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Family Medicine Physician
10-15 minutes

Primary Care Visit Record Template

The s10.ai Primary Care Session Note template is expertly crafted for General Practitioners, Nurse Practitioners, Pharmacists, Paramedics, and Nurses to streamline the documentation of patient consultations in primary care environments. This comprehensive template efficiently captures essential components such as patient history, examination results, diagnoses, and treatment plans. It is particularly advantageous for documenting both in-person and telephone consultations, ensuring meticulous and complete records of patient interactions. By integrating seamlessly with AI Scribe software, this template enhances the accuracy and efficiency of medical record-keeping. Perfectly suited for primary care settings, it supports healthcare professionals in maintaining detailed and organized patient documentation, encouraging adoption and exploration of this innovative tool.

1,892 uses
4.2/5.0
D
Dr. Michael Thompson
Template Structure

Organized sections for comprehensive clinical documentation

Summary: - (generate a summary of the below consultation in 2 or 3 lines. use paragraph as format. Include information form history, examination and plan including any actions required.) [ face to face "F2F" OR if calling via telephone "T/C"] [specify whether anyone else is present I.e. "seen alone" or "seen with…" (based on introductions). '[Reason for visit, e.g. current issues or presenting complaint or booking note or follow up]'.
Consent: - [record verbal consent to the use of s10.ai Scribe software to document the consultation] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
History: - [History of presenting complaints, including timeframes of complaint (if explicitly mentioned)] - [describe current issues, reasons for visit, discussion topics, history of presenting complaints etc] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [If pain history, describe in terms of SOCRATES structure for a pain history for those elements mentioned] - [Presence or absence of red flag symptoms relevant to the presenting complaint] - [Relevant risk factors]
- [PMH: / PSH:- include the past medical history or surgical history (if applicable)] (please format this on one line as a list) - [DH: Drug history/medications (if mentioned)]. [Allergies: (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)] (please format this on one line as a list) - [FH: Relevant family history (if applicable)] (please format this on one line as a list) - [SH: Social history I.e. lives with, occupation, smoking/alcohol/drugs, recent travel, carers/package of care (if applicable)] (please format this on one line as a list) Relevant Investigation results - [Investigations with results (if applicable)] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [Document relevant blood results prior to consultation] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [Document imaging results (e.g. X-Rays, CT scans, MRI scans)] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [Document urine dipstick result in terms of blood, nitrites and leucocytes] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Examination: - [describe general appearance] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [document vital signs on same line as: Temp , Sats %, HR (and if regular or irregular, if explicitly mentioned), BP mmHg , RR ,] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [describe findings from cardiovascular examination] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank. - [describe findings from respiratory examination] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [describe findings from abdominal examination] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [describe findings from head and neck examination] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [describe findings from musculoskeletal examination] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [describe findings from neurological examination] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [describe findings from skin examination] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Diagnosis: 1. [list primary diagnosis] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) 2. [list secondary diagnoses] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) 3. [list differential diagnoses] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Plan: - [describe treatment plan, including medications, therapies, and lifestyle modifications] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [describe follow-up plans and referrals] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [mention patient education and counselling provided] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [mention any diagnostic tests or procedures ordered] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - [describe safety netting advice] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) (Never come up with your own patient details, assessment, diagnosis, differential diagnosis, plan, interventions, evaluation, plan for continuing care, safety netting advice, etc - use only the transcript, contextual notes or clinical note as a reference for the information you include in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript or contextual notes, you must not state the information has not been explicitly mentioned in your output, just leave the relevant placeholder or section blank.)(Use as many sentences as needed to capture all the relevant information from the transcript and contextual notes.)
Sample Clinical Note

Example of completed documentation using this template

Summary: Patient seen F2F, accompanied by spouse, presenting with ongoing cough and fatigue for the last two weeks. Examination showed mild wheezing and a raised temperature. Plan includes medication and follow-up.
Consent: Verbal consent obtained for the use of s10.ai Scribe software.
History:
- The patient reports a persistent cough and fatigue for two weeks.
- No red flag symptoms present.
- PMH/PSH: Hypertension, appendectomy.
- DH: Lisinopril. Allergies: None.
- FH: Father with COPD.
- SH: Lives with spouse, non-smoker, occasional alcohol use.
Examination:
- General appearance: Alert, slightly pale.
- Vital signs: Temp 38°C, Sats 95%, HR 88 regular, BP 130/85 mmHg, RR 20.
- Respiratory examination: Mild wheezing noted.
Diagnosis:
1. Acute bronchitis
2. Viral infection
Plan:
- Prescribed bronchodilator and advised rest.
- Follow-up in one week.
- Educated on cough management and hydration.
- Ordered chest X-ray to rule out pneumonia.
- Safety netting advice provided, including when to seek urgent care.
Clinical Benefits

Key advantages of using this template in clinical practice

  • This comprehensive clinical template is designed to streamline the documentation process for healthcare professionals, ensuring accurate and efficient recording of patient consultations. By incorporating high-search healthcare and clinical keywords, this template facilitates the capture of essential patient history, examination findings, and treatment plans, enhancing the quality of care and communication among medical teams. Clinicians can effortlessly document face-to-face or telephonic consultations, including detailed histories of presenting complaints, past medical and surgical histories, and relevant family and social histories. The template also supports the documentation of vital signs, examination findings across various systems, and diagnostic results, ensuring a thorough and organized approach to patient care. With sections dedicated to diagnosis, treatment plans, follow-up strategies, and patient education, this template empowers clinicians to deliver comprehensive care while maintaining compliance with documentation standards. Explore and implement this template to optimize your clinical workflows and improve patient outcomes.
Frequently Asked Questions

Common questions about this template and its usage

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