Skip to main content

Heidi launches first AI device for clinical work: Remote

Heidi AI
Log inGet Heidi free
General Practitioner Template

Simplified GP Management Plan Notes

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

About this template

The Simplified GP Management Plan Notes template is designed for General Practitioners to efficiently document and manage patient care plans, particularly for chronic conditions like hypertension based on the latest guidance by the Australian Government. This template helps GPs outline patient details, medical history, current medications, and lifestyle modifications. It also includes sections for setting measurable goals and planning follow-up actions. By using this template, GPs can ensure comprehensive care management, improve patient outcomes, and facilitate clear communication with patients. Ideal for GPs aiming to streamline their documentation process and enhance patient engagement in their health management.

Preview template

GP MANAGEMENT PLAN - Hypertension **Patient Details:** - Full Name: John Smith - Date of Birth: 15/06/1970 - Medicare Number: 1234 56789 0 - Does the patient identify as Aboriginal or Torres Strait Islander: No - Address: 123 Health St, Wellness City, 3000 - Home Phone: 0123 456 789 - Mobile Phone: 0412 345 678 Date GPMP Completed: 01/11/2024 Date of Previous GPMP: 01/05/2024 Details of Patient's Usual GP: - Name: Dr. Emily Brown - Qualifications: MBBS, FRACGP - GP's Address: 456 Care Rd, Healthville, 3001 - GP's Phone: 0123 987 654 - GP's Fax: 0123 987 655 **Assessment of Patient** Patient Identified Problems / Health Care Needs: - Diagnosis: Hypertension - Date of Diagnosis: 01/01/2020 **Medical / Surgical History:** John has a history of hypertension and underwent appendectomy in 2015. He has been hospitalized twice for hypertensive crises. **Medications:** - Amlodipine 5mg once daily - Lisinopril 10mg once daily **Allergies:** - Penicillin (rash) **Immunisation History:** - Influenza vaccine: 01/04/2024 - COVID-19 booster: 01/09/2024 **Smoking History:** - Never smoked **Planned Review Date:** 01/05/2025 **GPMP Added to the Patient’s Records:** Yes **Copy of GPMP Offered to Patient:** Yes **Patient Understanding and Agreement:** "I understand the Management Plan recommendations and agree to the outlined goals." Patient Signature: John Smith Date: 01/11/2024 "I have explained the steps and costs involved, and the patient has agreed to proceed with the service." GP Signature: Dr. Emily Brown Date: 01/11/2024 **Current Health Need/Problem:** John's primary concern is managing his hypertension to prevent further complications. He is focused on adhering to his medication regimen and lifestyle modifications. **Goal:** To maintain blood pressure below 130/80 mmHg and reduce the risk of cardiovascular events. **Agreed Action by Health Professionals and Patient** 1. **General** - **Patient's Understanding of the Condition:** John has been educated on hypertension management, including the importance of medication adherence and lifestyle changes. Follow-up discussions are scheduled monthly. 2. **Lifestyle** - **Quality of Life:** The WHOQOL-BREF questionnaire will be used to assess John's quality of life. - **Nutrition:** John will follow a DASH diet plan, focusing on reducing sodium intake and increasing fruits and vegetables. Referred to a dietitian for further guidance. - **Physical Activity/Exercise:** John will engage in 30 minutes of moderate exercise, such as brisk walking, five times a week. - **Smoking Cessation:** Not applicable as John has never smoked. - **Energy Conservation:** John will be educated on pacing techniques to manage fatigue. 3. **Biochemical** - **Spirometry (or other relevant tests):** Regular blood pressure monitoring at home and quarterly clinic visits for comprehensive assessments. 4. **Medication** - **Medication Review:** Monthly reviews to ensure proper medication use and address any side effects. Adjustments will be made as necessary. - **Immunisation:** John is up-to-date with all vaccinations. 5. **Complications** - **Monitoring of Health Conditions:** Regular monitoring of blood pressure and cholesterol levels. Scheduled blood tests every six months. 6. **Mental Health and Wellbeing** - **Depression, Anxiety, and Stress:** John will be screened using the DASS-21 tool. Referred to a psychologist for stress management. - **Social Support and Isolation:** Encouraged to join a local walking group for social interaction and support.
GP MANAGEMENT PLAN - [Condition Name] **Patient Details:** - Full Name: [Enter the patient’s full legal name as it appears on official documents.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Date of Birth: [Enter the patient’s date of birth in the format DD/MM/YYYY.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Medicare Number: [Enter the patient’s Medicare number, if applicable.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Does the patient identify as Aboriginal or Torres Strait Islander: [Enter "Yes" or "No" and clarify if applicable.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Address: [Enter the patient’s full address, including street, city, and postcode.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Home Phone: [Enter the patient’s home telephone number.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Mobile Phone: [Enter the patient’s mobile phone number.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) Date GPMP Completed: [Enter the date when the GPMP is prepared in the format DD/MM/YYYY.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) Date of Previous GPMP: [Enter the date of the previous GPMP, if applicable.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) Details of Patient's Usual GP: - Name: [Enter the full name of the patient’s usual GP.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Qualifications: [List the GP's qualifications, including their degree and certifications.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - GP's Address: [Enter the full address of the GP's practice.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - GP's Phone: [Enter the phone number of the GP's practice.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - GP's Fax: [Enter the fax number of the GP's practice.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Assessment of Patient** Patient Identified Problems / Health Care Needs: - Diagnosis: [Enter the primary diagnosis or condition being managed.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Date of Diagnosis: [Enter the date of diagnosis in the format DD/MM/YYYY.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Medical / Surgical History:** [Provide a summary of the patient’s relevant medical or surgical history, including chronic conditions, past surgeries, hospitalizations, and prior treatments.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Medications:** [List all current medications the patient is taking, including medication names, dosages, and frequencies.