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Anesthesia/Pre-Op Assessment

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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

Pre-Op Assessment

Date/Time: [MM/DD/YYYY HH:MM]

Patient Information: [Name, age, sex, weight, height, BMI, medical record number]

Surgical Procedure:
- [Planned procedure, site/side, scheduled start time]

History of Present Illness:
(Begin with the chief complaint and duration. Then provide a chronological, problem-oriented narrative that focuses on the reason for consultation. Group related symptoms into coherent separate paragraphs rather than a single block of text. For each main problem or symptom cluster, explicitly address where available: onset, duration, tempo/progression, location and radiation, quality, severity, aggravating and relieving factors, associated symptoms, and key negatives. Include relevant baseline function, prior episodes, relevant past investigations or imaging, prior treatments and response, and any recent triggers. Comment on relevant risk factors for the presenting problem when available. Summarize functional impact where available.  End with a review of systems related to the presenting problem)

[Reason for surgery, onset and course of symptoms, prior interventions]

[Paragraph 2]

[Review of systems relevant to the speciality]

Past Medical History:
(hyphenated list)
- [Chronic condition]
- [Prior surgeries or hospitalizations]
- [Other relevant diagnoses]

Medications:
(hyphenated list)
- [Medication name, dose, route, frequency]
- [Herbal supplements or OTC agents]

Allergies:
(hyphenated list)
- [Allergen]: [Type of reaction]
- If none: No known drug allergies (NKDA)

Airway Assessment:
(hyphenated list)
- Mallampati score: [I–IV]
- Mouth opening (interincisor distance): [cm]
- Neck mobility: [normal/limited]
- Dentition: [normal/loose/missing]
- Other findings: [e.g., thyromental distance, beard]

Physical Examination:
(hyphenated list)
- Vital signs: HR: [ ], BP: [ ], RR: [ ], T: [ ], SpO₂: [%]
- Cardiovascular: [e.g., heart sounds, murmurs]
- Respiratory: [e.g., chest auscultation, effort]
- Other systems as relevant: [e.g., neurologic, gastrointestinal]

Laboratory and Imaging Studies:
(hyphenated list)
- [Test name]: [Result with date]
- [Imaging modality]: [Key finding with date]

ASA Physical Status Classification:
(in paragraphs)
- [Assigned ASA class (I–VI) and brief justification]

Anesthetic Plan:
(in paragraphs)
- [Choice of anesthesia technique (e.g., general, regional, MAC)]
- [Induction agents, maintenance agents, monitoring plan]
- [Special considerations (e.g., difficult airway, hemodynamic goals)]

Consent:
(in paragraphs)
- [Confirmation that anesthesia risks and alternatives were discussed and consent obtained]

Plan for Postoperative Pain Management:
(hyphenated list)
- [Opioid plan: agent, route, dosing]
- [Non-opioid adjuncts: NSAIDs, acetaminophen, regional blocks]
- [Patient-controlled analgesia if applicable]

Other Considerations:
(hyphenated list)
- [VTE prophylaxis: type and timing]
- [Antibiotic prophylaxis: agent and timing]
- [Positioning/equipment needs]
- [Consultations requested]

Shared by

TO

Dr. Thomas Okafor

Surgeon, United States

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