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How do you write a good history for a patient? A definitive guide

3 min read

According to a study published in the AMA Journal of Ethics, a meticulously recorded patient history is a vital component of medical care, yet students often make common errors. Knowing how do you write a good history for a patient is a fundamental skill that requires both empathetic communication and a systematic approach to documentation.

Quick Summary

Writing a comprehensive patient history involves building trust through empathetic communication, using open-ended questions to elicit a chronological narrative of the patient's condition, and systematically documenting key components like the chief complaint, past medical, family, and social histories.

Key Points

  • Empathize and build rapport: A comfortable patient provides a more honest and complete history. Approach the interview as a conversation, not an interrogation, to establish trust.

  • Use structured frameworks: Tools like OLD CARTS or SOCRATES help ensure you cover all critical details of the presenting symptom systematically, preventing you from missing key information.

  • Start with open-ended questions: Encourage the patient to tell their story in their own words before moving to more specific, closed-ended questions to fill in details.

  • Verify and clarify: Repeat key information back to the patient to confirm accuracy and correct any misunderstandings. This also helps build trust.

  • Document chronologically and clearly: Organize the history in a logical, chronological flow, especially the HPI. This creates a clear narrative that is easy for other providers to understand.

  • Address context, not just symptoms: Incorporate relevant past medical, family, and social history into the current complaint to provide a complete and contextualized picture of the patient's health.

  • Beware of biases: Actively check for cognitive biases like anchoring or premature closure. Ensure your history-taking is as objective as possible to avoid diagnostic errors.

In This Article

The Core Components of a Patient History

To write an effective patient history, you must systematically collect and organize several key components. This process serves as the foundation for an accurate diagnosis and an effective treatment plan.

Chief Concern and History of Present Illness

The chief concern (CC) is the primary reason the patient is seeking care, ideally stated in their own words. The history of present illness (HPI) expands on this, detailing the story of the patient's symptoms chronologically. A good HPI weaves together pertinent positives and negatives, creating a narrative that guides the diagnostic process. Frameworks like OLD CARTS can be used to ensure thoroughness when exploring symptoms:

  • Onset: When did the symptoms start?
  • Location: Where is the symptom occurring?
  • Duration: How long does the symptom last?
  • Characteristics: Describe the symptom (e.g., sharp, dull, burning pain).
  • Aggravating/Alleviating factors: What makes it better or worse?
  • Radiation: Does the symptom spread?
  • Timing: Is it constant, intermittent, or variable?
  • Severity: How bad is the symptom (e.g., on a scale of 1-10)?

Past Medical and Surgical History

This section includes all of the patient's previous and current medical conditions, as well as any prior surgeries. It is crucial to verify information, as misinformation can be perpetuated in medical records. This portion also includes allergies and current medications, including dosages and adherence.

Family and Social History

Relevant family history should focus on heritable or genetically predisposed conditions within first-degree relatives. The social history provides crucial context about a patient's life, including lifestyle factors, occupation, living situation, and habits like smoking and alcohol consumption. Neglecting the social history is a common pitfall that can lead to missed diagnoses.

Communication: The Art of Patient Interviewing

A patient's history is not just a list of facts; it's a story told by an individual. Mastering the interview process requires empathy, active listening, and thoughtful questioning.

Building Rapport

Establishing a rapport is the first step toward getting a reliable history. A warm, attentive approach can put a nervous or worried patient at ease. By introducing yourself and asking how they prefer to be addressed, you build trust and show respect.

Asking the Right Questions

Start with open-ended questions to encourage the patient to tell their story in their own words. Avoid interrupting. After they've finished, use more specific follow-up questions to clarify details. For sensitive topics, such as substance use or sexual history, maintain a neutral, non-judgmental tone.

Addressing Common Pitfalls

  • Cognitive Bias: Be aware of your own biases, which can influence questioning and interpretation. Anchoring on initial assumptions or prematurely closing on a diagnosis can lead to errors.
  • Patient Inaccuracies: Patients may have faulty memories or withhold information due to fear. Active listening and repeating information back to the patient can help ensure accuracy.
  • EHR Burden: The demands of electronic health records can increase documentation inconsistencies. Focusing on the patient first, then documenting, is key.

Documentation: Structuring for Clarity and Continuity

A well-written history is not only accurate but also clearly organized for other healthcare providers to understand quickly.

Comparison of History-Taking Contexts

Feature Acute (Emergency) Setting Chronic (Primary Care) Setting
Focus Chief concern and critical symptoms Broad health maintenance and long-term issues
HPI Concise, focused on immediate events leading to presentation Comprehensive, detailing chronicity and long-term progression
Social History Brief overview of key risk factors (smoking, alcohol) Detailed lifestyle factors, including diet and exercise
Speed Rapid, efficient information gathering Slower pace, time for rapport building
Documentation SOAP format (Subjective, Objective, Assessment, Plan) often used Detailed, comprehensive notes often used for billing

Best Practices for Write-ups

To ensure your written history is clear and concise:

  • Start with an introductory sentence summarizing the patient's demographics and chief concern.
  • Use chronological order for the HPI, weaving in relevant past medical or social information as context.
  • Document all information, including pertinent negatives, to rule out alternative diagnoses.
  • Avoid medical jargon or abbreviations that might confuse other readers.
  • Organize using clear headings like HPI, PMH, SH, and FH.

Conclusion

Mastering how do you write a good history for a patient is an ongoing process that refines with practice and experience. By combining empathetic communication with a structured approach to information gathering and documentation, healthcare professionals can build a reliable narrative that serves as the cornerstone of effective patient care. For further guidance on medical communication and patient interviewing, explore resources from authoritative medical journals, such as the American Journal of Medicine.

Frequently Asked Questions

The primary goal is to gather comprehensive information about a patient's health to understand their overall state and assist in reaching an accurate diagnosis. It involves understanding their symptoms, past medical conditions, lifestyle, and family history.

To make a patient feel more comfortable, introduce yourself clearly, ask how they prefer to be addressed, maintain a calm and attentive demeanor, and ensure a private, comfortable environment. Using open-ended questions helps them feel heard.

If a patient's history is inconsistent, use follow-up questions to explore specific details. Asking the same question in a different way or summarizing what you've heard can help clarify information. It's important to remain patient and non-judgmental.

Social history is important because lifestyle factors, occupation, substance use, and living conditions can significantly impact a patient's health and treatment options. It provides essential context for their medical condition.

The chief concern is the brief, primary reason for the visit. The history of present illness is the detailed, chronological expansion of that chief concern, including the onset, duration, and characteristics of the symptoms.

Yes, ethical considerations are paramount. You must maintain patient confidentiality, ensure informed consent for treatment decisions based on the information, and handle sensitive information with care and discretion, particularly with electronic health records.

Using a checklist can help ensure that you cover all the necessary areas of a patient's history, from demographics to past medical and social history. It serves as a guide to prevent overlooking important details, especially in a time-sensitive setting.

References

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Medical Disclaimer

This content is for informational purposes only and should not replace professional medical advice.