5600 week 5

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Must use the sample template for your soap note, keep this template for when you start clinicals.

Templates used from another classes will not be accepted. Student must use the template provided in this class which must clearly contain the progress note (in the Assessment section) of the encounter with the patient ( this section is clearly mark in bold, highlighted  and underlined). No passing grade will be granted if this section is not completed properly. 

Follow the MRU Soap Note Rubric as a guide

Use APA format and must include minimum of 2 Scholarly Citations.

Soap notes will be uploaded to Moodle and put through TURN-It-In (anti-Plagiarism program)

The use of templates is ok with regards to Turn it in, but the Patient History, CC, HPI, The Assessment and Plan should be of your own work and individualized to your made up patient.  

Grading Rubric


This sheet is to help you understand what we are looking for, and what our margin remarks might be about on your write ups of patients. Since at all of the white-ups that you hand in are uniform, this represents what MUST be included in every write-up.

Identifying Data (___5pts): The opening list of the note. It contains age, sex, race, marital status, etc. The patient complaint should be given in quotes. If the patient has more than one complaint, each complaint should be listed separately (1, 2, etc.) and each addressed in the subjective and under the appropriate number.

Subjective Data (___30pts.): This is the historical part of the note. It contains the following:

a) Symptom analysis/HPI(Location, quality , quantity or severity, timing, setting, factors that make it better or worse, and associate manifestations.(10pts).

b) Review of systems of associated systems, reporting all pertinent positives and negatives (10pts).

c) Any PMH, family hx, social hx, allergies, medications related to the complaint/problem (10pts). If more than one chief complaint, each should be written u in this manner.

Objective Data(__25pt.): Vital signs need to be present. Height and Weight should be included where appropriate.

a) Appropriate systems are examined, listed in the note and consistent with those identified in 2b.(10pts).

b) Pertinent positives and negatives must be documented for each relevant system.

c) Any abnormalities must be fully described. Measure and record sizes of things (likes moles, scars). Avoid using “ok”, “clear”, “within normal limits”, positive/ negative, and normal/abnormal to describe things. (5pts).

Assessment (___10pts.): Encounter paragraph and diagnoses should be clearly listed and worded appropriately including ICD10 codes.

Plan (___15pts.): Be sure to include any teaching, health maintenance and counseling along with the pharmacological and non-pharmacological measures. If you have more than one diagnosis, it is helpful to have this section divided into separate numbered sections.

Subjective/ Objective, Assessment and Management and Consistent (___10pts.): Does the note support the appropriate differential diagnosis process? Is there evidence that you know what systems and what symptoms go with which complaints? The assessment/diagnoses should be consistent with the subjective section and then the assessment and plan. The management should be consistent with the assessment/ diagnoses identified.

Clarity of the Write-up(___5pts.): Is it literate, organized and complete?


Total Score: ____________ Instructor: __________________________________

Guidelines for
Focused SOAP Notes

Label each section of the SOAP note (each body part and system).

not use unnecessary words or complete sentences.

Use Standard Abbreviations

S: SUBJECTIVE DATA (information the patient/caregiver tells you).

Chief Complaint (CC): a statement describing the patient’s symptoms, problems, condition, diagnosis, physician-recommended return(s) for this patient visit. The patient’s own words should be in quotes.

History of present illness (HPI): a chronological description of the development of the patient’s chief complaint from the first symptom or from the previous encounter to the present. Include the eight variables (Onset, Location, Duration, Characteristics, Aggravating Factors, Relieving Factors, Treatment, Severity-OLDCARTS), or an update on health status since the last patient encounter.

Past Medical History (PMH): Update current medications, allergies, prior illnesses and injuries, operations and hospitalizations allergies, age-appropriate immunization status.

Family History (FH): Update significant medical information about the patient’s family (parents, siblings, and children).
Include specific diseases related to problems identified in CC, HPI or ROS.

Social History(SH): An age-appropriate review of significant activities that may include information such as marital status, living arrangements, occupation, history of use of drugs, alcohol or tobacco, extent of education and sexual history.

Review of Systems (ROS). There are
14 systems for review. List positive findings and pertinent negatives in systems directly related to the systems identified in the CC and symptoms which have occurred since last visit; (1) constitutional symptoms (e.g., fever, weight loss), (2) eyes, (3) ears, nose, mouth and throat, (4) cardiovascular, (5) respiratory, (6) gastrointestinal, (7) genitourinary, (8) musculoskeletal, (9-}.integument (skin and/or breast), (10) neurological, (11) psychiatric, (12) endocrine, (13) hematological/lymphatic, {14) allergic/immunologic. The ROS should mirror the PE findings section.

