How to Develop a Differential Diagnosis: Clinical Reasoning Skills for Med Students
Struggling with differential diagnosis? This medical student blog covers clinical reasoning tips, common mistakes, and strategies for accurate...
Master clinical reasoning in medical school by learning how to apply your book knowledge to real cases and develop real-world diagnostic thinking skills.
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What is CBL and How is It Typically Structured?
Why It’s Important to Start Early
How to Maximize your time during CBL
Effective Strategies for Succeeding in CBL
Challenges in Transitioning to CBL / Common Mistakes and How to Avoid Them
Step Exam Integration: How CBL Prepares You for USMLE Success
For many medical students, the transition from book-based learning to Case-Based Learning (CBL) can feel daunting. Which reminds me, when was the last time you opened up a book in medical school? Mine was the first week of medical school! The first two years of medical school often emphasize rote memorization, fact retention, and textbook-heavy study habits. Thankfully, in 2025 we have memory aids such as Sketchy to make acquiring this foundational knowledge much easier. However, as students progress, they must begin thinking like doctors—in other words, applying “book” knowledge to clinical scenarios, developing differential diagnoses, and making patient-centered decisions (i.e. clinical reasoning skills). It all comes down to the application of what you spent so many hours learning.
In essence, CBL is designed to bridge the gap between theoretical learning and real-world application. Instead of passively absorbing information, students engage with cases that simulate actual patient encounters, requiring them to analyze symptoms, prioritize next steps, and think critically. This blog will explore how to successfully shift from book-based learning to case-based learning, providing practical strategies to develop a clinical mindset and excel in case-based discussions.
Zhao et al.1 define case-based learning as an educational method grounded in the analysis of medical records, which is designed to recreate clinical scenarios and prompt students to identify and develop new areas of learning. Students are presented with patient cases, which prompts them to engage in active problem-solving rather than passive studying. Unlike traditional lecture-based learning, where information is delivered in a linear format, CBL requires students to build those clinical reasoning skills, to critically assess patient presentations, formulate differential diagnoses, and determine appropriate diagnostic and management steps. Interestingly enough, the first evidence of CBL was introduced back in 1912 by Dr. James Lorrain Smith, long before what we know as modern medical education was established.2 In 1920, the Harvard Business School adopted the case-based learning method and continues to use it to this day.3 Little did Dr. Smith know that CBL would become a mainstay of medical education.
If you’ve read any of my other blogs (thank you!), you know I’m a sucker for data.
I won’t bore you with too much here—and feel free to follow the citations to read more in depth—but multiple studies have found that CBL enhances medical student and resident clinical practice, problem-solving, and analytical skills.4 Overwhelmingly, studies have shown that students think very highly of CBL, enjoy the degree of creativity and challenge, and prefer electronic CBL methods5 overall.
Another thing to consider is the rapid expansion of accessible information due to the Internet. Since e-learning is a mainstay of undergraduate medical education, especially during and after the COVID-19 pandemic, electronic CBL helps medical students effectively obtain information (even with limited timeframes) and allows them to actively think and ask questions, while also guiding them in the acquisition of new information.6
CBL sessions are typically conducted in small groups or by using virtual platforms, with students working together or independently to analyze cases under the guidance of a facilitator. While structures can vary, most CBL sessions follow a common format:
CBL is particularly valuable because it mirrors real-world medical practice, where physicians must assess evolving patient data and make informed decisions.
Many students approach CBL passively, expecting to absorb knowledge just by participating in discussions. However, actively engaging in case-based learning from the beginning of medical school can yield tremendous benefits:
Starting early with an active approach to CBL ensures that students like yourself internalize clinical reasoning skills before stepping into patient care settings.
To maximize the benefits of CBL, follow some of these tips & tricks:
The learning doesn’t stop once the case has been solved. Focus on identifying knowledge gaps and reviewing unclear concepts you encountered. Rely on the trust flowchart or concept map to summarize key takeaways. And, like everything in medicine, repetition is key. Practice similar cases and engage in practice questions to reinforce your learning.
