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Obtaining a history and observing the patient are the first steps in a comprehensive mental status examination (MSX). Obtaining a history involves a skilled interview, a targeted cognitive history, and an evaluation of the patient’s personal background. Except for telephone encounters, the examiner should be able to make important observations of the patient’s behavior while conducting the interview and history taking. In addition to an excellent history, a skilled examiner can make an effective visual assessment of the patient either in-person or by videoconferencing.
The opening and introduction must focus on putting the patient at ease and establishing rapport. The examiner is establishing a relationship. To this end he or she first addresses the patient, introducing him- or herself while looking and speaking directly to the patient. Although initial small talk can help put some patients at ease, it should be minimal, and the examiner should not talk about him- or herself. The introduction requires some preparation, not only in knowing the patient’s medical information but also how to pronounce the patient’s name and what the expectations might be. The examiner must briefly explain the purpose and nature of the examination, his or her role, and the goals of interview. Other aspects of the opening and introduction include attending to one’s own attitude and body language (i.e., conveying an empathic attitude), the environment (i.e., if in-person, sitting at the same level and about 2 feet from the patient), and the patient’s verbal and nonverbal cues (i.e., cooperative or hostile toward the interview) ( Box 6.1 ). Rapport is most facilitated if the examiner searches for the patient’s underlying emotions and areas of concern and adjusts his or her demeanor accordingly.
Preparation (know medical record, pronunciation of patient’s name)
Establishing rapport
Introducing oneself directly to patient
Interviewing patient alone if possible or appropriate
Attending to interview environment and where you are in relation to patient or videocameras
Explaining goals and your role
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