Patient Assessment and Clinical Interviewing
Common Communication Mistakes Health Care Practitioners Make From: “Lessons from medicine and nursing for pharmacist-patient communication”, Am Jour of Health System Pharmacists, Vol. 53, June 1996, pages 1306-14.
Common Mistakes: Failure to greet patients, tell them who you are and the purpose of your interaction with them. Failure to find out what is bothering the patient – worries, concerns, issues – how the patient feels about their condition. Accepting vague information too easily and not probing to find out more specifics. Failure to verify that what you thought you heard, was what the patient really meant… Failure to encourage patient questions. Failure to be responsive to patient questions.
Common Mistakes: Not paying attention to the verbal and NON-verbal communication messages sent by patients. Avoiding information that is personal. Using too many closed ended questions. Allowing interruptions. Drawing conclusions too soon. Failure to provide appropriate information in the form of counseling. Not understanding the patients viewpoint. Poor reassurance.
Cultural Issues “ Home Remedies?”
Sample questions to explore cultural beliefs about health, illness and treatment: What do you think caused your problem? When /why do you think it started when it did? How bad is your sickness? What do you think should be done to get rid of this sickness? How have you treated this illness? What worries you about this sickness? Do you think your treatment will help?
Recommendations to Enhance Cultural Sensitivity First, all your communication skills from the tool box still apply. Recognize that cultural diversity exists. Accept that new to you can be stressful to you. Know your own culturally derived  preferences and values. Rely on your rapport!
Recommendations to Enhance Cultural Sensitivity Listen and attend to verbal and non-verbal cues that could provide information to you. Remember that YOU might be facing something completely new to your belief system. Develop a genuine acceptance, respect and tolerance for your patient’s cultural values.
Recommendations to Enhance Cultural Sensitivity Acknowledge that you don’t know everything and ask your patients to explain the things you don’t understand.  Stephen Covey: “seek first to understand”. Do not label or judge customs, norms, or habits your patients present. Approach cross cultural situations with a willingness to explore your patient’s world. Meet and develop rapport with members of other cultures.!
When will I need patient assessment or clinical interviewing skills?
The Pharmacy Care Process Collect and use patient information Identify patients’ drug related problems Develop solutions to these problems Select and recommend therapies Follow up to assess  patient outcomes
When will I need patient assessment or clinical interviewing skills? Patient counseling Examining patients Making OTC recommendations Many other situations: hospitals, long term care Ambulatory clinics such as anticoagulation, other disease management efforts, HTN, diabetes, asthma, flu shot clinics, collaborative practices with physicians and other providers
We want to differentiate assessment and interviewing from counseling – but the same skills apply. One of the primary differences is documentation.
Questions asked in the background of the pharmacists mind while conducting patient assessment activities:
Patient Assessment Questions: Are any of the patient’s complaints or abnormal objective/physical findings related to drug therapy? What are some other possible causes of the patient’s complaints / symptoms? Are each of this patient’s medications appropriately prescribed?
Patient Assessment Questions: Is each medication the best one for this patient to be taking?  Safest, most effective? Is this the right dose given the patient specific information (severity, size, gender, etc.) Is the patient having any apparent drug related side effects?
Patient Assessment Questions: Are any possible drug interactions present? Is this patient able to follow this drug regimen? Does the patient know how to use this medication correctly? Is additional medication needed to resolve the patient’s complaint / symptom?
Documentation Provides a permanent record  of patient information. Provides a record and evidence of pharmacy care provided. Communicates to other practitioners what you have done. Provides a legal record of what you have done. Provides documentation for billing purposes.
Documentation Legally, “…if it isn’t documented it wasn’t done…” From a billing perspective, each CPT Evaluation and Management Code requires certain information be recorded in the chart. 99211; very basic, 5 minutes or less.  Requires only 1 vital, date, provider, problem addressed.
 
The SOAP Note Subjective  – complaints, symptoms, recent history, past medical history, medication history, allergies, social and family history, review of systems. Objective  – vital signs, physical findings from examination, labs tests, blood levels of drugs, medication profile. Assessment  – critical thinking and analysis of the problem. Plan  – actions to be taken.
Problem Oriented Note Generate a list of patient problems and provide a SOAP note for each problem (or closely related problems.) Be consistent. When no drug therapy problems are noted, state this.
