Medical history: What it is and how to do it

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Among the skills necessary for a good doctor is their ability to establish fluent communication and, thus, arrive at an accurate diagnosis and effective treatment.

The medical history, one of the pillars of this communication, goes far beyond simple questions and answers. It is a process that involves empathy, attention, and the ability to extract valuable information from the patient's account.

In this article, you will understand what a good medical history is and how to conduct one.

What is an anamnesis?

The anamnesis is a medical document created from an interview with the patient, and aims to qualify the diagnosis and reveal details for a more appropriate and effective treatment.

It can also be summarized as a critical assessment made by the doctor based on the patient's report, going beyond just a set of described symptoms.

In other words, the anamnesis gathers information from the patient's clinical history, considering everything from current complaints to habits and psychosocial history that may influence diagnosis and treatment.

Why conduct a medical history taking?

Unlike a superficial assessment, anamnesis offers a much broader field for analyzing symptoms, considering habits, sociodemographic issues, family history, and various other factors.

Through this information, other conditions can be identified, such as occupational diseases or disorders with diffuse symptoms.

In other cases, a patient with a seemingly simple case of gastroenteritis may already have a history that suggests a diagnosis of gastritis or an ulcer, for example.

Both situations can be identified beforehand through a well-conducted and detailed interview combined with clinical analysis. 

It's important to remember that the medical history is not a static document and should be viewed as a tool for continuous updating during patient follow-up, serving as a source of information and possibilities for other treatments.

When should the medical history be taken?

Ideally, the medical history should be taken at the beginning of the consultation, whether it's medical, psychological, physiotherapy, etc.

This is because it is through this information that the attending physician directs the patient to examinations and tests that confirm the initial diagnosis, determining a course for treatment.

How to conduct a medical history taking?

First and foremost, healthcare professionals must understand that a good medical history is the result of the ability to listen to and interpret what the patient shares.

Furthermore, conducting a thorough medical history assessment requires preparation. It is important for the physician to review the patient's medical record to understand the patient's basic information.

From this point, one can begin constructing the medical history.

A classic medical history should include the following topics:

  • Identification;
  • Main complaint;
  • History of present illness;
  • Systematic or symptomatic questioning;
  • Personal and family background;
  • Lifestyle habits;
  • Psychosocial history (socioeconomic and cultural conditions).

Identification

It may seem obvious that the medical history begins with collecting basic patient data, but in this case, the identification goes beyond just name and age, acting as a sociodemographic profile.

Therefore, the data collected at this stage of the anamnesis are:

  • Name;
  • Age;
  • Sex;
  • Race/ethnicity;
  • Marital status;
  • Occupation;
  • Education level;
  • Religion;
  • Place of birth;
  • Current place of residence;
  • Degree of reliability.

Certain factors, such as race and religion, may initially cause confusion regarding the need for this information. However, they are necessary to identify susceptibility to certain pathologies or to determine lifestyle habits, impacting customs, diet, and leisure.

Other categories such as occupation, place of birth, and place of residence are essential for screening for potential exposures to diseases.

Main complaint

At this point, the patient expresses for the first time the reason that led them to seek care.

"What brought you here today?" is almost always the standard question to start this dialogue.

This is the starting point for diagnosis, so it's essential that the patient feels comfortable and open to sharing more details. But don't just focus on what's said; pay attention to body language as well.

She is the one who can provide possible clues about its severity or impact on the patient's life.

History of present illness

It is important to encourage the patient to provide as much detail as possible, since the history of the current illness is one of the main determining factors for a diagnosis.

To do this, start by looking for a timeline of events based on the start date. From there, determine the total duration of the illness, its location, whether there is radiation, the quality or how the symptoms manifest, and their intensity.

The patient may offer this information spontaneously, but seek more specific details such as: whether the symptoms have progressed, their relationship to other complaints, and factors that improve or worsen them (if any).

Systematic or symptomatic questioning

Even after addressing the chief complaint and medical history, it's important to investigate other body systems to ensure the patient hasn't missed any other symptoms.

Some suggested questions that can be asked are:

  • And what about breathing? 
  • Have you been feeling tired or fatigued?
  • And as for food, everything alright?

Just avoid asking overly detailed questions so as not to interfere with what the patient has to say. 

Background

For an even broader view of the patient's health, it is always important to check their history, from personal history such as previous surgeries and pre-existing health problems, to family history of diseases and disorders. This helps to understand whether the current illness is an isolated case, a crisis resulting from a pre-existing condition, or a sign of something that needs further investigation. 

Lifestyle habits

Aspects such as diet, physical exercise, and sleep quality should be considered as factors influencing the patient's health. 

