History Taking Template

History Taking Template
Wash your hands

Introduce yourself, and ask permission to take a history
General information
Name:
Age:
Sex:
Occupation:
Presenting Complaint:
A short phrase describing the presenting complaint in the patients own words
History of Presenting Complaint:
Mnemonic - SOCRATES for pain
 Site - Where is the pain?

 Onset - When did the pain start, and was it sudden or gradual?
 Character - What is the pain like? An ache? Stabbing?
 Radiation - Does the pain radiate anywhere?
 Associations - Any other signs or symptoms associated with the pain?
 Time course - Does the pain follow any pattern?
 Exacerbating/Relieving factors - Does anything change the pain?
 Severity - How bad is the pain?
Need to explore the presenting complaint chronologically and incorporate relevant systems
enquiries.
For example - Chest pain - need to explore cardiovascular, respiratory and GI systems
enquiry in the history of presenting complaint as pathology from all of these systems could
cause chest pain.
Systems Enquiry
Specific questions for each system – must be asked for every patient
CARDIOVASCULAR RESPIRATORY GASTROINTESTINAL

Chest pain SOB Abdominal pain
Palpitations Cough Diarrhoea/ Constipation
SOB/ SOBOE – quantify Sputum production Dyspepsia/ heartburn
Orthopnoea Chest pain Dysphagia
Paroxysmal Nocturnal Haemoptysis Haematemesis/ melaena
Dyspnoea
Intermittent claudication Wheeze Rectal bleeding
Oedema Jaundice
GENITOURINARY NEUROLOGICAL LOCOMOTOR
Haematuria Headache Falls
Dysuria Dizziness Arthralgia
Increased freq micturition Visual disturbance/ diplopia Joint stiffness
Nocturia Speech disturbance Rashes
Hesitancy/ dribbling Hearing disturbance Mobility
Polyuria Weakness Functional deficit
Vaginal discharge Paraesthesia
Intermenstrual bleeding Numbness
Menstrual cycle Cramps
Past Medical/Surgical History
Mnemonic – JAM THREADS
 J - jaundice
 A - anaemia & other haematological conditions
 M - myocardial infarction
 T - tuberculosis
 H - hypertension & heart disease
 R - rheumatic fever
 E - epilepsy
 A - asthma & COPD
 D - diabetes
 S - stroke
Drug History/Allergies
Names and doses of all drugs

Compliance
Allergies – nature of allergy very important
Family History
First degree relatives

Any significant medical problems
If deceased – Age at which deceased and cause of death
Social History
Smoking:
 Current/ Ex-smoker
 Pack years – Age started smoking, number of cigarettes per day
Alcohol:
 CAGE questionnaire
 Quantify number of units per day/week
 Any episodes of alcohol withdrawal
Home circumstances:
 Independent/ dependent for activities of daily living – washing/ eating/ shopping/
cleaning
 Stairs/ toilet on ground floor/ bedroom on ground floor
 Mobility – with/ without aids
 Carers
 Social support – who do they live with? Family close by?
Examination
See separate sheet
Tests
Document systematically
 Bedside investigations i.e urine dipstick/ ECG/ BM

 Blood test results
 Radiology
Impression
What is your overall impression and list your differential diagnoses?
Plan
Further investigations:
 Bedside tests
 Blood tests
 Radiology
 Specialist investigations
Management:
 A clear plan of management for the next 24 hours including interventions (ie
antibiotics, fluids)
 You should also outline a longer term management plan (i.e. further investigations
that may be required)
 Clear parameters for aims of treatment – BP/PR/RR.
 Clear indications of when the nursing staff should contact doctors
 A clear plan for what to do in the event of deterioration
 Document any discussions about management with senior colleagues and
colleagues from other specialities
 Document discussions with the patient and their relatives about the patients
management
To complete your documentation:
 Sign and date your history at the bottom and clearly (and legibly) document your
grade and your name

History Taking Template

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What are the components of a medical history that should be documented?

What systems should be assessed during a history of presenting complaint?

History Taking Template

Wash your hands

History of Presenting Complaint:

Mnemonic - SOCRATES for pain

 Site - Where is the pain?

CARDIOVASCULAR RESPIRATORY GASTROINTESTINAL

Past Medical/Surgical History

Mnemonic – JAM THREADS

Names and doses of all drugs

First degree relatives

See separate sheet

 Bedside investigations i.e urine dipstick/ ECG/ BM

What is your overall impression and list your differential diagnoses?

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