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Living Healthfully - January 2008

The Evaluation Process

After taking the patient’s history, we then proceed with the physical examination. The information we gained from observation and correct history taking shall guide the sequence of our evaluation. And doing the correct sequence of an examination is a skill, which we develop through repeated practice.

The details below show how a physical therapy evaluation commences (Pierson, 1999):

Subjective Information
• Patient’s concept of his/her chief complaint or problem
• Patient’s description of the progression or regression of the condition over a period of time

• General health of the patient
• HPI, PMHx, Family History (FHx), etc.
• Patient’s description of the results of any previous treatment for a similar condition, complaint, or problem
• Patient’s occupation, lifestyle, recreational activities, social interactions, goals, needs, and values

Objective Information
• Observe the patient’s:
1. general appearance, body build, or configuration and any deformities or absence of any body par
2. posture as he/she stands, sits, walks
3. skin condition and its appearance
4. locomotion or mobility
5. use of assistive devices, ambulation aids, orthoses, prostheses, bandages, sling, or casts
6. balance and stability
7. coordination and motor control
• Palpate the patient’s:
1. skin and subcutaneous tissue to determine its texture, temperature, flexibility, and pain response
2. muscles, tendons, ligaments for their tone, pain response, bulk, composition, strength, stability/laxity
3. joints to determine any swelling, change in shape, tenderness, amount of joint space, and pain response
4. skeletal components
5. arterial pulses to establish rate, force, presence/absence, and rhythm

• Assess the patient’s muscle strength, range of motion, end feel, sensorium, functional activities and abilities
• Evaluate cardiopulmonary functions by measuring vital signs before, during, and after activities
• Perform diagnostic and special tests

We need to understand that every measure in an evaluation does require specificity and detailed explanation of its significance and finding. The evaluation shall help us identify the current problems, and even the potential problem a patient may encounter later on. The findings stated in our evaluation can help prognosticate the patient’s condition and come up with managements that are very much individualized or personalized.

After examining a patient, we then formulate an outline of our assessment of the patient’s condition. The assessment part of our documentation includes a list of problems we discovered our patient has. The outline also includes the goals we have set for our patient. And in goal setting, we create two sets of goals: the short-term and the long-term goals. Short-term goals are goals that are achievable within days or weeks, while long-term goals are goals that may be achievable within months. In addition, long-term goals may be goals that should be carried out in a lifetime.
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History Taking

The patient’s medical history, as well as his or her family’s, is very important in order for us to be guided with our examination. A spontaneous interview with the patient may reveal the history of his/her present illness, past medical history, and family history, and even the patient’s personal-social-environmental background. However, if the patient has the inability to communicate effectively because of cognitive problems, we may have to rely with what his/her family has to say.

Nevertheless, history taking does not stop there. A good clinician may also be observed to investigate the patient’s workplace and other types of environment where the patient is exposed. We have to remember that the patient’s environment may determine a patient’s disease process.

Prior to history taking, it is important that we take note of the patient’s general information. This includes his/her name, address, gender, age, civil status, handedness, occupation, religion, and a physician’s diagnosis of his/her current condition (if there is any). It is also important to take note of the dates when the patient was referred to us, or when the patient was admitted, or when the patient undergone initial evaluation. These details are important because it should affect the manner we deal with our patients. And so if we know that a patient belongs to a conservative religion, in which interaction with the opposite sex may be limited, then we may do something about the issue (e.g. a female patient has to be attended by a female physiotherapist). The age and the gender of an individual may also give us an idea on the course or prognosis of a patient’s condition, or a patient’s predisposition to diseases. A patient’s civil status may give us an idea on the type of support system a patient has. Handedness and occupation give us a clue on how functionally compromised our patient is.

In taking the patient’s history of present illness (HPI), we investigate on the incidents that lead to the patient’s current condition. It is ideal to ask first: when did the present condition started?; what did the patient manifest?; was it immediate or did it take a long time before a patient had a full blown manifestation of the condition?; what were the last activities of the patient before he/she actually feel the symptoms?; what did the patient or the family do after the attack?; did they immediately seek medical advise?

