Postdischarge Followup Phone Call Documentation Form
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Patient name:
Caregiver(s) name(s):
Relationship to patient:
Notes:
Discharge date:
Principal discharge diagnosis:
Interpreter needed? Y N Language/Dialect:
Prior to phone call:
Review:
- Health history.
- Medicine lists for consistency.
- Medicine list for appropriate dosing, drug-drug and drug-food interactions, and major side effects.
- Contact sheet.
- DE notes.
- Discharge summary and AHCP.
Call Completed: Y N
With whom (patient, caregiver, both): _______________________________________________
Number of hours between discharge and phone call: ___________________________________
Consultations (if any) made prior to phone call:
___ None
___ Called MD
___ Called DE
___ Called outpatient pharmacy
___ Other: __________________________________________________________________
If any consultations, note to whom you spoke, regarding what, and with what outcome:
_______________________________________________________________________
_______________________________________________________________________
Phone Call Attempts
Patient/Proxy
Phone Call #1: Date & Time:________ Reached: Yes/No
Phone Call #2: Date & Time:________ Reached: Yes/No
Phone Call #3: Date & Time:________ Reached: Yes/No
Phone Call #4: Date & Time:________ Reached: Yes/No |
Alternate Contact 1
Phone Call #1: Date & Time:________ Reached: Yes/No
Phone Call #2: Date & Time:________ Reached: Yes/No
Phone Call #3: Date & Time:________ Reached: Yes/No
Phone Call #4: Date & Time:________ Reached: Yes/No |
Alternate Contact 2
Phone Call #1: Date & Time:________ Reached: Yes/No
Phone Call #2: Date & Time:________ Reached: Yes/No
Phone Call #3: Date & Time:________ Reached: Yes/No
Phone Call #4: Date & Time:________ Reached: Yes/No |
A. Diagnosis and Health Status
- Ask patient about his or her diagnosis and comorbidities:
___ Patient confirmed understanding
___ Further instruction was needed - If primary condition has worsened: What, if any, actions had the patient taken?
___ Returned to see his/her clinician (name):_____________________________________
___ Called/contacted his/her clinician (name):____________________________________
___ Gone to the ER/urgent care (specify):_______________________________________
___ Gone to another hospital/MD (name):_______________________________________
___ Spoken with visiting nurse (name):_________________________________________
___ Other:_______________________________________________________________
___ What, if any, recommendations, teaching, or interventions did you provide?
- If new problem since discharge:
- Had the patient:
___ Contacted or seen clinician? (name):________________________________________
___ Gone to the ER/urgent care? (specify):______________________________________
___ Gone to another hospital/MD? (name):______________________________________
___ Spoken with visiting nurse? (name):________________________________________
___ Other?:_______________________________________________________________
- Had the patient:
- Following the conversation about the current state of the patient's medical status:
- What recommendations did you make?
___ Advised to call clinician (name):___________________________________________
___ Advised to go to the ED
___ Advised to call DE (name):_______________________________________________
___ Advised to call specialist physician (name):__________________________________
___ Other:_______________________________________________________________ - What followup actions did you take?
___ Called clinician and called patient/caregiver back
___ Called DE and called patient/caregiver back
Other: ___________________________
- What recommendations did you make?
B. Medicines
- Document any medicines patient is taking that are NOT on AHCP and discharge summary: ___________________________________________________________________________
- Document problems with medicines that are on the AHCP and discharge summary (e.g., has not obtained, is not taking correctly, has concerns, including side effects):
Medicine 1:_________________________________________________________________
P roblem:___________________________________________________________________
___ Intentional nonadherence
___ Inadvertent nonadherence
___ System/provider error- What recommendation did you make to the patient/caregiver?
___ No change needed in discharge plan as it relates to the drug therapy
___ Educated patient/caregiver on proper administration, what to do about side effects, etc.
___ Advised to call PCP
___ Advised to go to the ED
___ Advised to call DE
___ Advised to call specialist physician
___ Other:_______________________________________________________________ - What followup action did you take?
___ Called hospital physician and called patient/caregiver back
___ Called DE and called patient/caregiver back
___ Called outpatient pharmacy and called patient/caregiver back
___ Other:_______________________________________________________________
Medicine 2:_________________________________________________________________
Problem:___________________________________________________________________
___ Intentional nonadherence
___ Inadvertent nonadherence
___ System/provider error- What recommendation did you make to the patient/caregiver?
___ No change needed in discharge plan as it relates to the drug therapy
___ Educated patient/caregiver on proper administration, what to do about side effects, etc.
___ Advised to call PCP
___ Advised to go to the ED
___ Advised to call DE
___ Advised to call specialist physician
___ Other:_______________________________________________________________ - What followup action did you take?
___ Called hospital physician and called patient/caregiver back
___ Called DE and called patient/caregiver back
___ Called outpatient pharmacy and called patient/caregiver back
___ Other:_______________________________________________________________
- What recommendation did you make to the patient/caregiver?
-
Medicine 3:_________________________________________________________________
Problem:___________________________________________________________________
___ Intentional nonadherence
___ Inadvertent nonadherence
___ System/provider error- What recommendation did you make to the patient/caregiver?
___ No change needed in discharge plan as it relates to the drug therapy
___ Educated patient/caregiver on proper administration, what to do about side effects, etc.
___ Advised to call PCP
___ Advised to go to the ED
___ Advised to call DE
___ Advised to call specialist physician
___ Other:_______________________________________________________________ - What followup action did you take?
___ Called hospital physician and called patient/caregiver back
___ Called DE and called patient/caregiver back
___ Called outpatient pharmacy and called patient/caregiver back
___ Other:_______________________________________________________________
- What recommendation did you make to the patient/caregiver?
C. Clarification of Appointments
Potential barriers to attendance identified: ___ Y ___ N
List:__________________________________________________________________________
Potential solutions/resources identified: ___ Y ___ N
List:__________________________________________________________________________
Alternative plan made: ___ Y ___ N Details:____________________________________________
Clinician/DE informed: ___ Y ___ N Details:____________________________________________
D. Coordination of Postdischarge Home Services (if applicable)
Document any postdischarge services that need to be checked on and who will be doing that (caller/patient/caregiver).
E. Problems
Did patient/caregiver know what constituted an emergency and what to do if a nonemergent problem arose?
___ Yes ___ No
If no, document source of confusion:
F. Additional Notes
G. Time
Time for reviewing information prior to phone call:_____________________________________
Time for missed calls/attempts:_____________________________________________________
Time for initial phone call:_________________________________________________________
Time for talking to other health care providers:
Time for followup/subsequent phone calls to patient:____________________________________
Time for speaking with family or caregivers:__________________________________________
Total time spent:________________________________________________________________
Caller's Signature:_______________________________________________________________