Urgent Care Note Template

An urgent care note records one walk-in visit: the complaint, a focused history and exam, the tests done on site, your decision making, and where the patient goes next. Copy the free template, see an ankle injury sent home and a chest pain transferred by ambulance, and check what goes in each part.

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  • Two filled examples

Blank urgent care note template

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URGENT CARE NOTE

Patient: [Name, age, sex]
Date of birth: [Date]
Date of visit: [Date]
Arrived: [Time of arrival, and time first seen by a clinician]
Arrived by: [Walk-in, booked online, brought by family, or sent by another clinician]
Triage: [Triage level or category, and any concern the triage nurse flagged]
Primary care clinician: [Name, or none]
Clinician: [Name, credentials]

CHIEF COMPLAINT
[The reason for the visit in the patient's words, and how long it has been going on]

HISTORY
History of present illness: [Onset, mechanism or trigger, location, character, severity, what makes it better or worse, and what was tried before coming in]
Pertinent review of systems: [The positives and negatives that bear on this complaint and its red flags]
Relevant history: [Past medical, surgical, and social history that matters today; pregnancy status, last tetanus shot, or recent travel when relevant]
Medications: [Current medications, and anything taken today for this problem]
Allergies: [Drug and other allergies, with reactions]

VITAL SIGNS AND EXAMINATION
Vital signs: [BP, HR, RR, temperature, SpO2, pain score, with the time taken]
Repeat vital signs: [Time and values, when any were abnormal or treatment was given]
General: [How unwell the patient looks, distress, gait]
Focused exam: [Findings for the complaint, and for the serious causes you are ruling out]

POINT-OF-CARE TESTS AND IMAGING
Done on site: [Rapid strep, urinalysis, pregnancy test, glucose, ECG, X-ray, or other, with times]
Results: [Each result with your read; who read the imaging, and whether a radiologist report is still to come]

MEDICAL DECISION MAKING
Differential: [Diagnoses considered, and why each is more or less likely]
Red flags: [Serious causes considered, and the findings that exclude them or don't]
Decision rules: [Rule used by name, the findings that decided it, and the result]
Diagnosis: [Final or working diagnosis]

TREATMENT
Given in clinic: [Medication, dose, route, and time; procedures such as splinting, wound repair, or a nebulizer; and the response]
Prescriptions: [Drug, dose, frequency, duration, and quantity, or none]
Advice: [What was explained, and the patient's understanding and agreement]

DISPOSITION
Disposition: [Home, home with follow-up, or transfer to the emergency department]
Follow-up: [With whom and when; who will act on results still to come]
Transfer: [Receiving site, how the patient traveled, time of departure, who handed over to whom and when, and what was sent]
Condition on leaving: [Stable or improved, with the last vital signs]

RETURN PRECAUTIONS
[The specific signs that mean come back or go to the emergency department, and that the patient understood them]

WORK OR SCHOOL NOTE
[Given or not; dates off, return date, or limits on duties]

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

Use it for

  • Walk-in clinics
  • Minor injuries
  • Acute illness
  • After-hours care
  • Emergency department transfers

Two filled examples. Every part, filled in.

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

Urgent care note: inversion ankle injury

Urgent care clinic, evening walk-in

Arrival and chief complaint

Arrived 7:52 p.m., walk-in; seen 8:10 p.m. Triage: less urgent, no concerns flagged. 24-year-old man. “I rolled my ankle playing basketball and it’s swollen.” 90 minutes. Primary care clinician: Dr. Amy Lin.

History

Landed on another player’s foot at 6:30 p.m. and rolled his right ankle inward. Felt a pop on the outside of the ankle and stopped playing. Swelling within 30 minutes. Walked to his car with a limp. Iced it at home; no medicine taken. No numbness or tingling, no knee or foot pain, no previous injury to this ankle. Healthy, no regular medications, no stomach ulcers or kidney disease. No known drug allergies. Works as a line cook, on his feet for 10-hour shifts.

Vital signs and examination

At 8:10 p.m.: BP 128/76, HR 78, RR 14, T 36.9 °C (98.4 °F), SpO2 99% on room air, pain 6 out of 10. Comfortable at rest; walks with a limp. Right ankle: swelling and early bruising over the outer ankle. Tender over the anterior talofibular ligament and at the tip of the lateral malleolus. Not tender over the medial malleolus, the navicular, the base of the fifth metatarsal, or the proximal fibula. Syndesmosis squeeze test negative. Thompson test normal. Anterior drawer not tested: too painful and swollen; recheck at 4 to 5 days. Foot pulses strong, capillary refill under 2 seconds, sensation normal across the foot. Took 4 steps without help, limping.

