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General Surgeon Template

General Surgeon HPB Consultation Note

A professional General Surgeon template for healthcare professionals.
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About this template

Streamline your general surgery consultations, especially for complex hepatopancreatobiliary (HPB) cases, with Heidi's "General Surgeon HPB Consultation Note" template. Designed for busy general surgeons with subspecialist HPB and hernia surgery training, this template ensures comprehensive documentation of patient chief complaints, detailed history of present illness, relevant imaging and test results, and thorough physical examination findings. Easily record key aspects of past medical history, social history, and family history. The template features a structured assessment and plan section, allowing for clear articulation of medical issues, proposed management, and patient counselling. Perfect for creating meticulous medical documentation and treatment summaries that capture all necessary clinical information, enhancing continuity of care and improving communication within your surgical team. This template is ideal for general surgeons seeking efficient and accurate clinical notes.

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**CHIEF COMPLAINT:** 1. Severe right upper quadrant abdominal pain, radiating to the back. 2. Yellowing of the skin and eyes. 3. Dark urine and pale stools. **HPI TODAY:** 01/11/2024 Mrs. Eleanor Vance, a 68-year-old female, presents with a 3-week history of worsening right upper quadrant abdominal pain, which she describes as "a constant, dull ache that sometimes feels like a sharp stab." The pain is non-radiating but occasionally feels like it goes through to her back. She also reports a 1-week history of progressive jaundice, dark urine, and pale, clay-coloured stools. She denies fever, chills, nausea, vomiting, or significant weight loss. She states, "I've lost my appetite a bit, but I haven't been trying to lose weight." She has no history of gallstones or previous pancreatitis. **I personally reviewed and interpreted the scans and agree with the findings.** CT Abdomen/Pelvis performed on 28/10/2024 at St. Jude's Hospital: Revealed a 2.5 cm mass in the head of the pancreas, causing dilation of the common bile duct and intrahepatic ducts. No obvious distant metastases were identified. The lesion appears resectable. MRI Cholangiopancreatography (MRCP) performed on 30/10/2024 at Regional Imaging Centre: Confirmed the pancreatic head mass and severe common bile duct obstruction. No evidence of vascular involvement of the superior mesenteric artery or portal vein was noted, suggesting potential resectability. Serum Bilirubin (total) on 30/10/2024: 125 umol/L (elevated). Liver Function Tests (LFTs) on 30/10/2024: ALP 350 U/L, GGT 400 U/L (both significantly elevated), AST 60 U/L, ALT 70 U/L (mildly elevated). CA 19-9 on 30/10/2024: 1500 U/mL (markedly elevated). Mrs. Vance is a retired primary school teacher and enjoys gardening and reading. She notes that her current symptoms have significantly impacted her ability to participate in these hobbies. PMH, PSH, MEDS, ALLERGIES, SH, and FH: - Information reviewed with patient and in EMR, with changes made where appropriate. - PMH: Hypertension, well-controlled on medication; Type 2 Diabetes, diet-controlled. No prior surgeries. No known drug allergies. Social History: Non-smoker, rarely consumes alcohol. Family History: Mother passed away from colon cancer at age 75. Father died of a myocardial infarction. PHYSICAL EXAMINATION: CONSTITUTIONAL: Well-developed, well-nourished female in mild discomfort but not acute distress. Jaundiced sclera and skin noted. Alert and oriented to person, place, and time. PSYCHIATRIC: Mood is anxious but cooperative. Affect is appropriate to the situation. Judgement and thought content appear intact. ABDOMINAL EXAMINATION: Soft, non-distended. Moderate tenderness to palpation in the right upper quadrant. No guarding or rebound tenderness. Positive Murphy's sign absent. No palpable masses or organomegaly. Bowel sounds are normoactive. **ASSESSMENT AND PLAN:** Mrs. Vance is a 68-year-old female presenting with obstructive jaundice and right upper quadrant pain, highly suspicious for a resectable pancreatic head mass based on imaging and tumour markers. 