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