Medical consultation note template
A well-organised consultation note saves time for the clinician and for whoever sees the patient next. This template follows the sections of Echo’s built-in “Medical consultation” type. It helps you write the note: it doesn’t replace clinical judgement, and the clinician always reviews the note.
When to use it
- Primary care or specialist consultations.
- Physiotherapy, psychology or other health professions, adapting the sections.
- Remote consultations.
The template
- 1
Reason for consultation
Why the patient has come, in their own words.
- 2
Symptoms and progression
Symptoms, since when and how they’ve progressed.
- 3
History and medication
History, allergies and medication mentioned during the consultation.
- 4
Examination and tests
Examination findings and tests discussed or requested.
- 5
Plan
Treatment, advice and follow-up agreed.
To get it right
- Ask for the patient’s consent before recording and explain what it’s used for.
- Say examination findings out loud: what isn’t said isn’t in the recording.
- Review and correct the note before adding it to the clinical record.
- Follow your organisation’s policies on recordings and health data.
With Echo, without writing it
- 1
Before you record
On the Live or Record screen, choose “Medical consultation” under “Type of analysis” before you start.
- 2
For what you upload
In Settings, AI analysis, you can set “Medical consultation” as your “Template for your uploads”, or create a rule in Automations with “Has in its title” (for example, “consultation”) and “Analyse it as”.
- 3
In a meeting that’s already transcribed
Open the Summary tab, choose “Medical consultation” under “Type of analysis” and click “Generate”. If you then correct the text or add names, “Regenerate” takes it into account.
Frequently asked questions
Does Echo make diagnoses?
No. The “Medical consultation” type tells the AI not to diagnose or add anything that isn’t said. It helps with the clinical note, doesn’t replace clinical judgement and is reviewed by the clinician.
Do I need the patient’s consent?
Yes. Ask before recording, explain what the recording is used for and follow your organisation’s or professional body’s guidance.
Where is the audio processed?
Transcription and AI run on our own servers in the EU: recordings aren’t sent to other companies to be transcribed. You can set automatic deletion and hide personal data such as ID or phone numbers.
Other templates
- Board meeting minutesDetails, attendance, resolutions and votes, in order.
- Leadership team meetingKey figures, decisions, risks and owners.
- One-to-one meetingProgress, blockers, feedback and development.
- Weekly team meetingWhat got done, priorities, blockers and tasks.
- Project status meetingStatus, milestones, risks, changes and next steps.
- RetrospectiveWhat went well, what didn’t and what we change.
- Competency-based interviewProfile, topics, quotes and conclusions per candidate.Built into Echo
- Sales callNeeds, objections, budget and next steps.Built into Echo
- Client meetingWhat they ask for, what’s agreed and what’s open.
- Press conferenceAnnouncement, figures, questions and timed quotes.
- Lecture or trainingSummary, key concepts, examples and review.Built into Echo
- Council plenary sessionAttendance, debate, votes and resolutions per item.
Try it with your next meeting.
Create your account in a minute or ask us for a demo for your team.
