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[checkbox name="historian" value="new patient|existing patient||history provided by patient|history provided by family member||SO/family member present during visit|chaperon/MA present during visit||interpretation provided by family member/SO|interpretation provided by MA|"][textarea cols=50 rows=3]

[checkbox memo="EXAM LIMITED" name="lim" value=""][conditional field="lim" condition="(lim).is('')"]EXAME LIMITED due to: [checkbox name="exlim" value="language barrier|pain|cognition|affect|hearing impairment|poor effort/cooperation|"][textarea cols=50 rows=3][/conditional]

HPI/SYMPTOMS: [checkbox name="hpi" value="new problem|chronic condition|acute exacerbation of chronic condition|follow up laboratory/diagnostic studies|follow up specialty consultation||started today|started yesterday|started several days ago|started more than 1 week ago|started months ago|started years ago|unsure||still present|increasing in severity|persisting|occasional|decreasing|resolved||affected by medication|affected by exertion|affected by pressure|affected by position/movement|affected by rest|affected by weather|worse at night||as in cc|"][textarea cols=50 rows=3]

[checkbox memo="MEDICATIONS" name="med" value=""][conditional field="med" condition="(med).is('')"]MEDICATIONS: allergies reviewed, [checkbox name="medications" value="taking OTC|taking RX||reports no side effects|reports side effects||effective|partially effective|not effective||demonstrates knowledge of medications/reasons/dosages|unable to name medications/reasons/dosages||medication list/labels/containers available for review|medication list/labels/containers not available for review||insulin/BS log available for review|insulin/BS log not available for review||none reported|"][textarea cols=50 rows=3][/conditional]

PERTINENT MEDICAL HISTORY: [checkbox name="recent" value="ER/UC visit|hospitalization/surgery/procedure|specialty consult|new/changed medications||travel|sick contact|c19 positive test|c19 infection|c19 immunization started|c19 immunization competed||non-contributory||none provided|"][textarea cols=50 rows=3]

[checkbox memo="prevent" name="prevent" value=""][conditional field="prevent" condition="(prevent).is('')"]PREVENTIVE: [checkbox name="annual" value="annual dilated eye exam|annual diabetic foot exam|annual microalbumin||fecal blood Q1|colonoscopy Q10||DEXA|LDCT|AAA Doppler||PAP|mammogram||PSA|DRE||flu|pneumo|DT|shingles||referred to local pharmacy to verify vaccination status and administer vaccines, if indicated|"][textarea cols=50 rows=3][/conditional]

REVIEW OF SYSTEMS: negative except as stated in HPI
General:[textarea name="variable_5" default=" does not report fever, chills, fatigue, malaise, or weight changes"]
HEENT:[textarea name="variable_6" default=" does not report headaches, vision changes, eye redness/discharge, pain with EOM, facial swelling, earache, ringing, ear discharge, nasal congestion, rhinorrhea, mouth sores, changes in taste, sore throat, neck swelling"]
CV:[textarea name="variable_7" default=" does not report chest pain, SOB, palpitations, fainting, or ankle swelling"]
Pulmonary:[textarea name="variable_8" default=" does not report shortness of breath, cough, wheezing, or chest wall pain with breathing"]
GI:[textarea name="variable_9" default=" does not report poor appetite, nausea, vomiting, abdominal pain, constipation, or diarrhea"]
GU:[textarea name="variable_10" default=" does not report dysuria, hematuria, frequency, discharge, or bleeding"]
MSK:[textarea name="variable_11" default=" does not report myalgias, arthralgias, localized muscle/soft tissues pain/swelling, or joint pain/swelling"]
Neurologic:[textarea name="variable_13" default=" does not report dizziness, seizures, tremor, balance problems, weakness, or falls"]
Psychiatric:[textarea name="variable_14" default=" does not report depression, anxiety, mood swings, memory loss, or insomnia"]
Dermatologic:[textarea name="variable_12" default=" does not report rashes, redness, pruritus, hair loss, swelling, or wounds"]
Endocrine:[textarea name="variable_15" default=" does not report polyphagia, polydipsia, night sweats, hot flashes, or heat/cold intolerance"]
Hematologic/lymphatic:[textarea name="variable_16" default=" does not report abnormal bleeding/bruising"]

