Screening Head To Toe Physical Examination
Screening Head To Toe Physical Examination
Screening Head To Toe Physical Examination
DOCTORING
The following checklist will be used for evaluating your physical examination skills at
Southern Illinois University School of Medicine (SIUSOM). The Chicago Basic Clinical Skills
Consortium initially developed this checklist. The consortium was comprised of faculty
members from UIC, University of Chicago, Loyola Medical School, Rush Medical College,
Chicago Medical School, Northwestern Medical School, and Indiana University Northwest
Medical School. Faculty at SIUSOM have made appropriate revisions based on their
teaching of the physical exam.
CHECKLIST ITEMS: This checklist is compatible with the physical exam techniques
described in the Bates text. The Bates textbook is the foundation on which the Step 2 –
Clinical Skills Exam is based. In preparation for learning the Screening Head to Toe
Examination, students should use this checklist and the Bates text as the primary references.
An instructional DVD is also available as a secondary reference, which will be made available
to each student. Do not assume however, that the video is the only resource needed, as
there are a few maneuvers that were inadvertently omitted in the production process.
THE ORDER OF THE CHECKLIST: You are not required to perform the examination in the
same order that appears on this checklist (unless the checklist item so states; wash hands
before starting examination, auscultation prior to palpation, etc.) The checklist order listed
here is one physician’s opinion of how the examination should be performed. Should you
decide to modify the order, keep in mind that it is important to move the patient from a sitting
position to a supine position to a standing position as few times as possible.
ACCEPTABLE TECHNIQUES: Within the curriculum, you will learn many acceptable
methods of performing various physical examination maneuvers. However, the standard for
the Screening Head to Toe Examination uses the techniques listed in this checklist. Using
one standard is the only way to insure a standardized examination for all students, and also
assures us that students know at least one correct way to perform each and every maneuver.
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Head to Toe Physical Examination 2007-2008
STUDENT CHECKLIST
Please note that references to gender in the checklist items are represented by
she/her/herself, but that he/him/himself is also implied.
1. Wash hands before starting examination. Note: If you do not do so, the patient will
ask you to wash your hands. However, you will not receive credit for this item.
VITAL SIGNS
3. Hold up each arm outstretched and perpendicular to heart while measuring blood
pressure.
4. Place cuff snugly in correct anatomical location. Note: Credit will not be given if
any part of the gown is tucked into the cuff. This must be done completely on skin.
5. Palpate radial pulse (thumb side of wrist) for at least 15 seconds. Note: Credit is
only given if pulse is taken for a full 15 seconds. Only one side needs to be assessed.
6. Measure the respiratory rate for at least 15 seconds. Note: Credit is only given if
rate is measured for a full 15 seconds Student may place hand on upper part of torso
and count respirations or may just observe.
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LYMPH NODES AND THYROID
14. Anterior cervical nodes - palpate anterior to and over the sternocleidomastoid
muscle.
15. Posterior cervical nodes - palpate posterior to and under the sternocleidomastoid
muscle.
16. Supraclavicular nodes - palpate above the collarbone - must be done on skin for
credit.
18. Submandibular lymph nodes - palpate between tonsillar and submental nodes.
20. Prior to palpating the thyroid, observe the thyroid gland by asking patient to
swallow. This will give examiner a visual cue as to where the patient’s thyroid is
located.
21. Thyroid gland - palpate first without swallowing and then with swallowing.
Recommended Technique: Examiner stands behind patient. However, this may be
done while standing in front of the patient, as well. Note: Be prepared to offer the
patient a cup of water in case the patient is having difficulty swallowing.
EYES
22. Test visual acuity in each eye separately with a pocket visual screening chart by
holding the chart 14" from patient’s face. It is acceptable for patient to hold the card .
Note: If patient wears glasses, patient should be allowed to keep them on during this
exam.
23. Test visual fields (four quadrants for each eye by confrontation, each eye
separately).
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Note: Make sure your fingers are outside of the patient’s field of vision before you begin this
test. Check with the patient as you test each quadrant to be sure that your fingers cannot be
seen at the onset.
24. Check for convergence by holding your finger in front of patient’s face and moving
your finger in towards patient’s nose. You should start at arm’s length and go about 6"
from nose.
