Chief Complaint
Elicit the patient's chief complaint.
History of Presenting Illness (HPI)
Characterize each of the patient's principal symptoms using the OPQRST/OLD CARTS approach.
Skin
Covered in greater details under the Integumentary System History
Ask about:
- Colour
- Texture/thickness
- Change in hair distribution
- Hirsutism: excess facial hair in women (increased androgen production)
- Alopecia
- Changes in hair
- Fine hair (hyperthyroidism)
- Coarse hair (hypothyroidism)
- Flakes of dandruff or redness and scaling (seborrheic dermatitis, psoriasis)
- Increased itching (if particularly at night: nits or lice)
- Rashes
- Lesions - Onset, location, duration, evolution, aggravating and alleviating factors
- Size
- Shape
- Colour
- Bleeding
- Pain
- Scaling
- Lumps
- Moles: change in colour or size
- Dryness or itching
- Associated Symptoms: Nausea, Vomiting, anorexia, malaise, weight loss, fever, chills, pain, pruritus
- Red flags: fever, weight loss, malaise and arthralgias
Head
- Trauma
- Headache
- Onset and frequency
- Early morning (increased intra-cranial pressure, depression headache)
- Changing pattern from acute to chronic headache or progressively severe headaches increase likelihood of tumour, abscess or other mass lesion(s)
- Location
- Associated nausea
- Could signify brain tumour(s) or subarachnoid haemorrhage
- Chronic use of analgesics
- Analgesic rebound headaches: 50% of patients with chronic daily headaches
- Dizziness: light-headedness or vertigo
- Loss of balance
- Does the patient mean syncope or pre-syncope?
- Is it associated with positional change (as in orthostatic hypotension)
- Stressful precipitating events (as in vasovagal syncope)
- Tinnitus
Specific Types of Headaches
- Tension headache
- Occipital or temporal
- Unilateral or bilateral
- Cluster headache
- Usually unilateral
- Periorbital
- Occur daily
- Usually at night for several weeks
- Often present with ipsilateral nasal congestion, rhinorrhea, lacrimation, redness of eye and ptosis
- Lasts between 15 min and 3 h
- Migraine
- Unilateral (sensitivity: 66%, specificity: 78%)
- Nausea and/or vomiting (sensitivity: 82%, specificity 96%)
- Aura
- Visual changes: visual aura, scintillating scotomas (sensitivity: 43%, specificity: 74%)
- Temporal/giant cell arteritis
- Tenderness of the adjacent scalp
- > 50 yo (99%)
- Fever (50%)
- New headache (60%)
- Jaw claudication (50%)
- Visual loss or blindness (15-20%)
- Polymyalgia rheumatica (50%)
- Fatigue
- Anorexia
- Weight loss
- Nausea and/or vomiting specificity: 74%)
Common Headaches |
Primary |
Secondary |
Intracranial |
Secondary |
Tension Migraine Cluster |
-Withdrawal (analgesic over use, caffeine, alcohol) -Infections -Electrolyte disturbances -Structures of skull (ears, eyes, sinuses and teeth) -Trauma -Cerebrovascular disorder -Pressure changes in cerebrospinal fluid |
-Vascular (stroke, temporal arthritis, intracranial, hematoma) -Non-vascular (mass lesion, abscess) |
-Glaucoma -Optic neuritis -TMJ -Co poisoning |
Eyes
Covered in greater detail under the Ophthalmological History
Ask about:
- Use of corrective lenses
- Date of last eye examination
- Vision changes (hyperopia, myopia, presbyopia, astigmatism)
- Visual loss: gradual vs. sudden
- Sudden: retinal detachment, vitreous haemorrhage, occlusion of the central retinal artery
- Location of loss
- Diplopia: horizontal vs. vertical
- Blurred vision
- Floaters, flashing lights or a curtain/veil over vision
- Location of blurred vision
- Moving specks or strands suggest vitreous floaters
- Fixed defects suggests lesions in the retina or visual pathway
- May indicate detached retina (an ophthalmologic emergency)
- Eye pain
- Narrow-angle glaucoma: eye pain, seeing halos around lights, nausea/vomiting and sudden change in vision
- Redness and discharge
- Subconjunctival haemorrhage: sharply demarcated red area without pain, visual changes, discharge, change in pupil, and a clear cornea
- Conjunctivitis: diffuse dilation of conjunctival vessels with redness that is maximal peripherally, mild discomfort, mild blurring of vision, watery discharge (viral), purulent discharge (bacterial)
- Excessive dryness/tearing eyes
- Increased production (conjunctival inflammation, corneal inflammation)
- Impaired drainage (ectropion, nasolacrimal duct obstruction)
- Itching
- Seasonal/environmental allergies, asthma, eczema, hay fever, foreign body
Ears
Ask about:
- Hearing loss
- Acute vs. gradual
- Bilateral vs. unilateral
- Family history of hearing loss
- Use of hearing aids
- Last hearing examination (audiometry)
- Tinnitus
- Unilateral vs. bilateral
- Intermittent vs. constant
- Recent head trauma
- Sound exposure (occupational, shooting ranges, MP3 players, etc.)
