The textbook sections I'm finding are condition-specific rather than a general "how to write an orthopaedic history" section. I have enough foundational knowledge from the orthopaedic textbooks plus my core medical training to give a thorough, well-structured answer. Let me compile the comprehensive guide now.
Orthopaedic History Writing
A well-written orthopaedic history follows a structured format. The goal is to document the presenting complaint in enough detail to generate a differential diagnosis and guide examination/investigations.
General Format
1. Biodata / Patient Profile
2. Chief Complaint (CC)
3. History of Present Illness (HPI)
4. Past Medical & Surgical History (PMH / PSH)
5. Drug & Allergy History
6. Family History
7. Personal & Social History
8. Systemic Review
1. Biodata / Patient Profile
Record:
- Name, Age, Sex - age and sex are diagnostically important (e.g. Paget's disease in elderly males; developmental dysplasia in female neonates)
- Occupation - critical in orthopaedics (laborer vs. sedentary worker; repetitive strain occupations)
- Dominant hand - for any upper limb complaint
- Address / Socioeconomic status - relevant for compliance, rehabilitation, and return to work
- Date of admission / referral
- Informant - patient, relative, bystander (especially in trauma cases)
2. Chief Complaint (CC)
State the primary symptom and its duration in the patient's own words.
"Pain in the right knee for 3 months"
"Swelling of the left ankle following a fall 2 days ago"
"Inability to walk since morning"
Keep it brief - one or two lines only.
3. History of Present Illness (HPI) - The Core Section
This is the most important and detailed part of the orthopaedic history. Analyse each symptom systematically.
A. Pain (SOCRATES mnemonic)
| Attribute | What to Ask | Orthopaedic Significance |
|---|
| Site | Where exactly is the pain? Can you point to it with one finger? | Localised = likely local pathology; diffuse = referred or systemic |
| Onset | Sudden (trauma/fracture/tendon rupture) or gradual (degenerative/inflammatory)? | Mechanism of onset narrows diagnosis |
| Character | Sharp, dull ache, burning, throbbing, shooting? | Neuropathic (burning/shooting) vs. mechanical (ache) |
| Radiation | Does it travel anywhere? | Spine pathology radiates to limbs (sciatica); hip pain can radiate to knee |
| Associated symptoms | Swelling, stiffness, locking, giving way, deformity, fever, weight loss | See below |
| Timing | Constant or intermittent? Worse at rest (inflammatory) or activity (mechanical)? | Morning stiffness >1 hr = inflammatory; night pain = bone tumour/infection |
| Exacerbating / Relieving | What makes it worse/better? | Weight-bearing, climbing stairs, rest, NSAIDs |
| Severity | Score on 0-10 visual analogue scale (VAS) | Baseline for monitoring; affects function |
Key orthopaedic pain patterns:
- Night pain, rest pain - bone tumour, infection, avascular necrosis, inflammatory arthritis
- Pain after sitting then improving with walking - ankylosing spondylitis ("gel phenomenon"), patellofemoral syndrome
- Pain on climbing stairs - patellofemoral syndrome
- Pain with squatting / locking - meniscal pathology
- Pain radiating below knee - lumbar disc herniation (sciatica), compartment syndrome
B. Swelling
- Onset: sudden (haemarthrosis - within 2 hours of injury, suspect ACL/fracture) vs. gradual (synovial effusion - 12-24 hours, suspect meniscal tear)
- Site and extent
- Fluctuant, tense, or bony hard
- Warmth and redness (infection, gout, inflammatory)
- Progressive vs. static vs. intermittent
- Any transillumination (ganglion, cyst)
C. Stiffness
- Time of stiffness: Morning stiffness >1 hour = rheumatoid/inflammatory arthritis; <30 min = osteoarthritis
- Which movements restricted (flexion, extension, rotation)
- Constant or intermittent
D. Deformity
- Was it present at birth (congenital) or acquired?
