Project 4 Finance for Managers

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Project 4: Finance for Managers
Start Here

As a senior analyst at Maryland Creative Solutions (MCS), you have continued to prove your value after helping Choice Hotels make strategic decisions by analyzing their financial reports. Frank Marinara and Elisa Izuki, continually happy with your work, have decided to transfer you to the finance team. You’re excited to continue working for MCS and you strongly believe you are capable of someday making senior partner.

Dialogue with Frank Marinara

You meet with Frank so he can orient you to the upcoming task. “The finance operations have a slightly different focus than the accounting operations,” he says. “The financial analysis part of our business is more involved with analyzing financing and investment decisions, making corporate asset valuations, evaluating corporate financial performance, and providing corporate valuations. You will be working to complete a project for our Maryland-based client McCormick & Company.”

Given your position as a senior analyst, you are anticipating that Frank will have several separate requests. Frank explains that McCormick & Company is considering expanding their operations by building another factory to increase the production volumes of their spice products. The client has asked MCS to help them determine if this financial investment is worthwhile.

Frank continues by delineating your responsibilities for the project: “To get started, we will need to look at the variables involved in this purchase and the questions McCormick & Company has provided. Ultimately, MCS will help them determine their corporate valuation, responsibly raise capital, and make the right financing and investing decisions. This information will help you determine which financing and investing options would provide McCormick & Company with the best potential outcomes for sustainability and growth.

“You will also need to participate in a meeting with the other finance analysts to discuss risk and returns,” Frank says. This discussion will help the client decide if they should invest in the new factory.

“The client also mentioned they would like MCS to provide them with guidance on retirement plan options and other employee benefits,” Frank elaborates. “Finally, I will need you to complete the project by preparing an executive summary that highlights your recommendations.”

 Frank needs all of these tasks done within two weeks and suggests you begin right away. Click Step 1 to get started!

When you submit your project, your work will be evaluated using the competencies listed below. You can use the list below to self-check your work before submission.

  • 1.3:      Provide sufficient, correctly cited support that substantiates the      writer’s ideas.  
  • 1.6:      Follow conventions of Standard Written English.  
  • 3.1:      Identify numerical or mathematical information that is relevant in a      problem or situation.
  • 3.2:      Employ mathematical or statistical operations and data analysis techniques      to arrive at a correct or optimal solution.
  • 3.3:      Analyze mathematical or statistical information, or the results of      quantitative inquiry and manipulation of data.
  • 3.4:      Employ software applications and analytic tools to analyze, visualize, and      present data to inform decision-making.
  • 8.1:      Evaluate major business/organizational systems and processes and make      recommendations for improvement.
  • 10.3:      Determine optimal financial decisions in pursuit of an organization’s      goals.
  • 10.4: Make      strategic managerial decisions for obtaining capital required for      achieving organizational goals.
  • 12.1:      Assess market risk and opportunity.

Project 4: Finance for Managers
Step 1: Analyze Financing and Investing Activities

INBOX (1 NEW EMAIL)

From: Frank Marinara, Director of Finance

To: You and Finance Team

I hope you are ready to move forward with the project at hand. I want to give you the background on the McCormick & Company case and instructions for this project.

McCormick & Company approached MCS because they would like to increase the production of their spice products and are considering the construction of a new factory in Largo, Maryland. The new factory would allow the company to increase its overall production capacity. As McCormick decides whether to build the factory, they are asking our finance team to evaluate options to finance this construction. McCormick has provided MCS with the purchase price, expected cash flow, and two new product lines projects they expect to run in the newly built factory.

To understand which financing option would be best for the client, you must first understand time value of money, present value, future value, and loan amortization. These topics will help you make recommendations about the relative benefits and drawbacks of each option.

Working in the attached Excel Workbook, complete the Financing and Investing worksheet. The Financing and Investing worksheet contains information about present value, revenue, expenses, and cash flows, as well as questions that will help Frank guide the client in selecting the best financing option.

