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National Colony, Aurangabad, 431001 · Mon - Fri: 9am - 5pm

Report #70 · Care management

September 2024: COPD, CKD 4, diabetes, hypertension, hyperlipidemia

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Clinical note · #70

Care management

Patient: Robert Thompson · MRN: 987654321 · DOB: 02/12/1952 · Date of service: 10/05/2024 · Provider: Dr. Jane Smith, MD · Facility: Green Valley Skilled Nursing Facility

Total time spent: 58 minutes · Service period: 09/01/2024 – 09/30/2024

Monthly assessment

  • COPD: stable symptoms with occasional shortness of breath on exertion. No acute exacerbations during the month. Continued albuterol inhaler as needed (about 2–3 times per day). Pulmonary rehab referral made and scheduled for the following month. Stable, no exacerbations.
  • Chronic kidney disease, stage 4: continues to experience fatigue but denies swelling or signs of fluid overload. Stable creatinine (2.8 mg/dL) and eGFR of 28 mL/min. Dietary adherence improving, per patient. Nephrology follow-up next month. Stable, maintaining dietary restrictions.
  • Type 2 diabetes mellitus: inconsistently taking insulin as prescribed but improved blood sugar monitoring. Fasting glucose 150–220 mg/dL; HbA1c 8.4%. Insulin adjustments discussed at the monthly check-in, with education reinforced. Suboptimal control, needs medication adjustment and close follow-up.
  • Hypertension: BP averaging 145/95 mmHg despite treatment. Amlodipine added during the month; educated on home BP monitoring. Uncontrolled, follow-up required.
  • Hyperlipidemia: discontinued atorvastatin due to muscle pain; began ezetimibe. LDL 145 mg/dL. Lifestyle modifications encouraged. Needs further monitoring.

Cumulative time log

DateService providedTime
09/05/2024Reviewed lab results (creatinine, eGFR, HbA1c), documented in medical record, contacted nephrology.15 min
09/10/2024Phone call to discuss blood pressure readings and medication compliance; reinforced education.12 min
09/15/2024Adjusted diabetes medication regimen, documented changes, updated care plan for glucose management.10 min
09/20/2024Phone call about COPD symptoms and inhaler use; confirmed rehab referral; documented.8 min
09/25/2024Reviewed medication list; education on CKD dietary restrictions and monitoring.13 min

Interventions and actions

ConditionInterventionAction taken
COPDAlbuterol as needed; pulmonary rehab referralRehab referral scheduled
CKDDietary restrictions (low sodium, low protein)Nephrology follow-up next month
DiabetesAdjust insulin regimenGlargine 24 units HS; sliding-scale Humalog with meals
HypertensionHome BP monitoring; adjust medicationAmlodipine added; educated on home monitoring
HyperlipidemiaMonitor LDL; lifestyle and dietary changesEzetimibe started; dietary consultation

Goals

  • Short term (1–3 months): COPD inhaler use no more than 2×/day within 4 weeks; stabilize creatinine within 3 months; daily glucose under 180 mg/dL within 1 month; BP under 140/90 within 4 weeks; LDL under 130 mg/dL within 3 months.
  • Long term (6–12 months): prevent COPD decline and exacerbations; delay dialysis; HbA1c under 7.5% in 6 months; maintain BP under 140/90; LDL under 100 mg/dL.

Next steps

Pulmonology, nephrology and endocrinology appointments in 4–6 weeks. Repeat creatinine, eGFR and HbA1c in 3 months. Primary care visit in 30 days to reassess BP, blood sugar and response to new medications.

Dr. Jane Smith, MD · 10/05/2024