Scribe Series: PE

Hello again!

I wanted to post this awhile ago but couldn’t figure out the best way to present it. So I’m hoping to be able to lay this out in a relatively easy way for you to follow and understand. And hopefully, help fill you in where you feel you are lacking. 

In all honesty, I probably won’t be able to do all that.  But hey, I’ll try!

The systems:

The PE, or physical exam, is broken into systems just like the ROS is. The PE is much more detailed than the ROS, as you can have an infinite amount of exam findings. Plus, the ROS is just to discuss symptoms of the patient. But the PE is to describe what the physician actually finds. This goes into the objective portion of the chart.

Systems include:

  • General Appearance
  • Head
  • Eyes
  • ENT
  • Neck
  • Cardiac
  • Lungs
  • Abdomen
  • Genitourinary
  • Rectal
  • Breast
  • Musculoskeletal
  • Back (sometimes just lumped in with MSK)
  • Extremities (sometimes just lumped in with MSK)
  • Skin
  • Psych
  • Lymph

Now there may be some different categories depending on the EMR being used. Additionally, different specialities will use different categories, or selective categories for what benefits or fits into that specialty.

For example, a cardiologist may only use General, Neck, Cardiac, Lungs, and Extremities in majority of their notes, and then add more if needed. But for Family Practice or Internal Medicine, they will use several of the above. Typically a full exam will have 12 systems that are evaluated.

The other thing you need to remember, is a well visit or first patient encounter for general medicine will have more systems that are needed to be examined than a brief return visit for a problem focused exam.

I really wish I could remember how many bullet points were needed for problem focused versus detailed exams. I think it is 9 and 18, but don’t quote me on that. 

Touch versus no-touch exams:

No-touch exams are a way for medical providers to use other senses such as sight, smell, and hearing, (things outside of touch) to add observations about a patient’s current health state.

They fill out the chart to help with both a better picture of how the patient is doing at the time of evaluation and eventually for billing. But doctors mainly use it to include a more rounded picture of how the patient was during presentation. Billing is more of a hospital/clinic thing and/or a scribe may be required to keep track of those things.

Examples of this include: Alert, able to converse without difficulty, slurring speech, garbled speech, smells of alcohol, breath smells fruity, face symmetric, head normocephalic and atraumatic, normal respirations/no respiratory distress, no acute distress, moves all extremities without difficulty, able to move (i.e. arm or neck) with some ROM (range of motion) during conversation, good color, no overt skin rash noted, etc. 

You get my point. These are all things that you can see/smell/hear, usually within a few seconds of walking into a room with a patient.

A touch exam is what you would typically think of when a PE is done. It is more in depth and includes things like listening to heart and lungs, palpating the abdomen, doing ROM tests for extremities, and doing a more thorough skin exam.

The breakdown:

There will usually be an additional place on the PE to note that vital signs were checked. It’s a really bad thing if the vitals aren’t entered into the chart OR weren’t reviewed by the provider. In every case of seeing a patient, physicians/nurses/PA’s all check the vital signs. Whether they mention it or not. This is a checkbox that serves to say they did check it, even though everyone does…

If your provider does not check it with every patient you have bigger problems my dear.

General Appearance: This is the first part of every PE. It serves to set a general picture of the patient. Is it good? Is it bad? Do they look relatively normal and healthy? 

You get my point.

What sort of things are found under this system? Things to include are mostly observations. A lot of this can be obtained when you first walk into a room and you see a patient either in the chair, on the exam table, in the hospital bed, or walking around the room. It helps illustrate if a patient is sick, in distress, or doing just fine. 

Head: This section of the chart is usually pretty small. Unless of course there is a head trauma. This section will usually always have normocephalic & atraumatic checked. Again, unless there is a head trauma. In which you would describe any changes or trauma noted to the head (as a whole) and face.

Eyes: Normally you would find things like PERRL and EOMI checked for most patients. But basically you are putting the appearance of the eyes here (if normal or abnormal) and the findings if a specialized eye exam is done.

