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History of Present Illness (HPI) Template - Canada

Dr. Ben Condon

Clinical Director•July 31, 2026•8 min read•
•

Fact checked by Dr. Thomas Kelly MD

Table of Contents

History of Present Illness (HPI) Template

What is an HPI Template?

The Real-World Impact of Diligent HPI Template Documentation

How to Write an Effective HPI: Step-by-Step Guide with Examples

HPI Template Example

Easily Complete HPI Templates with Heidi

Free History of Present Illness (HPI) Templates

FAQs About HPI Templates

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History of Present Illness (HPI) Template

This comprehensive HPI template helps general practitioners gather detailed patient histories, supporting preliminary assessments, diagnosis, and treatment planning. With Heidi, you can instantly generate history of present illness records that:

  • Document detailed patient history, including symptom onset, severity, and impact on daily life.
  • Identify key symptoms, modifying factors, and potential risk factors to narrow down possible diagnoses.
  • Surface relevant findings to support your assessment of the likely diagnosis and next steps for treatment and follow-up.
View TemplateSee Sample PDF

What is an HPI Template?

A History of Present Illness (HPI) template is a structured format used to document the history of a patient's current medical condition. The HPI details key elements such as the onset of the disease, duration, severity, and associated symptoms.

HPI templates are essential for gathering and organizing the relevant history of a patient’s current illness. This helps ensure that no important details are missed, and treatment plans are well-informed to provide effective care.

This article covers practical tips for writing strong HPIs, common documentation mistakes to avoid, and customisable, AI-compatible templates you can use right away.

The Real-World Impact of Diligent HPI Template Documentation

HPI templates are critical for accurate diagnosis and timely care. A recent study estimated that around 80% of medical conditions can be correctly diagnosed by thorough HPI documentation. Additionally, it posits that digital tools can be used to improve doctors’ ability to obtain efficient and high-quality HPI documentation.

Leah Battista was 20 years old when she walked into Kingston General Hospital with chest pain and a heart rate over 100 bpm. Within 12 hours, she was discharged twice, sent home first with painkillers and then with an inhaler. Five days later, she was in cardiac arrest on the way back to the ER. She had a massive pulmonary embolism. It was entirely missed.

The coroner's findings were specific. Her heart rate and her use of hormonal contraceptives were both criteria in the PERC rule for PE risk. Neither made it between shifts. The first diagnosis held because no one stopped to rule out something worse.

What failed Leah wasn't a reckless clinician. It was a clinical picture that passed through two shifts and two discharges without ever fully belonging to anyone, the history never captured completely enough to catch what was being missed.

This case highlights the importance of diligent, thorough HPI documentation for preventing diagnostic errors.

How to Write an Effective HPI: Step-by-Step Guide with Examples

While the template lays the groundwork, it’s ultimately up to healthcare providers to follow best practices to ensure effective HPI documentation. Below is our practical, step-by-step guide, along with some tips on how to fill out your HPI template:

1. Start with the Chief Complaint (CC)

Open with a clear, single-line summary of the patient’s reason for seeking care. This is the foundation of the HPI which will set the tone for the rest of the document.

Example:
Patient presents with severe chest pain lasting nearly 2 hours.

2. Structure the HPI Using a Proven Framework

Use the acronym SOCRATES to ensure you’re able to document a complete and organized narrative:

  • S - Site: Where is the symptom?
  • O - Onset: When did it start?
  • C - Character: What does it feel like (e.g., sharp or dull pain)?‍
  • R - Radiation: Does it spread to other areas?‍
  • A - Associations: Are there other symptoms present?‍
  • T - Timing/Time Course: How often does it occur? Has the pain changed over time?‍
  • E - Exacerbating/Relieving Factors: What makes the symptom better or worse?‍
  • S - Severity: How intense is the pain?

Example - Note that the letters below in bold are only included for practice purposes, not in actual HPI documents:
Central chest pain (S). Sudden onset while climbing stairs at home (O). Tight, crushing sensation (C), radiating to left arm and jaw (R). Reported shortness of breath, sweating, and nausea (A). Continuous for 2 hours without relief (T), and worsens with physical exertion and deep breathing; no relief with rest or antacids (E). Pain rated 8/10 (S).

3. Include Relevant Context and History

Detail any relevant past conditions, as well as current medications and allergies that can potentially complicate treatment plans. Additionally, include the patient’s family history to rule out genetic factors and hereditary conditions.

