Averyn Ready
Harold “Hal” McKenzie • Tampa, FL • Packet refreshed Feb 2, 2026 • Built from Record Vault & Care Ledger
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Need to know first
EMS / ED / new providerTop items anyone receiving Hal in an urgent setting should see before anything else.
- CHF (heart failure) — sensitive to fluid build-up. Hal weighs himself daily. Cardiology wants a call on a 2+ lb gain in 24 hours or a 5+ lb gain in a week. (Noted at cardiology visit, Jan 15, 2026.)
- Fall risk — high. Uses a rollator. Last fall: November 2025, no fracture. (Noted at PCP visit, Jan 28, 2026.)
- Allergy: Penicillin — rash. No anaphylaxis history. (Allergy listed in BayCare patient portal.)
- Kidneys — Stage 3 CKD (chronic kidney disease). Avoid medications hard on the kidneys; some doses need to be adjusted for kidney function.
- Insulin-treated diabetes. Lantus 18 units every night, plus oral medications. Can go too low if a meal is skipped or late. (Noted at endocrinology visit, Jan 22, 2026.)
- No pacemaker, defibrillator (ICD), or other implanted device. (Per family; matches PCP record.)
- Lives alone in Tampa; family is remote. Discharge planning should not assume someone is at home with him. Emergency contact: Dana McKenzie (404) 555-0188.
Baseline snapshot
From the Record VaultQuick facts
Supported Person Harold “Hal” McKenzie • Male • 83
DOB Oct 2, 1942
Home 1408 W. Swann Ave, Apt 7B, Tampa, FL 33606
Living Lives alone • Family supports remotely
Mobility Rollator • high fall risk
Allergies Penicillin (rash)
Insurance Humana Medicare Advantage
Pharmacy CVS Pharmacy • 2102 S Dale Mabry Hwy, Tampa, FL 33629 • (813) 555-0314
Preferred hospital Tampa General Hospital (TGH)
Emergency contact Dana McKenzie • (404) 555-0188
Conditions & risks (problem list)
- Type 2 diabetes (insulin-treated); peripheral neuropathy
- Congestive heart failure (CHF)
- Hypertension; hyperlipidemia
- Chronic kidney disease (CKD) stage 3 (baseline)
- Osteoarthritis (knees/hips) • limited endurance
- History of falls (last fall: Nov 2025, no fracture)
Recent care (high-signal)
| Event | Date | Notes |
|---|---|---|
| Cardiology follow-up | 01/15/2026 | CHF regimen continued; daily weights advised |
| Endocrinology visit | 01/22/2026 | Basal insulin + oral agents continued |
| Primary care visit | 01/28/2026 | Fall-risk focus; PT referral recommended |
| ED visit (HCA South Tampa) | 10/03/2025 | Shortness of breath; discharged same day |
Current medications (most recent lists on file)
| Medication | How taken |
|---|---|
| Insulin glargine (Lantus) | 18 units SQ nightly |
| Metformin ER | 500 mg PO BID with meals |
| Empagliflozin (Jardiance) | 10 mg PO daily |
| Furosemide (Lasix) | 40 mg PO each morning |
| Carvedilol | 12.5 mg PO BID |
| Lisinopril | 10 mg PO daily |
| Atorvastatin | 40 mg PO nightly |
| Aspirin | 81 mg PO daily |
Care team (Tampa area)
Active plans & follow-ups (as documented)
- CHF monitoring: daily weights; call cardiology for rapid weight gain or swelling
- Diabetes: continue current regimen; bring glucose log to next endocrine visit
- Mobility: PT referral placed; home safety checklist completed
- Routine: labs due at next PCP visit (BMP, A1c per last note)
What's been tried, what's been worked around, and how Hal functions day to day
Context that doesn't fit on a med listWhat Hal has tried, stopped, or avoids
- Lisinopril — first time around it gave him a dry cough that wouldn't quit. His doctor switched him off it for a while, then tried it again at a lower dose and the cough did not come back. He stays on the low dose now.
- Glipizide (a diabetes pill) had to be stopped in 2024. His blood sugar kept dropping too low. His endocrinologist moved him to nightly insulin plus Jardiance and metformin, and his numbers have been steadier since.