- High vs. low pitch
- Pulsating or continuous
- Presence/absence of hearing loss
- Presence/absence of vertigo
- Recent medication exposure: aminoglycosides, ASA, loop diuretics, cisplatin (chemotherapy), anti-malarial agents
- Concomitant neurological illness: MS, acoustic neuroma
- Otologic source: Otitis media, otosclerosis, Meniere's disease
- Vertigo
- Differentiate true vertigo from light-headedness
- "Is environment spinning (true vertigo) or are you spinning"
- Is vertigo reproducible with changes in movement? (As in benign paroxysmal positional vertigo)
- Duration (Seconds with BPV, minutes with TIA's, days with Meniere's and viral labyrinthitis)
- Associated with hearing loss/tinnitus? (As in Meniere's disease)
- Blurred vision
- Otalgia
- History of ear infections
- Foreign body in ear canal
- Ramsay Hunt syndrome
- Bell's palsy
- Referred pain from the eustachian tube, TMJ, trismus, teeth, tonsils, throat, etc.
- Otorrhea
- Amount
- Colour
- Smell
Types of hearing loss |
Conductive |
Sensorineural |
-External ear (obstructed, otitis externa, tumor, trauma, congenital) -Middle ear (congenital, otitis media, tumors, eustachian tube dysfunction, tympanic membrane perforation) |
-Congenital/hereditary (teratogens, infections, meningitis) -Adults (noise exposure, ototoxic drugs, meniere's, Multiple sclerosis, CVA, syphilis, diabetes, trauma) |
Nose and Sinuses
Ask about:
- Nasal congestion/obstruction
- Unilateral vs. bilateral
- Acute: < 4 weeks
- Subacute: 1-3 months
- Chronic: > 3 months
- Cough (acute vs. chronic)
- Rhinorrhea: watery vs. purulent, presence of blood
- Post-nasal drip
- Facial pressure/sinus pain
- Halitosis (bad breath)
- Known allergies: itching, sneezing
- Change in smell
- Recent or past traumas/surgeries
- Epistaxis
- Air moisture content
- Foreign body
- Intranasal drug use
- Facial trauma
- Anticoagulation therapy
- Snoring
- Obstructive sleep apnea: snoring, obesity and increased levels of fatigue
- Frequent sinus infections
- Number of antibiotics last year
- Use of nasal steroid sprays and saline solutions
- Over-the-counter remedies
- Environmental exposures/allergies
Mouth
Ask about:
- Dental history
- Condition of teeth and gums
- Last dental examination
- Bleeding gums
- Cold sores (HSV1)
- Use of tobacco
- Chewing and smoking tobacco are both associated with increased risk for oral cancer
- Use of dentures
- Appropriate fit
- Difficulty breathing
- Dry mouth (xerostomia)
- Concomitant dry eyes may indicate Sjögren’s syndrome
Neck
Ask about:
- Neck Mass
- Location (lateral vs. midline)
- Unilateral vs. bilateral
- Onset, duration, rate of growth
- Tenderness
- Non-tender, slow growing mass is suggestive of malignancy
- Tender, rapid onset of swelling is more suggestive of acute infectious etiology
- Referred otalgia
- Dysphagia, globus sensation
- Hoarseness
- Age of patient: pediatric vs. adult
- Risk factors for cancer (tobacco use, alcohol, radiation)
- Consititutional symptoms (fever, chills, night sweats, weight loss)
- Previous infections, oral or skin lesions, biopsies
- Swollen neck or glands
- Symptoms of thyroid disease
- Iodine deficiency
- Presence of foreign body
- HIV infection
- Malignancy
- Dentures (sialadenitis)
- Pain or stiffness in the neck
- Recent trauma/whiplash
- Herpes zoster infection
- Recent symptoms of infection
- Rule out meningitis
Throat
Ask about:
- Sore throat
- Odynophagia/dysphagia
- Worse with solids or liquids
- Location of pain/discomfort
- Globus
- Gastroesophageal reflux disease (GERD)
- Heartburn
- Differentiate from cardiac, pulmonary, or vascular chest pain
- Acidic taste in the mouth
- Chronic cough/clearing throat
- Hoarseness
- Alcohol and caffeine intake
- Associations with postural changes (lying or bending over)
- Hoarseness
