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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
<b>Comprehensive Geriatric Assessment</b> <b>Accompanied By</b>: [Name and relationship of accompanying person] Informed Consent For CGA Obtained: [Yes/no] [Obtained from: patient/caregiver] Confirmed patient with 2 person-specific identifiers: [Yes/no] <b>Referral </b> Primary Care Practitioner: [Name] Referral Source: [Name] Referral Date: [Date] NESGS Triage Priority: [Priority level] Reason for Referral: [Reason] Patient Expectations: [Patient’s expectations] Caregiver Expectations: [Caregiver’s expectations] <b>History of Presenting Problems:</b> (hyphenated list) - Emergency Department visits in the last year: [Yes/No] - Hospitalizations in the last year: [Yes/No] - [Description of presenting problems] <b>Cognition: </b> - [History of onset and progression of cognitive impairment] <b>Current Symptoms:</b> (hyphenated list) - Decreased short term memory/Repetitiveness [Yes/No] - Word finding difficulty [Yes/No] - Decreased recognition of faces/people [Yes/No] - Disoriented in new places/getting lost [Yes/No] - Impaired executive dysfunction [Yes/No] - Loss of purposeful movement [Yes/No] <b>Summary of Cognitive Testing:</b> MMSE: - Serial Sevens: [Score out of 30], [Comments] - WORLD Backwards: [Score out of 30], [Comments] <b>Clock Drawing:</b> - Score (A=abnormal/N=normal): [Score] - Comments: [Comments] <b>Semantic Fluency:</b> - Total #: [Number] - Comments: [Comments] <b>Phonemic Fluency:</b> - Total F: [Number] - Total A: [Number] - Total S: [Number] - Total FAS: [Number] - Comments: [Comments] <b>MoCA:</b> - Score out of 30: [Score] - Comment: [Comments] Trails A: - Time in seconds: [Time] - Percentage: [Percentage] - Comments: [Comments] Trails B: - Time in seconds: [Time] - Percentage: [Percentage] - Comments: [Comments] <b>Function</b> (LEGEND: I=Independent; AP=Assistance due to physical impairment; AC=Assistance due to cognitive impairment; DP=Dependent due to physical impairment; DC=Dependent due to cognitive impairment; N/A=Never completed by patient in past) <b>Activities of Daily Living:</b> (hyphenated list) - Transferring: [Level] - Toileting: [Level] - Continence: [Level] - Eating: [Level] - Mobility: [Level] - Bathing: [Level] - Dressing: [Level] - Grooming: [Level] <b>Instrumental Activities of Daily Living:</b> (hyphenated list) - Using phone: [Level] - Grocery shopping: [Level] - Meal preparation: [Level] - Laundry: [Level] - Housekeeping: [Level] <b>Medication </b> - Function: [Description] - Compliance: [Description] - Discrepancies: [Description] - BPMH Sources: [patient/family interview, physical medication (containers/blister packs/etc.), pharmacy list, MAR (LTC/Retirement home), list from primary care or hospital, patient/family generated list] Finances: [Description] Transportation: [Description] Current Hobbies: [Description] Exercise: [Description] What the patient continues to do well/what is the patient proud of: [Description] <b>Mood</b> [Past history of depression and any past treatment/institutionalizations] (in sentences) Currently, do you often feel sad or depressed or anxious: [Yes/No] Has the patient experienced paranoia, delusions, hallucinations, or agitation/aggression?: [Yes/No] SIGECAPS: Summary of Mood Screens: - Sleep: [Positive/Negative] - Interests: [Positive/Negative] - Guilt: [Positive/Negative] - Energy: [Positive/Negative] - Concentration: [Positive/Negative] - Appetite: [Positive/Negative] - Psychomotor slowing/Agitation: [Positive/Negative] - Suicide: Active: [Positive/Negative], Passive: [Positive/Negative] Total Positive SIGECAPS: [Number] Summary of Mood Screens: - GDS: [Score] - SAST: [Score] - Cornell: [Score] - BDI: [Score] <b>Sleep: </b>[Description] <b>Nutrition</b> Have you lost any weight within the last 6 months? [Yes/No] <b>Pain:</b> [Description] <b>Falls/Dizziness</b> Have you had any falls? [Yes/No] Patient Risk Factors: (hyphenated list) [Polypharmacy, Sedative Use, Uses a mobility aid, Weakness, MSK Conditions, Vision Impairment, Hearing Impairment, Cognitive Impairment, Risk factors in the home environment, Nutritional Concerns, Postural Hypotension, Incontinence] <b>Continence</b> Bladder: Urinary Incontinence: [Yes/No] Containment Products: [Description] Stress: [Yes/No] Urgency: [Yes/No] Delay time: [Description] Frequency: [Yes/No] Nocturia: [Yes/No] Hematuria: [Yes/No] UTIs: [Yes/No] <b>Bowel:</b> Fecal Incontinence: [Yes/No] Constipation: [Yes/No] Diarrhea: [Yes/No] GI Bleed: [Yes/No] Bowel Routine: [Yes/No] <b>HEENT</b> Hearing: [Description] Vision: [Description] Dental: [Description] Seizures: [Yes/No] <b>Interventions completed by GA:</b> (hyphenated list) - [Interventions] <b>Recommendations:</b> (hyphenated list) - [Recommendations] <b>Physical Assessment:</b> - Weight (kg): [Value] - Height: [Value] - Visual Acuity: [Value] - TUG: [Value] - O2 Sat: [Value] <b>Postural Vitals:</b> - Supine Blood Pressure: [Value] - Supine Heart Rate: [Value] - Immediate Standing Blood Pressure: [Value] - Immediate Standing Heart Rate: [Value] - 2 Minutes Standing Blood Pressure: [Value] - 2 Minutes Standing Heart Rate: [Value] (Do not fabricate any section or information unless explicitly mentioned in the source material)
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Dr. Daniel Visser
Geriatrician, Netherlands
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