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COPD Evaluation Patient _____________________________________ DOB _____ / _____ / _____ MRN ___________________

Date Time Chief complaint/Reason for consult Referring MD


 Yes No
Constitution
Fatigue or Malaise   History of Present Illness ‰Patient is Nonverbal. History obtained from ‰Family or Friend ‰Medical records
Fever or chills   ‰Recent Weight loss or decreased appetite
Appetite changes   ‰Recent Antibiotic use
Eyes ‰Recent Oral steroid use
Vision changes   ‰Recent ER visits
New eye pain ‰Recent Hospital admissions
ENT/mouth ‰Planned air travel in near future
Nose bleed
Chronic Bronchitis symptoms
Dental caries
‰Increased cough
Dental abscesses ‰Increased dyspnea
Jaw pain ‰Increased sputum production
Respiratory www.e-medtools.com
Dyspnea COPD Symptoms FEV1/FVC FEV1 SEVERITY ‰Spirometry evaluation performed within previous 12 months
Cough ‰Asymptomatic with usual activity ‰  70% >80% At risk
Phlegm ‰Symptomatic with usual activity ‰<70% >79% Mild
Hemoptysis ‰Symptomatic with minimal activity ‰< 70% 50-79% Moderate
Wheeze ‰Symptomatic at rest www.e-medtools.com
‰<70% 30-49% Severe

Cardiovascular
‰<70% <30% Very Severe

Chest pain Allergies ‰Allergy List reviewed ‰No food or drug allergies
Medications ‰Medications reviewed ‰Medications reconciled with Nursing Home or Hospital discharge Information
Diaphoresis
Ankle edema Past Medical, Family Social History
Syncope
‰Anemia ‰Hypersensitivity pneumonitis ‰Thyroid disease ‰hypo ‰hyper
Palpitations
‰Asthma www.e-medtools.com
‰Hypertension ‰PPD Result ‰Positive ‰Negative Date
Gastrointestinal ‰Adrenal dysfunction ‰Inflammatory Bowel Disease ‰Tuberculosis Treatment
Nausea or vomiting ‰Arthritis ‰RA ‰Myocardial Infarction
Weight changes ‰Blood clots ‰DVT ‰PE ‰Neuromuscular weakness
Constipation or ‰Cerebral Artery Disease ‰Osteoporosis
Diarrhea ‰CHF ‰Pancreatitis ‰Steroid use, chronic
Abdominal pain ‰Churg Strauss ‰Peripheral Artery Disease ‰Immunosuppressive therapy
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Genitourinary ‰COPD ‰Pituitary infarct or hemorrhage ‰Chemotherapy
Hematuria ‰Coronary Artery Disease ‰Protein deficiency ‰C ‰S ‰Radiation exposure
Dysuria ‰Cystic Fibrosis ‰Renal dysfunction ‰ESRD
Urethral discharge ‰Diabetes ‰1 ‰2 Dialysis ‰Hemo ‰Peritoneal ‰Organ failure or transplant
Musculoskeletal ‰DIC ‰Sarcoidosis
Myalgias ‰Endocarditis ‰Seizure disorder ‰ECHO/Stress test
Arthralgias ‰GERD www.e-medtools.com ‰PFTs
Joint swelling ‰Gout ‰Sleep Apnea ‰CPAP ‰BiPAP ‰Pap Smear
Recent trauma ‰Hepatic dysfunction ‰Systemic Lupus Erythematosis ‰Mammogram
Skin/Breasts ‰Histiocytosis ‰Strokes ‰Colonoscopy
Masses ‰HIV/AIDS ‰Thrombocytopenia ‰ITP ‰TTP ‰Sleep study
Malignancy www.e-medtools.com
New skin lesions
Sensitivity to sun
‰Adrenal ‰Colon ‰Leukemia/Lymphoma ‰Melanoma ‰Renal cell ‰Thyroid ‰Breast ‰Lung ‰Pituitary ‰Prostate ‰Testicular
Stage Treatment ‰Surgical Resection ‰Radioablation ‰Chemotherapy Last Tx ‰Radiation Last Tx
Neurologic
Headaches
Surgeries ‰CABG ‰Splenectomy ‰Lung resection ‰Pleurodesis ‰Organ transplant‰Other
Seizures
Muscle weakness
Social History / Risk factors
Endocrinologic ‰No ‰Yes Ever smoker ___ # Packs X ____ # Yrs Recreational drug use
Hair loss ‰No ‰Yes Chews tobacco ‰No ‰Yes Usual route ‰Inhalation ‰Injection ‰Ingestion
Polydipsia ‰No ‰Yes Quit tobacco use Quit date _________ Drug dependence
Tremors ‰Patient is unwilling to quit ‰No ‰Yes ‰Narcotics ‰Benzodiazepines
Neck pain ‰Patient willing to consider quitting Alcohol use
Heme/Lymph  ‰Patient quit, but resumed smoking ‰No ‰Yes ___ Drinks per ‰Day ‰Week
Bleeding gums  ‰Patient willing to quit within 1 month
Unusual bruising ‰No ‰Yes Patient has tried smoking cessation aids ‰Nicotine replacement ‰Buproprion or nortriptyline ‰Nicotine receptor blockade
Swollen lymph nodes Occupational and Exposure History
Allergy/Immunology ‰Inorganic dusts i.e., quarries, sandblasting, cement, stone carving, welding, plumbing, shipyard work, firefighter
Sinus problems ‰Organic dusts i.e., farming, building inspection, woodworking, remodeling, handling vegetable matter or animals
Recurrent infections
‰Noxious fumes i.e., spray painting, autobody work, working with dyes or glues, manufacturing plastic
‰Aerosolized water Source ‰Hot tub ‰Whirlpool baths ‰High Pressure washings ‰Other
Psychologic
‰Pets or feathers
Mood changes
‰Chemicals or fires ‰Military Experience
Agitation Family Medical History
Hallucinations ‰Asthma ‰CHF ‰COPD ‰Coronary Artery Disease ‰Malignancy‰Pancreatitis ‰Thrombotic disorder

