BATE'S PE and HT
Transcript of BATE'S PE and HT
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PHYSICAL EXAMINATION & HISTORYTAKING
sets the direction of clinical thinking
governs your next steps with the patient
embody time-honored skills
history: sensitive & nuanced
PE: thorough & accurate
empathic listening (an essentialelement)NOTE: Patients are unique individuals.
A. HEALTH HISTORYComprehensive Adult Health History:
[Dont forget: DATE & TIME]1. Identifying Data & Source of History
Identifying Data: age, gender,occupation, marital status
Source of History: patient, familymember or friend, letter of referral, ormedical record
Source of Referral because a writtenreport may be needed (if appropriate)
Reliability: Reflects quality of infoprovided by the patient. Usually madeat the end of the interview. Varies w/patients memory, trust, and mood.Ex: The patient is vague in describing
the symptoms, and details areconfusing.
2. Chief complaint(s)
Concerns causing the patient to seek
care Make every attempt to quote patients
own words.
Ex: My stomach hurts and I feelawful.
I have come for my regular check-up.I have been admitted for athorough evaluation of my heart.
3. Present Illness
Amplifies the CC
Complete, Clear, & Chronologic Includes patients thoughts & feelings
Pulls in relevant portions of ROScalled pertinent positives &negatives
Should reveal patients responses toSx & what effects the illness had onthe patients life
Each symptom merits its ownparagraph & full description
O Onset (4) [timing]L Location (1)D Duration (4) [timing]C Characteristics: quality &quantity (2) (3)A Aggravating/Alleviating (6)R Related S/Sx (7)T Treatment* (5) Setting in w/c the s/sx occurred
* Relate pertinent positives &pertinent negatives from ROS w/
CC(s). This designatespresence/absence of sx relevant tothe Differential Dx(most likely Dx).
OOnset SSiteP Provoking/Palliative T
TimingQ QualityR RadiationMedications used: name, dose, route, &
frequency (include home remedies,OTC, vitamins, mineral or herbalsupplements, oral contraceptives)
Allergies: include specific rxns
Tobacco use: type & pack-years; ifsomeone has quit, note how longCompute: 5 sticks/day for 10yrs = 5/20x10 = 2.5
1.5 packs/day for 12yrs = 18-pack-yr hx
Alcohol & Drug use:- avoid restricting the personal &
social hx to these topics if you placethem there
- often contributes to symptoms
Alcohol:
- Q: What do you like to drink?Tell me about your use ofalcohol.Have you ever had a drinkingproblem?When was your last drink?
CAGE Questionnaire:C Cutting down
A Annoyed by criticismsG GuiltyE Eye opener* 2 or more affirmative answers
suggest alcohol misuse: sensitivityof 43-94%, specificity of 70-96%.
*if you detect misuse, ask:
Blackouts (loss of memory)
Seizures
Accidents / Injuries
Job problems
Conflicts in relationships Legal problems
Drinking while driving / operatingmachinery
Illicit Drugs:- Q: Have you ever used any drugs
other than those required for medicalreasons?
- Last use, how often, amount
- Modes of consumption (inj, pills,inhaled, etc.)
- Adapt CAGE questions by adding or
drugs w/ each question- Once you identify substance abuse,
ask:
Able to control
Any bad reactions
Accidents, injuries, arrests
Job / Family problems
Tried to quit4. Past History
Childhood illnesses:-Measles, rubella, mumps, whooping
cough, chickenpox, rheumatic fever,scarlet fever, polio
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-Include chronic childhood illnesses
Adult illnesses :
-Medical:*DM, HTN, hepa, asthma, HIV*Hospitalizations, # & gender of
sexual partners, risky sexualpractices
-Surgical:
*Date, type, indications-Obstetric/Gynecologic :
*Obstetric hx, menstrual hx,contraception, sexual fxn
-Psychiatric:*Dx, time frame, hospitalizations,tx
Health maintenance aspects:-Immunizations
*Tetanus, pertussis, diphtheria,polio, measles, rubella, mumps,influenza, varicella, hepa B, H.Inflenzae type B, pneumococci
-Screening tests*TB, Pap smears, mammograms,
occult blood, cholesterol*Results*If patient doesnt know, written
permission may be neededA AllergiesM MedicationsP Past hospitalizationsL Last meal
E Events leading to5. Family History
Outlines / diagrams age, health, causeof death of siblings, parents,grandparents, children, grandchildren
Review the ff. conditions:-HTN, CAD, elev. Cholesterol, stroke-DM, thyroid/renal disease, arthritis-TB, asthma / lung diseases-Headache, seizure d/o-Mental illness, suicide, substance
abuse
-Allergies-Breast, ovarian, colon or prostate CA
-Genetically transmitted diseases6. Personal & Social History
Educational level, Occupation
Home situation
Support & coping, Sources of stress
Important life experiences
Personal interests
Leisure activities
Religious affiliation & Spiritual beliefs ADLs
Lifestyle (promote health/createsrisk): exercise & diet, safety mxrs, alt.HC practices
7. Review of Systems
Documents presence/absence ofcommon symptoms r/t each majorbody system
Head-to-toe
Prepare patient: The next part may
feel like a hundred questions, but theyare important.
