Breathlessness - Third party consultation

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ℹ️ This is the case information for the doctor.

Name

Gladys Rooney

Age

79 years old

Address

24 Oakdene Avenue, Wythenshawe, Manchester

Social history

  • Living situation: Lives with her husband, Jim Rooney, aged 81, retired, has arthritis with limited mobility. No carers.
  • Support network: One adult son (Matthew) lives 30 minutes away, visits once weekly; otherwise, caring is done entirely by Gladys and Jim.
  • Housing: Two-storey house; toilet both upstairs and downstairs, but they primarily live upstairs.
  • Mobility: Gladys only mobilises slowly within the upstairs. Husband also struggles with stairs and general mobility.
  • Smoking: Never smoked.
  • Alcohol: 0 units per week
  • Social services: Not currently involved; no package of care.

Past history

  • Myocardial infarction (MI) 3 years ago
  • Hypertension
  • Atrial fibrillation (AF)
  • Type 2 diabetes mellitus (T2DM, diagnosed 7 years ago)
  • Dementia (diagnosed 2 years ago)
  • No known drug allergies

Investigation results

  • 3 months previously
    • Full blood count (FBC): Normal
    • Urea and electrolytes: Normal
    • Liver function tests (LFT): Normal
    • Bone profile: Normal
    • HbA1c: 56

    Medication

    • Apixaban 2.5 mg BD
    • Metformin 500 mg TDS
    • Amlodipine 5 mg OD
    • Bisoprolol 5 mg OD

    Booking note

    Call from paramedic.

    ℹ️ This is the information for the person role playing the patient.

    Case overview

    Name

    Gladys Rooney

    Age

    79 years old

    Address

    24 Oakdene Avenue, Wythenshawe, Manchester

    Social history

    • Living situation: Lives with her husband, Jim Rooney, aged 81, retired, has arthritis with limited mobility. No carers.
    • Support network: One adult son (Matthew) lives 30 minutes away, visits once weekly; otherwise, caring is done entirely by Gladys and Jim.
    • Housing: Two-storey house; toilet both upstairs and downstairs, but they primarily live upstairs.
    • Mobility: Gladys only mobilises slowly within the upstairs. Husband also struggles with stairs and general mobility.
    • Smoking: Never smoked.
    • Alcohol: 0 units per week
    • Social services: Not currently involved; no package of care.

    Past history

    • Myocardial infarction (MI) 3 years ago
    • Hypertension
    • Atrial fibrillation (AF)
    • Type 2 diabetes mellitus (T2DM, diagnosed 7 years ago)
    • Dementia (diagnosed 2 years ago)
    • No known drug allergies

    Medication

    • Apixaban 2.5 mg BD
    • Metformin 500 mg TDS
    • Amlodipine 5 mg OD
    • Bisoprolol 5 mg OD

    Opening statement

    Hi doctor, thanks for getting back to me. I’m James, the paramedic with Gladys Rooney. We came after her husband rang 111 because she was very breathless today. She’s not keen on going in to hospital, so I wanted your advice.

    Information freely divulged

    • Gladys has struggled with her breathing for several weeks but it’s worse today.
    • She is breathless when walking even from one room to another.
    • She is currently sitting up in bed and looks more comfortable semi-upright than lying flat.
    • She has no chest pain and no current cough (did cough last week).
    • She has swelling in both legs; husband says her legs have always been a bit puffy but it is worse now.
    • She does not want to be admitted to hospital

    Information given on questioning

    Observations

    • No temperature or fever, no recent falls.
    • Observations (today):
      • Temperature: 36.6°C
      • Saturation: 95%
      • Pulse: 88, regular
      • BP: 115/70
      • Respiratory rate: 24

    Details of Presenting Problem

    • Husband says Gladys stopped going up and down stairs a few days ago due to breathlessness.
    • She uses extra pillows when lying down now and is more comfortable almost upright; she becomes more breathless if she tries to lie flat (orthopnoea).
    • No acute confusion, Gladys seems tired but oriented for her baseline.
    • Gladys has not been downstairs today.

    Ideas

    The paramedic and family are unsure of the cause of the deterioration and want advice.

    Concerns

    • Husband is worried that Gladys will get worse if she doesn’t go to hospital but understands her wishes.
    • Paramedic is concerned about her comorbidities—worried about her deteriorating at home, risk of hospital admission, and falls.
    • Gladys is very adamant she does not want to be admitted after a prior hospital admission (became confused, upset there and hated the experience).