When you have completed the Financing and Investing worksheet, submit it to the submission folder located in the final step of this project. You should aim to complete this step during Week 7. Then, proceed to Step 3, where you will examine the factors affecting McCormick’s corporate valuation.

Looking forward to seeing your work,

Frank

ATTACHMENTS

McCormick & Company Workbook.xlsx

Project 4: Finance for Managers
Step 2: Determine Corporate Valuation

McCormick & Company is also interested in gaining further insight on the corporate valuation of the company, as they need to know how much capital they’ll need to raise to construct the factory. To understand valuation, you must review dividends, options, warrants, derivatives, discount rate, and yield.

Dialogue with Frank Marinara

Frank tasks you with recommending a method for raising sufficient capital. “McCormick & Company has been paying dividends to its shareholders for several years now,” he says. “The company has given us some data and would like us to recommend ways they can further leverage their financing activities. The company is interested in potentially issuing more stock or purchasing bonds to raise additional capital for the construction of the new factory. I will need you to answer a few questions about the company’s stock prices and minimum acceptable rate of return. Your answers will help me make a recommendation to McCormick.”

Working with the same Project 4 Excel Workbook you worked with in Step 1, complete the Valuation of Performance worksheet. This worksheet contains information on McCormick’s dividends, stocks, and risk premiums, as well as questions that will guide the client’s decisions.

When you have completed the Valuation of Performance worksheet, submit the Project 4 Excel Workbook to the folder located in the final step of this project. Next, proceed to Step 3, in which you will advise the client on selecting a retirement plan for its employees.

Project 4: Finance for Managers
Step 3: Evaluate Annuities

As McCormick & Company reviews its capital in preparation for constructing the factory, it has asked MCS to help with the process of selecting the best retirement options for their employees. To help McCormick make the best decision based on our recommendations, you will need to understand several concepts:

You will also apply what you learned about present value and future value.

Working with the same Project 4 Excel Workbook you will use in Steps 1 and 2, complete the Annuities worksheet. The worksheet poses questions about the retirement annuities, US treasury bond rates for the employees’ portfolios managed by a retirement fund company, and annuities for employee’s personal investments. This information will clarify the best choice of retirement plan for McCormick employees.

When you have answered the questions provided, submit the Project 4 Excel Workbook to the submission folder in the final step of this project. Then continue to Step 4, where you will discuss risk and returns with your colleagues.

Project 4: Finance for Managers
Step 4: Discuss Risk and Returns

Dialogue with Frank Marinara

As McCormick decides whether they will invest in an additional factory to keep up with demand, the company remains uncertain if the investment will yield worthwhile returns. “That is where they need us to provide them with a risk and return evaluation,” Frank says. “Risk is the financial liability a company takes in a given investment in consideration of a potential return on the investment.”

Meet and Discuss

Frank has asked you to meet with your colleagues and discuss how risk and returns will influence McCormick’s investment decision. Complete the following tasks:

· Discuss whether McCormick & Company should invest in building a new factory in Largo, Maryland. Give credit to any sources you use to support your statements.

· Discuss how understanding risk and returns will impact this decision. Give credit to any sources you use to support your statements.

· Later in the week, after you are back in your office, you have a follow-up discussion with your MCS colleagues in an effort to summarize the key lessons from your discussion on risk and returns at the meeting. Respond to your colleagues’ original discussion posts and give credit to any sources you use to support your statements.

During Week 8, submit one original posting of at least 250 words in the Risk and Returns Discussion by Saturday and post two responses of at least 50 words each to other discussion participants by Tuesday. Consult the MBA discussion guidelines for assistance.

When you have finished Step 4, proceed to Step 5, where you will review your recent findings in a report to management.

