Primary Care Visit Note
Created by
Paul Hughes
Specialty
General Practitioner
Last edited
10/20/2026
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0 times
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About this template
A structured template for general practitioners to document patient visits, including history, examination findings, investigations, and issue-based assessment and planning. It supports consistent recording of clinical concerns, relevant background, and explicitly documented management decisions.
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History
- Presents with a 5-day history of productive cough (green sputum), mild SOB on exertion, and subjective fevers. Denies chest pain, haemoptysis, or orthopnoea.
- Also requests a routine review of home BP readings.
- PMH: Asthma (mild intermittent), essential hypertension, Laparoscopic cholecystectomy (2018).
- DH: salbutamol 100 mcg INH PRN, amlodipine 5 mg PO OD.
- SH: Ex-smoker (stopped 2015, 10 pack-year history), 4 units alcohol/week, lives with partner, works as an accountant.
- Allergies: Penicillin (maculopapular rash).
Examination
- Vital signs: T 37.8 °C, HR 88 bpm, BP 146/92 mmHg, RR 18 /min, SpO2 96 % on room air.
- Chest: Coarse crackles at the right lung base, mild end-expiratory wheeze bilaterally, no dullness to percussion.
- CVS: HS I+II+0, JVP not elevated, no peripheral oedema.
- Investigations: Peak expiratory flow rate (PEFR) 380 L/min (predicted 450 L/min). Home BP diary average 144/88 mmHg over 7 days.
Assessment & Plan
- Productive cough
- Lower respiratory tract infection
- Differential: Community-acquired pneumonia, infective exacerbation of asthma
- Sputum MC&S; CXR if symptoms fail to improve in 48 hours
- clarithromycin 500 mg PO BD for 5 days; increase salbutamol 100 mcg INH up to QDS PRN; safety-netting advice provided regarding worsening SOB or persistent fever
- Hypertension
- Suboptimally controlled essential hypertension
- Check U&Es and HbA1c prior to medication titration
- Increase amlodipine to 10 mg PO OD once blood results reviewed
- Refer to Practice Nurse for repeat BP check in 4 weeks
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.