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Nephrology — New Patient Consultation Template

Nephrology Nephrology Updated: 11/26/2025

The Nephrology New Patient Consultation Template is designed for nephrologists evaluating patients with kidney disease. This comprehensive template documents CKD staging, proteinuria assessment, electrolyte abnormalities, and renal replacement therapy planning. Supports appropriate billing for new patient consultations (99243-99245) and includes sections for GFR calculation, urinalysis interpretation, dialysis access planning, and transplant evaluation. Ideal for general nephrology practices, dialysis centers, and transplant programs.

Template

Consultation Information

Referring physician: [Name, specialty]
Reason for referral: [Chief complaint]
Date of consultation: [Date]
Urgency: Routine / Urgent

Chief Complaint

[Primary nephrology concern]
Duration: [X] days/weeks/months/years
Current status: Stable / Progressive / Acute deterioration

History of Present Illness

For Chronic Kidney Disease

CKD History:

Duration of known CKD: [X] months/years
Presumed etiology: [Diabetes / HTN / GN / PKD / Unknown / Other]
Baseline creatinine: [X] mg/dL — Date: [X]
Current creatinine: [X] mg/dL
Rate of decline: [X] mL/min/year
Prior nephrology care: None / [Provider, date]

CKD Stage Progression:
DateCreatinineeGFRStage
[X][X][X][X]
[X][X][X][X]
[X][X][X][X]
Proteinuria History:

UACR: [X] mg/g — Date: [X]
24-hour urine protein: [X] mg/day — Date: [X]
Trend: Stable / Improving / Worsening

For Acute Kidney Injury

AKI Presentation:

Baseline creatinine: [X] mg/dL
Peak creatinine: [X] mg/dL
KDIGO Stage: [1/2/3]

  • Stage 1: Cr increase ≥0.3 or 1.5-1.9x baseline
  • Stage 2: Cr 2.0-2.9x baseline
  • Stage 3: Cr ≥3.0x baseline or ≥4.0 or initiation of RRT

Urine output: [X] mL/day — Oliguria: Yes / No
Timeline: [Course of AKI]

Potential Etiologies:

Pre-renal:

  • Hypovolemia: [Bleeding, GI losses, poor intake]
  • Hypotension: [Sepsis, cardiac, medications]
  • Medications: [NSAIDs, ACEi/ARB, diuretics]

Intrinsic:

  • ATN: [Ischemic, nephrotoxic]
  • Interstitial nephritis: [Drug-induced, infection]
  • Glomerulonephritis: [Suspected type]
  • Vascular: [Atheroembolic, TMA]

Post-renal:

  • Obstruction: [BPH, stones, malignancy]

For Glomerulonephritis

Presentation:

Nephrotic: Proteinuria >3.5g/day, edema, hypoalbuminemia, hyperlipidemia
Nephritic: Hematuria, RBC casts, HTN, modest proteinuria, AKI
Mixed features: Yes / No

Suspected Etiology:

Primary glomerular: [MCD, FSGS, MN, IgAN, MPGN]
Secondary: [Diabetes, lupus, amyloid, infection-related]
Prior kidney biopsy: None / [Date, findings]

For Electrolyte Abnormalities

Hyponatremia:

Sodium: [X] mEq/L — Duration: [Acute/chronic]
Symptoms: None / [Confusion, seizure, nausea]
Volume status: Hypovolemic / Euvolemic / Hypervolemic
Serum osmolality: [X] mOsm/kg
Urine osmolality: [X] mOsm/kg
Urine sodium: [X] mEq/L

Hyperkalemia:

Potassium: [X] mEq/L
ECG changes: None / [Peaked T, widened QRS, etc.]
Medications: [ACEi, ARB, K-sparing diuretics, NSAIDs]
Diet: [Potassium intake]

Metabolite Acidosis:

pH: [X], Bicarbonate: [X] mEq/L
Anion gap: [X] — Elevated / Normal
Etiology: [CKD, RTA, lactic, ketoacidosis, toxic]

CKD Complications

Anemia:

Hemoglobin: [X] g/dL
Iron studies: Ferritin [X], TSAT [X]%
ESA therapy: None / [Drug, dose]

Mineral Bone Disease:

Calcium: [X] mg/dL
Phosphorus: [X] mg/dL
PTH: [X] pg/mL
Vitamin D 25-OH: [X] ng/mL
Vitamin D 1,25-OH: [X] pg/mL

Volume/BP:

Edema: None / [1-4+, location]
Weight change: [+/- X] lbs
Blood pressure: [Current control]

Uremic Symptoms:

Fatigue: None / Mild / Moderate / Severe
Anorexia: None / Present
Nausea: None / Present
Pruritus: None / Present
Sleep disturbance: None / Present
Cognitive changes: None / Present

Dialysis/Transplant History (if applicable)

