Homeless Clinic Handbook

2005-2006

Last Updated: 29 August, 2007 12:57

 


TABLE OF CONTENTS

Introduction Purpose of this Handbook

Good Things to Know

Professional Etiquette

Culture of the Homeless Population

Forms

Seeing Your Patient

The Waiting Room

The Call Back

Temperature

Weight

Height

Vitals

Labs

SOAP Notes and Presenting The SOAP Note

Presenting

Taking a History

Basic Physical Exam

Follow-Up

Signatures

Completion of Forms

Cleaning Rooms

Leaving the Clinic

Appendices Common Abbreviations

Common/Chronic Illnesses and Infectious Diseases

English-Sp


Introduction

Congratulations on your decision to participate in the University Utah School of Medicine Homeless Clinic Program. Each Saturday, the Fourth Street Clinic on 4th South and 4th West is run on a volunteer basis. Local physicians volunteer their time to oversee things as medical students see patients and largely run things for the day.

The benefits of participating at the clinic are numerous:

Purpose of this Handbook

Understanding that new medical students may have a lot of questions about the art of seeing and treating patients, we have put together this handbook as a "crashcourse book o' basics". This book should provide you with answers to many questions about the homeless clinic, as well serve as a guide to the basics in providing excellent health care to this patient population.

Good Things to Know

Attendance Requirements

Participation at the homeless clinic involves the following commitment:

Signing Up

After you have signed the registration form, you’ll need to sign up for the weeks you plan on attending. Sign up at http://umed.med.utah.edu/get_involved/clubs/homelessclinic/attend/. We ask that no more than 8 students sign up per week. You'll notice that the weeks before tests fill up less quickly. This may be a great time to attend: you'll be able to see more patients!

Location and Directions

The homeless clinic is located on 4th West and 4th South (that’s 400 W and 400 S). The best way to get there is to go West along 3rd South until you reach 4th West. Turn South. You will pass underneath the freeway overpass. The clinic is on the right (West) side of the street just beyond the overpass. An entrance just South of the clinic leads to a fenced-off parking lot for our use.

Hours

When attending the clinic, you'll want to arrive a little before 9:00 AM. The doors open at 9:00 AM to patients, and you'll want a few minutes to get ready and to sign in. The sign-up sheet will always be at the front desk . It is important that you remember to sign in. Clinic doors close to patients at 12:00 noon, and you'll usually finish by 12:30 PM.

What to Bring

If you already have your own stethoscope, bring it--you'll need it and you may as well get accustomed to using your own. If you don’t have a stethoscope, the clinic does have a few, but they are not very sensitive. Also, if you'd like to bring your own ophthalmoscope, you’ll definitely have the chance to use it, but you won’t need to bring it as each room is equipped with ophthalmoscopes, blood pressure cuffs and otoscopes.

Also remember to wear your white lab coat and your nametag.

Professional Etiquette

Dress code

Looking professional is an important part of providing good patient care. Be sure to dress sharp. DO NOT wear your white coat. Wear slacks and a nice shirt. Jeans are not appropriate. For men, a tie is not recommended. Always remember your nametag.

Relations With Staff

One of the biggest advantages of attending the Homeless Clinic is the opportunity to see how health care professionals interact with one another and how medical students fit into this scheme. You'll have to figure out your place in this system sometime before 3rd year and now is as good a time as ever. You will be presenting cases to physicians (See the section on Presenting), asking questions of PAs (physician assistants), and technicians, and working side-by-side with upperclassmen as well as residents. The main thing to remember is to treat everyone at the clinic with a great deal of respect regardless of their position and they in turn will not eat you for lunch, a guarantee that can't be made during 3rd year rotations! Actually, everyone at the clinic is very friendly. They know we're just starting out and they take that into consideration. You'll normally be teamed up with a 2nd or 3rd year, so if you have questions, don't worry, you won't be alone.

Professionalism with Patients

Even though you're just getting started as a health care provider, it's important even at this stage of the game to be professional. This can be accomplished by respecting the patient. Respect their time. This may be an excellent chance to practice examination techniques, but don't perform a full neurological exam on someone with a chief complaint of a foot fungus, going on the erroneous assumption that the patient has nothing better to do all day. Most patients are very compliant and won't say anything because, hey, this is free health care for them; but a happy medium must be reached. This is a judgment call on your part. Using good judgment, take advantage of the opportunity to do physical examinations. A good rule of thumb is to always ask the patient if they have time for you to perform an examination even though it is not related to their chief complaint. Little things like how you dress, avoiding slang, and addressing the patient with confidence can also help portray professionalism. When seeing patients of the opposite sex, be sure to always have a chaperone present.

It's important not to be critical or judgmental about a patient's behavior. You'll be seeing a lot of drug abusers and treating problems secondary to this problem. We're there to treat the patient, not to preach to them. It's one thing to recommend to a patient that they need to quit doing harmful drugs; it's another to berate them for a behavior they already know is harmful.


Culture of the Homeless Population

The most important thing that you can know about the homeless culture is that they are not all that different from you. Most medical students get financial aid to pay for everything from tuition and $100 textbooks (ugh!) to The Police’s new "Classics" CD. We get that money because somebody has faith in us that we will pay it back. What if that trust were gone? Not only that trust, but the support of family and friends that surround you and could help you. A sobering fact to keep in mind is that the net worth of the average medical student is lower than that of the average homeless person (most homeless people don’t have much debt). So why are they homeless and you’re not? Most of it has to do with earning potential, job stability, a lack of affordable housing in Utah, and sometimes personal characteristics.

