med 1.1.1 history taking and clinical decision making.pdf

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TRANSCRIBED BY: LUKE, LEIA, HAN, CHEWBACCA “The adrenaline and stress of an adventure are better than a thousand peaceful days.” Paulo Coelho Page 1 of 9 Alfredo Guzman, M.D. History Taking and Clinical Decision Making 1.1.1 2 June 2014 THE VALUE OF HISTORY TAKING Directs the focus of the physical exam Often the basis for differential diagnosis (differential diagnosis are done during Hx taking) Keys o Trust (respect, dress appropriately, etc.) o Right questions (open/close ended Qs) o Interpreting responses o Knowing what to do next Care begins simultaneously FIRST IMPRESSIONS Positive impression Appearance Confidence Demeanor Body language ESTABLISHING THE PATIENT RELATIONSHIP Avoid putting things on top of the bed Invited guest or unwanted pest? Respect person, space, property, family Locate px/s Introduce yourself handshake Determine px’s desired name Avoid disrespectful terms & voice tone Consider age & culture TIPS FOR EFFECTIVE HX TAKING Types of questions Open ended Qs What seems to be bothering you today? Close ended Qs- BEST Is your chest pain sharp or dull? Multiple choice Qs Listen actively o Act as if you are listening o Repeat px’s statements o Clarify if needed o Take notes o Display concern o Confront w/ caution o Explore CC in more detail o Explore other complaints Are they associated? Do they involve completely different body systems? Subjective Data - What the px tells you - the Hx,from CC through ROS Objective Data - What you detect during the examination - All PE findings Pain most common sx THE HISTORY & PE: COMPREHENSIVE OR FOCUSED? Comprehensive Assessment Focused Assessment Is appropriate for new pxs in the office/hospital Is appropriate for established pxs, especially during routine/ urgent care visits Provides fundamental & personalized knowledge about the px Addresses focused concerns/symptoms Strengthens the clinician-px relationship Assesses the specific body sytems relevant to the px’s concerns Helps identify/ rule out physical causes related to px concerns Develops proficiency in the essential skills of physical examination *We will do the Comprehensive Assessment since we’re newbies. COMPONENTS OF THE HEALTH HISTORY *Bates Identifying Data Age, gender, occupation, marital status Source of hx usually the px, but can be a family member/ friend, letter of referral, or the medical record If appropriate, establish source of referral, because a written report may be needed Reliability varies according to memory, trust, & mood Chief Complaint/s 1 sx/ concerns causing the px to seek care Hx of Present Illness Amplifies CC, describes how each sx developed Px’s thoughts and feelings about illness Pulls in relevant portions of ROS (pertinent +’s & -‘s) Medications, allergies, habits (smoking, alcohol), w/c are frequently pertinent to the present illness Past Medical Hx Childhood illnesses Adult illnesses w/ dates for medical, surgical, obstetric/gynecologic, psychiatric Health maintenance practices: Immunizations, screening tests, lifestyle issues, home safety Family Hx Outlines/diagrams of age, health, age & cause of death of siblings, parents, & grandparents Documents presence/absence of illnesses in family (HPN, CA disease, etc) Personal & Social Hx educational level, family of origin, current household, personal interests, lifestyle Review of Systems Documents presence/absence of common sx related to each major body system ELEMENTS OF THE COMPREHENSIVE HEALTH HX (GUIDELINES FOR HX TAKING & PE) I. GENERAL DATA To Identify px TOPIC OUTLINE I. The Value of History Taking II. First Impressions III. Establishing the Patient Relationship IV. Tips for Effective History Taking V. The History & PE: Comprehensive or Focused? VI. Components of the Health History VII. Elements of the Comprehensive Health Hx (Guidelines for Hx Taking & PE) A. General Data B. Chief Complaint (CC) C. History of Present Illness (HPI) D. Past Medical History E. Family History F. Personal/ Social History VIII. Review of Systems IX. Special Challenges and Common Pitfalls X. Physical Exam (Highlights) XI. Clinical Decision Making

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  • TRANSCRIBED BY: LUKE, LEIA, HAN, CHEWBACCA

    The adrenaline and stress of an adventure are better than a thousand peaceful days. Paulo Coelho Paulo Coelho

    Page 1 of 9

    Alfredo Guzman, M.D.

    History Taking and Clinical Decision Making

    1.1.1 2 June

    2014

    THE VALUE OF HISTORY TAKING

    Directs the focus of the physical exam

    Often the basis for differential diagnosis (differential diagnosis are

    done during Hx taking)

    Keys

    o Trust (respect, dress appropriately, etc.)

    o Right questions (open/close ended Qs)

    o Interpreting responses

    o Knowing what to do next

    Care begins simultaneously

    FIRST IMPRESSIONS

    Positive impression

    Appearance

    Confidence

    Demeanor

    Body language

    ESTABLISHING THE PATIENT RELATIONSHIP

    Avoid putting things on top of the bed

    Invited guest or unwanted pest?

    Respect person, space, property, family

    Locate px/s

    Introduce yourself handshake

    Determine pxs desired name

    Avoid disrespectful terms & voice tone

    Consider age & culture

    TIPS FOR EFFECTIVE HX TAKING

    Types of questions

    Open ended Qs

    What seems to be bothering you today?

    Close ended Qs- BEST

    Is your chest pain sharp or dull?

    Multiple choice Qs

    Listen actively

    o Act as if you are listening

    o Repeat pxs statements

    o Clarify if needed

    o Take notes

    o Display concern

    o Confront w/ caution

    o Explore CC in more detail

    o Explore other complaints

    Are they associated? Do they involve completely different body systems?

    Subjective Data - What the px tells you

    - the Hx,from CC through ROS

    Objective Data

    - What you detect during the examination

    - All PE findings

    Pain most common sx

    THE HISTORY & PE: COMPREHENSIVE OR FOCUSED?

