What is an example of a SOAP note for managing a patient with hypertension, considering their past medical history and current treatment?

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Hypertension SOAP Note Example

Subjective

Chief Complaint: Follow-up for hypertension management 1

History of Present Illness:

  • Patient reports adherence to current antihypertensive regimen (e.g., amlodipine 5 mg daily, lisinopril 10 mg daily) 2, 3
  • Denies chest pain, shortness of breath, palpitations, or headaches 1
  • Reports occasional dizziness when standing quickly (assess for orthostatic hypotension) 1
  • Home blood pressure readings averaging 145/92 mmHg over past 2 weeks 1
  • Dietary sodium intake approximately 3-4 g/day; limited physical activity 1
  • Alcohol consumption: 2-3 drinks per week 1

Past Medical History:

  • Hypertension diagnosed 3 years ago 4
  • Type 2 diabetes mellitus (increases cardiovascular risk) 1
  • No history of stroke, myocardial infarction, or heart failure 1

Medications:

  • Amlodipine 5 mg daily 3
  • Lisinopril 10 mg daily 2
  • Metformin 1000 mg twice daily 1

Social History:

  • Non-smoker 1
  • Sedentary lifestyle, exercises <30 minutes per week 1
  • High sodium diet with frequent processed foods 1

Family History:

  • Father with myocardial infarction at age 58 1
  • Mother with stroke at age 65 1

Objective

Vital Signs:

  • Blood pressure (properly measured): 148/94 mmHg (seated, after 5 minutes rest, appropriate cuff size, arm supported at heart level, average of 2 readings) 1
  • Heart rate: 78 bpm 1
  • BMI: 32 kg/m² (obesity increases cardiovascular risk) 1
  • Waist circumference: 102 cm (>94 cm in men indicates increased risk) 1

Physical Examination:

  • General: Alert, no acute distress 1
  • Cardiovascular: Regular rate and rhythm, no murmurs, rubs, or gallops; no jugular venous distention 1
  • Pulmonary: Clear to auscultation bilaterally, no rales 1
  • Extremities: No peripheral edema, pulses 2+ bilaterally and symmetric (assess for coarctation and peripheral vascular disease) 1
  • Neurological: No focal deficits 1

Laboratory/Diagnostic Results:

  • Serum creatinine: 1.1 mg/dL, eGFR: 72 mL/min/1.73m² (mild CKD) 1
  • Urine albumin-to-creatinine ratio (ACR): 45 mg/g (microalbuminuria indicates target organ damage) 1
  • Serum potassium: 4.2 mmol/L 1
  • Fasting glucose: 142 mg/dL 1
  • Lipid panel: Total cholesterol 220 mg/dL, LDL 145 mg/dL, HDL 38 mg/dL 1
  • 12-lead ECG: Normal sinus rhythm, no left ventricular hypertrophy 1
  • SCORE2 cardiovascular risk: 12% (10-year risk of fatal and non-fatal CVD) 1

Assessment

Primary Diagnosis: Uncontrolled Stage 2 hypertension (BP ≥140/90 mmHg) with high cardiovascular risk 1

Contributing Factors:

  • Type 2 diabetes mellitus (qualifies as high-risk, target BP <130/80 mmHg) 1
  • Obesity (BMI 32 kg/m²) 1
  • Microalbuminuria indicating target organ damage 1
  • Suboptimal medication dosing 4
  • Poor lifestyle adherence (high sodium intake, sedentary lifestyle) 1
  • 10-year cardiovascular disease risk ≥10% (considered increased risk) 1

Cardiovascular Risk Assessment:

  • High-risk patient due to diabetes and target organ damage (microalbuminuria) 1
  • Requires aggressive BP target of <130/80 mmHg 1

Plan

1. Pharmacologic Management

Immediate medication adjustment (patient requires intensification to reach target <130/80 mmHg): 1

