> ## Documentation Index
> Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Visit Note Formats

> Which bullet categories each visit note format accepts, whether a category may repeat, and whether it may hold child bullets.

A visit note's `template` field selects its format, and the format determines the shape of the note's `bullets`. Each format accepts a fixed set of bullet categories. Within a format, a category either holds a single bullet or may repeat, and either accepts child bullets or does not. A child bullet carries the same category as its parent, and nesting stops there: a child bullet holds no children of its own.

A bullet payload valid for one format can be rejected for another. Build bullets against the format you are writing rather than reusing one shape across formats. See [The Visit Note Object](/articles/rest/patient-document-api/visit-notes/the-visit-note-object) for the rest of the object's behavior.

The category names below are the values of a bullet's `category` field. The format names are the values of `template`.

<Note>
  **CCDA/CCD export:** only formats with an `Assessplan` category (**Complete H\&P (1 col)**, **Complete H\&P (2 col A/P)**, and **Pre-Op**) produce a CCDA where a diagnosis (Assessment) is structurally linked to its plan items (Plan of Treatment). For the other formats, diagnoses and plan content are both included in the exported document, but without a link between a specific diagnosis and its plan. See [Retrieve CCDA](/articles/rest/patient-document-api/ccda/retrieve-ccda).
</Note>

## Categories by format

### Simple

| Bullet category | Repeatable | Accepts child bullets |
| :- | :- | :- |
| Followup | No | No |
| Instr | Yes | Yes |
| Narrative | No | No |
| Orders | Yes | No |
| Procedure | Yes | No |
| Reason | No | No |
| Referenced | Yes | No |

### SOAP

| Bullet category | Repeatable | Accepts child bullets |
| :- | :- | :- |
| Assessment | No | No |
| Followup | No | No |
| Instr | Yes | Yes |
| Objective | No | No |
| Orders | Yes | No |
| PE | Yes | No |
| Plan | No | No |
| Problem | No | No |
| Procedure | Yes | No |
| ROS | Yes | No |
| Reason | No | No |
| Referenced | Yes | No |

### Complete H\&P (1 col)

| Bullet category | Repeatable | Accepts child bullets |
| :- | :- | :- |
| Allergies | Yes | Yes |
| Assessplan | Yes | Yes |
| Data | Yes | No |
| Family | No | No |
| Followup | No | No |
| Habits | No | No |
| Hpi | No | No |
| Instr | Yes | Yes |
| Med | Yes | Yes |
| Orders | Yes | No |
| PE | Yes | No |
| Past | Yes | Yes |
| Procedure | Yes | No |
| ROS | Yes | No |
| Reason | No | No |
| Referenced | Yes | No |
| Social | No | No |
| Surgical | Yes | Yes |

### Complete H\&P (2 col)

| Bullet category | Repeatable | Accepts child bullets |
| :- | :- | :- |
| Allergies | Yes | No |
| Assessment | Yes | Yes |
| Data | Yes | No |
| Family | Yes | No |
| Followup | No | No |
| Habits | Yes | No |
| Instr | Yes | Yes |
| Med | Yes | No |
| PE | Yes | No |
| Past | Yes | No |
| Problem | Yes | Yes |
| Procedure | Yes | No |
| ROS | Yes | No |
| Reason | No | No |
| Social | Yes | No |
| Surgical | Yes | No |
| Test | Yes | No |
| Tx | Yes | No |

### Complete H\&P (2 col A/P)

| Bullet category | Repeatable | Accepts child bullets |
| :- | :- | :- |
| Allergies | Yes | No |
| Assessplan | Yes | Yes |
| Data | Yes | No |
| Family | Yes | No |
| Followup | No | No |
| Habits | Yes | No |
| Instr | Yes | Yes |
| Med | Yes | No |
| Orders | Yes | No |
| PE | Yes | No |
| Past | Yes | No |
| Problem | Yes | Yes |
| Procedure | Yes | No |
| ROS | Yes | No |
| Reason | No | No |
| Social | Yes | No |
| Surgical | Yes | No |

### Pre-Op

| Bullet category | Repeatable | Accepts child bullets |
| :- | :- | :- |
| Allergies | Yes | Yes |
| Assessplan | Yes | Yes |
| Attending | No | No |
| Consultant | No | No |
| Data | Yes | No |
| Dateprocedure | No | No |
| Family | No | No |
| Followup | No | No |
| Habits | No | No |
| Hpi | No | No |
| Instr | Yes | Yes |
| Med | Yes | Yes |
| Orders | Yes | No |
| PE | Yes | No |
| Past | Yes | Yes |
| Procedure | Yes | No |
| ROS | Yes | No |
| Reason | No | No |
| Referenced | Yes | No |
| Social | No | No |
| Surgical | Yes | Yes |