Wellness iNPractice Diabetes

Diabetes Patient Evaluation

Each patient with diabetes is different, with a unique medical history, physical exam findings and lab results, and medical and personal factors that must be considered when defining treatment goals and developing a plan for patient-centered care that can achieve those goals.

The Comprehensive Diabetes Care Evaluation lists the components of a comprehensive diabetes evaluation, according to recognized standards of care.1 You can use the evaluation form as a checklist to help ensure all aspects of diabetes care are covered at each patient visit, or you can use it as a fillable form to record information about the patient in preparation for a visit or during the visit. Each part of the evaluation form collects a set of information that together gives a comprehensive snapshot of the patient’s status and needs, and can help guide appropriate changes to their treatment plan based on current guideline recommendations. See the Diabetes Guidelines Quick Reference for summaries of guideline recommendations for each aspect of diabetes care.

When treatment goals are not being met, it is important to re-evaluate the treatment plan and consider any obstacles to care, including socioeconomic factors, health literacy, depression, cognitive issues, and personal and family responsibilities.1 Finding culturally appropriate strategies may be helpful for overcoming some of these barriers. It may be necessary to adjust pharmacological treatment, start or intensify blood glucose monitoring, re-evaluate nutrition recommendations and physical activity levels, increase the frequency of patient visits, refer for additional diabetes management education, and expand the care team to include a social worker or mental health professional to help the patient achieve their glycemic goals.

Evaluation Tool