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    Chronic Care Management Note

    Created by

    Jennifer Miller

    Specialty

    Family Medicine Specialist

    Last edited

    10/20/2026

    Uses

    0 times

    Tags

    Family Medicine Specialist

    About this template

    A reusable template for documenting chronic care follow-up, including patient-reported concerns, examination findings, condition-specific assessment and planning, medication use, investigations, referrals, and care coordination.

    Preview template

    Subjective

    Arthur Pendelton (DOB: 14/05/1952, MRN: 492-817-33) is a 71-year-old male presenting via telephone on 15/10/2023 at 14:15 CST for monthly Chronic Care Management (CCM) follow-up regarding T2DM, essential HTN, and bilateral knee OA.

    Objective

    Type 2 Diabetes Mellitus (T2DM) Patient reports checking fasting blood glucose (FBG) 4 times weekly; values range 110–135 mg/dL. Asymptomatic; denies polyuria, polydipsia, or hypoglycemic episodes. Denies blurred vision or paresthesias.

    Essential Hypertension (HTN) Home BP log averages 128/78 mmHg over the past 2 weeks. Well-controlled; 100% adherent to lisinopril 20 mg PO daily and low-sodium diet. Denies chest pain, SOB, or lower extremity edema.

    Osteoarthritis (OA) of bilateral knees Reports intermittent aching pain in bilateral knees, worse in the mornings. Mild to moderate (4/10 on VAS), resolving within 30 minutes of ambulation. Applying diclofenac (Voltaren®) 1% topical gel QID PRN and performing daily low-impact stretching. Denies joint locking, catching, or acute swelling.

    Physical Exam

    Deferred due to audio-only telephone encounter format.

    Assessment and Plan

    Physical Exam

    Deferred due to audio-only telephone encounter format.

    Assessment / Plan

    1. T2DM: At goal (most recent HbA1c 6.8%). Continue metformin (Glucophage®) 1,000 mg PO BID. Goal FBG 80–130 mg/dL.
    2. Essential HTN: At goal (< 130/80 mmHg). Continue lisinopril (Prinivil®) 20 mg PO daily. Maintain daily home BP logs.
    3. Bilateral knee OA: Stable. Continue diclofenac 1% gel topically QID PRN and home exercise program. Avoid oral NSAIDs given HTN and renal protection goals.

    Discussion Notes

    Chart review (10 mins) and interactive telephone call (15 mins) completed; total CCM time 25 minutes. Patient is stable, ambulatory, and lives at home with supportive spouse who assists with meal prep. Actively engaged in self-monitoring (BP and glucose logs) and receptive to lifestyle coaching. Denies recent ED visits, hospitalizations, or falls over the past 30 days. Adherent to all prescribed regimens; 90-day refills confirmed at local pharmacy with no barriers to access. Reviewed labs from 02/10/2023: HbA1c 6.8%, eGFR 72 mL/min/1.73m², K 4.2 mmol/L, urine microalbumin/creatinine ratio 18 mg/g. Annual dilated eye exam scheduled with Ophthalmology for 12/11/2023. In-clinic PCP follow-up scheduled for 18/01/2024 at 09:30 CST; spouse will provide transportation. Reviewed hypoglycemic/hyperglycemic red flags and signs of hypertensive urgency. Instructed to call clinic for FBG > 250 mg/dL, BP > 160/100 mmHg, or worsening joint pain. Next CCM call in 30 days.

    How to use this template

    This template can be used to assist with various tasks in the medical field. You can use it to generate notes, manage patient information, or assist with diagnosis and the Assessment and Plan. To use this template, simply click the “Use Template” button above. If you have any questions or need assistance, feel free to reach out to the support team or refer to the description and example output provided above.

    Tags

    Family Medicine Specialist