©MB and RR 2006-2010 Revised 31Dec09 e-medtools.com Health Care Provider Signature
COPD Evaluation Patient _____________________________________ DOB _____ / _____ / _____ MRN ___________________
Exam To qualify as a comprehensive exam: General Multisystem requires performing ALL of  9 organ systems, AND  2 elements documented in each organ system
Respiratory Single Organ System Exam requires documentation of ALL highlighted organ system elements, AND  1 element in every other organ system is expected
Constitutional (Must include • 3 vitals) WNL = Within Normal Limits
Labs Height ___________ ‰in ‰cm Weight ___________ ‰lb ‰kg 
\____/ ____ / ____ / ____ / 
/ \ \ \ \ Temperature __________ Pulse Rate __________ AND Rhythm ‰Regular ‰Irregular
Blood Pressure sitting __________ / __________ OR standing __________ / __________

Blood Pressure lying __________ / __________

Respiratory Rate__________ Optional Sats _____ % Cardiac Output _____ SVR _____
Body habitus ‰WNL
‰Cachectic ‰Obese
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Grooming ‰WNL ‰Unkempt 
ENT
‰WNL ‰Edema or erythema present
Nasal mucosa, septum, and turbinates
Dentition and gums ‰WNL ‰Dental caries
‰Gingivitis
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Oropharynx ‰ WNL ‰Edema or erythema present ‰Oral ulcers ‰Oral Petechiae
Pulmonary Function Tests
Mallampati ‰I ‰II ‰III ‰IV
Neck
Neck ‰ WNL ‰Erythema or scarring consistent with ‰recent or ‰old radiation dermatitis
Thyroid ‰ WNL ‰Thyromegaly ‰Nodules palpable ‰Neck mass _____________________
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Jugular Veins ‰ WNL ‰JVD present ‰a, v or cannon a waves present
Respiratory
Chest ‰Free of defects, expands normally and symmetrically ‰Erythema consistent with radiation dermatitis
Scarring consistent with‰Old, healed radiation dermatitis ‰Prior surgery ‰Trauma ‰Other
Polysomnography Respiratory effort ‰WNL ‰Accessory muscle use ‰Intercostal retractions ‰Paradoxic movements
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Chest percussion ‰WNL ‰Dullness to percussion ‰Lt ‰Rt ‰Hyperresonance ‰Lt ‰Rt
Tactile fremitus ‰WNL ‰ Increased ‰ Decreased __________________________________
Auscultation ‰WNL ‰Bronchial breath sounds ‰Egophony ‰Rales ‰Rhonchi ‰Wheezes ‰Rub present
Cardiovascular
Heart sounds ‰Clear S1 S2 ‰No murmur, rub or gallop ‰Gallop audible ‰Rub audible
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‰Murmur present ‰Systolic ‰Diastolic Grade ‰I ‰II ‰III ‰IV ‰V ‰VI
Peripheral pulses ‰Palpable and symmetric ‰Absent ‰Weak
Radiology Peripheral edema ‰Absent ‰Present
‰CXR ‰CT/Chest ‰Other Gastrointestinal
