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Diabetes Follow-up Care Template

Claire Dave
Dr. Claire Dave

A physician with over 10 years of clinical experience, she leads AI-driven care automation initiatives at S10.AI to streamline healthcare delivery.

TL;DROptimize your diabetes follow-up care with our clinically-driven template. This guide covers essential protocols for A1c, BP targets, and foot exams to improve patient outcomes and streamline your EHR workflow.

Expert Verified
Templates 4 min read·Aug 19, 2025

How Can a Standardized Diabetes Follow-up Care Template Revolutionize Your Practice?

In the fast-paced environment of modern healthcare, managing patients with diabetes requires a meticulous, proactive, and highly organized approach. Clinicians often find themselves navigating a labyrinth of patient data, from fluctuating glucose levels to medication adherence and comorbid conditions. A well-structured diabetes follow-up care template can be the key to unlocking greater efficiency and improved patient outcomes. By standardizing the follow-up process, you can ensure that no critical aspect of care is overlooked, from routine screenings to patient education. This is where the power of automation and intelligent tools comes into play. Imagine an EHR that not only stores patient data but also intelligently prompts you for the next steps in a patient's care plan. With S10.ai's universal EHR integration, this level of seamless workflow is not just a possibility but a reality. Explore how our AI agents can transform your diabetes care protocol.

 

What Are the Essential Components of a Comprehensive Diabetes Follow-up Visit?

A comprehensive diabetes follow-up visit is more than just a quick check-in. It's a multi-faceted assessment that covers a wide range of clinical and lifestyle factors. Drawing inspiration from discussions on medical forums and best practices from leading endocrinology resources, a robust template should include dedicated sections for:

  • Current Medication List: A thorough review of all medications, including insulin, oral agents, and any other prescriptions, is crucial to assess adherence and identify potential interactions.
     
  • Recent Hospitalizations: Any recent hospitalizations or emergency room visits can provide valuable insights into the patient's overall health and potential complications.
     
  • Glucose Trends: Analyzing glucose monitoring data, whether from a continuous glucose monitor (CGM) or self-monitored blood glucose (SMBG) records, is fundamental to understanding glycemic control.
     
  • Screening Appointments: The template should prompt for the status of essential screenings, including eye, dental, and foot exams, to ensure timely preventative care.
     
  • New or Chronic Symptoms: A systematic review of systems helps in identifying any new or worsening symptoms that may be related to diabetes or its complications.
     

By incorporating these elements into your follow-up template, you can create a more holistic and patient-centered approach to diabetes management. Consider implementing an AI scribe like S10.ai to effortlessly capture these details during your patient encounters, ensuring your EHR is always up-to-date.

 

How Often Should Key Lab Tests Be Performed in Patients with Well-Controlled Diabetes?

For patients with well-controlled diabetes, regular monitoring through key laboratory tests is essential for early detection of complications and for making informed treatment decisions. The American Diabetes Association provides clear guidelines on the frequency of these tests, which should be a cornerstone of any diabetes follow-up care template. Here’s a quick reference table to guide your practice:

 

 

 

Test Recommended Frequency
Hemoglobin A1C (HbA1c) At least twice a year
Lipid Panel Annually
Urine Protein (Microalbumin) Annually

 

 

It's important to note that these are general guidelines, and the frequency of testing may need to be adjusted based on individual patient factors, such as changes in treatment or the presence of comorbidities. Having a system that automatically flags when a patient is due for these tests can be a game-changer. Learn more about how S10.ai's intelligent agents can help you stay on top of your patients' lab schedules.

 

What is the Recommended Blood Pressure Target for Patients with Diabetes and Hypertension?

Hypertension is a common comorbidity in patients with diabetes, significantly increasing their risk for cardiovascular events. Therefore, aggressive blood pressure management is a critical component of diabetes follow-up care. The target blood pressure for most patients with diabetes and hypertension is less than 130/80 mmHg. Achieving this target often requires a combination of lifestyle modifications and pharmacological interventions. When it comes to medication, ACE inhibitors or ARBs are typically the first-line agents for patients with diabetes and hypertension, especially those with chronic kidney disease. Your diabetes follow-up template should have a dedicated section to track blood pressure readings and document the treatment plan. This is another area where an AI-powered assistant can be invaluable, helping you to quickly access a patient's blood pressure history and treatment regimen.

 

Why is an Annual Foot Exam Non-Negotiable for All Individuals with Diabetes?

The annual foot exam is a critical, yet sometimes overlooked, aspect of diabetes care. Diabetic neuropathy and peripheral vascular disease can lead to a loss of sensation and poor circulation in the feet, making patients highly susceptible to ulcers and infections that can ultimately lead to amputation. A thorough foot exam should be performed at least annually for all individuals with diabetes, and more frequently for those with identified risk factors. The exam should include an assessment for:

  • Structural abnormalities
     
  • Neuropathy (using a 10-g monofilament)
     
  • Vascular disease
     
  • Ulceration
     
  • Infection
     

Patient education on proper foot care is equally important. Remind your patients to inspect their feet daily, wear properly fitting shoes, and seek immediate medical attention for any new sores or injuries. By emphasizing the importance of the annual foot exam in your follow-up care template, you can help to prevent devastating complications.