ENT: This includes everything ears, nose, and throat. External appearances, and a closer inspection of each area of the head. 

Neck: Mainly if they can move it. So does it look supple? (Basically can it move without difficulty). Is there restricted ROM? Why is there restricted ROM? This may also have external appearance and potentially lymph gets added in here too.

Lymph: You have lymph everywhere. The major areas of lymph nodes include the face, neck, supraclavicular/axillary area, and groin. But you literally have these suckers everywhere. Majority of the time you may just use note if they do or don’t have cervical lymphadenopathy, which can be lumped under neck. Other times you will have a more in-depth exam finding or evaluation.

Cardiac: Everything to do with the heart. You can also place anything pertaining to the cardiovascular system, including pulses, warmth, color, etc. 

Lungs: Everything to do with the lungs. This is usually just an auscultation exam. But may also include things like appearance of chest, tenderness of the chest wall, and any speciality tests. If the additional are added, then it would fall under “chest” heading.

Abdomen: Full abdominal exam/findings. May include kidneys/flank area as well. Same thing applies: appearance, percussion, auscultation, and tenderness.

GU/rectal: This is not typically done on most patients. For obvious reasons. Nobody likes their nether-regions being examined unless they have an issue OR it is a general well exam that needs to be done for health screening purposes. Because it is not normally included, you will likely have to add this section to your chart. (Unless you work in a gynecology or prostate clinic).

Breast: Same thing, this is not normally an exam that is done. Except if you work in a women’s clinic or gynecology clinic or unless it is a maintenance exam/screening exam or they have a specific complaint. You will likely need to add this into the PE section.

Musculoskeletal (will include back and extremities here): There is a lot you can put here. ROM (range of motion), warmth/cool to touch, pulses, how does the skin look? Strength, reflexes, sensation. All of that. 

Skin: Usually you will just put intact, of good color or something like that UNLESS neither of those are true. Things like rashes are the biggest thing that you put under skin. You can also put isolated trauma injuries here such as lacerations, burns, etc.

Psych: This will not be done in every case either. Things like depression screenings, if someone is anxious, if their affect is off, paranoid, delusional, hallucinating, all that fun stuff. Unless of course you work the psych unit in the ER or are working in a psychiatry office. 

But you will figure out with each exam what your provider you work with likes in each section/their specifics for their exam. This is just a general guide.

Example PE (normal):
I got this example from https://www.soapnote.org/general/general-adult-physical-exams/ and added a few things. Your templates will vary greatly depending on who you work with and what specialty you are in. These are just examples. Honestly, they go a little too in-depth for some of these if you ask me...

GENERAL APPEARANCE: Well developed, well nourished, alert and cooperative, and appears to be in no acute distress.

HEAD: normocephalic. Atraumatic.

EYES: PERRL, EOMI. Fundi normal, vision is grossly intact.

  • To be honest I’m pretty sure you need to do an evaluation with an ophthalmoscope for fundoscopic findings, so should not be included in every exam…

EARS: External auditory canals and tympanic membranes clear, hearing grossly intact. 

NOSE: No nasal discharge. External nasal appearance appears symmetric. Turbinates pink, moist, non-boggy.

THROAT: Oral cavity and pharynx normal. No inflammation, swelling, exudate, or lesions. Teeth and gingiva in good general condition. Mallampati score of (1- 5/5).

NECK: Neck supple, non-tender without lymphadenopathy, masses, or thyromegaly.

CARDIAC: Normal S1 and S2. No S3, S4 or murmurs. RRR (regular rhythm and rate). There is no peripheral edema, cyanosis or pallor. Extremities are warm and well perfused. Capillary refill is less than 2 seconds. No carotid bruits.

  • Carotid bruits can also go under neck. 
  • Cap refill can go under skin as well.
  • Extremity findings can also go under MSK or extremity (if this is a specified section on the exam).

