Presentation Skills and Pocket Cheat Sheet - Appendix 4
How to Present a Patient to your Attending Physician or Team Members
Appendix #4:
New Patient H&P or Hospital Admit or New Consult
- Pt identification/intro: “Pt is a 62 y/o white male alcoholic who presents with acute abdominal pain.
- CC + HPI: OLD CARPS. Onset, location, duration, character, aggravating, relieving, temporal (pert pos/neg), severity
- “T” in carts is amplified for pertinent positives and negatives from the hx + medical records review + ROS
- MASH: Medications, Allergies, Surgeries, Hospital Admissions/Major Medical Diagnoses
- FISH; Family Hx. Immunizations and Preventative (Females ask LMP/contraception/GPAL; children ask development).
- Social (HEEADSSS as approp). Habits (Drugs/Tob/ETOH).
- ROS, as pertinent (some were asked in #3 above). There are a maximum of 14 systems
- Vital Signs, followed by Physical Exam
- LABS. Imaging Studies. Consultation opinions/procedures
- Assessments, by number (= problems + DDx + supportive logic). Keep them numbered the same every day.
- Plan. Each individual assessment gets an individual plan.
Daily Hospital Rounds
- Pt ID/intro: “Pt is a 62 y/o white male with the following problem list: (example: pancreatitis, acute alcohol withdrawal syndrome, HTN, guaiac + stool, Leukocytosis, elevated transaminases, elevated lipase.
- Brief summation of prior days, with current hx of the past 24 hours.
- Pertinent positives and negatives of the hx, but only if pertinent (Able to pass gas, No chills or SOB)
- ROS only as pertinent (generally done with pert+ and Pert-)
- Vital Signs, followed by Physical Exam
- New Labs, imaging, and consultation opinions/procedures, contrasting values with old data
- Assessment (=problems list + DDx + supportive logic)
- Plan. You will list your plan after each individual assessment.
Clinic Visit of an existing patient
- Pt ID and chief complaint (CC)
- OLD CARPS
- Pertinent pos and neg (the “P” = “T” in OLD CARTS), which = pertinent ROS!
- MASH only if it adds to the presentation
- FISH only if it adds to the presentation
- VS, Physical Exam, directed to the complaint and appropriate regions
- Assessment of the CC, with DDx and supportive logic. Add other A’s only if pertinent or active
- Plan for the CC. Add other P’s for other pertinent A’s.
These 3 styles of presentation depend upon the situation: new patient, existing hospital patient on daily rounds, or an outpatient follow-up visit. These are summarized in chart form below. At the very bottom is a summarized summary, suitable for laminating, folding, and putting into your pocket. You will find it makes you look like an honors student on rounds.
Element of Presentation |
New Patient H&P BRIEF EXAMPLE |
Hosp Round, not new |
Clinic, not new |
Pt Ident |
62 y/o cauc male |
Same |
Same |
Chief Complaint & HPI (OLD CARPS), P =pert+ and pert- |
Abd pain x 1 week, worse c… |
Problem List + CC + Interval Hx |
CC + HPI (OLDCARPS). Problem List if pertinent |
Don’t forget: Pert+, Pert- from HPI and old medical records |
Hematemesis, wt loss, nausea |
Only if pertinent |
Only if pertinent |
MASH: Meds, Allergy, Surg, Hospital admissions & major medical problems |
ASA 81mg, old appy, pancreatitis x 3 |
Only Meds |
Only as Pertinent |
F: Fam Hx I: +/- Gyn, GPAL, LMP, Iz, BC/Estrg, +/- peds Birth, Devel, Iz’s, Mammo/Colon S: +/- psych (HEADSS) H: drugs/cigs/ETOH |
Parents a/well. No job x 3 yrs, Recent MVA. 6 beers /day, no drugs, +2ppd x 30yrs. |
Only as pertinent |
Only as pertinent |
ROS: 12 systems |
+migraine, COPD, HTN, 25 lb wt loss, tingling toes. No melena |
Only as pertinent |
Only as pertinent |
VS + PE |
T=37, 120/80, 80, 14. Alert, oriented, … |
Same |
Same |
Labs + Imaging + Consults |
Hg10, was 12. Lipase = 1100. Abd u/s = +ascites, nl liver |
New labs, imaging studies, and consults, compare as pertinent |
New labs, imaging studies, and consults, compare as pertinent |
Assess (problem list) |
Pancreatits, UGI bleed, anemia, ascites, alcoholism at risk for withdrawal sx |
Same |
Same |
Plan |
Serial lipase, Ca++, Hg, CMP. Thiamine (banana bag) IV. Ativan PO q6, GI consult for EGD, I/O’s, NPO, IV NS @ 150/hr x XX hours |
Same |
Same |
Hospital H & P | Hospital Rounds | Clinic Rounds |
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