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Testing and Assessment

Initial Physical Examination

Contents
Background
SOAP (Subjective, Objective, Assessment, Plan)
Patient Education
References
Table 1. Patient Information
Table 2. Vital Signs
Table 3. Physical Examination

Background

Many of the conditions that put immunocompromised patients at risk for disease can be detected early, by means of a thorough history and physical evaluation. This chapter presents essential aspects of the initial physical examination of the HIV-infected individual. (For essential aspects of the history to cover in an initial clinic intake visit, see chapter Initial History.)

SOAP (Subjective, Objective, Assessment, Plan)

Subjective

bulletWhen an HIV-infected patient presents for an initial examination, document the patient's full name, date of birth, date of assessment, and any other information standard to your practice (Table 1).
Table 1. Patient Information
Table 1. Patient Information
First Name: Last Name:
Date of Birth: ____ / ____ / ______Date of Assessment: ____ / ____ / ______

Objective

Assess the patient's general appearance, affect, demeanor in answering questions, body language, and other relevant characteristics such as vital signs (Table 2). Perform a physical examination (Table 3).

Table 2. Vital Signs
Table 2. Vital Signs
Key to abbreviations: ART = antiretroviral therapy; BMI = body mass index; CHD = coronary heart disease.
Vital SignRecommendation
WeightRecord at each visit.
HeightShould be measured once.
TemperatureDocument at each visit.
Blood PressureUse BP cuff size appropriatefor the patient's arm circumference.
Heart RateProvide a baseline rate for later evaluation of anemia, dehydration, and other physical conditions.
Waist, Hip

Waist and hip circumference should be measured for comparison in case the patient later develops metabolic complications of ART.

Abdominal circumference:

bullet>102 cm (39") in men = abdominal obesity
bullet>88 cm (35") in women = abdominal obesity

Waist-hip ratios:

bullet >0.95 in men = increased risk of CHD
bullet>0.85 in women = increased risk of CHD

Body Mass Index (BMI)BMI can be helpful in determining obesity, wasting, and ART-related weight gain. Perform at baseline and upon changes in weight.

