Textbook of Physical Diagnosis: History and Examination, 6th Ed. by Mark H. Swartz

Chapter 7

The Physical Examination

Don't touch the patient—state first what you see; cultivate your powers of observation.

Sir William Osler (1849-1919)

The Basic Procedures

In the previous chapters, the general rules for mastering the art of taking the history were discussed. The specific skills necessary to perform a proper physical examination are discussed in this chapter. The four principles of physical examination are as follows:

1. Inspection

2. Palpation

3. Percussion

4. Auscultation

To achieve competence in these procedures, the student must, in the words of Sir William Osler, ''teach the eye to see, the finger to feel, and the ear to hear.'' The ability to coordinate all this sensory input is learned with time and practice.

Even though examiners do not use all these techniques for every organ system, they should think of these four skills before moving on to the next area to be evaluated.

Inspection

Inspection can yield an enormous amount of information. Proper technique requires more than just a glance. Examiners must train themselves to look at the body by using a systematic approach. All too often, the novice examiner rushes to use the ophthalmoscope, stethoscope, or otoscope before the naked eyes have been used for inspection.

An example of what is meant by ''teaching the eye to see'' can be demonstrated in the following exercise. Read the sentence in the box. Then count the number of ''f's'' in the sentence.

Finished files are the result of years of scientific study combined with the experience of years.

How many did you count? The answer is given in a footnote at the end of this chapter. This example clearly shows that eyes have to be trained to see.*

*This test has been circulated widely in the medical community. The original writer is unknown.

While taking the history, the examiner should observe the following aspects of the patient:

• General appearance

• State of nutrition

• Body habitus

• Symmetry

• Posture and gait

• Speech

The general appearance includes the state of consciousness and personal grooming. Does the patient look well or sick? Is he or she comfortable in bed, or does he or she appear in distress? Is the patient alert, or is he or she groggy? Does he or she look acutely or chronically ill? The answer to this last question is sometimes difficult to determine from inspection, but there are some useful signs to aid the examiner. Poor nutrition, sunken eyes, temporal wasting, and loose skin are associated with chronic disease. Does the patient appear clean? Although the patient is ill, he or she does not have to appear unkempt. Is his or her hair combed? Does he or she bite fingernails? The answers to these questions may provide useful information about the patient's self-esteem and mental status.

Inspection can evaluate the state of nutrition. Does the patient appear thin and frail? Is the patient obese? Most individuals with chronic disease are not overweight; they are cachectic. Long-standing ailments such as cancer, hyperthyroidism, or heart disease can result in a markedly wasted appearance. See Chapter 5, Assessment of Nutritional Status.

The body habitus is useful to observe, because certain disease states are more common in different body builds. The asthenic, or ectomorphic, patient is thin, has poor muscle development and small bone structure, and appears malnourished. The sthenic, or mesomorphic, patient is the athletic type with excellent development of the muscles and a large bone structure. The hypersthenic, or endomorphic, patient is a short, round individual with good muscle development but frequently has a weight problem.

Because the outward appearance of the body is symmetric, any asymmetry should be noted. Many systemic diseases provide clues that can be uncovered on inspection. For example, an obvious unilateral supraclavicular swelling or a less obvious unilateral miotic pupil is a clue that can aid the examiner in reaching a final diagnosis. A left supraclavicular swelling in a 61-year-old man may represent an enlarged supraclavicular lymph node and could be the only sign of gastric carcinoma. A miotic pupil in a 43-year-old woman may be a manifestation of interruption of the cervical sympathetic chain by a tumor of the apex of the lung. The recent onset of a left-sided varicocele in a 46-year-old man could be related to a left hypernephroma.

The patient is usually in bed when introduced to the examiner. If the patient were walking about, the examiner could use this time to observe the patient's posture and gait. The ability to walk normally involves coordination of the nervous and musculoskeletal systems. Does the patient drag a foot? Is there a shuffling gait? Does the patient limp? Are the steps normal?

The examiner can learn much about the patient from his or her speech patterns. Is the speech slurred? Does the patient use words appropriately? Is the patient hoarse? Is the voice unusually high or low in pitch?