Project 4: Finance for Managers
Step 5: Submit Executive Summary

Team Report

At the conclusion of your project, Frank requests an executive summary based on your analysis and recommendations in the previous steps. He is planning on using this executive summary to provide the client, McCormick & Company, with guidance on the potential construction of an additional factory. This executive summary should include facts and figures to support your recommendations. The report should highlight your analysis and recommendations based on the work you completed in the Project 4 Excel Workbook. Be creative and use charts, graphs, or any other tools you feel would be useful to convey your analysis and recommendations. Post your executive summary to management in the submission folder located in the final step of this project.

When you have completed Step 5, proceed to Step 6, where you will submit all work for Project 4.

QUestion 7

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Copy Link in your URL (Browser) to access the following assignment 

https://psattcelearn.org/courses/4hr_sbirt/

Screening, Brief Intervention, and Referral to Treatment (SBIRT) is an integrated, public health approach to the delivery of early intervention and treatment services for persons with substance use disorders and those at risk of developing these disorders.

Please review the following objectives and articulate your understanding of each:

  • describe the background and rationale for conducting SBIRT with patients in primary care settings;
  • utilize the AUDIT or AUDIT-C to screen and identify patients engaged in moderate or high-risk alcohol consumption; and
  • demonstrate, through role-play and group discussion, the effective use of brief intervention strategies and techniques to motivate patients to change their at-risk substance use behavior and/or seek treatment.

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Click on the link or copy in your URL (Browser) to access the following assignment

https://www.nctsn.org/resources/psychological-first-aid-pfa-online

An evidence-informed modular approach to help children, adolescents, adults, and families in the immediate aftermath of disaster and terrorism. PFA is designed to reduce the initial distress caused by traumatic events and to foster short- and long-term adaptive functioning and coping.

This is free – Students have to create a login/account to complete the training. Clinical and Macro Diversity

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Click on the link or copy in your URL (Browser) to access the following assignment

https://www.youtube.com/watch?v=7mG2v5ZA4wg

This one hour recording provides a basic over view of the role of the nursing home social worker. The two presenters, Deirdre Downes and Paige Hector are nationally known for their nursing home social work expertise.

  • Articulate your understanding of Nursing Home Social Work
  • Which Competencies are addressed in this video
  • Student will discuss implications of this experience for their professional development

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Click on the link or copy in your URL (Browser) to access the following assignment

https://anzasw.nz/wp-content/uploads/SW-Review-Spring-06-Articles-Staniforth-and-Larkin.pdf

Documentation in social work: Remembering our ABCs Barbara Staniforth and Richard Larkin

  • Articulate your understanding of social work documentation 
  • Articulate what new information you have gained.

Current Intangible Business Costs

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Current Intangible Business Costs

[WLOs: 1, 2] [CLO: 4]

Prior to beginning work on this assignment,

Using the DargeanGrix Business Scenario document, evaluate the current costs of the situation to the organization. Provide a breakdown of the costs and the risks to the organization in the situation. Remember that costs are not only hard costs or dollar related; consider the intangible costs of reputation, perception, and lost productivity due to inefficiency, frustration, stress, mental health, workarounds, and any other kind of intangible cost. Remember that these intangible costs may not be readily quantifiable. However, you can include a narrative with examples that support these aspects. Your goal is to develop the ability to think beyond return on investment (ROI) and traditional costs as justifiers for new ideas.

In your paper,

  • Analyze at least three intangible costs associated with the DargeanGrix Business Scenario.
  • Explain the aspects that comprise the intangible elements.
  • Evaluate the impact of each of the intangibles to DargeanGrix and to DargeanGrix’s business processes and assign a cost to each.
    • The cost may be a monetary one or it may be another form of valuation.
  • Justify each of the assigned costs with a narrative explaining your rationale for each element.
    • Although not required, a table may be useful for visualizing the aspects.

The Current Intangible Business Costs paper

Carefully review the Grading Rubric (Links to an external site.) for the criteria that will be used to evaluate your assignment.

Conflicting Viewpoints Essay: Part 1 MT

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When looking for information about a particular issue, how often do you try to resist biases toward your own point of view?