0: OBJECTIVE DATA (information you observe, assessment findings, lab results).

Sufficient physical exam should be performed to evaluate areas suggested by the history and patient’s progress since last visit. Document specific abnormal and relevant negative findings.
Abnormal or unexpected findings should be described.
You should include only the information which was provided in the case study, do not include additional data.

Record observations for the following systems if applicable to this patient encounter (there are 12 possible systems for examination): Constitutional (e.g. vita! signs, general appearance), Eyes, ENT/mouth, Cardiovascular, Respiratory, GI, GU, Musculoskeletal, Skin, Neurological, Psychiatric, Hematological/lymphatic/immunologic/lab testing. The focused PE should only include systems for which you have been given data.

Cardiovascular and Respiratory systems should be assessed on every patient regardless of the chief complaint.

Testing Results: Results of any diagnostic or lab testing ordered during that patient visit.

A: ASSESSMENT: (this is your diagnosis (es) with the appropriate ICD 10 code)

List and number the possible diagnoses (problems) you have identified. These diagnoses are the conclusions you have drawn from the subjective and objective data.

Your subjective and objective data should support your diagnoses and your therapeutic plan.

Do not write that a diagnosis is to be “ruled out” rather state the working definitions of each differential or primary diagnosis (es).

For each diagnoses provide a cited rationale for choosing this diagnosis. This rationale includes a one sentence cited definition of the diagnosis (es) the pathophysiology, the common signs and symptoms, the patients presenting signs and symptoms and the focused PE findings and tests results that support the dx. Include the interpretation of all lab data given in the case study and explain how those results support your chosen diagnosis.

P: PLAN (this is your treatment plan specific to this patient). Each step of your plan must include an EBP citation.

1. Medications write out the prescription including dispensing information and provide EBP to support ordering each medication. Be sure to include both prescription and OTC medications.

2. Additional diagnostic tests include EBP citations to support ordering additional tests

3. Education this is part of the chart and should be brief, this is not a patient education sheet and needs to have a reference.

4. Referrals include citations to support a referral

5. Follow up. Patient follow-up should be specified with time or circumstances of return. You must provide a reference for your decision on when to follow up.

(Student Name)

Miami Regional University

Date of Encounter:

Preceptor/Clinical Site:

Clinical Instructor: Patricio Bidart MSN, APRN, FNP-C

Soap Note # ____ Main Diagnosis ______________




Gender at Birth:

Gender Identity:



Current Medications:




Preventive Care:

Surgical History:

Family History:

Social History:

Sexual Orientation:

Nutrition History:

Subjective Data:

Chief Complaint:

Symptom analysis/HPI:

The patient is …

Review of Systems (ROS) (This section is what the patient says, therefore should state Pt denies, or Pt states….. )










Objective Data:











(In a paragraph please state “your encounter with your patient and your findings ( including subjective and objective data)

Example : “Pt came in to our clinic c/o of ear pain. Pt states that the pain started 3 days ago after swimming. Pt denies discharge etc… on examination I noted this and that etc.)

Main Diagnosis

(Include the name of your Main Diagnosis along with its ICD10 I10. (Look at PDF example provided) Include the in-text reference/s as per APA style 6th or 7th Edition.

Differential diagnosis (minimum 3)


Labs and Diagnostic Test to be ordered (if applicable)

· –

· –

Pharmacological treatment:

Non-Pharmacologic treatment:

Education (provide the most relevant ones tailored to your patient)


References (in APA Style)


Codina Leik, M. T. (2014). Family Nurse Practitioner Certification Intensive Review (2nd ed.).

ISBN 978-0-8261-3424-0

Domino, F., Baldor, R., Golding, J., Stephens, M. (2010). The 5-Minute Clinical Consult 2010

(25th ed.). Print (The 5-Minute Consult Series).


