What should be included in a patient note for a patient with hypertension?

Medical Advisory BoardAll articles are reviewed for accuracy by our Medical Advisory Board
Educational purpose only • Exercise caution as content is pending human review
Article Review Status
Submitted
Under Review
Approved

Last updated: September 24, 2025View editorial policy

Personalize

Help us tailor your experience

Which best describes you? Your choice helps us use language that's most understandable for you.

Comprehensive Patient Note Components for Hypertension Management

A comprehensive patient note for a patient with hypertension should include standardized blood pressure measurements, cardiovascular risk assessment, physical examination findings, laboratory results, treatment plan with specific medication details, and follow-up instructions. 1, 2

Patient History Documentation

Chief Complaint and Subjective Information

  • Document presenting symptoms (headache, visual disturbances, chest pain, dyspnea, neurological symptoms) 1
  • Record duration of hypertension diagnosis and previous BP control status 2
  • Document medication adherence and any side effects from current medications
  • Note emergency symptoms if present (headache, visual disturbances, chest pain, dyspnea, neurological symptoms, abdominal pain, nausea, anorexia) 1

Past Medical History

  • Document comorbidities that affect hypertension management:
    • Cardiovascular disease history (MI, stroke, heart failure) 1
    • Diabetes mellitus
    • Chronic kidney disease
    • Sleep apnea
    • Secondary causes of hypertension

Medication History

  • Current antihypertensive medications with dosages and timing
  • Other medications that may affect BP (NSAIDs, steroids, sympathomimetics) 1
  • Document time of most recent BP medication taken before measurements 1

Social History

  • Alcohol consumption (document exact amounts)
  • Tobacco use status
  • Dietary habits, especially sodium intake
  • Physical activity level
  • Psychosocial stressors 1

Physical Examination

Blood Pressure Measurement (using standardized technique)

  • Record BP in both arms at first visit (use arm with higher reading for subsequent measurements) 1
  • Document average of ≥2 readings obtained on ≥2 occasions 1
  • Note position (seated, after 5 minutes of rest)
  • Record cuff size used 1

Other Vital Signs

  • Heart rate
  • Respiratory rate
  • Temperature
  • Weight, height, and BMI 2

Cardiovascular Examination

  • Heart sounds and rhythm
  • Presence of murmurs or gallops
  • Peripheral pulses
  • Evidence of heart failure (jugular venous distension, pulmonary edema) 1

Other Relevant Systems

  • Fundoscopic examination findings 1
  • Neurological examination if symptoms present
  • Abdominal examination (renal bruits, masses)

Assessment

Hypertension Classification

  • Stage 1: SBP 130-139 mmHg or DBP 80-89 mmHg
  • Stage 2: SBP ≥140 mmHg or DBP ≥90 mmHg 2
  • Hypertensive urgency/emergency if applicable 3

Cardiovascular Risk Assessment

  • 10-year ASCVD risk score calculation 1, 2
  • Target organ damage assessment:
    • Heart (LVH, heart failure, coronary disease)
    • Brain (stroke, TIA)
    • Chronic kidney disease
    • Peripheral arterial disease
    • Retinopathy 1

Laboratory and Diagnostic Results

  • Basic laboratory tests:
    • Urinalysis for blood and protein
    • Blood electrolytes and creatinine
    • Blood glucose
    • Serum total:HDL cholesterol ratio
    • 12-lead ECG 1
  • Additional tests if indicated:
    • Echocardiography
    • Renal ultrasound
    • Specific tests for secondary hypertension 1

Plan

Blood Pressure Target

  • Document individualized BP target (typically <130/80 mmHg for most adults) 2, 4
  • Note any modifications based on age, comorbidities, or frailty

Non-Pharmacological Interventions

  • DASH diet recommendations
  • Sodium restriction (<2 g/day)
  • Physical activity prescription (150 minutes/week of moderate-intensity activity)
  • Weight management goals
  • Alcohol limitation (≤2 drinks/day for men, ≤1 drink/day for women)
  • Smoking cessation if applicable 2, 4

Pharmacological Treatment

  • First-line medications:
    • Thiazide diuretics
    • ACE inhibitors
    • ARBs
    • Calcium channel blockers 2, 4
  • Document specific medication name, dose, frequency, and titration plan
  • Address medication adherence strategies:
    • Simplify regimen to once-daily dosing when possible
    • Incorporate treatment into patient's daily routine
    • Minimize cost of therapy 1

Patient Education

  • Explanation of hypertension as a chronic condition
  • Importance of medication adherence
  • Recognition of side effects
  • When to seek medical attention 2
  • Home BP monitoring instructions 1

Follow-up Plan

  • Timing of next appointment
  • Laboratory monitoring schedule
  • Home BP monitoring instructions
  • Criteria for contacting healthcare provider between visits 2

Common Pitfalls to Avoid in Hypertension Documentation

  • Failing to document proper BP measurement technique
  • Not averaging multiple BP readings
  • Omitting cardiovascular risk assessment
  • Incomplete medication reconciliation
  • Lack of specific follow-up instructions
  • Missing documentation of patient education
  • Inadequate assessment of medication adherence
  • Not addressing lifestyle modifications 1

By following this structured approach to patient notes for hypertension, clinicians can ensure comprehensive documentation that facilitates optimal management and communication among healthcare providers.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Hypertension Management

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

Hypertensive crisis.

Cardiology in review, 2010

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.

Have a follow-up question?

Our Medical A.I. is used by practicing medical doctors at top research institutions around the world. Ask any follow up question and get world-class guideline-backed answers instantly.