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Infectious Disease Physician

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Immunology Consult Note

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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

Immunology Consult Note

[Date and time]

Patient Identification: [Patient name, age, gender, with a history of relevant past medical history, presenting with chief complaint or reason for consult].

History of Present Illness:
[Detailed chronological narrative of presenting symptoms, relevant exposures, prior evaluations, treatments, and response. Include onset, duration, progression, associated symptoms, and any relevant family or social history.]

Past Medical History:
(hyphenated list)
- [Medical condition]
- [Immunization history if relevant]

Medications:
(hyphenated list)
- [Medication name, dose, route, frequency] (Include immunosuppressive or immunomodulatory agents)

Allergies:
(hyphenated list)
- [Drug/agent and reaction]
- [NKDA if no known drug allergies]

Family History:
(hyphenated list)
- [Relative: Condition or pertinent diagnosis, especially autoimmune or immunodeficiency disorders]

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]
- [Travel history, animal exposures, or other relevant epidemiological risks]

Review of Systems:
(hyphenated list)
- [Constitutional: fever, weight loss, fatigue]
- [Skin: rashes, lesions]
- [ENT: sinusitis, otitis, oral ulcers]
- [Respiratory: cough, dyspnea, recurrent infections]
- [GI: diarrhea, malabsorption]
- [GU: infections, hematuria]
- [Musculoskeletal: joint pain, swelling]
- [Neurologic: weakness, neuropathy]
- [Other relevant systems]

Physical Examination:
(hyphenated list)
- [Vital signs with units in one line] (e.g., HR: #, BP: #, T: #, RR: #, O2 sats: #%)
- [General: appearance, distress]
- [Skin: rashes, lesions, findings]
- [HEENT: oral ulcers, lymphadenopathy]
- [Lungs: breath sounds, adventitious sounds]
- [Cardiac: murmurs, rubs]
- [Abdomen: organomegaly, tenderness]
- [Musculoskeletal: joint swelling, deformities]
- [Neurologic: focal deficits]
- [Other relevant findings]

Investigations:
(hyphenated list)
- [Laboratory results: CBC, immunoglobulins, complement, autoantibodies, specific immune function tests]
- [Imaging results if relevant]
- [Other diagnostic studies]

Assessment & Plan:
[One-sentence patient summary including age, sex, and primary immunologic concern or diagnosis]

#) [Diagnosis or problem 1]
- [Further investigations, referrals, or management steps]
- [Medication adjustments or initiation]
- [Patient education/counseling]
- [Follow-up and monitoring plan]
- [Return precautions or red flag symptoms]

#) [Diagnosis or problem 2]
- [Corresponding plan items]

Shared by

DV

Dr. Daniel Visser

Geriatrician, Netherlands

How it works in Notat

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