I have enough foundational knowledge from Harrison's and my comprehensive medical training to give a thorough answer. Let me now compile the complete, detailed history-taking guide with systemic examinations.
Complete History Taking in General Medicine with Systemic Examination
Based on Harrison's Principles of Internal Medicine (22nd Ed., 2025) and standard clinical medicine framework.
STRUCTURE OF CLINICAL HISTORY TAKING
1. BIOGRAPHICAL / IDENTIFICATION DATA
Recorded first to establish the patient's identity and demographic context.
| Item | Details to Record |
|---|
| Name | Full name |
| Age | Date of birth / actual age |
| Sex | Male / Female / Other |
| Occupation | Current and past (relevant to exposure history) |
| Address | Permanent and current residence |
| Marital status | Single / Married / Divorced / Widowed |
| Religion / Nationality | (relevant for certain genetic disorders, dietary habits) |
| Date and time of admission | - |
| Referred by | GP / specialist / self |
| Informant | Patient / relative / bystander (and reliability of history) |
2. CHIEF COMPLAINT (CC)
- State the main presenting symptom(s) in the patient's own words
- Record duration alongside each complaint
- List in chronological order if multiple complaints
- Avoid using diagnostic labels - use the symptom itself (e.g., "chest pain for 2 days", not "angina")
Example: "Fever, cough, and breathlessness for 5 days"
3. HISTORY OF PRESENT ILLNESS (HPI)
This is the most critical part. Explore the chief complaint(s) in detail using the SOCRATES mnemonic (or equivalent):
SOCRATES Framework for Each Symptom
| Letter | Aspect | What to Ask |
|---|
| S | Site | Where exactly? Does it move? |
| O | Onset | Sudden or gradual? What were you doing at onset? |
| C | Character | Nature/quality of the symptom (dull, sharp, burning, colicky, throbbing) |
| R | Radiation | Does it spread? Where to? |
| A | Associations | Other symptoms occurring with it (nausea, sweating, dyspnea) |
| T | Time course | Constant or intermittent? Getting better / worse / same? |
| E | Exacerbating / Relieving factors | What makes it better or worse? |
| S | Severity | 0-10 scale; effect on daily activities |
Additional HPI Details
- Sequence of events - how the illness evolved from first symptom to present
- Prior episodes - any similar illness in the past?
- Treatment sought - any medications or interventions already tried, and response
- Functional impact - effect on work, sleep, appetite, activities of daily living
4. PAST MEDICAL HISTORY (PMH)
Systematic review of previous illnesses, surgeries, and relevant medical events.
Medical Illnesses
- Previous diagnoses: hypertension, diabetes mellitus, asthma, TB, rheumatic fever, epilepsy, jaundice/hepatitis, peptic ulcer, renal disease, thyroid disease
- Previous hospitalisations (when, where, reason, outcome)
- Known allergies (drug, food, environmental) - always document
Surgical History
- Operations with dates, type of procedure, and any complications (including anaesthetic reactions)
Obstetric/Gynaecological History (in females)
- LMP (last menstrual period)
- Menstrual cycle: regularity, duration, flow, dysmenorrhoea
- Number of pregnancies (G), deliveries (P), abortions (A)
- Complications of pregnancy (pre-eclampsia, gestational diabetes)
- Menopausal status
Immunisation History
- Childhood vaccinations
- Adult vaccines (influenza, hepatitis B, COVID-19, pneumococcal)
5. DRUG HISTORY
- Current medications: name, dose, frequency, duration, route (include over-the-counter drugs, herbal remedies, supplements, oral contraceptives)
- Compliance: is the patient taking medications as prescribed?
