Comprehensive H&P Case Study Questions

By Published on October 3, 2025
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  1. QUESTION

     Comprehensive H&P Case Study Questions    

    Purpose:

    The purpose of this paper is to understand the importance of accurate medical record documentation to record pertinent facts, findings, and observations about a patient’s health history including past and present illnesses, examinations, tests, treatments, and outcomes.

    Directions:

    1. Review and critique the comprehensive H&P below and thoroughly answer the questions that follow in complete sentences and paragraphs using APA format. Please provide the question prior to your response.
    1. Does this document meet the CMS guidelines for documentation of a comprehensive history and physical? Why or why not? Be specific.
    2. Critically analyze the H&P and list any errors. Identify the strengths of the H&P.
    3. Did any questions come to mind that you are unable to answer after reading the H&P?
    4. Are the conditions listed in the assessment section reasonably supported by the history? Why or why not? Explain your rationale.
    5. Did you identify other differential diagnoses or conditions that should be included in the assessment? If so, list them.
    6. List the ICD-10 code for each of the following (go to CMS.gov and search for the ICD-10 Codes):

                Moderate persistent asthma with (acute) exacerbation: ______________

                Pneumonia, unspecified organism:  ______________

                Essential (primary) hypertension: ______________

                Hyperlipidemia, unspecified ______________

                Obesity: ______________  

    1. Is it appropriate to include the ICD-10 code for pneumonia when billing for this visit? Why or why not?
    2. Is the plan reasonable based on the assessments listed? Why or why not?
    3. List 3 patient education strategies relevant to the case study including specific medication teaching. Include references.
    4. List health promotion recommendations from AHRQ according to age/gender/conditions. Cite your references.
    1. Use current APA format to style your paper and to cite your sources. Your source(s) should be integrated into the paragraphs. Use internal citations pointing to evidence in the literature and supporting your ideas. Include a title page and a reference page listing the sources you used.
    2. Keep in mind the requirements set forth in the 1997 Guidelines of Documentation for Evaluation and Management by CMS. Visit CMS.gov, and then search "1997 Guidelines of Documentation for Evaluation and Management" for information that should be included in a medical record.
    3. Your paper should be 3-4 pages not including the title and reference pages. A minimum of 2 sources, not including your texts, must be incorporated into your paper.

     

    A comprehensive H&P for patient Anne Smith is shown. Ms. Smith is a new patient presenting to an internal medicine office-based practice. Carly Sanders, an experienced nurse practitioner, authored the H&P.  

    Patient Name: Anne Smith                                      Age: 55

    Date of Visit:    2-14-2016                                       Gender: Female

    Information Source: Patient, reliable source, face-to-face office visit

    Subjective:

    Chief Complaint: Follow up after Emergency Department visit

    History of Present Illness: Reports were seen in the Emergency Department approximately 2 weeks ago and was treated for bronchitis with an unknown antibiotic that she has now finished. Was prescribed a refill of an Albuterol MDI as well. Pt continues to report cough and shortness of breath with exertion. Cough and shortness of breath have not improved since last Emergency Room visit. Cough reported as dry and present day and night without provocation. Has been using Albuterol MDI 4–5 times per day with slight relief of shortness of breath symptoms. Pt reports multiple diagnoses of bronchitis last year and has been using Albuterol MDI multiple times daily for the past 6 months or more.

    PMH: Hypertension. Bronchitis. Hyperlipidemia. Obesity.

    Medications: HTCZ 25mg BID. Albuterol MDI q4h PRN. Simvastatin 20mg daily. OTC Aleve 1–2 tabs PRN headaches.

    Allergies: Codeine. Shellfish.

    Family History: Mother and Father with CV disease. Son with asthma. Daughter with hypertension. Denies family history of DM. Mother diagnosed with breast cancer at age 40, died at 44.

    Social History: Retired from clerical work. Widowed. Lives with adult children and assists with watching grandchildren. Denies tobacco use, ETOH use, drug use.

    Review of Systems:

    GENERAL: Reports good sleep but decreased energy levels. Denies fever.

    CV: (-) palpitations. (-) CP. (-) swelling.

    PULM: (+) SOB with exertion. (+) wheezing. (+) dry cough. (-) hemoptysis.

                ENT: (-) rhinorrhea. (-) sinus pain/pressure. (-) ear pain/pressure. (-) sore throat.

    Objective:

    CV: RRR, no murmur.

