Skip to main content

Heidi launches first AI device for clinical work: Remote

Heidi AI
Log inGet Heidi free

Ask AI about Heidi:

General Practitioner Template

Inpatient/Outpatient Medical Chart Notes

A professional General Practitioner template for healthcare professionals.
Use this templateBrowse more templates
Browse more templates

About this template

Need a comprehensive record of a patient's health? This Inpatient/Outpatient Medical Chart Notes template is perfect for nurses and other healthcare professionals. It allows for detailed documentation of patient demographics, medical history, family history, immunisations, and treatments. This template helps to create a complete picture of a patient's health journey. With Heidi, this template can be quickly populated from a consultation transcript, saving valuable time and ensuring accurate record-keeping. Capture all the important details, from chronic conditions to follow-up care, with ease. This template is designed to streamline the documentation process and improve patient care.

Preview template

Patient Demographics: - Patient Name: John Smith - Date of Birth: 12/05/1978 - Gender: Male - Contact Information: 07700 900000, john.smith@email.com - Emergency Contact Information: Jane Smith, Wife, 07700 900001 - Primary Care Provider: Dr. Emily Carter - Insurance Information: NHS Medical History: - Chronic Conditions: Hypertension diagnosed in 2018, managed with medication. Type 2 Diabetes diagnosed in 2020, managed with diet, exercise, and medication. - Past Surgeries: Appendectomy in 1995. - Hospitalizations: Admitted for pneumonia in 2022. - Medications History: Lisinopril 20mg daily, Metformin 500mg twice daily. - Allergies: Penicillin (rash). - Psychiatric History: History of mild depression, treated with CBT in 2019. Family Medical History: - Family History of Chronic Conditions: Father had a history of heart disease. Mother has type 2 diabetes. - Family History of Mental Health Conditions: None reported. - Family History of Genetic Conditions: None reported. Immunization Records: - Vaccines Administered: Influenza vaccine administered 10/2024, COVID-19 booster administered 10/2024. - Vaccines Due: Pneumococcal vaccine due in 6 months. Treatment History: - Previous Treatments: CBT for depression. - Physiotherapy: None. - Other Relevant Treatments: None. Medical History Summary: - Summary of Major Medical Events: Diagnosed with hypertension and type 2 diabetes. History of pneumonia. - Progress Over Time: Blood pressure and blood sugar levels are currently well-controlled with medication and lifestyle modifications. Doctor’s Notes: - Assessment: Patient presents with well-managed chronic conditions. Stable vital signs. No acute complaints. - Plan: Continue current medication regimen. Schedule routine blood work. Follow-up appointment in 3 months. - Follow-up Care: Schedule annual flu shot. Continue monitoring blood sugar levels at home. - Counseling Given: Provided education on healthy eating and exercise.
Patient Demographics: - Patient Name: [Enter Patient Name] (only include if explicitly mentioned in the consultation or medical records) - Date of Birth: [Enter Date of Birth] (only include if explicitly mentioned in the consultation or medical records) - Gender: [Enter Gender] (only include if explicitly mentioned in the consultation or medical records) - Contact Information: [Enter Contact Information] (only include if explicitly mentioned in the consultation or medical records) - Emergency Contact Information: [Enter Emergency Contact Information] (only include if explicitly mentioned in the consultation or medical records) - Primary Care Provider: [Enter Primary Care Provider] (only include if explicitly mentioned in the consultation or medical records) - Insurance Information: [Enter Insurance Information] (only include if explicitly mentioned in the consultation or medical records) Medical History: - Chronic Conditions: [Enter Chronic Conditions] (only include if mentioned in the consultation, describe in detail, and provide relevant dates or timelines) - Past Surgeries: [Enter Past Surgeries] (only include if mentioned in the consultation, list each surgery along with dates and outcomes) - Hospitalizations: [Enter Hospitalizations] (only include if mentioned in the consultation, describe any significant hospitalizations and reasons) - Medications History: [Enter Medications History] (only include if mentioned in the consultation, list past medications and reasons for discontinuation) - Allergies: [Enter Allergies] (only include if explicitly mentioned, list drug, food, and environmental allergies with reaction details) - Psychiatric History: [Enter Psychiatric History] (only include if explicitly mentioned, describe any psychiatric conditions and treatment) Family Medical History: - Family History of Chronic Conditions: [Enter Family History of Chronic Conditions] (only include if explicitly mentioned, list relevant family conditions such as diabetes, heart disease, cancer, etc.) - Family History of Mental Health Conditions: [Enter Family History of Mental Health Conditions] (only include if explicitly mentioned, list relevant family mental health history) - Family History of Genetic Conditions: [Enter Family History of Genetic Conditions] (only include if explicitly mentioned, list any known genetic conditions in the family) Immunization Records: - Vaccines Administered: [Enter Vaccines Administered] (only include if explicitly mentioned, list each vaccine and its date of administration) - Vaccines Due: [Enter Vaccines Due] (only include if explicitly mentioned, list any vaccines that are upcoming or need to be administered) Treatment History: - Previous Treatments: [Enter Previous Treatments] (only include if mentioned, list all past treatments or interventions, including details and outcomes) - Physiotherapy: [Enter Physiotherapy] (only include if applicable, describe any history of physiotherapy or rehabilitation treatments) - Other Relevant Treatments: [Enter Other Relevant Treatments] (only include if relevant surgeries have been performed, describe each with relevant dates and outcomes) Medical History Summary: - Summary of Major Medical Events: [Enter Summary of Major Medical Events] (only include if applicable, summarize any major health events or diagnoses the patient has had in their lifetime) - Progress Over Time: [Enter Progress Over Time] (only include if discussed, provide details on the patient’s progress over time with regard to any medical conditions or treatments) Doctor’s Notes: - Assessment: [Enter Doctor’s Assessment] (only include if explicitly mentioned, describe the doctor's evaluation of the patient’s condition) - Plan: [Enter Doctor’s Plan] (only include if explicitly mentioned, outline the planned course of action for the patient, including any tests, treatments, or referrals) - Follow-up Care: [Enter Follow-up Care] (only include if explicitly mentioned, outline follow-up care instructions, including further visits, screenings, etc.) - Counseling Given: [Enter Counseling Given] (only include if explicitly mentioned, describe any counseling or education given during the consultation) (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 include 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.)
Browse more templatesUse this template

How to use this template

Step 1: Download the template
1Step 1

Download the template

Get started by downloading the template to your device

Step 2: Customize to your needs
2Step 2

Customize to your needs

Tailor the template to match your specific requirements

Step 3: Deploy and share
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse more templatesUse this template

Start practicing with a partner

Care is better with Heidi
Use this template

Specialty

General Practitioner

Used

36 times

Type

Note

Last edited

12/16/2025

Created by

Sofia Villcrest

Related Templates

Note

Dr. Dad Annual Exam V3 (BILH)

Misha Dad

General Practitioner, United States

Form

Immunization Record Form

Heidi Team

General Practitioner, United States

Form

Dietary Restriction Form

Heidi Team

General Practitioner, United States

Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • AU/NZ

  • Canada

  • UK

  • GDPR

  • HIPAA

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

About Us

  • Contact Us

  • Company

  • Customer Stories

  • Media

  • Open Roles

    10+
  • People

  • Partnerships

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility