Excellent - I now have everything I need from Harrison's 22nd Edition and Tintinalli's. I can now build the complete medical student history-taking and clinical record guide with the actual questions to ask.
Medical Student Guide: History Taking & Medical Record for a Diabetes Mellitus Patient
HOW TO START THE ENCOUNTER
Before asking any question, introduce yourself and establish rapport. Use open-ended questions first, then narrow down.
"Good morning, I am [your name], a medical student. May I ask you some questions about your health today? Everything you tell me is confidential."
SECTION 1: BIODATA (Always Record First)
Write at the top of every medical record:
| Field | What to Ask |
|---|
| Full name | "May I have your full name?" |
| Age | "How old are you?" |
| Sex | Record as seen / "Do you identify as male or female?" |
| Occupation | "What is your job or daily activity?" |
| Marital status | "Are you married, single, or widowed?" |
| Address | "Where do you currently live?" |
| Date of admission/consultation | Record today's date |
| Informant | Who gave the history? Patient themselves, relative, carer? How reliable? |
Why occupation matters in DM: Shift workers have disrupted glycemic patterns; sedentary workers have worse insulin resistance; certain jobs involve driving (hypoglycemia risk).
SECTION 2: CHIEF COMPLAINT (CC)
Ask in the patient's own words - do not suggest answers.
"What brought you here today?"
"What is the main problem bothering you?"
Write it down verbatim, e.g.:
"Increased thirst and frequent urination for 3 weeks"
Record only one or two main complaints with duration.
SECTION 3: HISTORY OF PRESENTING ILLNESS (HPI)
This is the most important section. For each complaint, use the SOCRATES framework:
| Letter | Stands for | Question to Ask |
|---|
| S | Site | "Where exactly is the problem?" |
| O | Onset | "When did it start? Was it sudden or gradual?" |
| C | Character | "What does it feel like?" |
| R | Radiation | "Does it spread anywhere?" |
| A | Associations | "Is there anything else that comes with it?" |
| T | Time course | "Is it constant or does it come and go? Is it getting better or worse?" |
| E | Exacerbating/Relieving factors | "What makes it better? What makes it worse?" |
| S | Severity | "On a scale of 0-10, how bad is it? Does it affect your daily life?" |
For a Diabetic Patient's Key Symptoms - Ask These Specific Questions:
Polyuria (Excessive Urination)
"How many times do you urinate during the day?"
"Do you wake up at night to urinate? How many times?" (Nocturia)
"How much do you urinate each time - a small amount or a lot?"
"Is your urine pale, dark, or does it look foamy?"
"Have you noticed ants being attracted to where you urinate?" (Glycosuria - a classical question in clinical practice)
Polydipsia (Excessive Thirst)
"Do you feel very thirsty more than usual?"
"How much water or fluids do you drink in a day?"
"Is the thirst there all the time, or does drinking relieve it only briefly?"
Polyphagia (Excessive Hunger)
"Is your appetite increased, decreased, or normal?"
"Do you feel hungry soon after eating a full meal?"
Weight Changes
"Have you lost or gained weight recently without trying?"
"How much weight have you lost/gained and over what period of time?"
Fatigue and Weakness
"Do you feel tired all the time?"
"Does the tiredness come on even without activity, or only after effort?"
"Do you feel weak in your arms or legs?"
Blurred Vision
"Has your vision changed recently?"
"Is the blurring in one eye or both?"
"Is it constant or does it fluctuate with your blood sugar levels?"
"Have you seen any floaters, flashes, or sudden loss of vision?"
Infections and Wound Healing
"Do you get infections frequently - skin, genital, or urinary?"
"Have you noticed itching around the genitals or white discharge?" (Candidiasis)
"Do wounds, cuts, or sores take a long time to heal?"
"Do you have any sores or ulcers that are not healing, especially on the feet?"
SECTION 4: COMPLICATIONS SCREENING (Ask for Each System)
As a medical student, systematically ask about every major diabetic complication. Tell the patient:
"I am now going to ask about different parts of your body to make sure everything is being checked."
Eyes (Retinopathy)
"Has a doctor ever looked at the back of your eyes with a special instrument?"
"Have you had any changes in your vision - blurring, dark spots, or sudden loss of sight?"
"Have you had any eye injections or laser treatment for your eyes?"
Kidneys (Nephropathy)
"Have you noticed your urine becoming foamy or frothy?"
"Do you have swelling in your legs, ankles, or around your eyes in the morning?"
"Have you ever been told your kidneys are not working properly?"
"Do you know your kidney function test results?"
Nervous System (Neuropathy - Peripheral)
"Do you have numbness, tingling, or a burning sensation in your feet or hands?"
"Does it feel like you are walking on cotton wool or sand?"
"Is the tingling or pain worse at night?"
"Have you lost feeling in your feet - for example, unable to feel hot or cold water?"
