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Exam (elaborations)

Scribe America Outpatient Course 5 – SOAP Notes, Diagnostic Tools, Lab Results, Assessment & Plan | 2025

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This official Course 5 guide from the Scribe America Outpatient Training Program offers a complete breakdown of over 50 key terms, concepts, and applied clinical tools related to outpatient documentation, lab interpretation, and patient assessments. Tailored for 2025 trainees, this document focuses heavily on mastering the Assessment and Plan (A&P) section of a SOAP note and integrating diagnostic findings into clear, actionable medical documentation. Key concepts and sections include: SOAP Note Structure Recap: Subjective, Objective, Assessment, Plan – with focus on problem-based documentation Assessment Overview: Documentation of diagnosis/differential diagnosis ICD-10 coding basics: billable codes, specificity (severity, location, timing) Avoiding vague terminology (e.g., “pain” vs. “inflammation”) Plan Section Essentials: Documentation of treatment plans, including Rx, labs, imaging, and lifestyle recommendations Importance of bullet formatting for each problem addressed Role of follow-up instructions, referrals, and patient education Common Lab Panels & Diagnostics: CBC (anemia, infection), BMP (electrolytes, renal function), LFTs, lipid panels, A1C TSH/thyroid panel, CRP, ESR (inflammation markers) Imaging follow-up: X-rays, MRIs, CTs, mammograms Billing & Coding Optimization: Linking diagnoses with procedures/labs for maximal reimbursement Specificity in terms like “well-controlled,” “chronic,” “acute,” “improving,” “resolved” Clinical Examples Included: Hypertension, hyperlipidemia, diabetes, depression, musculoskeletal complaints, routine follow-ups Documentation dos and don’ts for each This file is ideal for: Medical scribes in outpatient/internal medicine rotations Pre-med students or new scribes preparing for clinical workflow Health information management (HIM) or coding trainees Learners studying SOAP structure, ICD-10 usage, and outpatient documentation best practices Keywords: Scribe America, outpatient course, SOAP note, assessment and plan, ICD-10, lab results, CBC, BMP, A1C, LFT, diagnosis documentation, patient plan, coding, outpatient scribe training, follow-up, clinical documentation, medical scribe, plan section, problem-based documentation

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Institution
Scribe America outpatient
Course
Scribe America outpatient

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Uploaded on
December 29, 2025
Number of pages
169
Written in
2025/2026
Type
Exam (elaborations)
Contains
Questions & answers

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Scribe America Outpatient Course 5,
ScribeAmerica Outpatient Course 4,
ScribeAmerica OP Course 3,
ScribeAmerica OP Course 2,
ScribeAmerica OP Course 1


diagnosis - 🧠ANSWER ✔✔What the physician has determined to be the

most likely cause of

the patient's symptoms


assessment - 🧠ANSWER ✔✔A list of the patient's current diagnoses


plan - 🧠ANSWER ✔✔The currently laid out course of action to address the

patient's

condition.

,prognosis - 🧠ANSWER ✔✔A forecast of the likely course of a disease or

ailment


follow up - 🧠ANSWER ✔✔On-going contact with healthcare providers in

order to address a

health concern


assessment - 🧠ANSWER ✔✔diagnosis + summary of visit




Before seeing a patient, the doctor typically reviews the

assessment from the previous visit.


assessment - 🧠ANSWER ✔✔The assessment will vary significantly based

on specialty, clinic, and provider preference.




The assessment always includes: Diagnosis- and/or differentials




And may also include: Brief summary of the HP-Typically chief complaint

and onset only

,Brief summary of physical exam-Pertinent findings only




Summary of lab/imaging results-If new since the last visit




Prognosis: Or justification for further testing or

medication


Assessment - 🧠ANSWER ✔✔Example of a simple assessment: "Pt is a 26

y/o male with cough."




Example of comprehensive assessment:




"Pt is a 57 y/o female with primary pulmonary hypertension, first diagnosed

two years

ago. Based on the physical exams from past two visits, she does appear to

be

3
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, somewhat worsening. Echocardiogram and symptoms are suggestive of

idiopathic

pulmonary hypertension and she appears to be functional class III. The

recent VQ scan and CT angiogram did not demonstrate any evidence of

thromboembolic

pulmonary hypertension. She will require right and left heart catheterization

for

evaluation of pulmonary artery pressures, cardiac output, and left

ventricular end-diastolic pressure."


assessment structure - 🧠ANSWER ✔✔simple statement




brief summary




comprehensive summary




the assessment is typically written in complete sentences


ASSESSMENT STRUCTURE - 🧠ANSWER ✔✔Simple Statement

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