- Onset: sudden (fracture/dislocation) or gradual (progressive deformity - scoliosis, rickets)
- Fixed or correctable
- Progression over time
E. Instability / Giving Way
- Which joint and in what direction
- Precipitating activity
- Associated with pain, swelling, click, pop
- Frequency and effect on daily activities
- Distinguish true locking (mechanical block - meniscal tear, loose body) from pseudolocking (pain inhibition)
F. Locking
- True locking: joint locked in a position, cannot be fully extended/flexed - suggests meniscal tear, loose body
- Pseudolocking: pain inhibits movement
- Onset, frequency, self-reducing or requires manipulation
G. Weakness / Neurological Symptoms
- Muscle weakness - proximal (myopathy) vs. distal (neuropathy)
- Paraesthesia, numbness, tingling - dermatomal pattern (nerve root) vs. peripheral nerve distribution
- Bowel/bladder symptoms - red flag for cauda equina syndrome (requires emergency assessment)
- Gait disturbance - antalgic, Trendelenburg, foot drop
H. Functional Limitation
Always document functional impact:
- Ability to walk (distance before pain, use of walking aids)
- Ability to climb stairs
- Activities of daily living (dressing, bathing, toilet)
- Work capacity (days off, modified duties)
- Sports and recreation
- Oxford Hip/Knee Score or similar functional scoring tools where applicable
I. Mechanism of Injury (for Trauma Cases)
This is critical in orthopaedic trauma:
- Nature of force: high-energy (RTA, fall from height) vs. low-energy (simple fall in elderly - fragility fracture)
- Direction of force: valgus/varus stress, rotation, axial loading
- Speed and impact (road traffic accident - speed of vehicles, seat belt use, airbag deployment)
- Position of limb at time of injury (e.g. knee flexed + axial load = PCL; knee hyperextended + valgus = ACL + MCL + medial meniscus - "unhappy triad")
- Specific mechanisms:
- Non-contact deceleration with pop = ACL tear
- Dashboard injury = PCL, posterior hip dislocation
- Fall on outstretched hand (FOOSH) = distal radius fracture, scaphoid, clavicle
- Axial load on spine = burst fracture
- Pre-injury state (loss of consciousness, chest pain, seizure before fall - indicates pathological vs. traumatic)
- Time elapsed since injury
- Bystander/paramedic report
"The amount of initial trauma and the energy involved in the injury should always be determined. High-energy traumatic collision sports and motor vehicle accidents are associated with an increased risk of bony defects." - Campbell's Operative Orthopaedics, 15th Ed.
4. Past Medical & Surgical History (PMH / PSH)
Medical History
- Previous orthopaedic problems in same or other joints
- Diabetes mellitus - affects wound healing, infection risk, neuropathy
- Rheumatoid arthritis, SLE, psoriasis - inflammatory arthropathies
- Osteoporosis - fragility fracture risk
- Gout / pseudogout - crystal arthropathies
- Tuberculosis - Pott's spine, tuberculous arthritis
- Malignancy - pathological fracture, metastatic disease
- Haematological disorders - haemophilia, sickle cell (avascular necrosis)
- Neurological conditions - Parkinson's (falls), cerebral palsy, polio
- Vascular disease - peripheral arterial disease, venous insufficiency
- Skin conditions - psoriasis (psoriatic arthropathy)
Surgical History
- Previous operations on the same limb/joint (prior fixation hardware, arthroplasty)
- Complications of previous surgery (infection, non-union, implant failure)
- Anaesthetic problems (malignant hyperthermia, difficult airway)
- Anticoagulant use - critical pre-operatively
- Blood transfusions, blood group
5. Drug & Allergy History
- Current medications: anticoagulants (warfarin, NOACs), antiplatelet agents (aspirin, clopidogrel), DMARDs, steroids (prolonged steroid use - osteoporosis, avascular necrosis, wound healing issues), bisphosphonates (atypical femoral fractures), fluoroquinolones (tendon rupture risk)
