Take an Occupational History

The occupational history is a two-part process. The first step consists of asking a few routine questions to screen for any relation between the patient’s occupation and their symptoms.  The second part consists of a more detailed inquiry into the patient’s occupational background if the answers to the initial questions aroused clinical suspicion (Reference 1).

Medical Component of the Occupational History

What is the purpose of the occupational history? To help determine if the illness is due to or exacerbated by factors in the work environment.  Many occupational exposures manifest with nonspecific symptoms and the patient may be unaware of any connection.  If an occupational etiology for an illness is missed, exposures may continue and treatment will fail.  The problem may go beyond the patient and co-workers could be affected also. 

The Screening Occupational History

When should a screening occupational history be performed? (Reference 2)

- Every medical history should include the patient’s current job and two major previous jobs

- Any respiratory symptoms may be work-related

- The examiner should be suspicious if the patient: has acute respiratory symptoms, has adult onset asthma, has an illness of unknown cause, has suspected COPD which may be asbestosis, is returning to work after leaving due to illness

How is a screening occupational history performed?

Several formats exist but the Medical University of South Carolina developed one for use in primary care.  The mnemonic is WHACS and the questions associated with it are: What do you do?, How do you do it?, Are you concerned about any of your exposures on and off the job?, Co-workers or others exposed?, Satisfied with your job? (Source: Schuman et. al., 1997).

When do you go beyond a screening occupational history?

The examiner should stop if all initial inquiries in the screening occupational history are negative. If the answers to the screening questions suggest that the person’s occupation has a role in the development of their illness, more detailed questioning is warranted. 

How do you perform a more detailed occupational history? (Reference 4)

Go to this link to see an example of an occupational and environmental history form.  Below are written descriptions of the steps involved in a more detailed occupational history.

gg Step 1:  A description of all jobs held by the patient. The employer, industry, job title and job description and the length of time spent at that job should be recorded.  Also, get the patient to describe their typical shifts in a week.  Several printed forms exist and are easy for the patient to fill out and are able to be scanned quickly by the physician.  The patient should include all second, summer and temporary jobs held.  The workstation and any tools used should also be discussed to see if they are related to the illness or if they are modifiable.  Piece rate work and productivity requirements are organizational factors at work that may put pressure on the employees to not rest and therefore contribute to the development of work-related illness. 

Step 2:  Categorize any exposures that occur at the workplace. A list of exposures can be provided and the patient can choose those that apply.  Further information on chemical exposures can be found on Material Safety Data Sheets (MSDS) or from computerized databases.  As well, ask about any unusual incidents or accidents that may have resulted in exposures. 

Step 3:  Assess the timing of the exposures. Some example questions to ask to establish the timing are included below (Reference 2).

Do the symptoms begin at the start of the workday?

Do the symptoms disappear after leaving work?

Are the symptoms present at home, on weekends, or on vacation?

Are the symptoms related to specific work tasks or processes?

Have you begun a new job or is a new chemical being used?

Step 4:  Ask if co-workers are affected.

Step 5:  Non-work exposures. This includes determining several details about the home environment that may contribute to an illness.  The type of residence and its ventilation, the presence of animals in the home, any hobbies or living with someone who is exposed at their work environment and brings substances home on their clothing or skin are all examples of areas that can be evaluated as necessary.  It is important to consider both occupational and non-occupational factors in the etiology of any disease, as they may co-exist.

References

1. Newman L. Occupational Illness. The New England Journal of Medicine 333(17):1129-1134.

2. Liss G. 1998. Important Aspects of the Occupational History. Physician Education Project in Workplace Health.

3. Schuman S., Mohr L., Simpson W. 1997. A Clinical Guide to the Occupational and Environmental Patient in a Busy Family Practice: the Two-task, Four-prototype Approach in the SC/EHAP Initiative. Journal of Occupational and Environmental Medicine 39:1191-1194.

4.Wegman D., Levy B., Halperin W. 1995. Recognizing and Preventing Occupational Disease. Chapter 3. In: Levy B., Wegman D., eds. Recognizing and Preventing Work-Related Disease. 3rd ed. Toronto: Little, Brown and Company, pages 57-82.

Last Updated: March 21, 2003