Documenting Patient Progress in Therapy
When a patient is progressing well with their current therapy, the treatment plan should be continued with documentation that clearly specifies objective evidence of improvement or stabilization. 1
Key Components for Documenting Patient Progress
Assessment of Response to Treatment
- Document at least two of the following factors over consecutive visits (typically 3-6 months apart) to establish improvement or stabilization 1:
- Decrease in symptoms (e.g., reduced breathlessness, decreased cough frequency/severity)
- Reduction in physical findings (e.g., improved imaging findings)
- Measurable physiologic improvements (e.g., improved pulmonary function tests, lab values)
Specific Documentation Elements
- Symptom changes: Document specific improvements in patient-reported symptoms with quantifiable measures when possible 1
- Objective measurements: Include relevant test results showing stability or improvement (e.g., "PFTs show 12% improvement in FEV1 from baseline") 1
- Functional status: Note changes in activity tolerance, quality of life, or performance status 1
- Treatment adherence: Document patient compliance with the prescribed regimen 1
- Adverse effects: Note presence or absence of treatment-related side effects 1
Recommended Documentation Format
- Begin with a clear statement of overall progress (e.g., "Patient demonstrates favorable response to current therapy as evidenced by...") 1
- Provide specific, measurable evidence supporting continued improvement or stabilization 1
- Include time frame of improvement (e.g., "over the past 3 months") 1
- Conclude with clear continuation plan (e.g., "Will continue current treatment regimen at same dosage") 1
Treatment Continuation Guidelines
For Patients Showing Improvement
- Document specific improvements using objective criteria 1
- Continue therapy at current dosage 1
- Schedule appropriate follow-up intervals based on condition and treatment type 1
For Patients Showing Stabilization
- Document evidence of disease stabilization 1
- Continue therapy at current dosage 1
- Consider longer-term maintenance strategy if appropriate 1
Duration of Continued Therapy
- For many conditions, therapy should continue for at least 6 months before major reassessment 1
- After 12-18 months, individualize therapy based on documented response and tolerance 1
- Consider indefinite continuation only with objective evidence of continued benefit 1
Common Pitfalls to Avoid
- Failing to document objective measures of improvement 1, 2
- Using vague terminology without specific evidence (e.g., "doing better") 3, 4
- Omitting quantifiable changes in symptoms or function 2, 5
- Not addressing treatment adherence or side effects 1, 5
- Continuing therapy without documented benefit beyond 18 months 1
Clinical Example
"Patient is progressing well with current therapy as evidenced by: 1) Increased exercise tolerance (now able to climb one flight of stairs without stopping, compared to baseline of 3 steps); 2) Reduction in supplemental oxygen requirements from 3L to 1L at rest; 3) Improvement in PFT values with FEV1 increased by 15% from baseline. Patient reports good medication adherence with minimal side effects. Plan: Continue current treatment regimen at same dosage with follow-up in 3 months to reassess response." 1, 2