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General Practitioner Template

Medical Patient Intake Notes

A professional General Practitioner template for healthcare professionals.
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Specialty

General Practitioner

Used

6 times

Type

Note

Last edited

11/06/2025

Created by

Kieran McLeod

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About this template

The Medical Patient Intake Notes template is an essential tool for General Practitioners to efficiently gather comprehensive patient information during initial consultations. This template covers personal details, medical history, lifestyle factors, current health concerns, and insurance information, ensuring a holistic view of the patient's health status. It aids in streamlining the intake process, allowing GPs to focus on patient care. The template is designed to be used with Heidi, an AI medical scribe, to enhance accuracy and efficiency in documentation. This template is ideal for GPs seeking to optimize their patient intake workflow.

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Personal Information Full Name: John Doe Date of Birth (DOB): 15 March 1980 Sex/Gender: Male Address: 123 Elm Street, Melbourne, VIC 3000 Phone: 0412 345 678 Email: johndoe@example.com Parent/Guardian (if minor): N/A Relationship: N/A Emergency Contact: Jane Doe Phone: 0412 987 654 Medical History Past Illnesses/Chronic Conditions: Hypertension (Lisinopril 10mg daily), Type 2 Diabetes (Metformin 500mg twice daily) Surgeries & Hospitalizations: Appendectomy (2010) Allergies: Penicillin Previous Treatments: Physical therapy for back pain Vaccinations: Influenza (2023), COVID-19 (2023) Lifestyle and Social History Smoking: Non-smoker Alcohol Use: Social drinker Recreational Drug Use: None Exercise: Regular, 3 times a week Diet: Balanced diet Occupation: Accountant Current Health Concerns Chief Complaint: Persistent headache Duration: 2 weeks Associated Symptoms: Nausea, dizziness Relevant Family History: Father with history of migraines Medications & Supplements Current Medications: - Lisinopril 10mg daily - Metformin 500mg twice daily Supplements: Vitamin D 1000 IU daily Pharmacy: Main Street Pharmacy Primary Care & Referring Provider Information Primary Care Provider: Dr. Sarah Smith Phone: 03 1234 5678 City: Melbourne Referring Provider: N/A Insurance and Billing Information Primary Insurance Provider: HealthFirst Plan Name: Comprehensive Plan Policy ID: 123456789 Group Number: 98765 Policy Holder: John Doe DOB: 15 March 1980 Consent & Authorization "I consent to medical treatment and acknowledge financial responsibility." Date: 1 November 2024 Kieran's Practice 1 Main Street Melbourne 3121

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Spécialités

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