LUNGS: Clear to auscultation and percussion without rales, rhonchi, wheezing or diminished breath sounds. Normal appearing chest. No chest tenderness.

ABDOMEN: Positive bowel sounds. Soft, nondistended, nontender. No guarding or rebound. No masses.

  • You may also see this as S/NT/ND, but this is not always an approved abbreviation. 

MUSKULOSKELETAL: Adequately aligned spine. ROM intact spine and extremities. No joint erythema or tenderness. Normal muscular development. Normal gait.

  • Gait can also go under neurological exam.

BACK: Examination of the spine reveals normal gait and posture, no spinal deformity, symmetry of spinal muscles, without tenderness, decreased range of motion or muscular spasm.

  • See the similarity here with the MSK exam? Most of the time this is included in MSK.

EXTREMITIES: No significant deformity or joint abnormality. No edema. Peripheral pulses intact. No varicosities.

  • Remember, some of this can be part of the cardiovascular exam but you see it in the extremities. Other findings are just MSK related. This is usually under MSK.

LOWER EXTREMITY: Examination of both feet reveals all toes to be normal in size and symmetry, normal range of motion, normal sensation with distal capillary filling of less than 2 seconds without tenderness, swelling, discoloration, nodules, weakness or deformity; examination of both ankles, knees, legs, and hips reveals normal range of motion, normal sensation without tenderness, swelling, discoloration, crepitus, weakness or deformity.

  • Okay honestly, I feel like the website I’m getting this information from is beating a dead horse. BUT, you can see again that you can move findings to different areas of the chart.

NEUROLOGICAL: CN II-XII intact. Strength and sensation symmetric and intact throughout. Reflexes 2+ throughout. Cerebellar testing normal.

  • YOU MUST write the cranial nerves (CN) in Roman numerals. If there is an issue with a cranial nerve, you can write “CN II-XII intact except for CN III” or whichever CN is the issue. 
  • Reflexes can go under extremities as well. Same with sensation.

SKIN: Skin normal color, texture and turgor with no lesions or eruptions.

PSYCHIATRIC: The mental examination revealed the patient was oriented to person, place, and time. The patient was able to demonstrate good judgement and reason, without hallucinations, abnormal affect or abnormal behaviors during the examination. Patient is not suicidal.

 

I want to remind you all that if aspects of the chart are not actually evaluated/examined DESPITE being in your providers "normal template" you need to take it out. No touch findings/evaluations can usually be left in unless they are contradictory. In general, if something is abnormal or contradictory to what is in your general template you need to change it to the correct exam findings.
Dictation:

Okay. You will receive the PE in one of three ways. 

  1. You will be dictated to in the room while the exam is occurring. As a new scribe (or if your provider is just particular AF) you will receive all the normal and abnormal findings. If you are a more advanced scribe you will likely just receive the abnormal findings. 
  2. You will be dictated to in their office or a dictation room where several providers hang out between patients. Same thing applies as above.
  3. You are an experienced scribe and they just assume you know what you are doing. They may give you just the abnormal findings. They may completely forget that you are a scribe and you didn’t actually do the exam yourself, and you may have to prompt them for abnormal findings.

Since you are being dictated to, you will need to improve your listening and typing skills as a scribe. This is critical! You will also need to make sure you have a good shorthand so you can go back and rewrite/properly add in the examination. As a scribe (especially a new one) you haven’t quite grasped what is normal and abnormal yet. So make sure you are getting all the details so you can accurately put this information in the chart.

Once you have all the information, make sure you are removing contradictory elements in your PE. I can’t stress that enough. I have seen countless scribes forget to remove the contradictory information. If you aren’t sure about something, Ask!

Common Words/Abbreviations:

I will put some common words/abbreviations here. There are a lot. So much so that universities will try to convince you to take a medical terminology course. 

Don’t do that. 

It is seriously a waste of time. Google will help you find all of these and it is free!