This assignment asks you to engage in this aspect of critical thinking by playing the “Believing Game.” The Believing Game is about making the effort to “believe,” or at least consider, the reasons for an opposing view on an issue.

Instructions

  1. In the Week 2 Discussion, you examined the biases discussed in Chapter 2 of the webtext and reviewed one of the topics from Pros & Cons of Controversial Issues. You may use the same topic from this discussion or find another: 
    • Select one of the topics from Pros & Cons of Controversial Issues, state your position on the issue, and identify three premises (reasons) listed under either the Pro or Con section—whichever section opposes your position.
    • For the three premises (reasons) that oppose your position on the issue, answer these “believing” questions suggested by Elbow: 
      • What’s interesting or helpful in this view?
      • What would I notice if I believed this view?
      • In what sense or under what conditions might this idea be true?
  2. Read the excerpt about critical thinking processes: The Believing Game and How to Make Conflicting Opinions More Fruitful [PDF].
  3. Engage in prewriting to examine your thoughts.

Case Study Analysis Assignment

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 An understanding of the factors surrounding women’s and men’s health, infections, and hematologic disorders can be critically important to disease diagnosis and treatment in these areas. This importance is magnified by the fact that some diseases and disorders manifest differently based on the sex of the patient. 

Effective disease analysis often requires an understanding that goes beyond the human systems involved. The impact of patient characteristics, as well as racial and ethnic variables, can also have an important impact..

Case Study Analysis Assignment

42-year-old man presents to ED with 2-day history of dysuria, low back pain, inability to fully empty his bladder, severe perineal pain along with fevers and chills. He says the pain is worse when he stands up and is somewhat relieved when he lies down. Vital signs T 104.0 F, pulse 138, respirations 24. PaO2 96% on room air. Digital rectal exam (DRE) reveals the prostate to be enlarged, extremely tender, swollen, and warm to touch.

An understanding of the symptoms of alterations in systems based on these characteristics is a critical step in diagnosis and treatment of many diseases. For APRNs, this understanding can also help educate patients and guide them through their treatment plans.

In this Assignment, you examine a case study and analyze the symptoms presented. You identify the elements that may be factors in the diagnosis, and you explain the implications to patient health. 

To prepare:

Assignment (2- to 3-page case study analysis)

In your Case Study Analysis related to the scenario provided, explain the following as it applies to the scenario you were provided (not all may apply to each scenario):

  • The factors that affect fertility (STDs).
  • Why inflammatory markers rise in STD/PID.
  • Why prostatitis and infection happens. Also explain the      causes of systemic reaction.
  • Why a patient would need a splenectomy after a      diagnosis of ITP.
  • Anemia and the different kinds of anemia (i.e., micro      and macrocytic).

McCance, K. L. & Huether, S. E. (2019). Pathophysiology: The biologic basis for disease in adults and children (8th ed.). St. Louis, MO: Mosby/Elsevier.

·  Chapter 24: Structure and Function of the Reproductive Systems (stop at Tests of reproductive function); Summary Review

· Chapter 25: Alterations of the Female Reproductive System (stop at Organ prolapse); pp. 787–788 (start at Impaired fertility) (stop at Disorders of the female breast); Summary Review

·  Chapter 26: Alterations of the Male Reproductive System (stop at Hormone levels); Summary Review

·  Chapter 27: Sexually Transmitted Infections, including Summary Review

·   Chapter 28: Structure and Function of the Hematological System (stop at Clinical evaluation of the hematological system); Summary Review

· Chapter 29: Alterations of Erythrocytes, Platelets, and Hemostatic Function, including Summary Review

· Chapter 30: Alterations of Leukocyte and Lymphoid Function, including Summary Review

Low, N. & Broutet N. J. (2017). Sexually transmitted infections – Research priorities for new challenges. PLoS Medicine, (12), e1002481

Kessler, C. M. (2019). Immune thrombocytopenic purpura [LK1] (ITP). Retrieved from https://emedicine.medscape.com/article/202158-overview