Student’s Name

Miami Regional University

Date of Encounter: Mo/day/year

Preceptor/Clinical Site: MSN5600L Class

Clinical Instructor: Patricio Bidart MSN, APRN-IP, FNP-C

Soap Note # _____ Main Diagnosis: Dx: Herpes Zoster


Name: Ms. GP

Age: 78

Gender at Birth: Female

Gender Identity: Female

Source: Patient

Allergies: Peanut. Iodine

Current Medications:

 Insulin Lantus 100 u/ml 15 unit in the morning and at bedtime

 Metformin 500 mg 1 tablet PO once a day

 Atorvastatin 20 mg 1 tablet PO at bedtime


 Diabetes mellitus type II

 Hyperlipidemia

 Varicella (Chickenpox) at the age of 20 year-old

Immunizations: Flu vaccine in 2020, Covid -19 (Pfizer) in 2021

Preventive Care: Wellness exam on 03/2021

Surgical History: appendicectomy 20 years ago

Family History: daughter 48 years old / hyperlipidemia

Social History: Patient is widow, lives with her daughter. Catholic religion. No alcohol. No

smoker. No history of drug used, sedentary lifestyle. Does not work.

Sexual Orientation: Straight

Nutrition History: Regular diet, low in carbohydrates and fat.

Subjective Data:

Chief Complaint: I have been feeling itching and pain on my right lower back” started 3 day


Symptom analysis/HPI: The patient is Ms. GP is 78-year-old Hispanic woman, who is

complaining about itching, pain or tingling on her right lower back. Patient stated that 3 days ago

she started to feel an increase in burning sensation on the area taking all right lower back and

don’t relieve the pain with analgesic, she stated that wear any clothes that touch the area is very

uncomfortable. Denies any episodes of fever but she feels fatigue and chills and mild headache.

She stated that today in the morning she feel worse and noted some redness in the area and

decided to come to the clinic to PCP evaluation.

Review of Systems (ROS)

CONSTITUTIONAL: fatigue, chills, denies weakness, no thirsty, no loss of weight. No fever.

NEUROLOGIC: mild headache, no dizziness, no changes in LOC, no loss of strength or

weakness/paresis/paralysis on extremities, no Hx of tremors or seizures.

HEENT: denies any head injury, denies any pain

 Eyes: patient denies blurred vision, no diplopia, no wear glasses for reading

 Ears: patient denies tinnitus, ear pain, no ear drainage through ear canal.

 Nose: no presence of nasal obstruction, no nasal discharge, denies nasal bleeding. (No


 Throat: no sore throat, no hoarse voice, no difficult to swallow

RESPIRATORY: patient denies shortness of breath, cough, expectoration, or hemoptysis.

CARDIOVASCULAR: patient denies chest pain, tachycardia. No orthopnea or paroxysmal

nocturnal dyspnea.

GASTROINTESTINAL: patient denies abdominal pain or discomfort. Denies flatulence,

nausea, vomiting or diarrhea. (BM pattern) every other day, last BM: today, no rectal bleeding

visible for her.

GENITOURINARY: patient denies polyuria, no dysuria, no burning urination, no hematuria, no

lumbar pain, no urinary incontinence.

MUSCULOSKELETAL: denies falls or pain. Denies hearing a clicking or snapping sound

SKIN: patient states itching, pain, or tingling sensation on her right lower back.

HEMO/LYMPH/ENDOCRINE: glands swelling on groin, denies bruising or abnormal


PSYCHIATRIST: patient denies anxiety, depression, denies hallucinations or delusions, no

mood changes

Objective Data:


Temperature: 98.4 °F, Pulse: 82x ‘, BP: 122/71 mm hg, RR 19, PO2-97% on room air, Ht- 5’3”,

Wt 164 lb, BMI 30.2. Report pain 6/10.

GENERAL APPREARANCE: Adult, female. Alert and oriented x 3.

NEUROLOGIC: Alert, oriented to person, place, and time. Cranial nerves from I to XII intact.

Sensation intact to bilateral upper and lower extremities. Bilateral UE/LE strength 5/5. Pupil

normal in size and equal. Deep tendon reflex presents.

HEENT: Head: Normocephalic, atraumatic, symmetric, non-tender. Maxillary sinuses no


 Eyes: No conjunctival injection, no icterus, visual acuity, and extraocular eye movements

intact. No nystagmus noted. Wear glasses.

 Ears: BL external canal pattern, permeable, no redness, no drainage, tympanic membrane

intact, pearly gray with sharp cone of light. No pain or edema noted.

 Nose: Nasal mucosa normal. No irritations.

 Mouth: oral mucosa pink, tongue central, papillaes normal distributed, no lesions

detected, present of upper and lower denture, fitting properly. Lips with no lesions.

 Neck: No lymphadenopathy noted. No jugular vein distention. No thyroid swelling or

masses, no thrills on auscultation.

