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Medical History and Physical
Examination Rapid Review
Components of Medical History
2
 Identifying Data (ID)
 Chief Complaint (CC)
 History of Present Illness (HPI)
 Past Medical History (PMH)
 Current Health Status (CHS)
 Psycho Social History (PSH)
 Family History (FH)
 Review of Systems (ROS)
Identifying Data (ID)
3
Name or initials
Date of birth
Medical record number
Chief Complaint (CC)
4
 One-liner--why patient here--use patient's own
words
 How to write--patient’s age, occupation or sex,
problem & duration
History of Present Illness (HPI)
5
Story of patient’s chief complaint (CC)
Story of any active/significant illnesses patient as
which impact on HPI
History of Present Illness (HPI)
6
Story of CC:
logical
complete
chronological
History of Present Illness (HPI)
7
Story of CC (How To Ask):
start with open-ended questions
fill in with focused questions
History of Present Illness (HPI)
8
Story of CC
Describe symptoms in terms of:
– location
– quality
– quantity (severity)
– timing
– setting
– aggravating and/or alleviating factors
– associated manifestations
History of Present Illness (HPI)
9
Story of CC
document:
– prior medical Dx/Rx
– significant positives or negatives
History of Present Illness (HPI)
10
Story of CC
Document patient’s understanding of his/her illness:
– patient’s fears and concerns
– impact of illness/treatment on patient, family
History of Present Illness (HPI)
11
Story of CC
• logical, complete, chronological
• open-to-closed questioning
• characterize symptoms
• document:
– prior medical diagnoses/treatments
– significant positives/negatives
• patient's understanding of illness
Story of any active/significant illnesses patient has
which impact on HPI
Past Medical History (PMH)
12
Childhood illnesses
Immunizations
Adult illnesses
Psychiatric illnesses or Hospitalizations
Operations
Injuries/accidents
Obstetric history
Transfusions
Adult Illnesses
13
Dx & how made
Rx
Response & sequelae
Operations
14
Why
Kind
When & sequelae
Obstetric History
15
Number times pregnant
Number live births
Number abortions (spontaneous/induced)
Transfusions
16
Where
When
Why
Reactions/complications
Current Health Status (CHS)
17
Current medications--name, dose, reason, SE
Allergies/drug reactions
Health screening
Diet/sleep/exercise
Habits--tobacco, alcohol, elicit
Alternative Therapies
Psycho-Social History (PSH)
18
Marital status
Living conditions
Employment
Sexual history
Significant life events
Mental status
Family History (FH)
19
Mother/father/siblings/children
• age--health (if dead, why)
Significant illnesses that run in family
Review of Systems (ROS)
20
Characterize patient's overall health status
Review systems/symptoms from head to toe
Physical Diagnosis
21
• Goal of Physical Examination?
• How do I approach the patient
• Conducting general survey--
• What am I looking for?
• Vital Signs and why?
• How do I record all this information?
• Organization of thoughts?
The Four Cardinal Principles of
Physical Examination:
22
• Inspection
• Palpation
• Percussion
• Auscultation
– “teach the eye to see, the finger to feel, and the ear to
hear”---Sir William Osler
– (what is the fifth?)
Maintain a “watchful eye” during the
medical interview
23
• General Survey--Note:
• Level of Consciousness
• Apparent State of Health---General appearance--
Age Appropriate?
• State of Nutrition--Wasting?,…..
• Body Habitus
Watchful eye---
24
• Grooming, Hygiene----children/ elderly--?neglect---
-home/environment?
• Odors---ETOH?---ACETONE?
• Symmetry---extremities disproportionate to
trunk?….Body Markings?
• Posture and Gait….Limp?/ Upright? Unbalanced?
Pace?
– Can be noted as patient walks towards exam room
Watchful eye and Ear-----
25
• Speech
• Facial Expressions…fear?/ stoic?
• Appropriate facial responses to communication?
Signs of Distress?