It is also necessary to ask whether the individual consumes or uses alcohol, tobacco, and other substances.

The importance of welcoming the patient during the anamnesis (medical history taking)

It is important to remember that even though the medical history is a clinical document and should be prepared critically, patient care does not follow the same principles. 

In reality, during the consultation and interview process, the professional should always be as understanding and warm as possible, since this is the initial moment of connection between doctor and patient.

Building a relationship between the parties is essential both for understanding the initial problem and for the course of treatment. It is important that the patient feels comfortable opening up about their issues and trusts the doctor's guidance.

The same applies to the doctor-caregiver relationship. In cases where the patient, for any reason, is unable to report their own complaints, the bond between doctor and caregiver/companion becomes essential.

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Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Program - Ophthalmology and Medical Interdisciplinarity

Ophthalmology and Medical Interdisciplinarity

Understanding what medical interdisciplinarity means in Ophthalmology and in what situations you can see this partnership happening in healthcare.
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Dermatology and Medical Interdisciplinarity

Understand what medical interdisciplinarity means in Dermatology and in which situations you can see this partnership happening in healthcare.
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduaça-medica-o-que-voce-nao-pode-fazer-no-marketing-medico

What you can't do in Medical Marketing

Learn about the restrictions and prohibited practices in medical marketing
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduaçao-medica-o-que-vo-pode-fazer-no-marketing-medico

What can you do in Medical Marketing?

Understand which practices are permitted within Medical Marketing
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduaçao-medica-o-que-eo-marketing-medico

What is Medical Marketing?

Understand what Medical Marketing is and the laws and regulations that govern it.
Sao Leopoldo Mandic Faculty of Medicine, Postgraduate Medical Studies, Dermatology, Subspecialties and Medical Career

Dermatology: subspecialties and medical career 

Learn about the subspecialties of Dermatology and their different areas of practice.
Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Studies - Aesthetic Dermatology and Clinical Dermatology - Specialties and Medical Career

Aesthetic Dermatology and Clinical Dermatology: Medical Specialties and Careers

Understand the differences between the two subspecialties of Dermatology, their fields of practice, and learn about the opportunities each can offer for your career
Sao Leopoldo Mandic Faculty of Medicine, Medical Postgraduate Program, Digital Marketing for Doctors is Important

Is digital marketing important for doctors?

Understand how medical marketing can transform your practice of medicine.

Psychiatry in telemedicine: Advantages and challenges

Understand how Psychiatry works in telemedicine, its advantages, challenges, and how this type of care helps promote mental health.
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduaçao-medica-como-ter-sucesso-no-seu-primeiro-escritório

Secrets to success in your first practice

Discover the secrets to ensuring the success of your first practice
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduaçao-medica- tudo-oque-vo-precisa-saber-sobre-a-telemedicina

Telemedicine: what is it, how does it work, and what are the advantages?

Understand what telemedicine is, how it works, and its advantages in healthcare and medical education.
Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Studies: The History of Psychiatry and its Recognition as a Medical Specialty

The History of Psychiatry and its recognition as a medical specialty 

Learn more about the history of psychiatry and understand how it became such an important medical specialty.
Sao Leopoldo Mandic Faculty of Medicine, Postgraduate Medical Program in Psychiatry, One of the Most Promising Specialties in the Market

Psychiatry: one of the most promising specialties on the market

Learn more about the field of psychiatry, its scope of practice, and why it is considered one of the most promising areas of medicine today.
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduaçao-medicaetica-medica-relaçao-medico-paciente

Medical ethics: Doctor-patient relationship

Understand what the doctor-patient relationship is, its importance, and its limitations.

Medical interdisciplinarity: what it is and why it's important 

Understand what medical interdisciplinarity is, its importance, and some of the cases in which it applies.
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduacao-medica-conheca-as-doencas-oculars-mais-comuns

Clinical ophthalmology: Learn about the most common eye diseases

Learn more about clinical ophthalmology: common eye diseases and prevention.
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduacao-medica-residencia-medica-no-brasil-vagas–concorrencia-e-alternativas

Medical residency in Brazil: vacancies, competition, and alternatives

Understand the current landscape of medical residency programs in Brazil and their impact on your medical career.
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduaçao-medica-etica-medica-sigilo-profissional

Medical ethics: professional confidentiality

Understand what medical confidentiality is, its importance, exceptions, and the laws and regulations that require attention.
São Leopoldo Mandic Faculty of Medicine, Medical Postgraduate Program, How to Calculate Medical Fees

Medical fees: tips for calculating them correctly

Understand what medical fees are and how to calculate them.
Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Studies - How to Choose Your Medical Specialty

How do I choose my medical specialty?