25. Test cranial nerves III, IV, and VI by asking patient to hold her head completely still
and follow only your finger, looking rightward and leftward, up and out, up and in, down
and out, and down and in. If necessary, you may gently hold the patient’s head in the
proper midline position. You must test the 6 cardinal positions for credit.
26. Test cranial nerve VII motor function (upper division) by asking patient to force her
eyelid closed against resistance. Note: Another method that is accepted is asking the
patient to close her eyes as student tries to force the eyelids open.
27. Test cranial nerve VII motor function (lower division) by asking patient to show the
teeth
28. Observe pupillary responses: Both eyes must be examined for credit.
Note: The Direct Response is tested as you shine penlight into patient’s eye while the
patient looks into the distance. You will first look at that eye for a direct response to
the light. Remove light from eye and let pupil return to normal. Then shine penlight in
that same eye, while observing pupil of the opposite eye. The Indirect Response to
light (consensual) is tested by looking at the eye not exposed to the direct light.
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29. Inspect each eye separately for the condition of the lid, cornea and conjunctiva.
Step #1: Ask patient to pull down lower eyelids and look up while you examine the
eyes.
Step #2: Ask patient to pull up on upper eyelids and look down while you examine the
eyes. It is okay for you, as the examiner, to pull up and down on the eyelids. By
having the patient perform these moves you can prevent Infection.
31. Hold ophthalmoscope at proper distance to visualize the posterior structures of the
eye.
32. Hold ophthalmoscope with right hand to look through scope with your right eye
when inspecting patient’s right eye.
33. Hold ophthalmoscope with left hand to look through scope with your left eye when
inspecting patient’s left eye.
EARS
34. Test auditory acuity by whispering into each ear at a distance of two feet (an
alternative method is to create a sound by rubbing your thumb and fingers together at
a distance of about 10 cm from each ear, separately). Examiner’s fingers should not
be seen by patient.
35. Inspect the external ear thoroughly, looking in front, and then pull ear forward to look
behind the ear.
36. Examine each internal ear with otoscope by pulling up on patient’s ear and inserting
the speculum and carefully examining the internal ear.
37. Perform the Rinne Test - Using the 512 Hz tuning fork.
Step # 1: To create a sound, hold the tuning fork by its base. Strike it gently on the
heel of your hand or with the reflex hammer.
Step # 2: Place the tuning fork on the mastoid process (the bony ridge behind the ear)
and ask patient to tell you if she can hear (not feel) the sound of the tuning fork. If she
can, hold it there until she signals that the sound has faded away.
Step # 3: At that point, move the fork as near to the external ear canal as possible,
sweeping away overlying hair, if necessary. Hold one tine of the fork close to her ear.
Ask if she can again hear the tuning fork.
38. Perform the Weber Test - Using the 512 Hz tuning fork.
Step # 1: Activate the fork.
Step # 2: Press the base of the fork firmly on the apex of the skull in the midline. If she
cannot hear the fork, press the base on the middle of the forehead.
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Step # 3: Ask where she hears it. Normally, it is heard in the midline. Abnormally, it
lateralizes to one side, either toward the side of conductive loss or away from the side
of sensorineural loss.
NOSE
40. Inspect the lips, gums, tongue and teeth with the help of a tongue blade and
light. You must pull patient’s cheeks out with the tongue blade and inspect the teeth
and gums on both sides of the mouth. You may ask patient to pull lips up and down to
inspect front teeth and gums.
41. Inspect the posterior pharynx. Using a penlight and a tongue depressor. This
facilitates the inspection of the posterior pharynx.
43. Test cranial nerve XII by asking patient to protrude the tongue and move it from side
to side as you observe.
45. Demonstrate “Sharp and Dull” to patient, while the patient is watching, using the
broken end of a Q-tip for the sharp and Q-tip end for dull.
46. Test cranial nerve V sensory function. Ask patient to close eyes. (Test sharp in
each of the 3 divisions bilaterally. Test dull bilaterally in at least one of the three
divisions.)
47. Test cranial nerve XI: Check the strength of the sternocleidomastoids.
Have patient keep her head in the midline as you try to push the chin to one side and
then the other. When she resists you, the direction you are pushing points to the
muscle you are testing. Watch for bulging.
