Gastroenterology Consult Note Template

A gastroenterology consult note records an outpatient GI consult: the referral question, the GI history and alarm features, the abdominal exam, labs and earlier endoscopy, and a plan for tests, endoscopy, and treatment. Copy the free template, see an iron deficiency anemia consult and an IBS follow-up, and check what goes in each part, from prep instructions to the reply to the referrer.

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Blank gastroenterology consult note template

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GASTROENTEROLOGY CONSULT NOTE

Patient: [Name, age, sex]
Date of visit: [Date]
Visit type: [New consult or follow-up; in person, video, or phone]
Referred by: [Name, role, clinic, and date of referral]
Primary care clinician: [Name, if not the referrer]
Gastroenterologist: [Name, credentials]

REFERRAL
Question asked: [What the referrer wants answered or done, in their words]
Triage: [Routine, semi-urgent, or urgent, and the finding that set it]
Since the last visit: [For a follow-up: results back, treatment tried, emergency visits; or first visit]

GI HISTORY
Main complaint: [Symptom, onset, duration, course, and the patient's own words]
Abdominal pain: [Site, character, timing, link to meals or bowel movements, what eases it; or none]
Bowel habit: [Stools a day, Bristol type, urgency, stools at night, mucus, change from usual]
Bleeding: [Red blood, black stools, vomiting blood; or none]
Upper GI: [Heartburn, dysphagia to solids or liquids, food sticking, nausea, vomiting, early fullness]
Weight and appetite: [Weight now, kg lost or gained and over how long]
Alarm features: [Each one asked, present or absent: bleeding, weight loss, dysphagia, persistent vomiting, anemia, night symptoms, new symptoms at an older age, family history of GI cancer]

RELEVANT HISTORY
Medical and surgical: [Liver disease, pancreatitis, diabetes, thyroid disease, abdominal surgery, gallbladder removed or not]
Diet and habits: [Usual diet, trigger foods, gluten intake, caffeine, sugar-free sweeteners, standard drinks a week, smoking, cannabis]
Travel and infection: [Recent travel, antibiotics, stool infections, sick contacts]

MEDICINES
Current medicines: [Drug, dose, frequency, how long]
GI-relevant: [NSAIDs and aspirin, PPIs, opioids, iron, metformin, magnesium, laxatives, antidiarrheals, supplements]
Anticoagulants and antiplatelets: [Drug, dose, reason, and prescriber; or none]
Allergies: [Drug and reaction]

FAMILY HISTORY
GI cancer: [Colorectal, stomach, esophageal, or pancreatic cancer: relative and age at diagnosis; or none]
Other GI disease: [Advanced polyps, inflammatory bowel disease, celiac disease, liver disease]

EXAMINATION
Vitals and general: [BP, heart rate, weight, BMI, pallor, jaundice]
Signs outside the abdomen: [Koilonychia, angular cheilitis, mouth ulcers, clubbing, lymph nodes, signs of chronic liver disease]
Abdomen: [Distension, scars, tenderness and where, guarding, masses, liver and spleen size, ascites, hernias, Carnett's sign]
Perianal and rectal: [Tags, fissure, fistula, rectal mass, stool color on the glove; or not done, and why]

RESULTS REVIEWED
Blood tests: [Hemoglobin, MCV, ferritin, transferrin saturation, platelets, CRP, liver tests, albumin, celiac serology with total IgA, TSH, with dates]
Stool tests: [Fecal calprotectin, FIT, Giardia, C. difficile, or other infection tests, with dates]
Earlier endoscopy and pathology: [Date, procedure, findings, biopsy results; or none]
Imaging: [Ultrasound, CT, or MRI: date and key finding; or none]

ASSESSMENT
Impression: [Most likely diagnosis, and the findings for it]
Differential: [Other causes still possible, and the test that settles each]
Pace of workup: [Alarm features present or absent, and how they set the timing]
Other problems: [Each one, with its status]

PLAN
Tests: [Blood, stool, or imaging ordered, and why]
Endoscopy: [EGD, colonoscopy, or both: reason, sedation, date or target time, biopsies planned; or not needed, and why]
Preparation: [Bowel prep and timing, diet before, fasting, medicines to hold and when, driver home]
Treatment: [Each medicine started, changed, or stopped: dose, how long, and why; diet changes; dietitian]
Advice given: [What was explained, warning signs, and who to call]
Follow-up: [When, how, and what will be reviewed]

REPLY TO REFERRER
Short answer: [The answer to the referral question, in one or two sentences]
GI will: [Tests and procedures GI arranges, and who tells the patient each result]
Please: [What the referrer is asked to do, check, or stop, and by when]
Ongoing care: [Kept in GI clinic, or returned to the referrer, and when to refer back]
Copied to: [Names, and the date sent]

Signed: [Gastroenterologist name, credentials, date and time]

Use it for

  • New GI referrals
  • Iron deficiency anemia
  • Chronic diarrhea and IBS
  • Reflux and dyspepsia
  • Dysphagia
  • Abnormal liver tests

Two filled examples. Every part, filled in.

