Medical Nutrition Therapy Protocol Forms for Implementing Diabetes Mellitus Type 1 and 2 Evidence-based Nutrition Practice Guideline

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i Diabetes Mellitus Toolkit Table of Contents Acknowledgments...ii Overview of Diabetes Mellitus Toolkit...1 Medical Nutrition Therapy Protocol Forms for Implementing Diabetes Mellitus Type 1 and 2 Evidence-based Nutrition Practice Guideline Diabetes Type 1 and 2 Evidence-based Nutrition Practice Guideline for Adults: Executive Summary of Recommendations...7 Medical Nutrition Therapy Summary Page for Diabetes Mellitus Type 1 and 2... 14 Medical Nutrition Therapy Flowchart of Encounters for Diabetes Mellitus Type 1 and 2... 18 Medical Nutrition Therapy Encounter Process for Diabetes Mellitus Type 1 and 2... 21 Documentation Forms Medical Nutrition Therapy Initial Progress Note Diabetes Mellitus Type 1 and 2... 38 Medical Nutrition Therapy Follow-up Progress Note Diabetes Mellitus Type 1 and 2... 43 Food Recall Form... 48 Sample Case Studies Case Study Generalist: Initial... 49 Case Study Specialist: Initial and Follow-up... 54 Case Study Advanced: Initial and Follow-up... 64 Outcomes Management Forms Outcomes Management: Nutrition Monitoring and Evaluation... 74 Outcomes Management Forms in Excel... 82 Client Education Resources and Materials Summary of Client Education Materials and Resources... 83 Client Agreement for Care... 87 Encounter Contract... 88 Appendices... 89 American Dietetic Association and American Association of Diabetes Educators Diabetes Services Referral Form and Background Information... 90 ADA 2008 Clinical Practice Recommendations... 92 American Association Of Clinical Endocrinologists Medical Guidelines For Clinical Practice For The Management Of Diabetes Mellitus 2007... 94 Upskilling... 95 American Dietetic Association: Standards of Practice and Standards of Professional Performance for Registered Dietitians (Generalist, Specialty, and Advanced) in Diabetes Care... 96 Note: The toolkit PDF contains additional files. To access these additional toolkit files, click on the paper clip on the lower left or select View > Navigation panels > Attachments from the menu bar.

i Diabetes Mellitus Toolkit Table of Contents Acknowledgments...ii Overview of Diabetes Mellitus Toolkit...1 Medical Nutrition Therapy Protocol Forms for Implementing Diabetes Mellitus Type 1 and 2 Evidence-based Nutrition Practice Guideline Diabetes Type 1 and 2 Evidence-based Nutrition Practice Guideline for Adults: Executive Summary of Recommendations...7 Medical Nutrition Therapy Summary Page for Diabetes Mellitus Type 1 and 2... 14 Medical Nutrition Therapy Flowchart of Encounters for Diabetes Mellitus Type 1 and 2... 18 Medical Nutrition Therapy Encounter Process for Diabetes Mellitus Type 1 and 2... 21 Documentation Forms Medical Nutrition Therapy Initial Progress Note Diabetes Mellitus Type 1 and 2... 38 Medical Nutrition Therapy Follow-up Progress Note Diabetes Mellitus Type 1 and 2... 43 Food Recall Form... 48 Sample Case Studies Case Study Generalist: Initial... 49 Case Study Specialist: Initial and Follow-up... 54 Case Study Advanced: Initial and Follow-up... 64 Outcomes Management Forms Outcomes Management: Nutrition Monitoring and Evaluation... 74 Outcomes Management Forms in Excel... 82 Client Education Resources and Materials Summary of Client Education Materials and Resources... 83 Client Agreement for Care... 87 Encounter Contract... 88 Appendices... 89 American Dietetic Association and American Association of Diabetes Educators Diabetes Services Referral Form and Background Information... 90 ADA 2008 Clinical Practice Recommendations... 92 American Association Of Clinical Endocrinologists Medical Guidelines For Clinical Practice For The Management Of Diabetes Mellitus 2007... 94 Upskilling... 95 American Dietetic Association: Standards of Practice and Standards of Professional Performance for Registered Dietitians (Generalist, Specialty, and Advanced) in Diabetes Care... 96 Note: The toolkit PDF contains additional files. To access these additional toolkit files, click on the paper clip on the lower left or select View > Navigation panels > Attachments from the menu bar.

