Systemic Lupus Erythematosus Follow-Up Note

A concise SLE follow-up template for rheumatology outpatient visits, covering interval disease activity, medication safety monitoring (including HCQ ophthalmology screening and teratogen precautions), and renal surveilla…

Document Type

clinical note / Progress Note

Specialties

Rheumatology
Created by Augustun

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Date of Service: [Date]

Patient: [Patient full name]

DOB: [MM/DD/YYYY]

Provider: [Provider name, credentials]

Reason for Visit

[Visit purpose] (Single sentence. May include a brief patient quote if clinically meaningful.)

Subjective

[Interval history since last visit] (State time since last encounter; SLE status [stable / flare / improving]; interval events such as hospitalizations, ER visits, infections, or specialist visits; key patient-reported symptoms and functional impact. Write as a cohesive narrative.)

Medications: [Current SLE-directed therapies with doses and adherence] (Note changes, missed doses, side effects, or barriers. For glucocorticoids, include current dose and duration. For hydroxychloroquine, include dose and approximate mg/kg/day.)

Safety Screening: [Therapy-specific safety items] (Include as applicable: vision symptoms and date of last ophthalmology screening for hydroxychloroquine; pregnancy status and contraception for teratogenic agents; infection symptoms or recent illness for immunosuppressed patients; vaccine status if gaps exist. If a required safety element cannot be obtained, document the limitation and mitigation plan.)

Symptoms by System: [Pertinent positives and negatives by organ system] (Include only systems relevant to patient's SLE phenotype or current concerns—mucocutaneous, musculoskeletal, cardiopulmonary, renal, neuropsychiatric. Omit systems not applicable.)

Objective

Vitals: [BP, weight, and other relevant vitals as obtained]

Exam: [Pertinent findings by system] (Document only what was examined—general appearance, skin/mucosa, joint exam with tender/swollen counts if performed, cardiopulmonary, edema, focused neurologic screen as relevant to patient's disease.)

Data Reviewed: [Labs, imaging, and outside records with dates and interpretation] (Highlight trends and clinically significant abnormalities. Include renal parameters and serologies—C3/C4, anti-dsDNA—when relevant to monitoring.)

Assessment

[Problem-oriented assessment] (Order by severity and risk of irreversible damage. For each active or monitored SLE manifestation, state status [active / improving / stable / remission], supporting evidence, and severity. Note diagnostic uncertainty if present, such as flare vs infection. Include relevant comorbidities—cardiovascular risk, bone health on steroids, infection risk on immunosuppression.)

Plan

[Problem-oriented plan] (For each problem addressed, include: medication changes with doses and taper plans; monitoring plan with specific labs, intervals, and result communication; referrals as needed such as nephrology, ophthalmology, or high-risk OB; counseling documented including teratogen risk, infection precautions, sun protection, or vaccine timing.)

Follow-up: [Return interval] (Include explicit return precautions for organ-threatening symptoms—chest pain, neurologic deficits, gross hematuria, high fever on immunosuppression, rapidly worsening edema.)

(Do not infer patient symptoms, exam findings, or adherence not directly obtained. Omit sections that do not apply to the individual patient.)

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