Vital Signs

Key to abbreviations: ART = antiretroviral therapy; BMI = body mass index; CHD = coronary heart disease.
Table 3. Physical Examination
Table 3. Physical Examination
Eyes
bulletVisual acuity and visual fields by confrontation.
bulletTests of extraocular movements and pupillary size and reaction.
bulletFunduscopic examination--with or without mydriatics; especially important if CD4 count is <100 cells/µL.
bulletNote any retinal lesions, white or yellow retinal discoloration, infiltrates, or hemorrhages (could indicate cytomegalovirus retinitis, retinal necrosis, or ocular toxoplasmosis).
bulletReferral to ophthalmologist for retinal examination every 6 months if the CD4 count is <100 cells/µL.
bulletRefer immediately if the patient has retinal lesions or new visual disturbances.
Ears/Nose
bulletExamine ear canals and tympanic membranes.
bulletVisualize nasal turbinates.
bulletPalpate frontal and maxillary facial sinuses.
Oral Cavity
bulletGood lighting is essential.
bulletAssess gingiva and teeth.
bulletAssess mucosal surfaces (remove dentures, if present); note any lesions, discolorations, or skin abnormalities.
bulletHave patient lift tongue to assess the posterior side.
bulletNote whether tonsils are absent or present and any abnormality in tonsil size.
bulletPharynx--lesions, exudate?
Endocrine
bulletCheck thyroid for enlargement, tenderness, nodules, and asymmetry.
Lymph Nodes
bulletDocument site, size, and characteristic of each palpable node.
Node Sites
bulletPosterior cervical chain
bulletAnterior cervical chain
bulletSubmandibular
bulletSubmental
bulletSupraclavicular
bulletAxillary
bulletEpitrochlear
bulletInguinal
bulletFemoral
Characteristics
bulletSize (2 dimensions, in millimeters)
bulletConsistency (hard, fluctuant, soft)
bulletTenderness
bulletMobility
bulletDefinition (discrete, matted)
bulletSymmetry
Skin
bulletExamine the entire body, including scalp, axillae, palms, pubic and perianal areas, soles of feet.
bulletDescribe all lesions: size, borders, color, symmetry/asymmetry, distribution, raised/flat, induration, encrustation.
bulletNote evidence of folliculitis, seborrheic dermatitis, psoriasis, Kaposi sarcoma, fungal infections, prurigo nodularis, etc.
Lungs
bulletAuscultate and percuss.
bulletNote any abnormal sounds including crackles or wheezes (signs of infections, asthma, congestive heart failure, etc).
bulletNote any absence of air movement (pneumothorax, pleural effusion, etc).
Heart
bulletNote rate and rhythm, heart sounds, murmurs, extra heart sounds.
bulletPalpate for PMI (point of maximal impulse).
bulletExamine for JVD (jugular venous distension).
Breasts
bulletPalpate for breast masses in both men and women.
bulletCheck for symmetry, discharge, dimpling, and masses.
Abdomen
bulletView--note distension, obesity, undernutrition, vascular prominence, petechiae.
bulletAuscultate--note bowel sounds.
bulletPercuss--record liver size.
bulletPalpate--note hepatomegaly or splenomegaly; note any tenderness or rebound.
Genitals/Rectum
bulletInspect the genitalia and perirectal area; note lesions, warts, etc.
bulletCulture discharges, ulcerative lesions, vesicles, and crusted lesions for herpes simplex virus, chancroid, chlamydia, and/or gonorrhea (GC), as appropriate, and send an RPR (rapid plasma reagin) or VDRL (Venereal Disease Research Laboratory) test.
Female Patients
bulletSpeculum examination--note any lesions on vaginal walls or cervix.
bulletObtain a Papanicolaou smear. (Note: Abnormal or inconclusive Papanicolaou smears require colposcopic follow-up, because invasive cervical cancer may progress rapidly in women with HIV. See chapter Cervical Dysplasia.)
bulletObtain endocervical swab for GC and chlamydia, and a posterior pool swab for wet mount evaluation for trichomoniasis, Candida, and bacterial vaginosis.
bulletBimanual exam--note size of uterus and ovaries, shape, and any tenderness or pelvic pain.
bulletRectal examination for anorectal lesions, warts, etc, and evaluation of uterine abnormalities.
bulletAnal Papanicolaou smear.*
Male Patients
bulletExternal genitalia--note whether male is circumcised; note any lesions, discharge, other abnormalities, as above.
bulletTesticular examination for masses, tenderness.
bulletRectal exam--digital examination to evaluate rectal tone, discharge or tenderness, masses, lesions; prostate exam if appropriate.
bulletAnal Papanicolaou smear.*
* Anal Papanicolaou smear: Consider this test if follow-up evaluation of abnormal Papanicolaou test results is available. The suggested approach in HIV-infected women and men for anal dysplasia screening is similar to the cervical Papanicolaou screening guidelines for women: perform anal Papanicolaou test at initial diagnosis and, if normal, repeat at 6 months. If the first 2 anal Papanicolaou smears are normal, repeat annually. If a Papanicolaou test shows ASCUS (atypical squamous cells of undetermined significance) or SIL (squamous intraepithelial lesion), refer for anal colposcopy and biopsy. (See chapter Anal Dysplasia.)
Extremities/ Musculoskeletal
bulletJoints--note any enlargement, swelling, or tenderness.
bulletMuscles--for the major muscle groups, pay close attention to muscle bulk (normal or decreased), tenderness, or weakness.
bulletLook for evidence of peripheral fat atrophy.
bulletConsider measuring baseline arm, thigh, and chest circumferences for later comparison.
bulletNote nail changes (clubbing, cyanosis, fungal infections).
bulletAssess for pedal or leg edema.
Habitus
bulletSubcutaneous fat loss (face, extremities, buttocks).
bulletCentral fat accumulation (neck, dorsocervical, breasts, abdomen).
Neurologic
bulletMental status--including orientation, registration, recent and remote memory, and ability to calculate (serial subtraction)
bulletCranial nerves
bulletPeripheral sensory examination should include pinprick, temperature, and vibratory stimuli.
bulletExtremity strength and gait to discern myopathy, neuropathy, and cerebellar disease
bulletFine motor skills such as rapid alternating movements (often abnormal in dementia)
bulletDeep tendon and plantar reflexes
Psychiatric
bulletPatient's general mood (depressed, anxious, hypertalkative, etc)
bulletVerbal content--answers questions appropriately; discussion of suicide
bulletInappropriate or unusual behavior, such as extremes of denial, hostility, or compulsiveness
bulletSee Neuropsychiatric Disorders section for more complete information on common pathologies.
bulletEmergency situations, such as potential suicide or violence-- refer to crisis mental health services for immediate evaluation

