History and examination


Learning objectives

By the end of this chapter the reader should:

  • Understand the importance of history and examination in securing a diagnosis

  • Know where and how history has its limitations

  • Understand how the history usually gives important clues to diagnosis

  • Know how elements of the history may be used to more effectively target your physical examination

  • Understand the value of the clinical examination and the science that underpins some common physical signs

Introduction

The aim of this book as a whole is to provide an understanding of the science that underpins our practice. However, this needs to be set in context. If we were to limit our practice of medicine to what is known and understood, we would soon find it impossible to practise. Therefore, at the outset it is important to set this knowledge within a common framework. Each section of this chapter will start with discussing some of the ‘art’ of what is done: in history-taking and then examination. This, often considered ‘good practice’ or ‘common sense’, is central to best practice. It is reflected in guidelines. It is reflected in the day-to-day practice of paediatrics. It is even reflected within the RCPCH written examinations!

Nonetheless, there is also a huge amount of science that can be applied to history-taking and examination. Some of this will be discussed in the relevant system chapters that follow, but where more general points need to be made they will be discussed here.

The relative value of history, examination and investigation in reaching a diagnosis in children has been examined. asked clinicians to propose a diagnosis for children referred to a paediatric outpatient clinic following the history, examination and after any investigations, if any were performed. The initial diagnoses were then compared to the final diagnosis. Following the history alone, three-quarters of children were given a diagnosis consistent with the final diagnosis. Following examination, the correct diagnosis had been established in more than nine out of ten children. Investigations were requested in fewer than half the consultations, and in more than three-quarters of them the diagnosis remained unchanged. These findings underline the importance of history and examination in paediatric diagnosis and the relatively small contribution of investigations.

The value of history in specific paediatric conditions has also been addressed and is variable. The Dutch study of epilepsy in childhood conducted between 1988 and 1992 included 466 children with epilepsy. The final diagnosis was agreed by three independent paediatric neurologists. History alone was a specific (specificity 89%) but insensitive tool (sensitivity 29%) in establishing the eventual diagnosis.

The art of a good consultation: communication, communication, communication

Training in communication skills increases the diagnostic yield of the consultation. Most importantly, the consultation itself fulfils a therapeutic need for many families. Parents are most satisfied when they are allowed to express their concerns and expectations early in consultations. Happier and better informed families have better health outcomes with fewer returns to hospital, shorter hospital stays and improved measures of disease control.

Qualitative studies, such as the Children's Voices project have identified that children as young as six years want more involvement in discussions about their illness and an opportunity to have a say about their treatment.

There are three elements of physician–parent–child communication:

  • Informativeness

  • Interpersonal sensitivity

  • Partnership building

During the medical interview, two central issues must be addressed. Patients and parents should have cognitive (need to know and understand) and affective (serving the emotional need to feel known and understood) needs addressed.

Communication skills

These include:

  • Introduce yourself to the patient and family

  • Clarify understanding

  • Establish a rapport

  • Show empathy and respect

  • Beware of verbal and non-verbal cues

  • Speak clearly in plain language

  • Discussion about diagnosis often leads to more information sharing

Something is better than anything

Simple, small alterations to consultation style can have dramatic effects on the value of the consultation. It is widely known that inviting questions at the end of a consultation is helpful. However, there is a significant decrease (78%) in the proportion of patients reporting unmet concerns at the end of the consultation (odds ratio 0.154, p = 0.001) if general practitioners use the phrase ‘Is there something else you want to address in the visit today?’ rather than the more commonly used ‘Is there anything else you want to address in the visit today?’.

History-taking in children and young people

‘Listen to the patient, he is telling you the diagnosis’ Sir William Osler, 1898

The type of history required depends very much upon context. Paediatricians are expected to work in a number of particular environments and the depth and detail required to be successful in a particular setting is a peculiar stress upon doctors new to that environment.

In general, undergraduate teaching stresses the importance of a broad and detailed approach and newly qualified doctors are then understandably confused when they are expected to ‘cut corners’ in clinical settings. Understanding the context in which you are working and the resources available (in terms of time) are important first steps in being successful. In general, the more acute the illness and the better defined the problem, the less time it should take to conduct a history ( Table 3.1 ).

Table 3.1
Settings for history taking
Emergency Acute Chronic Life-long
Settings Emergency department General paediatric Outpatients Community
Examples Sprained wrist Bronchiolitis Recurrent wheeze Global delay
Time and detail of history Least (<5 minutes) Moderate (5–10 minutes) Thorough Complete

Sometimes, in very acute settings, little or no history is possible before treatment must begin. This abbreviated approach may also be necessary when time is very short. In general, it takes most skill to adopt the approach of a ‘logical strategist’. In this situation, the presenting complaint will define a differential diagnosis that can direct the rest of the history down a narrower path. Subsequent clinical examination and investigation is likewise more focused and this leads to a reduction in the number of unnecessary pro­cedures for the child and reduces the cost of investigations.

