How to Conduct an Annual Review
Below is a check list to support health care professionals when conducting an annual review.
- Explain the procedure and its rational to the patient in order to empower patient and obtain consent
- Record history
- Review general health and well-being
- Review lifestyle and behaviours
- Record medications and assess adherence to prescribed treatments
- Conduct physical examination
- Conduct urine test
- Review blood test results
- Review cardiovascular risk
- Review kidney function
- Review sexual health
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Review diabetes self-care behaviours and strategies
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Complete Patient Held record
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Conduct an Educational Needs Assessment
Please click on the links on the right hand side of this page to download the full Patient Held Record/Education Needs Assessment documents.
Note: Annual Reviews can be managed over a number of appointments and should not necessarily be limited to a once a year appointment.



