How to correctly do an Admission History and Physical

Below is a section by section explanation of how to do an H&P, ending with the part that actually matters: the assessment and plan.

CC Chief complaint

When you are doing your H&P for inpatient medicine, this should be the admitting diagnosis, and it should answer one question: why is this patient being admitted? Why are they sick enough that this has to be treated inside the hospital?

This is not the "what the patient said when they walked in" chief complaint. That one belongs to the first physician who saw them, usually the emergency physician or the family practice clinic. Your chief complaint should never be "I have been short of breath for 2 days." That is what they told the ER doctor. Yours should be "asthma exacerbation."

Chief complaints that work on an admission H&P

Severe asthma exacerbation. COPD exacerbation. Hypoxic respiratory failure. Sepsis. Altered mental status. CVA. NSTEMI. STEMI. Atypical chest pain. Upper GI bleed. Left ventricular systolic dysfunction (CHF).

All of those answer the question "why do they need to be in the hospital?" and all of them are good reasons to be hospitalized. If you do not know yet what the chief complaint is, finish the rest of the H&P. By the time you are done you will be able to come back and name the patient.

If the patient were a book, the chief complaint is the title. A one line summary of why they are here. "Massive pulmonary embolism." "NSTEMI." "Cardiac arrest."

If this is a consult

The chief complaint should answer a different question: why are we being consulted? It is really an RFC, a reason for consult. Acute renal failure. Upper GI bleed. Respiratory failure. Sepsis. See the consult guideline for the rest.

HPI History of present illness

The HPI should tell the story of the patient from the moment they hit the door, if they came in through the ER, to the moment you are seeing them. If they are a direct admission, it should describe the whole outpatient story and what was tried, leading up to why they are being admitted.

For a consult, the HPI should tell the story up until the point you were called. What did the primary attending or team try before consulting you? What has the hospital course been? When did they receive contrast? Times, dates, interventions and the reason for consult all matter. For more detail, see the consult guide.

The HPI is the most useful piece of information in the entire note. It should answer everything you have been taught to ask: onset, duration, location, radiation, quality, severity, timing, alleviating and aggravating factors, associated symptoms.

The single biggest mistake on H&Ps

The HPI is the history of present illness. It is not a past medical history.

Too many times you see students and residents, and even attendings, writing "this is a 54 year old asthmatic, diabetic, hypertensive, osteopenic patient who presents with a three day history of shortness of breath." That is poor form. What if the shortness of breath is positional and worse lying down? What if this time it is heart failure and not the asthma? The moment you write "this is a 54 year old asthmatic," you have biased the entire history toward the asthma.

Stop doing this immediately. There is a section of the H&P called past medical history. That is where the history goes.

Once again: do not put the past medical history into the history of present illness. Stop biasing your current history taking with old historical information. You can synthesize and use their history later. In this part, just the present symptoms. Do this correctly and you will usually be able to tell whether the shortness of breath is heart failure or asthma without any help.

The HPI should end up as the longest section, with the most detail. Recent medication changes belong here too. If a patient comes in lightheaded and her blood pressure medications were increased last week, that is not background, that is the story.

Of course, some attendings want a patient presented a particular way. Do it the way they ask. Just know, in the back of your mind, that it is wrong, and that when you are the one in charge you can do it properly. You will also be paid more for doing your H&Ps properly, with the HPI addressed by itself and the past medical history addressed by itself.

PMH Past medical history

Here you list the patient's ongoing medical problems. If they are 80 years old and had a toenail infection at age three, it is probably not useful. List useful, ongoing medical problems and a list of surgeries.

If something is recent or pertinent to the present illness, add more detail. If the patient had open heart surgery last week and comes in today with chest pain, simply listing "CABG" as some event that may have happened 20 years ago is not good enough. Include dates and timing for anything that bears on the current complaint.

Chronic problems should also be characterized: well controlled, poorly controlled, uncontrolled. Especially if they pertain to the current illness.

FH Family history

Family history matters in more situations than people give it credit for. If a 30 year old comes in with chest pain, it is important to know that all his brothers died of a heart attack by age 35. That mom had breast cancer is probably less useful here. Use your judgment and work out what needs to be asked.

Do not write "non-contributory." That term tells the reader nothing except that you did not ask. If you want credit for taking a family history, write something like: "Family history obtained and is not contributing to the current illness." Now it is documented, and you can support a level five H&P. If you are a resident, do your attending a favor and dictate it correctly so the visit can be billed appropriately.

Soc Social history

Yes, the social history matters. It is not "negative times three." That, again, means you did not ask.