    Comprehensive Assessment Focused Assessment

    Is appropriate for new pxs in

    the office/hospital

    Is appropriate for established

    pxs, especially during routine/

    urgent care visits

    Provides fundamental &

    personalized knowledge about

    the px

    Addresses focused

    concerns/symptoms

    Strengthens the clinician-px

    relationship

    Assesses the specific body

    sytems relevant to the pxs

    concerns

    Helps identify/ rule out physical

    causes related to px concerns

    Develops proficiency in the

    essential skills of physical

    examination

    *We will do the Comprehensive Assessment since were newbies.

    COMPONENTS OF THE HEALTH HISTORY *Bates

    Identifying Data

    Age, gender, occupation, marital status

    Source of hx usually the px, but can be a family member/ friend, letter of referral, or the medical record

    If appropriate, establish source of referral, because a written report may be needed

    Reliability varies according to memory, trust, &

    mood

    Chief Complaint/s 1 sx/ concerns causing the px to seek

    care

    Hx of Present Illness

    Amplifies CC, describes how each sx developed

    Pxs thoughts and feelings about illness

    Pulls in relevant portions of ROS (pertinent +s & -s)

    Medications, allergies, habits (smoking, alcohol), w/c are frequently pertinent to the present illness

    Past Medical Hx

    Childhood illnesses

    Adult illnesses w/ dates for medical, surgical, obstetric/gynecologic, psychiatric

    Health maintenance practices: Immunizations, screening tests, lifestyle issues, home safety

    Family Hx

    Outlines/diagrams of age, health, age & cause of death of siblings, parents, & grandparents

    Documents presence/absence of illnesses in family (HPN, CA disease, etc)

    Personal & Social Hx

    educational level, family of origin, current household, personal interests, lifestyle

    Review of Systems

    Documents presence/absence of common sx related to each major body system

    ELEMENTS OF THE COMPREHENSIVE HEALTH HX

    (GUIDELINES FOR HX TAKING & PE)

    I. GENERAL DATA

    To Identify px

    TOPIC OUTLINE

    I. The Value of History Taking

    II. First Impressions

    III. Establishing the Patient Relationship IV. Tips for Effective History Taking

    V. The History & PE: Comprehensive or Focused?

    VI. Components of the Health History VII. Elements of the Comprehensive Health Hx

    (Guidelines for Hx Taking & PE) A. General Data

    B. Chief Complaint (CC)

    C. History of Present Illness (HPI) D. Past Medical History

    E. Family History F. Personal/ Social History

    VIII. Review of Systems

    IX. Special Challenges and Common Pitfalls X. Physical Exam (Highlights)

    XI. Clinical Decision Making

  • TRANSCRIBED BY: LUKE, LEIA, HAN, CHEWBACCA

    Page 2 of 9

    Introduction to

    Clinical Medicine

    Informant indicate, ID & give estimate of accuracy (to

    determine reliability of px)

    Name, age, sex, marital status, nationality, religion, occupation,

    birthplace, present address, number of admission in this

    particular hospital, exact date of admission

    Admissions include order & locxn of admission

    ER NOT an admission

    II. CHIEF COMPLAINT (CC)

    Prolonged sx

    May not be sx of a more serious disease

    Only 1 CC

    Single most critical concern to px

    o What prompted you to seek consultation?

    o What can I help you w/ today?

    o W/c sys (origin) do you believe to be affected by this CC?

    o Do you clearly understand the pxs complaint/s?

    Record simple statement of pxs complaint in his own words, 1-

    few words or phrase (non-verbatim)

    Description of sx should be at the HPI

    Multiple complaints

    o If I could make 1 thing better for you, w/c would you want it

    to be?

    o Are the multiple complaints likely to be related?

    o Will you need to address multiple issues?

    o Could some of these be chronic issues?

    III. HISTORY OF PRESENT ILLNESS (HPI)

    Explore CC in more detail

    Explore other complaints

    o Are they associated?

    o Do they involve completely different body systems?

    Complete, clear, & chronologic account of the problems

    prompting the px to seek care

    Include: o Onset of the problem

    o Setting in w/c it has developed

    o Manifestations

    o Any treatments

    Should reveal the pxs responses to his/her sx & what effect the illness has had on the pxs life

    Medications

    o Name, dose, route frequency of use

    o Home remedies, nonprescription drugs, vitamins,

    mineral/herbal supplements, oral contraceptives, meds

    borrowed from family members/friends

    Allergies

    o Specific reactions to each medication (i.e. rash/nausea)

    o Allergies to food, insects, or environmental factors

    Tobacco use (pack-years)

    o no. of packs/day x yrs of smoking = pack-yrs

    o E.g. A person who has smoked 1 packs/day for 12 yrs has

    an 18-pack-yr history (1 x 12 = 18)

    o If someone has quit, note for how long

    o Like Doc Tengco, married for 30 yrs. How many **ck years?

    (Guzman, 2014)

    Alcohol & drug use should always be indicated in HPI

    Chronology

    - provides structure for organizing data, particularly when multiple sx are present

    Additional Qs related to temporal aspect of illness

    o Frequency

    o Periodicity

    o Duration of typical episode

    o Typical day/night

    o Time of onset of sx (ask the last time he felt well)

    Bodily locations of sx (& radiation if any)

    Quantitative Qs

    o Volume

    o No

    o Size

    o Extent

    Qualitative Qs

    o Intensity

    o Severity

    o Comparison w/ previous experiences

    Precipitating factors

    Alleviating factors

    Impact of illness on pxs life

    o Relationships

    o Exercise tolerance

    o Ability to concentrate

    o Athletic/leisure activities

    Associated sx & info w/c might help in differential diagnosis:

    o All items in pertinent system

    o Qs provoked by abnormalities in PE

    o Nonspecific manifestation of organic disease

    o Qs provoked by etiologic possibilities

    o Hx of test/procedure done to arrive at diagnosis

    o Hs of previous diagnosis

    o Med/drugs currently taking (religiously or not)