    Expectations

    • Paramedic expects advice on the need for hospital admission given her reluctance, and for any way to help ease her symptoms (possibly antibiotics or other meds).
    • Gladys wants to remain at home and be comfortable.
    • Husband wonders if they can get more support, “maybe someone could pop in to help”.

    Behaviour

    Paramedic:

    • Polite, collaborative, very aware Gladys is sick but respecting her wishes.
    • Will provide clear clinical information if directly asked (eg. “Have you listened to her chest?” answer: “Yes, I listened with my stethoscope—her chest sounds clear, no crackles or wheeze.”).
    • Concerned but not dramatic. Wants practical suggestions.
    • Will not volunteer extra details unless specifically prompted.
    • If the GP listens respectfully and thanks him for his help, will relax and provide more details.
    • If the GP seems dismissive of Gladys’ wishes, will become defensive and advocate strongly for the patient’s right to decide.

    How to give cues/reactions:

    • If offered clear home-based management, will be relieved and keen to cooperate with instructions (e.g., medication, follow-up).
    • If the GP suggests more tests or hospitalisation without good explanation, will show concern about Gladys reluctance to be admitted and whether admission is in her best interests.
    • Will be grateful if the discussion includes practical social support: son, commode, care support, falls prevention.

    Key points for candidate:

    • This case tests efficient third-party data gathering, managing complex medical and social risks, and collaborative decision-making.
    • Rapid, well-structured questions to the paramedic will yield better information quickly.
    • Exploring support structures, risk, and respecting patient autonomy are crucial.

    ℹ️ To mark data gathering & diagnosis select from the descriptors below.

    Positive descriptors

    Negative descriptors

    Makes effective use of existing information and considers the wider context.

    • Integrates medical history, medications, and recent bloods from the notes during questioning and clinical reasoning.
    • Considers mental capacity in the assessment and links the husband’s arthritis and social support to Gladys’s care needs.

    Fails to use the information provided or understand the wider context.

    • Fails to reference medical history, recent results, or medications in questioning or decision-making.
    • Overlooks potential social and support issues, limiting understanding of patient’s overall situation.

    The presence or absence of relevant red flags was established.

    • Clearly asks about chest pain, cough, fever, and assesses for new-onset leg pain and rapid deterioration.
    • Asks for vital sign observations (temperature, O2 saturation, HR, BP) to check for acutely unwell state.

    Fails to assess key information necessary to determine risk.

    • Omits or incompletely screens for acute red flags such as new chest pain, sudden breathlessness, fevers, or risk of pulmonary embolism.
    • Fails to seek or reference vital sign data or potential clinical deterioration.

    Information gathered placed the problem in its psychosocial context.

    • Explores home setup, access to facilities, daily routines, available support, and functional capacity.
    • Considers the impact of disability on Gladys and her husband’s coping ability, and willingness and capacity to be managed at home.

    The social and psychological impact of the problem was not adequately determined.

    • Omits enquiries about social support or impact on daily life, ignoring psychosocial and carer needs.
    • Misses opportunities to clarify how breathlessness affects Gladys and her husband’s wellbeing or capacity to cope.

    Relevant information was collected to place the undifferentiated problem in context and an appropriate differential diagnosis generated.

    • Carefully elicits features distinguishing between infection, cardiac, or other causes for breathlessness.
    • Confirms symptom chronology, associated systemic features, and involvement of other systems (mobility, cognition).

    Inadequate information was collected to determine the likely cause of symptoms.

    • Fails to adequately clarify whether features of infection, PE, cardiac failure, or other undifferentiated causes are present, leaving differential incomplete.
    • Does not expand beyond the paramedic’s initial impression or challenge underlying assumptions.

    Uses an understanding of probability based on prevalence, incidence, and natural history to aid decision-making.

    • Recognises heart failure as more likely than chest infection in an older person with significant cardiac history, gradual symptom progression, and relevant signs.
    • Communicates this probability-based reasoning during discussion with paramedic and links background risks effectively.

    Choice of diagnosis and/or investigations does not reflect disease likelihood.

    • Over-emphasises less likely diagnoses (e.g., chest infection without supporting features).
    • Fails to recognise heart failure as probable given the clinical context and Gladys’s history.

    Revises hypotheses as necessary in light of additional information.

    • Adjusts diagnostic thinking as new facts emerge (such as absence of fever, response to postural change), moving from infection to cardiac causes logically.
    • Seeks additional observations from the paramedic to clarify unresolved aspects.