Each one follows the template. Use them to judge how much detail every part needs.

Gastroenterology consult note: iron deficiency anemia, no visible bleeding

GI clinic, new semi-urgent referral from a family physician, in person

Referral

New consult, November 4, 2026. 45-year-old man referred on October 21 by his family physician, Dr. Priya Nair. Her question: “Iron deficiency anemia, hemoglobin 10.8, ferritin 6. He hasn’t noticed any bleeding. Please investigate.” Triaged semi-urgent: iron deficiency anemia in a man needs endoscopy within weeks. First GI visit.

GI history

Tired for about 5 months, and breathless on two flights of stairs for the past month. Has been chewing ice most days for 2 months. No abdominal pain. Bowel habit unchanged: one formed stool a day, Bristol type 4, no urgency or stools at night. No red blood, black stools, or vomiting blood. Heartburn 2 or 3 times a week for years, controlled on omeprazole. No dysphagia, vomiting, or early fullness. Appetite normal; weight steady at 82 kg. Alarm features: anemia present. No bleeding, weight loss, dysphagia, vomiting, night symptoms, or family history of GI cancer.

History and medicines

Low back pain for 8 months, treated with naproxen 220 mg, 2 tablets once or twice a day on most days, bought over the counter. Hypertension. No liver disease, kidney disease, or abdominal surgery. Not a blood donor; no nosebleeds or blood in the urine. Eats red meat 3 or 4 times a week, and bread or pasta daily. About 6 drinks a week; never smoked. No recent travel. Medicines: omeprazole 20 mg daily for 3 years, amlodipine 5 mg daily, and the naproxen. No aspirin, anticoagulants, or other antiplatelets. No known drug allergies.

Family history

No colorectal, stomach, or esophageal cancer in the family. No inflammatory bowel disease or celiac disease. Father, 74, and mother, 71, both well.

Examination

BP 126/78, HR 88 and regular. Weight 82 kg, height 177 cm, BMI 26.2. Conjunctivae pale. No jaundice, koilonychia, angular cheilitis, or glossitis. No lymph nodes. Abdomen soft and not distended; no scars, tenderness, or masses; liver and spleen not felt. Rectal exam, chaperone offered and declined: no mass; brown stool on the glove, no blood.

Results reviewed

October 18: hemoglobin 10.8 g/dL (108 g/L), MCV 74 fL, platelets 412 ×10⁹/L, ferritin 6 µg/L, transferrin saturation 5%, CRP 2 mg/L, creatinine 0.9 mg/dL (80 µmol/L), ALT 22 U/L, albumin 4.2 g/dL (42 g/L), B12 and folate normal. Hemoglobin was 14.9 g/dL (149 g/L) at a checkup 3 years ago. No celiac serology yet. No earlier endoscopy, colonoscopy, or abdominal imaging.

Assessment

1. Iron deficiency anemia: hemoglobin 10.8 g/dL, down from 14.9 three years ago, MCV 74, ferritin 6 µg/L; platelets of 412 fit iron deficiency. In a man with no visible bleeding, the cause is blood loss from the gut or poor absorption until shown otherwise. Possible causes: erosions or an ulcer from daily naproxen; a colorectal polyp or cancer; celiac disease; H. pylori or atrophic gastritis; and 3 years of omeprazole, which lowers iron absorption. His diet has enough iron. If both scopes are normal, the small bowel is next. 2. Daily naproxen for 8 months, to stop. 3. Heartburn, controlled on omeprazole; the need for it reviewed after the gastroscopy.

Plan

Tests: tTG-IgA with total IgA today; he eats gluten daily, so the result is valid, and it will be back before the endoscopy. Endoscopy: gastroscopy and colonoscopy in one session on December 2, with propofol sedation. At the gastroscopy, biopsies from the gastric antrum and body for H. pylori and atrophic gastritis, and duodenal biopsies if the celiac serology is positive. Treatment: stop naproxen today; acetaminophen up to 3 g a day and physiotherapy for his back. Start ferrous sulfate, one tablet with 60 to 65 mg of elemental iron, every other day, on an empty stomach with water or orange juice, 2 hours apart from tea, coffee, or calcium. Stop omeprazole on November 18, 2 weeks before the endoscopy, so the H. pylori biopsies are accurate; an antacid as needed for heartburn from then until the endoscopy. Preparation, written copy given: stop iron on November 25, 7 days before, as it darkens the stool and makes the prep harder to clear. Low-fiber diet from November 30; clear fluids only on December 1. Split-dose polyethylene glycol prep: the first half at 6 p.m. on December 1, the second starting at 4:30 a.m. on December 2 and finished by 6:30 a.m., for the 9:00 a.m. procedure. Nothing by mouth after that except amlodipine with a sip of water. A driver home; no driving until the next day. Restart iron the day after. Advice: go to the emergency department for black or bloody stools, vomiting blood, fainting, or chest pain. Follow-up: results visit 2 weeks after the endoscopy, with the pathology.

