Detailed SOAP Note (A & P separate)
A professional Family Medicine template for healthcare professionals.
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Chief Complaint
General Medical Note Template
HPI
[Provide a detailed history of present illness including onset, duration, characteristics, associated symptoms, relieving factors and aggravating factors, and any relevant context or changes since last visit.]
Current Meds
[List all current medications the patient is taking, including dosage and frequency. List each med on a different line with a - to start the new line. For example: - [Drug] - [dosage and frequency]]
Allergies
[Document any known allergies Put drug allergies first, then environmental, then food and their relevant reaction. List in each one on a new line with - at the start. For example: - [drug] ([reaction])
Surgeries
[List all past surgeries with approximate dates. For example: - [Surgery name] ([Date or Year])]
Family Hx
[Provide relevant family medical history including health status or cause of death for immediate family members such as mother, father, siblings. For example: - Mother ([deceased or living]) - [Relevant conditions] - Father - [Relevant conditions] - Brother - [Relevant conditions]
Social
[Describe patient's social history including hobbies, exercise and eating habits, tobacco use, alcohol use, illicit drug use, living situation, and relationship status.]
Past Medical History
Lab Results
[List relevant laboratory results with dates and values. Include any pending results if applicable]
Diagnosis
[List diagnoses with corresponding ICD-10 codes. For example: - ICD 10 code: Diagnosis - ICD 10 code: Diagnosis - ICD 10 code: Diagnosis]
Treatment Plan
[Outline the treatment plan discussed during the visit. Include the following for each problem: 1. Problem - For acute problems, include differential diagnosis and pertinent vital signs. - Medications prescribed. - Education about medication adverse effects. - Patient education and counseling. - Instructions for return to clinic or emergency care for red flag symptoms (e.g., shortness of breath, chest pain, worsening symptoms, fever). 2. Problem - Relevant symptoms or chronic problems being managed. - Trends of relevant labs. - Medications used or medication changes/added. - Education about medications adverse effects - Any relevant patient counseling 3. Problem - Relevant symptoms or chronic problems being managed. - Trends of relevant labs. - Medications used or medication changes/added. - Education about medications adverse effects - Any relevant patient counseling [Continue adding problems with the template above if there are more] [only include preventative if discussed] Preventative: - Colonoscopy: [Status or date] - Immunizations: [List or UTD] - Dental: [Status or date] - Vision: [Status or date] - PSA: (men only) [Status or date] - PAP/Mammogram: (female only) [Status or date] - [if annual labs are discussed please state which annual labs ordered: CBC, CMP, TSH w/reflex, lipid panel, A1c) Follow-up in [number] (months or week) for chronic condition management. Patient instructed to return to clinic as needed for new or worsening symptoms. [Document total time spent on encounter in minutes, including review of history/records, exam, counseling, care coordination, and documentation.]
Preventative
[Document status of preventative health measures. Include dates or note if up to date (UTD). For example: - Colonoscopy: [Date or UTD] - (For females only) Pap: [Date or UTD] - (For females only) Mammogram: [Date or UTD] - (For males only) PSA: [Date or UTD] - Immunizations: [List or UTD] - Eye Exam: [Date or UTD] - Dental: [Date or UTD]
Orders
[List any orders for labs, imaging, or diagnostic tests placed during the encounter.]
New Medications
[List any new medications prescribed during this visit.]
Stopped Medications
[List any medications discontinued during this visit.]
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How to use this template
This comprehensive new patient template helps establish care by capturing complete medical history, current concerns, and baseline health status. Use this for patients during their initial visit to create a thorough medical record.
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