HPI Template: General/Well exam

Yo. What’s up?

I’ve honestly wanted to do a more specific post like this because it is highly searched, but I’ve also been dreading doing it.

Simply put: writing an HPI is hard. It is usually hard to find a template as everyone has their own style. Some are longer, more eloquently put and flow great. Some are short and choppy in style. It really all depends on your preferences, your provider’s preferences, and sometimes the specialty.

So, I’m going to attempt to do a general template for you. Again, most of this you just have to PRACTICE. It really is the only way to get good at HPI’s.

What is a well exam?

Ah. So glad you asked.

A well exam is usually a yearly exam for your checkups. Can be called annual exam, well exam, general medical exam, etc. Typically when you are a pediatric patient, you have many well exams in a year. For example, you will be seen at 1 week post-life, then like 1 month, 2 months, 4 months, 6 months, etc. Once you reach about the age of 2 or 3 you start seeing a pediatrician yearly. After that (especially as an adult), you should really have a comprehensive medical exam with your doctor once a year.

Now, if you have chronic conditions, you are likely going to have to see your doctor more regularly. But they can at least count one of those visits as a yearly exam which is less of a cost to your insurance.

Additionally, most adults’ jobs will give discounts if you go to your yearly exam to show you are trying to stay healthy. I don’t know why some jobs seem to care about this, but they do.

Okay back to the template

By now you should know what a SOAP note template looks like. If not, go check out my other scribe series posts. It’s all in there. If you have, I’m going to skip all the additional stuff and just focus on the HPI.

Super basic, no flare:

{First name, last name} is a {age} y/o {sex} presenting with a cc of {location if applicable} {chief complaint} which started {onset}. Symptom is described as {character/quality}, last for {duration}, and is described as a {0-10/10, severity} on the pain scale. It. {does/doesn’t} radiate to {location}, and is noted mostly at {timing}. {List of aggravating symptoms} exacerbate/aggravate {cc}. While {list of alleviating symptoms} improve {cc}. Associated symptoms include {List of associating symptoms}. {List negative associated symptoms}. There are no other concerns/complaints at this time.

It looks like this:

Mr. {Judge X} is a {55} y/o {M} presenting with a cc of {RLQ} {abdominal pain} onset {15 hours ago}. Initially, pain was around his umbilicus, but has now settled to his RLQ. It is described as {sharp}, and at first was {waxing and waning} but is now {constant}. Pain is currently rated an {8/10}. It {does not} radiate. {Hitting bumps on the car ride over} aggravated his pain. He has tried {Tylenol, Motrin, and Pepto-Bismol} without relief. Associated symptoms include {nausea, vomiting x1, low grade fever of 100.4’F at home, and chills}. {No reported hematemesis, diarrhea, hematochezia, chest pain}, DIB, or other symptoms.

Template when there are multiple complaints

So. As much as life would be really easy if there was only one complaint that someone came in with, people don’t just do that. A lot of times, they have several chronic diseases that are managed. Other times they wait a very long time before being seen, and then come in with several complaints that they would like addressed. These templates need to be a bit more broken down.

Basic, multiple complaint template:

{First name, last name} is a {age} y/o {sex} presenting for a generalized well examination.

{His/Her} first concern, {main complaint}. They first noted {his/her} {complaint} {onset}. Symptom is described as {character/quality}, last for {duration}, and is described as a {0-10/10, severity} on the pain scale. It. {does/doesn’t} radiate to {location}, and is noted mostly at {timing}. {List of aggravating symptoms} exacerbate/aggravate {cc}. While {list of alleviating symptoms} improve {cc}. Associated symptoms include {List of associating symptoms JUST FOR THIS COMPLAINT}. {List negative associated symptoms JUST FOR THIS COMPLAINT}.

You only want to add negative and associated symptoms that correlate with that complaint. This may not be a long list. That is okay.

You can then add as many similar paragraphs to additional complaints.

In regards to {his/her} {chronic condition}, they have been doing {well, poor}. They have been {compliant/non-compliant} with their medications, which include {list their medications and doses}. They have tried/incorporated {lifestyle changes} with good measure. Their last {objective finding related to this disease/condition}. {List associated symptoms if any}. {List negative associated symptoms if any}.