Is the patient oriented to person, place, and time? This can easily be evaluated by asking the patient, ''Who are you? Where are you? What is the date, season, or month?'' and ''What is the name of the president of the United States?'' These questions certainly do not have to be asked at the beginning, but they should be asked at some time during the interview and examination. These questions provide an insight into the mental status of the patient. The mental status examination is discussed further in Chapter 21, The Nervous System.

The examiner must be able to recognize the cardinal signs of inflammation: swelling, heat, redness, pain, and disturbance of function. Swelling results from edema or congestion in local tissues. Heat is the sensation resulting from an increased blood supply to the involved area. Redness is also a manifestation of the increased blood supply. Pain often results from the swelling, which exerts increased pressure on the nerve fibers. Because of the pain and swelling, a disturbance of function may occur.

Palpation

Palpation is the use of touch to determine the characteristics of an organ system. For example, an abnormal impulse may be palpated in the right side of the chest and could be related to an ascending aortic aneurysm. A pulsatile mass palpated in the abdomen might be an abdominal aneurysm. An acutely tender mass palpated in the right upper quadrant of the abdomen that descends with inspiration is probably an inflamed gallbladder.

Percussion

Percussion relates to the tactile sensation and sound produced when a sharp blow is struck to an area being examined. This provides valuable information about the structure of the underlying organ or tissue. A difference from normal sensation may be related to fluid in an area that normally does not contain fluid. Collapse of a lung changes the percussion note, as does a solid mass in the abdomen. Percussion that produces a dull note in the midline of the lower abdomen in a man probably represents a distended urinary bladder.

Auscultation

Auscultation involves listening to sounds produced by internal organs. This technique furnishes information about an organ's disease process. The examiner is urged to learn as much as possible from the other techniques before using the stethoscope. This instrument should corroborate the signs that were suggested by the other techniques. To examine the heart, chest, and abdomen, auscultation should be used, not alone, but together with inspection, percussion, and palpation. Listening for carotid, ophthalmic, or renal bruits can provide lifesaving information. The absence of normal bowel sounds could indicate a surgical emergency.

Preparation for the Examination

The physical examination usually begins after the history has been documented. You should have a portable case designed to contain all the necessary equipment, which includes the items listed in Table 7-1.

Place the equipment on the patient's night table or bed stand. By laying out all the tools, you are less likely to forget to perform a specific examination. It is preferable to use daylight for illumination because skin color changes may be masked by artificial light. The patient's curtains should be closed for privacy at the start of the interview.

Before examining the patient, wash your hands, preferably while the patient is watching. Washing with soap and water is an effective way to reduce the transmission of disease. Be sure to lather for 10 seconds or more. If soap and water is not available, it is also acceptable to use an alcohol-based hand hygiene product unless there is visible soiling.

The patient should be wearing a gown that opens at the front or back. Pajamas are also acceptable. It is most important to consider the comfort of the patient. You should allow the patient the use of pillows if requested. This is one of the few relationships in which individuals are willing to expose themselves to a stranger after only brief contact.

It is important that you become facile in each organ system examination. Incorporate the individual evaluations into the complete examination with the least amount of movement of the patient. Regardless of age, patients tire quickly when asked to ''sit up, lie down, turn on your left side, sit up, lie down,'' and so on. You should perform as much of the examination as possible with the patient in one position. It is also important that the patient never be asked to sit up in bed without support for any extended period.

Table 7-1 Equipment for Physical Examination

Required

Optional

Available in Most Patient Care Areas

Stethoscope

Nasal illuminator**

Sphygmomanometer

Oto-ophthalmoscope

Nasal speculum

Tongue blades

Penlight

Tuning fork: 512 Hz

Applicator sticks

Reflex hammer

Gauze pads

Tuning fork: 128 Hz

Gloves

Safety pins*

Lubricant gel

Tape measure

Guaiac card for occult blood

Pocket visual acuity card

Vaginal speculum

*A new pin should be used for each patient as a precaution against transmission of the human immunodeficiency and hepatitis viruses. As an alternative, a broken wooden applicator stick may be used.

**Attachment for the otoscope handle.

By convention, the examiner stands to the right of the patient as the patient lies in bed. The examiner uses the right hand for most maneuvers of the examination. It is common practice that even left-handed individuals learn to perform the examination from the right side, using the right hand. Each of the subsequent chapters on organ systems discusses the placement of hands.