"Have you had any falls because of loss of balance?"
Nervous System (Autonomic Neuropathy)
"Do you feel dizzy or lightheaded when you stand up quickly?" (Postural hypotension)
"Do you feel full quickly after eating a small meal?" (Gastroparesis)
"Do you have nausea, vomiting, or bloating after eating?"
"Do you have problems with your bowels - constipation or diarrhea that comes and goes?"
"For male patients: Do you have difficulty getting or maintaining an erection?" (Erectile dysfunction - ask sensitively and privately)
"Do you have difficulty controlling your bladder or do you need to strain to pass urine?"
"Do you sweat abnormally - too much or not at all?"
Heart and Blood Vessels (Macrovascular)
"Do you have chest pain or tightness, especially when you walk or climb stairs?"
"Do you feel short of breath with activity or when lying flat?"
"Have you had a heart attack or been told your heart arteries are blocked?"
"Do you get pain in your calves when walking that goes away with rest?" (Claudication = peripheral arterial disease)
"Have you ever had a stroke or weakness on one side of the body?"
Feet
"Do you check your feet every day?"
"Have you ever had a foot ulcer or wound that did not heal?"
"Have you had any amputations?"
"Do you have pain in your feet? Or is there no pain even when you injure them?" (Painless foot = neuropathy)
"Do you wear special diabetic footwear?"
SECTION 5: PAST MEDICAL HISTORY (PMH)
"Have you ever been diagnosed with any other medical conditions?"
Ask specifically about:
| Condition | Question |
|---|
| Previous DM diagnosis | "When were you first told you have diabetes?" |
| Hypertension | "Have you ever been told your blood pressure is high?" |
| Heart disease | "Have you ever had a heart attack, angina, or heart failure?" |
| Stroke | "Have you ever had a stroke or brain attack?" |
| Kidney disease | "Have you ever had kidney problems or been on dialysis?" |
| Previous surgery | "Have you had any operations? What were they for?" |
| Hospitalizations | "Have you ever been admitted to hospital for your diabetes? Why?" |
| DKA or HHS | "Have you ever been in a diabetic coma or had very high blood sugar requiring emergency treatment?" |
| Gestational DM (women) | "Did you ever have diabetes during pregnancy?" |
| Pancreatic problems | "Have you ever had pancreatitis or pancreatic surgery?" |
| Thyroid disease | "Have you been told you have a thyroid problem?" |
SECTION 6: DRUG HISTORY
"What medications are you currently taking? Include tablets, injections, and any traditional or herbal medicines."
For each drug, record: Name → Dose → Frequency → Route → Duration → Compliance
Then ask specifically:
| Drug Category | Question |
|---|
| Diabetes drugs | "Do you take tablets or injections for your diabetes? Which ones? What dose? Do you take them regularly?" |
| Insulin | "What type of insulin do you use? Do you take it at the right time before meals? Where do you inject it?" |
| Blood pressure medication | "Do you take anything for blood pressure?" |
| Cholesterol medication | "Are you on any tablets for cholesterol?" |
| Aspirin/antiplatelet | "Do you take a small aspirin tablet daily?" |
| Drugs that worsen DM | "Are you on any steroid tablets (like prednisolone)? Diuretics (water tablets)?" |
| Allergies | "Do you have any allergies to medicines? What happened when you took it?" |
| Herbal/traditional remedies | "Do you take any traditional medicine, herbs, or supplements?" |
SECTION 7: FAMILY HISTORY (FH)
"Does anyone in your family have diabetes or any medical conditions?"
Ask about:
- Parents, siblings, grandparents
- Diabetes (Type 1 or 2)
- Heart disease, stroke
- High blood pressure
- Kidney disease
- Cancer
Record as:
"Father - hypertension and T2DM; Mother - alive and well; 2 siblings - one has T2DM"
SECTION 8: SOCIAL HISTORY (SH)
This section reveals lifestyle risk factors and guides patient education.
Smoking
"Do you smoke or have you ever smoked?"
If yes: "How many cigarettes per day? For how many years?" → Calculate pack-years = (cigarettes per day ÷ 20) × years smoked
If stopped: "When did you stop?"
Alcohol
"Do you drink alcohol?"
If yes: "What type of drink? How many units per week?"
Alert the patient: alcohol can mask hypoglycemia symptoms
Diet
"Tell me about what you usually eat in a day - from when you wake up until bedtime."
"Do you eat regular meals, or do you skip meals?"
"How much sugar, rice, bread, or sweet drinks do you consume?"
"Do you follow a special diabetic diet?"
Exercise
"How physically active are you?"
"Do you do any structured exercise - walking, swimming, gym? How often and for how long?"
Occupation and Daily Activities
"What is your daily routine like?"
