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General Practitioner Template

Advice and Guidance Letter

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

Streamline your referral process with the 'Advice and Guidance Letter' template, ideal for General Practitioners seeking specialist input. This comprehensive template facilitates clear communication between primary and secondary care, allowing GPs to efficiently document patient details, presenting complaints, medical history, and specific clinical questions. Designed for use with Heidi, it intelligently populates relevant fields, ensuring all necessary information for a cardiology referral, for example, is accurately captured. Enhance patient care coordination and save valuable time when seeking expert opinions from consultants, making complex medical communications straightforward and professional.

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Dr. Sarah Jenkins General Practitioner Wellness Medical Centre 123 Health Street MediCity, Greater London, SW1A 1AA 020 7946 0000 sarah.jenkins@wellnessmedical.com 1 November 2024 Dr. David Sharma Consultant Cardiologist CardioCare Clinic 45 Heart Lane London, Greater London, N1 2BC Dear Dr. Sharma Re: Advice and Guidance Referral for AB, 15/03/1975 I am writing to seek your advice and guidance regarding the management of this patient, a 49-year-old female who presents with recurrent palpitations and occasional exertional chest discomfort. This patient has a history of well-controlled hypertension for the past 5 years and a family history of ischaemic heart disease in her father. Current medications include: Amlodipine 5mg once daily, Ramipril 2.5mg once daily. Allergies: Penicillin (rash). Social History: Lives with her husband. Works as a school teacher. Non-smoker. Drinks alcohol occasionally, 2-3 units per week. No illicit drug use. Clinical Findings: * ECG: Sinus rhythm with occasional premature atrial contractions, otherwise unremarkable. * Blood Pressure: 130/85 mmHg (clinic reading). * Physical Examination: Normal heart sounds, no murmurs, clear lungs. Peripheral pulses are strong and equal. * Blood tests: Normal FBC, U&Es, LFTs, and TFTs. Lipids: Total Cholesterol 5.2 mmol/L, HDL 1.1 mmol/L, LDL 3.5 mmol/L. Current Management: * Patient advised to monitor symptoms and keep a diary of palpitations. * Encouraged to maintain a healthy lifestyle, including regular exercise and a balanced diet. * Follow-up ECG planned in 3 months if symptoms persist or worsen. Specific Questions/Concerns: * Given the recurrent nature of the palpitations and her family history, what further investigations would you recommend at this stage? * Is there a role for a Holter monitor or event recorder? * Are there any specific medication adjustments that should be considered? I would appreciate your expert opinion regarding: - The need for referral for specialist cardiology assessment versus ongoing primary care management. - Potential therapeutic interventions for symptomatic relief. Thank you for your time and assistance in this matter. Please do not hesitate to contact me if further information is required. Yours sincerely, Dr. Sarah Jenkins General Practitioner 020 7946 0000
[clinician full name] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [clinician professional title] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [clinic name] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [clinic street address] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [clinic city, region, and postcode] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [clinic phone number] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [clinician email address] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [date of letter] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [consultant full name] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [consultant professional title] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [consultant clinic name] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [consultant clinic street address] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [consultant clinic city, region, and postcode] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) Dear [consultant title and surname] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) Re: Advice and Guidance Referral for [patient initials or anonymised ID], [patient date of birth] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) I am writing to seek your advice and guidance regarding the management of [brief patient identifier, e.g. "this patient"], a [patient age]-year-old [patient gender] who presents with [describe presenting complaint] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a full sentence.) This patient has a history of [relevant past medical history] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a full sentence.) Current medications include: [list of medications with dose/frequency if known] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a full sentence.) Allergies: [document any known drug or substance allergies] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a full sentence.) Social History: [social circumstances including living situation, occupation, substance use, or other relevant background] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write in paragraph or bullet form.) Clinical Findings: [findings from physical examination, vital signs, or investigation results relevant to the referral] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write in bullet points.) Current Management: [summary of treatment or management already trialled or underway] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write in bullet points.) Specific Questions/Concerns: [list one or more targeted clinical queries requiring consultant input] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write in bullet points.) I would appreciate your expert opinion regarding: - [suggested investigations or treatment adjustments] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write in bullet points.) Thank you for your time and assistance in this matter. Please do not hesitate to contact me if further information is required. Yours sincerely, [clinician full name] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [clinician professional title] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) [clinic phone number] (Only include if explicitly mentioned in transcript or context, else omit section entirely. Write as a single line.) (For each section, only include if explicitly mentioned in transcript or context, else omit section entirely. Never come up with your own patient details, assessment, plan, interventions, evaluation, or next steps—use only the transcript, contextual notes, or clinical note as reference for all information. If any information related to a placeholder has not been explicitly mentioned, do not state that in the output; simply leave the relevant placeholder or section out entirely. Use as many lines, paragraphs, or bullet points as needed to capture all relevant information from the transcript.)
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Specialty

General Practitioner

Used

5 times

Type

Note

Last edited

21.1.2026

Created by

Heidi Team

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