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Primary Care — Diabetes Management Visit Template

Primary Care Internal Medicine Updated: 11/7/2025

The Diabetes Management Visit Template is specifically designed for primary care physicians, endocrinologists, and nurse practitioners managing patients with Type 1 or Type 2 diabetes mellitus. This focused template ensures comprehensive documentation of diabetes control, complications screening, medication management, and patient education required for quality reporting measures like HEDIS and MIPS. The template systematically addresses glycemic control metrics, diabetes-related complications assessment, cardiovascular risk reduction, medication optimization, and lifestyle modification counseling. Key sections include blood glucose monitoring review, A1C trends, hypoglycemia history, diabetic complication screening (retinopathy, nephropathy, neuropathy, cardiovascular disease), foot examination, medication adherence assessment, nutrition counseling documentation, and shared decision-making for treatment intensification. This template supports value-based care quality metrics including A1C control, blood pressure management, statin therapy, ACE inhibitor use, annual eye exams, and diabetic foot care. Ideal for chronic care management programs, endocrinology practices, and primary care providers managing the growing diabetic patient population.

Template

Chief Complaint

Diabetes follow-up.

HPI

Symptoms, home glucose logs/CGM, hypoglycemia events, diet, exercise, medication adherence, side effects.

ROS

Thirst, polyuria, vision changes, neuropathy symptoms, infections, weight changes.

Physical Exam

Vitals with BMI, general, cardiac, lungs, abdomen, foot exam (pulses, monofilament).

Assessment & Plan

Type 2 DM — control status (A1c trend). Adjust oral meds/insulin per protocol. Labs: A1c, CMP, lipids, microalbumin. Complication screening: eyes, feet, kidneys. Education: hypoglycemia plan, nutrition, activity. Follow-up in 3 months.

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