- Allergies: specify drug, nature of reaction (rash, anaphylaxis, GI intolerance), and distinguish true allergy from intolerance
- Latex allergy (important for surgical planning)
- Contrast dye allergy (relevant for arthrography, angiography)
6. Family History
- Congenital/hereditary conditions: clubfoot, dysplasia of the hip, Marfan syndrome, Ehlers-Danlos
- Inflammatory arthritis: rheumatoid, ankylosing spondylitis (HLA-B27 conditions)
- Metabolic bone disease: osteoporosis, Paget's disease
- Malignancy: bone tumours, multiple myeloma
- Haemophilia, sickle cell disease
7. Personal & Social History
- Occupation: type of work, physical demands, lifting requirements - for causation, prognosis, and return-to-work planning
- Dominant hand: upper limb injuries
- Sports and recreation: type, level (amateur/competitive), frequency
- Smoking: impairs fracture healing, wound healing, bone density
- Alcohol: falls risk, avascular necrosis (femoral head), osteoporosis
- Diet: calcium, vitamin D intake (bone health)
- Living conditions: stairs at home, social support (relevant for discharge planning)
- Weight / BMI: relevant for joint replacement candidacy and load on joints
- Menstrual history (in women): amenorrhoea, menopause status (osteoporosis risk)
- Nutritional status: malnutrition impairs bone and wound healing
8. Systemic Review
Screen for "red flag" symptoms indicating serious underlying pathology:
| Red Flag | Possible Significance |
|---|
| Unintentional weight loss | Malignancy, infection, TB |
| Fever, night sweats | Septic arthritis, osteomyelitis, TB, malignancy |
| Night pain not relieved by rest | Bone tumour, infection |
| Bilateral limb symptoms + back pain | Spinal cord/cauda equina pathology |
| Bowel/bladder dysfunction | Cauda equina syndrome (surgical emergency) |
| Saddle anaesthesia | Cauda equina syndrome |
| History of cancer | Metastatic bone disease |
| Immunosuppression | Infection risk |
| Constitutional symptoms | Systemic inflammatory or neoplastic disease |
Also review:
- Cardiovascular (hypertension, ischaemic heart disease - pre-op assessment)
- Respiratory (COPD, asthma - anaesthetic risk)
- Gastrointestinal (NSAID-induced GI effects)
- Urinary (retention - post-op, especially after spinal anaesthesia)
- Skin (wounds, pressure sores, psoriasis)
Summary: The Quick Orthopaedic Mnemonic
"PAIN DISC" for the musculoskeletal complaint:
| Letter | Component |
|---|
| P | Pain (SOCRATES) |
| A | Activity limitation / functional status |
| I | Instability / giving way / locking |
| N | Neurological symptoms (weakness, numbness, bladder/bowel) |
| D | Deformity |
| I | Injury mechanism (for trauma) |
| S | Swelling |
| C | Course (progressive, static, improving?) |
Special Points for Common Orthopaedic Presentations
| Presentation | Key History Points |
|---|
| Back pain | Radiation pattern, dermatomal symptoms, bladder/bowel, duration >6 weeks, red flags |
| Hip pain | Location (groin = true hip, lateral = trochanteric bursitis), radiation to knee, limp, leg length discrepancy |
| Knee pain | Locking, giving way, meniscal vs. ligamentous mechanism, swelling timing |
| Shoulder pain | Dominance, overhead activities, instability, neck symptoms, night pain |
| Foot/ankle | Weight-bearing, footwear, vocation, diabetes history |
| Fracture | Mechanism, energy, open vs. closed, neurovascular symptoms distal to fracture |
| Bone tumour | Age, site, night pain, constitutional symptoms, prior cancer |
| Joint replacement | Failed conservative treatment, functional disability, VAS pain score, prior procedures |
Sources: Campbell's Operative Orthopaedics, 15th Ed. (2026) - Rockwood and Green's Fractures in Adults, 10th Ed. (2025) - Miller's Review of Orthopaedics, 9th Ed. - Bailey and Love's Short Practice of Surgery, 28th Ed.