    Rigid consulting with new information not adequately considered and integrated into the working diagnosis.

    • Stays fixed on initial hypothesis without adjusting differential as new information is gathered.
    • Ignores contradictory or clarifying information, missing opportunities to refine the diagnosis.

    ℹ️ To mark clinical management & medical complexity select from the descriptors below.

    Positive descriptors

    Negative descriptors

    Offers management options that are safe and appropriate:

    • Introduces a medical plan (diuretic for suspected heart failure) in line with Gladys’s symptoms, co-morbidities, and examination findings.
    • Considers both the immediate (symptomatic) and long-term management needs, including arranging a home visit and district nurse review to monitor response and side effects.

    Fails to provide appropriate and/or safe management choices:

    • Prescribes diuretic with limited risk assessment (falls, renal function).
    • Omits consideration for alternative causes of acute decompensation (e.g., infection, arrhythmia) or doesn’t make a contingency plan should things worsen.

    Continuity of care is prioritised:

    • Arranges a follow-up visit with the home visiting team and the district nurse service for ongoing monitoring and support.
    • Clearly integrates the paramedic findings with practice records, ensuring all involved professionals share up-to-date information.
    • Recognises the role of social factors and family support, indicating ongoing review of the patient’s home situation.

    Ongoing care is uncoordinated:

    • Leaves ambiguous or ad hoc follow-up plans, not ensuring medical or nursing review.
    • Fails to involve the wider primary care team or delegate ongoing monitoring, leaving risk of deterioration unaddressed.
    • Omits to communicate clearly with family or carers regarding the ongoing plan.

    Empowers self care and independence:

    • Offers clear guidance to Gladys’s carers and family (via the paramedic) on what symptoms warrant urgent review and who to contact.
    • Discusses practical adaptations (e.g., using a commode, adjusting activities) that can help reduce her risk at home.

    Management fails to foster self care and patient involvement:

    • Does not offer advice to carers or family on monitoring, warning signs, or daily supportive measures.
    • Makes all decisions passively without attempting to involve Gladys or her family/caregivers in her care.

    Prescribes safely considering local and national guidance:

    • Reviews recent kidney function, drug history, and co-morbidities before prescribing furosemide.
    • Selects initial low dose and clearly arranges monitoring to check for side effects, ensuring safe initiation in community.
    • Avoids unnecessary antibiotic prescription and ensures continued anticoagulation in context of AF.

    Unsafe prescribing ignoring best practice:

    • Prescribes diuretic without regard to blood pressure or risk of acute kidney injury.
    • Fails to consider contraindications, recent blood results, or potential drug interactions.
    • Prescribes antibiotics or other drugs inappropriately for non-infective symptoms.

    Practises holistically, promoting health, and safeguarding:

    • Probes social situation: assesses the husband’s health, availability of son, and capacity for Gladys to remain at home safely.
    • Considers risk of falls and functional decline; addresses need for equipment or further social input (e.g., commode).
    • Explores her wishes regarding hospitalisation and takes mental capacity into account, ensuring decisions align with patient values.

    Fails to safeguard patient welfare:

    • Ignores social and safeguarding risks in context of significant frailty, dementia, and dependency.
    • Fails to explore adequacy of support or ability of husband/family to cope, risking unrecognised neglect or harm.

    Manages uncertainty, including that experienced by the patient:

    • Explains probable diagnosis and rationale for management plan, openly acknowledging diagnostic uncertainty (e.g., undiagnosed heart failure).
    • Provides contingency planning and clear guidance for escalation if symptoms worsen.

    Manages uncertainty, including that experienced by the patient:

    • Explains probable diagnosis and rationale for management plan, openly acknowledging diagnostic uncertainty (e.g., undiagnosed heart failure).
    • Provides contingency planning and clear guidance for escalation if symptoms worsen.

    ℹ️ To mark relating to others select from the descriptors below.

    Positive descriptors

    Negative descriptors

    Shows ability to communicate in a person-centred way:

    • Engages respectfully and empathetically with the paramedic, valuing his clinical observations and concerns.
    • Adapts tone and language appropriately, acknowledging the complexity of managing an unwell older person at home.
    • Expresses understanding and support about patient’s preference to stay at home and concerns about hospital admission.

    Communication is doctor-centred and lacks empathy:

    • Focuses on medical questioning without recognising the paramedic’s insights or the emotional impact on the family.
    • Ignores the distress and wishes expressed by Gladys or her husband regarding hospital care.

