Checklist: Concluding a visit


Step Comments
Confirm pharmacy and/or lab details
  • To ensure you can send prescriptions and lab requisitions to appropriate places
  • ·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