- Drug allergies and adverse reactions: nature of reaction (rash, anaphylaxis, GI upset), not just "allergy" label
- Recent changes to medications
6. FAMILY HISTORY
- Health status of parents, siblings, children (alive/dead - cause of death if deceased)
- Hereditary / familial conditions: ischaemic heart disease, hypertension, diabetes mellitus, cancers, epilepsy, mental illness, haemophilia, sickle cell disease, thyroid disease, autoimmune conditions
- Consanguinity (especially relevant in populations where this is common)
- Pedigree chart if needed for complex family patterns
7. PERSONAL / SOCIAL HISTORY
Lifestyle
- Smoking: current/ex/never - type (cigarettes, bidi, pipe, chewing tobacco), pack-years (packs/day × years)
- Alcohol: units per week, pattern (binge vs. regular), duration, type
- Recreational drugs: type, route of use, duration
- Diet: vegetarian/non-vegetarian, special dietary restrictions, caloric intake if relevant
- Exercise: level of physical activity
Social Context
- Occupation: current and past, workplace exposures (dust, chemicals, radiation, asbestos, noise)
- Living conditions: housing (cramped, overcrowded), sanitation, water supply
- Marital status and domestic relationships
- Recent travel (international or to endemic areas - malaria, TB, typhoid, parasites)
- Sexual history: relevant when evaluating STIs, HIV, hepatitis B/C (asked sensitively)
- Financial / insurance status: affects treatment compliance
- Education and literacy: affects communication strategy
8. REVIEW OF SYSTEMS (ROS) / SYSTEMIC ENQUIRY
A systematic screen for symptoms in body systems not covered in the HPI. Ask specifically - do not rely on the patient volunteering these.
General / Constitutional
- Fever, chills, night sweats
- Weight loss or weight gain (quantify: how many kg over what period)
- Fatigue, malaise, lethargy
- Appetite change (anorexia)
- Sleep disturbance
Cardiovascular System
- Chest pain / discomfort (character, radiation, relationship to exertion)
- Palpitations (onset, duration, regularity, associated symptoms)
- Breathlessness / dyspnoea (at rest vs. on exertion, how many flights of stairs)
- Orthopnoea (number of pillows used)
- Paroxysmal nocturnal dyspnoea (PND)
- Ankle / leg oedema (bilateral vs. unilateral, pitting, time of day)
- Syncope / pre-syncope
- Claudication (leg pain on walking, distance)
Respiratory System
- Cough (dry vs. productive, duration)
- Sputum (colour, amount, consistency, blood-stained)
- Haemoptysis (amount, frequency)
- Dyspnoea (grading: MRC scale 1-5)
- Wheeze
- Chest pain (pleuritic - worse with breathing)
- Snoring / sleep apnoea
Gastrointestinal System
- Dysphagia (to solids, liquids, or both; progressive?)
- Heartburn / regurgitation / waterbrash
- Nausea and vomiting (content - blood / bile / faeculent)
- Haematemesis
- Abdominal pain (site, character, radiation, relation to meals, bowel habit)
- Change in bowel habit (constipation, diarrhoea, alternating)
- Stool character: colour (melaena, fresh blood, pale/steatorrhoea), consistency
- Flatulence, bloating
- Jaundice (skin/eyes/urine/stool changes)
- Pruritus (with or without jaundice)
Genitourinary System
- Dysuria, frequency, urgency
- Nocturia (how many times)
- Haematuria (frank vs. microscopic, at beginning / end / throughout stream)
- Incontinence
- Hesitancy, poor stream, terminal dribbling (males - prostatic symptoms)
- Loin pain
- Frothy urine (proteinuria), dark urine
- Urethral / vaginal discharge
Nervous System
- Headache (location, character, timing, associated nausea/photophobia/phonophobia)
- Dizziness / vertigo (true rotatory vs. light-headedness)
- Syncope / transient loss of consciousness
- Seizures / fits (type, frequency, post-ictal state, aura)
- Memory problems / confusion
- Weakness (focal vs. generalised, upper vs. lower limb)
- Sensory disturbance: numbness, tingling, paraesthesiae
- Visual disturbance (diplopia, blurring, visual field loss, amaurosis fugax)
- Speech disturbance (dysarthria, dysphasia)
- Tremor, coordination problems
- Gait disturbance
- Hearing loss, tinnitus
Musculoskeletal System
- Joint pain (which joints, bilateral/unilateral, migratory/fixed, morning stiffness duration)
- Joint swelling, warmth, redness
- Back pain (site, radiation to leg, relationship to posture)
- Muscle pain / cramps / weakness
- Bone pain
Endocrine System
- Heat/cold intolerance
- Excessive sweating
- Polydipsia, polyuria (diabetes)
- Skin/hair/nail changes
- Changes in libido or sexual function
- Growth abnormalities
Haematological System
- Easy bruising or bleeding
- Petechiae / purpura
- Prolonged bleeding from cuts
- Recurrent infections
- Lymph node enlargement (painless vs. painful, duration)
- Pallor, fatigue (anaemia symptoms)
Psychiatric / Mental Health
- Mood (depression, elation)
- Anxiety
- Hallucinations, delusions
- Sleep patterns
- Memory and cognition
Skin
- Rashes (site, character, spread, relationship to sun)
- Itching
- Changes in moles
- Hair loss, nail changes
PHYSICAL EXAMINATION
9. GENERAL PHYSICAL EXAMINATION (GPE)
Performed before systemic examination. Assess the patient from the end of the bed first ("end of the bed diagnosis").
