Foundations of Care: Health and Physical Assessment

Foundations of Care: Environmental Setting and Communication

  • Establishing Rapport: The initial phase involves establishing a relationship and explaining the procedure to the client.

  • Ensuring Privacy and Comfort:

    • Maintenance of room temperature at a comfortable level.

    • Provision of sufficient lighting.

    • Avoidance of interruptions.

    • Removal of distractions including noise or unnecessary objects.

  • Interview Stance:

    • The nurse should sit down during the interview to avoid physical barriers such as a desk.

    • Maintenance of an appropriate social distance.

    • Maintenance of eye level with the client.

  • Communication Techniques: Use therapeutic communication and open-ended questions to gather data about symptoms and concerns. Nurses must allow time for the client to ask questions.

  • Cultural and Religious Considerations: Consider specific characteristics such as language (need for an interpreter), values, beliefs, health practices, eye contact, and touch norms.

  • Interview Focus: Note-taking should be kept to a minimum to keep the client as the focus. Electronic or paper standardized forms can help decrease the need for extensive note-taking.

Health and Physical Assessment Documentation

  • SOAP Format: A frequently used format for documenting client data. It includes:

    • S (Subjective): Client’s health history.

    • O (Objective): Physical examination findings.

    • A (Assessment): Official assessment or diagnosis.

    • P (Plan): The plan of care.

  • H&P (History and Physical): The initial documentation that nurses must interpret and follow through subsequent progress notes to stay abreast of changes in care plans.

Health History (Subjective Data)

  • General State of Health: Assessment of body features, physical characteristics, movements, posture, level of consciousness, nutritional status, and speech.

  • Chief Complaint and History of Present Illness (HPI): Documented using direct client quotes explaining what led them to seek care.

  • Family History: Health status of direct blood relatives and the client’s spouse.

  • Social History:

    • LIFESTYLE: Data focusing on factors affecting health.

    • SPECIFICS: Use of alcohol, drugs, and tobacco; sexual practices; tattoos and body piercings; travel history; and work setting to identify occupational hazards.

  • Domestic Violence Screening:

    • Conducted to determine if the client is experiencing any form of domestic violence.

    • Must be conducted during a one-on-one interview while obtaining health history.

Mental Status Examination

  • Integration: Mental status is assessed while obtaining subjective data during the health history interview.

  • Appearance:

    • Nurses note posture, body movements, dress, hygiene, and grooming.

    • Inappropriate appearance or poor hygiene may indicate depression, manic disorder, dementia, organic brain disease, or other disorders.

  • Behavior:

    • Level of Consciousness (LOC): Assessment of alertness, awareness, and the ability to interact appropriately with the environment.

    • Facial Expression and Body Language: Checking for appropriate eye contact and determining if expressions match the context (mood and affect).

    • Speech: Assessment of speech patterns for articulation and conversational appropriateness.

  • Cognitive Level of Functioning (Box 12-2):

    • Orientation: Awareness of person, place, and time (A+O×3A+O \times 3).

    • Attention Span: Ability to concentrate.

    • Recent Memory: Asking the client to recall a recent occurrence (e.g., means of transport to the clinic).

    • Remote Memory: Asking about a verifiable past event (e.g., a past vacation).

    • New Learning: Assessing ability to recall four unrelated words. The client is asked to recall these words at 55, 1010, and 30minutes30 \, \text{minutes} later.

    • Judgment: Determining if actions or decisions discussed are realistic.

    • Thought Processes and Perceptions: Assessment for logical, coherent, and relevant thoughts that are consistently reality-based.

Types of Health and Physical Assessments (Box 12-1)

  • Complete Assessment: Includes a complete health history and physical examination to form a baseline database.

  • Focused Assessment: Focuses on a limited or short-term problem, such as the client’s specific complaint.

  • Episodic/Follow-up Assessment: Focuses on evaluating a client's progress.

  • Emergency Assessment: Rapid collection of data, often during lifesaving measures.

Physical Examination Techniques

  • Overview: Gather equipment; use senses of sight, smell, touch, and hearing.

