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Principles ofPrinciples of historyhistory taking taking
Reviewing the Chart:Reviewing the Chart:
The medical chart give you valuable The medical chart give you valuable information about past diagnosis and information about past diagnosis and treatmenttreatment
You should look at the identifying data You should look at the identifying data (age, gender, address, (age, gender, address, marital status, marital status, health insurance, the medication list, the health insurance, the medication list, the documentation of allergies)documentation of allergies)
Clinician’s BehaviorsClinician’s Behaviors
As you observe the patient throught the As you observe the patient throught the interview, the patient will be watching youinterview, the patient will be watching you
You should be sensitive to those messages You should be sensitive to those messages and manage them as well as you canand manage them as well as you can
Posture, gesture, eye contact, and words can Posture, gesture, eye contact, and words can express interest, attention, acceptance, and express interest, attention, acceptance, and understandingunderstanding
The skilled interviewer seems calm and The skilled interviewer seems calm and unhurried, even when time is limitedunhurried, even when time is limited
Clinician’s AppearanceClinician’s Appearance
Cleanliness, neatness and a name tag are reassuring to the patient.
Remember that you want the patient to trust you
Note takingNote taking
You need to write down much of what you learn in a health history
The EnviromentThe Enviroment Make the setting as private as possible
Learning about the Patient’s iIlnessLearning about the Patient’s iIlness
Greeting the PatientGreeting the Patient Greet the patient and introduce yourself Greet the patient and introduce yourself
by nameby name If this is the first contact, clarify your If this is the first contact, clarify your
role, such as stating your status as a role, such as stating your status as a student and explaining your relation to student and explaining your relation to the patient’s carethe patient’s care
When other individuals are present, ask When other individuals are present, ask the permission of the patient to conduct the permission of the patient to conduct the interview in front of themthe interview in front of them
The Patient’s ComfortThe Patient’s Comfort
Be alert to the patient’s comfort
Comprehensive historyComprehensive history
Data and time of history: the date is Data and time of history: the date is importantimportant
Identifying data: including age, gender, Identifying data: including age, gender, maritual status and occupationmaritual status and occupation
Source of history: such as patient, family, Source of history: such as patient, family, friend, officer, consultant, medical recordfriend, officer, consultant, medical record
Chief complaintsChief complaints
Comprehensive historyComprehensive history
Present illnesPresent illnes Current medication: including dose and Current medication: including dose and
frequency of usefrequency of use AllergiesAllergies Past historyPast history Childhood illnesses: such as measles, Childhood illnesses: such as measles,
rubella, mumps, whooping cough, chicken rubella, mumps, whooping cough, chicken pox, rheumatic fever, poliopox, rheumatic fever, polio
Comprehensive historyComprehensive history
Adult illnesses:Adult illnesses:
MedicalMedical
1.1. Diabetes mellitusDiabetes mellitus
2.2. HypertensionHypertension
3.3. HepatitisHepatitis
4.4. AsthmaAsthma
5.5. HIVHIV
Comprehensive historyComprehensive history
Adult illnesses:Adult illnesses:
Surgical: include dates, indication, outcomeSurgical: include dates, indication, outcome
Obstetric/ Gynecologic: inculde obstetric Obstetric/ Gynecologic: inculde obstetric history, menstruation history, birth control, history, menstruation history, birth control, number and gender of partners, at-risk number and gender of partners, at-risk practisespractises
Psychiatric: include dates, diagnosis, Psychiatric: include dates, diagnosis, hospitalisations, treatmenthospitalisations, treatment
Current health statusCurrent health status
Tobacco (type used, amount and duration of Tobacco (type used, amount and duration of use)use)
Alcohol (type used, amount and duration of Alcohol (type used, amount and duration of use)use)
Drugs (type used, amount and duration of Drugs (type used, amount and duration of use)use)
Current health statusCurrent health status
Exercise and dietExercise and diet Immunisations: Immunisations: 1.1. TetanusTetanus2.2. PertussisPertussis3.3. DiphteriaDiphteria4.4. PolioPolio5.5. MeaslesMeasles6.6. RubellaRubella7.7. MumpsMumps8.8. InfluenzaInfluenza9.9. Hepatitis BHepatitis B
