How to Properly Document a Breast Exam

The documentation of a clinical breast examination is a procedural record with significant medical, legal, and communicative value. This detailed report ensures continuity of care by providing a precise baseline for comparison in future examinations, essential for monitoring subtle changes over time. Accurate documentation allows subsequent healthcare providers to understand the patient’s history and physical findings without needing to repeat the initial assessment. The record establishes a clear timeline of the patient’s health status, offering legal protection for both the patient and the clinician.

Essential Pre-Examination Details

Before any physical findings are recorded, the documentation must establish the foundational context of the encounter. This administrative section begins with complete patient identification, including the full name and date of birth, alongside the precise date and time the examination was performed. The identity and credentials of the clinician who performed the exam must be clearly noted to ensure accountability.

The patient’s chief complaint or the specific reason for the visit must be recorded, distinguishing between a routine screening and a problem-focused examination. Relevant medical history provides the necessary background for interpreting findings. This history should include previous breast surgeries, current hormonal or other medications, menstrual status, and a detailed family history of breast or ovarian cancer. Documenting the results of previous imaging studies (mammograms or ultrasounds) and any prior biopsy results is also standard practice.

Standardizing Physical Examination Findings

Documenting the physical examination requires a standardized, objective approach to ensure that the findings are universally understood. The record should specify the techniques used, typically involving inspection, palpation of the breast tissue, and assessment of the regional lymph nodes. Notation must also be made of the patient’s position during the exam, such as sitting for inspection and supine with the arm raised for palpation.

A system for spatial location is used to precisely map any findings within the breast tissue. The most common organizational structure is the clock face method, where the nipple is the center, and any finding is located by its “hour” position. This is refined by measuring the radial distance in centimeters from the nipple or areola to the finding’s center (e.g., “2 o’clock, 3 cm from the areola”).

The documentation should also include a description of normal findings to confirm a thorough examination was conducted. This involves noting that the breasts are symmetrical, the skin is intact, and no masses are palpable in the breast tissue or the axilla and supraclavicular areas. The consistency of the normal breast tissue, such as “soft” or “finely nodular,” should be recorded, as breast tissue naturally varies.

Describing Abnormalities and Pathology

When an abnormality is discovered, documentation must transition to a highly descriptive format, using precise terminology. A palpable mass requires the most detailed description, beginning with its exact location using the clock face and distance from the nipple. The size of the mass should be measured and recorded in three dimensions—length, width, and depth—whenever possible, typically in centimeters.

The mass’s physical characteristics must be documented, including its consistency (e.g., soft, firm, rubbery, or rock-hard) and surface texture (smooth or irregular). Mobility is a descriptive parameter, noting whether the mass is freely movable or fixed to the underlying chest wall or overlying skin. An assessment of tenderness should also be included, noting if the mass is painful to the touch.

Beyond masses, any changes to the skin must be documented with specific visual details. This includes noting skin retraction or dimpling, which suggests underlying tissue tethering, or any signs of redness (erythema) or ulceration. Peau d’orange, a specific finding, describes skin that appears pitted, like an orange peel, due to underlying edema.

The assessment of the nipple-areola complex requires equal specificity. The documentation must note any inversion (new or long-standing), crusting, or scaly changes that might suggest conditions like Paget disease. If discharge is present, the record must specify its color (e.g., clear, milky, bloody), consistency, and whether it is spontaneous or only expressible upon manipulation, and unilateral or bilateral.

Documentation of Recommendations and Follow-Up Care

The final section of the documentation details the patient’s plan, ensuring a clear path for future action and continuity of care. This starts with a summary of the patient education provided, which can include instruction on performing monthly breast self-examinations. The record should explicitly state any specific recommendations given, such as lifestyle modifications or the need for a follow-up appointment.

A precise plan for diagnostic procedures must be recorded, including orders for imaging studies like screening or diagnostic mammography, ultrasound, or MRI. If the findings warrant a higher level of care, the documentation must include the decision for a referral to a specialist, such as a surgeon or oncologist. It is best practice to note that the patient was informed of the findings and understood and accepted the proposed plan for follow-up and management.