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  Reason for encounter or Chief complaint
Added by Heather Leslie, last edited by Heather Leslie on 13-Feb-2008  (view change)
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We have a decision to make. When people come to hospital a doctor will usually record the "Chief complaint" or "Presenting complaint". In primary care the "Reason for encounter" is recorded. As these are simple meta-observations and are best suited to be evaluations - no date information, no qualifiers - the point is to keep the data very clean.
The question is - should these be different archetypes or the same archetype with different labels for purpose. There is no doubt that their scope is different when we think of inpatient presentation compared with primary care - but it is possible to think of almost every situation in the continuum so that they do merge.
We could have a label for the node that allowed the choice of Reason for encounter OR Chief complaint OR Presenting complaint - and leave the terminology binding to the template. The advantage is that in every language we would have up to three conventions.
Retrieving this data from different situations would be simplified - one place to look. We could even use an item_single so the concept could not be extended. This would ensure it was used for summary data.What do others think?

Sam Heard (17 Dec 2007)

  • Sergio (18 Dec 2007)
    In our environment, either primary care or hospital setting, we use "motivo de consulta" which would translate as chief complaint. I must confess I can't see why the scope is different (the patient is in pain or has a symptom that makes him go to the primary care unit or ER) but this is my point of view only. I think that it would serve our purposes best to have one archetype with different label, the main objective is the same, to register what motivated the patient to seek help in the first place, I think different archetypes might lead to duplicate information in the future.
    I'd like to know the opinion of the rest of the team, my point of view is based on our health system, it might be inadequate for someone else's.
    • Sebastian (18 Dec 2007)
      I agree, this should be done in the same archetype, much like diagnoses wouldn't be in different archetypes even if setting/scope etc. is different.
      • Beatriz (18 Dec 2007)
        Here in Brazil we register the to different concepts with two different domains ( for primary care, and as we call - "pronto-atendimento_  - sort of outpatient emergency not for very serious cases Reason for encounter - we use ICD-10 chapter Z Chief Complain - as part of the patient history - so far is being recorded as text - we're considering perhaps ICPC in Portuguese but text is OK for now Check-list conditions and diagnosis - ICD-10 (mandatory in the country).
        We already made those constraints in the archetypes we translated.
  • Ian (18 Dec 2007)
    There is no doubt in my mind that these are exactly the same thing and do not require separate archetypes. This is a simple statement/encapsulation of why the patient/ client has asked for assistance. I would argue that it could equally apply over any possible professional encounter, completely outwith the clinical domain e.g. lawyer, archetype.
    The value is in briefly describing the patient's understanding as they seek advice. I am not sure how much semantic validity or value that might have. In my practice, which was heavily POMR orientated we wrote a simple phrase in the right hand margin to try to capture the overall nature of the consultation which may have included both the clinician and patient perspective.
    Sure the scope my vary by speciality but so may that for 'diagnosis'. In a sense 'presenting complaint' is the patient's 'diagnosis'. If the purpose of the archetype is clearly generic with examples given in the use and misuse, could the renaming of the node just be left to the template, without the need for a choice of terms.
    • Sam (18 Dec 2007)
      OK - this is very useful. I think the issue has reduced to whether we have names for this in the archetype - like Chief complaint, reason for encounter and Presenting complaint or we leave it to the template. My only concern here is that we are not precise enough. We can do this verbally - but I do think it could be useful in English - any obvious translations in Portuguese or other languages. Is Ian right and there might usefully be a lot of different names that are sensible. Is it worth narrowing these at all?
  • Omer (18 Dec 2007)
    "Chief Complaint" is the most common expectation here in Turkey. Reason for Encounter is mostly understood as patient admission way (i.e.: emergency, scheduled exam, routine-checkup, control, etc...). Also, most of the insurance companies have a main field of "Chief/Main Complaint" along with it's "Duration or Since When". I believe, having a simple and to the point archetype with only Chief_Complaint field (allowing the use of, most likely, ICD-10x) and Duration field would be very handy.
  • Heather (18 Dec 2007)
    In the NHS modeling we have made use of the Story OBSERVATION a huge amount.  We deliberately named the archetype 'Story' to be able to capture a 'History of Presenting Complaint' for any type of formal clinical care history taking, or just a patient 'story' as they might want to record in their Personal Health Record - so it is multipurpose and named to be as open and non-medical as possible, therefore used in all scenarios.  We usually rename it to "Presenting Complaint"  in the clinical templates in NHS use - ie Emergency/Maternity/ENT.
    Within the 'Story' archetype is the ability to include other cluster archetypes to facilitate detailed and structured data capture about the presenting story ie symptom, the symptom-pain specialization, event and a general issue cluster.
    Interestingly, in my mind "Reason for Encounter" is a more formal and specific entity which is for capturing the primary reason for a person seeking healthcare intervention - a short and pithy summary, if you like.  And this complements the free text attributes of the 'Story' archetype.
    However when I put both 'Reason for Encounter' EVALUATION (an evaluation for its' persistence value, I think) and 'Story' OBSERVATION into a recent NHS template for Hearing Loss assessment in outpatients, I had howls of protest - that "these were the same thing"!  I'm not so sure that they are. 
    Interestingly, (and maybe confusingly), I have just realized that there is also a Reason for encounter SECTION in the openEHR section in svn - with slots open for observations and evaluations.  So a number of other ways to approach it too.
  • Jag (03 Jan 2008)
    To confuse/clarify matters further,
    In my opinion for what its worth:
    - Reason for encounter is completely different from chief complaint.
    - Reason for encounter is the reason why a person may have an *encounter* with the health professional/provider.
    - Chief complaint is only relevent when a person has symptoms and signs for which he consults a health professional/provider
    A person may have an encounter with a health professional/provider for several reasons.
    a.) *Consultation*- when there are symptoms and signs including a chief complaint which prompt him to seek the help
    b.) *Treatment*: eg chemotherapy sessions. Where a diagnosis has already been established and the patient only attends for receiving treatment.
    c.) *Investigation/further investigation*: Where a consultation pertaining to the complaint has already been carried out and the patient is attending to have further investigations/special investigations performed.
    d.) A *routine health check* when there are no compaints. I think the key word here is encounter.
    My other thought regarding Chief complaint is - there may be more than one complaint of equal importance.
    Separate archetypes for *Reason for Encounter* and perhaps *Presenting Symptoms and Signs * or *Presenting Complaints*
    • Heather (03 Jan 2008)
      Thanks Jag.
      Must say that I agree with your view here.
    • Omer (04 Jan 2008)
      Very clear... I agree...Thanks Jag
    • Beatriz (04 Jan 2008)
      That was exactly what I was trying to say. At least this is what we use in Brazil.

