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Age, and gender (must be HIPAA compliant) Subjective Chief Complaint (CC) unless an Annual Physical Exam (APE) History of Present Illness (HPI) in paragraph form (remember OLDCART: Onset, Location, Duration, Characteristics, Aggravating

Demographic Data

  • Age, and gender (must be HIPAA compliant) Subjective
  • Chief Complaint (CC) unless an Annual Physical Exam (APE)
  • History of Present Illness (HPI) in paragraph form (remember OLDCART: Onset, Location, Duration, Characteristics, Aggravating/Alleviating Factors, Relieving Factors, Treatment)
  • Past Med. Hx (PMH): Medical or surgical problems, hospitalizations, medications, allergies, immunizations, and preventative health maintenance as applicable
  • Family Hx: As applicable
  • Social Hx: Including nutrition, exercise, substance use, sexual hx, occupation, school, etc.
  • Review of Systems (ROS) as appropriate: Include health maintenance (e.g., eye, dental, pap, vaccines, colonoscopy)

Objective

  • Vital signs
  • Physical findings listed by body systems, not paragraph form Assessment (Diagnosis/ICD10 Code)
  • Include all diagnoses that apply for this visit Plan
  • Dx Plan (lab, x-ray)
  • Tx Plan: (meds)
  • Pt. Education, including specific medication teaching points
  • Referral/Follow-up
  • Health maintenance (including when screenings, immunizations, etc., are next due):
Age, and gender (must be HIPAA compliant) Subjective Chief Complaint (CC) unless an Annual Physical Exam (APE) History of Present Illness (HPI) in paragraph form (remember OLDCART: Onset, Location, Duration, Characteristics, Aggravating

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