  

Comprehensive Diabetes Care Plan

This template is designed to provide a structured and individualized approach to diabetes management. It should be completed in collaboration with the patient and reviewed regularly.

 

Patient Information

  • Patient Name: _________________________
     
  • Date of Birth: _________________________
     
  • Primary Care Physician: _________________________
     
  • Endocrinologist (if applicable): _________________________
     
  • Emergency Contact Name: _________________________
     
  • Emergency Contact Phone: _________________________
     
  • Date of Diabetes Diagnosis: _________________________
     
  • Type of Diabetes: ☐ Type 1 ☐ Type 2 ☐ Gestational ☐ Other: _________

1. Patient-Centered Goals

  • Primary Goal: (e.g., Maintain HbA1c below 7.0%, prevent hypoglycemic events, incorporate regular physical activity)

     
  • Secondary Goals: (e.g., Achieve and maintain a healthy weight, improve dietary habits, quit smoking)

     
  • Patient's Personal Goals: (What the patient wants to achieve)

2. Blood Glucose Monitoring

  • Target Blood Glucose Range:
    • Before Meals: ______ to ______ mg/dL
       
    • 2 Hours After Meals: ______ to ______ mg/dL
       
    • At Bedtime: ______ to ______ mg/dL
       
  • Monitoring Frequency: ______ times per day/week
     
  • Method: ☐ Blood Glucose Meter ☐ Continuous Glucose Monitor (CGM)
     
  • Notes/Special Instructions:

3. Medication Management

 

 

Medication Dosage Frequency Instructions (e.g., with food)
       
       
       
       

 

 

 

4. Hypoglycemia (Low Blood Sugar) Management

  • Patient's Common Symptoms: (e.g., shakiness, sweating, confusion, irritability)
     
  • Action Plan:
    1. If blood sugar is < 70 mg/dL, consume 15 grams of fast-acting carbohydrates, such as:
      • 4 glucose tablets
         
      • 4 oz (1/2 cup) of juice or regular soda
         
      • 1 tablespoon of sugar or honey
         
    2. Recheck blood glucose in 15 minutes.
       
    3. If still low, repeat step 1.
       
    4. Once blood glucose returns to normal, eat a small snack containing protein and carbohydrates if the next meal is more than an hour away.
       
  • Emergency Glucagon: ☐ Yes ☐ No Location: _________________________
     

5. Hyperglycemia (High Blood Sugar) Management

  • Patient's Common Symptoms: (e.g., increased thirst, frequent urination, fatigue, blurred vision)
     
  • Action Plan:
    1. Drink extra water or sugar-free fluids.
       
    2. Check for ketones if blood sugar is > 250 mg/dL (especially for Type 1).
       
    3. Follow correction dose instructions for insulin, if applicable.
       
    4. Contact healthcare provider if blood sugar remains high or if moderate/large ketones are present.
       
       

6. Nutrition Plan

  • Referred to Dietitian/Nutritionist: ☐ Yes ☐ No
     
  • Dietary Recommendations: (e.g., carbohydrate counting, plate method, low-sodium diet)
     
  • Meal Timing Goals: 

 

7. Physical Activity Plan

  • Recommended Type of Activity: (e.g., walking, swimming, cycling)

  • Frequency and Duration: ______ minutes, ______ times per week
     
  • Precautions: (e.g., check blood sugar before and after exercise, carry a carbohydrate snack)

     

8. Routine Health Maintenance & Screenings

  

 

Screening/Appointment Frequency Last Done Next Due
HbA1c Every 3-6 months    
Dilated Eye Exam Annually    
Comprehensive Foot Exam Annually    
Lipid Panel Annually    
Urine (Microalbumin) Annually    
Blood Pressure Check Every visit    
Dental Exam Every 6 months    
Flu Vaccine Annually    
Pneumonia Vaccine As recommended    

 

9. Care Team & Review

  • Care Plan Developed By: _________________________
     
  • Date Created: _________________________
     
  • Next Review Date: _________________________
     

Patient Agreement: I have reviewed this care plan, and I agree to follow it to the best of my ability. I will contact my healthcare provider with any questions or concerns.

Patient Signature: _________________________ Date: _________________

 

 

How Can You Leverage Clinical Decision Support (CDS) to Enhance Diabetes Follow-up Care?

In today's digital age, leveraging technology to improve patient care is no longer an option but a necessity. Clinical Decision Support (CDS) systems, when integrated into your EHR, can be a powerful tool for enhancing diabetes follow-up care. A well-designed CDS can:

  • Provide timely alerts and reminders: For example, a CDS can alert you when a patient is overdue for an A1c test or a foot exam.
     
  • Display relevant data in an organized manner: A diabetes-specific flowsheet can pull together data from various parts of the chart, giving you a comprehensive overview of the patient's status at a glance.
     
  • Offer evidence-based treatment recommendations: Based on the patient's data, a CDS can suggest appropriate medication adjustments or lifestyle interventions.
     

The key to unlocking the full potential of CDS is seamless integration with your existing workflow. This is where S10.ai excels. Our universal EHR integration with AI agents can provide you with the intelligent support you need to deliver the highest quality of care to your patients with diabetes. Explore how S10.ai can be your trusted partner in diabetes management.


 

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