[checkbox memo="OFFICE DIAGNOSTICS" name="office_diag" value=""][conditional field="office_diag" condition="(office_diag).is('')"]OFFICE DIAGNOSTICS: [checkbox name="poc" value="normal|abnormal|non-specific findings|no acute findings||results reviewed/discussed with pt/family|"][textarea cols=50 rows=3][/conditional]

[checkbox memo="OUTSIDE DIAGNOSTIC and LABORATORY" name="outside_diag" value=""][conditional field="outside_diag" condition="(outside_diag).is('')"]OUTSIDE DIAGNOSTICS: [checkbox name="labs_imaging" value="normal|abnormal|non-specific findings|no acute findings||results reviewed/discussed with pt/family|"][textarea cols=50 rows=3][/conditional]

[checkbox memo="SPECIALTY CONSULTATIONS" name="specialty" value=""][conditional field="specialty" condition="(specialty).is('')"]SPECIALTY CONSULTATIONS: [checkbox name="spec" value="normal|abnormal|non-specific findings|no acute findings||results reviewed/discussed with pt/family|"][textarea cols=50 rows=3][/conditional]

General: [checkbox name="appearance" value="well-appearing||normal built|heavy built|lean|well-nourished|emaciated|frail||no signs of discomfort visible while sitting in chair|no signs of discomfort visible while ambulating and getting on/off exam table|ill-appearing|tired-looking|short of breath|diaphoretic||good hygiene|disheveled|bizarre clothes|body odor||drowsy|appears impaired|slumped||no ambulation aids/DME|ambulation requires walker|ambulation requires cane|ambulation requires wheelchair||wearing cervical collar|wearing lumbar support|wearing extremity brace|"][textarea cols=50 rows=3]
Head/Face: [checkbox name="head" value="normocephalic, atraumatic|symmetrical face|CN grossly intact||plethoric face|alopecia|facial droop|"][textarea cols=50 rows=3]
Eyes: [checkbox name="eyes" value="clear conjunctiva w/o exudates or hemorrhage, anicteric sclera, EOM intact without nystagmus|visual acuity grossly intact|cornea clear||glasses|contacts|conjunctival injection|epiphora|conjunctival exudate|allergic shiners|dysconjugate gaze|"][textarea cols=50 rows=3]
Ears: [checkbox name="ears" value="symmetrical and intact auricles bilaterally|hearing to conversation intact|clear canals without erythema or discharge|TMs normal in appearance|"][textarea cols=50 rows=3]
Nose: [checkbox name="nose" value="nares patent bilaterally|septum midline|no facial tenderness|mucosa pink and moist||swollen and boggy mucosa|mucosal congestion|clear discharge|yellow discharge|crusty discharge|rhinophyma|"][textarea cols=50 rows=3]
Mouth: [checkbox name="mouth" value="tongue normal in appearance w/o lesions and with good symmetrical movements|moist oral mucosa without lesions||upper denture|lower denture||poor dentition|oral ulcers|gum swelling|tooth decay|"][textarea cols=50 rows=3]
Throat: [checkbox name="throat" value="normal voice, no stridor|patent pharynx w/o swelling or exudates|uvula midline||hoarseness|vesicles on soft palate|petechiae on soft palate|pharyngeal erythema w/o exudates|"][textarea cols=50 rows=3]
Neck: [checkbox name="neck" value="symmetric with free painless ROM and no masses|supple|no LAD|no bruit or JVD||anterior LAD|posterior LAD||thyroid enlargement|nuchal tenderness|"][textarea cols=50 rows=3]
Chest/Lungs: [checkbox name="lungs" value="normal work of breathing, symmetrical chest expansion|clear and equal breath sounds bilaterally||chest wall atraumatic and non-tender|no axillary or supraclavicular LAD||SOB|decreased bilaterally|wheezing|crackles|"][textarea cols=50 rows=3]
CV: [checkbox name="cv" value="regular rhythm|no murmurs|no ankle edema|pedal skin warm with good and equal pulses||tachycardia|irregular heart rhythm|systolic murmur||calf tenderness|ankle edema|varicosities|stasis discoloration|"][textarea cols=50 rows=3]
Abdomen: [checkbox name="abd" value="normal visual inspection, no distension|normal active bowel sounds|soft non-tender|no bruit auscultated over AA and renal arteries||protruding|surgical scar|umbilical hernia|diffuse tenderness over entire abdomen w/o RRG|hypoactive bowel sounds|hyperactive bowel sounds|direct non-rebound tenderness|colostomy in situ||deferred|"][textarea cols=50 rows=3]
GU: [checkbox name="gu" value="no suprapubic tenderness|no CVAT bilaterally||Foley in situ|normal external genitalia|no inguinal LAD||testicular tenderness|urethral discharge|verrucous papules|vesicles|crusted lesions||deferred|"][textarea cols=50 rows=3]
MSK: [checkbox name="spine" value="no gross deformities, moves all extremities with good ROM for age|full weight-bearing|normal curvature and ROM in C- and L-spine for patient age||non-tender C-spine with good ROM|non-tender L-spine with good ROM||strength, tone, and bulk symmetrical and grossly intact||kyphosis|paraspinal muscle spasm|C-spine tenderness and DROM|neck pain with active motion|paracervical muscle spasm|old surgical scar in C-spine|trapezius tenderness||L-spine tenderness|reduced painful ROM in lumbar region|paraspinal muscle spasm|trigger points in L-spine|old surgical scar in L-spine||heel-walk and toe-walk without difficulty|negative seated SLR|positive seated SLR|"][textarea cols=50 rows=3]
Skin: [checkbox name="skin" value="grossly intact, no rashes|no bruises|normal turgor||tattoos|body piercings|poor turgor||dry|sweaty|"][textarea cols=50 rows=3]
Neuro: [checkbox name="neuro" value="normal concentration and attention|memory grossly intact||balance and coordination grossly intact|ambulates w/o limp or alteration in gait||extremities strong w/o atrophy|no gross motor deficits|sensation symmetrical and grossly intact||no involuntary movements or tremor||antalgic gait|wide gait|shuffling gait||diffuse numbness w/o dermatomal pattern|dystonia|tardive dyskinesia|tics|"][textarea cols=50 rows=3]
Speech/Vocalization: [checkbox name="speech" value="normal for age|clear and coherent||slurred|mumbling to self|monotonous|stuttering||hypoverbal|hyperverbal||shouting|high pitched|loud|soft||slow|rapid|pressured||groaning|sighing|crying||perseveration|flight of ideas|repetitive questions||self-depreciating statements|repetitive statements of impending doom|repetitive non-health related/financial concerns||personal safety concerns|suicidal ideation/threats||insisting on particular medication, test, referral, or accommodation||raising voice|defensive|argumentative|cursing, swearing|previous providers/staff criticisms|verbal threats|sexual remarks|racist remarks|"][textarea cols=50 rows=3]
Behavior/Psychomotor Activity: [checkbox name="behavior" value="calm, pleasant, respectful|cooperative with history and exam||guarded|anxious|irritable|frustrated|labile||agitated|hostile|forceful||threatening gestures|aggressive posturing|pacing|not sitting down||fidgeting|picking skin|twirling hair|cracking knuckles|frequent hand gestures||grimacing, frowning|tightening jaw|breathing hard|fist-clenching|intense staring||withdrawn|flat affect|bradykinetic|indifferent|appears to be responding to internal psychotic process|"][textarea cols=50 rows=3]