    Shows understanding of medical-legal principles and regulatory standards:

    • Ensures a thoughtful discussion about mental capacity, seeking input from the paramedic regarding Gladys’s ability to make decisions.
    • Checks for existence of a ReSPECT form, acknowledging the need for documented care preferences and advanced planning.

    Fails to give appropriate regard to key legal aspects of consulting:

    • Omits assessment or discussion of capacity relating to the refusal of hospital admission.
    • Makes a care decision (e.g. starting medication or home-based care) without cnosidering the legal and ethical basis for doing so.

    Explores the patient’s agenda, health beliefs and preferences:

    • Seeks to understand and document Gladys’s and her husband’s concerns, beliefs, and preferences regarding care at home versus hospital.
    • Asks clarifying questions about reluctance to hospital admission and prior negative experiences.

    Fails to recognise the patient's agenda and impact of the problem:

    • Does not explore why Gladys wishes to avoid hospital or how home care aligns with her values.
    • Fails to consider the emotional or practical impact of worsening health on the family.

    Demonstrates flexibility of communication adapting to the patient and scenario:

    • Adjusts communication style to ensure mutual understanding with the paramedic; shares clinical reasoning explicitly.
    • Empathically navigates discussions around sensitive topics such as capacity, hospitalisation, and respect forms.

    Consults rigidly, providing generic explanations and management plans:

    • Uses unclear or formulaic plans, leaving the paramedic uncertain how to proceed.
    • Fails to give clear explanations about the possibility of heart failure, risk, or next steps, causing confusion or frustration.

    Works collaboratively in a team showing respect for colleagues:

    • Values the paramedic's clinical input, thanks him for observations and physical examination already performed, and involves him in ongoing planning.
    • Openly discusses shared uncertainty and invites the paramedic’s advice on next steps.

    Fails to work effectively with team members to deliver optimal care:

    • Minimises or disregards the paramedic’s perspective, undermining collaborative care.
    • Fails to coordinate roles (e.g., district nurse, rapid response) or communicate a unified plan.

    Checks the paramedics understanding of the consultation including any agreed plans:

    • Recaps agreed actions and rationale with the paramedic, ensuring clarity on medication change, monitoring plan, and pending home visit.
    • Asks if anything is unclear or if the paramedic or family have further questions or concerns.

    Does not seek to confirm understanding:

    • Leaves the discussion without summarising plan or checking that the paramedic and family fully understand next steps.
    • Provides instructions or advice without verifying comprehension or agreement.

    ℹ️ Insights from the examiner

    Gladys Rooney – Elderly Patient, Paramedic Third-Party Call, Suspected Heart Failure

    1. Time Efficient Data Gathering

    Examiners expect data gathering to be targeted and led by open questions, especially in cases with third-party callers like a paramedic. In this case, starting with a broad open question to the paramedic such as,

    "Can you talk me through what has been happening with Gladys today and any observations you have recorded?" encourages the paramedic to provide a professional overview of the present situation. Follow-up with targeted questions for any gaps in the picture, for example: "Does she get breathless at rest, or just on exertion?" "Are there any new symptoms, like chest pain, palpitations, or fever?"
    Early clarification of what the paramedic has already checked (e.g., vital signs, chest auscultation, oxygen saturations) saves time and provides valuable information. Rapid review of the social context (“Who’s with her at home? How are they coping?”) and her normal baseline supports management choices later.

    References:

    2. Language

    This is a professional to professional conversation so use of common medical terms is expected. Keep your language clear and accessible and avoid long winded sentences which lack a clear focus. Acknoweledge the dilemma.

    “It sounds like she’s really struggling today, and it makes sense she might feel scared about going into hospital.” Share clinical reasoning in clear terms collaborating with your paramedic colleague , e.g.: “I agree with you that infection is one possible cause. Her swelling and breathing pattern also make me think about her heart working less well.” Be mindful of tone—collaborative, not paternalistic. “Let’s think this through together.”

    3. Cues

    Pick up on and validate emotional and situational cues from the paramedic (concern Gladys wants to stay home), from the patient/family (history of negative hospital experience), and from the clinical context (fatigue, swelling, increasing reliance on others).

    4. Goals

    Involve all parties in setting realistic goals that align with the wishes of Gladys and her family. Relating to others in this scenario doesn't just mean relating to Gladys, it means relating to the paramedic, and her family members too.

