What are the next steps in managing a patient's health?

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Last updated: August 21, 2025View editorial policy

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Next Steps in Managing a Patient's Health

For optimal patient management, conduct a comprehensive follow-up visit that includes assessment of medication adherence, physical examination, laboratory evaluation, and assessment of diabetes self-management behaviors, as recommended by the American Diabetes Association. 1

Key Components of Follow-Up Visit

Medical History Assessment

  • Review interval medical history since last visit
  • Assess medication-taking behavior and any side effects/intolerances
  • Evaluate frequency, cause, and severity of any hypoglycemic episodes
  • Screen for depression, anxiety, and disordered eating

Physical Examination

  • Measure height, weight, BMI, and waist circumference
  • Check blood pressure (consider orthostatic measurements if indicated)
  • Perform comprehensive foot examination:
    • Visual inspection for skin integrity, calluses, deformities, ulcers
    • Check pedal pulses (refer for ankle-brachial index if diminished)
    • Test temperature, vibration, pinprick sensation, and 10-g monofilament exam
  • Examine skin for acanthosis nigricans and insulin injection/insertion sites

Laboratory Evaluation

  • Check A1C if not available within past 3 months
  • Annual tests (if not performed within past year):
    • Lipid profile (total, LDL, HDL cholesterol, triglycerides)
    • Liver function tests
    • Spot urinary albumin-to-creatinine ratio
    • Serum creatinine and estimated GFR
    • Thyroid-stimulating hormone in type 1 diabetes
    • Vitamin B12 levels if patient is on metformin
    • Complete blood count with platelets
    • Serum potassium if on ACE inhibitors, ARBs, or diuretics

Risk Assessment and Prevention

  • Assess 10-year cardiovascular risk using appropriate risk calculator
  • Ensure vaccination status is up-to-date:
    • Annual influenza vaccine
    • Pneumococcal vaccines (PCV13 and PPSV23 as age-appropriate)
    • Hepatitis B vaccine series for unvaccinated adults
    • COVID-19 vaccination

Self-Management Assessment

  • Review diabetes self-management behaviors
  • Assess nutritional status and dietary patterns
  • Evaluate physical activity levels
  • Check sleep patterns and duration (poor sleep quality associated with higher A1C) 1
  • Assess social determinants of health that may impact care

Goal Setting and Treatment Planning

  • Engage in shared decision-making to establish treatment goals
  • Set individualized A1C targets based on patient factors
  • Develop action plans for addressing any identified issues
  • Prioritize interventions based on potential impact on morbidity and mortality

Follow-Up Scheduling

  • Schedule next visit at appropriate interval (typically every 3-6 months)
  • Ensure annual comprehensive evaluations are completed
  • Consider more frequent follow-up if treatment changes are made or goals not met

Common Pitfalls to Avoid

  • Focusing only on glucose control while neglecting other cardiovascular risk factors
  • Overlooking social determinants of health that may impact care
  • Failing to address psychological aspects of diabetes management
  • Not providing adequate self-management support between visits
  • Missing opportunities for preventive care like vaccinations

By systematically addressing these components during follow-up visits, you can provide comprehensive care that reduces morbidity and mortality while improving quality of life for patients with diabetes.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

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Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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