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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.