Learn about the main medical specialties and understand how to find the one that makes the most sense for you.
Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Studies - Discover the Alternatives to Medical Residency

Discover the alternatives to medical residency 

Explore the alternatives to Medical Residency and find the best path for your career.
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduaçao-medica-qual-ea-melhor-pos-graduaçao-em-medicina

Medical postgraduate studies: which is the best?

Understand how to choose the medical postgraduate program that best fits your professional profile and career expectations in medicine.
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduaçao-medica- como-conquistar-e-fiçar-pacientes-no-inicio-da-carreira

How to attract and retain patients at the beginning of a medical career?

Best practices for attracting, winning over, and retaining patients early in a medical career
Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Studies - What are the differences between a specialist doctor and a general practitioner?

Specialist and general practitioner: understand the differences

Learn the differences between a specialist and a general practitioner, and understand which path makes more sense for your career in medicine.
Sao Leopoldo Mandic Faculty of Medicine - Medical Postgraduate Studies - Everything You Need to Know About Medical Postgraduate Studies

Medical Postgraduate Studies: Frequently Asked Questions

Understand what medical postgraduate studies are and how they work, and get answers to your more specific questions.
Building your career in Medicine: which paths to follow?

Building your career in Medicine: which paths to follow?

Learn more about the pros and cons of each of the paths to follow after graduation and understand which ones make the most sense for you
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduaçao-medica-como-abrir-um-consultorio-medico

Opening your first medical practice: where to begin?

Understand the legal requirements for opening a medical practice and learn where to begin.
sao-leopoldomandic-faculdade-de-medicina-pos-graduaçao-medica- tudo-o-que-voce-precisa-saber-sobre-cnpj-medico

Does a doctor need a CNPJ (Brazilian tax ID)? Everything you need to know about CNPJ for doctors  

Understand how a Medical CNPJ (Brazilian tax ID for doctors) works and its usefulness and necessity for healthcare professionals.
Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Studies - What is the Salary of an Ophthalmologist?

What is the salary of an ophthalmologist?

Understand how the field of Ophthalmology works and the factors that influence average salary
Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Studies - What You Need to Know About Clinic and Office Management

Clinic and practice management: tips for those who want to start a business in the healthcare field 

Understand what clinic and practice management is, its importance, and the key areas every manager should master to develop their business.
Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Studies - What is the Salary of an Endocrinologist?

What is the salary of an endocrinologist?

Understand how the field of Endocrinology works and the factors that influence average salary
sao-leopoldo-mandic-faculdade-de-medicina-poo-graduaçao-medica-qual-eo-salario-de-um-pediatra

What is a pediatrician's salary?

Understand how the field of Pediatrics works and the factors that influence average salaries

What is a psychiatrist's salary?

Understand how the field of Psychiatry works and the factors that influence average salaries
Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Studies - Most Promising Medical Specialties on the Market

Most promising medical specialties on the market  

Understand which medical specialties have the greatest market potential in 2025.
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduacao-medica-como-se-prepara-para-o-primeiro-plantao-medico

How to prepare for your first medical shift

Learn what it is, how it works, and how to prepare for your first medical shift
sao-leopoldo-mandic-faculdade-de-medicina-pos-graduacao-medica-quanto-eo-salario-de-um-medico-em-2025

What will a doctor's salary be in 2025?

Understand how location, specialization, and type of employment are the factors that will define an average salary. Discover which specialties are most important
Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Studies - Perspectives for the Future of Medicine and Medical Residency

Medical Demographics 2025: Perspectives for the Future of Medicine and Medical Residency

Medical Demographics 2025: Understand what the current scenario can tell us about the future of medicine and medical residency.

Everything you need to know about filing income tax returns for doctors in 2025

Understand how income tax works for doctors in 2025 and see the complete step-by-step guide to filing your tax return.
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Psychology or Psychiatry: specialization and medical career

Understand the differences between Psychology and Psychiatry and find the ideal area of ​​specialization for your medical career.
Main thyroid diseases

What are the most common thyroid diseases?

One of the main functions of a doctor specializing in endocrinology is to treat diseases of the thyroid gland, as they affect people worldwide. Furthermore, understanding

Sao Leopoldo Mandic Faculty of Medicine - Postgraduate Medical Course in Dermatology - Is it worth choosing this postgraduate course for your career?

Dermatology: Is this postgraduate course worth choosing for your career?

For those who always strive for success, medical school is not the final step. And, increasingly, dermatology is becoming a field of study