26
• Address early on-----Note posture, Labored
Breathing? Sweating? Trembling….Chills?
Wincing?….Pain
Preparing For The Exam
27
• Lighting
• Equipment
• Universal Precautions
• Patient Comfort
The Science of Physical Examination
28
• Vital Signs
Blood Pressure (BP) --Arterial blood
pressure is lateral pressure exerted by a
column of blood against the arterial wall
• It is result of cardiac output & peripheral
vascular resistance
BLOOD PRESSURE
29
Arterial pressure
30
Arterial pressure
 is pulsatile
 is not constant during a cardiac cycle
1. Systolic pressure
 is highest arterial pressure during a cardiac cycle
 is measured after heart contracts (systole) and blood is
ejected into arterial system
2. Diastolic pressure
 is lowest arterial pressure during a cardiac cycle
 is measured when heart is relaxed (diastole) and blood is
returned to heart via veins
Arterial pressure (2)
31
3. Pulse pressure
 is difference between systolic and diastolic pressures
 most important determinant of pulse pressure is stroke
volume
 As blood is ejected from left ventricle into arterial system, arterial
pressure ↑ b/c of relatively low capacitance of arteries
 b/c diastolic pressure remains unchanged during ventricular
systole, pulse pressure ↑ to same extent as systolic pressure
 ↓ in capacitance, such as those that occur with aging process,
cause ↑ in pulse pressure
4. Mean arterial pressure
 is average arterial pressure with respect to time
 can be calculated approximately as diastolic pressure plus one-
third of pulse pressure
What’s The Difference???-better yet What
does it all mean?
32
• Systolic BP = The Peak Pressure in arteries,
regulated by Stroke Volume (SV) and compliance
of the blood vessels
• Diastolic BP = lowest pressure in arteries,
dependent on peripheral vascular resistance
Techniques of Exam--BP
33
• Which Cuff?…..Appropriate size.
• What if I get a different reading in one arm
vs. other?
• Right arm BP--5-10mm> than left
• Systolic BP in legs 15-20mm> than in arms
Poiseuille’s Law: relates to fact that total
resistance of vessels connected in parallel is
greater than resistance of a single large vessel
Techniques of Exam-BP
34
• How to Assess?
• Normal Values & Changes from the
Norm?…Adult, Infant, Pregnancy, Geriatric...
• Clinical Significance?…Elevation-Hypertensive,
…Low-Hypotensive…Orthostatic Changes
Techniques of Exam--Pulse
35
• Pulse= denotes the heart rate & rhythm,
condition of the arterial walls
• How to Assess?
• What do my readings tell me? Rapid?
Slow?
Vital Signs… Respiratory Rate
36
• Assessment and Techniques of exam?- *Assess
w/o the patient being aware.
• What is the Rate and Pattern? Increased rate-
(Tachypnea),? Increased Depth-(Hyperpnea)?
Cheyne-Stokes?….etc
Vital Signs
37
• Clinical significance:
• Temperature
• Weight
• Height
How do I write it all down?
38
• Complete Hx w/ ROS & PE + Labs.
• S.O.A.P Formats
• Problem Specific
• Maintaining Organization
• Remembering It All---Note as you go along---Less
lost Data
• Hospital Records, Specified Forms (Clinics,
Hospitals etc.)
• EHR (Electronic health record)
39
THE END
See next slide for links to tools
and resources for further study.
Sources and Further Study:
40
Cloud Folders
Introduction to Clinical Medicine I (ICM-1)
Introduction to Clinical Medicine II (ICM-2)
Bate’s Guide to the Physical Examination and History Taking, Lynn Bickley (with
Video)
DeGowin’s Diagnostic Examination, 9th Ed. Richard DeGowin,et al.
Textbook of Physical Diagnosis: History and Examination, Mark Schwartz. (with
Video)
A Practical Guide to Clinical Medicine, Charlie Goldberg and Jan Thompson.
(A PDF version of the website compiled by this presenter.)

