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prior to the appointment
chart scrub - go over chart and look for gaps in care
morning huddle - condense and report findings to the provider
vital signs & measurements
weight
height - once a year for adults, every visit for pediatric patients
pulse
respiration
blood pressure
Sp02 - depending on symptoms or provider preference
P
provoke vs palliative
anything that triggered the symptoms or anything that relieves the symptoms
Q
quality vs quantity
describe their symptoms and on what level they are feeling them
R
region vs radiation
specific area of the symptoms and if the symptoms are growing or moving
S
severity scale
how severe the symptoms are
T
timing
how long the symptoms have been experienced
questions asked each visit
medication reconciliation
current pharmacy
allergy list
exercise vitals
last menstrual period
smoking status
PHQ-9
depression screening
PHQ-2 is a shortened version that some clinics also utilize
GAD-7
anxiety screening
DAST
drug screening
social needs screening
CMS developed a more in-depth version that includes elements of the PHQ-9, DAST and other common questionnaires
SBAR
situation - what the patient is coming in for, the chief complaint
background - additional details regarding the chief complaint, anything pertinent discovered in the interview (pain scale, duration of symptoms, medication change, additional symptoms)
assessment - your perspective regarding the patient and/or ways to provide the best care possible
recommendation/request - anything you are needing from the provider, anything the patient has requested to discuss
AHRQ
agency for healthcare research and quality
AVS
after visit summary