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Physical Diagnosis 1 · Exam 3 — Study Guide

PAJ 5300 Physical Diagnosis I · Class of 2028

Covers the 2 Exam 3 lecture topics posted so far: Pelvic Exam (Female Genitalia) and Breast Examination · more sections will be added as later Exam 3 lecture decks are covered · Instructional Objectives (IOs) flagged per lecture

1 · Pelvic Exam (Female Genitalia)

Instructional Objectives

  1. Review the anatomy of the female internal and external genitalia.
  2. Discuss the proper clinical skills for a comprehensive examination of the female internal and external genitalia.
  3. Demonstrate the proper clinical skills for a comprehensive examination of the female internal and external genitalia.

1.1 · Objective 1 — Review the anatomy of the female internal & external genitalia

External structureDescription
Mons pubisHair-covered fat pad over the symphysis pubis, inverted-triangle hair pattern
Labia majoraRounded folds of adipose/connective tissue, mons to past the posterior commissure
Labia minoraThin, pink-red folds, extend anteriorly to form the prepuce
VestibuleFossa medial to the labia minora (urethral meatus, introitus)
Skene's glandsPeriurethral glands, openings beside the urethral meatus
Bartholin's glands"Greater vestibular glands," openings at 5 & 7 o'clock
PerineumArea between the introitus and the anus

Internal structures: the vagina (hollow muscular tube between the bladder and rectum, mucosal rugae absent in children/post-menopause, fornices surrounding the cervix); the uterus (body at a right angle to and inclined forward over the bladder; fundus = domed superior area; cervix's external os is round in nulliparous women, slit-like after childbirth); fallopian tubes (fimbriated distal ends) and ovaries (suspended at the level of the ASIS (anterior superior iliac spine)); and the Pouch of Douglas (retrouterine peritoneal cul-de-sac, reachable on rectal exam).

1.2 · Objectives 2 & 3 — Clinical skills: exam preparation & positioning

Empty bladder first — a full bladder compromises the bimanual exam, impedes organ palpation, and causes discomfort. Elevate the head/shoulders to relax abdominal muscles, keep arms never over the head (which tenses the abdomen), depress the drape midline for eye contact, and explain each step before proceeding.

Equipment: good lighting, pen light (if the speculum lacks a light adapter), correctly sized vaginal speculum, water-soluble lubricant (never gel — it interferes with the Pap smear), and Pap smear equipment (cotton swab, spatula, brush, glass slide, fixative spray).

1.3 · Objectives 2 & 3 — Clinical skills: external, speculum, bimanual & rectovaginal technique

StepTechnique
External inspectionAssess Tanner staging; inspect for inflammation, ulceration, discharge; retract labia majora/minora to expose structures
Bartholin's palpationIndex finger internal (posterior introitus), thumb external, palpate at 5 & 7 o'clock
Speculum insertionEnlarge introitus with 2-finger downward pressure posteriorly; insert closed at a 45° downward angle along the posterior wall; rotate to horizontal once fully inserted
Cervical inspectionOpen speculum, "cup" the cervix into view; inspect os color/position/pathology
Pap smearCotton swab (endocervical, rolled + painted on slide), spatula scrape (squamocolumnar, full circle), cervical brush (rotate tip in os)
Bimanual examPalpate cervix/fornices (normal: 1-2cm movement, no pain); "grasp" uterus between abdominal + pelvic hands; palpate ovaries via corresponding fornix + abdominal hand
Rectovaginal examNew outer glove; index finger vaginal, middle finger anal (patient bears down); palpate rectovaginal septum & posterior fornix; check sphincter tone on withdrawal
Key safety/technique pearls: never use gel lubricant (it interferes with the Pap smear), always confirm the bladder is empty first, always explain each step before proceeding, and use smooth, unhurried movements throughout.

2 · Breast Examination

Instructional Objectives

  1. Review the anatomy of the breast and axillary lymph nodes.
  2. Discuss the lymphatic drainage of the breast and chest.
  3. Discuss the stages of breast development.
  4. Discuss the proper clinical skills for a comprehensive examination of the breast.
  5. Demonstrate the proper clinical skills for a comprehensive examination of the breast.