Family historyFamily history
Age and health, or age and couse of death of Age and health, or age and couse of death of each immediate family members (parents,each immediate family members (parents,
siblings, spouse, and children)siblings, spouse, and children)
Date of grandparents and grandchildren Date of grandparents and grandchildren may also be usefulmay also be useful
Family historyFamily history
Diabetes mellitusDiabetes mellitus Heart diseaseHeart disease HypercholeterolemiaHypercholeterolemia High blood pressureHigh blood pressure StrokeStroke Kidney diseasesKidney diseases
Family historyFamily history
ArthritisArthritis AnemiaAnemia AllergiesAllergies AsthmaAsthma HeadachesHeadaches Mental illnessMental illness
Family historyFamily history
TuberculosisTuberculosis CancerCancer DrugsDrugs EpilepsyEpilepsy
Personal and Social HistoryPersonal and Social History
Occupation and educationOccupation and education
Home situationHome situation
Daily lifeDaily life
Leisure activites/hobbiesLeisure activites/hobbies
Present illnessPresent illness
The principal symptoms should be discribed in The principal symptoms should be discribed in terms of:terms of:
1.1. LocationLocation2.2. QualityQuality3.3. Quantity and severityQuantity and severity4.4. TimingTiming5.5. Factors that have aggrevated or relievedFactors that have aggrevated or relieved
themthem
Review of systemsReview of systems
General:General: Weight, recent weight changeWeight, recent weight change WeaknessWeakness FatiqueFatique FeverFever
Review of systemsReview of systems
Skin:Skin: Rashes, Rashes, lumps,lumps, sores, sores, itching,itching, dryness,dryness, color changecolor change Hair and nails changesHair and nails changes
Review of systemsReview of systems
HeadHead: headache, head injury, dizziness: headache, head injury, dizziness EyesEyes: vision, glasses, contact lenses, pain, : vision, glasses, contact lenses, pain,
redness, dryness, double vision, spots, redness, dryness, double vision, spots, flashing lights, glaucoma, cataractaflashing lights, glaucoma, cataracta
EarsEars: hearing, vertigo: hearing, vertigo Nose an sinusesNose an sinuses: frequent cold, nasal : frequent cold, nasal
stuffiness, hay fever, sinus troublestuffiness, hay fever, sinus trouble
Review of systemsReview of systems
Mouth and throutMouth and throut: condition of teeth, gums, bleeding : condition of teeth, gums, bleeding gums,sore tonque, dry mouth, frequnt sore throats, gums,sore tonque, dry mouth, frequnt sore throats, hoursenesshourseness
NeckNeck: lumps, „swollen glands”,goiter pain: lumps, „swollen glands”,goiter pain
BreastBreast: lumps, pain and discomfort: lumps, pain and discomfort
RespiratoryRespiratory: cough, sputum (color quantity): cough, sputum (color quantity)hemoptysis, dyspnea, wheezing, asthma, bronchitis, hemoptysis, dyspnea, wheezing, asthma, bronchitis, emphysema, pneumonia, tuberculosisemphysema, pneumonia, tuberculosis, ,
Review of systemsReview of systems
CardiacCardiac: : heart trouble, heart trouble, high blood pressure,high blood pressure, rheumatic fever,rheumatic fever, heart murmurs, heart murmurs, chest pain or discomfort,chest pain or discomfort, palpitations, dyspnoe, orthopnoe, palpitations, dyspnoe, orthopnoe,
paroxysmal nocturnal dyspnoe, edemaparoxysmal nocturnal dyspnoe, edema
Review of systemsReview of systems
GastrointestinalGastrointestinal:: Trouble swallowingTrouble swallowing HeartburnHeartburn AppetiteAppetite NauseaNausea VomitingVomiting RegurgitationRegurgitation Vomiting of bloodVomiting of blood
Review of systemsReview of systems
GastrointestinalGastrointestinal::Bowel movementsBowel movementsColor and size of stoolsColor and size of stoolsChange of bowel habitsChange of bowel habitsRectal bleedingRectal bleedingBlack tarry stoolsBlack tarry stoolsHemorrhoidsHemorrhoidsConstipationConstipationDiarrheaDiarrhea
Review of systemsReview of systems
Gastrointestinal:Gastrointestinal:
Abdominal painAbdominal pain
Food intoleranceFood intolerance
JaundiceJaundice
Liver or gallbladder troubleLiver or gallbladder trouble
hepatitishepatitis
Review of systemsReview of systems
Urinary:Urinary: Frequency of urinationFrequency of urination PolyuriaPolyuria NocturiaNocturia Burning or pain on urinationBurning or pain on urination HematuriaHematuria UrgencyUrgency Reduces caliber or force if the urinary streamReduces caliber or force if the urinary stream IncontineceIncontinece stonesstones
Review of systemsReview of systems
GenitalGenital::Female:Female: Age at menarcheAge at menarche RegularityRegularity FrequencyFrequency Duration of periodsDuration of periods Amount of bleedingAmount of bleeding Last periodLast period
