Nephrology — New Patient Consultation Template
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]
| Date | Creatinine | eGFR | Stage |
|---|---|---|---|
| [X] | [X] | [X] | [X] |
| [X] | [X] | [X] | [X] |
| [X] | [X] | [X] | [X] |
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]
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
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
Potassium: [X] mEq/L
ECG changes: None / [Peaked T, widened QRS, etc.]
Medications: [ACEi, ARB, K-sparing diuretics, NSAIDs]
Diet: [Potassium intake]
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]
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
Edema: None / [1-4+, location]
Weight change: [+/- X] lbs
Blood pressure: [Current control]
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
| Date | Creatinine | BUN | eGFR | Stage |
|---|---|---|---|---|
| [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
- [ ] Maximize ACEi/ARB
- [ ] SGLT2 inhibitor
- [ ] MRA (finerenone): [If indicated]
- [ ] Dietary protein restriction
- A1c target: [X]%
- [ ] SGLT2 inhibitor (dual benefit)
- [ ] GLP-1 agonist
- [ ] Renally dose other agents
- [ ] Phosphate binder: [Drug, dose]
- [ ] Vitamin D: [Ergocalciferol / Calcitriol / Paricalcitol]
- [ ] Calcimimetic: [If indicated]
- Target Hgb: 10-11 g/dL
- [ ] Iron supplementation: [Oral / IV]
- [ ] ESA: [Drug, dose, frequency]
- Target bicarbonate: >22 mEq/L
- [ ] Sodium bicarbonate: [Dose]
- [ ] Dietary counseling
- [ ] Potassium binder: [Drug, dose]
- [ ] Adjust medications
- [ ] 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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