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PRIMER Patient case report

PRIMER

How to write a patient case report


HENRY COHEN

P
ublished patient case reports
provide essential sources of Purpose. Guidelines for writing patient enough detail for the reader to establish
information for the optimum case reports, with a focus on medication- his or her own conclusions about the case’s
related reports, are provided. validity. The discussion section is the most
care of patients because case reports
Summary. The format of a patient case important section of the case report. It
can describe important scientific ob- report encompasses the following five ought to evaluate the patient case for accu-
servations that are missed or are un- sections: an abstract, an introduction and racy, validity, and uniqueness; compare and
detectable in clinical trials, provide objective that contain a literature review, a contrast the case report with the published
insightful information that expands description of the case report, a discussion literature; derive new knowledge; summa-
our knowledge and spawns new re- that includes a detailed explanation of the rize the essential features of the report; and
search, and provide information that literature review, a summary of the case, draw recommendations. The conclusion
and a conclusion. The abstract of a patient section should be brief and provide a con-
strays from the classical textbook case
case report should succinctly include the clusion with evidence-based recommenda-
and leads to better and safer patient four sections of the main text of the report. tions and applicability to practice.
care. Indeed, a case report of Kaposi’s The introduction section should provide Conclusion. Patient case reports are valu-
sarcoma in a young homosexual the subject, purpose, and merit of the case able resources of new and unusual infor-
man is the seminal observation to report. It must explain why the case report mation that may lead to vital research.
the development of acquired im- is novel or merits review, and it should
mune deficiency syndrome.1 Seminal include a comprehensive literature review Index terms: Drugs, adverse reactions;
that corroborates the author’s claims. The Guidelines; Reports; Writing
patient case reports linked the Food
case presentation section should describe Am J Health-Syst Pharm. 2006; 63:1888-
and Drug Administration-approved the case in chronological order and in 92
indication for the anorexic agents,
fenfluramine and dexfenfluramine,
with primary pulmonary hyperten-
sion and subsequently spawned tri- will provide guidelines for writing the case, and a conclusion.6,7 Supple-
als that evaluated the mechanism, patient case reports, with a focus on mentary parts such as tables, figures,
incidence, and risk factors of this medication-related reports. graphs, and illustrations provide es-
adverse effect, culminating in their sential data and will enhance the arti-
withdrawal from the market.2-5 Format of the patient case report cle’s flow and clarity. Generally, most
Many biomedical journals publish Case reports should encompass of the data contained in supplemen-
case reports and provide authors with the following five sections: an ab- tary parts should not be duplicated
guidelines that provide instruction stract, an introduction and objective in the text.6,7 Patient case reports can
for acceptance criteria, content, and with a literature review, a description describe a single case report or a se-
format. The types of relevant patient of the case report, a discussion that ries of case reports. Case reports are
case reports that merit publication includes a detailed explanation of generally 1500–2500 words in length
are listed in Appendix A. This article the literature review, a summary of with 20–30 references. The title of the

HENRY COHEN, M.S., PHARM.D., FCCM, BCPP, CGP, is Associate macy, Kingsbrook Jewish Medical Center, 585 Schenectady Avenue,
Professor of Pharmacy Practice, Arnold & Marie Schwartz College of Brooklyn, NY 11203 (hcohenliu@aol.com).
Pharmacy & Health Sciences, Long Island University, Brooklyn, NY;
and Director of Pharmacotherapy Education, Research, and Residen- Copyright © 2006, American Society of Health-System Pharma-
cy Programs, Departments of Pharmacy and Medicine, Kingsbrook cists, Inc. All rights reserved. 1079-2082/06/1001-1888$06.00.
Jewish Medical Center, Brooklyn. DOI 10.2146/ajhp060182
Address correspondence to Dr. Cohen at the Department of Phar-

