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TRANSCRIPT
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Clinical History
Dr. Rodney Martnez
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Standard (American version)
Name: Address: Phone Number: Marital Status: Age: Gender: Chief complaint
History of present illness;
Health issues: Past medical history: Social history Family history: Review of systems (physical examination)
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Standard (British version)
Presenting complaint (PC)
History of presenting complaint (HPC)
Systematic enquiry (SE)
Past medical history (PMH)
Allergies
Drug history (DHx)
Alcohol
Smoking Family history (FHx)
Social history (SHx)
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Presenting complaint (PC)
or
Chief complain (CC)
This is the patient's chief symptom(s) in theirown words and should be no more than a
single sentence.
The motive of consultation usually
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History of the presenting complaint
(HPC)
orHistory of the present illness (HPI)
Here, you ask about and document the details of
the presenting complaint. By the end of this, you should have a clear idea
about the nature of the problem along withexactly how and when it started, how theproblem has progressed over time, and whatimpact it has had on the patient in terms of theirgeneral physical health, psychology, social, andworking lives.
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For each symptom, determine:
The exact nature of thesymptom.
The onset: The date it began.
How it began (e.g. suddenly,gradually over how long?)
If longstanding, why is thepatient seeking help now?
Periodicity and frequency:
Is the symptom constant orintermittent?
How long does it last eachtime?
What is the exact manner inwhich it comes and goes?
Change over time: Is it improving or
deteriorating?
Exacerbating factors: What makes the symptom
worse?
Relieving factors:
What makes the symptombetter?
Associated symptoms.
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For pain, determine:
Site (where is the pain worst ask the patient to point to the sitewith one finger).
Radiation (does the pain move anywhere else?).
Character (i.e. dull, aching, stabbing, burning etc.).
Severity (scored out of 10, with 10 as the worst pain imaginable).
Mode and rate of onset (how did it come on over how long?).
Duration.
Frequency.
Exacerbating factors.
Relieving factors. Associated symptoms (e.g. nausea, dyspepsia, shortness of breath).
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Systematic enquiry (SE)
After talking about the presenting complaint,
you should perform a brief screen of the other
bodily systems.
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Generalsymptoms
Changein the
apetite
Weightchange
LethargyFever
Malaise
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Respiratorysymptoms
Sputum
Haemoptisis
Shortness ofbreath
Cough
Wheeze
Chest pain
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Cardiovascularsymptoms
Shortness ofbreath onexertion
Claudication
orthopnoea
ankleswelling
Palpitations
paroxysmalnocturnaldyspnoea
Chest pain
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Genito-
urinarysymptoms
polyuria
Urinary
frequency
nocturia
haematuria
dysuria
impotence
menstrual
problems
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Neurological symptoms
Headaches weakness tingling dizziness faints Tremor Black outs
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Aches Pains
Stiffness Swelling
Locomotorsymptoms
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Skinsymptoms
Lumps
Bumps
UlcersRashes
Itch
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Past medical history (PMH)
Here, you should obtain detailed information
about past illness and surgical procedures.
For each condition, ask:
When was it diagnosed?
How was it diagnosed?
How has it been treated?
For operations, ask about any previous
anaesthetic problems
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Past medical history ask specifically
about:
Diabetes.
Rheumatic fever.
Jaundice.
Hypercholesterolaemia.
Hypertension.
Angina.
Myocardial infarction.
Stroke or TIA.
Asthma.
TB.
Epilepsy.
Anaesthetic problems.
Blood transfusions.
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Allergies
This should be documented separately from
the drug history due to its importance
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Drug history (DHx)
Here, you should list all the medication the
patient is taking, including the dose and
frequency of each prescription.
You should make a special note of any drugs
that have been started or stopped recently
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Alcohol
You should attempt to quantify, as accurately
as you can, the amount of alcohol consumed
per week and also establish if the
consumption is spread evenly over the weekor concentrated into a smaller period
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Smoking
Attempt to quantify the habit in pack-years. 1
pack-year is 20 cigarettes per day for one year.
(e.g. 40/day for 1 year = 2 pack-years; 10/day
for 2 years = 1 pack-year
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Family history (FHx)
The FHx details:
The make up of the current family, including
the age and gender of parents, siblings,
children, and extended family as relevant.
The health of the family.
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Social history (SHx)
This is your chance to document the details of
the patient's personal life which are relevant
to the working diagnosis, the patient's general
well-being and recovery/convalescence.
It will help to understand the impact of the
illness on the patient's functional status
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Establish
Marital status.
Sexual orientation.
Occupation (or previous occupations ifretired). You should establish the exact nature of
the job if it is uncleardoes it involvesitting at a desk, carrying heavy loads,travelling?
Other people who live at the sameaddress.
The type of accommodation (e.g.house, flat and on what floor).
Does the patient own their
accommodation or rent it? Are there any stairs? How many?
Does the patient have any aids oradaptations in their house? (e.g. railsnear the bath, stairlift etc).
Does the patient use any walking aids(e.g. stick, frame scooter)?
Does the patient receive any help day-to-day? Who from? (e.g. family, friends, social
services.)
Who does the laundry, cleaning, cooking,
and shopping?
Does the patient have relatives livingnearby?
What hobbies does the patient have?
Does the patient own any pets?
Has the patient been abroad recently
or spent any time abroad in the past? Does the patient drive?
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Key points
Learn to listen:it can be tempting to ask lots
of questions to obtain every fact in the history,
particularly if you are rushed.
It often saves you time, as other key
information may emerge straight away, and
you can better focus the history
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Key points
Problem lists: patients with chronic illness or
multiple diagnoses may have more than one
strand to their acute presentation.
Consider breaking the history of the
presenting complaint down into a problem list
e.g. (1) worsening heart failure; (2) continence
problems; (3) diarrhoea; (4) falls.
This can often reveal key interactions
between diagnoses you might not have
thought about.
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Key points
Drug history: remember polypharmacy and thatpatients may not remember all the treatments theytake.
Be aware that more drugs mean more side effects and
less concordance so ask which are taken andwhy(older) people are often quite honest about whythey omit tablets.
Eye drops, sleeping pills, and laxatives are often
regarded as non-medicines by patients, so be thoroughand ask separately and avoid precipitating delirium dueto acute withdrawal of benzodiazepines.
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Key points
Social history: is exactly that, and should complement thefunctional history.
Occupation (other than retired can be of value when facedwith a new diagnosis of pulmonary fibrosis or bladdercancer and may give your patient a chance to sketch outmore about their lives.
Enquire about family don't assume that a relative may beable to undertake more help, as they may live far away; thepatient may still have a spouse but be separated.
Chat with patients about their daily lives understandinginterests and pursuits can help distract an unwell patient,give hope for the future, and act as a spur for recovery andmeaningful rehabilitation.