Adjusting from book-based learning to case-based learning is no small feat - but building strong clinical reasoning early is what sets great med students apart! Here are a few tips I have for making the transition:
The transition to CBL presents unique challenges for medical students. One of the most common mistakes is over-relying on memorization rather than applying foundational knowledge to real clinical scenarios. While memorization has its place, and is made much easier because of Sketchy, true clinical reasoning requires integrating basic science concepts with patient presentations. Additionally, many students avoid uncertainty, fearing that not knowing an answer reflects a lack of understanding. However, uncertainty is an inherent part of medicine, and learning to navigate it is essential for developing problem-solving skills. Lastly, failing to consolidate learning after CBL sessions can hinder long-term retention, as students may move on without fully reinforcing key takeaways.
To overcome these challenges, you should prioritize clinical reasoning over rote memorization by consistently asking yourself why a disease presents a certain way and how different pathophysiologic processes interact. Approaching CBL sessions as active learning opportunities—rather than passive exercises—helps maximize engagement and reinforces a structured thought process. Rather than shying away from uncertainty, students should embrace it as a critical part of medical learning, using it as a prompt to seek deeper understanding. Finally, reviewing each case after the session and connecting it to related topics solidifies knowledge, enhances retention, and builds a more comprehensive understanding of clinical medicine. By shifting their mindset and study approach, students can successfully transition to CBL and develop the problem-solving skills necessary for both patient care and exam success.
The benefits of CBL don’t just help with your in-house exams or on rotations. It is an excellent way to prepare for the USMLE and/or COMLEX exams, as both emphasize clinical reasoning through patient vignettes. The transition from preclinical learning to board exam preparation can feel overwhelming, but engaging with CBL early fosters the skills necessary for success. Much like the Step 1 and Step 2 CK exams, which require analyzing patient cases using clinical reasoning to determine diagnoses and management plans, CBL encourages students to systematically break down patient presentations by integrating knowledge from the basic and clinical sciences. This habit of structured thinking enhances test-taking performance by making complex cases more approachable and manageable.
One of the most valuable skills developed through CBL is the ability to identify key diagnostic clues within a clinical scenario—just as board exam questions require you to recognize critical signs, symptoms, and lab findings to arrive at the correct diagnosis. Additionally, CBL refines decision-making skills, which are essential not only for answering test questions efficiently but also for real-world clinical practice. Students who actively engage in case discussions develop a deeper understanding of disease mechanisms, treatment rationales, and the reasoning behind clinical guidelines, all of which translate directly to board exam success.
By applying CBL principles to practice questions, students reinforce their ability to approach clinical vignettes methodically and strengthen their diagnostic and management skills. This integrated approach ensures that when their test day arrives, they are not only recalling isolated facts but thinking like a physician—an essential mindset for excelling on the USMLE and beyond.
The shift from book-based learning to CBL can feel overwhelming, but embracing it early fosters essential clinical reasoning skills. By integrating basic science knowledge with real-world cases, students strengthen their diagnostic abilities and prepare effectively for both patient care and board exams. CBL isn't just about learning medicine—it's about thinking like a doctor.
A 55-year-old male presents to the emergency department with crushing substernal chest pain radiating to his left arm for the past 30 minutes. He describes it as "a heavy weight" on his chest. He has a history of hypertension, hyperlipidemia, and smoking. His vitals show BP 145/90 mmHg, HR 95 bpm, RR 18, SpO₂ 98% on room air.
Before jumping into the workup, we apply foundational pathophysiology and anatomy concepts to generate a broad differential diagnosis.
