Review of Systems Template with Examples

Review of Systems Template

This review of systems template is designed to help you perform a thorough check by guiding you through a series of symptom-specific questions across all the major organ systems. When used with Heidi, this template for review of systems (ROS) enables you to harness the benefits of AI to streamline your clinical documentation by:

• Helping you reduce manual charting by automatically generating structured ROS notes based on your patient interactions, covering systems like cardiovascular, gastrointestinal, musculoskeletal, etc.
• Customizing the depth of review depending on the context, whether you’re screening a new patient with multiple comorbidities or performing focused assessments for follow-up visits, among others.
• Integrating seamlessly into Electronic Health Records (EHRs) and ensuring your documentation meets compliance standards for evaluation and management coding.

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What is a Review of Systems Template?

A review of systems (ROS) template is a standardized series of questions grouped by organ systems, designed to aid clinicians in identifying a patient’s past or current symptoms and potentially reveal underlying medical issues. 

In both the United States and Canada, the term ‘review of systems template’ is commonly used, especially in hospitals and academic settings. In contrast, in countries such as the United Kingdom, Australia, and New Zealand, it is referred to as a template for ‘systems enquiry’ or ‘systems review’. While the naming may differ across regions, the purpose remains the same.

In this article, we’ll cover the rationales of using a review of systems template, types/levels of ROS documentation, core components of a ROS template, and what the industry says about ROS today. Lastly, get to use ready-made review of systems templates which you can customize to fit your practice.

Review of Systems vs Physical Exam: What’s the Difference?

Many clinicians, residents, and medical students may sometimes confuse ROS with physical exam. Here’s a quick summary of their distinction:

ROS is based on patient-reported symptoms captured during the patient’s history portion of the visit and aims to uncover red flags, whether related to the primary complaint or not.

For example, a patient comes in complaining about fatigue, but then later on also reports about night sweats and weight loss through the ROS, prompting further examination. 

On the other hand, the physical examination, unlike ROS, is based on clinician-observed findings. This includes techniques like inspection, palpation, percussion, and auscultation.

For instance, if a patient reports chest pain in the ROS, the clinician might follow up with a physical exam involving heart and lung auscultation to detect murmurs or abnormal breath sounds.

What Clinicians Say About the Review of Systems Today 

Recent updates to medical documentation guidelines have shifted how clinicians think about the review of systems.

As of January 2021, the American Medical Association (AMA) and Centers for Medicare and Medicaid Services (CMS) updated Evaluation and Management (E/M) coding rules to remove the requirement for a comprehensive ROS, instead allowing documentation of only a "medically appropriate history and/or examination."

This major development sparked divided opinions among clinicians — some see the ROS as an outdated formality, while others argue it's still a critical part of thorough patient assessment.

Despite the change, the clinical value of a complete ROS remains immensely significant. A study found that 11.36% of new problems were identified solely through the ROS, highlighting its importance in uncovering diagnoses that might otherwise be missed.

Beyond capturing overlooked symptoms, a thorough ROS helps clinicians, support more accurate diagnoses and deliver more holistic care. Even in a less rigid documentation environment, the ROS continues to be a meaningful tool for patient-centered, high-quality clinical practice.

Whether you decide to keep the ROS as a core part of your workflow or scale it back, the key is to use it intentionally and in a way that supports your clinical judgment and most importantly, your patients. Heidi, an AI-powered medical scribe powered by ambient listening technology, has been recommended by clinicians as a tool that reinforces just how impactful that intentionality can be.

For instance, Dr. Shelagh Fraser, Director of Medical Excellence and Innovation at Priority Physicians, a premier provider of primary care in Indiana, shared:

“Previously, I would spend 2–2.5 hours writing notes for a full day of seeing patients. Now with Heidi, I’ve got that down to around 40 minutes. Further, she added, “It’s not even just the time. Heidi has removed the psychological burden of having to always write notes.”

Main Reasons To Leverage a Good Review of Systems Template

Using a template for review of systems has evolved to be common practice among clinicians across specialties. It’s more than just convenience—it provides structure, accuracy, and efficiency in delivering high-quality care. If you haven’t tried using a review of systems template yet, here are the top reasons why it can make a meaningful difference for your workflow:

1. Ensures consistency and completeness

When you’re going through the day patient after patient, it’s easy to overlook a detail - which is exactly the heart of why we do ROS. An ROS template helps standardize the process, helping reduce the chance of omitting critical systems and that you’re asking the right questions every time.

2. Lightens your cognitive load

Instead of running through each organ system in your head every single time, you have a built-in guide with the review of systems template. It helps minimize the usual decision fatigue experienced by many clinicians and speeds up charting, especially on packed days. 

3. Supports billing and compliance

A properly structured review of systems template aligns with documentation requirements for the different levels of service under Evaluation and Management (E/M) coding, which will be covered later in this article (or make it a hyperlink that leads to that section). This ensures accurate billing and helps avoid compliance issues during audits.

4. Helps you catch things that might be otherwise missed 

By surfacing symptoms patients may not think to mention, an ROS template can prompt earlier recognition of related or hidden conditions, enabling more informed and timely clinical decisions.

5. Customizable for practice-specific needs

Whether you’re in pediatrics, psychiatry, cardiology, or urgent care, you can customize the review of systems template to focus on the most relevant systems to your population. 

