Skip to main content

Heidi launches first AI device for clinical work: Remote

Heidi AI
Log inGet Heidi free
Orthopaedic Surgeon Template

New Patient - Note [Orthopaedic Surgeon]

A professional Orthopaedic Surgeon template for healthcare professionals.
Use this templateBrowse more templates
Browse more templates

About this template

Need a clear and concise way to document new patient consultations? This 'New Patient Note' template is perfect for Orthopaedic Surgeons. It helps you capture essential information like presenting symptoms, diagnoses, and treatment plans. This template, when used with Heidi, ensures all key aspects of the consultation are recorded, from the history of presenting complaint to examination findings and discussion. It's designed to streamline your note-taking process, saving you time and improving the accuracy of your medical documentation. Easily create comprehensive medical documentation with this template.

Preview template

Summary: - 62-year-old male presents with right knee pain and swelling. - Diagnoses: Diagnosis: Osteoarthritis of the right knee. - Plan: Plan: Discussed conservative management options including physiotherapy and analgesia. HOPC: - History of presenting complaint: Patient reports gradual onset of right knee pain over the past six months, worsening with activity and relieved by rest. He also reports stiffness in the morning and occasional swelling. - Specific musculoskeletal concerns such as joint pain, stiffness, swelling, injuries, fractures, deformities: Right knee pain, stiffness, and swelling. - Onset, duration, severity, aggravating/alleviating factors, associated symptoms, previous injuries or trauma: Onset was gradual six months ago. Pain is worse with activity and better with rest. Associated symptoms include morning stiffness and occasional swelling. No previous injuries or trauma. - Previous treatments such as physiotherapy, medications, surgeries and their outcomes: Patient has tried over-the-counter analgesics with limited relief. - Patient’s goals for this visit: Patient wants to understand the cause of his knee pain and explore treatment options. - Patient's ideas, concerns, and expectations: Patient is concerned about the possibility of needing surgery. Past medical and surgical Hx: - Past medical history: Hypertension, well controlled with medication. - Previous surgeries: Appendectomy at age 30. Medications: - Current medications: Lisinopril 10mg daily. Allergies: - Allergies including type of reaction if mentioned: NKDA. Social history: - Details such as handedness, employment, sports/physical activities, smoking, alcohol use, drug use, home supports, hobbies: Retired, non-smoker, occasional alcohol use. Lives with his wife. Examination and Investigations: - Musculoskeletal examination including inspection, palpation, ROM, strength, joint stability, deformity, swelling, tenderness: Inspection revealed mild swelling of the right knee. Palpation elicited tenderness along the medial joint line. Range of motion was limited due to pain. No instability noted. - Investigations including date (month/year), type (e.g., X-ray, CT, MRI), imaging provider (e.g., PRC, SKG, i-Med), and findings: X-ray of the right knee (October 2024) showed mild joint space narrowing and osteophyte formation. Discussion and Plan: - Discussion including diagnosis explanation, treatment options (operative/non-operative), informed consent, education, post-operative instructions, complications to watch for, rehabilitation plan, family/patient concerns addressed, and relevant referrals: Explained the diagnosis of osteoarthritis. Discussed conservative management options including physiotherapy, weight management, and analgesia. Informed patient about the potential need for joint replacement in the future. Referred patient to physiotherapy for strengthening exercises. Addressed patient's concerns about surgery.
Summary: - [Age] [sex] presents with [presenting symptoms] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) - [Diagnoses] (Only include if at least one diagnosis is explicitly mentioned. Write in the format: "Diagnosis: [diagnoses]" and include all explicitly mentioned diagnoses.) - [Plan summary] (Only include if plan is explicitly mentioned. Write in the format: "Plan: [brief summary of management plan]") HOPC: - [History of presenting complaint] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) - [Specific musculoskeletal concerns such as joint pain, stiffness, swelling, injuries, fractures, deformities] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) - [Onset, duration, severity, aggravating/alleviating factors, associated symptoms, previous injuries or trauma] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) - [Previous treatments such as physiotherapy, medications, surgeries and their outcomes] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) - [Patient’s goals for this visit] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) - [Patient's ideas, concerns, and expectations] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) [Past medical and surgical Hx:] (Include this section heading only if any past medical or surgical history is explicitly mentioned.) - [Past medical history] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) - [Previous surgeries] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) [Medications:] (Include this section heading only if medications are explicitly mentioned. Omit completely if “nil medications” or similar is stated.) - [Current medications] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) [Allergies:] (Include this section heading only if allergies are explicitly mentioned. Omit completely if "NKDA", "no known allergies", or similar is stated.) - [Allergies including type of reaction if mentioned] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) [Social history:] (Include this section heading only if any social history is explicitly mentioned.) - [Details such as handedness, employment, sports/physical activities, smoking, alcohol use, drug use, home supports, hobbies] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) [Examination and Investigations:] (Include this section heading only if any examination or investigation findings are explicitly mentioned.) - [Musculoskeletal examination including inspection, palpation, ROM, strength, joint stability, deformity, swelling, tenderness] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) - [Investigations including date (month/year), type (e.g., X-ray, CT, MRI), imaging provider (e.g., PRC, SKG, i-Med), and findings] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) [Discussion and Plan:] (Include this section heading only if discussion or plan is explicitly mentioned.) - [Discussion including diagnosis explanation, treatment options (operative/non-operative), informed consent, education, post-operative instructions, complications to watch for, rehabilitation plan, family/patient concerns addressed, and relevant referrals] (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) (Never create patient details, assessment, plan, interventions, evaluation, or continuing care not explicitly mentioned in the transcript, contextual notes or clinical note. If information related to a placeholder is not explicitly mentioned, omit the placeholder completely without stating that information is missing. For imaging providers, include the exact name as stated in the transcript. For dates, format as month/year (e.g., "January 2023"). For wound care, state briefly if mentioned. Do not quote patient or audio recording directly.)
Browse more templatesUse this template

How to use this template

Step 1: Download the template
1Step 1

Download the template

Get started by downloading the template to your device

Step 2: Customize to your needs
2Step 2

Customize to your needs

Tailor the template to match your specific requirements

Step 3: Deploy and share
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse more templatesUse this template

Related Templates

Document

New Patient - Letter [Orthopaedic Surgeon]

Anton Lambers

Orthopaedic Surgeon, Australia

Note

Telehealth note

Vignaa Prashanth Gandhi

Orthopaedic Surgeon, Australia

Note

Orthopedic Specialist Reply letter MUH_CPH

TAKAHISA OGAWA

Orthopaedic Surgeon, Australia

Start practicing with a partner

Care is better with Heidi
Use this template

Specialty

Orthopaedic Surgeon

Used

15 times

Type

Note

Last edited

21/10/2025

Created by

Anton Lambers

Ask AI about Heidi:

Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • AU/NZ

  • Canada

  • UK

  • GDPR

  • HIPAA

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

About Us

  • Contact Us

  • Company

  • Customer Stories

  • Media

  • Open Roles

    10+
  • People

  • Partnerships

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility