Chronic Disease Management Plan
Created by
Nicole Walsh
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Nurse
Last edited
10/20/2026
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About this template
A reusable English template for documenting a patient’s eligibility, chronic conditions, assessment, care plan, goals, monitoring, referrals, review, and Medicare billing requirements under Chronic Disease Management services.
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Reporting Month/Year: 10/2023
Patient Information
Full Name: Robert John Evans
Date of Birth (DOB): 14/05/1952
Medical Record (MR) #: 482-910-3B
Primary Address: 42Jacaranda Street, Chermside QLD 4032
Contact Number: 0412 345 678
Emergency Contact: Margaret Evans (Wife), 0412 876 543
Usual Medical Practitioner: Dr Andrew Chen, MBBS, FRACGP
Practice Name: Northside Family Medical Centre
Practice Contact: (07) 3214 5678, admin@northsidefmc.com.au
Eligibility Criteria
- The patient’s chronic or terminal condition: Type 2 Diabetes Mellitus (T2DM) and Moderate Chronic Obstructive Pulmonary Disease (COPD); verified eligible for CDM services.
- Expected duration of condition(s): Both conditions are permanent and will continue for > 6 months.
- Verification of CDM service eligibility: Checked and confirmed via HPOS/MBS online on 10/10/2023.
- Usual medical practitioner’s role: Confirmed; practice has provided majority of care over the past 12 months and will continue for the next 12 months.
Chronic Medical Conditions
- Type 2 Diabetes Mellitus (ICD-10: E11.9)
- Diagnosed 2015, moderate severity. Latest HbA1c 7.8 %, eGFR 68 mL/min/1.73m², BMI 31 kg/m². Mild peripheral neuropathy noted bilaterally.
- Managed with metformin (Diabex®) 1,000 mg PO BID and empagliflozin (Jardiance®) 10 mg PO daily. Low-GI diet, daily BGL monitoring.
- Referred to podiatry and dietetics. Require 3-monthly HbA1c, annual microalbuminuria/U&E, and annual optometry review.
- Chronic Obstructive Pulmonary Disease (ICD-10: J44.9)
- Diagnosed 2018, GOLD Stage II (FEV1 62 % predicted). Experiences exertional dyspnoea (mMRC Grade 2) and occasional winter exacerbations.
- Managed with umeclidinium/vilanterol (Anoro Ellipta®) 62.5/25 mcg INH daily and salbutamol (Ventolin®) 100 mcg INH PRN. Pulmonary rehabilitation advised.
- Annual spirometry and ongoing review with respiratory clinic at Prince Charles Hospital as required.
Other Medical Conditions
- Essential Hypertension – Diagnosed 2012, well controlled on perindopril (Coversyl®) 5 mg PO daily. Latest BP 132/78 mmHg. Annual cardiovascular risk assessment and routine home BP monitoring.
- Bilateral Knee Osteoarthritis – Causes chronic joint pain and limits walking distance. Managed with paracetamol (Panadol Osteo®) 1,330 mg PO TID PRN and physiotherapy exercises.
Patient Assessment and Needs Identification
- Functional Status: Independent with ADLs. Walking limited to 200 m due to knee pain and SOB.
- Cognitive Status: Alert and oriented. Intact memory and comprehension; manages own appointments without prompts.
- Psychosocial Needs: Lives with supportive wife. Mild anxiety regarding dyspnoea episodes; no clinical depression (K10 score: 14).
- Nutritional Needs: Overweight (BMI 31 kg/m²). Struggles with carbohydrate portion control; referred to dietitian.
- Medication Management: Adherent to regimen, uses Webster-pak. Inhaler technique requires regular reinforcement; HMR planned to assess polypharmacy.
- Lifestyle Factors: Ex-smoker (ceased 2018, 40 pack-year hx). Alcohol: 2 standard drinks/week. Sedentary lifestyle; needs graded exercise program.
CDM Plan Development
Planned Interventions and Services
- Medical Management: 3-monthly clinical review for BP, weight, foot check, and HbA1c. Annual renal panel, lipids, and spirometry. Adjust hypoglycaemic agents if HbA1c remains > 7.5 %.
- Preventive Care Needs: Annual influenza vaccine (completed 04/2023), COVID-19 booster (completed 05/2023), Pneumococcal vaccine (Prevenar 13® due today). Bowel cancer screening up to date.
- Patient Education: Educated on COPD action plan, spacer/inhaler technique, hypoglycaemia recognition, and daily foot care.
- Referrals to Allied Health Services:
- Physiotherapy: Referred for knee OA strengthening and pulmonary rehabilitation to improve exercise tolerance.
- Dietetics: Referred for caloric restriction and diabetic diet education to achieve weight loss and lower HbA1c.
- Podiatry: Referred for diabetic neuropathy screening and routine nail/foot care to prevent ulceration.
- Pharmacy Medication Review: Home Medicines Review (HMR) requested to assess inhaler technique and optimise regimen.
Health Goals (Short and Long-Term)
- Short-Term Goal 1: Reduce HbA1c from 7.8 % to < 7.2 % within 3 months.
- Short-Term Goal 2: Walk for 15 minutes continuously 4 times/week within 3 months.
- Long-Term Goal 1: Achieve and maintain a 5 kg weight loss over 12 months.
- Long-Term Goal 2: Prevent COPD exacerbations and hospital admissions over the next 12 months.
Monitoring and Support Services
Date: 10/10/2023
- Service Provided: Baseline observations, inhaler technique assessment, and COPD Action Plan education.
- Duration: 30 minutes
- Provider Name & Credentials: Sarah Jenkins, NP
Date: 15/11/2023
- Service Provided: Foot examination, neuropathy screening, and BGL log review.
- Duration: 20 minutes
- Provider Name & Credentials: Sarah Jenkins, NP
Date: 12/12/2023
- Service Provided: Dietary adherence check, weight check, and medication compliance review.
- Duration: 20 minutes
- Provider Name & Credentials: Sarah Jenkins, NP
Referrals to Allied Health Professionals
- GPMP and Team Care Arrangements (TCAs) Status: GPMP and TCAs completed and signed by patient on 10/10/2023.
- Referral Letter Status: EPC referral forms sent via secure message to allied health providers on 10/10/2023.
- Allied Health Practitioners Engaged:
- Dietitian: Appointment scheduled for 24/10/2023
- Physiotherapist: Appointment scheduled for 26/10/2023
- Podiatrist: Appointment scheduled for 02/11/2023
Review and Reassessment
- Planned Review Date: 10/01/2024
- Changes in Patient Condition: Baseline plan; no acute changes at present.
- Plan Modifications: No modifications required at this stage; review in 3 months.
Billing and Medicare Compliance
- CDM Plan Development: Claimed under MBS Item 721.
- Monitoring and Support Services: Claimed under MBS Item 10997 (Enter the number of units: 3).
- Allied Health Referrals: Claimed under MBS Item 723.
- Review Services: Scheduled to be claimed under MBS Item 732 at 3-month mark.
Signatures
Usual Medical Practitioner: Dr Andrew Chen, MBBS, FRACGP
Date: 10/10/2023
Practice Nurse/Support Staff Signature: Sarah Jenkins, NP
Date: 10/10/2023
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.