Obesity Management Note

Template structure

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

Obesity Note Template

Subjective:
(hyphenated list)
- [Chief complaint or reason for visit]
- [Duration and progression of weight gain]
- [Associated symptoms: fatigue, shortness of breath, joint pain, sleep disturbances, mood changes]
- [Dietary habits: typical daily intake, snacking, meal patterns]
- [Physical activity level: type, frequency, duration]
- [Previous weight loss attempts: methods, outcomes]
- [Impact on daily life and functioning]
- [Motivation and readiness for change]

Objective:
(hyphenated list)
- [Vital signs with units] (e.g., HR: #, BP: #, T: #, RR: #, O2 sats: #%)
- [Height, weight, BMI calculation]
- [Physical exam findings] (Format as "System: Exam findings", one system per line. Specify anatomical location if relevant)
- [Relevant findings: acanthosis nigricans, joint tenderness, edema, signs of secondary causes]

Assessment:
(hyphenated list)
- [Obesity diagnosis: specify class if applicable (e.g., Class I, II, III)]
- [Contributing factors: lifestyle, medical, psychosocial]
- [Complications: hypertension, diabetes, dyslipidemia, sleep apnea, osteoarthritis, depression]
- [Differential diagnosis if secondary causes suspected]

Plan:
(hyphenated list)
- [Laboratory investigations: fasting glucose, HbA1c, lipid panel, liver function tests, TSH, others as indicated]
- [Lifestyle modification: dietary counseling, physical activity recommendations]
- [Behavioral interventions: referral to dietitian, psychologist, support groups]
- [Pharmacotherapy: if indicated, specify medication, dose, monitoring]
- [Consideration for bariatric surgery: criteria, referral if appropriate]
- [Monitoring: follow-up interval, weight tracking, reassessment of comorbidities]
- [Patient education: risks, benefits, realistic goals]
- [Return precautions: symptoms warranting urgent evaluation]