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Allergies:** [Enter any known allergies or sensitivities the patient has. Specify whether the allergies are related to medications, foods, or other substances.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Immunisation History:** [Provide a summary of the patient’s immunisation history, including relevant vaccinations and the dates of the most recent vaccinations.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Smoking History:** [Document the patient’s smoking status, including pack-years if applicable, or mention if they have never smoked.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Planned Review Date:** [Enter the date for the next review of the GPMP, typically at least 6 months from the completion date.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **GPMP Added to the Patient’s Records:** [Enter "Yes" or "No," confirming whether the GPMP has been added to the patient’s records.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Copy of GPMP Offered to Patient:** [Enter "Yes" or "No," indicating whether a copy of the GPMP has been offered to the patient for their records.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Patient Understanding and Agreement:** "I understand the Management Plan recommendations and agree to the outlined goals." Patient Signature: [Enter patient’s signature, if applicable.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) Date: [Enter the date the patient signed the GPMP.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) "I have explained the steps and costs involved, and the patient has agreed to proceed with the service." GP Signature: [Enter the GP’s signature or digital confirmation.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) Date: [Enter the date the GP signed or confirmed the plan.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Current Health Need/Problem:** [Describe the patient’s current health needs or concerns, focusing on the condition being managed. Address symptom management, risk factor modifications, or treatment adherence.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Goal:** [State the primary goals for managing the condition, ensuring that goals are measurable and specific. These could include reducing symptoms, preventing exacerbations, improving quality of life, or meeting clinical targets.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) **Agreed Action by Health Professionals and Patient** 1. **General** - **Patient's Understanding of the Condition:**[Describe how the patient’s understanding of their diagnosis and management plan will be ensured. Mention patient education provided during consultations, the use of educational resources, and any follow-up discussions scheduled.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) 2. **Lifestyle** - **Quality of Life:**[Describe the tools or assessments used to measure the impact of the condition on the patient’s quality of life, such as specific questionnaires or scales.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - **Nutrition:**[Outline the plan to ensure the patient maintains a balanced diet. Mention the focus on specific aspects like caloric intake, protein needs, or micronutrients.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)[Include referrals to dietitians or nutrition specialists if applicable.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - **Physical Activity/Exercise:**[Describe the exercise plan for the patient, focusing on improving daily activity levels. Mention any specific recommendations for types of exercises and the frequency of activity.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - **Smoking Cessation:**[Describe the support plan for smoking cessation, including behavioral therapy, medications (e.g., nicotine replacement therapy), and available resources such as Quitline.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - **Energy Conservation:**[Explain the energy conservation techniques the patient will be educated on, such as pacing and the use of assistive devices.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) 3. **Biochemical** - **Spirometry (or other relevant tests):**[Describe the role of spirometry or other relevant diagnostic tests in monitoring disease progression. Include the frequency of assessments and key measurements such as FEV1/FVC ratios.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) 4. **Medication** - **Medication Review:**[State the plan for reviewing the patient’s medications, ensuring proper understanding of correct usage, and addressing any side effects or issues with medication adherence.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)[Include any specific changes or adjustments made to the medication regimen and how the patient will be educated on these adjustments.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - **Immunisation:**[Confirm whether the patient is up-to-date on required vaccinations. Provide dates of the last immunisations and those due next.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) 5. **Complications** - **Monitoring of Health Conditions:**[State how the patient’s overall health will be monitored, including any risks associated with treatment or complications from the condition.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)[Schedule necessary tests and provide guidance on maintaining overall health through diet, exercise, and lifestyle modifications.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) 6. **Mental Health and Wellbeing** - **Depression, Anxiety, and Stress:**[Indicate how the patient will be assessed for signs of depression, anxiety, or stress. Include any specific mental health screening tools used.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)[Provide referrals for mental health support, including therapy or counseling if needed.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - **Social Support and Isolation:**[Encourage the patient to participate in social support networks to reduce isolation and improve emotional well-being.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)[Provide contact details for local support groups or programs available.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) (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 included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes, or clinical note, do not state that the information is not available; simply leave the placeholder blank or omit it completely. Use as many paragraphs as necessary to comprehensively capture all relevant details.)
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

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

Start practicing with a partner

Care is better with Heidi
Use this template

Specialty

General Practitioner

Used

16 times

Type

Note

Last edited

12/16/2025

Created by

Sofia Villcrest

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

Ask AI about Heidi: