Family and significant others (with patient agreement)
Diagnostic data
Health care team
Medical records
Scientific literature
Nurse’s experience
Process of Assessment
Collect data → cluster cues → infer → identify patterns and problem areas
Critically anticipate needs and anticipate further data as needed
Probing and framing questions are skills that improve with experience
Methods of Data Collection: Interview
Patient-centered interview: organized conversation with the patient
Set the stage (preparation, environment, greeting)
Set an agenda and gather concerns
Collect health history; assure confidentiality
Terminate the interview
Communication Skills in Assessment
BOX 16.3 highlights four dimensions:
Courtesy
Comfort
Connection
Confirmation
Interview Skills During Patient Assessment
Courtesy: address the patient by preferred name; introduce yourself; assure confidentiality; acknowledge visitors; sit with the patient; seek permission to interview with visitors present; minimize computer data entry during the interview.
Comfort: provide comfort measures; keep questions short; ensure privacy and a comfortable environment; choose a quiet, interruption-free location; plan 10–15 minutes without other activities if possible; avoid exhausting the patient.
Connection: make a good first impression; balance formality and approachability; use open-ended questions; let patients describe symptoms fully; listen attentively; observe tone, posture, energy; respect silence; be flexible with follow-ups guided by patient needs.
Confirmation: summarize at end of interview; invite clarification; acknowledge if you don’t have answers and arrange for follow-up.
Interview Techniques
Observation (verbal and nonverbal)
Open-ended vs. closed-ended questions
Leading questions can constrain responses
Back-channeling ("uh huh", "go on")
Probing questions to elicit more information
Environment and Time Management
Consider setting: home care, ED, med-surg
Manage time, task complexity, and interruptions
Dimensions for Gathering Data (Nursing Health History)
Patient health history domains include:
Physical: activity, ADLs, nutritional status, pain, etc.
Developmental and maturation
Intellectual: problem solving, education, attention, memory
Emotional/psychological: mood, coping, self-concept, body image
Social: support systems, family, relationships, finances, occupation, recreation
Cultural and spiritual: language, beliefs, heritage, rituals
Environmental and lifestyle: living conditions, risks, community resources
Consider developmental stage and its effect on health; assess risk factors; occupational and recreational activities; language and cultural considerations; financial status.
Cultural Considerations in Assessment
Respect culture and be sensitive to differences
When unsure, ask for clarification to avoid misdiagnosis
Nursing Health History Components
Biographical information
Patient expectations
Chief complaint and reason for seeking care (PQRST)
Present illness or health concerns
Past health history
Review of systems (ROS)
Observation of patient behavior
Psychosocial history
Spiritual health
Data Documentation
Record nursing history and physical exam results clearly and concisely with appropriate terminology
Baseline data for nursing diagnoses, planning, implementation, and evaluation
Collection and recording of data are legal and professional responsibilities
Cues and Inferences (Example)
Cues: patient lies still, reports pain, requests limited movement
Inference: pain is significant and limits activity
Next Steps in Assessment
Perform physical examination to determine health status
Observe patient behavior (verbal and nonverbal)
Review diagnostic and laboratory data
Interpret and validate data; cross-verify with another source to ensure accuracy
Concept Mapping
Visual representation of connections among patient health problems
Encourages reflection and evaluation of critical thinking
First step: organize assessment data into cue clusters that form patterns
Leads to nursing diagnosis and care planning
Data Documentation (Legal/Professional Practice)
Ensure accuracy and use approved terminology and abbreviations
Concept Map Example (Overview)
Organize data to identify patterns
Identify primary health problems and associated patterns