Reply to referrer

Short answer: yes, this is iron deficiency anemia that needs both a gastroscopy and a colonoscopy; the cause isn’t known yet. Daily naproxen, celiac disease, and a colon lesion are all possible. GI will: do both procedures on December 2, follow up the celiac serology, tell him the endoscopy and pathology results, and send you the reports. Please: check CBC and ferritin about December 16, 6 weeks after he started iron, expecting hemoglobin up by at least 1 g/dL (10 g/L); take naproxen off his list and avoid NSAIDs. If no cause needing other treatment is found, continue iron for 3 months after hemoglobin is normal, to refill his stores. Ongoing care: GI until a cause is found, with a capsule endoscopy if both scopes are normal and the anemia doesn’t respond or comes back. Copied to Dr. Nair, November 4.

What goes in each part.

Referral and triage

The question the referrer asked, and how soon the patient needs to be seen. The question and the alarm features set the pace of everything after.

  • The question in the referrer’s words, such as “iron deficiency anemia, please investigate” or “does he need a colonoscopy?”
  • Triage, and the finding behind it: anemia, bleeding, dysphagia, or weight loss move a referral up
  • For a follow-up: the results back, the treatment tried, and how it went

Avoid: “GI consult” with no question. Write down the decision the referrer is waiting on, even when the referral didn’t spell it out.

GI history and alarm features

The symptoms in enough detail to tell functional from structural disease, and every alarm feature asked and answered.

  • Pain: site, character, timing, and whether it eases after a bowel movement or worsens with meals
  • Bowel habit: stools a day, Bristol stool type, urgency, stools at night, and change from the patient’s usual
  • Bleeding: red blood, black stools, or vomiting blood
  • Upper GI symptoms: heartburn, dysphagia to solids or liquids, food sticking, vomiting, and early fullness
  • Weight change in kg, and over how long
  • For suspected IBS: whether the Rome IV criteria are met, and the subtype

Avoid: “No red flags.” List each alarm feature you asked about, so a reader can see that black stools, night symptoms, and weight loss were covered.

Medicines and relevant history

The medicines and habits that cause GI symptoms, hide findings, or change how an endoscopy is planned.

  • NSAIDs and aspirin, including those bought over the counter, with dose and how long
  • PPIs, with dose and duration: they lower iron absorption and make H. pylori tests less accurate
  • Anticoagulants and antiplatelets, with the reason, for planning biopsies and polyp removal
  • Opioids, metformin, magnesium, iron, and any laxatives or antidiarrheals
  • Diet, gluten intake, caffeine, sugar-free sweeteners, alcohol, recent travel, and antibiotics
  • Abdominal surgery, and whether the gallbladder has been removed

Avoid: Copying the referral list. Ask about pain relievers, sugar-free gum, and supplements: any one of them can explain the whole referral.

Family history

GI cancer and other GI disease in relatives, with ages, because they change both the pace and the kind of testing.

  • Colorectal, stomach, esophageal, and pancreatic cancer: the relative, and their age at diagnosis
  • Advanced polyps in a parent, sibling, or child
  • Inflammatory bowel disease, celiac disease, and liver disease

Avoid: “Family history noncontributory.” A parent with colorectal cancer at 50 changes when this patient needs a colonoscopy, so write the relative and the age.

Examination

The abdominal exam, plus the signs outside the abdomen that point to anemia, malabsorption, liver disease, or inflammatory bowel disease.

  • Weight and BMI, compared with the last recorded weight
  • Pallor, jaundice, koilonychia, angular cheilitis, mouth ulcers, and lymph nodes
  • Abdomen: distension, scars, where it’s tender, guarding, masses, liver and spleen size, and ascites
  • Carnett’s sign when pain is in one spot, to pick up abdominal wall pain
  • Perianal inspection and rectal exam, with a chaperone offered, or why it wasn’t done

Avoid: “Abdomen benign.” Write where it was tender, or that it wasn’t, and whether the liver and spleen were felt, so the next exam can be compared.

Results reviewed

Each blood and stool test with its date and value, and every earlier endoscopy with its pathology. Summarize the reports; don’t paste them.

