history taking

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Finding Sources
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I now have a solid base from the textbooks. Here is the complete, structured overview of history taking:

History Taking - Complete Structured Overview

A complete clinical history follows a standard sequence, moving from patient identification through to family background.

1. Patient Particulars (Biographical Data)

Always record these before eliciting complaints. Each item has diagnostic significance:
ParticularClinical Relevance
NameBuilds rapport; prevents mix-ups
AgeCongenital anomalies (birth/infancy), sarcomas (teens), appendicitis (14-25 y), carcinomas (>40 y), BPH/OA (elderly)
SexThyroid disease, cystitis - commoner in females; GI/lung/renal cancers - commoner in males; haemophilia - males only
Religione.g. carcinoma of penis rare in Jews/Muslims (circumcision); intussusception risk after Ramadan fast
Social statusAppendicitis - higher social class; TB - lower social class/poor nutrition
OccupationVaricose veins (bus conductors), bladder cancer (aniline dye workers), scrotal cancer (chimney sweepers), tennis elbow (tennis players)
ResidenceFilariasis (endemic areas), gallbladder disease (geographical variation)
Full addressFor correspondence and follow-up

2. Chief Complaints (CC)

  • Ask: "What are your complaints?" or "What brings you here?"
  • Record all complaints in chronological order of appearance
  • Note the duration of each complaint
  • If multiple complaints start simultaneously, list in order of severity
  • Confirm: "Were you perfectly well before this started?" - ensures no hidden earlier symptoms are missed
Example format:
  • Swelling in neck - 1 year
  • Evening fever - 10 months
  • Pain in swelling - 6 months
  • Sinus in neck - 1 month

3. History of Present Illness (HPI)

Covers from onset of first symptom to the time of examination. Three parts:
  1. Mode of onset - sudden vs. gradual; precipitating cause if any
    • Ask: "How did the trouble start?"
  2. Progress / evolution of symptoms - chronological sequence
    • Ask: "What happened next?"
  3. Treatment received - type of treatment, doctors seen, medications taken
Key principles:
  • Record in the patient's own words, not medical jargon
  • Let the patient narrate freely; redirect if they wander
  • Avoid leading questions (e.g. don't ask "Does the pain go to the right scapula?" - patient will likely say yes to please you; instead ask "Where does the pain go?")
  • Never ask "What are you suffering from?" - you'll get a diagnosis, not a history
For pain (SOCRATES mnemonic):
  • Site
  • Onset
  • Character (dull, sharp, burning, colicky)
  • Radiation
  • Associating symptoms
  • Timing (constant, intermittent)
  • Exacerbating/relieving factors
  • Severity (1-10 scale)

4. Past Medical History (PMH)

  • Previous illnesses, hospitalisations, and surgical history
  • Previous anaesthetic events (difficult airway, suxamethonium apnoea, intra-abdominal adhesions)
  • Important negatives should be documented (e.g. "no diabetes, no hypertension")
Key conditions to screen:
  • Diabetes mellitus
  • Hypertension
  • Cardiac disease (IHD, rheumatic fever)
  • Tuberculosis
  • Jaundice/hepatitis
  • Epilepsy
  • Asthma/COPD
  • Renal disease
  • Previous malignancy

5. Drug History & Allergies

  • All current medications (prescription, OTC, herbal, supplements)
  • Dosage and duration
  • Allergies - document the drug AND the type of reaction (rash, anaphylaxis, GI intolerance)
  • Recreational drug use and alcohol consumption (associated with adverse surgical outcomes)

6. Family History (FH)

Many diseases have a familial tendency. Always enquire about:
  • Parents (alive? health? cause of death?)
  • Siblings and children
  • Specific conditions: haemophilia, TB, diabetes, hypertension, peptic ulcer, most cancers (especially breast cancer), fissure-in-ano, piles

7. Personal & Social History

  • Smoking - type (cigarettes/cigar/pipe), frequency, pack-years
  • Alcohol - quality and quantity
  • Diet - regular/irregular, vegetarian/non-vegetarian, spicy food
  • Marital status
  • Mobility and ability to communicate (important for surgical planning, discharge, rehabilitation)
In women - menstrual history (MUST record):
  • Regular/irregular cycle; duration; dysmenorrhoea
  • Last menstrual period (LMP)
  • Number of pregnancies (G), deliveries (P), miscarriages; normal vs. C-section
  • White discharge (leucorrhoea)

8. History of Immunization (Paediatric)

Record vaccination status for:
  • Diphtheria, Tetanus, Whooping cough (DTP)
  • Poliomyelitis
  • Smallpox, BCG (tuberculosis)

Quick Mnemonic: "PC HPDF-I"

LetterComponent
PPatient particulars
CChief complaints
HHistory of present illness
PPast medical/surgical history
DDrug history & allergies
FFamily history
IImmunization (paediatric)
+Personal & social history

Sources: S Das - A Manual on Clinical Surgery, 13th Ed. | Bailey and Love's Short Practice of Surgery, 28th Ed.
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