There is a good science base that underpins best practice when it comes to history-taking. Interviewing style determines the quantity and quality of information gleaned in a consultation. Whilst we all accept that the consultation should be a two-way process, studies of clinical practice reveal that it is often dominated by the physician. A US study of general practitioners and internal medicine physicians found that patients spoke, uninterrupted, only for an average of 12 seconds after the doctor entered the room. A quarter of the time, doctors interrupted patients before they finished speaking. The time with patients averaged 11 minutes, with the patient speaking for only about 4 minutes.

Nonetheless, providing information about the eventual diagnosis, its aetiology, prognosis, and prevention is significantly associated with an increase in the amount of information gained overall. Judicious and careful discussion about a proposed diagnosis clearly acts as a useful prompt in clinical practice.

Question 3.1

Interviewing technique

A 17-year-old boy with recurrent headaches attends your clinic. Which interviewer factor has been shown to be MOST important in ensuring that the maximum amount of relevant information is elicited during consultation? Select ONE answer:

  • A.

    Clinical expertise

  • B.

    Gender

  • C.

    Higher ratio of time spent listening : talking

  • D.

    Seniority

  • E.

    Use of opportunity to provide information for patient

Answer 3.1

E. Use of opportunity to provide information for patient.

All of the factors listed will have an effect on the consultation. However, the evidence is that patient education is the most strongly associated with improving the quality and quantity of information gathered during consultations. In adult patients, an open questioning style, in general, leads to a higher proportion of important information being disclosed. Both open and closed questions lead to an increase in the information gained and a focused, narrow history is sometimes more appropriate in the paediatric setting. Physician seniority is only very weakly correlated with the acquisition of relevant medical facts.

Question 3.2

A child with diarrhoea

A 4-year-old child with diarrhoea has been referred to the paediatric outpatient clinic by their GP. From the following list, which is MOST likely to lead to a diagnosis. Select ONE answer only:

  • A.

    Coeliac screen

  • B.

    Examination

  • C.

    Growth chart

  • D.

    History

  • E.

    Urine analysis

Answer 3.2

D. History.

There is very little clinical detail, so one can only apply what is known about a general population of children. We know from that following the history alone, 76% of children were given a diagnosis consistent with the final diagnosis. Following examination, the correct diagnosis had been established in 91% of children. Investigations were requested in 38% of consultations, but in 79% of cases the diagnosis remained unchanged.

The anatomy of a paediatric history

Whilst it is not essential to stick to a strict order during any given consultation, most paediatricians follow a fairly consistent pattern. This enables information about a history to be shared in an efficient manner as listeners expect a logical ordering of historical details. To the authors' knowledge, there is little or no evidence-base to support this approach and this distinctly remains part of the art of medicine. Nonetheless, it is helpful to break the consultation down into stages:

The introduction

There will be a variable amount of information available prior to seeing each patient. There may be a detailed previous history from a colleague and whenever possible it should be read before seeing the family. Depending upon the age of the child, it is usually helpful to establish how the child likes to be addressed and who any accompanying adults are. For older children and young people, it may be appropriate to conduct the consultation without a parent present.

There are no ‘hard and fast’ rules about when a young person becomes an adult in terms of responsibility for their health. However, there are some useful data from research. In general, the proportion of responsibility for healthcare issues increases as the child gets older. By 13 years of age, the responsibility for taking treatment and disease management in asthma is shared equally ( Fig. 3.1 ). This provides a useful rule of thumb for how to share the consultation in clinical settings. In early childhood, it is necessary to use the parents for much of the consultation, but as the child gets older and increases in confidence, they can come to share and then own the consultation.

Fig. 3.1, Change in responsibility for management of chronic illness with age.

The presenting problem

Often this information is available, either as part of the triage information or as a referral letter. However, it is vital to ensure that all parties are in agreement about what the problems actually are. Once all the problems have been identified, it should be possible to start formulating a differential diagnosis and to hone down on the important details of the history.

General enquiry and systems review

These are highly age-dependent questions and should be driven whenever possible by a differential diagnosis. It is only possible to determine a sensitivity and specificity for these questions when they are placed in context and asked at the appropriate time.

For instance, nearly all vomiting is described as ‘projectile’ by parents. However, this is only a really useful historical clue when the diagnosis of pyloric stenosis is being sought. A 15-month-old child with projectile vomiting does not have pyloric stenosis so eliciting this history and the distance travelled by vomitus from the child is not helpful outside of this context.

Other symptoms and signs are widely misreported either by parents or healthcare professionals. Whilst there are many possible examples, two of the best described in paediatric practice relate to the lack of specificity seen in the usage of highly informative medical terms. The first is the use of the word ‘wheeze’ by parents. In a landmark study published in 2000, exactly what parents meant by the term ‘wheeze’ was unpicked in detail. They found that parents used the term differently from doctors and frequently used it to describe difficulty breathing. When children were directly observed, parents and doctors agreed less than half the time about the presence of wheeze. This study has highlighted the dangers of assuming that families are using specific medical terminology correctly.

However, this phenomenon is not restricted to parents. For example, parents, GPs, SCBU nurses and postnatal midwives were asked to choose the colour of bile from the colour chart shown ( Fig. 3.2 , Table 3.2 ). The majority of parents and almost half of the GPs chose a yellow colour (shades 1–4). A quarter of the SCBU nurses and almost a third of the postnatal midwives also selected a yellow colour, whereas the correct answer was a green colour (any shade 5–8).