"Do you work night shifts?" (disrupts glycemic control)
"Do you drive?" (critical - hypoglycemia while driving is dangerous)
Financial and Social Support
"Can you afford your medications?"
"Do you have someone at home who helps you?"
"Do you live alone?"
Reproductive History (Women)
"Are you currently pregnant or planning a pregnancy?"
"Are you using any contraception?"
"Did you have any problems with blood sugar during previous pregnancies?"
SECTION 9: REVIEW OF SYSTEMS (ROS)
This is a systematic checklist. Ask briefly about each system not already covered:
"Let me quickly ask about a few other body systems to make sure we haven't missed anything."
| System | Questions |
|---|
| General | Fever, night sweats, unexplained weight change |
| Skin | Rashes, itching, non-healing wounds, changes in skin color |
| Head | Headaches, dizziness |
| Eyes | Vision changes, double vision, eye pain |
| Ears/Nose/Throat | Hearing loss, oral sores, difficulty swallowing |
| Respiratory | Shortness of breath, cough, snoring, daytime sleepiness (sleep apnoea, linked to insulin resistance) |
| Cardiovascular | Chest pain, palpitations, ankle swelling |
| GI | Nausea, vomiting, abdominal pain, heartburn, diarrhoea, constipation |
| Genitourinary | Foamy urine, difficulty urinating, sexual dysfunction |
| Musculoskeletal | Joint pain, hand stiffness, shoulder stiffness, foot pain/deformity |
| Neurological | Numbness, tingling, weakness, falls, memory problems |
| Psychiatric | Low mood, anxiety, sleep problems (depression is 2-3x more common in DM) |
SECTION 10: GLYCEMIC CONTROL HISTORY
This is unique to the diabetic patient and must be included:
"Tell me about how your diabetes has been managed so far."
| Question | What you are assessing |
|---|
| "What was your last HbA1c result? When was it done?" | Glycemic control trend |
| "Do you monitor your blood sugar at home?" | Self-monitoring ability |
| "What are your typical blood sugar readings in the morning before eating?" | Fasting glucose |
| "What are they after meals?" | Postprandial glucose |
| "Have you had episodes where your blood sugar went too low - sweating, shaking, confusion?" | Hypoglycemia frequency |
| "Did you need help from another person or emergency services for low blood sugar?" | Severe hypoglycemia |
| "Do you feel warning signs before your sugar goes low - sweating, trembling, hunger?" | Hypoglycemia awareness |
| "If you have lost warning signs, that is very important to tell your doctor" | Hypoglycemia unawareness |
| "Have you ever been admitted for very high blood sugar or diabetic coma?" | DKA/HHS history |
HOW TO WRITE THE MEDICAL RECORD
Standard Format (SOAP or Narrative)
DATE: ___________
PATIENT: Full name, Age, Sex, Occupation
CHIEF COMPLAINT:
"[patient's own words]" – duration
HISTORY OF PRESENTING ILLNESS:
[Narrative paragraph: onset, character, progression, associated
symptoms, exacerbating/relieving factors, severity, impact on daily life]
Example: "Mr X is a 52-year-old male who presents with a 3-week history
of polyuria, polydipsia, and fatigue. He reports urinating 8-10 times
daily including 3-4 times nightly. He drinks approximately 4 litres of
water per day. He has lost 5 kg over 1 month without dietary change.
He denies chest pain, visual changes, or foot ulcers. He has no prior
history of diabetes."
PAST MEDICAL HISTORY:
[List diagnoses with year of diagnosis]
- Hypertension - diagnosed 2018
- No previous DM, no prior surgery
DRUG HISTORY:
[Drug / Dose / Frequency]
- Amlodipine 5mg OD
- NKDA (No Known Drug Allergies)
FAMILY HISTORY:
- Father: Type 2 DM, hypertension
- Mother: Deceased, CVA
- Siblings: No known illness
SOCIAL HISTORY:
- Married, 3 children
- Office worker, sedentary
- Non-smoker; alcohol: 2 beers on weekends
- Diet: high carbohydrate, skips breakfast
- No regular exercise
REVIEW OF SYSTEMS:
- Positive: polyuria, polydipsia, blurred vision, fatigue
- Negative: no chest pain, no foot ulcers, no nausea,
no numbness in feet, no postural dizziness
PHYSICAL EXAMINATION:
[Always document findings systematically - see examination section]
General → Vitals → HEENT → CVS → RS → Abdomen → Neuro → MSK → Feet → Skin
SUMMARY:
"Mr X is a 52-year-old male with a 3-week history of polyuria,
polydipsia, weight loss, and fatigue with a strong family history of
T2DM, presenting most likely with new-onset Type 2 Diabetes Mellitus."
