The Art of History Taking Kashinath Padhiary
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General ConsiderationsCHAPTER 1

2
 
THE CLINICAL DIAGNOSIS
It is an age old saying that diagnosis should precede treatment. To decide that somebody is suffering from a disease or not, it needs evaluations of all aspects of diagnostic principles. These principles are (i) history taking, (ii) general physical examination (iii) systemic examination (iv) investigations.
Each step has got significance. In some cases history alone may be enough, in some cases systemic examination may yield the maximum information and in the other cases it may be required to ask for a series of investigations. As one proceeds from history onwards, one should assess how nearer he has come to the diagnosis at the end of every step. In fact one can narrow down the differential diagnosis from the chief complaints alone. For example, if the first complaint is fever so many probabilities are there. But, if it is associated with cough with expectoration (second complaint) the probability is infection in the lower respiratory tract. If the fever is of short duration it could be pneumonia, if the fever is of long duration it could be tuberculosis. So every case should be assessed after history taking, after general physical examination and systemic examination. By proceeding in this way one can narrow down the differential diagnosis to a great extent. This will help to plan the investigations properly and logically. This will also improve one's clinical skill. Proper planning of investigations is very much required as some of the investigations are costly and some are risky. The mentioned order has also to be maintained. One should not first examine the case without taking a thorough history. 3Similarly, if you are dealing with a case which has already been treated/evaluated by some other doctor you are likely to be carried away by his opinion or by his investigations. In such cases also one should go step by step in stead of skipping any step. It is required to be remembered that the value of clinical evaluation of cases has not declined over the years even if so many investigative facilities have come up. The merits of clinical evaluation are:
  • Clinical diagnosis has been found to be the most cost effective step in reaching at the diagnosis.
  • It can be utilized anywhere: on the road, in the village, in the train or in the hospital.
  • It can be utilized several times on the same patient without increasing the cost of treatment. Clinical examination does not need maintenance cost, rather as one utilizes more and more his efficiency increases.
  • It does not need a power supply or a sophisticated laboratory; so can be utilized during the time of natural disaster.
  • If one has understood the illness of the patient clearly he can challenge certain reports which may prove to be wrong. At least he can interpret the reports better. If he has not understood the case clinically he is likely to be misguided by an accidentally detected abnormality in the investigation.
For all these reasons no doctor should leave any scope to improve his clinical skill.
On the other hand, investigations are not always productive. At times unreliable, at times ambiguous, at times the patient may not be able to afford for costly tests. As there are very few standardized laboratories in a country like 4India, depending too much on the investigations might prove harmful for the patient at times. In fact it has been advised that “no doctor should request any special investigation unless he knows what information relevant to the problem, it is likely to provide, and has some idea of its cost and of its possible danger to the patient”. (HUTCHISON 18th Edition, Page: 4)
 
Importance of History Taking
With the advancement of knowledge diagnosis of human disease has become easier and more precise due to availability of several investigative facilities like X-ray, ultrasound, echocardiography, CT scan, MRI scan and others. However, the value of clinical diagnosis has not decreased. All the investigations are only supplementary to the clinical diagnosis. History contributes the major part to the clinical diagnosis.
In the history taking we not only collect data about the physical illness but also evaluate the feelings of a person. How much impact the disease has put on the mind of the person is known from history and this is required to give total care to the patient. There is no machine to measure or assess the feeling of a man. The patient might be suffering from a fatal ailment, yet he might be happy; may be due to ignorance. Similarly. patient might be too much worried even if his illness is too trivial (out of fear). At times, it becomes difficult for a person to express his feelings in words and expresses in gestures. These gestures often give important clues to diagnosis.5
The physical examination and the investigations reveal the changes present at the time of examination, does not tell anything about the temporal profile of the illness. But, it is the temporal profile of the illness which is most often required to clinch the diagnosis. This is only brought out by a thorough history taking. Even a probable diagnosis can be known about an illness which occurred years back by detail analysis of symptoms. This importance of history in clinical diagnosis must have been realized by all physicians in their life time. However, I want to quote one statement from a leading book on clinical method, Hutchison's clinical method, 20th Edition.
