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📋 Case Sheet Documentation — Quick Reference Guide
For Medical Students & Interns
SECTION 1 — Patient Identification (Always First)
| Field | What to Write |
|---|
| Name | Full name (no initials alone) |
| Age / Sex | e.g., "32 years / Male" |
| Father's / Husband's name | As applicable |
| Occupation | Relevant to diagnosis (e.g., farmer, miner) |
| Address | Full address with contact number |
| IP/OP Number | Registration / bed number |
| Date & Time of Admission | DD/MM/YYYY, HH:MM |
| Informant | Patient / relative / bystander + reliability |
SECTION 2 — Chief Complaints (CC)
- List in patient's own words, in chronological order
- Include duration of each complaint
- Limit to 3-5 main complaints
Format:
1. Fever — 5 days
2. Cough with expectoration — 3 days
3. Breathlessness on exertion — 1 day
✗ Do NOT write: "Patient has pneumonia" — that is a diagnosis, not a complaint.
SECTION 3 — History of Present Illness (HPI)
Use the SOCRATES / OLDCART framework for each complaint:
| Mnemonic | Stands For |
|---|
| O | Onset (sudden / gradual) |
| L | Location / site |
| D | Duration |
| C | Character (burning, throbbing, colicky) |
| A | Aggravating factors |
| R | Relieving factors |
| T | Timing / pattern (continuous, intermittent) |
| S | Severity (scale 1-10 or functional impact) |
| A | Associated symptoms |
- Document positive findings AND relevant negatives
- Note any treatment taken before admission
SECTION 4 — Past History
Document in this order:
- Similar illness in the past
- HTN / DM / TB / Asthma / IHD / Epilepsy / Thyroid disorders
- Previous hospitalizations / surgeries
- Known allergies (drugs, food, environment) - highlight prominently
- Medication history (current and recent)
Write "Not a known case of HTN/DM/TB/IHD/Asthma" if all are absent.
SECTION 5 — Personal, Family & Social History
Personal History:
- Diet: Vegetarian / Non-vegetarian / Mixed
- Appetite, sleep, bowel habits, micturition
- Menstrual history (in females - LMP, cycle regularity)
- Addiction: Smoking (pack years), alcohol (units/week), tobacco, drugs
Family History:
- Same illness in family members?
- Hereditary conditions (DM, HTN, malignancy, bleeding disorders)
Social History:
- Socioeconomic status
- Living conditions, occupational exposure, travel history
SECTION 6 — General Physical Examination (GPE)
Document in this standard sequence:
Built & Nourishment: Well built, moderately nourished
Pallor: Present / Absent (Grade I / II / III)
Icterus: Present / Absent
Cyanosis: Central / Peripheral / Absent
Clubbing: Present (Grade I-IV) / Absent
Lymphadenopathy: Present (site, size, consistency) / Absent
Edema: Pitting / Non-pitting / Absent (site)
Dehydration: Present / Absent
Vitals — Always record ALL six:
| Parameter | Value | Normal Range |
|---|
| Pulse | rate, rhythm, volume, character | 60-100/min |
| Blood Pressure | both arms if needed | <120/80 mmHg |
| Respiratory Rate | | 12-18/min |
| Temperature | oral/axillary/rectal | 37°C (98.6°F) |
| SpO₂ | on room air | ≥95% |
| Height / Weight / BMI | | - |
SECTION 7 — Systemic Examination
Examine and document all systems, not just the affected one:
| System | Key Points to Document |
|---|
| CVS | Apex beat, heart sounds (S1, S2), murmurs, added sounds |
| RS | Air entry, breath sounds, adventitious sounds (crepts, ronchi, wheeze) |
| Abdomen | Inspection, palpation (organomegaly), percussion, auscultation (bowel sounds) |
| CNS | GCS, orientation, cranial nerves, motor/sensory, reflexes |
| Musculoskeletal | Joints, deformity, tenderness, ROM |
| Skin/Lymph nodes | Rashes, lesions, LN enlargement |
Document both positive and relevant negative findings.
SECTION 8 — Diagnosis
Step 1 - Provisional Diagnosis
Written after history + examination, before investigations:
Provisional Diagnosis:
1. [Most likely condition] — e.g., Lobar pneumonia (right lower lobe)
2. [Differential 1] — e.g., ? Pulmonary tuberculosis
3. [Differential 2] — e.g., ? Lung abscess
Step 2 - Final Diagnosis
Written after all investigation reports are reviewed:
Final Diagnosis:
Primary: Right-sided lobar pneumonia (community acquired, moderate severity)
Comorbidity: Type 2 Diabetes Mellitus
Complication: Right parapneumonic effusion
Diagnosis Writing Rules:
- Use "?" prefix for unconfirmed suspicions
- Include: site + etiology + severity/stage
- Never write symptoms (e.g., "fever") as a diagnosis
- Use standard terminology, not abbreviations alone
SECTION 9 — Investigations
Document in a structured way:
Investigations Advised:
Routine: CBC, RFT, LFT, Blood glucose, Urine R/E, ECG
Specific: Chest X-ray (PA view), Sputum AFB x3, CBNAAT
Special: CT chest (if needed), Bronchoscopy (if indicated)
Always note:
- Date investigation was ordered
- Date result was received
- Attach or reference result in the case sheet
SECTION 10 — Treatment Plan
Treatment:
1. Admit under [Department] / Bed No.___
2. Diet: _____ (diabetic diet / soft diet / NPO)
3. IV access: 18G cannula, right forearm
4. Medications:
- Inj. [Drug] [Dose] [Route] [Frequency]
- Tab. [Drug] [Dose] [Route] [Frequency]
5. Monitoring: Vitals 4-hourly / urine output / glucose monitoring
6. Informed consent: Obtained / Pending
SECTION 11 — Progress Notes (Daily)
Write daily progress notes using the SOAP format:
| Letter | Content |
|---|
| S - Subjective | How the patient feels today (in their words) |
| O - Objective | Vitals, examination findings, new investigation results |
| A - Assessment | Clinical status: improving / stable / deteriorating |
| P - Plan | Changes in management, new investigations, referrals |
Always sign with name, designation, and time.
SECTION 12 — Discharge Summary
Must include:
- Dates of admission and discharge
- Final diagnosis (all conditions managed)
- Summary of hospital course
- Investigations and their results
- Procedures performed
- Discharge condition
- Discharge medications (with dose, frequency, duration)
- Follow-up instructions and review date
- Advice given to patient/relatives
GOLDEN RULES OF CASE SHEET DOCUMENTATION
| # | Rule |
|---|
| 1 | "If it isn't written, it wasn't done" - document everything |
| 2 | Always sign, date, and time every entry |
| 3 | Write legibly in black/blue ink |
| 4 | Never overwrite or obliterate errors - draw a single line, write above, sign |
| 5 | Never leave the diagnosis blank - write "? [condition]" if unsure |
| 6 | Record informed consent explicitly |
| 7 | Document patient non-compliance if it occurs |
| 8 | Note drug allergies prominently (ideally on cover page) |
| 9 | Medical records must be preserved for minimum 3 years |
| 10 | Records are confidential - do not share without patient consent |
Source: The Essentials of Forensic Medicine and Toxicology, 36th ed. (2026) | Standard Clinical Practice Guidelines