    PQRST of Symptoms

    Provocative/Palliative factors aggravates/relieves sx

    Quality

    Radiation common in pain

    Severity (pain scale/grading) limit pxs activities

    Timing onset of sx

    The 7 attributes of a symptom

    *Bates

    (Provocative/Palliative) Remitting/ Exacerbating Factors

    aggravated/relieved sx

    Quality

    (Radiation/) Location

    Severity/ Quantity

    Timing onset, duration, frequency

    Setting in w/c it occurs

    Associated manifestations

    Pertinent positives & pertinent negatives designate presence/

    absence of sx relevant to differential diagnosis

    IV. PAST MEDICAL HISTORY (Paragraph form)

    Health maintenance

    o Immunizations

    o Screening tests (e.g. Pap smears, mammograms)

    Diagnosed childhood illnesses, medications taken

    o HPN: highest, lowest, regular level; were diagnosed follow-

    up consultations

    Previous hospitalizations/surgical procedures, dates

    reasons/indications, complications, blood transfusions, adult

    illnesses

    o Medical

    Diabetes, HPN, Hepatitis o Surgical

    Dates, indications, types of operation o Obstretic

    Obstetric hx, Menstrual hx Birth control, Sexual function

    o Psychiatric

    Dates, diagnoses, hospitalizations, treatments

    Previous accident & trauma

    Paragraph form

    Age, health or cause of death of parents, grandparents, uncles and aunts, and siblings (parents and siblings are the most important)

    Family incidence of HPN, DM, TB. CA. mental disease, blood disorder

    VI. PERSONAL/SOCIAL HISTORY

    Paragraph form

    Marital duration, health of partner

    Place of birth and residence

    Highest level of education

    Habits: o Regularity of eating/sleeping o Exercise

  • TRANSCRIBED BY: LUKE, LEIA, HAN, CHEWBACCA

    Page 3 of 9

    Introduction to

    Clinical Medicine

    o Coffee o Smoking (in pack years) o Drugs

    Occupation (past and present work o Past and present work o Exposure to occupational disease o Duration of work

    Personality Traits o Outgoing o Quiet o Moody

    Weight o Usual weight o History of weight loss/gain

    Type of residence where patient lives o Number of rooms and occupants o Water source o Fecal disposal

    Neighborhood o Congested o Proximity to unusual place o Buildings

    Nutritional history

    REVIEW OF SYSTEMS

    Documents presence or absence of common symptoms related to each major body system

    Most ROS questions pertain to symptoms, but some also include diseases like pneumonia or TB

    Start with general questions as you address each system (this focuses the patients attention), then shift to more specific questions about systems that may be of concern.

    Vary the need for additional questions depending on the patients age, complaints, general state of health, and your clinical judgment

    ROS may uncover problems that the patient has overlooked (unrelated to present illness)

    This section should be described in detail the signs and symptoms listed below to include o Duration o Severity o Provocative and palliative factors

    System Signs and Symptoms

    Head, Eyes, Ears, Nose, Throat (HEENT)

    Head: headache, lumps, discomforts, head injury

    Eyes: vision, use of glasses, eye pain

    Ears: hearing, earache, discharge, tinnitus (ringing in the ears), vertigo

    Nose: epistaxis (nose bleed), congestion, discharge

    Throat: bleeding gums, dentition, dental caries, sore throat, hoarseness, masses in the neck, dysphagia (difficulty in swallowing) or odonophagia (pain produced by swallowing)

    Integumentary Skin: rashes, pruritus (itching), dryness, lumps, sores

    Hair: loss of hair, hirsutism (for women only excessive growth of hair of normal or abnormal distribution)

    Respiratory Pain in chest, dyspnea (difficulty in breathing), cough, sputum (color, quantity), audible wheezing (breathing difficultly usually with whistling sound), hemoptysis (expectoration of blood from some part of the respiratory tract), night sweats, pleurisy (inflammation of the pleura nest to the lung, last chest x-ray, you may wish to include asthma, bronchitis, emphysema, pneumonia, and tuberculosis

    Cardiovascular Palpitation (awareness of own heartbeat), orthopnea (inability to breathe except in an upright position - advance HF), paroxysmal nocturnal dyspnea, chest pain/discomfort, edema (abnormal excess accumulation of serous fluid in connective tissue or in serous cavity), easy fatigability, cyanosis (bluish or purplish discoloration), intermittent

    claudications (cramping pain and weakness in the legs that disappears after rest, and is usually associated with inadequate blood supply to the muscle; pulikat), varicosities (prominence of the veins)

    Gastrointestinal Nausea, vomiting, abdominal pain, change in bowel habits (describe bowel habits e.g. diarrhea, constipation), stools (color, consistency), frequency, melena (passage of dark tarry stools containing decomposing blood that is usually an indication of bleeding in the upper GIT), hematochezia (passage of blood in the feces that is usually an indication of bleeding in the lower GIT), hematemesis (vomiting of blood), jaundice, liver or gallbladder trouble, etc.

    Hematemesis with hematochezia sever upper GI bleeding

    Genitourinary Amount and frequency of urination, color, and character or urine, dysuria (difficult or painful urination), hematuria (presence of blood or RBC in the urine), anuria (40cc/day), oliguria (400cc/day), polyuria (>3L/day), nocturia (urination > 2x/night; may suggest polyuria), urinary retention, dribbling (continuous dripping or urine), incontinence (involuntary loss of urine), enuresis (bed wetting without incontinence)

    Hematologic Pallor (paleness), bleeding gums (observed after brushing teeth), epistaxis, hematoma (mass of usually clotted blood that forms in a tissue, organ, or body space as a result of a broken blood vessel), hematemesis, melena, easy bruising, prolonged bleeding

    Neuromuscular Memory loss, nervousness, insomnia, vertigo, movement disorders (tremors, convulsions, chorea, athetosis, etc.), joint pains, muscle weakness/paralysis, language/speech problems, sensorial changes (hypesthesia, hyposthesia, hyperesthesia, etc.)

