Diabetes Flow Sheet Template

A diabetes flow sheet is the running record a primary care team keeps for each person with diabetes: the targets, a line of results for every visit, and the checks that are due. Copy the free template, see a type 2 example over a year and a type 1 example on a pump, and check what goes in each part.

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Blank diabetes flow sheet template

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DIABETES FLOW SHEET

Patient: [Name, date of birth]
Care team: [Lead clinician, nurse or diabetes educator, pharmacist, dietitian, specialists]

DIAGNOSIS AND TARGETS
Diabetes type: [Type 1, type 2, or another type, and what the diagnosis rests on]
Diagnosed: [Month and year]
Other conditions: [Hypertension, kidney disease, heart disease, heart failure, retinopathy, neuropathy, or none]
Allergies: [Drug and reaction, or none known]
A1c target: [Such as 7.0% or below, or another target and the reason for it]
Blood pressure target: [Such as below 130/80]
LDL target: [Value in mmol/L or mg/dL, or a percentage drop]
Glucose target: [Fasting range, or CGM time in range]
Targets agreed: [Date, and with whom]

VISIT TABLE
One line per visit, oldest first. Put a dash where a test wasn't done.
Units: LDL in [mmol/L or mg/dL], urine ACR in [mg/mmol or mg/g], weight in [kg or lb]
Date · A1c % · BP · Weight, BMI · LDL · eGFR · Urine ACR
[Date] · [A1c] · [BP] · [Weight, BMI] · [LDL] · [eGFR] · [ACR]
[Date] · [A1c] · [BP] · [Weight, BMI] · [LDL] · [eGFR] · [ACR]
[Date] · [A1c] · [BP] · [Weight, BMI] · [LDL] · [eGFR] · [ACR]
[Date] · [A1c] · [BP] · [Weight, BMI] · [LDL] · [eGFR] · [ACR]

GLUCOSE DATA
Monitoring: [Meter, CGM, or none; the device, and how often]
CGM, the 14 days before each visit, time in range 3.9 to 10.0 mmol/L or 70 to 180 mg/dL:
[Date] · [In range %] · [Below range %] · [Wear time %] · [GMI or average glucose]
[Date] · [In range %] · [Below range %] · [Wear time %] · [GMI or average glucose]
Meter readings: [Usual fasting and after-meal ranges, and how many readings]

CHECKS DUE
Eye exam: [Date last done, result, next due]
Foot exam: [Date, monofilament, pulses, skin, risk level, next due]
Kidney: [eGFR and urine ACR, date last done, next due]
Lipids: [Date last done, next due]
Dental: [Date of last visit, next due]
Other tests: [B12 on metformin, thyroid in type 1, or others, with dates]

HYPOGLYCEMIA AND DRIVING
Lows since last visit: [Number, lowest reading, time of day, likely cause]
Severe lows: [Episodes that needed another person's help, with date and treatment]
Awareness: [Feels lows coming on, or reduced awareness, and a score if used]
Glucagon: [Prescribed, date, and who at home can give it]
Driving: [Drives or not; glucose check before driving; what to do if low at the wheel; licensing rules and any report made]

MEDICATIONS AND PROTECTION
Diabetes medicines: [Each drug and dose, or the pump and its mode]
Changes by date: [Date, drug, change, and reason]
Statin: [Drug and dose, not indicated, or declined]
ACE inhibitor or ARB: [Drug, dose, and indication, or not indicated]
SGLT2 inhibitor or GLP-1 receptor agonist: [Drug, dose, and indication such as kidney disease, heart disease, or heart failure, or not indicated]
Aspirin: [For established heart disease, or not indicated]
Pregnancy planning: [Contraception and plans where relevant, and drugs to stop before pregnancy]
Side effects: [Reported, and what was done]

VACCINES, SMOKING, AND MENTAL HEALTH
Influenza: [Date of this season's dose]
Pneumococcal: [Vaccine and date]
Other vaccines: [COVID-19, hepatitis B, zoster, or others due by age and current guidance, with dates]
Smoking and vaping: [Never, former, or current; quit support offered]
Mood and distress: [Tool, score, and date, such as PHQ-2, PHQ-9, or a diabetes distress scale]
Support offered: [Counseling, peer support, referral, or none needed]

