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    GP Consultation with UK Guidance

    Created by

    Paul Hughes

    Specialty

    General Practitioner

    Last edited

    10/20/2026

    Uses

    0 times

    Tags

    General Practitioner

    About this template

    A structured template for documenting primary care consultations, including the history, examination, clinical impression, management plan, follow-up, and safety-netting. It also provides a separate area for guideline-informed suggestions based on UK general practice and NICE CKS guidance.

    Preview template

    History

    Arthur Pendelton attended a face-to-face consultation. Attended accompanied by his wife, Margaret. Presents with a 3-week history of worsening SOB on exertion and a productive cough with yellow sputum. Also requests a routine BP and medication review. Worried he might have lung cancer like his brother, and was hoping for a CXR and antibiotics today. Struggling to walk to the local shops, unable to do his gardening, and feels frustrated by his lack of independence. Reports bilateral ankle swelling over the past week and needing 3 pillows to sleep (orthopnoea). Denies haemoptysis, unintentional weight loss, night sweats, or chest pain. Ex-smoker (40 pack-year history, quit 5 years ago). Has been using his salbutamol inhaler up to 6 times daily with minimal relief and tried OTC cough syrup. PMH of COPD, hypertension, and T2DM.

    Examination findings:

    Temp 36.8 °C, SpO2 93 % on room air, HR 88 bpm regular, BP 154/92 mmHg, RR 20 breaths/min.

    • Chest auscultation: bibasal fine crackles and scattered expiratory wheeze.
    • Cardiovascular: HS I+II+0, JVP not elevated.
    • Lower limbs: bilateral pitting oedema to mid-shin.

    ECG performed in clinic: normal sinus rhythm, no acute ischaemic changes. Urine dipstick: negative for blood, protein, and glucose.

    Impression

    1. Shortness of breath and cough. Decompensated heart failure
    • Infective exacerbation of COPD
    1. Blood pressure review. Uncontrolled hypertension
    • White coat hypertension

    Plan

    • Urgent bloods arranged for FBC, U&Es, LFTs, CRP, and NT-proBNP; urgent CXR requested; sputum sent for MC&S.

    • Commenced furosemide 40 mg PO OD, doxycycline 200 mg PO on day 1 then 100 mg PO OD for 4 days, and prednisolone 30 mg PO OD for 5 days.

    • Urgent referral to the community Heart Failure Clinic (within 2 weeks) pending NT-proBNP result.

    • Home blood pressure monitoring (HBPM) diary requested for 7 days.

    • Continue amlodipine 5 mg PO OD for now; defer dose titration until acute illness resolves and HBPM results are available.

    • Follow-up face-to-face review in 1 week to assess clinical response, review blood and CXR results, and check U&Es following diuretic initiation.

    • Advised to contact the GP practice if symptoms fail to improve, call NHS 111 for urgent out-of-hours advice, or attend A&E / call 999 immediately if experiencing severe breathlessness at rest, chest pain, or confusion.

    Documentation completed with an AI scribe.

    Suggestions

    • Diagnosis & Red Flags: The dual management for suspected new-onset/decompensated heart failure and an infective exacerbation of COPD is clinically sound given the mixed presentation (orthopnoea, peripheral oedema, bibasal crackles alongside productive purulent sputum and wheeze). Given the 40 pack-year smoking history, persistent cough, and patient's anxiety regarding malignancy, ensure a 2-week wait suspected lung cancer referral is considered if the CXR shows suspicious features or if symptoms persist despite treatment, in line with NICE NG12 (https://www.nice.org.uk/guidance/ng12). No stated red flags were left unactioned.
    • Examination: Recording the patient's baseline weight and BMI in clinic would be highly beneficial to monitor fluid balance and response to furosemide therapy. Peak expiratory flow rate (PEFR) is less relevant in COPD, so its omission is acceptable, though documenting inhaler technique is recommended during exacerbation reviews.
    • Investigations & Referrals: Ordering an NT-proBNP alongside a CXR and ECG aligns well with NICE NG106 (https://www.nice.org.uk/guidance/ng106) and NICE CKS for Heart Failure - Chronic (https://cks.nice.org.uk/topics/heart-failure-chronic/). Note that under NICE NG106, an NT-proBNP level between 400 and 2,000 ng/L warrants specialist assessment and transthoracic echocardiography within 6 weeks, whereas a level > 2,000 ng/L warrants urgent assessment within 2 weeks.
    • Medication & Guidance:
      • The prescription of doxycycline and prednisolone 30 mg PO OD for 5 days aligns with NICE NG115 (https://www.nice.org.uk/guidance/ng115) and NICE CKS for COPD (https://cks.nice.org.uk/topics/chronic-obstructive-pulmonary-disease/).
      • However, the patient has a history of T2DM; initiating oral corticosteroids (prednisolone) carries a significant risk of steroid-induced hyperglycaemia. Specific safety-netting regarding capillary blood glucose monitoring and signs of hyperglycaemia should be provided.
      • Deferring antihypertensive titration while initiating a loop diuretic (which will also lower BP) and awaiting HBPM is appropriate and aligns with NICE NG136 (https://www.nice.org.uk/guidance/ng136).

    How to use this template

    This template can be used to assist with various tasks in the medical field. You can use it to generate notes, manage patient information, or assist with diagnosis and the Assessment and Plan. To use this template, simply click the “Use Template” button above. If you have any questions or need assistance, feel free to reach out to the support team or refer to the description and example output provided above.

    Tags

    General Practitioner