· Biographic Data:– Age/race/gender, date, occupation, language/communication needs.
· Source – and reliability
· Chief Complaint (reason for seeking care)- make every attempt to use patient’s own words.
· History of Present Illness (HPI)- complete, clear, chronological account of events prompting patient to seek care. Use OLDCARTS or PQRST to gather data but do not include acronym in HPI. Document in paragraph format.
· Past Medical History (PMH)- childhood, adult illnesses, serious illnesses/hospitalizations, obstetric hx, Immunizations, last exam
· Allergies, medication, food, environmental
· Medications- Rx, OTC, herbal, etc.
· Family History- write a genogram diagram or outline; age, health, age, and cause of death of each family member going back three generations.
· Personal and Social History- interests, support systems, occupation, highest level of education, job history, financial situation, spiritual beliefs, lifestyle, alternative health care practices, sexual and obstetric history.
· Review of Systems (ROS)- series of questions from head to toe. Must be in the following order – include health promotion practices:
· General Survey
· Integumentary
· Head, Eyes, Ears, Nose, and Throat
· Neck/thyroid
· Breasts and axillary lymph nodes
· Respiratory
· Cardiovascular
· Peripheral vascular
· Gastrointestinal
· Genitourinary
· Genital/Reproductive system
· Sexual health
· Musculoskeletal
· Neurological (must include reflexes on PE)
· Hematologic
· Endocrine
· Functional assessment - include activities of daily living
· Self-esteem/self-concept
· Activity/exercise
· Sleep/rest/nutrition, include
· Nutritional status assessment- identify if patient is at risk for malnutrition or over nutrition
· Interpersonal relationships
· Spiritual resources
· Coping and stress management
· Personal habits – alcohol, tobacco, street drugs
· Environment/Hazards
· Intimate partner violence
· Occupational health
· Perception of health
· Developmental Competence – children, pregnant women, older adult
Objective data
· Physical Examination (PE)
· General Survey
· Integumentary
· Head, Eyes, Ears, Nose, and Throat
· Neck/thyroid
· Breasts and axillary lymph nodes
· Respiratory
· Cardiovascular
· Peripheral vascular
· Gastrointestinal
· Genitourinary
· Genital/Reproductive system
· Sexual health
· Musculoskeletal
· Neurological (must include reflexes on PE)
· Hematologic
· Endocrine
Assessment
· Diagnosis with rationale
· Differential diagnosis with rationales
Plan
· Dx plan – include diagnostic tests needed (lab, x-ray, etc.)
· Tx plan – include recommended treatment – cite national guidelines
· Patient education – including specific medication teaching
· Referral/Follow up
· Health Maintenance – include health promotion recommendations from AHRQ (ePSS app) according to age/gender/conditions