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Beschreibung

With hospital medicine growing rapidly in both scale andcomplexity, the learning curve for students is steeper, whileexperienced physicians are often called upon to act as mentors andcaregivers in areas outside their primary fields of expertise.Becoming a Consummate Clinician, an exciting new book in theseries Hospital Medicine: Current Concepts, describes in practicalterms how clinicians and students can think more critically and actmore insightfully in this era of information expansion and timecompression. Developed for hospital-based clinicians andphysicians-in-training, the book provides a road map for navigatingkey challenges in real-life medical practice related to assessing,integrating, and presenting clinical information. Clearly formattedand easily accessible, the book: * Fully integrates and emphasizes error avoidance andreduction * Highlights uses and limitations of algorithmic andevidence-based medicine in medical decision-making * Details effective strategies for looking and"re-looking" at biomedical data * Explains essential do's and don'ts ofmedicalpractice, from patient history and exam to differentialdiagnoses * Describes best practices and pitfalls of gathering, processing,and communicating medical information * Presents strategies for attending physicians to develop thecritical thinking skills of their trainees Featuring real-world clinical examples, this concise,down-to-earth text is written to help both practitioners andstudents improve their overall clinical performance, and learn tocommunicate effectively with members of the caregiving team.

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Veröffentlichungsjahr: 2012

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Table of Contents

COVER

HOSPITAL MEDICINE: CURRENT CONCEPTS

TITLE PAGE

COPYRIGHT PAGE

DEDICATION

PREFACE

ACKNOWLEDGMENTS

INTRODUCTION: SURVIVING AND THRIVING IN WARD WORLD

THREE KEY CHALLENGES FOR STUDENTS AND PRACTITIONERS

UNCOMPLICATING LIFE IN A COMPLEX WORLD

UNEXPECTED INNOVATION

PART 1: MEDICAL MUSTS AND MUST-NOTS: SIX ESSENTIALS OF WARD WORLD

CHAPTER 1 HOW (NOT) TO PRESENT A PATIENT HISTORY

THE HIDDEN HISTORY OF A HISTORY

ADVERSE EFFECTS

MINI-SUMMARY

CHAPTER 2 REEXAMINING THE PHYSICAL EXAM

PHYSICAL EXAM AND HYPOTHESIS TESTING

GENERAL APPEARANCE

REVITALIZING THE VITAL SIGNS

ADDITIONAL LAPSES IN REPORTING THE VITAL SIGNS

UNDER PRESSURE

FINDING HIDDEN INFORMATION IN VITAL SIGNS— MORE ADVANCED ANALYSIS

REPLACING SEMI- OR PSEUDOQUANTITATIVE MEASURES WITH MORE USEFUL QUALITATIVE MEASURES

INCREASING YOUR LEVEL OF CERTAINTY: INTERNAL CONFIRMATIONS

PHYSICAL EXAM: SEMANTIC AND SCIENTIFIC PRECISION

MINI-SUMMARY

CHAPTER 3 HOW (NOT) TO ORDER AND PRESENT LAB TESTS

“INCIDENTAL” FINDINGS

CLASSIFICATION OF BASIC LAB DATA

PRESENTATION OF LAB TESTS: THE TWO MAJOR PROBLEMS

CHECKING PRIMARY SOURCES VS. COPING WITH WORK (OVER) FLOW PRESSURES

MINI-SUMMARY

CHAPTER 4 SEEING IS (ALMOST) BELIEVING: THE IMPORTANCE OF REVIEWING DATA

UNEXPECTED SOURCES OF VARIABILITY

ASSESSING OBSERVER VARIABILITY

COMPUTER INTERPRETATIONS

COPING WITH OBSERVER VARIABILITY

A RELATED CAUTION: CUT-AND-PASTE WORKUPS

