Family Medicine Template
RN - Multiple Issues - Concise
A professional Family Medicine template for healthcare professionals.
Family MedicineSOAP
Preview template
Alex presents for follow-up of diabetes mellitus and hypertension management. He reports feeling generally well and is actively trying to keep his blood glucose and blood pressure under control. He states that he has been making efforts to improve his diet and increase physical activity, specifically by walking more. Alex confirms that he is taking metformin and ramipril daily without any side effects. He denies any known drug allergies. He monitors his blood glucose at home approximately three times per week, typically in the morning. There are no recent medication changes. Alex shares that his younger brother was recently diagnosed with diabetes, which he acknowledges as reinforcing the importance of managing his own risk factors. - Blood pressure is 138/84 millimeters of mercury, which is slightly elevated but improved compared to the previous visit. - Weight is 84 kilograms, with a body mass index of 28.3. - Fasting glucose is 7.8 millimoles per liter. - Glycated hemoglobin is 7.2 percent. - Low-density lipoprotein cholesterol is 2.4 millimoles per liter. - Triglycerides are 1.8 millimoles per liter. - Heart sounds are normal. - Lungs are clear to auscultation. - No ankle swelling. - Abdomen is soft, with no tenderness. - Foot sensation is intact. - No foot ulcers or skin issues. Assessment and Plan: moderate complexity patient - Type 2 diabetes mellitus: - Improved but not optimal and needs further changes - Glycated hemoglobin is 7.2 percent, above the target of less than 7 percent. Fasting glucose is 7.8 millimoles per liter. Continue metformin as prescribed. Diabetes self-management training performed today x10 minutes. Referral to dietitian for personalized dietary guidance. Reinforced importance of high-fiber, low-glycemic foods, and avoidance of sugary drinks. Patient advised to keep a home glucose log and bring it to the next visit. Repeat laboratory studies in three months. - Essential hypertension: - Improved but not optimal and needs further changes - Blood pressure is 138/84 millimeters of mercury, above the target of less than 130/80 millimeters of mercury. Continue ramipril as prescribed. Advised to limit sodium intake to approximately one teaspoon per day, including processed and restaurant foods. Encouraged to read food labels and use herbs for flavoring. Continue regular physical activity and consider adding light strength training twice weekly. - Hyperlipidemia: - Improved but not optimal and needs further changes - Low-density lipoprotein cholesterol is 2.4 millimoles per liter, above the target of less than 2.0 millimoles per liter. Continue current management. Dietary counseling as above. Monitor lipid panel at next follow-up. - Overweight (body mass index 28.3): - Weight loss counseling provided today x15 minutes - Encouraged ongoing physical activity and dietary modifications as discussed. Follow-up in clinic in three months or sooner if symptoms worsen. Suggestions: Given Alex's diagnoses of type 2 diabetes mellitus (E11.9), essential hypertension (I10), hyperlipidemia (E78.5), and overweight (E66.3), all are appropriate for HCC coding due to their chronic nature and impact on long-term health. The counseling provided for diabetes self-management and weight loss supports the use of CPT codes 98960 (education and training for patient self-management) and 99401 (preventive medicine counseling). Additionally, referral to a dietitian may be coded with CPT 97802. These codes reflect the complexity and comprehensive management provided during this encounter.
Like what you see?
Import this template and make it yours. No need to build from scratch—just customize and you're ready to go!
How to use this template
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.
Ready to use this template?
Start using this template in your practice for free or share yours with the community
Free to use • Customize for your practice • AI-powered redaction • Share templates in under 5 minutes