Lack of income is a major problem for the homeless. The average wage of the homeless culture in Utah is about $70.50/month. Most are employed (60%) because of the favorable job market and low unemployment but not at wages high enough to get into housing. Still, many of the homeless quickly find better jobs and move on. The number of people who are homeless at some point during a given year is almost 10 times higher than the number of people who are homeless for the entire year - turnover is very high. What usually happens is that a given individual who has an apartment suddenly loses their job and has no savings. Apartment owners fear losing rent from someone who is barely scraping by and evict their tenants. Now the evicted individual must find a job without being able to write down a permanent residence and get an apartment without being able to write down a place of employment - not an easy thing to do. One survey found that to get into 52% of the federally assisted low income housing, one needed to meet a minimum income requirement which was usually two to three times the rent! Still, most people are able to do it in a few months time. The problem can be compounded by having a family to support.

The housing market in Utah is actually quite good…if you’re selling. Utah’s housing market inflation has outpaced the national average consistently for the past 6-7 years. In 1994, Ogden reported an 8.6% increase in housing costs (compare that to the 1-2% rise in cost of living nationally due to inflation and you can begin to see why affordable housing is lacking in Utah). Vacancy rates in Utah have fallen from 20% in 1986 to about 4 % in 1996 (landlords with waiting lists of people to get into apartments don’t have much of an incentive to lower the rent). Most of the homeless population could afford to pay $150-$200/month for subsidized housing, but there’s not enough such housing available.

The last reason for homelessness has to do with personal characteristics. This doesn’t mean that all homeless people have tweaked personalities, but there is a defined percentage that do. This is this segment of the homeless population that tends to remain homeless for longer periods of time. They consist mostly of the mentally ill or drug and alcohol abusers. Many of these people end up homeless because of circumstances they can’t control without some form of help. Currently 30% of the homeless population is considered to be mentally challenged in some form or other and efforts are being made to help these individuals. Richard Lamb explained the huge amount of mentally ill within the homeless population in a report titled Homelessness: "It is my feeling, however, that problems such as homelessness and criminalization of the mentally ill are not the result of deinstitutionalization per se but rather of the way deinstitutionalization has been implemented. A lack of understanding of the needs of the chronically mentally ill, plus the unplanned discharge of hundreds of thousands of mentally ill residents of state hospitals into inadequately prepared communities, added up to disaster." It is estimated that up to 40% of the homeless population suffer from alcohol abuse and 10-20% suffer from some form of drug abuse (it should be noted that many individuals become abusers of drugs and alcohol after becoming homeless).

The following is a list of risk factors that might lead to homelessness:

1) 50% or more of your income is spent on rent.
2) You have no support from family or friends.
3) You are a drug or alcohol heavy user or abuser.
4) There is domestic violence in your home.
5) Your employment is unstable
6) You have a bad relationship with your landlord.
What is the average homeless person like? It has been estimated that there are between 2000-3000 homeless individuals at any one time in Salt Lake (in 1986 that number was around 500). 75% are Caucasian, 10% are African American , 9% are Hispanic, 4% are Native American, and 1% consist of Asian or other multiracial groups. 63% are single males, but that percentage is being invaded by the increasing numbers of homeless women, children, and families. 65% of the homeless population sleeps in shelters and another 10% in outdoor camps. 7% sleep in vehicles and 4% sleep on the streets. Homelessness increases in the summer due to an increase in immigration to Utah. The median age of the average homeless person is estimated at 35-36. A survey of homeless children found that a majority were hungry most of the time and that only 11% had three meals per day (35% had one meal, 14% had one snack, and 10% had nothing). A study of homeless women found that about half had graduated from high school or passed a GED and half had not.
Health is a big concern for the homeless. Not only does bad health affect how they feel physically, but in many ways it prevents them from obtaining employment. A columnist Lois Collins explained the problem for an individual she met. "He searched for work but couldn’t find it. And he knew why. His teeth were visibly rotting, the result of poor nutrition and hygiene. ‘Life is like that,’ he said, ‘when you live on the streets. No one actually said, ‘Greg, I won’t give you a job because you haven’t seen a dentist in who knows how long.’’" Basically, homelessness compounded with bad health is a double whammy almost too strong to break out of.

The most common illnesses that affect the homeless are infections and injuries. For children, this consists of respiratory problems and ear and eye complaints. Common complaints among adults include acute respiratory illness, acute and chronic musculoskeletal disorders, dermatological conditions, cardiovascular problems, podiatric problems, substance abuse problems, and lacerations/abrasions. Tuberculosis is 25 to 100 times more prevalent in the homeless population which amounts for about half of the total cases seen in Utah every year.

A recent survey evaluated the homeless’ own perceptions about their health. 71.6% of respondents said that they felt they were in good health, 22.6% said they had not been sick at all in the past year, 35.1% said they had been sick once within the past year, 25.0% said they had been sick three or more times, and 28.7% said that they had a serious or life-threatening illness within the past year. 31.5% of respondents indicated having a current chronic illness. Interestingly, a unique section of the younger population (in their 20’s) tended to get sick more often than any other segment of the homeless. There was no statistical difference between men and women’s health. Having some form of employment correlated highly with better health. Most of the women surveyed (63.9%) had access to some form of pre-natal care.

Anyone who has been down to the Homeless Clinic can tell you how sincerely grateful most patients are to receive help. Most realize that they might have to wait a while and they might get poked by a few medical students, and most are very patient about it (they’re actually a lot more patient than most of the people physician’s see in practice). The homeless are wonderful people. Everyone runs into "that one case" about the man chasing Dr. X down the hall with a syringe, but the fact is that if you love the people, they’ll love you back. On a final note, the following is what a group of homeless youths said to the rest of Utah:

"I really need your help."
"I hope someone cares enough about my needs."
"Help the kids out there on the street."
"It’s almost impossible to survive while waiting for food stamps.
"Time is the killer."
"The depression is bad."
"Help the ones that want help for themselves and hope the others come too."
"A lot of us need help getting by without getting involved in the drug scene."
"Let the average person know we are not hoods - we are not criminals or bad people - just unfortunate."

Most of this information comes from a block grant called the Consolidated Plan. It is available from the state from the Department ofCommunity and Economic Development, Division of Community Development. A copy may be available at the Homeless Clinic.