1888 Am J Health-Syst Pharm—Vol 63 Oct 1, 2006


PRIMER Patient case report

case report should be descriptive, ac- The literature search should provide routine laboratory results, typical
curate, and succinct. enough detail for the reader to easily consultation with other disciplines,
Abstract. Case reports should in- reproduce the search. Databases that step-down transfers to wards, and
clude an abstract of 100–250 words. are commonly searched because of other irrelevant patient information
The availability of an abstract will their comprehensiveness of biomedi- must be avoided. The author should
allow for easier retrieval from elec- cal content include MEDLINE and establish a causal and temporal re-
tronic databases and help research- EMBASE. However, it is important lationship and indicate the effect of
ers discern their levels of interest that the breadth of the search uses treatment, any unanticipated effects,
in the case report. The abstract databases that contain information the patient’s final outcome, any fur-
should include the same four sec- that may not be found in MEDLINE ther proposed treatments, and the
tions as the main text in a succinct or EMBASE. For example, a case patient’s present status at the time
form—introduction and objective, report of an adverse drug event or of the report.
case presentation, discussion, and medication error should include a re- Patient’s demographics and history.
conclusion—but the format may view of an adverse reaction database Patient demographics such as age,
vary depending on a journal’s style if such as Clin-Alert or databases that height, weight, sex, race, and occupa-
submitted for publication. review pharmacy publications such tion must be included. Although the
Introduction. The introduction as International Pharmaceutical Ab- race or occupation of the patient may
section should be concise and salient stracts and Iowa Drug Information appear as superfluous, this type of in-
and immediately attract the atten- Service. A case report describing the formation may uncover pharmacoge-
tion and interest of the reader. The collaboration of a pharmacist and a nomic or environmental influences.
introduction should provide the sub- nurse that improves a patient’s care In order to limit the possibility of
ject, purpose, and merit of the case should include a search in the nurs- identifying the patient, the patient’s
report. It should present background ing database such as the Cumulative initials, date of birth, and other
information that provides clarity to Index to Nursing and Allied Health identifiers must not be used. Precise
the subject of discussion. This should Literature. Furthermore, to maximize dates, including the month, day, and
be followed by an explanation of why the literature search findings, authors year of admission or other important
the case report is novel or merits should meticulously search the refer- events, should be avoided—they can
review. A focused comprehensive lit- ence lists of review articles and meta- aid in identifying the patient and de-
erature review that corroborates the analyses. Finally, clinicians ought to tract the reader from the case report
author’s claims should accompany be cognizant that early reports may by calculating elapsed time. In a brief
the introduction. If few citations are not be detected in a literature search summary and in a narrative form,
found, they should all be cited chron- because of changes in concepts, no- the patient’s chief complaint, present
ologically; however, if many citations menclature, and terminology since illness, medical history, family and
are found, the seminal, historical, their publication date. social history, and use of recreational
and most pertinent references should Case presentation. The descrip- drugs should be listed. Headings
be cited. The significant details from tion of the patient case is one of the for each part of the patient’s history
the literature review and how those most integral sections of the case should not be used. The type of phys-
details compare and contrast to the report. It should describe the case in ical examination performed should
current case should be explained in chronological order and in enough be described, and any abnormalities
the discussion, not in the introduc- detail for the reader to establish his should be reported.
tion. A brief one- or two-sentence or her own conclusions about the Patient’s laboratory and diagnostic
description of the patient case should case’s validity. A case report that data. The patient’s laboratory values
be provided and is an excellent segue contains detailed and relevant pa- and diagnostic data that support the
for the case presentation section. The tient information allows the reader case report and rule out a differential
introduction should not be more with a different clinical expertise to diagnosis should be reported. Perti-
than three paragraphs and does not uncover idiosyncracies that are not nent positive or negative laboratory
need to be labeled with a heading detected or described by the author results must be provided. When the
(i.e., Introduction). and stimulates further inquiry and reference range of a laboratory value
A literature review should list commentary. The case presentation is not widely known or established,
the strategy and extent of the search should only include information it should be provided in parentheses.
and should include the database that pertains to the case and refrain Diagnostic procedures, the timeline
searched, the dates that the data- from providing confusing and su- in which they were administered, and
base was searched, the languages perfluous data. Daily patient prog- a brief report of the results should
covered, and the search terms used. ress including normal vital signs, be included. A verbatim description

