Medicine at a Glance
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About this ebook
Ideal for medical students, Foundation Programme doctors and those training in the allied health professions, Medicine at a Glance presents each topic as clear, double-page spreads with key facts accompanied by tables, illustrations, photographs and diagrams.
- Used by thousands of students in its previous two editions, Medicine at a Glance has been fully revised and updated to ensure that it remains THE essential revision guide purchase
- Contains new chapters on history and examination, patient consent and confidentiality, and substance abuse
- Further coverage of the essential facts for the diagnosis and treatment of common symptoms and conditions
- Offers full support for PBL-style courses via self-assessment cases and MCQs contained in a brand new case-based book, Medicine at a Glance: Core Cases which is also available online at: www.ataglanceseries.com/medicine
For more information on the complete range of Wiley-Blackwell medical student and junior doctor publishing, please visit: www.wileymedicaleducation.com
Reviews of previous editions
"Fantastic revision tool before finals with all the breadth of information you need and full colour, clearly laid out diagrams."
—Medical Student, St. Georges Medical School
"The most up-to-date and best presented clinical medicine text on the market. It contains succinct and clear explanations of the medical conditions any student is expected to know. A student favourite."
—Medical Student, Nottingham University
"I definitely recommend this book to all final year students...."
—Final Year Student, GKT
"...once you start using this book, you won't say goodbye to it..."
—Gube Magazine, Melbourne University Medical Students Association
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Medicine at a Glance - Patrick Davey
Chapter 1
How to be a medical student
In 1948 in Geneva the World Medical Association drew up a modern version of the oath.
At the time of being admitted a member of the medical profession:
I solemnly pledge myself to consecrate my life to the service of humanity;
I will give my teachers the respect and gratitude which is their due;
I will practise my profession with conscience and dignity;
The health of my patient will be my first consideration;
I will respect the secrets which are confided in me, even after the patient has died;
I will maintain by all the means in my power, the honour and the noble traditions of the medical profession;
My colleagues will be my brothers;
I will not permit considerations of religion, nationality, race, party politics or social standing to intervene between my duty and my patient;
I will maintain the utmost respect for human life from the time of conception; even under threat I will not use my medical knowledge contrary to the laws of humanity.
I make these promises solemnly, freely and upon my honour.
Good doctors
Medicine can seem a large and daunting subject, not only for reasons of intellectual rigour, but also because so many facts need to be learnt. In learning (and practising) medicine, it is vital to realize that facts alone are not enough! Good physicians have the following characteristics:
A strong humanity, i.e. an interest in human beings.
An interest in disease, its causation and treatment.
An ability to communicate with patients, to obtain a correct and full understanding of their problems and, at the same time, to give accurate information sympathetically about the diagnosis, treatment and prognosis. Good physicians are non-judgemental, empathetic listeners.
An ability to examine patients and elicit abnormal physical signs.
An ability to marshal the facts into a coherent story and present them clearly to relevant parties, i.e. ‘case’ presentation of the history, examination and structured summary, a probable and differential diagnosis, with plans for further investigations, and treatment.
An up-to-date knowledge base so that appropriate management (diagnosis + treatment) plans can be made.
An ability to realize when knowledge/skills are deficient and an ability to learn in response to new knowledge, ideas, etc., from the best source available.
An ability to acknowledge errors and learn from them. It is important to be open with patients and colleagues as soon as errors/misjudgements are recognized.
Appropriate technical skills in diagnostic and therapeutic procedures.
An understanding of economic, social and cultural, political and health-care systems so that the best possible help can be delivered to patients in the most timely fashion. If a deficiency in one or other of these systems damages patients, physicians should seek improvements.
Excellent managerial and interpersonal skills, with personal, financial and intellectual probity.
Health care spend related to outcome—different countries can spend the same amounts with very different outcomes, as shown in this graph, where health care expenditure is plotted against health care system performance
(From The World Health Report 2000: health systems: improving performance)
Hippocratic oath and the modern perspective
High ethical and moral standards are an imperative for good practice – the Hippocratic oath and its modern successors aim to codify behaviour. They are guidelines to best behaviour, although medicine is more complex than implied by such phrases. However, regardless of phrasing, the implication that physicians should have the highest ethical, moral and technical standards stands. Society respects physicians, and consequently physicians face social as well as other penalties if performance is poor.
Health-care systems
Health-care systems are imperfect compromises among society’s aspirations, wealth, humanity and individual needs (see figure above and Table 1.1). It is vital to understand how any system works, so that it can be used in a patient’s best interests. If individual or organizational failure occurs, this should be highlighted to the appropriate responsible individuals, agencies or, rarely, the media.
Table 1.1 The three fundamental objectives of health systems.
How to learn
Becoming a doctor means acquiring a set of skills, knowledge and values. How this is best done depends on the individual and the medical school. However, concentrating on one area/skill to the exclusion of others is counterproductive. Facts alone do not make a physician, and nor do learning or technical skills alone. It is the right combination of the above list that ‘maketh the physician’. Students need to determine the right balance for themselves, bearing in mind their individual aptitudes, and their medical school’s doctrine. A reasonable approach is the ‘patient-centred’ one, approached in a ‘problem-based’ fashion, supplemented by dedicated learning sessions (e.g. seminars, lectures, etc.); students should:
See patients, so learning communication skills.
Ascertain symptoms and signs, so learning clerking and examination skills.
Formulate a diagnosis or differential diagnosis, so learning diagnostic skills. The first part of this book aims to aid in diagnosis, i.e. the turning of symptoms and signs into diseases with names.
Present findings to attending physicians, so learning presentation skills.
Formulate investigation and treatment plans, so refining diagnostic and therapeutic skills. The second part of this book aims to help here.
Observe patients’ progress, so determining whether the original diagnosis and therapy were correct. This feedback is an essential component in improving diagnostic and therapeutic skills.
