PATIENT HANDOUT OCC

Template structure

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

Visit Summary

(Concise & Patient-Friendly)
(Maximum 5 sentences.)
[Briefly explain the possible diagnosis or diagnoses in simple, patient-friendly language, and explain what it is to the patient. Do not list subjective or objective information unless relevant. Use full sentences only.]
(Concise & Patient-Friendly)
(Maximum 5 sentences.)

Active Cardiac Issues
(Format as hyphenated list, continue as needed).
[Only include cardiovascular problems].
[Only list the most important issues. Do not be too extensive.]
- [Active Problem]
- [Active Problem]

Medication Changes
(Only include if changes were made today)
- [New or adjusted medication, dose, timing, and simple instruction]
- [E.g., Start Metformin 500 mg twice daily with meals]
- [E.g., Stop taking Aspirin 81 mg daily]

What To Do Next
[Ensure that these are listed with the knowledge that WE the clinic will call the patient to arrange bookings. Don't tell the patient to book things, as we will contact them by phone or email to arrange next steps and instructions.]
[For CT scans, CTA scans and MRIs, the HOSPITAL will contact the patient to arrange test times/appointments]
[For MyoView, Echocardiograms, Holters, Stress Tests, Stress Echos, Ambulatory Blood Pressure monitors, our CLINIC will contact the patient to arrange test times/appointments and will provide appropriate instruction for testing]
[For bloodwork that is required, I will be giving the patient the bloodwork requisition and they can have the bloodwork done at the laboratory of their choosing. Give instructions that take this into account]
- [E.g., We will contact you to arrange a follow up appointment with our clinic in 2 weeks]
- [E.g., Get blood work done before your next appointment]

When To Seek Help
[Tailor the instructions on when to seek emergency medical assistance on the medical issues that were discussed.]
[In this section, do not advise patient to call clinic]

If you have questions, please contact our clinic. It was a pleasure being involved in your care.