SELF-MANAGEMENT AND SICK DAYS
Patient's goals: [In the patient's words, with progress at each visit]
Education and programs: [Topics and dates: lows, foot care, eating plan, carbohydrate counting, injection or pump skills; diabetes education, dietitian, or peer programs]
Sick-day guidance: [Medicines to pause, glucose and ketone checks, when to restart, when to get help, date given]

NEXT STEPS
Due before the next visit: [Tests and referrals, and who arranges them]
Next visit: [Date and type]
Updated by: [Name, credentials, date]

Use it for

  • Diabetes reviews every 3 to 6 months
  • Yearly eye, foot, and kidney checks
  • Nurse and educator visits
  • Pump and CGM users
  • Shared care with a diabetes clinic

Two filled examples. Every part, filled in.

Each one follows the template. Use them to judge how much detail every part needs.

Diabetes flow sheet: type 2 diabetes, four visits in a year

Family practice, updated at the October 2026 visit

Diagnosis and targets

58-year-old man, sales manager, drives for work. Type 2 diabetes, diagnosed March 2019 with an A1c of 7.2% and a fasting glucose of 8.1 mmol/L (146 mg/dL). Other conditions: hypertension since 2017; moderately raised urine albumin found in August 2025 and confirmed in November. No heart disease. Allergies: none known. Targets agreed with him on November 12, 2025: A1c 7.0% or below; blood pressure below 130/80; LDL below 1.8 mmol/L (70 mg/dL); fasting glucose 4.0 to 7.0 mmol/L (72 to 126 mg/dL).

Visit table

Units: LDL in mmol/L with mg/dL after it; urine ACR in mg/mmol with mg/g after it. Nov 12, 2025: A1c 8.6% · BP 142/86 · 98 kg (216 lb), BMI 31.0 · LDL 3.4 (131) · eGFR 71 · ACR 4.8 (42). Feb 18, 2026: A1c 7.9% · BP 135/82 · 96 kg (212 lb), BMI 30.4 · LDL 1.7 (66) · eGFR 66 · ACR —. May 20, 2026: A1c 7.4% · BP 130/78 · 94 kg (207 lb), BMI 29.7 · LDL — · eGFR 68 · ACR 3.4 (30). Oct 28, 2026: A1c 7.1% · BP 127/76 · 93 kg (205 lb), BMI 29.4 · LDL 1.6 (62) · eGFR 69 · ACR 2.6 (23).

Glucose data

Meter, fasting, 3 mornings a week; no CGM. November 2025: fasting 8 to 11 mmol/L (144 to 198 mg/dL). February 2026: 7 to 9 mmol/L (126 to 162 mg/dL). October 2026: 5.5 to 7.5 mmol/L (99 to 135 mg/dL), from 36 readings.

Checks due

Eye exam: last done March 2023, more than a year overdue when the sheet was reviewed on May 20, 2026. Referred that day; retinal photos on June 9 showed mild nonproliferative retinopathy in both eyes, no macular edema. Next due June 2027, then yearly. Foot exam: October 28, 2026; monofilament felt at every site on both feet, pedal pulses present, skin intact, no calluses; low risk; next due October 2027. Kidney: eGFR and urine ACR October 2026; next due April 2027, every 6 months while albuminuria is followed. Lipids: October 2026; next due October 2027. Dental: cleaning April 2026; next due now. B12 on metformin: November 2025, normal; next due November 2027.

Hypoglycemia and driving

Lows: none. Metformin and dapagliflozin seldom cause lows on their own, so no glucose check is needed before he drives. Revisit if insulin or a sulfonylurea is ever added.

Medications and protection

Diabetes medicines: metformin 1000 mg twice daily; dapagliflozin 10 mg each morning. Changes by date: Nov 12, 2025, dapagliflozin 10 mg added for an A1c of 8.6% and albuminuria; same day, rosuvastatin 10 mg started, after he stopped atorvastatin in 2024 because of muscle aches. No changes since. Statin: rosuvastatin 10 mg, no aches; LDL 1.6 mmol/L (62 mg/dL), at target. ACE inhibitor: ramipril 10 mg daily since 2017, for blood pressure and now for albuminuria too. SGLT2 inhibitor: dapagliflozin, for glucose and to protect his kidneys; eGFR dipped from 71 to 66 at 3 months, as expected, and has held at 68 to 69. GLP-1 receptor agonist: offered in May for weight and as the next step if the A1c rises; he prefers to keep going with diet and walking first. Aspirin: not indicated, with no heart disease. Side effects: one genital yeast infection in January 2026, cleared with a cream from the pharmacy; hygiene advice given; none since.