Deficiencies in knowledge and technique are identified at each stage and corrected using information/skills training obtained from books and libraries, electronic resources, physicians, other health-care professionals, patient groups, skills workshops, learning sessions, etc.
Some medical schools have a structured approach to this process, with substantial guidance at each stage; others are less formalized – which appeals more depends largely on you. Which is better is unclear.
How to behave on the wards
It is particularly important when performing ward work to:
Introduce yourself to the ward staff as well as the patient, so that they know who you are and why you are there.
Respect patients’ privacy, and their right to refuse to see you.
Ask for consent before seeing a patient.
If you undress a patient to examine him or her, help him or her to dress again once you have finished.
Be courteous to nurses and other members of staff (e.g. physiotherapists, ward cleaners, cooks, etc.) at all times.
Be punctual in attending teaching sessions – you will find that your teachers, who are often busy clinicians, are often late; this is not deliberately done to infuriate you, rather it reflects how hectic their lives are. It is reasonable to wait c. 10 min, before ‘bleeping’ to remind them of the session.
Write in the notes: different medical schools have different policies on this. Often, however, senior medical students are expected to write in the notes. This is a legal document, so write legibly, never use pejorative phraseology, and sign your name, along with your status as student, legibly at the end. Never amend the record at a later time, unless you clearly identify who you are and when the alterations occurred.
Enjoy yourself!
Chapter 2
Patient confidentiality
The duty to respect patient confidentiality stems mainly from two ethical principles. The first is ‘respect for autonomy’, or the right for an individual to have control over his own life, or in this context to have control over who has access to personal information about him. The second is based on the idea that there is a duty to act to bring about the best consequences, which in the context of medical confidentiality means maintaining public trust in the medical profession. Breaching patient confidentiality could result in a loss of trust, resulting in patients feeling less inclined to be open about their condition and symptoms and ultimately leading to a lower standard of health care.
From a legal perspective, patient confidentiality is generally seen from a public interest perspective rather than from a private interest perspective. Although the Human Rights Act 1998 indicates that there is also a private right to confidentiality, in practice this makes little difference because of the considerable weight given to the public interest in maintaining patient confidentiality. The legal duty to respect patient confidentiality however is not absolute, and making decisions about whether or not to breach patient confidentiality involves balancing the consequences of breaching confidentiality with the consequences of not breaching confidentiality: i.e. balancing the public interests.
Confidentiality has not been breached if the patient has given valid consent for the release of the information. If the patient has not given consent and could be identified, either by being named or as a result of information being divulged, then there has been a breach of confidentiality.
Consent to disclosure of confidential information (see Chapter 3)
There are some circumstances where consent to sharing a patient’s medical information can be implied. For example, it is generally accepted that information about care of a patient will be discussed within the medical team. Express consent would not normally be required. However, information discussed within a medical team should be on a need to know basis.
In most other circumstances, express consent should be obtained unless there is a legal obligation to disclose the information, or unless the medical professional believes that the public interest in disclosing the information requires it (see below).
If an adult patient is incompetent to give consent, doctors should act in the patient’s ‘best interests’. In the case of a minor, if he is over 16 years he would generally be assumed to be competent to give or refuse consent for disclosure of information. Minors below 16 are assumed not to be competent to give or refuse consent unless they are assessed as being ‘Gillick competent’ (see Chapter 3). It would normally be the case that doctors should inform parents of medical treatments for those under 16 years. However, if the child refuses consent to inform parents and is ‘Gillick competent’ and it is in his best interests not to inform parents, then the doctor may withhold information from the parents.
Handling patient’s medical records and data
Patient’s medical records should normally only be released with the consent of the patient or in response to a court order. The police do not have an automatic right to look at medical records, which should only be released in response to a court order or if the medical professional considers it to be an acceptable breach of confidentiality (see below). A coroner, however, does have the right to access a dead patient’s records in order to go about their duties.
When using patients as case studies in publications such as clinical papers or textbooks, consent should be sought from the patient where possible. If this is not possible, extra care should be taken to ensure that the patient cannot be identified.
Breaches of patient confidentiality
Unacceptable breaches of patient confidentiality
The most common situation in which medical professionals wrongfully breach confidentiality is as a result of carelessness. For example discussing famous patients at dinner parties or leaving patient notes on buses. The General Medical Council would regard such breaches of confidentiality as serious professional misconduct.
Situations where there is a legal obligation to breach patient confidentiality
Some examples of situations where there is a legal obligation for the medical professional to breach patient confidentiality are in the context of:
Notifiable diseases.
Termination of pregnancy.
Births.
Deaths.
Details of anyone alleged to be guilty of an offence under the Road Traffic Act 1988 (on request by police only).
Court orders.
However, these breaches should only be made to the relevant authorities.
Situations where the medical professional may but is not obliged to breach patient confidentiality
These situations involve weighing up the public interest in disclosure versus non-disclosure. The General Medical Council offers detailed guidance in this area and this guidance carries a lot of weight with the courts (see www.gmc-uk.org). Three key points from the guidance are as follows:
1. Disclosure of confidential information without consent would normally be justified in order to prevent risk of death or serious harm. (Note that this will usually be limited to harm to people, not property for example.)
2. Disclosure should only be made to an appropriate authority.
3. The patient should normally be informed before disclosure of their information.
Further reading
Hope, A., Savulescu, J. & Hendrick, J. Medical Ethics and the Law. The Core Curriculum, 2nd edn. Elsevier, Oxford, 2008.
Chapter 3
Consent
In modern health care, it is acknowledged that patient consent is required before any medical intervention is carried out. This would normally be express consent. However, in certain circumstances consent can be implied, for example when a patient holds out his arm for blood to be taken. The importance of consent stems from the ethical concept of autonomy: the right to have control over our own lives. This concept has been incorporated into English law as three criteria that must be met for consent to be valid. These criteria are:
1. That the patient has been informed as to the purpose, nature, risks and benefits of the medical procedure.
2. That the patient is competent (has capacity) to understand this information.
3. That the patient has given voluntary consent, i.e. the patient has not been coerced.
In order to maximize autonomy, patients should be as much in control as possible throughout the course of any medical intervention. This also means that they can withdraw consent at any time. This is important legally in relation to the consent form. The consent form is not a contract. Therefore it is illegal (battery – see below) to proceed with a medical intervention if the patient withdraws his consent, even if he has previously signed a consent form.