FINAL NOTE: WHEN SEEING AND BELIEVING DIVERGE

CHAPTER 5 “WORSTS FIRST”: HOW TO FRAME A DIFFERENTIAL DIAGNOSIS

DIFFERENTIAL DIAGNOSIS OF CHEST DISCOMFORT

DIFFERENTIAL DIAGNOSIS OF RIGHT UPPER QUADRANT PAIN

“n-PLUS”: A FINAL NOTE ON CRAFTING DIFFERENTIAL DIAGNOSES

MINI-SUMMARY

CHAPTER 6 CLINICAL QUERIES: ASKING THE 3½ KEY QUESTIONS

GLIMPSE VS. GAZE: WHAT THINKING MODE TO PRESCRIBE ON THE WARDS

THE 3½ KEY QUESTIONS RULE

BEYOND THE 3½ KEY QUESTIONS

MINI-SUMMARY

PART 2: MEDICAL MASTERIES

CHAPTER 7 EMC3: ERROR REDUCTION EQUALS MOTIVATION TIMES COMMUNICATION TO THE POWER OF 3

DEFINING MEDICAL ERRORS: DO WE KNOW THEM WHEN WE SEE THEM?

THE FLIP SIDE

ERRORS THAT FLY BELOW THE RADAR

BACK TO THE INDEX CASE

ROUNDING UP ERRORS

MINI-SUMMARY

CHAPTER 8 EVIDENCE-BASED MEDICINE: WHAT AND WHERE IS THE EVIDENCE?

CLINICAL USE OF EBM

THE NEED TO LOOK AT DATA CRITICALLY

A NEW PARADIGM?

LIMITATIONS OF RCTs

EVIDENCE-BASED MEDICINE AND MEDICAL SCIENCE: FINAL CAVEATS

EVIDENCE-BASED MEDICINE: CLINICAL INERTIA AND EXIT BLOCK SYNDROMES

MINI-SUMMARY

CHAPTER 9 CAUTION! DANGEROUS BIOMEDICAL SEMANTICS AT WORK

SEMANTIC BIAS AND THE DRUGS YOU PRESCRIBE

SEMANTIC BIAS AND TARGETED THERAPIES

OFF-TARGET EFFECTS

SEMANTIC BIOCHEMICAL BIAS

HOMEOSTASIS REVISITED

IS THE BODY A SERVOMECHANISM TYPE OF MACHINE?

MINI-SUMMARY

CHAPTER 10 SOME SECOND OPINIONS: OUTLIERS, HOOFBEATS, AND SUTTON’S (FLAWED) LAW

OUTLIERS: CLUES OR RUSE?

EQUINE HOOFERS AND BANK LARCENY: TIME TO RETIRE TWO OUTMODED CLINICAL “PEARLS”?

ETIOLOGIES AND APPLICATIONS

MINI-SUMMARY

CHAPTER 11 A SIXFOLD PATH: FROM DATA TO KNOWLEDGE TO UNDERSTANDING

THE NAUTILUS AND THE SPIRAL CURVE OF LEARNING

“PATHO-PHYS,” NOT “PATHO-LISTS”

SALTATION: LEARNING BY LEAPS AND BOUNDS

SKETCHING: THE ART OF LEARNING MEDICINE

MULTISOURCING

TEACHING: THE ESSENTIAL PATH TO LEARNING AND MASTERY

MINI-SUMMARY

CHAPTER 12 WHAT IS DISEASE? WHAT IS HEALTH?

WHAT IS A DISEASE?

AGING AND DISEASE

PRIMARY DISEASE VS. INADVERTENT INJURY

INTERNAL STRESS AND DISEASE: THE CAREGIVER SYNDROME

EXTERNAL STRESS AND DISEASE

DEFINING DISEASE AND HEALTH: ALTERNATIVE APPROACHES

WHAT IS HEALTH?

IMPLICATIONS: GENERAL AND SPECIFIC

SYNDROMES WITHIN SYNDROMES

A SELF-CHALLENGE

MINI-SUMMARY

BIBLIOGRAPHY AND NOTES

INDEX

Hospital Medicine: Current Concepts

Scott A. Flanders and Sanjay Saint, Series Editors

1. Inpatient Anticoagulation
Margaret C. Fang, Editor
2. Hospital Images: A Clinical Atlas
Paul B. Aronowitz, Editor
3. Becoming a Consummate Clinician: What Every Student, House Officer, and Hospital Practitioner Needs to Know
Ary L. Goldberger and Zachary D. Goldberger
4. Inpatient Perioperative Medicine Medical Consultation: Co-Management and Practice Management
Amir K. Jaffer and Paul J. Grant, Editors

Forthcoming:

5. Inpatient Cardiovascular Medicine
Brahmajee K. Nallamothu and Timir S. Baman, Editors

Cover image: © iStockphoto

Cover design: Michael Rutkowski

Copyright © 2012 by Wiley-Blackwell. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey

Published simultaneously in Canada

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 750-4470, or on the web at www.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions.

Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.

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Library of Congress Cataloging-in-Publication Data:

Goldberger, Ary Louis, 1949–

 Becoming a consummate clinician : what every student, house officer, and hospital practitioner needs to know / Ary L. Goldberger, Zachary D. Goldberger.

p. ; cm. – (Hospital medicine: current concept ; 3)

ISBN 978-1-118-01143-0 (pbk.)

 I. Goldberger, Zachary D. II. Title. III. Series: Hospital medicine, current concepts ; 3. [DNLM: 1. Clinical Medicine. 2. Evidence-Based Medicine. 3. Interprofessional Relations. 4. Medical Errors–prevention & control. 5. Teaching Rounds–methods. WB 102]

 610.73–dc23

2012023634

For

Erin, Ellen, and Nicki

Annabel, Tabitha, and Quinn

and for Lexy

PREFACE

You’ve had the usual busy day. Just finished seeing and writing up the last of six patients admitted overnight to your service (including one who had to be transferred to the ICU with sepsis). Sent in an application to the medical center’s curriculum committee for a proposed new course, “The Golden Glove: Defining, Detecting, and Eradicating Medical Errors.” Late for a hospital committee meeting on the new quality initiative to improve care in postoperative patients.

When you return to your office, two of the 59 new e-mails in your inbox catch your eye. The first is from a third-year medical student who presents with the complaint that “I feel disoriented and confused only one day after starting my medical clerkship.” This note is not a request for a neurological consult but, rather, a distress signal from one of your mentees who has been touching base with you throughout her clinical years without any indication of prior problems.

The second e-mail, from a friend and colleague, says: “Work and teaching rounds took four hours today! How can we teach students and house officers to present more clearly and concisely and how to frame a differential diagnosis?”

This book is written for hyper-busy clinicians/teachers and their trainees who face these types of challenges related to apparent gaps between the world of the class and the world of the wards. Despite the best-intended efforts of courses with names such as “The Doctor–Patient Encounter,” students and their preceptors often express the sense that essential but hard-to-identify components are missing from our training efforts. These missing links contribute to the types of frustrations voiced above. We have adopted the term interstitial curriculum as a way of defining selected necessary concepts and practices that seem to fall between the disciplinary cracks of contemporary medical education programs.

Throughout the book, we highlight these concepts with mini-case examples. Most are drawn from internal medicine; further, a cardiovascular bias will unmask the specialty orientation of the authors, but hopefully will not prove limiting.

The complementary processes of constantly rethinking assumptions, researching information, and reformulating basic mechanisms are fundamental to practicing all types of medicine successfully. Such processes also help to avoid potentially lethal errors and help to rigorously and compassionately advance the inseparable sciences of prevention and healing. These deep and multidimensional challenges are central to the ongoing pursuit of becoming the consummate clinician.

ARY L. GOLDBERGERZACHARY D. GOLDBERGER

ACKNOWLEDGMENTS

We wish to acknowledge our many students, colleagues, and patients over the years, and the many others who inspired this short book. Finding oneself adrift in a turbulent clinical sea midway through medical school is, to say the least, daunting. Finding others with similar questions and existential anxieties is therapeutic, but what we really want are the keys to the kingdom where medical house staff and residents seem to speak that mysterious dialect of clinicalese with high fluency, and possess apparently uncanny reasoning and communication skills. Having read the same textbooks, taken similar preclinical lectures, and passed similar exams, we wondered whether we had all inadvertently missed some extracurricular but essential mentoring sessions somewhere along the way. Could this bridging knowledge be restored?

The discovery that the classroom-to-clinic gap was more the rule than the exception became a prime motivator for writing the book. Many people played important roles, including students at Yale School of Medicine, University of California–San Diego, University of Washington, Harvard Medical School, and University of Michigan.

A number of colleagues have read sections and have offered important critical reviews. Among those are our wives, Erin Fouch, M.D., and Ellen Goldberger, J.D., and colleagues, Tom Delbanco, M.D., Richard Schwartzstein, M.D., Vikas Sukhatme, M.D., Ph.D., Michael Volk, M.D., M.S., Colin R. Cooke, M.D., M.Sc., and Madalena Costa, Ph.D.

