Alfi Surgery /English edition
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Common Anal Conditions · Version 2.0

Chapter 17 — Getting the Examination Right — Systematic and Tolerable

Dr. Tamer Rushdy Elalfy · 8 min read

In this chapter
  1. 1. The Five-Step Systematic Examination
  2. 2. When to Stop and Book an Examination Under Anaesthesia
  3. 3. Why Clock Faces Fail
  4. 4. Examination Traps
  5. 5. Role-Targeted Action Boxes
  6. The Patient in Front of You — Chapter 17 Mini-Case
  7. Board-Style Question — Chapter 17
  8. Ten-Item Rapid Revision Checklist — Chapter 17
  9. Five Most Dangerous Mistakes — Chapter 17
  10. Suggested Figure and Table Captions for the Medical Illustrator — Chapter 17

Purpose: a systematic, gentle examination finds what the history hides — and recognises when to stop and examine under anaesthesia instead.

🎨 INFOGRAPHIC / VISUAL BLUEPRINT — CHAPTER 17

  • Chapter colour palette: Bright Cyan (#0E7490) header bar, Aqua Mist (#ECFEFF) panels, Deep Navy (#164E63) text.
  • Hero graphic: A five-step strip — 01 Prepare → 02 Inspect and strain → 03 Palpate → 04 Anoscopy → 05 Document anatomically — beside a “why clock faces fail” panel showing one posterior lesion acquiring different clock numbers in different positions, with a red slash over the clock and green ticks on anterior, posterior, left lateral, right lateral.
  • Icon set: Chaperone figures, lubricant tube, gloved finger, slotted anoscope, crossed-out clock, compass rose.
  • Bedside aphorism banner: “Never force a painful examination. If the patient cannot tolerate your finger or the anoscope, stop and book an examination under anaesthesia.”

1. The Five-Step Systematic Examination

Table 17.1 — Five steps

StepTechniqueLooking or feeling forPearl
01 PrepareExplain each step; obtain consent; chaperone; left lateral (Sims) position with hips flexed, at the edge of the couch, under good lightA relaxed, informed patient🟢 Check Appendix C first (neutropenia, thrombocytopenia, sharp foreign body, child abuse concerns)
02 Inspect (rest and strain)Part the buttocks gently; ask the patient to bear downTags, thrombosis, fissure, fistula openings, pilonidal pits, dermatitis, warts, ulcers, prolapse (rings or grooves)🟢 Most fissures and external thromboses are diagnosed here, without inserting a finger
03 Palpate (DRE)Generous lubricant (lidocaine gel if tender, waiting 5–10 min); rest the finger pad on the verge, then enter slowly as the patient bears down; sweep 360°; assess prostate or cervixResting tone, squeeze, push manoeuvre, masses, induration, deep tenderness, stool, blood, mucus, pus on the glove🔴 Severe pain or spasm → stop; consider EUA
04 AnoscopyLubricated anoscope with obturator; withdraw the obturator; inspect the cushions and dentate line while the patient strains gently; remove before rotatingInternal haemorrhoids (not palpable), crypts, internal openings, proctitis, low polyps or tumours🟡 Every new “haemorrhoid” patient where available (AGA 2026)
05 DocumentPosition, chaperone, findings by anatomical quadrant and distance from the vergeAnterior, posterior, left lateral, right lateral (± anterolateral, posterolateral)🔴 Never use clock-face numbers alone

2. When to Stop and Book an Examination Under Anaesthesia

  1. Severe spasm or intolerable pain despite topical lidocaine with an adequate dwell time.
  2. Suspected deep intersphincteric or supralevator abscess (fever, deep rectal pain, normal skin).
  3. Atypical, ulcerated, or complex disease needing biopsy, probing, seton placement, or drainage.
  4. Children or patients unable to cooperate, when examination is essential.

3. Why Clock Faces Fail

Table 17.2 — The same posterior midline lesion in different positions

PositionCommon clock descriptionProblem
Lithotomy (supine, legs raised)6 o’clockAssumes the examiner faces the perineum with 12 o’clock anterior
Prone jack-knifeOften 12 o’clockMany surgeons place 12 o’clock at the sacrum in this position — conventions vary
Left lateral (Sims)Variable (3 or 9 o’clock, or 6 o’clock by some)No universal convention
Any position“Posterior midline, 1 cm from the verge”Unambiguous — use anatomical terms

Algorithm 17.1 — The tolerable anorectal examination

[PATIENT NEEDS AN ANORECTAL EXAMINATION]
|
+-- CHECK APPENDIX C FIRST: neutropenia, severe
|   thrombocytopenia, sharp foreign body, child-abuse
|   concern -> visual inspection only / specialist route
|
+-- Consent + chaperone + left lateral + good light
|   -> inspect at rest and on straining
|
+-- Severe pain or spasm, OR deep sepsis suspected?
|     +-- typical midline fissure, afebrile
|     |     -> treat the fissure; defer DRE/anoscopy
|     +-- fever, atypical ulcer, mass, or abscess
|           -> stop; urgent EUA
|
+-- Tolerable -> lidocaine gel (5-10 min dwell)
    -> DRE: rest tone, squeeze, push, masses, glove
    -> anoscopy: cushions, dentate line, mucosa
    -> document by ANATOMICAL quadrant + distance

