Therapeutic Phlebotomy
Diagnosis / reason for procedure Polycythemia Hemochromatosis Elevated hematocrit / hemoglobin Other
Other diagnosis / reason
Provider order and laboratory review
Labs drawn at this visit
Pre-procedure vitals
Pre-procedure assessment Patient hydrated Consent obtained Allergies reviewed Patient stable for procedure
Procedure
Monitoring / completion Therapy plan / provider order verified Aseptic technique utilized Monitored throughout procedure Final vital signs obtained Post-procedure instructions reviewed No adverse effects reported
Symptoms monitored during procedure Dizziness Nausea Sweating / diaphoresis Pain Vasovagal symptoms Other
Other symptom
Post-procedure vitals
Post-procedure care Monitored for 15 minutes Snack provided Oral fluids provided Denied dizziness or lightheadedness Pressure maintained until bleeding ceased Dressing applied Procedure tolerated well Discharge instructions reviewed
Discharge instructions Patient instructed to drink extra fluids today, avoid strenuous activity for 24 hours, leave the dressing on as instructed, and report dizziness, bleeding, chest pain, or shortness of breath.
Patient condition at discharge Stable Referred for further care
Additional charting
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Nurse Visit
Visit format In person Telehealth
Telehealth & Supervisory Care Disclosure The patient’s medical history, current concerns, and medications were reviewed. A collaborative care plan was developed to address the patient’s health goals, including discussion of risks, benefits, and alternatives. The patient voiced understanding and agreement with the plan. This visit was conducted within the scope of primary care. Additional diagnostic testing or specialty referral may be recommended as clinically indicated. Nursing services were provided pursuant to established clinical protocols and standing orders maintained by Cache Health and reviewed by the supervising provider. This encounter was conducted by Lauren Tree, RN, acting within her licensed scope of practice and under established protocols, with clinical oversight by Stephanie Sampson, DNP, APRN, FNP-C. This visit note reflects the supervising provider’s review, medical decision-making, and final plan of care. This encounter was conducted via telehealth. Patient identity was verified.Patient location: Home in Utah Provider location: Office in Logan, Utah Verbal consent for telehealth was obtained. The patient was informed of the risks, benefits, and limitations of virtual evaluation. Visit conducted via a HIPAA-compliant video platform.
Care Team & Supervisory Disclosure The patient’s medical history, concerns, and medications were reviewed. A collaborative care plan was developed with discussion of risks, benefits, and alternatives. The patient voiced understanding and agreement. This visit was conducted within the scope of primary care. Additional testing or referral may be recommended as clinically indicated. Portions of this visit were conducted by Lauren Tree, RN, within her licensed scope of practice and under established protocols, with clinical oversight by Stephanie Sampson, DNP, APRN, FNP-C. Nursing services were provided pursuant to established clinical protocols and standing orders maintained by Cache Health and reviewed by the supervising provider. This visit note reflects the supervising provider’s review, medical decision-making, and final plan of care.
Objective / connection notes
Reviewed / discussed Current medication / dose Adherence / missed doses Treatment response Side effects Appetite / intake Hydration Protein intake Bowel habits Nausea / vomiting Injection-site reactions Weight / symptom trend Questions / concerns
Plan / education Continue current regimen Dose change reviewed Administration education Hydration / nutrition Side-effect management Return precautions Provider follow-up Routine follow-up
Medication ordering Semaglutide Tirzepatide Combo Ondansetron add-on Other medication
Additional nurse note
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