  • Standard Sequence: Inspection, Palpation, Percussion, and Auscultation.

  • Exception: For abdominal assessments, the sequence changes to Inspection, Auscultation, Percussion, and then Palpation.

  • Technique Details:

    • 1. Inspection: Uses vision and smell. Requires good lighting and adequate body exposure with proper draping. May use instruments like an otoscope or ophthalmoscope.

    • 2. Palpation: Uses touch. Hands must be warmed after hygiene.

      • Identify tender areas and palpate them last.

      • Light Palpation: One hand, pressing skin gently with tips of 22 or 3fingers3 \, \text{fingers} held together.

      • Deep Palpation: One hand on top of the other, pressing down with fingertips of both hands.

      • Assesses: Texture, temperature, moisture, organ location/size/symmetry, swelling, vibration/pulsation, rigidity, spasticity, crepitation, and lumps/masses.

    • 3. Percussion: Tapping skin to assess underlying structures for vibration and sounds (intensity, duration, pitch, quality, location).

      • Determines presence of air, fluid, or solid masses.

      • Findings include: Resonance, hyperresonance, tympany, dullness, or flatness.

    • 4. Auscultation: Listening with a stethoscope to sounds (heart, lung, bowel) for presence and quality.

Vital Signs and Physical Metrics

  • Core Indicators: Temperature, radial pulse (apical pulse may be used in cardiovascular assessment), respirations, blood pressure, pulse oximetry, and pain.

  • Physical Measurements: Height, weight, and nutritional status.

Integumentary System Assessment

  • Subjective Data: Self-care behaviors, history of skin disease, medications, occupational hazards, changes in pigment or moles, and non-healing sores.

  • Objective Data: Color, temperature (hypothermia vs. hyperthermia), moisture, turgor, texture, bruising, itching, rashes, alopecia, nail pitting, lesions, scars, birthmarks, and edema.

  • Skin Color Characteristics (Box 12-3):

    • Cyanosis: Mottled bluish coloration.

    • Erythema: Redness.

    • Pallor: Pale/whitish coloration.

    • Jaundice: Yellow coloration.

  • Assessment in Dark-Skinned Clients:

    • Cyanosis: Check lips and tongue for gray color; nail beds, palms, and soles for blue color; conjunctivae for pallor.

    • Jaundice: Check oral mucous membranes; check sclera nearest the iris.

    • Bleeding: Look for swelling and darkening; compare affected side to unaffected.

    • Inflammation: Check for warmth, shiny/taut skin, or pitting edema.

  • Skin Turgor: Pinched fold of skin; poor turgor indicates severe dehydration or extreme weight loss.

  • Capillary Refilling Time (Box 12-4): Depress nail bed to blanch, release, and observe. Normal color return is within 3seconds3 \, \text{seconds}.

  • Pitting Edema Scale (Table 12-2):

    • 1+1+: Slight pitting; no visible distortion; disappears rapidly.

    • 2+2+: 4mm4 \, \text{mm} (12mm1-2 \, \text{mm} depth); deeper pit than 1+1+; disappears in 1015seconds10-15 \, \text{seconds}.

    • 3+3+: 6mm6 \, \text{mm} depth; noticeably deep; lasts more than a minute; extremity looks fuller/swollen.

    • 4+4+: 8mm8 \, \text{mm} depth; very deep; lasts 25minutes2-5 \, \text{minutes}; extremity is grossly distorted.

  • Health Teaching: Use ABCDE mnemonic (Asymmetry, Border irregularity, Color variance, Diameter > 6 \, \text{mm}, Evolving size/shape/color).

Head, Neck, and Lymph Nodes

  • Subjective Data: Headaches, dizziness, vertigo, injury, loss of consciousness, neck pain, range of motion limitations, swallowing difficulty.

  • SKULL: Size, shape, masses, symmetry.

  • TEMPORAL ARTERIES: Located above the cheekbone.

  • SINUSES: Palpate frontal (below eyebrows) and maxillary (below cheekbones) for tenderness.

