves me time, I’m in

Hopeful; I need all the help I can get

If an AI tool suggested a new CPT code, what would you do?

I’d want to understand exactly why before changing anything

I’d push back; I know what I did in my session

I’d probably go with it, if it sounded reasonable

I’d use it; any help with coding is welcome at this point

What’s your documentation personality?