Summarising Competency

From Description to Clinical Abstraction

Details → Pattern → Differential Name the Pattern — Not the Diagnosis Listing Is Not Thinking
Reminder

Don't repeat everything —
learn to summarise common clinical patterns correctly.

The gap Students can list findings fluently. Very few can distil those findings into a clinical pattern. The gap between listing and summarising is the gap between data collection and clinical thinking.
The principle Description is detailed. Summary is conceptual. Converting concrete details into a clinical pattern is the cognitive step that makes differential diagnosis possible.
The test If you cannot express the core clinical problem in one or two precise sentences — you have not yet understood the case.
Description — observation

Detailed

"Her right knee joint is swollen and painful. The joint is warm to touch and there is redness over it. She is limping and refuses to weight-bear."

Clinical
abstraction
Summary — thinking

Conceptual

"Unilateral monoarthritis involving a weight-bearing large joint."

The summary transforms a cluster of observations into a diagnostic category — opening the door to a focused differential.

Examples

Raw data → Summary → Diagnostic direction — four patterns

01 Infectious Disease · Paediatrics

Acute Febrile Illness with GI Warning Features

Raw data ✘
  • Fever for 5 days
  • Persistent vomiting
  • Abdominal pain
  • Poor oral intake
  • Lethargy
Clinical summary ✔

"Acute febrile illness with gastrointestinal involvement and warning features."

Diagnostic direction

The phrase "warning features" immediately signals the need to consider dengue, enteric fever, or severe gastroenteritis with systemic involvement. The pattern drives investigation priority — not the individual findings.

02 Haematology · Paediatrics

Symptomatic Anaemia

Raw data ✘
  • Pallor
  • Fatigue and lethargy
  • Low haemoglobin on FBC
  • Reduced activity tolerance
Clinical summary ✔

"Symptomatic anaemia."

Diagnostic direction

"Symptomatic" is critical — it tells the clinician this is not an incidental finding. It demands a cause. The next step is the RAW-FACTORY-LOSS framework from Note 1 — applied to a precisely named clinical pattern.

03 Haematology · Emergency

Thrombocytopenic Bleeding

Raw data ✘
  • Petechiae over limbs
  • Mucosal bleeding (gums)
  • Low platelet count on FBC
  • No fever, no organomegaly
Clinical summary ✔

"Thrombocytopenic mucocutaneous bleeding manifestation."

Diagnostic direction

The summary points immediately to platelet disorders — ITP, dengue, leukaemia, aplastic anaemia. The negative features (no fever, no organomegaly) are already embedded in the clinician's thinking when forming the pattern, and narrow the differential further.

Levels of Thinking

Four levels — where are you, and where do you need to be?

1
Level 1

Listing Findings

Reciting observations in the order they were gathered. No grouping, no interpretation, no direction. This is data collection — necessary, but not yet clinical thinking.

"Pallor. Fatigue. Low haemoglobin. Petechiae. Mucosal bleeding. Low platelets. Abdominal distension."
2
Level 2

Grouping Findings

Recognising that findings belong together — that pallor, fatigue, and low Hb form a cluster, and that petechiae, mucosal bleeding, and low platelets form another. Grouping is the first act of pattern recognition.

"There is an anaemia picture and a bleeding picture — and they are occurring together."
3
Level 3

Naming the Pattern

Attaching a clinical label to the grouped findings. This is summarising competency. The name should describe the clinical state, not assume the diagnosis.

"Pancytopenia with anaemia and thrombocytopenic bleeding manifestation."
Target level for this note
4
Level 4

Linking Pattern to Differential

Using the named pattern to generate a focused, ranked differential diagnosis. The pattern determines which diagnoses are plausible — and which are not. This is where Differential Diagnosis begins.

