Praxis Medical Insights

Est. 2024 • Clinical Guidelines Distilled

Made possible by volunteer editors from the University of Calgary & University of Alberta

Last Updated: 9/8/2025

Essential Components of Past Medical History Documentation

Core Medical History Elements

  • The American College of Physicians recommends including duration of any chronic conditions, dates of diagnosis, and prior negative tests in past medical history documentation 1
  • The Infectious Diseases Society of America suggests documenting all previous medical conditions, hospitalizations, surgeries, and blood product receipt 1, 2
  • The Centers for Disease Control and Prevention recommend including history of infectious diseases, including HIV-related conditions, opportunistic infections, and sexually transmitted diseases in past medical history documentation 1
  • The American Medical Association advises documenting prior medication use, including specific drugs, duration of therapy, complications, side effects, drug resistance, and adherence 1, 3
  • The American Heart Association recommends including comorbidities and risk factors for conditions such as coronary heart disease, dyslipidemia, diabetes mellitus, kidney disease, and osteoporosis in past medical history documentation 1, 2

Medication and Treatment History

  • The National Institutes of Health suggest documenting current medications, including prescription drugs, over-the-counter medications, and complementary or alternative therapies 1, 3
  • The American Academy of Allergy, Asthma, and Immunology recommend including allergies and intolerances, including dates and types of reactions in past medical history documentation 1, 3
  • The Centers for Disease Control and Prevention advise documenting vaccination history, including childhood vaccinations, adult boosters, and travel immunizations 1, 3

Social and Environmental Factors

  • The American College of Physicians recommend including race, ethnicity, birthplace, residence, and travel history in past medical history documentation 1, 4
  • The National Institutes of Health suggest documenting health-related behaviors, including tobacco, alcohol, and drug use 1, 4, 3
  • The American Medical Association advises including employment history and potential occupational exposures in past medical history documentation 1, 4

Special Considerations for Specific Populations

  • The Infectious Diseases Society of America recommend including mode of infection, prior HIV medications, CD4 counts, viral loads, and opportunistic infections for HIV patients 1
  • The American College of Obstetricians and Gynecologists suggest documenting gynecologic and obstetric history, plans for pregnancy, birth control practices, menstrual history, and mammogram history for women 1

Documentation Best Practices

  • The American Medical Association recommends including pertinent negatives, using clear language, and documenting the source of information in past medical history documentation 3, 4
  • The National Institutes of Health advise documenting information about the patient's literacy and primary language 4

Common Pitfalls to Avoid

  • The American College of Physicians warn that failing to document allergies and adverse medication reactions can lead to preventable adverse events 1, 3
  • The Centers for Disease Control and Prevention recommend avoiding incomplete vaccination records, which may result in missed opportunities for preventive care 1
  • The American Heart Association advise against overlooking family history, which can miss genetic risk factors for disease 1, 4