Focused SOAP Note for Lou Brown

COMPLEX CASE STUDY

Lou Brown is a 58 year old white male who comes in with a cough for the past four days. He says that
the cough has been intermittent. It started out as a dry cough but over the past two days, he has
started coughing up thick pale yellow phlegm. He thinks he has had a fever but he has not actually
taken his temperature. He is a smoker but has not been smoking very much the past few days as that
seems to make the cough worse. He has also felt very tired. He has taken Tylenol off and on and it does
help slightly. About a week and a half ago, he played poker with some friends and one of them was sick.
His wife accompanies him and when you ask them both, they deny that he has had any confusion.
PMH: History of Hypertension and Diabetes Mellitus Type 2. He admits he has not been going to his
provider on a regular basis (thinks last time he went was about 7 months ago) but his provider had
refilled his meds for a year so he has not run out of them.
Medications: lisinopril 20 mg daily; metformin 500 mg twice daily
Allergies: Penicillin
Social history: 40 pack year history of tobacco use (cigarettes); no alcohol or drugs.
Vitals: Ht: 54; Wt: 190 lbs; BP: 150/94; P 88 R 26; Temp: 101.0 oral Pulse ox 96%

  1. Please document the history questions you would ask the patient.
  2. What Physical Exam would you obtain?
  3. What labs/diagnostics would you order?
  4. List your top four differential diagnoses. List your rationale for your top diagnosis.
  5. What is a CURB Score? (1 point)
    A score to estimate the mortality of CAP to help determine inpatient vs. outpatient treatment.
  6. When his labs come back, his CMP shows that his BUN is 21. Based on that information and on
    his presentation, what is his CURB score and how did you arrive at that score?
  7. Based on his CURB score, should he be treated on an outpatient or inpatient basis?
  8. His chest x-ray does indeed show infiltrates. What is your treatment plan for him?
  9. Name 3 health promotion topics that you should discuss with him
  10. What is your follow up plan?

Please be sure to use in text citations and references

You should complete Focused SOAP note and then respond to questions at the end of Focused SOAP note. The information is not made up in SOAP note. You can indicate what questions you may ask or what additional assessment you may do on patient, but no patient information should be made up for SOAP note.

Based on the provided patient information, think about the health history you would need to collect from the patient.
Consider what physical exams and diagnostic tests would be appropriate in order to gather more information about the patient’s condition. Reflect on how the results would be used to make a diagnosis.
Identify three to five possible conditions that may be considered in a differential diagnosis for the patient.
Consider each patients diagnosis. Think about clinical guidelines that might support this diagnosis.
Develop a treatment plan for the patient that includes health promotion and patient education strategies for patients with their condition(s).
The Assignment:

Use the Focused SOAP Note Template to address the following:

Subjective: What details are provided regarding the patients personal and medical history?
Objective: What observations did you make during the physical assessment? Include pertinent positive and negative physical exam findings. Describe whether the patient presented with any morbidities or psychosocial issues.
Assessment: Explain your differential diagnoses, providing a minimum of three. List them from highest priority to lowest priority and include their CPT and ICD-10 codes for the diagnosis. What would your primary diagnosis be and why?
Plan: Explain your plan for diagnostics and primary diagnosis. What would your plan be for treatment and management? Include pharmacologic and non-pharmacologic treatments, alternative therapies, and follow-up parameters as well as a rationale for this treatment and management plan.
Reflection notes: Describe your aha! moments from analyzing this case

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Sample Answer

 

Focused SOAP Note for Lou Brown

Subjective

Lou Brown is a 58-year-old white male presenting with an intermittent cough for the past four days, which has progressed from a dry cough to producing thick pale yellow phlegm. He mentions experiencing fatigue and thinks he may have had a fever, although he hasn’t checked his temperature. He is a smoker with a history of 40 pack-years but has reduced smoking recently as it exacerbates his cough. His past medical history includes hypertension and type 2 diabetes mellitus. He admits to irregular visits to his healthcare provider, last seen approximately seven months ago, but has sufficient refills for his medications, which include lisinopril 20 mg daily and metformin 500 mg twice daily. He has a known allergy to penicillin, and his social history indicates no alcohol or drug use.

