Outpatient Osteopathic SOAP Note Form Series Usage Guide

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OutpatientOsteopathic SOAP NoteForm SeriesUsage GuideSecond EditionPublished by3500 DePauw Boulevard, Suite 1100Indianapolis, IN 46268(317) 879-1881www.academyofosteopathy.org

General Table of ContentsSection Forms. 1Usage Guide . 5Example Forms . 14Blank Forms . 18Complete Table of ContentsSection FormsOutpatient Health Summary Form . 1Outpatient Osteopathic SOAP Note History Form (Page 1 of 3) . 2Outpatient Osteopathic SOAP Note Exam Form (Page 2 of 3). 3Outpatient Osteopathic Assessment and Plan Form (Page 3 of 3) . 4Usage GuideInitial Page: Outpatient Health SummarySection I: Identification and DispositionPatient’s Name . 5Date . 5Update . 5Date of Birth. 5Sex. 5Phone Numbers . 5Marital Status . 5Significant Others. 5DNR or Resuscitate and Qualifications. 5Religion . 5Next of Kin. 5Section II: Social and Family HistorySocial History . 5Employment. 5Occupation . 6Education . 6Tobacco . 6ETOH. 6Drugs . 6Sex Hx . 6Family History. 6Section III: Past Medical HistoryPast Medical History . 6CPT # . 6Start Date of Problem . 6Problem/Diagnosis . 6Medications . 6Start Date for Medications . 6Stop Date for Medications . 6Allergies, Adverse Drug Reactions . 6

Section IV: Health MaintenanceParameter and Dates . 6Section V: Past Surgical HistoryDate and Type . 6Section VI: ConsultantsConsultants . 6"S" Page 1 of 3 Outpatient Osteopathic SOAP Note History FormSection I: Patient’s Name and Date, Patient’s Pain Analog Scale and CCPatient’s Name and Date . 7Boxes—for Office Use . 7Patient’s Pain Analog Scale . 7CC (Chief Complaint) . 7Section II: History of Present Illness and Systems and Past History of Medical, Family, and Social HistoryHistory of Present Illness (HPI) . 7Level of HPI . 7Review of Systems (ROS). 7Level of ROS . 7Past Medical, Family and Social History (PFSH) . 8Level of PFSH . 8Overall History Level . 8Signature of examiner . 8"O" Page 2 of 3: Outpatient Osteopathic SOAP Note Exam FormSection I: Patient’s Name, Date and Vital SignsPatient’s Name . 8Date . 8Sex. 8Vital Signs . 8Boxes—for Office Use . 8Section II: Objective Section (continued as blank lines)Section III. Horizontal Planes and Level of GMSHorizontal Planes . 9Level of GMS (General Multi-System). 9Section IV: Musculoskeletal TableMethod Used to Examine . 9Region Evaluated . 9Severity . 10Somatic Dysfunction and Other Systems . 10Signature of examiner . 10"A" Page 3 of 3: Outpatient Osteopathic Assessment and Plan FormSection I: Patient’s Name, DatePatient’s Name . 10Date . 10Boxes—for Office Use . 10

Section II: Diagnosis and Evaluation Prior to TreatmentDx No, (diagnosis number) . 10ICD Code . 11Written Diagnosis. 11Physician’s Evaluation of Patient Prior to Treatment . 11First Visit . 11Resolved . 11Improved . 11Unchanged . 11Worse . 11"P" Plan of TreatmentSection III: Region, OMT, Treatment Method and ResponseRegion . 11OMT . 11Treatment Method . 11Response . 12Section IV: Other Treatment Methods UsedMeds . 12Exercise . 12Nutrition . 12PT . 12Other . 12Section V: CodingComplexity/Assessment/Plan (Scoring) . 12Problems . 12Risk . 12Data. 12Traditional Method—Coding by Components . 12Optional Method—Coding by Time . 13Section VI: Minutes Spent With the Patient and Follow-up, OMT Performed (number of areas),Other Procedures Performed and E/M CodeTotal Minuets with Patient . 13Follow-up and Units . 13OMT Performed (number of areas) . 13Other Procedures Performed . 13E/M Code . 13Signature of Examiner. 13Example FormsOutpatient Health Summary Form . 14Outpatient Osteopathic SOAP Note History Form (Page 1 of 3) . 15Outpatient Osteopathic SOAP Note Exam Form (Page 2 of 3). 16Outpatient Osteopathic Assessment and Plan Form (Page 3 of 3) . 17Blank FormsOutpatient Health Summary Form . 18Outpatient Osteopathic SOAP Note History Form (Page 1 of 3) . 19Outpatient Osteopathic SOAP Note Exam Form (Page 2 of 3). 20Outpatient Osteopathic Assessment and Plan Form (Page 3 of 3) . 21

Outpatient Health Summary

Outpatient Osteopathic SOAP Note Form Series Second Edition Published by 3500 DePauw Boulevard, Suite 1100 Indianapolis, IN 46268 (317) 879-1881

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