General Appearance
- Level of consciousness: AVPU or GCS
- Apparent age vs. stated age
- Built: thin, average, obese; well-nourished vs. malnourished
- Well / ill / toxic / distressed
- Comfortable at rest vs. in obvious distress
- Posture and gait (if ambulant)
Vital Signs (MUST document all)
| Parameter | Detail |
|---|
| Temperature | Oral / axillary / rectal; normal: 36.5-37.5°C |
| Pulse | Rate (per minute), rhythm, character, volume, vessel wall (right radial first) |
| Blood pressure | Both arms; lying and standing (for postural hypotension) |
| Respiratory rate | Breaths per minute (counted for 1 full minute) |
| Oxygen saturation (SpO2) | By pulse oximetry on room air |
| Weight | In kg |
| Height | In cm |
| BMI | Weight (kg) / Height² (m²) |
Anthropometric Measures
- Waist circumference (metabolic syndrome)
- Waist-to-hip ratio
Skin and Nails
- Pallor (conjunctival, palmar, mucosal)
- Jaundice / icterus (scleral first)
- Cyanosis: central (tongue, lips) vs. peripheral (fingertips)
- Clubbing (grades I-IV: Schamroth's sign, loss of angle, drum-stick appearance)
- Koilonychia (iron deficiency)
- Leuconychia (hypoalbuminaemia)
- Pigmentation: hyperpigmentation (Addison's, haemochromatosis), depigmentation (vitiligo)
- Spider naevi (>5 significant, upper body distribution)
- Palmar erythema
- Xanthomata / xanthelasma
- Purpura, petechiae, ecchymoses
- Oedema (pitting vs. non-pitting, bilateral vs. unilateral, sacral)
Head and Face
- Facial puffiness (myxoedema, nephrotic syndrome, superior vena cava obstruction)
- Malar flush (mitral stenosis, SLE)
- Facial asymmetry
- Periorbital oedema
Eyes
- Conjunctival pallor (anaemia)
- Scleral icterus
- Xanthelasma
- Exophthalmos / proptosis (thyroid)
- Corneal arcus (dyslipidaemia, especially if < 50 years)
- Kayser-Fleischer rings (Wilson's disease)
Oral Cavity
- Lips: pallor, central cyanosis, angular stomatitis (B12/iron deficiency)
- Tongue: glossitis (B12/folate/iron), geographical tongue, macroglossia
- Teeth and gums: dental hygiene, gum hypertrophy
- Tonsils
- Palate: high-arched (Marfan's)
- Breath (uraemic fetor, hepatic fetor/foetor hepaticus, ketotic)
Neck and Lymph Nodes
- Lymphadenopathy: cervical (anterior/posterior), submandibular, submental, supraclavicular (Virchow's node - left side), axillary, inguinal
- Size, consistency, tenderness, mobility, matting
- Thyroid: goitre (size, consistency, nodularity, bruit, tracheal deviation)
- JVP (jugular venous pressure): height from sternal angle, waveform (a, c, v waves), hepatojugular reflux
- Carotid pulse: character
Hands
- Temperature, moisture (hyperthyroidism = warm moist; hypothyroidism = dry)
- Tremor: fine (thyrotoxicosis), coarse (liver flap / asterixis)
- Thenar/hypothenar wasting
- Dupuytren's contracture
- Peripheral cyanosis
10. SYSTEMIC EXAMINATION
A. CARDIOVASCULAR SYSTEM (CVS)
Inspection
- Precordial bulge (childhood cardiac enlargement)
- Apex beat visible?
