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Veterinarian Template

Initial consultation/intake

A professional Veterinarian template for healthcare professionals.
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About this template

Streamline your veterinary practice's record-keeping with our comprehensive 'Initial Consultation/Intake' template. Designed specifically for veterinarians, this template provides a structured SOAP note example for veterinary use, covering everything from patient demographics and visit details to thorough subjective observations, objective physical exam findings, diagnostic results, assessment, and a detailed plan. Ensure no critical information is missed during initial consultations or recheck appointments. This easy-to-use format is ideal for capturing essential patient history, current medications, vital signs, and recommendations for pet owners. Perfect for busy vets, this template helps maintain clear, concise, and complete patient records, making follow-ups and continuity of care seamless. Heidi's AI scribe integration will effortlessly populate sections from your consultation transcript.

Preview template

PATIENT: Patient ID: PAW001 10 years, DOB: 01/05/2014 Female, Spayed Weight: 25.3 kg Microchip #: 981000000123456 VISIT: Reason: Annual wellness check and vaccination booster Veterinarian: Dr. Emily White, BVSc Check In: 01/11/2024 09:30 Check Out: 01/11/2024 10:15 Referring Practice: Green Meadows Veterinary Clinic SUBJECTIVE: History: Daisy is a 10-year-old Labrador Retriever presented for recheck to monitor overall health and receive her annual vaccinations. The owner reports Daisy has been active, eating well, and no changes in behaviour. She has had no episodes of coughing, vomiting, or diarrhoea since her last visit. The owner noted a slight increase in thirst over the past month but no changes in urination frequency. Current medications: Rimadyl 50mg, 1 tablet BID as needed for mild osteoarthritis, last given 3 days ago. OBJECTIVE: Vitals: - Temperature: 38.5°C - Heart Rate: 100 bpm - Respiratory Rate: 24 rpm - Weight: 25.3 kg Physical Exam: - General Appearance: Bright, alert, and responsive. Good body condition score 4/9. - EENT: Eyes clear, no discharge or redness. Ears clean, no odour or discharge, canals patent. Nose moist, no discharge. No evidence of inflammation or pain on palpation. - Oral Cavity: Mild dental tartar present, particularly on molars. Gums pink and moist, capillary refill time <2 seconds. No oral lesions noted. - CV: Normal heart sounds, no murmurs or arrhythmias detected. Femoral pulses strong and synchronous. - Resp: Lungs clear on auscultation, no adventitious sounds. Normal respiratory effort. - Neuro: Cranial nerves intact. Proprioception normal in all four limbs. No ataxia or neurological deficits observed. - Integument: Coat is clean and shiny, no alopecia or ectoparasites noted. Skin supple, no lesions or masses palpated. Small lipoma caudal to left elbow, stable in size. - Abdomen/GI: Abdomen soft and non-painful on palpation. No organomegaly or masses detected. Normal bowel sounds. - Musculoskeletal: No lameness noted on gait analysis. Mild crepitus in both stifles, consistent with known osteoarthritis. Full range of motion in all joints with no pain on manipulation. - Urogenital: External genitalia appear normal for a spayed female. No discharge. - Lymph: Peripheral lymph nodes non-palpable and within normal limits. - Rectal: Normal anal tone, no perianal abnormalities. Diagnostic Results: Routine senior blood panel (CBC, Chemistry, Urinalysis) sent to external lab; results pending. Previous urinalysis 6 months ago was normal. Current in-house urine specific gravity: 1.028. ASSESSMENT: Daisy is a 10-year-old spayed female Labrador Retriever presenting for an annual wellness exam. Overall good health, but age-related changes are noted, including mild dental disease and osteoarthritis. The owner's observation of increased thirst warrants investigation with a pending blood panel and urinalysis to rule out underlying metabolic or renal issues. PLAN: Diagnostic/Treatment Plan: Awaiting full blood panel and urinalysis results. Recommended dental scaling and polishing in the near future. Continue Rimadyl as needed for osteoarthritis; consider daily joint supplement. Discussed potential for senior diet. Recommendations: Owner advised to monitor Daisy's water intake and urination closely. Follow-up call to discuss lab results once available. Scheduled a dental consult for next month. Advised on the importance of regular exercise and weight management for osteoarthritis.
PATIENT: [Patient ID] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) [Age], DOB: [Date of Birth] (Use DD/MM/YYYY. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) [Sex, Neutering Status] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) Weight: [Weight] (Use kg. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) Microchip #: [Microchip Number] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) VISIT: Reason: [Reason for Visit] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) Veterinarian: [Veterinarian Name and Qualifications e.g. BVSc, MMedVet] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) Check In: [Check In Date and Time] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) Check Out: [Check Out Date and Time] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) Referring Practice: [Referring Practice Name] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) SUBJECTIVE: History: [Patient Name] is a [Age]-year-old [Species/Breed] presented for recheck to monitor [Condition]. The owner reports [Owner's observations and comments]. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) Current medications: [List of current medications] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) OBJECTIVE: Vitals: - Temperature: [Temperature] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Heart Rate: [Heart Rate] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Respiratory Rate: [Respiratory Rate] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Weight: [Weight] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) Physical Exam: - General Appearance: [General appearance observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - EENT: [Eyes, Ears, Nose, and Throat observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Oral Cavity: [Oral cavity observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - CV: [Cardiovascular system observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Resp: [Respiratory system observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Neuro: [Neurological system observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Integument: [Integumentary system observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Abdomen/GI: [Abdominal and gastrointestinal system observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Musculoskeletal: [Musculoskeletal system observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Urogenital: [Urogenital system observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Lymph: [Lymphatic system observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) - Rectal: [Rectal exam observations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) Diagnostic Results: [List of diagnostic results including blood work, imaging, urinalysis, etc.] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) ASSESSMENT: [Assessment based on subjective and objective findings] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) PLAN: Diagnostic/Treatment Plan: [Outline the plan for ongoing treatment, medications, procedures, or further diagnostics] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) Recommendations: [List of recommendations provided to the owner] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit section entirely.) (Never come up with your own patient details, assessment, plan, interventions, evaluation, or 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 that the information has not been explicitly mentioned in your output; simply leave the relevant placeholder or omit the placeholder completely.)
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Specialty

Veterinarian

Used

14 times

Type

Note

Last edited

22.1.2026

Created by

Heidi Team

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