18 Diabetes Mellitus Toolkit Medical Nutrition Therapy Flowchart of Encounters for Adults with Type 1 and Type 2 diabetes This document is designed to assist registered dietitians (RD) in completing the Medical Nutrition Therapy Initial and Follow-up Progress Notes for Diabetes Mellitus Type 1 and 2, also located in this toolkit. A more extensive description of each encounter is located in the Medical Nutrition Therapy Encounter Process for Adults with Type 1 and Type 2 diabetes. The flowchart uses the Nutrition Care Process as a framework and incorporates the ADIME format, which includes Nutrition Assessment, Nutrition Diagnosis, Nutrition Intervention, and Nutrition Monitoring and Evaluation. When completing the Medical Nutrition Therapy Initial and Follow-up Progress Notes, use of the most current ADA Standardized Language Manual is also recommended. For more information on the ADA Nutrition Care Process and Standardized Language, see www.eatright.org/ncp. Referral/Consult Information (< 30 days prior to encounter 1) Related documents/forms: Diabetes Services Order Form (see Appendix 1). RD to obtain pertinent clinical data from referral source or client medical record/information system. 33 Laboratory values (e.g., glucose, A1C, lipids, 33 Presenting signs and symptoms. 33 renal functions, others as needed). Other clinical data (e.g., blood pressure level). 33 Physician treatment goals or medical plans 33 Medications (dose, time, frequency), dietaand signature. ry/herbal supplements. 33 Past medical history (currently pregnant 33 Physical activity clearance or limitations. or undergoing cancer therapy, history of eating disorders, heart disease or stroke, co-morbidities, risk factors, family history). Encounter 1: 45-90 minutes Related documents/forms: Medical Nutrition Therapy Encounter Process for Diabetes Mellitus Type 1 and 2. Medical Nutrition Therapy Initial Progress Note for Diabetes Mellitus Type 1 and 2. Sample RD to obtain clinical data from client medical record/information system and patient/client interview: Assessment Evaluate height, weight, weight history, BMI, waist circumference, biochemical data and physical findings (e.g., blood pressure). Document client s food and nutrition history by obtaining comprehensive diet history including current dietary intake (carbohydrate intake, calories, total fat, and distribution of carbohydrate, sources carbohydrate and fat, cholesterol, fiber, sodium, vitamins and alcohol), physical activity pattern, nutrition and health awareness, food availability and psychosocial or economic issues impacting nutrition therapy. Assess prescribed medications and use of over-the-counter supplements that affect nutrition therapy or with potential for food or drug interaction. Assess client s personal needs, willingness to change, and ability to make changes. Consider cardiovascular risk factors and co-morbid conditions when determining need for additional modifications in nutrition care plan. Nutrition Diagnosis List and prioritize the nutrition diagnosis(es) that includes the problem (P), etiology (E) and signs and symptoms (S). For example, patient/client has an excessive carbohydrate intake related to food and nutrition knowledge deficit as evidenced by postprandial hyperglycemia and elevated A1C.

19 Diabetes Mellitus Toolkit Nutrition Intervention Individualize nutrition prescription (e.g., reduced energy and fat intake, carbohydrate counting, simplified meal plans, healthy food choices, individualized meal planning strategies, exchange lists, insulin-to-carbohydrate ratios and behavioral strategies). Implement carbohydrate intake goal to match diabetes therapy (consistent carbohydrate and insulin to carbohydrate matching). Describe frequency of SMBG to incorporate information to make changes in diabetes management. If weight loss is a goal for persons with diabetes who are overweight or obese, the RD should advise that glycemic control is the primary focus. Recommend 90 to 150 minutes of accumulated moderate-intensity aerobic physical activity per week as well as resistance/strength training three times per week. Coordinate care with an interdisciplinary team. List materials provided and referrals or resources used. Nutrition Monitoring and Evaluation Check indicators to monitor under each of the four categories of nutrition outcomes, based on signs and symptoms from PES statement(s) (e.g., Readiness to change, Body Mass Index, Total fat, etc.). Criteria to which the indicator is compared (i.e., nutrition prescription/goal or a reference standard). Specify next appointment. Within 3 to 6 months of diagnosis Encounter 2-3: 45-90 minutes Related documents/forms: Medical Nutrition Therapy Encounter Process for Diabetes Mellitus Type 1 and 2. Medical Nutrition Therapy Follow-up Progress Note for Diabetes Mellitus Type 1 and 2. RD to obtain clinical data from client medical record or information system and client interview: Assessment Reassess weight, BMI, waist circumference, biochemical data and other clinical data (e.g., SMBG, A1C) and medication changes. Obtain brief diet history and evaluate client s adherence to meal plan (e.g., reduced energy and fat intake, carbohydrate counting, simplified meal plans, healthy food choices, individualized meal planning strategies, exchange lists, insulin-to-carbohydrate ratios and behavioral strategies), physical activity pattern (refer to food and activity records). Compare to expected outcomes and goals. Determine adherence or barriers to learning or implementing behavioral changes and progress or barriers to biochemical, anthropometric, physical exam findings and food and nutrition goals. Identify any positive or negative outcomes. Nutrition Diagnosis Based on outcome data from initial encounter list and prioritize new or existing nutrition diagnosis (es) that includes the problem (P), etiology (E) and signs and symptoms (S). Nutrition Intervention Reinforce or modify nutrition prescription and assist patient/client in setting goals that are focused on the etiology of the problem(s). Reinforce goals for physical activity. As glycemic control is achieved, address additional nutrition intervention such as fiber, glycemic index, fat and protein. Include a statement of specific expected outcomes, amount of change (if applicable) and timeline for each. List materials provided and referrals or resources used (e.g., Label Reading, Shopping Tips, Cooking Tips). Request follow-up laboratory tests if needed. Coordinate care with an interdisciplinary team. Sample

