Greig Health Record Visit Note Template

The Greig Health Record is the Canadian Paediatric Society’s preventive care guide for children and youth aged 6 to 17. This visit note covers the same ground, from growth and sleep to safety and vaccines. Copy the free template, see a 7-year-old in Ontario and a 15-year-old in British Columbia, and open the official CPS forms for each age group.

For clinicians in Canada.

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  • Word and text downloads
  • Two filled examples

Blank greig Health Record visit note template

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GREIG HEALTH RECORD VISIT NOTE, AGES 6 TO 17

Patient: [Name, age, pronouns]
Date of birth: [Date]
Visit date: [Date]
Age group: [6 to 9, 10 to 13, or 14 to 17]
Came with: [Parent or caregiver, or on their own]
Clinician: [Name, credentials]

BACKGROUND
Family history and risk factors: [Early heart disease, high cholesterol, diabetes, mental illness, or substance use in the family]
Allergies and medicines: [Allergies with reactions; regular medicines, vitamins, and natural health products]
Since the last checkup: [Illnesses, injuries, emergency visits, new diagnoses]
Concerns today: [From the child or teen, then from the parent]

MEASUREMENTS
Height and weight: [cm and kg, with percentiles on the WHO Growth Charts for Canada]
BMI: [Value, BMI-for-age percentile, and the trend since the last visit]
Blood pressure: [Reading, and how it compares with the norm for age, sex, and height]
Vision: [Acuity in each eye; date of the last eye exam]
Hearing: [Concerns, earbud volume, loud noise at work or play]

SCHOOL AND DEVELOPMENT
School: [Grade, report card, reading and math, learning or attention concerns]
Friends and activities: [Friendships, bullying, sports, clubs, part-time job]
Family: [Who lives at home, how they get along, discipline, recent changes]
Puberty: [Body changes, periods and any problems with them, questions]

NUTRITION, ACTIVITY, SLEEP, AND SCREENS
Eating: [Breakfast, vegetables and fruit, sweet drinks, fast food, supplements]
Body image: [Worries about weight or shape, dieting, skipped meals]
Activity: [Minutes a day of moderate to vigorous activity; sports and walking or biking to school]
Sleep: [Bedtime, wake time, hours a night, devices in the bedroom, snoring]
Screens: [Hours a day outside school; social media and gaming]

PSYCHOSOCIAL INTERVIEW, FROM ABOUT AGE 12
Confidentiality: [What stays private and when it can't, explained to youth and parent; minutes alone with the youth]
Home, school, and friends: [The youth's own account]
Mood: [Low mood, worry, stress; tool and score, such as PHQ-A or GAD-7]
Self-harm and suicide: [Thoughts, plans, past attempts, access to means; or none]
Substances: [Vaping, tobacco, alcohol, cannabis, other drugs; tool and score, such as CRAFFT]
Abuse and violence: [Harm at home, at school, online, or in a relationship; or none]
Sexual health: [Dating, orientation and gender identity if shared, consent, contraception and condoms, STI testing if sexually active]

SAFETY
In the car and on the road: [Booster seat until 145 cm and a good belt fit, seat belt, helmet, driving and riding with impaired drivers]
Water, sun, and home: [Swimming ability, life jackets, sunscreen, smoke and carbon monoxide alarms, second-hand smoke]
Firearms and online life: [Firearms at home and how they are locked; contact with strangers, image sharing]
Other: [Trampolines, workplace safety, other topics for this age]

EXAMINATION
General: [Appearance, mood, how the child relates to you]
Findings: [Head and neck, teeth, heart, lungs, abdomen, back and spine, skin and acne, genitourinary when indicated]
Sexual maturity rating: [Tanner stage]

PREVENTION
Dental: [Last dental visit, brushing with fluoride toothpaste, sealants, mouthguard for sports]
Immunizations: [Status against the provincial schedule, doses given today, school program doses still due]
Influenza: [Given, booked, or declined]
Tests only if indicated: [Lipids for a family history, STI testing, TB skin test for risk factors, hemoglobin or ferritin]

ASSESSMENT AND PLAN
Assessment: [Healthy child or teen, or the concerns found]
Plan: [Each concern with its next step, referrals, and resources given]
Advice given: [The age-specific guidance covered today, and what the family agreed to try]
Shared with the parent: [What the youth agreed could be shared; or not applicable]
Next preventive visit: [In 1 to 2 years, or sooner for follow-up]

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

Use it for

  • Preventive visits, ages 6 to 17
  • School-age checkups
  • Teen visits with time alone
  • New patients joining a practice
  • Catch-up vaccine visits

Two filled examples. Every part, filled in.