Am J Health-Syst Pharm—Vol 63 Oct 1, 2006 1889


PRIMER Patient case report

of a pathologist’s report must not be malized Ratio, serum albumin, and Discussion. The discussion sec-
used; instead, a salient report of the albumin:globulin ratio and hepatic tion is the most important section
results should be included. Pictures enzyme tests such as aspartate and of the case report. The discussion
of histopathology, roentgenograms, alanine aminotransferases should be should evaluate the patient case for
electrocardiographs, and other di- provided. accuracy, validity, and uniqueness;
agnostic tests; skin manifestations; A comprehensive medication his- compare and contrast the case re-
wounds; and other anatomical parts tory should also include the patient’s port with the published literature;
may be provided and add to the in- allergy status. The allergy history and derive new knowledge and ap-
terest of the report. Any identifying should include the date of the reac- plicability to practice. The author
features of a patient’s photograph tion, the name of the drug, and the must confirm that the case report is
should be blocked out. Institutional type of allergic manifestation. The valid by ensuring the accuracy of the
policies and patient permission for name of the drug should be listed as data presented and by establishing
obtaining and using photographs either the generic or brand name, and a temporal and causal relationship.
must be followed. combination products should be list- For drug-induced adverse effects, a
Patient’s medication history. The ed as such. Allergies to combination validated nomogram to establish the
patient’s medication history should products such as Unasyn and Zosyn probability of causality such as the
include the medication’s name, can be mislabeled as a penicillin al- Naranjo nomogram must be used.8
strength, dosage form, route, and lergy rather than a sulfone allergy The author should comprehensively
dates of administration. The brand or vice versa. Similarly, an allergy to list the limitations of the case and
or generic name of the drug and the Septra or Bactrim can be mislabeled should describe the significance of
name of the manufacturer may be as an allergy to sulfonamide rather each limitation.
relevant to the case and should be than to trimethoprim or vice versa. The author should briefly summa-
listed. Brand and generic drugs may Some nonallergic adverse drug reac- rize the published literature derived
have different bioavailability fac- tions such as drug-induced seizures from the literature review and may
tors or may contain different fillers, may not be included in the allergy his- provide a detailed summary of a few
preservatives, additives, or dyes—all tory; nevertheless, the author should citations. A table listing the pertinent
of which may be pertinent to cases investigate and report such data. facts of the cases detected from the
regarding the drugs’ pharmacokinet- When available, drug serum levels literature review is a simple method
ics, efficacy, and adverse effects. Since ought to be listed along with the time for providing extensive, detailed data
a medication history may often omit they were drawn and their relation- in an interpretable form. The author
herbals, vaccines, depot injections, ship to the dosage of the medication should compare and contrast the
and nonprescription medications, administered (e.g., trough, peak). nuances of the case report with the
the author should specify the history Drug serum levels should delineate published literature and should ex-
of each of these medication types. between total and free levels (e.g., plain and justify the differences and
The dates a medication was discon- phenytoin, valproic acid). Since similarities. The discussion section
tinued should be identified, since there may be intralaboratory varia- of a case report is in no way designed
medications may have lasting effects tions in drug serum reference ranges, to provide comprehensive details of
for months after discontinuation. the reference range should always each citation of an all-inclusive and
The author should verify and inform be provided in parentheses. When extensive literature review—this
the reader of the patient’s history of pertinent to the case, the method of should be saved for review articles.
medication adherence. drug serum level assay should also be All the references cited should be
In order to evaluate the appropri- included. critically evaluated. Transferring an
ateness of a medication’s dosage regi- Patient’s diet. The patient’s diet unread reference cited in another
men, laboratory values that describe history ought to be included in the article is unethical and will place the
renal and hepatic organ functions case report. Food can interact with author of the case report at risk of er-
should be provided. Renal function medications, yielding lower or higher ror and embarrassment.
values should include serum cre- serum drug levels or increasing or The author should next summa-
atinine, blood urea nitrogen, and the decreasing the drug’s pharmacologic rize the essential features of the case
total fluid volume intake and excre- effect. The patient’s diet can have report, justify why this case is unique,
tion when a urinary catheter is in consequential effects on a disease and draw recommendations and
place. Calculation methods used to state. Dietary causes of adverse conclusions.
estimate the patient’s renal function events, such as allergic reactions, Conclusion. Based on the evi-
should be identified. Liver function should be ruled out before suspect- dence reviewed in the discussion sec-
tests such as the International Nor- ing a drug allergy. tion, the author must provide a justi-