Forms

As you work at the Fourth Street Clinic, you’ll encounter several forms that you’ll want to be familiar with. Examples of these forms are given on the following pages. (In addition, there are other forms used by the regular staff which may be included in your patient’s charts. You do not need to know how to fill these out, so examples of them have not been included.) Those forms with which you will be dealing include the following:

Examples of each form have been included at the end of each section. The numbers on the forms correspond to the instructions provided below on how to fill out each form.

How forms are used (overview)

Intake forms (a.k.a. long forms) are initially filled out by the staff receptionists in the waiting room. They fill out the top part of the form which deals with insurance and address information. The receptionist then pulls the patient’s chart, clips the intake form to the front of the chart and places it in a pile on the clinic counter. You then take the chart on top of the pile and pick up two copies of the Xeroxed SOAP/Progress notes (also on the counter.) One SOAP/Progress note is used to record the patient's vitals and to take notes during your history and initial examination (kind of a rough draft-type thing). After you have "presented" to the attending physician, and completed the examination and treatment, you write up your "soap note" on the second SOAP/Progress note. Then you complete the Intake Form. You sign both the final SOAP/Progress note and the intake form and take them to the attending for signatures before returning them to the manager at the counter. At that point, you are done and ready to grab the charts for a new patient. Be sure that the manager has checked all your forms before you leave for the day.

If that brief run-through of the forms made your head spin, don’t worry about it: it will all make sense after having gone through the process once. The most important thing to remember is to have a manager check over your forms before you leave for the day.

Intake form

IMPORTANT: Never throw away an intake form, even if you make a mistake or the patient leaves prior to completion of the examination. The forms are numbered consecutively and must all be accounted for. If a blatant mistake is made or the patient leaves, write "VOID" across the form and submit it with the patient's chart.

The top part of the form (filled out by the receptionist) includes basic information such as name, birth date, social security number, etc. The receptionist will also have asked questions relating to the patient's use of alcohol/drugs, whether or not they are employed, and where they are currently residing. In the upper left hand corner of the form is listed the patient's chief complaint (CC), or why they have come to the clinic that day.

The rest of the form (filled out by you) needs to be completed in eight areas (see example form on the following pages.)

SOAP/Progress Notes (see page 15 for instructions on filling out SOAP Notes)

Remember to grab two of these before you call the patient back from the waiting room. The first note is your scratch paper to record vitals, take notes during the history, etc. The second note is for the final SOAP Note of the patient's visit (see example form.) The following needs to be completed:
 

Blue progress sheet

We have currently been told not to fill this out, but to be familiar with it, a copy has been included. This sheet is blue and covers the yellow copies of past intake forms bound to the left side of the chart. Ideally, this sheet should reflect a summary of past visits.

Prescription form

These can be found in the attendings' room and should only be filled out by request of the attending. These normally will only be filled out in the case that sample meds are not available. The form has three copies. The pink and yellow copies of the form go to the patient, and the white copy is returned to the manager with the completed intake and chart when the patient's visit is over. The following must be completed:
 

Referral forms

There are two referral forms, examples of which follow. One is entitled "WHHP Care Coordination Request Form" and is used to schedule an appointment through the care coordinator of the clinic. This form needs to be left on the desk of the care coordinator to ensure scheduling of the referral. The other is a referral form to send a patient to the ER. Both forms need to be filled out under supervision of the staff provider at the clinic.

Lab form

The only labs you may be doing are a urine pregnancy test, a urine analysis, and a finger stick/glucose test (See page 14 for instructions on doing these labs). The completion of these labs must be recorded on the lab form where appropriate (1). Be sure to include the patient's name and chart number, and the date (2). (3) Under "LAB," initial if you performed the lab. The attending initials under "PROVIDER." "RECORDS" is left blank. Be sure to also check the intake form where appropriate.

Injection Log

Any injection given (under supervision of the attending) must be recorded in the injection log. The form is mostly self-explanatory. The "Lot #" of each drug is listed on the bottle used.


Seeing Your Patient

The Waiting Room

When a patient enters the homeless clinic, they are instructed to "sign-in" on a sign-up sheet at the front desk. After this is done, an intake form (see Forms section) is completed on each patient by front desk personnel. Next, the patient’s chart is pulled if the patient has been to the clinic before or put together from scratch if the patient has not. Although students are not allowed to complete the intake forms, you can save the front desk some time if you volunteer to pull some charts or make them up. Stored charts are located in the room immediately behind the front desk in giant rolling filing walls. Yes, you may play with them, but try to limit yourself to 5 min. as there will be many other students who would like to play with the rolling wall files. Intake forms will be placed inside the patient’s chart and placed in a stack on the front clinic desk.

The Call Back

Before you can call the patient back, you must be sure you have done the following:

Drum roll. Take one chart with an intake form and call that patient back for examination. Before calling the patient back, read the patient’s name carefully; try to get the pronunciation right. Make sure you already know what the patient’s chief complaint is (should be at the top of the intake form) and any other medical information you feel will help you in taking your history. Open the door to the patient waiting area and call the patient’s name.

Temperature

Before taking the patient back to the examination room, you will record temperature and weight. Thermometers are located on the main clinic desk. Temperatures are taken on the tympanum with a digital thermometer. Slide a plastic hood onto the thermometer until you hear it snap. Next, place the thermometer inside the ear far enough that a reading from the tympanum can be taken (this does not mean that the thermometer needs to touch the tympanum). Push the blue button on the right side of the back of the thermometer (not the big one on the back). A digital reading will appear on the display. Remove the plastic hood by holding the thermometer over a garbage can and pushing the large blue button in the middle of the back of the thermometer. Try to be aware of any extra auditory discomfort that the patient might have before taking the temperature (e.g. if a patient’s right ear is infected, take the temperature in the left ear). This should not be a difficult procedure. Practice this on a fellow student before trying it out on a patient (you can try to practice on one of the attendings and you get a free doughnut if they let you). Unfortunately, we do not take rectal temperatures on adults at the homeless clinic.

