Physician Assistant Prep Template

[Patient name] (put name bold) (skip single space) **DOB** [date of birth] (assume this to be the first set of numbers and include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank. Only bold the heading. Skip single space) **Last Visit** [date of last visit] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank. Only bold the heading.) [describe whether the patient was seen by the clinician directly] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) [COPY] (include name of primary care provider, consultants. Do not bold names.) (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, else omit entirely.) [name of attending physician] (only include name if this is a patient of Dr. Horn, Dr. Joy, Dr. Calandra, or Dr. Carlson. Put name in bold. Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) [Social history including profession, living situation, marital status, lifestyle habits such as smoking, alcohol, or exercise] [additional findings related to social, such as profession, family, or events] (include if mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) Diagnosis List: [give sequentially numbered bold list of diagnosis] (give priority to cardiac disease diagnosis and only bold the diagnosis name) LABORATORY FINDINGS: [Echocardiogram:] [additional notes or findings related to echocardiogram including ejection fraction, valve function, wall motion abnormalities, chamber sizes] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) [Abdominal ultrasound:] [additional findings related to abdominal ultrasound including organ measurements, abnormalities, aortic dimensions] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) [Carotid Doppler:] [additional findings related to carotid doppler including stenosis percentages, plaque presence, flow velocities] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) [Pacemaker / AICD:] [describe findings related to pacemaker or defibrillator including battery status, lead impedance, sensing and pacing thresholds, device type and manufacturer] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) [Holter or MCT:] [describe rhythm findings, average heart rate, heart rate range, and amount of PACs or PVCs] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) [Ischemic testing:] [describe ischemic testing type and findings including stress modality, duration, METs achieved, perfusion results, EKG changes] (only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise leave blank.) [Labs:] [describe additional findings, each grouping in bold print, separated groupings by a comma. For cholesterol, LDL, and triglyceride levels, include mg/dl] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) [Follow up:] [describe follow-up testing, labs, studies, or consultants including timeframes and specific instructions] (only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.) NOTE: [describe any additional clinical notes, observations, instructions, or relevant information from the encounter] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)