Collecting Subjective and Objective Data
Subjective Data
Objectives
Explain what subjective data is in a health assessment
Discuss the purpose of each of the four phases of a client interview
Pre-introductory
Introductory
Working
Summary
Describe effective verbal and nonverbal communication techniques
Describe ways to adapts an interview for the older client, a client with emotional issues, and cultural considerations
Identify the major categories of a complete health history
Describe the process for performing a review of systems
Explain how a nurse would use the “COLDSPA” mnemonic to analyze a client symptom
Discuss appropriate interview techniques for a special population
What is Subjective Data?
Data from the client’s point of view
What the client is telling you
Symptoms
Diarrhea for the past 2 days
Cough for 2 weeks
Feelings, perceptions, concerns
Pain is subjective
Ask yourself, can I measure or observe the information yourself?
Collecting Subjective Data
Interview
What is the purpose? (explain it to the patient)
Several phases
Pre-introductory
Introductory
Working
Summary
Pre-introductory Phase
The nurse is receiving a 64-year-old client from the emergency department admitted with pneumonia what should the nurse do?
Review the medical record
Gain information about PMH
Reason for seeking health care
Previous admissions
Discharge instructions
Having biographical information may assist with interview
Introductory Phase
Introduce yourself to the client
Build rapport and trust
Explain the purpose of the interview
Discuss type of questions that may be asked
Explain why you may be taking notes
Assure confidentiality
HIPAA (Health Insurance Portability and Accountability Act)
Make sure comfort and privacy is ensured
Continue to develop trust with nonverbal and verbal communication
Working Phase
Why are they seeking health care?
Biographical data
Reasons for seeking care
Severe abdominal pain
Annual physical
Always a reason
History of present health concern
When did it start?
How long has this been a concern?
Past health history
Risk factors
Resurgence of an issue
Family history
Review of body systems for current health problems
Go through each major body system and ask subjective questions
Subjective questions
Cardiac, respiratory, etc.
Lifestyle and health practices and development level
Nurse needs to use several skills
Pay attention
Summary and Closing
Summarize the information obtained
Validate problems and goals with the client
Be sure to follow up with any further questions
Leave time for questions
Nonverbal Communication
Nonverbal communication may strongly influence how the client perceives the questions that are asked
What are some examples of nonverbal communication
Appearance
Demeanor
Facial expression - friendly
Attitude - non-judgemental
Silence - time to organize thoughts, give patient time to think
Listening - actively, eye contact, follow-up questions (verbal), shaking head, get down to patient eye level
Listening
Takes practice
Key to subjective assessment
Do not project personal thoughts and biases
Tips
Be present and engaged
Keep an open mind and seek to understand
Empathize and clarify
Listen to learn
Verbal Communication
Ask open ended questions - used for broad information
Typically begins with “how” or “what”
Things that need a description
When should you ask open ended questions?
Upon admission
History taking
Ask closed-ended questions - used for specifics
Laundry list
Provides a list of words to describe symptoms
“Can you describe the pain, dull, sharp, achy”
Rephrasing
Helps to clarify information
Inferring
What you observe in the client’s behavior
Need to be careful to not lead patient
“I see you keep rubbing your chest, is it bothering you at this moment?”
Providing Information
Special Considerations
Gerontology
Need to assess hearing and visual acuity
Do they have hearing aids
Do they have glasses, need large print
May have more health concerns
Speak clearly and use straightforward language
Avoid medical jargon (really with all populations)
“Has your stomach been bothering you?” “Do you have any chest pain?”
Showing respect is important
Cultural
May need to seek help from expert
May need an interpreter
Important to make sure the patient is aware of what’s going on
Family might influence the conversation
Medical language is complex
May be reluctant to share information
Variations in nonverbal/verbal communication
Some cultures direct eye contact is disrespectful
Might be a spokesperson for the family
Working with an Interpreter
Allow for extra time
Determine whether simultaneous or consecutive mode of interpretation will be utilized
Simultaneous - speaking while the nurse is speaking
Consecutive - nurse speaks, interpreter speaks
During the interview:
Introduce yourself and the interpreter
Sit and look directly at the client when asking questions or speaking to the client
Avoid technical/medical jargon
Summarize at the end of the interview and ask for clarifications or further explanations
Emotional Considerations
Client may be:
Depressed
Express interest in and understanding of the client and response in a neutral manner
Angry
Approach the client in a calm, reassuring, in-control manner
Manipulative
Provide structure and set limits
Anxious
Provide the client with simple, organized information in a structured format
Complete Health History
Lays the groundwork for identifying nursing problems and provides a focus for the physical exam
May give specific cues to health problems
Compose of 8 sections
Biographical
Reason for seeking health care
History of present health concern
Personal health history
Family health history
Review of systems
Address each body system
Document client’s descriptions and note any denials
Lifestyle and health promotion
Human responses
Describes how they are managing their lives
Use open-ended questions but may need to follow up with specific questions
Development level
Biographical Data
Identifies the client
Name
Adress
Phone #
Date of Birth
Race or ethnic background
Primary and secondary languages (spoken and read)
Marital status
Religious or spiritual practices
Educational level
Occupation
Significant others or support persons (availability)
Reasons for Seeking Health Care
Two main questions
What is your major health problem or concern currently?
