What to Expect:

Please review the clinical office note provided here in advance. During the mock call, an AI assistant will play the role of a patient. You’ll engage with them as you would with an actual chronic care management patient.
The goal is to assess your ability to:

• Interpret clinical information

• Establish rapport

• Provide support

• Identify opportunities to coordinate care or address health concerns

• What to Do:

• Review the office note carefully, noting chronic conditions, medications, recent concerns, and care gaps.

• Prepare as if this is your first patient call: introduce yourself, verify patient identity, and follow up professionally.

• Ask relevant questions, offer education and encouragement, and listen for any inconsistencies or clarifications needed.

• Stay patient-centered, empathetic, and solution-focused throughout.

This exercise simulates real-life scenarios and helps us evaluate your clinical judgment, communication style, and readiness for the care coordinator role.
Please ensure you’re in a quiet space and available at the scheduled time. If you have any questions or need clarification before the mock call, feel free to reach out.

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/1uQ1Vc0PnlMmgkiJtYyf9n66F6t0AGCVs/view?usp=sharing

You’ll want it in front of you during the call.

Madeline Test Progress Note

Patient Name: Test, Madeline
DOB: 10/02/1956
Sex: Female
Address: 123 Paradise Road Boston, MA 43545
Phone Number: 555-555-5555
Acct #: 12345
Date of Visit: 03/05/2025
Chief Complaint: Mrs. Test is here today for a follow-up from a recent Urgent Care visit.
HPI: Interim History - Mrs. Test was seen at an Urgent Care Center 2 days ago for cough and dyspnea. She was diagnosed with acute bronchitis and prescribed Zithromax and Tessalon Perles.
ROS: Ms. Test reports shortness of breath. She has been using her home nebulizer 4 times daily.
Preventative Services: DEXA scan OSTEOPENIA
Medical HX: Asthma, UTI, COPD, HTN, Conjunctivitis
Surgical HX: TAH
Hospitlizations/Major DX Procedure: Respiratory Failure 2014
Family HX: Father: deceased, diagnosed with HTN. Mother: deceased, diagnosed with Heart Disease. Paternal Grandfather: deceased, diagnosed with Stroke. Paternal Grandmother: deceased Maternal Grandfather: deceased, family history unknown. Maternal Grandmother: deceased, family history unknown.
Social HX: Diet: No particular diet | Alcohol: drinks occasionally | Marital Status: Widowed | Children: 4
Occupation: retired | Religion: Church of God | Exercise: no regular exercise | Caffeine: Mild caffeine intake
Pets: none | Smoking: Patient has started smoking again. She quit last year, but reports due to family stress she started back again 3 months ago. She is smoking 1 PPD.

Medications:

• Lisinopril 20 mg tablet once a day

• Zithromax tablet as directed once a day

• Tessalon Perles 100 mg 1 cap TID

• Albuterol 0.042% solution 1 amp q 4-6 hrs

• Flovent HFA CFC free 100cmg/inh aerosol 2 puffs 2 times a day.

Allergies: NKDA

Review of Systems:

• General: Mild fatigue, otherwise well.

• Cardiovascular: No chest pain, palpitations, or edema.

• Respiratory: No shortness of breath or cough.

• Gastrointestinal: No nausea, vomiting, or changes in bowel habits.

• Neurological: No headaches, dizziness, or weakness.

• Musculoskeletal: No joint pain or muscle weakness.

• Psychiatric: No depression or anxiety reported.

Vital Signs:

• Blood Pressure: 146/70 | Heart Rate: 88 bpm | Respiratory Rate: 24 | Temperature: 99°F

• Oxygen Saturation: 99% | Weight: 114 lbs | BMI: 22.26

Physical Examination:

• General: Well-appearing, no acute distress

• Cardiovascular: RRR, no m/r/g

• Pulmonary: Lungs clear to auscultation bilaterally

• Abdomen: Soft, non-tender, no organomegaly

• Extremities: No edema, normal range of motion, no ulcers or calluses

• Neurological: Alert and oriented, no focal deficits, normal gait

Assessment & Plan:
Diagnosis

1. Encounter for screening for other disorders
2. Unspecified asthma with acute exacerbation
3. Bronchitis, not specified as acute or chronic

• UNSPECIFIED ASTHMA WITH (ACUTE) EXACERBATION: Continue Flovent and Albuterol as prescribed Contact our office if increasing SOB or wheezing Refer to Pulmonologist for evaluation of asthma and COPD.

• BRONCHITIS, NOT SPECIFIED AS ACUTE OR CHRONIC: Complete Rx for Zithromax and Tessalon Perles

• OTHER: Due to Mrs. Test's hx of osteopenia, I have advised her to take Vitamin D3 2000 iu PO daily. She has been referred to Roper Radiology for a FU Dexascan. I have strongly advised Mrs. Test to stop smoking. She was provided with written information on smoking cessation and a list of resources to assist her in quitting.

Therapeutic Injections:

• Depo medrol: 20 mg (Dose No. 1) given by Nurse Jane on left deltoid

• Procedure Codes: J1020 DEPO MEDROL 20 MG INJ.

Orders & Follow-Up:

• Routine bloodwork ordered, including lipid panel.

• Follow-up in 2 weeks for Brochitis and Asthma

• Patient advised to reach out with any concerns before the next scheduled visit.

Electronically signed by JOHN EXAM, MD on 3/5/25 at 10:30 AM EST
Sign off status: pending