Although it is necessary for the patient to disrobe completely, the examination should be carried out by exposing only the areas that are being examined at that time, without undue exposure of other areas. When a woman's breast is examined, for example, it is necessary to check for any asymmetry by inspecting both breasts at the same time. After inspection has been completed, you may use the patient's gown to cover the breast not being examined. The examination of the abdomen may be done discreetly by placing a towel or the bed sheet over the genitalia. Examination of the heart with the patient in the supine position may be performed with the right breast covered. Respecting the patient's privacy goes a long way in establishing a good doctor-patient relationship.

While performing the physical examination, you should continue speaking to the patient. You may wish to pursue various parts of the history, as well as tell the patient what is being done. You should refrain from comments such as ''That's good'' or ''That's normal'' or ''That's fine'' in reference to any part of the examination. Although this is initially reassuring to the patient, if you fail to make such a statement during another part of the examination, the patient will automatically assume that there is something wrong or abnormal.

The following chapters discuss the individual organ system examinations. Chapter 22, Putting the Examination Together, then summarizes a method of combining all the individual evaluations into one smooth, continuous examination.

Health-Care Infection Control Practices *

Students and clinicians are frequently exposed to patients with hepatitis or acquired immunodeficiency syndrome. Clinicians' fear of these diseases often interferes with the development of a good doctor-patient relationship. Once clearly defined procedures are implemented to ensure the safety of health-care workers, this fear can be better handled.

Several precautionary guidelines have been established by both the Centers for Disease Control and Prevention and the Occupational Safety and Health Administration. These guidelines should be followed routinely by all health-care workers whenever there is a possibility of exposure to potentially infectious materials such as blood or other body fluids:

1. The use of gloves should provide adequate protection when the physical examination is performed or when blood-soiled or body fluid-soiled sheets or clothing are handled.

2. Gloves should be worn when any individual with exudative lesions or weeping dermatitis is examined.

3. When a procedure is performed, fluid-resistant gowns, masks, and eye covers should be worn if the patient's body fluids may be splattered or aerosolized.

4. Hands or other contaminated skin surfaces should be washed thoroughly and immediately if accidentally soiled with blood or other body fluids.

5. All sharp items, such as needles, scalpel blades, and other pointed items, must be handled with extraordinary care to prevent injuries.

6. To prevent needle-stick injuries, needles should not be recapped. They should be disposed in clearly marked puncture-resistant containers.

7. If mouth-to-mouth contact is necessary, mouthpieces, resuscitation bags, or other ventilatory devices should be used.

8. Blood and other body fluid specimens should be handled with gloves.

9. Areas that have been soiled with blood or other body fluids should be cleaned and decontaminated with an appropriate disinfectant.

10. All reusable items should be processed in accordance with current recommendations. The level of disinfection or sterilization is based on the specific tissues that the item contacted.

11. If a sharps injury or exposure to blood or body fluid occurs, the injured or exposed area should be cleansed immediately, and if mucous membranes are exposed, they should be irrigated thoroughly with water. The incident should be reported and the exposed person referred promptly for management and counseling. Time is of the essence.

12. All health-care providers who have direct contact with patients should complete the hepatitis B vaccine series. In certain populations, testing for immunity before vaccination may be indicated. Typical preemployment/Student Health Service screening includes a purified protein derivative (for tuberculosis) and various serologic testing, including testing for hepatitis B virus.

A patient may be in isolation or on special precautions, which indicates that he or she is suffering from a contagious disease, such as tuberculosis or varicella-zoster virus infection or is colonized with a multidrug-resistant organism. Health-care providers should consult the institutional infection control manual for guidelines regarding restrictions on entry into the patient's room and on protective attire.

It is also the responsibility of all health-care workers not to transmit disease to their patients. If they have a lesion on their hands, they should wear gloves; if they have a cold, they should cover their nose and mouth; if they are sick, they should consider deferring patient contact.

Goal of the Physical Examination

The goal of the physical examination is to obtain valid information concerning the health of the patient. The examiner must be able to identify, analyze, and synthesize the accumulated information into a comprehensive assessment.

The validity of a physical finding depends on many factors. Clinical experience and reliability of the examination techniques are most important. False-positive or false-negative results reduce the precision of the techniques. Variance can occur when techniques are performed by different examiners, with different equipment, on different patients. The concepts of validity and precision are discussed further in Chapter 27, Diagnostic Reasoning in Physical Diagnosis.

