Skip to main content

Cardiology — New Patient Consultation Template

Cardiology Cardiology Updated: 11/26/2025

The New Patient Consultation Template is designed for cardiologists seeing patients referred for cardiac evaluation. This comprehensive template documents the initial cardiovascular assessment including detailed history, risk factor evaluation, physical examination with cardiac focus, review of diagnostic studies, and development of a cardiac care plan. The template supports appropriate billing for new patient consultations (99243-99245) and includes sections for referral reason and source, comprehensive cardiac history, cardiovascular risk factors, medication reconciliation, physical examination, diagnostic review, and management recommendations. Ideal for outpatient cardiology practices, academic cardiology clinics, and consultative cardiology services.

Template

Consultation Information

Referring physician: [Name, practice]
Reason for referral: [Chief complaint or question]
Date of consultation: [Date]
Urgency: Routine / Urgent

Chief Complaint

[Primary cardiac concern]
Duration: [Onset, timeline]
Current status: [Stable / Worsening / Improving]

History of Present Illness

[Detailed narrative of current cardiac concerns]
Symptoms review:

  • Chest pain/discomfort: [Character, frequency, triggers]
  • Dyspnea: None / Exertional / Rest / Orthopnea / PND
  • Palpitations: None / [Frequency, duration, triggers]
  • Syncope/presyncope: None / [Details]
  • Edema: None / [Location, severity]
  • Fatigue: None / [Impact on activity]

Functional capacity:

  • NYHA Class: I / II / III / IV
  • METs: [Estimated activity tolerance]
  • Exercise tolerance: [Flights of stairs, blocks walked]

Cardiac History

Coronary artery disease: None / [Details: MI, PCI, CABG dates]
Heart failure: None / [HFrEF, HFpEF, EF if known]
Arrhythmias: None / [AFib, flutter, VT, pacemaker/ICD]
Valvular disease: None / [Valve affected, severity]
Congenital heart disease: None / [Details]
Peripheral vascular disease: None / [Details]
Prior cardiac procedures: [List with dates]
Prior cardiac imaging: [Echo, stress test, cath dates and results]

Cardiovascular Risk Factors

Hypertension: Yes / No — Duration: [X] years, Control: [Good/Poor]
Diabetes: Yes / No — Type [1/2], Duration: [X] years, A1c: [X]%
Hyperlipidemia: Yes / No — LDL: [X], on statin: Yes / No
Smoking: Current / Former ([quit date]) / Never — Pack-years: [X]
Family history premature CAD: Yes / No — [First-degree relative <55M/<65F]
Obesity: Yes / No — BMI: [X]
Sedentary lifestyle: Yes / No
Chronic kidney disease: Yes / No — GFR: [X]
Sleep apnea: Yes / No — On CPAP: Yes / No

Current Medications

Cardiac medications:

  • [Medication, dose, frequency]

Other medications:

  • [List relevant medications]

Allergies

[Drug allergies and reactions]

Social History

Tobacco: [As above]
Alcohol: [Quantity, frequency]
Recreational drugs: [If applicable]
Exercise: [Type, frequency, limitations]
Occupation: [Relevant exposures or demands]

Physical Examination

Vital signs: BP [X/X] (R arm), HR [X], RR [X], SpO2 [X]%, Weight [X], BMI [X]
General: [Appearance, distress level]
HEENT: [JVP assessment]

  • JVP: [X] cm above sternal angle / Not elevated

Cardiovascular:

  • Carotid pulses: Normal / Bruit [R/L] / Diminished
  • PMI: Normal / Displaced [location]
  • Heart rhythm: Regular / Irregular
  • Heart sounds: S1 [normal/diminished], S2 [normal/split/loud]
  • Extra sounds: None / S3 / S4
  • Murmurs: None / [Grade I-VI/VI, location, timing, radiation]
  • Rubs: Absent / Present

Lungs: Clear bilaterally / Rales [location] / Wheezes / Decreased breath sounds
Abdomen: Soft, non-tender / Hepatomegaly / Ascites
Extremities:

  • Edema: None / [Grade +1 to +4, location]
  • Pulses: Femoral [2+/R, 2+/L], DP [2+/R, 2+/L], PT [2+/R, 2+/L]
  • Clubbing/cyanosis: Absent / Present

Diagnostic Data Review

ECG: [Rate, rhythm, intervals, axis, ST-T changes, interpretation]
Prior echocardiogram: [Date, EF, valve function, wall motion]
Prior stress test: [Date, type, result, ischemia]
Prior catheterization: [Date, findings]
Labs: [Relevant: lipid panel, BMP, BNP, troponin]

Assessment

1) [Primary cardiac diagnosis] — [Severity, stability]
2) [Secondary cardiac diagnosis if applicable]
3) [Relevant comorbidities affecting cardiac care]
Risk assessment: [ASCVD risk score if applicable]

Recommendations

1) Diagnostic workup:

  • [ECG, echo, stress test, Holter, etc.]

2) Medical therapy:

  • [Medication recommendations with rationale]

3) Risk factor modification:

  • [BP goal, lipid goal, diabetes management, smoking cessation]

4) Lifestyle modifications:

  • [Diet, exercise, weight management]

5) Procedures: [If indicated]

  • [Catheterization, ablation, device, etc.]

6) Follow-up:

  • Cardiology: [Timeframe]
  • Return to referring physician for: [Ongoing management items]

Communication

Discussed findings and recommendations with patient.
[Copy to referring physician: Yes]

Patient Education

Cardiac risk factors, medication purposes and side effects, warning symptoms requiring urgent evaluation, lifestyle modifications.

💡 Tip: Click anywhere to edit. Changes are temporary.

Related templates

Automate Your Documentation

Use this template with OrbVoice AI medical scribe to automatically generate structured notes from patient conversations. Save 2+ hours daily while maintaining documentation quality.

Related resources