Summary  13Feb2008:
Hmm - varied views.
I'll take a risk here and try to summarise and add a few more questions. The initial comments (above) seemed to see the two concepts as very similar, but the last few (chronologically) seemed to differ and get some support.  So I have gone for the latter view, but comment below if you think that I've got it wrong and keep the dialogue going...

  • Reason for Encounter is a different clinical concept from Presenting (or chief) Complaint - DO YOU AGREE?
    • "Reason for Encounter" is the reason for attendance - seeking emergency help/Pre-employment medical/consultation/therapy etC
    • "Presenting Complaint" is a description of symptoms or issues or something that happened to the patient.  
      • There may be multiple symptoms so better to consider Presenting complaint (and enable as many as needed) rather than Chief complaint (which implies one main one).
      • May be better not to limit it to 'symptoms', but open it to broader issues as well eg want to stop smoking, lose weight, relationship problems (ie issues).
        • Currently the concept "Presenting Complaint" concept is reflected by an archetype "Story" in NHS work - this archetype has been named to deliberately 'de-medicalise' it, so that it can be used for a broader range of purposes and contexts than doctors seeing patients, including Personal Health Records, Counselling etc etc.  It has been renamed as "Presenting Complaint" in templates used for a medical purpose eg a consultation record.  IS THIS APPROPRIATE?  SHOULD PRESENTING COMPLAINT BE A SPECIALISATION OF STORY OR RENAME IN TEMPLATES?

MORE COMMENTS?

