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General Practitioner Template

Dr. Dad Annual Exam V3 (BILH)

A professional General Practitioner template for healthcare professionals.
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Streamline your general practice with the 'Dr. Dad Annual Exam V3 (BILH)' template, a comprehensive medical documentation solution. This annual exam template is specifically designed for general practitioners, family doctors, and internal medicine specialists to efficiently capture detailed patient information. It covers subjective complaints, a thorough review of systems, physical examination findings, and a structured assessment and plan. With Heidi's AI scribe, this template ensures all crucial aspects of an annual physical are documented, including historical context, medication reconciliation, and robust follow-up instructions, creating precise and consistent patient records every time.

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Subjective: Alice Smith is a 45 y.o. female here for her annual exam. She reports feeling generally well and denies any acute complaints. She expresses some mild stress related to her demanding job, but states she is managing it effectively. She has no new concerns today. Ms. Smith reports feeling relatively stable emotionally, despite the aforementioned work-related stress. She finds solace in her weekly yoga practice and spending time with her family. Ms. Smith has a history of well-controlled essential hypertension and seasonal allergies. She has been a patient of Dr. Kelly for the past 8 years and consistently attends her annual exams. Her blood pressure has been within target range on her current medication regimen for the last two years. She occasionally uses over-the-counter antihistamines for her allergies, particularly in the spring. Cardiovascular: In previous sessions, Ms. Smith's hypertension has been managed with Ramipril 5mg daily. Her blood pressure readings have consistently been within the normal range. She last saw her cardiologist, Dr. Anya Sharma, six months ago for a routine follow-up, where her cardiovascular health was deemed stable. Today, Ms. Smith reports no new cardiovascular symptoms such as chest pain, palpitations, or shortness of breath. She continues to take her Ramipril as prescribed and monitors her blood pressure at home weekly, reporting consistent readings around 120/80 mmHg. Respiratory: Historically, Ms. Smith has suffered from seasonal allergies, primarily in spring, presenting with sneezing, nasal congestion, and itchy eyes. She has not required any specialist consultation for this. Currently, she reports her seasonal allergies are well-controlled with occasional use of cetirizine. She denies any new respiratory symptoms such as cough, wheezing, or difficulty breathing. Ms. Smith follows a balanced diet, primarily vegetarian with occasional fish. She aims for five portions of fruits and vegetables daily and limits processed foods. Ms. Smith is currently being reviewed by Dr. Anya Sharma (Cardiology) for her essential hypertension, which is stable. Interval medical history from the context tab: Patient has consistently maintained her hypertension and seasonal allergies. No new medical conditions or significant health events since last annual exam. Patient completed a course of physical therapy for mild lower back pain 8 months ago, with complete resolution of symptoms. Last Assessment & plan from the context tab: 1. Essential Hypertension - Continue Ramipril 5mg daily. - Monitor home blood pressure readings. - Follow up with Cardiology in 6 months. 2. Seasonal Allergies - Continue use of over-the-counter antihistamines as needed. - Avoid known allergens. Medication and allergies from the context tab: Medications: - Ramipril 5mg daily - Cetirizine 10mg as needed for allergies Allergies: - Penicillin (rash) Past medical history from the context tab: - Essential Hypertension (diagnosed 2018) - Seasonal Allergies (diagnosed childhood) - Mild lower back pain (resolved, 2023) Past surgical history from the context tab: - Appendectomy (1998) Family history from the context tab: - Mother: Hypertension, Type 2 Diabetes - Father: Coronary Artery Disease (died at 65) - Sister: No significant medical history Social history from the context tab: - Married, lives with husband and two children. - Works full-time