Case-taking is the foundational step in fields like medicine, nursing, psychology, and social work. Understanding the entry points helps students gather relevant, accurate, and structured information. Here's the core content students should master:
Full name, age, sex, occupation, and address
Marital status, contact information
Date and time of consultation
Purpose: Builds context and ensures patient identity verification.
Primary reason the patient/client came for help
Duration and progression of the issue
Example: "Severe headaches for the past 2 weeks"
Purpose: Guides the rest of the case-taking and narrows the diagnostic focus.
Onset, location, duration, character, aggravating/relieving factors, associated symptoms (OLDCARTS method)
Prior episodes or interventions
Purpose: Deepens understanding of the current complaint.
Major illnesses, hospitalizations, operations, trauma
Childhood illnesses, vaccinations
Purpose: May reveal contributing factors or comorbid conditions.
Genetic or hereditary illnesses
Mental health issues in the family
Family structure
Purpose: Identifies risk patterns and support systems.
Lifestyle, habits (smoking, alcohol, substance use)
Occupation, living conditions, relationships
Education level
Purpose: Evaluates environmental and social contributors to health.
Current and past medications
Known drug or food allergies
Purpose: Avoids harmful interactions and guides treatment.
Systematic review of each body system (e.g., respiratory, cardiovascular, gastrointestinal)
Asks about symptoms not already mentioned
Purpose: Uncovers hidden or related issues.
Mood, anxiety, sleep, stress levels
Coping mechanisms and support
Purpose: Holistic view of the patient’s well-being.
Ensure informed consent is obtained
Clarify limits of confidentiality
Purpose: Ethical and legal obligation in case-taking
For further information click on this link https://www.youtube.com/watch?v=Ycz4ETuKB1U