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Family Medicine Specialist Template

CCM (Chronic Care Management) Note

About this template

The Chronic Care Management (CCM) Note template is designed for family medicine specialists to document comprehensive follow-up visits for patients with chronic conditions. This template facilitates detailed recording of patient-reported symptoms, physical exam findings, and care management plans for multiple conditions such as hypertension, diabetes, and kidney disease. It also includes sections for discussing medication adherence, recent lab results, and specialist referrals. Using this template with Heidi ensures thorough documentation, enhancing patient care and coordination. Ideal for managing complex cases, this template supports clinicians in delivering personalized and effective chronic care management.

Preview template

SUBJECTIVE John Doe, a 67-year-old male, presents for a follow-up visit for chronic care management. He has a history of hypertension, type 2 diabetes, and chronic kidney disease. Objective Care Management - Hypertension Reported by patient: John reports feeling generally well but occasionally experiences mild headaches. Symptoms and severity: Mild headaches, occurring once or twice a week. Associated symptoms: No dizziness or visual disturbances reported. Condition 2 - Type 2 Diabetes Reported by patient: John states he is adhering to his diet and medication regimen. Control and adherence to treatment plan: Blood sugar levels are generally within target range, with occasional spikes. Complications: No new complications reported. Condition 3 - Chronic Kidney Disease Reported by patient: John reports no new symptoms. Severity: Stable, with no recent changes in kidney function. Self care: Adheres to fluid and dietary restrictions. Associated symptoms: No swelling or fatigue reported. Physical Exam Blood pressure: 130/80 mmHg, Heart rate: 72 bpm, Weight: 85 kg. No physical exam performed due to the nature of the visit. Assessment and Plan Assessment / Plan Hypertension: Continue current medication, monitor blood pressure at home, and follow up in 3 months. Type 2 Diabetes: Maintain current treatment plan, monitor blood glucose levels, and schedule a follow-up with the endocrinologist. Chronic Kidney Disease: Continue dietary restrictions, monitor kidney function tests, and follow up in 6 months. Discussion Notes CCM chart review and care management call details: Reviewed recent lab results and medication adherence. Patient's general condition and support system: John is stable and has a supportive family. Patient's engagement in treatment plan: Actively engaged and adherent to the treatment plan. Recent events (ER visits, falls): No recent ER visits or falls reported. Medication adherence and refill status: Adherent to medication regimen, refills up to date. Recent lab results: Kidney function stable, HbA1c at 7.0%. Specialist referrals and follow-ups: Endocrinologist follow-up scheduled. Upcoming appointments and transportation arrangements: Next appointment in 3 months, transportation arranged by family. Patient education and follow-up instructions: Educated on the importance of medication adherence and lifestyle modifications. Follow-up instructions provided.

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