2.1 · Objectives 1 & 2 — Anatomy of the breast & axillary nodes; lymphatic drainage

The breast lies between the 2nd and 6th rib, 2/3 superficial to the pectoral muscle and 1/3 superficial to the serratus anterior. Glandular tissue is organized into lobes around the nipple, each drained by its own duct (dilating at the areola to accumulate milk during lactation). Cooper's ligament is the fibrous suspensory ligament connecting skin to breast fascia; adipose tissue surrounds the glandular tissue both superficially and deeply.

Vascular supplySource
Medial quadrantInternal thoracic artery perforating branches + anterior intercostal artery branches
Lateral quadrantsThoracoacromial (pectoral branches) + lateral thoracic artery (external mammary branch)
~75% of breast lymphatic drainage empties into the axillary nodes. Medial portions drain to the internal mammary (parasternal) nodes; some vessels cross the midline to the contralateral breast; inferior lymphatics can drain to subdiaphragmatic/abdominal/hepatic pathways.

Axillary node groups: pectoral (anterior, drains most breast tissue), subscapular (posterior), lateral (upper humerus), central (high in axilla, most frequently palpable), and infra-/supraclavicular (receive from central nodes).

2.2 · Objective 3 — Stages of breast development

Tanner stageFindings
1Preadolescent — nipple elevation only, no breast bud
2Breast bud stage — round mound, increased areola diameter
3Further enlargement, areola and breast still confluent
4Areola/nipple project as a secondary mound above the breast
5Nipple projection only, areola recedes to breast contour

Pregnancy: enlargement (glandular hyperplasia, increased vascularity), increased nodularity, nipples/areolae darken and enlarge, colostrum (thick yellow discharge) late in pregnancy. Aging: breasts diminish in size, glandular tissue atrophies and is replaced by adipose tissue, ducts become palpable as firm strands.

2.3 · Objectives 4 & 5 — Clinical skills: inspection & palpation technique

No equipment needed; be sensitive to the patient (premenstrual breasts are more tender). Sitting position for inspection (exaggerates dimpling/retraction) — static (arms at sides) then dynamic (arms overhead, hands pressed on hips, lean forward if pendulous), observing for skin tethering, retraction, dimpling, and asymmetric movement. Note color (redness = cancer/inflammation), thickening (cancer), size/symmetry (some asymmetry is normal), contour, and masses. Nipple: inversion can be a normal variant, but retraction is concerning for cancer; rash/discharge suggests Paget's disease.

Supine position for palpation: pillow under the ipsilateral shoulder, arm over/behind the head to spread the breast evenly. Use finger pads of the 2nd, 3rd, 4th fingers in a systematic vertical-strip pattern, applying light, medium, and deep pressure. Assess consistency (varies with adipose vs. glandular tissue — physiologic nodularity is normal), tenderness, nodules (masses larger/qualitatively different from surrounding tissue), and mobility relative to skin and chest wall. Implant patients: press firmly at the implant edges to feel the ribs beneath.

Axillary lymph nodes are palpated systematically (pectoral, subscapular, lateral, central, apical, infra-/supraclavicular), assessing size, consistency, mobility, and tenderness.

3 · Musculoskeletal Physical Examination

Instructional Objectives

  1. Review the anatomy of the joints.
  2. Discuss the proper clinical skills for a comprehensive musculoskeletal examination of the following: Temporomandibular Joint (TMJ), Spine, Upper extremities, Lower extremities.
  3. Demonstrate the proper clinical skills for a comprehensive musculoskeletal examination of the following: Temporomandibular Joint (TMJ), Spine, Upper extremities, Lower extremities.

3.1 · Objective 1 — Review the anatomy of the joints

Articular structures: joint capsule, articular cartilage, synovium/synovial fluid, intra-articular ligaments, juxta-articular bone. Extra-articular: periarticular ligaments, tendons, bursae, muscle, fascia, bone, nerve, overlying skin.

StructureWhat it connects / is
LigamentRopelike fibrous bundle connecting bone to bone
TendonStrong inelastic collagen fibers connecting muscle to bone
CartilageCollagen matrix overlying bony surfaces
BursaSynovial-fluid pouch cushioning tendon/muscle movement over bone
Joint typeMovementExample
SynovialFreely movable; articular cartilage + synovial cavity/fluidShoulder, knee
FibrousNo appreciable movementSkull sutures
CartilaginousSlightly movable; fibrocartilage discs (nucleus pulposus)Intervertebral
Synovial subtypes: spheroidal (ball-and-socket — shoulder, hip; wide-ranging motion), hinge (one plane, flexion/extension — elbow, interphalangeal joints), and condylar (surfaces not dissociable — knee, temporomandibular joint).

