What should be included in a health status note?

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Last updated: October 9, 2025View editorial policy

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Components of a Health Status Note

A comprehensive health status note should include a detailed health evaluation with vital signs, physical examination findings, review of systems, medical history, and a management plan to ensure proper patient care and monitoring.

Essential Components

Patient Demographics and Identification

  • Patient's name, address, telephone number, and additional contact information 1
  • Age and weight 1
  • Name of patient's personal care provider or medical home 1

Vital Signs

  • Heart rate 1
  • Blood pressure 1
  • Respiratory rate 1
  • Room air oxygen saturation 1
  • Temperature 1
  • Document if vital signs cannot be obtained due to patient non-cooperation 1

Health History

  • Allergies and previous allergic or adverse drug reactions 1
  • Medication/drug history including dosage, time, route, and site of administration for:
    • Prescription medications 1
    • Over-the-counter medications 1
    • Herbal supplements 1
    • Illicit drugs 1
  • Relevant diseases and physical abnormalities 1
  • Pregnancy status for females of childbearing age 1
  • History of any seizure disorders 1
  • Summary of previous relevant hospitalizations 1
  • History of previous treatments and any complications or unexpected responses 1
  • Relevant family history, particularly related to medical conditions 1

Review of Systems

  • Focus on abnormalities of cardiac, pulmonary, renal, or hepatic function 1
  • Specific query regarding signs and symptoms of sleep-disordered breathing or obstructive sleep apnea 1
  • Documentation of symptoms related to the presenting condition 1

Physical Examination

  • Focused evaluation of body systems relevant to the patient's condition 1
  • Assessment of airway (if relevant) including tonsillar hypertrophy, abnormal anatomy, or other factors that might increase risk of airway obstruction 1
  • Physical status evaluation (ASA classification for procedural cases) 1

Assessment and Management Plan

  • Documentation of positive findings noted during evaluation 1
  • Formulated management plan 1
  • For hospitalized patients, a note documenting that the chart was reviewed 1

Patient-Reported Health Status

  • Documentation of symptom burden 1
  • Functional status (physical, mental/emotional, and social function) 1
  • Health-related quality of life (patient's perception of their health) 1

Medication Documentation

  • For prescribed medications, include a copy of the prescription or note describing content 1
  • Instructions given to the responsible person regarding medications 1

Special Considerations

For Procedural Documentation

  • Time-based record of administered drugs including name, route, site, time, dosage, and patient effect 1
  • Documentation of "time out" confirmation of patient name, procedure, and site 1
  • Monitoring data including level of consciousness, responsiveness, and vital signs 1

For Post-Procedure Documentation

  • Time and condition of the patient at discharge 1
  • Documentation that the patient's level of consciousness and oxygen saturation have returned to a safe state 1

Common Pitfalls to Avoid

  • Failing to document when vital signs cannot be obtained due to patient non-cooperation 1, 2
  • Omitting medication history that could interact with treatments 1
  • Inadequate documentation of allergies and previous adverse reactions 1
  • Not documenting baseline health status for comparison during treatment 1
  • Relying solely on traditional vital signs without considering additional assessments like pain, level of consciousness, and urine output in critically ill patients 2

Additional Assessments to Consider

  • Pain assessment as a "fifth vital sign" 2
  • Level of consciousness for patients with altered mental status 2
  • Urine output monitoring for critically ill patients 2
  • Pulse oximetry as a valuable addition to traditional vital signs 3

By including these components in a health status note, clinicians can ensure comprehensive documentation that supports effective patient care, facilitates communication among healthcare providers, and establishes a baseline for monitoring patient progress 1, 3.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Critical care: the eight vital signs of patient monitoring.

British journal of nursing (Mark Allen Publishing), 2012

Research

Vital signs.

JBI library of systematic reviews, 2004

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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