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General Surgeon Template

Speciality Referral

A professional General Surgeon template for healthcare professionals.
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About this template

Need a clear and concise way to document specialist consultations? Our 'Specialty Referral' template is perfect for general surgeons and other specialists. This template helps you capture all the essential details of a consultation, from the reason for referral to the agreed-upon plan. With Heidi, this template can be quickly populated from your visit transcript, saving you time and ensuring comprehensive documentation. Streamline your workflow and improve communication with this essential tool.

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**Consultation with Specialist:** 1 November 2024, 14:30. Consultation with Dr. Anya Sharma, Consultant General Surgeon, regarding Mr. John Smith, DOB 12/03/1965. **Reason for Consultation:** Mr. Smith presents with a two-week history of worsening abdominal pain, associated with nausea and intermittent vomiting. He reports a change in bowel habits, with increased frequency and looser stools. The primary concern is to rule out a possible bowel obstruction or other surgical pathology. **Patient Presentation and History:** Mr. Smith is a 59-year-old male with a past medical history of HTN, T2DM, and a previous cholecystectomy. He is currently taking Lisinopril 20mg daily, Metformin 1000mg twice daily, and has no known drug allergies. Social history includes a 30-pack-year smoking history, but he quit smoking 5 years ago. He drinks alcohol socially. Recent changes include increased abdominal pain and altered bowel habits. **Clinical Findings:** Patient appears uncomfortable. BP 140/90, HR 95, RR 18, Temp 37.8. Abdomen is distended and tender to palpation in the lower quadrants. Bowel sounds are diminished. No rebound tenderness or guarding is noted. **Investigations and Results:** - CBC: WCC 12.5 - Electrolytes: Na 135, K 4.0 - LFTs: ALT 35, AST 30, Bilirubin 1.0 - CT Abdomen/Pelvis: Shows a possible small bowel obstruction. **Discussion with Specialist:** Dr. Sharma reviewed the patient's presentation, history, and imaging. She agreed with the suspicion of a small bowel obstruction and discussed the need for further evaluation and potential surgical intervention. She enquired about the patient's suitability for surgery given his co-morbidities. The discussion included the risks and benefits of both conservative management and surgical options. **Shared Decision Making and Plan:** After discussing the options with Mr. Smith, a decision was made to proceed with an exploratory laparoscopy. Dr. Sharma will perform the surgery. The patient was informed about the risks of surgery, including bleeding, infection, and potential complications. Post-operative care will be managed by the surgical team, with regular follow-up appointments scheduled. **Consideration for Takeover of Care:** Dr. Sharma agreed to take over the patient's care, including pre-operative assessment, surgical intervention, and post-operative management. The handover was seamless, with clear communication between the referring physician and the surgical team. **Specialist Concerns/Recommendations:** N/A **Further Actions/Follow-up:** Mr. Smith will be admitted to the surgical ward. Pre-operative investigations, including blood tests and ECG, will be performed. The surgical team will monitor the patient's progress and provide regular updates to the referring physician. Follow-up appointments will be scheduled with Dr. Sharma in the surgical outpatient clinic.
**Consultation with Specialist:** [document the date and time of the consultation, the name and role of the specialist being consulted, and the patient's identifying information] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in full sentence.) **Reason for Consultation:** [describe the primary reason for initiating the consultation with the specialist, including the patient's current presentation, symptoms, and the specific clinical question or dilemma for which specialist input is sought] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in paragraph of full sentences.) **Patient Presentation and History:** [detail the patient's relevant medical history, including past medical conditions, significant co-morbidities, current medications, allergies, social history pertinent to the presentation, and any recent changes in their condition leading to the consultation] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in paragraph form using clinical abbreviations e.g. T2DM, CKD, AF, HTN, BPH.) **Clinical Findings:** [summarize pertinent clinical findings from physical examination, including vital signs, general appearance, and system-specific findings relevant to the consultation] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in brief sentences using medical acronyms. Do not include units for vital signs or investigations.) **Investigations and Results:** [document relevant investigation results, including blood work, imaging studies (radiological findings), and any other diagnostic tests performed. Specify abnormal findings and their significance to the patient's condition] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Use medical abbreviations and exclude units. Write in short bullet points using "-".) **Discussion with Specialist:** [provide a detailed account of the back-and-forth discussion with the specialist, including specific questions asked, the specialist's initial thoughts or differential diagnoses, and any concerns raised by either party. Document the areas of agreement and disagreement in the clinical assessment] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in paragraph of full sentences.) **Shared Decision Making and Plan:** [outline the shared decision-making process, detailing the agreed-upon management plan, including further investigations, treatment modifications, or interventional procedures. Specify roles and responsibilities for ongoing care] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in paragraph of full sentences.) **Consideration for Takeover of Care:** [document the discussion regarding the possibility of the specialist team taking over the patient's care. Include the specialist's perspective on the appropriateness of transfer, any criteria for transfer, and reasons for accepting or declining the takeover of care] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in paragraph of full sentences.) **Specialist Concerns/Recommendations:** [if the specialist does not agree to take over care, detail their specific concerns, reasons for declining, and any alternative recommendations or advice provided for ongoing management] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in paragraph of full sentences.) **Further Actions/Follow-up:** [describe any immediate actions to be taken following the consultation and the plan for ongoing follow-up, including who will be responsible for what aspects of care] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in paragraph of full sentences.) (Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, you must not state the information has not been explicitly mentioned in your output, just leave the relevant placeholder or omit the placeholder completely.) (Use as many lines, paragraphs or bullet points, depending on the format, as needed to capture all the relevant information from the transcript. Also try to use medical and investigations acronym where possible throughout the consultation. Avoid writing investigations and vitals units, write only numbers.)
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Specialty

General Surgeon

Used

11 times

Type

Note

Last edited

10/23/2025

Created by

Auqib Shah

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