4. Examination Traps

Table 17.3 — What a normal-looking examination can miss

TrapWhyRemedy
“DRE negative for haemorrhoids”Internal haemorrhoids are soft and collapse under the fingerAnoscopy
Normal skin, febrile patientIntersphincteric or supralevator abscessFeel for a tender bulge; EUA or imaging
No prolapse on the couchProlapse may appear only on straining on the toiletExamine seated on a commode or straining
Fissure spasm prevents DREA low rectal tumour can hide behind itTreat spasm and re-examine in 2–3 weeks, or EUA
Groins not examinedInguinal nodes signal anal cancer or infectionExamine both groins

5. Role-Targeted Action Boxes

🚑 ER DOCTOR ACTION BOX

  • Internal haemorrhoids are invisible to your finger. Never write “DRE negative for haemorrhoids” — anoscopy shows haemorrhoids; DRE finds masses, tone, and deep abscesses.

🩺 FAMILY MEDICINE / GP CLINIC BOX

  • Give lidocaine gel time to work: apply to the verge, finish the history (5–10 minutes), then examine.

🏥 ER & WARD NURSE CARE AND SBAR BOX

  • Positioning makes or breaks the examination: help the patient to the edge of the couch in left lateral with hips flexed and knees drawn up.

💊 CROSS-SPECIALTY PRESCRIBING TRAP

  • An incomplete examination is not a reason for empirical cream without follow-up. Book EUA if red flags exist, or a re-examination in 2–3 weeks once spasm is treated.

⛔ NEVER DO THIS

  • Never force an examination or restrain a patient for it.
  • Never document by clock face alone.
  • Never examine without a chaperone offered.

📝 COMMON DOCUMENTATION ERROR

  • Missing: position, chaperone, consent, resting tone versus squeeze, and distance from the verge.

📨 REFERRAL URGENCY BOX

UrgencyClinical triggerWho and how fast
🔴 SAME-DAYExamination impossible with fever or suspected abscessUrgent EUA
🟡 URGENTMass, ulcer, induration, or nodes foundBiopsy pathway (Chapter 07)
🟢 ROUTINEIncomplete examination due to fissure spasm, no red flagsRe-examine in 2–3 weeks

The Patient in Front of You — Chapter 17 Mini-Case

🧑‍⚕️ THE PATIENT IN FRONT OF YOU

A 41-year-old man is listed for “excision of a thrombosed external nodule and fistulotomy at 3 o’clock”. The clinic note does not state the examination position or convention. In theatre he is placed prone jack-knife, and the resident prepares to operate on the right lateral side.

Step 1 Recognise the ambiguity: “3 o’clock” means different walls in different positions and conventions — the note cannot be interpreted safely.

Step 2 Verify anatomically: pause, examine the full circumference under anaesthesia, and confirm the actual lesion and tract before incising.

Step 3 Fix the system: adopt anatomical-quadrant documentation (anterior, posterior, left lateral, right lateral, plus distance from the verge) in all clinic, ER, and operative notes.

Board-Style Question — Chapter 17

A 37-year-old man has had 10 days of severe anal pain and a temperature of 38.1 °C. Despite lidocaine gel for 10 minutes, he cannot tolerate a touch at the verge. What is the best next step?

  • A. Have assistants restrain him and complete the DRE
  • B. Document “non-compliant” and discharge on oral ciprofloxacin
  • C. Stop and arrange an urgent examination under anaesthesia
  • D. Routine review in 6 weeks

Answer and explanation

  • ❌ A Forcing the examination is unethical, traumatic, and unreliable.
  • ❌ B Antibiotics without diagnosis mask an undrained abscess; “non-compliant” is a documentation error.
  • ✅ C Correct. Fever with intolerable pain suggests an intersphincteric or deep abscess; EUA allows diagnosis and drainage in one sitting.
  • ❌ D A 6-week delay is dangerous in a febrile patient.

Ten-Item Rapid Revision Checklist — Chapter 17

  • 01 I check Appendix C before any rectal examination.
  • 02 I obtain consent and offer a chaperone.
  • 03 I inspect at rest and on straining before inserting a finger.
  • 04 I allow 5–10 minutes for lidocaine gel to work.
  • 05 I record resting tone, squeeze, and push separately.
  • 06 I use anoscopy to see internal haemorrhoids.
  • 07 I stop and book EUA when pain prevents a safe examination.
  • 08 I examine both groins when a lesion is found.
  • 09 I document by anatomical quadrant and distance from the verge.
  • 10 I arrange re-examination when the first examination was incomplete.

Five Most Dangerous Mistakes — Chapter 17

  1. ⚠️ Forcing a DRE in acute fissure or abscess.
  2. ⚠️ Writing “no haemorrhoids” after a DRE alone.
  3. ⚠️ Using clock-face notation without position and convention.
  4. ⚠️ Missing a deep abscess because the skin looked normal.
  5. ⚠️ Treating empirically after an incomplete examination with no follow-up.

Suggested Figure and Table Captions for the Medical Illustrator — Chapter 17

  • Figure 17.1. Five-step examination strip.
  • Figure 17.2. Why clock faces fail: one lesion, three positions.
  • Figure 17.3. Correct left lateral (Sims) positioning.
  • Table 17.1. The five-step examination.
  • Table 17.2. Clock-face descriptions by position.
  • Table 17.3. Examination traps.
  • Algorithm 17.1. The tolerable anorectal examination.