  • TMJ (Tempromandibular Joint): Palpate while client opens/moves the mouth; check for crepitation (Tests CN V).

  • FACE: Check for symmetry and periorbital edema.

  • NECK STRENGTH: Test Cranial Nerve XI (spinal accessory) by shrugging shoulders and pushing chin against resistance.

  • TRACHEA: Should be midline.

  • THYROID: Inspect during swallowing; if enlarged, auscultate for a bruit.

  • LYMPH NODES: Palpate using circular motion of finger pads.

    • Sequence: Preauricular, posterior auricular, tonsillar, submandibular, submental, anterior cervical chain, posterior cervical chain, supraclavicular, and infraclavicular.

    • Note: size, shape, location, mobility, consistency, and tenderness.

Eyes

  • Subjective Data: Vision difficulty, diplopia, blurring, pain, redness, discharge, use of corrective lenses.

  • Inspection: Eyebrows, eyelashes; ptosis (drooping), exophthalmos (protrusion), or enophthalmos (recessed eyes). Sclera (white), conjunctiva (clear), iris (flat/regular), and pupils.

  • Vision Testing:

    • Snellen Eye Chart: Measures distance vision. Client stands 20feet20 \, \text{feet} (6meters6 \, \text{meters}) from chart. 20/2020/20 is normal visual acuity (Tests CN II).

    • Near Vision: Use handheld screener at 14inches14 \, \text{inches} (35.5cm35.5 \, \text{cm}). Normal is 14/1414/14.

    • Confrontation Test: Measures peripheral vision by comparing the client's field of vision to the nurse's.

  • Alignment and Muscle Function:

    • Corneal Light Reflex: Light held 12inches12 \, \text{inches} (30cm30 \, \text{cm}) away; reflection should be in same spot on both corneas.

    • Cover/Uncover Test: Checks for deviated alignment.

    • Diagnostic Positions Test: Moving eyes through six cardinal positions to test CN III, IV, and VI. Check for nystagmus (involuntary twitching).

  • Color Vision: Ishihara chart. Primarily for red-green blindness.

  • Pupillary Response (Box 12-5):

    • PERRLA: Pupils Equal, Round, Reactive to Light (direct and consensual), and Accommodation.

    • Light Reflex: Darken room; advance light from side. Direct reflex involves the illuminated pupil constricting; consensual involves the other pupil constricting.

    • Accommodation: Focus on distant object (dilates), then shift to near object (3inches/7.5cm3 \, \text{inches}/7.5 \, \text{cm} from nose). Normal response is constriction and convergence.

  • Ophthalmoscopy (Funduscopy): Examine interior of eye in a darkened room.

    • Red Reflex: Reflection of light on the vascular retina. Absence may indicate lens opacity.

    • Optic Disc: Should be creamy yellow-orange/pink, round/oval with distinct margins.

Ears and Hearing

  • Subjective Data: Hearing loss, earaches, drainage, tinnitus, vertigo, noise exposure, hearing aids.

  • Hearing Assessment: Sound transmits via air conduction (takes 23×2-3 \times longer) or bone conduction.

  • Types of Loss:

    • Conductive: Caused by physical obstruction to sound waves.

    • Sensorineural: Defect in cochlea, CN VIII, or brain.

    • Mixed: Combination of both.

  • Acuity Tests:

    • Voice (Whisper) Test: Nurse stands 12feet1-2 \, \text{feet} away and whispers two-syllable words.

    • Watch Test: Ticking watch held 5inches5 \, \text{inches} (12.5cm12.5 \, \text{cm}) away for high-frequency sounds.

    • Tuning Fork Tests: Weber’s and Rinne’s tests (low sensitivity).

  • Vestibular Assessment (Box 12-6):

    • Romberg Test: Stand feet together, eyes closed; significant sway is a positive Romberg's sign.

    • Past Pointing: Ability to return index fingers to a reference point with eyes closed.

    • Gaze Nystagmus: Spontaneous jerking as eyes track sideways or up/down.

    • Dix-Hallpike Maneuver: Rapidly moving from sitting to supine with head turned to check for nystagmus.