Point-of-care tests and imaging

Right ankle X-ray at 8:24 p.m., 3 views: AP, lateral, and mortise. No fracture; mortise even; soft tissue swelling on the lateral side. Read by me; radiologist report to follow tomorrow. Foot X-ray not needed.

Medical decision making

Ottawa ankle rules: ankle X-ray indicated, on bone tenderness at the tip of the lateral malleolus. Foot rules negative: no navicular or fifth metatarsal tenderness, and able to bear weight. Differential: lateral ankle sprain, distal fibula fracture, high ankle sprain, fifth metatarsal fracture, Achilles rupture. X-ray shows no fracture. Negative squeeze test and no proximal fibula tenderness make a high ankle sprain unlikely; Thompson test rules out an Achilles rupture. Foot circulation and nerves intact. Diagnosis: right lateral ankle sprain, most likely the anterior talofibular ligament.

Treatment

Ibuprofen 400 mg by mouth at 8:35 p.m. Ice and elevation in the clinic. Semi-rigid lace-up brace fitted. Crutches given and gait taught; weight bearing as tolerated, off crutches over 2 to 3 days. No prescriptions: ibuprofen 400 mg up to 3 times a day with food for up to 7 days, and acetaminophen as needed, both over the counter. Advice: ice for 15 to 20 minutes every 2 to 3 hours for 2 days, and keep it raised; start ankle circles and tracing the alphabet with his foot tomorrow; walk as pain allows. Wear the brace for basketball when he goes back. He understood and agreed.

Disposition

Home. Follow up with Dr. Lin in 5 to 7 days to recheck the ligament; referral to physical therapy then if he isn’t walking normally. The clinic will call him if the radiologist report differs from my read. Left at 8:55 p.m. on crutches, pain 3 out of 10.

Return precautions and work note

Return, or go to the emergency department, for numb, cold, or pale toes; pain that keeps getting worse despite rest, ice, and raising the leg; a tight, swollen calf; or still no weight on the foot after 5 days. Printed copy given; he repeated them back. Work note given: off work Nov 10 and 11; back Nov 12 in the brace, with seated breaks as needed for 1 week.

What goes in each part.

Arrival and chief complaint

When and how the patient came in, and why, in their words. The times show how quickly a sick patient was seen.

  • Arrival time, and the time a clinician first saw the patient
  • How they came: walk-in, booked online, brought by family, or sent by another clinician
  • Triage level, and any concern the triage nurse flagged
  • The chief complaint in the patient’s words, with how long it has lasted
  • Their primary care clinician, so a copy of the note can go to them

Avoid: A complaint rewritten as a diagnosis. “Ankle sprain” at triage anchors everyone who reads it; “rolled right ankle playing basketball” doesn’t.

History

A focused history: enough to make today’s decision, and to show the serious causes you asked about.

  • Onset, mechanism or trigger, course, and what was tried before coming in
  • Review of systems positives and negatives that bear on the red flags
  • History that changes the decision: anticoagulants, pregnancy, diabetes, a weak immune system, last tetanus shot
  • Medications, including anything taken today for this problem, and allergies with reactions

Avoid: A full review of systems ticked as negative. Ask about, and record, the negatives that matter for this complaint.

Vital signs and examination

A full set of vital signs, and an exam focused on the complaint and on what could make it dangerous.

  • BP, heart rate, breathing rate, temperature, oxygen saturation, and pain score, with the time
  • A repeat set when any value is abnormal or after treatment
  • How unwell the patient looks, and their gait
  • Focused findings, including pulses, sensation, and movement after an injury

Avoid: Sending a patient home with a fast heart rate or low oxygen level that was never rechecked. Repeat it, and write the repeat.

Point-of-care tests and imaging

The tests done on site, with their results and who read them.

  • Each test and its time: rapid strep, urinalysis, urine pregnancy test, glucose, ECG, X-ray
  • The result of each, with your interpretation
  • The ECG’s time and read, compared with an old tracing when one is available
  • The X-ray views, who read them, and whether a radiologist report is still to come

Avoid: “X-ray negative” with no views and no reader. Name the views, who read them, and what happens if the radiologist’s report differs.

Medical decision making

Your reasoning: what you considered, what you ruled out and how, and why the patient can go home or must go elsewhere.

