What are the four elements required in every patient encounter documentation?
History, Physical, Assessment, and Plan.
What is the standard documentation format for organizing the medical history, assessment, and plan?
The SOAP note (Subjective, Objective, Assessment, Plan).
Name the three main components of the Subjective (‘S’) section of a SOAP note.
Data told by the patient: Chief Complaint, Present Illness, and Review of Systems (symptoms).
What type of information belongs in the Objective (‘O’) section of the note?
Findings detected by the examiner: Physical exam findings, signs, labs, and images.
When is a Comprehensive visit required versus a Focused visit?
Comprehensive: For new patients to establish a baseline and fundamental information. Focused: For established patients, addressing specific concerns.
What essential safety procedure must be performed before any patient contact?
Observe Standard Universal Precautions and practice thorough hand hygiene to prevent blood-borne pathogen transmission.
What is a crucial goal to establish before entering the patient’s room?
Set interview goals (e.g., new complaint, follow-up) and aim to balance them with the patient’s goals.
What are the first steps in greeting the patient and establishing rapport?
Greet by name, introduce yourself (as a medical student working with an attending), confirm name/DOB, and address confidentiality.
After greeting, what must you establish before diving into the history?
The Agenda: Identify all patient concerns and your goals at the start, especially with multiple complaints.
How should the Chief Complaint be documented?
Using the patient’s own words (e.g., ‘My stomach hurts and I feel awful’).
What is the sequence of the three open-ended questions used to invite the patient’s story?
What is a high-stakes error to avoid when first listening to the patient’s story?
Interrupting the patient. Listen actively and use continuers (e.g., nodding, ‘Go on’).
What four elements must you explore to understand the patient’s perspective?
Feelings (fears/concerns), Ideas about the problem, Effect on their life, and Expectations of the disease/care.
What acronym is used to ensure a complete understanding of a symptom in the Present Illness (PI)?
OLDCAARTS: Onset, Location, Duration, Character, Aggravating/Alleviating Factors, Radiation, Timing, Setting.
What details must be documented for all medications (prescribed, OTC, supplements)?
Name, dose, route, and frequency of use.
List the 3 types of allergies you should ask the patient during history taking.
Drugs
Food
Environmental
Always ask about reactions.
What is essential to document alongside any reported allergy (e.g., PCN)?
Always specify the type of reaction (e.g., PCN/Rash).
What are the four cardinal techniques used in the physical examination?
Inspection, Palpation, Percussion, and Auscultation.
What type of questioning should be avoided, as it minimizes response accuracy and introduces bias?
Leading questions (e.g., ‘You don’t have any blood in your stools, do you?’).
Assumption questions (“When did you stop drinking?”)
Embedded Info questions (“Does the pain radiate down your leg, suggesting sciatica?”)
Forced-choice questions (“Is your pain a stabbing pain or a burning pain?”)
What common communication error should be avoided when the patient expresses worry?
Premature or generic reassurance (e.g., ‘Don’t worry, everything will be all right’), as it blocks further disclosure.
How do you achieve effective reassurance?
Instill confidence by providing competent, thorough care (history/exam) and conveying that the problem is understood and manageable.
What is the last procedural step before ending the visit?
Signal the approaching end and allow time for final questions (e.g., ‘We need to stop now. Do you have any questions?’).
How can you effectively elicit patient questions about the plan?
Invite questions at multiple points, not just at the end. Use encouraging phrases like, “What questions does that bring up for you?” instead of a simple “Do you have any questions?”.
How should a clinician manage shifting from one topic (like PI) to another (like Past History)?
Use summarization and inform the patient of the topic shift to help them feel at ease (e.g., ‘Now I’d like to ask about your family history…’).