    Endocrine Cold or heat intolerance

    s/sx of hyperthyroidism: weight loss, increased appetite, weakness, palpitations, diarrhea

    s/sx of hypothyroidism: sluggishness, easy fatigability, hoarseness, complaint of coldness

    s/sx of diabetes: weight loss, polyuria, polydipsia (excessive or abnormal thirst), polyphagia (excessive appetite or eating), pruritus, numbness of skin, recurrent pyogenic infection of the skin

    Obstetric and Gynecologic

    Menstrual history: menarche, menopause, regularity, duration and heaviness of bleeding, date of last period

    Pregnancy: number of abortions, miscarriages, live births, methods of delivery, living children

    Veneraal diseases

    SPECIAL CHALLENGES

    Interviewing patients may precipitate several behaviors and situations that seem particularly vexing or perplexing

    Always remember the importance of listening to the patient and clarifying the patients concerns

    SENSITIVE TOPICS

    The right location o Does anyone present make the patient feel uncomfortable?

    Gaining trust

    Choosing appropriate words

    Understand the patients feelings related to the sensitive nature Be professional

    THE SILENT PATIENT

    Short periods of silence may be normal

    Allow time to collect thoughts

  • TRANSCRIBED BY: LUKE, LEIA, HAN, CHEWBACCA

    Page 4 of 9

    Introduction to

    Clinical Medicine

    Provide reassurance and encouragement

    Consider: o You have frightened the patient o You are dominating the discussion o You have offended the patient o There is a physical or mental disorder

    THE OVERLY-TALKATIVE PATIENT

    Allow patient to speak

    If necessary, politely interrupt and focus the discussion

    Focus on most critical issue

    Ask specific, closed-ended questions

    Summarize the patients story and move on Dont display impatience

    THE ANXIOUS OR FRIGHTENED PATIENT

    Look for signs of anxiety and fear

    Try to alleviate concerns and develop trust

    No false reassurance o Everything is going to be fine.

    Identify the source of anxiety/fear

    Understand the patients feelings o I dont know why youre so anxious.

    THE ANGRY OR HOSTILE PATIENT

    Common feelings with stress or fear

    Understand the source of these feelings

    Respond in a professional and caring manner

    Personal safety is a primary concern o Distance o Assistance o Firm but caring verbal and body language

    THE INTOXICATED PATIENT

    Irrational

    Altered sense of right and wrong

    May become violent

    If patient is shouting o Increased potential for violent behavior o Listen o Dont respond back with shouting o Have assistance for safety

    THE DEPRESSED OR SUICIDAL PATIENT

    Know the warning signs

    Explore the specific feelings of the patient o Be direct and specific o Question regarding thoughts of suicide or personal harm o Talk openly and specifically about suicide plans

    THE PATIENT WITH CONFUSING BEHAVIOR OR HISTORY

    The entire history does not add up

    Assess mental status

    Consider possible dementia or delirium o Identify cause of possible o Consider specific causes based upon behavior

    Confabulation Multiple personalities

    Patients with frontal love tumors may manifest with psychiatric symptoms o Ensure neurologic examination

    THE PATIENT WITH LANGUAGE BARRIER

    Extremely difficult to assess

    Enlist friends or family to act as an interpreter

    Use pre-established questions in the patients language Language lines

    INTELLIGENCE AND LITERACY

    Does the patient really understand your questioning?

    o History may be inaccurate o Enlist friends or family

    Can the patient actually read? o Read statements aloud to the patient

    THE PATIENT WITH SENSORY DEFICITS

    Hearing impaired o Does the patient read lips

    Face patient, close to good ear Talk slowly and distinctly Sign language?

    o Will a hearing aid help? Where is it?

    Blindness o Voice and touch and critical o Establish relationship and trust early on

    COMMON PITFALLS

    Patients Impression

    Choosing to ask a lot of questions to obtain a history without also directing initial care or performing a physical exam.

    Not doing anything for me

    Why are we wasting our time here?

    Stop asking all these silly questions.

    Using a tone of voice that sends the wrong message.

    What is your problem today, Mrs. Jones?

    Why did you call 911?

    He thinks I call EMS for every little problem.

    I must have called 911 and was not supposed to.

    I think I am bothering these nice people.

    Lack of respect for cultural, religious, or ethnic differences.

    Why do you people use these home herbal medicines?

    You have enough kids. You should consider birth control.

    This person thinks I am a fool.

    She laughs at the traditions of my culture.

    He does not respect my personal decisions.

    Poor choice of words or using technical terms.

    How many years has your husband been taking these ACE-inhibitors?

    Your wife is experiencing congestive heart failure.

    What the heck is he talking about?

    My wifes heart is failing?!?! Has her heart stopped yet?

    Son, could you speak English?

    SUMMARY

    Obtaining the Hx guides the PE Hx-taking is accomplished along with the PE and therapies For emergent patients, the Hx-taking is delayed or never actually

    obtained in the pre-hospital setting

    THE PHYSICAL EXAM

    The key to a thorough and accurate physical examination is developing a systematic sequence of examination.

    An important goal is to minimize the number of times you ask the patient to change position

    An initial assessment of the patient will have been made whilst taking the history. The general appearance of the patient will be your first observation.