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Abdomen ‰WNL ‰Mass present ‰LUQ ‰RUQ ‰LLQ ‰RLQ ______________ ‰Pulsatile
Liver and spleen ‰Palpable and WNL
Unable to palpate ‰Liver ‰Spleen Organomegaly ‰Liver ‰Spleen
Lymphatics (•2 areas must be examined)
Lymph node exam ‰WNL Areas examined ‰Neck ‰Axilla ‰Groin ‰Other ___________________
Lymphadenopathy noted ‰Neck ‰Submental ‰Axillary ‰Epitrochlear ‰Inguinal ‰Other ___________
Musculoskeletal
Muscle tone ‰WNL, and no atrophy noted ‰Increased ‰Decreased ‰Atrophy present
Gait and station ‰WNL ‰Ataxia ‰Wide based gait ‰Shuffle Patient leans ‰Rt ‰Lt ‰Front ‰Back
Extremities
Exam ‰WNL ‰Clubbing ‰Cyanosis ‰Petechiae ‰Synovitis ‰Rt ‰Lt ________________________
Skin
Exam ‰ WNL ‰Rash ‰Ecchymosis ‰Nodules ‰Ulcer
Neurologic
Orientation ‰Oriented NOT oriented to ‰Person ‰Time ‰Place
Affect ‰WNL ‰Agitated ‰Anxious ‰Depressed
Additional Findings

©MB and RR 2006-2010 Revised 31Dec09 e-medtools.com Health Care Provider Signature
COPD Evaluation Patient _____________________________________ DOB _____ / _____ / _____ MRN ___________________
Plan Impression
COPD Therapy ‰ I have personally discussed Code Status with this patient and I believe that this patient understands their medical condition
‰PRN albuterol “rescue agent” œ52 and the consequences of their Code Status decision.
‰Inhaled corticosteroids Code Status ‰ Patient is a FULL CODE ‰ DO NOT ATTEMPT RESUSCITATION, Cardiac or Pulmonary

‰Long-acting beta agonist œ52
‰ This patient has an advanced health care directive, and has named _______________________________ as their HCPOA.
‰Theophylline
‰Long-acting anti-cholinergic œ52
If no history of glaucoma or urinary retention
‰Oral steroids
‰Antibiotics for exacerbations 
‰Smoking cessation aids
‰Long term oxygen therapy
‰Patient advised to quit smoking www.e-medtools.com
‰Patient advised of risks of alcohol,
narcotic and benzodiazepine use
‰Medication Side Effects discussed
Schedule Patient For www.e-medtools.com
‰Bronchoscopy
‰Pulmonary Function Testing
‰Methacholine Challenge
‰6 Minute Walk Test
‰Bone density evaluation www.e-medtools.com
‰CXR
‰Chest CT ‰with contrast
‰ECHO ‰with bubble study
‰assess PA pressures
‰Cardiopulmonary Stress Test www.e-medtools.com
‰Sleep Study
‰CT Surgery eval for lung reduction
‰Pneumococcal vaccine
‰Influenza vaccine
‰Pulmonary Rehabilitation www.e-medtools.com

Labs
‰CBC
‰BMP
‰CMP www.e-medtools.com
‰LFTs
‰Hepatitis panel
‰HIV
‰Alpha 1 antitrypsin

Signature
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©MB and RR 2006-2010 Revised 31Dec09 e-medtools.com Health Care Provider Signature

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