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Identifying Underlying Conditions: A Guide for Patients and Caregivers

Why finding the underlying cause matters

When you or someone you care for has ongoing symptoms, finding the root cause can improve treatment choices and outcomes. Many symptoms such as fatigue, pain, or shortness of breath can come from different conditions. A clear plan that combines history, exam, and the right tests helps your care team narrow the possibilities and guide next steps.

What to share at your appointment

Track symptoms clearly

Keep a simple diary that notes

  • What the symptom feels like and where it is
  • When it started, how often it happens, and how long it lasts
  • What makes it better or worse
  • Any impact on sleep, mood, or daily activities

Bring this record to each visit. Clear timelines help your clinician connect patterns and choose the most useful tests.

List all medicines and supplements

Write down every prescription, over the counter medicine, vitamin, and herbal product you take. Include doses and how often you use them. Some symptoms are caused or worsened by side effects or interactions. If you notice a new symptom after starting a medicine, record the date and tell your clinician.

Document personal and family history

Include prior conditions, surgeries, allergies, and exposures at work or home. Add a family tree with major diagnoses and ages at diagnosis when known. Family health history can reveal patterns that raise or lower the chance of specific conditions and can guide screening and referrals.

Advocates are free because insurance covers them
Advocates are free because insurance covers them

What your clinician may do

History and physical exam

Your clinician will ask detailed questions and perform a head to toe exam. Findings from this step point to likely causes and help avoid unnecessary testing. Expect questions about onset, severity, triggers, travel, infections, sleep, mood, and daily function.

Common initial tests

Your plan may include one or more of the following

  • Blood tests such as complete blood count to check red and white blood cells and platelets, metabolic panel to assess kidney, liver, and electrolyte status, thyroid tests such as TSH and related hormones, and A1C to screen for diabetes
  • Urinalysis to look for infection, blood, or protein
  • Electrocardiogram for heart rhythm when symptoms suggest a cardiac cause
  • Stool tests or other targeted labs based on your history and exam

Results are interpreted together with your story and exam. One test rarely explains everything. Your clinician may repeat a test or use a different method to confirm a finding.

Imaging and other tests

Imaging is ordered when it is likely to change care, based on symptoms and exam. Options include X ray, ultrasound, CT, MRI, and others. Some conditions require nerve testing, sleep studies, or endoscopy. Your team should explain why a test is needed, what it can and cannot show, and what the next steps will be after the result.

When urgent symptoms need emergency care

Call 911 now if you notice any of the following

  • Signs of possible stroke such as sudden weakness or numbness on one side, sudden trouble speaking or understanding, sudden trouble seeing, sudden trouble walking, or a sudden severe headache with no known cause
  • Signs of possible heart attack such as chest pressure or pain that may spread to the arm, back, neck, or jaw, shortness of breath, breaking out in a cold sweat, nausea, or lightheadedness

Do not drive yourself. Fast action saves brain and heart tissue and improves outcomes.

Working with specialists and getting a second opinion

When to consider genetic counseling

Consider genetic counseling when a condition runs in the family, when you or your child has features that suggest a genetic condition, or when you are planning a pregnancy and have questions about inherited risks. A genetics professional can review your family history, explain testing options, and support informed choices.

Talk to an Advocate (646) 904-4027
Talk to an Advocate (646) 904-4027

Navigating common scenarios

Fatigue

Fatigue can come from anemia, thyroid disease, sleep disorders, infections, mood disorders, medication effects, or chronic conditions. Clues include heavy menstrual bleeding, snoring or witnessed apneas, weight change, heat or cold intolerance, sadness or loss of interest, and recent medication changes. Your clinician may order blood counts, iron studies, thyroid tests, A1C, and sleep evaluation when indicated.

Numbness or tingling

Numbness or tingling can result from diabetes, vitamin deficiencies, nerve compression, autoimmune disease, or medication effects. Your evaluation may include blood sugar testing, vitamin B12 and related labs, a neurologic exam, and nerve studies when appropriate. Report any sudden weakness, severe back pain with new bladder or bowel problems, or numbness spreading quickly, which needs urgent care.

Sleep problems

Loud snoring, pauses in breathing during sleep, and daytime sleepiness can signal sleep apnea. Diagnosis usually requires a sleep study at home or in a lab. Treating sleep apnea can improve blood pressure, mood, and energy, and reduces risks for the heart and brain.

How caregivers can help

Caregivers play a vital role in preparing information, sharing observations the patient may not notice, and supporting follow through on testing and treatment plans.Bring a short list of top questions, take notes during visits, and ask for a clear summary of the plan before you leave.If instructions are not clear, ask for plain language and written steps.

For personalized help from an Understood Care advocate, call (646) 904-4027 or book at https://app.understoodcare.com/

We can coordinate care for neuropathy so you are not alone
We can coordinate care for neuropathy so you are not alone

Prepare and partner for safer diagnosis

  • Before the visit, gather your symptom diary, medicine list, and family history
  • During the visit, ask what the most likely causes are, what the clinician is ruling out, which test is first and why, and when to follow up
  • After the visit, review results in your portal, ask about any unexpected or concerning results, and confirm how you will be contacted and what to do if symptoms change

If you experience a serious side effect from a medicine or device, tell your clinician and report it through the appropriate safety program. You can also ask your pharmacist for help understanding side effects and interactions.

Related Understood Care support

If you want hands on help gathering records, preparing questions, coordinating referrals, or seeking a second opinion, Understood Care advocates can support you. See the related Understood Care resources listed in the References.

Your story is bigger than pain.  We can help you find relief.
Your story is bigger than pain.  We can help you find relief.

References

Related Understood Care resources

This content is for education only and does not replace professional medical advice. If you have new weakness, severe pain, fever with confusion, chest pain, or trouble breathing, call emergency services.

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