PCM Call Documentation Generator

Evidence-Based Quick Reference Guides

American Heart Association

2022 AHA/ACC/HFSA Guidelines

Heart Failure Resources:

Hypertension Resources:

Professional Resources:

CardioSmart (ACC)

Patient-Centered Education Platform

Heart Failure Education:

Patient Support Tools:

Professional Tools:

Heart Failure Society of America

Specialized Heart Failure Focus

Patient Education Hub:

HFSA Patient Hub
Patient & Caregiver Webinar Series
Heart Failure Risk Factors & Symptoms
Patient & Caregiver Tools

Clinical Guidelines:

Heart Failure Guidelines
2022 AHA/ACC/HFSA Joint Guidelines
HFSA Comprehensive Practice Guidelines
Journal of Cardiac Failure

Educational Programs:

Heart Failure Beat Podcast
Continuing Medical Education
Patient & Caregiver News
HF and Obesity Webinars

📋 Key Evidence-Based Teaching Points

Heart Failure "4 Pillars" (2022 Guidelines):

ACE-I/ARB/ARNI (Sacubitril/Valsartan preferred)
Beta-blockers (Carvedilol, Metoprolol, Bisoprolol)
MRA (Spironolactone, Eplerenone)
SGLT2-I (Dapagliflozin, Empagliflozin)

BP Targets (2017 ACC/AHA):

Goal: <130/80 mmHg for most patients
Stage 1 HTN: 130-139/80-89 mmHg
Stage 2 HTN: ≥140/90 mmHg
Hypertensive Crisis: >180/120 mmHg

Care Coordination

ISHI Provider Verification - Are you still seeing your referring cardiologist? *

Yes, still seeing referring cardiologist No, no longer seeing referring cardiologist

Follow-up visit scheduled with cardiologist *

Yes, scheduled No appointment scheduled Recently seen (within 30 days) Patient unsure

Appointment Details (optional - can be left blank)

Note: Appointment details can be left blank - the note will still show "Yes" for scheduled follow-up

Clinical Notes

Clinical Notes & Follow-up Plan

Quarterly Survey

Administered Patient declined Unable to administer Not due this quarter

Patient Portal

Guidance provided Password reset Access confirmed Patient declined access Not discussed

PCM Call Documentation Generator

Select Documentation Mode:

Evidence-Based Quick Reference Guides

American Heart Association

Heart Failure Resources:

Hypertension Resources:

Professional Resources:

CardioSmart (ACC)

Heart Failure Education:

Patient Support Tools:

Professional Tools:

Heart Failure Society of America

Patient Education Hub:

Clinical Guidelines:

Educational Programs:

📋 Key Evidence-Based Teaching Points

Heart Failure "4 Pillars" (2022 Guidelines):

BP Targets (2017 ACC/AHA):

⚡ Express Mode Active

Patient & Call Information

Data Review & Vital Signs

Vital Signs Monitoring

Symptom Assessment

Quick Actions:

Heart Failure Symptoms Present

Hypertension/Hypotension Symptoms Present

Recent Status & Medications

Recent Health Events

Medication Management

Education/Instructions Given

Heart Failure Education Topics

Hypertension Education Topics

Care Coordination

⚠️ Provider Relationship Alert

Clinical Notes

Actions & Follow-up

Generated PCM Note