Sunday, May 31, 2015

29) A Guide to Case Presentation

Case Presentation

case presentation is a formal communication between health care professionals (doctors, pharmacists,  nurses, therapists, nutritionist etc.) regarding a patient's clinical information.
Basic principles
*    An oral case presentation is NOT a simple recitation of your write-up. It is a concise, organized recitation of the most essential information.

*   A case presentation should be memorized as much as possible. You can refer to notes, but should not read your presentation.

*   Comparison should be made with the given literatures to  patients’ clinical features,diagnostic tests and  treatment responses.


*    Length –A full case presentation should be between the range of 5 to 10 minutes.


Essential parts of a case presentation include:
*       Patients’Identification
*       Reason for consultation/admission
*       Chief complaints (CC) - what made patients seek medical attention.
*       History of present illness (HoPI) - circumstances relating to chief complaints.
v  90% of correct diagnoses come from the history alone; do not sabotage your listener’s understanding of the case by omitting important information. The HoPI portion of the oral presentation, as a general rule, should take 1/3 to 1/2 of the presentation time. Common pitfalls include incomplete characterization of the major symptoms, omitting pertinent negatives or positive findings, questions, and omitting specific information about past history that relates to the present problem.

*       Past medical history (PMHx)
*       Past surgical history
*       Current medications/Allergies if any

Ø   Provide a list of all prescribed medications and a list of any relevant non-prescription medications.

Ø  Unless you have the chance to review the patient’s chart, you will only be able to give as much detail about medications as the patient can give you.


Ø   Report any relevant drug allergies and the type of reaction (for example, “the patient developed a skin rash approximately 20 years ago after receiving penicillin and carries the diagnosis of penicillin allergy”).

Ø   Summarize substance use which is not already mentioned in HoPI. However, f it has been mentioned in the HoPI,do not repeat it.


*       Family history (FHx)

*       Social history (SocHx) (current situation and major issues only i.e. work, living situation, and support systems, and any ongoing social issues, marital status and personal habits if pertinent)

*       Physical examination (PE) (pertinent findings only)

v General description – be colorful, allow the listener to visualize the patient.

v Vital signs should always be mentioned, including postural changes if relevant.

v Mention only the relevant positive findings and relevant negative findings. An example of the latter includes (in the dyspneic patient) “the exam is remarkable for clear lungs bilaterally.” Use concise but complete descriptions of positive findings.


*       Laboratory results 
*       Other investigations (Imagingbiopsy etc.)
*       Case summary and impression
*       Assessment and  Care plan
*       Adherence of the patient to treatment
*       Success or failure of the treatment and nursing management
*       Causes or  success of failure if possible
*       Follow up
Note: You must know all of the patient’s problems and include them in your write-up, but presentation of problems  which are not relevant to the current active problems only distracts your listener.

Common Mistakes in Oral Presentation

  1. Slow labored rhythm –

a.     The ability to convert a written history and physical examination into a compressed presentation requires careful thought and practice.

b.     Ask your attending or facilitator how long a presentation they would like.

c.      Maintain eye contact with your listener during the presentation, which means that you should refer to notes and not read your write-up.

d.     In order to keep it in time you will need to PRACTICE it two or three times in advance. This is helpful to do with a classmate who can give you feedback and then let you try again. It is also worth taping yourself and listening to the tape –you would often give yourself feedback.

2. History of present illness too brief

3. Failure to use parallel reference points - in both write-ups and oral presentation, relate time in “hours/days/weeks prior to admission”. Avoid “at 2:00 in the morning of last Wednesday” or “on May 25th; instead, say “three hours prior to admission”, or “at 2:00 am, three days prior to admission”.

4. Editorializing in the middle of the presentation - avoid comments like “do you even want to hear this?…” or “cardiac examination revealed a systolic murmur….well, I thought heard it, but the resident didn’t…so maybe it isn’t there….I don’t really know….”

5. Use of negative statements instead of positive statements. Positive statements add color and accuracy to your presentation. “Chest X-ray shows normal heart size” is better than “chest X-ray shows no cardiomegaly”. “In summary, this patient’s problem is acute dyspnea” is better than “the patient’s problem is rule-out pneumonia”.

6. Repetition- vary your sentence structure. An overly repetitious presentation is monotonous for the listener. “On pulmonary exam, the lungs were normal…on cardiac exam, the heart sounds were…, on lymph node exam, there were no cervical nodes…etc” is difficult to listen to and unnecessary – your listener knows that S1 and S2 are part of the cardiac exam! Use brief descriptive sentences.

7. Disorganization - this problem is a result of lack of rehearsal. Stopping at the end of the HoPI to say “Oh, I can’t believe I forgot to tell you this” will kill a presentation. Or “…in summary, this patient…wait, I forgot to tell you the most important thing…” You need to be aware that this can happens even with careful
preparation. The best advice when you forget something crucial to your presentation, is to work it in as soon as possible and don’t make a big deal about it.

8. Physical findings presented without proper terminology - for example, “lymph node exam shows some small cervical nodes” is not as descriptive as “…there were three soft tender mobile nodes in the left anterior cervical chain .“ Commitment to accuracy will improve your physical examination skills.
Note: (This  guideline is uploaded and published after extensive study and consultation through seniors, collegues and various teachers. Any suggestions or reasons for unacceptance of this guideline is heartily  welcomed. Regards and Thanks!!)

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