Weight

Weight is measured with the scale located just inside the waiting room. Be sure to remove all heavy clothing before weighing them and be sure when you ask the patient their previous weight (for comparison purposes). A dramatic change in weight can mean some type of pathology or that the patient on some really great weight loss program. If you need instructions on how to operate the scale, please leave the clinic right now.

Height

The patient’s height should be measured if it is their first visit to the clinic. Once it has been recorded in the chart, we can assume that their height will remain the same, and it shouldn’t be measured again.

Vitals

A word about vitals. A long time ago someone decided that heart rate, blood pressure, and respiratory rate were really, really, really important (hence the name vitals). Let it be said that whoever came up with this gross categorization was right on! Vitals are vital! Do not skip vitals because someone comes in for a prescription refill (do, however skip the rest of the physical unless otherwise indicated). Do not skip vitals when someone has a small scratch and needs a Band-Aid. In other words, never skip vitals!

Heart Rate:

Heart rate is most commonly measured using the radial artery at the most distal part of the antebrachium (it enters the wrist/hand on the anterolateral surface). It is usually measured with the pads of the index and middle fingers (that’s 1st and 2nd digits). The "pulsing" of blood felt with the radial artery should be measured for 15 seconds and multiplied by four. Please don’t forget the multiplication, otherwise it will scare the attendings. Is it O.K. to take a pulse for 20 seconds and multiply by three or to take a pulse for 30 seconds and multiply by two? Absolutely not!!! Just kidding. If you are unsure about a measurement, repeat it on a different appendage. Peripheral pulses are a good indicator of circulation, but a strong pulse is necessary to estimate a patient’s heart rate. Report the heart rate under the "HR" section of the SOAP note. Blood Pressure: Blood pressure can sometimes be challenging to measure, but it is very important to get right. Blood pressure cuffs are located in each room. To measure the patient’s blood pressure, place the cuff on one of the patient’s arms above the elbow. Now, place the stethoscope over the brachial artery just above the cubital fossa. Listen to make sure you can hear the pulse. Inflate the cuff until you cannot hear pulsations from the artery, then inflate 10-20 psi above that point. The point at which pulsations stop correlates with the systolic pressure. It is normally anywhere from 115-140. That means that the highest you’ll want to inflate a cuff is about 160. You may have to make exceptions to this if the patient has really high blood pressure. Once you have inflated the cuff to beyond the systolic pressure, slowly release the pressure at about 5psi/second while listening carefully with your stethoscope. You should hear no sound as you begin deflating the cuff. As the pressure lowers, you will start to hear pulsations. Be sure to note the exact pressure at the point you start to hear pulsations. Keep letting off pressure, do not stop when you begin to hear pulsations. You will continue to hear pulsations until you reach the diastolic pressure (the second number) at which point the pulsation noises disappear. You may now release all the pressure in the cuff and write down the pressure (e.g., 120/80) under the BP section of the SOAP Note sheet. If you are unsure about your measurement, repeat the procedure. The patient may be sitting, standing, or lying down but the position must be indicated on the SOAP note sheet. Respiratory Rate: If you’ve ever wanted to be sneaky, here’s your chance. Respiration is a voluntary activity, but we rarely think about it. Because of the voluntary aspects of respiration, it is necessary to measure your patient’s respiration without them knowing you are doing it. It is usually done while taking the heart rate. Take the heart rate for 15 seconds, but don’t take your hand off your patient’s wrist. Now, quit counting pulses and start counting breaths. It’s best to look at the rise and fall of the chest, but even this can be difficult. Count breaths for 15-30 seconds and multiply accordingly (and you thought you were done with math!). You may or may not reveal your sneakiness after your measurement. Report respiratory rate under the "RR" section of the SOAP note. Labs

Urine Dip

Ever wanted to know the origination of the word "dipstick"? A urine dip is an extremely useful test to use in diagnosing a plethora of problems - diabetes and urinary tract infections are some of the most common. The urine containers are located in the lab/medications room on the right hand wall as you walk in. They are in the center below the counter. The paper used to measure the contents of the urine (also known as a dipstick) is located in one of the drawers below the same counter.

Take out a urine cup and give it to your patient. Instruct your patient not to place the urine cup into the stream of urine until it is flowing regularly. This is important for limiting the residues that can be present on genital surfaces from entering the urine cup. The urine sample should be obtained in the bathroom (I hope you didn’t need to know that).

After the urine cup has been filled, dip the "dipstick" in the urine. The results can be read immediately with the key printed on the dipstick container. Write the results on one of the lab forms described in the Forms section of this manual. Congratulations on doing a urine dip and be grateful that we can examine urine this way and not have to measure it like physicians of old…with your tongue!!! (although if you would like to confirm you findings with the dipstick…).

Hemoglobin If you need to measure hemoglobin, ask a second year manager or physician to assist you with the procedure. The equipment is located in the supply room and the patient will have to donate a small drop of blood acquired by a finger stick.

SOAP Notes and Presenting

The SOAP Note

You'll find that excellent communication skills are part of the foundation of every good health care provider. It is essential to be able to present a large body of information in a clear, concise manner. For this reason, when documenting a patient's visit, providers follow a format known as the SOAP note. You'll be writing literally thousands of these over the course of your career.

SOAP is an acronym for Subjective, Objective, Assessment, and Plan. After taking the patient's history and asking all the pertinent questions, find a comfortable spot in the lounge and take a few minutes to write the SOAP note.

The SOAP/Progress Notes form has the following information on the top: today's date, patient name, DOB, BP, Temp, Heart Rate (HR), Respiratory Rate (RR). The rest is a blank, lined sheet. Along the left side, write a large "S", "O", "A", and "P". Here's what to include after each.

Subjective: Under "S", you write the patient's story, normally in his or her own words. You might write something like, "I've had a dull burning ache in my side since last week", or "I've got a cough that won't go away". This is also a good place to include relevant past medical history.