3.2 · Objectives 2 & 3 — Clinical skills: exam order (IPROMS) & muscle grading

Order of examination — IPROMS: Inspection (LOOK: posture, symmetry, deformity, curvature, wasting, swelling), Palpation (FEEL: tenderness, warmth, irregularities), Range of motion, and Special maneuvers. Active ROM = the patient moves the joint; passive ROM = the examiner moves it (compare end points; note pain and crepitus).

GradeMuscle strength (0–5 scale)
0No evidence of movement
1Trace of movement
2Full range of motion, but not against gravity
3Full range of motion against gravity, not against resistance
4Full range against gravity + some resistance (weak)
5Full range against gravity + full resistance (normal)

3.3 · Objectives 2 & 3 — Clinical skills: TMJ, spine, and upper & lower extremities

Temporomandibular joint: place fingertips just in front of the tragus; test open/close, lateral, protrude/retract. Shoulder joints: glenohumeral (humeral head + glenoid fossa), sternoclavicular (medial clavicle + sternum), acromioclavicular (lateral clavicle + acromion); rotator cuff = SITS (supraspinatus, infraspinatus, teres minor, subscapularis). Elbow: the ulnar nerve is palpated posteriorly between the olecranon and the medial epicondyle.

Joint / motionNormal range of motion
Cervical flexion / extension45° / 55°
Cervical lateral bend / rotation40° / 70°
Thoracolumbar forward flexion40–60°
Elbow flexion / extension160° / 0 to −5°
Wrist flexion / extension75–90° / 65–90°
Hip flexion / extension110–130° / 30°
Knee flexion~130°
Ankle dorsiflexion / plantar flexion10–20° / 35–50°

4 · Neurological Exam (Central & Peripheral Nervous System)

Instructional Objectives

  1. Review the anatomy of the nervous system and associated dermatomes.
  2. Discuss the proper clinical skills for a comprehensive examination of the following: Mental status, Central nervous system, Peripheral nervous system, Cerebellar function, Cutaneous and deep tendon reflexes.
  3. Demonstrate the proper clinical skills for a comprehensive examination of the following: Mental status, Central nervous system, Peripheral nervous system, Cerebellar function, Cutaneous and deep tendon reflexes.

4.1 · Objective 1 — Review the anatomy of the nervous system & dermatomes

The neuro exam has six categories: mental status, cranial nerves, motor system, reflexes, sensory system, and coordination/station/gait. The central nervous system is the brain and spinal cord; the peripheral nervous system is the 12 cranial nerves and 31 pairs of spinal nerves (anterior/ventral motor root, posterior/dorsal sensory root).

PathwayCarries
Spinothalamic tractsPain & temperature
Posterior columnsVibration, position sense (proprioception)
Corticospinal tractVoluntary motor (tested by the plantar/Babinski response)
Equipment note: a 128 Hz tuning fork tests vibratory sense; a 512 Hz fork is used for the Rinne and Weber hearing tests.

4.2 · Objectives 2 & 3 — Clinical skills: mental status

Level of consciousnessResponse
AlertOpens eyes, responds fully and appropriately
LethargicDrowsy; rouses to voice, then falls asleep
ObtundedOpens eyes but responds slowly; decreased interest
StuporRouses only to painful stimuli; lapses back when it stops
ComaUnarousable; no response to painful stimuli

Orientation: person, place, time = ×3; adding event = ×4. Also assess language (aphasia — comprehension, repetition, naming), memory (recent/remote), calculation (serial sevens, spelling “WORLD” backwards), visuospatial (copy shapes), and abstract reasoning (proverbs).

4.3 · Objectives 2 & 3 — Clinical skills: central nervous system (cranial nerves)

NerveFunction & test
I OlfactorySmell — identify a familiar odor in each nostril
II OpticVision — acuity (chart), fundi, visual fields, pupillary light reflex (test acuity before shining light)
III OculomotorPupil constriction (PERRL), eyelid elevation, most eye movements
IV TrochlearSuperior oblique (“SO4”)
V TrigeminalFacial sensation (3 divisions) + mastication (temporalis, masseter)
VI AbducensLateral rectus (“LR6”)
VII FacialFacial expression — raise brows, close eyes tight, smile, puff cheeks
VIII VestibulocochlearBalance & hearing
IX & X Glossopharyngeal/VagusSay “Ah” (palate/uvula rise), gag reflex, swallowing
XI AccessoryShrug shoulders (trapezius) & turn head (sternocleidomastoid)
XII HypoglossalProtrude tongue & move side to side (watch for deviation)

4.4 · Objectives 2 & 3 — Clinical skills: peripheral NS, cerebellar function & reflexes

Motor: inspect bulk, assess tone (resistance to passive stretch), and grade strength 0–5 (5 = full movement against resistance without fatigue).

