Primary Care — Asthma Management Visit Template
The Asthma Management Visit Template is designed for primary care providers, pediatricians, and pulmonologists managing patients with asthma. This focused template documents asthma control assessment, medication management, environmental trigger identification, action plan review, and patient education. The template supports appropriate billing for chronic disease management visits and includes sections for asthma control assessment using standardized tools, symptom frequency and severity, medication adherence and technique, environmental triggers and exposure, physical examination including respiratory assessment, peak flow measurements if applicable, assessment of asthma control level, medication adjustments including controller and rescue medications, asthma action plan review and updates, patient education on trigger avoidance and medication use, and follow-up planning. This template ensures comprehensive asthma care, supports asthma control goals, facilitates medication optimization, and improves patient outcomes through systematic management. Ideal for primary care practices managing asthma, pediatric practices, pulmonology practices, and practices participating in asthma quality improvement programs.
Template
Visit Information
Visit type: Routine asthma follow-up / Acute asthma exacerbation
Date of last asthma visit: [Date]
Asthma Control Assessment
Symptom frequency: [Days per week with symptoms]
Nighttime symptoms: [Nights per week]
Activity limitation: None / [Specify]
Rescue inhaler use: [Times per week]
Asthma control: Well-controlled / Not well-controlled / Very poorly controlled
Symptom Review
Cough: None / [Frequency]
Wheezing: None / [Frequency]
Shortness of breath: None / [Frequency]
Chest tightness: None / [Frequency]
Exercise tolerance: Good / Limited
Medication Review
Controller medications: [List with dosages and adherence]
Rescue medications: [List with frequency of use]
Inhaler technique: Correct / Needs review
Spacer use: Yes / No
Medication side effects: None / [Specify]
Environmental Triggers
Known triggers: [Dust, pollen, pets, smoke, exercise, etc.]
Exposure: [Current exposure to triggers]
Home environment: [Smoking, pets, etc.]
Physical Examination
Vital signs: BP, HR, RR, Temp, SpO2
General: Appearance, respiratory distress
Respiratory: Rate, effort, breath sounds (clear / wheezes / decreased), accessory muscle use
Cardiovascular: [If relevant]
Other: [Relevant findings]
Peak Flow
Baseline: [If known]
Today: [If measured]
Percent of personal best: [If applicable]
Assessment
1) Asthma, [Severity classification]
- Control: Well-controlled / Not well-controlled / Very poorly controlled
- Triggers: [Identified triggers]
2) [Other diagnoses as applicable]
Plan
1) Asthma management:
- Controller medications: Continue / Adjust / Add: [specify]
- Rescue medications: Continue / Adjust: [specify]
- Action plan: Reviewed / Updated
2) Trigger avoidance: [Specific recommendations]
3) Patient education: [Medication technique, trigger avoidance, action plan, when to seek care]
4) Follow-up: Return in [timeframe] for asthma follow-up / Sooner if: [specify]
Patient Instructions
Asthma action plan reviewed. Medication technique reviewed. Warning signs discussed. Patient verbalized understanding.
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