History Taking
Frameworks for consultation
4 tasks for consultation:
Management of presenting problems
Modification of help-seeking behaviour (did they come too soon/too late)
Management of continuing problems
Opportunistic health promotion
Objective: integration of:
Doctor‟s agenda: Correct diagnosis, preventative health care
Patient‟s agenda: expectations, feelings, fears, understanding of illness experience
Silverman and Kurtz: - five phases of the consultation:
Initiating the session: introduce yourself, why are you here, how can I help (not how are you)
Gathering information: start with open questions, physical exam
Building the relationship
Explanation and planning: what you‟ll do, what you want the patient to do. Involve patient in
planning. Give them as many choices as possible
Closing the session: any more questions, check understanding, follow up, emergencies, etc
Double Diamond model:
First phase: patient presents problems, doctor hones down
Second phase: diagnosis reached, expansive phase of explanation, management options, then
brought to closure
FIFE: Feelings, Ideas, Function/Dysfunction, Expectations
Remember: listen, reassure
History Taking
Always ask why they‟ve come: and why that is a concern to them (what are they scared of?)
Key skills:
Establishing rapport
Asking questions in a logical order
Observing non-verbal queues
Proper interpretation
Record positive & negative findings. Always amplify positive findings:
Time course
How quickly did it come on (what were you doing then), pattern since then
Site and radiation
Character
Severity
Aggravating or relieving factors
Associated symptoms
Previous occurrences
For each potential cause of a symptom think of:
Detail of the symptom
Other symptoms you would expect if that cause
Ask about risk factors of that cause
See also Talking with Children, page 567 and Talking with Adolescents, page 665
History Outline
History:
Identifying data
Presenting complaint (or complaints) eg Cough with green sputum 2 days, Dizziness 4 weeks
History of presenting complaint
Drug and medication use, including allergies, OTC drugs, herbal/alternative medicines
Past medical and surgical history (including hospital admissions)
Screen for hypertension, heart disease, asthma, diabetes, epilepsy, rheumatic fever, TB, bleeding
tendency, hepatitis B
Family history of illness (if genetic illness draw family tree)
4 4th and 5th Year Notes
, Social history: smoking, alcohol, job, living situation, social supports, overseas travel, functional
history in the elderly or disabled
If a child, then obstetric, neonatal, growth and development, immunisations
Review of systems
At end of history always ask „is there anything else you want to tell me‟
Note mental function and communication: dementia/delirium common
Physical Exam:
Vital signs: temperature, respiratory rate, pulse, blood pressure
General observations: distress, pallor, hydration, cyanosis, weight
Relevant systems exams
Formulation and problem list:
List of active problems or clusters of problems (always include smoking if they smoke)
List of inactive problems or clusters of problems
For each problem, list a set of differential diagnoses, investigations to establish which it is,
immediate management, other management strategies
Progress notes:
Changes in symptoms
Changes in physical exam or investigation
Assessment of what this means
Plan for what to do now
Examination
Purpose of Examination
Aims to:
Confirm suspicion
Exclude other causes that mimic it
Measure severity
General
Are the conditions OK to do an exam? Is the light in the room OK, is the patient positioned and
exposed, etc
ALWAYS OBSERVE FIRST: stand back and look.
Distress, comfort, central or peripheral cyanosis, pallor, jaundice, dehydration, SOB, how sick or well
Cachectic = severe loss of weight and muscle wasting. Usually malignancy, but also severe cardiac
disease (due to anorexia from liver congestion and impaired absorption due to intestinal venous
congestion)
Facies: features of the face suggesting diagnoses: eg acromegaly, Cushing‟s, Down‟s, myxoedema,
Parkinson‟s, hair distribution in men and women, etc
Weight, body habitus and posture, including deformities
Include vital signs in general assessment: pulse, blood pressure, temperature, respiratory rate
Fever
See also Fever in Children, page 616
Taking a temperature:
Serial measurements the most useful
Also take pulse – if temp should have heart rate (except in typhoid)
Normal Values Low High
Oral 36.6 37.2
In hot weather +0.5 +0.5
Rectal +0.2 +0.5
Axillary -0.5 -0.5
Children. The most common emergency presentation in paediatrics. Most common cause is viral
infection, otitis media, pharyngitis, and tonsillitis. Also consider bladder infection, Rheumatic fever,
Meningitis. Kids spike temperature easily. Febrile convulsions occur between 18 months and 5 years.
At other ages investigate other causes
Patient Management 5
, Types of fever:
Continued: does not remit e.g. typhoid, drug fever
Intermittent: falls to normal each day – pyogenic infections, lymphomas
Relapsing: returns to normal for days then rises again – Malaria, lymphoma, pyogenic
Pyrexia/Fever of Unknown Origin (PYO/FUO)
See also:
Pyrexia of unknown origin if returning from 3rd world, page 511
Fever in a Neutropenic Patient, page 301
Formal definition: > 38 C, > 3 weeks, no known cause (ie normal admission tests already done).