For patients to be ‘informed’, they should be given general information about the purpose and nature of the proposed course of action. Failure to do this could result in the patient making a claim for battery (touching a person without consent). Information should also be given about any reasonable alternatives, risks and benefits, including common and serious side effects, otherwise a claim could be made for negligence. Even if a patient prefers to know nothing about the proposed procedure, it would be unwise to proceed without informing him or her of the key aspects of the treatment. The General Medical Council offers guidance on the provision of information to patients on their website www.gmc-uk.org.
In English law, a person over the age of 16 is assumed to have capacity, i.e. be competent, unless it can be shown to the contrary.
Mental Capacity Act 2005
The Mental Capacity Act 2005 outlines the procedure for determining capacity and how to act when a patient over the age of 16 lacks capacity. Under the Act (Part 1 Section 3(1)), a person lacks capacity if he is unable to:
understand the information relevant to the decision, or
retain that information, or
use or weigh that information as part of the process of making the decision, or
communicate his decision (by any means).
If a patient is shown to lack capacity, then those caring for him must attempt to enhance his capacity insofar as this is practical (Part 1 Section 1(3)). Note that ‘capacity’ refers to the ability of the patient to make a specific decision, not to the patient as a whole. In addition, a patient does not lack capacity simply because he makes an unwise decision (Part 1 Section 1(4)).
Under the Mental Capacity Act, patients who lack capacity (and have not appointed a Lasting Power of Attorney or made an Advance Decision – see below) should be treated in their ‘best interests’ (Part 1 Section 4). The Act specifies some factors that should be taken into account in making a decision about their best interests. The General Medical Council also offers guidance as to how to determine ‘best interests’ (see www.gmc-uk.org).
Under the Mental Capacity Act (Part 1 Section 9), a Lasting Power of Attorney can be appointed by a person who has capacity to make medical and non-medical decisions on his behalf at a future time when he no longer has capacity. The Act also allows Advance Decisions to be made, by persons aged 18 or over who have capacity, to refuse treatment at a future time when they lack capacity (Part 1 Sections 24–26). An Advance Decision can relate to life-sustaining treatment if it is in writing and specific to that effect and if it is appropriately signed and witnessed.
In Scotland, although the approach to determining capacity and treatment of those without capacity is similar, the law differs slightly and is covered by the Adults with Incapacity (Scotland) Act 2000.
Consent and minors (<18 years old)
When dealing with minors and consent, it is important to remember that in an emergency situation when the minor and/or those with parental responsibility cannot or will not give consent, the medical professional should normally act to prevent death or serious harm to the patient.
Minors aged 16 or 17 years are presumed to have capacity to consent to medical treatment unless it can be shown otherwise. Those with parental responsibility (usually the parents) can also give consent. If valid consent for the relevant procedure has been given either by the minor or by any person with parental responsibility then the doctor has consent to proceed (without risk of battery). Doctors (and those with parental responsibility) have a legal obligation to act in a minor’s best interests. If neither the patient concerned nor a person with parental responsibility consents, and the doctor judges that the treatment is in the patient’s best interests, then advice should be sought from the courts.
Children aged less than 16 are presumed not to have capacity to consent unless they demonstrate that they are ‘Gillick competent’, i.e. have reached a level of intelligence and understanding sufficient to understand what is being proposed. The criteria on this are vague and if there is doubt it would be wise to obtain consent from a person with parental responsibility. The legal position for refusal of treatment by Gillick-competent children is the same as for competent 16 or 17 year olds.
Consent should be obtained from at least one person with parental responsibility for minors below the age of 16 who are not Gillick competent. If no one with parental responsibility gives consent and failure to carry out the procedure would be significantly against the child’s best interests then doctors should apply to the court for a ‘specific issue order’. In an emergency, doctors should act to save the child from death or serious harm.
Further reading
Hope, A., Savulescu, J. & Hendrick, J. Medical Ethics and the Law. The Core Curriculum, 2nd edn. Elsevier, Oxford, 2008.
Chapter 4
Relationship with the patient
Your relationship with your patient is the key determinant of your effectiveness as a clinician. Why is this? You need the patient to give you all the information necessary for diagnosis. You must then communicate this decision and any uncertainty surrounding it, to the patient in language they understand, and you must convince them that the treatment you recommend is appropriate and effective. None of this will occur unless you have established an effective relationship with your patient. Different patients require different techniques to develop relationships; with some you can be informal and quite chatty, with others you may need to be much more formal, and keep to the point, some appreciate humour, and others find it unprofessional. Develop your style, but modify it for individual patients. So, how do you develop such a relationship? In many ways, though some tips include:
Listening to your patient, largely letting them do the talking, albeit guided by yourself to elaborate on certain areas and to move on from others.
Engaging in eye contact.
Appropriate use of non-verbal gestures, such as smiling.
Appropriate use of asides – ‘isn’t it sunny today’, etc. – in a culturally sensitive manner.
Minimizing the chance of interruptions and other distractions (such as bleeps going off).
Where relevant, asking a relative (in the presence of the patient) to comment on their views of the patient’s illness.
Dressing appropriately; in years gone by, most patients expected consultants to wear suits. This era has largely passed – consultants attending patients in the middle of the night not infrequently wear jeans, so do adjust your attire according to the setting and time. However, you should be certain your clothes are smart and clean, and that you follow the dress code of your institute (in the UK National Health Service this includes no jewellery and only short sleeve shirts) which is there to minimize your risk of transmitting hospital-acquired infection.
