Praxis Medical Insights

Est. 2024 • Clinical Guidelines Distilled

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

Last Updated: 9/12/2025

Comprehensive Medical Examination Guidelines

Patient History and Demographics

  • The American Academy of Ophthalmology recommends documenting demographic data, including name, date of birth, gender, and ethnicity, as part of a comprehensive medical examination 1, 2
  • A thorough medical history should include the patient's primary concern, detailed history of present illness, and self-evaluation of their current health status, as suggested by the American Academy of Ophthalmology 1, 2, 3
  • The patient's medical history should also include past medical conditions, previous surgeries, hospitalizations, current medications, allergies, and adverse reactions, as recommended by the American Academy of Ophthalmology 1, 2, 3

Family and Social History

  • The American Diabetes Association suggests identifying pertinent familial diseases, especially those with genetic predisposition, as part of a comprehensive medical examination 4, 5
  • A social history should include assessment of occupation, tobacco use, alcohol consumption, illicit drug use, family and living situation, and sexual history, as recommended by the American Academy of Ophthalmology and the American Diabetes Association 1, 2, 4, 5, 6

Physical Examination

  • The American Academy of Ophthalmology recommends a comprehensive review of all body systems to identify symptoms not mentioned in the chief complaint, including vital signs, general appearance, skin examination, head and neck examination, eye examination, and lymph node examination 1, 2, 3, 4, 5, 6
  • A thorough physical examination should also include assessment of the mouth and throat, respiratory system, cardiovascular system, abdominal examination, genitourinary examination, musculoskeletal examination, and neurological examination, as suggested by the American Academy of Ophthalmology, the American Diabetes Association, and the BMJ 1, 2, 3, 4, 5, 6, 7

Special Considerations

  • The American Diabetes Association recommends performing comprehensive foot examination, screening for diabetic retinopathy, and assessing for signs of neuropathy, nephropathy, and cardiovascular complications in diabetic patients 4, 5
  • Elderly patients should be assessed for functional and cognitive performance, frailty, fall risk, and need for assistive devices, as suggested by the American Diabetes Association 5

Laboratory and Diagnostic Testing

  • The American Diabetes Association recommends ordering appropriate laboratory tests based on history, examination findings, and clinical suspicion, and considering age-appropriate screening tests according to current guidelines 4, 5