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Medical Hstory and Physical Examination- Rapid Review

  • 1. Medical History and Physical Examination Rapid Review
  • 2. Components of Medical History 2  Identifying Data (ID)  Chief Complaint (CC)  History of Present Illness (HPI)  Past Medical History (PMH)  Current Health Status (CHS)  Psycho Social History (PSH)  Family History (FH)  Review of Systems (ROS)
  • 3. Identifying Data (ID) 3 Name or initials Date of birth Medical record number
  • 4. Chief Complaint (CC) 4  One-liner--why patient here--use patient's own words  How to write--patient’s age, occupation or sex, problem & duration
  • 5. History of Present Illness (HPI) 5 Story of patient’s chief complaint (CC) Story of any active/significant illnesses patient as which impact on HPI
  • 6. History of Present Illness (HPI) 6 Story of CC: logical complete chronological
  • 7. History of Present Illness (HPI) 7 Story of CC (How To Ask): start with open-ended questions fill in with focused questions
  • 8. History of Present Illness (HPI) 8 Story of CC Describe symptoms in terms of: – location – quality – quantity (severity) – timing – setting – aggravating and/or alleviating factors – associated manifestations
  • 9. History of Present Illness (HPI) 9 Story of CC document: – prior medical Dx/Rx – significant positives or negatives
  • 10. History of Present Illness (HPI) 10 Story of CC Document patient’s understanding of his/her illness: – patient’s fears and concerns – impact of illness/treatment on patient, family
  • 11. History of Present Illness (HPI) 11 Story of CC • logical, complete, chronological • open-to-closed questioning • characterize symptoms • document: – prior medical diagnoses/treatments – significant positives/negatives • patient's understanding of illness Story of any active/significant illnesses patient has which impact on HPI
  • 12. Past Medical History (PMH) 12 Childhood illnesses Immunizations Adult illnesses Psychiatric illnesses or Hospitalizations Operations Injuries/accidents Obstetric history Transfusions
  • 13. Adult Illnesses 13 Dx & how made Rx Response & sequelae
  • 15. Obstetric History 15 Number times pregnant Number live births Number abortions (spontaneous/induced)
  • 17. Current Health Status (CHS) 17 Current medications--name, dose, reason, SE Allergies/drug reactions Health screening Diet/sleep/exercise Habits--tobacco, alcohol, elicit Alternative Therapies
  • 18. Psycho-Social History (PSH) 18 Marital status Living conditions Employment Sexual history Significant life events Mental status
  • 19. Family History (FH) 19 Mother/father/siblings/children • age--health (if dead, why) Significant illnesses that run in family
  • 20. Review of Systems (ROS) 20 Characterize patient's overall health status Review systems/symptoms from head to toe
  • 21. Physical Diagnosis 21 • Goal of Physical Examination? • How do I approach the patient • Conducting general survey-- • What am I looking for? • Vital Signs and why? • How do I record all this information? • Organization of thoughts?
  • 22. The Four Cardinal Principles of Physical Examination: 22 • Inspection • Palpation • Percussion • Auscultation – “teach the eye to see, the finger to feel, and the ear to hear”---Sir William Osler – (what is the fifth?)
  • 23. Maintain a “watchful eye” during the medical interview 23 • General Survey--Note: • Level of Consciousness • Apparent State of Health---General appearance-- Age Appropriate? • State of Nutrition--Wasting?,….. • Body Habitus
  • 24. Watchful eye--- 24 • Grooming, Hygiene----children/ elderly--?neglect--- -home/environment? • Odors---ETOH?---ACETONE? • Symmetry---extremities disproportionate to trunk?….Body Markings? • Posture and Gait….Limp?/ Upright? Unbalanced? Pace? – Can be noted as patient walks towards exam room
  • 25. Watchful eye and Ear----- 25 • Speech • Facial Expressions…fear?/ stoic? • Appropriate facial responses to communication?