Objective: "O". This is the place to put everything that can be observed, measured, put into numbers, or is just solid fact. A good way to start with "O" is, "Patient is a 35 year old Caucasian male…" Include in this section the results of any exam performed, labs run, or procedures conducted. Examples include findings of lung ausculations, palpations of the abdomen, heart sounds, etc.

Assessment: "A". Your conclusions about the findings. What is your diagnosis? For example, "Irritable bowel syndrome", or "second degree burns on dorsal surface of right foot". If a patient's complaints are multiple, and you assess multiple problems, number each one. For example:

Plan: "P". This is your treatment plan. What is to be done about each item listed in your assessment. Please number these so they correspond to the respective assessment. For example (continuing with the previous examples):
  The Plan should list any treatment given, meds prescribed, follow-up plans, and return appointments.

Keep in mind that the purpose of the SOAP note is to clearly and concisely document all information pertinent to that patient's visit. Each time that patient returns, the provider seeing him or her that day will quickly review the chart and will want to be able to quickly and easily assimilate all the important information about the previous visit. That means write only the important information, but ALL of the important information. Details are important. Writing an effective SOAP note will not only help providers seeing this patient in the future, it will also help you get your thoughts organized for the presenting of your patient to the attending.

Once you've organized all the information on your patient, you'll present it to a physician so he/she can help you with the diagnosis. Chances are, you won't know exactly what's wrong with the patient, and that's perfectly OK at this stage in the game. That means you probably won't be able to finish your SOAP note before presenting. That's OK too. Just do as much as you can; you can at least get the S and O. The doctor may have to help with the A and P.

Presenting

Just as writing a concise SOAP note is important, making a clear, concise presentation is also all-important. Before you present for the first time, you may want to practice once or twice with a second-year. It's not unforgivable to tell the doctor that this is your first time presenting and you're really not sure what you're doing at all. (P.S. This would be a bad thing to do during your 3rd year, so take advantage of it now.)

When presenting, start out by saying, "Patient is a 27 year old African-American female presenting with a chief complaint of________." You've just covered "S". Move on to "O". As concisely as possible, present the relevant findings of your exams and history. When you're done, the doctor may ask you a few questions. Answer to the best of your ability, and hey, why not take a stab at a diagnosis. If you miss the mark, the doctor will make sure the correct diagnosis is eventually made.

After your presentation, the doctor will want to see the patient with you. They will typically ask the patient a lot of the same questions you did. They'll arrive at a diagnosis and, together, you'll work out a plan for treatment. After implementing the treatment, take a few minutes to complete the SOAP note, and give it to the doctor for approval. They'll sign it and you're done!

At the bottom of the sheet, be sure to sign the sheet, with "MSI" after your name.


Taking a History

NOTE: (The information in this section and the section "The Basic Physical Exam" is included in a more condesed, concise, and xeroxable form in the appendix labeled "Cards")

Taking a patient history is an art that you will be developing during the next four years. The taking of a complete and accurate history is an important step in arriving at a precise diagnosis. In fact, having taken a thorough medical history, a physician can arrive at the correct diagnosis 75% of the time. That’s without ANY labwork! Anytime a patient comes into the clinic for the first time, you should take a complete medical history (i.e., one that includes all of the components listed below.) If the patient comes to the clinic frequently, or has a chart already, the history can be restricted to the problem at hand.

The overall history includes the following components:

The Chief Complaint

The CC is the principal symptom that led the patient to seek treatment on a particular day, and its duration. Examples include: "pain in my stomach of two days duration", or "chills and fever for the last 24 hours".

The History of the Present Illness

The HPI focuses in more detail on the CC and the current medical situation. This is recorded in chronological order and should be in the patient's own words as much as possible. The HPI should include the following information about the medical problem:

In addition, the HPI includes a general assessment of constitutional symptoms such as fever, chills, sweating, loss of appetite, weight loss, change in sleeping patterns, fatigue, etc.

The Past Hx

This is intended to give a background of information which might provide some clues to solving present medical problems. The Past Hx includes the following:

The Social Hx

This includes information regarding lifestyle, which can also provide clues for diagnosis. Questions should be asked regarding:

The Family History

The Family Hx provides information regarding other members of the family. This information might give clues into illnesses which have elements of inheritance. The areas which should be included in the Family Hx are:

The Review of Systems

The review of systems is a detailed inquiry into all physiological systems of the body. Again, this extensive review is mostly done in its entirety only when the physician needs a thorough introduction to a new patient. Usually, you will be seeing patients who have already been to the clinic several times, so you may ask briefly about all systems, but ask extensively only about the system(s) pertaining to the patient's medical problem(s). Review of Systems includes:

Constitutional Symptoms: usual weight and recent change, weakness, fever, chills, night sweats, fatigue, malaise, hot/cold intolerance, change in appetite

Skin: texture, rashes, itching, hives, sores, eczema, bruising, jaundice, pallor, cyanosis, change in color, dryness, lumps or growths, hair loss, hair dyes, abnormalities of nails, status of moles

HEENT:

  • Head--dizziness, headaches, pain, fainting, head injury, stroke
  • Eyes--visual acuity, double or blurred vision, change in vision, spots or specks or flashing lights, pain, inflammation, redness, glaucoma or cataracts, glasses or contact lenses, excess tearing or discharge, sensitivity to light
  • Ears--auditory acuity, earaches, discharge, Hx of infection, tinnitus, pain, use of hearing aids, vertigo
  • Nose--post-nasal drip, obstruction, nasal stuffiness, trauma, nosebleeds, frequency of colds, hay fever, sinus pressure
  • Throat (and mouth)--soreness or dryness of mouth or tongue, burning of tongue, condition (including bleeding) of teeth/gums, frequency of sore throats, hoarseness, change in voice, lumps or goiter, pain or tenderness, swollen glands, trouble speaking, use of dentures
  • Respiratory: Cough, sputum (color, consistency, odor, amount), pain on inspiration/expiration, asthma, chronic obstructive pulmonary disease, pneumonia, tuberculosis (past tests or exposure), past acute lung infections, pleurisy, bronchitis, hemoptysis (spitting of blood), smoking habits, wheezing, last chest X-ray