Dialysis: Never / Current / Prior

  • Modality: HD / PD
  • Access: [Fistula, graft, catheter — location]
  • Start date: [X]
  • Schedule: [X times/week, X hours]
  • Adequacy: Kt/V [X]

Transplant: Never / [Date, type, donor]

  • Prior rejections: None / [Episodes]
  • Current immunosuppression: [Regimen]

Past Medical History

Diabetes: No / Yes — Duration: [X] years, A1c: [X]%

  • Complications: Retinopathy / Neuropathy / Nephropathy

Hypertension: No / Yes — Duration: [X] years

  • Control: Good / Fair / Poor

Heart failure: No / Yes — EF: [X]%
CAD: No / Yes — [Interventions]
PVD: No / Yes
Lupus/autoimmune: No / Yes — [Type]
Hepatitis B/C: No / Yes — [Status]
HIV: No / Yes — [Status]
PKD: No / Yes — [Family history]
Malignancy: No / Yes — [Type, treatment]

Surgical History

[Relevant surgeries, especially:]
Kidney biopsy: None / [Date, findings]
Dialysis access procedures: None / [Type, date, location]
Transplant: None / [Date, type]
Nephrectomy: None / [Reason]
Urologic surgery: None / [Procedure]

Medications

Current medications: [List with doses]
Nephrotoxic medications:

  • NSAIDs: No / Yes — [Drug, frequency]
  • Aminoglycosides: No / Yes
  • Contrast: Recent / [Date]
  • Lithium: No / Yes
  • Other: [List]

Renally-dosed medications: [Confirm appropriate dosing]

Allergies

[Drug allergies with reactions]
Contrast allergy: No / Yes — [Reaction, premedication]

Family History

CKD/ESRD: No / Yes — [Relationship, etiology]
PKD: No / Yes — [Relationship]
Diabetes: No / Yes — [Relationship]
Hypertension: No / Yes — [Relationship]

Social History

Tobacco: Current / Former / Never — Pack-years: [X]
Alcohol: [Quantity, frequency]
Employment: [Status, disability]
Insurance: [Type — relevant for transplant/dialysis]
Living situation: [Support system]
Transportation: [Access to dialysis if needed]

Physical Examination

Vital Signs

BP: [X/X] — [Seated, standing]
HR: [X]
Temp: [X]°F
Weight: [X] — Dry weight (if dialysis): [X]
I&O: [If applicable]

General

Appearance: Well / [Uremic, volume overloaded, ill]
Distress: None / [Description]

HEENT

Sclera: Anicteric / Icteric
Conjunctiva: Pink / Pale
JVD: Absent / [X] cm above sternal angle

Cardiovascular

Rhythm: Regular / [Irregular]
Murmurs: None / [Description]
Rub: Absent / Present
Edema: None / [Grade, distribution]

Pulmonary

Breath sounds: Clear / [Crackles — location]
Pleural effusion: Absent / [Side]

Abdominal

Soft / [Distended]
Ascites: Absent / Present — [Shifting dullness, fluid wave]
Kidneys: Not palpable / Enlarged [PKD]
Bruit: Absent / Present
Transplant kidney: [If present — tender, size]

Extremities

Edema: None / [Grade 1-4, pitting, distribution]
Pulses: [Intact / Diminished]

Dialysis Access (if applicable)

Type: Fistula / Graft / Catheter
Location: [Anatomic site]
Thrill: Present / Absent
Bruit: Present / Absent
Signs of infection: None / [Erythema, drainage, tenderness]
Steal syndrome: Absent / [Present — symptoms]

Skin

Uremic frost: Absent / Present
Excoriations: None / [From pruritus]
Calciphylaxis: Absent / [Lesions]

Neurologic

Asterixis: Absent / Present
Mental status: Alert / [Encephalopathy]
Peripheral neuropathy: Absent / Present

Laboratory Review

Renal Function

DateCreatinineBUNeGFRStage
[Current][X][X][X][X]
[Prior][X][X][X][X]

Electrolytes

Sodium: [X] mEq/L
Potassium: [X] mEq/L
Chloride: [X] mEq/L
Bicarbonate: [X] mEq/L
Anion gap: [X]
Calcium: [X] mg/dL (corrected: [X])
Phosphorus: [X] mg/dL
Magnesium: [X] mg/dL

CBC

Hemoglobin: [X] g/dL
Hematocrit: [X]%
Platelets: [X]

Iron Studies

Ferritin: [X] ng/mL
TSAT: [X]%
Iron: [X]
TIBC: [X]

Mineral Bone

PTH: [X] pg/mL
Vitamin D 25-OH: [X] ng/mL
Alkaline phosphatase: [X]

Urinalysis

Specific gravity: [X]
pH: [X]
Protein: [X]
Blood: [X]
RBC: [X]/hpf
WBC: [X]/hpf
Casts: None / [Type]
Crystals: None / [Type]