    GENERAL SURVEY

    The survey continues throughout the history and examination. 1. State of awareness and level of consciousness

    (drowsy, stuporous, lethargic, comatose) 2. Orientation to 3 spheres

    (time/person/place) 3. General state of health 4. Build

    (endomorph, mesomorph, ectomorph) 5. Sexual development 6. Posture, motor activity, and gait

    (coordinated, uncoordinated, staggering, shuffling, stumbling, unable to walk alone, w/ assistive devices)

    7. Signs of distress (pain, cardiorespiratory)

    8. Skin color and lesions 9. Body habits 10. Degree of nourishment

  • TRANSCRIBED BY: LUKE, LEIA, HAN, CHEWBACCA

    Page 5 of 9

    Introduction to

    Clinical Medicine

    (obese, cachexic, well-nourished) 11. Dress, grooming, and personal hygiene 12. Odors of the body or breath 13. Facial expressions

    (calm, worried, restless, tense) 14. Manner of speaking and mood

    VITAL SIGNS

    The patient is sitting on the edge of the bed or examining table (unless contraindicated). 1. Height and weight

    > Other anthropometric measurements (if indicated: BMI, WHR, MUAC)

    2. BP (indicate if Sitting / lying / standing) 3. PR (indicate also if regular/irregular) 4. RR (indicate also if regular/irregular) 5. Temperature (if indicated: Oral / axillary / rectal)

    SKIN

    Continue your assessment of the skin as you examine other body regions. 1. Observe the skin of the face and its characteristics 2. Identify the presence of any lesion/s (location, distribution,

    arrangement, type, and color) 3. Inspect and palpate the hair and nails 4. Skin color (pallor, jaundice, flushing, cyanosis); temperature (cold,

    slightly warm, warm -local / systemic); turgor, moisture (very dry, sweaty , oily, moist in skin folds)

    5. Study the patients hands

    HEAD, EYES, EARS, NOSE, THROAT (HEENT)

    HEAD

    1. Configuration (normocephalic, masses, skull deformation, depressions)

    2. Hair (fine, coarse, dry, breaks easily, color, normal distribution, bald spot, alopecia)

    3. Scalp (clean, dandruff, lice, lesions)

    EYES

    The room should be darkened for the ophthalmoscopic examination to promote papillary dilation and visibility of the fundi. 1. Visual acuity, visual fields, color field, position and alignment 2. Observe the eyebrows and eyelids 3. Inspect the sclera, conjunctiva, cornea, iris, and lens 4. Compare the pupils and test their reactions to light 5. Extraocular movements 6. Inspect the ocular fundi 7. Demonstrate reflexes (corneal and pupillary) 8. Perform fundoscopy (disc, vessels, retina, and macula)

    Eyelids Symmetry, edema/swelling [R / L], ptosis [R / L], entropion, ectropion

    Periorbital Region

    Edema, sunken, discoloration, xanthelasma, lesions

    Conjunctiva Pinkish, pale, lesion, discharge, hemorrhage

    Sclera Anicteric, subicteric, icteric, hemorrhage

    Cornea & Lens Smooth, clear, lesions, opacity, arcus senilis, corneal reflex

    Pupil Size Equal, unequal R ___mm L ___mm

    Reaction to Light

    Brisk, sluggish, fixed, unequal

    Accommodation Uniform, unequal

    Convergence Uniform, unequal

    Visual Acuity Able to read newsprint with __ font size at __ distance with [R / L / both eyes], grossly normal, wears glasses / contact lenses, intact peripheral visual fields

    EOM Coordinated, uncoordinated

    Eyebrows Hair distribution

    Lacrimal Duct Easy tearing, tenderness, discharge, inflammation

    EARS

    1. Inspect the auricles, canals, and drums 2. Auditory acuity

    o If diminished, check lateralization: Weber test o compare air and bone conduction: Rinne test

    3. Perform otoscopy, describe tympanic membrane

    External Pinnae Normoset, symmetrical, tenderness, gross

    abnormalities

    External Canal Impacted cerumen, lesions

    Discharge Foul-smelling, serous, purulent, mucoid, color, amount

    Gross Hearing Normal, hearing problem [R L]

    Weber Test(lateralization)

    Positive, negative

    Rinne Test Air conduction >/< bone conduction

    NOSE AND SINUSES

    1. Examine the external nose 2. Inspect the nasal mucosa, septum, and turbinates using a light and

    a nasal speculum. 3. Palpate for tenderness of the frontal and maxillary sinuses

    Nasolabial Fold

    Symmetrical, shallow [R / L]

    Septum Midline, deviated, perforated, polyps

    Mucosa Pinkish, pale, reddish

    Discharge Serous, purulent, mucoid, bloody

    Patency Both patent, obstructed [R / L], masses / lesions

    Sense of Smell

    Sinuses Tender, nontender, result of transillumination

    MOUTH AND PHARYNX/THROAT

    You may wish to assess the cranial nerves during this portion of the examination

    Lips Pallor, cyanosis, dryness / cracks, lesions, mouth sore, cleft

    Tongue Midline, deviated [R /L], atrophy, fasciculations, lesions, color

    Teeth Complete, missing, carries, dentures , braces/retainers

    Gums Pinkish, pale, bleeding, tenderness

    Mucosa Oral: Pinkish, pale, cyanotic Pharynx: Dull red, pale, cyanotic, with exudates: color

    Palate Lesion, cleft

    Uvula Midline, deviated [R / L]

    Tonsils Inflammation: grade

    Speech Intact, slurred, aphasic, others

    Sputum Color, amount, others

    Smooth muscle movements

    Tongue moves side to side, gag relfex

    NECK

    1. Inspect and palpate the cervical lymph nodes 2. Note any masses or unusual pulsations in the neck 3. Feel for any tracheal deviation 4. Observe sound and effort of breathing 5. Inspect and palpate the thyroid gland. Note the size, shape,

    consistency, bruit and movement upon swallowing (Move behind the sitting patient to feel the thyroid gland)

    6. Scar

    Trachea Midline, deviation [R /L]

    Lymph Nodes Nonpalpable, palpable, enlarged, tender

    Thyroid Nonpalpable, enlarged: unilateral/bilateral, discrete nodules, firmly attached, freely mobile

