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Figma Case study templates

Present your project in pre-built editable templates to get you started.

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UX Case Study Template made to help UX Designers create and organize their case study without any struggle.

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Case Study Template

AI generated Pitch Deck 🤖

What is a case study?

A case study is a type of research to better understand a particular problem. It mostly focuses on strategies and refers to a specific person, an action, a company, or an event, even. The idea is to understand an overall path a company or person took around a specific goal. The main objective of a case study is to learn beforehand from a particular case or scenario to improve similarly applicable processes. 

To achieve the above, this method seeks to analyze information around a given topic, including its context and all relevant factors that affect it. It goes in-depth on a particular area with the hopes of solving a problem. This kind of analysis is moreover useful to avoid making a similar mistake in the future. 

What makes an excellent case study ppt template?

Most reliable or trust-worthy case studies include lots of evidence. The truth is that case studies base their strength on diverse data to prove what’s typically the same and a single point. Through either quantitative or qualitative approaches, a convincing case study tackles a situation from several angles at once. And it highlights new facts that alter a situation to the point of proving a proposed solution to a common problem. 

How a case study is useful in business

Now that we’ve clarified the definition of a case study, we should get to its importance for a business. The obvious plus to working on a case study for your company is how that knowledge sheds light on your standing processes. Analyzing a client’s experience is an epicenter for tons of new knowledge about your company. Researching a particular case in depth can help you figure out changes you can make to your business. That’s especially true in terms of why a specific action worked beautifully in non-traditional ways to solve rather common trouble. Doing that can ensure you keep delivering top-notch solutions to industry commonalities. 

As if that weren’t enough, writing a case study based on your company is also a great tool to highlight your success. It quickly lets others see what you’ve done right and how you’ve achieved that level. Think what this does to your brand and reputation to solve customer problems extraordinarily; so much so that it makes a case for any industry standard. 

You can write case studies on your most successful programs, for instance, to promote them, but also understand better how those successes came to be. You can then plan on achieving similar results in other projects. Case studies can also help tell a story about your company and share information on your products or services. 

The above alone bears the potential of drawing in new customers. These can be people who are either impressed with your uniqueness in how you handled matters or who simply need similar solutions to their long-standing struggles. A case study that’s very well done will also gain a company a leading positioning as an expert or go-to point in an industry. 

Making the best of failure through case studies

Now, on the other hand, there’s also lots to learn from failure through case studies. Say you read up on common startup mistakes that ruin a business . Through a case study, you could be going deep into at least 1 of the startup myths that kill companies , for example. You’ll be learning through examples that constitute qualitative and quantitative evidence as to why a standard error was uniquely avoided in a particular scenario. 

For those planning to build a startup, case studies give room for foundational knowledge. It’s a way to gain trajectory before going down excruciating roads. Reading up on variables, choices, and circumstances that resulted in failure can prevent you and your company from going in the same direction. 

Case studies that examine decisions made over time, such as funding, IPOs, and investments, make up great examples. And how each of those affected a startup in terms of sales, market growth, projections, and so much more. Persuasive case studies offer alternate solutions and perspectives on matters. 

Case studies on likelihood

And rather than just base this type of analysis on success or failure, some also work on projections. They focus on alternatives that weren’t taken and portray what could’ve happened in diverse scenarios had circumstances changed in one way or another.

Now that those options are out of the way let’s see how to write a convincing case study. 

How to write a case study

If you’re wondering how to write a case study, primarily if you aim to write a convincing one, there are at least five sections for the sake of structure on which you should focus. We’ll describe those shortly. Yet, before you do that, know every case study goes through a state of contemplation. First, look for the key and diverse elements that will help you analyze the problem you’re discussing. 

If you’re trying to write a compelling case study about someone or a company other than yourself, you should go over as much information as you can about them. One missed detail can bring down your hypothesis, so aim to know as much as possible to avoid that. 

For better results yet, clarify for yourself what issue is the precise one you’ll be analyzing. Make sure you come to the bottom of it succinctly. Doing so will help you significantly in the first section that we detail below when you aim to state that for others. 

Once you have the objective of your case study, go through all the required analytic steps before you literally jump to conclusions. Be part of the process, don’t accelerate it ahead of time. Let’s get to the 5 sections we promised. 

