Case Manager Not Generator

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OPEN HEALTH — Case Note Generator

HIV VL & CD4 focused • Internal teams • Louisiana resources • SOAP/Narrative + client email.

Visit Basics

Date

Time

Duration (mins)

Client Name

Client ID / MRN

DOB (optional)

Case Manager

Client City/ZIP (opt.)

Modality

Reason for Contact

Primary Concerns (brief)

Medication Adherence

Adherence (self-report)

Missed doses (last 7 days)

Pill refills

Barriers (select all that apply)

cost forgetfulness side effects transportation refill access housing instability mental health substance use

Side effects / notes (brief)

Appointments

Last appointment attended?

If missed, reason

Next appt date

Next appt time

Provider type

Transportation arranged?

Labs

Ordered / reviewed today

HIV VL CD4

Key lab notes (brief)

Referrals

Type

Louisiana Quick Resources

Checked items will appear below and in the email.

Additional Resources

Name

URL

Phone (opt.)

Description (opt., brief)

Add as many as needed.

Benefits (this visit)

Medicaid Medicare SNAP (Food Stamps) Unemployment SSI/SSDI Housing voucher Utility assistance

Plan & Education

Interventions today (select)

medication education adherence counseling benefits navigation care coordination referral placement transportation coordination crisis/safety planning warm handoff to internal team

Client education provided (brief)

Next check-in date

Preferred contact

ROI/Consent on file?

Confidential/clinician notes (optional, excluded from summary if needed)

Include confidential notes in generated summary

Output Settings

Format

Word limit

Tone

0 words

Email Preview (client-facing)

Privacy & Use

Runs in your browser only. Follow agency policies (HIPAA/42 CFR Part 2). Review for accuracy before saving to the EHR or sending email.

Tip: Free-text brief; checkboxes keep you under the word limit. Template created by Don Green, RSW

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