Deep tendon reflexRoots
BicepsC5, C6
BrachioradialisC5, C6
TricepsC6, C7
Patellar (quadriceps)L2, L3, L4
Achilles (ankle)S1
Reflex grading: 0 = absent, 1+ = diminished, 2+ = normal, 3+ = brisk, 4+ = hyperactive with clonus. The normal adult plantar (Babinski) response is downgoing (toe flexion); an upgoing toe reflects a corticospinal lesion.

Sensory: test pain/temperature (spinothalamic), position/vibration (posterior columns, 128 Hz fork), and discriminative sensations — stereognosis (recognize object by touch), graphesthesia (number drawn on the palm), two-point discrimination (<5 mm on finger pads), and extinction (double simultaneous stimulation). Key dermatomes: C6 thumb, C7 middle finger, C8 little finger, T4 nipple, T10 umbilicus, S1 lateral foot.

Coordination/station: rapid alternating movements (cerebellar), Romberg (stand feet together, eyes open then closed — tests position sense), and pronator drift (arms extended palms up, eyes closed).

5 · Beyond the Objectives — Clinical Findings & High-Yield Extras

Why this section exists

This material from the lecture decks goes beyond the strict instructional objectives (which cover anatomy review and examination skills), but it is high-yield and testable, so it is collected here at the end for reference.

5.1 · Pelvic exam — extras

  • Abnormal external findings: on inspection, note inflammation, ulcerations, discharge, nodules, vesicles, or masses.
  • Hymen: the membrane that covers the introitus in the virginal state.
  • ThinPrep vs. conventional Pap: the ThinPrep suspends the collected cells in liquid (a cleaner slide, with fewer cells obscured by blood or mucus), whereas the conventional Pap is smeared/painted directly onto the slide.

5.2 · Breast exam — extras

  • Surface anatomy: Montgomery tubercles (glandulae areolares) are sebaceous glands on the areola; the nipple is usually everted, though long-standing inversion can be a normal variant.
  • Characterizing a mass/abnormality: describe its location, size, shape (round, disc-like, regular vs. irregular), consistency (soft, firm, hard), tenderness, and mobility (freely mobile vs. fixed to skin or chest wall).
  • Warning signs of malignancy: skin redness (cancer or inflammatory conditions), skin thickening / peau d'orange, new nipple retraction or inversion, dimpling accentuated on maneuvers, and a hard, irregular, fixed mass.
  • Augmented breasts: press firmly inward at the breast edge (until you feel the ribs) to examine the tissue around the implant.
  • Physiologic changes: pregnancy → glandular hyperplasia, increased vascularity/nodularity, nipple enlargement; aging → glandular atrophy replaced by adipose tissue, decreased size.

5.3 · Musculoskeletal exam — extras

  • Joint types: synovial (freely movable, articular cartilage + synovial cavity/fluid — e.g., shoulder, knee), cartilaginous (slightly movable — e.g., intervertebral discs), and fibrous (essentially immovable — e.g., skull sutures).
  • Articular vs. extra-articular structures: articular = joint capsule, articular cartilage, synovium/synovial fluid, intra-articular ligaments; extra-articular = periarticular ligaments, tendons, bursae, muscle, fascia, bone.
  • Special/stress maneuvers (provocative joint tests) are introduced but largely deferred to PD III; every joint exam still follows IPROMS (Inspection, Palpation, Range of motion, Special maneuvers).

