Latest - Medical Note Template V2
A professional Family Medicine template for healthcare professionals.
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HPI
Collateral History
[Document any details from conversations from others involved in the patient's care, including RCMP, nursing staff, caregivers and family members, using factual statements and quotations when appropriate]
Relevant Psychosocial Factors
[Include information about the patient's psychosocial environment, stressors, and support systems]
Changes in Symptoms
[Document any changes in symptoms since the last emergency department visit or hospitalization, if relevant. This is extremely important if the patient is a repeating patient. Explain all changes in symptoms clearly]
The Review of Systems
[Document a system-by-system review of symptoms the patient is experiencing. Include all symptoms and concerns that the patient addressed during the visit. Ensure this is clearly detailed in the note as a ROS]
Current Medications
[Detail all medications and doses, including recent medication or dosage changes, and whether the patient consistently takes their medications]
Allergies
[Include any allergies or adverse reactions to medications]
Past Medical History
[Separate information about all past medical conditions and surgeries using a numbered list]
Past Surgical History
[Include any information about past surgical history.]
Family History
[Include any psychiatric family history]
Social History
[Detail living circumstances, relationships, substance use, history of incarceration, abuse, occupation, ability to function at home and at work.]
Chief Complaint
Latest - Medical Note Template V2
Vital Signs
[As per the electronic triage note above. Note if patient refused to have vital signs taken]
Mental Status Exam
[Appearance: Describe the patient's appearance, including grooming, clothing, and any notable physical characteristics, including if they appear their stated age] Behavior: [Note the patient's behavior during the session, such as cooperation, agitation, slowing, or other observations] Speech: Rate, [rapid, pressured or slow], rhythm, tone of voice, volume, clarity and quantity of speech. Mood: [Document the patient's predominant mood during the session, such as anxious, depressed, euthymic, etc. Document their subjective and objective emotional state, mood congruence, appropriateness, quality, range, and stability.] Affect: [Describe the patient's emotional expression, including appropriateness and range] Thought Process: [Assess the patient's thought process, including any whether it is logical, circumstantial, tangential, if there are flight of ideas, thought blocking, word salad, echolalia, or neologisms] Thought Content: [Discuss the content of the patient's thoughts, including any obsessions, delusions, or suicidal/homicidal ideation] Perception: [Note any perceptual disturbances, such as auditory or visual hallucinations or delusions and their type, any appearance of responding to internal stimuli, depersonalization, and derealization.] Cognition: [Evaluate the patient's cognitive functioning, including orientation, memory, and concentration] Insight and Judgment: [Document the patient's understanding of what is happening to them and their need to have treatment and whether they can use facts to make reasonable decisions with sound judgments.]
Physical Examination
[Document findings from the physical examination, including any abnormalities, tenderness, or relevant clinical signs. If "normal exam" is stated it should be documented as: Chest: GAEB, no increased WOB, no crackles or wheezes, CVS: S1, S2, no S3, S4, no murmur, pulses present in all 4 extremities with no leg swelling or tenderness, Abd: soft, non-tender, no CVAT, no rebound or guarding, Neuro: CN III-XII normal, Strength 5/5 in all 4 extremities, sensation intact to LT, normal FNF, no PD, normal gait. Only include this section if a physical exam is performed and described]
Test Results
[Include any relevant laboratory tests, imaging studies, or other diagnostic results, providing details of the results if available]
Clinical Impression
[Discuss the physician's overall impressions of the patient's health status and any concerns or areas of focus]
Differential Diagnosis
[Provide a professional analysis of the patient's medical condition and any applicable differential diagnoses based on the conversation and examination]
Reassessment
[Leave this section blank]
Problem
Plan
[Outline the management and treatment plan discussed during the visit, including medications prescribed, therapies recommended, and any referrals to specialists or additional diagnostic tests. Extract all relevant information directly from the transcript. Output it in numeric list style]
Plan
[Outline the management and treatment plan discussed during the visit, including medications prescribed, therapies recommended, and any referrals to specialists or additional diagnostic tests. Extract all relevant information directly from the transcript. Output it in numeric list style]
Patient Education
[Include all educational information provided to the patient regarding their condition, medications, or lifestyle modifications. List patient instructions clearly, in a numbered format. Each instructions should have additional detail on what was prescribed and be on its own line]
Follow-up
[Specify the date and nature of the next follow-up appointment or any required monitoring]
Surgery Discussion
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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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