New patient visit

An initial primary care history with examination findings and a problem-based plan.

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Blank documentation outlines for US practice. Adapt to the encounter and your practice requirements; complete only findings and care actually documented.

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New patient visit

Encounter

Patient name: [ ] Date of birth: [ ] Date and time of encounter: [ ] Clinician: [ ]

Visit priorities

Patient concerns and goals: [ ] Current symptoms and relevant timeline: [ ]

History

Medical and surgical history: [ ] Family history: [ ] Social history and relevant exposures: [ ] Current medications, doses as reported and reconciliation: [ ] Allergies and reactions: [ ] Preventive care records reviewed and dates: [ ]

Examination

Vitals measured today, with units: [ ] Examination performed and findings: [ ]

Assessment and plan

Each problem addressed and supporting findings: [ ] Diagnostic or treatment decisions: [ ] Preventive services discussed: [ ] Records requested and responsibility for follow-up: [ ]

Follow-up

Follow-up timing and purpose: [ ] Return precautions discussed: [ ] Patient questions and understanding: [ ]