Vaccines, smoking, and mental health

Influenza: October 28, 2026. Pneumococcal: conjugate vaccine February 18, 2026. Other vaccines: COVID-19 per current guidance, October 2026; zoster, 2 doses finished in 2024. Smoking and vaping: former smoker, quit 2015; no vaping. Mood: PHQ-2 score 1 in November 2025, 0 in October 2026. Support: none needed; he says the falling numbers “make it feel worth it.”

Self-management and sick days

His goal in November 2025: “Stay off insulin.” Walk 30 minutes at lunch on 5 days a week: met since March. Water in place of sugary drinks: met. Down 5 kg (11 lb) over the year. Education: dietitian visits in December 2025 and March 2026; foot care reviewed October 2026. Sick-day guidance given in writing when dapagliflozin started and reviewed in October: on a day of vomiting, diarrhea, or too little to eat or drink, hold dapagliflozin, metformin, and ramipril, and restart once he has eaten and drunk normally for a day or two. Get seen urgently for nausea, stomach pain, or fast breathing, even if his glucose is normal, as ketoacidosis can occur on dapagliflozin without high sugars. Hold dapagliflozin 3 days before any planned surgery.

Next steps

A1c 7.1%, just above target, falling at every visit, with no lows: no change today. Due before the next visit: A1c in January 2027, ordered today; eGFR and urine ACR in April 2027; dental cleaning, which he will book. Next visit: January 27, 2027, in person. Updated by: family physician, October 28, 2026.

What goes in each part.

Diagnosis and targets

The diabetes type, and the agreed targets every result below is read against.

  • Type of diabetes, and what the diagnosis rests on
  • Month and year of diagnosis, which sets when eye and kidney screening start in type 1
  • Conditions that change targets or drug choices: kidney disease, heart disease, heart failure
  • A1c, blood pressure, LDL, and glucose targets, with the date agreed

Avoid: One target for everyone. An older adult with frequent lows may need a looser A1c goal; write the reason beside it.

Visit table

One line per visit, so the trend shows at a glance next to each medicine change.

  • Date, A1c, blood pressure, weight, and BMI at each visit
  • LDL, eGFR, and urine albumin-to-creatinine ratio when they were done
  • The units, written once: mmol/L or mg/dL, mg/mmol or mg/g
  • A dash for a test not done, so a gap isn’t read as a normal result

Avoid: A number with no unit. An LDL of 2.4 and an LDL of 93 can be the same result in mmol/L and mg/dL.

Glucose data

Meter or CGM results by visit. For people on insulin, they say more than the A1c.

  • The device, and how often the patient checks
  • CGM: time in range, time below range, and wear time over 14 days
  • The glucose management indicator, or average glucose
  • Meter users: usual fasting and after-meal ranges, and the number of readings

Avoid: Quoting time in range without wear time. If the sensor was worn for less than about 70% of the 14 days, the figures may mislead.

Checks due

Each periodic check, with the date last done, the result, and the date next due.

  • Eye exam, and any retinopathy found
  • Foot exam: 10-g monofilament, pedal pulses, skin, and risk level
  • eGFR and urine albumin-to-creatinine ratio
  • Lipids and dental visits
  • Other tests as indicated, such as B12 on long-term metformin or thyroid tests in type 1

Avoid: Writing only the last date. Add the next due date, so an overdue check stands out the next time the sheet is opened.

Hypoglycemia and driving

Lows since the last visit, awareness, glucagon, and the driving advice given, for anyone on insulin or a sulfonylurea.

  • How many lows, the lowest reading, and any severe low that needed another person’s help
  • Awareness of lows, with a score such as the Gold score if you use one
  • Glucagon prescribed, and who at home can give it
  • The driving discussion, and any report made to the licensing authority

Avoid: “No lows” with no question behind it. Ask about lows overnight, at work, after exercise or alcohol, and while driving.

Medications and protection

The diabetes medicines, each change with its date and reason, and the drugs that protect the heart and kidneys.

