| TODAY'S PROVIDER |  | 
| DO NOT FILL OUT ANYMORE!!!• • • |  | 
| MEDICATION REVIEW & MEDICAL PROBLEMS |  | 
| Medications & Medical Problems (use dictation, e.g. "lisinopril for HTN") |  | 
| Medication Review (check all that apply): • • • |  | 
| Medication Adherence• • • |  | 
| Medications reconciled with patient/caregiver (CPT2) |  | 
| No new medications prescribed on this visit. (defaulted) |  | 
| I have personally reviewed patient medication list. (defaulted) |  | 
| TOBACCO, ALCOHOL, SUBSTANCE USE |  | 
| Tobacco Use |  | 
| Do you smoke?  | If you smoke, how much do you smoke?  | 
| If patient smokes, was smoking cessation discussed? |  | 
| Do you have a smoker's cough?  |  | 
| Do you get chronic bronchitis? |  | 
| Describe cough symptoms:  |  | 
| Alcohol Use |  | 
| Have you had or currently have dependency on alcohol? |  | 
| If yes, during your dependency, what symptoms did you experience? • • • |  | 
| When was your last drink? |  | 
| Clinician Notes: |  | 
| Substance Use |  | 
| In the past or currently, have you been dependent on any of the following substances/drugs? • • • |  | 
| If yes, during your dependency, what symptoms did you experience?• • • |  | 
| When did you use last?  |  | 
| Clinician Notes: |  | 
| SUBSTANCE USE DISORDER SCREENING  |  | 
| Turn "ON" if pt. has alcohol/substance dependency.  |  | 
| 1. Are you taking the alcohol or substance in larger amounts and for longer than intended |  | 
| 2. Are you wanting to cut down or quit but not being able to do it? |  | 
| 3. Are you spending a lot of time obtaining the alcohol or drugs? |  | 
| 4. Are you craving or strong desire to use alcohol or drugs? |  | 
| 5. Are you repeatedly unable to carry out major obligations at work, school, or home due to substance use? |  | 
| 6. Do you continue use despite persistent or recurring social or interpersonal problems caused or made worse by substance use? |  | 
| 7. Do you stop or reduce important social, occupational, or recreational activities due to substance use? |  | 
| 8. Do you have recurrent use of substance in physically hazardous situations?  |  | 
| 9. Consistent use of substance despite ack. of persistent/recurrent physical or psych difficulties from from using substance |  | 
| 10. Tolerance defined by needing increased amts to achieve intoxication/diminished effect  |  | 
| 11. Do you have manifest withdrawal as either characteristic syndrome or the substance is used to avoid withdrawal? |  | 
| Severity Criteria for SUD: |  | 
| Substance Related Issues |  | 
| LIVER/COLON DISEASE |  | 
| Have you ever been treated for liver disease, cirrhosis, or Hepatitis B/C? |  | 
| If yes, clinician notes: |  | 
| Have you ever been treated for Crohn's disease, ulcerative colitis, or pancreatitis?  |  | 
| Do you currently have a colostomy bag or any other tubes coming from your body? |  | 
| If yes, clinician notes: |  | 
| DEPRESSION SCREENING (PHQ2/PHQ9) |  | 
| In the past month, have you often been bothered by feeling down, depressed, or hopeless?  |  | 
| In the past month, have you often been bothered by having little interest in doing things? |  | 
| If yes to either, please explain.   |  | 
| PAST HISTORY OF TREATED DEPRESSION |  | 
| Have you ever been treated for depression by a physician or other type of clinician?  |  | 
| Notes Section |  | 
| Depression Screening Completed (defaulted to ON, CPT2 Code) |  | 
|  If patient answers yes to either question, tap on PHQ9 button. |  | 
| PHQ-9 |  | 
