FOLLOW-UP NOTES · AFTER YOUR CARE PLAN

Review
what changed.

Use this after you and your care team have made a plan. Compare the things you agreed to follow, record changes and choose a question for your next visit.

Start my follow-up notes

Bring any earlier notes and recent results you have. Fill in what you know and skip anything that does not apply.

Your private notes

What helped? What still needs attention?

Your care team can explain what changed and help you agree on the next step.

Contact your care team sooner if symptoms or your health change. You do not need to wait for a planned follow-up visit.

01

Carry forward

Keep the history that does not disappear.

Select anything that is part of your story—or that you need to clarify. These items are not scored.

02

Compare

Compare the same things again.

Include dates and units from your results. When possible, compare measurements taken in the same way and with the goals you and your care team agreed on. A single number is not the whole story.

FLOWBlood-pressure trendI have recent readings gathered in a way I can compare with my starting point.
FLOWCholesterol and other blood fatsI have comparable results with dates, units, and the follow-up that was planned.
FLOWBlood sugar / A1CI have the latest blood-sugar result my clinician follows. A1C reflects average blood sugar over about three months.
FLOW + POWERWaist measurement and related health changesI can compare the waist measurement or other health change my clinician and I agreed to follow.
POWERWhat I can do in daily lifeI can compare the same safe, familiar task under similar conditions.
03

Look at the whole picture

Review the parts of your heart health.

Think about your blood pressure, heartbeat, heart tests and daily activity. Mark anything you want to discuss.

FLOWHow do changes in my blood pressure, cholesterol, blood sugar, and blood-vessel health fit together?
BEATHas your heart rhythm changed, or have you noticed new or different racing, pounding, fluttering, or skipped beats?
PUMPIf my heart muscle or valves are already part of my care, have my symptoms or follow-up plans changed? This includes follow-up after a heart ultrasound, also called an echo.
POWERIs the familiar task easier, steadier, or followed by better recovery?
04

Name the change

What changed, when did it change, and what did you notice?

Use ordinary language. This stays in this browser tab.