Zachary D. Goldberger would like to offer special thanks to Drs. Rod Hayward, Caroline Richardson, and Sandeep Vijan for their methodological instruction and to Drs. Michael Shea, Daniel Eitzman, and David Coleman for their superb clinical mentorship.

Zachary D. Goldberger was supported by a grant from the Robert Wood Johnson Foundation Clinical Scholars Program while writing this book and Ary L. Goldberger by a grant from the G. Harold and Leila Y. Mathers Charitable Foundation. However, the views expressed do not necessarily reflect those of either foundation.

Our intrepid editor at Wiley-Blackwell, Thom Moore, and his assistant Ian Collins, played key roles in shaping the material and in inviting us to join the Hospital Medicine book series edited by Scott Flanders and Sanjay Saint.

However, we take full responsibility for any errors, and the gratitude expressed to our critical readers in no way indicates their agreement or endorsement. If the lessons of this text are crafted successfully, readers will critically rethink what we say here as well as everything else they read. We also recognize that some of the topics and their presentations are not without general controversy and urge our readers to contact us via the publisher or through e-mail if they wish. Even better, discuss these issues on rounds.

Finally, we note that the process of becoming a consummate clinician is never-ending and rarely predictable. This book is a guide to clinically perplexed trainees and their attendings. On your unique and unforgettable journeys, we wish you grand luck—the serendipity that favors the well-prepared, but not overly rehearsed mind.

ALGZDG

INTRODUCTION

SURVIVING AND THRIVING IN WARD WORLD

Plutarch, a first-century Greek moralist.

The mind is not a vessel to be filled but a fire to be kindled.

—PLUTARCH (ca. A.D. 46–120)

The most important failure was one of imagination.

—THE 9/11 COMMISSION REPORT: The National Commission on Terrorist Attacks on the United States; General Findings, Section 509

This book addresses a number of audiences. For clinical clerks and house officers, it is intended as a springboard or launching pad to help them hit the ground running on the wards. We hope to provide some immediately applicable tips and to guide trainees in avoiding common pitfalls and pratfalls of gathering, processing, and communicating medical information. For more experienced hospital-based practitioners, hopefully it will provide an organizing framework for coping with some of the daily challenges in both patient care and mentoring that somehow escape mention in lengthier texts.

For trainees, who readily and understandably feel lost in their early rotations, this is also intended as a kind of clinical GPS—a way of helping you locate and track your clinical coordinates and keep your bearings in the face of major new challenges and the inherent uncertainties of clinical medicine.

What/how should I be thinking upon hearing the following chief complaints? What does an experienced, active clinical listener actually think?

A 30-year-old man presents with a fainting spell.

A 60-year-old woman presents with shortness of breath.

Part 1 (Chapters 1 to 6) is called Medical Musts and Must-Nots. These discussions are geared toward more basic and essential issues (the must-knows) of information gathering from the history and physical exam, as well as formulating differential diagnoses. Special emphasis is given to avoiding common mistakes and offering tips toward achieving the clinical savvy of more experienced physicians. These chapters also include perspectives from the attending’s side: how to listen to and interact with presentations by team members and enhance the teaching value of rounds.

Part 2 (Chapters 7 to 12) is called Medical Masteries. Leveraging off the material in Part 1, these chapters deal with aspects of critical analysis of medical data and invite a reexamination of some of the ways we “think about thinking” in clinical medicine. Topics include reducing medical errors, revisiting evidence-based medicine, deconstructing Sutton’s “law” and other widely cited medical aphorisms, the perils of a major but rarely discussed source of medical bias (semantic bias), and transforming information and knowledge into deeper understanding.

In Chapter 12 we examine two central and coupled questions for students and attendings that are almost never asked in the formal medical school curriculum: “What is health?” and “What is disease?” These omissions are remarkable given that two central goals of medicine are devoted to maintaining and restoring the former, and to curing or palliating the latter, both in practice and in research.

Another provocative question that helped to motivate this book was posed by a non-M.D. colleague: Is there a way for medical students and others to “get inside the heads” of their more experienced clinical mentors, short of being an actual apprentice? As in every other aspect of our professional lives, no substitute exists for real-world clinical experience and expert tutelage. But realistic recognition of the limitations of any enterprise is not a statement of its futility.