And honestly, there is no shame in looking up a word you can’t remember or you aren’t quite sure is correct. Better to double check than use the wrong word. No one is going to know. Unless of course you are being pimped. Then you are on your own there bud…

Here is a PDF of what is approved for the NBOME: It starts on page 17.  

A&Ox3: Alert and Oriented (x3) or to person, place, and time. You may also see A&Ox4 which is the same as above but add event. 

VSS: Vital signs stable.

NAD: No acute distress. 

LMP: Last menstrual cycle. You may also see LKMP: which is last known menstrual cycle. For those of you with out vaginas the cycle starts on the first day you bleed. A typical “regular” cycle is 28 days, but there is a lot of variation with this. 

NC/AT: normocephalic, atraumatic. 

PERRL: pupils equal, round, and reactive to light (sometimes will have an A at the end which stands for accommodation)

EOMI: extra ocular movements intact.

EAC: external auditory canal.

LAD: lymphadenopathy. (I personally hate using this one).

RRR: Regular rate and rhythm

NSR: Normal sinus rhythm

CTAB: Clear to auscultation bilaterally

ROM: Range of motion

CN II-XII: Cranial nerves 2-12 

abd: abdomen

CVA (has 2 meanings): costovertebral angle (or flanks) AND cerebrovascular accident (stroke)

HTN: Hypertension

DM: diabetes mellitus

NIDDM: Non-insulin dependent diabetes mellitus

IDDM: insulin dependent diabetes mellitus 

CHF: Congestive heart failure

COPD: Chronic obstructive pulmonary disease

CABG: coronary artery bypass graft. (if you hear this it will sound like “cabbage”. Do not write that. They are never talking about the vegetable cabbage.)

JVD: Jugular Venous Distension

R/O: rule out

WNL: within normal limits

LFT’s: Liver function tests

MVA: Motor vehicle accident. 

Cspine/Tspine/Lspine: Use one on their own, not listed like this. Stands for cervical spine, thoracic spine, lumbar spine.

PE (has 2 meanings): Physical exam OR pulmonary edema. You need to be able to distinguish in what context you are using.

DVT: Deep vein thrombosis

URI: upper respiratory infection

I&D: incision and drainage.

There are so many. But hopefully that is a start. A lot of these should sound somewhat familiar if you’ve ever spent time in a medical setting.

This website has a few good medical words with definitions if you want to check it out: Vitality Medical.

Des Moines University has some helpful prefix and suffix information as well. 

Hopefully this was somewhat helpful to a few of you! It’s hard to remember all of the terms I learned as a scribe because it was so long ago. If I can keep track of what I see again I will try to make another list, but no promises. 

Cheers!

 

Scribing: What to expect your first week of training

Okay. I can do this. I finally got the email telling me that they are interested and I’ve passed all their benchmarks. They know I don’t have any experience, they said they would teach me everything! So why am I so nervous?

My ticket is paid for. They will pick me up from the airport and take me to the hotel where we will all be staying. They will be shuttling us everywhere and we are going to be in classroom training for a week. But why, oh why, am I still so nervous even though they’ve given me all this information?

The unknown. The unexpected.

How hard is this going to be? I’m a perfectionist you know. Am I even going to be good at this or am I finally going to meet a hurtle I can’t jump? Is this my demise where I find out I don’t have what it takes to become a scribe and my dreams of getting experience and going to medical school have just flown out the window?

Going into classroom training my first time as a new scribe was nerve-racking to say the least. I had no idea what I was doing, and not to mention my underlying anxiety that was severely mismanaged (well actually not managed at all at this point) was getting the best of me.

Sound familiar new scribes?

You aren’t the only ones that have freaked out about a new experience. Hell, show me someone going into training or a job interview for the first time who hasn’t been nervous. Either they are lying or are a cocky bit of bull-shit who will likely think they are too good for this and actually suck hardcore (those are by far my favorite type of people to watch fall flat on their face. No judgement…I’m not judging, you’re judging!)