Five basic sections of a case study

The first is an introduction that explains the problem. You can see this as a critical issue of a case. 

A piece of advice here if you’re going to write about your company is to define your target audience. Include real figures. Use only crucial information throughout and determine the specific strategy you’ll be discussing. 

Then, position this problem in context by going over background information, which needs to include the most relevant information to said case. Remember, convincing data stands on factual research. 

Do your actual evaluation next. This is where you explain vital elements and the proposed solution to the matter. Be as specific as possible. Focus on what you did right (or wrong, in case you’re studying a failure). Make sure you have a full grasp of the specifics of what happened. Analyze your information and systematize metrics here. Use graphs or other tools to present your results, and state your solution or learnings clearly. 

The wrap-up refers to final steps or recommendations, if not just conclusions drawn from the case.

Ready to write your case study now?

We like being here to make life easier and more efficient for you. Here’s our case study ppt template to use online or download to PDF. You’ll just need to enter your project name on the cover and give an overview on the second slide. Give details on the matter of study or client you’re analyzing via name, size, location, and a short bio. Then, move on to graphs or other visual aids to answer how you assisted this party in the case you’re analyzing. 

From there, describe the challenge you faced through goals, risks, and the problem. Explain your approach with the detailed set of steps you took to come to your solution. Describe that solution in more depth in a new slide before you finish with a display of your main results. 

And there you have it! All you needed to know about case studies with valuable insight, resources, and much more!

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Case Study PowerPoint Templates and Slide Designs for Presentations

Our 100% editable case study presentation templates and slides can help to individuals to prepare great case study presentations. In this section, you can find a collection of Case Study PowerPoint templates and Google Slides templates. From standard slides to creative case study layouts and slide decks, these template presentations are perfect for any company looking to add that extra touch.

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A case study typically involves an in-depth and detailed examination of a specific case or group of cases, within a real-world context. Case studies are very common in medicine, business, politics and education.

For example, in medicine, a case study may focus on an individual patient case. In business, case studies are used to cover a particular firm’s strategy or to present a specific analysis on a business case.

In Politics, case studies can range from a specific one-time event happening over time to the in-depth analysis of decisive moments in history.

When to create a Case Study Template?

When you need in-depth information and understanding of a specific subject, you create a Case Study Template. They are also helpful in describing, comparing, evaluating, and comprehending various aspects of a research problem. They keep your project focused and manageable when you don’t have the time or resources to conduct extensive research.

What do you write in a Case Study Presentation?

A well-planned presentation can help your brand stand out from the crowd. Consider these suggestions as you plan your case study. Add visual interest to your presentation, including charts, graphs, and photos. Use white space to break up your data to make your presentation more memorable. It must also include a workable plan and relevant data. Examine our creative and professional-looking Medical Case Study PowerPoint Template and other templates with appealing layouts and backgrounds.

How to effectively present a Case Study Template?

Create a compelling case study to highlight the essentials, describe your vision clearly and concisely, and demonstrate the project’s value and benefit to the company or client. In addition, the style must be consistent.

Which are the advantages of using a Case Study Template?

The following are the benefits of using a case study template: It easily converts opinion into fact; it is accessible and inexpensive, it can be carried out remotely using a variety of research methodologies and data, and they are also useful when preparing for a Case Study Interview . You can use our Success Story PowerPoint Template to showcase your business success stories.

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Case Study PowerPoint Templates and Slide Designs for Presentations

We present to you our productive library of case study PowerPoint templates to help you showcase your success stories, services, or product analysis that impress your clients. We provide these case study templates that lessen your efforts in conducting a case study. Our presentation templates in general offer you attractive designs, appealing powerpoint themes , and 100% customization. These business case study templates will help you create great case study ppts to showcase and analyze your products, customers, and market conditions. The different case study formats serve multiple business presentations , such as showing numerous product success stories, marketing success stories, long-term relationships with the clients, and much more. Find unique and creative case study presentation examples and case study samples to create effective case study presentations. Download case study templates collection available in Google Slides as well. Also, browse through our ready-to-use free PowerPoint themes, they can help you to build impressive presentations in no time.

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What is a case study.

A case study is a research technique used for an in-depth study or research that provides a better understanding of a topic. A business case study is your concise and well-reasoned argument, that talks about the why, how, where, and who, necessary to convince the audience of your solution. Consider a case study as a way to highlight a strong explanation to a well-defined question regarding your business. For example: Why should the client give you the project? Or Why should your product be used by the client? etc.

