Case Formulation

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  • Is a process that summarise the key issues about a patient’s condition
  • It is the essential step before fully developing investigative strategy and a management plan
  • Invariably as various tests and treatments are entertained, the clinician realises that more information may still need to be obtained before fully committing to this process
  • Be aware that multiple problems may need to be simultaneously addressed and may also lead to untoward interactions
  • The key questions that need to be answered are demonstrated in the following graphic.


that systematically addresses:

Alongside this should also include the impact of previous clinical encounters

  • Investigations initiated, their reason and their outcomes
  • Prior diagnoses
  • Treatments continued or ceased including rate of response and any complications
  • Previous advice given
  • Patient’s compliance



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