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Health Assessment Overview
General Survey
Immediate observational overview of a patient’s overall health and physical condition.
• Can help identify major signs of distress
• Physical appearance, behavior/ mood, body structure/ mobility
Health Assessment
• A health assessment involves the collection, clinical judgment, and evaluation of data to plan and deliver patient-centered care while accounting for the client's preferences, goals, and needs.
• The health assessment identifies the needs of the client that will be addressed by the health care team to assist the client in achieving their highest level of health possible.
Comprehensive
• Head-to-toe (10 min bedside assessment)
Focused
• Core (vital) organs + relevant based on complaints
What is NORMAL? What is ABNORMAL?
• Occurs naturally, quickly (usually faster than you can say out loud)
• Starts developing your clinical judgment
Types of Data
Subjective
• information from the patient’s point of view, complaints, including feelings, perceptions, and concerns
• Difficulty breathing
• Chest Pain
• Feel depressed
Objective
• observable and measurable data (“signs”) obtained through observation, physical examination, and lab + diagnostic findings
• HR 120 bpm
• RR 30 bpm
• BP 145/99
• Excessive sweating
• Tachycardia
• Flat affect: no facial expression
Assessment Techniques
• Use ALL the senses—sight, smell, touch, and hearing—to gather data during physical examination
Skills performed one at a time:
Inspection: what I see
Auscultation: what I hear
Palpitation: What I feel
Percussion: What I hear
Inspection
• “Concentrated watching”
• Begins the moment you meet the person, developing general survey
• Always comes first in the assessment sequencing
• Always maintain modesty
• Train eyes to inspect each body system, comparing left to right (symmetry) and identifying abnormalities
• Notice skin tone, rashes, bruising, breathing patterns, wounds
• Observe for affect and mood
• Tools: penlight, otoscope, tongue depressor
Palpation
use hands to feel for data.
Ulnar surface (vibration), dorsal surface back of hand (temp), fingertips
Percussion
tapping to hear difference
Auscultation
stethoscope listening on skin
doppler
Health History
Key elements – use PLEASE acronym:
P • Past medical history
L • Last oral intake
E • Events leading to illness/injury
A • Allergies & reaction
S • Symptoms & chief complaint
E • Each prescribed medication, OTC med, and herbal supplements
Health History
• Reason for seeking care (chief complaint)
• Brief statement in the patient’s own words that describes the reason for their visit – always place in quotations if patient able to verbalize.
• EX: “Chest pain x2 hours”
• Includes:
• History of present illness (HPI):
• O - Onset
• L – Location
• D – Duration
• C – Characteristics
• A – Aggravating and alleviating factors
• R – Related symptoms
• T – Treatment
• S – Severity
Social determinants of health
• Financial stability
• Education
• Social & community aspects
• Access to health care
• Neighborhood & environment in which client lives & works
Medical History (PMH)
• Childhood illnesses,
• Major injuries
• Chronic illnesses
• Prior hospitalizations
• Immunizations
• Health maintenance (dental, vision, annual visits/labs,
screenings),
Past Surgical History
• List of any prior surgeries
Allergies
• Environmental
• Medications
• Foods
Current Medications
• Prescription
• OTC
• Supplements
Family history
• Trying to highlight diseases and conditions for which a patient may be at increased risk
• Typically inquire about immediate family (mother, father, siblings, paternal and maternal grandparents), noting alive or deceased – cause of death and age of death
• Of significance can include:
• cancers
• heart disease
• neurological disease
• genetic conditions
• diabetes
Activities of Daily Living
• Functional assessment of activities of daily living
(ADLs)
• Measures a person’s self-care ability in the areas of general physical health
• ADLs include bathing, dressing, toileting, eating, walking
• Instrumental ADLs include housekeeping, shopping,
cooking, doing laundry, using the telephone, managing
finances, nutrition, social relationships, self-concept and
coping, and home environment
Nursing Process
• Assessment- Gather information, collect subjective and objective data
• Analysis- Examine subjective and objective data, identify both actual and potential problems
• Planning- Prioritize outcomes and develops interventions
• Implementation- Carry out interventions, monitor progress towards achieving goals
• Evaluation- Evaluate effectiveness of goals andconsider the possibility of revising the plan of care.
Clinical Reasoning Cycle

Therapeutic Communication
• Intentional communication process in which
healthcare staff uses listening skills, empathy, and a
desire to build a professional relationship with the
client to provide holistic and patient-centered care.
• Open-ended questions
• Restating
• Reflection
• Active listening
• AVOID: Dismissing, false reassurance, giving advice