Guide to the Medical History

Headshot of Laura Fralich, MD, FAAFP, CAQSM · Year 1 APM Director
Laura Fralich
MD, FAAFP, CAQSM · Year 1 APM Director
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Headshot of Janet Walker, MD · Year 2 APM Director
Janet Walker
MD · Year 2 APM Director
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Table of Contents

Protect Patient Confidentiality:
DO NOT include any Protected Health Information (PHI) in your real patient write-ups.

You may report their age but not date of birth, and do not include their first or last name.  

It may be easiest to make up a fictitious name and include it in quotes in the Pt ID section at the very beginning of the write-up. Then, use that fictitious name throughout your write-up. The name in quotes at the beginning tells us that you are consciously using a fictitious name, appropriately.

APM FMS 501–503 Guide to the Medical History

Recommended Reading

Bates’ Guide to Physical Examination and History Taking, 12th edition, Chapter 1. 

Principles of the Interview

Most diagnoses are made on the basis of a history, the physical examination, and any further investigations are often confirmatory. Fully describe the dimensions of each symptom: time, quantity, location, aggravating factors, relieving factors, quality, setting, and associated symptoms. 

The experienced clinician formulates and tests hypotheses while conducting the interview and gathering the history. Ask: “What is the worst thing this could be?” Then ask, “What else could this be?”

  • Identifying Data
  • Source/Reliability
  • Chief Complaint(s)
  • Present Illness
    • Medications
    • Allergies
  • Past History
    • Childhood Illnesses
    • Adult Illnesses
    • Health Maintenance
  • Family History
  • Personal and Social History
  • Review of Systems
Tips for Successful Interviewing
  • A helpful question for illnesses when the onset is difficult for the patient to define: “When was the last time you can remember feeling perfectly well?” 
  • Facts are statements that are true; information consists of facts presented in a useful manner.
    • Avoid writing down a whole list of “true” statements when you document your patient’s history. Think about presenting your data in a useful and logical manner. 
  • An effective approach in one patient may need to be modified for the next—good communication skills are vital to effective information-gathering.  
  • The interview is flexible, the written record is rigid. Organize your thoughts as you go, or soon after the interview is over.  
  • Have a structure in mind to compose the history of present illness, for example:

Mr./Ms./Mrs./Miss ___________(name) is a __________ year old __________ (gender, details), who is in clinic today with a chief complaint of __________ (symptoms in own words) of __________ duration. The history of the present illness begins __________ ago when s/he first noted the (gradual/sudden/other) onset of __________.

  • Elicit the Chief Complaint

    The chief complaint represents the main reason for the patient’s visit to the hospital. It should reflect what the patient is feeling. For example, you may ask, “what brought you to the hospital?” Your patient may answer, “I had a horrible burning feeling in my chest.” Or your patient may say, “My doctor said I have sinusitis.” If that’s the case, dig deeper—what was the patient feeling that led to that diagnosis? You might hear, “For the past two weeks, I’ve had the worst headaches and congestion. My face just hurts.”

  • Source/Reliability

    Who provided the history, and how reliable is that source?

  • The History of Present Illness

    Pay attention to chronological order when you record and report the history. Include details and a characterization of symptoms. Later, you will learn to incorporate pertinent positives and negatives elicited during the rest of the history, as well as in the review of systems.

    Some Memory Aids:

Get CLOSER to a diagnosis

Characteristics

Location

Onset and Duration

Symptoms associated with main concern

Exacerbating factors

Relieving factors

OPQRST-AAA

(for pain complaints)

Onset

Position/Pattern (or Provocation/Palliation)

Quality

Radiation

Severity (or Site)

Timing (or Temporal Profile)

Aggravating/Alleviating Factors

Associated Symptoms

Attributions/Adaptations

  • Medications

    • Prescriptions (current): Doses, duration, purpose (use generic drug names whenever possible)
    • Over-the-counter medications including aspirin, herbs, vitamins

  • Allergies

    • To medications (reaction?) 
    • To environmental triggers (food, pollen, animals, etc.) 

  • Past Medical History

    • Written in outline/list form, not in prose. 
    • Clarify meanings of terms—were the adenoids also removed during the patient’s tonsillectomy?  
    • Listen for patient’s own perception of health: “I’m sick all the time,” “I seem to break bones just going about my day.” 