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PRIMER Patient case report

fied conclusion. The author must be Conclusion • Describe rare or novel drug–drug, drug–food,
or drug–nutrient interactions;
careful not to make firm judgments Patient case reports are valuable re- • Report unlabeled or unapproved uses of a
and sweeping recommendations sources of new and unusual informa- medication;
based on speculation, on limited tion that may lead to vital research. • Explore the use of pharmacogenomics to
and tenuous information, or on a manage diseases;
• Use life-saving techniques not previously
few case reports. However, justifiable References
documented;
evidence-based recommendations 1. Gottleib GJ, Rogoz A, Vogel JV et al. A pre- • Use pharmacoeconomic principles that im-
liminary communication on extensively
should be stated. The author may disseminated Kaposi’s sarcoma in a young
prove patient care;
suggest that clinicians be cognizant • Uncover barriers to patient adherence;
homosexual man. Am J Dermatopathol.
• Discover an interaction between a drug and a
of the insight learned from the case 1981; 3:111-4.
2. Douglas J, Munro J, Kitchin A et al. Pul- laboratory test that yields a false-positive or
or suggest heightened vigilance, monary hypertension and fenfluramine. false-negative result;
prudent management, avoidance, Br Med J. 1981; 283:881-3. • Describe the effect of drugs in pregnancy and
further study before taking action, or 3. Atanasson P, Weiss B, Schmid E et al. lactation;
Pulmonary hypertension and dexfenflura- • Detect novel pharmacokinetic or pharmaco-
new ideas for investigation. How the mine. Lancet. 1992; 339:436. Letter. dynamic principles; and
information discovered from the case 4. Weir EK, Reeve HL, Huang JM et al. • Use technology to improve patient outcomes.
report will apply to the author’s prac- Anorexic agents aminorex, fenfluramine,
and dexfenfluramine inhibit potassium Appendix B—Guidelines for writing
tice should be described. This section
current in rat pulmonary vascular smooth patient case report manuscripts
should be concise and not exceed muscle and cause pulmonary vasocon- (The following checklist is comprehensive;
one paragraph. Guidelines for writ- striction. Circulation. 1996; 94:2216-20. some items may not apply to all types of case
ing patient case reports in a checklist 5. Abenhaim L, Moride Y, Brenot F et al. reports.)
Appetite-suppressant drugs and the risk of
format (Appendix B) can facilitate primary pulmonary hypertension. N Engl I. Abstract
and enhance the manuscript writing J Med. 1996; 335:609-16.
 Introduction and objective.
process. 6. DeBakey L, DeBakey S. The case report. I.
 Case report.
Guidelines for preparation. Int J Cardiol.
1983; 4:357-64.  Discussion.
Summary 7. McCarthy LH, Reilly KE. How to write a  Conclusion.
Patient case reports are valuable case report. Fam Med. 2000; 329:190-5.
8. Naranjo CA, Busto U, Sellers EM et al. A II. Introduction
resources of new and unusual infor- method for estimating the probability of  Describe the subject matter.
mation that may lead to vital research adverse drug reactions. Clin Pharmacol  State the purpose of the case report.
Ther. 1981; 30:239-45.  Provide background information.
and advances in clinical practice that
 Provide pertinent definitions.
improve patient outcomes. Case re-  Describe the strategy of the literature review
Appendix A—Criteria for publishable
ports should contain an abstract and and provide search terms.
case reports  Justify the merit of the case report by using
four sections—an introduction, case
Publishable patient case reports include the literature review.
presentation, discussion, and conclu- cases that:  Introduce the patient case to the reader.
sion. The introduction provides the  Make the introduction brief and less than
subject, purpose, and merit of the • Advance medical science and spawn research; three paragraphs.
case report and the strategy used for • Describe rare, perplexing, or novel diagnostic
features of a disease state; III. Patient case presentation
the literature review. The patient case • Report therapeutic challenges, controversies,  Describe the case in a narrative form.
presentation should be descriptive, or dilemmas;  Provide patient demographics (age, sex,
organized chronologically, accurate, • Describe a new surgical procedure; height, weight, race, occupation).
• Report how a drug can enhance a surgical  Avoid patient identifiers (date of birth, ini-
salient, and presented in a narrative
procedure; tials).
form. The discussion should com- • Teach humanistic lessons to the health care  Describe the patient’s complaint.
pare and contrast the case report’s professional;  List the patient’s present illness.
findings with the literature review, • Review a unique job description of a health  List the patient’s medical history.
care professional that improves patient care;  List the patient’s family history.
establish a causal and temporal rela- • Report new medical errors or medication  List the patient’s social history.
tionship, and validate the case with errors;  List the patient’s medication history before
a probability scale. The literature re- • Discover a device malfunction that results in admission and throughout the case report.
view should be extensive and should patient harm;  Ensure that the medication history includes
• Describe adverse effects and patient toxicity herbals, vaccines, depot injections, and non-
support the justification of the case of a radiopaque agent; prescription medications, and state that the
report. The discussion section should • Describe life-threatening adverse events; patient was asked for this history.
end with a brief summary of the case • Describe dangerous and predictable adverse  List each drug’s name, strength, dosage form,
with rational recommendations and effects that are poorly appreciated and rarely route, and dates of administration.
recognized;  Verify the patient’s medication adherence.
conclusions. The conclusion section • Describe rare or novel adverse drug reactions;  Provide renal and hepatic organ function
must provide a brief conclusion with • Describe a therapeutic failure or a lack of data in order to determine the appropriate-
evidence-based recommendations. therapeutic efficacy; ness of medication dosing regimens.

