UCSD Skaggs School of Pharmacy and Pharmaceutical Sciences-FA11- McBane 1
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1 Taking Histories and Writing SOAP Notes History Sarah McBane, PharmD, CDE, BCPS September 28, What is History? What is History? A chronological record of significant events often including an explanation of their causes An account of a patient's family and personal background and past and present health Includes Description of patient Chief complaint HPI Medical problems (current and past) Medications Allergies Surgical history Family history Social history Importance of Histories Helps you learn about your patient Allows insight into patient s problem Opportunity to observe behaviors Components of History McBane 1
2 Patient Description Age Gender Race/ethnicity Occupation Chief Complaint (CC) Primary reason the patient seeks help Often a single symptom or issue Best to document in patient s own words In self-care, may learn before description How can I help you? What brings you here? What seems to be the problem? My shoulders and back are really hurting. Willie Pannik 23 years old College student History of Present Illness (HPI) Elaborate on chief complaint Duration Aggravation factors Relieving factors Relevant associated symptoms It s been going on for a couple of weeks. I also have been peeing a lot I m irritable and not sleeping well. My heavy book and laptop bag seem to make the pain worse. I haven t taken anything for this. This happens to me every quarter for at least a couple of weeks! It never lasts past exam week, though. McBane 2
3 Medical Problems Medical problems Diagnoses Things a doctor is treating the patient for Medications Current medications Prescription Non-prescription Supplements/complementary therapies Dose Frequency Effects (positive and negative) Allergies Medications Foods Stings Substance (latex, adhesive, etc) I don t go to the doctor I m pretty healthy! I don t take any medications, either. I feel sick on my stomach when I take aspirin. Surgical History Procedures Date I had my wisdom teeth removed when I was McBane 3
4 Family History Any disease or condition that runs in family Include mental health Cancers Cardiovascular issues Etc Important for risk assessment I think my grandmother has high blood pressure, or something. Social History Occupation Marital Status Illicit drug use Alcohol use Tobacco use Living situation Religious background Diet I live by myself in campus housing. I don t drink beer and stuff, and I hate the smell of cigarettes. I drink about 5 cups of coffee a day, and usually a lot of Mountain Dew too. How to Take a History Introduce yourself Try to make the patient comfortable Try to see the patient s point of view Ask clear questions OPEN ENDED How to Take a History Avoid jargon Avoid leading questions Stay organized Forms Mnemonics McBane 4
5 CC/HPI S C H O L A R symptoms characteristics history onset location aggravating factors remitting factors Medications D drug A amount T timing A action SH T tobacco I Illicit drugs A alcohol S sexual SOAP H home life O occupation E eating (diet) Importance of Documentation Facilitates next encounter You Other healthcare provider Used to justify payment for services provided If it wasn t documented, it wasn t done Legal implications McBane 5
6 Different Ways of Documenting SOAP note SOAP grid SOAP notes Widely used format Organized information Easily understood Information presented top-to-bottom on page SOAP grid Used in conference and therapeutics Possibly some practice settings Organized information Multiple prompts Shows complete thought process Information presented left-to-right on page S Subjective What the patient tells you Information FROM the patient Usually includes components of collected history Review of systems O - Objective What you find on your own Your observations Physical assessment Data from a medical chart Laboratory results Xrays and other studies Information from other healthcare professionals A - Assessment What you think is going on Why you think that Rationalization Goals of therapy MAY ALSO BE INCLUDED IN PLAN McBane 6
7 P Plan What you want to do Pharmacologic therapy Non-pharmacologic therapy Counseling points THREE PRIME QUESTIONS Monitoring parameters Follow-up THREE PRIME QUESTIONS What is the medication for? How should the medication be taken? What should be expected from the medication? Writing SOAP Notes Professional communication Legal document Part of the medical record Complete Concise Legible Self-care Issues Setting Be cognizant of privacy Counseling room or area Information availability Often no medical charts Limited resources Triage Determine level of care necessary for patient Self-care may not be appropriate Times to Triage Generally, symptoms for > certain number of days Severe symptoms Worsening symptoms When to triage immediately: Myocardial Infarction symptoms TIA or stroke symptoms Loss of consciousness episodes Head injuries; obvious fractures; excessive bleeding McBane 7
8 Evaluate SOAP notes What about Willie Pannik? Questions? McBane 8
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