Skip to main content

Heidi II is here. Learn more.

HeidiHeidi
  • Pricing
Log inGet Heidi free

Heidi Desktop goes where the browser can’t.

Dictate anywhere on your screen, capture telehealth audio straight from the call,
and skip the second login.

Download for macOSDownload for Windows
Family Medicine Specialist Template

Problem Based Primary Clinic Note

A professional Family Medicine Specialist template for healthcare professionals.
Use templateBrowse templates

Specialty

Family Medicine Specialist

Used

2473 times

Type

Note

Last edited

2026/07/05

Created by

David Janese

Use template

About this template

The Problem Based Primary Clinic Note template is an essential tool for family medicine specialists. It allows clinicians to document patient visits by focusing on specific issues, problems, or requests. This template includes sections for history of present illness, review of systems, physical exam, and assessment and plan. It is designed to streamline the documentation process, ensuring comprehensive and organized notes. This template is particularly useful for managing multiple health concerns in a single visit, making it an ideal choice for primary care settings. Use this template with Heidi to enhance efficiency and accuracy in clinical documentation.

Preview template

HPI 1. Hypertension The patient reports experiencing occasional headaches and dizziness. They have been monitoring their blood pressure at home, which has shown elevated readings. The patient is concerned about the long-term effects of hypertension and is interested in lifestyle modifications to manage it. 2. Type 2 Diabetes The patient has been experiencing increased thirst and frequent urination. They have a family history of diabetes and are worried about their recent weight gain. The patient is interested in discussing dietary changes and potential medication adjustments. 3. Seasonal Allergies The patient reports sneezing, nasal congestion, and itchy eyes, particularly during the spring months. They have been using over-the-counter antihistamines with limited relief and are seeking advice on alternative treatments. Review of systems Cardiovascular: Positive for elevated blood pressure readings. Negative for chest pain or palpitations. Endocrine: Positive for increased thirst and urination. Negative for heat intolerance or changes in skin texture. Respiratory: Positive for nasal congestion and sneezing. Negative for shortness of breath or wheezing. Physical exam Vital signs: Blood pressure 150/95 mmHg, heart rate 78 bpm, respiratory rate 16 breaths/min, temperature 98.6°F. HEENT: Nasal mucosa swollen, conjunctivae clear. Cardiovascular: Regular rate and rhythm, no murmurs. Respiratory: Clear to auscultation bilaterally. Assessment & Plan: 1. Hypertension - Assessment: Essential hypertension - Differential diagnosis: Secondary hypertension - Investigations planned: 24-hour ambulatory blood pressure monitoring - Treatment planned: Initiate lifestyle modifications, consider starting an ACE inhibitor - Relevant referrals: Referral to a dietitian for dietary counseling 2. Type 2 Diabetes - Assessment: Poorly controlled type 2 diabetes - Differential diagnosis: None - Investigations planned: HbA1c test - Treatment planned: Adjust current medication regimen, emphasize dietary changes - Relevant referrals: Referral to an endocrinologist for further management 3. Seasonal Allergies - Assessment: Allergic rhinitis - Differential diagnosis: None - Investigations planned: None - Treatment planned: Prescribe a nasal corticosteroid spray - Relevant referrals: None

How to use this template

1Step 1

Download the template

Get started by downloading the template to your device

2Step 2

Customize to your needs

Tailor the template to match your specific requirements

share template
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse templatesUse template

Start practicing with a partner

Care is better with Heidi

Related Templates

Note

Problem Based Primary Clinic Note

HT

Heidi Team

Family Medicine Specialist

17

Note

Multi-Issue Consultation Note

HT

Heidi Team

Family Medicine Specialist

11

Form

Disability Tax Credit Certificate (T2201)

KB

Kayla Baradel

Family Medicine Specialist

1274

alt
alt

Resources

  • Explainers

  • FAQs

  • Progress Notes

  • Podcast

  • AI Tools

Why Heidi

  • Impact

  • Awards and Recognition

  • Evaluating Heidi

  • Patient Experience

Compliance

  • Trust Center

  • GDPR

  • HIPAA

  • AU/NZ

  • UK

  • Canada

Support

  • Help Centre

  • Heidi Guides

  • System Status

  • System Requirements

  • Contact Us

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility

imxYAA

© 2026 Heidi. All rights reserved.