1. Pancreatic Head Mass, likely adenocarcinoma with obstructive jaundice. - ASSESSMENT: High clinical suspicion for pancreatic adenocarcinoma given patient's age, symptoms, imaging findings (mass in pancreatic head causing bile duct dilation, no clear vascular involvement, no distant mets), and elevated CA 19-9. Patient is currently jaundiced and symptomatic. - PLAN: Proceed with endoscopic ultrasound (EUS) with fine-needle aspiration (FNA) for tissue diagnosis and potential biliary stenting to relieve obstruction. "I just want to know what it is so we can do something," she stated. Will also order a repeat CT chest for further metastatic workup. Discuss case at multidisciplinary team (MDT) meeting for formal staging and management planning. Pending MDT discussion, surgical exploration for pancreaticoduodenectomy (Whipple procedure) is a strong consideration given current findings. - COUNSELLING: Discussed the likely diagnosis of pancreatic cancer, its aggressive nature, and the importance of multidisciplinary management. Explained the rationale for EUS/FNA for diagnosis and stenting for jaundice relief. Discussed the Whipple procedure as the potential definitive treatment, outlining its complexity and potential risks, including fistula, bleeding, and infection. Patient understood the need for further tests and the proposed surgical approach. **ORDERS:** - EUS with FNA of pancreatic head mass and biliary stenting for obstruction. - Repeat CT Chest. - Continue current home medications. - NPO after midnight for EUS procedure. **FOLLOW UP:** Follow-up appointment to be scheduled in 1 week following EUS results and MDT discussion to review findings and finalise management plan. Patient will be contacted by the nurse coordinator regarding EUS scheduling. **SHORT SUMMARY:** Mrs. Vance, a 68-year-old, presents with obstructive jaundice and RUQ pain, indicative of a pancreatic head mass. Imaging and tumour markers are highly suggestive of pancreatic adenocarcinoma. The plan involves EUS with FNA and biliary stenting, further staging, and discussion at MDT, with potential for a Whipple procedure.
**CHIEF COMPLAINT:** [chief complaints] (Write as a numbered list. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) **HPI TODAY:** [date of current consultation] (Write in DD/MM/YYYY format. Only include if explicitly mentioned in transcript, context or clinical note; else omit placeholder, retain heading and lead-in, and leave blank.) [current surgical situation] (Description of current surgical situation, including symptoms or lack thereof. Mention relevant negatives. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Write as a paragraph.) [relevant imaging results] (Include date of scan, location of scan, and key findings with dates retained. If imaging was done, always include the phrase "I personally reviewed and interpreted the scans and agree with the findings." Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Write as a paragraph.) [relevant test results] (Include interpretation and retain key dates. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Write as a paragraph.) [occupation and hobbies] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) PMH, PSH, MEDS, ALLERGIES, SH, and FH: "- Information reviewed with patient and in EMR, with changes made where appropriate." - [key aspects of PMH, PSH, meds, allergies, SH, and FH] (Summarise in bulleted form. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) PHYSICAL EXAMINATION: [constitutional] (General appearance and state of distress. Level of consciousness. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) [psychiatric] (Mood and affect. Behaviour. Judgement and thought content. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) [abdominal examination] (Only include if explicitly mentioned in transcript, context or clinical note. If no physical examination was performed, omit this section entirely.) **ASSESSMENT AND PLAN:** [patient summary] (Patient's age and a brief one to three sentence summary of their condition. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) (Repeat the following format for each medical issue discussed. Number each sequentially.) 1. [medical issue] (Condition name. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) - [assessment] (Current assessment of the condition. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) - [plan] (Proposed plan for management or follow-up. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) - [counselling] (Description of the condition, natural history, or similar, only if discussed. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) **ORDERS:** [orders] (List orders for labs or medications. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) **FOLLOW UP:** [follow-up plan] (Follow-up plan timeframe including future tests ordered. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) **SHORT SUMMARY:** [summary of today's visit] (Summarise today's visit in no more than three sentences. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) (Write as a general surgeon with subspecialist hepatopancreatobiliary and hernia surgery training. Use a moderate amount of detail. Insert short quotes from the patient where appropriate.)
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Last edited

24.3.2026

Created by

Joel Lewin

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