Proteinuria Quantification

UACR: [X] mg/g — Category: [A1/A2/A3]
UPCR: [X] mg/g
24-hour urine protein: [X] mg/day

Serologies (if indicated)

ANA: [Result]
Anti-dsDNA: [Result]
Complement C3/C4: [Results]
ANCA: [Result]
Anti-GBM: [Result]
Hepatitis B/C: [Status]
HIV: [Status]
SPEP/UPEP: [Results]
Kappa/Lambda: [Results]

Imaging

Renal ultrasound: [Date]

  • Right kidney: [X] cm, [Echogenicity, cysts, hydronephrosis]
  • Left kidney: [X] cm, [Findings]
  • Bladder: [PVR]

Other imaging: [CT, MRI, nuclear scan — findings]

Assessment

CKD Staging (if CKD)

eGFR: [X] mL/min/1.73m² — Stage: [G1-G5]
Albuminuria: [X] mg/g — Category: [A1-A3]
KDIGO Risk: [Low / Moderate / High / Very High]
1) [Primary nephrology diagnosis]

  • Etiology: [Known/presumed]
  • Stage/severity: [X]
  • Trajectory: [Stable/progressive, rate]

2) [Secondary diagnoses — CKD complications, electrolyte issues]
3) [Comorbidities affecting kidney disease]

Plan

Diagnostic Workup

  • [ ] Repeat labs: [BMP, CBC, etc.]
  • [ ] 24-hour urine: [Protein, creatinine clearance, electrolytes]
  • [ ] Serologic workup: [ANA, ANCA, complement, etc.]
  • [ ] Renal ultrasound
  • [ ] Kidney biopsy — Indication: [X]
  • [ ] Other: [Specify]

Medical Management

Blood Pressure:
  • Target: <130/80 (or <120/80 if tolerated)
  • [ ] ACEi/ARB: [Drug, dose] — Maximize if tolerated
  • [ ] Other antihypertensives: [As needed]
  • [ ] Diuretic: [Drug, dose]
  • [ ] SGLT2 inhibitor: [Drug, dose] — For CKD progression
Proteinuria:
  • [ ] Maximize ACEi/ARB
  • [ ] SGLT2 inhibitor
  • [ ] MRA (finerenone): [If indicated]
  • [ ] Dietary protein restriction
Diabetes (if applicable):
  • A1c target: [X]%
  • [ ] SGLT2 inhibitor (dual benefit)
  • [ ] GLP-1 agonist
  • [ ] Renally dose other agents
CKD-MBD:
  • [ ] Phosphate binder: [Drug, dose]
  • [ ] Vitamin D: [Ergocalciferol / Calcitriol / Paricalcitol]
  • [ ] Calcimimetic: [If indicated]
Anemia:
  • Target Hgb: 10-11 g/dL
  • [ ] Iron supplementation: [Oral / IV]
  • [ ] ESA: [Drug, dose, frequency]
Metabolic Acidosis:
  • Target bicarbonate: >22 mEq/L
  • [ ] Sodium bicarbonate: [Dose]
Hyperkalemia:
  • [ ] Dietary counseling
  • [ ] Potassium binder: [Drug, dose]
  • [ ] Adjust medications
Volume:
  • [ ] Sodium restriction
  • [ ] Fluid restriction: [X] L/day
  • [ ] Diuretics: [Drug, dose]

Renal Replacement Planning (if approaching ESRD)

Estimated time to ESRD: [X] months
Modality education: [ ] Provided / [ ] Scheduled

  • [ ] Hemodialysis
  • [ ] Peritoneal dialysis
  • [ ] Home hemodialysis
  • [ ] Conservative/palliative care

Vascular access:

  • [ ] Refer for fistula creation
  • [ ] Avoid venipuncture/IVs in non-dominant arm

Transplant:

  • [ ] Transplant referral
  • [ ] Living donor education

Medication Adjustments

  • [ ] Renally dose: [Medications]
  • [ ] Discontinue nephrotoxic: [Medications]
  • [ ] Avoid contrast if possible

Referrals

  • [ ] Vascular surgery (access)
  • [ ] Transplant nephrology
  • [ ] Dietitian
  • [ ] Social work
  • [ ] Diabetes educator
  • [ ] Other: [Specify]

Patient Education

  • CKD stage and prognosis explained
  • Dietary restrictions reviewed (sodium, potassium, phosphorus, protein)
  • Medication instructions
  • Avoid NSAIDs, nephrotoxins
  • Importance of BP and glucose control
  • Signs of volume overload
  • When to call (symptoms of uremia, hyperkalemia)

Follow-up

Return: [X] weeks/months

  • Labs prior to visit: [Specific tests]
  • More frequent if: [CKD stage 4-5, rapid progression]

Sooner if: [Oliguria, severe edema, dyspnea, confusion, hyperkalemia symptoms]

Communication

Discussed with patient/family: [Topics, goals of care]
Report sent to: [Referring physician, PCP]

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