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General Practitioner Template

RC Year In Review Note Prior to Document

A professional General Practitioner template for healthcare professionals.
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Specialty

General Practitioner

Used

2 times

Type

Note

Last edited

8/25/2025

Created by

Anonymous

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About this template

Need to create a comprehensive annual review for your patients? The "RC Year In Review Note" template is designed for General Practitioners to summarise a patient's health journey over the past year. This template helps you document goals, significant events, progress, and any barriers encountered. It also includes sections for objective data, assessment, and a detailed plan. The template also includes a yearly marker table to track key health metrics. This template is perfect for creating detailed and insightful patient summaries, and is easily used with Heidi, the AI medical scribe, to generate these notes quickly and accurately.

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Goals: You aimed to improve your overall health and fitness, focusing on reducing visceral fat and enhancing your VO₂max. Summary of Events: Over the past year, you underwent several health assessments, including blood tests and a DEXA scan. You consulted with a nutritionist and started a new exercise regime. You were diagnosed with pre-diabetes and started taking Metformin. You also experienced a bout of the flu in January. Progress: You have seen improvements in several areas. Your visceral fat decreased by 10% between March and October. Your VO₂max increased from 38 to 42 ml/min/kg. Your fasting insulin decreased from 16 to 12 μIU/mL between July and December. You have also reported feeling more energetic. Barriers: Work-related stress and frequent travel in the first half of the year made it difficult to adhere to your diet and exercise plan. You also experienced a bout of the flu in January, which set you back. You found it challenging to maintain consistency with your medication. Objective Data: - 05/01/2024: Fasting glucose – 6.2 mmol/L (reference range: 4.0-5.6 mmol/L) - 10/10/2024: DEXA scan – Visceral fat: 1.2 kg (decreased from 1.5 kg in March) Assessment & Plan: 1. Pre-diabetes - Assessment: Your fasting glucose and HbA1c levels indicate pre-diabetes. Lifestyle modifications and medication are recommended. - Investigations or follow-up planned: Repeat HbA1c in 3 months. - Treatments or interventions recommended: Continue Metformin 500mg daily. Follow a low-carbohydrate diet. Increase physical activity to 150 minutes of moderate-intensity exercise per week. - Referrals if applicable: Referral to a diabetes nurse educator. 2. Elevated LDL Cholesterol - Assessment: Your LDL cholesterol is slightly elevated. - Investigations or follow-up planned: Repeat lipid panel in 6 months. - Treatments or interventions recommended: Increase soluble fibre intake. Consider starting a statin if LDL remains elevated. - Referrals if applicable: Referral to a dietician. ## Yearly Marker Table (12-month view) | Marker | Best | Start of Year | Most Recent | |----------------------------------|------------------------------|-------------------------------|------------------------------| | Total Cholesterol (mmol/L) | 4.5 mmol/L — 01/10/2024 | 5.2 mmol/L — 01/01/2024 | 4.8 mmol/L — 01/11/2024 | | LDL Cholesterol (mmol/L) | 2.8 mmol/L — 01/10/2024 | 3.5 mmol/L — 01/01/2024 | 3.1 mmol/L — 01/11/2024 | | ApoB (g/L) | 0.8 g/L — 01/10/2024 | 1.0 g/L — 01/01/2024 | 0.9 g/L — 01/11/2024 | | Lp(a) (nmol/L) | 150 nmol/L — 01/10/2024 | 160 nmol/L — 01/01/2024 | 155 nmol/L — 01/11/2024 | | Homocysteine (µmol/L) | 10 µmol/L — 01/10/2024 | 12 µmol/L — 01/01/2024 | 11 µmol/L — 01/11/2024 | | Omega-6/-3 ratio | 3.5 — 01/10/2024 | 4.0 — 01/01/2024 | 3.8 — 01/11/2024 | | Triglycerides (mmol/L) | 1.0 mmol/L — 01/10/2024 | 1.5 mmol/L — 01/01/2024 | 1.2 mmol/L — 01/11/2024 | | hsCRP (mg/L) | 1.0 mg/L — 01/10/2024 | 2.0 mg/L — 01/01/2024 | 1.5 mg/L — 01/11/2024 | | VO₂max (ml/min/kg) | 42 ml/min/kg — 01/10/2024 | 38 ml/min/kg — 01/01/2024 | 40 ml/min/kg — 01/11/2024 | | Fractional utilisation (%) | 75% — 01/10/2024 | 70% — 01/01/2024 | 72% — 01/11/2024 | | Fasting glucose (mmol/L) | 5.0 mmol/L — 01/10/2024 | 6.2 mmol/L — 01/01/2024 | 5.8 mmol/L — 01/11/2024 | | Fasting insulin (µIU/mL) | 12 µIU/mL — 01/10/2024 | 16 µIU/mL — 01/01/2024 | 14 µIU/mL — 01/11/2024 | | HbA1c (mmol/mol) | 40 mmol/mol — 01/10/2024 | 45 mmol/mol — 01/01/2024 | 43 mmol/mol — 01/11/2024 | | C-peptide (ng/mL) | 1.0 ng/mL — 01/10/2024 | 1.2 ng/mL — 01/01/2024 | 1.1 ng/mL — 01/11/2024 | | ALT (IU/L) | 20 IU/L — 01/10/2024 | 25 IU/L — 01/01/2024 | 22 IU/L — 01/11/2024 | | AST (IU/L) | 22 IU/L — 01/10/2024 | 28 IU/L — 01/01/2024 | 25 IU/L — 01/11/2024 | | Vitamin D (nmol/L) | 70 nmol/L — 01/10/2024 | 60 nmol/L — 01/01/2024 | 65 nmol/L — 01/11/2024 | | Ferritin (µg/L) | 100 µg/L — 01/10/2024 | 120 µg/L — 01/01/2024 | 110 µg/L — 01/11/2024 | | Weight (kg) | 75 kg — 01/10/2024 | 80 kg — 01/01/2024 | 77 kg — 01/11/2024 | | Fat mass (%) | 25% — 01/10/2024 | 30% — 01/01/2024 | 27% — 01/11/2024 | | ALMI (kg/m²) | 18 kg/m² — 01/10/2024 | 17 kg/m² — 01/01/2024 | 17.5 kg/m² — 01/11/2024 |

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