Discussion: [textarea cols=50 rows=5]

PLAN OF CARE: patient/family verbalized understanding of dx and POC, [checkbox name="discussed" value="agreed with dx and POC|did not agree with dx and POC,
encouraged to seek second opinion|"][textarea cols=50 rows=3]
ORDERS - MA: [checkbox name="order_MA" value="injection|Toradol 60 mg IM now|Dexamethasone 8 mg IM now||apply dsg||none|"][textarea cols=50 rows=3]
ORDERS - RX: [checkbox name="order_RX" value="OTC||electronic|paper|given to MA to be transmitted to pharmacy||none|"][textarea cols=50 rows=5]
ORDERS - LABS: [checkbox name="order_lab" value="CBC|CMP|TSH|A1C|Lipids|PSA|FOBT/FIT|UA||HIV, RPR, HCV, GC, CT|UDS||C19 antigen|c19 PCR||none|"][textarea cols=50 rows=3]
ORDERS - IMAGING: [checkbox name="order_imaging" value="X-ray|US|MRI||none|"][textarea cols=50 rows=3]
ORDERS - REFERRALS: [checkbox name="order_refer" value="local pharmacy to verify vaccination status and administer vaccines, if indicated||deferred||none|"][textarea cols=50 rows=3]
ORDERS - FORMS: [checkbox name="forms" value="excuse|accomodations|clearance|return to school/work|school/participation physical||none|"][textarea cols=50 rows=3]

