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Herbal Medicine Specialist

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Herbal Medicine Consultation Note

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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

Herbal Medicine Note

Patient Identification: [Patient name, age, gender, presenting complaint or reason for visit]

History of Present Illness:
[Description of current symptoms, onset, duration, severity, associated factors, previous treatments tried, and response]

Past Medical History:
(hyphenated list)
- [Relevant medical conditions]
- [Surgical history]
- [Hospitalizations]

Medications:
(hyphenated list)
- [Current prescription medications]
- [Over-the-counter medications]
- [Herbal supplements: name, dose, frequency, duration]

Allergies:
(hyphenated list)
- [Drug allergies]
- [Food allergies]
- [Environmental allergies]

Family History:
(hyphenated list)
- [Relevant family medical conditions]

Social History:
(hyphenated list)
- [Tobacco use: type, amount, duration]
- [Alcohol use: type, amount, frequency]
- [Recreational drug use: type, amount, frequency]
- [Dietary habits]
- [Physical activity]
- [Occupation]
- [Living situation]

Physical Examination:
(hyphenated list)
- [Vital signs with units] (e.g., HR: #, BP: #, T: #, RR: #, O2 sats: #%)
- [General appearance]
- [Relevant system findings] (Format as "System: Exam findings", one system per line)

Investigations:
(hyphenated list)
- [Laboratory results]
- [Imaging results]
- [Other relevant tests]

Herbal Medicine Assessment:
[Summary of patient’s condition, suitability for herbal therapy, and rationale for herbal intervention]

Herbal Medicine Plan:
(hyphenated list)
- [Herbal remedy: name, dose, route, frequency, duration]
- [Source and preparation instructions]
- [Potential interactions and contraindications]
- [Monitoring plan for efficacy and adverse effects]
- [Patient education and counselling]
- [Follow up plan]
- [Return precautions]

Shared by

AL

Dr. Aino Laine

General Practitioner, Finland

How it works in Notat

Add this template to your library, record the visit as usual, and Notat drafts the note in this exact structure from the extracted clinical facts. You review, edit, and sign.

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