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Chapter 1. Screening/Physical Exam/Health…
31
nicated during the initial appointment, require clear explana­tion on how and when (1) results and (2) next steps will be communicated. This is relevant in the context of wide use of patient portals where patients will likely view both results and lab/radiology interpretation before their clinician does [19, 20].
Best practices when communicating with patients guide clinicians to start with open-ended questions and then narrow the focus with close-ended questions. Similarly, different degrees of screening can be utilized as clinical decision sup­port tools. Starting off with a broad screening process (one with high sensitivity and low specificity, yielding increased false positives) will allow the clinical team to gauge if there is a need to further investigate. A screening tool that can better hone in on a relevant issue (ideally, a process with a high sen­sitivity and a high specificity, yielding decreased false posi­tives) can be used in a secondary manner if necessary. A clinical example of this concept is the process used for screen­ing for substance use. Through the process known as screen­ing, brief intervention, and referral to treatment (SBIRT) for substance use [21, 22], a prescreening is completed. If the patient screens positively with the prescreening tool, a follow­ up screening is conducted which will further identify a patient who is using alcohol beyond the healthy drinking guidelines, potentially increasing the risk for health and psychosocial consequences [23].
It is important to highlight that screening guidelines, pro­tocols, and processes are ever evolving based on clinical research investigating benefits vs. risks and patient feedback. Over the years, certain screenings have triggered controver­sial debates based on review of mortality and morbidity rates related to screening. Certain screenings may yield an increased number of false positives, leading to further invasive investi­gations that can increase the degree of risk to patients. Identifying patients at risk of overmedicalization may be referred to as quaternary prevention [24].
32
J. Conigliaro and S. Kapoor
One example is the prostate-specific antigen (PSA) blood test for detection of prostate cancer. As of 2018, PSA testing has been listed as a grade “C” for men aged 55–69 and grade “D” for those aged 70+ years old [25]. Multiple clinical trials have shown evidence that a substantial percentage of men who have asymptomatic cancer detected by PSA screening have a tumor that either will not progress or will progress so slowly that it would have remained asymptomatic for the man’s lifetime (i.e., “overdiagnosis” or “pseudo-disease”) [26]. Subsequent biopsies for positive PSA testing have led to a multitude of complications (pain, discomfort, bleeding, psy­chological harm from false-positive results, etc.), and certain studies even recommend that if PSA testing is to continue, the threshold triggering biopsy or need for treatment should be increased [27, 28]. The evolution of this discussion and research has deemed that the benefits of PSA testing may not outweigh the harms.
Conversely, there has been a paradigm shift in the thinking and evidence around alcohol use screening, moving from the CAGE to the AUDIT questionnaire [29]. Historically, the CAGE, a tool with high specificity (low false positive rate), was the standard screen used to detect lifetime alcohol abuse and/or dependence [30], yet it failed to optimally identify cur­rent heavy drinking [31]. Based on current research, alcohol screenings which tend to have a higher false positive rate, such as the AUDIT, have been received differently. There is more comfort with the false positives resulting from these screenings versus that of the PSA screening due to the lack of potential downstream harm (i.e., invasive confirmatory tests, psychological distress, etc.). The research in this realm has led to a change in the guidelines recommending the use of evidence- based tools to standardize screening protocols which will more likely detect risky use of substances, not just dependence and substance use disorders.
Clinicians should both understand for themselves and be able to explain to their patients that no screening test is 100% sensi­tive or specific. Screening tools should be used to supplement physical exam and clinical judgement, but not replace them [32].
Chapter 1. Screening/Physical Exam/Health…
33
Physical Exam
While the concept of the comprehensive physical exam in practice remains controversial [33, 34], few could dispute the value it holds as an opportunity to discover vital clues to diagnose [35] and build trust and rapport with a patient [36,
37]. The physical exam is a skillful art form that with time and
experience clinicians can master. This is an iterative process where knowledge, coupled with experience, yields the ability to conduct the appropriate and focused physical exams.
The approach toward a physical exam includes consider­ation of patient particulars (i.e., age, gender, disposition, per­sonal risk factors, family history, etc.) in addition to the historical account of a patient’s overall health and psychoso­cial status, as well as their presenting concerns. Additionally, taking account of the expectations and perceptions of a patient [38, 39] can influence the use of physical examinations in a clinical visit. Placing a stethoscope on a patient’s chest and palpation of one’s abdomen can satisfy the expectations of a patient and lead to improved trust [40–42].
Examinations can be comprehensive “head to toe,” sys­tematically following the review of systems and/or more focused and based on the presenting complaint. The physical exam can be employed for screening, investigation, and/or for confirmation of diagnostic possibilities; however, with the rapidly evolved utilization of telehealth, driven by response to the coronavirus disease-19 (COVID-19) pandemic, the ele­ment of touch was significantly challenged, and at times, removed.
Telehealth has become an essential component of provid­ing care. This medium is especially useful when people are in quarantine or regulations limit in-person interactions and enables patients, in real-time, through contact with a health­care provider, to seek advice and care for their health prob­lems [43].
The use of virtual visits requires physicians to think proac­tively about what information they wish to obtain from the examination that can be performed remotely. While video
34
J. Conigliaro and S. Kapoor
can provide visual clues that one may also obtain on an in­person examination, it is possible to elicit additional valuable clinical information through various patient-assisted maneu­vers [44]. When feasible, obtaining a baseline in-person exam and setting expectations prior to beginning virtual encoun­ters should improve diagnostic accuracy [45].

