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Clerking an Obstetrics Patient — Comprehensive History Taking Guide
Opening the Consultation
- Wash hands, introduce yourself (name and role)
- Confirm patient's name, date of birth, and MRN
- Explain you are going to take a history; obtain verbal consent
- Ensure privacy and comfort; have a chaperone present
1. Key Pregnancy Details (Establish Early)
These frame your entire history and guide differential diagnoses:
| Term | Definition |
|---|
| Gestational Age (GA) | Weeks from first day of LMP |
| Gravida (G) | Total number of pregnancies (including current) |
| Para (P) | Births ≥24 weeks gestation, regardless of outcome |
| TPAL | Term / Preterm / Abortions (miscarriage+TOP) / Living children |
Note: Before 18 weeks, most obstetric conditions are unlikely — direct questioning toward gynaecological differentials (e.g., ectopic pregnancy, miscarriage).
2. Presenting Complaint (PC)
Open with: "What brings you in today?"
Allow the patient to describe in her own words. Common presentations include:
- Reduced/absent fetal movements
- Vaginal bleeding
- Abdominal pain / contractions
- Leaking liquor / rupture of membranes
- Headache, visual disturbance, swelling (pre-eclampsia screen)
- Vomiting / hyperemesis
- Dysuria / urinary symptoms
- Vaginal discharge
3. History of Presenting Complaint (HPC)
Use SOCRATES for the main symptom:
- Site: Localised or diffuse?
- Onset: Sudden or gradual? How many weeks gestation when it started?
- Character: Nature of pain/symptom
- Radiation: Does it radiate?
- Associated symptoms: Fever, bleeding, discharge, fetal movement changes
- Timing: Continuous or intermittent? Frequency?
- Exacerbating/Relieving factors
- Severity: 0–10 pain scale
Specific Questions by Complaint
Vaginal Bleeding:
- Amount (pads soaked?), colour, clots?
- Is it painless (think placenta praevia) or painful (think abruption)?
- Any trauma?
Abdominal Pain / Contractions:
- Frequency, duration, regularity?
- Associated with hardening of the abdomen?
- Any show (mucous plug)?
Leaking Liquor (PPROM/SROM):
- Time of onset, colour, odour?
- Continuous or intermittent trickle?
- Any fever or foul-smelling discharge (infection)?
Reduced Fetal Movements:
- When last felt? Normal pattern?
- Any recent illness or trauma?
Headache / Visual Changes / Swelling:
- Onset, severity, visual changes (photopsia, scotoma)?
- Epigastric pain? (pre-eclampsia/HELLP)
- Facial/hand/ankle oedema?
4. Current Pregnancy History
- LMP (first day) → Calculate EDD using Naegele's rule: LMP + 9 months + 7 days
- Adjust if cycles ≠ 28 days
- Confirm with USS (early USS is more accurate for dating; late USS >24 weeks less reliable)
- Planned/unplanned pregnancy?
- ANC attendance: Where, how many visits, any concerns raised?
- Booking bloods: Blood group, Rh status, antibodies, FBC, VDRL, hepatitis, HIV, rubella immunity
- Anomaly scans: First trimester combined screen (NT + bloods), 20-week anatomy scan — any abnormalities?
- Symptoms to date: Nausea/vomiting (severity), fatigue, breast tenderness, quickening (when first felt)
- Current medications: Especially folic acid, iron, aspirin, progesterone, vitamins
- Teratogen exposure: Alcohol, smoking, recreational drugs, prescribed medications (methotrexate, valproate, warfarin, retinoids, thalidomide, ACE inhibitors, lithium, carbamazepine)
- Contraception used prior to pregnancy (important to know if IUD in situ — must be removed)
5. Previous Obstetric History (For Each Prior Pregnancy — in Chronological Order)
For each previous pregnancy, document:
| Item | Details to Elicit |
|---|
| Year | Date of delivery/outcome |
| GA at delivery | Term / preterm |
| Mode of delivery | SVD, instrumental (forceps/ventouse), LSCS (indication) |
| Birthweight | SGA, LGA, macrosomia? |
| Sex | — |
| Complications | Antepartum, intrapartum, postpartum |
| Outcome | Alive and well, neonatal admission (NICU), stillbirth, NND |
| Miscarriages / TOP | Gestation, method (surgical/medical), recurrent (≥3 = recurrent miscarriage) |
| Ectopic | Side, treatment (surgical/medical) |
Specific complications to ask about:
- Pre-eclampsia / gestational hypertension / eclampsia
- Gestational diabetes (GDM)
- Antepartum haemorrhage (placenta praevia / abruption)
- Postpartum haemorrhage (PPH) — primary or secondary?