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

Greig Health Record visit note: 7-year-old, routine checkup

Family practice in Ontario, preventive visit with his mother

Background

7-year-old boy in Grade 2, here with his mother. No allergies; no regular medicines. One ear infection in the spring; no emergency visits. No early heart disease or high cholesterol in the family. His mother asks whether he still needs a car seat, and how much tablet time is too much.

Measurements

Height 124 cm, 65th percentile. Weight 24.0 kg, 60th percentile. BMI 15.6, 55th percentile on the WHO Growth Charts for Canada, in the same channel as at age 6. BP 100/62, below the 90th percentile for his age, sex, and height. Vision 6/6 in each eye on a Snellen chart; last optometry exam 8 months ago, covered yearly by OHIP. No hearing concerns.

School and development

Reads at grade level; his teacher says he rushes through math. Two close friends; no bullying. Swims and plays house league soccer on Saturdays. Lives with both parents and a 4-year-old sister. Bedtime is a battle most nights. No signs of puberty.

Nutrition, activity, sleep, and screens

Breakfast every day and a packed lunch; picky with vegetables. Milk 2 cups a day; a juice box most days. Active about 45 minutes on school days, more on weekends. Watches videos in bed and falls asleep around 10 p.m.; up at 6:45 a.m. for school, so under 9 hours on school nights. Recreational screens about 3 hours on school days.

Safety

Still rides in a forward-facing seat with a harness, but his shoulders are now above the top harness slot: he has outgrown it. Advised a high-back belt-positioning booster in the back seat. Ontario law allows a seat belt alone at age 8, 36 kg, or 145 cm, whichever comes first; advised keeping the booster until he is 145 cm and the adult belt fits. Wears a bike helmet. In swimming lessons; watched near water. Smoke and carbon monoxide alarms on each floor. No firearms at home.

Examination

Cheerful and chatty. Ear drums normal. Teeth: lower permanent incisors in, upper central incisors loose, first permanent molars through; no visible decay. Heart regular, no murmur. Lungs clear. Abdomen soft. Spine straight. Skin normal. Tanner stage 1.

Prevention

Dental checkups every 6 months; brushes twice a day with fluoride toothpaste, with his mother’s help at night. Sealants for the new molars to raise with his dentist. Vaccines up to date for the Ontario schedule: Tdap-IPV and MMRV at age 4. Influenza vaccine given today. Next routine vaccines in the Grade 7 school program: hepatitis B, HPV, and meningococcal ACYW. No tests needed.

Assessment and plan

Healthy 7-year-old growing along his curves. Short sleep, linked to screens at bedtime. Plan: tablet charged outside his bedroom; screens off an hour before an 8:30 p.m. bedtime, for 9 to 11 hours of sleep; recreational screens under 2 hours a day; at least 60 minutes of active play daily. High-back booster this week. Water in place of juice at lunch. Next preventive visit at 8 or 9.

The official Greig Health Record forms. Checked November 2026.

The Canadian Paediatric Society publishes the Greig Health Record at cps.ca, with a form for each age group, pages of selected guidelines and resources, and a technical report. Health professionals may reproduce the forms for office use; any other use needs the author’s permission. The forms were last updated in 2016, so check vaccines against your provincial schedule.

Ages 6 to 9

One page with a column for each year from 6 to 9: growth, school and family, nutrition, activity, screens, sleep, discipline, booster seats, water and trampoline safety, the exam, and the vaccines due around school entry.

Ages 10 to 13

Adds a HEADSSS psychosocial history, with mental health, substances, abuse, and sexual health and relationships, plus the preteen vaccines most provinces give in a school program.

Ages 14 to 17

Keeps the HEADSSS history and adds seat belts and vehicle safety for new drivers, workplace safety, and the teen Tdap booster.

What goes in each part.

Measurements

Measure at every preventive visit and plot on the WHO Growth Charts for Canada. The curve over the years tells you more than one point.

  • Height and weight, with percentiles
  • BMI-for-age percentile: above the 85th is overweight, above the 97th is obesity
  • Blood pressure, judged against the norm for age, sex, and height
  • Visual acuity in each eye, and when the last eye exam was

Avoid: Adult BMI cutoffs. A BMI of 23 sounds healthy, yet it sits above the 85th percentile for an 11-year-old.

School and development

How the child is doing at school, with friends, and at home. Falling grades or a lost friendship group is often the first sign of trouble.

  • Grade, report card, and any learning or attention concerns
  • Friends, bullying, sports, and clubs
  • Who lives at home, and recent changes such as a move or separation
  • Puberty: body changes and periods, asked in plain words

Avoid: “Doing well in school” with no detail. Write the grade and what the report card or teacher says.