After knowing the answers to the above questions, we then organize the information in a paragraph or two. However, remember, our presentation of the HPI should be free from any unnecessary adjectives or adverbs. It is inappropriate that we write in our chart phrases like: “the patient was overwhelmed by his laborious task and so he felt these numerous symptoms”.

It is also important to review a patient’s past medical history (PMHx). This may help us uncover causes or predispositions of individuals to his/her current condition. This may tell us a story on how a patient actually got the disease or lesion. And for this same reason, we try to discover the medical history of his/her parents/family.

It is important to remember that all of the things we ask to our patient and the family should have bearings on the case at hand. Otherwise, we need to stop asking irrelevant questions.
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In taking down medical notes, we do away with the use of nonprofessional terminologies. Instead, we use medical terminologies to describe the different anatomical features of the body. Below are examples of common medical terminologies we use in practice (Marieb).
• Anterior- front
• Posterior-back
• Abdominal- anterior body trunk inferior to ribs
• Antecubital- anterior surface of the elbow
• Axillary- armpit
• Brachial- arm
• Buccal- cheek
• Cervical- neck
• Cephalic- head
• Gluteal- buttocks
• Lumbar- low back
• Umbilical- navel

There are other terminologies we need to learn. They were not included in this module. And so looking up for them may become useful in our future discussions.

History Taking

The patient’s medical history, as well as his or her family’s, is very important in order for us to be guided with our examination. A spontaneous interview with the patient may reveal the history of his/her present illness, past medical history, and family history, and even the patient’s personal-social-environmental background. However, if the patient has the inability to communicate effectively because of cognitive problems, we may have to rely with what his/her family has to say.

Nevertheless, history taking does not stop there. A good clinician may also be observed to investigate the patient’s workplace and other types of environment where the patient is exposed. We have to remember that the patient’s environment may determine a patient’s disease process.

Prior to history taking, it is important that we take note of the patient’s general information. This includes his/her name, address, gender, age, civil status, handedness, occupation, religion, and a physician’s diagnosis of his/her current condition (if there is any). It is also important to take note of the dates when the patient was referred to us, or when the patient was admitted, or when the patient undergone initial evaluation. These details are important because it should affect the manner we deal with our patients. And so if we know that a patient belongs to a conservative religion, in which interaction with the opposite sex may be limited, then we may do something about the issue (e.g. a female patient has to be attended by a female physiotherapist). The age and the gender of an individual may also give us an idea on the course or prognosis of a patient’s condition, or a patient’s predisposition to diseases. A patient’s civil status may give us an idea on the type of support system a patient has. Handedness and occupation give us a clue on how functionally compromised our patient is.

In taking the patient’s history of present illness (HPI), we investigate on the incidents that lead to the patient’s current condition. It is ideal to ask first: when did the present condition started?; what did the patient manifest?; was it immediate or did it take a long time before a patient had a full blown manifestation of the condition?; what were the last activities of the patient before he/she actually feel the symptoms?; what did the patient or the family do after the attack?; did they immediately seek medical advise?

After knowing the answers to the above questions, we then organize the information in a paragraph or two. However, remember, our presentation of the HPI should be free from any unnecessary adjectives or adverbs. It is inappropriate that we write in our chart phrases like: “the patient was overwhelmed by his laborious task and so he felt these numerous symptoms”.

It is also important to review a patient’s past medical history (PMHx). This may help us uncover causes or predispositions of individuals to his/her current condition. This may tell us a story on how a patient actually got the disease or lesion. And for this same reason, we try to discover the medical history of his/her parents/family.

It is important to remember that all of the things we ask to our patient and the family should have bearings on the case at hand. Otherwise, we need to stop asking irrelevant questions.

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Documentation
“The documentation of patient care is an important component of the written record maintained for each patient (Pierson, 1999)”. Therefore, before we discuss the techniques in history taking, physical examination, and physical therapy management, we need to be familiarized with the methods of documentation.

[ Click here to read more ]
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