Vaccinations

The Centers for Disease Control and Prevention (CDC) rec­ommends vaccinations from birth through adulthood to pro­vide a lifetime of immunity [46] and that all adults need immunizations to help them prevent acquiring and transmit­ting serious diseases that could result in poor health, missed work, medical bills, and not being able to care for their family [47]. In contrast to the pediatric and adolescent vaccination recommendations and schedule, adult vaccinations are typi­cally focused toward at-risk populations and those in certain occupations. Despite efforts to raise awareness about how vaccinations help reduce the prevalence of diseases (e.g., COVID-19 [48], influenza, human papillomavirus (HPV) [49], pertussis, pneumococcal disease, etc.), vaccination com­pliance remains low [50, 51].
Similar to the communication strategies utilized when nor­malizing screening, discussion of results, or elements of a physical exam, there needs to be an active effort to discuss vaccinations. Physician and consumer surveys conducted by the National Foundation for Infectious Disease (NFID) high­light communication breakdowns between doctor and patient, leaving many adults unaware of the need for vaccines [47].
In December of 2020, an updated version of the Advisory Committee on Immunization Practices (ACIP) vaccination table was approved (Table1.5) [52, 53]. It is vital for clinicians to be very familiar with this guidance as it details vaccines routinely recommended for adults, contains important foot­notes for each vaccine, and highlights the primary contraindi­cations and precautions for commonly used vaccines [54].
or
or
Chapter 1. Screening/Physical Exam/Health…
35
50–
64years ≥65years
a a a
1 dose annually
a
b b
a
1 dose annually
a
b
a
a b
2 doses
a
d
2 doses
e b b
e
a d
d
)
c
1 dose Tdap each pregnancy; 1 dose Td/Tdap for wound management (see
notes
1 dose Tdap and then Td or Tdap booster every 10years
1 or 2 doses depending on indication (if born in 1957 or later)
a
later)
27
through
45years
a
b b
age at initial vaccination
or condition
(continued)
Vaccine 19–26years 27–49years
Influenza inactivated (IIV) or
Influenza recombinant (RIV4)
Influenza live attenuated
(LAIV4)
Tetanus, diphtheria, pertussis
T . Recommended adult immunization schedule for ages 19years or older, United States, 2021 [52]
(Tdap or Td)
Measles, mumps, rubella
(MMR)
Varicella (VAR) 2 doses (if born in 1980 or
Zoster recombinant (RZV)
Human papillomavirus (HPV) 2 or 3 doses depending on
J. Conigliaro and S. Kapoor
36
e
a
1 dose
50–
64years ≥65years
1 dose
d
c
d
d d
1 dose
Vaccine 19–26years 27–49years
T . (continued)
Pneumococcal conjugate
1 or 2 doses depending on indication
(PCV13)
Pneumococcal polysaccharide
(PPSV23)
Hepatitis A (HepA) 2 or 3 doses depending on vaccinedHepatitis B (HepB) 2 or 3 doses depending on vaccinedMeningococcal A, C, W, Y
1 or 2 doses depending on indication, see notes
for booster recommendations
(MenACWY)
Chapter 1. Screening/Physical Exam/Health…
d
for booster recommendations
c
2 or 3 doses depending on vaccine
and indication, see notes
d d
37
d
e
d
19
through
23years
1 or 3 doses depending on indication
Meningococcal B (MenB)
Haemophilus influenzae type b
(Hib)
No recommendation/Not applicable
Administer recommended vaccines if vaccination history is incomplete or unknown. Do not restart or add doses to
Recommended vaccination for adults who meet age requirement, lack documentation of vaccination, or lack evidence
vaccine series if there are extended intervals between doses. The use of trade names is for identification purposes only
and does not imply endorsement by the ACIP or CDC
a
of past infection
Recommended vaccination for adults with an additional risk factor or another indication
Recommended vaccination based on shared clinical decision-making
See notes by visiting https://www.cdc.gov/vaccines/schedules/hcp/imz/adult- compliant.html
b
c
d
e
38
J. Conigliaro and S. Kapoor
Additionally, to assist physicians and patients with their understanding of which vaccinations are relevant to care, the CDC site has a user-friendly “Vaccine Quiz” available [55].