Social history matters for exposures, travel, the kind of work they do and what their life actually looks like. Do not skip it. If they are here for hyponatremia or altered mental status, go deeper on lifestyle, drinking habits, sexual history and travel history. Use your judgment. Not every 80 year old grandmother needs a sexual history.

All Allergies

List the allergies and the reaction. The reaction matters, particularly if this is an asthma exacerbation or anaphylaxis, and it matters for telling a true allergy apart from an intolerance.

Put allergies before medications. It simply makes more sense in that order.

Meds Medications

On an admission H&P, list all outpatient medications along with any recent changes in dose or agent.

On a consult, list the medications they are currently on in the hospital, with the dates that doses changed or new drugs were added. See the consult guide.

ROS Review of systems

This is a 14 system review. You know what it is and you can run it however you like. Start at the head and work down to the toes. If you find nothing, dictate it as "14 systems reviewed and otherwise negative," so that a complete history and physical is documented.

Some patients will talk a lot and start agreeing with everything you ask. Focus your questions on the systems that are plausibly related to the primary complaint. The whole point of the review is to surface issues the HPI did not, so being thorough is good. Just do not go overboard chasing positives that mean nothing.

PE Physical exam

The physical exam always starts with the vitals. List them, then work system by system. You know how to do this.

If the patient is in the ICU or critically ill, list the vitals as ranges, and include ins and outs and drains. If they were dialyzed, note how much fluid was ultrafiltrated off. The sicker the patient, the more thorough the exam needs to be.

Lab work and imaging

List the pertinent labs and imaging results.

Do not circle abnormal values

Everyone knows they are abnormal. Sometimes you see students and residents circling an elevated glucose or a low sodium. That is a medicolegal problem waiting to happen. Any jury reading your H&P will conclude that all you cared about was the glucose and the sodium, while you ignored the elevated troponin and the extremely low bicarbonate. Do not do it. It also looks amateurish.

Assessment and plan The money section

Everything above this point, a well-trained monkey could do. Anyone can be taught to ask a list of questions and write down the answers. The assessment and plan is different. This is the part you are actually paid for. This is where other physicians look to see what you think is going on and how you intend to treat it. This is where a student or resident shines, or does not.

The assessment and plan should be a list of acute issues, and it should answer the question: why must this patient be admitted? It is not a regurgitation of their past medical history. It is for acute problems that cannot be dealt with outside a hospital. You are justifying the admission, not listing old problems. Avoid listing old problems unless they are actively being addressed.

There are two common ways to lay this out.

The first is to list the entire assessment, then the entire plan, as two separate lists. It works for billing and it shows at a glance how many problems the patient has and what you intend to do overall. The more complex the patient and the more decision making required, the higher the level of service you can support. So it is in your interest to document every active problem, in order to demonstrate the true complexity of the patient.

Example 1: separate lists

Assessment:

  1. Hypercapnic respiratory failure
  2. COPD
  3. Leukocytosis
  4. Acute on chronic kidney disease
  5. Oliguria

Plan:

  1. Ventilator support
  2. IV steroids
  3. IV hydration
  4. Blood, sputum and urine cultures
  5. ABG q4h
  6. Nebs q4h and PRN
  7. Foley, strict ins and outs

The second way, which I prefer, is to list each problem starting with the most acute, and put the plan for that problem directly underneath it. Then move to the second problem and its plan. It makes more sense on the page, and it is far easier for anyone else reading your H&P or consult to see what you intend to do about each issue.

Example 2: problem, then plan (preferred)

  1. Hypertensive emergency. Continue nitroglycerin drip. Maintain systolic 140 to 180. Restart oral meds tomorrow. Neurology following. Repeat CT in the morning.
  2. Hypertensive encephalopathy. Likely secondary to the above. Blood pressure control. Restart oral meds.
  3. Reactive leukocytosis. Acute phase reactant due to the above. Monitor.
  4. NSTEMI. Troponin elevated at 17.8. Aspirin 325 mg chewed, clopidogrel load, atorvastatin 80 mg PO, enoxaparin 1 mg/kg SC q12h, telemetry, oxygen only if the saturation is below 90 percent. ACE inhibitor before discharge. Cardiology following. Likely catheterization when stable. Serial troponins q6h with EKGs.

That format simply flows better, and it makes your thinking obvious. You can also have your medical students list the drug that goes with each problem in that section. It is a good teaching tool, because it links the drug to the indication instead of leaving it floating on a med list.

What not to put in the assessment

Please do not list "history of UTI," "history of alopecia," "history of ORIF of tibia," "history of C-section," "history of CABG." The assessment and plan is a list of current, acute problems and what you are doing to fix them. It is not a second copy of the past medical history.