[checkbox memo="COORDINATION OF CARE" name="coord" value=""][conditional field="coord" condition="(coord).is('')"]COORDINATION OF CARE: case reviewed by/discussed with attending MD[textarea cols=50 rows=3][/conditional]

REVIEWED/DISCUSSED/INSTRUCTED ON: exam findings, POC, risks of/benefits of/alternatives to proposed POC, compliance with treatment regimen, appropriate follow up specific to condition, indications for immediate direct evaluation and/or contacting emergency services, [checkbox name="instructions" value="previous visits|laboratory/diagnostic studies|specialty consults|hospital visits||medications|PMP|reporting medication side effects immediately|medication compliance|bringing all medications/labels to all visits||home BP checks|home BS checks|daily weights||controlling chronic conditions|age- and disease-appropriate screening and immunization||lifestyle modification, including: diet, avoiding/limiting alcohol, limiting sugar/carbs, limiting high fat intake, liming salt intake, staying active/daily physical activity/exercise, wt maintenance, stress reduction, sleep hygiene||alcohol cessation|smoking cessation||NSAIDs prn|cognitive restructuring in managing chronic conditions|symptom exacerbation through rebound mechanism|risks of respiratory depression with polypharmacy|"][textarea cols=50 rows=3]
DISCHARGE CONDITION/SAFETY: [checkbox name="discharge" value="improved|stable|unchanged||no safety concerns at this time||safety concerns d/t depressed agitated mood|safety concerns d/t impulsiveness|safety concerns d/t hostile temper|safety concerns d/t past attempts|safety concerns d/t current suicidal verbalization|"][textarea cols=50 rows=3]

DISPOSITION: [checkbox name="disposition" value="home||advised to use UC for acute non-emergent problems|ER for immediate treatment via 911|ER for immediate treatment via private transport||declined emergency transfer||left exam room before visit conclusion|was asked to leave clinic|"][textarea cols=50 rows=3]
FOLLOW UP: as discussed, sooner if condition worsens or new symptoms arise, contact 911/ER if significant increase in s/sx or appearance of new/danger s/sx, [checkbox name="next" value="here|in-person|televisit||24 hours|2-3 days|1-2 weeks|3 weeks||30 days|2-3 months|4-5 months|6 months|12 months||f/u acute episode|f/u labs|f/u imaging|f/u med change/new|"][textarea cols=50 rows=3]

BARRIERS TO CARE: [checkbox name="barriers" value="language barrier|poor effort/cooperation with exam|incomplete history|history not supported by findings|vague shifting complaints||supporting documentation unavailable|failed to obtain old records|failed to complete referrals or testing|| multiple comorbidities|polypharmacy|multiple providers/prescribers|intolerance of/allergty to/therapeutic failure on multiple meds||frequent ER/UC visits|frequent office contacts||poor compliance with POC|negative attitude to proposed tx|lack of interest in non-drug tx||overreliance on short-acting meds|overwhelming focus on Rx drugs||socio-cultural factors||poor insight|lack of motivation|dependent attitude|preoccupation with illness|unhealthy coping mechanisms|somatization|catastrophization|pessimism|overgeneralization|unrealistic health beliefs||psych comorbidity|anxiety|depression|alcohol or substance use|social or occupational dysfunction||hostile/disruptive behavior|affect||none noted at this time|"][textarea cols=50 rows=1]

[checkbox name="time" value="15 minutes or less|15-30 minutes|30-45 minutes|visit dominated by counseling"]






REVIEW OF SYSTEMS: negative except as stated in HPI




Behavior/Psychomotor Activity:


PLAN OF CARE: patient/family verbalized understanding of dx and POC,


REVIEWED/DISCUSSED/INSTRUCTED ON: exam findings, POC, risks of/benefits of/alternatives to proposed POC, compliance with treatment regimen, appropriate follow up specific to condition, indications for immediate direct evaluation and/or contacting emergency services,

FOLLOW UP: as discussed, sooner if condition worsens or new symptoms arise, contact 911/ER if significant increase in s/sx or appearance of new/danger s/sx,



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