The good news for students is that certain general principles of clinical thinking and practice–what we call the interstitial curriculum–although not the substance of most textbook presentations, can be taught as part of a type of a facilitated apprenticeship toward clinical mastery. Further, some of these essentials can be conveyed concisely in guidebook form, especially to those who already have some medical background or interest.

We emphasize that the term interstitial curriculum—what’s not explicitly taught but should be—is not to be confused with the hidden curriculum, a subject that is receiving increasing attention. The latter refers to the unspoken biases that warp both medical and nonmedical education (i.e., what shouldn’t be taught but somehow is). For doctors, the hidden curriculum has been used, for example, to describe the disparaging and nonempathic behavior that students and trainees may absorb from their seniors. Readers interested in the applications of the hidden curriculum in medical education are referred to the literature, with selected references given in the bibliography.

THREE KEY CHALLENGES FOR STUDENTS AND PRACTITIONERS

Three central and closely related challenges for every practitioner of medicine at all levels, from student to senior hospitalist attending, are:

1. To enrich the way we think about diagnosis, therapy, and prognosis, especially at the warp speed of ward world, which increasingly lurches between the frazzled and the frantic.
2. To enhance our communication skills: developing good habits for presenting information and preventing or curing some counterproductive habits.
3. To help reduce, and to the extent possible, eradicate medical errors. Asking some relatively simple questions as a routine part of self-examination during rounds can literally transform an entire hospital’s systems for the better.

Learning and practicing critical thinking skills that often resist conventional wisdom, actively looking for anomalous findings (making “outlier” rounds), and harnessing the energies of imagination are essential components of clinical medicine and powerful antidotes to cognitive errors (Chapter 7). From a more positive perspective, the combination of critical plus imaginative thinking is the source of successful therapeutic interventions and clinical discoveries. Helping students and trainees acquire and master these skills and render them in a compassionate manner are perhaps the most challenging goals in medical didactics. For busy practitioner-mentors, in particular, not losing touch with foundational attributes and being able to transmit these skills is one of the most demanding aspects of medical education, and one most at risk in the age of information overload and “high-throughput” patient care.

UNCOMPLICATING LIFE IN A COMPLEX WORLD

The nature of critical thinking essential to bedside and basic medicine is also much more general and applies to coping with virtually all complex systems where prediction, diagnosis, forecasting, and prevention are always at play. The words “at play” may seem ill-chosen for such a daunting and serious set of obligations. Yet the stunning “failure of imagination” critique in the 9/11 Commission Report indicates a dearth of creativity—a lack of general inventiveness that informs the best science and promotes optimal ways of protecting society at large and its members. An unexpected link between the terrorist attacks of 9/11 and one aspect of public health—risk of sudden death in areas outside the lower Manhattan explosion sites—is described briefly in Chapter 12.

Although we cannot predict future events and discoveries, we can anticipate that the rate of information expansion will continue at a lightning (if not always enlightening) pace. Indeed, Moore’s law, proposed in 1975, famously posited that the number of transistors placed on integrated circuits will double about every two years for the foreseeable future. This exponential growth of microprocessing capacity, resulting in smaller and smaller and less expensive computers, is related to the expanding amounts and accessibility of information, including biomedical data. Whether Moore’s prediction turns out be a law or more of a useful approximation, it is certainly more relevant to medicine than Sutton’s Law (Chapter 10). But our point here is that the continuing explosion of computer processing capability and with it of information/data, captured in Moore’s provocative prediction, does not neatly translate into knowledge or understanding on the wards. Indeed, as noted above, information/data overload can, paradoxically, imperil creative and critical thinking.

We can only anticipate one thing with great certainty: that the future will always include surprises—expect the unexpected. This “certainty of uncertainty” law compels the need for flexible cognitive infrastructures and strategies for handling and making the most of the information available. Exercising and refining cognitive tools are essential to clinical success, just as adaptability and plasticity are fundamental to the health of ecosystems, species, and individuals. Indeed, the best intended efforts to codify clinical judgment into clinical rules (even if only intended as guidelines) and the development of ever more sophisticated algorithmic trees are inherently limited. Furthermore, such efforts sometimes undermine efforts to foster the desired three R’s of rigor, rationality, and reliability central to evidence-based medical practice.