Nagalia, S. (2019). Pernicious anemia[LK1] . Retrieved from https://emedicine.medscape.com/article/204930-overview#a3

Stauder, R., Valent, P., & Theurl, I. [LK1] (2019). Anemia at older age: Etiologies, clinical implications and management. Blood Journal, 131(5). Retrieved from http://www.bloodjournal.org/content/131/5/505?sso-checked=true

Credit Line: Anemia at older age: Etiologies, clinical implications and management by Stauder, R., Valent, P., & Theurl, I., in Blood Journal, Vol. 131/Issue 5. Copyright 2019 by American Society of Hematology. Reprinted by permission of American Society of Hematology via the Copyright Clearance Center.

Basic English Reply

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PEER REPLIES Respond to peers main posts with replies of 100-150 words each, answer the following questions:

  • Was the situation described clearly and with enough detail to envision the situation?
  • Reflect on the results. Could the situation been handled differently? If so, how?
  • Identify areas of Ethos-Logos-Pathos and specify which of the three your peer’s argument relied on most heavily.
  • Suggest areas of Ethos-Logos-Pathos that could have been used to make your peer’s argument successful or stronger.
  • Have you ever encountered or witnessed a similar situation? How did you handle it?

BY Yarianne Direntau Avila
Monday night, the night of the NCAA championship finals, I was hanging out with a friend of mine who wanted to watch the game. We decided to go to a sports bar to watch it. Another friend had also repaid me a loan I had given her a few weeks back, so I had a sizeable sum of cash on me. My basketball friend pulled into a bar that looked a little seedy. I said, “This looks classy.” Trying to be sarcastic. 

He did not get it and said, “Let’s go inside and see.” 

I said, “I have all this money on me and you want me to go in here where I will surely get mugged?”

He said, “They won’t mug you because you’re with me.” Then he laughed and started the car again and we drove to the bank where I deposited my money. Then we drove to a different restaurant, where they had the game on the big screen, and we ate dinner. 

            The moment of persuasion was successful. My friend realized two things. First of all, I am a person with taste and I do not like hanging out in seedy bars. He got that I think, but more importantly, he realized that it would be stupid to tempt fate by strolling into a bar with a wad of cash especially when we were not familiar with the place. My strategy was sarcasm and to ask my friend a question that, when he answered it, he would see that his proposed action was not wise. Williams (2020) of Yesware says that telling a person why you need something makes their decision easier to make(Williams, 2020). Instead of saying, “I cannot go into this bar with this money,” which sounds a little witchy to me, I told him I could get mugged which indicates what a bad idea it was. I had to prompt him a little by asking him a question to get his mind to where it needed to be to figure out what a risky move it was, but he got it. He agreed with me that it was not a good idea and we did something different. 

Reference

Williams, M. (2020, July 19). 10 Persuasive Techniques for Sales. Retrieved from Yesware: https://www.yesware.com/blog/persuasive-techniques/

GEN102: Digital Literacy for Life and the Workplace

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NEED BY : May 4 2021 0600 am est 

Prepare: Prior to beginning work on this assignment, watch the Week 2 Assignment video (Links to an external site.) and review the Sample Building Your Professional Brand PowerPoint downloadassignment. Read Modules 3 and 4 of your course textbook and review the Week 2 Instructor Guidance.

Reflect: Social media is an excellent platform for promoting one’s career or career-related product or service. Individuals and organizations leverage the power of social media to build clientele, advertise, and provide insight into the usefulness or popularity of a product or service. Individuals can use social media to promote themselves to build their own brand within their profession or attract potential employers or clients in a career field.

Write: Construct a five-slide PowerPoint presentation (Links to an external site.). Use the bullet points below as a guide for each of the slides.