5.4 · Neuro exam — extras

  • CN II testing: assess visual acuity with a Snellen chart, and perform the fundoscopic exam (red reflex, optic disc, vessels).
  • Reinforcement (Jendrassik) maneuver: if a deep-tendon reflex is hard to elicit, have the patient clench the jaw or clasp the hands and pull them apart for ~10 seconds while you strike; grade the reflex as reinforced.
  • Superficial abdominal reflex: lightly stroke each quadrant — above the umbilicus tests T8–T10, below the umbilicus tests T10–T12.
  • Motor strength by nerve root (quick reference): shoulder abduction C5–C6 (deltoid/axillary); elbow flexion C5–C6 (biceps); elbow extension C6–C8 (triceps); wrist extension C6–C8 (radial); grip C7–T1; finger abduction/adduction C8–T1 (ulnar); hip flexion L2–L4 (iliopsoas/femoral); hip extension S1 (gluteus maximus); knee extension L2–L4 (quadriceps); knee flexion L4–S2 (hamstrings); ankle dorsiflexion L4–L5 (tibialis anterior); ankle plantarflexion S1 (gastrocnemius/soleus).
  • Deep-tendon-reflex roots: biceps C5–C6, brachioradialis C5–C6, triceps C6–C7, patellar L2–L4, Achilles S1.

6 · Writing the History & Physical and Progress Notes

Instructional Objectives

  1. Discuss interpersonal communication skills that result in effective information exchange with patients, their families, physicians, professional associates, and the health care team.
  2. Discuss the importance of consistency in medical documentation
  3. Discuss the implications of errors in medical documentation
  4. Describe the use and format of the following: History and physical; Progress note
  5. Discuss the importance of documenting: Differential diagnoses; Accurate assessment; Planned diagnostic testing; Disposition; Appropriate referrals/consults; Follow-up; Patient education; Non-pharmacologic and pharmacologic management

6.1 Communication & the interview IO 1

The history and the physical are taught separately but are intertwined: the history guides the examination, and examination findings send you back for more history. The first encounter sets the tone for every later visit — focus, avoid distractions, use open posture and appropriate eye contact, and learn about the patient rather than only their problem.

There is no perfect formula. Structure matters but is not everything; adapt to the patient. Direct the conversation, but do not control it so tightly that the patient's story is affected — that is how omissions and errors get in.

TechniqueWhat it does
Active listeningVerbal and nonverbal attention to what is being said
Empathetic responsesVerbal and nonverbal acknowledgement of feeling
Guided questioningMove general → specific, open-ended → focused
EchoingRepeat the patient's own words back to invite them to continue
ClarificationResolve ambiguity in what was said
ValidationHelps the patient feel their emotions are legitimate and understandable
SummarizationShows you were listening; identifies what is known and what is not
Transitions (signposting)Flag that the interview is moving to a new section
FIFE — the patient's perspective. Feeling (fears or concern about the illness) · Ideas (about its nature and cause) · Function (how it has affected their life) · Expectations (of the illness, the clinician, or health care).

Barriers to communication: emotional, sensory, cultural differences, disabilities and other health problems, language, and terminology.

6.2 The history and physical, section by section IO 4

Information is not obtained in the order it must be documented. The interview is freeform and moves general to specific; the document follows guidelines.

SectionWhat goes in it
Identifying dataName, sex, birth date, age, race or ethnic origin, source of history, reliability of that source, date and time
Chief complaintThe patient's own words, with a duration. Why they sought care and how long it has been present
History of present illnessWhat the patient says about the complaint. The 7 attributes, pain assessment, and pertinent positives/negatives drawn from the rest of the history
Past medical historyMajor illnesses, surgeries, hospitalizations, childhood illnesses, immunizations, obstetric/gynecologic or genitourinary history, age-appropriate screenings and results — with specific dates
MedicationsPrescription, over-the-counter, vitamins/supplements — with dosage, route, frequency, indication, compliance
AllergiesMedication, food, environment — plus reaction and severity. Verify at every appointment
Social historySubstance use, diet, exercise, occupation, travel, sexual history, support systems, stresses, safety, life experiences. Should convey who your patient is and what risk factors they have
Family historyThree generations, oldest to youngest — age, living/deceased, health status, diseases
Review of systemsHead-to-toe survey of body systems and symptoms, each in full detail
The 7 attributes of a symptom. Location · Quality · Quantity or severity · Timing · Onset · Palliative/provocative factors · Associated manifestations. Pertinent positives argue for a diagnosis; pertinent negatives help rule out alternatives. On the pain scale, record the number but also ask what a 10 means for this patient.

6.3 Documenting the physical examination IO 4

Document what you observed, starting with the general survey and moving through all body systems.

