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Finished note
Example — generated by Notat from a sample visit
Reason for consultation: Review of gradually worsening exertional breathlessness over two months. No chest pain at rest or syncope. Assessment: Stable clinical presentation requiring further outpatient evaluation. Plan: Arrange relevant investigations, continue current medicines, and advise urgent assessment for chest pain, fainting, or breathlessness at rest. Clinical documentation: Relevant symptoms, meaningful negatives, assessment, and follow-up advice were captured from the sample visit and organised into the selected template.
FactsContext™
symptoms
Breathlessness: Progressive exertional breathlessness over two months
denials of symptoms
Denies: Associated symptoms: No chest pain at rest or syncope
Denies: Relevant denials: Relevant red flags and absent symptoms were retained to support the documented assessment.
medications
Current treatment: Continue established medicines pending review
plan
Investigations: Outpatient investigations arranged
Safety-netting: Follow-up triggers and urgent return precautions were documented as part of the plan.
history of present illness
Visit focus: The main concern, timeline, and functional impact were identified from the conversation.
Template
TIME: [Insert date and time] IDENTIFICATION: [Insert name of patient] is a [insert age in years] [insert gender] with a clinical frailty score of [#/9]. [Insert pronoun] was seen for a comprehensive geriatric assessment with concerns for [insert presenting concerns]. COLLATERAL CONTACTS: Consent for collateral information was obtained. 1. [Name, phone number] 2. [Name, phone number] (numeric list) PAST MEDICAL HISTORY: 1. [Condition] 2. [Condition] (numeric list) MEDICATIONS: Prescriptions are filled at [insert name and phone number of pharmacy] Current medications include: 1. [Drug name, dosage, frequency] 2. [Drug name, dosage, frequency] (numeric list) Allergies: [Insert allergies or NKDA] HABITS: Smoking: [Insert details] Alcohol: [Insert details] Cannabis and other: [Insert details] HISTORY OF PRESENT ILLNESS: [Insert detailed history of present illness in detailed paragraphs] GERIATRIC REVIEW OF SYSTEMS: 1. Cognition: [Insert findings] 2. Mood: [Insert findings] 3. Falls: [Insert findings] 4. Vision: [Insert findings] 5. Hearing: [Insert findings] 6. Sleep: [Insert findings] 7. Nutrition: [Insert findings] 8. Pain: [Insert findings] 9. Continence: [Insert findings] 10. Exercise tolerance: [Insert findings] 11. Abuse/neglect: [Insert findings] FUNCTIONAL HISTORY: 1. ADLs: [Insert details] 2. IADLs: [Insert details] 3. Adaptive equipment: [Insert details] 4. Community services: [Insert details] SOCIAL HISTORY: Birth place: [Insert details] Education level: [Insert details] Occupation: [Insert details] Housing arrangement: [Insert details] Family: [Insert details] Attorney for personal care: [Insert details] Hobbies and interests: [Insert details] EXAMINATION: [Insert physical exam findings] COGNITIVE TESTING: [Insert cognitive testing results] INVESTIGATIONS: Labs: [Insert relevant lab results] PFTs: [Report only FVC, FEV/FVC, DLCO] ECHO: [Report only EF and any valvular abnormalities] ECG: [Report rhythm and QTc] GERIATRIC ISSUES AND RECOMMENDATIONS: In summary, [Insert summary and recommendations]
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Dr. Daniel Visser
Geriatrician, Netherlands
How it works in Notat
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