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Educational draft · awaiting clinical reviewUse Rapid for revision, not patient-care decisions. Check current national and local guidance and the BNF or BNFC before acting.
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Consultation skills in primary care

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Synopsis

Conduct safe, person-centred primary-care consultations that establish the patient’s agenda, assess risk, reason transparently, reach a shared plan and create dependable follow-up.

  • Begin by confirming identity, preferred name, communication needs, who else is present and whether the setting offers privacy; in remote care also confirm the patient’s location and a callback route.
  • Open with the patient’s account and agenda before narrowing the history, because the first symptom mentioned may not be the main concern and late-arising agendas can change risk.
  • Elicit ideas, concerns, expectations, functional impact and the outcome the person hopes for; do not use these as a ritual checklist detached from the clinical story.

Reasoning priorities

01
Agenda and goal check

Identify the problems and outcomes requiring attention today.

Repeat a summary and ask what has been missed; negotiate priorities explicitly rather than silently dropping later concerns.

Worked reasoning

Worked case: persistent headache by telephoneConvert uncertainty into a safe disposition

A 46-year-old reports a new headache for ten days during a telephone appointment, wants antibiotics and must collect a child soon.

  1. Confirm identity, current location, callback number and privacy; establish onset, trajectory, systemic symptoms, neurological symptoms, pregnancy possibility, immune status, trauma, medicines and what the patient fears.
  2. Form an ordered assessment: sudden onset, new focal deficit, altered consciousness, meningism, temporal symptoms or severe systemic illness would demand urgent action; a remote call cannot provide fundoscopy, blood pressure or neurological examination.
  3. Acknowledge the antibiotic expectation, explain that the cause remains uncertain and that direct observations and examination are needed today; agree a face-to-face assessment rather than prescribing without adequate information.
  4. Document the reasoning and verify the plan by asking the patient to repeat where and when they will attend, arranging a feasible time, and giving explicit emergency actions for sudden severe pain, weakness, confusion, collapse or visual loss.
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Sources and review status4 sources · checked 7 Sept 2026 · clinical review pending
Sources

Sources and review status

National guidance is shown before implementation-dependent detail. Apply principles in context and verify current guidance when a decision affects care. Source check completed 7 Sept 2026; clinical approval remains outstanding.

Authoring stateRapid draftClinical stateAwaiting reviewJurisdictionUnited Kingdom