    Others Normal ROM, neck rigidity, NVE at ____ masses: size, shape

    BACK

    Inspect and palpate the spine and muscles of the back

    POSTERIOR THORAX AND LUNGS

    1. Inspect and palpate the spine and muscles of the upper back 2. Inspect, palpate, and percuss the chest 3. Identify the level of diaphragmatic dullness on each side 4. Breath sounds 5. Adventitious sounds 6. Transmitted voice sounds (if indicated)

    Inspiration Expiration

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    Ratio (IE ratio)

    Inspection Pectus excavatum (hollowed chest), Pectus carinatum (pigeon chest), lesions

    Breathing Pattern

    Eupnea, hyperpnea, tachypnea, dyspnea, use of accessory muscles

    Shape of Chest APL Ratio: ___AP ___L Barrel, funnel, pigeon, others

    Chest Expansion

    Symmetrical, decrease / lag [R / L]

    Tactile Fremitus

    Symmetrical, inc / dec at [R / L]

    Vocal Fremitus Bronchophony, whispered pectoriloquy, egophony

    Breath Sounds Vesicular over: most of lungs, [R / L], I/E, pitch: low / medium / high; absent Bronchovesicular over: 1

    st& 2

    nd ICS, I/E,

    intrascapular, pitch: low / medium / high Bronchial over:manubrium, lobar pneumonia, I/E, pitch: low / medium / high

    Adventitious Sounds

    Rhonchi over, wheezes over, crackles / rales, pleural friction rub, stridor

    Percussion Resonant [R / L], dull [R / L] over, hyperresonant [R / L] over

    Excursion Diaphragmatic dullness at, respiratory excursion around

    BREAST, AXILLAE, AND EPITROCHLEAR NODES

    1. In a woman, inspect and palpate the breasts (in supine position) with her arms relaxed, then elevated, and then with her hands pressed on her hips.

    2. Note the size, symmetry, contour, color, edema, venous pattern, and dimpling of the breasts.

    3. Note the size, shape, inversions, ulcerations, discharge, and tenderness of the nipple.

    4. In either sex, inspect the axillae and feel for the axillary nodes. Feel for the epitrochlear nodes.

    Symmetry Equal, unequal

    Contour Masses [R / L], dimpling [R / L]

    Skin Redness, edema, lesions

    Tenderness Tender at, nontender

    Nipple and Areola

    Inversion, flattening / retraction, deviation to [R /L], edema

    Lymph nodes

    ANTERIOR THORAX AND LUNGS

    1. Inspect, palpate, and percuss the chest. 2. Breath sounds, adventitious sounds, transmitted voice sounds (if

    indicated)

    CARDIOVASCULAR SYSTEM

    Elevate the head of the bed to about 30 1. Observe the jugular venous pulsations, and measure the jugular

    venous pressure in relation to the sternal angle. 1. Inspect and palpate the carotid pulsations 2. Listen for carotid bruits

    HEART

    1. Inspect and palpate the precordium (note thrills, point of maximal impulse).

    2. Location, diameter, amplitude, and duration of the apical impulse 3. Listen at the apex and the lower sternal border with the bell of a

    stethoscope. Ask the patient to roll partly onto the left side while you listen at the apex.

    1. Listen at each auscultatory area with the diaphragm. 2. Listen for the first and second heart sounds 3. Listen for any abnormal heart sounds or murmurs. The patient

    should sit, lean forward, and exhale while you listen for the murmur of aortic regurgitation.

    Pericordial Area

    Flat, bulging, normodynamic, hyperdynamic, tenderness, heaves / thrills, PMI at __

    Jugular Veins Normal, distension: lying ___degrees, ___cm

    Carotid Arteries

    Easily palpable, diminution

    Heart Sounds Faint, distinct S3 S4 S1__S2 at base; S1__S2 at apex Murmur, grade __ best heard at ____

    Percussion Cardiac dullness from ___ to ___ ICS

    ABDOMEN

    Examine with the patient in supine. Examiner standing on the right side of bed.

    Inspect, auscultate, palpate and percuss. 1. Inspection

    Scars, striae, dilated veins, rashes, Umbilicus: contour, eversion, inflammation, hernia Abdominal contour: flat, scaphoid, globular, masses, pulsations

    2. Auscultation

    Bowel sounds, gurgles, bruits, Borborygmi 3. Palpation

    Deep and light palpation for masses, areas of tenderness, ballottement, characterize mass (soft, hard, doughy) Assess the liver and spleen by percussion and then palpation. Try to feel the kidneys Palpate the aorta and its pulsations.

    4. Percussion

    Fluid, shifting dullness, areas of dullness (liver, spleen and other masses) Tympany, Traubes space. For suspected kidney infection, percuss posteriorly over the costovertebral angles.

    Skin Dilated veins, striae, scar, rashes, lesions

    Umbilicus Sunken, bulging, hernia

    Configuration Flat, globular, protuberant, scaphoid Symmetrical, asymmetrical

    Bowel Sounds Normoactive ____/min, hyperactive ____/min, hypoactive ____/min Absent, dull, medium, loud

    Bruit Absent, present over _____

    Percussion Tympanitic, hyperresonant over Dull over fluid wave shifting dullness

    Palpation Muscle guarding Liver: tenderness, span CVA tenderness, rebound tenderness Splenic dullness Aorta: palpable, well-defined mass

    Psoas Sign

    Obturator Sign

    Pregnant LMP ___wks Fundic Height ____cm Fetal Position and Lie: [R / L] ______________ Fetal Presentation ____________ , ballottement FHR: ______beats/min at _________

    GENITALIA

    1. MEN Patient is standing. Examiner seated on stool. Male penis Size, circumsized, urethral meatus, ulcers, scars, tenderness,

    indurations, note scrotum and content, transilluminate; Hernia external inguinal ring

    2. WOMEN Patient is supine in lithotomy position. Examiner seated during speculum exam and standing during

    bimanual exam of uterus and adnexa. Female external genitalia Labia majora, minora, clitoris and urethral orifice Bimanual examination of vagina, cervix, uterus, adnexae,

    rectovaginal pouch Obtain Pap smear.

