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Sorting out the Patient Data Base Helen T. Ocdol, M.D., F.P.C.P., F.P.S.N. Clinical Integration June 16, 2009 Sorting Out the Data Base • • • • • • • • • History Physical Examination Salient Features Differential Diagnoses Impression Pathophysiology of the signs and symptoms Appropriate diagnostic work-up Systematic Plan of Management Prognosis History • General Data – sex, age (DOB), address, reliability • Chief Complaint – sign/symptom/finding • History of the Present Illness – attributes/work-up/Rx - may include allergies/drug reaction • Review of Systems • Past History – when/age at occurrence Childhood illnesses/vaccination Medical – illnesses, hospitalizations, medications Surgical – operations/complications • Personal and Social History • Family History Salient Features • Subjective - history • Objective – physical exam/diagnostic work-up Pertinent positives Pertinent negatives Differential Diagnoses • Pivot – sign or symptom ex: epigastric pain – causes/location/associated SSx lab test result/diagnostic work-up result ex: elevated uric acid – causes • Reasons why you are considering this disease - based on your salient features • Reasons why you are ruling out the disease – based on the salient features Approaching the challenges of clinical data • Clustering Data into single versus multiple problems ex: age – young versus the elderly timing of symptoms – nature of the different disease involvement of different body systems • Sifting through an extensive array of data – tease out separate clusters of observations and analyze one cluster at a time – ask questions • Assessing the quality of the data - misinterpret patient’s statements, overlook information, fail to ask key questions, jump prematurely to conclusion and diagnosis, or forget an important part of the examination How do you ensure the quality of the data? • Ask open-ended questions and listen carefully and patiently to the patient’s story • Craft a thorough and systematic sequence to history – – • • taking and physical examination Keep an open mind toward both the patient and the data Always include “the worst scenario” in your list of possible explanation of the patient’s problems and ensure that it can be eliminated Analyze any mistakes in data collection or interpretation Confer with colleagues and review the pertinent medical literature to clarify uncertainties – Apply principles of data analysis to patient information and testing Clinical Impression/Diagnosis • Expound on the impression - how you arrive at the diagnosis based on the salient features - any diagnostic work-up needed to further clinch the diagnosis can be mentioned Pathophysiology • Explain the signs and symptoms manifested by your patient ex: cough – lung versus cardiac pathology drug use – manifestation Diagnostic Plan • • • • Laboratory tests – blood, urine and other body fluids, stool Biopsy - histopathology Radiologic Nuclear Sensitivity/Specificity of the test Positive or negative predictive value Pre- and Post-test probability of having the disease if the test turns out to be positive/negative Likelihood ratio can be computed if there is no value available for the post-test probability Therapeutic Plan • Non-pharmacologic treatment lifestyle changes – diet, exercise, cigarette/alcohol/drug abuse cessation • Pharmacologic – medications dose preparation route frequency duration side effects/allergies Prognosis • Progression of the disease Ex: Renal – stage of the disease • Life expectancy with the proposed treatment or without treatment References • Books • Journal articles • Up-to-date Avoid using on-line references Written reports • • • • • • • • Comprehensive Adult Health History Physical examination Salient features Problem List Assessment/Differential diagnosis Impression/Diagnosis Pathophysiology of the signs and symptoms Plan: Diagnostic work-up /Management Comprehensive Adult Health History • • • • • • • • Identifying data Reliability Chief Complaint History of the present illness Past history Family History Personal and Social History Review of System The Adult Health History • Identifying date – age, gender, occupation, marital status, religion • Reliability – depends on patient’s memory, trust & mood • Chief Complaint(s) – reason for seeking the doctor • Present Illness – amplify the chief complaint - may include pertinent medications, allergies, habits • Past History – childhood illnesses, medical, surgical, OBGyne, psychiatric history • Family History – illnesses and death with reason, age • Personal and Social History – education, household, - interests, lifestyle • Review of Systems – presence or absence of common symptoms related to each major body system INFORMANT AND RELIABILITY • Identify the informant • Sources of information for the history: - previous medical record - referral letter from a previous doctor • Description of the reliability of the informant: - “the patient is vague when describing symptoms and cannot specify details.” Percent reliability will not be used HISTORY OF THE PRESENT ILLNESS • Narrative or story regarding the patient’s chief complaint • Although the data flow spontaneously from the patient, the task of organization and the filtering and proper selection of information belongs to the historian • Chronology of symptoms and their progression of symptoms is emphasized. • All information pertinent to the present illness should be placed initially in the history HISTORY OF THE PRESENT ILLNESS • All other information contributory to the present complaint can follow: -Signs and symptoms that occurred in the past but related to the present history -Any pertinent past