Module 0
Encounter Context
Module 1
History and Patient Goals
Follow-Up Documentation
Additional Factors
Reconciliation Layer
Prior Data Review
Imported prior data is held for review and comparison. It does not replace today's working encounter unless the provider explicitly accepts an item. For longitudinal metrics, accept the prior timeline first, add today's values, then export the updated continuity packet back to the EHR or patient-controlled file.
| Data element | Prior value | Current value | Source | Action |
|---|
Patient-Shared Data
Patient App Import Data
Module 2
Past Medical History and Risk Review
| Condition / system | Diagnosis duration | Records or labs | Obesity-treatment implication |
|---|
Review of Systems
Select a system to document it. Checked symptoms appear in the summary; if no positives are checked, pertinent negatives are retained.
| Reviewed | System / risk area | Positive symptoms / prompts | Additional details | Pertinent negatives | Obesity-treatment relevance |
|---|
Past Procedures
| Procedure / surgical history | Procedure date or duration | Records or labs | Obesity-treatment implication |
|---|
Social and Environment History
| Type (substance use, living environment, LMP for female patients) | Past or current and duration | Labs or screening | Obesity-treatment implication |
|---|
Module 3
Vital Signs, Anthropometrics and Weight Trajectory
Vital Signs
| Date | Heart rate | Systolic BP | Diastolic BP | Respiratory rate | Oxygen saturation |
|---|
Calculated Trend
BMI, waist-to-height, and waist-to-hip from dated measurements.
| Date | Weight, lb | Waist, in | Hip, in | BMI | Waist:height | Waist:hip |
|---|
Module 4
Physical Exam
| Reviewed | System | Normal | Abnormal / positive | Findings / details |
|---|
Module 5
Screening Tools, Laboratory and Diagnostic Reports
Screening Tools
Open common screening templates
| Screening tool | Date | Result / score | Obesity-treatment implication |
|---|
Laboratory and Diagnostic Reports
| Pertinent labs / diagnostic report | Date | Obesity-treatment implication |
|---|
Module 6
Assessment, Plan and Medications
Medication Review
| Date started | Date ended | Medication | Dosage | Frequency | Indication | Provider notes |
|---|
Assessment and Plan
| Assessment | Plan | Referral |
|---|
Module 6
Coverage Support and Prior Authorization
Prior Authorization Letter
Integration Layer
EHR Exchange Preview
SMART Sandbox Connection
Use for Epic on FHIR or other SMART-enabled FHIR sandboxes. This is inactive unless launched with SMART context or connected manually.
Today
Exported Into EHR
Next Visit
Previous Obesity Note Retrieved
Provider View of Previous Note
This is what Clinical Bridge should surface at the next obesity-management encounter after the EHR stores today's output.