Assessment and Plan

After completing the initial history and physical examination:

bulletComplete the patient's database with the information garnered through the history and physical examination.
bulletDocument a problem list, assessment, and plan for patient care.
bulletComplete follow-up or laboratory studies suggested by the history and physical exam. (See chapter Initial and Interim Laboratory and Other Tests.)
bulletPrescribe opportunistic infection (OI) prophylaxis as appropriate. (See chapter Opportunistic Infection Prophylaxis.)
bulletRefer for dental, nutrition, social services, and mental health care as appropriate.
bulletRefer for any additional specialty care identified in the history or physical exam.
bulletOrder any appropriate vaccinations. (See chapter Immunizations for HIV-Infected Adults and Adolescents.)
bulletMake follow-up appointment with health care provider.
bulletAnswer the patient's questions.

Patient Education

Key teaching points

A very important aspect of caring for HIV-infected individuals is educating patients about HIV infection, including goals of care and ways of achieving those goals.

Review the following with each patient:

bulletHIV disease
bulletTransmission and progression
bulletSignificance of CD4 count and HIV viral load
bulletPossible treatment approaches
bulletDisclosure--whom the patient may need to tell about HIV status; approaches to disclosure
bulletHIV transmission prevention and risk reduction for HIV-positive individuals
bulletSafer-sex approaches, including the use of condoms/latex barriers during all sexual contacts
bulletSafer use of recreational drugs
bulletNutrition
bulletMaintaining a healthy weight
bulletNutritional support resources, if appropriate
bulletImportance of including a nutritionist in medical care
bulletMental health
bulletStress reduction
bulletRest and exercise to enhance a healthy mental state
bulletAdherence
bulletImportance of keeping medical appointments
bulletNeed for adhering to any medication regimen and the consequences of missed HIV medication doses
bulletReturn appointment

References

The appearance of external hyperlinks does not constitute endorsement by the Department of Veterans Affairs of the linked Web sites, or the information, products or services contained therein.
bulletAberg, Gallant, et al. Primary Care Guidelines for the Management of Persons Infected with Human Immunodeficiency Virus: Recommendations of the HIV Medicine Association of the Infectious Diseases Society of America. Clin Infect Dis 2004 Sep 1;39(5):609-29. Available online at www.journals.uchicago.edu/CID/.
bulletBartlett JG, Cheever L. A Guide to Primary Care of People with HIV/AIDS, 2004 Edition. Rockville, MD: Department of Health and Human Services, HIV/AIDS Bureau. 2004. Available online at hab.hrsa.gov/tools/primarycareguide/.
bulletBartlett JG, Gallant JE. 2005-2006 Medical Management of HIV Infection. Baltimore: Johns Hopkins University Division of Infectious Diseases; 2005. Available online at hopkins-aids.edu/mmhiv/order.html.
bulletHollander H. Initiating Routine Care for the HIV-Infected Adult. In: Sande MA, Volberding PA, eds. The Medical Management of AIDS, 5th ed. Philadelphia: WB Saunders; 1997:107-112.
bulletU.S. Public Health Service, Infectious Diseases Society of America. Guidelines for preventing opportunistic infections among HIV-infected persons--2002. MMWR Recomm Rep. 2002 Jun 14;51(RR08);1-46. Available online at aidsinfo.nih.gov/Guidelines/. Accessed May 19, 2006.