UNEXPECTED INNOVATION

The fortuitous discovery of penicillin, the first antibiotic, by the Scottish bacteriologist Alexander Fleming on September 3, 1928, is one of the best examples of Louis Pasteur’s dictum: “Chance favors the prepared mind.” Fleming had just returned to his laboratory in London after a vacation. He had been culturing Staphylococcus aureus and was discarding petri dishes from leftover experiments. He looked down and noticed that one of his cultures was contaminated with mold. A clear area around the mold caught his eye and prompted him to surmise that the contaminant was secreting a bactericidal substance. With the help of a colleague, Fleming grew a pure culture of what is now known to be Penicillium notatum.

This account has been embellished and even mythologized to a certain extent, but these facts seem reasonably solid. Also of note is that the purification and characterization of the compound and, shortly thereafter, the mass production of penicillin—what we would call the translational medicine aspects—did not occur until years later. Like many discoveries, Fleming’s breakthrough was not part of a carefully crafted game plan, any more than the discovery of x-rays or magnetic resonance followed a linear path from original design to bedside applications. Quite the opposite—these triumphs of translational medicine were not motivated by or even initially connected to the practice of medicine. Instead, scientific, including clinical, creativity most often erupts unexpectedly from a combination of intuition, imagination, and observation, combined with intellectual rigor and a special type of fearless intensity. Sir Isaac Newton commented: “An essential aspect of creativity is not being afraid to fail.”

For students and trainees of medicine, as well as their mentors, the wards offer perhaps the richest—and sometimes the most intimidating—precincts for discovery and learning, which can transform the lives of single patients and entire groups. But to make these contributions (e.g, preventing a potentially lethal drug–drug interaction in a patient on your first rotation on the wards and then helping to set up fail-safe measures for others) requires that you first overcome the daunting gap between the preclinical and clinical worlds.

Mini-summary and Preview: 

Perhaps the most difficult challenges faced by practitioners of medicine at all levels are those that deal with navigating the gap between the classroom and the clinic, between the textbook pages we read and the urgent text pages we receive.

Bridge the classroom-to-clinic gap.

After the first day of their medical clerkships, students may be left wondering:

What happened to the textbook tables and electronic guides that describe how clinicians think about diagnoses?

Why didn’t someone tell me how cases are really presented on rounds? (Their hospital-based attendings and house officers also ask the same question.)

Why don’t the algorithms for the diagnosis and treatment of a given condition account for the individual patient I am treating?

Why did the drug listed under “antiarrhythmics to treat atrial fibrillation” in our pharmacology book induce a cardiac arrest in my patient? How can elegantly targeted therapy to treat diabetes or certain forms of cancer land so far off-target?

What actually is evidence-based medicine, and where is the evidence?

The goal of the 12 chapters ahead is to invite students, house officers, and their more senior colleagues to rethink basic issues that previously may have seemed self-evident and even trivial (e.g., gravity before Newton, or the inevitability of infections before modern medicine). These challenges turn out to be deep and multidimensional. Most important to busy students and practitioners is that these challenges have enormous practical ramifications for critical thinking, basic research, and bedside patient care.

PART 1

MEDICAL MUSTS AND MUST-NOTS: SIX ESSENTIALS OF WARD WORLD

CHAPTER 1

HOW (NOT) TO PRESENT A PATIENT HISTORY

Only connect. … 

—E.M. FORSTER (1879–1970), Howards End

A doctor who cannot take a good history and a patient who cannot give one are in danger of giving and receiving bad treatment.

—ANONYMOUS, quoted by Paul Dudley White, M.D., in Clues in the Diagnosis and Treatment of Heart Disease (1956)

For students, either you have already discovered, or will soon learn, that delivering a medical presentation on rounds is a challenging and sometimes terrifying experience. You have to satisfy two conflicting sets of goals simultaneously: accuracy and comprehensiveness vs. succinctness and efficiency.

THE HIDDEN HISTORY OF A HISTORY

It is surprising how ineffectively and inefficiently many physicians, especially those in training, communicate clinical information. Clinical savvy, technical skills, and communication skills are not necessarily positively correlated. A reliable sign of this problem is the restless legs syndrome or flamingo sign (shifting of weight from one leg to the other) observable in colleagues visibly chomping at the bit to move on during seemingly endless presentations.