How do you feel about having to seek health care?
History of Present Health Concern
Provides a detailed description. of the client’s health problem
Have client explain in detail the problem
Include onset, progression, and duration
What makes the problem better or worse
Any treatments that have been tried
Effect on ADL’s
To help remember use the mnemonic COLDSPA
Character - describe the sign or symptom (describe it or laundry list)
Onset - When did it begin?
Location - Where is it?
Duration - How long does it last?
Severity - How bad is it? (scale of 1-10, face scale with the smiles, nonverbal tools)
Pattern - What makes it better or worse? What have you done for it?
Associated factors - What other symptoms occur with it?
Personal Health History
Earliest to current
Childhood illness
Immunizations
Adult illnesses
Surgeries
Allergies (confirm and verify)
Medication use
Pregnancies
Family Health History
Genetic predisposition
Includes as many genetic relatives as the client can remember
Use a genogram
After data collection provide a brief summary
Review of Systems
Address each body system
Ask specific questions
If client doesn’t have it, write denies
Use only subjective data, do not include the examiners observations
Document the client’s descriptions and document any denials
Review the following systems:
Skin, hair, and nails
Head and neck
Eyes, ears, mouth, throat, nose, sinuses
Thorax, lungs, breasts
Heart, neck vessels, peripheral vascular system
Abdomen
Male and female genitalia, anus
Musculoskeletal and neurological
Lifestyle and Health Practices
Look at human responses
Use open-ended questions
Follow-up with specific questions
Areas discussed:
Typical day
Nutrition (access, typical diet)
Activity level (exercise, sports, what kind)
Sleep (how long, well rested, wake up throughout)
Substance use (prescriptions, other medications not prescribed, alcohol and if so how often and how much of what, smoking, vaping, other substances, herbal medications)
Self-care (check-ups, safe at home)
Social activities and relationships (for fun)
Education/work (reveal about stress levels)
Stress (coping mechanisms)
Environment and values (exposures)
Special Populations
Newborns
Initial assessment of the newborn occurs immediately after delivery
Information is obtained from the delivery record information
Interview the parent
Friendly, non-judgemental approach
Explain the purpose of the interview
Parents may be anxious or nervous especially if the infant is sick
Be aware of barriers
Older Adult
Interview Techniques
May be reluctant to admit health problems
Nurse needs to develop techniques to stress positive habits
Make sure to address the client with appropriate title “Mrs.” or “Mr.”
Interviewing Parents
When trust and rapport is established
Parents are source of information and education
Introductory stage
Encouraging talk
Interview children and adolescents
Children
Treat them as an equal in conversation
Evaluate level of readiness
Direct communication best when used with indirect techniques as well
Talk at eye level and engage in play and verbalization
Adolescents
What would be important when interview an adolescent?
Do they want a parent present
Have they gone through puberty
Asking questions to them directly
Mental health assessment
Normalize uncomfortable questions that everyone is asked these
Objective Data
Objectives
Determine the various pieces of equipment needed to perform a physical examination
Explain how to prepare oneself, the physical environment, and the client for a physical examination
Describe standard precautions and isolation precautions
Discuss how to approach a client for objective data in special populations
Describe various client positions used for different parts of the physical examination
Discuss correct inspection, palpation, percussion, and auscultation examination techniques
Discuss the purpose of the bell and diaphragm of the stethoscope
Equipment
Stethoscope
Pen light
BP cuff
Watch
Preparing for Examination
Can occur in a variety of settings
Ensure that the client is
Comfortable, warm temperature
Private area free of interruption
Quiet area with adequate lighting
Firm examination table or bed
Bedside table/tray to hold equipment
Prepare yourself
Practice makes perfect
Prevent transmission of infectious agents
Standard Precautions
Hand hygiene
Gloves - avoid blood and body fluids
Mask, eye protection, face shield - prevent splash
Gown - contact precautions
Patient care equipment - equipment may be left in the room depending on the isolation
Patient placement
Isolation
Occupational health and blood-borne pathogens
Isolation
MRSA, VRE, MDRO - gown and gloves
C. diff - gown and gloves, contact, soap and water
Influenza - droplet, mask
TB - airborne, N95, negative pressure room
COVID - droplet, mask, aerosolized procedures make it airborne
Hand sanitizers cannot destroy spores
Approaching the Client
Establish nurse-client relationship
Explain the procedure and the physical assessment that will follow, describing the steps of the examination