  • Hemoglobin with MCV, ferritin, and transferrin saturation, compared with earlier values
  • CRP, liver tests, albumin, and TSH
  • Celiac serology with total IgA, and whether the patient was eating gluten at the time
  • Fecal calprotectin, FIT, and stool infection tests, with dates
  • Earlier endoscopy, colonoscopy, and imaging: date, findings, and biopsy results

Avoid: A negative tTG-IgA with no total IgA. IgA deficiency or a gluten-free diet makes it falsely negative, so record both.

Assessment and plan

The likely diagnosis with its evidence, what is still possible, and a plan the patient and the referrer can follow without phoning you.

  • The impression, the differential, and the test that settles each possibility
  • Endoscopy: which procedure, why, how soon, the sedation, and the biopsies planned; or why none is needed
  • Prep instructions: the regimen, diet, fasting, and which medicines to hold and when, such as iron, anticoagulants, and diabetes medicines
  • Each medicine started, changed, or stopped, with dose, length, and reason
  • Warning signs, and who the patient calls

Avoid: “Booked for scope.” Name the procedure, the date, what will be biopsied, and what the patient stops beforehand.

Reply to the referrer

The answer to the referral question in a sentence or two, and who does each next step. Many clinics send this part as the letter.

  • A direct answer, including “no colonoscopy needed” when that is the answer
  • What GI will arrange, and who tells the patient each result
  • What the referrer is asked to do or stop, with dates
  • Whether GI keeps the patient, and when to refer back

Avoid: Pathology with no owner. Say who tells the patient, and who acts on a result that changes the plan.

Common mistakes, and how to avoid them.

Looking at one end only

Iron deficiency anemia in a man or a postmenopausal woman needs both a gastroscopy and a colonoscopy. A normal colonoscopy doesn’t explain it, and upper causes such as celiac disease or an NSAID ulcer are common.

Celiac serology read without context

A tTG-IgA is falsely negative with IgA deficiency, or after the patient has cut back on gluten. Record the total IgA and gluten intake, and use an IgG-based test when IgA is low.

Testing for H. pylori on a PPI

PPIs cause false negatives on biopsy, breath, and stool tests. Stop them 2 weeks before, or note that the patient couldn’t, and read a negative result with care.

Prep left to a leaflet

Iron, anticoagulants, and diabetes medicines all need dated instructions. Write in the note what the patient stops, when, and when to restart, so the endoscopy unit and the patient work from the same plan.

A colonoscopy by default

Under 45, with typical IBS symptoms, no alarm features, and a normal calprotectin, a colonoscopy rarely changes the plan. Write why you did or didn’t order one, so the referrer can explain it to the patient.

Take the GI history. Review the consult note.

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Frequently asked questions.

How do you write a gastroenterology consult note?

Start with the referral question and its urgency. Take the GI history with every alarm feature asked, the medicines that matter in GI, such as NSAIDs, PPIs, and anticoagulants, and the family history of GI cancer. Record the abdominal exam, then each lab, stool test, and earlier endoscopy with its date. End with the impression and differential, a plan for tests, endoscopy with prep instructions, and treatment, and a short reply that answers the referrer’s question.

Which alarm features should a GI consult note record?

Rectal bleeding or black stools, vomiting blood, weight loss the patient can’t explain, dysphagia, persistent vomiting, iron deficiency anemia, diarrhea or pain that wakes the patient at night, a mass on exam, new symptoms at an older age, and a family history of colorectal or stomach cancer, celiac disease, or inflammatory bowel disease. Write each one as present or absent. Any one of them argues against a diagnosis made on symptoms alone, such as IBS, and usually leads to endoscopy or imaging.

When does iron deficiency anemia need a gastroscopy and a colonoscopy?

In men and postmenopausal women with iron deficiency anemia and no other clear cause, the 2020 AGA guideline recommends both, and they are often done in one session. The same guideline uses a ferritin cutoff of 45 µg/L to diagnose iron deficiency in a patient with anemia. Check celiac serology, test for H. pylori, and start iron. If both scopes are normal and the anemia responds to iron, continue it; if it doesn’t respond, or comes back, look at the small bowel, usually with a capsule endoscopy.

How is a GI consult note different from a colonoscopy report?

The consult note comes before the procedure: it decides whether an endoscopy is needed, which one, how soon, and how to prepare, and it covers the history, exam, and treatment. The colonoscopy report records the procedure itself: the prep score, how far the scope reached, the findings, each polyp, and the follow-up interval. The consultation letter is the reply to the referrer, and many gastroenterologists send the note’s reply section as that letter.

Is this gastroenterology consult note template free?

Yes. Copy it, or download it as a Word or text file. No account needed.

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