The exception proves the rule: if they had a CABG last week and are in today with an NSTEMI, that is absolutely pertinent, and it still belongs in the past medical history unless you are actively consulting the surgeon about it.

Padding the list with "history of X" items to build a case for a higher level of care does not work. A bloated list of inactive problems will not pay you more. History belongs in the history. This section is for current, acute problems and how you are treating them.

A complete sample admission H&P H&P example

Rules are easy to nod at and hard to follow at two in the morning, so here is a complete admission note example, written out on one patient: a 62 year old man with an NSTEMI on a background of poorly controlled diabetes and hypertension. Read the HPI first and notice what is missing from it. Doses are illustrative, and your hospital's protocols and current references govern what you order.

CC

NSTEMI.

HPI

This is a 62 year old man who presented to the emergency department at 19:40 with chest pain. It began at about 16:00 while he carried groceries up one flight of stairs: substernal pressure, "like someone standing on my chest," 7 out of 10, radiating to the left arm and jaw, with sweating, nausea and mild dyspnea. No vomiting, syncope or pleuritic quality. He sat down and it eased to 3 out of 10 over 20 minutes. At 18:30, at rest at his kitchen table, it returned at 8 out of 10 and his wife drove him in.

For two weeks he had the same pressure, milder, walking across the truck stop lot to the diner, relieved by stopping. He told no one. He denies orthopnea, paroxysmal nocturnal dyspnea, leg swelling, fever and calf pain, and denies cocaine on direct questioning.

His lisinopril was increased from 10 mg to 20 mg daily three weeks ago for home readings in the 160s. He ran out of insulin glargine five days ago and has not refilled it because of cost. He takes his aspirin perhaps twice a week.

In the emergency department he got aspirin 324 mg chewed and two sublingual nitroglycerin 0.4 mg tablets, which took the pain from 8 to 2 out of 10, then a nitroglycerin infusion at 10 mcg/min from 20:05. He is pain free at my evaluation at 21:15.

PMH

Type 2 diabetes, 14 years, poorly controlled: A1c 10.2 percent in June 2026, background retinopathy, baseline creatinine 1.3. Essential hypertension, 20 years, poorly controlled, home systolic 155 to 175. Hyperlipidemia, untreated since 2021. Obesity. No known coronary disease, no prior catheterization. Surgical: appendectomy 1984, right inguinal hernia repair 2011, right cataract extraction 2023.

FH

Father had a myocardial infarction at 58 and died of a second at 61. A brother, 65, had two stents at 55. Mother is 84 with type 2 diabetes. Family history obtained and directly relevant to the current illness.

Soc

Long haul truck driver for 28 years, lives with his wife. One pack daily since age 22, roughly 40 pack years. Two beers most evenings, no other drugs. Eats at truck stops, no exercise. Has been rationing insulin because of cost. Full code, confirmed tonight. Wife is his surrogate.

All

Penicillin: hives at age 12, no airway involvement. Simvastatin 40 mg: diffuse myalgias in 2021, stopped and never replaced. Shellfish: itching only, an intolerance and not a reason to withhold iodinated contrast.

Meds

Metformin 1000 mg PO BID. Insulin glargine 32 units SC nightly, out of supply five days. Lisinopril 20 mg PO daily, up from 10 mg three weeks ago. Amlodipine 10 mg PO daily. Hydrochlorothiazide 25 mg PO daily. Aspirin 81 mg PO daily, actually taken twice weekly. No statin. Ibuprofen 400 mg twice weekly for knee pain.

ROS

Constitutional: 8 pound weight loss over two months. Eyes: blurred vision. Endocrine: polyuria and polydipsia six weeks. Cardiopulmonary: as in the HPI, plus dyspnea after two flights of stairs. Neurologic: burning and numbness in both feet for a year. Fourteen systems reviewed and otherwise negative.

PE

Vitals: T 36.8 C, HR 96 regular, BP 178/98 right arm and 174/96 left arm, RR 20, SpO2 96 percent on room air, 104 kg, BMI 34.1, pain 2 out of 10 on the infusion.

General: obese, no distress now. Neck: JVP 7 cm, no carotid bruits. Cardiac: regular, S4 present, no S3, no murmur. Lungs: clear bilaterally. Abdomen: soft, nontender. Extremities: no edema, dorsalis pedis 1+, posterior tibial not palpable on the left, dry cracked heels. Neurologic: alert and oriented times three, no focal deficit, no 10 gram monofilament sensation to the mid foot bilaterally, ankle reflexes absent.