    Cardiac: chest pain or discomfort, palpitations, heart trouble, high blood pressure, rheumatic fever, heart murmurs, orthopnea (discomfort in breathing), dyspnea (shortness of breath), paroxysmal (sudden) nocturnal dyspnea, pedal edema, claudication (limping) or pain in legs when walking, varicose veins, coldness of extremities, loss of hair on legs, discoloration of extremities, past myocardial infarction, past electrocardiogram or other test results

    Breasts: lumps, nipple discharge, pain or discomfort, tenderness, self-exam

    Gastrointestinal: appetite, nausea, vomiting, hematemesis (vomiting blood), flatulence, regurgitation, indigestion, dysphagia (difficulty swallowing), abdominal pain, change in abdominal size, heartburn, jaundice, hepatitis, food intolerance, excess hunger or thirst, bowel movements (frequency, diarrhea, constipation, change in appearance), melena (black stool due to blood), hemorrhoids, rectal bleeding, hernia, Hx of liver or gallbladder disease

    Genitourinary: frequency and urgency of urination, polyuria (excess urine output), dysuria, nocturia, incontinence, difficulty starting or stopping stream, change in color or clarity of urine, burning or pain on urination, hematuria (blood in urine), libido, Hx of venereal or kidney disease, [men] testicular pain, change in shape or size, hernias, discharge from or sores on penis, [women] menstrual periods (age of onset, regularity and length of cycle, duration and amount of flow), dysmenorrhea, intermenstrual bleeding, bleeding between periods or after intercourse, premenstrual tension, date of last period, vaginal discharge or itching, sores or lumps, use of contraceptives, parity (pregnancies, deliveries, still-births, living children), age of menopause, postmenopausal bleeding, last pap smear and result, Hx of breast or uterine or cervical cancer, exposure to DES (diethylstilbestrol) if born before 1971

    Neurological: lightheadedness, vertigo, headache, syncope (loss of consciousness), convulsions, weakness, unsteadiness of gait, paralysis, paresthesias (numbing or tingling), loss of sensation, abnormalities of speech, tremors, loss of memory, disorientation, Hx of strokes

    Musculoskeletal: muscle or joint pain or stiffness, muscle wasting, swelling or redness, limitation of motion, deformities, arthritis, gout, backache (location and symptoms)

    Psychiatric: nervousness, tension, mood, depression, Hx of nervous breakdown, hallucinations, delusions, loss of memory or confusion, change in personality, sleeping patterns

    Hematologic: pallor, anemia, transfusions, jaundice, enlarged lymph nodes, enlarged spleen, excess bruising or bleeding

    Endocrine: goiter, Hx of thyroid trouble or diabetes, heat or cold intolerance, excess sweating, exopthalmos (bulging eyes), voice change, excess hunger or thirst, polyuria (excess urine output), change in body weight or contour, libido, hair distribution and amount


    Basic Physical Exam

    Once the complete history has been taken, you will want to do an initial, basic physical exam before presenting to the attending. The full exam includes all systems mentioned in the review of systems; however, at the clinic, you will be performing only the parts of the exam relevant to your patient. In other words, if someone comes in with a laceration on their foot, don’t do a neurological exam on them! To put the question in everyone’s mind to rest: no, you will not be doing many rectal exams at the clinic.

    What follows is a description of a full physical exam. You may use this as a reference. Look up that part of the exam that would be useful to your patient’s problem. Any abnormal findings should be recorded. Necessarily, all abnormal possibilities have not been listed.

    Patient is sitting, facing physician.

    1) General appearance--obese or abnormally thin, acutely or chronically ill, sweating or otherwise uncomfortable, state of nutrition, deformities, appearance suggestive of specific disease

    2) Vital signs

    3) Skin, hair, nails--Inspect when appropriate during exam.

    4) Head--Inspect for scars, open sores. Palpate nodes.

    5) Eyes

    6) Ears 7) Nose 8) Mouth Physician moves behind sitting patient.

    9) Neck

    Physician begins in front of sitting patient and then moves behind patient.

    10) Chest

    With patient in the supine position, physician moves to the right side.

    11) Heart

    Note: There are two normal heart sounds, called S1 and S2. Listen for murmurs (a swishing sound) or additional heart sounds Any third or fourth sound is abnormal. Note location and timing of any abnormal heart sound.

    12) Breasts

    13) Abdomen 14) Extremities Patient sits and then walks.

    15) Neurological Examination

    Patient stands.

    16) (Male) Genitalia (use glove)

    Patient bends over examining table.

    17) (Male) Rectum and Prostate (use lubricant)

    Patient supine.

    18) (Female) Pelvic exam


    Follow-Up

    Signatures

    Signatures are one of the easiest yet often forgotten tasks involved with the homeless clinic. They are incredibly easy to obtain, but if forgotten, they can cause managers and other homeless clinic workers to run for the aspirin bottle. Medical students lack two small, yet important letters after their name which makes their legal accountability pretty much negligible (not, however absent). This is good for the medical students, but accountability is something that the homeless clinic records must have. Therefore, please make sure that your SOAP note and intake form are signed by a physician before turning them in. Each form should be signed at the bottom (there is an actual space indicated on the intake form).

    Completion of Forms

    If you are unsure about how to fill out a form properly, please consult the Forms section. After you have finished with the patient’s record, give it to one of the managers or place it in a pile at a location of the managers discretion. The managers will check over each patient’s records to be sure everything is correct. There are common mistakes (like forgetting to date the intake form) but none of them are serious as long as you don’t leave before your patient’s records are double checked (if you need to leave right away, please inform the managers so they can look over your patient’s records first).

