Case Presentation Checklist: Year 1

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Kimberly Beine
MD · CBL Director
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In the 501 term, students practice telling a story. The goal is to practice talking in front of others and putting together information that is meaningful. In the 502 term, the story telling becomes more refined and the student is more skilled at providing relevant information that helps formulate a differential diagnoses. The first two terms will lay the foundation for formal training in oral presentation that comes in the 503 term.

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Relevant information

Exposition

  • Who is the patient?
  • What is the problem?

Clear opening statement that includes the chief complaint (in the patient’s words).

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History

Rising action

Building tension: What is going to happen? 

HPI

Who is the patient? (demographics, risk factors)

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When did it start?

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Site of symptoms?

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Temporal pattern of symptoms?

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Severity?

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Include relevant ROS (pertinent positives and negatives)

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PMH

  • Medications and allergies.

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  • Relevant past illnesses.

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  • Relevant family history.

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  • Relevant social history.

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Physical exam

Include vital signs and general appearance.

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Explain relevant physical exam findings (pertinent positives + negatives)

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Include relevant diagnostics/imaging

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Assessment

Climax

Turning point in the story.

Make a concise summary statement.

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Present a differential diagnosis (DDx) with ≥ 3 possibilities for the chief concern and any other significant problem(s).

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Commit to a diagnosis and explain your reasoning (Why is that diagnosis most likely?)

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Plan

Falling Action

Consequences unfold

Recommend next steps in the diagnostic workup and explain your rationale for each investigation.

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