Level 2Common Visit Types

New Consult Intake

Set up a new cardiology consult — gather history, records, and the reason for referral.

Beginner~10 min

Learning Objectives

1.Collect the information a new cardiology consult needs.
2.Gather outside records and the referral reason.
3.Flag red flags during intake.

Goal

A new consult needs the fullest picture: why they were referred, their cardiac history, and any outside records — so the provider isn’t starting from zero.

What to collect

•Reason for referral / what brought them to cardiology.
•Cardiac history: prior MI, stents, devices, procedures, known conditions.
•Full medication list and allergies.
•Outside records: EKGs, echos, stress tests, cath reports if available.
•Vitals and weight.

Step-by-step

1.Confirm identity and referral reason.
2.Take vitals; review meds and allergies.
3.Collect/scan outside records.
4.Note symptoms and pertinent history; flag red flags; document.

What NOT to do independently

•Don’t diagnose or prioritize the problem clinically — gather thoroughly and let the provider assess.

Scope note

Thorough data collection; clinical assessment is the provider’s.

Red flags to report immediately

•Active chest pain, severe dyspnea, fainting, or a clearly abnormal vital — alert the nurse/provider.

Alert now

Even at a "routine" new consult, red-flag symptoms are escalated right away.

Documentation tips

•Record referral reason, history, records obtained, and vitals.

Checklist

Captured referral reason and cardiac history.
Updated meds/allergies; gathered outside records.
Took vitals/weight.
Flagged red flags; documented.

Knowledge Check Quiz

Disclaimer: This content is for educational purposes only. It is not medical advice, does not replace clinical judgment, and is not a substitute for institutional protocols or certified medical interpreters. No patient health information (PHI) should be entered into this application.