May uncover problems the patientmay have overlooked
Organize into written format after hx& PE
Start w/ fairly general question
General: usual wt, change, clothes fit,weakness, fatigue, fever
Skin: rashes, lumps, sores, itch,dryness, change in color; hair,nail, mole changes
HEENT: Head: injury, dizziness,headache
Eyes: vision, glasses/lenses, lastexam, problems
Ears: hearing, aids, problemsNose & sinuses: problems (colds,
etc.)Throat (mouth & pharynx):
teeth, gums, dentures, lastexam, problems
Neck: swollen glands, lumps, pain,stiffness
Breasts: lumps, pain, discharge, self-examRespi: problems (cough, DOB, etc.), lastxrayCardio: problems (BP, pain,palpitations), ECGGI: problems (swallowing, appetite,
nausea, bowel habits, hemorrhoids,
jaundice, etc.)Peripheral vascular: leg cramps,claudication, varicosities, swellingextremities, color, etc.
Urinary: frequency, any discomforts,force, etc.
Genital: M: discharges, sores, mass,sexual habits, birth control
F: menarche, periods (regular,frequency, duration), amountof blood, bleeding bet. periods,LMP, dysmenorrheal; problems
(discharges, sores, lumps);menopause; pregnancies, birthcontrol
Musculoskeletal : problems (joint pain,stiffness, backache, trauma, etc.)
Psychiatric: nervousness, mood, suicideNeurologic: mood, attention, speech,
memory, fainting, seizures,weakness/paralysis, tingling pins &needles, involuntary movements
Hematologic: anemia, easy bruising,past BT, rxn
Endocrine: heat/cold intolerance;excess sweat, thirst, hunger;polyuria; change in glove/shoe size
*While talking with the patient, learn toelicit and organize these elements.
*Information will NOT spring forth in thisorder.
*In many situations, a more flexiblefocused, orproblem-oriented, interviewmay be appropriate.
*Usually, the interview will follow thepatients leads and cues.
*Choose the elements from thecomprehensive health hx that will be
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most helpful for addressing patientconcerns.
Factors:
1. Magnitude & severityof patientsproblems
2. Need for thoroughness3.The clinical setting
(inpatient/outpatient, etc.)
4. Amount oftime availableComprehensive Assessment: (Hx & PE)
For new patients
Provide fundamental &personalizedknowledge about the patient
Strengthens clinician-patient relationship
Helps identify/rule outcauses r/t aegconcerns
Provide baselines
Creates platform for health promotion
Develops proficiency in PE
Focused Assessment: (Hx & PE)
For establishedpatients
Addresses focusedconcerns
Restricted to a specific body system
Assessing asprecisely& carefully aspossible
Routine Clinical Check-up / Periodic PE* The comprehensive PE has been
scrutinized for purposes of screening andprevention of illness.
* Findings have validated the importanceof:
BP measurement
CVP from jugular venous pulse
Listening to d heart for evidence ofvalvular dse
Clinical breast examination
Detection of hepatic and splenicenlargement
Pelvic examination (pap smears)
Subjective data:
What thepatienttells you
The history(CC to ROS)
Objective data:
Whatyou detect
Physical Examination
* Knowledge of these diff. helps you clusteraeg info.* Both are equally important.