| 1. Little interest or pleasure in doing things |  | 
| 2. Feeling down, depressed, or hopeless |  | 
| 3. Trouble falling or staying asleep, or sleeping too much |  | 
| 4. Feeling tired or having little energy |  | 
| 5. Poor appetite or overeating |  | 
| 6. Feeling bad about yourself or that you have let yourself or family down  |  | 
| 7. Trouble concentrating on things, such as reading the newspaper or watching TV |  | 
| 8. Moving or speaking so slowly that other people could notice or being fidgety or restless |  | 
| 9. Thoughts that you would be better off dead, or of hurting yourself |  | 
| Does the patient have at least 5 of the 9 symptoms above?  |  | 
| If YES, consider Dx of Major Depression |  | 
| If NO, consider unspecified adjustment disorder.  |  | 
| Add numbers in ( ) for PHQ9 Total Score |  | 
| TOTAL PHQ-9 SCORE | Depression Severity Results | 
| COLORECTAL CANCER SCREENING (ages 50-75 yrs only) |  | 
| Have you had a colonoscopy in the last 9 years or other colon screenings? |  | 
| If yes, when did you have it? (year is sufficient) |  | 
| History of Colon Cancer? |  | 
|  Recommended Fecal Occult Blood test yearly + sigmoidoscopy every 5 years  |  | 
| BREAST CANCER SCREENING (ages 50-74 yrs) |  | 
| Turn On for Breast Cancer Screening, if applicable. |  | 
| Have you had a mammogram in the last 27 months (2 yrs, 3 months) |  | 
| If yes, when did you have it? (year is sufficient) |  | 
| History of Bilateral Mastectomy? | If yes, please explain:  | 
| PROSTATE CANCER SCREENING (Males 50+ or high risk 40+)  |  | 
| Turn On for Prostate Cancer Screening (Male), if applicable. |  | 
| Recommendation for PSA  |  | 
| GLAUCOMA SCREENING  |  | 
| Recommendation for Glaucoma Test |  | 
| SPECIALISTS PATIENT IS SEEING |  | 
| Patient is seeing following specialist(s):• • • |  | 
| If other, what type of specialist?  |  | 
| CLINICAL QUALITY MEASURES  |  | 
| BMI Assessment |  | 
| BMI Value (auto-filled) | Co-Morbidities• • • | 
| BMI Value 40+ or without Co-Morbidities | BMI Value 35+ for Morbid Obesity with Co-Morbidities | 
| BMI Result | BMI Assessed and Documented | 
| Blood Pressure |  | 
| Blood Pressure (auto-filled) |  | 
| Systolic (CPT2 Codes) | Diastolic (CPT2 Codes) | 
| OTHER CHRONIC CONDITIONS |  | 
| Have you ever been told you are diabetic?  | Have you ever taken medication for diabetes?  | 
| Do you have a nitroglycerin prescription for angina/chest pain?   |  | 
| Do you have a prescription inhaler to use for respiratory illness?  |  | 
| Do you use home oxygen?  |  | 
| Have you ever had an organ transplant?  |  | 
| Do you have a pacemaker? |  | 
| If yes to pacemaker, why was it placed? |  | 
| Do you have neuropathy?  |  | 
| Do you have bruising on your forearms?  |  | 
| Notes:  |  | 
| Diabetic Patient |  | 
| Turn On for Diabetic Patients |  | 
| Do you have any diabetic wounds or ulcers?  |  | 
| Have you had amputations? (toes, foot, leg...) | If yes to amputation, do you have phantom pain?  | 
| Are you on dialysis?  | Do you take insulin? | 
| LDL Lab Status (recommended yearly) | GFR or Microalbumin Lab Status  | 
| HbA1C Lab Status (drops billing code & action) | Date of Last HbA1C Test | 
| HbA1C Lab Value | HbA1C Control Status (CPT2) | 
| Diabetic Retinal Exam | Diabetic Retinal Exam Status (Turn On if completed today) | 
| Do you use eye drops for glaucoma or macular degeneration?  |  | 
| Diabetic Retinal Exam Status (defaulted) |  | 
|  |  | 