You can then add several similar paragraphs if they have multiple chronic conditions.

For example:

{Miss Sanchez} is a {32 y/o} {F} presenting today for a generalized well examination.

In regards to {her} {diabetes}, she has been doing {fairly well} per her reports. She has been {compliant} with her metformin and glipizide on her current regimen. She has tried to {cut out sodas and limits her caffeine intake to 1-2 coffees a day}. She additionally tries to walk around the block after work and on her lunch break. However, she has not made progress with much other changes to her lifestyle. She does not often check her sugars at home. Her last {hgb A1C was 8.0}. Today, her hgb A1C is {7.9}. She denies any {paresthesias, weight gain, eye changes, or urinary complaints}. She has not gone for her annual eye exam yet.

Things to think about per complaint:
  1. Diabetes: medication compliance, diet/exercise changes, weight gain/loss, Hemoglobin A1c results (more reliable than glucose levels on a BMP), any new symptoms they are having. The three big things with diabetes is diabetic retinopathy, nephropathy, and peripheral neuropathy. Or eyes, kidneys, and tips of the extremities. They should be seen every 3 months for glucose checks, should be checking their sugars at home, should have an annual eye exam, and should have their urine monitored for protein and glucose at least yearly. Additionally, a diabetic foot exam should be performed once a year (some providers like to do it twice a year).
  2. Hypertension: medication compliance, monitoring blood pressures at home, diet/exercise changes. Losing 10% of your body weight can actually resolve or improve a lot of chronic diseases (including improving diabetes and hypertension). Other things to think about include hyperlipidemia, so a yearly lipid panel check should be done as well. Overall, most of this discussion will be medication compliance and lifestyle changes.
  3. Thyroid checks: The main blood test ordered is TSH, but you will also see FT3/4 also sent. Most of the patients you will see will already be on medication, and this is simply checking to make sure the medication dosage doesn’t need to be changed. As a scribe, you won’t really need to be doing much else with this information. But if the patient is being newly diagnosed, then a high TSH indicates hypothyroidism, and a low TSH indicates hyperthyroidism. Usually follow up tests such as a thyroid ultrasound would also be ordered to confirm that there isn’t anything else occurring, so add this information in if your provider likes that information in their HPI. Otherwise, the medication dosage and frequency is important along with any possible symptoms the patient is having.
  4. Chronic lung complaints: Common things to add include when the last PFT was (lung function testing), last CXR, if they are on inhalers, what they are, dosage, etc; how often they are using rescue inhalers, the type of work they do, if they are exposed to smokers, if they are a smoker, things like that. Worsening symptoms include sputum production, increased coughing, and dyspnea. These patients can tend to have COPD exacerbations more frequently as the disease progresses or isn’t well controlled, and they tend to get pneumonia very easily.
  5. Well Woman exam: The main thing here is when was her last exam, any prior positive HPV testing (and what it showed, such as ASCUS vs low vs high dysplasia), and if those resulted in any procedures previously. Last mammogram or ultrasound or MRI (depending on age), last menstrual period, previous pregnancies (included as GPA, or gravid, para, and abortions), age when her menstrual cycle started, if she is in menopause/when did that occur.
  6. Vaccinations: These are mostly age specific. In a pediatric population, there are many more vaccinations to keep track of. In the elderly, there are a few that are important. Otherwise, you will usually see tetanus as a big one being asked in the ED regardless of the age. You basically want to know what vaccination and when/how long ago they had it.
  7. Additional cancer screenings: There are a lot. For example, gynecologic screenings, breast screenings, colon cancer screenings, lung cancer screenings… you get my point. Each has a specific set of questions and age requirements. Usually your doctor will be the one to ask, you just need to put if they have or haven’t. If they have, what age the screening was done/how long ago and what the results were.
General Information for the plan

Yes, well exams tend to take a while simply because you need to have a thorough examination. And if you are just writing the note, it means more things for you to click/type out. However, not every well exam you do will be daunting. And neither will the note. Typically most people don’t have several complaints and are just there to get yearly bloodwork and a pat on the back. However, you will have people with a list of complaints/concerns and then you have a massive HPI and usually a larger plan.