  • Otoscopic Exam: For an adult, pull pinna UP AND BACK.

    • Normal TM: Transparent/opaque, pearly gray, slightly concave.

    • Cone of Light: At 5o’clock5 \, \text{o'clock} in right ear; 7o’clock7 \, \text{o'clock} in left ear.

    • Abnormal: Bulging or retracting TM; fuzzy light reflex; visible air bubbles or fluid.

Nose, Mouth, and Throat

  • Nose: Check patency by sniffing inward through one nostril while closing the other. Inspect for deviations, discharge, or polyps.

  • Mouth/Throat:

    • Condition: Lips for cracking; teeth number and decay; gums (pink).

    • Tongue: Dorsal/lateral is rough; ventral is smooth and glistening.

    • Uvula: Say "ahhh" - soft palate/uvula should rise midline (Tests CN X).

    • Gag Reflex: Touch posterior pharynx (Tests CN IX).

    • Hypoglossal (CN XII): Stick out tongue - should protrude midline.

  • Tonsil Grading Scale:

    • 00: Surgically removed.

    • 1+1+: Hidden within pillars.

    • 2+2+: Extending to pillars.

    • 3+3+: Extending beyond pillars.

    • 4+4+: Extending to midline.

Lungs and Thorax

  • Calculations: Smoking history in Pack-Years (packs per day×years smoked\text{packs per day} \times \text{years smoked}).

  • COVID-19 Screening: Focuses on exposure, travel, fever, chills, cough, shortness of breath, loss of taste/smell, etc.

  • Physical Findings (Box 12-7):

    • Chest Excursion: Thumbs at 10th rib10\text{th rib}; they should separate symmetrically by approx 2inches2 \, \text{inches} (5cm5 \, \text{cm}).

    • Tactile Fremitus: Client says "99"; nurse feels for symmetrical palpable vibrations.

  • Percussion:

    • Resonance: Normal healthy lung tissue.

    • Hyperresonance: Too much air (emphysema).

    • Dullness: Lung density (pneumonia/tumor).

  • Auscultation (Normal Sounds): Vesicular (over lesser bronchi), Bronchovesicular (main bronchi), Bronchial (trachea).

  • Adventitious Sounds (Table 12-3):

    • Fine Crackles: High-pitched popping, end of inspiration, not cleared by cough (Pneumonia, HF).

    • Coarse Crackles: Low-pitched bubbling/gurgling; early inspiration (Pulmonary edema/fibrosis).

    • Wheeze: High-pitched musical squeak (Asthma/narrowed airways).

    • Rhonchi: Low-pitched loud snoring/moaning; expiratory; may clear with cough (Bronchitis).

    • Pleural Friction Rub: Superficial grating sound; throughout cycle; loudest over lower anterolateral surface (Pleurisy).

  • Voice Sounds (Box 12-8):

    • Bronchophony: Repeat "99"; should be soft/muffled.

    • Egophony: Repeat "eeee"; should hear "eeee".

    • Whispered Pectoriloquy: Whisper "1, 2, 3"; should be almost inaudible.

Cardiovascular Assessment

  • Inspection: Pulsations from apical impulse (4th4\text{th} or 5th5\text{th} intercostal space).

  • Auscultation Areas (Fig 12-4):

    • Aortic: 2nd2\text{nd} Right Intercostal Space (RICS).

    • Pulmonic: 2nd2\text{nd} Left Intercostal Space (LICS).

    • Erb's Point: 3rd3\text{rd} LICS.

    • Tricuspid: 4th4\text{th} LICS.

    • Mitral (Apex): 5th5\text{th} Left Midclavicular Line (LMCL).

  • Sounds: S1S_1 (LUB) and S2S_2 (DUB).

  • Murmur Grading (Box 12-9):

    • Grade I: Very faint.

    • Grade II: Faint but recognizable.

    • Grade III: Loud but moderate intensity.

    • Grade IV: Loud, with palpable thrill.

    • Grade V: Very loud, with thrill, heard with stethoscope partly off chest.

    • Grade VI: Extremely loud, heard with stethoscope slightly above chest.

