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Primary Care Physician
10-15 minutes

Primary Care Documentation Template

The s10.ai Family Medicine Note template is expertly crafted for family medicine specialists to meticulously document comprehensive patient encounters. This template encompasses sections for subjective symptoms, past medical history, review of systems, objective findings, and assessment and plan, ensuring thorough capture of a patient's current health concerns, medical history, and treatment strategies. With integrated support for ICD10 and CPT codes, it serves as an indispensable resource for precise medical documentation and billing. This template is especially beneficial for family medicine practitioners managing diverse health conditions within a primary care environment. Explore the s10.ai Family Medicine Note template to enhance your clinical documentation efficiency and accuracy.

1,865 uses
4.2/5.0
J
Jordan Bennett
Template Structure

Organized sections for comprehensive clinical documentation

SUBJECTIVE (BOLD, ALL CAPS):
- [Reason for visit, Current issues (quote the patient's description of symptoms), history of presenting complaints etc (if applicable), all other trialed therapies, where they were previously seen for this issue (if applicable)]
Relevant Past Medical History:
- [Past medical history, previous surgeries (if applicable)]
- [Medications (if applicable)]
- [Social history (if applicable)]
- [Allergies (if applicable)]
REVIEW OF SYSTEMS (BOLD, ALL CAPS):
- Constitutional symptoms: [Symptoms like Weight change, Fever, Chills, Night sweats, Fatigue, Malaise]
- Eyes: [Symptoms like Eye pain, Swelling, Redness, Foreign body sensation, Discharge, Vision changes]
- Ears, Nose, Mouth, Throat: [Symptoms like Hearing changes, Ear pain, Nasal congestion, Sinus pain, Hoarseness, Sore throat, Rhinorrhea, Swallowing difficulty]
- Cardiovascular: [Symptoms like Chest pain, Shortness of breath (SOB), Paroxysmal nocturnal dyspnea (PND), Dyspnea on exertion, Orthopnea, Claudication, Edema, Palpitations]
- Respiratory: [Symptoms like Cough, Sputum production, Wheezing, Smoke exposure, Dyspnea]
- Gastrointestinal: [Symptoms like Nausea, Vomiting, Diarrhea, Constipation, Abdominal pain, Heartburn, Anorexia, Dysphagia, Hematochezia, Melena, Flatulence, Jaundice]
- Genitourinary: [Symptoms like Dysmenorrhea, Dysfunctional uterine bleeding (DUB), Dyspareunia, Dysuria, Urinary frequency, Hematuria, Urinary incontinence, Urgency, Flank pain, Changes in urinary flow, Hesitancy]
- Musculoskeletal: [Symptoms like Arthralgias, Myalgias, Joint swelling, Joint stiffness, Back pain, Neck pain, Injury history]
- Integumentary (Skin): [Symptoms like Skin lesions, Pruritis, Hair changes, Breast/skin changes, Nipple discharge]
- Neurological: [Symptoms like Weakness, Numbness, Paresthesias, Loss of consciousness, Syncope, Dizziness, Headache, Coordination changes, Recent falls]
- Psychiatric: [Symptoms like Anxiety/Panic, Depression, Insomnia, Personality changes, Delusions, Rumination, Suicidal ideation/Homicidal ideation/Auditory hallucinations/Visual hallucinations, Social issues, Memory changes, Violence/Abuse history, Eating concerns]
- Endocrine: [Symptoms like Polyuria, Polydipsia, Temperature intolerance]
- Hematologic/Lymphatic: [Symptoms like Bruising, Bleeding, Transfusion history, Lymphadenopathy]
- Allergic/Immunologic: [Symptoms like Allergic reactions, Auto-immune disorders]
OBJECTIVE (BOLD, ALL CAPS):
- [Physical or mental state examination findings, including vitals and system specific examination (if applicable)]
- [Investigations with results (if applicable)]
ASSESSMENT & PLAN (BOLD, ALL CAPS):
[1. Issue, problem or request 1 (issue, request or condition name only)], [ICD10 code for this issue]
- [Assessment, likely diagnosis for Issue 1 (condition name only)]
- [Differential diagnosis for Issue 1 (only if applicable)]
- [Investigations planned for Issue 1 (only if applicable)]
- [Treatment planned for Issue 1 (only if applicable)]
- [Relevant referrals for Issue 1 (only if applicable)]
- [CPT code for treatment rendered (if applicable)]
[2. Issue, problem or request 2 (issue, request or condition name only)], [ICD10 code for this issue]
- [Assessment, likely diagnosis for Issue 2 (condition name only)]
- [Differential diagnosis for Issue 2 (only if applicable)]
- [Investigations planned for Issue 2 (only if applicable)]
- [Treatment planned for Issue 2 (only if applicable)]
- [Relevant referrals for Issue 2 (only if applicable)]
- [CPT code for treatment (if applicable)]
[3. Issue, problem or request 3, 4, 5 etc (issue, request or condition name only)], [ICD10 code for this issue]
- [Assessment, likely diagnosis for Issue 3, 4, 5 etc (condition name only)]
- [Differential diagnosis for Issue 3, 4, 5 etc (only if applicable)]
- [Investigations planned for Issue 3, 4, 5 etc (only if applicable)]
- [Treatment planned for Issue 3, 4, 5 etc (only if applicable)]
- [Relevant referrals for Issue 3, 4, 5 etc (only if applicable)]
- [CPT code for treatment (if applicable)]
Visit CPT code (for level and type of visit, document as first visit unless otherwise stated):
[Name of clinician], MD
Family Medicine
[Name of clinic/hospital]
[DATE]
(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, you must not state the information has not been explicitly mentioned in your output, just leave the relevant placeholder or section blank.)
Sample Clinical Note

