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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
Endocrinology Consult Date/Time: [Insert date and time of consultation] Reason for Referral: [Describe why patient was referred to endocrinology] Patient Identification: [Patient name], [age]-year-old [gender] with a history of [key conditions], presenting for endocrinology evaluation of [chief complaint]. 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) [Paragraph 1] [Paragraph 2] [Review of systems specific to the speciality] Past Medical History: (Hyphenated list) Medications: (Hyphenated list) - [Medication name, dose, route, frequency if mentioned] - [e.g., Metformin 500 mg oral BID] Allergies: (Hyphenated list) (If no known allergies, state exactly “No known drug allergies (NKDA)”) Family History: (Hyphenated list) - [Relative]: [Condition or pertinent finding] - [e.g., Mother: breast cancer] Social History: (Hyphenated list) - Tobacco: [type, amount, duration, quit date if applicable] - Alcohol: [type, amount, frequency] - Recreational substances: [type, frequency] - Occupation: [current job, exposures] - Living situation: [who lives with patient, home environment] - iADLs, ADLs: Physical Examination: (Hyphenated list) - [Vital signs in one line if mentioned (e.g., HR: #, BP: #, T: #, RR: #, O2 sats: #%)] - [Stated physical examination findings, one line per system. If a normal exam is mentioned, use standard phrasing (eg., Respiratory: Chest clear to auscultation bilaterally, no wheezes or crackles; Cardiac: Normal S1/S2, no murmurs, rubs or gallops; Abdomen: Soft, non-distended, non-tender.)] Investigations: (hyphenated list) - Laboratory studies: [e.g., TSH, free T4, HbA1c, glucose, lipids] - Imaging: [e.g., thyroid ultrasound, bone density scan] - Other tests: [e.g., oral glucose tolerance test, continuous glucose monitoring] Assessment & Plan: (Use medical terminology if appropriate. Do not fabricate.) [One-sentence summary: age, sex, primary endocrine issues.] #) [Assessment as a numbered item] - [Hyphenated list with each corresponding plan item on a new line]
Shared by
JW
Dr. James Whitfield
Internal Medicine Specialist, United Kingdom
How it works in Notat
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