Wound Care Initial Evaluation Note
Comprehensive initial wound care evaluation template supporting systematic assessment, baseline documentation, and treatment planning. Designed for first-visit encounters with structured wound-level documentation, wound-…
Document Type
clinical note / Initial Evaluation Note
Specialties
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Note Type: Wound Care – Initial Evaluation
Date/Time: [Date and time]
Location: [Clinic/facility]
Author/Credentials: [Name, credentials]
Visit Type: [new / consult]
Referral Source: [Referring clinician/service] (Include only if consult; omit if new patient)
Reason for Consult: [Reason] (Include only if consult; omit if new patient)
Photography Consent: [obtained / declined] (Include only if photography discussed or performed; omit otherwise)
Procedure Consent: [obtained / declined] (Include only if procedure planned or performed; omit otherwise)
Chief Complaint
[Patient-stated wound concern in one concise sentence]
History of Present Illness
[Onset and precipitating event] (State exact onset date or best estimate with source. Include mechanism/precipitant and initial location. If onset is unknown, explicitly document as unknown with explanation.)
[Course and current wound characteristics] (Describe trajectory [stable / improving / worsening], changes in size/drainage/odor/pain, aggravating and alleviating factors, prior treatments with responses.)
[Complication symptoms and patient goals] (Document infection indicators, ischemic symptoms such as claudication/rest pain, neuropathic symptoms, and patient-reported goals for care.)
Relevant Medical Background
- Diabetes: [Type, duration, latest A1c with date, glucose control summary] (Include only if applicable)
- Peripheral Arterial/Vascular Disease: [History of PAD/CLTI, revascularization, claudication/rest pain]
- Venous Disease: [Chronic venous insufficiency, DVT/PE history, prior venous procedures]
- Neuropathy: [Peripheral/autonomic neuropathy, symptoms]
- Renal Disease: [CKD stage/ESRD, dialysis modality/frequency]
- Immunosuppression: [Conditions/therapies impacting immunity]
- Nutrition Risk: [Unintentional weight loss, poor intake, albumin/prealbumin if available]
- Tobacco/Nicotine: [Current / former / never; type and quantity]
- Mobility/Offloading Limitations: [Gait aids, wheelchair use, bedbound status, ability to elevate/compress/offload]
- Prior Wounds/Amputations: [Ulcers, osteomyelitis, amputations, grafts/flaps, advanced therapies]
- Relevant Surgical History: [Vascular, orthopedic, podiatric, dermatologic surgeries]
- Wound-Relevant Medications: [Anticoagulants/antiplatelets, immunosuppressants, diabetes meds, current/recent antibiotics with dates, topicals] (If full list elsewhere, state "medications reviewed" and list only wound-relevant agents)
- Allergies/Sensitivities: [Adhesives, topical agents, antibiotics, latex; include reaction type]
Social and Functional Status
- Occupation/Activity: [Work demands; ability to offload/elevate/compress]
- Mobility/Footwear: [Ambulatory status, devices, footwear/inserts]
- Home Support: [Caregiver availability, assistance with dressing changes]
- Barriers to Care: [Transportation, supply affordability, health literacy]
Review of Systems
(Document pertinent positives and negatives only; omit systems without relevant findings)
- Constitutional: [Fever, chills, malaise]
- Vascular: [Claudication, rest pain, dependent rubor]
- Neurologic: [Numbness, tingling, burning, weakness]
- Skin: [New wounds, spreading erythema, increased drainage/odor]
- Endocrine: [Polyuria, polydipsia, hypoglycemia symptoms] (Include only if relevant)
Physical Examination
Vitals and General
- Vitals: [Vital signs including temperature]
- General: [Appearance, distress level, toxicity]
- Weight/BMI: [Weight, BMI] (Include if relevant to nutrition or edema assessment)
Vascular Examination
(Include for lower-extremity wounds or when perfusion/compression decisions are being made)
- Pulses: [Dorsalis pedis, posterior tibial, femoral; presence/quality; laterality]
- Capillary refill: [Time and location]
- Skin temperature/color: [Cool/warm; pallor/rubor; dependent changes]
- Edema: [Pitting / non-pitting; severity; distribution; laterality]
- Venous disease signs: [Varicosities, stasis dermatitis, lipodermatosclerosis, atrophie blanche]
Neurologic Examination
(Include for diabetic foot or suspected neuropathic ulcers)
- Protective sensation: [Method and results, e.g., 10g monofilament sites tested and score]
- Motor/gait: [Weakness, deformity impact, assistive devices]
- Autonomic findings: [Anhidrosis, skin fissuring] (If relevant)
Foot Examination
(Include for diabetic or neuropathic foot wounds)
- Deformities: [Hammertoes, hallux valgus/rigidus, midfoot collapse, Charcot changes]
- Callus/pressure points: [Location and severity]
- Nail and skin integrity: [Findings]
- Footwear assessment: [Current footwear adequacy, orthotics]
Wound Assessment
Wound Inventory: [List each wound: identifier (e.g., W1, W2), location with laterality, suspected etiology, baseline size] (Use stable identifiers that persist across visits)
Wound [ID]: [Location summary]
Location: [Laterality, anatomic region, landmarks]
Type/Etiology and Classification: [Wound type and appropriate staging/classification] (Use NPIAP staging for pressure injuries only; Wagner or clinic-standard for diabetic foot ulcers; CEAP for venous if used; WIfI for arterial/CLTI if used. Do not apply pressure injury staging to non-pressure wounds. If uncertain, state "classification deferred" with reason and testing needed.)