- Visible pulsations (aortic, carotid)
- Surgical scars (median sternotomy, lateral thoracotomy, pacemaker site)
Palpation
- Apex beat: location (normally 5th ICS, midclavicular line), character (heaving, thrusting, tapping, diffuse), double impulse
- Parasternal heave (right ventricular hypertrophy)
- Thrills (systolic / diastolic; grade ≥4 murmur)
- Palpable P2 (pulmonary hypertension)
Percussion
- Cardiac dullness (rarely done in modern practice; can detect massive cardiomegaly or pericardial effusion)
Auscultation (in 4 areas + additional)
| Area | Location | Best hears |
|---|
| Aortic | 2nd ICS, right sternal border | Aortic valve |
| Pulmonary | 2nd ICS, left sternal border | Pulmonary valve |
| Tricuspid | Lower left sternal border (4th ICS) | Tricuspid valve |
| Mitral (apex) | 5th ICS, midclavicular line | Mitral valve |
- Heart sounds: S1, S2 (intensity, splitting), S3 (volume overload, heart failure), S4 (stiff ventricle)
- Murmurs: timing (systolic / diastolic / continuous), grade (I-VI), character, location, radiation, behaviour with manoeuvres (Valsalva, standing, squatting)
- Pericardial friction rub
- Additional: carotid artery auscultation (bruits), aorta and renal arteries
Additional CVS Examination
- Peripheral pulses: radial, brachial, femoral, popliteal, posterior tibial, dorsalis pedis
- Radio-femoral delay (coarctation of aorta)
- Ankle-brachial index if peripheral vascular disease suspected
- Fundoscopy for hypertensive / diabetic retinopathy
B. RESPIRATORY SYSTEM
Inspection
- Shape of chest: barrel chest (COPD), pigeon chest (pectus carinatum), funnel chest (pectus excavatum), kyphoscoliosis
- Respiratory rate and rhythm (Cheyne-Stokes, Kussmaul, Biot's)
- Depth and symmetry of chest movement
- Use of accessory muscles (scalene, sternocleidomastoid)
- Intercostal / subcostal / suprasternal recession (in children)
- Tracheal position (central vs. deviated)
- Scars (thoracotomy, drain sites)
Palpation
- Tracheal position (fingers in suprasternal notch)
- Chest expansion: upper, middle, lower zones bilaterally (normal >5 cm)
- Tactile vocal fremitus (TVF): increased (consolidation), decreased (pleural effusion, pneumothorax)
- Apex beat position
Percussion
- Systematically front and back: resonant (normal), dull (consolidation, effusion, collapse), stony dull (effusion), hyper-resonant (pneumothorax, emphysema)
- Liver and cardiac dullness on right side as reference points
Auscultation
- Breath sounds: vesicular (normal), bronchial (consolidation, upper lobe collapse), diminished / absent
- Adventitious sounds:
- Crackles (fine = pulmonary oedema / fibrosis; coarse = bronchiectasis / pneumonia)
- Wheeze (expiratory = asthma, COPD; inspiratory = stridor = upper airway)
- Pleural friction rub (pleuritis, PE, pneumonia)
- Vocal resonance / whispering pectoriloquy / aegophony
C. GASTROINTESTINAL SYSTEM (ABDOMEN)
Inspection (patient supine, arms at side, abdomen fully exposed)
- Contour: flat, scaphoid (hollow), distended (generalised or localised)
- Visible peristalsis
- Pulsations (epigastric - aortic aneurysm)
- Dilated veins: caput medusae (periumbilical, portal hypertension), inferior/superior vena caval obstruction pattern
- Herniae: umbilical, inguinal, incisional, epigastric
- Scars (previous surgery)
- Stria (stretch marks - pregnancy, ascites, Cushing's)
- Skin discolouration: Grey-Turner's sign (flank bruising - haemorrhagic pancreatitis), Cullen's sign (periumbilical - intraperitoneal haemorrhage)
- Visible masses
Palpation (light then deep; watch patient's face for pain)
- Systematic 9-region or 4-quadrant approach