B. PHYSICAL EXAMINATION
Setting the Stage/Preparation for PE:(ALECS)1) Reflect on your APPROACH
Be straightforward
Identify yourself as a student
Try to appear calm, organized &competent
Forgetting is common, simply examinethe area out of sequence
If you know that youre going to taketime in auscultation (since u rinexperienced), inform patientbeforehand so as not to alarm him/her
Examine each region & at the sametime sense the whole patient
Note any winces or worried glance
Share info that can calm & reassurepatient
AVOID interpreting your findings
Always AVOID showing negativereactions
2) LIGHTING & ENVIRONMENT
Good lighting
*Tangential lighting casts light acrossbody surface that throws contours,depressions, elevations,moving/stationary, into sharper relief.
*Perpendicularto a surface shadowsare reduced.
Quiet environment
Awkward positions impair quality of PE
Adjust the bed/ask patient to movetoward you if it makes it easier
Be courteous to ask someone for help
3) EQUIPMENT1. Ophthalmoscope
2. Otoscope (children: allowpneumatic otoscopy)
3. Flashlight/ Penlight4. Tongue depressors
5. Ruler& flexible tape measure(cm preferably)6. Thermometer
7. Watch w/ second hand
8. Sphygmomanometer 9. Stethoscope w/ ffcharacteristics:
Ear tips should fit snugly & painlessly
Thick-walled tubing as short asfeasible to maximize transmission ofsound: 30cm (12in), no longer than38cm (15in)
Good changeover mechanismbetween bell & diaphragm
10. Reflex hammer
11. Tuning forks (128 & 512Hz)12. Q-tips, safety pins, otherdisposable objects for two-pointdiscrimination
13. Cotton for testing the sense oflight touch
14. 2 test tubes (optional) fortesting temperature sensation
15. Gloves & lubricantfor oral,vaginal or rectal exam
16. Vaginal specula & equipmentfor cytological/bacteriological study
17. Paper & Pen/Pencil4) Make the patient COMFORTABLE
Concern for privacy & patient modesty- Close nearby doors, draw curtains
Goal is to visualize one body area at atime
Briefly describe your plans beforestarting
As you proceed, keep the patientinformed
Gauge how much the patient wants to
know the findings
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Make sure instructions are courteous &clear
Be sensitive, watch patients facialexpressions
Adjust bed, rearrange pillows, addblankets for warmth
When PE is complete, tell patient yourgeneral impressions & what to expect
next If hospitalized patient, rearrange
environment, lower bed & raise bedrailsto avoid falls
Wash hands, clean your equipment, &dispose waste materials after PE
5) Choose the SEQUENCE
The key to a thorough & accurate PE isdeveloping a systematic sequence ofexam
3 goals:
1. Maximize patients comfort.2. Avoid unnecessary changes inposition
3. Enhance clinical efficiency In general, move form head-to-toe
If patient is at bed rest, examine head,neck, & anterior chestwhile supine. Rollpatient to examine lungs, back, & skin.Roll back & finish the rest.
Cardinal Techniques of Examination:
INSPECTION: appearance, behavior, skin,
etc.PALPATION: tactile pressure from palmarfingers to fingerpads.
PERCUSSION: use of striking/plexorfingeragainst the distalpleximeterfingerto evoke sound.
AUSCULTATION: use of diaphragm/bell ofthe stethoscope to detect heart,lung, bowel sounds, & bruits overvessels.
Standard & Universal Precautions (CDC Centers for Disease Control &
Prevention): Standard & MRSA precautions
- All blood, body fluids, secretions,excretions may contain transmissibleinfectious agents EXCEPT sweat,nonintact skin, & mucous mem.
- Applies to all patients in any setting- Hand hygiene; gloves; gowns; mouth,
nose & eye protection; respiratoryhygiene & cough etiquette; patient
isolation; equipment & laundry prec.;safe needle-injection practices.- Change your white coat frequently
Universal precautions- Prevent transmission of HIV, HBV, other
blood-borne pathogens- The ff. fluids are considered potentially
infectious:
All blood & other body fluids containingblood, semen, & vaginal secretions
CSF, synovial, pleural, peritoneal,pericardial, & amniotic fluids
- Gloves, gowns, aprons, masks, & eyewear- Safe injections, prevention of injury from
needlesticks, scalpels, & other sharpinstruments
- Report IMMEDIATELY if injury occurs.
