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History Taking in General Surgery
Sourced from Bailey & Love's Short Practice of Surgery (28th ed.) and Pye's Surgical Handicraft (22nd ed.)
Why History Matters
"With care and experience, a careful history will provide over 70% of the information required to reach the correct diagnosis" - and if history + examination are combined, the figure rises above 85%.
- Pye's Surgical Handicraft, p. 113
The experienced surgeon begins observing before a word is spoken - gait, facial expression, position in bed, and tone of speech all offer diagnostic clues.
Structure of a Surgical History
1. Introduction and Rapport
- Introduce yourself and establish privacy
- Gain consent to begin the consultation
- Allow the patient to speak without interruption first
- Ease anxiety - a tense patient gives an unreliable abdominal examination
- Use a chaperone when appropriate (especially in paediatric patients)
2. Presenting Complaint (PC)
Start with an open question: "What brought you to see us today?"
Then use directed questions to refine:
| Feature to Elicit | What to Ask |
|---|
| Duration | How long has this been present? |
| Onset | Sudden vs gradual? |
| Character/Nature | Aching, sharp, colicky, burning, constant? |
| Site | Where exactly? Point to it |
| Radiation | Does it spread anywhere? |
| Severity | Score out of 10; effect on daily activities |
| Aggravating factors | Food, movement, breathing, defecation? |
| Relieving factors | Rest, posture, antacids, analgesics? |
| Associated symptoms | Nausea, vomiting, fever, weight loss, jaundice |
Pain - The SOCRATES Mnemonic
- Site
- Onset
- Character
- Radiation
- Associations
- Time course / duration
- Exacerbating / relieving factors
- Severity
"In the acute situation, pain is the most common presenting feature." - Bailey & Love, p. 1073
Classic Pain Patterns to Know
| Condition | Site | Radiation | Key Feature |
|---|
| Biliary colic | RUQ | Tip of right scapula | Triggered by fatty meal |
| Acute appendicitis | Periumbilical → RIF | - | Migration is pathognomonic |
| Acute pancreatitis | Epigastrium | Back (band-like) | Abrupt onset, severe |
| Peptic ulcer perforation | Epigastrium | Back | Board-like rigidity |
| Ureteric colic | Flank | Groin/scrotum | Haematuria |
| Intestinal obstruction | Periumbilical (colicky) | - | Distension, absolute constipation |
| Leaking AAA | Epigastric/back | - | Pulsatile mass, shock |
3. Past Medical History (PMH)
Elicit:
- Previous similar episodes - recurrent RIF pain may suggest Crohn's disease, ileocaecal TB, or amoebic typhlitis
- Previous abdominal surgery - adhesions are the commonest cause of small bowel obstruction
- Previous laparotomy - particularly relevant in bowel obstruction
- Comorbidities: diabetes mellitus, TB, cardiac disease, rheumatic fever, haematological conditions (sickle cell causing abdominal pain, bleeding disorders)
- Myocardial infarction: surgery within 3-6 months of an MI carries a 75% risk of re-infarction, with 25% mortality - an important surgical contraindication
4. Drug History and Allergies
Critical for surgical patients:
| Drug | Surgical Implication |
|---|
| Beta-blockers | Masks tachycardia of haemorrhage |
| Corticosteroids (long-term) | Requires IV steroid cover perioperatively (adrenal crisis risk) |
| Anticoagulants (warfarin, NOACs) | Must be reversed/bridged before surgery |
| NSAIDs / Aspirin | Risk of GI haemorrhage |
| Oral contraceptive pill | Increased risk of DVT post-surgery |
| Insulin / oral hypoglycaemics | Sliding scale insulin required perioperatively |
Always ask about allergies - to drugs, anaesthetic agents, latex, iodine.
