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Primary Care — Hypertension Follow-up Template

Primary Care Internal Medicine Updated: 11/7/2025

The Hypertension Follow-up Visit Template is designed for primary care providers, internists, and cardiologists managing patients with hypertension. This focused template documents blood pressure control, medication adherence, lifestyle factors, and treatment optimization. The template supports appropriate billing for chronic disease management visits and includes sections for blood pressure trends including home monitoring data, medication review with adherence assessment and side effects, lifestyle factors including diet, exercise, sodium intake, and alcohol consumption, physical examination including blood pressure measurement and cardiovascular assessment, assessment of hypertension control status, medication adjustments including dose changes or additions, patient education on hypertension management and lifestyle modifications, and follow-up planning. This template ensures comprehensive hypertension care, supports blood pressure control goals, facilitates medication optimization, and improves patient outcomes through systematic management. Ideal for primary care practices managing hypertension, cardiology practices, and practices participating in hypertension quality improvement programs.

Template

Chief Complaint

Hypertension management.

HPI

BP logs/home readings, symptoms (HA, vision, chest pain), adherence, side effects, lifestyle.

Exam

Vitals with seated/standing BP, CV, lungs, edema, fundoscopic (as indicated).

Assessment & Plan

Stage/goal; adjust medications; labs (BMP); lifestyle counseling; follow-up interval.

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