What a good clinical note contains

What each element of a progress note carries, and what a reviewer checks in it.

Written by the aurii team

Medicare requires an adequate and contemporaneous record of every service, and the Medical Board of Australia asks for records made at the time of care or as soon as possible afterwards. Neither sets a format.

A fountain pen rests on an open lined notebook whose page is headed with the handwritten, underlined word 'Notes', with a pair of glasses soft-focused on the wooden desk behind

A worked note

  • A worked progress note, element by element
    ElementThe entry as written
    Presenting problem62-year-old woman, three weeks of chest tightness on exertion, settling within five minutes of rest. Nil pain at rest, nil nocturnal symptoms.
    Relevant historyEx-smoker, 20 pack-years, ceased 2019. Father had a myocardial infarction at 58. Current medication: perindopril 5 mg daily.
    ExaminationBP 148/86 seated, both arms. HR 78, regular. Dual heart sounds, no murmur. Chest clear. No peripheral oedema.
    Investigations to handECG today: sinus rhythm, no ST change. Bloods of 14 August: LDL 3.8 mmol/L, HbA1c 5.4 per cent, eGFR above 90.
    AssessmentStable angina, intermediate pretest probability on age, sex and risk factors. Musculoskeletal chest pain and reflux considered. No features of an acute coronary syndrome.
    PlanCT coronary angiogram, referral sent today. Atorvastatin 40 mg nocte started; myalgia and liver function monitoring explained. Review with results in three weeks.
    Advice givenTold to call 000 for chest pain at rest lasting beyond 10 minutes, or with sweating or breathlessness. Patient repeated the advice back.
    Author and timeDr [name], consultant cardiologist. Entered 5 September 2026, 10:20.

What each element carries

  • What each element carries, and what a reviewer checks
    ElementWhat it carriesWhat a reviewer checks
    Presenting problemThe complaint, how long it has run, and what brings it on or settles it.Whether the episode can be placed in time without asking the patient again.
    Relevant historyRisk factors, comorbidities and current medication with doses.Whether the assessment accounts for the risk the history carries.
    ExaminationMeasured values, and the findings that were looked for and absent.Whether the examination on the page supports the diagnosis reached.
    Investigations to handResults quoted with their dates and units.Whether the numbers used in the reasoning appear in the record.
    AssessmentThe working diagnosis, the differential considered, and what was excluded.Whether the reasoning is written down or has to be inferred.
    PlanInvestigation ordered, drug and dose, counselling given, and the review interval.Whether the next clinician can act on the entry without a phone call.
    Advice givenThe safety-netting words used, and the patient's response to them.What the patient was told, when that account is later disputed.
    Author and timeWho made the entry, their role, and when it was written.Whether the record was made at or close to the time of care.

Timing and later entries

An entry is made during the consult or straight after it.

A later addition is dated to the day it was written, and the original entry stays as it was.

Copying a previous consult forward carries its errors, and two identical entries a fortnight apart leave a reviewer unable to tell which findings were taken on the day.

The aurii draft

aurii records the consult and drafts a note from the transcript, in the template set up for that clinician.

Your letterhead and section order, set once, on every draft. The template set.

No. A clinician edits the draft against the consult and signs it.

No. A note carries the assessment, the plan and what was excluded, written after the conversation is interpreted.

Record-keeping periods are set by state and territory health-records law and by the practice's own policy. Deletion runs on request. What is deleted and what the practice keeps.

This is general information about clinical documentation, not clinical or legal advice.

Start the free trial

Free 30-day trial. Create an account in the iPhone app or at app.aurii.com.au/signup. A card is added at signup on Stripe's checkout page; nothing is charged until the 30 days end.

hello@aurii.com.au