However, often used to describe a temperature that that you haven‟t done any tests on yet
Usually an unusual presentation of a common disease
History, exam, investigations, time course, urgency and likely cause depend on setting:
Community acquired (Classic PUO)
Nosocomial PUO (ie hospital acquired)
Immune-deficit or HIV related PUO
Differential:
Neoplasm: lymphoma, leukaemia (check lymph nodes), other (hepatic, renal, other)
Infection:
Bacterial: Tb, abscess (subphrenic, hepatic, pelvic, renal – look for neutrophils),
endocarditis (any dental work?), pericarditis, osteomyelitis, cholangitis, pyelonephritis, PID,
syphilis, cystitis
Viral: EBV, CMV, HBV, HCV, HIV, Varicella-Zoster
Parasitic: malaria, toxoplasmosis
Fungal
Connective Tissue: RA, SLE, Vasculitis (eg polyarteritis nordosa – check for Raynaud‟s
phenomena – abnormal response in fingers to cold)
Miscellaneous: drug fever (especially penicillins, sulphonamides), Rheumatic fever, inflammatory
bowel disease, granulomatous disease (eg Sarcoid), Fictitious/Munchausen‟s (eg injecting
themselves with saliva)
Clues:
Weight loss chronic
Check eyes: iritis in connective tissue disease, jaundice, etc
Check tonsils, glands, ears for infection
History:
Travel (eg malaria, did they have prophylaxis)
Exposure to others
Sexual history
Weight loss
Been to other doctors (had any antibiotics)
Occupational exposure (eg cows)
Exam:
Lymph nodes
Heart murmurs
Skin for rashes
Abdominal exam
Possible investigations:
Blood count
Blood cultures
Urine microscopy & culture
Liver function (eg hepatitis)
Viral serology
Malaria film
Chest X-ray
Tiredness
Differential:
Sleep disturbance: eg anxiety, sleep apnoea, narcolepsy,
6 4th and 5th Year Notes
, Depression
Anaemia
Endocrine: hypothyroidism, hypocortisol (Addison‟s), diabetes, hypercalcaemia (due to PTH)
Infection (eg EBV)
Cancer
Drugs: alcohol intoxication, sedative drugs,
Head injury (eg subdural haematoma)
Post ictal states
Hypoglycaemia
Hepatic encephalopathy, Wernicke‟s encephalopathy
Chronic heart failure
Malabsorption (eg coeliac disease)
Pregnancy
See also Sleepiness, page 90
Oedema
Include in exam of appropriate system
Need to retain 3 – 4 litres before pitting begins
Exam:
Where is it? Distribution
Is it pitting
Other signs of inflammation
Mechanisms:
↓colloid osmotic pressure
↑hydrostatic pressure
↓permeability of wall
Localised Cause:
Inflammatory (e.g. infection, allergy - cytokine mediated) pain/heat/redness/swelling
Trauma
Venous occlusion by tumour or lymph nodes
Thrombis (e.g. DVT)
Generalised Cause:
Is it bilateral? Usually worse in the evenings
Heart Failure:
Mechanism: ↑preload ↑venous pressure, ↓renal perfusion ↑renin ↑Na/H20
History: check SOB, orthopnea, PND
Signs/Tests: CXR, ECG, Echo
Liver:
Mechanism: liver failure/malnutrition ↓colloid pressure ↓renal flow ↑retention
History: check alcohol, cholestasis, hepatitis, bleeding, bruising
Signs/Tests: portal hypertension, enlarged liver, jaundice, bloods (Liver Function, INR)
Renal:
Mechanism: nephrotic syndrome ↓colloid pressure (have to loose 3.5 g protein a day to be
nephrotic. NB nephritis is inflammation)
History: check change in urination, nocturia (due to diuresis), diabetes
Signs/tests: ↑BP, urine test, 24 hr urine, dipstick, urea/creatinine
Drugs (eg vasodilators, like calcium channel blockers) can cause ankle oedema
Gastrointestinal: Malabsorption hypoalbuminaemia
Non-pitting lower limb oedema
Lymphoedema (eg malignant invasion of lymphatics, allergy) doesn‟t pit – push for 10 seconds
Hypothyroidism
Hands
Nails:
Takes ~ 6 months for fingernails to grow out
Clubbing:
Respiratory: carcinoma, fibrosis, cystic fibrosis, TB, chronic suppuration (eg bronchiectasis),
idiopathic pulmonary fibrosis, NOT asthma or CORD alone
Patient Management 7
Frameworks for consultation
4 tasks for consultation:
Management of presenting problems
Modification of help-seeking behaviour (did they come too soon/too late)
Management of continuing problems
Opportunistic health promotion
Objective: integration of:
Doctor‟s agenda: Correct diagnosis, preventative health care
Patient‟s agenda: expectations, feelings, fears, understanding of illness experience
Silverman and Kurtz: - five phases of the consultation:
Initiating the session: introduce yourself, why are you here, how can I help (not how are you)
Gathering information: start with open questions, physical exam
Building the relationship
Explanation and planning: what you‟ll do, what you want the patient to do. Involve patient in
planning. Give them as many choices as possible
Closing the session: any more questions, check understanding, follow up, emergencies, etc
Double Diamond model:
First phase: patient presents problems, doctor hones down
Second phase: diagnosis reached, expansive phase of explanation, management options, then
brought to closure
FIFE: Feelings, Ideas, Function/Dysfunction, Expectations
Remember: listen, reassure
History Taking
Always ask why they‟ve come: and why that is a concern to them (what are they scared of?)
