Demographic Data
• Patient initial (one initial only), age, and gender must be HIPAA compliant.
Subjective
• Chief Complaint (CC)
• 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, iImmunizations , and preventative health maintenance
• Family Hx
• 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
• Physical findings listed by body systems, not paragraph form
Assessment (the diagnosis)
• Three (3) differential diagnosis (if applicable) with rationale
• Final diagnosis with rationale and pathophysiological explanation
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):
Compare care given to the patient with the National Standards of Care/National
Guidelines. Cite accordingly.