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Cardiothoracic Surgeon

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Cardiothoracic Surgery Consult

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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

Cardiothoracic Surgery Consult Note

[Date and time]

Patient Identification: [Patient name], [age], [gender], with a history of [relevant medical history], presenting with [chief complaint or reason for consult].

History of Present Illness:
[Detailed chronological description of presenting symptoms, relevant events, prior interventions, and current status. Include onset, duration, progression, associated symptoms, and any previous cardiac or thoracic procedures.]

Past Medical History:
(hyphenated list)
- [Relevant chronic illnesses, prior surgeries, cardiac or thoracic history]

Medications:
(hyphenated list)
- [Medication name, dose, route, frequency]

Allergies:
(hyphenated list)
- [Drug/other allergies, specify reaction]

Family History:
(hyphenated list)
- [Cardiac, thoracic, or other relevant conditions in family members]

Social History:
(hyphenated list)
- [Tobacco: type, amount, duration, quit date if applicable]
- [Alcohol: type, amount, frequency]
- [Recreational substances: type, amount, frequency]
- [Occupation: current job, exposures]
- [Living situation: who lives with patient, home environment]

Physical Examination:
(hyphenated list)
- [Vital signs with units in one line] (e.g., HR: #, BP: #, T: #, RR: #, O2 sats: #%)
- [General appearance]
- [Cardiovascular: findings]
- [Respiratory: findings]
- [Other relevant systems: findings]

Investigations:
(hyphenated list)
- [Relevant imaging (e.g., CXR, CT, echocardiogram) and laboratory results with units]
- [Other completed investigations]

Assessment & Plan:
[One-sentence patient summary including age, sex, and primary diagnosis or reason for surgical evaluation]

1) [Primary cardiac/thoracic diagnosis or surgical issue]
(hyphenated list)
- [Indication for surgery or intervention]
- [Preoperative optimization steps]
- [Additional investigations planned or ordered]
- [Consultations with other specialties]
- [Treatment plan (medical, surgical, or both)]
- [Counselling provided regarding risks, benefits, alternatives]
- [Referrals sent]
- [Follow up plan]
- [Return precautions]

Shared by

TO

Dr. Thomas Okafor

Surgeon, United States

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