{"id":1646,"date":"2026-07-11T03:20:11","date_gmt":"2026-07-11T03:20:11","guid":{"rendered":"https:\/\/itaca.ai\/?page_id=1646"},"modified":"2026-07-11T03:20:12","modified_gmt":"2026-07-11T03:20:12","slug":"first-consultation","status":"publish","type":"page","link":"https:\/\/itaca.ai\/en\/notas-clinicas-ia\/plantillas\/primera-consulta\/","title":{"rendered":"First Consultation Note: Template and Clinical Example"},"content":{"rendered":"<div class=\"wp-block-group alignfull is-layout-constrained wp-container-core-group-is-layout-3736cbc1 wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:50%\">\n<p class=\"has-primary-color has-text-color has-small-font-size wp-block-paragraph\">FIRST CONSULTATION<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">I arrived at an initial consultation with the organized context.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The first visit gathers information that guides subsequent decisions. A clear note should connect the reason for consultation, relevant history, initial assessment, and a plan that the patient and team can follow.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-button-hover-secondary-bgcolor\"><a class=\"wp-block-button__link has-foregound-alt-color has-heading-color-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/app.itaca.pro\/sign_up?locale=en\">Create my first note<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:50%\">\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"1024\" height=\"640\" loading=\"lazy\" src=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/itaca-clinic-workflow-illustration.png?resize=1024%2C640&#038;ssl=1\" alt=\"Clinical team working with connected documentation in Itaca\" class=\"wp-image-1485\" srcset=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/itaca-clinic-workflow-illustration.png?resize=1024%2C640&amp;ssl=1 1024w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/itaca-clinic-workflow-illustration.png?resize=300%2C188&amp;ssl=1 300w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/itaca-clinic-workflow-illustration.png?resize=768%2C480&amp;ssl=1 768w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/itaca-clinic-workflow-illustration.png?resize=1536%2C961&amp;ssl=1 1536w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/itaca-clinic-workflow-illustration.png?resize=18%2C12&amp;ssl=1 18w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/itaca-clinic-workflow-illustration.png?w=1586&amp;ssl=1 1586w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull is-layout-constrained wp-container-core-group-is-layout-3736cbc1 wp-block-group-is-layout-constrained\">\n<p class=\"has-text-align-center has-primary-color has-text-color has-small-font-size wp-block-paragraph\">CLINICAL STRUCTURE<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">What should a first consultation note address<\/h2>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">The goal is not to copy the entire file. It is to record what allows understanding the starting point and following the clinical evolution.<\/p>\n\n\n\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33%\">\n<div class=\"wp-block-group has-background is-layout-constrained wp-container-core-group-is-layout-89c9e45c wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#ffefc7;padding-top:40px;padding-right:40px;padding-bottom:40px;padding-left:40px\">\n<figure class=\"wp-block-image size-full is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"100\" height=\"100\" loading=\"lazy\" src=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/medical-doctor-1.png?resize=100%2C100&#038;ssl=1\" alt=\"Reason and background\" class=\"wp-image-2939\" style=\"width:64px\" srcset=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/medical-doctor-1.png?w=100&amp;ssl=1 100w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/medical-doctor-1.png?resize=12%2C12&amp;ssl=1 12w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Reason and background<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Reason for consultation, current history, allergies, medications, personal and family history that change the assessment.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33%\">\n<div class=\"wp-block-group has-background is-layout-constrained wp-container-core-group-is-layout-89c9e45c wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#c7f8ff;padding-top:40px;padding-right:40px;padding-bottom:40px;padding-left:40px\">\n<figure class=\"wp-block-image size-full is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"100\" height=\"100\" loading=\"lazy\" src=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/document.png?resize=100%2C100&#038;ssl=1\" alt=\"Initial assessment\" class=\"wp-image-2937\" style=\"width:64px\" srcset=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/document.png?w=100&amp;ssl=1 100w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/document.png?resize=12%2C12&amp;ssl=1 12w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Initial assessment<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Vital signs, examination, risk factors, available studies, and findings requiring attention.