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How to present a clinical case example

Here’s a practical, actionable framework for presenting a clinical case effectively, whether you’re on rounds, at a case conference, or preparing a publication.


Phase 1: Pre-Presentation Prep (Do This First)

Define Your "Punchline"

  • Ask: What is the single learning point? (e.g., "Don’t miss this rare drug interaction" or "This shows why we screen for X in Y population")
  • Write this down. Every fact you include must support this narrative.

Know Your Audience & Time

  • Bedside rounds: 2–3 minutes max, focused on active problems
  • Noon conference: 5–8 minutes for the case + 5 minutes for discussion
  • Grand rounds/Publication: 10–15 minutes with deep dive into literature

Gather Your Data

  • Create a one-page cheat sheet with: key vitals trends, pertinent positives/negatives from history, and only the relevant lab values (not a data dump)

Phase 2: The Presentation Structure

Use the "CPS" framework for formal presentations, or SOAP for daily rounds:

Standard Formal Presentation (5–8 minutes)

1. The Hook (30 seconds)

  • "This is a 58-year-old male smoker who presented with chest pain and was found to have [unexpected finding]."
  • Why this matters: Gives the diagnosis up front (unless it’s a "unknown case" mystery format)

2. Chief Complaint & History of Present Illness (2 min)

  • CC: One sentence ("Chest pain x 3 days")
  • HPI: Chronological narrative using OLDCARTS (Onset, Location, Duration, Character, Aggravating/Alleviating, Radiation, Timing, Severity) + relevant negatives
  • Pro tip: Pause after the HPI and ask the audience, "What’s on your differential?" (if interactive)

3. Past Medical/Surgical/Social History (30 sec)

  • Only include items relevant to the case
  • Red flag: Don’t list every medication—only those related to the presentation

4. Physical Exam (1 min)

  • Start with vitals + general appearance
  • Focus on pertinent findings: "Cardiac exam revealed a new harsh systolic murmur at the right upper sternal border, radiating to the carotids"
  • Include relevant negatives that rule out competing diagnoses

5. Diagnostic Workup (1.5 min)

  • Present data chronologically (what was ordered first vs. later)
  • Use the "/compare/contrast" technique: "While the ECG showed ST elevations, the troponins were only mildly elevated, which is atypical for..."

6. Hospital Course/Assessment (1 min)

  • Brief summary: "The patient was taken for emergent cath, which revealed..."
  • If presented in real-time: Current status and active issues

7. The Teaching Point (1–2 min)

  • Connect back to your punchline
  • Include 1–2 literature references or guideline citations
  • End with ** clinical pearls:** "The key takeaway is..."

Phase 3: Visual Aid Strategy

If Using Slides:

  • Slide 1: Title + patient sticker (age/sex) + one striking image (ECG, rash, imaging)
  • Slide 2: Timeline graphic (critical for complex cases)
  • Data slides: Tables > paragraphs. Highlight abnormal values in red
  • Imaging: One image per slide with arrows pointing to findings
  • Final slide: "Take-Home Points" (3 bullets max)

If No Slides (Bedside):

  • Hold the chart/iPad but make eye contact
  • Use the "handoff" technique: "The three things to know about Mr. Smith are..."

Phase 4: Delivery Techniques

The "Pause and Pivot"

  • After presenting confusing/conflicting data, pause: "This created a diagnostic dilemma because..."
  • This signals to your audience that something important is coming

Manage Interruptions Gracefully

  • If interrupted with a question: Answer briefly, then say, "I’ll address that specifically in two minutes when I get to the workup"

Control Your Speed

  • Nervous habit: Speaking faster during the HPI
  • Fix: Consciously slow down when stating the chief complaint and final diagnosis

Context-Specific Modifications

SettingKey DifferenceStructure Tip
Morning RoundsFocus on actionable itemsUse SOAP: Subjective overnight events → Objective vitals/exam → Assessment of each active problem → Plan for the day
M&M ConferenceFocus on errors/systemsStart with outcome → Backtrack to decision points → Include "Alternative actions considered"
Unknown CaseDiagnostic mysteryWithhold diagnosis until the end; reveal data sequentially like a detective story
Publication/PosterComplete literature reviewFollow CARE guidelines (Consensus-based Clinical Case Reporting Guideline)

Common Pitfalls to Avoid

  1. The "Shotgun" History → Include only facts that change your differential
  2. Jargon without translation → If you say "patient has scleral icterus," follow with "suggesting hyperbilirubinemia"
  3. Reading the slide → Slides are visual anchors; you tell the story
  4. No closure → Always end with disposition (where is the patient now?) and follow-up plan

Quick Start Checklist

  • Write your "punchline" on a sticky note
  • Create a one-page timeline of events
  • Practice the HPI out loud once (this is where most people stumble)
  • Prepare your answer to: "What would you do next?" and "What’s the evidence?"

To tailor this further: Are you presenting for daily inpatient rounds, a formal case conference, or preparing this for publication/poster? Also, what’s your role (medical student, resident, attending)? I can give you specific scripts or templates for your exact scenario.