Screening Preventive Health

Documents to Request

• EHR preventive health maintenance module / health maintenance alert summary
• Prior screening results (mammogram, colonoscopy, Pap, LDCT, DXA, labs)
• Immunization records from state IIS
• Family history pedigree (first- and second-degree relatives)
• Risk calculators already completed (Gail model, Tyrer-Cuzick, ASCVD risk)
• Genetic testing results if applicable (BRCA, Lynch syndrome)
• Social history including sexual health, substance use, occupational exposures

Step 1: Universal Adult Screenings (Apply to All)

These USPSTF Grade A/B recommendations apply regardless of specific risk factors:

Step 2: Cancer Screenings by Demographics

Step 3: Reproductive and Sexual Health Screenings

Step 4: Age-Stratified Prevention Schedule

Generate a schedule customized to the patient's age band:

Ages 18-39:

• BP annually, BMI every visit, depression screen annually
• HIV once, HCV once (18-79), STI screening per risk
• Cervical cancer screening per Step 2
• Folic acid supplementation for women planning pregnancy (Grade A)

Ages 40-49:

• All of above plus: diabetes screening if overweight/obese
• ASCVD risk calculation; statin discussion if 10-year risk ≥10%
• Breast cancer: individualized mammography discussion
• Lung cancer: begin LDCT if meets smoking criteria

Ages 50-64:

• All of above plus: colorectal cancer screening (if not started at 45)
• Lung cancer screening annually if eligible
• Mammography every 2 years
• DXA for postmenopausal women with risk factors (FRAX)

Ages 65-75:

• All age-appropriate screenings
• AAA: one-time ultrasound for men who have ever smoked (Grade B)
• Osteoporosis: DXA for all women ≥65 (Grade B)
• Cease cervical cancer screening if adequate prior screening
• Hearing screening (USPSTF Grade I, but commonly performed)

Ages 76+:

• Individualize all screening based on life expectancy, functional status, patient preference
• Colorectal cancer: 76-85 individualized (Grade C); stop after 85
• Discontinue mammography when life expectancy <10 years

Step 5: Documentation and Shared Decision-Making

For each screening:

• Document whether screening was performed, ordered, or deferred
• If deferred: record patient-specific rationale (declined, not indicated, contraindicated)
• For Grade C recommendations (e.g., PSA, CRC 76-85): document shared decision-making discussion including benefits, harms, and patient preference
• Generate a patient-facing prevention summary with due dates for next screenings
• Update EHR health maintenance module to trigger future reminders

Checkpoint B: Post-Draft Alignment (Mandatory)

1. Are all Grade A/B recommendations addressed for the patient's age and sex?
2. Have Grade C recommendations been handled with documented shared decision-making?
3. Are screening intervals correct for each modality (e.g., colonoscopy q10y, mammogram q2y)?
4. Has family history triggered any enhanced screening protocols (e.g., early colonoscopy, BRCA assessment)?
5. Are declined screenings documented with patient rationale?

Quality Audit

• Age and sex correctly applied to USPSTF recommendation matrix
• All Grade A recommendations documented as completed, ordered, or patient-declined
• All Grade B recommendations documented as completed, ordered, or patient-declined
• Grade C recommendations addressed with shared decision-making note
• Grade D recommendations NOT ordered (e.g., no routine PSA for men ≥70)
• Cancer screening intervals match USPSTF guidelines for the chosen modality
• Smoking history documented with pack-years to determine lung cancer screening eligibility
• HIV screening offered at least once for adults 15-65
• Hepatitis C screening offered once for adults 18-79
• ASCVD risk calculated for adults 40-75 with statin decision documented
• Immunizations reviewed against ACIP schedule
• Patient-facing prevention plan generated with next screening due dates
• Health maintenance module in EHR updated with current screening status
• MIPS quality measure alignment checked for reportable screenings

Guidelines

• Never apply USPSTF recommendations without considering individual risk factors—Grade B screenings may need earlier initiation in high-risk patients (e.g., colonoscopy at 40 if first-degree relative diagnosed before 60)
• Grade I (insufficient evidence) does not mean "do not screen"—it means the evidence is inadequate to assess the balance of benefits and harms; clinical judgment applies
• USPSTF recommendations apply to asymptomatic individuals; symptomatic patients require diagnostic evaluation, not screening
• Screening benefits diminish as life expectancy shortens; avoid screening when the time horizon for benefit exceeds estimated survival
• Document the USPSTF grade for each screening ordered to support medical necessity and insurance coverage
• STI screening questions must be asked in a non-judgmental, culturally sensitive manner with confidentiality assurances
• Lung cancer screening with LDCT requires a shared decision-making visit including discussion of false positive rates (approximately 25% per round)
• Update screening protocols annually as USPSTF issues new or revised recommendations; check uspstf.org for current grades