Key skills:
Establishing rapport
Asking questions in a logical order
Observing non-verbal queues
Proper interpretation
Record positive & negative findings. Always amplify positive findings:
Time course
How quickly did it come on (what were you doing then), pattern since then
Site and radiation
Character
Severity
Aggravating or relieving factors
Associated symptoms
Previous occurrences
For each potential cause of a symptom think of:
Detail of the symptom
Other symptoms you would expect if that cause
Ask about risk factors of that cause
See also Talking with Children, page 567 and Talking with Adolescents, page 665
History Outline
History:
Identifying data
Presenting complaint (or complaints) eg Cough with green sputum 2 days, Dizziness 4 weeks
History of presenting complaint
Drug and medication use, including allergies, OTC drugs, herbal/alternative medicines
Past medical and surgical history (including hospital admissions)
Screen for hypertension, heart disease, asthma, diabetes, epilepsy, rheumatic fever, TB, bleeding
tendency, hepatitis B
Family history of illness (if genetic illness draw family tree)
4 4th and 5th Year Notes
, Social history: smoking, alcohol, job, living situation, social supports, overseas travel, functional
history in the elderly or disabled
If a child, then obstetric, neonatal, growth and development, immunisations
Review of systems
At end of history always ask „is there anything else you want to tell me‟
Note mental function and communication: dementia/delirium common
Physical Exam:
Vital signs: temperature, respiratory rate, pulse, blood pressure
General observations: distress, pallor, hydration, cyanosis, weight
Relevant systems exams
Formulation and problem list:
List of active problems or clusters of problems (always include smoking if they smoke)
List of inactive problems or clusters of problems
For each problem, list a set of differential diagnoses, investigations to establish which it is,
immediate management, other management strategies
Progress notes:
Changes in symptoms
Changes in physical exam or investigation
Assessment of what this means
Plan for what to do now
Examination
Purpose of Examination
Aims to:
Confirm suspicion
Exclude other causes that mimic it
Measure severity
General
Are the conditions OK to do an exam? Is the light in the room OK, is the patient positioned and
exposed, etc
ALWAYS OBSERVE FIRST: stand back and look.
Distress, comfort, central or peripheral cyanosis, pallor, jaundice, dehydration, SOB, how sick or well
Cachectic = severe loss of weight and muscle wasting. Usually malignancy, but also severe cardiac
disease (due to anorexia from liver congestion and impaired absorption due to intestinal venous
congestion)
Facies: features of the face suggesting diagnoses: eg acromegaly, Cushing‟s, Down‟s, myxoedema,
Parkinson‟s, hair distribution in men and women, etc
Weight, body habitus and posture, including deformities
Include vital signs in general assessment: pulse, blood pressure, temperature, respiratory rate
Fever
See also Fever in Children, page 616
Taking a temperature:
Serial measurements the most useful
Also take pulse – if temp should have heart rate (except in typhoid)
Normal Values Low High
Oral 36.6 37.2
In hot weather +0.5 +0.5
Rectal +0.2 +0.5
Axillary -0.5 -0.5
Children. The most common emergency presentation in paediatrics. Most common cause is viral
infection, otitis media, pharyngitis, and tonsillitis. Also consider bladder infection, Rheumatic fever,
Meningitis. Kids spike temperature easily. Febrile convulsions occur between 18 months and 5 years.
At other ages investigate other causes
Patient Management 5
, Types of fever:
Continued: does not remit e.g. typhoid, drug fever
Intermittent: falls to normal each day – pyogenic infections, lymphomas
Relapsing: returns to normal for days then rises again – Malaria, lymphoma, pyogenic
Pyrexia/Fever of Unknown Origin (PYO/FUO)
See also:
Pyrexia of unknown origin if returning from 3rd world, page 511
Fever in a Neutropenic Patient, page 301
Formal definition: > 38 C, > 3 weeks, no known cause (ie normal admission tests already done).