  • Vascular Points (Box 12-10): Radial, Ulnar, Brachial (antecubital), Femoral (below inguinal ligament), Popliteal (behind knee), Dorsalis Pedis (top of foot), Posterior Tibial (behind medial malleolus).

  • Pulse Force Grading:

    • 4+4+: Strong and bounding.

    • 3+3+: Full, increased.

    • 2+2+: Normal.

    • 1+1+: Weak, barely palpable.

    • 00: Absent.

  • Carotid Artery: Palpate one at a time. Auscultate for bruit (blowing/swishing indicating turbulence). If present, notify PHCP and monitor for altered blood flow to brain.

Breasts and Axillae

  • Inspection: Arms above head/on hips/leaning forward. Check for flattening, retraction, dimpling, or nipple discharge.

  • Palpation: Client supine, arm behind head. Use finger pads in systematic pattern covering entire breast and Tail of Spence.

  • Nipple: Gently compress for discharge.

  • Axillary Lymph Nodes: Normally not palpable.

Abdomen Assessment

  • Sequence: Inspection -> Auscultation -> Percussion -> Palpation.

  • Auscultation: Listen in all four quadrants (starting RLQ).

    • Normal: 530gurgles per minute5-30 \, \text{gurgles per minute}.

    • Hypoactive/Hyperactive (borborygmus).

    • Absent: Must listen for full 5minutes5 \, \text{minutes} before confirming.

  • Percussion: Tympany predominates; dullness over liver/spleen.

    • CVA Tenderness: Pain upon percussion of kidneys at the 12th rib12\text{th rib}.

  • Palpation:

    • Light: 1cm1 \, \text{cm} depth.

    • Deep: 58cm5-8 \, \text{cm} depth.

  • Aorta: Note pulsations; lateral expansion may indicate aneurysm.

Musculoskeletal System

  • Postural Abnormalities (Box 12-11):

    • Lordosis (Swayback).

    • Kyphosis (Hunchback).

    • Scoliosis (Lateral curvature).

  • Muscle Strength Grading (Table 12-4):

    • 00: No movement.

    • 11: Trace movement.

    • 22: Full ROM but not against gravity.

    • 33: Full ROM against gravity but not resistance.

    • 44: Full ROM against gravity, some resistance (weak).

    • 55: Full ROM against gravity, full resistance.

Neurological System

  • Level of Consciousness: Stages include alert, confused, delirious, unconscious, stupor, coma. Utilize Glasgow Coma Scale (GCS) for standardized grading.

  • Coordination:

    • Rapid Alternating Movements (Hands on knees).

    • Heel-to-Shin: Straight line down the leg.

  • Sensory Testing:

    • Stereognosis: Recognizing objects in hand.

    • Graphesthesia: Identifying numbers traced on skin.

    • Two-Point Discrimination.

    • Kinesthesia: Perceiving passive movement of fingers/toes.

  • Reflexes:

    • Deep Tendon Reflex (DTR) Scoring (Box 12-12): 00 (no response), 1+1+ (diminished), 2+2+ (average), 3+3+ (brisker than average), 4+4+ (hyperactive with clonus).

    • Babinski's Sign: Stroke sole of foot. Normal in adults is plantar flexion (toes curl). Abnormal (positive) is dorsiflexion of great toe/fanning of others in anyone > 2 \, \text{years old}.

  • Meningeal Irritation:

    • Brudzinski’s Sign: Passive neck flexion causes hip/knee flexion.

    • Kernig’s Sign: Pain along vertebral column when leg is extended after flexing hip and knee.

Genitourinary Assessment

  • Females: Litotomy position; Pap smear for cervical cancer (with/without HPV screening); check for cystocele (bladder prolapse) or rectocele (rectum prolapse).

  • Males: Inspect for hernia (cough/bear down); Teach Testicular Self-Exam (TSE) to be done monthly after warm shower.

  • Rectum: Check sphincter tone and prostate. Normal prostate is firm, not boggy or nodular. Hardness/nodules may indicate cancer; bogginess/tenderness may indicate infection.