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Finished note
Example — generated by Notat from a sample visit
Presenting concern: Reports increased anxiety and disrupted sleep during a period of work-related stress. Denies thoughts of self-harm. Assessment: Anxiety symptoms affecting sleep and daily functioning; no immediate safety concern disclosed. Plan: Discussed coping strategies, sleep routine, and follow-up. Patient knows how to seek urgent support if safety concerns arise. 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
Anxiety: Increased anxiety during work-related stress
Sleep: Disrupted sleep
denials of symptoms
Denies: Risk: Denies thoughts of self-harm
Denies: Relevant denials: Relevant red flags and absent symptoms were retained to support the documented assessment.
plan
Support: Coping strategies, sleep routine, and follow-up discussed
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
Genetic Counsellor Note Patient Identification: [Patient name, age, gender, referral reason, relevant history] Reason for Referral: [Brief statement of reason for genetic counselling, including indication for referral] History of Present Illness: [Summary of presenting concerns, relevant symptoms, and chronology] Past Medical History: (hyphenated list) - [Relevant medical diagnoses] - [Surgical history] - [Other pertinent health information] Medications: (hyphenated list) - [Medication name, dose, route, frequency] Allergies: (hyphenated list) - [Drug/other allergies, specify reaction] Family History: (hyphenated list) - [Relative: Age, health status, relevant diagnoses, age at diagnosis, cause of death if applicable] - [Include at least three generations if possible] - [Consanguinity if present] - [Ethnic background if relevant] Social History: (hyphenated list) - [Tobacco: type, amount, duration, quit date if applicable] - [Alcohol: type, amount, frequency] - [Recreational substances: type, amount, frequency] - [Occupation: current job, exposures] - [Living situation: who lives with patient, home environment] Genetic Testing History: (hyphenated list) - [Previous genetic tests performed, results, date] - [Testing in family members, results, date] Physical Examination: (hyphenated list) - [Vital signs with units in one line] (e.g., HR: #, BP: #, T: #, RR: #, O2 sats: #%) - [Relevant physical exam findings, dysmorphic features, growth parameters] Investigations: (hyphenated list) - [Relevant laboratory, imaging, or genetic test results] Assessment: [Summary statement including risk assessment, inheritance pattern, and differential diagnosis if applicable] Plan: (hyphenated list) - [Genetic testing recommended or ordered] - [Counselling provided: inheritance, risk to relatives, reproductive options, psychosocial support] - [Referrals to other specialists] - [Educational resources provided] - [Follow up plan] - [Return precautions]
Shared by
EM
Dr. Elena Márquez
Psychiatrist, Spain
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