Lecture 1: General Survey, Assessment Techniques, & Nursing Fundamentals

General Survey & Types of Physical Assessments

  • General Survey Definition:

    • The initial "first impression" check performed the moment a nurse enters a patient's room.

    • Serves to observe overall appearance, posture, breathing, and safety cues prior to beginning a detailed physical assessment.

  • Types of Physical Assessments:

    • Admission Assessment: A deep, complete, top-to-bottom health history and physical examination performed when a patient first enters the facility.

    • Shift Assessment: A quick, focused check performed at the start of a shift to note changes from the previous shift.

    • Head-to-Toe Assessment: A systematic, top-to-bottom scan across all body systems to determine overall current status.

    • Focused Assessment: An examination limited to one specific problem area (e.g., examining only the mouth and jaw for a patient complaining of a toothache).

The Four Physical Examination Techniques

  • Technique Sequence: Physical examinations must always be conducted in the exact order below:

    • 1. Inspection (Looking, Listening, Smelling):

      • Always serves as the first step.

      • Uses sight, sound, and smell to observe color, size, symmetry, body shape, and movement.

      • Tools needed: Light source, penlight, otoscope, or ophthalmoscope.

    • 2. Palpation (Feeling with Hands):

      • Light Palpation: Uses finger pads to press down 12 to 34 inch\frac{1}{2}\text{ to }\frac{3}{4}\text{ inch} (<1 cm<1\,\text{cm}) to check surface texture, tenderness, moisture, and temperature.

      • Deep Palpation: Uses one or both hands to press down 112 to 2 inches1\frac{1}{2}\text{ to }2\text{ inches} to feel deep internal organs or abnormal masses.

      • Hand Placement Guide:

        • Back of Hand (Dorsal surface): Best for checking temperature.

        • Base of Fingers / Palm edge (Ulnar surface): Best for feeling vibrations.

        • Finger Pads: Best for checking pulses, tissue texture, size, and fluid.

      • Golden Rule: Always palpate painful or tender areas last.

    • 3. Percussion (Tapping the Body):

      • Involves tapping on skin to determine if underlying organs are solid, filled with fluid, or filled with air.

      • Used for checking organ size and reflexes.

    • 4. Auscultation (Listening with a Stethoscope):

      • Diaphragm (Flat Side): Pressed firmly against the skin to hear high-pitched sounds (breath sounds, normal heart sounds, bowel sounds).

      • Bell (Cupped Side): Placed lightly on the skin to hear low-pitched sounds (heart murmurs, abnormal blood flow).

Bedside Clinical Evaluations & Pain Mnemonics

  • The 10-Second Quick Survey:

    • A mental checklist performed upon entering the patient room:

      • FACE: Assess whether the patient is awake, grimacing in pain, if their skin is pale or flushed, and whether their face is symmetrical.

      • POSTURE: Observe whether they are sitting comfortably upright, or hunched over / guarding a painful area.

      • TUBES IN: Trace all IV lines and feeding tubes from the wall/pump to the patient. Verify lines are open, labeled, and flowing correctly.

      • DRAINS OUT: Trace catheter and wound drain tubes from the patient to the collection bag. Ensure fluids are draining properly and note color/amount.

      • ENVIRONMENT: Check for room clutter, safety hazards, strange odors, or unconsumed food trays.

  • Mental Status & Pain Assessment Tools:

    • Folstein Mini-Mental State Examination (MMSE): A quick 0–300\text{--}30 point cognitive test. A score above 2424 indicates normal mental functioning.

    • COLDSPA / OLDCARTS Pain Mnemonics:

      • C / C (Character / Characteristics): What does the pain feel like—sharp, dull, aching?

      • O / O (Onset): When did it start?

      • L / L (Location): Where is it?

      • D / D (Duration): How long does it last?

      • S / S (Severity): Pain rating from 0 to 100\text{ to }10.

      • P / A (Pattern / Aggravating-Alleviating factors): What makes it better or worse?

      • A / R (Associated factors / Radiation): Does the pain spread anywhere else?

Professional Standards, Ethics, & Bedside Safety Routine

  • Patient Rights & HIPAA:

    • Confidentiality: Patient health information is strictly private and cannot be shared without written consent.

    • Need-to-Know Standard: Healthcare workers may only access medical records for patients directly under their care.

    • Legal Exceptions: Patient data can only be shared without consent in rare legal circumstances (e.g., public health reporting, medical research approved by a review board, or fraud investigations).

  • Bedside Entry Routine (Safety & Professionalism):

    • 1. Knock on the door before entering.

    • 2. Wash hands (hand hygiene) and put on clean gloves.

    • 3. Introduce yourself: State your name, title, and purpose (e.g., "Hello, my name is… and I am a student nurse…").

    • 4. Identify the patient 33 ways: Check their ID wristband, ask them to state their name and date of birth, or verify with staff.

    • 5. Provide privacy & comfort: Close curtains/doors, cover the patient with a sheet, and ask if they need to use the bathroom before starting.

Health History Collection & Documentation

  • Health History ("The Patient's Story"):

    • Biographical Data: Name, age, gender, race, primary language.

    • Reason for Seeking Care: The main symptom bringing them in (e.g., pain, fever, nausea, shortness of breath).

    • Past Medical & Family History: Chronic illnesses, previous surgeries, and hereditary conditions.

    • Lifestyle & Practices: Medications, dietary habits, smoking/alcohol history, and cultural background.

  • Subjective vs. Objective Data:

    • Subjective Data: Everything the patient or family tells you verbally (e.g., "My lower back hurts" or "I feel tired").

    • Objective Data: Everything measured, observed, or tested directly by the nurse (e.g., Blood Pressure 120/80 mmHg120/80\,\text{mmHg}, Temperature 98.6∘F98.6^\circ\text{F}, pale skin).

  • Electronic Health Record (EHR / SimChart):

    • Legal, permanent document used to record patient findings, guide care plans, justify insurance billing, and communicate patient changes to the rest of the care team.

    • Key Fields Include:

      • Patient age, gender, race, room/bed number.

      • Primary admitting diagnosis and secondary diagnoses.

      • Code status and Advance Directives.

      • Isolation / Contact precautions and allergy alerts.