  • Each diabetes medicine and dose, and changes by date
  • A statin, or the reason there isn’t one
  • An ACE inhibitor or ARB where indicated, such as albuminuria
  • An SGLT2 inhibitor or GLP-1 receptor agonist where there is kidney disease, heart disease, or heart failure
  • Contraception and pregnancy plans, where relevant, since some of these drugs are stopped before pregnancy

Avoid: Listing medicines with no indication. Write why each protective drug is there, or why it isn’t.

Vaccines, smoking, and mental health

The prevention items that slip between busy diabetes visits.

  • Influenza each season, pneumococcal, COVID-19, and others due by age and current guidance
  • Smoking and vaping status, and quit support offered
  • A mood or diabetes distress screen, with the tool and score
  • Support or referral offered

Avoid: Screening for depression and missing distress. Diabetes distress is common, shows up as burnout with self-care, and needs its own question.

Self-management and sick days

The patient’s goals, the education they’ve had, and their sick-day plan.

  • Goals in the patient’s words, with progress
  • Education topics and dates: treating lows, foot care, eating plan, carbohydrate counting, pump skills
  • Sick-day guidance: medicines to pause, glucose and ketone checks, and when to get help
  • The date each was given or last reviewed

Avoid: Sick-day advice given once and never revisited. Review it whenever a drug that needs pausing is started, such as an SGLT2 inhibitor.

Common mistakes, and how to avoid them.

Last done, but never next due

A date in the past doesn’t say what is overdue. Write the next due date beside every check, so a missed eye exam shows at the next visit, not years later.

An A1c with no CGM data

An A1c is an average. In someone on insulin it can look acceptable while lows hide underneath. Record time in range and time below range beside it.

Not asking about lows every time

For anyone on insulin or a sulfonylurea, ask about lows at every visit, including overnight and at the wheel, and record each severe episode and the driving advice given.

A1c at target, protection missing

A good A1c doesn’t mean care is complete. Check the statin, the ACE inhibitor or ARB, and an SGLT2 inhibitor or GLP-1 receptor agonist against each patient’s indications.

Leaving out results from elsewhere

Tests from a hospital, a specialist clinic, or another lab belong in the table too. Without them the trend has gaps, and tests get repeated.

Talk through the review. Vero writes the update.

Vero Scribe writes the flow sheet entries in your template from the visit, with the patient’s consent, or from your dictation. You review and edit every section, then copy it into your record or export it to Word or PDF. Vero works in 60+ languages.

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Frequently asked questions.

What is a diabetes flow sheet?

A running record for one person with diabetes. It holds the agreed targets, a line of results for every visit, the yearly checks with their due dates, and the medicines that protect the heart and kidneys, so anyone on the team can see the trend and what is due before the visit starts.

What should a diabetes flow sheet include?

The diabetes type, date of diagnosis, and targets; A1c, blood pressure, weight, BMI, LDL, eGFR, and urine albumin-to-creatinine ratio by visit; CGM or meter data; eye, foot, kidney, lipid, and dental checks with due dates; lows and driving; medicines and changes; heart and kidney protection; vaccines; smoking; a mood or distress screen; self-management goals; and sick-day guidance.

How often should each diabetes check be done?

An A1c about every 3 months while treatment is changing or above target, and about every 6 months once stable at target. Blood pressure at every visit. An eye exam every 1 to 2 years when there is no retinopathy, and at least yearly when there is. A foot exam and kidney tests at least once a year. In adults with type 1, eye and kidney screening usually start 5 years after diagnosis. Follow current guidelines where you practice.

How is a flow sheet different from a follow-up note or a care plan?

A follow-up note records one visit: the history, exam, and decisions. A care plan sets goals, roles, and an action plan across several conditions. The flow sheet is the running table between them: it shows each result against its target over time, and which checks are due, so the visit note can focus on what to change.

How do I record CGM data on a flow sheet?

Use the 14 days before each visit. Record time in range, 3.9 to 10.0 mmol/L (70 to 180 mg/dL), with a target above 70% for most adults; time below 3.9 mmol/L (70 mg/dL), under 4%; time below 3.0 mmol/L (54 mg/dL), under 1%; wear time, ideally at least 70%; and the glucose management indicator.

Is this diabetes flow sheet template free?

Yes. Copy it, or download it as a Word or text file. No account needed.

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