    Cleaning Rooms

    All of the patient’s rooms should be clean when you arrive at the clinic. Keeping the rooms clean during the clinic can facilitate the final cleanup when the clinic closes. After finishing with a patient please do the following:

    Leaving the Clinic

    Generally, you should expect to be at the clinic until about 2:00 PM. Depending on how many patients need to be seen and how many medical students attend on any given day, you might leave as early as 1:00 PM or as late as 3:00 PM. If you need to leave early, no problem. The most important thing to remember when leaving the clinic is to let the managers know that you are going. That way, all of your patient’s records can be examined and checked before you leave. Be sure to sign the roll before leaving and please leave any pens or pencils that you grabbed during the day at the clinic.


    APPENDICES

    Common Abbreviations

    Common/Chronic Illnesses and Infectious Diseases

    This section has been included to provide a very basic reference of the most common illnesses you’ll be seeing at the clinic. The book Griffith's Five-Minute Clinical Consult is available for reference at the clinic and is an excellent resource to confirm a probable diagnosis (good to use while waiting to see the attending!)

    Diseases of HEENT (Head, Eyes, Ears, Nose, Throat)

    URI (Upper Respiratory Infections) Respiratory Diseases
    Skin Diseases Genitourinary Diseases

    Gynecological infections, acute (female)