as a project manager. - Enjoys yoga, hiking, and reading. Alcohol use: Occasionally consumes alcohol, 1-2 units per week. Smoking history: Never smoked. Drug use history: Denies illicit drug use. Wt Readings from Last 3 Encounters: - 01/11/2023: 68 kg - 01/11/2022: 67.5 kg - 01/11/2021: 68.2 kg BP Readings from Last 3 Encounters: - 01/11/2023: 125/82 mmHg - 01/11/2022: 122/80 mmHg - 01/11/2021: 128/84 mmHg Review of Systems: General: Patient appears well, alert, and oriented. No acute distress. Eyes: Denies vision changes, eye pain, or discharge. Last eye exam within 1 year. Ears/Nose/Throat: Denies hearing loss, earache, tinnitus, epistaxis, sore throat, or dysphagia. Occasional nasal congestion relieved by antihistamines. Cardiovascular: Denies chest pain, palpitations, or oedema. Respiratory: Denies cough, shortness of breath, or wheezing. Gastrointestinal: Denies nausea, vomiting, diarrhoea, constipation, or abdominal pain. Regular bowel movements. Genitourinary: Denies dysuria, frequency, urgency, or nocturia. No changes in urinary habits. Musculoskeletal: Denies joint pain, swelling, or stiffness. No muscle weakness. Skin: Denies rashes, lesions, or changes in moles. Neurology: Denies headaches, dizziness, syncope, numbness, or tingling. Hematology: Denies easy bruising, bleeding, or anaemia symptoms. Psychiatric: Denies anxiety, depression, or mood disturbances beyond mild work-related stress. Endocrine: Denies heat or cold intolerance, polyuria, or polydipsia. Physical Exam: Constitutional: Well-appearing, cooperative female in no acute distress. Head: Normocephalic, atraumatic. Hair with normal distribution. Eyes: Pupils equal, round, reactive to light and accommodation. Extraocular movements intact. Conjunctivae pink, sclerae anicteric. Ears: Tympanic membranes intact, canals clear. Hearing grossly intact. Nose: Nares patent, septum midline. Mucosa pink and moist. Mouth: Oral mucosa moist, no lesions. Pharynx clear, tonsils absent (post-tonsillectomy). Neck: Supple, full range of motion. No lymphadenopathy or thyromegaly. Cardiovascular: Regular rate and rhythm, S1 S2 normal. No murmurs, rubs, or gallops. Pulses 2+ and equal bilaterally in all extremities. Respiratory: Lungs clear to auscultation bilaterally. No wheezes, rales, or rhonchi. Normal respiratory effort. Chest Wall: Symmetrical, no tenderness or deformities. Abdomen: Soft, non-tender, non-distended. Bowel sounds present in all four quadrants. No hepatosplenomegaly. Neck, Spine, Ribs, Pelvis: Spine normal curvature, non-tender. Pelvis stable. No vertebral tenderness. Extremities: No clubbing, cyanosis, or oedema. Full range of motion in all joints. Strength 5/5 bilaterally. Neurological: Alert and oriented x3. Speech clear. Cranial nerves II-XII intact. Reflexes 2+ symmetrical. Gait steady. Psychiatric: Affect appropriate, mood euthymic. Skin: Warm, dry, intact. No rashes, lesions, or suspicious nevi. Breasts: Symmetrical, no masses, dimpling, or nipple discharge. No axillary lymphadenopathy. Assessment & Plan: Alice Smith is a 45 y.o. female here for her annual exam. 1. Essential Hypertension - Continue Ramipril 5mg daily. - Monitor home blood pressure readings. - Follow up with Cardiology in 6 months. - Continue current lifestyle modifications including regular exercise and a low-sodium diet. Reinforce importance of adherence to medication. 2. Seasonal Allergies - Continue use of over-the-counter antihistamines as needed. - Avoid known allergens. - Discussed environmental triggers and strategies for minimizing exposure. Labs as ordered: - Complete Blood Count (CBC) - Comprehensive Metabolic Panel (CMP) - Lipid Panel - Thyroid Stimulating Hormone (TSH) - Urinalysis Vaccinations: - Influenza vaccine administered today. - Discussed need for Tetanus, Diphtheria, Pertussis (Tdap) booster in 5 years. Follow up in 1 November 2025 for annual physical exam. “Consent for the use of AI-assisted tools for documentation was obtained from the patient and all other participants in the visit prior to this encounter. All questions were answered. Patient understands that they may decline the use of AI-assisted tools at future visits.”
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General Practitioner

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Last edited

2026-03-03

Created by

Misha Dad

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