- Tenderness: site, severity, guarding (voluntary / involuntary), rigidity
- Rebound tenderness (peritoneal irritation)
- Organomegaly:
- Liver: lower edge in mid-clavicular line; size (cm below costal margin), consistency (soft / firm / hard / nodular), surface (smooth / irregular), tenderness, pulsatility
- Spleen: enlarges towards right iliac fossa; Traube's space dullness; spleen notch palpable
- Kidneys: bimanual palpation; ballottement; palpable in thin patients normally
- Bladder: suprapubic dullness when full
- Aorta: epigastric pulsation, expansile vs. transmitted
- Murphy's sign (cholecystitis)
- Masses: site, size, shape, surface, edges, consistency, mobility, pulsatility
Percussion
- Liver size (upper and lower borders by dullness)
- Splenic dullness in Traube's space
- Ascites: shifting dullness, fluid thrill (for large ascites)
- Tympany over gas-filled bowel
Auscultation
- Bowel sounds: normal, increased (obstruction, gastroenteritis), decreased / absent (ileus, peritonitis)
- Arterial bruits (renal artery, aortic)
- Friction rubs (liver / spleen)
Rectal Examination (when indicated)
- Perianal inspection: haemorrhoids, fissures, fistulae
- Digital rectal exam: sphincter tone, rectal mucosa, prostate (males), masses, blood on glove
D. NERVOUS SYSTEM
Higher Mental Functions
- Level of consciousness (GCS: E+V+M)
- Orientation: time, place, person
- Attention and concentration
- Memory: immediate recall, short-term, long-term
- Language: fluency, comprehension, repetition, naming (dysphasia types)
- Praxis, visuospatial function, executive function
- Mini-Mental State Examination (MMSE) or Montreal Cognitive Assessment (MoCA) if cognitive impairment suspected
Cranial Nerves (CN I to XII)
| CN | Name | Test |
|---|
| I | Olfactory | Coffee / vanilla recognition each nostril |
| II | Optic | Visual acuity (Snellen), visual fields (confrontation), fundoscopy (optic disc, retina) |
| III, IV, VI | Oculomotor, Trochlear, Abducens | Pupil size/reactions, PERLA, extra-ocular movements (H-pattern), nystagmus |
| V | Trigeminal | Corneal reflex, facial sensation (3 divisions), jaw muscles, jaw jerk |
| VII | Facial | Facial symmetry at rest and on movement (raise brows, close eyes, show teeth, puff cheeks) |
| VIII | Vestibulocochlear | Gross hearing, Rinne and Weber tests, Romberg's |
| IX, X | Glossopharyngeal, Vagus | Gag reflex, palate movement, voice (hoarseness) |
| XI | Accessory | SCM and trapezius strength against resistance |
| XII | Hypoglossal | Tongue protrusion (deviation to weak side), fasciculations, atrophy |
Motor System
- Inspection: muscle bulk, wasting, fasciculations, involuntary movements
- Tone: normal / hypotonia / spasticity (clasp-knife) / rigidity (lead-pipe / cogwheel)
- Power: MRC grade 0-5 for each muscle group (proximal and distal, upper and lower limbs)
- Reflexes:
- Deep tendon reflexes: biceps (C5/6), brachioradialis (C5/6), triceps (C7), knee (L3/4), ankle (S1/2)
- Grade: 0 (absent), 1+ (diminished), 2+ (normal), 3+ (brisk), 4+ (clonus)
- Plantar response (Babinski): flexor (normal) vs. extensor (UMN lesion)
- Abdominal reflexes, cremasteric reflex
Sensory System
- Light touch (cotton wool)
- Pain (pinprick - use neurological pin)
- Temperature (cold/warm tubes)
- Vibration sense (128 Hz tuning fork at bony prominences - great toe, malleolus, knee, ASIS, sternum)
- Proprioception / joint position sense (fingers and toes)
- Cortical sensations: two-point discrimination, stereognosis, graphaesthesia
Cerebellar Function (DANISH)
- Dysdiadochokinesia (rapid alternating movements)