Why Use Case Study Templates?

A case study is a  marketing plan presentation  that helps tell the story of how your product or service helps a company achieve its goals. The task is to convince your customers about your company’s capabilities, success stories, and previous experiences. And that requires an excellent case study presentation template. A well-structured business case study template can exponentially increase your chances of convincing your clients.

Case study PowerPoint templates outline a company’s success or efficiency in dealing with different customers and their demands. Whether a product or a service, a case study template is useful for showcasing your strengths and achievements.

Who Can Use A Case Study Template?

Case study template design is widely used for several types of presentations by several business professionals, entrepreneurs, organizations, companies, etc. Business case study templates can be used to:

• Promote your products and services.
• Cover short-term and long-term goals of a company.
• Gather positive feedback from their existing customers.
• Emotionally persuade your target audience.

What Are The Features Of A Good Case Study Template?

A good case study analysis template should:

• Highlight key points or your strongest argument in every section to present your in-depth research on the topic
• Use  powerpoint icons  and data that back up your arguments and make your presentation appealing to the audience
• Design scientifically to  make an attractive presentation  and raises your chances of success
• Show a visual hierarchy that creates a contrast between the key facts, significant information, and background data
• Use a professional color scheme that does not distract the audience from the key content
• Use engaging visuals that keep the audience interested and encourage two-way communication.

What Is The Purpose Of A Case Study Presentation?

The case study is one of the significant marketing tools that help you tell the story of how your product or service helps your clients achieve their goals. The purpose is to convince your customers about your company’s potential, success stories, and previous experiences. And that requires an excellent case study format. A well-structured case study slide design can exponentially increase your chances of convincing your clients.

What Background Is Best For A Case Study PowerPoint Presentation?

The background matters in a  PowerPoint presentation , use the principles of visual hierarchy and create a contrast between the content and background, to draw attention to the right material on the page. Use color schemes that suit your case study topic, Using the monochromatic theme, which is a classic professional color scheme, will be a safe bet. Typically, use relevant images or clear  powerpoint background  to highlight the case study details.

What Is The Structure Of A Case Study PowerPoint Template?

The objective of the case study PowerPoint template is to highlight the company’s offerings and success with the clients and customers. Keeping that in mind, the case study template should have the following sections:

Problems: This section of your case study template details of the problems of clients you have solved. This is to showcase your experience and area of expertise.

Solutions: This section of the case study showcases the solutions and approaches that you have provided to your existing clients and resulted in success.

Results: This part is an important one, here you showcase positive results your clients got by your solutions and approaches. Showing some specific and detailed examples such as market share, profit margin, etc.

How Long Should A Case Study PPT Template Be?

A case study ppt template is typically one page and in a few cases where you need to show your product or service offerings in detail, it could be an entire presentation. Usually, case studies are appended to the business proposal or  sales process .

What Is The Main Advantage Of A Case Study?

A case study is your concise and well-reasoned argument that convinces the audience for whatever you are trying to convey to them whether it is your research or a business proposal. The main advantage of the case study is that it showcases your potential, success stories, and previous experiences. A well-structured case study can exponentially increase your chances of convincing your clients.

Where Can I Download Case Study PPT Templates?

SlideUpLift has a vast collection of premium and free Case Study PowerPoint Templates to help you showcase your success stories, services, or product analysis in your case study presentation that impresses your clients. We offer unique designs, appealing color themes, and 100% customization. These business case study templates will help you create effective case studies to showcase and analyze your products, customers, and market conditions.

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9 Creative Case Study Presentation Examples & Templates

Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.

9 minute read

helped business professionals at:

Short answer

What makes a good case study presentation?

A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actually stifle your growth, leading to lost sales and overlooked opportunities. When your case study fails to inspire, it's your bottom line that suffers.

Interactive elements are the secret sauce for successful case study presentations.

They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully, proving that the winning deck is not a monologue but a conversation that involves the reader.

Benefits of including interactive elements in your case study presentation

More decks read in full

Longer average reading time

In this post, I’ll help you shape your case studies into compelling narratives that hook your audience, make your successes shine, and drive the results you're aiming for.

Let’s go!

How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.

Here's how you can do it:

Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41% .

Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Here's a visual representation of what a successful case study presentation should do:

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action. In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

What is the best format for a business case study presentation?

4 best format types for a business case study presentation:

• Problem-solution case study
• Before-and-after case study
• Success story case study
• Interview style case study

Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types .

I also recommend watching this video breaking down the 9-step process for writing a case study:

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

• Introduction
• Company overview
• The problem/challenge
• Your solution
• Customer quotes/testimonials

To learn more about what should go in each of these sections, check out our post on what is a case study .

How to write a compelling narrative for your case study presentation?

Storytelling is the heart of an engaging case study presentation. It involves more than just stringing events together. You should weave an emotional journey that your audience can relate to.

Begin with the challenge —illustrate the magnitude of the problem that was faced. Then, introduce your solution as the hero that comes to the rescue.

As you progress, ensure your narrative highlights the transformative journey from the problem state to the successful outcome.

Here’s our recommended storyline framework:

How to motivate readers to take action?

Based on BJ Fogg's behavior model , successful motivation involves 3 components:

Motivation is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution. Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

Ability refers to making the desired action easy to perform. Show how straightforward it is to implement your solution. Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

Prompt is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built. It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

How to adapt your presentation for your specific audience?

Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.

Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.

Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.

A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.

How to design a great case study presentation?

A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.

Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.

Add interactive elements

Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.

However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.

It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.

Which of these presentations would you prefer to read?

Use narrated content design (scrollytelling)

Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.

It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.

To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.

This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).

Here’s an example of Storydoc scrollytelling:

Bring your case study to life with multimedia

Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.

Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end.

Prioritize mobile-friendly design

In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.

Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.

As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience , demonstrating respect for your audience's viewing preferences.

Here’s what a traditional static presentation looks like as opposed to a responsive deck:

Streamline the design process

Creating a case study presentation usually involves wrestling with a website builder.

It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.

Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.

By switching to Storydoc’s interactive case study creator , you won’t need a tech guru or a design whizz, just your own creativity.

You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.

Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.

Case study presentation examples that engage readers

Let’s take a deep dive into some standout case studies.

These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.

What makes this deck great:

• A video on the cover slide will cause 32% more people to interact with your case study .
• The running numbers slide allows you to present the key results your solution delivered in an easily digestible way.
• The ability to include 2 smart CTAs gives readers the choice between learning more about your solution and booking a meeting with you directly.

Light mode case study

• The ‘read more’ button is perfect if you want to present a longer case without overloading readers with walls of text.
• The timeline slide lets you present your solution in the form of a compelling narrative.
• A combination of text-based and visual slides allows you to add context to the main insights.

Marketing case study

• Tiered slides are perfect for presenting multiple features of your solution, particularly if they’re relevant to several use cases.
• Easily customizable slides allow you to personalize your case study to specific prospects’ needs and pain points.
• The ability to embed videos makes it possible to show your solution in action instead of trying to describe it purely with words.

UX case study

• Various data visualization components let you present hard data in a way that’s easier to understand and follow.
• The option to hide text under a 'Read more' button is great if you want to include research findings or present a longer case study.
• Content segmented using tabs , which is perfect if you want to describe different user research methodologies without overwhelming your audience.

Business case study

• Library of data visualization elements to choose from comes in handy for more data-heavy case studies.
• Ready-to-use graphics and images which can easily be replaced using our AI assistant or your own files.
• Information on the average reading time in the cover reduces bounce rate by 24% .

Modern case study

• Dynamic variables let you personalize your deck at scale in just a few clicks.
• Logo placeholder that can easily be replaced with your prospect's logo for an added personal touch.
• Several text placeholders that can be tweaked to perfection with the help of our AI assistant to truly drive your message home.

Real estate case study

• Plenty of image placeholders that can be easily edited in a couple of clicks to let you show photos of your most important listings.
• Data visualization components can be used to present real estate comps or the value of your listings for a specific time period.
• Interactive slides guide your readers through a captivating storyline, which is key in a highly-visual industry like real estate .

Medical case study

• Image and video placeholders are perfect for presenting your solution without relying on complex medical terminology.
• The ability to hide text under an accordion allows you to include research or clinical trial findings without overwhelming prospects with too much information.
• Clean interactive design stands out in a sea of old-school medical case studies, making your deck more memorable for prospective clients.