Heather 

Test

Posted by Anonymous at 13-Feb-2008 17:26

Yes we do believe reason for encounter and presenting complain are two different concepts. We did the binding for reason for encounter with ICD 1- chapter Z: ttp://en.wikipedia.org/wiki/ICD-10_Chapter_XXI:_Factors_influencing_health_status_and_contact_with_health_services

Presenting complaint I see as the patient story and I think it's OK as it is. But, I 'm sorry to come back to the same issue, ate least here, we have besides the reason for encounter - where we describe things as counseling and others in the "reason for encounter" as Z:

(Z70-Z76) Persons encountering health services in other circumstances

  • (Z70.) Counselling related to sexual attitude, behaviour and orientation
  • (Z71.) Persons encountering health services for other counselling and medical advice, not elsewhere classified
  • (Z72.) Problems related to lifestyle
  • (Z73.) Problems related to life-management difficulty
  • (Z74.) Problems related to care-provider dependency
  • (Z75.) Problems related to medical facilities and other health care
  • (Z76.) Persons encountering health services in other circumstances

In addition to that we have the Chief COmplain - the main symptom that the patient presents. It can be described in the story using the presenting complaint #1 . that's what we did here, but in order to make it really as we do this should be an additional attribute.

Maybe this only happens here.

I promised to comment earlier and then a) I lost my internet connection b) Beatriz's posting made me have to rethink what I was going to say!!

Firstly I think mostly we have consensus about 'Story' being appropriate for the detailed gathering of the patient story/history. I think renaming the archetype at template level for particular clinical settings is perfectly ok and I cannot see a need to specialise story e.g. to "presenting complaint".

Now it gets more tricky!!

I think we all see a need to be able to give a brief, clinically orientated description of why the patient has sought our advice/help? This is the phrase that appears on an Emergency department whiteboard:

  • Mrs J 42 Haematemesis
  • Dr McN 49 ? Alcohol withdrawal 
  • Mr L 24 Dressing change 

As clinicians this helps us prioritise our work, and in longitudinal e.g GP records, quickly orientate ourselves about the prior reasons for a patient attending.

I think this is what Beatriz and Jag would call 'Presenting complaint', I would call 'Presenting problem' and Dutch GPs, WONCA/ICPC would call 'Reason for Encounter' http://en.wikipedia.org/wiki/Reason_for_encounter.

The primary purpose is to orientate and inform the working clinician. 

Beatriz, Jag and Omer have identified a rather different notion of 'reason for encounter' which looks at this from a higher, more analytical, service delivery level

e.g for the same ER whiteboard

  • Mrs J 42 Haematemesis
    • (Z03.) Medical observation and evaluation for suspected diseases and conditions
  • Dr McN 49 ? Alcohol withdrawal
    • (Z03.) Medical observation and evaluation for suspected diseases and conditions
  •  Mr L 24 Dressing change
    • Z48.) Other surgical follow-up care

 This, I think, is largely for admin or clinical audit purposes, rather than to assist direct clinical care.

To confuse things further the WONCA/ICPC view of 'Reason For Encounter' allows clinicians to enter such admin-orientated codes if they wish e.g.

-55 Local Injection/Infiltration
-56 Dress/Press/Compress/Tamponade
-57 Physical Medicine/Rehabilitation
-58 Therapeutic Counselling/Listening
-59 Other Therapeutic Procedure NEC
-62 Administrative Procedure
-63 Follow-up Encounter Unspecified
 http://www.globalfamilydoctor.com/wicc/pagers/english.pdf

  • Mrs J 42 Haematemesis
    • D14 Haematemesis/vomiting blood
  • Dr McN 49 ? Alcohol withdrawal
    • A86 Toxic effect non-medicinal substance
  •  Mr L 24 Dressing change
    • -56 Dress/Press/Compress/Tamponade

In summary:

                                                 Primary Care                                                  Secondary Care

Reason for encounter (admin)     Reason for encounter                                       Reason for encounter

Reason for encounter (clinical)    Reason for encounter/Presenting problem          Presenting/chief complaint

I think we probably have to live with some of these naming inconsistencies, relabelling archetypes at template level to suit local convention.


I think the key is to understand the social dialogue that is going on between the patient and the clinician and the context of the inquiry.  What do we want to understand and for what purpose? As a clinician, I may need to understand "Why are you here?" (Reason for Encounter) in order to get to "What's wrong?" (Presenting Problem/Complaint).

eg.

Hi Doc I'm here to get a repeat of my script? => Reason for Encounter: free text

the next part of the dialogue is querying applicability/continued use of the medication against the problem for which it was
prescribed - so in a GP system, I could just pick up the Presenting Problem from the problem list, from reviewing the
history : coded text. ie context of the assessment is maintained

So while I care about the Reason for Encounter, I don't that much compared to the degree of the persistence of the problem and the effect the medication is having on my patient. . . . . .

 Gordon Tomes

Posted by Anonymous at 07-May-2008 11:43
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