Medical Assessment Sheet

Medical Assessment Sheet

I. Patient Information

The Medical Assessment Sheet begins with basic patient details. This information is essential for identifying and tracking the patient.

  • Full Name: Jake Willms

  • Date of Birth: July 15, 1990

  • Gender: Male

  • Address: Arlington, TX 76001

  • Phone Number: 222 555 7777

  • Email Address: jake@you.mail

  • Emergency Contact: Amelia Pagac, 222 555 7777

  • Insurance Provider: HealthFirst Insurance

II. Medical History

  • Current Medical Conditions:

    • Hypertension

    • Type 2 Diabetes

  • Past Surgeries:

    • Appendectomy, March 12, 2015

  • Known Allergies:

    • Penicillin

    • Pollen

  • Family History:

    • Father: Heart Disease

    • Mother: Breast Cancer (Remission)

III. Current Medications

List of medications the patient is currently taking to manage health conditions.

Medication Name

Dosage

Frequency

Start Date

Prescribing Doctor

Lisinopril

10 mg

Once daily

June 01, 2020

Dr. Maxwell Mante

Metformin

500 mg

Twice daily

January 10, 2023

Dr. Orval Grimes

Aspirin

81 mg

Once daily

April 05, 2023

Dr. Orval Grimes

IV. Initial Patient Evaluation

  • Chief Complaints:

    • Frequent headaches

    • Occasional dizziness

  • Symptoms Noted:

    • Fatigue

    • Mild shortness of breath after exercise

  • Physical Exam Findings:

    • Blood Pressure: 140/90 mmHg

    • Pulse Rate: 82 beats per minute

    • Temperature: 98.6°F

V. Pre-Surgery Assessment

Before a scheduled procedure, the patient’s overall health and readiness for surgery are assessed in this section.

  • Procedure Scheduled: Knee Replacement Surgery

  • Scheduled Date: February 15, 2050

  • Pre-Operative Tests Completed:

    • Blood work: Normal

    • Chest X-ray: Clear

    • ECG: Normal

  • Surgeon: Dr. Lance Nader

  • Anesthesiologist: Dr. Jackie Tillman

VI. Follow-Up Appointments

A record of any subsequent visits for follow-up care after treatment or surgery. This ensures proper healing and addresses any concerns post-procedure.

Date of Visit

Doctor's Name

Key Observations

Treatment Plan

Next Appointment Date

March 10, 2050

Dr. Lance Nader

Mild swelling around the knee joint

Physical therapy

April 10, 2050

April 10, 2050

Dr. Lance Nader

Recovery on track, slight discomfort

Continue therapy

May 10, 2050

VII. Emergency Room (ER) Triage

  • Date of Visit: May 20, 2050

  • Reason for Visit: Severe chest pain and shortness of breath

  • Vital Signs:

    • Blood Pressure: 150/95 mmHg

    • Heart Rate: 120 beats per minute

    • Oxygen Saturation: 95%

  • Initial Diagnosis: Possible heart attack

  • Immediate Care Plan: Administer oxygen, IV fluids, and prepare for an EKG

VIII. Insurance and Claims Processing

  • Insurance Claim Number: 234567891

  • Date of Service: January 05, 2050

  • Procedure: Routine Check-up

  • Claim Status: Pending approval


Prepared by: [YOUR NAME]
[YOUR EMAIL]

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