Remember that the examination can only reveal abnormalities present at the time of the examination. The history, on the other hand can reveal aspects of the temporal development of the illness. The history and examinations are thus complementary, but often the history is more important.
History taking is important in cases of all systems. In a neurological case one should be able to give three fourth of the diagnosis at the end of the history taking. If this has not been achieved history taking is told be inadequate. (Bickerstaff:6th Edition, 1996;page-8). The same author has also stated. ‘No one can expect to go through his career and to be right all the time, but most error arise from inadequate taking of history and inadequate physical examination—particularly the inadequate history.’
It is equally important in a respiratory case also. I have felt that history gives more information in a respiratory case than in a neurological case. Physical findings are often confusing and unreliable. In relation to history in respiratory 6case, Hutchison states—As with every aspect of diagnosis in medicine the key to success is a clear and carefully recorded history(20th Edition,1995; Page-141). Another leading author on respiratory diseases, GK Crofton states ‘In many instances careful history taking is more important than elicitation of elegant, but possibly misleading physical signs’(The respiratory system, Macleod's clinical examination, 9th Edition, 1995; page-136). The clinical history and examination are fundamental to assessment of respiratory health even in the epoch of computer assisted tomography and broncho alveolar lavage. In deed too great an emphasis on the technology of medicine may lead to atrophy of clinical study and thus a loss of judgment in the assessment of an individual's health (The clinical manifestations of respiratory diseases, Crofton and Douglas's Respiratory Diseases; A Seaton, D Seaton, AG Leitech: 4th Edition,1989; Page-104).
In diseases of the gastrointestinal system too history is equally important. Little information will be obtained by examination of these patients. Pain is a common symptom of intra-abdominal diseases. In patient with abdominal pain, detail interrogation and clinical judgment is essential before investigations are performed. If this is neglected unnecessary tests may result in the discovery of asymptomatic abnormalities such as hiatus hernia or gallstones, leading to inappropriate management and even unnecessary surgery. (The alimentary and genetourinary systems, MJ Ford, DW Haner Hodges; Macleod's clinical Examination (9th Edition) 1995; Page-162).
From these quotes from different renowned authors and from the experiences of my colleagues and from my own, 7I can conclude that in every case history taking is of utmost importance to reach at a diagnosis and for proper planning of investigation and treatment. I shall discuss later in respective system how history taking is important.
 
History Taking—an Art
History taking is basically a process of understanding the feelings of an individual. These feelings are nothing but the symptoms of different diseases. Feelings can not be quantitated, can not be always expressed in scientific terms, nor can be satisfactorily expressed in words. Scientific understanding of a disease is nothing but understanding the bodily changes in terms of changes in anatomy and physiology. History taking not only tries to assess the bodily changes but also helps to know its affect on mind. So, while taking history, look how his body as well as mind has been affected. This can be done by looking for the nonverbal communications and the body language. In fact there may not be any physical ailment at all, yet the patient becomes symptomatic and the significance of these symptoms can be known from the body language. How to study the body language and the emotional aspect of an illness can not be taught theoretically, hence this has to be learnt by observing the patients under guidance; so this becomes an art. More one observes/practices more efficient he becomes.
To take a good history, one has to go down to the level of the thinking of the patient. It is required to understand clearly the terms and words a lay man uses. One has to know the exact nature of the work of the patient and how 8the illness affects his day to day work. Understanding the language of the patient is mandatory for correct assessment of the history. This is particularly true for a country like India, where people use several languages. Even in the same language there are several colloquial words and terms which are also to be clearly understood. Whenever required the help of a good interpreter should be taken.