  • Slide 1: Create a title slide that includes your name,  your instructor’s name, assignment title, and the date.
  • Slide 2: Identify the career you intend to pursue after graduation or a career-related product or service that you are interested in promoting. Provide a brief description.
  • Slide 3: Select one social media platform (Facebook, Twitter, Instagram, Snapchat, YouTube, LinkedIn, Pinterest, etc.) and briefly explain how the social media platform you chose can be used to promote your future career field, or career-related product or service.
  • Slide 4: Describe at least two potential benefits of using social media to promote yourself in your future career field or career-related product or service.
  • Slide 5: Discuss at least two potential concerns or challenges related to using social media to promote your professional goals and how you plan to address them.

Contingency Planning in Action

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Create a hypothetical organization with details including geographic location(s), number of employees in each location, primary business functions, operational and technology details, potential threats to the business and its technology, and anything else that you believe is relevant to the business.

Assume this organization is lacking in its contingency planning efforts and requires assistance in ensuring these efforts are appropriately addressed to increase its overall security and preparedness posture.

Write a ten to fifteen (10-15) page paper in which you:

  1. Provide an overview of the organization and indicate why contingency planning efforts are needed and how these efforts could benefit the business.
  2. Develop a full contingency plan for the organization. Include all subordinate functions / sub plans, including BIA, IRP, DRP, and BCP efforts.
  3. Determine the policies and procedures that would be needed for all contingency planning efforts. Detail the role of the policy / procedure, and explain how each would help achieve the goals of these efforts. 
  4. Detail the processes to utilize in order to fully implement the contingency plan and its components, and explain the efforts to consider in maintaining the plans.
  5. Create a hypothetical incident scenario where the contingency planning efforts would need to be utilized and detail:                                                                                               a.  How the plan is sufficiently equipped to handle the incident.                                                                                                                                                                                                 b.  a timeline for the incident response and recovery efforts.
  6. Identify any ethical concerns that are specific to this organization and its incident response personnel (especially the CP Team Leader), and explain how to plan for these concerns. 
  7. Use at least five (5) quality resources in this assignment. Note: Wikipedia and similar Websites do not qualify as quality resources. 

urgent

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Patient family centered care: The manager of a medical surgical unit has experienced a significant drop in patient satisfaction with the primary complaints being a lack of communication to patients and their family members. Your task is to propose a move towards a patient-family centered care environment that would address this issue.

  • First review the group project problem and title.
  • Use keywords from your problem for your lookup inquiry. i.e. infection control, nurse, retention, etc. 
  • Use EBP articles no more than 5 years old. 
  • Make sure you put your name at the top and include your article citation in 7th ed. APA format of your assignment – see exemplar. 
  • There are prompts in the left column to assist you. 
  • Do not give research terms on your assignment i.e. this is a cross-sectional study or has validity unless you’re ready to explain how this will help you solve your problem. These terms are used so that you know if an article is valid and reliable. OK, so now that you found this, your job is to find out how this project will help you solve your problem. 
    • The paper is set up to determine the strength, weaknesses, opportunities, and threats of the project itself. 
    • By answering these questions, you will help guide and collaborate with your peers with constructive feedback on how to solve your problem collectively as a team.
      • Strength – Example: Did they have the support of the peers, manager, CEO. Did this project improve patient satisfaction, quality, efficiency? Usually found in the literature review and results.
      • Weakness – Example: This is the opposite. Why was this plan weak: Not enough education, no support, not enough money because of the expense? Usually found in the problem of the literature review, results, and limitations.
      • Opportunity – Example: If there wasn’t enough education, is this an opportunity? A better survey or tool? Usually found in results or limitations and future implications.
      • Threat – Example: Increased infection, possible death, etc. Usually found in the literature review. 
    • It is your job to know your article and have the ability to articulate what your article is about with your peers and with your instructor. 
    • During the virtual class, you may be asked to elaborate on your article. So know your article! 
  • Please note that the exemplar provided received maximum points. 
  • Submit both the Assignment and Article in the BrightSpace Assignment submission folder. 