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LUNGS AND THORAX - Note: All percussion and auscultation must be done on skin.
50. Percuss the posterior lung fields bilaterally and symmetrically, over the upper,
middle and lower lung fields, comparing the left side and the right side at each of the
three levels.
51. Auscultate the posterior lung fields bilaterally and symmetrically, comparing right
and left - three levels. Before auscultating, instruct patient to breathe deeply through
an open mouth.
52. Percuss the anterior lung fields (at least one level) on the upper chest, bilaterally
and symmetrically.
53. Auscultate the anterior lung fields (upper lobes), bilaterally and symmetrically.
Before auscultating, instruct patient to breathe deeply through an open mouth.
54. Auscultate the lateral lung fields (right middle lobe and lingula) bilaterally and
symmetrically. Before auscultation, instruct patient to breathe deeply through an
open mouth.
55. With the patient in the sitting position, ask patient to lower the gown so that both
breasts are visible. Inspect the appearance of the skin, size and dimpling of the
breasts, and contour of the breasts.
56. Instruct patient to raise arms outstretched above the head and examine each
breast for dimpling, contour changes, and skin discoloration.
57. Instruct patient to hold hands against hips, press inward, and instruct patient to
lean forward. Inspect again for dimpling.
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ASK PATIENT TO TAKE THE SUPINE POSITION ON THE EXAMINATION TABLE
59. Instruct patient to lie down supine. Instruct patient to raise the ipsilateral arm
above the head.
60. Use the middle three digits of your dominant hand to palpate the breast starting
at the top of the breast on the side of the sternum. Repeat on the opposite breast.
Note: You must use 3 types of pressure while palpating, starting with a light pressure, then a
medium pressure, then a firm pressure on each area covered. Fingers must never lose
contact with the skin of the breast.
*Recommended Technique: The “strip” technique - with your fingers never losing contact
with the breast, descend from top to bottom and bottom to top in vertical lines until all regions
(including the nipple as part of the breast tissue) have been palpated.
61. Elevate the trunk, head and neck 30 – 45 degrees so that the jugular venous
pulse is visible. If no jugular venous pulse is visible, return patient to the supine
position and check again for a visible right jugular vein. Note: Only one pulse in one
side of the neck needs to be examined.
NOTE: Regarding the term “palpation” when used during the cardiac examination: this
palpation is designed to assess for pulses, thrills, etc. You are not feeling for masses.
Therefore, your fingers should not move in a circular motion but rather should remain
motionless in the appropriate anatomical location.
63. Palpate the aortic area (2nd intercostal space on the right). Using only the pads of
the fingers, not the fingertips.
64. Palpate the pulmonic area (2nd and 3rd intercostal spaces on the left).
Using only the pads of the fingers, not the fingertips.
65. Palpate the tricuspid area (4th and 5th intercostal spaces at the left sternal edge).
Using only the pads of the fingers, not the fingertips.
66. Palpate the mitral (cardiac apex) area (5th intercostal space, midclavicular line, PMI)
using only the pads of the fingers, not the fingertips.
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CARDIAC AUSCULTATION:
NOTE: Although one may also perform cardiac auscultation with the patient sitting upright,
the required position for the screening HTT exam is SUPINE with head of bed elevated to
30°.
68. Auscultate the aortic area using the diaphragm of the stethoscope
69. Auscultate the pulmonic area using the diaphragm of the stethoscope
70. Auscultate the tricuspid area using the diaphragm of the stethoscope
71. Auscultate the mitral (cardiac apex) area using the diaphragm of the stethoscope
72. Auscultate the aortic area using the bell of the stethoscope
73. Auscultate the pulmonic area using the bell of the stethoscope
74. Auscultate the tricuspid area using the bell of the stethoscope
75. Auscultate the mitral (apical) area using the bell of the stethoscope
76. Auscultate each carotid artery. Instruct patient to hold breath before auscultation.
Can be done with patient in sitting or supine position.
77. Palpate the carotid pulses (just medial to and below the angle of the jaw), one at a
time, bilaterally. Can be done with patient in sitting or supine position.
79. Auscultate the renal arteries, bilaterally. Must be performed in supine position.
81. Palpate the popliteal pulses, one at a time, bilaterally. Can be done with patient in
sitting or supine position.