But well exams aren’t just the large HPI’s. The plan is also important. General health information gets relayed here along with information for each complaint. Several of the complaints listed in the above section go over areas that need to be counseled on. You may end up discussing a lot of this or majority of this information. When one of your providers frequently has a spiel about something, I suggesting making a “dot phrase” or quick phrase. That way, you can just pull it into the note and you don’t have to re-type it all the time.

Additional things:

  • Counseling on diet and exercise.
  • Exercise prescriptions
  • RICE instructions
  • how to measure your blood pressure
  • low salt diet
  • screenings
  • home safety
  • General discussion about labwork/imaging
  • general discussion about what to return for/call/go to the emergency department for

Again, depending on the encounter will depend on what is brought up. Once you see a few you will start to get the hang of it. As a scribe, if you can’t pick up well and run with it you won’t make it very far. As a medical student, PA student, or nursing student, you should have enough background to trigger this knowledge to help you run with it. That is what you are being trained to do after all!

Anywho, good luck and cheers!

General Surgery Rotation

Sup ya’ll!

Not going to lie… I was dreading this rotation. Mostly from horror stories of rude surgeons, super long hours, the constant pimping, and never having any down time or time to read. In all honestly, I had a pretty great experience.


Was it grueling? Yes.
Were there long hours?
Some days, but not all.
Did I know what I was doing? For most of it no.
Did I learn a lot? You bet!

My preceptor had a busy schedule, but it could have been worse. He also stressed to me that I was a medical student, not a resident. So my job was to learn and be exposed to things, and I could build upon it later. I was in clinic and saw in-patients/did consults, but spent most of my time in the OR.


I was honest with him upfront: I was nervous because of the horror stories of former students on surgery and that I was currently interested in peds. But that I was going to give it my all and learn as much as I could. He was happy with that response and taught me what he felt was appropriate.

He did give me a word of advice though: not all preceptors will be okay with that honest opinion. In fact, he said some surgeons (usually the old school ones) will find it a waste of time to teach you if you say you aren’t interested in surgery or you aren’t sure. You’ll have to gauge your interactions. I prefer to be honest and upfront and to deal with it later if need be. Use your approach how you see best fit.

Luckily, he let me scrub in to every single case. That’s right! He let me scrub in all the time. Some surgeries I was only assisting with suction, others I got to retract. After 4 days his PA-C started letting me take on first assist with him, and would guide me when needed or jump in if things got hairy. It was with her, (his PA-C) that I got to learn how to suture and close. She helped teach me how to hold tools. And if it weren’t for both of them, I would still have no idea what I was doing.


What was my schedule?


So, most days I would meet my doctor at 7am. Every. damn. morning. I live 40 minutes away from the site, so most days I was up early!

I spent 4 out of the 5 days my first week in the OR. The other day was a clinic only day. During the second week, I had 2 days in clinic, but all 5 days had cases. So for some days I would be back and forth with my physician seeing patients in clinic and then doing a case in the OR.

5:30am: The latest I could be up out of bed.
6:00 am: Needed to leave! Most days I could do everything within a half hour of waking up.
6:45ish am: Arrive to hospital campus. I needed enough time to park, get to the OR we were in (my preceptor worked out of two separate buildings on the hospital campus), change into hospital scrubs, drop my stuff off, find what OR we would be in, grab my gloves and gown (and let the surgery techs know I would be with him on every case that day), and try to scrub in. I preferred to scrub in my first time without an audience… The first several times I completely bathed myself in attempt to stay sterile and would have to go change my scrubs. Plus, whenever the doc was ready to scrub in he wasn’t waiting on me.
7-7:10ish am: Meet my preceptor. We would go greet and prep any patients that were there first thing. Occasionally if we had time he would pimp me, particularly if he had me read a specific topic.
7:30am: Usually our first case would be roomed by this time. Since I already scrubbed in, I would use the Avaguard gel and scrub in that way. It was quicker, although much much goopier! Then I would get gowned and gloved, and wait for things to begin! Sometimes I helped set up the rest of the sterile field. But because I was the newest member in the OR, most of the team didn’t want me touching anything. I get it, I’m the most unpredictable in the OR as I’m new.
7:30am-end. Sometimes we would be done at 2 pm, sometimes we would be done at 7:30pm. It all depended on how the cases went and how quickly the OR turnaround was.

