Family Medicine Template

RN - Multiple Issues - Lengthy

A professional Family Medicine template for healthcare professionals.

Family MedicineSOAP

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  • Subjective

    [For each health issue discussed, provide a detailed but concise set of information in story format. Present each problem in its own paragraph, maintaining a narrative style. Include current symptoms, history, medication use or changes, other specialists visited, and a brief summary of any concerns related to that specific problem.]

  • Subjective

    [For each health issue discussed, provide a detailed but concise set of information in story format. Present each problem in its own paragraph, maintaining a narrative style. Include current symptoms, history, medication use or changes, other specialists visited, and a brief summary of any concerns related to that specific problem.]

  • Objective

    [Document physical examination findings when only when mentioned in this section, but results review for imaging should be discussed in the HPI section. Make this section only clinical bullet points related to physical exam]

  • Objective

    [Document physical examination findings when only when mentioned in this section, but results review for imaging should be discussed in the HPI section. Make this section only clinical bullet points related to physical exam]

  • Assessment & Plan

    [Begin with "moderate complexity patient" if 4 or fewer conditions are discussed, and "high complexity patient with total appointment time greater than 40 minutes" when more than 4 issues are discussed. Provide a summary of the most important problems in numbered format with a very brief assessment. Indicate if each condition is 'controlled', 'uncontrolled', or 'improved but not optimal and needs further changes'. Exclude lengthy descriptions in the plan and specifics on medication changes. Include differential diagnosis if other possible options are mentioned but do not include patient concerns as a possible diagnosis unless its in the HPI. Separate the assessment and plan for each diagnosis. If beyond 4 important issues are discussed, summarize them much more briefly and do not number them all] [If weight and obesity are mentioned, add BMI diagnosis and "weight loss counseling provided today x15 minutes." If smoking is discussed and patient is a current tobacco or nicotine user, diagnose nicotine dependence and document "tobacco cessation counseling provided x5 minutes." If alcohol intake is discussed and the patient consumes alcohol daily or near daily, document alcohol dependence and "alcohol cessation counseling x10 minutes."] [If diabetes is discussed and lifestyle or medications are discussed in detail, add "Diabetes Self Management Training performed today x10 minutes"] For example: 1. [Diagnosis 1]: - [Controlled, uncontrolled, improved but not optimal and needs further changes] - [Brief recommended treatment and management plan] - [Referral details and further assessment plans only when medically appropriate] - [Patient education and lifestyle modifications] - [Follow up details] [n. Diagnosis n - maximum of 12 total]: - [Controlled, uncontrolled, improved but not optimal and needs further changes] - [Brief recommended treatment and management plan] - [Referral details and further assessment plans only when medically appropriate] - [Patient education and lifestyle modifications] - [Follow up details] [other diagnoses not captured above should be listed in brief format with very brief summaries of topics mentioned with the instructions given to patient on "follow up in clinic if this is a persistent or worsening issue"] **Face to Face Time:** [Include the total face-to-face time spent with the patient during the encounter. State that the total clinical time for this encounter is not included in this number.] **Disclaimer:** This note was generated with Empathia AI (Augmented Intelligence) and may contain inadvertent errors or inaccuracies. Clinical judgment and verification should be confirmed by a licensed clinician before acting on any information contained herein.

  • Billing Notes

    [In this section, make very concise notes and CPT codes for counseling done, procedures performed, and extensive visits requiring more than level 4 visits.] [If records request is mentioned in the discussion, add "ROI" (office or physician records needed from) [For procedures done in clinic such as liquid nitrogen, ekg, urinalysis, counseling, make a single line entry for each procedure or cpt code recommended] For Example: [99215 high complexity visit] [ROI Dr. (name discussed)] [80305 Urine Drug Screen] [81001 Urinalysis] [96372 knee joint injection] [99407 tobacco cessation counseling] Remove the non-billable lab codes from the note as they are performed at the lab and not billable for the clinic.

  • Suggestions

    [In this section, document other related diagnoses that may have been overlooked but are appropriate for HCC coding. Include the relevant ICD10 codes and explain why they are appropriate. Additionally, suggest any extra CPT codes that could add reimbursement value to the clinical note. Use a narrative paragraph style to ensure clarity and coherence.]

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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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