Patient bedside assessment

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bedside patient assessment systematic approach junior doctor clinical skills 2024

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I now have sufficient material from authoritative textbooks to compile a comprehensive, structured bedside assessment guide for a junior doctor. Let me synthesize this.

Patient Bedside Assessment — Systematic Approach for the Junior Doctor

A structured bedside assessment has three integrated phases: preparation → history → physical examination, followed by synthesis and documentation.

1. Before You Enter the Room

  • Review available notes, vitals, observations, and drug chart
  • Note isolation precautions (contact/droplet/airborne)
  • Introduce yourself, confirm patient identity (name + DOB)
  • Obtain consent and ensure privacy (curtains, gown/cover-up)
  • Wash hands / don PPE as needed
"An examination should never be done by placing the stethoscope under a shirt or blouse, and full inspection of the chest and extremities is always necessary." — Fuster & Hurst's The Heart, 15th Ed.

2. History

Take the history with the patient fully dressed first — this builds rapport and allows a focused examination to follow.
ComponentWhat to Cover
Presenting complaintChief symptom in the patient's own words
History of presenting complaintOnset, character, severity, radiation, timing, exacerbating/relieving factors, associated symptoms
Past medical historyConditions, prior hospitalizations, surgeries
Drug historyPrescribed, OTC, allergies and nature of reaction
Family historyRelevant heritable conditions
Social historySmoking, alcohol, recreational drugs, occupation, living situation, functional status
Systems reviewBrief screen of each organ system
In most patients, the physical examination confirms thoughts formulated during history-taking — "time of onset, symptom progression, associated complaints, and exacerbating factors are often the key to patient evaluation." — Tintinalli's Emergency Medicine

3. Physical Examination — Systematic Framework

Step 1: General Inspection (Start at the Foot of the Bed)

Before touching the patient, stand back and observe:
  • Appearance vs. stated age — Does the patient look older/sicker than expected?
  • Level of distress — At rest, with movement, or in obvious pain?
  • Nutritional status — Cachectic, obese, edematous?
  • Posture and mobility — Guarding, splinting, unable to lie flat?
  • Skin — Jaundice, pallor, cyanosis, diaphoresis, rashes
  • Frailty markers — Grip strength, gait speed, get-up-and-go test (quick functional screen)
  • Stigmata of systemic disease — e.g., jaundice (liver disease), exophthalmos (Graves'), buffalo hump/striae (Cushing's), cogwheel rigidity (Parkinson's)
"Several diseases may have stigmata... often patients' appearance is compared with the stated age." — Campbell Walsh Wein Urology

Step 2: Vital Signs

ParameterNotes
TemperatureFever, hypothermia
Heart rateRate, rhythm, volume (radial pulse)
Blood pressureBoth arms — side differences suggest coarctation, dissection, or subclavian disease
Respiratory rateMost sensitive early warning sign; counted for a full 60 seconds
SpO₂At rest ± on exertion; note supplemental O₂
GCS / AVPUConscious level
Blood glucosePoint-of-care if relevant
Pain score0–10 NRS

Step 3: Systematic Organ Examination

Work head-to-toe, adapting to the presenting complaint.

3A. Hands → Arms

  • Nails: Clubbing, cyanosis, leukonychia, koilonychia, splinter haemorrhages
  • Palms: Pallor, palmar erythema, Dupuytren's
  • Pulse: Rate, rhythm; palpate both radials simultaneously for symmetry
  • Tremor, asterixis (flap)
  • Peripheral perfusion: Cap refill, temperature gradient

3B. Head & Neck

  • Eyes: Conjunctival pallor, scleral icterus, exophthalmos, corneal arcus, Kayser-Fleischer rings
  • Mouth: Mucous membranes (hydration), dentition, central cyanosis, angular stomatitis
  • Neck: JVP (estimate central venous pressure at 45°), lymph nodes, thyroid, tracheal position, carotid bruits
"Examining the venous pulsations in the sitting position will provide an initial clue as to whether there is elevation of venous pressure." — Fuster & Hurst's The Heart