Comprehensive Adult PhysicalExamination:
1. General Survey- health, height, weight, build, sexualdevt- posture, motor activity, gait- hygiene, odor- facial expressions, reactions- manner or speaking- awareness, LOC
2. Vital signs (Sitting position)3. Skin- moisture/dryness- temperature- lesions- [I&P] hair, nails4. HEENT
Head: hair, scalp, skull, face
Eyes: acuity, fields, position &alignment, eyelids, sclera,conjunctiva; cornea, iris, lens(oblique lighting); PERRLA;extraocular movements;ophthalmoscope inspect fundi (dimroom)
Ears: auricles, canals, drums, acuity,
Webertest (lateralization), Rhinnetest (air & bone conduction)Nose & Sinuses: external nose (use light
& nasal speculum), nasal mucosa,septum, turbinates, [P] tendernessof sinuses
Throat: lips, mucosa, gums, teeth,tongue, palate, tonsils, pharynx,cranial nerves
5. Neck - [I&P] cervical lymph nodes, masses,unusual pulsations, deviation of
trachea, sound & effort of breathing,thyroid gland (go behind)6. Back - [I&P] spine & muscles, shoulder ht &symmetry7. Posterior Thorax & Lungs- [I&P] spine & muscles of upper back- [I,P,P] chest, identify diaphragmaticdullness- [A] breath sounds, adventitious sounds,
transmitted voice sounds8. Breasts, Axillae, & Epitrochlear
Nodes- [I] arms relaxed, elevated, thenpressed on hips- axillae, [P] nodes, epitrochlear nodes
- musculoskeletal exam: hands, arms,shoulders, neck, & Temporomandibularjoints
- [P] breasts9. Anterior Thorax & Lungs- [I,P,P] chest- [A] breath sounds, transmitted voicesounds
10. Cardiovascular System
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- jugular venous pulsations, mxr jugularv. pxr- [I&P] carotid pulsations, [A] carotidbruits- [I&P] precordium, apical impulse- [A] using diaphragm: each auscultatoryarea
using bell: apex & lower sternal
border listen for 1st & 2nd heart sounds & for
physiologic splitting of 2nd heartsound
listen for abnormal heart sounds
11.Abdomen [I,A,P,P]- Palpate lightly then deeply- [Pe,Pa] liver & spleen, kidneys- Palpate aorta & its pulsations12. Lower Extremities
Supine
Peripheral Vascular System [I,P]- femoral & popliteal pulses- inguinal lymph nodes- edema, discoloration, ulcers
Musculoskeletal System- deformities / enlarged joints- ROM
Nervous System- muscle bulk, tone, & strength- sensation & reflexes- observe for abnormal movements
Standing (while you sit in a stool)
Peripheral Vascular System- inspect varicose veins
Musculoskeletal System- alignment of spine, ROM- alignment of legs, & feet
Genitalia & Hernias in Men- examine penis & scrotal contents- check for hernias
Nervous System- gait, ability to walk heel-to-toe, ontoes, on heels, hop in place, & shallowknee bends
-Do a Romberg test & check forpronator drift
13.Nervous System (5 segments)
Mental Status:- orientation- mood- thought process & content- abnormal perceptions
- insight & judgment- memory & attention- information & vocabulary- calculating abilities- abstract thinking- constructional ability
Cranial Nerves:- smell- temporal & masseter muscles- corneal reflexes- facial movements- gag reflex
- trapezia & sternomastoid muscles Motor System:
- muscle bulk, tone, strength, gait- cerebellar function: repid alternating
movements (RAMs), point-to-pointmovements e.g. finger-to-nose,heel-to-shin
Sensory System:- pain, temperature, light touch,vibration discrimination
-compare R w/ L sides & proximal w/
distal area Reflexes:
- biceps, triceps, brachioradialis,patellar, Achilles deep tendonreflexes, plantar & Babinski reflexes
14. Additional Examinations
Rectal Examination in Men:- [I] sacrococcygeal & perianal areas- [P] anal canal, rectum, & prostate- If patient cannot stand, examine
genitalia first before rectal exam
Genital & Rectal Exam in Women:
- [I] external genitalia, vagina, & cervix- Obtain Pap smear
- [P] uterus & adnexa bimanually
RADJA,NASHEERA