Geriatrics Template

Medical Note Template -- federally mandated note/chronic care

A professional Geriatrics template for healthcare professionals.

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  • Chief Complaint

    Medical Note Template -- Skilled Nursing Facility Follow-Up

  • Detailed Chief Complaint

    [Include details such as name age, gender]Seen for federally mandated medically necessary follow-up and management of multiple chronic and high-risk medical conditions requiring ongoing provider oversight, medication management, and monitoring during skilled long term care. ( include chronic diseases discussed in assessment and plan)

  • Patient Overview

    Resident is currently admitted to the skilled nursing facility for long term care and ongoing medical management. Baseline cognition and functional status reviewed. Requires nursing and therapy support for activities of daily living.

  • Interval History

    Resident is seen today for follow-up of chronic medical conditions with continued need for skilled monitoring. Nursing notes, vital signs, and medication administration record reviewed. Patient reports no acute distress today. Denies new chest pain, shortness of breath, dizziness, or uncontrolled pain unless otherwise stated below. [ add personalization information from encounter transcript to add individualization of note] If limited historian: History obtained from nursing staff and chart review due to cognitive impairment/medical condition limiting reliable self-report.

  • Review of Systems (ROS)

    [Document findings for each system. Include any positive findings or specify if all other systems are negative.] Constitutional: [e.g., No fever or acute distress] Cardiovascular: [e.g., No chest pain; no reported edema] Respiratory: [e.g., No shortness of breath at rest] Gastrointestinal: [e.g., No nausea or vomiting] Genitourinary: [e.g., Foley catheter present if applicable; no acute complaints reported] Musculoskeletal: [e.g., Weakness and limited mobility related to rehabilitation status] Neurological: [e.g., No acute changes reported] Psychiatric: [e.g., No acute behavioral concerns reported] Skin: [e.g., No new breakdown reported] All other systems reviewed and negative unless otherwise stated.

  • Past Medical History

    [List only active or relevant conditions.] Cardiovascular: [e.g., Hypertension] Pulmonary: [e.g., COPD] Neurologic: [e.g., Stroke] Endocrine: [e.g., Diabetes Mellitus] Genitourinary: [e.g., Chronic Kidney Disease] Musculoskeletal: [e.g., Osteoarthritis]

  • Surgical History

    Relevant surgical history reviewed and unchanged unless otherwise noted.

  • Social History

    Reviewed. No new significant changes impacting medical care.

  • Current Medications

    Medications reviewed and reconciled. No adverse effects noted. All medications remain clinically indicated and diagnosis-linked.(refer to assessment and plan)

  • Allergies

    [Document any known drug allergies or state if no known drug allergies are reported.]

  • Vital Signs

    Reviewed and stable unless otherwise noted.

  • Physical Examination

    [Document findings for each system.] General: [e.g., Awake, alert, no acute distress] Cardiovascular: [e.g., Regular rate and rhythm] Respiratory: [e.g., Lungs clear to auscultation bilaterally] Abdomen: [e.g., Soft, non-tender] Genitourinary: [e.g., Foley catheter present if applicable] Musculoskeletal: [e.g., Generalized weakness; limited mobility consistent with rehab status] Neurological: [e.g., No focal deficits] Skin: [e.g., Intact] Nursing notes, therapy notes, and recent labs reviewed as applicable.

  • Assessment & Plan

    [List each problem and number and separate, with active management and risk awareness. link medication and doses to each problem add education and monitoring applicable to each plan of care do not include ICD 10 codes][Assessment: Brief status statement (stable / improving / uncontrolled / high-risk). Reference pertinent vitals, labs, symptoms, or recent events. Indicate why ongoing medical management is required in SNF/LTC. Plan: Medication(s): Medication Name [Dose, Route, Frequency] – indication and rationale Medication Name [Dose, Route, Frequency] – indication and rationale Monitoring: Parameters (vitals, labs, symptom surveillance, nursing observations). Non-pharmacologic / Skilled Care: Therapy involvement, nursing interventions, diet, safety precautions. Risk / Medical Necessity Statement: Why condition requires skilled oversight and cannot be self-managed.] 1. [Problem 1] [Description of current status and risks.] Plan: [Management plan for Problem 1.] 2. [Problem 2] [Description of current status and risks.] Plan: [Management plan for Problem 2.] ... n. [Problem n] [Description of current status and risks.] Plan: [Management plan for Problem n.]

  • Medical Decision Making

    This visit involved [complexity level] medical decision making due to management of multiple chronic conditions, medication oversight, fall risk, infection risk, and coordination with nursing and therapy services in the long term nursing setting requiring ongoing provider-level monitoring, medication management, and assessment of functional status.

  • Disposition / Follow-Up

    Continue skilled nursing care with ongoing provider oversight. Reassess medical status with routine follow-up or sooner if condition changes.

  • Electronic Signature

    [Provider Name], [NP]

  • Electronic Documentation / Voice Recognition Disclaimer:

    This document was generated using electronic transcription and voice recognition technology; please excuse any transcription errors or omissions not identified or corrected during proofreading.

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This comprehensive new patient template helps establish care by capturing complete medical history, current concerns, and baseline health status. Use this for patients during their initial visit to create a thorough medical record.

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