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:
    1. When did the issue start? Under what circumstances?
    2. What actions were taken following symptom onset? (consultation with professionals, medications taken).
    3. 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:
  1. Drug allergies
  2. Inhalants
  3. Contactants
  4. Ingestants
  5. 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

  1. Identify the chief reason for the visit.
  2. Explore any secondary eye-related issues.
  3. Clarify the patient's current health and medications.
  4. Document any previous ocular history or interventions.
  5. Inquire further about spectacles or contacts worn.
  6. Document detailed specifics for any identified ocular issues.
  7. 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

  1. Outline questions for sudden vision loss.
  2. Identify factors indicating serious eye muscle paralysis.
  3. List elements enhancing the ophthalmic assistant's professionalism.
  4. Elements necessary for a proper insurance claim.
  5. Outline questions for floating objects in vision.
  6. Define asthenopia.
  7. Systemic illnesses affecting ocular health.
  8. Sequence for comprehensive history collection.
  9. Impact of common systemic illnesses on vision.
  10. Medications with ocular effects.
  11. Color coding of specific eye medications.
  12. Essential components of a problem-oriented case history.