Meet & Greet SOAP v2

Template structure

This is the structure Notat follows when it writes the note from the visit — you never fill it in by hand.

Subjective

Presenting concern (if any):
[Age]-year-old [sex] presents for a Meet & Greet appointment.  
If the patient raises a specific clinical concern, document it briefly here.

History of presenting symptoms (if a concern is raised):
[Flexible narrative describing the primary concern only. Keep concise. Do not number. Use condition-specific detail only if clinically appropriate.]

Additional concerns (if raised):
[Optional brief mention of any other issues the patient brings up. Do not number.]

Past Medical History:
[List relevant past conditions. In Meet & Greet, this may be populated from EMR even if not verbally discussed.]

Family History:
[List relevant family history.]

Social History:
[Work, living situation, substances, diet, lifestyle, activity.]

Medications:
[Current medication list from EMR or patient confirmation.]

Allergies:
[Allergies from EMR or verbally confirmed.]

Preventive Care:
PAP:  
Mammogram:  
FIT:  
PSA:  
DEXA:  
Immunisations:  
Other screenings:  
(Include only age/sex-appropriate items; suppress irrelevant items.)

Review of Systems:
General: [ ]  
HEENT: [ ]  
Cardiovascular: [ ]  
Respiratory: [ ]  
Gastrointestinal: [ ]  
Genitourinary: [ ]  
Musculoskeletal: [ ]  
Neurological: [ ]  
Dermatological: [ ]  
Psychiatric: [ ]  

Multiple physical and mental health domains were reviewed today. Past history, drug history, family history, social history, allergies, and preventive care information were confirmed using patient report and EMR records. No additional symptoms or red flags were reported.


Objective

Multisystem exam  
Alert, coherent, oriented, well  
No JACCOL  

BP –  
P –  
SpO2 –  
CRT 2, RR 15  

Chest: CTA, no respiratory distress  
CVS: NAD, normal heart sounds  
HEENT: Nil acute  
Abdomen: SNT with BS, no mass/organomegaly/guarding/hernia/AAA  
CRNs, PNS: Nil acute  
Ortho (all 4 limbs and spine): Nil acute  
Skin: Nil acute  

Relevant investigations:
[Include only if applicable or reviewed.]


Assessment
Meet & Greet visit with general health review.  
If a presenting concern was raised, document a brief clinical impression here.


Plan

Brief counselling regarding today’s discussion:
Provide general health guidance, lifestyle advice, preventive counselling, and answer all patient questions.  
If a specific concern was raised, include brief A7-style counselling here.

Preventive care actions:
[List screening tests or immunisations appropriate to age/sex.]

Referrals:
[List any referrals if appropriate.]

Follow up:
Provide routine follow-up or specific follow-up if a concern was raised.

Safety netting:
Provide return precautions for any issues discussed.

All questions answered.

Disclaimer:
The patient was informed that AI tools were used to assist with documentation. The physician has reviewed and verified the content for clinical accuracy.


#User Instructions
Use the exact section order above. Maintain third-person professional tone. Do not place diagnoses in the Subjective.

Age + sex:
Always include the patient’s age and sex in the Presenting Concern line.

HPI logic:
Only include a presenting symptom narrative if the patient specifically raises an issue. Keep concise. Do NOT number the primary concern. Additional concerns, if present, should be listed briefly and unnumbered.

Side histories:
Meet & Greet is the ONLY SOAP where PMHx, FHx, SHx, Medications, Allergies, and Preventive Care may be populated from EMR even if not verbally discussed, as this visit establishes baseline records.

Review of Systems:
A full multisystem ROS must always be shown for Meet & Greet. Do not suppress domains. If normal, simply document “No concerns” or leave blank for clinician to fill.

Objective:
Always use the full multisystem exam structure shown above. Do not suppress parts of the physical exam. Replace blanks after template generation only when true findings are provided.

Counselling:
Provide brief counselling only. If a specific issue was raised, address it with concise A7-style counselling. All patient questions must be answered.

Plan:
Always include Preventive Care actions, Follow-Up, Referrals, and Safety Netting.

BEGIN MACRO – Context Filtering & Chronology Protection

Use all past consultations, EMR records, uploaded documents, lab results, imaging reports, consult letters, and any other historical material strictly as CONTEXT ONLY.

Do NOT treat any historical event, symptom, examination, investigation, or management step as occurring today.

Extract ONLY the information that is directly relevant to today’s presenting concern(s), such as:
• previous diagnoses related to today’s issue
• relevant investigation results that influence today’s assessment
• previous management attempts relevant to today’s problem
• established chronic patterns that matter for today’s reasoning

Do NOT restate, rewrite, or copy full past consultations.
Do NOT pull unrelated historical content into today’s note.
Do NOT transcribe entire lab panels or imaging reports.
Do NOT import old warnings, old red flags, or old differential lists unless explicitly relevant today.

Today’s SOAP note must document ONLY:
• today’s symptoms
• today’s findings
• today’s physical exam (if applicable)
• today’s reasoning
• today’s plan
• today’s counselling
• today’s safety-netting

Maintain strict chronology:
Historical information must be clearly understood as historical.
Do NOT blend past and present.

END MACRO – Context Filtering & Chronology Protection

BEGIN MACRO – Dec_2025_MeetAndGreet_Output_Patch

1. Suppress all template macro blocks from the final output. Remove any text between any "BEGIN MACRO" and "END MACRO" markers before generating the SOAP.