  • The differential, with what makes each diagnosis more or less likely
  • The red flags you considered, and the findings that exclude them
  • Decision rules by name, such as the Ottawa ankle or knee rules, Centor or McIsaac, NEXUS, PECARN, Wells, or PERC, with the findings
  • The final or working diagnosis

Avoid: A rule named with no findings. “Ottawa negative” doesn’t show which criteria you checked. Write the findings that decided it.

Treatment

What you gave in the clinic, what you prescribed, and what you explained.

  • Medications given, with dose, route, and time
  • Procedures such as a brace, splint, wound repair, or nebulizer, and the response
  • Prescriptions with dose, frequency, duration, and quantity
  • The advice given, and the patient’s understanding and agreement

Avoid: Leaving out the time a medicine was given. If the patient moves on, the next team needs to know what is already on board, and since when.

Disposition

Where the patient went next, and who is responsible for them now.

  • Home, home with follow-up, or transfer to the emergency department
  • Follow-up with whom and when, and who acts on results still to come
  • For a transfer: the receiving site, how the patient traveled, the time they left, who handed over to whom, and what was sent
  • Condition and last vital signs on leaving
  • If the patient declines transfer: their capacity, the risks explained, and what they agreed to instead

Avoid: “Sent to ED” and nothing else. Record how the patient went, who you spoke to, and what went with them.

Return precautions and work note

The signs that should bring the patient back, specific to the diagnosis, and any note for work or school.

  • Warning signs for this diagnosis, in plain words
  • Where to go: back to the clinic, the emergency department, or 911
  • That the patient understood, and got a printed copy
  • Any work or school note: dates off, return date, and limits on duties

Avoid: “Return if worse.” Name the signs that matter for this diagnosis, such as numb toes after a sprain or a stiff neck with a fever.

Common mistakes, and how to avoid them.

Ruling out red flags only in your head

If you considered a fracture, a dissection, or meningitis and ruled it out, write how. Without that, the note reads as if you never thought of it.

No plan for the radiologist’s report

Many clinics read their own X-rays and get a formal report later. Note that one is still to come, and who calls the patient if it differs from your read.

A transfer with no handover record

Write when you called for transport, how the patient traveled, who you handed over to and when, and what went with them. Gaps here are where care gets lost.

A refused transfer, barely recorded

If the patient won’t go to the emergency department, record their capacity, the risks you explained in plain words, what they agreed to instead, and that they can come back or call 911 at any time.

Discharging on the first set of vital signs

A heart rate of 118 at triage needs a recheck after fever control or fluids. Write the repeat values before the patient leaves.

See the patient. Vero drafts the note.

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

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Frequently asked questions.

What should an urgent care note include?

The arrival time and chief complaint, a focused history with the red flags you asked about, vital signs and a focused exam, tests done on site with results, your medical decision making, treatment given and prescribed, the disposition, return precautions, and any work or school note.

How is an urgent care note different from a SOAP note?

It follows the same order, from history to plan, and adds what a one-time walk-in visit needs: arrival times, on-site tests and who read them, the red flags and decision rules behind your decision, and a disposition for discharge, follow-up with the patient’s own clinician, or transfer. Most patients won’t see you again, so the note has to stand on its own.

How do you document a transfer from urgent care to the emergency department?

Write why the patient needs the emergency department, what you gave and when, when you called for transport and how the patient traveled, who you handed over to and when, the receiving site, and what went with the patient, such as ECGs and results. Record their condition and vital signs when they left. If they declined an ambulance, record the risks you explained and what they agreed to.

Which decision rules are used most in urgent care?

The Ottawa ankle and knee rules for X-rays after injury, the Centor or McIsaac score for sore throat, NEXUS for neck injury, PECARN for head injury in children, and Wells and PERC for a suspected clot in the lungs. Name the rule, the findings, and the result, and note when a rule can’t settle the question, as with PERC in a patient aged 50 or over.

Is this urgent care note template free?

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

More urgent care templates, and guides.

Vero for urgent care

Walk-in visit notes, drafted from the visit for your review.

Learn more about Vero for urgent care

Vero for emergency medicine

Notes for the emergency department, where your transfers arrive.

Learn more about Vero for emergency medicine

Doctor’s note template

The work or school note: dates off, return date, and limits.

Learn more about Doctor’s note template

Your template. Filled in from the visit.

Vero writes your notes and letters in the templates you choose, so you review instead of type.

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