3C. Cardiovascular (Sitting → Supine → Left Lateral Decubitus)

PositionSteps
SittingGeneral inspection, radial pulse, BP both arms, inspect chest/extremities, palpate & auscultate carotids, palpate precordium, auscultate lungs, then precordium with diaphragm (base → sternal border → apex)
Supine (45°)JVP estimation
Supine (flat)Inspect precordium, palpate apex beat and RV heave, auscultate with diaphragm (apex → sternal border → base)
Left lateral decubitusPalpate apex, auscultate apex with bell (mitral stenosis murmur)
At each auscultation point listen for: S1, S2, splitting of S2, S3/S4 gallop, systole, diastole, murmurs.

3D. Respiratory

  • Inspect: Chest shape, respiratory rate, use of accessory muscles, intercostal recession, tracheal deviation
  • Palpate: Chest expansion (symmetry), tactile fremitus
  • Percuss: Resonance vs. dullness vs. hyper-resonance (compare sides)
  • Auscultate: Air entry, breath sounds, added sounds (wheeze, crackles, rub)

3E. Abdomen

  • Begin with general inspection (contour, scars, distension, visible peristalsis)
  • Auscultate before palpation (bowel sounds)
  • Palpate: Light then deep, all 9 regions; begin away from pain; identify tenderness, guarding, rigidity, rebound
  • Organomegaly: Liver (span, texture, pulsatility), spleen (dullness to percussion), kidneys (ballottement)
  • Ascites: Shifting dullness, fluid thrill
  • Hernial orifices, genitalia/groins as indicated
  • Digital rectal exam (DRE) when indicated: stool, mass, prostate, sphincter tone

3F. Neurological

  • Mental status / cognition: Orientation, MoCA or bedside cognitive screen
  • Cranial nerves: Targeted or full CN I–XII
  • Motor: Tone, power (MRC 0–5), reflexes (biceps, triceps, supinator, knee, ankle, plantars)
  • Sensation: Light touch, pin-prick, vibration, proprioception
  • Coordination: Finger-nose, heel-shin, rapid alternating movements
  • Gait: Romberg test; observe walking

3G. Musculoskeletal / Extremities

  • Oedema: Pitting (sacral + ankles), grade 1–4
  • Peripheral pulses: All (radial, brachial, femoral, popliteal, dorsalis pedis, posterior tibial)
  • Joints: Swelling, warmth, tenderness, range of motion
  • Skin: Pressure areas, wounds, bruising

4. Synthesis at the Bedside

After completing the assessment, synthesise a problem list:
  1. Primary diagnosis or working differential — combine history + exam + vitals
  2. Active issues — unstable parameters, abnormal signs requiring action
  3. Investigations needed — bloods, imaging, ECG, cultures
  4. Management plan — immediate, short-term, escalation threshold
  5. Safety netting — who to call, when, with what findings

5. Documentation

Document immediately after the assessment:
"History → Examination findings → Impression → Plan" (SOAP or problem-based format)
Include:
  • Date, time, designation
  • All vital signs with exact values
  • Positive AND relevant negative findings
  • Differential diagnosis ranked by probability
  • Management decisions and rationale
  • Escalation criteria

Quick Reference: Red Flags Requiring Urgent Action

FindingPossible Cause
RR > 25/minImpending respiratory failure
SpO₂ < 92% on airHypoxia — seek cause urgently
HR > 130 or < 40Haemodynamic instability
Systolic BP < 90 or > 220Shock / hypertensive emergency
GCS drop ≥ 2 pointsNeurological deterioration
Temperature > 38.5°C + hypotensionSepsis → use sepsis-6 pathway
New focal neurologyStroke / TIA → FAST +/- CT head
Peritonism (rigid abdomen)Surgical emergency

Key Sources:
  • Fuster & Hurst's The Heart, 15th Ed. — Cardiovascular examination stepwise approach
  • Tintinalli's Emergency Medicine — General examination principles
  • Campbell Walsh Wein Urology — General inspection framework
  • Harrison's Principles of Internal Medicine, 22nd Ed. — History & physical in diagnosis
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