It’s been quite a bit since I was the new trainee (2011 to be exact), but I remember vividly how I felt. And it was hell on my anxiety for the entire week I was in classroom training. Mix having to learn lots of new content, being tested along the way and having to pass, learning to all of a sudden rely on my typing skills instead of my handwriting (what? who does that?), and lots of sleep deprivation because I was scared of not passing; just a bad combination. Actually to be honest that week was hell.

But I passed, and so can you. 

Photo Credit:
https://weheartit.com/entry/216353594

Just stop and take a deep breath.

I won’t bore you with the details of my intense anxiety and sleep deprivation because honestly it was a massive blur once I started. There were a lot of people I started with and some most definitely failed out before we were done with classroom training. Others failed during floor training or decided this wasn’t for them. But let’s start with some common questions that you may have.

Potential First Day Questions:

What should I bring?

You will need your scribe manual, a pen/pencil, and your login information. If you weren’t given a scribe manual before, you should get it on your first day or a version of one. For your login information, if you are signing in/out online, bring this username and password (so you can get paid!) and if you happen to have your login information from the EMR training course you were likely required to take, bring that as well. If you really want to you can bring a notebook.

What should I wear?

Professional dress. No need for suits, but please do not show up in jeans and flip flops. If you were given information on scrubs/color/brand beforehand you may show up in your scrubs and close-toed shoes. But usually by the first day you haven’t sorted this out yet. And be comfortable! You will be there for a bit, so make sure you are comfortable so you can optimally learn.

How long will I be there?

Each classroom training day is a bit different. When I went for my initial classroom training I was there all.freaking.day. It sucked. But for the second company I worked for and for the homegrown program I worked for, usually 2-4 hours each classroom training shift.

Should I have taken a medical terminology course?

Honestly, I don’t think it’s that helpful. One, you waste tuition money by taking it if it is offered at your university and they are usually a joke of a class. Two, you probably forgot everything from that class anyways. Three, you are going to learn it all again, so really I don’t find it useful.

Am I meeting professionals here? Am I meeting my physician(s) I will work with here?

The only professional(s) you will meet are your trainers likely. Maybe their boss if he/she decides to make an appearance – which is highly unlikely by the way. Usually they will just phone in and give you some blah blah about how they are always there if you need it and they are so happy you are joining the team and just barf stuff. Really, I rolled my eyes every time I had to call my manager for that, but its necessary, I get it. Makes you feel welcome or something like that.

And good joke about meeting your physicians you will work with! They don’t want to see you until you have an inkling on how to be a scribe because they don’t have time to waste dealing with someone who doesn’t know what they are doing. So it’s just going to be you and your trainer and your other classmates.

Oh god am I meeting patients on my first day?!?

Nope. Face it you are going to suck and have no idea what you are doing that first week. We aren’t bringing in patients yet!

Where am I meeting? What about parking? 

For one company I was taken to and from my hotel to the place where they were holding classroom training. For the other company and the homegrown program I always sent out a detailed email about where parking was, if you had to pay for parking, what the building address was, and where within the building to meet and I always gave my cell phone in case you newbies got lost. Because half of the class always got lost…

Your trainer or scribe company should be doing the same thing.

On-boarding:

This is the thing that should be started from day one of you signing your tax documents and hiring documents. These are the things required by both your scribe company and the hospital you will be working for that will say you are medically clear and can obtain your badge. No badge = no working in the hospital or clinic.

I repeat, no badge = no working in hospital or clinic!

