How to Clerk Patients (in general)

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Last Updated on August 19, 2026

Table of Contents

    STEP 1:

    Comorbidities

    • Ask about underlying medical illness(es) and the follow up. Which clinic, which hospital, government or private?

    • Previous history of admission(s) and why
    • Any recent admission?

    • List down all current medications correctly

    • How is the patient before this current illness sets in?
    •

    Social history

    • Is patient still working? Working as what?
    • Patient is staying with who?
    • Is patient a ? If smoker, number of pack years?

    Female patients

    • Ask about

    STEP 2: Reason for Admission

    • / ?
    • “A good clerking is when after 5 minutes of history taking, your mind has started listing down the PROVISIONAL & DIFFERENTIAL DIAGNOSIS” – Dr Aimir

    STEP 3: History Taking + Physical Examination

    History Taking

    • HOPI in detail? Use for pain.
    • What happened in ED? Management in ED?
    • Other histories – past medical illness (as above), family history, social history etc.

    Physical Examination

    • General examination
    • Systemic examination (as complete as possible especially lungs, cardiovascular, abdomen,)
    • Regional examination e.g. if patient has leg problem, you must examine the leg as well

    STEP 4: Outline Your Management

    Investigations / Bedside Procedures

    • ECG? ?
    • Blood taking e.g. FBC, RP, Coag, / pre-op blood
    • Imaging e.g. chest X ray (mobile / standard?), abdominal X ray (mobile / standard?), CT scan

    Treatment

    • Oxygen supplement
    • Feeding / Fluid: Encourage taking orally? Need to start IV drip maintenance? Need to start IV drip bolus?
    • Medications? Endorse patient’s own medications from home e.g. anti-diabetics, anti-hypertensive etc.
    • Monitoring e.g. strict I/O charting, fit charting

    Further Reading

    Adapted from FB Aimir Ma’rof

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