What is the procedure for documenting hospital follow-up?

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: March 26, 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.

From the Guidelines

The procedure for documenting hospital follow-up should include clearly identifying the patient, documenting vital signs at discharge, listing all medications prescribed, detailing procedures and their outcomes, providing specific follow-up instructions, and including warning signs that require immediate medical attention, as outlined in the most recent guidelines 1. When creating a hospital follow-up document, it is essential to start by clearly identifying the patient with their full name, date of birth, medical record number, and admission dates.

Key Components

  • Include the primary diagnosis and any secondary conditions that were treated during hospitalization.
  • Document vital signs at discharge, including blood pressure, heart rate, temperature, and oxygen saturation.
  • List all medications prescribed at discharge with specific names, dosages, frequencies, and durations.
  • Detail any procedures performed during hospitalization and their outcomes.

Follow-up Instructions

  • Provide specific follow-up instructions including appointment dates, times, and which specialists the patient needs to see.
  • Include warning signs that require immediate medical attention, such as fever above 101°F, increased pain, or shortness of breath.
  • Document any activity restrictions, dietary modifications, or wound care instructions.

Coordination of Care

  • Ensure clear communication with other providers and coordination of follow-up care, as emphasized in 1.
  • Conclude with contact information for questions and emergency situations, facilitating continuity of care and preventing medication errors, as supported by 1 and 1.

From the Research

Documenting Hospital Follow-up

The procedure for documenting hospital follow-up involves several key steps and considerations, as highlighted in various studies 2, 3, 4, 5, 6.

  • Importance of Follow-up: Follow-up is a vital part of ongoing patient safety, allowing for subsequent investigations to be checked and acted upon, and ensuring that patients with chronic conditions receive appropriate secondary care input 2.
  • Components of Discharge Summaries: Discharge summaries should include key information such as medication lists, diagnosis lists, and treatment provided, as these are considered "very important" by primary care providers 3.
  • Adequacy of Discharge Summaries: Studies have shown that discharge summaries are often inadequate in documenting tests with pending results and outpatient follow-up providers, highlighting the need for improvement in this area 4.
  • Hospital-Course Summarization: The task of hospital-course summarization involves generating a paragraph that tells the story of a patient's admission, given the documentation authored throughout their hospitalization 5.
  • Optimizing Discharge Summaries: Primary care clinicians prioritize content such as hospital course, discharge diagnoses, medication reconciliation, and follow-up sections in discharge summaries, and suggest that high-yield content should be presented briefly and succinctly at the beginning of the summary 6.

Challenges and Opportunities

  • Barriers to High-Quality Transition of Care: Limited time for primary care clinicians to review discharge summaries and lack of adequate communication between hospitalists and outpatient clinicians are identified as barriers to high-quality transition of care 6.
  • Need for Online Systems: There is a need for online systems for requesting follow-up appointments, particularly in hospitals with 24-hour environments and patients being discharged out of normal working hours 2.
  • Electronic Medical Record Utilization: Electronic medical record utilization and specific training for clinicians preparing summaries may help optimize the critical information transfer tool of discharge summaries 3.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Improving patient follow-up after inpatient stay.

BMJ quality improvement reports, 2012

Research

What's in a Summary? Laying the Groundwork for Advances in Hospital-Course Summarization.

Proceedings of the conference. Association for Computational Linguistics. North American Chapter. Meeting, 2021

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.