General Types of Data to Collect in a Clinical Interview Name, address, phone, fax, email, etc. Height and weight (physical assessment). Primary physician, specialists, dentists, addresses and phones if possible. Insurance information (copy of card if possible). Rx and OTC medication lists. Herbal supplements, vitamins, and any other substances used.
General Types of Data to Collect in a Clinical Interview Medical problem list, including date diagnosed, surgeries, hospitalizations, etc. Pregnancy, lactation. Alcohol and tobacco use. Labs, if available. Special monitoring that the patient performs.
General Types of Data to Collect in a Clinical Interview Possible compliance barriers. Any patient concerns or questions Name and title of person collecting the information.
Specific Data Needed:  Chief Complaint A brief statement of why the patient is seeking care. 1-2 primary symptoms with their duration. Recorded in the patient’s own words. Remember, patient’s may not always have a CC:  they may present with a problem they do not know is drug related.
Specific Data Needed: History of present illness Timing, onset, duration and frequency of Sx. Location Quality (sharp, dull, ache, red blood, tarry stools) Quantity or severity of Sx (mild, moderate, severe) Setting:  when do the Sx occur? Aggravating or relieving factors Associated symptoms (other Sx that occur in conjunction with the primary Sx)
Specific Data Needed: Past Medical History List of past problems, related or not to the CC Family History Presence or absence of illness in the immediate family (living or dead, illnesses F  67 (CVA) Social History ETOH, tobacco, exercise, etc.
Specific Data Needed: Review of Systems General health Skin, hair and nails Eyes, ears, nose and throat Head and neck Respiratory system Cardiovascular Gastrointestinal
Specific Data Needed: Review of Systems Hepatic / Renal Musculoskeletal Nervous system Mental status Endocrine system (diabetes and thyroid) Male reproductive system Female reproductive system

Patient Assessment And Clinical Interviewing

  • 1.
    Patient Assessment andClinical Interviewing
  • 2.
    Common Communication MistakesHealth Care Practitioners Make From: “Lessons from medicine and nursing for pharmacist-patient communication”, Am Jour of Health System Pharmacists, Vol. 53, June 1996, pages 1306-14.
  • 3.
    Common Mistakes: Failureto greet patients, tell them who you are and the purpose of your interaction with them. Failure to find out what is bothering the patient – worries, concerns, issues – how the patient feels about their condition. Accepting vague information too easily and not probing to find out more specifics. Failure to verify that what you thought you heard, was what the patient really meant… Failure to encourage patient questions. Failure to be responsive to patient questions.
  • 4.
    Common Mistakes: Notpaying attention to the verbal and NON-verbal communication messages sent by patients. Avoiding information that is personal. Using too many closed ended questions. Allowing interruptions. Drawing conclusions too soon. Failure to provide appropriate information in the form of counseling. Not understanding the patients viewpoint. Poor reassurance.
  • 5.
    Cultural Issues “Home Remedies?”
  • 6.
    Sample questions toexplore cultural beliefs about health, illness and treatment: What do you think caused your problem? When /why do you think it started when it did? How bad is your sickness? What do you think should be done to get rid of this sickness? How have you treated this illness? What worries you about this sickness? Do you think your treatment will help?
  • 7.
    Recommendations to EnhanceCultural Sensitivity First, all your communication skills from the tool box still apply. Recognize that cultural diversity exists. Accept that new to you can be stressful to you. Know your own culturally derived preferences and values. Rely on your rapport!
  • 8.
    Recommendations to EnhanceCultural Sensitivity Listen and attend to verbal and non-verbal cues that could provide information to you. Remember that YOU might be facing something completely new to your belief system. Develop a genuine acceptance, respect and tolerance for your patient’s cultural values.
  • 9.
    Recommendations to EnhanceCultural Sensitivity Acknowledge that you don’t know everything and ask your patients to explain the things you don’t understand. Stephen Covey: “seek first to understand”. Do not label or judge customs, norms, or habits your patients present. Approach cross cultural situations with a willingness to explore your patient’s world. Meet and develop rapport with members of other cultures.!
  • 10.
    When will Ineed patient assessment or clinical interviewing skills?
  • 11.
