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Family Medicine Specialist Template

Problem Based Primary Clinic Note

A professional Family Medicine Specialist template for healthcare professionals.
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About this template

Streamline your clinical documentation with Heidi's "Problem Based Primary Clinic Note" template. Ideal for Family Medicine Specialists, General Practitioners, and other primary care providers, this template helps you meticulously capture patient encounters by organising information around specific issues. Easily document the History of Present Illness (HPI), Review of Systems, and Physical Exam findings, ensuring all relevant details are noted. The structured Assessment & Plan section allows for clear articulation of diagnoses, differential diagnoses, planned investigations, and treatment strategies for each identified problem. Enhance the clarity and comprehensiveness of your patient records, making follow-ups and inter-specialty communication seamless. Heidi’s AI scribe intelligently populates this note from your conversations, saving you valuable time.

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Family Medicine Specialist HPI: Chest Pain Patient presents with new-onset substernal chest pain, described as a dull ache, radiating to the left arm, occurring intermittently over the past 24 hours. Worse with exertion, relieved slightly by rest. Associated with mild shortness of breath but no palpitations or dizziness. Denies fever, cough, or recent illness. Fatigue Patient reports persistent fatigue for the last two weeks, not alleviated by rest. Interfering with daily activities and concentration. Review of Systems: Cardiovascular: Positive for chest pain, shortness of breath. Negative for palpitations, orthopnoea, paroxysmal nocturnal dyspnoea, oedema. Respiratory: Negative for cough, wheeze, sputum. Gastrointestinal: Negative for nausea, vomiting, diarrhoea, constipation, abdominal pain. Musculoskeletal: Negative for joint pain, stiffness, muscle weakness. Neurological: Negative for headache, dizziness, syncope, numbness, tingling. General: Positive for fatigue. Negative for fever, chills, unintentional weight loss or gain. Physical Exam: General: Alert and oriented, appears well-nourished, slightly pale. No acute distress. Cardiovascular: Regular rate and rhythm, no murmurs, rubs, or gallops. S1, S2 audible. Peripheral pulses 2+ and symmetrical. No peripheral oedema. Respiratory: Lungs clear to auscultation bilaterally. No wheezes, crackles, or rhonchi. Good air entry. Abdomen: Soft, non-tender, non-distended. Bowel sounds present in all four quadrants. No hepatosplenomegaly. Musculoskeletal: Full range of motion in all extremities, no tenderness to palpation. Neurological: Cranial nerves II-XII intact. Sensation intact. Motor strength 5/5 bilaterally. Assessment & Plan: Chest Pain - Diagnosis: Atypical chest pain, suspected angina pectoris - Differential Diagnosis: Gastroesophageal reflux disease, musculoskeletal pain, anxiety, pericarditis, pulmonary embolism. - Planned Investigations: Electrocardiogram (ECG) immediately, cardiac enzymes (troponin I, CK-MB), chest X-ray, complete blood count (CBC), basic metabolic panel (BMP). Exercise stress test to be considered if initial workup is negative. - Treatment Plan: Aspirin 300mg stat (if not contraindicated), sublingual glyceryl trinitrate (GTN) for pain relief, rest. Education on warning signs of myocardial infarction and when to seek urgent care. Lifestyle modifications including diet and exercise discussed. - Referrals: Cardiology referral for further evaluation. Fatigue - Diagnosis: Generalised fatigue, likely multifactorial. - Differential Diagnosis: Anaemia, hypothyroidism, sleep disorder, depression, chronic fatigue syndrome, nutritional deficiencies. - Planned Investigations: Thyroid stimulating hormone (TSH), ferritin, vitamin B12, vitamin D levels. Sleep study referral if indicated after initial blood work. - Treatment Plan: Encourage consistent sleep schedule, balanced diet, moderate exercise. Review medications for potential side effects. Follow-up in 2 weeks to review blood test results and discuss sleep hygiene. - Referrals: None at this time. Date of Note: 1 November 2024
HPI: [Document issue or request name – Issue 1] (State the issue, condition or request as named by the patient. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Document discussion points related to Issue 1] (Summarise relevant symptom details, concerns or functional impact discussed for this issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Document issue or request name – Issue 2] (State the issue, condition or request as named by the patient. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Document discussion points related to Issue 2] (Summarise relevant symptom details, concerns or functional impact discussed for this issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Document issue or request name – Issue 3, 4, 5] (State the issue, condition or request as named by the patient. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Document discussion points related to Issue 3, 4, 5] (Summarise relevant symptom details, concerns or functional impact discussed for this issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Review of Systems: [Document systems reviewed] (Include only the systems reviewed and any positive or relevant negative findings. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Physical Exam: [Document physical exam findings] (Organise by body system or region, including only relevant positive or negative findings. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Assessment & Plan: [Document issue or request name – Issue 1] (State the issue, condition or request being addressed. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document assessment or diagnosis for Issue 1] (Include the stated or documented diagnosis. Do not infer. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document differential diagnosis for Issue 1] (Include differential diagnoses if explicitly discussed. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document planned investigations for Issue 1] (List any planned investigations relevant to the issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document treatment plan for Issue 1] (Include treatment recommendations, medications, or advice for this issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document referrals for Issue 1] (Include referrals made for this issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Document issue or request name – Issue 2] (State the issue, condition or request being addressed. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document assessment or diagnosis for Issue 2] (Include the stated or documented diagnosis. Do not infer. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document differential diagnosis for Issue 2] (Include differential diagnoses if explicitly discussed. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document planned investigations for Issue 2] (List any planned investigations relevant to the issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document treatment plan for Issue 2] (Include treatment recommendations, medications, or advice for this issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document referrals for Issue 2] (Include referrals made for this issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Document issue or request name – Issue 3, 4, 5] (State the issue, condition or request being addressed. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document assessment or diagnosis for Issue 3, 4, 5] (Include the stated or documented diagnosis. Do not infer. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document differential diagnosis for Issue 3, 4, 5] (Include differential diagnoses if explicitly discussed. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document planned investigations for Issue 3, 4, 5] (List any planned investigations relevant to the issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document treatment plan for Issue 3, 4, 5] (Include treatment recommendations, medications, or advice for this issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) - [Document referrals for Issue 3, 4, 5] (Include referrals made for this issue. Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) (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

Family Medicine Specialist

Used

13 times

Type

Note

Last edited

21.1.2026

Created by

Heidi Team

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