Checklist: Concluding a visit CONCLUDING A VISIT Step Comments Confirm pharmacy and/or lab details To ensure you can send prescriptions and lab requisitions to appropriate places Concluding ·Summarize investigations, management, counseling, and follow up plan Determine follow up plan and whether and when need to be seen in person, documenting rationale (If unsure, can wait for supervisor review) Clarify how patient will receive further communication (phone, email, mail) Communicate plan for review ·Let your patient know if you will call them back with your supervisor present
