Enrollment Mock Call Progress Note

Make sure to copy this Patient Progress Note before you start the call, or here is the link to open this note in a separate window:

https://drive.google.com/file/d/13vNgaC0Gr_Ss8DYp2i6CVaEQXOIdnQ9a/view?usp=sharing
You’ll want it in front of you during the call.

Enrollment Criteria:

• 2 Chronic Conditions

• Appointment within the past 12 months

• Medicare Insurance Primary

Once Eligibility has been verified:

• Introduce yourself to the patient and verify your are speaking to the correct patient.

• Verify Date of Birth

• Describe the reason you are calling as I’m calling to tell you about the Chronic Care Management program which a program offered by Medicare Part B. This program will help fill the gaps between your appointments and be a resource for your if you have any medical needs. The program can only be provided by one provider each month and is optional so you can opt out at any time. There is cost-share associated with the program but we expect your Medicare insurance to help cover that cost.

Make sure you discuss Medicare Part B, optional, one provider and cost-share.

Patient Name: Jane Doe
Date of Birth: 01/15/1957 (Age 66)
Primary Insurance: Medicare Part B
Secondary Insurance: Aetna
Last Office Visit: 10/20/2025
Chief Complaint: Routine follow-up and evaluation of current health conditions.
History of Present Illness:
Mrs. Doe is a 66-year-old female presenting for a routine follow-up. She reports intermittent shortness of breath and occasional chest discomfort over the past week. She also mentions mild lower back pain since last night and has had a low-grade fever since yesterday.

Acute Conditions:

• Acute bronchitis

• Urinary tract infection

• Low back strain

Chronic Conditions:

• Hypertension

• Type 2 diabetes mellitus

• Hyperlipidemia

• Osteoarthritis, bilateral knees

Medications:

• Lisinopril 20 mg daily

• Metformin 1000 mg twice daily

• Atorvastatin 20 mg nightly

• Acetaminophen 500 mg as needed

Allergies: NKDA

Vital Signs:

• BP: 138/82 mmHg

• HR: 78 bpm

• RR: 18

• Temp: 99.1°F

• SpO2: 96%

Physical Exam:

• General: Alert, in no acute distress

• Lungs: Mild wheezing bilaterally

• Heart: Regular rate and rhythm, no murmurs

• Abdomen: Soft, non-tender

• Musculoskeletal: Mild tenderness in lower back, knees with crepitus

Assessment:

• Acute bronchitis

• Urinary tract infection

• Low back strain

• Hypertension, well-controlled

• Type 2 diabetes mellitus

• Hyperlipidemia

• Osteoarthritis, bilateral knees

Plan:

• Treat acute bronchitis with supportive care

• Start antibiotics for UTI (per culture results)

• Recommend NSAIDs and rest for low back strain

• Continue current medications for chronic conditions

• Encourage lifestyle modifications: low-sodium diet, exercise as tolerated

• Follow-up in 2 weeks or sooner if symptoms worsen

• Monitor labs for diabetes and hyperlipidemia at next visit