Two rules that generate most of the marks. (1) Avoid abbreviations — when in doubt, spell it out. (2) Avoid vague terms and conclusions such as normal, abnormal, or appropriate; describe findings in enough detail that another provider would reach the same conclusion.

When part of the examination is not performed, document that section as ‘Not done’ with an explanation — for example “Rectal examination: Not done, patient refused,” “… deferred by preceptor,” or “… deferred per assignment instructions.”

For program assignments, vital signs are the first element of the physical examination, best documented as a bulleted list in metric units — height in centimetres, weight in kilograms, blood pressure in millimetres of mercury with the arm and position, heart rate and rhythm, respiratory rate, temperature in degrees Celsius with the route, and oxygen saturation with the delivery.

6.4 Differential, assessment & plan IO 5

Differential diagnoses — aim for three or more. The first is the most likely, explained with evidence from the history and examination; the rest explain why they were considered and why they are less likely, and may note what testing would rule them in or out.

Steps for building one: identify abnormal findings → consider anatomic location → look for patterns (one problem, several related, or unrelated?) → look for probable cause → generate hypotheses → test them with labs, imaging, or more history and examination.

Assessment — a simple list. All the arguing was done in the differential statements. Includes chronic conditions and concurrent diagnoses.

Plan — addresses every item in the assessment: disposition (inpatient/outpatient), testing, treatment (pharmacologic — indication, drug name, dosage, route, frequency — and non-pharmacologic), referrals, patient education (detailed), and follow-up.

6.5 The progress note IO 4

A standardized way to document encounters, usually for daily evaluation of hospitalized inpatients, and more focused than a full history and physical.

LetterContents
SubjectiveUpdates on comments or complaints since the last note — changes, pain level, symptoms better/worse/resolved/new. Not a full retelling of the history of present illness
ObjectiveProvider observations and measurements: updated vitals, updated labs, and a focused, detailed examination of systems pertinent to the complaint and positive history
AssessmentSame format as the history and physical assessment
PlanSame basic format, plus new orders and discharge planning

6.6 Where notes go wrong IO 2 IO 3

CategoryProblems
TechnicalMissing components · terminology · word errors · inconsistency
ContentNot enough information · history and physical vs progress note confusion · vague details (normal/abnormal/appropriate) · incomplete description of findings
OrganizationHard to follow the exam · hard to follow the patient's story · information in the wrong section
Before you submit, ask: Is it clearly organized? Does it paint a clear picture of what the patient said and what you saw? Are pertinent positives and negatives specifically described? Is anything missing? Is it wordy or repetitive? Is the tone professional and neutral?
This is a legal document. Your signature makes you responsible for the accuracy of the content. Avoid acronyms and abbreviations — they cause misunderstandings and medical errors.

7 · The SOAP Note & Oral Case Presentations

Instructional Objectives

  1. Discuss interpersonal communication skills that result in effective information exchange with patients, their families, physicians, professional associates, and the health care team.
  2. Discuss the importance of consistency in medical documentation
  3. Discuss the implications of errors in medical documentation
  4. Describe the use and format of the following: SOAP note; Oral case presentation
  5. Discuss the importance of documenting: Differential diagnoses; Accurate assessment; Planned diagnostic testing; Disposition; Appropriate referrals/consults; Follow-up; Patient education; Non-pharmacologic and pharmacologic management

7.1 What a SOAP note is IO 4

Subjective · Objective · Assessment · Plan. It is a standardized way to document an encounter, and it is more focused than a history and physical.

SectionShorthandWhat goes in it
SubjectiveWhat the patient saidNarrative history or state of symptoms; pertinent positives and negatives; medical and surgical history; family, social history; review of systems; medications; allergies
ObjectiveWhat you foundObservations, measurements, and tests performed during the encounter; focused examination; always a general assessment or impression
AssessmentWhat you concludedFinal diagnosis from history, examination and testing, plus chronic and concurrent conditions
PlanWhat you will doDisposition, testing, treatment, referrals, patient education, follow-up
What counts as pertinent? It depends on the individual case. Consider anything related to the chief complaint, prior or related episodes, risk factors, and information that helps rule differential diagnoses in or out.

7.2 Describing a symptom IO 4

The seven attributes of a symptom: location · quality · quantity or severity · timing · onset · palliative or provocative factors · associated manifestations.

Four pain mnemonics appear in this lecture. They collect the same information in different orders — learn one well, and recognise the rest.