Once I was done for the day, I would usually go home, eat, shower, and read/do Anki cards. If I was too tired, I wouldn’t study and just go straight to bed. Somedays instead of studying I’d practice suturing and holding my tools.

Clinic days were very similar. I would usually start around 7am and look up my first couple of patients for the day. He had me see new patients, and he would usually see the post-ops and do procedures without me. There were times where he had me come in for teaching purposes or because there wasn’t another patient to be seen.
After looking them up and looking at imaging reports and the patient was roomed, I would start the visit. I did the history and physical. If my preceptor was ready, I would present what we talked about and we would go see the patient together. That way I could hear what additional questions he asked and the plan of care. Unfortunately, I only had the time to present it took to walk from his computer to the room. And that was a very short walk….


If he wasn’t ready, I would start writing the note. I usually left my plan open as he was specific about it. Since we hadn’t been in the room yet, I didn’t want to guess at what he wanted.
My clinic days usually ended around 5 or 5:30pm. Then I would go home and study or practice suturing.


How much pimping happened?


I would say a fair amount. There were days where I felt prepared and other days where I didn’t. Anatomy is a big thing to know. But there is a lot more that you can get pimped on. And depending on the preceptor will depend on the types of questions you’ll get asked.


If he specifically asked me what I read the night before (sometimes I would just read and he would pimp me from there) or if he specifically asked me to read on a topic the day before he would ask me questions pertaining to that. Other times while in the OR he would just randomly ask me questions.


Did I struggle? Oh hell yes. All the time. BUT, he was very patient with me.
Does pimping scare me? No. This is an opportunity to learn.

Yes, there will be preceptors who belittle you for not knowing it. But you are medical student. This is your first time seeing patients or even being exposed to that branch of medicine. If you are embarrassed about not getting it right, you need to go home and learn that topic. And honestly if you get super embarrassed, you’ll probably remember that fact forever. That is why you get pimped. It is a way to ingrain information into you.

Since there was a lot of laparoscopic surgeries that my preceptor performed, trying to orient yourself in the body is hard. Specifically because your first two years you are either working on cadavers that you open entirely up OR you are looking at a drawing in a textbook. But seeing things laparoscopically does help with orientation.

Oh, and how much anatomy you forgot too. Yea. I didn’t expect to forget that much.

Sterile Fields

This is a big thing in surgery. A chunk of the surgical techs and nurses working with me were patient. They came off strong at first, but as long as they were willing to show me the correct way I wasn’t upset by it. I get it. It’s their job.

Some co-workers had a stick shoved up their bum the whole time. They took personal offense that I was a student in the OR and felt the need to be breathing down my neck at all times. Whatever. At the end of the day, as long as you are following protocol, staying sterile (and following proper techniques!), you answer to the physician.

Lesson in sterile fields, because let me tell you I was super shit at this. I had practiced scrubbing at least in OB/gyn, but did not remember how to gown very well. I needed the surgery rotation and to do it multiple times a day for ti to really sink in.