Health Maintenance

The primary care clinician follows their patient throughout their medical journey, building a partnership to collabora­tively discuss, plan for, and achieve one’s optimal health. The interaction between the clinician and patient serves as a springboard to motivate sustainable decisions the patient will need to maintain.
Telehealth has added value to the continuum of care; how­ever it is not the only major aspect that has changed the para­digm of healthcare due to COVID-19. Traditional “sick visits” have relocated from primary care to urgent care, and the reduction of primary care touchpoints impacts a primary care clinician’s ability to appreciate the complete picture of an individual’s health [56, 57]. To account for this and to bridge the gap, it is important to ask about other healthcare utiliza­tion outside of the primary care practice [56, 57].
Capitalizing on the rapport, trust, and partnership built, clinicians can focus efforts on clearly and transparently dis­cussing the patient’s health and goals for care. Using evidence­based guidelines like the USPSTF gives the clinician the power and the knowledge to help guide the conversation as well as the overall care of the patient throughout the contin­uum, striving for optimal health in the physical as well as psychosocial domains.
Clinical Pearls
• Some screening tests and examinations can be sensitive in
nature and embarrassing to the patient.
• Effective communication and normalization can help
reduce avoidance on the patients’ and clinicians’ part.
• Evidence-based guidelines assist the clinician to focus
encounters and help guide interventions.
Chapter 1. Screening/Physical Exam/Health…
39
Don’t Miss This!
• Excellent evidence exists to help guide clinical care—use
it to identify important clinical concerns as well as to avoid
testing that may lead to unnecessary cost and risk to the
patient with little known benefit.
• Become familiar with tools used to screen for behavioral
health issues and substance use. Comfortable use by the
provider will help build trust and partnership and will
encourage the patient to respond openly.
• Learning how to focus the physical exam based on the
patient’s demographics, history, and their presenting con-
cerns is critical to effective encounters in the clinical
setting.
• When using telehealth, it is possible to elicit additional
valuable clinical information through various patient-
assisted maneuvers.

References

1. Office of Disease Prevention and Health Promotion. Social determinants of health. Healthy People 2030. 2020. https://health.
gov/healthypeople/objectives- and- data/social- determinants­health. Accessed 12 Nov 2021.
2. World Health Organization. Social determinants of health.
https://www.who.int/health- topics/social- determinants- of­health#tab=tab_1. Accessed 2 Jan 2022.
3. Andermann A. Taking action on the social determinants of health in clinical practice: a framework for health profession­als. CMAJ. 2016;188(17–18):E474–83. https://doi.org/10.1503/
CMAJ.160177/- /DC1.
4. Centers for Disease Control and Prevention. Prevention. Picture of America. 2017. https://www.cdc.gov/pictureofamerica/pdfs/pic-
ture_of_america_prevention.pdf. Accessed 2 Jan 2022.
5. Stockings E, Hall WD, Lynskey M, et al. Prevention, early intervention, harm reduction, and treatment of substance use in young people. Lancet Psychiatry. 2016;3(3):280–96. https://doi.
org/10.1016/S2215- 0366(16)00002- X.
6. Tatarsky A. Harm reduction psychotherapy: extend­ing the reach of traditional substance use treatment. J Subst
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Abuse Treat. 2003;25(4):249–56. https://doi.org/10.1016/
S0740- 5472(03)00085- 0.
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https://doi.org/10.1186/S12954- 017- 0196- 4/TABLES/2.
8. U.S.Preventive Services Taskforce. About the USPSTF. https://
www.uspreventiveservicestaskforce.org/uspstf/about- uspstf.
Accessed 2 Jan 2022.
9. U.S. Preventive Services Taskforce. A and B recommenda­tions. 2021. https://www.uspreventiveservicestaskforce.org/usp-
stf/recommendation- topics/uspstf- and- b- recommendations.
Accessed 2 Jan 2022.
10. U.S. Preventive Services Taskforce. Grade definitions. 2018.
https://www.uspreventiveservicestaskforce.org/uspstf/about­uspstf/methods- and- processes/grade- definitions. Accessed 2 Jan
2022.
11. U.S. Preventive Services Task Force. Screening for depression in adults: U.S. preventive services task force recommenda­tion statement. Ann Intern Med. 2009;151(11):784. https://doi.
org/10.7326/0003- 4819- 151- 11- 200912010- 00006.
12. Whitlock EP, Polen MR, Green CA, Orleans T, Klein J.Behavioral counseling interventions in primary care to reduce risky/harmful alcohol use by adults: a summary of the evidence for the U.S. preventive services task force. Ann Intern Med. 2004;140(7):557–
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SUPPL_FILE/WHITLOCK_AT3_140- 7- 557- DC1- 2.PDF.
13. O’Connor E, Rossom RC, Henninger M, et al. Screening for depression in adults. Rockville: Agency for Healthcare Research and Quality (US); 2016. https://www.ncbi.nlm.nih.gov/books/
NBK349027/. Accessed 2 Jan 2022.
14. DeSantis B, Jackson MJ, Duncan BL, Reese RJ.Casting a wider net in behavioral health screening in primary care: a preliminary study of the outcome rating scale. Prim Health Care Res Dev. 2017;18(2):188–93. https://doi.org/10.1017/S1463423616000311.
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