Is There a Polite Way to Take a Medical History?

Our electronic medical records prompt us to do what we do in our patient visits and also in many cases in what order to do those things. We could fairly easily change the order, but it may seem like extra work to do that.

But following the script we are given often seems rude. It can threaten our chance of building a therapeutic relationship and could even keep the patient from answering our rapid-fire initial questions truthfully.

So many initial office visit templates have the drug, sex, smoking and alcohol questions right in front, followed by probing of income, sexual orientation, pain, depression, domestic abuse and many more intimate questions that would be classified as appaling if you were at a dinner party with a new coworker or a first date with someone.

Our medical records serve many purposes, and the most important part of the record, particularly an initial visit, in my opinion, is the patient’s story. The best way to build a relationship with someone you just met is to ask them to tell you about themselves and then to ask follow-up questions to prove your interest.

Once you have taken the medical history and done an appropriate exam for their concerns, it is more natural to say something like “there are some background information we always gather when we see someone for the first time, so I hope you don’t mind if we take care of that also today”.

I think of that data as somewhat like the metadata that’s attached to your iPhone photographs or “Gracenotes” on a music CD. It’s information that can be retrieved if it is needed, but it doesn’t drown out the patient’s story and your clinical assessment and plan.

Of course there are times when some of those screening questions lead you to explanations for the patient’s symptoms or are abnormal enough to warrant a place on their problem list and in that case that part of the screening protocol should get included in the main part of the visit note.

For example, if someone has numb, tingling feet and admits to heavy alcohol use when you get around to asking about that later in the visit, it can open the door to a conversation about alcoholic or even diabetic neuropathy.

Our profession has practiced the art of asking the right questions in the right way and at the right time for centuries. We shouldn’t let non-medical programmers take our finely tuned skills and tools away from us. We need to work around their machines sometimes.

1 Response to “Is There a Polite Way to Take a Medical History?”


  1. Alan's avatar 1 Alan January 23, 2025 at 12:07 pm

    I find your observation to be especially true when dealing with functional disorders. Often I will wait to ask about the patient’s abuse history until they volunteer it while I am explaining the association with functional disorders near the end of the visit.


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