1. GREETS patient and
obtains patient's name
2. INTRODUCES self and clarifies role
3. DEMONSTRATES interest and RESPECT, attends to physical comfort
(here and throughout interview)
4. IDENTIFIES AND CONFIRMS PATIENT'S PROBLEM LIST or issues, e.g.
'So headache, fever - anything else you'd like to talk about?'
5. NEGOTIATES AGENDA taking both patient's and doctor's perspective
into account
6. ENCOURAGES PATIENT TO TELL STORY of problem(s) from when first
started to the present in own words (clarifies reason for presenting
now)
7. Uses open and closed questioning techniques. APPROPRIATELY MOVES
FROM OPEN TO CLOSED
8. LISTENS ATTENTIVELY, allows patient to complete statements
without interruption and leaves space for patient to think before
answering or go on after pausing
9. FACILITATES PATIENT'S RESPONSES VERBALLY AND NON-VERBALLY (use of
encouragement, silence, repetition, paraphrasing, interpretation)
10. USES concise, EASILY UNDERSTOOD QUESTIONS AND COMMENTS, avoids
or adequately explains jargon
11. CLARIFIES PATIENT'S STATEMENTS which are vague or need
amplification, e.g. 'Could you explain what you mean by lightheaded'
12. ESTABLISHES DATES
13. DETERMINES AND ACKNOWLEDGES PATIENT'S IDEAS, i.e., beliefs
regarding cause
14. EXPLORES CONCERNS (including worries, effects on lifestyle)
regarding each problem
15. DETERMINES PATIENT'S EXPECTATIONS regarding each problem
16. ENCOURAGES EXPRESSION OF FEELINGS AND THOUGHTS
17. PICKS UP VERBAL AND NON-VERBAL CLUES, i.e. body language,
speech, facial expression, affect, checks out and acknowledges as
appropriate
18. SUMMARIZES AT END OF A SPECIFIC LINE OF INQUIRY (present Hx,
past Hx) to verify own interpretation of what patient has said, to
ensure no important data were omitted
19. PROGRESSES from one section to another USING TRANSITIONAL
STATEMENTS; includes rationale for next section
20. STRUCTURES interview in LOGICAL SEQUENCE
21. Attends to timing and keeping interview on task
22. DEMONSTRATES APPROPRIATE NON-VERBAL BEHAVIOUR, e.g. Eye contact,
posture and position, movement, facial expression, use of voice
23. If READS, WRITES notes or uses computer, does IN A MANNER THAT
DOES NOT INTERFERE WITH DIALOGUE OR RAPPORT
24. ACCEPTS LEGITIMACY OF PATIENT'S VIEWS; is not judgmental
25. EMPATHIZES WITH AND SUPPORTS PATIENT, e.g. expresses concern,
understanding, willingness to help, acknowledges coping efforts and
appropriate self-care
26. DEALS SENSITIVELY WITH EMBARRASSING AND DISTURBING TOPICS and
physical pain
27. APPEARS CONFIDENT and reasonably relaxed
28. SHARES THINKING with patient WHEN APPROPRIATE to encourage
patient's involvement, e.g. 'What I'm thinking now is....'
29. GIVES EXPLANATION
AT APPROPRIATE TIMES (avoids giving advice information, opinions
prematurely)
30. GIVES INFORMATION IN CLEAR, WELL-ORGANIZED, complete fashion
without overloading patient; avoids or explains jargon
31. CHECKS PATIENT'S UNDERSTANDING AND ACCEPTANCE of explanation and
plans; ensures that concerns have been addressed
32. ENCOURAGES PATIENT TO DISCUSS ANY ADDITIONAL POINTS and provides
him/her with opportunity to do so, e.g. 'Are there any questions
you'd like to ask or anything at all you'd like to discuss further?'
33. CLOSES INTERVIEW BY SUMMARIZING briefly, CONTRACTING WITH
PATIENT REGARDING NEXT STEPS
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