WEEK 2 SOAP POWER POINT

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For this assignment, you are to complete a clinical case – narrated PowerPoint report that will follow the SOAP note example provided below. The case report will be based on the clinical case scenario list below.  

You are to approach this clinical scenario as if it is a real patient in the clinical setting.

Instructions:

Step 1 – Read the assigned clinical scenario and using your clinical reasoning skills, decide on the diagnoses. This step informs your next steps.
Step 2 – Document the given information in the case scenario under the appropriate sections, headings, and subheadings of the SOAP note.
Step 3 – Document all the classic symptoms typically associated with the diagnoses in Step 1. This information may NOT be given in the scenario; you are to obtain this information from your textbooks. Include APA citations.

Example of Steps 1 – 3:
You decided on Angina after reading the clinical case scenario (Step 1)
Review of Symptoms (list of classic symptoms):
CV: sweating, squeezing, pressure, heaviness, tightening, burning across the chest starting behind the breastbone
GI: indigestion, heartburn, nausea, cramping
Pain: pain to the neck, jaw, arms, shoulders, throat, back, and teeth
Resp: shortness of breath
Musculo: weakness

Step 4 – Document the abnormal physical exam findings typically associated with the acute and chronic diagnoses decided on in Step 1. Again, this information may NOT be given. Cull this information from the textbooks. Include APA citations.

Example of Step 4:
You determined the patient has Angina in Step 1
Physical Examination (list of classic exam findings):
CV: RRR, murmur grade 1/4
Resp: diminished breath sounds left lower lobe

Step 5 – Document the diagnoses in the appropriate sections, including the ICD-10 codes, from Step 1. Include three differential diagnoses. Define each diagnosis and support each differential diagnosis with pertinent positives and negatives and what makes these choices plausible. This information may come from your textbooks. Remember to cite using APA.

Step 6 – Develop a treatment plan for the diagnoses. Only use National Clinical Guidelines to develop your treatment plans. This information will not come from your textbooks. Use your research skills to locate appropriate guidelines. The treatment plan must address the following:
a) Medications (include the dosage in mg/kg, frequency, route, and the number of days)
b) Laboratory tests ordered (include why ordered and what the results of the test may indicate)
c) Diagnostic tests ordered (include why ordered and what the results of the test may indicate)
d) Vaccines administered this visit & vaccine administration forms given,
e) Non-pharmacological treatments
f) Patient/Family education including preventive care
g) Anticipatory guidance for the visit (be sure to include exactly what you discussed during the visit; review Bright Futures website for this section)
h) Follow-up appointment with a detailed plan of f/u

CLINICAL CASE SCENARIOA 7-month-old male child arrives at your clinic for a well-child examination. His family recently emigrated to the United States from West Africa. His medical history is positive for abdominal pain and his family history is positive for maternal hypertension and paternal hyperlipidemia. The father smokes a pack a day and smokes in the home. The child’s sole source of nutrition is goat’s milk. He appears to be healthy on examination and his point-of-care complete blood count shows large red blood cells. Today, his vitals are as follows: weight 18.3 lbs, height 27.2 inches, BP 80/56, HR 100, RR 26, and Temperature is 98.6 F.

Diagnosis – Megaloblastic Anemia

As you develop your narrated PowerPoint, be sure to address the criteria discussed in the video above and the instructions listed below:

FOLLOW THE TEMPLATE BELOW for the Clinical Case Report – SOAP PowerPoint Assignment:

DO NOT INCLUDE THESE INSTRUCTIONS IN THE POWERPOINT. POINTS WILL BE DEDUCTED. REFER TO THE EXAMPLE CASE REPORT FOR GUIDANCE.

SUBJECTIVE (S): Describes what the patient reports about their condition.
For INITIAL visits gather the info below from the clinical scenario and the textbook. DO NOT COPY AND PASTE THE SCENARIO; EXTRACT THE RELEVANT INFORMATION.

