What is the standard format for a case presentation?

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Last updated: February 9, 2026View editorial policy

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Standard Format for a Medical Case Presentation

A professional medical case presentation follows a structured 13-component format that ensures comprehensive, chronological documentation of the patient encounter, beginning with title/keywords and ending with informed consent documentation. 1, 2

Title and Keywords

  • Include "case report" in the title along with the specific focus area (presentation, diagnosis, surgical technique, or outcome) 1, 2
  • Select 3-6 keywords identifying key areas covered, always including "case report" as one keyword 1, 2

Abstract Structure

  • Write a concise summary (1-2 paragraphs) explaining what makes the case unique or educationally valuable 1, 2
  • Summarize the patient's main concerns and important clinical findings 1
  • Outline the primary diagnoses and therapeutic interventions performed 1
  • Highlight the main "take-away" lessons from the case 1

Introduction

  • Provide 1-2 paragraphs explaining why the case is unique or educational, referencing relevant medical literature and current standards of care 1
  • Establish the case's importance to medical literature and clinical practice 1

Patient Information (De-identified Demographics)

  • Document age, sex, ethnicity, occupation, BMI, and hand dominance when applicable 1, 2, 3
  • Describe the presenting complaint and mode of presentation (ambulance, walk-in, referral) 1, 3
  • Include relevant past medical/surgical history with outcomes from previous interventions 1, 2, 3
  • Document medication history, allergies, psychosocial history, and family history including genetic information when relevant 1, 3

Clinical Findings

  • Present relevant physical examination findings in a systematic manner, including only pertinent positive and negative findings 1, 4
  • Include clinical photographs where appropriate with documented consent 3

Timeline

Present the sequence of events in strict chronological order—this is critical as non-chronological presentation confuses listeners and readers. 1, 2

  • Use a table or figure to clarify complex timelines 1, 2
  • Document any delays between presentation and intervention 1

Diagnostic Assessment

  • Detail all diagnostic methods used: physical exam, laboratory testing, imaging, and histopathology 1, 2, 3
  • Explain diagnostic reasoning and differential diagnoses considered 1, 3
  • Include prognostic characteristics when applicable (tumor staging, genetic conditions) 1, 3
  • Address diagnostic challenges such as access limitations, financial constraints, or cultural barriers 3

Therapeutic Intervention

  • Describe pre-intervention considerations and patient optimization measures 1, 3
  • Detail the interventions performed (pharmacologic, surgical, etc.) with clear rationale for treatment choices 1, 2, 3
  • For surgical cases, specify anesthesia type, positioning, equipment, techniques, tourniquet use, surgical prep, sutures, and devices with manufacturer/model 1, 3
  • Document the operator's experience level, position on learning curve, and any modifications to standard approaches 1, 3
  • Include concurrent treatments: antibiotics, analgesia, anti-emetics, nil by mouth status, and venous thromboembolism prophylaxis 3

Follow-up and Outcomes

  • Report both clinician-assessed and patient-reported outcomes with specific time periods 1, 2
  • Document complications or adverse events in detail, including how they were managed 1, 2
  • Specify the setting of care, care provider, and postoperative instructions 3
  • Outline follow-up schedule: when, where, and how (imaging, tests, clinical examination, phone calls) 3
  • Include future surveillance requirements when applicable 1, 2, 3

Discussion

This is the most important section—it must evaluate the case for accuracy, validity, and uniqueness while comparing it to published literature. 5

  • Show how salient features relate to previous knowledge and interpret their significance 4, 5
  • Derive new knowledge and draw evidence-based conclusions or generalizations 4, 5
  • Suggest further possible studies when warranted 4
  • Avoid unjustified speculation that can nullify the report's value 4

Patient Perspective

  • Include the patient's perspective on treatments received when appropriate 2

Informed Consent

  • State explicitly that informed consent was obtained from the patient 2
  • For surgical cases, document that risks, benefits, expected outcomes, and surgical experience were discussed 3

Additional Requirements for Surgical Cases

  • Submit a completed SCARE checklist with the manuscript 2
  • Explicitly state compliance with the SCARE guideline 2

Key Principles to Ensure Quality

  • Be concise—include only pertinent information and avoid irrelevant material or excessive detail that obscures the essence of the report 4, 6
  • Use illustrations, tables, and graphs to add visual appeal and reduce statistical data to readily interpretable form 4
  • Keep the report factual, logically organized, clearly presented, and readable 4
  • Include only essential citations that have been carefully reviewed and verified 4

References

Guideline

Structuring a Professional Medical Case Presentation

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Writing a Medical Case Report

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Preoperative Evaluation and Surgical Planning

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2026

Research

The case report. I. Guidelines for preparation.

International journal of cardiology, 1983

Research

How to write a patient case report.

American journal of health-system pharmacy : AJHP : official journal of the American Society of Health-System Pharmacists, 2006

Research

Writing a case report.

Singapore medical journal, 2010

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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