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33%\">\n<div class=\"wp-block-group has-background is-layout-constrained wp-container-core-group-is-layout-89c9e45c wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#dfd3ff;padding-top:40px;padding-right:40px;padding-bottom:40px;padding-left:40px\">\n<figure class=\"wp-block-image size-full is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"100\" height=\"100\" loading=\"lazy\" src=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/stethoscope.png?resize=100%2C100&#038;ssl=1\" alt=\"Basic plan\" class=\"wp-image-2943\" style=\"width:64px\" srcset=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/stethoscope.png?w=100&amp;ssl=1 100w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/stethoscope.png?resize=12%2C12&amp;ssl=1 12w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Basic plan<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Clinical impression, studies or references, indications, education, and follow-up date or criteria.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull is-layout-constrained wp-container-core-group-is-layout-3736cbc1 wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:52%\">\n<div class=\"wp-block-group has-background is-layout-constrained wp-container-core-group-is-layout-89c9e45c wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#ffffff;padding-top:40px;padding-right:40px;padding-bottom:40px;padding-left:40px\">\n<figure class=\"wp-block-image size-full is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"100\" height=\"100\" loading=\"lazy\" src=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/clipboard.png?resize=100%2C100&#038;ssl=1\" alt=\"Illustrative Example of a First Consultation Note\" class=\"wp-image-2929\" style=\"width:64px\" srcset=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/clipboard.png?w=100&amp;ssl=1 100w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/clipboard.png?resize=12%2C12&amp;ssl=1 12w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">First consultation note<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Context<\/strong> Reason for consultation, pertinent history, and current treatments.<\/li>\n\n\n\n<li><strong>Assessment<\/strong> Current history, findings, risks, and available studies.<\/li>\n\n\n\n<li><strong>Plan<\/strong> priorities of care, agreed-upon indications, and next steps.<\/li>\n\n\n\n<li><strong>Follow-up<\/strong> What should be monitored before the next visit.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:48%\">\n<figure class=\"wp-block-image size-full is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"100\" height=\"100\" loading=\"lazy\" src=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/document.webp?resize=100%2C100&#038;ssl=1\" alt=\"Illustrative clinical document\" class=\"wp-image-2936\" style=\"width:64px\" srcset=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/document.webp?w=100&amp;ssl=1 100w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/07\/document.webp?resize=12%2C12&amp;ssl=1 12w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Make the starting point clear<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This sample summarizes the type of information a first-consult note can make available after care. It does not substitute professional judgment or reproduce the internal configuration of the product.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before saving or signing, the professional reviews the draft to ensure it corresponds to the actual care provided, corrects omissions, and decides what information should remain in the final note.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group alignfull is-layout-constrained wp-container-core-group-is-layout-3736cbc1 wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:50%\">\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"1448\" height=\"1086\" loading=\"lazy\" src=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/06\/Generated-image-2.png?resize=1448%2C1086&#038;ssl=1\" alt=\"Professional attends while Ithaca organizes clinical documentation\" class=\"wp-image-1411\" srcset=\"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/06\/Generated-image-2.png?w=1448&amp;ssl=1 1448w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/06\/Generated-image-2.png?resize=300%2C225&amp;ssl=1 300w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/06\/Generated-image-2.png?resize=1024%2C768&amp;ssl=1 1024w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/06\/Generated-image-2.png?resize=768%2C576&amp;ssl=1 768w, https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/06\/Generated-image-2.png?resize=16%2C12&amp;ssl=1 16w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:50%\">\n<p class=\"has-primary-color has-text-color has-small-font-size wp-block-paragraph\">CLINICAL DOCUMENTATION WITH AI<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Less time ordering data after the first visit<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Itaca helps transform available context into a revisable first-draft consultation. The professional retains the assessment, clinical decision-making, and approval of the final note.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Less time transcribing after each visit.<\/li>\n\n\n\n<li>Ordered information for making the following decision.<\/li>\n\n\n\n<li>Professional review before saving or signing.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Learn how it works <a href=\"https:\/\/itaca.ai\/en\/clinical-notes-ai\/\">Clinical documentation with AI<\/a> In Ithaca.