When meeting a patient, establish their identity unequivocally (ask for their full name and confirm with their name band, ask for their date of birth, address, etc.) and be certain that all records, notes, test results, etc. refer to that patient, as not infrequently results find there way into the wrong patient’s notes.
Often you may wish to shake their hand, ‘My name is Dr Davey and you are …’? Or ‘Your name is …’? ‘Your date of birth is …’?, ‘Your address is …’? Tell them your name, your title and job and what you are about to do. For example:
I am Dr Davey, a consultant specializing in heart medicine and I’ve been asked to try and work out whether your heart is working properly. I’m going to spend about half an hour talking to you about your medical problems, and then I’ll examine you thoroughly. After that I’ll explain to you what I think the matter is and what we need to do to help you.
Or you could say, ‘I am Patrick Davey, a medical student, and I’d like to ask you some questions about your illness if I may’.
Always be polite, be respectful and be clear. Remember the patient may be feeling anxious, unwell, embarrassed, scared or in pain. If you detect these emotions, ask the patient to elaborate on their fears – unless you know what is really worrying them, you will not have a satisfactory consultation.
You should be gathering information and observing the patient as soon as you meet them: history taking and examination are not distinct, sequential processes, they are ongoing. Your best clues to the presence of thyroid disease, acromegaly, Cushing’s syndrome, alcohol dependency and many other conditions, is found from the patient’s appearance in the first few seconds of the consultation, so start thinking diagnostically the moment you see the patient, not just at certain times in the consultation.
Sequence of the consultation
Though your diagnostic processes will be working continuously throughout the consultation, the usual order is history, examination, explanation to the patient of their illness and then, crucially, to ask the patient if they have questions they wish addressing.
Privacy
Ensure that there is privacy (this is not always easy in busy hospital wards: make sure curtains are properly closed; see if the examination room is free).
Language
Establish whether the patient is fluent in the language you intend to use and, if not, arrange for an interpreter to be present. Often a family member will be willing to interpret, but, on grounds of confidentiality, you should establish that the patient is happy to discuss their problems via this relative.
Relatives, friends and chaperones
Establish who else is with the patient, their relationship with the patient and whether the patient wishes for them to be present during the consultation. Ask if the patient wishes for a chaperone to be present during the examination; this may be appropriate in any case.
Remember that the patient is the most important person in the room! Remember that all information you gain from your patient or anyone else is confidential. This means that information about the patient should only be discussed with other professionals involved in the care of that patient. You must ensure that patient discussions or records cannot be overheard or accessed by others.
Some guidelines for the use of chaperones
A chaperone is a third person, (usually) of the same sex as the patient and (usually) a health professional (not a relative).
When asking a patient if they would like a chaperone to be present, ensure they know what you mean; for example, ‘We often ask another member of staff to be present during this examination, would you like me to find someone’?
If either the patient or the doctor/medical student wishes a chaperone to be present then the examination should not be carried out without one.
Record the presence of a chaperone in the notes – this is vital if you are to fully protect yourself medicolegally.
A chaperone must be present for intimate examinations by doctors or students examining patients of the opposite sex (vaginal, rectal, genitalia and female breast examination).
Hand washing and hospital-acquired infection
In modern health-care systems there is considerable and appropriate concern about hospital-acquired infection; the hands of staff are the commonest vehicles by which microorganisms are transmitted between patients and hand washing is the single most important measure in infection control. So, always ensure your hands are washed, whether using alcoholic rubs or medicated soap is less important than that the hands are actually washed. Hands should be washed before each patient contact, and also between wards.
You should also ensure that you minimize the risk of your clothes transmitting infection by not wearing jewellery, long-sleeved shirts or a tie, and ensuring that your stethoscope is disinfected regularly.
Chapter 5
History of presenting complaint
The history of the presenting complaint is the most important part of the history and examination. It not only provides the information necessary to create the differential diagnosis but it also provides vital insight into the features of the complaints most important to the patient. It should receive most time during a consultation.
The history obtained should be recorded and presented in the patient’s own words, not be masked by medical phrases such as ‘dyspnoea’, ‘myocardial infarction’, etc., which may disguise the true nature of the complaint and important nuances. As you listen to the presenting complaint, continually ask yourself ‘what does this tell me about the diagnosis?’ Remember it is the patient’s problems that you are trying to understand and record in order to establish diagnoses. Do not force or overinterpret what the patient says to fit into a particular diagnosis or symptom, nor simply record what the patient reports other doctors have said.
If a clear history cannot be obtained from the patient then the history should be sought from relatives, friends or other witnesses. It may be appropriate to seek corroboration of features of the history, such as alcohol consumption or details of a collapse, always bearing in mind the principles of medical confidentiality.
Let the patient talk
The presenting complaint should be obtained by allowing the patient to talk without interruption, if possible. This may be initiated by asking an open question such as:
‘Why have you come to see me today?’
‘What’s the problem?’
‘Tell me what seems to be the trouble.’
‘How long have you been ill for, and what have you noticed over this time?’
The patient should always be allowed to talk for as long as possible without interruption. Small interjections such as ‘Go on’ or ‘Tell me more’, may help produce more information from a reticent patient.
It may be possible to enable patients to elaborate on areas of medical interest, without directing the history, by indicating these are areas you are interested in. One way to do this is to repeat the last phrase that a patient has voiced in a questioning way. For example, to ‘I’m finding breathing more difficult’ you would respond ‘Breathing more difficult?’
More specific questioning
After this, open questions should be addressed to reveal more detail about particular aspects of the history. For example, ‘Tell me more about the pain’, ‘Tell me in more detail about your tiredness’ or ‘You’ve said that you’ve been feeling tired?’
More direct questions can then be addressed to gain information about the chronology and other detail of the complaints; for example, ‘When exactly did you first notice the breathlessness?’, ‘Which came first, the chest pain or the breathlessness?’ or ‘What exactly were you doing when the breathlessness came on?’ Sometimes patients find it difficult to accurately recall chronology – in this situation, establish when the patient was last completely well, as this will often tell you for how long they have been ill.
