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Purpose of Assessment
Gather subjective + objective data.
Identify strengths, actual & potential health problems, risks, learning needs, support systems, and discharge/referral needs.
Skills of Assessment
Cognitive → critical thinking, analysis.
Problem-solving → applying nursing process.
Psychomotor → hands-on skills.
Affective/Interpersonal → empathy, therapeutic communication.
Ethical → confidentiality, professionalism.
Nursing vs. Medical Diagnosis
Medical diagnosis → disease/treatment focus.
Nursing diagnosis (PES statement) → human response focus.
PES Statement:
P = Problem (diagnostic label)
E = Etiology (related factors)
S = Signs/Symptoms (defining characteristics)
Collecting Data
Subjective (covert): not measurable, what patient tells you (e.g., pain, fatigue).
Objective (overt): measurable, observed (e.g., vital signs, lab values).
Sources:
Primary → patient.
Secondary → family, records, healthcare team.
The Interview & Health History
Internal Factors (nurse’s qualities)
Liking others, empathy, active listening.
External Factors (environment)
Privacy, quiet space, good lighting, comfortable temperature, minimal distractions, equal-status seating (eye level), avoid standing/note overload.
Four Phases of Interview
Pre-introductory
Review records, SBAR report, plan.
Introductory
Greet, introduce self/role.
Use surname.
State purpose/timeframe.
Ensure confidentiality.
Four Phases of Interview
Working Phase
Open-ended questions (encourage detail).
Closed/direct questions (clarify specifics).
Actively listen, observe nonverbals.
Summary/Closing
Summarize key points.
Clarify, allow patient input.
Teaching/next steps.
Thank patient.
SOLER communication technique:
S = Sit facing patient.
O = Open posture.
L = Lean in slightly.
E = Eye contact (intermittent).
R = Relax.
Using Interpreters
Before: clarify role, pronunciation of name.
During: address patient, not interpreter; avoid jargon; watch nonverbals.
Types of Health History
Initial/Comprehensive → baseline, new patient.
Ongoing/Partial → follow-up.
Focused/Problem-Oriented → specific concern.
Emergency → urgent, rapid.
Components of Health History
Biographical Data: name, age, gender, DOB, contact, referral, occupation, culture, religion, marital status, insurance, advance directives.
Reason for Seeking Care (chief complaint).
History of Present Illness (HPI): use COLDSPA or PQRSTU.
C: Character/quality
O: Onset
L: Location
D: Duration
S: Severity
P: Pattern (provoking/relieving)
A: Associated factors
PQRSTU = Precipitating/Palliative, Quality/Quantity, Region/Radiation, Severity, Timing, Understanding perception.
Components of Health History
Past Health History: hospitalizations, surgeries, chronic illnesses, injuries, allergies, meds, immunizations, transfusions, travel, childhood illnesses, last exam.
Family History: immediate & extended relatives (genetics, chronic conditions).
Review of Systems (ROS): HEENT, respiratory, CV, GI, GU, musculoskeletal, neuro, integumentary, endocrine, immune, hematologic, breasts, general health.
Psychosocial History: daily life, sleep, activity, nutrition, habits, socioeconomic status, religion/spirituality, roles/relationships, environment.
Lifestyle & Health Practices: risk factors, safety, coping, support systems.
Developmental Level: current stage, past milestones.
Documentation Tips
Be accurate, objective, concise.
Use short phrases, standard abbreviations.
Record pertinent negatives (e.g., “denies chest pain”).
Avoid vague terms (“normal,” “usual”).
Date & sign all documentation.
Levels of Care
Primary → prevention, wellness, general care.
Secondary → specialty, acute care, diagnosis/treatment.
Tertiary → advanced/specialized care, rehabilitation, long-term management.