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General Practitioner Form

Health Assessment Form

A downloadable General Practitioner form for healthcare professionals.
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Specialty

General Practitioner

Downloads

4 times

Type

Form

Last edited

7/24/2026

Created by

Heidi Team

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About this form

This form is essential during patient evaluations, enabling comprehensive data collection essential for clinical decision-making and compliance. It captures key information such as patient demographics, medical history, and assessment results, ensuring structured and complete documentation. Using Heidi for this form helps produce clearer submissions, reduces omissions, and supports compliance and patient management.

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Frequently asked questions

What is the purpose of the Health Assessment Form PDF?

The purpose of the Health Assessment Form is to capture a patient's complete medical and surgical history before an elective procedure at a receiving private hospital. This pre-admission health assessment allows the anaesthetic and surgical team to identify potential perioperative risks by collecting detailed information across all body systems. The structured form gathers data on medical history, allergies, current medications, and past surgical experiences, concluding with the patient's consent to admission, treatment, and the sharing of their information for care purposes.

Who uses the Health Assessment Form PDF?

The patient, or their carer, typically completes the Health Assessment Form before admission and returns it by post, email, or at a pre-admission clinic visit. As a clinician, your pre-admission nursing staff review the patient's entries to clarify information. The anaesthetist and surgeon then use the finalized form to review the patient’s health status and identify any risks before the scheduled procedure. You rely on this document for a comprehensive overview to inform your perioperative planning and decision-making.

What is included in a Health Assessment Form PDF?

A Health Assessment Form includes patient identification, procedural details, physical measurements, a body system review, and consents for treatment.

  • Patient identification and details of the planned procedure
  • Physical measurements, including height and weight
  • Cardiac history, such as blood pressure, cholesterol, angina, or MI
  • Respiratory history, including asthma, COPD, and recent infections
  • Endocrine and vascular system history
  • Gastrointestinal, neurological, and mental health screening
  • Detailed surgical and anaesthetic history
  • Allergies to drugs or food, including previous anaphylaxis
  • Current medications, including prescribed and non-prescribed drugs
  • History of infectious diseases and recent travel
  • Dietary requirements, such as texture-modified or kosher meals
  • Consents for admission, treatment, and information sharing

Common Problems of Completing Health Assessment Form PDFs

Medication and Cessation Dates Are Often Missing

Patients completing the form themselves often provide incomplete medication details, with approximate doses or missing names. The most clinically significant and commonly missing information is the exact date they stopped taking blood thinners or steroids. This gap in the perioperative medication plan creates significant risk, as the timing of cessation is critical for surgical safety and is frequently miscommunicated between the GP, surgeon, anaesthetist, and patient, leading to last-minute reviews or procedure delays.

Anaesthetic History Lacks Necessary Clinical Context

The form uses simple yes/no questions for complex anaesthetic issues, which is a major friction point. For instance, a "yes" for a family history of malignant hyperthermia doesn't capture which relative was affected or the clinical context, information the anaesthetist needs for a proper risk assessment. Similarly, a prior difficult airway is noted without the specific reasons, leaving the care team without the actionable details required to prepare for potential intubation challenges during the procedure.

Sensitive Questions and Operational Needs Are Unclear

Patients often leave sensitive mental health questions about self-harm or aggression blank, which reviewing nurses cannot distinguish from an intentional "No." This ambiguity complicates the pre-admission mental health screen. Additionally, the dietary needs section sits alongside clinical questions but is operationally critical. When a patient's need for a texture-modified diet is not flagged until the day of admission, it causes significant logistical scrambles for the kitchen and ward staff.

Benefits of Using Heidi to Auto-Fill Health Assessment Form PDFs

A Perioperative Medication Plan Anchored to Fact

Instead of relying on patient memory, you get a medication list pulled directly from the GP record. Heidi structures the form with the correct medication name, dose, frequency, and indication. It explicitly flags cessation timing for blood thinners, steroids, and cytotoxics against the procedure-specific preferences of the surgical and anaesthetic teams. This gives you a clear and accurate medication plan as a starting point for your pre-operative review.

The Full Anaesthetic History, Not Just Yes/No

When the patient mentions a family history of malignant hyperthermia or a prior difficult intubation, Heidi documents the full clinical context. Instead of a simple checkbox, the form includes the specific details you need: which family member was affected, the reasons for a difficult intubation, or the type of prior anaesthetic complication. You receive a form with the granular information necessary for a proper anaesthetic risk assessment.

Key Discrepancies Surfaced Before Admission Day

Heidi reconciles the patient's completed form against the GP's referral letter and the surgeon's notes. This process surfaces discrepancies, such as a recent respiratory infection within the two-month risk window, before the patient arrives. Important operational details like dietary requirements are routed to the kitchen and ward teams in advance. You review a single, reconciled document, allowing you to address issues proactively rather than at handover.

How to use this form

1

Auto-fill with Heidi

Click "Auto-fill Form with Heidi" to open the form in Heidi and complete the fields straight from your note, no copying and pasting.

2

Review and edit

Check the pre-filled details and make any changes before finalising the form.

3

Download or save

Download the completed form or save it directly into your patient records and workflows.

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