For attendings, presentations by students and house officers can also be anxiety-provoking. As the ultimately responsible physicians, they need to integrate the information they hear, separate signal from noise, and figure out what may have been left out and what may be inaccurate. These pressures are magnified by the time urgencies imposed by high-volume case loads, work hour restrictions, and unavoidable multitasking demands. In addition, rounds are a major component of teaching; employing case material in clinically effective and creative ways is one of the great challenges of clinical didactics.

Clinical Rounds and Case Presentations. 

Following is the flow of information recommended in initial case presentations:

Chief complaint

History (all elements)

Current medications

Physical examination

Data: laboratory/imaging/other diagnostics

Impressions/assessment: diagnoses/differential diagnoses

Plans and medical decision making

Clinical rounds can serve at least six major purposes:

1. To review, convey, and share information obtained about patients in a comprehensive, yet concise way.
2. To make diagnostic, therapeutic, and related management decisions and plans based on this information as part of a caregiving team.
3. To identify key information that is not available, and to formulate plans to acquire, if possible, the relevant data that fill in the gaps or resolve inconsistencies.
4. To convey information in an understandable and compassionate way to patients and their families.
5. To utilize this experience in the most expansive way for the teaching of trainees.
6. To identify actual or potential medical errors (near-misses) as the basis for reenergizing current corrective and preventive practices, and where necessary, develop new and imaginative ways to eliminate such errors (Chapter 7).

The purpose of this first chapter is to review common pitfalls and how to avoid them in your presentation of information on rounds. In addition, we discuss briefly the presentation of data from the other perspective: that of the hospital-based attending.

Communication problems are especially prevalent in presentations and write-ups by medical students and incipient house officers. However, even more experienced clinicians are not immune to information-conveying “disorders.” Eight of the most common pitfalls you will encounter are summarized below. You and your attending are invited to revise and rework this list.

Common Pitfalls in Presentations

1. Overlooking guideposts in the chief complaint (CC).
2. Giving a nonhistorical history of the present illness (HPI).
3. Getting bogged down with too many negatives, and sometimes positives, in the review of systems (ROS), turning this into an exhaustive and exhausting component of the presentation.
4. Recording an incomplete past medical history (PMH), social history (SH), and family history (FH) with gaps in key information, including medication use, exposures, work and travel data, and job stress.
5. Presenting an exhaustive list of past medical history, some of which may be irrelevant to the current admission (i.e., history of a tonsillectomy 70 years ago in an 80-year-old patient admitted with pneumonia).
6. Presenting a jumbled list of medications rather than a concise summary of current and previous drug therapies.
7. Presenting an unbalanced physical exam: excessive negatives and missing data.
8. Providing a zigzag summary of laboratory tests.

A number of elements are required for a complete medical history (Exhibit 1.1). If any of this information is not available or not applicable, you should indicate this fact. Some books list things in different order (e.g., are vaccinations medications or part of health care maintenance?—obviously, they are both). Should sexual risk assessment be part of the past medical history or listed separately? Where should a sleep health history be included? A major challenge is learning which elements of the history are of importance in a given context. For example, the details of which coronary arteries were bypassed at the time of prior cardiac surgery are critical data to present when a patient is admitted for recurrent exertional angina, but not when he is admitted for cellulitis. In the latter case, the oral presentation would still need to note his important history of coronary disease, the status following his uncomplicated bypass surgery four years ago, and the most recent follow-up with his cardiologist.

EXHIBIT 1.1 Ingredients of an Adult’s Admission History (Narrative)