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-button-hover-secondary-bgcolor\"><a class=\"wp-block-button__link has-foregound-alt-color has-heading-color-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/app.itaca.pro\/sign_up?locale=en\">Try Ithaca<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group alignfull is-layout-constrained wp-container-core-group-is-layout-3736cbc1 wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:62%\">\n<p class=\"has-primary-color has-text-color has-small-font-size wp-block-paragraph\">FOR CLINICS AND MEDICAL EQUIPMENT<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Maintain the first-consult note format your team is already familiar with<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If your clinic already uses its own format, you can upload an example. Itaca converts it into a reusable template for future care, without asking the team to write prompts or abandon the order they already recognize.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Administrators retain visibility into usage and access, while each professional reviews and approves their own documentation. Learn about the <a href=\"https:\/\/itaca.ai\/en\/software-for-clinics\/\">Clinic software<\/a> from Ithaca.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-button-hover-secondary-bgcolor\"><a class=\"wp-block-button__link has-foregound-alt-color has-heading-color-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/calendly.com\/itaca-ai\/clinical-conversation\">See how it would work in my clinic<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group alignfull is-layout-constrained wp-container-core-group-is-layout-0c34ba55 wp-block-group-is-layout-constrained\">\n<p class=\"has-text-align-center has-primary-color has-text-color has-small-font-size wp-block-paragraph\">FREQUENTLY ASKED QUESTIONS<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">Questions about first consultation note<\/h2>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>What should a first medical consultation include?<\/summary>\n<p class=\"wp-block-paragraph\">It should include the reason for consultation, relevant history, current history, assessment, findings, and an initial plan. The level of detail depends on the specialty and the care provided.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Is the grade saved automatically as final?<\/summary>\n<p class=\"wp-block-paragraph\">No. Itaca prepares a revisable draft. The professional confirms the content, corrects what is necessary, and decides when to save or sign the final note.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Can I use the format my clinic already uses?<\/summary>\n<p class=\"wp-block-paragraph\">Yes. You can upload an example of your current format, and Itaca will convert it into a reusable template for future patient visits.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Does Itaca use clinical data to train models?<\/summary>\n<p class=\"wp-block-paragraph\">No. Clinical data belongs to the user and their organization; it is not used to train models or sold to third parties.<\/p>\n<\/details>\n<\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group has-background is-layout-constrained wp-container-core-group-is-layout-89c9e45c wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#ffefc7;padding-top:40px;padding-right:40px;padding-bottom:40px;padding-left:40px\">\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:65%\">\n<h2 class=\"wp-block-heading\">Convert each attendance into a first consultation note ready for review<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Start with the workflow you already use and let Ithaca organize the draft. You have the final say on what is kept, communicated, or signed.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:35%\">\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-button-hover-secondary-bgcolor\"><a class=\"wp-block-button__link has-foregound-alt-color has-heading-color-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/app.itaca.pro\/sign_up?locale=en\">Start with Ithaca<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Aprenda qu\u00e9 debe incluir una nota de primera consulta: motivo, antecedentes, evaluaci\u00f3n inicial y plan. Vea un ejemplo cl\u00ednico resumido.<\/p>","protected":false},"author":3,"featured_media":0,"parent":1644,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"nf_dc_page":"","slim_seo":{"title":"First Consultation Note: Format and Example | Itaca","description":"Learn what to include in a first visit note: reason, history, initial assessment, and plan. Demonstrative clinical example."},"_joinchat":[],"footnotes":""},"class_list":["post-1646","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/pages\/1646","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/comments?post=1646"}],"version-history":[{"count":20,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/pages\/1646\/revisions"}],"predecessor-version":[{"id":3094,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/pages\/1646\/revisions\/3094"}],"up":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/pages\/1644"}],"wp:attachment":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/media?parent=1646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}