Dark mode case study

• The timeline slide is ideal for guiding readers through an attention-grabbing storyline or explaining complex processes.
• Dynamic layout with multiple image and video placeholders that can be replaced in a few clicks to best reflect the nature of your business.
• Testimonial slides that can easily be customized with quotes by your past customers to legitimize your solution in the eyes of prospects.

Grab a case study presentation template

Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

So, why start from zero when interactive case study templates can take you halfway up?

Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Case Study Templates

Case studies are great tools for showcasing success stories and driving business growth. Make your case studies stand out with our customizable report templates, designed to help you tell your story in a compelling and engaging way.

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Modern Case Study Presentation Template [Free Download]

In today’s post, you’re going to get a case study with 9 unique, fully editable slides.

Use them to present business cases, problems, and solutions, and more in a clear and concise way.

Let’s dive in…

What is a case study?

Before we get into the template, let’s quickly review what a case study is and what it’s for (so you know exactly how you can use it to your advantage).

A case study is basically a detailed analysis of a real-life situation or problem.

You can use them to:

• Provide valuable insights for future decision-making

Here are two real-world examples:

• A tech startup can create a case study that outlines how one of its products helped a client increase their revenue by 28%.
• A non-profit organization can use one to demonstrate how its programs have positively impacted a particular community.

How to structure an effective case study

There are multiple ways to create a case study.

Usually, you’ll want to provide context around the situation, the problem, and how it’s been solved.

Here’s a simple 3-step way to do just that:

• Provide context around the specific challenge or problem
• Describe the solution
• Share the results and benefits

The case study presentation template

Well-designed case study slides can be a powerful tool for persuading potential clients, investors, or even partners.

The case study template included in this post includes 9 slides:

• Solution and result slides

Download your case study template kit

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The Ultimate Patient Case Presentation Template for Med Students

• by Neelesh Bagrodia
• Apr 06, 2024
• Reviewed by: Amy Rontal, MD

Knowing how to deliver a patient presentation is one of the most important skills to learn on your journey to becoming a physician. After all, when you’re on a medical team, you’ll need to convey all the critical information about a patient in an organized manner without any gaps in knowledge transfer.

One big caveat: opinions about the correct way to present a patient are highly personal and everyone is slightly different. Additionally, there’s a lot of variation in presentations across specialties, and even for ICU vs floor patients.

My goal with this blog is to give you the most complete version of a patient presentation, so you can tailor your presentations to the preferences of your attending and team. So, think of what follows as a model for presenting any general patient.

Here’s a breakdown of what goes into the typical patient presentation.

7 Ingredients for a Patient Case Presentation Template

1. the one-liner.

The one-liner is a succinct sentence that primes your listeners to the patient.

A typical format is: “[Patient name] is a [age] year-old [gender] with past medical history of [X] presenting with [Y].

2. The Chief Complaint

This is a very brief statement of the patient’s complaint in their own words. A common pitfall is when medical students say that the patient had a chief complaint of some medical condition (like cholecystitis) and the attending asks if the patient really used that word!

An example might be, “Patient has chief complaint of difficulty breathing while walking.”

3. History of Present Illness (HPI)

The goal of the HPI is to illustrate the story of the patient’s complaint.

I remember when I first began medical school, I had a lot of trouble determining what was relevant and ended up giving a lot of extra details. Don’t worry if you have the same issue. With time, you’ll learn which details are important. 

The OPQRST Framework

In the beginning of your clinical experience, a helpful framework to use is OPQRST:

Describe when the issue started, and if it occurs during certain environmental or personal exposures.

P rovocative

Report if there are any factors that make the pain better or worse. These can be broad, like noting their shortness of breath worsened when lying flat, or their symptoms resolved during rest. 

Relay how the patient describes their pain or associated symptoms. For example, does the patient have a burning versus a pressure sensation? Are they feeling weakness, stiffness, or pain?

R egion/Location

Indicate where the pain is located and if it radiates anywhere.

Talk about how bad the pain is for the patient. Typically, a 0-10 pain scale is useful to provide some objective measure.

Discuss how long the pain lasts and how often it occurs.

A Case Study

While the OPQRST framework is great when starting out, it can be limiting.

Let’s take an example where the patient is not experiencing pain and comes in with altered mental status along with diffuse jaundice of the skin and a history of chronic liver disease. You will find that certain sections of OPQRST do not apply.