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PRIMER Patient case report

 List the patient’s drug allergy status, including the name of the drug
(brand or generic) and the date and type of reaction.
 List the patient’s adverse drug reaction history and the dates of the
reaction.
 Provide pertinent serum drug levels and include the time of each level
taken and its relationship to a dose.
 Provide the patient’s dietary history.
 Provide pertinent findings on physical examination.
 Provide pertinent laboratory values that support the case.
 Provide the reference range for laboratory values that are not
widely known or established.
 List the completed diagnostic procedures that are pertinent and sup-
port the case.
 Paraphrase the salient results of the diagnostic procedures.
 Provide photographs of histopathology, roentgenograms, electrocar-
diograms, skin manifestations, or anatomy as they relate to the case.
 Obtain permission from the patient to use the patient’s photographs,
or follow institutional guidelines.
 Provide the patient’s events in chronological order.
 Ensure a temporal relationship.
 Ensure a causal relationship.
 Ensure that the patient case presentation provides enough detail for
the reader to establish the case’s validity.

IV. Discussion
 Compare and contrast the nuances of the case report with the litera-
ture review.
 Explain or justify the similarities and differences between the case
report and the literature.
 List the limitations of the case report and describe their relevance.
 Confirm the accuracy of the descriptive patient case report.
 Establish a temporal relationship.
 Establish a causal relationship.
 Report the validity of the case report by applying a probability scale
such as the Naranjo nomogram.
 Summarize the salient features of the case report.
 Justify the uniqueness of the case.
 Draw recommendations and conclusions.

V. Conclusion
 Provide a justified conclusion.
 Provide evidence-based recommendations.
 Describe how the information learned applies to one’s own practice.
 List opportunities for research.
 Ensure that this section is brief and does not exceed one paragraph.

1892 Am J Health-Syst Pharm—Vol 63 Oct 1, 2006

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