- Ataxia (gait - tandem walking, broad-based)
- Nystagmus (horizontal - fast phase to side of lesion)
- Intention tremor (finger-nose test, heel-shin test)
- Scanning speech (dysarthria)
- Hypotonia
Gait Assessment
- Normal gait
- Hemiplegic (circumduction)
- Spastic scissor gait
- Parkinsonian (shuffling, festinant, reduced arm swing)
- Cerebellar (wide-based, ataxic, staggering)
- Steppage gait (foot drop)
- Antalgic gait (pain avoidance)
- Waddling gait (proximal myopathy)
E. MUSCULOSKELETAL SYSTEM
General
- Gait (as above)
- Posture and spinal alignment (scoliosis, kyphosis, lordosis)
For Each Joint (LOOK, FEEL, MOVE)
Look
- Swelling (bony vs. soft tissue), deformity, muscle wasting, skin changes (redness, rash, tophi)
Feel
- Temperature (warm = inflammation)
- Tenderness: joint line vs. periarticular
- Crepitus on movement
- Effusion tests (e.g., patellar tap, bulge sign for knee effusion)
Move
- Active range of motion (patient moves)
- Passive range of motion (examiner moves)
- Resisted movement (tests muscle/tendon strength)
Special Tests by Region
- Shoulder: Hawkins, Neer, empty can (rotator cuff)
- Elbow: golfer's / tennis elbow tests
- Wrist/Hand: Tinel's, Phalen's (carpal tunnel)
- Hip: FABER/FADIR, Thomas test (flexion contracture), Trendelenburg sign
- Knee: Lachman, anterior drawer (ACL), McMurray (meniscus), valgus/varus stress
- Ankle/Foot: anterior drawer, Thompson test (Achilles)
F. ENDOCRINE SYSTEM (Targeted)
Examine based on clinical suspicion:
Thyroid
- Goitre: size, consistency, surface, mobility with swallowing, bruit
- Features of hyper/hypothyroidism: pulse, skin, hair, eyes, reflexes, weight
Adrenal
- Cushing's: moon face, buffalo hump, central obesity, purple striae, skin fragility, hypertension
- Addison's: hyperpigmentation (buccal mucosa, skin creases, scars), postural hypotension
Pituitary
- Acromegaly: enlarged jaw, hands, feet, frontal bossing, macroglossia, widely spaced teeth
- Hypopituitarism: pale, fine wrinkled skin, loss of secondary sexual characteristics
Diabetes
- Signs of complications: peripheral neuropathy, retinopathy, foot changes, lipodystrophy at injection sites
G. RENAL SYSTEM
- Ballottement of kidneys
- Renal angle (costovertebral angle) tenderness
- Bladder palpation and percussion
- Blood pressure (hypertension in renal disease)
- Oedema (periorbital in nephrotic syndrome, peripheral)
- Signs of uraemia: asterixis, encephalopathy, pericardial rub, pallor, sallow complexion, scratch marks
11. CLINICAL SUMMARY AND FORMULATION
After completing the history and examination, synthesise your findings:
- Working diagnosis / differential diagnosis (in order of likelihood)
- Relevant positive and negative findings that support or refute each diagnosis
- Investigations required: bloods, imaging, special tests
- Initial management plan
QUICK REFERENCE: ORDER OF HISTORY TAKING
1. Biographical Data
2. Chief Complaints (with duration)
3. History of Present Illness (SOCRATES + sequence)
4. Past Medical/Surgical History
5. Drug History + Allergies
6. Family History
7. Personal and Social History
8. Review of Systems (Systemic Enquiry)
----------- PHYSICAL EXAMINATION -----------
9. General Physical Examination (Vitals + General signs)
10. CVS Examination
11. Respiratory Examination
12. Abdominal / GI Examination
13. Neurological Examination
14. Musculoskeletal Examination
15. Endocrine / Other Targeted Examination
Sources: Harrison's Principles of Internal Medicine, 22nd Edition (2025, McGraw-Hill); Goldman-Cecil Medicine; standard MBBS/MD clinical medicine training framework.