In this event, the HPI is still a story, but with a different framework. Try to go in chronological order. Include relevant details like if there have been any changes in medications, diet, or bowel movements.

Pertinent Positive and Negative Symptoms

Regardless of the framework you use, the name of the game is pertinent positive and negative symptoms the patient is experiencing.

I’d like to highlight the word “pertinent.” It’s less likely the patient’s chronic osteoarthritis and its management is related to their new onset shortness of breath, but it’s still important for knowing the patient’s complete medical picture. A better place to mention these details would be in the “Past Medical History” section, and reserve the HPI portion for more pertinent history.

As you become exposed to more illness scripts, experience will teach you which parts of the history are most helpful to state. Also, as you spend more time on the wards, you will pick up on which questions are relevant and important to ask during the patient interview.  

By painting a clear picture with pertinent positives and negatives during your presentation, the history will guide what may be higher or lower on the differential diagnosis.

Some other important components to add are the patient’s additional past medical/surgical history, family history, social history, medications, allergies, and immunizations.

The HEADSSS Method

Particularly, the social history is an important time to describe the patient as a complete person and understand how their life story may affect their present condition.

One way of organizing the social history is the HEADSSS method:

– H ome living situation and relationships – E ducation and employment – A ctivities and hobbies – D rug use (alcohol, tobacco, cocaine, etc.) Note frequency of use, and if applicable, be sure to add which types of alcohol consumption (like beer versus hard liquor) and forms of drug use. – S exual history (partners, STI history, pregnancy plans) – S uicidality and depression – S piritual and religious history  

Again, there’s a lot of variation in presenting social history, so just follow the lead of your team. For example, it’s not always necessary/relevant to obtain a sexual history, so use your judgment of the situation.

4. Review of Symptoms

Oftentimes, most elements of this section are embedded within the HPI. If there are any additional symptoms not mentioned in the HPI, it’s appropriate to state them here.

5. Objective

Vital signs.

Some attendings love to hear all five vital signs: temperature, blood pressure (mean arterial pressure if applicable), heart rate, respiratory rate, and oxygen saturation. Others are happy with “afebrile and vital signs stable.” Just find out their preference and stick to that. 

Physical Exam  

This is one of the most important parts of the patient presentation for any specialty. It paints a picture of how the patient looks and can guide acute management like in the case of a rigid abdomen. As discussed in the HPI section, typically you should report pertinent positives and negatives. When you’re starting out, your attending and team may prefer for you to report all findings as part of your learning.

For example, pulmonary exam findings can be reported as: “Regular chest appearance. No abnormalities on palpation. Lungs resonant to percussion. Clear to auscultation bilaterally without crackles, rhonchi, or wheezing.”

Typically, you want to report the physical exams in a head to toe format: General Appearance, Mental Status, Neurologic, Eyes/Ears/Nose/Mouth/Neck, Cardiovascular, Pulmonary, Breast, Abdominal, Genitourinary, Musculoskeletal, and Skin. Depending on the situation, additional exams can be incorporated as applicable.

Now comes reporting pertinent positive and negative labs. Several labs are often drawn upon admission. It’s easy to fall into the trap of reading off all the labs and losing everyone’s attention. Here are some pieces of advice: 

You normally can’t go wrong sticking to abnormal lab values. 

One qualification is that for a patient with concern for acute coronary syndrome, reporting a normal troponin is essential. Also, stating the normalization of previously abnormal lab values like liver enzymes is important.

Demonstrate trends in lab values.

A lab value is just a single point in time and does not paint the full picture. For example, a hemoglobin of 10g/dL in a patient at 15g/dL the previous day is a lot more concerning than a patient who has been stable at 10g/dL for a week.

Try to avoid editorializing in this section.

Save your analysis of the labs for the assessment section. Again, this can be a point of personal preference. In my experience, the team typically wants the raw objective data in this section.

This is also a good place to state the ins and outs of your patient (if applicable). In some patients, these metrics are strictly recorded and are typically reported as total fluid in and out over the past day followed by the net fluid balance. For example, “1L in, 2L out, net -1L over the past 24 hours.”

6. Diagnostics/Imaging

Next, you’ll want to review any important diagnostic tests and imaging. For example, describe how the EKG and echo look in a patient presenting with chest pain or the abdominal CT scan in a patient with right lower quadrant abdominal pain.