Directed questions can then be addressed to establish diagnostically important features about the complaints; for example, ‘What was the pain like?’, ‘Was the pain sharp, heavy or burning?’, ‘What made the pain worse?’, ‘Did breathing affect the pain?’ or ‘What about breathing in deeply?’
Other aspects of the history (e.g. past medical history or social history) relevant to the presenting complaint, though they are conventionally analysed separately, commonly arise during discussion of the presenting complaint and can receive detailed attention at this point.
In some settings, such as during resuscitation of a very ill patient, very focused or abbreviated questioning may be appropriate.
Premorbid functional status
It is crucial to ascertain this. This information is essential in managing the patient, and also for conveying the patient’s history to colleagues. This is because:
Usually, you aim to restore a patient’s health to that immediately prior to an illness – knowing their premorbid state means that you know what you are aiming to achieve.
Functional status is a most important predictor for life expectancy. If a patient’s premorbid functional status is poor, then the premorbid life expectancy is usually not good. This information can then be factored into how intensively you should investigate and treat their current illness.
There are many ways to convey premorbid functional status – a good empirical method is to find out how far a patient can walk unaided in one go at a normal pace (e.g. 5 miles, quarter of a mile), if they are housebound or using a zimmer frame for mobility, etc. It is also important to ascertain what symptom limits them. You can do this by asking:
‘How far can you usually walk?’
‘What stops you walking this far?’
‘How do the symptoms interfere with your life (with walking, working, sleeping, etc.)?’
If housebound, ask about mobility within the home, and what carers are needed to support their life (e.g. how many carers are needed to get them up in the morning, wash them, etc.).
Patients’ understanding of their illness
You should ask the patient what they think is wrong with them and how the problems have affected them (e.g. ability to work, mood, etc.) and their family.
Focus on the main problems
Some patients devote considerable attention to aspects of their illness that are not helpful in achieving a diagnosis or to understanding the patient and their problems. It may be necessary to interject and divert discussion with phrases such as, ‘Could you tell me more about your chest pain?’ or ‘Could we focus on why you came to the doctor’s surgery this time?’ Sometimes there may be a very long list of different complaints in which case the patient should be asked to focus on each in turn. Keep in mind the main problems and direct the history accordingly, and for each symptom, obtain and record a precise history.
Summarize your findings
Perhaps the most important aspect to establishing the presenting complaint is to summarize your understanding of the history to the patient, and to ask if you have got it exactly right.
Chapter 6
Past medical history, drugs and allergies
Past medical history
The past medical history is a vital part of the history. It is important to record in detail all previous medical problems and their treatment in chronological order. You could ask:
‘What illnesses have you had?’
‘What operations have you had?’
‘Have you ever been in hospital?’
‘When did you last feel completely well?’
Ask if there were any problems with operations or anaesthetics, and, if so, what they were. You might turn up a bleeding tendency or an intolerance to particular anaesthetic agents.
If not already discussed in relation to the presenting complaint, specific aspects of the past medical history may need to be enquired about. For example, ask about previous chest pain (angina) in a patient presenting with severe chest pain.
It is conventional to record the occurrence of specific common illnesses, in particular jaundice, anaemia, tuberculosis, rheumatic fever, diabetes mellitus, bronchitis, myocardial infarction, stroke, epilepsy, asthma and problems with anaesthesia.
The patient should also be asked about vaccinations, medicals, screening tests (e.g. cervical smear) and pregnancies.
Drug history
What medication is the patient taking?
What medication is prescribed and what other remedies are they taking (e.g. herbal remedies, ‘over-the-counter’ tablets)? Ask to actually see the medication and/or the prescription list.
Do not forget to ask about injections (e.g. insulin), topical treatments and inhalers as patients may not consider them to be drugs.
What illicit drugs do they or have they taken? It is usually best to come straight out with this question and not ‘beat around the bush’. Ask ‘Have you ever taken any non-prescription drugs?’ If the answer is yes, find out what sort, how frequently and how it was taken, e.g. nasally (cocaine), orally or intravenously. If the latter, find out if they shared needles.
What is the patient’s likely compliance with prescribed medication? It is not always easy to know how to assess this; you can ask the patient if you feel they will answer truthfully (clearly, the overwhelming majority of patients). You can find out from their general practitioner how often they renew their prescription. You can ask relatives, who are an extremely useful source of information (always bear in mind the rules on confidentiality).
Is there supervision? For example, does a relative or the district nurse supervise drug taking. Is a ‘dose-it’ box used?
What medication has the patient been intolerant of and why?
Allergies
It is vital to obtain an accurate and detailed description of the patient’s allergic responses to drugs and other potential allergens. The patient should be asked if they are allergic to anything. They should be asked specifically whether they are allergic to any antibiotics including penicillin. It is also important to elicit the precise nature of the allergy. Was there true allergy with a full-blown anaphylactic shock, an erythematous rash or an urticarial rash, or did the patient only feel nausea or experience another drug side effect? Many patients label the latter as an allergy, whereas often this is a component of the illness for which they were taking the antibiotic.
Other important allergies may exist to foodstuffs, such as nuts, or to bee or wasp stings.
It is also important to elicit other intolerances, such as side effects, to medication. This is particularly true for drugs used to treat hypertension. If you establish an intolerance, ask what symptoms they noticed, and whether they were present before taking the drug, or after they stopped (in which case it is unlikely to actually reflect a genuine reaction to that drug).
Ensure allergies are clearly recorded in notes, drug charts and, if appropriate, ‘medicalert’ bracelets.
Smoking
Does the patient smoke or have they ever? If so, what type and how many, for how long? Cigarettes, pipe or cigar? Have any relatives suffered smoking-related complications (heart attacks, lung diseases, malignancy)? Establish what the patient’s attitude is to giving up; often patients are misinformed about the actual risk of smoking, and giving them the facts, in a polite, digestible manner, helps support them in giving up.