Because history taking is basically a mode of conversation, so the doctor should encourage the patient to speak freely without any reservation. An environment for free talk should be created. You have to ensure him that you also feel for his illness and you are there to help him. Remember that while you are taking history the patient also marks how attentively you are listening to him. If you show dissatisfaction or displeasure, he does not feel like talking and might give a confusing history. Similarly, if your attention is diverted frequently to other things while listening to the patient's complaints, he feels that you are neither interested nor attentive to his problem. For this type of attitude, patients lose faith in the doctor even if he has diagnosed and treated correctly. I shall give an example—“A father took his young son to a renowned physician. The consultant wrote the age of the child to be one and half years in stead of one and half months and accordingly prescribed the drugs. This was noticed by the father after coming out of the consultation chamber. He returned back and pointed it out to the doctor, but the doctor did not take it seriously. The father lost faith in the doctor and did not follow the prescription and went to another doctor. The father had also marked that while the doctor was taking 9history of his child he was often talking to others.” This speaks that patients do notice how attentive you are to them. So, during the time of consultation too many outsiders should not be allowed to be present. This will make the patient nervous; likely to divert the attention of the doctor and the patient will not feel free to speak. This is more so if the matter is related to sex and personal life.
Like any other art practice makes a man perfect, so also in the art of history taking one has to practice daily to improve. More one feels for the patient; more one gets involved with the patient and one can extract more information form the patient.
Often people do not know what to tell before a doctor and do not understand which part of the history is to be elaborated. This is either due to ignorance or due to nervousness. What ever may be the reason it is the duty of the doctor to collect a reliable history. To eradicate the initial anxiety and nervousness from the patient's mind try to greet the patient by name whenever possible, try to discuss topics unrelated to his ailment. One can comment on the dress, can ask about his children in case of elderly people, about his school and education in case of school going children. At times these discussions can reveal key points too. If the patient is giving unnecessary details of a minor point, in stead of getting irritated on him, listen to him patiently and simultaneously ask the details of those points which you feel to be important. Often patients try to speak medical terms without knowing their significance and meaning. They should be dissuaded from that. At times patients tell more about their treatment than about their illness. This 10should be discouraged also. Also there are patients who show several consultation papers without telling much about their illness. Tell them to show the papers at the end of the consultation, because these papers are likely to misguide the examiner. However these papers have their own importance which will be discussed later. I always recommend students to evaluate the cases independently and assess themselves after going through the papers of experienced consultants. This will help to develop their own thought process.
Never show dissatisfaction or displeasure in words or in action while listening to the patient. For example, if a patient passes urine or vomits before you, remain quite, ask the attendant to clean the patient and the room, ask the patient to relax on a bed for some time and then discuss or examine him later. Similarly, if there is a foul smelling ulcer or foul breath, do not sniff or spit before the patient. These cases are often discarded by the family members and friends; their only hope is the doctor. They feel that the doctor will be able to do something to get rid of his problem and he will be able to go back to his social life. In stead, if he feels that the doctor also dislikes him, he may not feel like living and might attempt suicide.
Grown up children will not like to undress before their parents, but will not hesitate to do so before the doctor. This speaks that the doctor is in an advantageous position; rather he is in a better position than other relatives of the patients including parents to know the facts about the patient. The facts which are not told to the relatives may be revealed to the doctor. However the doctor should not take its undue 11advantage. He has to maintain the privacy of every patient and the secrecy of facts revealed to him should be maintained. It is a common experience that often doctors become good friends of many patients, particularly elderly people. These people often express unnecessary details of their family matters. It is wiser to listen to them patiently.
 
Sequence of History Taking
Traditionally, the first thing to be collected is the bio-data. These include age, sex, religion, address, and occupation. Next the chief complaints, history of present illness, history of past illness, family history, personal history, menstrual and obstetrics history and treatment history are to be taken. However, this scheme need not be strictly followed while applying on an individual case. In fact some doctors recommend taking past history and family history earlier than the history of present illness. This helps to understand the person and his illness more completely and clearly. I personally agree with this recommendation. I am giving two examples here how this is helpful.