**Recommended method for popliteal pulses: have patient supine or seated. Using both
hands to support the weight of the leg, palpate the pulse.
82. Palpate the posterior tibial pulses bilaterally (at the ankle behind the medial
malleolus). These can be assessed simultaneously.
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83. Palpate the dorsalis pedis pulses bilaterally (located on top of foot, midway
between the toes and the ankle, along the tendon line. These can be assessed
simultaneously.
84. Test for peripheral edema: Check each shin for pitting edema by pressing on the
lower anterior tibia, medial malleolus, or dorsum of foot for 3-5 seconds. Note: Must
examine both legs. Must be done on skin. Must be done for at least 3 seconds
for credit.
ABDOMEN - Note: All auscultation, percussion and palpation must be done on skin.
85. Adjust the examination table to be flat. Position patient in supine position. Stand on
the patient’s right side. All auscultation, percussion and palpation must be done on
skin.
90. Percuss the liver span from just below right nipple line to just below right rib cage
listening for the sound to change.
91. Palpate the liver edge. Place your hand in the proper location. Ask patient to inhale
as you attempt to push up and under right rib cage Then, ask patient to exhale and
continue to push up and under liver edge, without causing pain to patient.
92. Palpate the spleen. Place both hands in the proper location and ask patient to take a
deep breath as you push up and in, at the bottom of the left rib cage. Then ask patient
to exhale as you continue to push up and in, without causing pain to patient. This can
be done either supine or with the patient lying on her right side.
93. Palpate the left upper quadrant using two pressures (gently then firmly).
94. Palpate the right upper quadrant using two pressures (gently then firmly).
95. Palpate the right lower quadrant using two pressures (gently then firmly).
96. Palpate the left lower quadrant using two pressures (gently then firmly).
MUSCULOSKELETAL
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97. Inspect and palpate both hands (palm and dorsum).
98. Assess finger extension by asking patient to spread the fingers of both hands
99. Assess finger flexion by asking patient to make a fist with both hands.
100. Screen range of motion for both wrists. May be done actively or passively.
Step # 1: Have patient flex and extend each wrist while you observe.
Step # 2: Observe radial and ulnar deviation.
101. Inspect and palpate both wrists for redness and swelling
102. Screen range of motion of both elbows. May be done actively or passively.
Step # 1: Have patient extend her arms in pronation and then supination. Observe
movement of elbow.
Step # 2: Have patient flex and extend each elbow. Observe movement of elbow.
103. Inspect and palpate both elbows. Inspect the olecranon areas for bursal or joint
swelling, and over the ulnar ridge for nodules.
Note: Standing behind patient while assessing shoulder movements is important for you to
observe symmetry.
104. Shoulder flexion: Stand behind patient and have patient’s gown completely untied
and open in the back. Observe shoulder flexion by asking patient to bring the arms
forward and then raise them overhead.
105. Shoulder internal rotation: Stand behind patient and have patient’s gown completely
untied and open in the back. Instruct the patient to place both hands behind the back
as high up on the back as possible while you observe from behind.
106. Shoulder external rotation: Stand behind patient and have patient’s gown completely
untied and open in the back. Instruct patient to clasp both hands behind the neck and
to pull the elbows back while you observe from behind.
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As it rises, view the joint, front and back for swelling.
NOTE: Do not combine items #109 and #110; must perform each item separately for credit.
110. External and internal hip rotation. * Recommended Technique: Return the thigh
to a position perpendicular to the exam table while holding the shin parallel to the
exam table. Now, move the ankle medially to assess hip external rotation. Move the
ankle laterally to assess hip internal rotation. Return the leg to the table. Repeat these
examinations on the other leg.
*Note: You may assess hip flexion and external/internal hip rotation on one side then move
to the other side.
113. Inspect the mid foot and toes (including between the toes) of both feet.
115. Assess neck flexion by instructing patient to place the chin on the chest.
117. Assess right and left rotation of the neck by asking patient to place the chin on
each shoulder.
118. Assess lateral bending of the neck by asking patient to incline each ear toward each
shoulder.
119. Observe the alignment of the knees, heels and feet: Patient must stand. Position
yourself behind patient. Have patient’s gown completely untied and open in the back.
