Sample Templates

Nobody wants to purchase a package before seeing what they are going to get. Here is the list of all of the condition care plan templates and monthly management call review templates with samples.

List of Included Chronic Condition Templates:

  • Anemia
  • Arthritis
  • Asthma
  • Atrial Fibrillation
  • Breast Cancer
  • Cancer
  • Cardiovascular Disease
  • Cirrhosis
  • Chronic Kidney Disease
  • Cognitive Dysfunction
  • Congestive Heart Failure
  • COPD
  • Dementia
  • Depression
  • Dialysis
  • Diabetes Mellitus
  • Drug or Alcohol Dependence
  • Hypertension
  • Hyperlipidemia
  • Hyperparathyroidism
  • Hypothyroidism
  • Inflammatory Bowel Disease
  • Osteoporosis
  • Prostate Cancer
  • Mental Illness
  • Seizure Disorder
  • Stroke
  • Transplant Status

CCM Hypertension Care Plan

    Monthly CCM Call review of medications, symptoms, labs, imaging, and consults

    Every 3 month in-office visit unless BP <130/80, then semi-annually

    Annual  lipids, basic metabolic panel(or CMP or renal panel), (Live Enzymes if on statin)

    Every year annual wellness visit   

    Diet and exercise plan

    Monthly medication management

CCM Hypertension Monthly Management Plan

Compliant with medications: yes/no

Home BP readings:

Symptom Review:


  • Weakness
  • fatigue


  • chest pain, pressure, or discomfort
  • palpitations


  • shortness of breath
  • wheezing


  • Headache
  • dizziness


  • swelling

Confirm Annual  lipids, basic metabolic panel(or CMP or renal panel), (Liver enzymes if on statin)