Clinical Bridge

Module 0

Encounter Context

Patient FHIR ID Patient MRN / identifier

Patient name Date of birth

Sex / gender Patient address

Patient phone / email Encounter date

Provider name Provider NPI / identifier

Provider role / specialty Organization / clinic

Organization identifier Location / telehealth

Source / provenance notes

Primary diagnosis / visit focus Other active concerns

Module 1

History and Patient Goals

Primary focus

Encounter type First encounter Follow-up Other

Patient encounter for today What does the patient want to gain from today's visit?

Weight History: Initial Increase and Context

Use these fields to capture when the patient first noticed meaningful weight increase and what was happening around that time. Keep the patient's phrasing when helpful.

First noticed weight increase Factors surrounding initial increase

Methods attempted for weight loss, including what worked and what did not

Additional Factors

Diet Night eating pattern

Physical activity - exercise Non-exercise activity Sleep

Current perceived barriers

Reconciliation Layer

Prior Data Review

Import Prior JSON / FHIR

Imported prior data is held for review and comparison. It does not replace today's working encounter unless the provider explicitly accepts an item. For longitudinal metrics, accept the prior timeline first, add today's values, then export the updated continuity packet back to the EHR or patient-controlled file.

Data element	Prior value	Current value	Source	Action

Module 2

Past Medical History and Risk Review

Allergies and Intolerances

Separated from the problem list because these are safety-critical during medication selection and procedural planning.

Condition / system	Diagnosis duration	Records or labs	Obesity-treatment implication

Review of Systems

Select a system to document it. Checked symptoms appear in the summary; if no positives are checked, pertinent negatives are retained.

Past Procedures

Procedure / surgical history	Procedure date or duration	Records or labs	Obesity-treatment implication

Social and Environment History

Type (substance use, living environment, LMP for female patients)	Past or current and duration	Labs or screening	Obesity-treatment implication

Module 3

Vital Signs, Anthropometrics and Weight Trajectory

1. Vitals

Rooming entry first so the visit starts with today’s clinical context.

Date	Heart rate	Systolic BP	Diastolic BP	Respiratory rate	Oxygen saturation

2. Today’s Body Measurements

Enter weight, height, waist, hip, and neck together. Calculated BMI and ratios update below.

Previous measurements and calculated trend

Measurement History

Expand when you need to review or edit the longitudinal timeline.

Calculated Trend

BMI, waist-to-height, and waist-to-hip from dated measurements.

BMI Waist:height Waist:hip

Date	Weight, lb	Waist, in	Hip, in	BMI	Waist:height	Waist:hip

Module 5

Screening Tools, Laboratory and Diagnostic Reports

Screening Tools

Add screening tool

Open common screening templates

Screening tool	Date	Result / score	Obesity-treatment implication

Laboratory and Diagnostic Reports

Pertinent labs / diagnostic report	Date	Obesity-treatment implication

Module 6

Assessment, Plan and Medications

Medication Review

Date started	Date ended	Medication	Dosage	Frequency	Indication	Provider notes

Assessment and Plan

Assessment	Plan	Referral

Integration Layer

EHR Exchange Preview

SMART Sandbox Connection

Use for Epic on FHIR or other SMART-enabled FHIR sandboxes. This is inactive unless launched with SMART context or connected manually.

FHIR base URL / iss Launch token

SMART client ID Redirect URI

Scopes

Today

Exported Into EHR

Next Visit

Previous Obesity Note Retrieved

Provider View of Previous Note

This is what Clinical Bridge should surface at the next obesity-management encounter after the EHR stores today's output.