Lab work and imaging

Troponin I 0.09 ng/mL at 20:10, then 2.84 ng/mL at 02:15, upper reference limit 0.04. Sodium 133, potassium 4.1, BUN 24, creatinine 1.4 against a baseline of 1.3, glucose 348. WBC 11.2, hemoglobin 13.8, platelets 244, INR 1.0. A1c 10.6 percent, no ketones. LDL 152, triglycerides 288.

EKG 19:52: sinus at 96, 1.5 mm horizontal ST depression V4 through V6, T wave inversion in I and aVL, no ST elevation, no Q waves. EKG 02:30 during recurrent pain: depression deeper at 2 mm, resolved at 03:00 once the nitroglycerin was titrated up. Compared against a normal EKG from 2023.

Chest x-ray, portable AP: no infiltrate, no effusion, no mediastinal widening. Echocardiogram in the morning.

Assessment and plan

  1. NSTEMI. Rest pain, dynamic lateral ST depression, troponin rising from 0.09 to 2.84. Aspirin 81 mg daily after tonight's load. Heparin infusion per the hospital nomogram, 60 units/kg bolus then 12 units/kg/hr. P2Y12 inhibitor held pending discussion with interventional cardiology so the surgical option stays open. Metoprolol tartrate 25 mg PO q6h, hold for heart rate below 60 or systolic below 100. Wean the nitroglycerin as pain allows. Telemetry, troponin q3h for two sets, EKG q6h and with any pain. Oxygen only below 90 percent. Cardiology consulted, catheterization planned.
  2. Hypertension, poorly controlled, 178/98. Continue lisinopril 20 mg daily. Hold amlodipine and hydrochlorothiazide while he is on the drip and before contrast. Target systolic 120 to 140.
  3. Uncontrolled type 2 diabetes, A1c 10.6, glucose 348, no ketoacidosis. Restart glargine at 20 units SC nightly rather than his home 32 since he will be NPO. Aspart correction and fingersticks q4h. Hold metformin around the contrast per local policy. Social work tonight about the cost. His neuropathy and retinopathy need outpatient follow up, not an inpatient workup.
  4. Acute kidney injury on diabetic kidney disease, creatinine 1.4 from 1.3. Isotonic fluid before and after catheterization per protocol. Stop the ibuprofen. Daily BMP.
  5. Untreated hyperlipidemia, LDL 152. Statin naive since the 2021 myalgias. Atorvastatin 80 mg nightly, a different statin, with instructions to report muscle pain rather than stop it himself.
  6. Tobacco use disorder, 40 pack years, actively smoking. Nicotine patch 21 mg daily, bedside counseling done, quitline referral placed.

Disposition: telemetry, full code, wife updated at 21:40.

Notice what is not in the assessment

The appendectomy, the hernia repair and the cataract are all real, they all sit in the past medical history, and none of them is why he is in a hospital tonight.

The ten mistakes that show up on almost every H&P Fix these first

The same ten failures account for most of the bad notes I read. Each takes a minute to fix.

  1. Past medical history in the HPI. "A 62 year old diabetic, hypertensive man with chest pain" says you decided the diagnosis before you finished asking. Open with age, sex and the symptom.
  2. A chief complaint copied out of triage. "Chest pain for 3 hours" is what he told the emergency physician. Yours is the admitting diagnosis: NSTEMI.
  3. "Non-contributory" family history. It records only that you did not ask, and it will not support the level of service you billed. Write what you asked and found.
  4. "Negative times three" social history. Three questions out of ten, and it buries the truck stop diet and the rationed insulin. Write the occupation, exposures, living situation and code status.
  5. Circling abnormal lab values. It tells every future reader, a jury included, that those were the only numbers you noticed. Address them in the assessment instead.
  6. An assessment that is a second past medical history. "History of hernia repair, history of UTI" pads the list without showing one decision. List only the problems that justify the admission.
  7. One block of plan bolted onto the end. The reader has to guess which of seven orders belongs to which of six problems. Put each plan under its problem.
  8. An HPI with no times or doses. "Given nitro in the ED with some relief" is useless at 04:00. Write 20:05, two 0.4 mg sublingual tablets, 8 out of 10 down to 2.
  9. An exam copied forward or pulled from a template. Charting "pulses intact" on a diabetic smoker whose posterior tibial you never felt for is a false entry in a legal document. Write what you actually found.
  10. Plans with no numbers, thresholds or owner. "Monitor blood pressure" and "cardiology to see" give the covering intern nothing to act on. Write the target, the interval and the name.

Next: how a consult note differs from an H&P →

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