Outline their social history and lifestyle factors like smoking, alcohol consumption, and the patient’s occupation, to rule out risk factors and other potential underlying cases.

Example:
Medical History - 45-year-old male with a history of hypertension and hyperlipidemia presents with sudden onset of chest pain radiating to the left arm. No previous cardiac arrests but reports of occasional heart palpitations.

Medications - Lisinopril 10 mg daily for hypertension, and atorvastatin 20 mg daily for hyperlipidemia.

Allergies - No known drug allergies.

Family History - Father died of myocardial infarction at age 50, and mother has type 2 diabetes.

Social History - Been smoking at least 1 pack of cigarettes daily for 20 years, and drinks alcohol occasionally. Works a high-stress office job.

4. Focus on Clarity and Brevity

Keep your sentences short and precise, avoid medical jargon unless essential, and stick to a logical order; beginning with the onset before describing the progression. HPI notes are often used to inform emergency and admission notes so they must be able to give a complete picture of the patient’s situation in a few short sentences.

Example:
Sudden onset of sharp chest pain, radiating to the left arm and jaw. Continuous for 2 hours and no relief with rest or antacids.

5. End with a Summary and Next Steps

Conclude the HPI documentation with a concise summary of the key details, and include any working diagnosis or planned testing. A well-written summary improves handoffs and communication between healthcare providers for a quicker, more accurate diagnosis.

Example:
Patient presents with acute chest pain radiating to left arm, onset 2 hours ago. Suspected myocardial infarction. Will order ECG and troponin test.

HPI Template Example

You can download a copy of this document, or auto-fill it seamlessly with Heidi, your AI care partner.

Copy Google Doc

Here’s a free HPI example in PDF and Google Doc form.

HPI Template with Examples

HPI documentation is critical in emergencies, but writing notes manually is time-consuming and error-prone. Heidi gives you a faster, more accurate way to produce thorough HPI notes without the admin burden.

Dr. Sarah Bellefontaine, psychologist and clinic director at Four Wings Psychology in Ottawa, sees around 20 clients a week. Before Heidi, notes spilled into her evenings. She was less present in sessions, her mind occupied with what she still had to write.

"I took a sigh of relief when I finished the day and all my notes were done and looking good."

Now she's out of the office sooner, less fatigued between sessions, and more focused on the person in front of her. "I feel like I'm more with my client. I'm not having to think about what I'm documenting and missing interventions."

Saving time was the obvious win; carrying less out of the room was the one she didn't expect. Heidi captures clinically relevant detail without overstating it, a distinction that matters in a therapy room, where what isn't said carries as much weight as what is. Dr. Bellefontaine puts it plainly: "It's really good at reading between the lines but not overstating."

Easily Complete HPI Templates with Heidi

Most clinicians spend 60–90 minutes after clinic finishing notes. Heidi cuts that at the source. It transcribes your visit as it happens, picking up what you say and anything you type into context notes for details you'd rather not verbalise. When the session ends, just select your HPI template and Heidi fills it in. Read it over and you're good to go.

  • Document without the screen between you: Heidi transcribes your visit as it happens, so your notes reflect the conversation, not a summary you pieced together afterward.
  • Your HPI is just the start: Ask Heidi for physical exam notes, treatment plans, or referral letters and it pulls them from the same conversation.
  • Built around how you work: Choose from specialty-specific templates or adjust them to match your preferred format and documentation style.

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Free History of Present Illness (HPI) Templates

History of Presenting Complaint Template

General practitioners can use this HPI complaint template to build a clear, consistent account of relevant medical histories during patient visits. It pulls together key points including the onset, duration, and characteristics of the patient's current condition along with associated symptoms.

View Template‍

HPI Medical Example Template

This template with an HPI section is designed for emergency medicine specialists. It gathers critical patient information including past medical history, habits, medications, and a detailed history of present illness to inform emergency care plans.

View Template‍

Emergency Medicine HPI Template

This emergency admission template, which includes an HPI section is designed to outline essential patient information during an emergency admission. It covers the reason for presentation, relevant medical history, review of systems, and management en route, among others.

View Template

FAQs About HPI Templates

HPI focuses on the information regarding the patient’s current complaint, while review of systems (ROS) performs a broader review of the patient’s bodily systems. The latter aims to uncover additional issues and symptoms even if they’re not directly related to the current complaint.

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