Respect client’s requests and desires
Explain the importance of the examination
Begin exam with less intrusive procedures
Explain procedure being performed
Explain to client why position changes are necessary
Special Populations
Newborn
Purpose is to identify normal physiologic and developmental changes
Make sure the parent/caregiver understands what will occur during the exam
Make sure the infant is undressed
Complete the least invasive assessments first while the infant is quiet
Children and Adolescents
Complete less invasive procedures first
Allow them to play with the equipment first
Age-appropriate distractions
If child in uncooperative
Ask a parent for help
Provide a reward like a sticker
Give two concrete choices, which one first
Take a break
Physical assessment
Older Adults
Physical assessment may take longer due to physical or cognitive conditions
May need to limit the time given to complete or do over several sessions
In older adult you may need to be formal
Keep voice at an appropriate tone
Do not assume they can not answer a question because of a cognitive impairment
To complete a comprehensive assessment of an older adult if requires expertise and experiences
Client Positioning
Sitting
Supine - on back
Dorsal recumbent - one back, knees flexed, feet flat
Sims’ position - lies on side with lower arm behind body and upper arm flexed
Standing
Prone - lies on abdomen
Knee-chest position - child’s pose
Lithotomy position - in stirrups
Physical Exam Techniques
4 Basic Techniques
Inspection
Palpation
Percussion
Auscultation
Ask yourself after exam
Did I inspect, palpate, percuss, and auscultate any deviations?
Do I need follow-up questions?
Do I need to perform physical assessment on other related body systems?
Do I need to validate my findings with someone else (instructor, colleague)?
Inspection
Used the moment you meet the client
Make sure room is comfortable with good lighting
Completely expose part being examined while draping the rest of client as appropriate
Why inspect first? other techniques could alter the presentation
What should you note? Hygiene,
Abdomen - body positioning (guarding, comfortable), bruising or marks, wounds (location, size, consistency, color), expressions, behaviors, symmetry
Palpation
Consists of using parts of the hand to touch and feel for the following characteristics:
Texture (rough or smooth)
Temperature (warm, cool, cold) - back of hand, check for symmetry
Moisture (dry/wet)
Strength of pulses (strong, bounding, weak) - check for symmetry, both radial, both pedal
Size (small, medium, large, or an exact measurement)
Shape (well-defined/irregular)
Degree of tenderness
Consistency (soft, hard, fluid-filled) - bumps, sore, painful
Mobility (fixed/mobile) - range of motion
Use three different parts of the hand
Finger pads
Pulse
Texture
Moisture
Ulnar (side)
Feel for vibrations
Respiratory
Dorsal (back)
Temperature
Light to Deep
Light:
Place dominant hand lightly on surface
Less than 1cm depression
Use circular motion
Finger pads
Moderate
Depress 1-2 cm
Use circular motion
Finger pads
Deep
Place dominant hand on skin surface and your non-dominant hand on top
Depress 2.5-5cm (1-2 inches)
Bimanual
Use two hands, placing one on each side of the body part (ex uterus, breasts, spleen) being palpated. Use one hand to apply pressure and the other to feel the structures
Percussion
Tapping various body parts to produce sound waves
May elicit pain
Determine the location, size, and shape
May determine abnormal masses
Elicit reflexes
Motion should be quick and forceful
Process
Place the middle finger of your nondominant hand on the body part you are going to percuss
Keep your other fingers off the body part
Use the pad of your middle finger on the other hand to strike the middle finger of your non dominant hand
Withdraw your finger immediately
Deliver two quick taps
Types of PErcussion
Direct
Tapping with 1-2 fingertips directly on skin
Blunt
Detect tenderness over organs
Ex. CVA tenderness
Whole hand of the area and use fist to produce sound
Indirect
Most used
Increased density = decreased sound
Sounds elicited
Resonance
Tympany
Dullness
Type | Intensity | Pitch | Quality | Origin |
Resonance | Loud | Low | Hollow | Lungs |
Hyperresonance | Very loud | Low | Booming | Emphysema |
Tympany | Loud | High | Drum-like | Stomach, hollow organs |
Dullness | Medium | Medium | Thud-like | Solid organs, liver, fluid filled spaces |
Flatness | Soft | High | Flat | Bones, cartilage, thick muscles |
Auscultation
Requires the use of a stethoscope
Want to eliminate distracting/competing noises
Warm the diaphragm/bell of the stethoscope
Expose the body part
Avoid listening through clothes
Explain what you are listening for
Listening for heat sounds, bowel sounds, and movement of air through lungs
Using the Stethoscope
Place earpieces into outer ear canal
Angle the binaurals (metal tubing) down toward the nose
Use diaphragm to detect high-pitched sounds
Lungs
Heart
Bowel sounds
Use bell for low-pitched sounds
Heart murmurs
Blood flow