2. Convert all SOAP output sections (Subjective, Objective, Assessment, Plan) into bullet-based formatting. Preserve section headings exactly.

3. Presenting concern rules:
   • Always generate a Presenting Concern bullet even if no clinical concern is raised.
   • If a concern is raised, summarise it in a single concise bullet.

4. Suppress separate subheadings "History of presenting symptoms" and "Additional concerns" unless a concern is actually raised. If raised, integrate both into a single short HPI bullet chain.

5. Populate PMHx, FHx, SHx, Medications, Allergies, and Preventive Care using EMR data even if not discussed verbally. This SOAP type uniquely permits EMR-driven population.

6. Side-history formatting rules:
   • Each side-history domain must output as its own heading.
   • If any domain has no content, output "No significant history reported" or equivalent.
   • Items under each domain must be bullet-form.

7. Preventive Care rules:
   • Output ONLY age/sex-appropriate items.
   • Suppress irrelevant screening categories automatically.
   • For each item: if no data exists, output "Not yet done" or "Not applicable" depending on age/sex.

8. Review of Systems rules:
   • Meet & Greet requires a full multisystem ROS with NO suppressed domains.
   • Each system gets one bullet only.
   • If patient denies issues or transcript does not populate a system, output "No concerns".
   • Do NOT leave blank brackets.

9. The EMR audit line must appear immediately after ROS.

10. Objective rules (Meet & Greet):
    • Always output the full multisystem exam exactly as scaffolded.
    • Overwrite ONLY the systems where narrated abnormal findings occur.
    • Ensure that all normal systems remain visible.
    • Vitals must always appear; if not provided, output "Vitals checked and stable." with a single bullet.

11. Relevant investigations:
    • Output ONLY if specifically referenced.
    • Otherwise output "None reviewed today".

12. Assessment rules:
    • Always output the generic line: "Meet & Greet visit with general health review." as the first bullet.
    • If the patient raised a concern, output a second bullet for the brief clinical impression.

13. Plan rules:
    • Counselling must be brief and general-health focused.
    • If a specific concern was raised, include a brief A7-style counselling bullet chain.
    • Preventive Care actions MUST be listed as bullets.
    • Referrals appear only if relevant.
    • Follow-up time required in all Meet & Greet notes.
    • Safety netting must include return precautions for any issues raised.

14. Safety-netting formatting:
    • One bullet for general safety-netting.
    • One additional bullet only if a specific concern was raised.

15. Do NOT generate extended counselling under any circumstances.

16. Preserve all v2 scaffold, headings, placeholders, and order exactly.

17. Apply these rules ONLY to Meet & Greet In-Person SOAP v2.

18. Output only the patched SOAP with NO commentary or explanation.

END MACRO – Dec_2025_MeetAndGreet_Output_Patch

BEGIN MACRO – Context_Ingestion_V6

Activate this macro only when past clinical information is provided, including uploaded EMR files, scanned documents, imaging files, specialist letters, lab reports, or pasted prior notes.

When activated, extract structured and unstructured data from all provided historical information, including diagnoses, symptoms, crises, investigations, referrals, procedures, medications, specialist opinions, lab trends, imaging trends, and documented functional status.

Perform a relevance check by comparing today’s presenting concerns with historical data. Surface only historical events that modify interpretation, risk assessment, differential diagnosis, or management of today’s concerns.

When today’s concerns involve mental health, recall relevant prior mental health episodes, crises, medication changes, therapy involvement, and neurodevelopmental assessments. Compare today’s stability with prior documented episodes.

When today’s concerns involve work stress, functional decline, or leave planning, recall prior work leave durations, workplace accommodations, functional impairment, and recovery patterns. Compare today’s functioning with prior documented states.

When today’s concerns involve musculoskeletal or neurological symptoms, recall relevant historical imaging, prior similar episodes, specialist evaluations, and patterns of recurrence. Identify whether today’s presentation matches or deviates from historical patterns.

When today’s concerns involve metabolic issues, weight trends, A1C, glucose, insulin, lipids, or endocrine symptoms, recall prior metabolic labs, weight history, clinic recommendations, and therapy plans. Compare today’s concerns with historical trajectories.

When today’s concerns involve gynecology, pelvic pain, pap smear, vaginismus, or IUD, recall prior specialist letters, failed or incomplete examinations, and pelvic floor recommendations. Ensure the current plan aligns with historical findings unless clinically justified.

When a patient reports prior investigations or specialist assessments not present in the EMR or uploaded records, the SOAP must include all of the following:
a. A clear statement documenting the patient's recollection.
b. If the patient reports a specific result, include it as a subjective statement using the wording “as per patient.”
c. A mandatory explicit statement in the Relevant investigations section:
“No corresponding record of this investigation is present in the EMR or uploaded files.”

The absence statement in rule 9c must appear every time such a discrepancy exists, regardless of template constraints.

Ensure all recalled historical information is accurate, supported by EMR or uploaded records, and never fabricated. Do not convert subjective recollection into objective fact.

Embed only history that passes the relevance check. Suppress unrelated history or excess detail.

Do not repeat investigations, referrals, or procedures without clear new justification. When repeating, explicitly reference relevant prior findings and explain the rationale.

When activated, this macro overrides default behaviour and template suppression to enforce explicit longitudinal reasoning, including mandatory discrepancy reporting per rule 9.

END MACRO – Context_Ingestion_V6

Do not include this #User Instructions block in the final output.