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3.5. Effective note-taking (Writing)

Learning Objectives

By the end of this lesson, students will be able to:

  • Understand the importance of effective note-taking in healthcare settings.
  • Identify and apply different note-taking methods to capture key information.
  • Practice note-taking skills during simulated patient consultations and training sessions.
  • Reflect on how note-taking can enhance communication and performance as CMAs.

Part 1: Warm-Up

Why is Note-Taking Important?

  • Write down why you think note-taking is important for CMAs.
  • Share your thoughts with the class. Write down one reason shared by a classmate:

Key points to remember about note-taking in healthcare:

  • Improves retention of important information.
  • Captures critical details for future reference.
  • Aids communication with team members and ensures continuity of care.

 

Part 2: Note-Taking Methods

Cornell Method: Divide your page into three sections: a narrow left column for keywords or questions, a wider right column for notes, and a bottom section for a summary.
Advantages: Helps organize information and makes reviewing easier.
Best for: Patient consultations or lectures.

Outline Method: Use bullet points or numbers to create a structured hierarchy of main ideas and supporting details.
Advantages: Easy to follow and great for organizing complex information.
Best for: Training sessions or presentations.

Mapping Method: Create a visual diagram with the main idea in the center and related ideas branching out.
Advantages: Helps visualize relationships between concepts.
Best for: Brainstorming or understanding processes.

 

Choose Your Method

  • Review the three note-taking methods above.
    • Write down which method you think would work best for you and why:

Part 3: Listening for key information

Watch the simulated patient consultation video:

While watching, take notes using one of the methods discussed earlier. Focus on capturing the following details:

  • Patient’s name and age
  • Chief complaint
  • Relevant medical history
  • Recommended actions or follow-up steps

After the video, pair up with a classmate to compare your notes.

Discuss:

  • What details did you capture?
  • Were there any differences in your approaches?
  • Write down one thing you learned from your partner’s notes:
    Your Answer: ____________________________________________

 

Part 4: Taking notes from Lecture

Taking Notes During a Training Session
Your instructor will deliver a short presentation on a healthcare topic (e.g., how to use a blood pressure monitor).
Take structured notes using one of the methods discussed earlier. Focus on:

  • Main ideas
  • Supporting details
  • New vocabulary

After the session, review your notes and highlight the most important points.
Share your notes with a partner or small group. Discuss:

  • What method you used and why.
  • How effective your notes were in capturing the key information.

Reflection and Wrap-Up

  • What note-taking method did you find most helpful? Why?
  • How do you plan to apply these note-taking skills in your clinical practice or future training?

 

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Basic Skills for Clinical Medical Assistant Copyright © 2025 by Montgomery College is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License, except where otherwise noted.