Intake Note

Comprehensive new-patient intake capturing presenting concerns, complete history, social needs, screenings, patient goals, and the initial plan.

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

15 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.

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
New Patient Consultation
Clinical note · 13 sections · Neurology
Neurology new-patient consultation with a detailed neurological history, structured neurological examination, localization, and differential diagnosis.
Neurology

Set up your practice, accept the BAA during setup, and record your first visit in minutes.