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SBAR Note

See the note before you use the template

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Finished note

Example — generated by Notat from a sample visit

Reason for visit:
Follow-up for a persistent cough and reduced energy over the past 10 days.

Assessment:
Symptoms are improving. No red flags identified during today's review.

Plan:
Continue supportive care, review worsening symptoms, and follow up if symptoms do not settle as expected.

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

Presenting concern: Persistent cough and reduced energy for 10 days

history of present illness

Progress: Symptoms are gradually improving

Visit focus: The main concern, timeline, and functional impact were identified from the conversation.

physical exam

Red flags: No red flags identified in today’s review

plan

Follow-up: Safety-netting and review if symptoms persist or worsen

Safety-netting: Follow-up triggers and urgent return precautions were documented as part of the plan.

denials of symptoms

Denies: Relevant denials: Relevant red flags and absent symptoms were retained to support the documented assessment.

Template

Situation:
(hyphenated list)
- [Your name and role]
- [Patient name, age, gender]
- [Current location/unit]
- [Reason for communication or main concern]

Background:
(hyphenated list)
- [Relevant medical history]
- [Recent procedures, admissions, or events]
- [Current medications and allergies]
- [Pertinent social or family history if relevant]

Assessment:
(hyphenated list)
- [Current vital signs with units] (e.g., HR: #, BP: #, T: #, RR: #, O2 sats: #%)
- [Physical exam findings or relevant observations]
- [Summary of clinical status or changes]
- [Relevant investigation results]

Recommendation:
(hyphenated list)
- [Suggested actions or interventions]
- [Requests for orders, consults, or changes in management]
- [Need for review or follow-up]
- [Any other recommendations or clarifications needed]

Shared by

DV

Dr. Daniel Visser

Geriatrician, Netherlands

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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