All Patients

Full panel for Wendy Cutting, RN · 248 patients across 6 protocols · last sync with Charm Health EHR: 2m ago

Total Panel

248

+6 this week

● Active

218

88% of panel

● Leave of Absence

Return expected within 60 days

● Inactive

Disenrolled · archive view

High Risk

Needs escalation

Patient panel

Showing 12 of 248

Patient Protocols Last contact Risk

Sarah O'Donnell

PA-10312 · 68 F · Medicare

HTN, T2DM

Today 10:14 AM

Medium

Marcus Reyes

PA-10247 · 71 M · Medicare

HTN, CHF, CKD

Yesterday 2:30 PM

High

Priya Joshi

PA-10389 · 64 F · Medicare Adv

T2DM, BH

Apr 20 · 4:15 PM

Medium

Eleanor Kim

PA-10422 · 73 F · Medicare

HTN, COPD

Apr 8 · LOA · hospitalized

High

Leo Nguyen

PA-10501 · 59 M · BCBS MN

HTN

Apr 19 · 9:00 AM

Low

Dolores Carter

PA-10618 · 82 F · Medicare

HTN, Fall Risk

Apr 21 · 11:45 AM

Medium

Arthur Webb

PA-10711 · 78 M · Medicare

CHF, CKD

Mar 30 · LOA · travel

Medium

Ruby Bennett

PA-10823 · 67 F · Medicare

T2DM, HTN

Apr 18 · 3:30 PM

Low

Theo Martinez

PA-10891 · 54 M · Aetna

BH, HTN

Apr 22 · 8:15 AM

High

Callum Pierce

PA-10944 · 45 M · Commercial

—

Mar 12 · disenrolled

Low

Helena Brandt

PA-11002 · 69 F · Medicare

HTN

Feb 28 · moved out-of-state

Low

Jerome Patel

PA-11058 · 61 M · Medicare

T2DM, CKD

Apr 17 · 10:45 AM

Medium

Sarah O'Donnell

PA-10312 68 F · DOB 03/14/1957 Medicare Part B · BCBS Medigap G PCP: Dr. R. Shah

Enrolled

6 mo

Since Oct 22, 2025

Risk Score

62 / Yellow

Medium · trending flat

Last BP

142 / 88

Today 10:14 AM

Adherence

82%

Last 30 days

Patient Location & Nearby Resources

Minneapolis, MN · Click any pin to view details, directions, or hours

Live map

Legend

Patient home

Pharmacy

Hospital / ER

Urgent care

Grocery

PCP clinic

Transit stop

2847 Maple Street, Apt 4B · Minneapolis, MN 55407

Directions

Closest resources

CVS Pharmacy

3312 E Lake St · Open 24 hrs

0.4 mi

M Health Urgent Care

2800 Chicago Ave · Until 10 PM

0.9 mi

Abbott Northwestern ER

800 E 28th St · 24/7 · Level 1

1.7 mi

Dr. Shah (PCP)

Nokomis Family Med · M-F 8-5

2.3 mi

Cub Foods

2850 S 26th Ave · Open 6-11

0.7 mi

Metro Bus Route 14

Maple & 29th · every 15 min

450 ft

Telehealth — Zoom

HIPAA-compliant · recording to Charm Health EHR encounter

● Live · 4:32

REC 04:32

Sarah O'Donnell · speaking

Call ID: 827-4419-0362 · Zoom for Healthcare

Copy invite link

Call Checklist · Hypertension Check-in

Protocol v3.2.1 · complete during call · syncs to Charm encounter note

4 / 12

Opening (2 min)

Verify patient identity · 2 patient identifiers

Confirmed: Sarah O'Donnell · DOB 03/14/1957

0:24

Confirm consent for recording & telehealth visit

Verbal consent captured at 0:48

0:48

Ask "How are you feeling today?" · note general affect

Pt: "Tired but OK" — affect mildly flat

1:10

Clinical Review (8 min)

Review home BP readings past 7 days

Avg 138/86 · 3 readings > 140/90 · trend flat

2:15

Ask about symptoms: headache, dizziness, chest pain, SOB

Current section — in progress

now

Medication adherence · ask about missed doses

Lisinopril 20mg · Metformin 1000mg BID · Atorvastatin 40mg

—

Side effects review · dry cough, dizziness, edema

Lisinopril cough check especially

—

PHQ-2 quick mood screen (bereavement follow-up)

Previous PHQ-9 = 7 · watch for worsening

—

Education & Lifestyle (3 min)

DASH diet check-in · sodium, produce, weekly habits

—

Physical activity · 30 min walk goal review

—

Close (2 min)

Patient questions · teach-back on any changes

—

Schedule next visit · confirm follow-up date

Default 7-day follow-up · Apr 29 10:00 AM

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