General · Templates

Interval history note template

Perfect for return visits: what changed since last time, what’s stable, focused findings, and an updated A/P—without rewriting the entire chronic history every encounter.

Template content

Copy or download, then paste into Wavo under My Templates.

Interval History Note

Visit Context
- Time since last visit and reason for today’s return.
- Patient agenda for today.

Interval History
- Changes since last encounter: symptoms, function, adherence, side effects, ED/hospitalizations, specialist input, and life events affecting care.
- Home monitoring trends if reviewed (BP, glucose, weight, symptom diaries).
- Explicitly note what is unchanged/stable when relevant.

Medications (Delta Only)
- New, stopped, or changed medications; adherence barriers.

Data Since Last Visit
- Labs, imaging, and outside records reviewed with brief interpretation.

Focused Exam
- Vitals and exam elements needed for today’s decisions.

Assessment & Plan
- Problem-based updates: status vs last visit and next steps.
- Education and shared decisions.

Follow-Up
- Interval to next visit and PRN criteria.

When to use this template

What makes the structure useful, and which visits it fits best.

Why this template works

Structural advantages for real documentation

Best for

Visit types and clinicians who use this format

  • Centers change-over-time—the signal clinicians need on return visits.
  • Avoids copy-forward noise from outdated full histories.
  • Pairs interval events with a tight problem-based plan.
  • Works for clinic continuity and inpatient interval updates alike.
  • 1Return continuity clinic visits
  • 2Short-interval follow-ups after medication changes
  • 3Inpatient or outpatient interval updates

Example output shape

Illustrative excerpt of how a visit can land in this structure. Not a real patient record—review and edit every note before signing.

Context
Return visit 6 weeks after starting sertraline 50 mg for mixed anxiety/depression; also HTN follow-up.

Interval History
Mood and sleep improved; panic less frequent. Mild first-week nausea resolved. No SI/HI. Home BP 124–130 systolic. No ED visits. Continues weekly therapy.

Meds / Data
Sertraline 50 mg daily adherent; lisinopril 10 mg unchanged. PHQ-9 8 (was 14); GAD-7 7 (was 13).

Exam
BP 128/78, euthymic affect, linear thought; no tremor.

A/P
1) Anxiety/depression — good partial response; continue sertraline 50 mg; consider increase to 75 mg at next visit if plateau; therapy continued.
2) Hypertension — at goal; continue lisinopril; labs at annual visit.

Follow-Up
8 weeks or sooner for worsening mood, SI, or BP symptoms. Crisis resources reinforced.

How Wavo automates this

What the product actually does with your template.

1. Add the template

Paste this content into My Templates, or start from a specialty-generated template and edit the sections.

2. Record or dictate

Capture the encounter with ambient recording or dictation. Wavo structures the note using your template.

3. Review and sign

Edit with Smart Transform if needed, then export or copy into your EHR. You stay responsible for the final note.

Put this template to work on your next visit

Start free, paste the template, and see how Wavo documents in your structure.