What is the recommended approach to a physical exam?

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Last updated: October 18, 2025View editorial policy

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Recommended Approach to a Physical Examination

A comprehensive physical examination should include a thorough history and focused examination of the respiratory system, vital signs assessment, and evaluation of all body systems with special attention to areas of concern based on the patient's presentation. 1

History Taking Components

  • Begin with a detailed medical history including symptoms, comorbid conditions, medications, and previous therapies 1
  • Document family medical history, especially conditions that might predispose to malignancies, neurologic diseases, and atherosclerotic disease 1
  • Obtain a comprehensive social history including tobacco, alcohol, and illicit drug use 1
  • Assess sexual history in an open, non-judgmental manner, including partners, practices, and risk behaviors 1
  • Document housing situation, employment status, and support systems 1

Physical Examination Sequence

Initial Assessment

  • Measure complete vital signs including height, weight, blood pressure (seated and standing to assess for orthostatic changes), temperature, and respiratory rate 1
  • For patients with suspected hypertension, follow proper BP measurement techniques and consider automated oscillometric devices to minimize white coat effect 1
  • For children under 3 years, measure and plot head circumference against standard growth curves 1

Systematic Examination Approach

  1. Respiratory System Assessment (priority focus per CHEST guidelines)

    • Comprehensive evaluation of upper and lower airways 1
    • Assessment of thyromental distance (normal > three finger breadths) 1
    • Evaluation of neck mobility and oral opening 1
  2. Head and Neck Examination

    • Funduscopic examination (refer to ophthalmologist for dilated exam if advanced disease or ocular symptoms) 1
    • Careful examination of oropharynx for evidence of candidiasis, leukoplakia, or other lesions 1
    • Neck mass evaluation for fixation, consistency, size >1.5 cm, and overlying skin ulceration 1
  3. Cardiopulmonary Examination

    • Comprehensive cardiopulmonary assessment including evaluation for peripheral vascular disease 1
    • Assessment for central obesity, facial rounding, and other signs of endocrine disorders 1
  4. Abdominal Examination

    • Evaluation for hepatomegaly, splenomegaly, and masses 1
    • Assessment of body habitus for evidence of lipodystrophy in patients on certain medications 1
  5. Skin Examination

    • Inspection for seborrheic dermatitis, malignancies, folliculitis, fungal infections, and other dermatologic conditions 1
  6. Neurological Examination

    • Consider neurology referral for assessment of neurocognitive disorders when indicated 1
  7. Lymph Node Examination

    • Evaluation of all lymphoid regions 1
    • Assessment of localized lymphadenopathy which may require further evaluation 1
  8. Anogenital Examination

    • Careful examination for evidence of malignancy or sexually transmitted infections 1
    • For women, include breast palpation and pelvic examination 1

Special Considerations

  • For patients with suspected central airway obstruction, focus on respiratory system assessment and consider CT imaging 1
  • For patients with suspected neck mass, avoid routine antibiotic therapy unless clear signs of bacterial infection are present 1
  • For patients with suspected anorectal foreign bodies, perform digital rectal examination carefully and consider imaging before examination 1
  • For patients with suspected hypertension, include laboratory tests such as fasting blood glucose, complete blood count, lipid profile, and renal function tests 1

Imaging and Laboratory Testing

  • Order appropriate imaging based on clinical suspicion:

    • For neck masses with increased risk of malignancy, order CT or MRI with contrast 1
    • For suspected central airway obstruction, obtain CT scan of the chest 1
    • For suspected anorectal foreign bodies, obtain plain X-ray films of chest, abdomen, and pelvis 1
  • Basic laboratory testing should include:

    • Complete blood count, fasting blood glucose, lipid profile 1
    • Serum creatinine with eGFR, electrolytes 1
    • Thyroid-stimulating hormone 1
    • Urinalysis 1
    • Electrocardiogram 1

Follow-Up Planning

  • Document a clear follow-up plan to assess resolution or establish final diagnosis 1
  • Advise patients about specific criteria that would trigger the need for additional evaluation 1
  • For patients with high-risk findings, explain the significance and recommended diagnostic tests 1

Common Pitfalls to Avoid

  • Relying solely on fine-needle aspiration for diagnosis of lymph node abnormalities when excisional biopsy is indicated 1
  • Assuming a cystic neck mass is benign without complete evaluation 1
  • Prescribing antibiotics for neck masses without clear signs of bacterial infection 1
  • Delaying surgical treatment for unstable patients to perform imaging studies 1
  • Failing to perform orthostatic vital sign measurements in appropriate patients 1
  • Overlooking the importance of physical examination in the era of advanced imaging and laboratory testing 2, 3

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

The Outpatient Physical Examination.

The Medical clinics of North America, 2018

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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