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The initial nursing assessment, the first step in the five steps
of the nursing process, involves the systematic and continuous
collection of data; sorting, analyzing, and organizing that data;
and the documentation and communication of the data collected.
Critical thinking skills applied during the nursing process provide
a decision-making framework to develop and guide a plan of care for
the patient incorporating evidence-based practice concepts. This
concept of precision education to tailor care based on an
individual's unique cultural, spiritual, and physical needs, rather
than a trial by error, one size fits all approach results in a more
favorable outcome.
The nursing assessment includes gathering information concerning
the patient's individual physiological, psychological,
sociological, and spiritual needs. It is the first step in the
successful evaluation of a patient. Subjective and objective data
collection are an integral part of this process. Part of the
assessment includes data collection by obtaining vital signs such
as temperature, respiratory rate, heart rate, blood pressure, and
pain level using an age or condition appropriate pain scale. The
assessment identifies current and future care needs of the patient
by allowing the formation of a nursing diagnosis. The nurse
recognizes normal and abnormal patient physiology and helps
prioritize interventions and care.
Nursing Process
- Assessment (gather subjective and objective data, family
history, surgical history, medical history, medication history,
psychosocial history)
- Analysis or diagnosis (formulate a nursing diagnosis by using
clinical judgment; what is wrong with the patient)
- Planning (develop a care plan which incorporates goals,
potential outcomes, interventions)
- Implementation (perform the task or intervention)
- Evaluation (was the intervention successful or
unsuccessful)
Issues of Concern
The function of the initial nursing assessment is to identify
the assessment parameters and responsibilities needed to plan and
deliver appropriate, individualized care to the patient.
This includes documenting:
- Appropriate level of care to meet the client's or patient’s
needs in a linguistically appropriate, culturally competent
manner
- Evaluating response to care
- Community support
- Assessment and reassessment once admitted
- Safe plan of discharge
The nurse should strive to complete:
- Admission history and physical assessment as soon as the
patient arrives at the unit or status is changed to an
inpatient
- Data collected should be entered on the Nursing Admission
Assessment Sheet and may vary slightly depending on the
facility
- Additional data collected should be added
- Documentation and signature either written or electronic by the
nurse performing the assessment
Summary Nursing Admission Assessment
- Documentation: Name, medical record number, age, date, time,
probable medical diagnosis, chief complaint, the source of
information (two patient identifiers)
- Past medical history: Prior hospitalizations and major
illnesses and surgeries
- Assess pain: Location, severity, and use of a pain scale
- Allergies: Medications, foods, and environmental; nature of the
reaction and seriousness; intolerances to medications; apply
allergy band and confirm all prepopulated allergies in the
electronic medical record (EMR) with the patient or caregiver
- Medications: Confirm accuracy of the list, names, and dosages
of medications by reconciling all medications promptly using
electronic data confirmation, if available, from local pharmacies;
include supplements and over-the-counter medications
- Valuables: Record and send to appropriate safe storage or send
home with family following any institutional policies on the secure
management of patient belongings; provide and label denture
cups
- Rights: Orient patient, caregivers, and family to location,
rights, and responsibilities; goal of admission and discharge
goal
- Activities: Check daily activity limits and need for mobility
aids
- Falls: Assess Morse Fall Risk and initiate fall precautions as
dictated by institutional policy
- Psychosocial: Evaluate need for a sitter or video monitoring,
any signs of agitation, restlessness, hallucinations, depression,
suicidal ideations, or substance abuse
- Nutritional: Appetite, changes in body weight, need for
nutritional consultation based on body mass index (BMI) calculated
from measured height and weight on admission
- Vital signs: Temperature recorded in Celsius, heart rate,
respiratory rate, blood pressure, pain level on admission, oxygen
saturation
- Any handoff information from other departments
Physical Examination
- Cardiovascular: Heart sounds; pulse irregular, regular, weak,
thready, bounding, absent; extremity coolness; capillary refill
delayed or brisk; presence of swelling, edema, or cyanosis
- Respiratory: Breath sounds, breathing pattern, cough, character
of sputum, shallow or labored respirations, agonal breathing,
gasps, retractions present, shallow, asymmetrical chest rise,
dyspnea on exertion
- Gastrointestinal: Bowel sounds, abdominal tenderness, any
masses, scars, character of bowel movements, color, consistency,
appetite poor or good, weight loss, weight gain, nausea, vomiting,
abdominal pain, presence of feeding tube
- Genitourinary: Character of voiding, discharge, vaginal
bleeding (pad count), last menstrual period or date of menopause or
hysterectomy, rashes, itching, burning, painful intercourse,
urinary frequency, hesitancy, presence of catheter
- Neuromuscular: Level of consciousness using AVPU (alert, voice,
pain, unresponsive); Glasgow coma scale (GCS); speech clear,
slurred, or difficult; pupil reactivity and appearance; extremity
movement equal or unequal; steady gait; trouble swallowing
- Integument: Turgor, integrity, color, and temperature, Braden
Risk Assessment, diaphoresis, cold, warm, flushed, mottled,
jaundiced, cyanotic, pale, ruddy, any signs of skin breakdown,
chronic wounds
Initial Assessment
Steps in Evaluating a New Patient
- Record chief complaint and history
- Perform physical examination
- Complete an initial psychological evaluation; screen for
intimate partner violence; CAGE questionnaire and CIWA (Clinical
Institute Withdrawal Assessment for Alcohol) scoring if indicated;
suicide risk assessment
- Provide a certified translator if a language barrier exists;
ensure culturally competent care and privacy
- Ensure the healthcare provider has ordered the appropriate
tests for the suspected diagnosis, and initiate any predetermined
protocols according to the hospital or institutional policy
diagnosis most often provided by history, physical,
or diagnostic tests
- History: 70%
- Physical: 15% to 20%
- Diagnostic tests: 10% to 15%
History Taking Techniques
Record chief complaint
History of the present illness, presence of pain
P-Q-R-S-T Tool to Evaluate Pain
- P: What provokes symptoms? What improves or exacerbates the
condition? What were you doing when it started? Does position or
activity make it worse?
