A four-section consult note for clinicians who want to separate what the person reports, what was observed, the clinician's assessment and the agreed plan. Copy the blank scaffold, then document the encounter in your own words.
How to fill it in
- Copy the blank template into your record system.
- Fill in what was discussed or assessed. Keep uncertainty visible, and use [not stated] where required information is missing.
- Check the details and any gaps before saving or sharing. The clinician must explicitly confirm any generated content.
Subjective
Establish the person’s main concern, when it began, how it has changed and what they hope to address. Distinguish their account from information supplied by a carer, records or another clinician.
Useful wording includes “reports”, “describes”, “denies” and “not asked”. A negative finding means the question was asked and answered; silence is not a denial. Preserve a meaningful quotation rather than substituting a diagnostic label.
Objective
Record observations, examination findings and measurements actually obtained, with units and the relevant side or site. Identify a remote encounter, declined examination or other limitation.
“Observed”, “measured”, “tender”, “non-tender”, “intact” and “not examined” describe different evidence. Avoid a blanket “normal examination” when only one finding was checked.
Assessment
Record the clinician’s stated interpretation, including uncertainty and alternatives only when they were expressed. Attribute an existing diagnosis to its source when it was not established at this visit.
“Confirmed”, “working impression”, “possible”, “under investigation” and “cause not established” have different meanings. Do not promote a reported symptom or pending test into a diagnosis.
Plan
Record what was discussed or agreed, who will act and any stated timing. Separate an action already completed from a proposed investigation, prescription or referral. Include the person’s preference or decision when it affected the agreed plan.
Use “ordered”, “offered”, “declined”, “agreed” or “awaiting” only when that status is established. This heading does not supply treatment or follow-up that was absent from the encounter.
Common omissions
The source of the history, the limits of an examination and the owner of a follow-up action are easy to lose. A copied heading does not prove that a question, assessment or action occurred.
Review before saving
Check that subjective reports remain distinct from observed findings, that the assessment preserves the clinician’s uncertainty, and that every plan action has its actual status. Keep author, encounter date and patient identity in the record system. Use professional guidance and local policy for assessment and care.
Free to copy and adapt this template and guide, including for use in your practice. Sources linked above retain their own terms.
Use this guide to help write the record. It provides no clinical advice. The clinician remains responsible for checking that the record is accurate and complete. Check Medicare requirements, statutory forms and local policies separately.