- Preterm labour / PPROM
- Fetal growth restriction (FGR)
- Congenital anomalies
- Shoulder dystocia
- Thromboembolism (DVT/PE)
- Previous uterine surgery (myomectomy, previous LSCS — number, type of incision)
6. Gynaecological History
- Menstrual history: Menarche, cycle regularity, dysmenorrhoea, menorrhagia
- Last Pap smear: Date, result?
- STIs: Previous infections, treatment?
- Gynaecological conditions: Fibroids, PCOS, endometriosis, ovarian cysts, cervical incompetence
- Previous gynaecological surgery: LLETZ, cone biopsy (↑ risk preterm), cervical cerclage, uterine procedures
7. Past Medical History (PMH)
Document all medical conditions, particularly:
- Hypertension (chronic vs. gestational)
- Diabetes mellitus (type 1/2; GDM risk)
- Cardiac disease (rheumatic heart disease, congenital, valve disease)
- Renal disease / UTIs
- Thyroid disease (hypo/hyperthyroidism)
- Anaemia (iron deficiency, sickle cell, thalassaemia)
- Autoimmune: SLE, antiphospholipid syndrome (↑ miscarriage, thrombosis, FGR)
- Epilepsy (medication teratogenicity, seizure control)
- Asthma / respiratory disease
- HIV / hepatitis B or C
- Mental health: Depression, anxiety, previous puerperal psychosis
- Thrombophilias: Factor V Leiden, prothrombin mutation (↑ VTE risk)
- Previous abdominal/pelvic surgery
8. Drug History
- Current medications (name, dose, frequency, route)
- Supplements: Folic acid, vitamin D, iron
- OTC medications and herbal remedies
- Allergies (drug, food, latex) — nature of reaction
- Contraception prior to pregnancy
Known teratogens to specifically ask about:
- Warfarin, ACE inhibitors, valproate, carbamazepine, lithium, retinoids, methotrexate, thalidomide, misoprostol
9. Family History
- Hypertension, pre-eclampsia, diabetes (GDM risk)
- Genetic disorders: Down's syndrome, cystic fibrosis, sickle cell, thalassaemia, Tay-Sachs
- Recurrent miscarriage / stillbirth in family
- Thromboembolism (hereditary thrombophilias)
- Multiple pregnancies (twins/triplets — increased risk with family history of dizygotic twins)
- Congenital anomalies
10. Social History
- Relationship status: Support at home, partner involvement
- Occupation: Physically demanding? Exposure to chemicals, radiation, infections (e.g. healthcare worker)?
- Housing: Adequate for newborn? Domestic violence (ask sensitively, alone with patient)
- Smoking: Pack-years, current status — counsel about cessation (↑ IUGR, placenta praevia, abruption, SIDS)
- Alcohol: Units/week — FASD risk with any alcohol
- Recreational drugs: Cannabis, cocaine, opioids — neonatal abstinence syndrome risk
- Domestic violence: Ask directly when alone — "Are you safe at home?"
- Social support network: Family, friends, community resources
- Immigration status / consanguinity: Cultural background, consanguinity (↑ autosomal recessive disorders)
- Nutritional status: Diet, pica, weight gain to date
11. Systemic Review (Directed)
| System | Key Questions |
|---|
| Cardiovascular | Dyspnoea, orthopnoea, palpitations, chest pain, ankle swelling |
| Respiratory | Shortness of breath, wheeze, cough |
| Urinary | Dysuria, frequency, haematuria (UTI, pyelonephritis common in pregnancy) |
| GI | Nausea/vomiting, heartburn, constipation, haemorrhoids |
| Neurological | Headache, visual changes, carpal tunnel symptoms |
| Musculoskeletal | Back pain, symphysis pubis pain (PGP) |
| Skin | Pruritus (obstetric cholestasis — palms/soles), rash |
| General | Fatigue, weight gain/loss, fever |
12. Ideas, Concerns & Expectations (ICE)
- "What are your thoughts about what might be happening?"
- "Is there anything in particular you are worried about?"
- "What were you hoping we could do for you today?"
13. Summary & Closure
- Summarise the history back to the patient to confirm accuracy
- Ask: "Is there anything else you'd like to mention?"
- Explain the plan: examination, investigations, management
- Document: G_P_ + gestational age + presenting complaint as your opening line
Standard Documentation Format
"Mrs X, a G2P1 woman at 32 weeks gestation by LMP (confirmed by USS at 12 weeks), presents with..."
Then document in order: PC → HPC → Current pregnancy → Previous obstetric history → PMH → Drug history → Family history → Social history → Systems review.
Sources: Textbook of Family Medicine 9e, p. 479–480;
Tintinalli's Emergency Medicine, p. 681;
Creasy & Resnik's Maternal-Fetal Medicine, block 10;
Geeky Medics Obstetric History OSCE Guide