  • Increase lisinopril from 10 mg to 20 mg daily (ACE inhibitor indicated for diabetic nephropathy) 2, 4
  • Increase amlodipine from 5 mg to 10 mg daily (calcium channel blocker for additional BP reduction) 3, 4
  • Add chlorthalidone 12.5 mg daily (thiazide-like diuretic preferred over hydrochlorothiazide for superior cardiovascular outcomes; three-drug regimen needed as BP >20/10 mmHg above goal) 1, 4

Rationale for triple therapy: Current BP 148/94 mmHg is 18/14 mmHg above target of <130/80 mmHg for diabetic patient; most patients require 2-3 medications to achieve control 1, 4

2. Lifestyle Modifications (partially additive to pharmacologic therapy)

Dietary interventions: 1

  • Sodium restriction to <2 g/day (approximately 5 g salt/day) 1
  • Adopt Mediterranean or DASH diet pattern 1
  • Restrict free sugar consumption to <10% of energy intake; eliminate sugar-sweetened beverages 1
  • Increase potassium intake through fruits and vegetables 4

Physical activity: 1

  • Moderate-intensity aerobic exercise ≥150 minutes/week (30 minutes, 5-7 days/week) 1
  • Add low- to moderate-intensity resistance training 2-3 times/week 1

Weight management: 1

  • Target BMI 20-25 kg/m² and waist circumference <94 cm 1
  • Initial goal: 5-10% weight reduction 4

Alcohol moderation: 1

  • Limit to <100 g/week of pure alcohol (approximately 7-12 standard drinks depending on portion size) 1

3. Monitoring and Follow-up

Blood pressure monitoring: 1

  • Home blood pressure monitoring twice daily (morning and evening) for 1 week, then 2-3 times weekly 1
  • Consider ambulatory blood pressure monitoring (ABPM) if white coat effect suspected 1
  • Ensure proper technique: seated, back supported, 5 minutes rest, appropriate cuff size, arm at heart level 1

Laboratory monitoring: 1

  • Recheck serum creatinine, eGFR, and urine ACR in 3-4 weeks after medication adjustment 1
  • Monitor serum potassium in 2-3 weeks (risk of hyperkalemia with ACE inhibitor and potential addition of aldosterone antagonist) 1
  • Annual monitoring of renal function and albuminuria given CKD 1

Follow-up visit: 5

  • Schedule follow-up in 2-4 weeks to assess response to medication adjustment 5
  • If BP remains >130/80 mmHg after 4 weeks on triple therapy, consider adding spironolactone 25 mg daily (if potassium <4.5 mmol/L and eGFR >45 mL/min/1.73m²) 1

4. Cardiovascular Risk Reduction

Additional interventions for high-risk patient: 1

  • Initiate statin therapy (LDL 145 mg/dL with diabetes and 10-year CVD risk >10%) 1
  • Consider low-dose aspirin 75-81 mg daily for primary prevention (age >50, diabetes, BP controlled <150/90 mmHg) 1
  • Optimize diabetes management (current fasting glucose 142 mg/dL) 1

5. Patient Education

Key counseling points: 4

  • Explain target BP <130/80 mmHg due to diabetes 1
  • Emphasize medication adherence and proper home BP monitoring technique 1
  • Discuss warning signs requiring immediate attention: severe headache, chest pain, shortness of breath, neurological symptoms 5, 6
  • Reinforce importance of lifestyle modifications as adjunct to medications 1
  • Address orthostatic symptoms: rise slowly from sitting/lying, adequate hydration 1

6. Screening for Secondary Hypertension

Not indicated at this time (patient does not meet criteria: age >30, no resistant hypertension, no sudden deterioration) 1

Reassess if: 1

  • BP remains >140/90 mmHg on optimal doses of 3+ medications including diuretic (resistant hypertension) 1
  • Sudden deterioration in BP control 1
  • Serum potassium <3.5 mmol/L (screen for primary aldosteronism) 1

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Management of Hypertensive Patients with Transient Symptoms

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.

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