Fig. 3.2, Colour chosen as best match for bile in a baby's vomit.

Table 3.2
Colour chosen as best match for bile
Group Green (%) Yellow (%)
Parents 12 (29) 29 (71)
General practitioners 24 (51) 23 (49)
Special Care Baby Unit nurses 22 (76) 7 (24)
Postnatal midwives 33 (69) 15 (31)

Past medical history

The past medical history is an important diagnostic clue. However, the relevance of early details, such as birth history, may become less relevant with time. Nonetheless, it is nearly always important to ask about major events such as birth details, immunizations and past illnesses or hospital admissions. The drug and allergy history often acts as a prompt for ‘forgotten’ details of previous illnesses. List the child's current medications accurately, including dosage and frequency, and (if possible) when they were commenced.

This is also a useful point at which to ask about developmental status. This is covered in more detail in Chapters 4 and 5 . Parents may have brought along the parent-held child record to the interview. This contains details and plots of previous weights and lengths/heights that will allow assessment of the child's physical growth and details of the immunization status. For older children and teenagers, it is important to ask about the onset of puberty (see also Chapter 12, Growth and puberty ).

Previous medical history is not always a reliable guide. Whilst previous behaviour is widely purported to be a reasonable guide to future behaviour, this does not always stand up to scrutiny. For instance, in examining paediatric asthma deaths in the eastern region of the UK between 2001 and 2006, only 1 out of 20 children who died had previously been admitted to the paediatric intensive care unit and 40% had never been admitted to hospital previously.

Family and social history

Families will share genetic factors, environmental factors and inevitably many infections. It is therefore vital to take a family history and have an appreciation of some of the recurrence risks of commoner diseases like asthma, diabetes and coeliac disease.

It is usually helpful to record family structure and draw a genetic family tree, including parents, siblings and sometimes grandparents. It is vital to sensitively elicit whether parents are related as this will increase the risk of certain conditions (for more details and some examples of pedigrees, see Chapter 9, Genetics ).

Ask about who makes up the household. Details about the size and type of accommodation may be helpful. Occupation of the parents and whether they smoke are covered in this section. Major or psychiatric illness affecting parents can be clarified at this stage. It is worth asking whether there are any financial problems and what benefits the family are currently receiving. It may be relevant to know if the family has any pets. Further details about the child's school, school work and school friends, as well as any problems at school such as bullying or teasing, can also be checked out at this stage.

Examining children

With increasing experience, the correct diagnosis is reached more swiftly by ensuring that both history and examination are goal-orientated and focused. This is particularly helpful with infants and young children, who often have limited patience for doctors, and with adolescents with limited enthusiasm for the entire process.

With adult patients, the length of time a consultation takes is not associated with patient satisfaction. However, patients who are more satisfied think that the consultation has lasted longer. The aim should be to use one's experience to become as efficient as possible in using the time available. Patients, and in particular parents, are often highly dissatisfied if an opinion is reached without an examination of the child. In a Dutch study published in 2003, all but 3 of 146 parents presenting with a febrile child expected the doctor to perform a physical examination. Even when examination is likely to add little to the consultation, it remains part of the art of medicine. When examining children, there is science that underpins both normal and abnormal physical signs. An accurate appreciation of the range of normal is also required.

‘The first step forward is a step backwards’

It is advisable not to rush into the physical examination of children. Taking a breath, and a step backwards can help remind oneself that a significant amount of information is gained simply by careful observation. Although having a clear technique is useful so that no part of the examination is inadvertently omitted, the order in which it is performed needs to be flexible. Many of the important examination findings can be determined from careful observation whilst the child is playing or sat on the parent's lap whilst one is taking the history. However, with suitable distraction techniques and rapid use of brief opportunities, it is almost always possible to examine infants and young children even if the situation is not ideal.

Based on the history, the relevant aspects of the examination can be targeted and performed rapidly rather than trying to do a complete and thorough physical examination, which will often be thwarted by young children. There are some elements of the clinical examination that are known to be more and others less reliable, e.g. in determining whether a child has congenital heart disease, it has been shown that even amongst experienced examiners, most agree on the presence or absence of digital clubbing but other signs are less reliably determined.

For many observable characteristics, there is a range of normality which exists. This includes simple physiological variables like heart rate and respiratory rate (see below) and more complex characteristics including development. A detailed description of the techniques used to assess development is included in Chapters 4 and 5 and will not be discussed further here.

Rather than discouraging us from undertaking clinical examination, we need to acknowledge its limitations, even in experienced hands. Where technology can assist, especially if non-invasive such as oxygen saturation measurements or ultrasound, we should embrace its use but need to understand the underlying physiology and its limitations. Oxygen saturation monitoring is a particularly good example of how technology can enhance the sensitivity of the clinical exam. By combining pulse oximetry with clinical examination, the sensitivity of screening for congenital heart disease in newborns has been shown to increase from 31% for oximetry alone and 46% for clinical examination alone to 77% using both.

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