Carefully observe the alignment of the patient’s knees, heels and feet.
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NOTE: For items 120, 121 and 122, inform the patient that you are going to place your
hands on their hips, over the gown, to guard the patient from losing their balance and falling
and also as a way to keep the gown from falling off the patient as they perform the
maneuvers.
120. Assess thoracolumbar lateral bending by asking patient to bend torso to the right
and to the left. Stand behind patient and have patient’s gown completely untied and
open in the back.
121. Assess lumbar flexion by asking patient to bend forward at the waist and to attempt
to touch the toes. Stand behind patient and have patient’s gown completely untied and
open in the back.
122. Assess lumbar extension by asking patient to bend backwards. Stand behind patient
and have patient’s gown completely untied and open in the back.
NEUROLOGICAL
125. Ask patient to walk away from you while you observe the gait.
126. Ask patient to walk towards or away from you on her toes and observe.
127. Ask patient to walk towards or away from you on heels and observe.
128. Ask patient to walk towards you heel-to-toe (tandem gait) and observe.
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ASK PATIENT TO HAVE A SEAT ON THE EXAMINATION TABLE
130. Test patient’s grip strength bilaterally by asking patient to squeeze your index
finger as you try to pull it out of patient’s grip.
131. Test the deltoid muscle strength bilaterally by pushing downward on the patient’s
abducted arms.
132. Test the biceps muscle strength bilaterally and symmetrically by positioning
patient’s elbow to a 90-degree bend, palm up. Then brace one palm on the biceps,
grasp the wrist and pull.
133. Test the triceps muscle strength bilaterally and symmetrically by positioning
patient’s elbow to a 90-degree bend, palm up. Then brace one hand on triceps, grasp
wrist and push.
134. Test the hip flexor muscle strength bilaterally, separately, and symmetrically by
having patient either seated on table with legs dangling, or supine. Resist flexion by
having patient raise each knee or leg as you push down on thigh.
135. Test the lower leg muscle strength bilaterally, separately, and symmetrically by
asking the patient to push away your hand (placed on the ankle); then ask patient to
pull towards herself. Note: Student should position the knee to a 90 degree bend.
Resist flexion by pulling up on lower leg. Resist extension by pushing down on lower
leg.
Note: Per Bates, when assessing reflexes always compare one side with the other before
moving to the next deep tendon reflex.
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138. Test the triceps reflex bilaterally.
Step # 1: Position yourself posterior to the patient, her arms are still in her lap or
support upper arm, instructing patient to let the arm go limp.
Step # 2: Palpate the triceps tendon just above the olecranon. If you have trouble
finding the tendon, press on the tendon as she extends her arm against your
resistance. The tendon will tighten and bulge.
Step # 3: Strike the tendon directly, without an interposed finger. (Stay clear of the
ulnar groove, just medial to the tendon.) Watch for extension of the forearm or
contraction of the muscle.
142. Test finger-to-nose coordination bilaterally by positioning your finger to allow the
patient to fully extend his/her arm to reach your finger. Then, ask patient to hold her
head still. Have patient touch her finger to your finger, then to her nose, alternating
back and forth several times. Student should move her finger several times, in
different directions, so patient must accurately alter directions.
143. Test both sharp and dull on each shoulder, forearm and palm/fingers. Instruct
patient to close her eyes prior to test.
144. Test both sharp and dull on each thigh, shin and foot/toe with patient’s eyes still
closed.
145. Test both sharp and dull on the trunk at dermatome T4 (breast region) and
dermatome T10 (umbilical region) with patient’s eyes still closed.
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146. Position Sense Demonstration:
Step # 1: Grasp the large toe or finger by the sides.
Step # 2: To avoid confusion, demonstrate to the patient, while patient is watching,
what is meant by up and down motion of the large toe or finger. The joint must be
completely relaxed.
148. Vibratory Sense Demonstration: Use a low pitched 128 Hz tuning fork
Step #1: Demonstrate to patient, while patient is watching you.
Step # 2: Hold tuning fork near its base and activate it by tapping it on heel of your
hand or by striking it with reflex hammer. Always press it to a bony prominence.
Step # 3: Ask patient if she can feel the “vibration.”
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