Annual Physical / Preventive Visit

Adult annual wellness and preventive care visit covering risk-factor review, screenings, immunizations, counseling, and any chronic issues addressed.

Included on every plan, including Free.

Layout preview with this template’s real sections. The content comes from your visit.

Choose this templatePick it when you start a visit, or make it your default.
Record the visitIn the room, over telehealth, or by dictation afterwards.
Review, edit and signThe draft arrives in these sections, ready for your review.

What’s in this template

14 sections, in the order they appear in the finished document.

“Auto” sections use whichever format reads most clearly for what was discussed: prose or a list.

SOAP Note
Clinical note · 10 sections · Internal Medicine
Classic Subjective, Objective, Assessment & Plan note for primary care and internal medicine visits, with a problem-oriented assessment and plan.
Internal Medicine
History & Physical (H&P)
Clinical note · 13 sections · Internal Medicine
Comprehensive outpatient history and physical for new patients or full evaluations, with complete history, review of systems, examination, and a problem-oriented plan.
Internal Medicine
Progress Note
Clinical note · 8 sections
General-purpose follow-up note for established patients documenting interval history, focused examination, and a problem-based assessment and plan.
General

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