history checklist
TRANSCRIPT
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History ChecklistDate:___________Time:_________
Patient InfoName
Age
DOB
Gender
Race
Birthplace
Occupation
Source of Info
Source
Reliability
Religion
Mental Status Oriented to Name? Time/Date? Place?
Chief Complaint (x how many days?): I am here for a well-checkup. My last one was __________________
History of Present Illness
Last well-checkup
Blood work (CBC; liver, kidney, and thyroid function test;
cholesterol test; c-reactive protein; ferritin blood level)Chest X-ray and CAT scans
EKG
Stress testing (if pt over 40yo)
Basic spirometry (if pt smokes or smoked w/in 5y)
Flexible sigmoidoscopy with Barium enema (if pt over 40yo)
Eye exam- glaucoma screening and fundoscopic exam
Immunizations (pneumonia shots, tetanus, hepB, etc)
MEN: rectal and prostate exam
MEN: PSA level (if pt over 40yo)
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WOMEN: breast exam
WOMEN: pelvic exam and PAP smear
Notes:
Allergies
Type: Meds, Food, Environment, Insects,
Chemicals, Dander
When last allergic reaction occurred What happened
Notes:
Medications
Type:
Rx, OTC, herb,
home remedy
Name of
Medication
Physician Dosage Frequency How the
med is
taken
Reason for the
med
How long the me
has been taken
Notes:
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Past Medical HistoryChildhood Illnesses When/Age Complications
Measles
Mumps
Rubella
Chicken Pox
Pertussis
Strep Throat
Other
Notes:
Adult Illnesses Condition Date of Diagnosis Name of Health Provider Treatment (Rx)
Notes:
Past Hospitalizations Where (city, state,
hospital)
Date Diagnosis Name of
Physician
Treatment (Rx) Complications
Notes:
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Tobacco
Illicit Drug Use
Notes:
Family HistoryRelationship Alive or Deceased Age Medical History
Paternal Grandfather
Paternal Grandmother
Maternal Grandfather
Maternal GrandmotherFather
Mother
Sibling
Sibling
Sibling
Sibling
Notes:
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Review of Systems
General Recent weight gain/loss Clothes fit tighter/looser than before Weakness, fatigue, fever
Skin Rashes Lumps Sores Itching Dryness
Color change Changes in hair or nailsHEENT
Head Headache Injury Dizziness Lightheadedness
Eyes Vision Glasses/contacts Last eye exam Pain Redness Excessive tearing Double vision Blurred vision Spots Specks
Flashing lights Glaucoma Cataracts
Ears Hearing Tinnitus Vertigo Earaches Infection Discharge Hearing aids
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Nose and sinuses Frequent colds Nasal stuffiness Discharge Itching Hay fever Nosebleeds Sinus trouble
Throat/Mouth Condition of teeth Gums Bleeding gums Dentures Last dental exam Sore tongue Dry mouth Frequent sore throats Hoarseness Voice changes
Neck Lumps Swollen glands Goiter Pain Stiffness in neck
Breasts Lumps Pain or discomfort Nipple discharge Self-examination practices Date of last mammogram
Respiratory Cough Sputum
o Coloro Quantity
Hemoptysis Dyspnea
Wheezing Pleurisy Last chest x-ray Asthma Bronchitis Emphysema pneumonia Tuberculosis
Cardiovascular Heart trouble High BP Rheumatic fever Heart murmurs Chest pain or discomfort Palpitations Dyspnea Orthopnea Paroxysmal nocturnal dyspnea Edema
Past EKG Past Stress Test
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GI Trouble swallowing Heartburn Appetite Nausea Bowel movements Color and size of stools Change in bowel habits Rectal bleeding Black or tarry stools Hemorrhoids Constipation Diarrhea Abdominal pain Food intolerance Excessive belching or passing of gas Jaundice Live or gallbladder trouble Hepatitis
Urinary Frequency of urination Polyuria Nocturia Urgency Burning or pain on urination Hematuria Urinary infections Kidney stones Incontinence Males
Reduced caliber or force of urinarystream, Hesitancy, Dribbling?
Genital
Males Hernias Discharge from or sores on penis Testicular pain or masses Sexually active History of STDs
o Treatments Sexual habits
o Interesto Functiono Satisfaction
Birth control methods Condom use Exposure to HIV infection Last rectal exam Last prostate exam
Female Periods Regularity Frequency Duration
Bleeding b/t periods or after intercourse Last menstrual period Dysmenorrheal (pain during menstruation) Premenstrual tension Menopausal symptoms Postmenopausal bleeding Exposure to diethylstilbestrol (DES) during
pregnancy
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Vaginal Discharge Sores Itching Lumps Sexually active
STDs and treatments Number of pregnancies (See past medical
history)
Birth control methods Sexual preference
o Interesto Functiono Satisfaction
Dyspareunia Exposure to HIV infection Last PSA levels
Peripheral Vascular Intermittent claudication Leg cramps Varicose veins Past clots in veins
Musculoskeletal Muscle or joint pains Stiffness Arthritis Gout Backache Swelling Redness Pain Tenderness Limitation of motion or activity Timing of symptoms/Duration
Neurologic
History of trauma Fainting Blackouts Seizures Weakness Paralysis Numbness or loss of sensation Tingling or pins and needles Tremors
Hematologic Blood type Anemia Easy bruising or bleeding Past transfusions
Endocrine Thyroid problem Heat or cold intolerance
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Excessive sweating Excessive thirst or hunger Polyuria Change in glove or shoe size Sudden weight gain/loss
Psychiatric Nervousness Tension Mood Depression Memory changes Suicide attempts Mental health professional