Clinical notes in an Electronic Health Record (EHR) are essential for documenting patient encounters, assessments, and the ongoing management of care. These notes help ensure continuity of care and support effective communication among healthcare providers. Here’s what should be included in clinical notes:
Subjective Information
- Chief Complaint: The primary reason for the patient’s visit or interaction, usually stated in their own words.
- History of Present Illness (HPI): Detailed account of the current issue, including onset, duration, severity, and any associated symptoms or factors.
- Review of Systems (ROS): Systematic review of other symptoms or issues the patient may be experiencing, organized by body systems.
Objective Information
- Vital Signs: Recorded measurements such as blood pressure, heart rate, respiratory rate, temperature, and weight.
- Physical Examination Findings: Observations and findings from the physical exam, including inspection, palpation, percussion, and auscultation results.
- Diagnostic Test Results: Results from any tests or imaging studies performed, including lab results, radiology reports, and other diagnostic information.
Assessment
- Diagnosis: The clinical diagnosis or diagnoses based on the patient’s symptoms, history, and examination findings.
- Differential Diagnosis: List of potential alternative diagnoses considered, if applicable.
- Clinical Impressions: Summary of the healthcare provider’s clinical impressions and understanding of the patient’s condition.
Plan
- Treatment Plan: Detailed plan for managing the patient’s condition, including medications, therapies, lifestyle changes, or other interventions.
- Follow-Up: Recommendations for follow-up appointments, additional tests, or referrals to other specialists.
- Patient Education: Information provided to the patient about their condition, treatment options, and self-care instructions.
Progress Notes
- Updates: Documentation of the patient’s progress, including any changes in symptoms, adherence to the treatment plan, and responses to interventions.
- Patient Interactions: Notes on patient interactions, including any discussions, concerns raised, or agreements made during the visit.
Communication
- Provider Communication: Records of communications with other healthcare providers regarding the patient’s care, including consults, referrals, and coordination efforts.
- Patient Communication: Documentation of discussions with the patient about their care, including consent, understanding of the plan, and patient preferences.
Administrative Information
- Date and Time: The date and time of the clinical note entry and the patient encounter.
- Provider Information: The name and credentials of the healthcare provider making the note.
Additional Observations
- Special Notes: Any additional observations or considerations relevant to the patient’s care that do not fit into standard categories but are important for the treatment plan.
Legal and Ethical Documentation
- Consent and Authorization: Documentation of consent for treatments, procedures, and information sharing.
Including these elements in clinical notes ensures that the EHR captures a comprehensive and accurate record of patient care, supporting effective diagnosis, treatment, and continuity of care.





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