- Over-the-counter pain relievers like Advil, Motrin, ibuprofen, naproxen (Aleve), and aspirin for pain — Hal stays away from them. They can be hard on his kidneys and his heart. Plain Tylenol (acetaminophen) at normal doses is OK.
- Salt substitutes (NoSalt, Morton Salt Substitute, "lite salt") — avoid. They are mostly potassium, and Hal's kidneys cannot handle extra potassium well.
- Hal does not adjust his insulin dose at home based on a finger-stick. Because he lives alone, the family and his endocrinologist agreed a fixed nightly Lantus dose is safer than a sliding scale.
- Simvastatin (a cholesterol pill) gave him muscle aches years ago. He switched to atorvastatin in 2023 and has been fine on it.
Trade-offs his care team is balancing
- His water pill (Lasix) can't easily be increased because of his kidneys. Cardiology and nephrology check his labs after any dose change.
- He keeps taking metformin, but with care. It should be paused if he gets sick (vomiting, diarrhea, dehydration) or before any imaging test that uses IV contrast dye.
- His heart-rate / blood pressure medicine (carvedilol) hasn't been pushed higher because his blood pressure dips when he stands up too fast.
- His cholesterol medicine (atorvastatin) is working well with no muscle aches, unlike his earlier statin.
Functional baseline (how Hal actually functions)
- Ambulation: Rollator full-time at home and out; uses cane only short distances inside.
- Stairs: Avoids; apartment is single-floor. Building has elevator.
- Self-care (ADLs): Independent with bathing/dressing; uses shower chair. Needs occasional reminders for nightly insulin.
- Cognition: Alert and oriented; can recount the broad strokes of a visit but does not reliably retain dosage details.
- Medication management: Self-administered using a weekly pill box prefilled by BayCare HomeCare aide on Mondays. Insulin pen self-administered nightly.
- Driving: No longer drives.
- Groceries / meals: Needs assistance — relies on aide and family-coordinated delivery. Cooking limited to microwave and stovetop reheating.
- Social / support: Lives alone in apartment building with neighbors who check in informally. Daughter (Dana) is primary remote support; calls daily.
- Fall risk: High. Bathroom grab bars installed; throw rugs removed; nightlights in hall and bath.
What's active, what's pending, and how to reach Hal's Care Continuity Partner
Maintained weeklyActive services in the home
- BayCare HomeCare — home health aide 2× weekly (Mon AM, Thu PM). Pill-box fill, light housekeeping, grocery list assist. (813) 555-0313
- CVS Pharmacy (South Tampa) — prescription delivery on file. (813) 555-0314
- Family remote support — daughter Dana McKenzie (Atlanta) daily check-in calls, weekly written family update via Averyn.
- Building concierge — front-desk staff aware of Hal's situation and emergency contact.
Open loops (Averyn working)
- Physical therapy referral — placed by PCP 01/28/2026; Care Continuity Partner chasing scheduling with BayCare Outpatient PT. Target: first visit within 14 days.
- Lab orders — BMP + A1c due at next PCP visit; Care Continuity Partner confirming standing-order status so labs can be drawn ahead of visit.
- Echocardiogram — pending order from cardiology (anticipated after next CHF follow-up).
- Home safety follow-up — second walkthrough scheduled with PT once started.
How to reach Hal's Care Continuity Partner
Questions about anything in this packet? Need context before a visit? Want a Care Continuity Partner to attend an appointment by phone or video? Call Averyn.
Care Continuity Partner Maya R. • Averyn Care
Hours Mon–Fri, 8a–6p ET • After-hours voicemail returned next business day
Maya can explain what's in this packet, schedule a family follow-up, or join an upcoming appointment by phone or video when arranged in advance. In an emergency, call 911.
What this is — and what it is not
Non-clinicalAveryn Ready is
- A curated, family-directed readiness packet built from the Record Vault, Care Ledger, medications, care team, and family-shared context.
- Designed for fast handoff to EMS, ED intake, a new provider, a covering caregiver, or a discharge nurse.
- Maintained by Hal's Care Continuity Partner and refreshed after significant events.
Averyn Ready is not
- A complete medical record. Source records live in the Record Vault; this is a curated summary.
- Medical advice, triage, or a substitute for the patient-provider relationship.
- An emergency response or monitoring service. In an emergency, call 911.