    The Pharmacy CareProcess Collect and use patient information Identify patients’ drug related problems Develop solutions to these problems Select and recommend therapies Follow up to assess patient outcomes
  • 12.
    When will Ineed patient assessment or clinical interviewing skills? Patient counseling Examining patients Making OTC recommendations Many other situations: hospitals, long term care Ambulatory clinics such as anticoagulation, other disease management efforts, HTN, diabetes, asthma, flu shot clinics, collaborative practices with physicians and other providers
  • 13.
    We want todifferentiate assessment and interviewing from counseling – but the same skills apply. One of the primary differences is documentation.
  • 14.
    Questions asked inthe background of the pharmacists mind while conducting patient assessment activities:
  • 15.
    Patient Assessment Questions:Are any of the patient’s complaints or abnormal objective/physical findings related to drug therapy? What are some other possible causes of the patient’s complaints / symptoms? Are each of this patient’s medications appropriately prescribed?
  • 16.
    Patient Assessment Questions:Is each medication the best one for this patient to be taking? Safest, most effective? Is this the right dose given the patient specific information (severity, size, gender, etc.) Is the patient having any apparent drug related side effects?
  • 17.
    Patient Assessment Questions:Are any possible drug interactions present? Is this patient able to follow this drug regimen? Does the patient know how to use this medication correctly? Is additional medication needed to resolve the patient’s complaint / symptom?
  • 18.
    Documentation Provides apermanent record of patient information. Provides a record and evidence of pharmacy care provided. Communicates to other practitioners what you have done. Provides a legal record of what you have done. Provides documentation for billing purposes.
  • 19.
    Documentation Legally, “…ifit isn’t documented it wasn’t done…” From a billing perspective, each CPT Evaluation and Management Code requires certain information be recorded in the chart. 99211; very basic, 5 minutes or less. Requires only 1 vital, date, provider, problem addressed.
  • 20.
  • 21.
    The SOAP NoteSubjective – complaints, symptoms, recent history, past medical history, medication history, allergies, social and family history, review of systems. Objective – vital signs, physical findings from examination, labs tests, blood levels of drugs, medication profile. Assessment – critical thinking and analysis of the problem. Plan – actions to be taken.
  • 22.
    Problem Oriented NoteGenerate a list of patient problems and provide a SOAP note for each problem (or closely related problems.) Be consistent. When no drug therapy problems are noted, state this.
  • 23.
    General Types ofData to Collect in a Clinical Interview Name, address, phone, fax, email, etc. Height and weight (physical assessment). Primary physician, specialists, dentists, addresses and phones if possible. Insurance information (copy of card if possible). Rx and OTC medication lists. Herbal supplements, vitamins, and any other substances used.
  • 24.
    General Types ofData to Collect in a Clinical Interview Medical problem list, including date diagnosed, surgeries, hospitalizations, etc. Pregnancy, lactation. Alcohol and tobacco use. Labs, if available. Special monitoring that the patient performs.
  • 25.
    General Types ofData to Collect in a Clinical Interview Possible compliance barriers. Any patient concerns or questions Name and title of person collecting the information.
  • 26.
    Specific Data Needed: Chief Complaint A brief statement of why the patient is seeking care. 1-2 primary symptoms with their duration. Recorded in the patient’s own words. Remember, patient’s may not always have a CC: they may present with a problem they do not know is drug related.
  • 27.
    Specific Data Needed:History of present illness Timing, onset, duration and frequency of Sx. Location Quality (sharp, dull, ache, red blood, tarry stools) Quantity or severity of Sx (mild, moderate, severe) Setting: when do the Sx occur? Aggravating or relieving factors Associated symptoms (other Sx that occur in conjunction with the primary Sx)
  • 28.
    Specific Data Needed:Past Medical History List of past problems, related or not to the CC Family History Presence or absence of illness in the immediate family (living or dead, illnesses F 67 (CVA) Social History ETOH, tobacco, exercise, etc.
  • 29.
    Specific Data Needed:Review of Systems General health Skin, hair and nails Eyes, ears, nose and throat Head and neck Respiratory system Cardiovascular Gastrointestinal
  • 30.
    Specific Data Needed:Review of Systems Hepatic / Renal Musculoskeletal Nervous system Mental status Endocrine system (diabetes and thyroid) Male reproductive system Female reproductive system