HISTORY TAKING
Chapter Contents
- Organization of a history
- History procedure
- General information
- Chief complaint
- History of present illness
- Past health, medications, and allergies
- Family history
- Tips in history taking
- Scribes
- Summary
Overview
- A history in medical terms is the narrative of a patient's medical disorder.
- The goal is to reconstruct the progression of the disease through patient symptoms.
- Physicians ask targeted, sequenced questions to elicit this history, forming a comprehensive medical narrative.
- Two types of patients in an ophthalmologic context:
- Those needing routine eye exams with refraction.
- Those presenting symptoms indicating ocular disorders.
- Differentiating between these two types can be challenging based solely on history.
- Language barriers may impede understanding; assistance from translators or family members may be needed.
ORGANIZATION OF A HISTORY
- Essential components of an ophthalmic history:
- Chief Complaint
- History of Present Illness
- History of Past Health
- Significant Medical Illnesses
- Previous Eye Disorders
- Previous Surgeries (both ophthalmic and general)
- Medications used and duration
- Allergies (including inhalants, contactants, ingestants, and medications)
- Family History of ocular disorders (myopia, strabismus, glaucoma, blindness)
- Occupation (work type and potential industrial hazards)
- Distinguishing ocular complaints from general health issues is crucial, as they may be interconnected.
- Certain medications can indirectly cause ocular symptoms; questioning about all current medications is essential (e.g., propantheline bromide affecting near vision).
HISTORY PROCEDURE
- The ophthalmic assistant must ensure precise and relevant inquiries to document the patient's medical history accurately.
- Patients often do not recognize what information is pertinent, necessitating guided questioning.
- It's essential for assistants to maintain patient confidentiality and trust during this process.
- Questions should not be avoided due to perceived sensitivity; meeting patient comfort with professionalism often yields complete information.
- Maintain consistency in questioning for every patient, ensuring a systematic approach for efficiency in data collection.
GENERAL INFORMATION
- Starting information in a patient's chart includes:
- Patient's Name
- Address
- Date of Birth
- Telephone Numbers
- Source of Referral
- Referral communications to the patient's family physician may be necessary when conducting eye exams that reveal systemic conditions.
- Insurance details should also be documented for billing, as variances in wording can affect reimbursements.
CHIEF COMPLAINT
- The chief complaint is a concise statement indicating the primary reason for the patient's visit.
- The leading question to ask could be: "How do your eyes trouble you?"
- Follow up on details including onset, progression, actions taken, and any interventions attempted by the patient prior to the visit
- The assistant should discern which symptom is most pressing if the patient presents multiple complaints.
Examples of Chief Complaints:
- Difficulty with Fine Print:
- Subjective report of reading difficulty; inquire about duration and circumstances.
- Loss of Vision:
- Often patients describe this as blurred vision linked to functional impairment rather than outright loss.
HISTORY OF PRESENT ILLNESS
- After the chief complaint, inquire deeper into the main symptoms:
- When did the issue start? Under what circumstances?
- What actions were taken following symptom onset? (consultation with professionals, medications taken).
- Changes in symptom severity; what alleviates or exacerbates the issue?
- Document specifics about the patient's eyesight, including timeframe, impact on ability to perform routine tasks (driving, reading).
Common Symptoms and Corresponding Possible Diagnoses:
- Blurred Vision in the Elderly:
- May indicate cataracts or degenerative changes (e.g., macular degeneration).
- Night Blindness:
- Could suggest retinitis pigmentosa or vitamin A deficiency.
- Transient Gray-Outs:
- May signal serious conditions like papilledema or retinal detachment.
- Headaches:
- Often outside the realm of ocular causes, yet important to assess their character and potential systemic link.
PAST HEALTH, MEDICATIONS, AND ALLERGIES
- Review past medical histories for systemic diseases like diabetes, hypertension, and cardiac issues, which may affect ocular health.
- Patients' understanding of their medications can be vague, necessitating a careful compilation of their current drug regimen, including dosages and purpose.
Types of Allergens to Investigate:
- Drug allergies
- Inhalants
- Contactants
- Ingestants
- Injectants
FAMILY HISTORY
- Inquiry into familial ocular conditions such as myopia, strabismus, and glaucoma should be conducted.
- A thorough family history heightens awareness of potential hereditary ocular issues, even if a negative history is reported.
TIPS IN HISTORY TAKING
- Identify the chief reason for the visit.
- Explore any secondary eye-related issues.
- Clarify the patient's current health and medications.
- Document any previous ocular history or interventions.
- Inquire further about spectacles or contacts worn.
- Document detailed specifics for any identified ocular issues.
- Record past treatments and effectiveness.
SCRIBES
- A new role: scribes assist ophthalmic physicians during examinations, documenting patient history and examination findings.
- Responsibilities include accurate data logging in medical records, interacting with patients for clarification, and ensuring comprehensive and organized record-keeping.
- Scribes must maintain professionalism, privacy, and confidentiality in accordance with HIPAA regulations.
- A new certification for ophthalmic scribes was introduced by JCAHPO to validate their training and expertise.
SUMMARY
- The role of the ophthalmic assistant is pivotal in obtaining patient history, with varying degrees of detail required based on physician preferences.
- Distilling detailed histories into succinct notes is vital for succinct examinations.
- Gathering an accurate, organized account fosters better patient care and improves outcomes for subsequent examinations leading to a comprehensive diagnosis.
Questions for Review
- Outline questions for sudden vision loss.
- Identify factors indicating serious eye muscle paralysis.
- List elements enhancing the ophthalmic assistant's professionalism.
- Elements necessary for a proper insurance claim.
- Outline questions for floating objects in vision.
- Define asthenopia.
- Systemic illnesses affecting ocular health.
- Sequence for comprehensive history collection.
- Impact of common systemic illnesses on vision.
- Medications with ocular effects.
- Color coding of specific eye medications.
- Essential components of a problem-oriented case history.