Sample Quality Chart Review Tool Page 2

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Documentation of the informed consent process, when
applicable
Documentation of phone encounters
Patient allergies (medications, food, latex, etc.) are listed on
an allergy sticker or other form easily visible in the chart.
Completed Medication List
Prescription refills
An initial medical/surgery/social history – updated as
appropriate.
Dispensed sample drugs are entered and include dosage,
name, and quantity.
Preventive health screens are documented such as
immunizations, pap smears, PSAs, lipid profiles, etc.
All lab tests and diagnostic imaging results are in the chart,
dated and initialed by the practitioner ordering the tests.
Documentation of communication and failed communication
efforts to the patient regarding all labs, diagnostic procedure
results & referral results.
Documentation of referral results.
Progress note for each encounter.
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1. Patient’s name, date and time
2. Practitioner’s signature and/or initials
3. Primary complaint or reason for visit
4. Vital signs as appropriate
5. Current medications
6. Current allergies
7. Positive and pertinent negative findings
8. Diagnosis/impression
9. Studies ordered
10. Therapy administered including new prescriptions
11. Patient disposition/instructions
12. Copies of or reference to printed materials, if applicable
13. Referral information if applicable
14. Updated problem list
15. Written notes are legible

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