"It is not uncommon for a patient to deny symptoms of cardiorespiratory disease, only for the doctor to find the patient is on drugs which have clearly treated such disease effectively!" - Pye's, p. 113
5. Social History (SH)
- Smoking - pulmonary complications risk, wound healing, malignancy
- Alcohol - hepatic function, coagulopathy, withdrawal risk, delirium tremens
- Illicit drug use
- Occupation - industrial hazards (asbestos → mesothelioma; aniline dyes → bladder cancer); whether a hernia arose during heavy lifting
- Domestic circumstances - affects discharge planning, need for home support or convalescent care
6. Family History (FH)
Ask specifically about:
- Colorectal cancer (FAP, Lynch syndrome)
- Inflammatory bowel disease (Crohn's, UC)
- Gallstones and duodenal ulceration
- Endocrine disorders - hyperparathyroidism (renal calculi, peptic ulcers)
- Genetic conditions - adverse reactions to anaesthetics (malignant hyperthermia - RYR1/CACNA1A mutations)
- Diabetes mellitus / TB (within the family may mimic or cause surgical presentations)
7. Systematic Enquiry (Review of Systems)
This is not optional in surgery. It achieves three purposes:
- Identifies additional features overlooked in the presenting complaint
- May reveal a more significant diagnosis - e.g., symptoms of lung cancer in a patient presenting with a hernia
- Establishes fitness for anaesthesia - a core surgical obligation
Systems to review:
- Cardiovascular: chest pain, dyspnoea, palpitations, ankle swelling, exercise tolerance
- Respiratory: cough, dyspnoea, haemoptysis, wheeze
- GI: dysphagia, heartburn, nausea, vomiting, haematemesis, melaena, PR bleeding, bowel habit changes
- Urological: dysuria, frequency, haematuria, stream, nocturia
- Gynaecological (female patients): LMP, pregnancy status, menorrhagia, discharge
- Neurological: headache, visual changes, weakness, parasthesia
- Constitutional: fever, weight loss, night sweats, fatigue, anorexia
"The most important adage of all is 'above all else, to do no harm'." - Pye's Surgical Handicraft
Key Symptom Analysis in Surgery
Altered Bowel Habit
| Pattern | Likely Diagnosis |
|---|
| Longstanding diarrhoea, left pain easing post-defecation | IBS |
| Recent onset diarrhoea + blood/mucus | Colonic carcinoma or IBD |
| Progressive change + acute obstruction | Stenotic left colon cancer |
| Absolute constipation + distension | Mechanical bowel obstruction |
| Marked distension + RIF tenderness | Closed-loop obstruction, caecal rupture risk |
Weight Loss and Anorexia
Insidious weight loss with anorexia should always raise concern for malignancy:
- Right colon cancer → anaemia (occult blood loss)
- Gastric cancer → anorexia and early satiety
- Liver metastases → weight loss
- Ovarian cancer → abdominal distension
- Biliary malignancy → painless jaundice
Jaundice
Establish: onset (sudden vs gradual), colour of urine/stools, pruritus, fever (Charcot's triad), pain, weight loss, alcohol use.
Haematemesis / Melaena / PR Bleeding
- Haematemesis: bright red (arterial) vs coffee-ground (slower/gastric)
- Melaena implies a source proximal to the splenic flexure
- PR bright red blood: lower GI source; mix with stool = right colon; fresh on toilet paper = haemorrhoids
Special Considerations
Acute vs Elective Presentation
In acute settings: focus rapidly on pain characterisation, vital signs, time of last meal, and contraindications to emergency surgery.
In elective settings: full systematic approach with comprehensive pre-anaesthetic assessment.