Review of systemsReview of systems
Genital:Genital:Femal:Femal: DysmenorrheaDysmenorrhea Premenstrual tensionPremenstrual tension Age at menopausaAge at menopausa ItchingItching Sexually transmitted diseasesSexually transmitted diseases Number of pregnanyciesNumber of pregnanycies Number and type of deliveryNumber and type of delivery Number of abortionNumber of abortion
Review of systemsReview of systems
Genital:Genital:
Male:Male: HerniasHernias Testicular painTesticular pain Sexually transmitted diseasesSexually transmitted diseases
Review of systemsReview of systems
Periferla vascular:Periferla vascular: Intermitten claudicationIntermitten claudication Leg crampsLeg cramps Varicose veinsVaricose veins Past clots in the veins Past clots in the veins
Review of systemsReview of systems
Musculoskeletal:Musculoskeletal: Muscle pain, weaknessMuscle pain, weakness Joint painJoint pain StiffnessStiffness ArthritisArthritis GoutGout BackacheBackache
Review of systemsReview of systems
Neurologic:Neurologic:
1.1. SeizeresSeizeres
2.2. WeaknessWeakness
3.3. ParalysisParalysis
4.4. Numness or loss of sensationNumness or loss of sensation
5.5. TremorTremor
Review of systemsReview of systems
HematologicHematologic AnemiaAnemia Easy bruising or bleedingEasy bruising or bleeding Past transfusionPast transfusion
Review of systemsReview of systems
EndocrineEndocrine Thyroid troubleThyroid trouble Heat or cold intoleranceHeat or cold intolerance Excessive sweatingExcessive sweating DiabetesDiabetes Excessive thirst or hungerExcessive thirst or hunger polyuriapolyuria
Establishing RapportEstablishing Rapport
The initial contact with the patient sets the foundation The initial contact with the patient sets the foundation for the relationshipfor the relationship
Good interviewing technique allows patients to Good interviewing technique allows patients to recount their own stories spontaneouslyrecount their own stories spontaneously
You should listen actively and watch for clues to You should listen actively and watch for clues to important symptoms, emotions events, and important symptoms, emotions events, and relationshipsrelationships
You can than guide the patient into telling you more You can than guide the patient into telling you more about the areas that seem most significant.about the areas that seem most significant.
This is done by using This is done by using direct questioningdirect questioning Questionts should proceed from the general to the Questionts should proceed from the general to the
specificspecific
Sometimes patients seem quite unable to describe Sometimes patients seem quite unable to describe their symptoms without helptheir symptoms without help
Offer multiple-choice answersOffer multiple-choice answers” Is your pain ” Is your pain achingaching, , sharp, pressing, burning, shooting, or whatsharp, pressing, burning, shooting, or what??
Use lanquage that is undestandable and appropiate to Use lanquage that is undestandable and appropiate to the patientthe patient
Establishing the sequence and time course of the Establishing the sequence and time course of the patient’s symptoms is importantpatient’s symptoms is important
You can encourage a chronologic account by such You can encourage a chronologic account by such questions as” questions as” What thanWhat than?” or „?” or „What happened nextWhat happened next?”?”
Generating and Testing Generating and Testing Diagnostic HypothesesDiagnostic Hypotheses
As you learn about the patient’s story As you learn about the patient’s story and the symptoms, you should be and the symptoms, you should be generating hypotheses about what body generating hypotheses about what body systems might be involved by a systems might be involved by a pathologic processpathologic process
For example, leg pain, suggests a For example, leg pain, suggests a problem in the peripheral vascular, problem in the peripheral vascular, musculoskeletal, or nervous systemmusculoskeletal, or nervous system
1. Its location.Where is it? Does it radiate?1. Its location.Where is it? Does it radiate? 2. Its quality. What is it like?2. Its quality. What is it like? 3. Its quantity or severity. How bad is it?3. Its quantity or severity. How bad is it? 4. Its timing. When did or does it start? 4. Its timing. When did or does it start?
How long does it last? How often does it How long does it last? How often does it come?come?
5. The setting in which it occurs, including 5. The setting in which it occurs, including enviromental factors, personal activities, enviromental factors, personal activities, emotional reactions.emotional reactions.
6. Factors that make it better or worse.6. Factors that make it better or worse.