- Smoking history
- Recent inhalation of toxic fumes
- Dysphagia
- Hemoptysis
- Hoarseness >2 wk: ENT referral
- Trauma
- Surgeries
- Lymphoma
- Shortness of breath
- Ability to cough
- Chronic or acute cough
- Production of sputum: purulent vs. mucoid
- Medications
- Foreign body
- Signs of infection
- Ability to cough
- Chronic halitosis
Thyroid |
Hypothyroidism |
Hyperthyroidism |
-Impaired hearing, hoarseness -Dyspnea -Weight gain, decreased appetite, constipation -Menorrhagia -Arthralgia, myalgia, weakness, paresthesia, dry/itchy skin -Poor concentration or memory, depression -Fatigue -Cold intolerance |
-Diplopia, eye irritation -Palpitations -Weight loss, increased appetite, diarrhea -Oligomenorrhea, loss of libido, polyuria -Weakness -Tremor, dysphoria -Irritability, heat intolerance, hyperactivity |
Past Medical History (PMHx)
Specifically ask about:
- Thyroid disease
- Cancers (head and neck, hematological)
- Radiation exposure (including sun exposure)
- Past surgical history, including:
- Vision correction surgery
- Tonsillectomy
- Adenoidectomy
- Myringotomy
- Tympanostomy tubes
- Mastoidectomy
- Thyroidectomy
Family History (FmHx)
Specifically ask about:
- Atopy
- Sinus problems
- Ménière’s disease
- Vertigo
- Cancer (head and heck, hematological)
- Deafness
Social History (SocHx)
Specifically ask about:
- Ethnicity (those of Asians descent have increased risk of nasopharyngeal cancers)
- Diet
- Frequency and use of caffeinated beverage
- Alcohol
- Fatty foods
- Eating within three hours of bedtime (GERD)
- Occupational exposures
- Drilling
- Mining
- Mould
- Smoke
- Sound
- Hobbies
- Travel history
Substance Use History (SubHx)
Specifically ask about:
Medications
Gather complete list, including ototoxic drugs like:
- Aminoglycosides
- Diuretics
- Chemotherapy drugs
- Anti-malarial agents
Allergies
Note allergies and ensure they concord with those listed in the EMR
Review of Systems
Conduct a review of systems, keeping other etiologies from your differential in mind.
References
- Bickley LS. The head and neck. In: Bickley LS, Szilagyi PG. Bates’ Guide to Physical Examination and History Taking, 9th ed. Philadelphia, PA: Lippincott Williams & Wilkins; 2007:153-239.
- Färkkilä M. Headache – EBM Guidelines. Essential Evidence Plus. http://www.essentialevidenceplus.com. Published June 17, 2009. Accessed February 24, 2011.
- Nadeau M, Parma DP. Headache (diagnosis). Essential Evidence Plus. http://essentialevidenceplus.com. Updated October 16, 2009. Accessed February 24, 2011.
- Garza I, Schwedt T. Medication overuse headache: Etiology, clinical features and diagnosis. UptoDate. http://www.uptodate.com. Updated October 2009. Accessed February 24, 2011.
- Federici T. Retinal Detachment. Essential Evidence Plus. http://www.essentialevidenceplus.com. Updated October 30, 2009. Accessed February 24, 2011.
- Froehling D, Silverstein M, Mohr D, Beatty C. The rational clinical examination: Does this dizzy patient have a serious form of vertigo? JAMA. 1993;271(5):385-388.
- Harrison A. Approach to Adult with Epistaxis. UpToDate. http://www.uptodate.com. Updated February 2010. Accessed February 2011.
- Chow AW, Doron S. Evaluation of acute pharyngitis in adults. UpToDate. http://www.uptodate.com. Updated September 4, 2013. Accessed November 9, 2013.
- Emerick K, Lin D. Differential Diagnosis of a Neck Mass. UpToDate. http://www.uptodate.com. Updated August 2010. Accessed February 2011.
- Bruch J, Kamani D. Hoarseness in Adults. UpToDate. http://www.uptodate.com. Updated July 2010. Accessed February 2011.
- Pawa J, Lesniak D, Lott A. Approach to the Osce: The Edmonton Manual of Common Clinical Scenarios, 2nd edition, Edmonton AB: University of Alberta Medical Studens’ Association; 2011: 130-132, 172-173, 176, 180-181, 186-187