What To Consider When Providing Services In A Facility As a Solo Practitioner.

When you enter a facility to provide nursing services—such as foot care—it’s essential to understand and respect the facility’s policies. Doing so prevents misunderstandings, safeguards professional relationships, and ensures compliance with regulatory requirements.

Keep the Patient at the Center

As a solo practitioner, the patient’s well-being must always remain the top priority. Empathy, clear communication, and professionalism are crucial. At the same time, you are entering another professional’s environment. Beyond ensuring consent and protecting confidentiality, it’s best practice to notify the facility team in advance of your visit. This also gives you an opportunity to confirm any changes in the patient’s condition or visit schedule.

For additional guidance on confidentiality and compliance, explore our article on Best Practices for Managing Patient Consent Forms Digitally.

Accessing Patient Records

One of the most sensitive issues you’ll face is documentation and access to records. Remember:

• The facility owns the medical records.

• You must obtain the patient’s consent and the facility’s permission to review or add information.

Always clarify ahead of time how documentation should be handled. This avoids potential conflict and ensures that patient care records remain consistent.

To strengthen your process, review Strategies to Reduce Errors in Digital Clinical Documentation.

Align with Facility Policies

Before your first visit, arrange a meeting with a facility manager to review policies and procedures. Key questions to clarify include:

• How does the facility require you to record your visit?

• Are you allowed to update their paper records directly?

• Should you provide written notes for their files?

• Can they supply you with copies of documentation for your own records?

Some facilities may also request that you sign a confidentiality agreement—either once during onboarding or at each visit.

If you want to learn more about the legal side of facility policies, see Navigating Compliance and Legal Obligations in Medical Practice Management.

Balancing Documentation: Your Records and Theirs

You’ll need a clear plan for how to maintain your own records while respecting the facility’s system. Consider these scenarios:

• Updating their paper record: request a photocopy for your files.

• You use electronic records, they use paper: confirm if your system entries are acceptable, and keep backup notes if required.

• They use electronic records, you use paper: ask if they can generate a copy for your records.

Taking time to standardize how you document your care will not only protect your professional independence but also enhance patient outcomes.

Professional Courtesy During Visits

Even if a facility is expecting you, it’s important to always introduce yourself upon arrival. The staff on duty may not have been informed of your visit. Take responsibility for explaining who you are, why you’re there, and what permissions you’ve been granted.

This professional courtesy fosters trust, reduces confusion, and contributes to stronger therapeutic relationships with clients.

Important Note

This article is intended to raise awareness and provide general guidance. For advice specific to your practice, consult your legal advisor and regulatory body. CompanyOn does not represent or speak on behalf of any regulator.

At CompanyOn, We Support Solo Practitioners

Whether you’re just starting or already established, our mission is to support your professional journey. From compliance and documentation to marketing and patient engagement, we provide resources that make independent practice simpler and more sustainable.

If there’s a topic you’d like us to cover, please contact us at [email protected].