A little late to this thread, but I have been dealing with this very problem. We are providers to an Independent Physician Association (IPA) that puts a requirment on us to complete at LEAST once a year, a survey of all of the active diagnosis, the pertinent screenings, immunizations and so on. We have to discuss and document the level of pain they have, the plan we have for it, the presence of an advanced directive in the chart and so on, ad nauseum.
Two things:
I use a template under HPI that addresses every one of the topics I must address, and then I just march thru them.
I use a template as the very first item under "past medical history" that says. "Annual Apple completed Sept 2013" (and in ten days I will modify the template to October.)
Finally, I work from a plain old paper print out from the insurance data which is stapled to the front of brown manilla folder. I check off the names when they are done, and my staff and I try to arrange to see the ones on the list that are not regularly seen.
I can go back later and manipulate the database by searching for the statement, "Annual Apple completed" in the search function.
(The IPA has the improbable name of "AppleCare Medical Group")
Hope this helped.