Paediatric and Elderly Patients
- Children: obtain history from parents but attempt to include the child
- Elderly: note cognitive baseline, polypharmacy, fall history, functional status
Female Patients
Always ask:
- Last menstrual period (LMP) - exclude ectopic pregnancy in women of reproductive age with lower abdominal pain
- Pregnancy status - mandatory before any imaging or anaesthesia
- Gynaecological history - ovarian pathology, PID, endometriosis
Principles of History Taking - Summary Box
(from Bailey & Love, p. 1074)
- Identify the reason for consultation - the presenting complaint
- Determine the onset, duration and evolution of symptoms
- Deduce the most likely organ or system affected
- Refine history with relevant direct questions
- Establish relevant past, social, family, drug and allergy history
- Complete with a thorough review of systems
- Devise a differential diagnosis list
Viva Questions - History Taking in General Surgery
Basic / Foundation Level
Q1. What percentage of diagnoses can be made from history alone?
A: Over 70% from history alone; over 85% when combined with clinical examination (Pye's Surgical Handicraft).
Q2. What is the SOCRATES mnemonic for pain history?
A: Site, Onset, Character, Radiation, Associations, Time course, Exacerbating/relieving factors, Severity.
Q3. Why do you ask about previous abdominal surgery in a patient with intestinal obstruction?
A: Adhesions from previous laparotomy are the most common cause of small bowel obstruction. The history directly predicts the likely aetiology.
Q4. A patient is on long-term steroids. What is the surgical concern?
A: Suppression of the hypothalamic-pituitary-adrenal axis means the patient cannot mount an appropriate cortisol response to surgical stress. IV steroid supplementation (hydrocortisone cover) is required to prevent an adrenal (Addisonian) crisis perioperatively.
Q5. What does it mean if a bleeding patient is on a beta-blocker?
A: The reflex tachycardia of haemorrhage is blunted. The patient may have significant blood loss without a proportionate rise in heart rate, giving a falsely reassuring picture.
Q6. Why must you ask about the last menstrual period in a young woman with RIF pain?
A: To exclude ectopic pregnancy, which classically presents with right or left iliac fossa pain and can be life-threatening if ruptured. It must be considered before any investigation or surgical intervention.
Intermediate Level
Q7. Where does pain from the appendix initially localise and why does it shift?
A: Initially periumbilical (visceral pain from midgut - T10 dermatome, autonomic innervation). As inflammation spreads to the parietal peritoneum of the right iliac fossa (somatic innervation by iliohypogastric / intercostal nerves), pain localises to McBurney's point. This migration is pathognomonic of appendicitis.
Q8. Describe the pain of biliary colic and explain its pathophysiology.
A: Colicky right upper quadrant pain radiating to the tip of the right scapula, precipitated by fatty meals. A fatty meal releases cholecystokinin (CCK), which causes gallbladder contraction against an obstructed cystic duct (by a stone). The pain is referred to the right scapular tip via the right phrenic nerve (C3-C5 dermatome shared with right shoulder).
Q9. What are Charcot's triad and what does it suggest?
A: Right upper quadrant pain + fever + jaundice = ascending cholangitis (infection of the biliary tree, usually from choledocholithiasis). Reynolds' pentad adds hypotension and altered consciousness, suggesting septic shock.
Q10. What is the significance of weight loss in a surgical history?
A: Unintentional weight loss >5% over 3-6 months is a red flag for malignancy. It is associated with colon cancer (right-sided with anaemia), gastric cancer (anorexia, early satiety), pancreatic cancer (painless jaundice, weight loss), and lymphoma. It should always prompt further investigation.
Q11. What is absolute constipation and what does it imply?
A: No passage of either flatus or faeces. This is a cardinal sign of complete mechanical bowel obstruction, implying no gas is passing beyond the obstruction. It must be differentiated from obstipation (no faeces but flatus may pass = incomplete obstruction or ileus).
Q12. How do you assess fitness for anaesthesia from the history?
A: Systematic enquiry into cardiorespiratory status: exercise tolerance (MET - metabolic equivalents), dyspnoea, angina, previous MI (timing matters - avoid surgery <3-6 months post-MI), arrhythmias, COPD, OSA, bleeding disorders, previous anaesthetic complications. The ASA classification is based largely on the history.
