Family Medicine Template

Virtual Visit Telemed or Phone Visit

A professional Family Medicine template for healthcare professionals.

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  • Chief Complaint

  • Issue, problem or request 1

    [Issue, request, topic or condition name only] - Reasons for visit, chief complaints such as requests, symptoms etc - Duration, timing, location, quality, severity, context of complaint - Factors that worsen or alleviate symptoms, including self-treatment attempts and their effectiveness - Progression: description of how symptoms have changed or evolved over time - Previous episodes: details of past occurrences of similar symptoms, management, and outcomes - Impact on daily activities: how symptoms affect daily life, work, and activities - Associated symptoms: other focal or systemic symptoms accompanying the chief complaints

  • Issue, problem or request 2

    [Issue, request, topic or condition name only] - Reasons for visit, chief complaints such as requests, symptoms etc - Duration, timing, location, quality, severity, context of complaint - Factors that worsen or alleviate symptoms, including self-treatment attempts and their effectiveness - Progression: description of how symptoms have changed or evolved over time - Previous episodes: details of past occurrences of similar symptoms, management, and outcomes - Impact on daily activities: how symptoms affect daily life, work, and activities - Associated symptoms: other focal or systemic symptoms accompanying the chief complaints

  • Issue, problem or request 3, 4, 5 etc

    [Issue, request, topic or condition name only] - Reasons for visit, chief complaints such as requests, symptoms etc - Duration, timing, location, quality, severity, context of complaint - Factors that worsen or alleviate symptoms, including self-treatment attempts and their effectiveness - Progression: description of how symptoms have changed or evolved over time - Previous episodes: details of past occurrences of similar symptoms, management, and outcomes - Impact on daily activities: how symptoms affect daily life, work, and activities - Associated symptoms: other focal or systemic symptoms accompanying the chief complaints

  • Past Medical History

    - Contributing factors including past medical and surgical history, investigations, treatments relevant to the reasons for visit and chief complaints - Social history relevant to the reasons for visit and chief complaints (include only if explicitly mentioned) - Family history relevant to the reasons for visit and chief complaints (include only if explicitly mentioned) - Exposure history (include only if explicitly mentioned) - Immunization history and status (include only if explicitly mentioned) - Other relevant subjective information (include only if explicitly mentioned)

  • Physical or mental state examination

    [Include only if explicitly mentioned]

  • Completed investigations

    [Include only investigations with results explicitly mentioned; exclude planned or ordered investigations]

  • Issue, problem or request 1 Assessment and Plan

    [Issue, request, topic or condition name only] - Assessment: likely diagnosis (condition name only) - Differential diagnosis (include only if explicitly mentioned) - Investigations planned (include only if explicitly mentioned) - Treatment planned (include only if explicitly mentioned) - Relevant referrals (include only if explicitly mentioned)

  • Issue, problem or request 2 Assessment and Plan

    [Issue, request, topic or condition name only] - Assessment: likely diagnosis (condition name only) - Differential diagnosis (include only if explicitly mentioned) - Investigations planned (include only if explicitly mentioned) - Treatment planned (include only if explicitly mentioned) - Relevant referrals (include only if explicitly mentioned)

  • Issue, problem or request 3, 4, 5 etc Assessment and Plan

    [Issue, request, topic or condition name only] - Assessment: likely diagnosis (condition name only) - Differential diagnosis (include only if explicitly mentioned) - Investigations planned (include only if explicitly mentioned) - Treatment planned (include only if explicitly mentioned) - Relevant referrals (include only if explicitly mentioned)

  • Note

    *Never add your own patient details, assessments, plans, interventions, or evaluations. Use only information explicitly provided in the transcript, contextual notes, or clinical note.*

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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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