Example of completed documentation using this template

SUBJECTIVE:
- Reason for visit: Patient arrives with a persistent cough and difficulty breathing. "I've been coughing for the last two weeks, and breathing is becoming more difficult, especially at night." History of presenting complaints: The cough began following a recent cold. No other treatments have been attempted. Previously visited the local urgent care for similar issues last year.
RELEVANT PAST MEDICAL HISTORY:
- Past medical history: Asthma diagnosed during childhood, Hypertension
- Medications: Albuterol inhaler, Lisinopril
- Social history: Non-smoker, occasional alcohol consumption
- Allergies: Penicillin
REVIEW OF SYSTEMS:
- Constitutional symptoms: Fatigue
- Eyes: No symptoms
- Ears, Nose, Mouth, Throat: Nasal congestion
- Cardiovascular: No symptoms
- Respiratory: Cough, Shortness of breath, No smoke exposure
- Gastrointestinal: No symptoms
- Genitourinary: No symptoms
- Musculoskeletal: No symptoms
- Integumentary (Skin): No symptoms
- Neurological: No symptoms
- Psychiatric: No symptoms
- Endocrine: No symptoms
- Hematologic/Lymphatic: No symptoms
- Allergic/Immunologic: No symptoms
OBJECTIVE:
- Vitals: BP 130/85, HR 78, RR 20, Temp 37°C
- Physical examination: Lungs - wheezing detected bilaterally, Cardiovascular - normal S1 S2, no murmurs
- Investigations: Chest X-ray pending
ASSESSMENT & PLAN:
1. Asthma exacerbation, J45.901
- Assessment: Probable diagnosis is asthma exacerbation
- Differential diagnosis: Upper respiratory infection
- Investigations planned: Chest X-ray
- Treatment planned: Increase Albuterol inhaler usage, initiate oral corticosteroids
- Relevant referrals: None
- CPT code for treatment rendered: 99213
2. Hypertension, I10
- Assessment: Hypertension, well-controlled
- Treatment planned: Continue Lisinopril
- Relevant referrals: None
- CPT code for treatment: 99213
Visit CPT code: 99213
Dr. Thomas Kelly, MD
Family Medicine
s10.ai
1 November 2024
Clinical Benefits

Key advantages of using this template in clinical practice

  • Enhance your clinical documentation with our comprehensive template designed to streamline patient assessments and improve care delivery. This template meticulously covers all essential components, including SUBJECTIVE details like the reason for visit and patient-reported symptoms, as well as a thorough REVIEW OF SYSTEMS to capture a wide range of potential health issues. The OBJECTIVE section ensures precise documentation of physical and mental state examinations, while the ASSESSMENT & PLAN provides a structured approach to diagnosis and treatment planning, complete with ICD10 and CPT codes for accurate billing. Ideal for family medicine practitioners, this template supports efficient, high-quality patient care and facilitates seamless integration into your clinical workflow. Explore and implement this template to enhance your practice's efficiency and patient outcomes.
Frequently Asked Questions

Common questions about this template and its usage

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