Advanced / Exam Level
Q13. A patient with acute epigastric pain denies cardiac history. What drug history finding might suggest otherwise?
A: Finding the patient is on antihypertensives, statins, nitrates, beta-blockers, or anti-anginals would indicate treated cardiac disease. Inferior MI can present as epigastric pain. An ECG and troponin are mandatory.
Q14. How does the history differentiate organic from functional bowel disease?
A: Features favouring organic disease: recent onset, progressive symptoms, nocturnal symptoms (waking from sleep), blood/mucus in stool, unintentional weight loss, family history of colorectal cancer, age >50 with new symptoms. Features favouring IBS (functional): longstanding, episodic, related to stress, left-sided pain relieved by defecation, bloating, alternating bowel habit, no red flags.
Q15. What is the surgical significance of the oral contraceptive pill?
A: OCP increases risk of deep vein thrombosis (DVT) and pulmonary embolism (PE) perioperatively by inducing a hypercoagulable state (increased clotting factors, decreased antithrombin). Risk-benefit assessment is required; consideration should be given to stopping OCP 4-6 weeks before elective major surgery if thromboprophylaxis cannot be fully assured.
Q16. Why is industrial history important in surgical clerking?
A: Occupational exposures cause specific malignancies: asbestos → mesothelioma and lung cancer; aniline dyes / rubber industry → transitional cell carcinoma of the bladder; radiation exposure → thyroid/haematological malignancy. Occupation may also explain hernia development (heavy manual work).
Q17. A 70-year-old man presents with painless jaundice and weight loss. What history findings would point to pancreatic cancer vs choledocholithiasis?
A: Pancreatic cancer: insidious onset, progressive, painless jaundice with weight loss, anorexia, pale stools + dark urine, possible new-onset diabetes mellitus, no biliary colic history, Courvoisier's sign possible. Choledocholithiasis: previous biliary colic history, episodic jaundice, associated RUQ pain, fever (cholangitis), younger patients, often not painless.
Q18. How does the social history influence surgical decision-making?
A: Smoking increases anaesthetic and respiratory complications, wound infection, and anastomotic leak risk. Alcohol excess indicates hepatic dysfunction (coagulopathy, poor healing, alcohol withdrawal risk - Wernicke's, delirium tremens). Domestic circumstances determine feasibility of day-case surgery and post-operative recovery at home. Social isolation may require convalescent placement.
Q19. What are the red flag symptoms in a surgical history that mandate urgent investigation?
A: Unintentional weight loss, dysphagia, haematemesis, melaena, fresh PR bleeding in >40 years, change in bowel habit >6 weeks, palpable abdominal/rectal mass, iron-deficiency anaemia, obstructive jaundice, persistent vomiting.
Q20. You are clerking a patient for an emergency laparotomy. What are the most critical history items to establish urgently?
A: (1) Time of last oral intake (aspiration risk - full stomach protocol); (2) Allergy history (contrast, penicillin, latex); (3) Current anticoagulants/antiplatelets (reversal may be needed); (4) Significant cardiac/respiratory comorbidities; (5) Previous similar episodes or operations; (6) Drug history for steroid cover, insulin management; (7) Pregnancy status (females of reproductive age); (8) Bleeding history/disorders.
Summary Table: Components of a Surgical History
| Component | Key Points |
|---|
| PC | Onset, duration, character, SOCRATES for pain |
| PMH | Previous surgery, similar episodes, comorbidities, MI timing |
| DHx | Anticoagulants, steroids, beta-blockers, OCP, allergies |
| SHx | Smoking, alcohol, occupation, domestic support |
| FHx | Cancer, IBD, bleeding disorders, anaesthetic reactions |
| Systems Review | Cardiorespiratory fitness, GI, urological, gynaecological |
Sources: Bailey & Love's Short Practice of Surgery 28th Edition, pp. 1073-1074; Pye's Surgical Handicraft 22nd Edition, pp. 112-115