Sample Review of Systems Template PDF

3 Types of Review of Systems with Examples

Under the CMS E/M coding guidelines, three recognized levels of ROS documentation dictate how many organ systems are reviewed and documented during a patient encounter. The level appropriate for the patient also guides the answer to the question “what should be included in a ROS template?”.

Below are the guidance for each ROS type: 

1. Problem Pertinent ROS

A problem pertinent ROS focuses on just the organ system related to the chief complaint. 

Example: 

CC: Cough. ROS: Reports dry cough for 3 days. Denies shortness of breath or chest pain.

In this example, only the respiratory system is reviewed.

2. Extended ROS

‍An extended ROS inquires about the system related to the presenting issue and a limited number (2 to 9) of additional systems.

In this ROS, it is inappropriate to document body systems that are not relevant to the chief complaint. It would be considered overdocumentation—unless the patient brings up additional symptoms that trigger a broader review.

Example: 

CC: Routine follow-up for hypertension.

ROS: Denies chest pain, palpitations, or dizziness. Reports mild morning headaches. No shortness of breath or leg swelling.

In this case, the cardiovascular, neurological, and respiratory systems are reviewed, making it an extended ROS since more than one, but fewer than ten systems are addressed, and all are relevant to the chief complaint.

3. Complete ROS

A complete ROS involves at least 10 body systems, regardless of whether symptoms are reported in each. Typically used with a full review of systems template, this method is commonly used during comprehensive exams.

It requires individual documentation for systems with findings and allows a general statement for the rest, provided 10 or more systems are addressed.

Example:

CC: New patient visit for general health assessment.

ROS:

• Constitutional: Denies fever, chills, or recent weight changes.
• Eyes: No vision changes or eye pain.
• ENT: Occasional seasonal allergies, no sore throat or hearing loss.
• Cardiovascular: Denies chest pain, palpitations, or edema.
• Respiratory: No cough, wheezing, or shortness of breath.
• Gastrointestinal: Appetite normal, denies nausea, vomiting, or bowel changes.
• Genitourinary: Denies urgency, frequency, or dysuria.
• Musculoskeletal: Reports mild knee stiffness in the morning.
• Neurological: No dizziness, headaches, or numbness.
• Psychiatric: Reports feeling anxious occasionally, denies depression.
• Endocrine: No heat or cold intolerance.
• Integumentary: No rashes or lesions.

In this example, more than 10 systems are addressed, qualifying it as a Complete ROS.

Documenting ROS is clinically valuable and essential for comprehensive care, and while templates already help streamline the process, there's even greater potential with the power of AI. Heidi not only enhances efficiency but also allows clinicians to fully customize their review of systems templates to match the unique needs of their practice, making accurate, tailored documentation faster and easier than ever.

Easily Conduct Reviews of Systems that Fit your Practice using Heidi

Here’s how Heidi can streamline and enhance your review of systems workflow in three simple steps:

• Transcribe - As you speak with your patient, Heidi listens and captures symptom-related discussions in real-time across multiple body systems. Whether you’re screening for chest tightness in a high-risk cardiovascular patient or tracking mood changes in a follow-up psychiatric consult, Heidi ensures nothing is missed or forgotten.
• Transform - Heidi intelligently organizes the captured information into the  ROS format you’ve chosen, automatically mapping patient-reported symptoms to the appropriate system.
• Customize - Tailor your ROS template to fit your specialty or patient population with just a few clicks. Whether you need a focused 10-point ROS for urgent care visits or a full 14-system review for annual exams, Heidi lets you adjust fields and refine wording so your documentation always matches your preference.

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Customizable Review of Systems Templates

14-Point Review of Systems Template

This comprehensive template guides clinicians through all 14 CMS-recognized body systems for thorough symptom documentation, making it ideal for complex or full-scope evaluations. Integrated with Heidi’s AI scribe, it ensures accurate, compliant records with less manual effort.

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10-Point Review of Systems Template

Designed for more focused encounters, this template captures symptoms across 10 essential body systems, helping clinicians stay efficient during routine or urgent care visits. Heidi’s AI helps streamline the process while keeping documentation structured and compliant.

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Psychiatric Review of Systems Template

The psychiatric review of systems template is tailored  for mental health professionals,covering key psychiatric domains like mood, sleep, psychosis, cognition, appetite, and behavior to support accurate assessments. Paired with Heidi’s AI, it helps providers document patterns aligned with DSM-V in a clear, structured way.

View template

FAQs about Review of Systems Templates

How long should a comprehensive review of systems take?

A comprehensive review of systems typically takes 5–10 minutes, depending on the patient's complexity and the clinician's experience. It may take longer if multiple symptoms need further exploration.

What is the basic review of systems template? 

The basic review of systems template is a structured checklist of symptom-related questions grouped by 14 body systems, such as cardiovascular, respiratory, gastrointestinal, and neurological, among others. It helps clinicians screen for underlying issues that may not be captured in the chief complaint or history of present illness (HPI).

Can a review of systems template be customized for different specialties?

Yes, a review of systems template can and should be customized for different specialties. For example, a cardiologist might emphasize cardiovascular and respiratory systems, while a psychiatrist would focus more on psychiatric and neurological symptoms to streamline relevant data collection.