MnemonicExpansion
OPPQRSTOnset · Palliative · Provocative · Quality · Radiation · Severity · Timing
OLD ChARTSOnset · Location · Duration · Character · Alleviating/aggravating · Radiation · Temporal pattern · Symptoms associated
ChLORIDEPPCharacter · Location · Onset · Radiation · Intensity · Duration · Extra symptoms · Palliative · Provocative
LOCQSMATLocation · Onset · Chronology · Quality · Severity · Modifying factors · Additional symptoms · Treatment
Anchor the pain scale. Severity is 1–10, but the number is meaningless until you ask what a 10 is for this patient. In the lecture's worked note, the patient's 10 is childbirth.

7.3 How far the examination reaches IO 4

Examine the systems pertinent to the chief complaint and the positive history. When in doubt, go a system up and down from the affected system. Two questions decide the rest:

  • What needs to be examined to rule in or rule out the worst-case scenario?
  • What are your differentials, and how can you rule them in or out?

All examinations generally include cardiac and respiratory, and every objective section includes a general assessment or impression.

7.4 Differential, assessment and plan IO 5

Differential diagnoses: aim for three or more. The first is the most likely — explain why using evidence from the history and examination. The others explain why they were considered and why they are less likely, and may name the tests that would settle them. The test of a good differential is that another provider can follow your thought process from it.

Assessment: the final diagnosis, based on history, physical examination and diagnostic testing, plus any other condition needing assessment or treatment — chronic conditions and concurrent diagnoses.

Plan elementWhat it means
DispositionInpatient or outpatient
TestingDiagnostics you are ordering
PharmacologicIndications, drug name, dosage, route, frequency
Non-pharmacologicEverything treated without a prescription
ReferralsConsults to other services
Patient educationSpecific instructions, adverse effects to expect
Follow-upWhen to return, and what should bring them back sooner

7.5 The worked sample note IO 5

The lecture builds one case end to end: a 25-year-old with three days of right facial pain and pressure with thick yellow-green mucus, on a week of allergy symptoms. It is worth reading as a model of how much detail each section carries.

  • Subjective — pain 3/10 at onset, 5/10 now, 7/10 on leaning down, smiling and chewing; her 10 is childbirth; two allergy tablets daily for four days, dosage unknown, no longer working. Denies sore throat, headache, ear pain, shortness of breath, cough, and sick contacts. Siblings have the same seasonal allergies.
  • Objective — temperature 38°C orally; maxillary sinuses tender bilaterally with frontal sinuses nontender; no transillumination on the right, present on the left; thick green mucus in the right nasal passage with erythematous, edematous turbinates.
  • Differential — acute sinusitis, allergic rhinitis, viral upper respiratory infection, retained nasal foreign body, each with a statement tying the patient's findings to it.
  • Assessment — #1 acute sinusitis, #2 allergic rhinitis.
  • Plan — fluticasone 50µg nasal spray, one spray each nostril twice daily for seven days then once daily as needed; education on technique with a caution against spraying the septum; follow up if not improved in five days, sooner if anything worsens.

7.6 The oral case presentation IO 4

A well organised vignette describing the patient and the clinical problem, so listeners can visualise the patient and understand the problem. You will give one to preceptors and supervising physicians, to consulting practitioners, on rounds, and on phone calls.

It carries only information relevant to the patient's condition, and conveys four things: what the patient told you, what you found, what you concluded, and what you want to do about it. The order is the same as a written report — chief complaint and history of present illness, past medical and surgical history, childhood illnesses, medications and allergies, social and family history, review of systems, examination, labs, assessment, plan.

SituationHow much to include
New patientComplete medical history
Established patient in clinicChief complaint and active problems
Follow-up visitStatus of active problems, new concerns, changes since the last evaluation
Pearls. Stay relaxed · keep everything in order · do not read your notes · tell a story and make it interesting · err on the side of saying less, because listeners can always ask.

7.7 Documentation principles IO 2 · IO 3

KISS — Keep It Simple Students. Follow a logical progression, head to toe. Use appropriate headings. Be specific: normal and abnormal do not say what normal or abnormal means for this patient. Avoid redundancy, omit unnecessary words, use short phrases.
Avoid abbreviations — when in doubt, spell it out. Another provider should always be able to understand exactly what you were told, what you saw, what you thought, what you decided to do, and what you told the patient, from your note alone.