Case Note Generator

Visit Basics

Date

Time

Duration (mins)

Client Name

Client ID / MRN

DOB (optional)

Case Manager

Client City/ZIP (opt.)

Modality

Reason for Contact

Primary Concerns (brief)

Medication Adherence

Adherence (self-report)

Missed doses (last 7 days)

Pill refills

Barriers (select all that apply) Side effects / notes (brief)

Appointments

Last appointment attended?

If missed, reason

Next appt date

Next appt time

Provider type

Transportation arranged?

Labs

Ordered / reviewed today Key lab notes (brief)

SDOH & Safety

Social needs (select as applicable)

PHQ-9 (opt.)

GAD-7 (opt.)

Risk Level

SI/HI (client safety)

Safety actions (if any)

Referrals

Type

Louisiana Quick Resources

Checked items will appear below and in the email.

Additional Resources

Name

URL

Phone (opt.)

Description (opt., brief)

You can add as many as needed.

Benefits (this visit)

Plan & Education

Interventions today (select) Client education provided (brief)

Next check-in date

Preferred contact

ROI/Consent on file?

Confidential/clinician notes (optional, excluded from summary if needed)

Include confidential notes in generated summary

Output Settings

Format

Word limit

Tone

0 words

Email Preview (client-facing)

Privacy & Use

Runs in your browser only. Follow your agency policies (HIPAA/42 CFR Part 2). Review for accuracy before saving to the EHR or sending email.

Medical Case Note Generator — LA Ready