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Endocrine follow-up template
Built for endocrine clinic follow-ups where labs, device data, medication titration, and complication screening need a consistent longitudinal note.
Template content
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Endocrine Follow-Up Note Interval History - Target endocrine symptoms since last visit (polyuria/polydipsia, hypoglycemia, weight change, heat/cold intolerance, palpitations, bone pain, fractures, menstrual changes, fatigue). - Home monitoring: SMBG/CGM patterns, BP/weight if relevant, symptom logs. - Adherence, injection/technique issues, pump/CGM device problems, diet/activity changes, and hospitalizations. Current Regimen - Endocrine medications/devices with doses (insulin, non-insulin antihyperglycemics, levothyroxine, antiresorptives, steroids, etc.). - Recent dose changes and tolerability/adverse effects. Data Reviewed - Labs (A1c, glucose, BMP, lipids, TFTs, calcium/Vitamin D, cortisol, hormones as relevant). - CGM metrics (TIR, time below range, GMI), DEXA, imaging, or pathology if discussed. Complication / Risk Screening - Diabetes: hypoglycemia awareness, foot symptoms, retinopathy/nephropathy/neuropathy updates, CV risk. - Other endocrine: compressive thyroid symptoms, fracture risk, adrenal crisis precautions as applicable. Exam - Weight/BMI, BP, thyroid exam, foot exam if performed, injection sites, and other focused findings. Assessment - Endocrine diagnoses with control/status (e.g., T2D with suboptimal control; hypothyroidism adequately replaced). Plan - Medication/device adjustments with targets and monitoring plan. - Labs/imaging orders, referrals (diabetes education, ophthalmology, DEXA), lifestyle counseling, and follow-up interval.
When to use this template
What makes the structure useful, and which visits it fits best.
Why this template works
Structural advantages for real documentation
Best for
Visit types and clinicians who use this format
- Puts objective endocrine data (A1c, CGM, TFTs, calcium) next to regimen changes.
- Supports diabetes and non-diabetes endocrine visits with shared structure.
- Captures hypoglycemia, adherence, and technology issues that drive plan changes.
- Good base for AI specialty templates generated during endocrinology onboarding.
- 1Diabetes and CGM/insulin follow-ups
- 2Thyroid and osteoporosis clinic return visits
- 3General outpatient endocrinology follow-ups
Example output shape
Illustrative excerpt of how a visit can land in this structure. Not a real patient record—review and edit every note before signing.
Interval History T2D follow-up. Home fasting glucoses 140–180; several afternoon readings >220 after larger meals. Two mild hypos (58–65) mid-morning after walks—treated with glucose tabs. Using CGM most days. Weight −4 lb with diet changes. Current Regimen Metformin 1000 mg BID, semaglutide 1 mg weekly, glargine 22 units qHS. Missed one semaglutide dose last month. Data Reviewed A1c 8.1% (was 8.6%). CGM: TIR 58%, time <70 mg/dL 3%, GMI 7.9%. BMP Cr 0.9, K normal. LDL 96 on statin. Exam BMI 31.2. BP 128/78. No foot ulcers; monofilament intact. Injection sites without lipohypertrophy. Assessment Type 2 diabetes with improving but suboptimal control; rare mild hypoglycemia with activity. Plan Increase glargine to 26 units qHS. Continue metformin/semaglutide. Carb awareness around walks; carry rapid glucose. Recheck A1c/CGM download in 3 months. Reinforce annual eye exam (scheduled). RTC sooner for recurrent hypos or ketones/illness.
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