Measurements: [Length × width × depth in cm; undermining/tunneling with depth and clock-face location] (Note measurement conditions if relevant: after cleansing, limited by pain, obscured by eschar)
Wound Bed: [Tissue types with approximate proportions; exposed structures or foreign material if present]
Edges and Periwound: [Edge characteristics: rolled/epibole / undermined / attached; periwound: maceration, erythema, induration, dermatitis, callus, moisture damage]
Exudate: [Amount: none / light / moderate / heavy] [Type: serous / serosanguinous / purulent] [Odor: none / mild / strong]
Pain: [Score and quality; note if dressing-change pain differs from baseline]
Infection Assessment: [Local signs: warmth, erythema with extent in cm, swelling, purulence; systemic signs if present] (For diabetic foot infection, include IDSA severity classification and supporting findings)
Photo Documentation: [obtained / declined / not obtained] [Reason if not obtained; reference scale: used / not used]
Wound [ID]: [Location summary]
(Repeat the above wound format for each additional wound)
Diagnostics
- Laboratory data: [CBC, CMP, A1c, inflammatory markers with dates and relevant values]
- Imaging: [Plain films/MRI/CT/US with dates and key findings]
- Vascular studies: [ABI, TBI, toe pressures, duplex with dates and results]
- Critical data gaps: [What is missing, clinical significance, what is being ordered, interim precautions] (Explicitly document if perfusion assessment is needed before compression or aggressive debridement)
Assessment
(Problem-oriented format; order by clinical severity)
[Problem number]: [Diagnosis with etiology, location, chronicity]
- Classification/Stage: [Stage/grade with supporting criteria]
- Key barriers to healing: [Perfusion, pressure, edema, infection, glycemic control, nutrition, adherence]
- Differential diagnosis: [Alternatives if etiology uncertain] (Label suspected etiologies as "suspected [etiology], pending [confirmation test]")
(Repeat for additional problems as needed)
Plan
(Organize by wound or problem if multiple exist)
Goals
- Treatment intent: [healing / palliation / maintenance]
- Reassessment targets: [Time-oriented milestones]
Local Wound Care
- Cleansing: [Solution and technique]
- Debridement: [Type, prerequisites, frequency]
- Topicals: [Agents with indications]
- Dressings: [Primary and secondary products, change frequency, responsible party]
Etiology-Directed Therapy
- Offloading/pressure redistribution: [Device/footwear; adherence strategy]
- Compression therapy: [Rationale, prerequisites, type/level, monitoring plan]
- Vascular evaluation: [Testing/referral, urgency, revascularization considerations]
- Infection management: [Cultures obtained, antibiotics with duration, imaging for osteomyelitis if indicated]
- Glycemic optimization: [Coordination with PCP/endocrinology; targets]
- Nutrition: [Screening results; supplements; dietitian referral]
- Pain management: [Baseline and dressing-change strategies]
Patient Education
- Topics covered: [Content taught, recipient, teach-back used: yes / no]
- Warning signs: [Signs requiring urgent evaluation]
- Activity modifications: [Restrictions and self-care instructions]
Follow-up
- Next visit: [Timeframe]
- Reassessment plan: [What will be evaluated; escalation criteria]
Supplies/DME Orders
- Wound descriptors: [Wound type, location, current size (L × W × D), drainage amount]
- Order details: [Product category, change frequency, quantity, duration, responsible party]
- Missing information: [If required descriptors unavailable, document reason and interim plan]
Orders Placed
- Labs: [Orders]
- Imaging: [Orders]
- Vascular studies: [Orders]
- Referrals: [Vascular surgery, podiatry, infectious disease, endocrinology, nutrition, PT/OT, home health]
- DME/Supplies: [Orders]
- Medications: [Orders]
Procedure Performed Today
(Include this section only if a procedure was performed; omit entirely otherwise)
- Procedure: [Name] Indication: [Reason]
- Consent: [Obtained; risks/benefits/alternatives discussed]
- Pre-procedure wound: [Description and measurements]
- Anesthesia/analgesia: [Agent, dose, route]
- Technique: [Method, instruments, sterile prep]
- Tissue removed: [Type and depth/level achieved]
- Hemostasis: [Method]
- Complications/tolerance: [None / describe]
- Post-procedure measurements: [Updated L × W × D]
- Dressing applied: [Type and layers]
- Post-procedure instructions: [Care, activity, warning signs]
Care Coordination
(Include only if coordination occurred; omit section entirely if none)
- [Referring clinician updated]
- [Family/caregiver contacted]
- [Home health instructions transmitted]
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