Unconscious bias is an important concept to understand. It is well known that unconscious bias in an examiner can influence the evaluation of a physical finding. For example, in patients with rapid atrial fibrillation, the ventricular rate is irregular and varies from 150 to 200 beats per minute. The radial pulse rate is significantly lower, owing to a pulse deficit (explained in Chapter 14, The Heart). If examiners record the apical heart rate first, they find that the rate varies from 150 to 200 beats per minute. If they then check the radial pulse, they detect a faster pulse rate than if they had measured the radial pulse first. The first observation, therefore, biases the second observation. Alternatively, if examiners determine the radial pulse first and the heart rate second, the apical heart rate appears slower, but the chance of bias is lower because observer error is less at the apex (Chalmers, 1981).

It is important to review the concepts of sensitivity and specificity. Sensitivity is the frequency of a positive result of a test or technique in individuals with a disease or condition. Specificity is the frequency of a negative result of a test or technique in individuals without a disease or condition. Sensitivity and specificity refer to properties of the test or technique, whereas the health-care provider is interested in properties or characteristics of the patient, which are characterized by the predictive values. The positive predictive value is the frequency of disease in patients with positive test results. The negative predictive value is the frequency of lack of disease in patients with negative test results. The question, ''What is the possibility that a woman with a stony-hard breast mass has cancer?'' addresses the positive predictive value. Predictive value depends on the prevalence of disease in the respective population, as well as the sensitivity and specificity of the test. In an individual from a population with a low prevalence of disease, a positive test result still yields a low positive predictive value.

For example, eliciting the presence of shifting dullness is a highly sensitive technique for detecting ascites. Thus, an examiner who does not detect shifting dullness in the abdomen of a patient can be reasonably sure that this negative finding rules out ascites. In contrast, the finding of microaneurysms in the macular area of the retina is a highly specific finding for diabetes. Thus, an examiner who finds microaneurysms at the macula can be reasonably confident that this finding confirms diabetes, because normal individuals without diabetes do not have macular microaneurysms; that is, the finding of microaneurysms at the macula has a high degree of specificity. Unfortunately, a technique is rarely both very sensitive and very specific. Several techniques must be applied together to make an appropriate assessment.

In summary:

1. A technique or test with high sensitivity can be used confidently to rule out disease for a patient with a negative finding.

2. A technique or test with high specificity can be used confidently to confirm disease for a patient with a positive finding.

These concepts are discussed in more detail in Chapter 27, Diagnostic Reasoning in Physical Diagnosis.

Useful Vocabulary

The vocabulary of medicine is difficult and broad. Memorizing a term is less useful than being able to determine the meaning by understanding its etymology, or roots. The spelling of terms will also be easier.

Listed here are some general prefixes, roots, and suffixes that are important to understand. At the end of each chapter in Section 2 is a list of terminology for that area of the body. The following list should not be memorized at this time. It should be referred to in conjunction with the lists in subsequent chapters.

