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Finished note
Example — generated by Notat from a sample visit
Reason for visit: Follow-up for a persistent cough and reduced energy over the past 10 days. Assessment: Symptoms are improving. No red flags identified during today's review. Plan: Continue supportive care, review worsening symptoms, and follow up if symptoms do not settle as expected. 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
Presenting concern: Persistent cough and reduced energy for 10 days
history of present illness
Progress: Symptoms are gradually improving
Visit focus: The main concern, timeline, and functional impact were identified from the conversation.
physical exam
Red flags: No red flags identified in today’s review
plan
Follow-up: Safety-netting and review if symptoms persist or worsen
Safety-netting: Follow-up triggers and urgent return precautions were documented as part of the plan.
denials of symptoms
Denies: Relevant denials: Relevant red flags and absent symptoms were retained to support the documented assessment.
Template
Genetics Consult Note [Date and time if mentioned] Patient Identification: [Patient name, age, gender, with a history of..., presenting with...] Reason for Referral: [Specific reason for genetics consult, e.g., abnormal test result, family history, suspected syndrome] History of Present Illness: (Structure symptoms and associated information into distinct paragraphs. Use full sentences and formal clinical language) Past Medical History: (hyphenated list) - [Relevant medical conditions, including previous genetic diagnoses if applicable] Surgical History: (hyphenated list) - [Procedure, date, indication] Medications: (hyphenated list) - [Medication name, dose, route, frequency] Allergies: (hyphenated list) - [e.g., No known drug allergies (NKDA)] Family History: (hyphenated list) - [Relative: Condition or pertinent diagnosis, age at diagnosis if known] - [Include three-generation pedigree information if available] - [Consanguinity if present] 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] Developmental History (if pediatric or relevant): (hyphenated list) - [Milestones: age achieved] - [School performance] - [Behavioral concerns] Physical Examination: (hyphenated list) - [Vital signs with units in one line] (e.g., HR: #, BP: #, T: #, RR: #, O2 sats: #%) - [Growth parameters: height, weight, head circumference with percentiles if pediatric] - [Dysmorphic features: description] - [System: Exam findings, one system per line] Investigations: (hyphenated list) - [Genetic testing results with details] - [Other relevant laboratory or imaging results] Assessment & Plan: [One-sentence patient summary including age, sex, and primary genetic concern or diagnosis] #) [Assessment as a numbered item if multiple issues] (hyphenated list with each corresponding plan item on a new line if mentioned) - [Further genetic testing planned or recommended] - [Referrals to other specialties] - [Genetic counseling provided or planned] - [Family member testing recommendations] - [Management or surveillance recommendations] - [Follow up plan] - [Return precautions]
Shared by
SL
Dr. Sofie Lindqvist
Clinic Director, Sweden
How it works in Notat
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