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Table 1: Description of primary care provider and clinical assistant (RN)
responsibilities in a routine co-visit
clInIcal assIstant responsIBIlItIes In a routIne vIsIt
The following description of responsibilities relates to routine follow-up visits, such as a routine diabetes check up.
The responsibilities vary for other visit types. For example, physicals include greater emphasis on preventive services,
while responsibilities for follow-up visits for minor illnesses and acute visits are much more abbreviated.
PART I. ASSISTANT ONLY
A. HPI
Welcome patient and confirm patient’s statement of current
problems or symptoms.
Ask appropriate questions for the problems or symptoms,
u
sing the “ODD IF HAPPY” mnemonic. (Note: The
handbook
1
provides specific questions in this format for 116
symptoms and diseases.)
O:
On
s
e
t
of symptoms – When did this episode start?
D: Description of symptoms – Constant vs.
intermittent, detail of the sensation, character of the
pain, location of the pain, radiation of the pain, etc.
D: Duration – How long does the symptom last?
I:
In
t
e
n
sity – Is it mild, moderate, severe, etc.?
F: Frequency – Does it occur daily, weekly, etc.?
H: History – Is this the first episode, or has it occurred
before?
A: Accompanying signs and symptoms – Do any
other symptoms/signs accompany this symptom?
P: Precipitating/alleviating factors – What makes it
better or worse?
P
: Progression of the symptom – Is it getting better
or worse?
Y: You have finished the questions for this symptom.
Re
v
i
e
w
“plan” from previous two visits.
Review any appended notes or recent phone notes since
previous two visits.
Collect the results of any recently completed diagnostic
tests, lab results or emergency department visits.
Re
v
i
e
w
problem list and get patient’s update on recent
problems.
Update the problem list with dates of important completed
tests (colonoscopy, mammogram, etc.).
B
. PAST MEDICAL HISTORY
Review and update medication list, removing completed
medications.
Determine if patient is compliant with medication schedule.
Determine if patient needs refills.
Ask about side effects from medications.
En
courage patient to bring all current medications to
each visit.
C. FAMILY HISTORY, SOCIAL HISTORY AND ALLERGIES
Review and update family history and social history.
Review and update allergy list.
D. REVIEW OF SYSTEMS
Review all appropriate systems. (Note: The handbook
1
can
serve as a guide about which system to review depending
on the problems or symptoms that necessitated the visit.)
E. PR
EVENTIVE CARE UPDATE
Ask briefly about last physical, well-woman exam,
mammogram, lipids, etc.
Re
c
o
m
m
end and document appropriate preventive care plan.
F. POSSIBLE PROCEDURES AND QUESTIONNAIRES
Administer pulse ox, peak flow, UA, etc., when appropriate.
A
d
m
i
n
ister MMSE, Epworth sleepiness scale, Zung scale,
bipolar questionnaire, etc., when necessary.
PART II. ASSISTANT AND PHYSICIAN
Physician enters room, greets patient and, in the presence
of the patient, obtains verbally from the assistant all the
information already gathered.
Physician adds to information as necessary, and assistant
records this additional information.
Physician performs pertinent physical exam and
communicates findings for documentation by the assistant.
PART III. ASSISTANT AND PHYSICIAN
Physician writes down impressions and plan.
Physician updates problem list if paper charts are used or
communicates to assistant, in writing, problem list changes,
which the assistant records in the electronic medical record.
Th
e
p
r
oblem list must contain information about pertinent
tests and when they are needed.
Physician reviews the impressions and plans with the
patient and then politely exits, leaving the hard copy of the
impressions and plan with the assistant.
PART IV. ASSISTANT ONLY
Document the impressions and plan of the physician.
Th
e
p
l
an includes tests and labs ordered, referrals initiated,
new medications added, medications discontinued,
suggested lifestyle changes, work notes with dates given
and date expected to return to clinic.
Document any treatments or tests refused by the patient,
along with the patient’s acknowledgement of possible
poor outcome.
Provide patient education concerning disease process,
medications, tests ordered or lifestyle changes.
Ex
p
l
a
i
n matters of referral process or obtaining further tests
at other facilities.
Provide all scripts and review them with patient.
Ob
t
a
i
n
medication samples and review dosage schedule.
Remind patient to call if necessary and to schedule any
recommended return visits.
Close the visit kindly or take the patient to appropriate area
of the practice for further in-office testing.
Source: Anderson, P. and M. D. Halley. 2008. A new approach to making your
doctor-nurse team more productive. Fam Pract Manag 15(7):35-40.