After-Visit Action Note β Cardiology follow-up
Harold “Hal” McKenzie β’ Tampa, FL β’ Visit May 22, 2026 β’ Note finalized by Care Continuity Partner same evening
Visit summary
Care Continuity Partner attended by phone
Supported Person Harold “Hal” McKenzie β’ 83 β’ Tampa, FL
Visit type Cardiology follow-up (CHF management)
Provider Dr. Aaron Patel, MD β Tampa General Medical Group β Cardiology
Date / time Thursday, May 22, 2026 β’ 9:45a ET
Format In-person at TGMG Davis Islands. Care Continuity Partner attended by phone per family authorization on file.
Reason for visit 8-week CHF follow-up; weight up ~3β4 lb from baseline over the past 10 days; mild ankle edema noted by Hal.
In the room with Hal Aide from BayCare HomeCare (transport assist); MA at intake; Dr. Patel and his RN.
Care Continuity Partner Maya Reyes, Averyn Care Continuity Partner
This note summarizes what the provider said, what changes Hal and the family need to know about, and what Averyn is following up on this week. It is a non-clinical summary β not medical advice and not a substitute for the provider's portal note when it arrives.
Medication changes
Action required
Furosemide (Lasix)
40 mg PO each morning
β 60 mg PO each morning
Start tomorrow (Fri 05/23). Do not take any remaining 40 mg tablets β discard. New 60 mg supply coordinated with CVS (see Care Continuity Partner follow-up #7).
All other medications
Unchanged.
Continue Insulin glargine 18u SQ nightly, Metformin ER 500 mg BID, Empagliflozin 10 mg daily, Carvedilol 12.5 mg BID, Lisinopril 10 mg daily, Atorvastatin 40 mg nightly, Aspirin 81 mg daily.
Why the change: Dr. Patel attributes the recent weight gain primarily to dietary sodium (frozen meals, canned soup, deli meats). Furosemide is being increased modestly while diet is brought back into range, with a 2-week BMP to monitor potassium and kidney function given Hal's CKD baseline.
At-home action items (Hal & family)
This week
- Start Furosemide 60 mg tomorrow morning. Discard remaining 40 mg tablets to avoid mix-up.
- Daily weigh-in β same time each morning, same scale, before eating, after bathroom. Write it down (a paper log on the fridge is fine).
- Call cardiology immediately if weight increases 2+ lb in 24 hours or 5+ lb in one week: (813) 555-0311. Don't wait for the portal.
- Sodium target: under 2,000 mg per day. Check labels.
- No more frozen pizzas. No frozen meals over 500 mg sodium per serving. (Hal: this means no more Tombstone or Stouffer's.)
- No canned soups. Most are 800β1,000 mg sodium per serving. Swap for low-sodium versions or fresh.
- No deli meats, cold cuts, or processed lunch meats. Use leftover roasted chicken or turkey from home cooking instead.
- Season with herbs instead of salt β basil, thyme, lemon juice, garlic. No salt substitutes (potassium chloride) β those aren't safe for Hal with CKD.
- Fluid limit: about 6 cups (48 oz) per day total β includes coffee, juice, water, soup broth, ice. Spread through the day.
- Prop legs on the footstool when sitting in the recliner β helps the ankle swelling.
Averyn Care Continuity Partner follow-up items (what Maya is handling)
In motion
- Notify Endocrinology (Dr. Singh, AdventHealth) of the furosemide dose change. Higher diuretic doses can shift glucose patterns and kidney function in CKD; flagging so endo can adjust if needed at the next visit.
- Notify PCP (Dr. Alvarez, BayCare Internal Medicine) of the medication change and update their chart record.
- Brief BayCare HomeCare aide on the new dietary restrictions. Sending the written grocery list (below) so the aide knows what to remove from the apartment and what to suggest at the store.
- Call the family caregiver (Dana) tomorrow to walk through the new grocery rules β specifically: no Tombstone, no Stouffer's, no Progresso, no Hillshire Farm deli. Help confirm what to substitute on the next CVS / Publix run.
- Coordinate BMP (basic metabolic panel) in 2 weeks to monitor potassium with the increased furosemide. Confirming whether cardiology will draw at the next visit or if PCP will place a standing order. Will arrange transportation as needed.
- Schedule echocardiogram β Dr. Patel ordered today. Will coordinate with TGH imaging, confirm Humana Medicare Advantage coverage and prior-auth status, and target a slot within 4 weeks.
- Contact CVS pharmacy (South Tampa) to confirm 60 mg furosemide availability, verify Humana cost, and arrange next-day delivery.
- Update the Care Ledger β new dose, new daily-weight protocol, new dietary restrictions, the “no Tombstone / no Progresso” line for the aide and caregiver, and the 2-week BMP follow-up.
- Include in this week's family update to Dana on Friday afternoon β short version, action items only.
- For the next endo visit: queue a note to discuss potassium-rich dietary choices (banana, sweet potato, spinach) given diuretic increase β but no potassium supplements with CKD stage 3.
Pending / open loops
Tracked weekly
Awaiting scheduling
- Echocardiogram β order placed; Care Continuity Partner scheduling within 4 weeks.
- BMP labs β coordinating in 2 weeks.
- Next cardiology visit β 6β8 weeks; Care Continuity Partner will confirm slot once echo is scheduled.
Awaiting Care Continuity Partner action
- Caregiver dietary briefing β call to Dana scheduled for tomorrow AM.
- HomeCare aide briefing β written grocery list goes out today; verbal confirmation Monday.
- Endocrinology notification β fax + portal message today; confirmation tracked.
Next family update: Fri 05/23, 4p ET
Care Continuity Partner check-back: Tue 05/27 (weight log + diet)
Averyn Ready packet: refreshed 05/22
What this note is β and how to reach us
Non-clinical
This is a Care Continuity Partner-prepared summary of what happened at Hal's appointment, what the family needs to do, and what Averyn is following up on. It is administrative β not medical advice and not a substitute for Dr. Patel's official visit note when it appears in the patient portal.
Care Continuity Partner Maya Reyes β’ Averyn Care
Hours MonβFri, 8aβ6p ET β’ After-hours voicemail returned next business day
Emergencies Call 911. For urgent cardiac symptoms, call Cardiology directly:
(813) 555-0311.