history • More than one complaint or concern, each merits its own paragraph and a full description • Include patient’s feelings, perception and thoughts about the illness • This information is crucial to patient satisfaction, effective health care and patient follow-though Examples • A patient with long-standing diabetes is admitted for stroke, start with events leading to it and then summarize the past history of the patient’s diabetes. • “For about 3 months, the patient has had increasing problems with frontal headache... Her headache with nausea and vomiting began at age 16, recurring throughout her mid-20’s...” Exploring the patient’s perspective (6 domains) • Thoughts about the nature and cause of the problem • Feelings, especially fears, about the problem • Patient’s expectations of the clinician and health care • Effect of the problem on the patient’s life • Prior personal or family experiences that are similar • Therapeutic approaches the patient has already tried REVIEW OF SYSTEMS • Questions may uncover problems that the patient has overlooked, particularly in areas unrelated to the present illness • Further description of additional symptoms may be necessary • Done by organ system but avoid “checklist” questioning • Avoid using “see HPI” or “Non-contributory” • Include only symptoms applicable to the patient’s age, general state of health and the historian’s clinical judgment – particularly in critically ill patients PERSONAL/SOCIAL HISTORY • Seek concerns that are applicable to the patient and his condition – source of support, coping style, lifestyle habits, safety measures, alternative health care practices • Ex: water source and number of household or family members may be relevant for typhoid fever Physical Examination • Bates’ will be our standard reference • Always report in the present tense PHYSICAL EXAMINATION • • • • • • • • • • • General Survey Vital Signs Skin Head and Neck Chest /Thorax and Lungs Breasts Cardiovascular Abdomen Musculoskeletal/Extremities Genitalia/Rectal Neurologic SALIENT FEATURES • Cluster patient information and apply clinical reasoning • Interpretation of the findings • Must include pertinent positives and negatives that will lead to the differentials and justify diagnosis • Both subjective and objective information make up the core elements of your observations – information is primarily factual and descriptive PROBLEM LIST • Should be ranked from most to least important decided on by the physician • Organize or cluster data pertaining to one problem • Resolved problems must not be put in the problem list, but instead include in the past history ASSESSMENT • Different from diagnosis • Go beyond description and observation to analysis and interpretation • Select and cluster relevant data, analyze meanings and try to explain them logically using principles of biopsychosocial and biomedical science • Historian commits to a diagnosis and provide insight into your reasoning • If unsure of your diagnosis, you should still commit to what you think is the most likely and why • Generate as broad a differential diagnosis for each problem ASSESSMENT • Use evidence-based medicine • Ex: The sensitivity fo the Homan’s sign in the diagnosis of deep venous thrombosis (DVT)of the calf is 50%. So this sign, if absent, may not be helpful because 50% of patients may still have DVT. • Take one problem at a time based on the problem list – “problem-oriented medical diagnosis” • Prognosis should be included ASSESSMENT (Example) • A 52-year-old woman has migraine headaches since childhood, with throbbing vascular pattern and frequent nausea and vomiting. Headaches are associated with stress and relieved by sleep and cold compresses. There is no papilledema and there are no motor or sensory deficits on the neurologic examination. The differential diagnosis includes tension headache, also associated with stress, but there is no relief with massage, and the pain is more throbbing than aching. There are no fever , stiff neck, or focal finding to suggest miningitis, and the lifelong recurrent pattern make subarachnoid hemorrhage unlikely (usually described as “the worst headache of my life” DIFFERENTIAL DIAGNOSIS • Can be summarized also under assessment • Include entities that are seriously being considered • Refrain from listing all causes of a symptom, syndrome or abnormal lab result • The reasons which make the differentials less likely should be stated PATHOPHYSIOLOGY • Correlate the signs and symptoms of the patient with the clinical impression – may include lab result • Explain the occurence of the sign or symptom of the patient to the diagnosis • Focused discussion on the patient • DO NOT COPY/ PASTE Plan • Focused on the patient • Do not copy/paste • Refrain from using algorithm and discussions from the textbook • Difference between Plan from the Chart Order • Comprehensive rather than a list of tests and medications • Include long-term and follow-up plans for the patient • Discuss complications and controversies in the management • The history and physical examination should be the patient’s “story” from the perspective of the clinician. • Medically sound and logical written report • A good write-up should enable the next physician who would evaluate the patient to have a clear and precise picture of the patient, along with a complete understanding of all the patient’s problems, even without him having seen the patient • A good write-up should enable the next physician who would evaluate the patient to have a clear and precise picture of the patient, along with a complete understanding of all the patient’s problems, even without him having seen the patient Have a great 3rd year!