"Pancytopenia in a child — most likely leukaemia. Also consider aplastic anaemia, severe infection, and infiltrative marrow disease."
Structure

What a good summary contains — each element with its purpose

A structured reference

Seven elements of a good clinical summary

1

Age

Always include

Age immediately activates disease probability. The same pattern means different things at different ages. Nephrotic syndrome in a 3-year-old is almost certainly minimal change disease. In a 40-year-old, the differential is entirely different.

"A 5-year-old boy…"
2

Duration

Always include

Acute vs. subacute vs. chronic changes the differential substantially. Duration is a diagnostic feature, not just background information.

"…with a 5-day history…"
3

System Involved

Always include

Which organ system is primarily affected? This anchors the differential to the correct domain of medicine. Multi-system involvement changes the picture significantly.

"…haematological and hepatic involvement…"
4

Pattern

The core

The named clinical pattern — the conceptual label that replaces the list of findings. This is the heart of the summary and the hardest part to construct.

"…presenting with acute monoarthritis of a large weight-bearing joint…"
5

Severity

When relevant

As established in Severity Assessment, it is part of the clinical picture, not an afterthought. A summary without severity descriptor does not communicate urgency. Include it when it changes the management decision.

"…with haemodynamic compromise…" / "…currently stable…"
6

Key Positive Features

Selectively

One or two findings that are diagnostically decisive — not a repetition of all positives. Only include what actively shapes the differential.

"…with associated fever and morning stiffness…"
7

Key Negative Features

When important

Deliberately stated absences that narrow the differential. Only include negatives that actively exclude a significant diagnosis.

"…in the absence of fever, organomegaly, or lymphadenopathy…"
Worked Example — all elements combined

"A 7-year-old boy with a 5-day history of acute monoarthritis involving the right knee — a weight-bearing large joint — presenting with fever and inability to weight-bear, in the absence of trauma, skin rash, or prior joint disease."

Critical Distinction

Summary ≠ Diagnosis — sequential, not simultaneous

Do not conflate these two steps

Pattern recognition comes before diagnostic conclusion

Summary — the pattern

Clinical abstraction

A description of the clinical state in conceptual terms. It captures what the findings add up to without committing to a cause. It opens the diagnostic question.

"Acute monoarthritis of a large weight-bearing joint with fever."
leads to
Diagnosis — the conclusion

Final clinical judgement

The specific disease identified after weighing the evidence — history, examination, investigations, and response to treatment. It closes the diagnostic question with a commitment.

"Septic arthritis due to Staphylococcus aureus."
Students who jump from data to diagnosis skip the summarising step. This means their differential is formed on scattered impressions rather than a named pattern — making it wider, less focused, and more likely to miss the correct answer.
🔍
The Summary Self-Check

"What is the core clinical problem here?"

After clerking every patient, ask yourself this question. If you cannot express it in one or two precise sentences — you have not yet understood the case. Reorganise before you present. The summary is the lens through which everything else is seen.

Connected Frameworks

Summarising competency builds on the rest of this series

Narrative Competency: : The narrative presents the story in full. The summary distils it to the core pattern. These are two distinct and sequential skills — you narrate first, then summarise.
Differential Diagnosis: A precise summary is the prerequisite for focused differential ranking. Without a named pattern, the differential is too wide to rank usefully.
Severity Assessment: Severity belongs in the summary when it changes the management decision. The summary must communicate both the pattern and the urgency.
Common Student Errors

What poor summarising looks like

Repeating the entire history instead of distilling the pattern
Jumping from data directly to diagnosis — skipping the summarising step
Using vague labels that do not narrow the differential ("unwell child")
Omitting severity from the summary when it is clinically relevant
Confusing summary with diagnosis — committing prematurely
Including too many details — losing the pattern in the noise
Final Take-Home Message
"Listing findings is data collection.
Summarising findings is clinical thinking."

The better your summary — the sharper your differential diagnosis.
Name the pattern. Then find the cause.

Details → Pattern → Differential Summary ≠ Diagnosis One sentence — one pattern
Home