Suppose, a case of rheumatic heart disease complains of fever for fifteen days and also gives history of dental extraction twenty days back. Here fever is the present illness and tooth extraction comes under the past illness. If this case is presented in a sequence like—a case of known rheumatic heart disease (past history) had tooth extraction twenty days back and now having fever for fifteen days (present illness), it appears that this patient is suffering from infective endocarditis.12
Similarly, if a woman comes with unconsciousness and she is pregnant also, it is better to tell from the beginning that ‘a pregnant lady coming with loss of consciousness for so many days duration’. Here one need not wait for obstetric history to mention about her pregnancy. Presenting this way makes the clinical situation clearer.
It is not important in what order history is collected provided one does not miss any point and the examiner has been able to understand every aspect of the history. In fact in nervous patients it is wiser to discuss his personal life earlier than about his illness, so that the patient gains confidence and tells the history clearly. However, for beginners it is better to stick to the sequence, so that they will not miss any point. Similarly, in critically ill patients few points from history should be collected and no delay should be made to institute the first aid to save the life of the patient. Once the condition of the patient is stabilized details of the history can be collected. One should not waste time in getting unnecessary details of the history when the patient is in a gasping state. Here are the situations where treatment precedes the diagnosis, though in most other situations diagnosis should precede treatment. I have seen students taking history from the relatives while the patient is already dead.
 
The Leading Question
Ideally patients should be asked to narrate their story in their own words. We should avoid leading questions. A Leading question is that which suggests its answer, usually as yes or no. But many patients do not give a cohesive 13history. So, most of the doctors ask some direct questions to extract more information from the patient or to clarify some points. Often these questions are asked as leading questions. While interpreting the answers to these leading questions the physician has to be very careful. These answers should be cross verified, about their reliability. Often the patient replies in yes, to emphasize his complaints. He feels that possibly such things are required for clear understanding of his illness. He replies in no if he wants to hide some points. People commonly give negative reply in relation to extramarital sexual affairs and alcohol consumption. These actions are not acceptable well in Indian society. People often deny any personal problems in the family, because discussing personal familial problems outside is also not accepted well in our society. In fact some authors say that the best physician is he who can interpret the leading questions. I shall discuss a few points how to avoid leading questions and how to interpret leading questions.
  1. How to avoid: Let us discuss a few situations how to avoid leading questions.
    • Suppose you want to know about the appetite of a person. If you ask is your appetite good? It becomes a leading question; because the answer will be in the form of yes or no. To avoid such a question ask what he takes in breakfast, lunch and dinner. He should be able to tell. You can compare it with what he used to take previously. If his appetite is really decreased he would tell that he is not taking anything, he is only able take a little of the food served to him and leaving the meal half way.
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    • If you want to know about one's sleep in stead of asking how your sleep is, ask when he goes to sleep and when he gets up? From this one can assess whether he is getting enough sleep or not? If he is not getting enough sleep he would tell that he is spending the whole night without actual sleep or he gets up after a few hours of going to bed and there after he spends whole night without sleep.
    • Suppose you want to know whether he is having dyspnea or not. In stead of asking such direct question you can ask what physical work he does daily and how this is affected. If he says that he is not able to do it as he used to earlier because he feels breathless, possibly his complaint of dyspnoea is true. In this way very often it will be possible to avoid leading questions.
  2. How to interpret: If it is not possible to avoid leading question one should know how to interpret leading question. Let us discuss a few examples.
    • Suppose you want to know the effects of previous drugs prescribed by some other doctor, you should ask what were the complaints, what were their severity before taking those drugs and what is the state of these complaints now. This is a frequent observation that patients abuse their previous doctor. It is not uncommon to listen from them that all the complaints have worsened after taking the drugs prescribed by his previous doctor. Evenif they have really improved by the treatment of their previous doctor they blame him just to win the sympathy of the 15present doctor (indirect flattering). The other reason why they speak like that is, they expected complete and quick recovery that might not have happened.
