The Clinical History: Functions, Characteristics, and Documentation

The Clinical History

Introduction

A clinical history is a comprehensive document containing all data and information concerning a patient’s health and disease, obtained through interviews, physical examinations, and additional healthcare procedures.

Functions of the Clinical History

The clinical history serves several crucial functions:

  • Care: Provides information support for personalized patient attendance, enabling healthcare professionals to understand the patient’s condition and provide appropriate care.
  • Coordinated Action: Facilitates communication among healthcare team members and other teams, enabling coordinated action on the patient’s behalf.
  • Clinical and Epidemiological Research: Serves as a valuable source of information for disease research and statistical studies, leading to improvements in individual and community health.
  • Teaching: Contributes to the continuing education of health professionals through clinical sessions and case studies.
  • Medico-legal: Acts as evidence in legal proceedings involving the patient, staff, or administration, documenting injuries, complications, and provided assistance.
  • Management Control and Health Planning: Provides information for quality control and facilitates better health planning by identifying areas for improvement.

Characteristics of the Clinical History

A well-maintained clinical history should possess the following characteristics:

  • Completeness and Accuracy: Contains all relevant and up-to-date information.
  • Retrievability: Easily accessible when needed.
  • Minimum Data Set (MDS): Includes essential data points such as patient identification, demographics, diagnosis, procedures, and outcomes.

Documents within the Clinical History

The clinical history comprises various documents, including:

  • Admission Sheet: Contains personal details, admission information, and initial diagnosis.
  • Medical History: Includes comprehensive patient information, including personal and family history, employment data, socio-environmental factors, medication, allergies, current complaints, physical examination findings, diagnostic presumptions, and treatment plans.
  • Nursing History: Documents nursing care plans, evolution of nursing care, graphics, observations, medication administration, and special checks.
  • Laboratory Test Results: Includes reports of various laboratory tests.
  • Pathological and Cytological Analysis Reports: Contains findings and reports of pathological and cytological examinations.
  • Imaging Studies Reports: Includes reports of imaging studies such as X-rays, CT scans, and MRI.
  • Consultation Reports: Documents consultations with other specialists and hospital services.
  • Daily Medical Treatment Orders: Records daily prescribed medications and therapies.
  • Consent Forms: Documents patient consent for special examinations, treatments, and surgical procedures.
  • Preoperative and Surgical Reports: Details preoperative assessments and surgical procedures.
  • Discharge Summary: Summarizes the patient’s hospital stay, including diagnosis, treatment, and follow-up recommendations.

Documents Generated in Patient Care (Not Included in the Clinical Record)

Several documents are generated during patient care but are not typically included in the clinical record:

  • Health Insurance Documents: Includes membership cards and insurance information.
  • Consultation and Hospitalization Forms: Documents appointments and hospital admissions.
  • Medical Prescriptions: Prescribes medications and treatments.
  • Ambulance Service Requests: Requests transportation for the patient.
  • Medical Certificates: Certifies the patient’s health status.
  • Birth and Death Certificates: Documents vital events.

Non-Clinical Documentation

Non-clinical documentation pertains to the administrative and operational aspects of the healthcare facility, including:

  • Administrative Documents: Relates to economic management, billing, and inventory.
  • Hospital Hotel Services Documents: Includes requests for laundry, supplies, and dietary services.
  • Coordination Documents: Facilitates communication and coordination between different departments.
  • Work Programming Documents: Outlines activity diagrams, task assignments, and work schedules.
  • Activity Monitoring Documents: Tracks patient movement, average stays, occupancy rates, and mortality.
  • General Rules and Regulations: Defines operational procedures, staff responsibilities, patient rights, and safety protocols.