Alcohol
Does the patient drink alcohol? If so, what type of alcohol? How many units and how often? People find it very easy to underestimate their alcohol consumption, so it is often helpful to draw up a list of exactly how much they drink and when. If they stay at home drinking, ask how much beer and how many bottles of wine and spirits (and what size) they buy each week.
Are there/have there been problems with alcohol dependence? There are many ways to assess this, but the CAGE questionnaire is useful:
Have you ever felt you should Cut back?
Have you ever been Angry when your alcohol intake is commented on?
Have you ever felt Guilty about the amount you drink?
Have you ever needed an Eye-opener (alcoholic drink first thing in the morning)?
Scores of 2 or more are fairly strongly associated with an alcohol problem.
Chapter 7
Family and social history
Family history
It is important to establish the diseases that have affected relatives given the strong genetic contribution to many diseases.
‘What relatives do you have?’
‘Are your parents still alive? If not, how old were they when they died? What did they die from? Did they suffer from any significant illnesses?’
‘Have you any siblings, children or grandchildren?’
‘Are there any diseases that run in the family?’ (In rare genetic conditions consider the possibility of consanguinity; you can construct a family tree.)
‘Are there any illnesses that run in the family
?’
Social history
It is vital to understand the patient’s background and the effect of their illnesses on their life and their family. Particular occupations are at risk of certain illnesses so a full occupational history is important. The following questions should be asked:
‘What is your job? What does that actually involve doing?’
‘What other jobs have you done?’
‘Who do you live with? Is your partner well? Who else is at home? What sort of place do you live in?’
‘Do you have any financial difficulties?’
‘Who does the shopping, washing, cleaning, bathing, etc.?’
‘What have your illnesses prevented you doing?’
‘How has it affected your spouse and family?’
‘Do you get out of the house much? What is your mobility like? How far can you walk? Do you have stairs at home?’
‘What are your hobbies?’
‘What help do you get at home? Do you have a home help or meals-on-wheels
? What modifications have been made to the house?’
‘Do you have pets? Are they well?’
Travel history
Consider the following questions when taking a travel history from the patient:
‘Have you been abroad? Where? When?’
‘Where did you stop en route?’
‘Where did you visit? Was it rural or urban?’
‘Did you stay in hotels, camps, etc.?’
‘Were you well whilst there?’
‘Did you have specific vaccinations? Have you taken antimalarial prophylaxis? If so, what and for how long?’
Chapter 8
Functional enquiry
This part of the history is designed to address any symptoms that have not been elicited from the patient in the history of the presenting complaint. There are obviously a huge number of questions that can be asked. In any given clinical situation these questions will need to be focused depending on the nature of the presenting complaint. The discovery of abnormalities on examination or after investigation may lead to the necessity for further directed questioning. Ask about the symptoms in the figure above.
The overwhelmingly two most important aspects of the functional enquiry are:
1 To establish the exercise capacity of the patient – how far they can walk unaided in one go (flat and hills), and the symptom that stops them. If you only ask one question ask this one!
2 To ascertain whether the patient has a systemic illness, the usual manifestations of which are feeling unwell (malaise), loss of appetite and weight loss.
Other general questions that may be appropriate are asking about heat or cold intolerance (thyroid disorders) or whether there has been any recent injury or falls.
You should specifically ask about breathlessness, on effort and at night, wheeze and chest pain. Also, ask about pains anywhere. Ask whether the patient has brought up blood (coughing, vomiting), or passed blood in their urine and stool. Do not forget the gynaecological history: length of the menstrual cycle, period duration, whether periods are heavy, number of pregnancies, age of menarche and menopause.
Chapter 9
Principles of examination
Explain to the patient what you plan to do. Ensure they are comfortable, warm and that there is privacy. Use all your senses: sight, hearing, smell and touch.
Inspect
Stand back. Look at the whole patient. Ensure there is adequate lighting.
Look around the bed for other ‘clues’ (e.g. oxygen mask, nebulizer, sputum pot, walking stick, vomit bowl).
Ensure the patient is adequately exposed (with privacy and comfort) and correctly positioned to permit a full examination.
Look carefully and thoroughly. Are there any obvious abnormalities (e.g. lumps, unconsciousness)? Are there any subtle abnormalities (e.g. pallor, fasciculations)?
Look with specific manoeuvres, such as coughing, breathing or movement.
Palpate
Seek the patient’s permission and explain what you are going to do. Ask whether there is any pain or tenderness. Begin the examination lightly and gently and then use firmer pressure. Define any abnormalities carefully, perhaps with measurement. Check if there are thrills.
Percuss
Percuss comparing sides. Listen and ‘feel’ for any differences. Ensure that this does not cause pain or discomfort.
Auscultate
Ensure the stethoscope is functioning and take time to listen. Consider the positioning of the patient to optimize sounds; for example, sitting forward and listening in expiration for aortic regurgitation.
If abnormalities are found at any stage, try to compare them with the ‘normal’; for example, compare the percussion note over equivalent areas of the chest.
Chapter 10
Basic clinical skills
Clinical assessment of the patient
Competence in the fundamental clinical skills of history taking and physical examination is crucial to being a good doctor. Diagnostic gold is most often to be found in the history. Your examination of the patient should begin while you are taking the history, and you will often need to expand the history in the light of the examination findings.
After the history and examination, you need to be clear about:
The clinical problems of the patient, i.e. the symptoms and signs placed in coherent groupings (e.g. back pain and progressive weakness of the legs in a man with carcinoma of the prostate).
The differential diagnosis of these problems (a shortlist of possible diagnoses to account for each clinical problem). As well as the most likely diagnosis (the working diagnosis), you must also consider those other possible diagnoses that are most serious if missed, and most treatable if found.
The impact of these problems on the patient as a person (e.g. ability to work or look after their family; to carry out activities of daily living).
A plan of action (to include investigation, treatment and what you will say to the patient about the diagnosis and prognosis).
Taking the history
Open the interview with a few friendly words of introduction: establishing rapport with the patient is crucially important to good communication.
