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    Internal Medicine New Patient Assessment

    Created by

    Grace Wong

    Specialty

    Internal Medicine Specialist

    Last edited

    10/20/2026

    Uses

    0 times

    Tags

    Internal Medicine Specialist

    About this template

    A reusable template for documenting a comprehensive internal medicine assessment of a new patient. It covers the referral reason, patient details, presenting illness, medical and social history, medications, family history, examination, investigations, discussion summary, and management plan.

    Preview template

    2023-10-25

    Reason for Referral

    Arthur Pendelton was referred for assessment of poorly controlled hypertension and progressive exertional dyspnoea over the past three months.

    Patient Details

    Patient Name: Arthur Pendelton

    Patient Age: 64 years

    History of Presenting Illness

    Arthur Pendelton presents with a three-month history of progressive shortness of breath on exertion, now occurring after walking two city blocks on level ground. He also notes intermittent bilateral ankle swelling by the end of the day. Home blood pressure readings have consistently averaged 165/95 mmHg despite adherence to his current regimen. He denies orthopnoea, paroxysmal nocturnal dyspnoea, chest pain, palpitations, or syncope.

    Social History

    Arthur Pendelton works as a high school history teacher and has extended health insurance coverage through his employer. He is a former smoker with a 20 pack-year history, having quit 10 years ago. He consumes approximately four standard alcoholic drinks per week.

    Past Medical History

    Arthur Pendelton has a history of essential hypertension diagnosed eight years ago, dyslipidaemia, and obesity. He underwent a laparoscopic cholecystectomy in 2015 without complications.

    Medications

    Arthur Pendelton currently takes perindopril (Coversyl®) 8 mg PO daily and rosuvastatin (Crestor®) 10 mg PO daily. He reports good compliance and no medication allergies.

    Family History

    Arthur Pendelton's father had a myocardial infarction at age 62, and his mother had hypertension and type 2 diabetes mellitus.

    Physical Examination

    BP: 162/94 mmHg HR: 76 bpm RR: 16 breaths/min Temp: 36.7 °C SpO2: 97 % on room air Weight: 98 kg

    General: Arthur Pendelton is alert, oriented, and in no acute distress. Cardiovascular: Normal S1 and S2 with no murmurs, rubs, or gallops, JVP is 2 cm above the sternal angle, and there is trace pitting oedema at the ankles bilaterally. Respiratory: Chest is clear to auscultation bilaterally with no wheezes or crackles. Abdomen: Abdomen is soft, non-tender, and non-distended with no hepatosplenomegaly.

    Investigations

    Laboratory Investigations

    2023-10-15: Haemoglobin 145 g/L 2023-10-15: Creatinine 92 µmol/L, eGFR 74 mL/min/1.73 m² 2023-10-15: Potassium 4.2 mmol/L 2023-10-15: Sodium 139 mmol/L 2023-10-15: HbA1c 5.8 % 2023-10-15: LDL-C 2.1 mmol/L 2023-10-15: NT-proBNP 185 pg/mL

    Stress Test Findings

    Date: 2023-10-18 Resting ECG: Normal sinus rhythm with left ventricular hypertrophy criteria. Resting HR: 74 bpm Peak HR: 148 bpm (95 % of maximum predicted) Total Duration: 8 minutes 30 seconds on Bruce protocol Achieved METs: 9.2 METs ST-segment changes: No significant ST-segment depression or elevation. Conclusion: The stress test was described as normal with no inducible ischaemia, though a hypertensive blood pressure response was noted at peak exercise (210/105 mmHg).

    Summary

    Arthur Pendelton presents with uncontrolled hypertension and mild exertional dyspnoea, likely secondary to hypertensive heart disease and diastolic dysfunction rather than coronary ischaemia, given his normal exercise stress test. We discussed the importance of stricter blood pressure control, dietary sodium restriction, and regular aerobic exercise. A transthoracic echocardiogram has been arranged to evaluate left ventricular function and structure, and he will follow up in six weeks.

    Plan

    1. Add indapamide (Lozide®) 1.25 mg PO daily to the current regimen for improved blood pressure and mild volume control.
    2. Continue perindopril (Coversyl®) 8 mg PO daily and rosuvastatin (Crestor®) 10 mg PO daily.
    3. Order a transthoracic echocardiogram to assess left ventricular systolic and diastolic function.
    4. Check repeat renal function and electrolytes (sodium, potassium, creatinine) in two weeks following the initiation of indapamide.
    5. Advise Arthur Pendelton to restrict dietary sodium intake to less than 2,000 mg daily and maintain a log of home blood pressure readings.
    6. Arrange a follow-up appointment in the clinic in six weeks to review echocardiogram results and blood pressure log.

    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

    Internal Medicine Specialist