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A Simple Brief Guide to the Executive Physical Exam Checklist

July 8, 2025

Brief Guide to the Executive Physical Exam Checklist

Annual physical examinations are important for diagnosing potential medical issues in their earliest and most treatable stages. Doctors often rely on an executive physical exam checklist to ensure they don’t miss any important details during a checkup. In this article, Adult Medicine Concierge explains what is included on an executive physical exam checklist and why.

 

What is an Executive Physical Exam?

 

An executive physical exam looks at your medical history, lifestyle, and risk factors, including health screenings and blood tests. It aims to spot risks early and provide a complete view of your health. A typical executive physical exam checklist includes blood pressure, cholesterol, and blood sugar tests. Vision and hearing tests can improve mental clarity, while weight assessments give important health information. 

What’s the Focus of an Executive Physical Exam?

In concierge medicine, the physical exam goes beyond a quick check-up. It’s a thorough process focused on early detection of health issues. Your doctor gains a comprehensive understanding of your health, facilitating the creation of a personalized plan to maintain your well-being. Early detection can stop minor concerns from developing into significant health problems.

Preparing for Your Physical Exam: What to Expect

Here are some tips to help you prepare for your physical exam:

For an effective executive physical exam, schedule your appointment well in advance. During the visit, be ready to discuss your complete medical history, including prior illnesses, surgical procedures, and current medications. Bring any personal health records you may have.

Prior to your appointment, complete comprehensive health questionnaires. Document past illnesses, surgeries, medications, and any allergies. Additionally, provide a detailed family health history. This allows your physician to identify potential risks and tailor the examination to your specific requirements.

What to Ask Your Doctor

It’s important to know what your exam covers. Your doctor will explain the scope— what will be checked, tested, or discussed. This makes sure you understand the benefits of a thorough assessment. Ask questions upfront to stay informed.

Talk to your doctor about any concerns you have. Be honest about your habits and lifestyle so they can provide you with sound advice. Clear communication makes your exam more effective and tailored to you. 

Share your daily routines with your doctor—your eating habits, exercise routines, sleep patterns, and stress levels. These details can uncover hidden risks or areas for improvement. Lifestyle factors significantly impact your health and should be included in the exam conversation.

The Complete Executive Physical Exam Checklist

“A physical exam in concierge care follows a clear plan,” says Dr. Lopez. “It’s designed to assess your overall health and address any specific concerns you have. Each step is tailored to your age, lifestyle, and health risks.”

In concierge medicine, an executive physical exam checklist includes:

Medical History Review

  • Your Personal Medical History – We ask about past illnesses, surgeries, allergies, and any ongoing health issues. Knowing your family history helps identify genetic risks, such as heart disease or diabetes.
  • Lifestyle and Habits – Your habits influence your health. Expect questions about your diet, exercise routines, smoking, alcohol use, and mental health. These details guide personalized health advice.

Vital Signs and Basic Checks

  • Blood Pressure and Heart Rate – High blood pressure can lead to heart problems. Checking your pulse and blood pressure gives a clear picture of your cardiovascular health.
  • Height, Weight, and BMI – Measuring these helps assess if you’re at a healthy weight. Obesity or being underweight can increase health risks.
  • Respiratory Rate and Temperature – These quick checks can reveal signs of infection, allergies, or other health issues.

Physical Examination

  • Check your eyes, ears, nose, and throat for clarity and signs of infections or allergies.
  • Listen to your heart and lungs with a stethoscope to spot any abnormal sounds.
  • Press on your abdomen to identify tenderness or enlarged organs.
  • Assess your joints, muscles, and movement for mobility and strength.
  •  Inspect your skin for any concerning moles or rashes.
  • Conduct neuro tests for reflexes, balance, and cognitive function to find neurological issues early. 

Preventive Screenings and Tests

  • Risk-Based Screenings – Based on your age and health, your doctor might recommend blood tests for cholesterol, blood sugar, or other markers. Mammograms, colonoscopies, and other cancer screenings may need to be scheduled.
  • Vaccination Check – Your immunization records are reviewed. You may need updates to stay protected.
  • Specialized Tests – If necessary, your doctor may order advanced tests, such as heart stress tests or lung scans, to gain more specific insights.

Advanced Diagnostics and Screening Tests

 

  • To better understand your health and create a personalized treatment plan, Dr. Lopez may suggest blood tests, including lipid profiles, blood sugar, and hormone levels.  
  • For early detection of underlying health problems, comprehensive imaging techniques like ultrasounds, scans, and cardiac imaging offer precise visualization of internal organs.
  • After tests, we utilize the results to develop a customized health strategy, which may include lifestyle changes, medications, or additional screenings.

 

Post-Exam Follow-Up and Patient Education

 

  • Developing a Personalized Health Plan – We will establish a plan that manages risk factors and emphasizes prevention. This may involve dietary advice, exercise routines, or medication adjustments.
  • Education and Lifestyle Counseling – Understand how daily choices affect your health.
  • Topics like nutrition, exercise, sleep, and stress management are vital. Ongoing coaching encourages lasting positive change.
  • Scheduling Regular Reassessments – Plan future visits based on your age, health history, and exam findings. Regular checkups keep your health on track and catch new issues early.

Prioritize Your Health Today!

Regular physical exams offer one of the best ways to maintain long-lasting health. Preventive care can save time, money, and stress. By following an executive physical exam checklist, doctors can arrive at an accurate diagnosis and develop a treatment plan that addresses a patient’s unique needs. Contact Adult Medicine Concierge today to schedule your exam.

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At Adult Medicine Concierge in Jupiter, FL, Dr. Irma Lopez provides primary care and concierge medicine services to residents of Palm Beach County.

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