Patient Centered Visit Summary and To Do List 2025

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  1. Click ‘Get Form’ to open the Patient Centered Visit Summary and To Do List in the editor.
  2. Begin by reviewing the 'Diagnosis and Plan' section. Fill in any prescribed medications, noting what you will continue or discontinue.
  3. In the 'Pharmacy' section, ensure you have the correct contact numbers for refills and appointments. You can also request refills online through designated websites.
  4. For lab tests, check the instructions regarding fasting and fill in your scheduled lab appointment details. Make sure to note the location and hours of operation.
  5. Complete the 'Follow Up' section by scheduling your next appointment before leaving the clinic. If necessary, use our platform to send messages or requests for consultations.

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The after visit summary (AVS) is a paper or electronic document given to patients after a medical appointment, which is intended to summarize patients health and guide future care, including self-management tasks.
Patient-centred care is about respecting your individual preferences and diversity. Patient-centred care involves recognising your needs and respects your right to make health decisions and choices. Patient-centred care includes your right to comment, ask questions and make complaints about your healthcare.
In their concept analysis of person-centered care, Morgan and Yoder (2011) identified four attributes of person-centered care, which includes that it is holistic, individualized, respectful, and empowering.
Clinical Summary An after-visit summary that provides a patient with relevant and actionable information and instructions containing the patient name, providers office contact information, date and location of visit, an updated medication list, updated vitals, reason(s) for visit, procedures and other instructions