Historian (required; unless the patient is 16 y/o and older): document name and relationship of guardian
Patient’s Initials + CC (Identification and Chief Complaint): E.g. 6-year-old female here for evaluation of a palmar rash
HPI (History of Present Illness): Remember OLD CAARTS (onset, location, duration, character, aggravating/alleviating factors, radiation, temporal association, severity) written in paragraph form
PMH (Past Medical History): List any past or present medical conditions, surgeries, or other medical interventions the patient has had. Specify what year they took place
MEDs: List prescription medications the patient is taking. Include dosage and frequency if known. Inquire and document any over-the-counter, herbal, or traditional remedies.
Allergies: List any allergies the patient has and indicate the reaction. e.g. Medications (tetracycline-> shortness of breath), foods, tape, iodine->rash
FH (Family History): List relevant health history of immediate family: grandparents, parents, siblings, or children. e.g. Inquire about any cardiovascular disease, HTN, DM, cancer, or any lung, liver, renal disease, etc…
SHx (Social history): document parent’s work (current), educational level, living situation (renting, homeless, owner), substance use/abuse (alcohol, tobacco, marijuana, illicit drugs), firearms in-home, relationship status (married, single, divorced, widowed), number of children in the home (in SF or abroad), how recently pt immigrated to the US and from what country of origin (if applicable), the gender of sexual partners, # of partners in last 6 mo, vaginal/anal/oral, protected/unprotected.

Patient Profile: Activities of Daily Living (age-appropriate): (include feeding, sleeping, bathing, dressing, chores, etc.), Changes in daycare/school/after-school care, Sports/physical activity, and Developmental History: (provide a history of development over the child’s lifespan. If a child is 1y/o or younger, provide birth history also)

HRB (Health-related behaviors):
ROS (Review of Systems): Asking about problems by organ system systematically from head-to-toe. Included classic associated symptoms (this includes pertinent negatives and positives).

OBJECTIVE: Physical findings you observe or find on the exam.
1. Age, gender, general appearance
2. Vitals – HR, BP, RR, Temp, BMI, Height & Percentile; Weight & Percentile, Include the Growth Chart
3. Physical Exam: note pertinent positives and negatives (refer to the textbook for classic findings related to present complaint and the diagnosis you believe the patient has)
4. Lab Section – what results do you have?
5. Studies/Radiology/Pap Results Section – what results do you have?

RISK FACTORS: List risk factors for the acute and chronic conditions

ASSESSMENT: What do you think is going on based on the clinical case scenario? This is based on the case. You are to list the acute diagnosis and three differential diagnoses, in order of what is likely, possible, and unlikely (include supporting information that helped you to arrive at these differentials). You must include the ICD-10 codes, the definition for the acute and differential diagnoses, and the pertinent positives and negatives of each diagnosis.

You are to also list any chronic conditions with the ICD-10 codes.

NATIONAL CLINICAL GUIDELINES: List the guidelines you will use to guide your treatment and management plan

TREATMENT & MANAGEMENT PLAN: Number problems (E.g. 1. HTN, 2. DM, 3. Knee sprain), use bullet points, and include A – F below for each diagnosis and G – H after you’ve addressed all conditions.

Example:
1. HTN
a) Vaccines administered this visit & vaccine administration forms given,
b) Medication-include dosage amounts and mg/kg for drug and number of days,
c) Laboratory tests ordered
d) Diagnostic tests ordered
e) Non-pharmaceutical treatments
f) Patient/Family education including preventive care

2. HLD
a) Vaccines administered this visit & vaccine administration forms given,
b) Medication-include dosage amounts and mg/kg for drug and number of days,
c) Laboratory tests ordered
d) Diagnostic tests ordered
e) Non-pharmaceutical treatments
f) Patient/Family education including preventive care
Also discussed:
g) Anticipatory guidance for next well-child visit (be sure to include exactly what you discussed during the visit; review Bright Futures website for this section)
Return to the clinic:
h) Follow-up appointment with a detailed plan for f/u and any referrals