Common things you will need to complete and turn in during the on-boarding process:

  • Vaccinations. Each site is different but usually requires MMR, varicella, tDAP, and some places also require hepatitis B series. You will likely need to get titers as well to show you are immune, but this varies based on clinic site and company you work for.
  • TB test. Yup, need to know if you have been exposed or not. If you have, you need to have been treated and this needs to be thoroughly documented. You are about to work with patients, usually whom are sick. The hospital doesn’t want to be liable for you possibly spreading TB if you have it. But honestly, most of you will have a negative test. Some of you will just have to get a chest x-ray instead to show you are all good!
  • All tax documents filled out and returned. All direct deposit paperwork filled out. If you want to get paid I suggest you do a direct deposit. Most companies now will send you a card with your wages on it if you don’t set up direct deposit. IDK about you, but I don’t want that. I want my money and I want it now!
  • Badge clearance. These instructions will be given to you once you have usually turned in all of your vaccinations and TB testing requirements and so forth. Again, you need this to enter and work in the clinics!
  • Completing all hospital required courses/mandatory training. Most of this is just saying you attended the EMR course and can functionally use it. But when I held classroom training I made sure my scribes knew how to navigate the chart during our training sessions which made their mandatory training easy. But they still had to go just to click the checkbox off.
  • Scrubs! This one isn’t mandatory but you will need these before starting your shift. Unless your company makes you wear a different uniform, you will likely be in scrubs.

Breakdown of Content for Each Day:

Day 1: General overview.

  • General housekeeping items like how to clock in, what to wear/importance of dress, proper behavior in a clinic, etc.
  • Usually a very general powerpoint presentation on the overview of the chart and charting areas itself.
  • Learning objective vs subjective is big on this day.
  • First look/walk through of the EMR in a controlled practice environment and allowing you to play around with it.
  • Discussion of quizzes. Usually you have a quiz at the start of the next section going over what you learned in the powerpoint for this current session. Usually you have to pass with an 80% or better. If you are unable to pass a quiz, most places will let you fail one quiz and retake it the next day on top of the additional quiz that was already scheduled. However, most places will not allow you to fail more than one quiz.

Day 2: Chronic illnesses (or some variation on chronic disease)

  • Quiz Time!
  • Presentation on chronic illnesses that are usually present in all types of clinics/medicine. Such as diabetes, heart disease, kidney failure, etc.
  • If time more playing around with the EMR.

Day 3: Subjective Day!

  • Quiz Time!
  • HPI  & ROS presentation. This talks about everything regarding History of Present Illness or HPI and the Review of Systems or ROS. All of the elements, what types of HPI’s and ROS’s there are, etc.
  • HPI practice first. 
  • Then usually HPI + ROS practice. These should be done in the EMR if able to do so, so you learn how to navigate your charting system.

Day 4: Physical Exam Day!

  • Quiz Time!  
  • Then the powerpoint which will make your head spin. PE or physical exam has the most content to learn. This is the hardest powerpoint to digest and learn and most people fail the quiz on this.
  • HPI, ROS, PE practice in the EMR.

Day 5: Results

  • Quiz time! 
  • Powerpoint usually on being able to capture results and where they go and different types of labs /imaging that can be obtained.
  • If you are allowed to, you will learn how to enter orders so your physician can sign them.
  • So much more practice here.

Day 6: Plan/MDM

  • Quiz time again!
  • Powerpoint usually explaining this section of the chart and different types of plans that you may see. This varies widely between specialties, offices, and provider preferences by the way.
  • So many more practice scenarios. By now you will be practicing doing the whole entire chart.

Day 7: HIPAA & all practice

  • Quiz!
  • You go over HIPAA rules (this is the one where I got to scare all of you so you wouldn’t do anything shady). This is usually a pretty short powerpoint.
  • The rest of this is all practice.

Final Exam

Yes, you have to take a final exam. This is usually a combination of your pre-classroom training test and what you learned in classroom training. There are a lot of questions, but the also means you can get a fair amount wrong and still pass!

HOLY CRAP that was long. But you got though this post just like you will get through classroom training. Just remember, you aren’t the only one who is nervous about this and freaked out by this process. Your trainer was in the same place you are now when they were newbies too. Put in the work and you will do fine.