However, often used to describe a temperature that that you haven‟t done any tests on yet
Usually an unusual presentation of a common disease
History, exam, investigations, time course, urgency and likely cause depend on setting:
Community acquired (Classic PUO)
Nosocomial PUO (ie hospital acquired)
Immune-deficit or HIV related PUO
Differential:
Neoplasm: lymphoma, leukaemia (check lymph nodes), other (hepatic, renal, other)
Infection:
Bacterial: Tb, abscess (subphrenic, hepatic, pelvic, renal – look for neutrophils),
endocarditis (any dental work?), pericarditis, osteomyelitis, cholangitis, pyelonephritis, PID,
syphilis, cystitis
Viral: EBV, CMV, HBV, HCV, HIV, Varicella-Zoster
Parasitic: malaria, toxoplasmosis
Fungal
Connective Tissue: RA, SLE, Vasculitis (eg polyarteritis nordosa – check for Raynaud‟s
phenomena – abnormal response in fingers to cold)
Miscellaneous: drug fever (especially penicillins, sulphonamides), Rheumatic fever, inflammatory
bowel disease, granulomatous disease (eg Sarcoid), Fictitious/Munchausen‟s (eg injecting
themselves with saliva)
Clues:
Weight loss chronic
Check eyes: iritis in connective tissue disease, jaundice, etc
Check tonsils, glands, ears for infection
History:
Travel (eg malaria, did they have prophylaxis)
Exposure to others
Sexual history
Weight loss
Been to other doctors (had any antibiotics)
Occupational exposure (eg cows)
Exam:
Lymph nodes
Heart murmurs
Skin for rashes
Abdominal exam
Possible investigations:
Blood count
Blood cultures
Urine microscopy & culture
Liver function (eg hepatitis)
Viral serology
Malaria film
Chest X-ray
Tiredness
Differential:
Sleep disturbance: eg anxiety, sleep apnoea, narcolepsy,
6 4th and 5th Year Notes
, Depression
Anaemia
Endocrine: hypothyroidism, hypocortisol (Addison‟s), diabetes, hypercalcaemia (due to PTH)
Infection (eg EBV)
Cancer
Drugs: alcohol intoxication, sedative drugs,
Head injury (eg subdural haematoma)
Post ictal states
Hypoglycaemia
Hepatic encephalopathy, Wernicke‟s encephalopathy
Chronic heart failure
Malabsorption (eg coeliac disease)
Pregnancy
See also Sleepiness, page 90
Oedema
Include in exam of appropriate system
Need to retain 3 – 4 litres before pitting begins
Exam:
Where is it? Distribution
Is it pitting
Other signs of inflammation
Mechanisms:
↓colloid osmotic pressure
↑hydrostatic pressure
↓permeability of wall
Localised Cause:
Inflammatory (e.g. infection, allergy - cytokine mediated) pain/heat/redness/swelling
Trauma
Venous occlusion by tumour or lymph nodes
Thrombis (e.g. DVT)
Generalised Cause:
Is it bilateral? Usually worse in the evenings
Heart Failure:
Mechanism: ↑preload ↑venous pressure, ↓renal perfusion ↑renin ↑Na/H20
History: check SOB, orthopnea, PND
Signs/Tests: CXR, ECG, Echo
Liver:
Mechanism: liver failure/malnutrition ↓colloid pressure ↓renal flow ↑retention
History: check alcohol, cholestasis, hepatitis, bleeding, bruising
Signs/Tests: portal hypertension, enlarged liver, jaundice, bloods (Liver Function, INR)
Renal:
Mechanism: nephrotic syndrome ↓colloid pressure (have to loose 3.5 g protein a day to be
nephrotic. NB nephritis is inflammation)
History: check change in urination, nocturia (due to diuresis), diabetes
Signs/tests: ↑BP, urine test, 24 hr urine, dipstick, urea/creatinine
Drugs (eg vasodilators, like calcium channel blockers) can cause ankle oedema
Gastrointestinal: Malabsorption hypoalbuminaemia
Non-pitting lower limb oedema
Lymphoedema (eg malignant invasion of lymphatics, allergy) doesn‟t pit – push for 10 seconds
Hypothyroidism
Hands
Nails:
Takes ~ 6 months for fingernails to grow out
Clubbing:
Respiratory: carcinoma, fibrosis, cystic fibrosis, TB, chronic suppuration (eg bronchiectasis),
idiopathic pulmonary fibrosis, NOT asthma or CORD alone
Patient Management 7