Medication Refill
Created by
Jennifer Miller
Specialty
Nurse Practitioner
Last edited
10/20/2026
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0 times
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About this template
A reusable clinical documentation structure for medication-refill encounters. It captures patient details, visit purpose, treatment concerns, review of systems, objective findings, discussion, assessment and plan, preventive care, follow-up, and diabetes quality measures.
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Patient Info
- Robert Jenkins, 58-year-old male
- Dr. Sarah Miller, MD
- PMH: History of essential HTN, T2DM, and hyperlipidemia.
Reason For Visit
- Medication refill for HTN, T2DM, and hyperlipidemia regimens.
Prior HPI/Last OV Notes
- Seen 6 months ago for routine chronic disease management; BP was mildly elevated and home BP log was advised.
- Lisinopril (Prinivil®) increased from 10 mg to 20 mg PO daily 6 months ago due to suboptimal BP readings.
- Seen by ophthalmology (Dr. Patel) on 12/09/2023 for annual diabetic retinal exam; no retinopathy noted, routine 1-year f/u advised.
Any Problems With Current Treatment Plan
- Reports occasional mild GI upset if metformin (Glucophage®) is taken on an empty stomach; resolves when taken with meals. No issues with antihypertensive or statin therapy.
- PRELABS
- CMP: Glucose 132 mg/dL, BUN 18 mg/dL, Cr 0.9 mg/dL, eGFR > 60 mL/min/1.73m², K 4.3 mmol/L, AST 22 U/L, ALT 25 U/L
- Lipid Panel: Total Chol 168 mg/dL, Triglycerides 140 mg/dL, HDL 45 mg/dL, LDL 95 mg/dL
- A1c: 6.8 %
- Fasting glucose mildly elevated at 132 mg/dL.
- BP 134/82 mmHg
Any New Information/Health Concerns Since Last Visit
- No recent hospitalizations, ER visits, or acute illnesses.
- Reports mild bilateral knee stiffness in the mornings lasting < 15 minutes, improving with movement.
- Patient viewpoint: Satisfied with current glycemic and lipid control; hopes to avoid adding more daily medications and prefers managing knee stiffness conservatively.
Social Hx
- Lives with wife in a single-family home, works full-time as an accountant. Never smoker, drinks 1-2 beers on weekends, walks 30 minutes 3x/week.
ROS
CONSTITUTIONAL: no fever, no weight loss, no malaise
EYES: no visual change
EARS: NONE reported
NOSE: NONE reported
MOUTH/THROAT: NONE reported
CV: no chest discomfort, exertional dyspnea, palpitations, or ankle edema
RESP: no cough, wheezing, or dyspnea
GI: no abdominal discomfort, nausea, vomiting, or diarrhea
GU: no urinary difficulty or increased urinary frequency
MSK: Mild bilateral morning knee stiffness; no myalgias, muscle weakness, or back pain
SKIN: no rash or non-healing lesion
NEURO: no numbness, dizziness, or headache
PSYCH: no depression, sleep disturbance, or anxiety
ENDOCRIN: no fatigue
HEME/LYMPH: NONE reported
ALLERGY: NONE reported
Objective
- BP 134/82 mmHg, HR 74 bpm, RR 14 breaths/min, Temp 36.8 °C, SpO2 98 % on RA, Wt 88.5 kg, BMI 27.8 kg/m²
- POC A1c: 6.8 %
- Bilateral lower extremities without pitting edema; pedal pulses 2+ bilaterally; monofilament sensation intact.
GENERAL: Appears well, NAD.
EYES: PERRL, EOMs intact.
NECK: Supple.
RESP: Breathing unlabored, CTA.
CV: RRR, without murmur.
SKIN: Warm and dry, without rash.
NEURO: Alert and oriented.
PSYCH: Calm and cooperative.
Discussion
-
Robert Jenkins, 58 yo male, presents for routine 6-month follow-up and medication refills for T2DM, HTN, and hyperlipidemia.
-
POC A1c today is 6.8 %. Prelabs from 10/03/2024 show stable renal function (Cr 0.9 mg/dL), normal potassium (4.3 mmol/L), and LDL at goal (95 mg/dL).
Impression & Plan
- Type 2 diabetes mellitus without complications
- STABLE
- ORDERED: Urine microalbumin/creatinine ratio.
- POC: CONTINUE metformin (Glucophage®) 1,000 mg PO BID with meals (90-day supply with 1 refill).
- INSTRUCTIONS: Continue low-carbohydrate diet, regular aerobic exercise, and taking medication with food to minimize GI upset.
- Essential hypertension
- STABLE
- ORDERED: BMP in 6 months prior to next visit.
- POC: CONTINUE lisinopril (Prinivil®) 20 mg PO daily (90-day supply with 1 refill).
- INSTRUCTIONS: Continue low-sodium diet and monitor BP at home weekly; call clinic if readings consistently > 140/90 mmHg.
- Hyperlipidemia
- STABLE
- ORDERED: Lipid panel in 12 months.
- POC: CONTINUE atorvastatin (Lipitor®) 20 mg PO daily (90-day supply with 1 refill).
- INSTRUCTIONS: Report any unexplained muscle pain or weakness.
Preventative Care:
CANCER SCREENINGS:
- Colon Cancer Screening: Colonoscopy completed 14/05/2021, normal; repeat due in 2031.
- Prostate Cancer Screening: Discussed PSA screening; patient deferred at this time.
VACCINES:
- Shingles Vaccine: Shingrix series completed in 2022.
- Flu Vaccine: Administered October 2023.
Follow Up
- 6 months
Plan For Future
- Complete fasting CMP, A1c, and urine microalbumin 1 week prior to next scheduled appointment in 6 months.
DM Quality Measures
- DM Foot Exam: Performed today; normal monofilament sensation, 2+ pedal pulses, skin intact.
- Microalbumin: Ordered today.
- DM Eye Exam: Completed 12/09/2023 by Dr. Patel (normal).
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.