Begin with an open-ended question (e.g. ‘Perhaps you would start by telling me the problems that led to you coming into hospital’) and listen to the patient’s story, taking notes as the patient talks.
After a few minutes of listening, you will usually need to clarify points in the history with the intelligent use of questions. This applies particularly to complaints such as dizziness, blackouts, collapse and indigestion – words that are applied to a number of different symptoms.
Cover all the important areas (Table 10.1) so that you have a complete picture.
Table 10.1 Checklist for history taking.
Take stock before performing the physical examination
Having taken the history, you should summarize the major problems identified, mentally or on paper, and form a provisional differential diagnosis. This will help focus your examination and ensure that you do not miss key physical signs – those which can rule in or rule out possible diagnoses. Do not perform the physical examination on ‘autopilot’, but rather adjust it in light of the history and ongoing examination findings. You should always be prepared to interrupt the physical examination to ask further questions if necessary.
Physical examination
You must adapt your method to the circumstances. For most patients, you should examine in detail the system or systems relevant to the clinical problem, and also perform a rapid but thorough general examination. One approach is to perform a general examination by region (e.g. hands–arms–head–neck–chest–abdomen–legs–feet) and then complete a detailed examination of the relevant system or systems. Before you lay hands on the patient, it pays dividends to step back, metaphorically at least, and make a general survey. Does the patient look well or ill and, if ill, in what way? Endocrine disorders (such as hypothyroidism) are easily missed unless you make a point of thinking of them. Table 10.2 gives a checklist for general examination.
Table 10.2 Checklist for the general examination.
Examination of systems
Cardiovascular system: pulse rate/rhythm; blood pressure; jugular venous pressure (JVP) (height and waveform); carotid pulse upstroke and volume; inspection/palpation of the precordium; auscultation of the heart; palpation of the abdominal aorta and peripheral pulses; auscultation for carotid, abdominal and femoral bruits; percussion and auscultation of the lung bases; sacral and peripheral oedema. An electrocardiogram (ECG) should be regarded as part of the examination of the cardiovascular system.
Respiratory system: character of the voice; presence and quality of cough; sputum character and quantity; respiratory rate; presence of stridor or wheeze; examination of the upper respiratory tract (nose, tonsils, pharynx, trachea); inspection, palpation, percussion and auscultation of the chest. Bedside spirometry and measurement of peak expiratory flow rate.
Alimentary and genitourinary systems: inspect the lips, tongue, teeth and gums; inspection, palpation, percussion and auscultation of the abdomen (including hernial orifices); examine external genitalia; inspection and digital examination of the anorectum; vaginal examination. Testing of stool for blood and stick testing of urine.
Nervous system: evaluation of the mental state, speech and other higher cerebral functions; examination of the skull and spine; testing of the cranial nerves; ophthalmoscopy; examination of the motor system – limbs, trunk, stance and gait; examination of the sensory system.
Musculoskeletal system: examination of the limb joints and spine for swelling, deformity, tenderness and restriction of movement; examination of the bones for deformity and tenderness and of the muscles for wasting and tenderness; observation of the patient standing, walking and turning.
Rapid neurological/musculoskeletal examination
If neurological or musculoskeletal disease is not suspected the minimum examination is to:
Inspect the hands, for wasting of the intrinsic muscles and joint abnormalities, test the power of finger abduction, and check light touch sensation over the hands – gently stroke the skin and ask the patient if this feels normal and equal on both sides.
Ask the patient to hold the arms outstretched with palms down and fingers abducted, and to make piano-playing movements (upper motor lesions cause the movements to be performed more slowly or clumsily), then to turn the palms up and maintain the posture with the eyes closed (upper motor lesions cause the arm to drift downwards and into pronation).
Put the wrist, elbow and shoulder joints through their range of movement (for muscle tone, and to detect restriction of joint movement) and test the power of shoulder abduction (proximal limb weakness is a feature of myopathies). Ask the patient to put the hands behind the head with the elbows back (to assess the glenohumeral, acromioclavicular and sternoclavicular joints). Check the finger–nose test.
Check cervical spine movements (ask the patient to touch the ear on to the shoulder).
Check visual acuity, fields, eye movements, pupils and fundi.
Put the hip, knee and ankle joints through their range of movement (including rotation of the hip joint with the knee flexed, to assess muscle tone and detect restriction of joint movement); test the power of hip flexion.
Inspect the feet: test the power of ankle dorsiflexion. Check light touch sensation over the feet – gently stroke the skin and ask the patient if this feels normal and equal on both sides. Check the heel–knee–shin test; test the tendon reflexes and plantar responses.
Observe the patient standing, walking and turning.
Presenting the case
The cardinal virtues here are brevity, clarity and enthusiasm. Your presentation should last ≤5 min. If your listener wants more detail, he or she will ask for it. Always include the age and occupation of the patient in your opening remarks. Do not mention the sex and racial origin of the patient if you are presenting the case in his or her presence. Begin with a short summary of the patient’s problems; this is especially important in patients with chronic illness who may have multiple medical and social problems. You should then deal, in turn, with information from the history, the findings on examination, your differential diagnosis and the plan of action.
Diagnosis
What is diagnosis?
Diagnosis is the central intellectual activity of medicine. It is the process whereby we turn data about the patient into the names of diseases (‘diagnoses’). A diagnosis is important because it serves as a guide to action, and it helps us foretell the future (‘prognosis’). The data we bring to the diagnostic process is of many types: elements in the history (e.g. headache), an examination finding (e.g. enlargement of the spleen) or a test result (e.g. microcytic anaemia).
Why can diagnosis be difficult?
So if diagnosis is simply about mapping data onto diseases, why is it difficult?
Most manifestations of disease are not specific to one diagnosis, e.g. breathlessness can be caused by heart or lung disease, or anaemia.
There are around 5000 clinical manifestations of disease (symptoms, signs, epidemiological data, laboratory and imaging findings), which may occur singly or in combination, and with different time courses, and there are over 5000 diseases.