    RECTUM

    Men: patient is lying on his left side; examiner standing Women: patient is supine in lithotomy position; examiner is

    standing. Inspect anus and perianal area. Note lumps, inflammation and

    rashes. Ask patient to strain down and note hemorrhoids, fissures and other lesions

    Digital exam: note sphincter tone of anus, tenderness, nodules. Examine prostate, size, shape, consistency, nodularity and tenderness

    PERIPHERAL VASCULAR SYSTEM

    Upper: symmetry, nail beds, color Pulses: brachial, radial, ulnar Lower: symmetry, nail beds, color and edema; examine legs,

    assessing three systems while patient is supine.

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    -Pulses: femoral, popliteal, dorsalis pedis, posterior tibial, varicosities

    MUSCULOSKELETAL SYSTEM

    Evaluate each joint for: 1. Limitation of normal range of motion 2. Swelling 3. Deformity 4. Crepitation 5. Strength 6. Muscle atrophy By this time, you have made some preliminary observations of the

    musculoskeletal system. Use these and subsequent observations to decide whether a full musculoskeletal examination is warranted.

    Examine the hands, arms, shoulders, neck, and temporomandibular joints.

    Inspect and palpate the joints. Check their range of motion.

    NERVOUS SYSTEM

    The complete examination of the nervous system can be done at the end of the examination.

    MENTAL STATUS

    Assess the patients orientation, mood, thought process, thought

    content, abnormal perceptions, insight and judgment, memory and attention, information and vocabulary, calculating abilities, abstract thinking, and constructional ability.

    CRANIAL NERVES

    Check sense of smell, strength of the temporal and masseter

    muscles, corneal reflexes, facial movements, gag reflex, and strength of the trapezia and sternomastoid muscles.

    MOTOR SYSTEM

    Muscle bulk, tone, and strength of major muscle groups.

    CEREBELLAR FUNCTION

    Check rapid alternating movements (RAMs), point-to-point movements, such as finger-to-nose (F N) and heel-to-shin (H S); gait.

    SENSORY SYSTEM

    Pain, temperature, light touch, vibration, and discrimination. Compare right with left sides and distal with proximal areas on the

    limbs.

    DECISION MAKING IN CLINICAL MEDICINE

    EVIDENCE-BASED MEDICINE describes the integration of the best available research

    evidence with clinical judgment and experience in the care of patients.

    changes with time, research, and evidence

    CLINICAL REASONING The most important actions in medicine are not procedures or

    prescriptions but judgments (diagnoses and treatment) Research on medical expertise is best developed in the area of

    diagnostic decision making

    CLINICAL DECISION MAKING 1. Use of cognitive shortcuts as a way to organize the complex unstructured material that is collected in the clinical evaluation.

    2. Use of diagnostic hypotheses to consolidate the information and indicate appropriate management steps.

    USE OF COGNITIVE SHORTCUTS Also called heuristics or rules of thumb a type of intuitive mental process that help solve clinical

    problems with great efficiency

    1. REPRESENTATIVENESS HEURISTIC DESCRIPTION ERRORS ENCOUNTERED

    Clinician is searching for

    the diagnosis for which the patient appears to be a representative

    Makes use of the Patient history

    Allows efficient , directed, and therapeutically productive Patient evaluation

    Analogous to pattern recognition

    Failure to consider the

    underlying prevalence of 2 competing diagnoses

    Failure to consider that a pattern based on a small number of prior observations will likely be less reliable than one based on larger samples

    Example: A patient with pleuritic chest pain, dyspnea, and a low-grade fever. A clinician might consider acute pneumonia and acute pulmonary embolism to be the two leading diagnostic alternatives. Using the representativeness heuristic, the clinician might judge both diagnostic candidates to be equally likely , although doing so would be wrong if pneumonia was much more prevalent in the underlying population.

    2. AVAILABILITY HEURISTIC DESCRIPTION ERRORS ENCOUNTERED

    Involves judgments

    made on the basis of how easily prior similar cases can be brought to mind

    Recall bias Rare catastrophes and

    more recent experiences are more likely to be recalled

    Example: An experienced physician may recall a previous incident where he encountered a particular symptom. It would take some time for a novice practitioner to come up with a diagnosis.

    3. ANCHORING HEURISTIC DESCRIPTION ERRORS ENCOUNTERED

    Involves estimating a

    probability by starting from a familiar point (anchor)

    Powerful tool for diagnosis

    Very accurate, greater precision and specificity

    Looks at pretest probability and risk factors

    Often used incorrectly Pretest probabilities

    should be accounted for

    Example: A doctor may judge the probability of Coronary Artery Disease to be very high after a positive exercise thallium test because the prediction has been anchored to the test result ("positive test = high probability of CAD" ). But prediction would be inaccurate if the clinical (pretest) picture of the patient being tested indicated a low probability of disease (e.g., a 30-year-old woman with no risk factors).

    In Harrisons

    4. SIMPLICITY HEURISTIC DESCRIPTION ERRORS ENCOUNTERED

    clinicians should use

    the simplest explanation possible that will account adequately for the patient' s symptom

    How to compute for the Pack Years?

    Pack Years = No. of cigarette pack/s per day x No. of years

    he/she is

    smoking

    ex.

    Pack years = 2 packs per day x 10 years of smoking

    Answer = 20 pack years

    Pack years = 10 cigarette sticks per day x 10 years of smoking

    (Note: 1 pack = 20 cigarettes.)

    Thus, 10 cigarettes = 0.5 pack per day

    Answer = 5 pack years

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    s or findings (Occam's razor).