| Diabetic Nephropathy | Diabetic Nephropathy Status (Turn On if completed today) | 
| Is patient on ACE / ARB or Microalbumin being monitored? |  | 
| Diabetic Foot Exam | Diabetic Foot Exam Status (Turn On if completed today) | 
| Diabetic Foot Exam completed today? | Foot Exam (check all that apply)• • • | 
| Assign Foot Risk Category | Foot Pulses (check all that apply)• • • | 
| Notes (additional findings):  |  | 
| Kidney Health Evaluation (KED)  | Kidney Health Evaluation (Turn On if completed today) | 
| Estimated Glomerular Filtration Rate (eGFR)  | Urine Albumin-Creatinine Ratio (uACR)  | 
| Kidney Health Evaluation for Patients with Diabetes Status • • • |  | 
| REVIEW OF SYSTEMS |  | 
| CONST• • • | Notes | 
| EYES• • • | Notes | 
| ENMT• • • | Notes | 
| CV• • • | Notes | 
| RESP• • • | Notes | 
| GI• • • | Notes | 
| GU• • • | Notes | 
| MUSC• • • | Notes | 
| SKIN• • • | Notes | 
| PSYCH• • • | Notes | 
| NEURO• • • | Notes | 
| Other ROS Notes |  | 
| All other review of systems are negative (click to on, if applicable) |  | 
| PHYSICAL EXAM (all default to normal) |  | 
| GEN• • • | Abnormal | 
| EYES• • • | Abnormal | 
| ENMT• • • | Abnormal | 
| NECK• • • | Abnormal | 
| RESP• • • | Abnormal | 
| CARDIO• • • | Abnormal | 
| GI• • • | Abnormal | 
| MUSCULOSKELETAL • • • | Abnormal | 
| SKIN• • • | Abnormal | 
| PSYCH• • • | Abnormal | 
| NEURO• • • | Abnormal | 
| Clinician Notes |  | 
| ADVANCE CARE PLANNING  |  | 
| Do you have an Advance Directive or Physician or Medical Orders for Life Sustaining Treatment (POLST/MOLST)) |  | 
| If yes, which of the following do you have?• • • |  | 
| Advance Care Planning for healthcare discussed? (defaulted to Yes) |  | 
| Was Advance Directive/POLST form completed today?  • • • |  | 
| QUANTAFLO OR PADCHEK / Peripheral Artery Disease Screening |  | 
| QUANTAFLO Results |  | 
| Turn ON if QUANTAFLO TEST COMPLETED TODAY |  | 
|  |  | 
|  |  | 
| Right Foot Results and Recommendations | Left Foot Results and Recommendations | 
| PADCHEK Results |  | 
| Turn ON if PADCHEK TEST COMPLETED TODAY |  | 
|  |  | 
| Right ABI Results and Recommendations | Left ABI Results and Recommendations | 
| Is PAD present?  |  | 
| Has patient tested positive for Peripheral Artery Disease? |  | 
|  |  | 
| DPN / MONOFILAMENT Results |  | 
| Turn ON if DPN TEST CONDUCTED TODAY |  | 
| Monofilament / DPN Test Abnormal?  |  | 
| SPIROMETRY TEST |  | 
| Turn ON if SPIROMETRY TEST CONDUCTED TODAY |  | 
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| Test Quality for COPD or Other Airway Disease |  | 
| PATIENT CONSENT | Patient Consent | 
| Patient consent given for (DO NOT choose telemedicine for In Home/Clinics): |  | 
| Start Time | End Time | 
| Vitals Obtained • • • |  | 
| ASSESSMENT & PLAN |  | 
| 1. Assessment & Plan |  | 
| 2. Assessment & Plan |  | 
| 3. Assessment & Plan |  | 
| 4. Assessment & Plan |  | 
| 5. Assessment & Plan |  | 
| 6. Assessment & Plan |  | 
| 7. Assessment & Plan |  | 
| 8. Assessment & Plan |  | 
| 9. Assessment & Plan |  | 
| 10. Assessment & Plan |  | 
| 11. Assessment & Plan |  | 
| 12. Assessment & Plan |  | 
| 13. Assessment & Plan |  | 
| 14. Assessment & Plan |  | 
| REFERRALS / CONCERNED PT ENCOUNTER |  | 
| TURN ON for Referrals & Concerned Pt. Encounter |  | 
| Notes to PCP: |  | 
| Unable to diagnose, needs f/u: |  | 
| Quantaflo Results Attachment |  | 
| Spirometry Results Attachment |  | 
| Diabetic Retinal Exam Attachment |  | 
| Diagnostic/CT/Echo/Other Attachments |  | 

