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Occupational Medicine Consult
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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
Occupational Medicine Consult [Date and time if mentioned] Patient Identification: [Patient name, age, gender, occupation, with a history of..., presenting with...] History of Present Illness: (Structure symptoms, work-related exposures, and associated information into distinct paragraphs. Use full sentences and formal clinical language.) Occupational History: (hyphenated list) - [Current job title and description] - [Duration of employment] - [Workplace exposures (chemical, physical, biological, ergonomic)] - [Use of personal protective equipment] - [Previous occupational injuries or illnesses] - [Workplace accommodations or restrictions] Past Medical History: (hyphenated list) Medications: (hyphenated list) - [Medication name, dose, route, frequency] - (e.g., Metformin 500 mg oral BID) Allergies: (hyphenated list) - [eg. No known drug allergies (NKDA)] Family History: (hyphenated list) - [Relative: Condition or pertinent diagnosis] - (e.g., Father: hypertension) Social History: (hyphenated list) - [Tobacco: type, amount, duration, quit date if applicable] - [Alcohol: type, amount, frequency] - [Recreational substances: type, amount, frequency] - [Living situation: who lives with patient, home environment] - [Hobbies or activities relevant to exposure risk] Physical Examination: (hyphenated list) - [Vital signs with units in one line] (e.g., HR: #, BP: #, T: #, RR: #, O2 sats: #%) - [Physical exam findings and/or mental status exam findings] (Format as "System: Exam findings", one system per line. Specify anatomical location if relevant) Investigations: (hyphenated list) - [Investigation results with units] (Only include completed investigations, otherwise leave blank. All planned or ordered investigations should be included under Plan) Assessment & Plan: [One-sentence patient summary including age, sex, occupation, and primary diagnosis or concern] #) [Assessment as a numbered item if mentioned] (hyphenated list with each corresponding plan item on a new line if mentioned) - [Workplace modifications or restrictions] - [Investigations planned or ordered] - [Treatment plan] - [Counselling discussion (including return-to-work, workplace safety, prevention)] - [Referrals sent (e.g., physiotherapy, specialist)] - [Follow up plan] - [Return precautions]
Shared by
JW
Dr. James Whitfield
Internal Medicine Specialist, United Kingdom
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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