    Gastrointestinal Other Diseases ENGLISH-SPANISH DICTIONARY

    EnglishSpanish

    abnormal = abnormal
    abortion = el aborto
    abscess = el absceso
    accident = el accidente
    ache = el dolor
    addict = el adicto
    affected = afectado(a)
    afternoon = la tarde
    again = otra vez
    age = edad
    alcohol = el alcohol
    allergy = la alergia
    always = siempre
    anemia = la anemia
    ankle = el tobillo
    another = otro(a)
    antibiotic = el antibiotico
    appendix = el apendice
    appetite = el apetito
    appointment = la cita
    arm = el brazo
    arteries = las arterias
    arthritis = el artritis
    asthma = el asma
    aunt = la tia
    (to) awaken = despertar(se)
    back = la espalda
    bad (badly) = malo(a) (mal)
    Bandaid = la curita
    bathroom = el bano
    bed = la cama
    belly = la barriga, la panza, el vientre
    (to) bend over = doblar
    better = mejor
    birth = el parto
    birth control = control de la natalidad
    bladder (urinary) = la vejiga
    blanket = la colcha
    blister = la ampolla
    blood (in urine) = la sangre (en la orina)
    blood cells = los globulos
    blood pressure = la presion
    bone = el hueso
    (to be) born = nacer
    brain = el cerebro
    (to) break = quebrar
    breast (breast feed) = el seno (dar el pecho)
    (to) breathe = respirar
    bronchioles = el bronquio
    brother = el hermano
    burn = la quemadura
    chest = el pecho
    chicken pox = la varicela
    child = el nino(a), el nene(a)
    chills = los escalofrios
    chin = la barbilla
    cholesterol = el colesterol
    chronic = chronico
    circulation = la circulacion
    circumcision = la circuncision
    clavicle = la clavicula
    clinic = la clinica
    clothing = la ropa
    cold (temperature) = el frio
    cold (health) = el resfriado
    colon = el colon
    comfortable = comodo(a)
    condition = la condicion
    condom = el condon
    constipated, to be = estar alinado, estrenido
    contagious = contagioso
    contraceptive = anticonceptivo
    convulsion = la convulsion
    cortisone = la cortisona
    cough = el tos
    cousin = el primo (la prima)
    cramps = los calambres
    dangerous = peligroso(a)
    daughter = hija
    dead = muerto(a)
    deaf = sordo(a)
    (to) defecate = obrar
    dehydration = deshidracion
    depressed = deprimido(a)
    diabetes = el diabetes
    diagnosis = el diagnostico
    diaper = el panal
    diarrhea = la diarrea
    diet = la dieta
    difficulty swallowing = la dificultad al tragar
    disease = la enfermedad
    dizziness = los mareos
    dizzy = mareado(a)
    dose = la dosis
    drug = la droga
    dry = seco(a)
    ear--outer/inner = la oreja/el oido
    (to) eat = comer
    elbow = el codo
    emergency (ER) = emergencia (sala de emergencia)
    environment = el ambiente
    exam = el examen
    (to) examine = examinar
    exercise = los ejercicios
    eye = el ojo
    eyebrow = la ceja
    face = la cara
    fainting (to faint) = los desmayos (desmayar)
    family = la familia
    fast = rapido
    fat = gordo(a)
    father = el padre
    fatigue = la fatiga
    feces = los heces
    (to) feel = sentir
    fever = la fiebre, la calentura
    finger = el dedo
    first = primero(a)
    fist = el puno
    foot = el pie
    forehead = la frente
    fracture = la fractura
    Friday = el viernes
    friend = el amigo(a)
    gall bladder = la vesicula biliar
    gas = el flato
    genitals  los genitales
    (to) get better = mejorarse
    (to) get well = sanarse
    gonorrhea = la gonorrea
    good (well) = bueno(a) (bien)
    grandfather/mother = el abuelo/la abuela
    grandson/daughter = el nieto/la nieta
    green = verde
    (to) grow = crecer
    hair = el pelo
    hand = la mano
    happy = feliz
    hard = duro(a)
    hay fever = la fiebre de heno
    head (headache) = la cabeza (el dolor de cabeza)
    health = la salud
    heart = el corazon
    heat = el calor
    hemorrhoids = las hemorroides
    high = alto(a)
    hip = la cadera
    hives = las ronchas
    hoarse = ronco(a)
    hospital = el hospital
    hot = caliente
    how = como
    how much = cuanto
    hunger = el hambre
    (to) hurt = doler
    husband = el marido
    ice = el hielo
    infection = infeccion
    ingrown (nail) = encarnado(a)
    injection inyeccion
    insomnia = el insomnio
    intestine = el intestino
    itch = el picazon
    joint = la cojunctura
    kidney = el rinon
    knee = la rodilla
    laxative = el laxante
    leg = la pierna
    lips = los labios
    liquid = el liquido
    (to) live = vivir
    liver = el higado
    (to) look at = mirar
    (to) lose weight = bajar de peso, adelgazar
    lotion = la locion
    low = bajo(a)
    lungs = los pulmones
    malaria = el paludismo
    malignant = maligno(a)
    malnutrition = desnutricion
    measles (German) = la sarampion (aleman)
    medication = el medicamento
    medicine = la medicina
    menstruacion = la menstruacion
    miscarriage = el aborto accidental
    mole = el lunar
    Monday = el lunes
    morning = la manana
    mother = la madre
    mouth = la boca
    mucous = la mucosa, el muco
    mumps = las paperas
    mute = mudo(a)
    name = el nombre
    nausea = la nausea, el asqueo
    neck = el cuello
    negative = negativo(a)
    nerve = el nervio
    nervous = nervioso(a)
    night = la noche
    normal = normal
    nose = la nariz
    nothing = nada
    numb = adormecido(a)
    occupation = la ocupacion
    often = a menudo
    opaque = opaco(a)
    oral = oral, por la boca
    ovary = el ovario
    overweight = sobrepeso
    pain (sharp pain) = el dolor (la punzada)
    pale = palido(a)
    pancreas = el pancreas
    pants = los pantalones
    pap smear = la prueba de cancer cervical
    parasite = el parasito
    patient (person) = el/la paciente
    penis = el pene
    perspiration = el sudor
    phlegm = la flema
    pill = la pastilla
    pillow = almohada
    poisonous = el venenoso(a)
    positive = positivo(a)
    pregnancy = el embarazo
    prescription = la receta
    problem = el problema
    pulse = el pulso
    question = la pregunta
    rape = la violacion sexual
    rapid = rapido(a)
    rash = la erupcion, el sapullido
    rectum = el recto
    red = rojo(a)
    (to) relax = relajar
    respiration = la respiracion
    (to) rest = descansar(se)
    ribs = las costillas
    sad = triste
    sample = la muestra
    sanitary napkin = la toalla sanitario
    Saturday = el sabado
    scar = la cicatriz
    scrotum = el escroto
    semen = el semen
    serious = grave, serio(a)
    sexual relations = relaciones sexuales
    shirt = la camisa
    shortness of breath = los ahogos, la falta de aire
    shoulder = el hombro
    shower = la ducha
    sick = enfermo(a)
    sickness = la enfermedad
    sight = la vision
    signature = la firma
    sinusitis = el sinusitis
    sister = la hermana
    skirt = la falda
    sleep = el sueno
    (to) sleep = dormir
    sling (bandage) = el cabestrillo
    slow = lento(a)
    (to) smoke (to stop smoking) = fumar (dejar de fumar)
    (to) sneeze = estornudar
    social worker = trabajadora social
    sometimes = a veces
    son = el hijo
    specialist = el/la especialista
    specimen = la muestra
    speculum = el especulo
    spinal column = la columna vertebral
    spleen = el bazo
    spouse = el esposo(a)
    (to) sprain = torcer
    stable = estable
    sterile = esteril
    stillbirth = el nacido muerto
    (to) sting = picar
    stomach = el estomago
    (to) strain = forzar
    student = el/la estudiante
    stuffy (as in nose) = tapada
    suicide = el suicidio
    sunburned = quemado(a) del sol
    Sunday = el domingo
    suppository = el supositorio
    surgery = la cirugia
    suture = la puntada
    swab = el hisopo
    (to) swallow = tragar
    sweat (cold sweat) = sudor (sudores frios)
    (to) sweat = sudar
    swollen = hinchado(a)
    symptom = la sintoma
    syphilis = la sifilis
    syringe = la jeringa
    syrup = la jarabe
    table = la mesa
    tablespoon = la cucharada
    tablet = la tableta
    (to) take = tomar
    (to) take off clothing = quitarse la ropa
    tampon = el tapon
    tape = la cinta
    teaspoon = la cucharadita
    teeth = los dientes
    temperature = la temperatura
    test = el examen
    testicle = el testiculo
    tetanus = el tetano
    thermometer = el termometro
    thick = espeso(a)
    thigh = el muslo
    thin = delgado(a)
    thing = la cosa
    thirst = la sed
    throat = la garganta
    thumb = el pulgar
    Thursday = el jueves
    thyroid = la tiroide
    tight = apretado(a)
    tired = cansado(a)
    toe = dedo del pie
    tongue = la lengua
    tonsils = las anginas, las amigdalas
    (to) touch = tocar
    towel = la toalla
    trachea = la traquea
    (to) translate = traducir
    trauma = el traumatismo
    treatment = el tratamiento
    tremor = el temblor
    tube = el tubo
    tuberculosis = la tuberculosis
    Tuesday = el martes
    tumor = el tumor
    ulcer = la ulcera
    uncle = tio
    uncomfortable = incomodo(a)
    (to) understand = comprender, entender
    unusual = raro(a)
    (to) urinate = orinar
    urine = la orina
    uterus = el utero
    vaccination = la vacunacion
    vaccine = la vacuna, la immunizacion
    vagina = la vagina
    vaginal discharge = el desecho vaginal
    veins = las venas
    virus = el virus
    vitamins = las vitaminas
    vomit = el vomito, la basca
    (to) vomit = vomitar, basquear
    waist = la cintura
    wart = la verruga
    water = el agua
    weak = debil
    Wednesday = el miercoles
    weight = el peso
    what = que
    when = cuando
    where = donde
    which = cual
    white = blanco(a)
    why = por que
    wife = la esposa
    worse = peor
    wound = la herida
    wrist = la muneca
    x-ray = la radiografia
    yellow = amarillo(a)


    This handbook was made available by the Homeless Clinic Projects Committee.