INVESTIGATIONS REQUESTED:
[List with justification]
DIFFERENTIAL DIAGNOSIS:
1. Type 2 Diabetes Mellitus (most likely)
2. Type 1 DM (less likely - age, onset)
3. Secondary DM (e.g., steroid-induced - exclude)
4. Diabetes insipidus (polyuria without osmotic symptoms)
MANAGEMENT PLAN:
[Lifestyle / Medication / Monitoring / Referrals / Follow-up]
CLINICAL EXAMINATION - WHAT TO DO AND SAY
Opening
"I would like to examine you now. I will start from your general appearance and work my way through. Please tell me if anything is uncomfortable."
Step-by-Step Examination Sequence
| Step | What to do | What to say |
|---|
| 1. General inspection | Look at the patient from the end of the bed - well/unwell, obese/thin, cushingoid? | "I am going to look at you first from here." |
| 2. Vitals | BP (both arms), HR, RR, Temp, O2 sat, weight, height, BMI | "I am going to measure your blood pressure and pulse." |
| 3. Hands | Inspect - cheiroarthropathy, Dupuytren's, trigger finger; Prayer sign, Tabletop sign; thenar wasting (CTS); capillary refill | "Can I look at your hands? Can you press your palms together like this?" |
| 4. Eyes | Visual acuity (Snellen chart); fundoscopy if available; look for xanthelasma | "Can you read the letters on this chart for me?" |
| 5. Mouth/throat | Oral candidiasis; gum disease | "Can you open your mouth wide for me?" |
| 6. Thyroid | Palpate from behind | "I am going to feel your neck gently." |
| 7. Blood pressure (orthostatic) | Supine → standing at 1 and 3 min | "I will measure your BP lying down, then standing up." |
| 8. Cardiovascular | JVP, apex beat, heart sounds, carotid bruits, abdominal bruit | "I am going to listen to your heart and check the blood vessels in your neck." |
| 9. Abdomen | Liver size (NAFLD); renal angle; inspection of injection sites | "I am going to feel your abdomen - tell me if it hurts." |
| 10. Skin | Acanthosis nigricans (neck/axillae), necrobiosis lipoidica (tibiae), shin spots, injection sites | "I am going to look at your skin in a few areas." |
| 11. Lower limbs | Inspect for edema, skin changes, muscle wasting | "Can I have a look at your legs?" |
| 12. Feet | Remove shoes and socks; inspect all surfaces; palpate pulses; monofilament; tuning fork; reflexes | "I need to examine your feet thoroughly - please remove your shoes and socks." |
| 13. Neurological | Reflexes (ankle, patellar); vibration; pinprick; proprioception | "I am going to test the feeling in your feet and your reflexes." |
| 14. Shoulders | Active + passive ROM (adhesive capsulitis) | "Can you raise your arm as high as possible? Now let me help move it." |
QUICK REFERENCE: COMMON QUESTIONS BY SCENARIO
Scenario A: Patient presents for the first time with possible new DM
Focus on: Classic symptoms (polys), weight loss, family history, risk factors, rule out DKA
Scenario B: Known diabetic coming for routine follow-up
Focus on: HbA1c trend, hypoglycemia episodes, complications review (eyes/feet/kidneys), medication compliance, lifestyle
Scenario C: Known diabetic presenting with a foot problem
Focus on: Duration of wound/ulcer, pain or no pain (neuropathy), circulation symptoms, previous foot problems, current footwear, blood sugar control
Scenario D: Known diabetic with visual symptoms
Focus on: Onset of vision change, floaters, flashes, previous eye treatment, BP control, glycemic history
Scenario E: Known diabetic with dizziness on standing
Focus on: Postural dizziness (autonomic neuropathy), falls, current antihypertensives, hydration, check orthostatic BP
TIPS FOR MEDICAL STUDENTS
- Always remove shoes and socks of a diabetic patient - a foot ulcer hidden inside a shoe has caused amputations.
- Never skip the orthostatic BP - postural hypotension from autonomic neuropathy is easily missed.
- Ask about hypoglycemia awareness - patients who have lost their warning signs are at high risk of dangerous episodes, especially while driving.
- Document compliance honestly - ask "Do you ever miss doses?" not "You take your medication every day, don't you?" (leading question).
- Ask about depression - depression occurs 2-3x more often in diabetic patients and significantly worsens glycemic control.
- Clarify type - ask about the initial presentation (DKA = likely T1; insidious onset + obesity = T2; family history + young = MODY).
- Never assume the patient knows their diagnosis - many patients with T2DM are discovered incidentally and have poor understanding of their condition.
- Ask about pregnancy plans in all women of childbearing age - tight control before conception reduces congenital malformations.
Sources: Harrison's Principles of Internal Medicine, 22nd Ed. (2025, McGraw-Hill); Tintinalli's Emergency Medicine, 9th Ed.; Firestein & Kelley's Textbook of Rheumatology, 2-Volume Set; Goldman-Cecil Medicine, International Ed.