  1. You need to do a full scrub when you first get there. You are welcome to do it before your first case and not use the gel, but I preferred to do it once in before hand. As I mentioned earlier, I had trouble not getting water all over me. And also, my preceptor wasn’t going to wait for me. You should be taught how to do this, but I did record a video on my instagram of how to do this as well. You need to scrub for a full 5 minutes. Fingers up, elbows down. Don’t touch anything once you’ve started scrubbing. The hardest part is going to be getting used to being aware of where your hands and body parts are at all times in space.
  2. Drying off is also a special procedure. If you walk into the OR after your first scrub, there is a special way to towel off. If you’ve never done it before, ask the scrub techs to walk you through it.
  3. Keep your arms/elbows away from your body. When drying off, you need to basically stick your booty out and your arms extended a bit in front of you so you don’t touch anything with the towel other than your hands. Again, you gotta practice it.
  4. Gowning and gloving is also going to need to be practiced. I had people to help me with each case. Once they were comfortable with me getting help from them, they taught me some ways to learn how to glove myself. But overall, you should learn this at orientation or in medical school, and you’ll just have to keep practicing it.
  5. No arms above your head! I learned that the hard way.
  6. Learning to be aware of the space. Anything blue = no touchy. Don’t go near it. You can go near it once you are gowned, but even then you really shouldn’t touch it.
  7. The only sterile part of you is between your mid-chest to your waist. Keep your hands in this area or your hands firmly on the OR table at all times. Your back? Not sterile. Under your arms? not sterile. Your lap? You guessed it, not sterile.
  8. I recommend watching the surgery team fully set up a patient a couple of times so you can see how it is done.
  9. There is also a specific way you need to apply the sterile gel. You can only use the gel after you’ve actually scrubbed with soap and water. You cannot just use the gel by itself. You are always welcome to manually scrub before each case, but the gel is faster. But very goopy.

What you see

General surgery is vast. It depends on your preceptors specific niche of what they do and where they are practicing. I saw a ton of gallbladder removals and hernia repairs. I also saw an adrenalectomy, Nissen fundiplication, lipoma removals, and a lot of breast surgeries. Other general surgeons will do vascular procedures. My particular preceptor no longer did anything with small bowel or colon, since he had two colorectal surgeons as partners. You may see a lot of this!

I also saw a ton of PD catheters. Apparently, the area I had my rotation in is the largest area where people receive peritoneal dialysis. My preceptor mainly places them, so I saw a lot.

I’m sad I never saw an appendectomy, but you’ll see a lot of those too.

Again, it all depends on your preceptors niche of what they do and where they are at.

Studying:

Oye Vey. I felt like I was trying to put as much into my brain when I left clinic and the OR as I was while there. Study tools vary greatly, but a few that are always good to have:

  • Pestana’s surgery notes. It is a small book with quick high yield highlights. It is a great preview of topics, but doesn’t go super in-depth.
  • Surgery Recall. Great book. Has lots of great questions that you may get pimped on.
  • Anki. I mean, I tried to used part of the Dorian Deck for studying for this. But most of my studying came from looking up surgical recall and reading from the textbook my preceptor recommended.
  • optional! Recommended book by my preceptor: “Essentials of General Surgery and Surgical Specialties” by Peter F. Lawrence. Each preceptor may have a specific textbook they like. This one was recommended to me to have. I did read a lot out of it, but you may not have to buy a specific textbook for your rotation.

Everything else was mainly me reading/looking up topics I was assigned or picked and learning how to suture as I mentioned earlier.

Tidbit: My preceptor recommended I keep a notebook of all the things I learn in third year so I can review it from time-to-time. He also recommended I only pick one thing to learn about at home a day. And to REALLY learn it. So I typically tried to do that, but mostly I was learning about an entire subsection of the body. So for example, I would read about the gallbladder and everything to do with it.

Unfortunately, I have several notebooks/mini notebooks for each rotation and I haven’t had time to transfer it to any one notebook…

Conclusions

Honestly, I didn’t expect to enjoy it this much. So much so that at this point in time, I am torn between continuing peds or doing general surgery. I enjoy being around kids because they are super fun. But on the flip side, I do enjoy using my hands and being able to tick off a box after a surgery/procedure.

So because of that, I will want to do another rotation in general surgery which I will do this spring. But honestly, I think I’m going to go for it. And if things don’t work out I can always fall back on peds!

Get ready to be exhausted on this rotation. Get ready to get your butt kicked. Get ready to not know much and learn a lot; both about surgery and the body. Surgical fields, scrubbing, suturing, holding tools, where to stand is all part of it. On top of that, you are going to see body structures in a new plane under laparoscopic. You are going to have to try to orient yourself if things aren’t in place like your textbook (and normally they aren’t). And you are going to have to re-learn all the GI stuff since that is a lot of general surgery lol. But it can be fun as well. Make the most of it just like you should make the most of every rotation. Third year is about exposure to different specialties and exposure to learn as much as possible. Soak up what you can as you may not get to do it ever again.

Until next time…