Try to provide your own interpretation to develop your skills and then include the final impression. Also, report if a diagnostic test is still pending.

7. Assessment/Plan

This is the fun part where you get to use your critical thinking (aka doctor) skills! For the scope of this blog, we’ll review a problem-based plan.

It’s helpful to begin with a summary statement that incorporates the one-liner, presenting issue(s)/diagnosis(es), and patient stability.

Then, go through all the problems relevant to the admission. You can impress your audience by casting a wide differential diagnosis and going through the elements of your patient presentation that support one diagnosis over another. 

Following your assessment, try to suggest a management plan. In a patient with congestive heart failure exacerbation, initiating a diuresis regimen and measuring strict ins/outs are good starting points.

You may even suggest a follow-up on their latest ejection fraction with an echo and check if they’re on guideline-directed medical therapy. Again, with more time on the clinical wards you’ll start to pick up on what management plan to suggest.

One pointer is to talk about all relevant problems, not just the presenting issue. For example, a patient with diabetes may need to be put on a sliding scale insulin regimen or another patient may require physical/occupational therapy. Just try to stay organized and be comprehensive.

A Note About Patient Presentation Skills

When you’re doing your first patient presentations, it’s common to feel nervous. There may be a lot of “uhs” and “ums.”

Here’s the good news: you don’t have to be perfect! You just need to make a good faith attempt and keep on going with the presentation.

With time, your confidence will build. Practice your fluency in the mirror when you have a chance. No one was born knowing medicine and everyone has gone through the same stages of learning you are!

Practice your presentation a couple times before you present to the team if you have time. Pull a resident aside if they have the bandwidth to make sure you have all the information you need. 

One big piece of advice: NEVER LIE. If you don’t know a specific detail, it’s okay to say, “I’m not sure, but I can look that up.” Someone on your team can usually retrieve the information while you continue on with your presentation.

Example Patient Case Presentation Template

Here’s a blank patient case presentation template that may come in handy. You can adapt it to best fit your needs.  

Chief Complaint:

History of Present Illness:

Past Medical History:

Past Surgical History:

Family History:

Social History:

Medications:

Immunizations:

Vital Signs : Temp ___ BP ___ /___ HR ___ RR ___ O2 sat ___

Physical Exam:

General Appearance:

Mental Status:

Neurological:

Eyes, Ears, Nose, Mouth, and Neck:

Cardiovascular:

Genitourinary:

Musculoskeletal:

Most Recent Labs:

Previous Labs:

Diagnostics/Imaging:

Impression/Interpretation:

Assessment/Plan:

One-line summary:

#Problem 1:

Assessment:

#Problem 2:

Final Thoughts on Patient Presentations

I hope this post demystified the patient presentation for you. Be sure to stay organized in your delivery and be flexible with the specifications your team may provide.  

Something I’d like to highlight is that you may need to tailor the presentation to the specialty you’re on. For example, on OB/GYN, it’s important to include a pregnancy history. Nonetheless, the aforementioned template should set you up for success from a broad overview perspective.  

Stay tuned for my next post on how to give an ICU patient presentation. And if you’d like me to address any other topics in a blog, write to me at [email protected] !

Looking for more (free!) content to help you through clinical rotations? Check out these other posts from Blueprint tutors on the Med School blog:

• How I Balanced My Clinical Rotations with Shelf Exam Studying
• How (and Why) to Use a Qbank to Prepare for USMLE Step 2
• How to Study For Shelf Exams: A Tutor’s Guide

About the Author

Hailing from Phoenix, AZ, Neelesh is an enthusiastic, cheerful, and patient tutor. He is a fourth year medical student at the Keck School of Medicine of the University of Southern California and serves as president for the Class of 2024. He is applying to surgery programs for residency. He also graduated as valedictorian of his high school and the USC Viterbi School of Engineering, obtaining a B.S. in Biomedical Engineering in 2020. He discovered his penchant for teaching when he began tutoring his friends for the SAT and ACT in the summer of 2015 out of his living room. Outside of the academic sphere, Neelesh enjoys surfing at San Onofre Beach and hiking in the Santa Monica Mountains. Twitter: @NeeleshBagrodia LinkedIn: http://www.linkedin.com/in/neelesh-bagrodia

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