    Pulm: Posterior inspiratory wheezes bilaterally in all lobes. No rales/rhonchi/crackles. No consolidation present with percussion. Equal rise and fall of chest. No accessory muscle use.

    Ears: Bilat TM pearly white, canals clear, no discharge, no external ear tenderness.

    Nose: Nasal mucosa pink, moist. No discharge present. No sinus pressure pain.

    Throat/Neck: Oral mucosa pink/moist. Tonsils grade 1 without exudate. No lymphadenopathy.

    General: Obese caucasian female. Affect appropriate. Appears very anxious. Appropriately dressed. No obvious deformity.

    VS: Temp 97.8, Pulse 72 RR 22, BP 140/90, BMI 32  

    Assessment:

    1. 1. Moderate persistent asthma with (acute) exacerbation
    2. Pneumonia, unspecified organism
    3. Essential (primary) hypertension
    4. Hyperlipidemia, unspecified
    5. Obesity

    Plan:

    Dx Plan: None

    Tx Plan: Rx: Qvar 40mcg/spray 2 puffs BID. Rx: Albuterol MDI 1-2puffs q4h PRN wheezing. Rx: Inhalation Spacer Device. Refill HTCZ 25mg PO BID #30 with 2 refills.

    Refill Simvastatin 20mg PO QD #30 with 2 refills.

     

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Subject Nursing Pages 10 Style APA
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Answer

      1. Comprehensive History and Physical (H&P)

        Question 1: The CMS Guidelines for Documentation of a Comprehensive History and Physical (H&P)

        A comprehensive medical history and physical assessment (H&P) is conducted to determine whether there are underlying factors in the overall condition that would compromise the quality of the planned surgery (Gaffney, Hatcher, Milligan, & Trickey, 2016). Among the key elements to assess include allergies to specific medications or any developing or existing co-morbid condition that necessitates additional interventions to reduce medical risks or adverse events. Based on the CMS guidelines for documentation of a comprehensive history and physical, this document meets all the requirements. It details all provisions concerning the patient's chief complaints, the current sickness, appropriate history relevant to the age of the patient, drugs, and possible allergies (Gaffney, Hatcher, Milligan, & Trickey, 2016). If also offers assessments of the body system, including heart and lungs, impression, and a practical plan of care to help the patient.

        Question 2: Strengths and Errors of the H&P

        The H&P is comprehensive enough as it details all H&P requirements when assessing patients before admission for a surgical procedure. The US Department of Health and Human Services (DHHS) (2011) highlights all elements, including the history of ailments and the patient's current health status, allowing care providers to take in precautions to avoid the occurrence of healthcare events. However, the H&P does not provide a comprehensive plan to meet the patient's underlying conditions' care demands.

        Question 3

        Several questions came to mind that I was unable to answer after reading the H&P. For instance, in this scenario, does an H&P work before or after visiting the Emergency Department for procedures? The medical documentation of the patient should be presented before the commencement of a medical surgery to detect any changes in patient’s health status from the time the H&P was conducted. However, the chief complaint of the patient is a follow-up process after a visit to the Emergency Department. Prior visits help practitioners update the patient's assessment details and detect any changes upon examination or after a surgical procedure.

        Question 4

        The patient’s history reasonably supports the conditions listed in the assessment section. The assessment reports moderate persistent asthma with (acute) exacerbation, pneumonia, unspecified organism, essential (primary) hypertension, unspecified hyperlipidemia, obesity, and hypertension. Anne Smith’s parents were diagnosed with inheritable cardiovascular disease. All these conditions are risk factors for CV disease, with high blood pressure or hypertension being the most significant risk factor. The patient has an unhealthy bodyweight that suggests the likelihood of high cholesterol levels. The vulnerability to chronic conditions increases as the amount of body cholesterol also advances. As an older woman of 55years with a high body mass, Anne is likely to suffer from hypertension and obesity. From the assessment, the patient also suffers hyperlipidemia. In this case, hyperlipidemia would be associated with blood containing excessive fats and lipids such as glycerides and cholesterol, which increases fatty acids present in arteries and the danger of blockages. The patient’s history suggests that Anne is an obese Caucasian female implying that her blood system contains excessive fatty lipids that are detrimental to health.

        Question 5:

        Among the other differential diagnoses and conditions that should be included in the assessment include; type 2diabetes and high blood cholesterol. 