    • If you want to know the regularity of consumption of the drugs (say antihypertensive or antidiabetic drugs) very likely you will ask—are you taking the drugs regularly? He will most probably tell yes. But one should not accept without further verifying. The way to verify is to ask, “Did you take the drugs yesterday? Did you take on the day before yesterday? Did you take it on last Sunday?” If the patient has not taken the drugs regularly he will admit on which days or for how long he has not taken the drugs? He will tell the truth because he will think that the doctor is possibly able to know that he is not taking the medicines regularly. In fact by asking in this manner it will be possible to know that he is completely irregular in consumption of the drugs.
    • The points discussed under verification of genuine nature of the complaints (discussed later) can also be utilized for correct interpretation of the leading questions.
 
From Whom History to be Collected?
Under ordinary circumstances patient himself should tell the history. However, it is commonly observed that relatives of the patient try to interfere in history collection. This should be discouraged. Even the most uneducated patient can tell about his illness with a little guidance from the doctor.16
  • In case of a child, history should be collected from the parents, preferably from the mother. If details of the illnesses of childhood of any patient are required, they can be collected from the parents or from any other senior family member who knows about his childhood.
  • In unconscious patients history should be collected from the persons who were present during the onset of the illness (often this gives clue points to diagnosis). He may be a family member, room-mate, classmate, colleague or a teacher.
  • In patients with transient loss of consciousness like epilepsy or transient ischemic attacks, history should be collected from an eye witness. If the incident happened on the road history should be collected from him who first attended the victim.
  • History of mentally retarded or deaf and dumb person should be collected from the people who ordinarily take their care. Because, they can notice the slightest changes in their activity/behavior or mark the earliest symptoms of their illness.
 
Observing for Nonverbal Communications
While the patient is telling the history, observe the patient closely. Even one should start observing much before the patient speaks his history. The words he uses, the emotional attachment to the words, movement of hands and other body parts, etc. should be marked. These are very important findings; at times more important than what the patient says (action speaks louder than the voice). Let us discuss few:17
  • While describing the anginal pain, the patient may start crying. This signifies the severity of pain. If he is moving his hands over the sternum; it suggests that the pain is retrosternal in site.
  • While describing the abdominal pain if the patient is moving his hand over a wide area on the abdominal wall, it is likely that the pain is diffuse; not localized.
  • If he points the site of pain with a finger, it is a localized pain as seen in pleurisy.
  • If a patient is groaning with abdominal pain likely that it is a colicky pain.
  • If a patient comes with a cloth tied over the head or on the abdomen very likely he is having headache or colicky abdominal pain respectively.
  • If a patient is talking in a loud voice he is either nervous or deaf. If a patient is talking in a low voice, often looking at this side or the other, probably wants to speak something about sexual problem.
  • If a patient is wearing a warm dress (shawl or sweater) in summer season likely that he is having a sensation of chill (possibly due to fever).
  • If a patient is not able to complete a sentence in one breath his vital capacity is low.
  • If the patient is giving extensive details of his illness and treatment, he is likely to be a hypochondriac.
  • At times patients produce a list of complaints written down on a paper (often as many as ten to fifteen of them). Possibly none is genuine, suggesting that they are hypochondriac too.
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  • If a patient comes with a stick, it is likely that he is not sure of his stance or gait (either due to weakness or due to ataxia).
Chronic bodily illnesses often put their impact on the mind. These patients move from doctor to doctor and if still don't get relief; they get depressed. They feel that they are suffering from an incurable disease. The depressed mood can be marked from their facial expression and from their mode of talk. Likewise there are many more things which can be observed while taking history.
I tell them as obvious, means even a common man will be able to see them. One should not miss these obvious findings while collecting the history. To an observant eye many things are obvious. So, like practicing history taking one should try to improve his power of observation.