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Primary Care Physician
25-30 minutes

Clinical Summary Documentation Template

The Medical Summary Report Notes template by s10.ai is a vital resource for General Practitioners, enabling the thorough documentation of patient demographics, medical history, current clinical status, diagnostic findings, assessments, and care plans. This template offers a detailed snapshot of a patient's health, enhancing communication and ensuring continuity of care. It is especially beneficial for summarizing intricate cases, making all pertinent information readily available. Perfectly suited for s10.ai, it optimizes the documentation workflow, empowering GPs to prioritize patient care.

3,940 uses
4.7/5.0
E
Ethan Caldwell
Template Structure

Organized sections for comprehensive clinical documentation

Patient Information:
- Name: [Enter Patient’s Full Legal Name] (only include if explicitly mentioned in the consultation or medical records)
- Date of Birth: [Enter Date of Birth] (only include if explicitly mentioned, used to identify the patient's age, which can be relevant to the medical condition)
- Gender: [Enter Gender] (only include if explicitly mentioned, may influence disease risk and treatment response)
- Identification Number: [Enter Patient Identification Number] (only include if explicitly mentioned, such as Social Security number or patient ID)
Health History:
- Past Medical History: [Enter Past Medical History] (only include if relevant, summarize past diseases, surgeries, hospitalizations, and their outcomes)
- Family History: [Enter Family History] (only include if relevant, mention any significant diseases or conditions that run in the family)
- Social History: [Enter Social History] (only include if relevant, include lifestyle factors such as smoking, alcohol use, occupation, and living conditions)
- Allergies: [Enter Known Allergies] (only include if relevant, list all known allergies, especially drug allergies, food, and environmental allergies)
Current Health Status:
- Chief Complaint: [Enter Chief Complaint] (only include if explicitly mentioned, describe the patient's primary concern or symptom)
- History of Present Illness: [Enter History of Present Illness] (only include if explicitly mentioned, provide a detailed description of the current complaint, including the onset, duration, and any associated symptoms)
- Medications: [Enter Medications] (only include if explicitly mentioned, list current prescriptions, over-the-counter drugs, and supplements)
Diagnostic Results:
- Laboratory Tests: [Enter Laboratory Test Results] (only include if explicitly mentioned, include results of blood tests, urine tests, or any other laboratory results)
- Imaging Studies: [Enter Imaging Studies Results] (only include if explicitly mentioned, list results of X-rays, MRIs, CT scans, or any imaging studies conducted)
- Specialist Consultations: [Enter Specialist Consultations] (only include if applicable, provide the opinions and findings of specialist doctors, if relevant)
Evaluation:
- Diagnoses: [Enter Diagnoses] (only include if explicitly mentioned, list all current diagnoses based on the patient’s medical history and diagnostic findings)
- Problem List: [Enter Problem List] (only include if applicable, list and prioritize the patient's medical issues that need management)
Care Plan:
- Treatment Plan: [Enter Treatment Plan] (only include if explicitly mentioned, provide a detailed description of the therapeutic approach, including medications, surgeries, therapies, and lifestyle changes)
- Rehabilitation Plan: [Enter Rehabilitation Plan] (only include if applicable, outline the rehabilitation goals and methods to be implemented)
- Prognosis: [Enter Prognosis] (only include if explicitly mentioned, provide the expected outcome of the condition and treatment)
Progress Documentation:
- Clinical Progress: [Enter Clinical Progress] (only include if applicable, document the patient’s response to treatment over time, including improvements or setbacks)
- Updates to Plan of Care: [Enter Updates to Plan of Care] (only include if applicable, document any changes made to the treatment plan based on the patient's progress)
Overview and Suggestions:
- Executive Summary: [Enter Executive Summary] (only include if explicitly mentioned, summarize the patient's condition, highlighting the most critical aspects of the medical report)
- Recommendations: [Enter Recommendations] (only include if explicitly mentioned, outline the next steps for treatment, further testing, or referrals to specialists)
Sample Clinical Note

Example of completed documentation using this template

Patient Demographics:
- Name: John Doe
- Date of Birth: 15 March 1980
- Gender: Male
- Identification Number: 123456789
Medical History:
- Past Medical History: Hypertension, Type 2 Diabetes, Appendectomy in 2010
- Family History: Father had coronary artery disease, mother has osteoporosis
- Social History: Non-smoker, occasional alcohol use, works as an accountant, lives with family
- Allergies: Penicillin
Current Clinical Status:
- Chief Complaint: Persistent cough and shortness of breath
- History of Present Illness: The patient reports a persistent cough for the past two weeks, accompanied by shortness of breath, especially during physical exertion. No fever or chest pain reported.
- Medications: Metformin 500mg daily, Lisinopril 10mg daily
Diagnostic Findings:
- Laboratory Tests: Elevated blood glucose levels, HbA1c at 7.5%
- Imaging Studies: Chest X-ray shows mild bilateral infiltrates
- Specialist Consultations: Pulmonologist consultation recommended for further evaluation
Assessment:
- Diagnoses: Acute bronchitis, poorly controlled Type 2 Diabetes
- Problem List: Persistent cough, shortness of breath, elevated blood glucose levels
Plan of Care:
- Treatment Plan: Prescribe a course of antibiotics for bronchitis, adjust diabetes medication to improve glycemic control, recommend increased physical activity
- Rehabilitation Plan: Not applicable
- Prognosis: Good, with adherence to treatment and lifestyle modifications
Progress Notes:
- Clinical Progress: Patient to be reviewed in two weeks to assess response to antibiotics and changes in diabetes management
- Updates to Plan of Care: Adjustments to be made based on follow-up results
Summary and Recommendations:
- Executive Summary: The patient presents with symptoms of acute bronchitis and poorly controlled diabetes. Immediate treatment initiated with antibiotics and medication adjustments.
- Recommendations: Follow-up with GP in two weeks, consider referral to a pulmonologist if symptoms persist.
Clinical Benefits

Key advantages of using this template in clinical practice

  • This comprehensive clinical template is designed to streamline patient documentation by integrating essential patient demographics, medical history, current clinical status, diagnostic findings, and a detailed plan of care. It facilitates accurate and efficient data entry, ensuring that healthcare providers can quickly access critical information such as past medical history, allergies, and current medications. The template also supports thorough assessment and planning, including diagnoses, treatment plans, and rehabilitation strategies, enhancing patient care management. By adopting this template, clinicians can improve documentation accuracy, enhance patient outcomes, and optimize workflow efficiency. Explore this template to elevate your clinical documentation process and ensure comprehensive patient care.
Frequently Asked Questions

Common questions about this template and its usage

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