     

    ADULT MEDICAL ILLNESSES

    Current and past medical problems 

    CHILDHOOD ILLNESSES

    • Infectious diseases (e.g. measles, mumps; people born prior to 1957 in the US often have a history of measles and mumps) 
    • Other serious illnesses 
    • Birth History (for children) 

     

    SURGICAL HISTORY

    List surgeries and approximate dates (year or age at time of surgery) 

    TRAUMA 

     

    HABITS/RISK FACTORS

    (Yes, sometimes it is in the social history) 

    • Tobacco: Years of use, number of packs per day, current use, or when quit 
    • Alcohol: Last use and amount, problems from alcohol use 
    • Drugs: Type, years of use, any injection drug use 
      diet, exercise 
    • Travel and occupational exposures 

     

    SEXUAL AND GYNECOLOGICAL HISTORY

    • Gender identification, sexual orientation, practices, and problems
    • Number of pregnancies, births, menstrual history 

     

    PREVENTIVE MEDICINE

    • Immunizations
    • Screening tests 

  • Family History

    Ask about health conditions of immediate biologic family members: grandparents, parents, siblings, and children.

    Also, ask about:   

      • Hypertension 
      • Coronary artery disease 
      • Elevated cholesterol levels 
      • Stroke  
      • Diabetes 
      • Thyroid or renal disease 
      • Tuberculosis, asthma, or lung disease 
      • Arthritis 
      • Mental illness, suicide, substance abuse disorder 
      • History of cancer, including breast, ovarian, colon, or prostate cancer 
      • Any genetically transmitted diseases.  

  • Social History

    • Home and personal background
      • Home situation and significant others, children, pets
      • Family background and upbringing
      • Ethnicity/cultural identities
      • Occupation
      • Education/last year of schooling
    • Important life experiences:
      • Military Service
      • Employment history
      • Financial Situation
      • Retirement
      • Leisure activities
      • Religious affiliation and spiritual beliefs
    • Sources of stress (recent and long-term)
    • Lifestyle habits that promote health or create risk:
      • Exercise and Diet (eg frequency of exercise, dietary supplements/restrictions, use of coffee, etc)
      • Safety measures (eg seatbelts, helmets, firearms, sunscreen, smoke detectors)
      • Tobacco, alcohol, and other drug use*
    • Alternative health care practices
    • Gender identification, sexual orientation, and practices*

In initial sessions, we will focus less on the starred items, which warrant their own in-depth exploration.  

  • Review of Systems (ROS)

General: Fevers, chills, night sweats, weight loss or weight gain (clothes fit looser or more tightly), weakness 

Dermatologic: Rashes or moles/changes in size or color of moles, changes in hair or nails 

HEENT:  

  • Head: Headaches, head injury, dizziness, or lightheadedness
  • Eyes: Changes in vision including double vision, eye pain, photophobia
  • Ears: Hearing loss, tinnitus, vertigo, otitis
  • Nose: Epistaxis, nasal stuffiness, sinus trouble, hay fever
  • Throat (oropharynx):  Bleeding gums, frequent sore throats, oral ulcers, or hoarseness 


Neck: “Swollen glands,” lumps, pain, or stiffness of the neck 

Breasts: Lumps, pain, discharge 

Respiratory: Cough, shortness of breath or wheezing, chronic sputum production, hemoptysis. 

Cardiovascular: Chest pain, dyspnea on exertion, orthopnea, paroxysmal nocturnal dyspnea, pedal edema, palpitations, or claudication. 

GI: Nausea, vomiting, abdominal pain, dysphagia, diarrhea, constipation or any change in bowel habits, hepatitis, jaundice, hematemesis, melena, hematochezia 

GU: Dysuria, frequency, urgency, hesitancy or hematuria, [men: penile discharge; women: pelvic infections, vaginal discharge, bleeding] 

MSK: Pain, swelling, redness, stiffness, or locking of joints  

Psych: Depression, anxiety, sleep disturbance, or hallucinations  

Neuro: Loss of consciousness, seizures, paralysis, weakness, numbness, or involuntary movements 

Hematopoietic: Prolonged bleeding, easy bruising, or known anemia. 

Endocrine: Polyuria, polydipsia, heat or cold intolerance