| Visit/encounter type: • • • | Encounter notes:  | 
| HPI: |  | 
| History of Present Ilness |  | 
| HPI Notes: |  | 
|  | Location: | 
|  | Quality | 
|  | Severity | 
|  | Duration | 
|  | Timing | 
|  | Context | 
|  | Modifying factors | 
|  | Associated signs & symptoms | 
| Past History: |  | 
| Past History |  | 
| Past Medical History |  | 
| History of:• • • | History of: | 
| Surgical History |  | 
| Surgical history:• • • | Surgical history notes: | 
| Family History |  | 
| Family history• • • | Family history comments: | 
| Social History |  | 
| Marital status:• • • | Marital status notes: | 
| Education• • • | Education notes: | 
| Occupation:• • • | Occupation notes: | 
| Alcohol abuse history:• • • | Alcohol abuse comments: | 
| Substance abuse history: | Substance abuse history notes: | 
| Functional Status Assessed: |  | 
| Functional Status |  | 
| Functional status:• • • | Functional status comments: | 
| Smoking history: |  | 
| Smoking History |  | 
| Smoking status:• • • | Smoking status notes: | 
| Smoking frequency:• • • | Smoking frequency notes: | 
| Smoking start and end date: |  | 
|  |  | 
| ROS: |  | 
| Review of Systems |  | 
| ROS Notes: |  | 
| Constitutional:• • • | Constitutional comments: | 
| Cardiovascular:• • • | Cardiovascular comments: | 
| Respiratory:• • • | Respiratory comments: | 
| Gastrointestinal:• • • | Gastrointestinal comments: | 
| Genitourinary:• • • | Genitourinary comments: | 
| Musculoskeletal:• • • | Musculoskeletal comments: | 
| Integumentary (Skin and/or Breasts):• • • | Integumentary comments: | 
| Neurological:• • • | Neurological comments: | 
| Psychiatric:• • • | Psychiatric comments: | 
| HEENT:• • • | HEENT Comments: | 
| Physical Exam: |  | 
| Physical Exam |  | 
| Physical Exam Notes:  |  | 
| Constitutional:• • • | Constitutional comments: | 
| HEENT• • • | HEENT Comments: | 
| Neck:• • • | Neck comments: | 
| Cardiovascular:• • • | Cardiovascular comments: | 
| Respiratory:• • • | Respiratory comments: | 
| Gastrointestinal (abdomen):• • • | Gastrointestinal comments: | 
| Genitourinary• • • | Genitourinary comments: | 
| Integumentary:• • • | Integumentary comments: | 
| Extremeties:• • • | Extremeties comments: | 
| Neurological/Psychiatric:• • • | Neurological/Psychiatric comments: | 
| Assessment: |  | 
| Assessment |  | 
| Assessment: |  | 
| Care Plan |  | 
| Care Plan: |  | 
| Referrals |  | 
| Referrals |  | 
| Referral to HH: | Referral to HH for:• • • | 
| HH Notes: |  | 
| Referral to specialist: | Specialist referral notes: | 
| Orders |  | 
| Orders |  | 
| Order labs:• • • | Lab order notes: | 
| Order radiology:• • • |  | 
| Order/refill the following medications: |  | 
| Patient instructions were given: |  | 
| Follow Up: |  | 
| Schedule follow up appointment:• • • | F/u appt notes: | 
| Care plan notes: |  | 
| Advanced Care Planning: |  | 
| Advanced Care Planning |  | 
| Carried out: | Other: | 
| with:• • • | Other: | 
| POLST code status:• • • | Additional notes: | 
| Duration of ACP:• • • |  | 
| Additional comments: |  | 
| Initial CCM Visit Completed: |  | 
| Chronic Care Management |  | 
| CCM Initial visit: |  | 
| Discussed CCM with:• • • | CCM discussion notes: | 
| Best way to contact pt for CCM:• • • | Contact info notes: | 
| Consented patient for telehealth: |  | 
| Telehealth consent |  | 
| Telehealth is performed via:• • • | Telehealth notes: | 
| COVID-19 Screening completed: |  | 
| COVID-19 Education & Screening |  | 
| COVID-19 Screening:• • • |  | 
| Has PT received COVID-19 vaccine? | When does the pt plan to get covid-19 vaccine? | 
| Type of vaccine received:• • • |  | 
| How many doses received?• • • | Date vaccine received: | 
| Candidate for Dr. Kumo? |  | 
| Dr. Kumo |  | 
| Plan for Dr. Kumo RPM• • • |  | 
| Patient received:• • • | Dr. Kumo Notes | 
| Time spent on visit:  |  | 