    USE OF DIAGNOSTIC HYPOTHESES Cognitive shortcuts play vital role in hypothesis generation Sets a context for diagnostic steps to follow Provides testable predictions Expert clinicians do not follow fixed pattern in Patient

    examinations

    Questions asked in the history and PE are driven by the hypothesis

    Clinician is on a focused search mission Negative findings are as important as positive ones! Acuity of patients illness play important role in overriding

    considerations of prevalence and other issues Non-acute conditions: prevalence of alternative diagnoses

    should play more prominent role in Diagnosis hypothesis generation.

    GENERATION OF DIAGNOSTIC HYPOTHESIS Errors can occur that can lead to serious consequences

    patient can diverge from textbook symptoms and the potential consequences of being unable to adapt to the diagnostic process to real-world challenges.

    Real clues should be distinguished from false traits High alert for clues that the initial Diagnosis may be wrong

    MAJOR INFLUENCES ON CLINICAL DECISION MAKING 1. FACTORS RELATED TO PHYSICIANS PERSONAL

    CHARACTERISTICS AND PRACTICE STYLE

    influenced by physicians knowledge, training ,experience, recollection and interpretation of available medical evidence.

    practice style also depends on the physicians specialization or area of expertise

    specialists have more familiarity with specific drugs and processes in their area of expertise and are less likely to overreact to foreseeable problems in therapy

    also influenced by opinion of influential leaders (need not to be doctors)

    Defensive Medicine: Decision making is affected by the physicians perception about the risk of malpractice suit. Involves using tests and therapies with very small marginal returns to preclude future criticism

    2. FACTORS RELATED TO THE PRACTICE SETTING relate to physical resources available physician-induced demand: refers to the remarkable ability

    to accommodate to and employ the medical facilities available to them

    also affected by availability of specialists and high tech facilities (e.g. mri, angiography suites, surgery program, etc)

    3. FACTORS RELATED TO ECONOMIC INCENTIVES closely related to other two categories financial issues can exert both stimulatory and inhibitory

    influences on clinical practice Fee-for-service: more work, more pay, doctors increase the

    number of services Capitation: provides fixed payment per patient per year,

    more patients but with fewer services provided Salary basis: receive the same amount regardless the

    amount of work done

    QUANTITATIVE METHODS TO AID CLINICAL DECISION-MAKING

    Defining the available courses of action and estimating the likely outcomes with each

    Assessing the desirability of the outcomes Expert clinical decision making can be appreciated as a

    complex interplay of cognitive processes(to simplify and organize information) and physician biases (reflecting education, training and experiences) all shaped by external forces.

    MEASURES OF TEST ACCURACY

    The purpose of performing a test on a patient is to reduce uncertainty about the patient's diagnosis or prognosis and aid the clinician in making management decisions

    The accuracy of diagnostic tests is defined in relation to an accepted "gold standard"

    Sensitivity or True-Positive Rate proportion of patients with disease (defined by the gold

    standard) who have a positive (new) test

    reflects how well the test identifies patients with disease

    Specificity or true-negative rate

    proportion of patients without disease who have a negative test reflects how well the test correctly identifies patients without

    disease

    low probability of having the disease A perfect test would have a sensitivity of 100% and a specificity of 100% & would completely separate patients w/ disease from those without it.

    Good Test: sensitivity specificity, then (+) test result = probability of having the disease Test yourself! sensitivity specificity, then (-) test result = _____ probability of having the disease

    MEASURES OF DISEASE PROBABILITY AND BAYES

    THEOREM there are no perfect tests. After every test is completed, the

    true disease state of the patient remains uncertain

    Bayes theorem: provides a mathematical way in quantitating this uncertainty from three parameters:

    o pretest probability of disease

    o test sensitivity

    o test specificity

    o likelihood ratio is the ratio of the probability of a given test result (e.g., "positive" or "negative") in a patient with disease to the probability of that result in a patient without disease

    Table 3-1 Measures of Diagnostic Test Accuracy

    Disease Status

    Test Result Present Absent

    Positive True-positive (TP) False-positive (FP)

    Negative false-negative (fn) true-negative (tn)

    Identification of patients with disease

    True-positive rate (sensitivity) = TP/(TP + FN)

    False-negative rate = FN/(TP + FN)

    True-positive rate = 1 false-negative rate

    Identification of patients without disease

    True-negative rate (specificity) = TN/(TN + FP)

    False-positive rate = FP/(TN + FP)

    True-negative rate = 1 false-positive rate

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    Positive test: the likelihood ratio is calculated as the ratio of the true-positive rate to the false-positive rate

    [or sensitivity/(1 specificity)] o For example, a test with a sensitivity of 0.90 and a

    specificity of 0.90 has a likelihood ratio of 0.90/(1 0.90), or 9. Thus, for this hypothetical test, a "positive" result is 9 times more likely in a patient with the disease than in a patient without it.

    o Most tests in medicine have likelihood ratios for a positive result between 1.5 and 20. Higher values are associated with tests that are more accurate at identifying patients with disease.

    Negative test: likelihood ratio is the ratio of the false negative

    rate to the true negative rate [or (1 sensitivity)/specificity]

    o The smaller the likelihood ratio (i.e., closer to 0) the better the test performs at ruling out disease

    MEASURES OF DISEASE PROBABILITY Pretest probability of disease = probability of disease

    before test is done o May use population prevalence of disease or more

    patient-specific data to generate this probability estimate.

    Posttest probability of disease = probability of disease

    accounting for both pretest probability and test results. Also called predictive value of the test.

    BAYES' THEOREM: Computational version

    Posttest Probability = Pretest probability x test sensitivity Pretest probability x test sensitivity + (1- pretest probability) x test false- positive rate Example: [with a pretest probability of 0.50 and a "positive" diagnostic test result (test sensitivity = 0.90, test specificity = 0.90)]: Posttest Probability= _______(0.50) (0.90)________ (0.50)(0.90) +(0.50)(0.10)

    = 0.90