CARDIOVASCULAR: S1S2, regular rate and rhythm, no murmur or gallop noted. Capillary

refill < 2 sec. Peripheral pulses present and symmetric. No edema on BLE.

RESPIRATORY: Lungs sounds clear. Chest wall symmetric and no deformities, no intercostal

retractions, patient no noticed dyspnea, no orthopnea. No egophony, no pectoriloquy, no fremitus

or sign of condensation tissue on palpation. Resonance equal in both hemithorax. Lungs: breath

sounds present and clear on auscultation, no rales, no wheezing, no rhonchi.

GASTROINTESTINAL: Abdomen soft and non-tender. Continent to BB. Bowel sounds

present in all four quadrants; no bruits present over aortic or renal arteries. Last BM today.

GENITOURINARY: Costovertebral angles non-tenders, kidneys no palpable. External

genitalia present, no enlargement, no tumors palpable. Groins area noted with redness.

MUSKULOSKELETAL: No pain to palpation. Active and passive ROM within normal limits,

no stiffness.

INTEGUMENTARY: painful redness rash, with crops of vesicles on an erythematous base

with a few satellite lesions in linear distribution, do not cross midline, some of the blisters are

filled with purulent fluids and other are crusted. Area is swollen and redness.


Patient Ms. GP is 78-year-old Hispanic woman with Hx of DM Type II and Hyperlipidemia,

came into our clinic today complaining about itching, pain and tingling on her right lower back

starting 3 days ago. During the physical exam was noted painful redness rash, with crops of

vesicles on an erythematous base with a few satellite lesions in linear distribution, which do not

cross midline. Diagnosis is based on the clinical evaluation through history and physical

examination. According to patient presentation, signs and symptoms patient is diagnosed with

herpes zoster. Patients falls into the high risk group based on Buttaro (2017). Herpes zoster is

viral infection that occurs with reactivation of the varicella-zoster virus and the patient referred

has history of Chickenpox when she was 20 years old.

Main Diagnosis

Herpes Zoster (ICD10 B02.9): Herpes zoster is infection that results when varicella-zoster virus

reactivates from its latent state in a posterior dorsal root ganglion. Symptoms usually begin with

pain along the affected dermatome, followed within 2 to 3 days by a vesicular eruption that is

usually diagnostic. (Domino, Baldor, Golding, &Stephens,2017).

Other diagnosis:

Diabetes mellitus type II. (ICD-10 E11.9)

Hyperlipidemia. (ICD-10 E78.5)

Differential diagnosis

 Irritant contact dermatitis (ICD10 L24)

 Impetigo. (ICD10 L01.0)

 Varicella. (ICD 10 B01)

 Dermatitis herpetiformis. (ICD10 L13.0)


Labs and Diagnostic Test to be ordered (if applicable)

 Viral culture, polymerase chain reaction for VZV

Pharmacological treatment:

 Valtrex 1 gm TID x 7 days ideally during the prodrome, and is less likely to be effective if

given > 72 hours after skin lesions appear,

 VZV vaccine

 Pain-reliever NSAIDs

 Management of post herpetic neuralgia (Treatments include gabapentin, pregabalin)

Continue with current medication for chronic condition:

 Insulin Lantus 100 u/ml 15 unit in the morning and at bedtime

 Metformin 500 mg 1 tablet PO once a day

 Atorvastatin 20 mg 1 tablet PO at bedtime

Non-Pharmacologic treatment:

 Do not scratch the area with dirty hands. Use lotion like calamine to refresh the area.

 Keep the area clean and dry.


 Isolation precaution – Type Contact

 Avoid contact with susceptible person like pregnancy woman, kids and

Immunocompromised patient.

 Education about hand washing.

 Avoid ABT cream.


Follow up appointment 2 weeks / No referral needed at this time

Call if the symptoms are worse or you noticed any adverse reaction.


Buttaro, T. M., Trybulski, J. A., Polgar-Bailey, P., & Sandberg-Cook, J. (2017). Primary care: a

collaborative practice. St. Louis, MO: Elsevier.

Domino, F., Baldor, R., Golding, J., Stephens, M. (2017). The 5-Minute Clinical Consult 2017

(25th ed.). Print (The 5-Minute Consult Series).

McCance, K. L., & Huether, S. E. (2019). Pathophysiology: the biologic basis for disease in

adults and children. St. Louis, MO: Elsevier.


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