1. Essential Patient Details
Full Legal Name: [Enter patient’s full legal name] (Record the patient’s full name as it appears on official documents.)
Date of Birth: [MM/DD/YYYY] (Record the patient’s date of birth in the given format.)
Sex: [Male/Female/Other] (Indicate the patient’s gender identity as specified.)
Contact Information: [Enter patient's phone number/email] (Record the patient’s preferred contact method.)
Emergency Contact:
Name: [Enter emergency contact's full name] (Record the full name of the patient’s emergency contact.)
Relationship: [Enter relationship to patient] (Specify the emergency contact’s relationship to the patient.)
Phone Number: [Enter emergency contact's phone number] (Record the emergency contact’s phone number.)
Health Insurance Details:
Provider: [Enter health insurance provider] (Record the name of the patient’s health insurance provider.)
Policy Number: [Enter policy number] (Record the patient’s health insurance policy number.)
2. Main Complaint (Reason for Visit)
Primary Concern: [Describe the primary reason the patient is seeking care] (Provide a concise description of the main symptom or issue prompting the visit.)
Onset Date: [MM/DD/YYYY] (Record the approximate date when symptoms began.)
Description of Symptoms:
Pain Level (0-10): [Enter pain level] (Document the patient’s reported pain severity on a scale of 0-10.)
Frequency: [Describe symptom frequency] (Record how often the symptoms occur, whether constant, intermittent, or episodic.)
Worsening Factors: [List factors that exacerbate symptoms] (Describe any activities, environments, or conditions that make the symptoms worse.)
Alleviating Factors: [List factors that relieve symptoms] (Describe any treatments, medications, or behaviors that improve symptoms.)
3. Previous Medical History (PMH)
Chronic Conditions: [List all known chronic medical conditions] (Record all long-term health conditions the patient has been diagnosed with.)
Past Illnesses: [List any significant acute illnesses] (Document any prior acute conditions that are relevant to the patient’s history.)
Surgical History:
Surgery Type(s) and Date(s): [List surgeries and approximate dates] (Provide a history of surgical procedures, including approximate dates.)
Hospitalizations:
Date(s) and Reason(s): [List past hospitalizations and reasons] (Record all previous hospital admissions with reasons for admission.)
Previous Treatments: [List prior treatments related to conditions] (Document any previous treatments the patient has undergone for past or current conditions.)
4. Medications, Supplements, and Allergies
Current Medications:
Name | Dosage | Frequency: [List all prescribed medications] (Record the names, dosages, and frequency of all prescribed medications the patient is currently taking.)
Supplements:
Name | Dosage | Frequency: [List any vitamins, herbal supplements, or over-the-counter medications] (Document all non-prescription supplements, including frequency of use.)
Discontinued Medications and Reasons: [List any medications the patient previously took and reasons for discontinuation] (Specify medications that were stopped and provide a reason for discontinuation.)
Allergies:
Drug: [List any medication allergies] Reaction: [Describe reaction] (Document known drug allergies and the reaction experienced.)
Food: [List any food allergies] Reaction: [Describe reaction] (Record any allergies to foods and associated reactions.)
Environmental: [List any environmental allergies] Reaction: [Describe reaction] (Document known environmental allergies and reactions.)
5. Family Medical History
Immediate Family Health Conditions:
Heart Disease: [Yes/No] (Relation: [Specify relation]) (Indicate if any immediate family members have a history of heart disease and specify which relative.)
Cancer: [Yes/No] (Type: [Specify cancer type] Relation: [Specify relation]) (Indicate if any immediate family members have had cancer, specifying the type and relation.)
Diabetes: [Yes/No] (Relation: [Specify relation]) (Indicate if any immediate family members have been diagnosed with diabetes and specify which relative.)
Mental Health Issues: [Yes/No] (Details: [Specify condition and relation]) (Document any family history of mental health conditions and specify details.)
Other Hereditary Conditions: [List any other significant genetic or hereditary conditions in the family] (Specify any other hereditary medical conditions present in the immediate family.)
6. Social History
Smoking Status: [Never/Former/Current] (Packs/day: [Specify amount]) (Record the patient’s smoking history and current status, including amount if applicable.)
Alcohol Consumption: [None/Occasional/Regular] (Specify amount/frequency if applicable.) (Document the patient’s alcohol use, including how frequently they consume alcohol.)
Recreational Drug Use: [Yes/No] (Type: [Specify drug type]) (Indicate whether the patient uses recreational drugs and specify type if applicable.)
Exercise Habits: [Describe the patient’s exercise routine and frequency] (Record details about the patient’s level of physical activity.)
Diet: [Describe the patient’s diet, dietary restrictions, and any special eating habits] (Document general dietary habits, including restrictions or preferences.)
Occupational and Living Environment: [Describe the patient’s occupation, work environment, and living conditions] (Record details on workplace exposure, stress factors, and home environment.)
7. Mental Health History
Diagnosed Conditions: [List any mental health conditions the patient has been diagnosed with] (Specify any diagnosed psychiatric or psychological conditions.)
Therapy History: [Describe any past or current psychotherapy, counseling, or psychiatric treatments] (Document any history of mental health treatment.)
Current Mental Health Medications: [List any prescribed medications for mental health conditions] (Record details of psychiatric medications, if applicable.)
Stress Levels: [Low/Moderate/High] (Specify if stress is significantly affecting daily function.) (Document the patient’s perceived stress level.)
Coping Mechanisms: [List coping strategies the patient uses for stress or emotional well-being] (Describe techniques or habits used to manage stress and mental health.)
8. Other Providers and Specialists
Primary Care Provider:
Name: [Enter primary care provider’s name] Last Visit: [MM/DD/YYYY] (Record the name and last visit date of the patient’s primary care provider.)
Specialists:
Name: [Enter specialist’s name] Specialty: [Specify specialty] (Document the specialist’s name and area of expertise.)
Last Visit: [MM/DD/YYYY] Reason for Follow-up: [Specify reason for follow-up] (Record the date and reason for the last specialist visit.)
(Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care—use only the transcript, contextual notes, or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes, or clinical note, do not state that the information is not available; simply leave the placeholder blank or omit it completely. Use as many lines, paragraphs, or bullet points as necessary to comprehensively capture all relevant details.)