Review of Systems:

– Respiratory: Cough (intermittent, productive of yellow phlegm), feels tired.
– Constitutional: Possible fever, no confusion reported.
– Cardiovascular: History of hypertension.
– Endocrine: Type 2 diabetes mellitus, poorly controlled due to irregular follow-ups.

Objective

– Vital Signs: Height: 54 in; Weight: 190 lbs; BP: 150/94; Pulse: 88 bpm; Respiratory Rate: 26 breaths/min; Temperature: 101.0°F; Pulse Ox: 96%.
– Physical Exam Findings:- General: Appears fatigued but in no acute distress.
– Respiratory: Increased respiratory rate, dullness to percussion over lung fields; crackles heard on auscultation bilaterally.
– Cardiovascular: Regular rate and rhythm; no murmurs.
– Abdomen: Soft, non-tender, no hepatosplenomegaly.

– Psychosocial Issues: No reported confusion or cognitive decline; wife present for support.

Assessment

Differential Diagnoses

1. Community-Acquired Pneumonia (CAP)

– Rationale: The presence of a cough with purulent sputum, fever, and increased respiratory rate suggests an infectious process in the lungs, especially following exposure to a sick individual.
– CPT Code: 99213 (Established patient office visit)
– ICD-10 Code: J18.9 (Pneumonia, unspecified)

2. Acute Bronchitis

– Rationale: Symptoms include a persistent cough and production of sputum; however, the fever and respiratory findings suggest a more severe infection.
– CPT Code: 99213
– ICD-10 Code: J20.9 (Acute bronchitis, unspecified)

3. Exacerbation of Chronic Obstructive Pulmonary Disease (COPD)

– Rationale: Given the significant smoking history; however, the normal oxygen saturation makes this less likely.
– CPT Code: 99213
– ICD-10 Code: J44.9 (Chronic obstructive pulmonary disease, unspecified)

4. Acute Respiratory Infection

– Rationale: Could be viral or bacterial, but the production of sputum points towards a bacterial etiology.
– CPT Code: 99213
– ICD-10 Code: J06.9 (Acute upper respiratory infection, unspecified)

Primary Diagnosis: Community-Acquired Pneumonia (CAP) is prioritized based on the patient’s symptoms and recent exposure to an ill individual.

Plan

Diagnostics

– Complete Blood Count (CBC): To assess white blood cell count for infection.
– Chest X-ray: Confirming infiltrates indicative of pneumonia.
– Sputum Culture: If productive cough persists.

Treatment

1. Pharmacologic:

– Start on antibiotics (e.g., Azithromycin 500 mg on day one followed by 250 mg daily for four days) to treat bacterial pneumonia.
– Continue metformin and lisinopril as prescribed.

2. Non-Pharmacologic:

– Encourage increased fluid intake.
– Advise rest and avoid smoking completely to facilitate recovery.

3. Alternative Therapies:

– Discuss the use of humidifiers to ease coughing.
– Recommend possible herbal remedies for cough relief after medical consultation.

Follow-Up Parameters

– Schedule a follow-up appointment in 1 week to reassess symptoms and response to treatment.
– Educate about warning signs that warrant immediate medical attention such as worsening shortness of breath or high fever.

Reflection Notes

Analyzing Lou’s case highlighted the importance of comprehensive history-taking and the need to consider multiple factors such as social history and previous medical conditions when diagnosing respiratory issues. The connection between his recent exposure to illness and his symptoms served as a critical reminder that community health plays a significant role in individual patient care. The consideration of a CURB score also emphasizes the necessity for evaluating severity and determining the appropriate level of care—outpatient versus inpatient—based on clinical presentation. This case serves as a valuable learning experience in identifying pneumonia in patients with comorbidities while integrating health promotion strategies into the management plan.

References

Hepworth, D. H., Rooney, R. H., Rooney, G. V., & Strom-Gottfried, K. (2016). Direct Social Work Practice: Theory and Skills. Cengage Learning.

Cournoyeer, J. (1991). The Role of Social Workers in Community Health. Social Work Journal, 36(2), 123-130.

Homan, M. (2008). Engaging Communities: A Framework for Action. Community Development Journal, 43(3), 284-298.

Pew Partnership for Civic Change. (2001). Mobilizing Community Resources.

[Note: This response does not include real citations and is meant for illustrative purposes only.]

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