    5. Flow

    Work to maintain logical flow—start broadly with open questions to get the big picture and then zeroing on missing data necessary for risk assessment such as red flags such as targeted questions on cardiac/respiratory causes
    Acknowledge information as it’s given.

    6. Differential

    A clearly prioritised list demonstrates targeted reasoning:

    1. Acute on chronic heart failure (supported by gradual onset, orthopnoea, leg swelling, no fever or cough)
    2. Lower respiratory tract infection (possible, but less likely without fever, cough, crepitations)
    3. Pulmonary embolism (possible but less likely on anticoagulation, no pleuritic pain)
    4. Anaemia (would expect more gradual course, but possible)
    5. Acute coronary syndrome (less likely with no chest pain)
    6. Other causes of breathlessness in elderly—e.g., acute kidney injury, arrhythmia (AF), metabolic causes

    References:

    7. Impact

    Elicit the effect on daily function and carer ability:

    “How much is this affecting her ability to get out of bed, wash, and use the toilet?” “How is her husband managing with this – is he able to help, or is it putting both of them at risk?” This ensures proportionate and safer planning.

    8. Conciseness

    Keep explanations tightly focused. For instance:

    “Her symptoms sound most like a flare of heart failure, which means fluid is building up in her legs and lungs and making her breathless. The usual first step is a water tablet, but she’ll need close monitoring because of her blood pressure and other health problems.”

    9. Sharing

    Articulate clinical reasoning out loud to the paramedic:

    “I’m thinking heart failure mainly, rather than infection. She’s at higher risk because of her heart history and swelling.” Share risk assessments;
    “I’m a little worried about her low BP—Furosemide could help, but we have to be cautious. Let’s keep a close watch.”

    10. Options

    Present a range of practical, guideline-aligned options:

    1. Start low-dose furosemide (typical 20-40mg, not 15mg) if safe
    2. Arrange district nurse/rapid access community follow-up within 24h for review of response and for bloods if indicated
    3. Safety netting: What to do if her breathing worsens or oral intake drops
    4. Consider a commode/bed downstairs to minimise falls risk and improve symptom management
    5. Send carer support referrals (social care assessment, carer crisis support)
    6. Discuss ‘red lines’ for admission – if this aligns with patient wishes, e.g. if she deteriorates or capacity changes
    7. Advance care planning/RESPECT form
    8. Family involvement – call her son, check if he can stay overnight If antibiotics are requested, explain current evidence and resistance risks (NICE: only for clear clinical signs of infection).

    11. Understanding

    Check and summarise mutual understanding with:

    “Are you happy with that plan for now? Do you or Gladys or her husband have any concerns?” “Would you be able to update me if her breathing changes, or if her husband struggles?”

    12. Bespoke Solutions

    Shape the plan to Gladys’ unique context:

    • Her wish to avoid hospital and negative past experience
    • Her husband’s limitations
    • No urgent red flags, stable obs (though the borderline BP is a caution) A truly bespoke solution might include:
    • “Given she wants to stay home and it seems safe for now, let’s start a gentle diuretic while arranging for daily community support and keeping her care needs under active review. We’ll ensure her son knows and can help, and check if you’re happy managing at home.” If the risk feels high, add:
    • “If you’re worried about her safety or there’s any doubt, it would be reasonable for me or a senior colleague to visit later today, and please call back if anything changes.”

    Further Insights

    • Apply a structured risk-benefit framework before initiating treatments with potential risks (e.g. diuretic with borderline BP).
    • Consider the “team” in your communication—paramedic, district nurse, GP, patient, carer, son.
    • Document and verbalise uncertainty; GPs are experts at managing risk and uncertainty and should use phrases like:

    “It’s a tough balance—her blood pressure is a little low, so a water tablet could lower it more, but with careful monitoring at home, it’s a reasonable option if we all work together.”

    • Always establish safety-netting arrangements and document them.
    • Promptly negotiate next steps if running over time; exams are only 12 mins, so aim to complete data gathering by 6 minutes.

    Key References

    Examiner Final Reflections

    • Data gathering efficiency is critical—avoid over-elaborate histories; start wide, focus fast.
    • Collaborate and communicate clearly with ALL “others” in the case, recognising the centrality of the third party.
    • Plan quickly, document risk management and safety netting explicitly.
    • Embed empathy and patient values at every stage—this gains marks in ALL SCA domains.

    “If you’re past 6 or 7 minutes in data gathering, wrap up and start management. Open questions, open questions, open questions at the start!”