  • 26. Signs of Distress? 26 • Address early on-----Note posture, Labored Breathing? Sweating? Trembling….Chills? Wincing?….Pain
  • 27. Preparing For The Exam 27 • Lighting • Equipment • Universal Precautions • Patient Comfort
  • 28. The Science of Physical Examination 28 • Vital Signs Blood Pressure (BP) --Arterial blood pressure is lateral pressure exerted by a column of blood against the arterial wall • It is result of cardiac output & peripheral vascular resistance
  • 30. Arterial pressure 30 Arterial pressure  is pulsatile  is not constant during a cardiac cycle 1. Systolic pressure  is highest arterial pressure during a cardiac cycle  is measured after heart contracts (systole) and blood is ejected into arterial system 2. Diastolic pressure  is lowest arterial pressure during a cardiac cycle  is measured when heart is relaxed (diastole) and blood is returned to heart via veins
  • 31. Arterial pressure (2) 31 3. Pulse pressure  is difference between systolic and diastolic pressures  most important determinant of pulse pressure is stroke volume  As blood is ejected from left ventricle into arterial system, arterial pressure ↑ b/c of relatively low capacitance of arteries  b/c diastolic pressure remains unchanged during ventricular systole, pulse pressure ↑ to same extent as systolic pressure  ↓ in capacitance, such as those that occur with aging process, cause ↑ in pulse pressure 4. Mean arterial pressure  is average arterial pressure with respect to time  can be calculated approximately as diastolic pressure plus one- third of pulse pressure
  • 32. What’s The Difference???-better yet What does it all mean? 32 • Systolic BP = The Peak Pressure in arteries, regulated by Stroke Volume (SV) and compliance of the blood vessels • Diastolic BP = lowest pressure in arteries, dependent on peripheral vascular resistance
  • 33. Techniques of Exam--BP 33 • Which Cuff?…..Appropriate size. • What if I get a different reading in one arm vs. other? • Right arm BP--5-10mm> than left • Systolic BP in legs 15-20mm> than in arms Poiseuille’s Law: relates to fact that total resistance of vessels connected in parallel is greater than resistance of a single large vessel
  • 34. Techniques of Exam-BP 34 • How to Assess? • Normal Values & Changes from the Norm?…Adult, Infant, Pregnancy, Geriatric... • Clinical Significance?…Elevation-Hypertensive, …Low-Hypotensive…Orthostatic Changes
  • 35. Techniques of Exam--Pulse 35 • Pulse= denotes the heart rate & rhythm, condition of the arterial walls • How to Assess? • What do my readings tell me? Rapid? Slow?
  • 36. Vital Signs… Respiratory Rate 36 • Assessment and Techniques of exam?- *Assess w/o the patient being aware. • What is the Rate and Pattern? Increased rate- (Tachypnea),? Increased Depth-(Hyperpnea)? Cheyne-Stokes?….etc
  • 37. Vital Signs 37 • Clinical significance: • Temperature • Weight • Height
  • 38. How do I write it all down? 38 • Complete Hx w/ ROS & PE + Labs. • S.O.A.P Formats • Problem Specific • Maintaining Organization • Remembering It All---Note as you go along---Less lost Data • Hospital Records, Specified Forms (Clinics, Hospitals etc.) • EHR (Electronic health record)
  • 39. 39 THE END See next slide for links to tools and resources for further study.
  • 40. Sources and Further Study: 40 Cloud Folders Introduction to Clinical Medicine I (ICM-1) Introduction to Clinical Medicine II (ICM-2) Bate’s Guide to the Physical Examination and History Taking, Lynn Bickley (with Video) DeGowin’s Diagnostic Examination, 9th Ed. Richard DeGowin,et al. Textbook of Physical Diagnosis: History and Examination, Mark Schwartz. (with Video) A Practical Guide to Clinical Medicine, Charlie Goldberg and Jan Thompson. (A PDF version of the website compiled by this presenter.)