Nutrition, activity, sleep, and screens

The daily habits behind growth, mood, and learning. The Canadian 24-Hour Movement Guidelines give the targets for ages 5 to 17.

  • At least 60 minutes a day of moderate to vigorous activity
  • Sleep of 9 to 11 hours for ages 5 to 13, and 8 to 10 hours for ages 14 to 17
  • Recreational screen time of no more than 2 hours a day
  • Sweet drinks, breakfast, and any dieting or worry about weight

Avoid: Advice with no numbers. “Asleep at 10, up at 6:45” shows the shortfall, and gives the family a target.

Psychosocial interview

From about age 12, a HEEADSSS-style interview, with part of the visit alone after you explain confidentiality to the youth and the parent.

  • Minutes alone, and what the youth agreed to share
  • Mood, with a tool such as the PHQ-A and its score
  • Self-harm and suicidal thoughts, asked directly
  • Substances, abuse, and sexual health

Avoid: A screen score with nothing after it. A PHQ-A in the moderate range needs your own questions about suicide and a follow-up date.

Safety

The injuries most likely at this age, and what the family is doing about them.

  • Booster seat until the child is 145 cm and the adult belt fits; seat belts after that
  • Helmets, swimming, and life jackets
  • Firearms at home, and how they are locked
  • Online safety, and driving for older teens

Avoid: Ending the booster at the legal minimum. Belt fit decides: lap belt low on the hips, shoulder belt across the middle of the shoulder.

Prevention

Teeth, vaccines, and the few tests that depend on risk.

  • Dental visits, fluoride toothpaste, sealants, and mouthguards
  • Vaccines checked against the current provincial schedule and the school program
  • Yearly influenza vaccine
  • Tests only for a reason: lipids for a family history, STI testing for sexually active teens

Avoid: Assuming school vaccines were given. A child who was absent, or whose consent form never came home, can miss a whole series.

Common mistakes, and how to avoid them.

Stopping the booster at the legal minimum

Ontario lets a child use the seat belt alone at 8, 36 kg, or 145 cm, and other provinces set their own rules. Keep the booster until the child is 145 cm and the adult belt fits, which for most children is well past their 8th birthday.

Using adult BMI cutoffs

Plot BMI-for-age on the WHO Growth Charts for Canada. Above the 85th percentile is overweight and above the 97th is obesity, whatever the number looks like on an adult scale.

Trusting the vaccine list on a 2016 form

The age forms list the vaccines of their day. Schedules have changed since: BC, for one, moved HPV to a single dose for ages 9 to 20 in 2025. Check the current provincial schedule and the child’s own record.

Keeping the parent in the room for the teen interview

Teens rarely raise mood, sex, or substances with a parent listening. Explain confidentiality to both, spend part of the visit with the teen alone, and note what they agreed to share.

Turning it into a sports form visit

A quick visit for a camp or team form skips sleep, mood, safety, and vaccines. Book the full preventive visit, and complete the form at the same time.

Talk with the family. Review the note.

Vero Scribe writes the visit note in your template from the conversation, with the family’s consent, or from your dictation. You review and edit every section, then copy it into your EMR or export it to Word or PDF. Vero works in 60+ languages.

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Frequently asked questions.

What is the Greig Health Record?

An evidence-based preventive care guide for children and youth aged 6 to 17, written by Dr. Anita Greig and endorsed by the Canadian Paediatric Society and the College of Family Physicians of Canada. It was first published in 2010 and updated in 2016. There is a one-page form for each age group, 6 to 9, 10 to 13, and 14 to 17, and each item shows how strong the evidence behind it is.

Where can I download the official Greig Health Record?

From the Canadian Paediatric Society’s website, at cps.ca/en/tools-outils/greig-health-record, as a PDF for each age group. The three forms are linked on this page. Health professionals may reproduce them for office use; other uses need the author’s permission. The template here is a separate visit note, for your EMR or for Vero, that covers the same areas.

How often should children aged 6 to 17 have a preventive visit?

The Greig forms suggest a visit every 1 to 2 years in each age group. Many family physicians and pediatricians see children yearly, and sooner when there is a concern about growth, mood, or school.

What changes between the age groups?

The focus moves from the family to the young person. At 6 to 9: booster seats, sleep, screens, discipline, and water safety. At 10 to 13: puberty, mood, a first part of the visit alone, and the school-program vaccines. At 14 to 17: a full psychosocial interview alone, sexual health, substances, driving, and safety at work.

Is this Greig Health Record visit note template free?

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

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