Distinguishing between normal and abnormal may be difficult; for example, is breathlessness due to ageing, physical deconditioning, weight gain or disease?
The data are often unreliable or partial (e.g. elements in the history may be forgotten by the patient or misinterpreted by the doctor); physical signs may be overlooked or misinterpreted; test results may be misleading (e.g. because the test is not always normal in health and abnormal in disease).
Patients may have more than one disease (multiple pathology).
Rare diseases are, in aggregate, common: throughout your professional life you will continue to see patients with diseases which you have not encountered before.
Some symptoms are medically inexplicable.
Humans make mistakes in the analysis of data.
How do we go about making a diagnosis?
The presenting complaint is often the key to the diagnosis, because it is generally the case that the problem that took the patient to the doctor reflects an important manifestation of the patient’s illness. Accordingly, the best place to start the diagnostic process is usually with the presenting complaint. How does one analyse the presenting complaint?
Analysis by body region: this method works well for complaints of pain, e.g. headache, chest pain and abdominal pain.
Analysis by system: this method works well for functional disorders such as breathlessness or muscle weakness.
Analysis by organ: e.g. breast lump.
Working towards the diagnosis
The road to the diagnosis has several distinct stages. The first is to review the key findings on history and examination, and to put them together in coherent groups. For example, if the patient complains of retrosternal chest discomfort consistently provoked by exercise and relieved promptly by rest, these features can be summarized as typical exertional angina. Having decided on the clinical problem or problems, the next stage is to form a differential diagnosis, a short list of possible diseases that could account for these clinical problems. Lists can be generated from experience, from discussion with colleagues, from reading the medical literature, and from other resources such as the internet. A Google search is often a fruitful way of expanding the differential diagnosis. Suggestions from the patient and their family as to the diagnosis may sometimes be very helpful, and should always be considered seriously.
As well as the most likely diagnosis (the working diagnosis), your differential diagnosis should also include those other possible diseases that are most serious if missed, and most treatable if found. To return to our patient with exertional angina, the differential diagnosis includes atheromatous coronary disease, aortic stenosis and hypertrophic cardiomyopathy. The clinical and ECG findings will usually allow us to differentiate between these three diseases. If our patient has signs of severe aortic stenosis, then angina due to severe aortic stenosis is the working diagnosis. This is the diagnosis on which you will base your immediate management decisions (e.g. what investigation to do first, what treatment to give). The final diagnosis is the diagnosis made when all the information is in (in this particular case, after the patient has had an echocardiogram, which showed a calcified bicuspid aortic valve with severe stenosis, and an angiogram which revealed no epicardial coronary disease).
A further example would be headache with fever in a 23-year-old medical student just returned from India, with full blood count showing thrombocytopenia. The differential diagnosis includes malaria, typhoid and bacterial or viral meningitis. The additional clinical features in this case make malaria your working diagnosis. Investigation shows malarial parasites on microscopy of a thick blood film, subsequently shown to be Plasmodium falciparum. Lumbar puncture reveals normal cerebrospinal fluid, and blood culture is negative. Thus, the final diagnosis is falciparum malaria.
Reasoning about diagnosis
Reasoning about diagnosis is very similar to detective work, or solving problems such as why your car will no start. Having generated a differential diagnosis, you need to work through the diagnoses on the list and ask yourself these questions: ‘How well does this diagnosis account for the important positive and negative clinical findings, and the time course of the patient’s illness?’ ‘If this diagnosis is accepted, how many loose ends are left?’ You are looking for the diagnosis that has the greatest explanatory power, unifies the largest number of findings and leaves the fewest loose ends. Bear in mind that common diseases do indeed commonly occur. A 60-year-old man with typical exertional angina will usually have atheromatous coronary disease. However, if the ECG shows voltage evidence of left ventricular hypertropy with marked ST/T changes, the blood pressure is normal and there is no systolic murmur, hypertrophic cardiomyopathy is the more likely diagnosis – or both disorders are present.
At the end of this process of reasoning, you will have worked through the differential diagnosis, weeded out the diagnoses which do not pass muster, and ranked the others in order of probability. You will be clear as to what additional information will be helpful in discrimating between the diagnoses left on the list.
Coordinating diagnosis with the safe care of the patient
Sometimes one can make the right diagnosis immediately and with confidence. However, often the situation is less than ideal: the diagnosis is unclear, and the tests required to rule in or rule out possible diagnoses are not available (e.g. because it is the middle of the night) or take too long to come back (e.g. blood culture). In this case, you must treat what is probable, and what might be dangerous, while data collection continues. Correction of abnormal physiology is crucial in those with life-threatening disease (e.g. volume replacement in severe gastrointestinal bleeding). Immediate empirical treatment may be needed for illnesses that are dangerous and rapidly progressive (e.g. empirical antibiotic therapy in suspected bacterial meningitis, before lumbar puncture). For patients seen in clinic, with symptoms which do not point to major illness and with reassuring findings on examination, observation over time (with or without further investigation) may be the right course.
Mistakes in diagnosis
Misdiagnosis is common, and results from:
Lack of knowledge (e.g. not knowing of diagnoses such as oesophageal rupture or cerebral venous sinus thrombosis).
Inexperience of the ‘fuzziness’ of many diagnoses (e.g. pulmonary embolism, acute coronary syndrome).
Jumping to conclusions, and accepting the ‘obvious’ diagnosis without considering others (e.g. fever, elevated right hemidiaphragm and right basal lung shadowing after laparoscopic appendicectomy attributed to pneumonia without exclusion of subphrenic abscess).
Not reconsidering the diagnosis as more data become available. The best way to improve your skill at diagnosis is repeated practice with new patients seen on-take or in the clinic, attending case presentations (which will enlarge your experience of rare diseases and atypical presentations of common ones) and reading the literature. Remember, ‘Clinical diagnosis is an art, and the mastery of the art has no