System |
Possible Diagnosis |
Basic Science Relevance |
Cardiac |
Acute Coronary Syndrome (ACS) |
Coronary artery occlusion leads to ischemia and myocardial infarction (MI). |
Aortic Dissection |
Weakening of the aortic media (cystic medial degeneration) predisposes to dissection. |
|
Pulmonary |
Pulmonary Embolism (PE) |
Thrombus in pulmonary arteries impairs gas exchange, leading to hypoxia and right heart strain. |
Pneumothorax |
Air in the pleural space disrupts negative intrapleural pressure needed for lung expansion. |
|
Gastrointestinal |
Gastroesophageal Reflux Disease (GERD) |
Acidic contents irritate esophageal mucosa, mimicking cardiac pain (via shared vagal innervation). |
Esophageal Spasm |
Uncoordinated contractions of the esophagus can cause chest pain similar to angina. |
Key takeaway: Understanding the embryology and autonomic innervation of the thorax helps differentiate cardiac vs. non-cardiac causes of pain. The heart and esophagus share vagal afferents, explaining why esophageal pain can mimic angina.
Since ACS is the most likely diagnosis, we apply basic science principles to understand how an MI develops.
Applying clinical pathology principles, we order key tests:
Test |
Basic Science Rationale |
ECG |
ST-segment elevations indicate transmural ischemia (STEMI), while ST depressions/T-wave inversions suggest subendocardial ischemia (NSTEMI). |
Troponin I/T |
Released when cardiac myocytes undergo irreversible necrosis due to prolonged ischemia. |
Chest X-ray |
Rules out pneumothorax, aortic dissection, and pulmonary pathology. |
D-dimer (if PE suspected) |
Elevation suggests thrombotic disease; however, not specific for PE. |
If STEMI is confirmed:
Drug |
Mechanism of Action |
Physiology Ties |
Aspirin |
Irreversibly inhibits COX-1, reducing thromboxane A₂ production. |
Prevents platelet aggregation. |
Heparin |
Activates antithrombin III, inactivating thrombin. |
Reduces clot propagation. |
Beta-blockers |
Reduce heart rate and myocardial oxygen demand. |
Prevent ischemic progression. |
Nitrates |
Vasodilate veins → Reduce preload and myocardial wall stress. |
Improves perfusion. |
Bridging to Step Exams and Clinical Rotations
How This Case Helps on Step Exams:
Practicing cases like this helps students develop a systematic approach to clinical problem-solving, making CBL an essential tool for both real-world medicine and exam success.
1 Zhao, W., He, L., Deng, W. et al. The effectiveness of the combined problem-based learning (PBL) and case-based learning (CBL) teaching method in the clinical practical teaching of thyroid disease. BMC Med Educ 20, 381 (2020). https://doi.org/10.1186/s12909-020-02306-y
2 Sturdy S. Scientific Method for Medical Practitioners: The case method of teaching pathology in early twentieth-century Edinburgh. Bull Hist Med 2007; 81(4)760–792
3 Thistlethwaite, J. E., Davies, D., Ekeocha, S., Kidd, J. M., MacDougall, C., Matthews, P., … Clay, D. (2012). The effectiveness of case-based learning in health professional education. A BEME systematic review: BEME Guide No. 23. Medical Teacher, 34(6), e421–e444. https://doi.org/10.3109/0142159X.2012.680939
4 Williams B. Case based learning—a review of the literature: is there scope for this educational paradigm in prehospital education? Emerg Med J. 2005;22(8):577–81.
Nair SP, Shah T, Seth S, Pandit N, Shah GV. Case based learning: a method for better understanding of biochemistry in medical students. J Clin Diagn Res Jcdr. 2013;7(8):1576–8.
5 Thistlethwaite, J. E., Davies, D., Ekeocha, S., Kidd, J. M., MacDougall, C., Matthews, P., … Clay, D. (2012). The effectiveness of case-based learning in health professional education. A BEME systematic review: BEME Guide No. 23. Medical Teacher, 34(6), e421–e444. https://doi.org/10.3109/0142159X.2012.680939
6 Schittek M, Mattheos N, Lyon H, Attström R. Computer assisted learning. A review. Eur J Dent Educ. 2001;5(3):93–100.
Hendricson WD, Panagakos F, Eisenberg E, McDonald J, Guest G, Jones P, Johnson L, Cintron L. Electronic curriculum implementation at north American dental schools. J Dent Educ. 2004;68(10):1041–57.
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