        Question 6: the ICD-10 Codes

        • Moderate persistent asthma with (acute) exacerbation: J45.51
        • Pneumonia, unspecified organism:  J18.9
        • Essential (primary) hypertension: I10
        • Hyperlipidemia, unspecified: E78.5
        • Obesity: E66

        Question 7:

        It is appropriate to include the ICD-10 code for pneumonia when billing for this visit because although the organism causing the condition is unspecified, antibiotics are necessary. Antibiotics help to track the specific bacterium type resulting in an infection. A doctor should also recommend over-the-counter drugs such as naproxen to ease aches and pains and reduce likely fevers. Although these options are available, antibiotics should be billed to help in clearing the infection completely.

         

        Question 8: Is the plan reasonable based on the assessments listed? Why or why not?

        The plan is not reasonable based on the assessments listed. The care plan should detail clearly how it will meet the medication needs of every condition, and whether or not the conditions have alternatives in terms of management.

        Question 9: Patient Education Strategies

        • It is vital to understand the unique needs of patients when selecting the most effective patient education technique. Before introducing any patient education strategies, clinicians must assess the patient's current level of knowledge because any educational approaches will be useless if the patient lacks adequate functional health literacy (World Health Organization, 2005). Basing on the patient’s history details, Anne retired from clerical work, meaning she can acquire, process, and understand necessary health information required for making appropriate health decisions (Gaffney, Hatcher, Milligan, & Trickey, 2016). Equipping a patient with adequate knowledge and understanding concerning their health condition is the most promising way of sparking patient activation.
        • The other strategy is to offer educational materials in patient-preferred formats, from paper handouts to digital technologies. However, in this case, clinicians will work with Anne to assess the exact option that meets their preferences. The most efficient strategies of educating this patient concerning her health and how to use the medication would be one-on-one teaching, demonstrations, YouTube videos, posters, and trained peer educators. Clinicians must consider how patients learn best and pick the most feasible option to integrate into patient lifestyles.
        • Thirdly, care providers should lean on health technology to access and store their educational materials with convenience. Through the online interface, Anne can access her portal and access her lab results, histories, discussions, dosage details, and other health information (World Health Organization, 2005). Clinicians can engage in OpenNotes to remind Anne of the data to boost their understanding of the medications and the exact dosages to take. As a patient, she can forget 80% of what her doctor advises, and OpenNotes are relevant. They will remind her of this information and engage with care providers concerning potential treatment issues.

        Question 10: Health Promotion Recommendations from AHRQ according to age/gender/conditions

        • Clinicians should advise Anne on healthy living by promoting healthy eating habits. This includes consuming healthy, low-fat, and high-fiber foods such as vegetables and fruits, minimally processed foods, healthful sources of protein such as fish, beans, poultry-, refined grains, and healthy fats as nuts (Batsis & Zagaria, 2018). A nutritionist can work collaboratively with the clinicians to suggest the best meal plans for Anne.
        • A healthy diet should incorporate frequent exercises, and Anne can engage in long walks, a bit of jogging, and stretching to increase body flexibility. Obese patients are required to switch to the fitness world to reduce cholesterol levels by preventing fat accumulation in the blood (Batsis & Zagaria, 2018). Anne should be assigned to a certified trainer who will help her keep fit and recommend the best activities that suit her age.
        • As an elderly patient, Anne requires home nursing care to help monitor her health progress and flexibility in taking the recommended medication (Batsis & Zagaria, 2018). She also requires support and love from her family, who can also offer close monitoring of her progress and report on any critical health issue that develops.

       

References

US Department of Health and Human Services (DHHS). (2011). CMS Manual System. Pub. 100-07, State Operations Provider Certification. Transmittal 71. State Operations Manual. Clarifications to Appendix L, Ambulatory Surgical Center Interpretive Guidelines – Comprehensive Medical History and Physical (H&P) Assessment and Anesthetic Risk and Evaluation. Centers for Medicare and Medicaid Services Web site. https://www.cms.gov/Regulations-and-Guidance/Guidance/Transmittals/downloads/R71SOMA.pdf 

Batsis, J. A., & Zagaria, A. B. (2018). Addressing obesity in aging patients. Medical Clinics102(1), 65-85.

Gaffney, T. A., Hatcher, B. J., Milligan, R., & Trickey, A. (2016). Enhancing patient safety: factors influencing medical error recovery among medical-surgical nurses. OJIN: The Online Journal of Issues in Nursing21(3), 1-13.

World Health Organization. (2005). Effective teaching: a guide for educating healthcare providers. http://reprolineplus.org/system/files/resources/EffectiveTeaching_full.pdf

 

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