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General Practitioner Template

Comprehensive Geriatric Assessment

A professional General Practitioner template for healthcare professionals.
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Specialty

General Practitioner

Used

26 times

Type

Note

Last edited

8/11/2025

Created by

Tamara Holling

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About this template

Need to document a comprehensive geriatric assessment? This template is designed for GPs and other clinicians to efficiently record a patient's medical history, cognitive function, functional abilities, and social context. It helps to identify geriatric syndromes, current medications, and physical examination findings. This template, when used with Heidi, ensures all relevant information is captured, leading to a thorough assessment and a clear plan of care. It's a great way to streamline your documentation process and improve patient care.

Preview template

Thank you for referring this patient for assessment and consideration for our home-based primary care team. Intake visit was conducted on 1 November 2024, from 09:00 to 10:00. Reason for Assessment: - Cognitive decline and functional impairment. - Collateral history was obtained from the patient's daughter. History: Patient is an 82-year-old female with a history of hypertension and mild cognitive impairment. She reports increasing difficulty with memory and managing her medications. She has been experiencing falls in the last 6 months. Cognition: - Cognitive domains affected: Short term memory, executive function. - Short term memory issues: Patient struggles to recall recent events and appointments. - Executive function: Difficulty with planning and problem-solving. - Mood: Patient reports feeling sad and withdrawn, but denies suicidal ideation. - Depression and anxiety screening results: GDS-15 score of 8, indicating mild depression. - Sleep concerns: Patient reports difficulty falling asleep and staying asleep. Falls/mobility: - Dizziness with postural change: Yes, patient reports feeling lightheaded when standing up quickly. - Falls: Yes, patient has fallen twice in the last 6 months, both resulting in minor injuries. - Change in gait: Yes, patient's gait is slow and unsteady. Medical History: - Past medical history: Hypertension, mild cognitive impairment, osteoarthritis. - Previous surgeries: Right hip replacement 5 years ago. Functional Assessment: - Activities of daily living (ADLs): Patient requires assistance with bathing and dressing. - Instrumental activities of daily living (IADLs): Patient struggles with managing finances and medications. - Mobility and gait: Slow and unsteady gait, uses a cane for ambulation. - Use of assistive devices: Cane. - Vision: Reports blurry vision. - Hearing: Reports some hearing loss. - Ability to leave the home: Limited due to mobility issues. - Screening test results (e.g., MMSE, MoCA): MoCA score of 18. Social History: - Living situation: Lives alone in a single-family home. - Support system: Daughter provides daily support. - Occupation and retirement status: Retired teacher. - Alcohol, tobacco, and substance use: Denies alcohol or tobacco use. No illicit substance use. Other Geriatric Syndromes: - Falls: Recurrent falls. - Sleep issues: Insomnia. ESAS: - Pain, if mentioned: Mild pain in the right hip. - Tiredness, if mentioned: Reports feeling tired most of the time. - Depression, if mentioned: Reports feeling depressed. Current Medications: - Lisinopril 10mg daily - Donepezil 5mg daily Immunizations: - Pneumococcal vaccine - Influenza vaccine Physical Examination: - General appearance: Appears frail and elderly. - Cardiovascular system: Regular rate and rhythm. - Musculoskeletal system: Decreased range of motion in the right hip. - Neurological examination: Mild cognitive impairment. Investigations: - Pertinent lab work: CBC, CMP, TSH, Vitamin D. Impression: Mild cognitive impairment with functional decline and recurrent falls. Plan and Recommendations: - Management plan: Referral to physical therapy for gait training and fall prevention. Medication review. Home safety assessment. - Referrals to specialists or services: Physical therapy, occupational therapy. - Donepezil: Continue. - Goals of care: Maintain independence and prevent falls. Follow-up: Follow-up in 2 weeks.

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