1. Chief complaint
2. History of present illness
3. Review of systems
4. Past medical history: childhood; surgical evaluations and procedures/operations; adult medical (including hospitalizations); reproductive (for females: menses; pregnancy/obstetric; psychiatric)
5. Medication profile
(a) Current and prior medications (including herbal/nutritional supplements)
(b) Allergies (immunologic reactions)
(c) Nonallergic adverse drug reactions/intolerances (e.g., nausea with erythromycin)
(d) Recreational or illicit drug use: past and present
6. Personal: habits and health care maintenance
(a) Dietary and exercise history: include food allergies, restrictions, and special needs
(b) Tobacco use: past and present (cigarettes, cigars, chewing tobacco, etc.)
(c) Alcohol: past and present
(d) Screening procedures (e.g., colonoscopy, etc.)
(e) Vaccinations
(f) Injury prevention (e.g., seat belt use)
(g) Screening for abuse, neglect, or domestic violence
(h) Sexual risk assessment (including preferences, birth control, sexually transmitted diseases)
(i) Sleep-related problems (insomnia, loud snoring, daytime somnolence, etc.)
7. Occupational/environmental hazards or exposures (e.g., asbestos, sunburns)
8. Geriatric (as indicated): routine activities of daily living (ADLs): dressing, eating, continence, transfer, toileting, bathing, locomotion, etc.: Instrumental ADLs: shopping, housework, finances, meds, laundry, cooking, etc.
9. Social history: including major relationships and social supports; living arrangements; work status; relevant spiritual and cultural beliefs
10. Family history (including cause and age of death; psychiatric problems)
11. Concerns: financial and insurance-related; impact of illness on job and home life; sexual function; relationships; etc.
12. Advance directive and health care proxy status

Next, we discuss four selected aspects of major trouble spots in write-ups and case presentations: the CC, HPI, ROS, and PMH.

Chief Complaints About the Chief Complaint

The chief complaint (CC) sets the tone for the rest of the presentation, analogous to a brief overture to an opera or musical. A major problem with the statement of the CC is a lack of guideposts or pointers. In addition to stating a patient’s actual complaint in his or her words—essential information—it is helpful to include a few orienting phrases, or indicators, to give context to the patient’s admission. These phrases do not bias the analysis but, rather, help the listener process extremely complex information.

As with all elements of the presentation, what you actually decide to present on rounds will differ from what is written in your admission note (which should be as complete as possible, as the reader can choose which areas to focus on, but not be burdened with unnecessary detail). Below are two renditions of the CC on three patients that would be found in an admission note or presented orally. The use of a few guidepost qualifiers (shown in italics) is intended to provide useful context to the admission, without creating listener bias.

Case 1: Mr. Kent

Version 1: This is the first Metropolis General Hospital admission for Mr. Clarke Kent, a 60-year-old man with chief complaints of “weakness and fatigue.”
Version 2: This is the first Metropolis General Hospital admission for Mr. Clarke Kent, a 60-year-old man with multiple medical and surgical problems complaining of increasing “weakness and fatigue” for the past month.

Case 2: Ms. Lane

Version 1: This is the first Metropolis General Hospital admission for Ms. Louise Lane, a 35-year-old woman with a chief complaint of “pain in my belly.”
Version 2: This is the first Metropolis General Hospital admission for Ms. Louise Lane, a 35-year-old woman with type 2 diabetes with a chief complaint of intermittent “belly pain” starting two days ago.

Case 3: Mr. Olsen

Version 1: Mr. James Olsen is a 27-year-old man transferred for evaluation of mental status changes.
Version 2: This is the first Metropolis General Hospital admission for Mr. James Olsen, a 27-year-old man transferred from Apple Community Hospital for further assessment and treatment of mental status changes. Mr. Olsen is lethargic and unable to give any specific complaints. Historical details are obtained from his records and his family (sister and brother-in-law), who accompanied him.

The second versions of the CC are preferable in the three cases since they accomplish three goals: the goals are (1) to be concise, (2) to convey specific information, and (3) to conserve a patient’s own words. Using the patient’s own words in the CC [patients rarely, if ever, complain of an “FUO” (a fever of unknown origin) or of “atypical chest pain”] is important. For example, a patient who reports “discomfort” or an “ache” or pressure in his chest, representing angina pectoris, may actually deny that he has “chest pain.” For physicians, all of these terms may be red flags for symptomatic myocardial ischemia or infarction, but your patient may emphatically resist using the word “pain” even when asked specifically.

History of Present Illness

Two common flaws in presenting a history of the present illness (HPI) are (1) failure to follow a time line—instead, skipping around in a disjointed fashion, and (2) failure to segment the history into subcomplaints when there is a complicated set of problems. As is the case for the CC, you should make a practice of adding guideposts and context to your recounting of the history. Two patients may both present with abdominal pain; the two statements that follow refer to the same chief complaint but have very different contexts essential to the informed listener: