Comprehensive Approach to Patient Assessment and Further Investigations
When evaluating a patient, focus first on a thorough history and physical examination, followed by targeted laboratory investigations based on clinical suspicion, as these will lead to diagnosis in approximately 76-78% of cases. 1, 2, 3
Key Components of History Taking
Chief Complaint and History of Present Illness
- Onset and duration of symptoms
- Progression pattern (acute, subacute, chronic)
- Exacerbating and alleviating factors
- Associated symptoms
- Previous treatments and response 4
Past Medical History
- Vascular risk factors (hypertension, diabetes, hyperlipidemia)
- Cognitive impairment or dementia
- Previous surgeries
- Liver disease, uremia, malignancy, hematologic disorders 4
Medication History
- Current medications including:
- Antithrombotics (anticoagulants, thrombolytics, antiplatelet agents)
- Antihypertensives
- Vasoconstrictive agents
- Estrogen-containing contraceptives 4
Social History
- Substance use (alcohol, tobacco, marijuana, stimulants)
- Travel history
- Occupational exposures 4
Family History
- Focus on relevant hereditary conditions
- Family history of similar presentations 4
Physical Examination
Vital Signs
- Blood pressure, heart rate, respiratory rate, temperature, oxygen saturation 4
General Examination
- Focus on head, heart, lungs, abdomen, and extremities
- Assess for signs of infection, inflammation, or systemic disease 4
Neurological Examination
- Mental status assessment
- Cranial nerve examination
- Motor strength testing
- Sensory testing
- Deep tendon reflexes
- Coordination and gait assessment 4, 5
Initial Laboratory Investigations
Basic Laboratory Panel
- Complete blood count with differential
- Comprehensive metabolic panel (including liver and kidney function)
- C-reactive protein or erythrocyte sedimentation rate
- Coagulation studies (PT/INR, aPTT) if relevant
- Cardiac-specific troponin and ECG
- Urinalysis 4, 5
Additional Tests Based on Clinical Suspicion
- Thyroid function tests (TSH, free T4)
- Vitamin B12 levels
- Iron studies
- Inflammatory markers
- Toxicology screen
- Pregnancy test in women of childbearing age 4, 5
Imaging Studies
Consider Based on Clinical Presentation
- CT scan of relevant body area if structural abnormality suspected
- Chest radiograph if respiratory symptoms present
- Ultrasound for soft tissue or vascular assessment
- MRI for detailed neurological assessment 4, 5
Special Considerations for Specific Presentations
For Neurological Symptoms
- Consider lumbar puncture if CNS infection or inflammation suspected
- EEG if seizure disorder suspected
- Specialized neuroimaging (MRI brain/spine) 4
For Respiratory Symptoms
- Pulmonary function tests
- Arterial blood gas analysis
- Sputum culture 5
For Cardiovascular Symptoms
For Hematologic Abnormalities
- Peripheral blood smear
- Bone marrow aspirate and biopsy if indicated
- Flow cytometry and cytogenetic studies 4
Red Flags Requiring Urgent Evaluation
- Rapidly progressive weakness (consider Guillain-Barré syndrome)
- Respiratory distress with generalized weakness
- Loss of motor milestones or regression of skills
- Altered mental status
- Severe headache with focal neurological deficits (consider intracranial hemorrhage) 4, 5
Common Pitfalls to Avoid
Premature closure: Don't stop investigating after finding one abnormality; consider the complete clinical picture
Anchoring bias: Avoid fixating on initial impressions; reassess as new information becomes available
Satisfaction of search: Continue evaluating even after finding one abnormality
Relying solely on laboratory values: Laboratory tests should complement, not replace, clinical judgment 5
Delayed imaging: Don't delay obtaining appropriate imaging studies in hemodynamically stable patients with concerning symptoms 5
By following this structured approach to patient assessment, you'll be able to efficiently identify the most likely diagnosis and determine appropriate management strategies. Remember that history and physical examination remain the cornerstones of diagnosis, with laboratory and imaging studies serving to confirm clinical suspicions and provide additional information when needed.