Adult annual physical

A preventive visit with screening status, risk review, examination and counseling.

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Blank documentation outlines. Adapt to the encounter and your practice requirements; complete only findings and care actually documented.

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Adult annual physical

Encounter

Patient name: [ ] Date of birth: [ ] Date and time of encounter: [ ] Clinician: [ ]

Interval history

Patient concerns and goals for the visit: [ ] Changes in health, hospital or specialist care since last visit: [ ] Current medications, supplements and allergies reviewed: [ ] Family history updates: [ ]

Risk review

Tobacco, alcohol and substance use as reported: [ ] Physical activity, diet and sleep as reported: [ ] Depression screening tool and result if performed: [ ] Other screening questionnaires and results: [ ]

Preventive services

Screenings completed, with dates and sources: [ ] Screenings due or overdue and decisions made: [ ] Immunizations reviewed, given today or declined: [ ]

Examination

Vitals measured today, with units: [ ] Examination performed and findings: [ ]

Assessment and plan

Preventive recommendations and patient decisions: [ ] Problems addressed today, documented separately: [ ] Orders and referrals: [ ] Counseling provided: [ ]

Follow-up

Follow-up timing and purpose: [ ] Return precautions discussed: [ ] Patient questions and understanding: [ ]