COPD New Outpatient Evaluation Medical Note Template

This COPD (Chronic Obstructive Pulmonary Disease) Evaluation Template designed for use by all health care providers in the outpatient setting. The template is in a fillable PDF format by Adobe Acrobat and contains checkboxes and fillable textboxes.

This COPD Evaluation Template has generous space for documenting the HPI, and contains prompters that readily distinguish the severity of illness and recent symptoms or events that may indicate a need for changes in the COPD medication regimen, or even hospitalization.


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The Review of Systems has convenient buttons for checking "yes" or "no" options, dramatically reducing the time spent on this task.

The Past Medical, Family and Social History (PFSH) contains disease-specific prompters for common or relevant disorders. In addition, there are prompters for a detailed Malignancy history, occupational or inhalational exposure history, and common diseases among family members that may affect a patient's health.

The Exam emphasizes pertinent positive and negative exam findings, and contains space for free text documentation of additional findings.

The Impression and Plan is generously sized to permit detailed discussions, and contains convenient prompters for common treatments, diagnostics and lab tests.

Prompters with simple check boxes limit the need for handwriting or typing. Fillable text boxes permit free text descriptions for areas that require further, detailed documentation. Features such as these help to improve health care provider efficiency by decreasing the time needed to document a patient encounter, ensure that essential topics are discussed, improve documentation, and provide supporting documentation for adequate billing and coding needs. The COPD Evaluation Template was created following the Centers for Medicare & Medicaid Services' (CMS) 1997 E & M Documentation Guidelines, and the development team included a board-certified Pulmonary Disease Specialist.

How to use MedicalTemplates

Outpatient evaluation for COPD Medical Documentation Template

Impact of COPD on the Healthcare system

The National Center for Health Statistics reports COPD to be the 4th leading cause of death in the Unites States, causing 124,000 deaths per year.  Over 24 million Americans have COPD, and women are more likely than men to die from COPD.   The major risk factor for developing and dying from COPD is tobacco smoking.  COPD is responsible for over 1 million hospital admissions and $37 billion dollars in healthcare costs each year.  Due to the large numbers of Americans with COPD and the heath care costs associated with the treatment of COPD, this chronic lung disease is a focus of many quality improvement initiatives and pay for performance programs.


E & M Documentation Template

The COPD Outpatient evaluation MedicalTemplate contains prompters and space for all the required elements for a E&M encounter such as a new patient evaluation, consult, or follow up note.

When completed, and in conjunction with a supporting level of medical decision making, this MedicalTemplate meets or exceeds the documentation requirements in the 1995 and 1997 Medicare Guidelines for E&M services for the highest level of service.



Medical Documentation References and Resources


Digital Health Record

The COPD Outpatient follow up evaluation MedicalTemplate functions like all other PDF files, but they have editable text fields and working checkboxes.  This allows information to be typed in or pasted from other applications to fill out the template.

Filled MedicalTemplates can be printed and saved to a computer, USB drive, CD, DVD, or other storage device to create a digital health record for your patients.

To learn more about how MedicalTemplates can be used as a digital health record, click here.


Digital Signature Enabled

MedicalTemplates can be signed with a digital signature, instead of a handwritten signature, if the use of a digital signature is acceptable at your practice location.   Adobe PDF digital signatures require the creation of a digital ID that is used to sign the PDF.  

To learn more about Adobe PDF digital signatures, click here.




MedicalTemplates are in the Adobe PDF format, which requires the free Adobe Reader.  With Adobe Reader, these templates can be printed as many times as needed on paper meeting your specifications or the specifications of any clinic, hospital, or other health care facility.

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