What are the steps to complete a physical exam?

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Comprehensive Physical Examination: Step-by-Step Guide

A comprehensive physical examination should follow a systematic approach, beginning with proper preparation and proceeding through a logical sequence of assessment techniques to evaluate all body systems thoroughly.

Preparation

  • Explain the purpose of the examination to the patient and obtain informed consent before proceeding 1
  • Ensure proper room setup with adequate lighting, privacy, and appropriate equipment 2
  • Wash hands thoroughly before beginning the examination 2
  • Position the patient appropriately (sitting, standing, or lying) depending on the examination component 3
  • Introduce yourself clearly, state your role, and confirm the patient's identity 1

General Approach

  • Begin with general observation of the patient's appearance, level of distress, and overall condition 2
  • Use the systematic sequence of inspection, palpation, percussion, and auscultation for each body system 2
  • Document findings thoroughly throughout the examination 3

Vital Signs Assessment

  • Measure and record temperature, pulse rate, respiratory rate, blood pressure (both arms), and oxygen saturation 4
  • For blood pressure, ensure patient is seated with arm supported at heart level 4
  • Note that a brachial systolic blood pressure difference of more than 15 mmHg raises cardiovascular death risk by 50% 4

Head-to-Toe Examination Sequence

1. General Appearance

  • Assess level of consciousness, apparent age versus stated age, nutritional status, and overall hygiene 2
  • Note any signs of distress, posture, and general mobility 3

2. Skin Assessment

  • Inspect skin for color, lesions, rashes, and abnormalities 2
  • Assess skin temperature, texture, turgor, and moisture 2
  • Document any areas of edema, bruising, or other abnormalities 2

3. Head and Neck Examination

  • Inspect head for shape, symmetry, and any abnormalities 2
  • Palpate skull for tenderness or irregularities 3
  • Examine eyes for visual acuity, pupillary responses, extraocular movements, and fundoscopic examination when indicated 3
  • Assess ears for hearing acuity and examine ear canals and tympanic membranes 2
  • Examine nose for patency, discharge, and septum alignment 2
  • Inspect mouth for dentition, gums, tongue, palate, and pharynx 2
  • Palpate thyroid and lymph nodes of the neck 2
  • Assess neck range of motion and carotid pulses (auscultate for bruits) 4

4. Chest and Lung Examination

  • Inspect chest for shape, symmetry, and respiratory effort 2
  • Palpate for tactile fremitus and chest expansion 3
  • Percuss for resonance and diaphragmatic excursion 2
  • Auscultate lungs in systematic pattern, comparing sides and noting breath sounds 4
  • For respiratory assessment, consider using standardized tools like the Borg dyspnea scale when appropriate 4

5. Cardiovascular Examination

  • Inspect for jugular venous distention and visible pulsations 2
  • Palpate the precordium for thrills, heaves, or abnormal pulsations 3
  • Auscultate heart sounds at all four cardiac listening posts (aortic, pulmonic, tricuspid, and mitral areas) 4
  • Listen for S1, S2, and any additional heart sounds or murmurs 4
  • Document rate, rhythm, and quality of heart sounds 2

6. Abdominal Examination

  • Inspect abdomen for contour, symmetry, and visible pulsations 2
  • Auscultate for bowel sounds in all four quadrants 2
  • Percuss for tympany and dullness 2
  • Palpate all four quadrants lightly then deeply for tenderness, masses, or organomegaly 3
  • Assess for rebound tenderness if indicated 2

7. Musculoskeletal Examination

  • Assess all major joints for range of motion, stability, and pain 2
  • Evaluate muscle strength in all extremities using the 5-point scale 3
  • Test for symmetry of strength and movement 2
  • Assess gait and balance if appropriate 4
  • Consider functional performance tests like the Short Physical Performance Battery (SPPB) for comprehensive assessment 4

8. Neurological Examination

  • Assess mental status, orientation, and cognitive function 2
  • Test cranial nerves I-XII systematically 3
  • Evaluate sensory function (light touch, pain, temperature, vibration, proprioception) 2
  • Test deep tendon reflexes and assess for pathological reflexes 3
  • Evaluate coordination with finger-to-nose and heel-to-shin tests 2

9. Peripheral Vascular Examination

  • Inspect extremities for color, hair distribution, and trophic changes 4
  • Palpate peripheral pulses (radial, femoral, popliteal, dorsalis pedis, posterior tibial) 4
  • Assess for edema and measure capillary refill time 2
  • Note temperature gradient of extremities 4

10. Genital and Rectal Examination (when indicated)

  • Explicitly obtain specific consent before proceeding with sensitive examinations 5
  • Ensure proper draping and privacy 5
  • For male patients: examine external genitalia and perform testicular examination 2
  • For female patients: perform external genital inspection and pelvic examination as indicated 2
  • Perform rectal examination when clinically indicated 2

Special Considerations

  • For pediatric patients, modify approach based on developmental stage and use age-appropriate techniques 4
  • For elderly patients, pay special attention to functional status, balance, and cognitive assessment 4
  • For patients with mobility limitations, adapt positioning as needed while maintaining thoroughness 2
  • When examining sensitive areas, always have a chaperone present when appropriate 5
  • Use clear, simple communication throughout the examination, explaining what you are doing 6

Documentation

  • Record all findings systematically, noting both normal and abnormal results 2
  • Use objective terminology and avoid subjective interpretations 3
  • Document any patient discomfort or limitations during examination 2
  • Summarize key findings and their clinical significance 2

Conclusion of Examination

  • Thank the patient for their cooperation 1
  • Assist the patient to dress if needed 2
  • Summarize findings and discuss next steps 3
  • Answer any questions the patient may have 1

This systematic approach ensures a thorough physical examination that can be adapted based on the patient's presenting concerns while maintaining a comprehensive evaluation of all body systems.

References

Guideline

Effective History Taking in OSCE Stations

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

The process of conducting a physical assessment: a nursing perspective.

British journal of nursing (Mark Allen Publishing), 2006

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Consent in the Exam Room.

The journal of sexual medicine, 2019

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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