Prefix/Root/

Suffix

Pertaining to

Example

Definition

ab-

away from

abduction

Away from the body

ad-

toward

adduction

Toward the body

aden-

gland

adenopathy

Glandular disease

an-

without

anosmia

Without the sense of smell

aniso-

unequal

anisocoria

Unequal pupils

asthen-

weak

asthenopia

Eye fatigue

contra-

against; opposite

contralateral

Pertaining to the opposite side

diplo-

double

diplopia

Double vision

duc-

lead

abduction

Turning outward

dys-

bad; ill

dysuria

Painful urination

eso-

in

esotropia

Eye deviated inward

eu-

good; advantageous

eupnea

Easy breathing

exo-

out

exotropia

Eye deviated outward

hemi-

half

hemiplegia

Paralysis of one side of the body

hydro-

water

hydrophilic

Readily absorbing water

hyper-

beyond; greater than normal

hyperemia

Excess of blood

hypno-

sleep

hypnotic

Inducing sleep

hypo-

below

hypodermic

Below the skin

idio-

separate; distinct

idiopathic

Of unknown cause

infra-

below

infrahyoid

Below the hyoid gland

intra-

within

intracranial

Within the skull

Prefix/Root/

Suffix

Pertaining to

Example

Definition

ipsi-

self

ipsilateral

Situated on the same side

iso-

equal

isotonic

Equal tension

leuko-

white

leukocyte

White blood cell

lith-

stone

lithotomy

Incision of an organ to remove a stone

macro-

larger than normal

macrocephaly

Abnormally large head

micro

smaller than normal

microcephaly

head size smaller than normal

neo-

new

neoplasm

Abnormal new growth

pedia-

child

pediatrics

Branch of medicine treating diseases of children

peri-

around

pericardium

Sac around heart

poly-

many

polycystic

Many cysts

presby-

old

presbyopia

Impairment of vision as a result of advancing age

retro-

situated behind

retrobulbar

Behind the eye

soma-

body

somatic

Pertaining to the body

sten-

narrowed

stenosis

Narrowed

trans-

through

transurethral

Through the urethra

-dynia

pain

cephalodynia

Headache

-ectomy

removal of

appendectomy

Removal of the appendix

-gnosis

recognition

stereognosis

Recognizing an object by touch

-gram

something written

myelogram

X-ray film of the spinal cord

-ism

state; condition

gigantism

State of abnormal overgrowth

-itis

inflammation of

colitis

Inflammation of the colon

-kinesia

movement

bradykinesia

Abnormal slow movement

-lysis

dissolution

hemolysis

Liberation of hemoglobin into solution

-malacia

softening

osteomalacia

Softening of bones

-megal-

enlargement

cardiomegaly

Cardiac enlargement

-mycosis

fungus

blastomycosis

A specific fungal infection

-oid

resembling

humanoid

Resembling a human

Continued

Useful Vocabulary—cont'd

Prefix/Root/

Suffix

Pertaining to

Example

Definition

-ologist

specialist in study of

cardiologist

A specialist in heart disease

-oma

tumor; growth

fibroma

A tumor of fibrous tissue

-osis

diseased state

endometriosis

Disease state of abnormally located uterine tissue

-otomy

cutting; incision

gastrotomy

Incision of the stomach

-pathy

disease

uropathy

Disease of the urinary tract

-phobia

fear; pain; intolerance

photophobia

Abnormal intolerance of light

-plasty

repair

valvuloplasty

Surgical repair of a valve

-plegia

paralysis

hemiplegia

Paralysis of one half of the body

-ptosis

drooping

blepharoptosis

Drooping eyelids

-rrhagia

hemorrhage

otorrhagia

Hemorrhage from the ear

-rrhaphy

suture; repair

herniorrhaphy

Repair of a hernia

-rrhexis

rupture

gastrorrhexis

Rupture of stomach

-scope

instrument for

ophthalmoscope

Instrument for examination of the eye

-spasmos

spasm

blepharospasm

Twitching of the eyelids

-stom-

opening

ileostomy

Surgical creation of an opening into the ileum

-tome

cut

microtome

An instrument for cutting thin slices

Bibliography

Advisory Committee on Immunization Practices: Recommended immunization schedule: United States, October 2007-September 2008. Ann Intern Med 147:725.

Bolyard EA, Tablan OC, Williams WW, et al: Guideline for infection control in health care personnel, 1998. Infect Control Hosp Epidemiol 19:493, 1998.

Centers for Disease Control and Prevention. Recommended adult immunization schedule—United States.

October 2007-September 2008. MMWR Morb Mortal Wkly Rep 56(Q1), 2007.

Chalmers TC: The clinical trial. Milbank Mem Fund Q 59:324, 1981.

Panlilio AL, Cardo DM, Grohskopf LA, et al: Updated U.S. Public Health Service guidelines for the management of occupational exposures to HIV and recommendations for postexposure prophylaxis. MMWR Morb Mort Wkly Rep 54(RR-9):1, 2005.

Siegel JD, Rhinehart E, Jackson M, et al: 2007 Guideline for isolation precautions: Preventing transmission of infectious agents in healthcare settings. June 2007. (Available at: http://www.cdc.gov/nddod/dhqp/pdf/ isolation2007.pdf; accessed June 5, 2008.)

There are six ''f's'' in the sentence in the box. Go back and count them. Most individuals count only three, neglecting to include the ''f's'' in the three instances of ''of.''



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