20 Diabetes Mellitus Toolkit Nutrition Monitoring and Evaluation Check any new indicators to monitor under each of the four categories of nutrition outcomes, based on signs and symptoms from PES statement(s). Criteria to which the indicator is compared (i.e., nutrition prescription/goal or a reference standard). Specify next appointment. Annual Follow up Encounter: 45-90 minutes Related forms: Medical Nutrition Therapy Encounter Process for Diabetes Mellitus Type 1 and 2. Medical Nutrition Therapy Follow-up Progress Note for Diabetes Mellitus Type 1 and 2. RD to obtain clinical data from client medical record or information system and client interview: Assessment Reassess weight, BMI, waist circumference, biochemical data and other clinical data (e.g., SMBG, A1C, lipids, blood pressure) and medication changes. Obtain brief diet history and evaluate client s adherence to meal plan (e.g., reduced energy and fat intake, carbohydrate counting, simplified meal plans, healthy food choices, individualized meal planning strategies, exchange lists, insulin-to-carbohydrate ratios and behavioral strategies), physical activity pattern (refer to food and activity records). Compare to expected outcomes and goals. Determine adherence or barriers to learning or implementing behavioral changes and progress or barriers to biochemical, anthropometric, physical exam findings and food and nutrition goals. Identify any positive or negative outcomes. Nutrition Diagnosis Based on outcome data from initial encounter list and prioritize new or existing nutrition diagnosis(es) that includes the problem (P), etiology (E) and signs and symptoms (S). Nutrition Intervention Reinforce or modify nutrition prescription and assist patient/client in setting goals that are focused on the etiology of the problem(s). Reinforce goals for physical activity. Include a statement of specific expected outcomes, amount of change (if applicable) and timeline for each. List materials provided and referrals or resources used (e.g., Label Reading, Shopping Tips, Cooking Tips). Request follow-up laboratory tests if needed. Coordinate care with an interdisciplinary team. Nutrition Monitoring and Evaluation Check any new indicators to monitor under each of the four categories of nutrition outcomes, based on signs and symptoms from PES statement(s). Criteria to which the indicator is compared (i.e., nutrition prescription/goal or a reference standard). Specify next appointment. Sample

43 Diabetes Mellitus Toolkit Medical Nutrition Therapy Diabetes Mellitus Follow Up Progress Note Name Nutrition Re-Assessment Previous Diagnoses MR # Refer to ADA International Dietetics & Nutrition Terminology Reference Manual for appropriate measures of the indicators below. Note Assessment items below are indicated by ADA Diabetes Type 1 and 2 Evidence-based Nutrition Practice Guideline for Adults. Food/Nutrition-Related History Energy Intake Food Plan Total Energy Intake Fluid/beverage intake Oral Fluids Amounts Food-derived fluids Liquid meal replacement or supplement Food intake Amount of food Types of food/meals Chooses foods/portions per plan Substitutes sucrose for other carbohydrate foods Meal/snack pattern Spaces meals and snacks appropriately Follows meal plan when dining out Diet quality index Food variety Carbohydrate intake Total carbohydrate g/day % of kcal Consistent in timing Consistent in amount Sugar Type Carbohydrate counting Plate method Time following <25% 25-50% Glycemic load High Moderate Low Exchanges 50-75% Insulin-to-carbohydrate ratio Fat and cholesterol intake Total fat g/day %of kcal Saturated fat Trans fatty acids Omega-3 fatty acids Plant sources Fish sources Dietary cholesterol Follows cardioprotective nutrition guidelines Protein intake Total protein g/day % of kcal Fiber intake Total fiber Soluble fiber Basic guidelines None Sample 75-100% Usual food intake focusing on carbohydrate timing and amount