- Q: Quality and Quantity of symptoms: Is it dull, sharp,
constant, intermittent, throbbing, pulsating, aching, tearing or
stabbing?
- R: Radiation or Region of symptoms: Does the pain travel, or is
it only in one location? Has it always been in the same area, or
did it start somewhere else?
- S: Severity of symptoms or rating on a pain scale. Does it
affect activities of daily living such as walking, sitting, eating,
or sleeping?
- T: Time or how long have they had the symptoms. Is it worse
after eating, changes in weather, or time of day?
S-A-M-P-L-E
- S: Signs and symptoms
- A: Allergies
- M: Medications
- P: Past medical history
- L: Last meal or oral intake
- E: Events before the acute situation
Pain Assessment
Pain, or the fifth vital sign, is a crucial component in
providing the appropriate care to the patient. Pain assessment may
be subjective and difficult to measure. Pain is anything the
patient or client states that it is to them. As nurses, you should
be aware of the many factors that can influence the patient's pain.
Systematic pain assessment, measurement, and reassessment enhance
the ability to keep the patient comfortable. Pain scales that are
age appropriate assist in the concise measurement and communication
of pain among providers. Improvement of communication regarding
pain assessment and reassessment during admission and discharge
processes facilitate pain management, thus enhancing overall
function and quality of life in a trickle-down fashion.
According to one performance and improvement outpatient project
in 2017, areas for improvement in pain reassessment policies and
procedures were identified in a clinic setting. The study concluded
compliance rates for the 30-minute time requirement outlined in the
clinic policy for pain reassessment were found to be low. Heavy
patient load, staff memory rather than documentation, and a lack of
standardized procedures in the electronic health record (EHR)
design played a role in low compliance with the reassessment of
pain. Barriers to pain assessment and reassessment are important
benchmarks in quality improvement projects. Key performance
indicators (KPIs) to improve pain management goals and overall
patient satisfaction, balanced with the challenges of an opioid
crisis and oversedation risks, all play a role in future research
studies and quality of care projects. Recognition of indicators of
pain and comprehensive knowledge in pain assessment will guide care
and pain management protocols.
Indicators of Pain
- Restlessness or pacing
- Groaning or moaning
- Crying
- Gasping or grunting
- Nausea or vomiting
- Diaphoresis
- Clenching of the teeth and facial expressions
- Tachycardia or blood pressure changes
- Panting or increased respiratory rate
- Clutching or protecting a part of the body
- Unable to speak or open eyes
- Decreased interest in activities, social gatherings, or old
routines
Psychosocial Assessment
The primary consideration is the health and emotional needs of
the patient. Assessment of cognitive function, checking for
hallucinations and delusions, evaluating concentration levels, and
inquiring into interests and level of activity constitute a mental
or emotional health assessment. Asking about how the client feels
and their response to those feelings is part of a psychological
assessment. Are they agitated, irritable, speaking in loud vocal
tones, demanding, depressed, suicidal, unable to talk, have a flat
affect, crying, overwhelmed, or are there any signs of substance
abuse? The psychological examination may include perceptions,
whether justifiable or not, on the part of the patient or client.
Religion and cultural beliefs are critical areas to consider.
Screening for delirium is essential because symptoms are often
subtle and easily overlooked, or explained away as fatigue or
depression.
Safety Assessment
- Ambulatory aids
- Environmental concerns, home safety
- Domestic and family violence risk, human trafficking risks,
elder or child abuse risk
- Fall risk
- Suicidal ideation (initiate suicide precautions as directed by
institutional policy)
Therapeutic Communication Techniques Used to Take a
Good History
Multiple strategies are employed that will include:
- Active, attentive listening
- Reflection, sharing observations
- Empathy
- Share hope
- Share humor
- Touch
- Therapeutic silence
- Provide information
- Clarification
- Focusing
- Paraphrasing
- Asking relevant questions
- Summarizing
- Self-disclosure
- Confrontation
- Active, attentive listening: Attention to the details of what
the patient is saying either in a verbal or nonverbal manner
- Reflection, share observations: Repeat the patient’s words to
encourage discussion, state observations that will not make the
patient angry or embarrassed; i.e., " You seem tired today,
sad...," " You have hardly eaten anything this morning."
- Empathy: Demonstrate that you understand and feel for the
patient, recognition of their current situation and perceived
feelings, and communicating in a nonjudgmental, unbiased way of
acceptance
- Share hope: Ensure in the patient a sense of power, hope in an
often hopeless environment, and the possibility of a positive
outcome
- Share humor: Fosters a relationship of emotional support,
establishes rapport, acts as a positive diversion technique, and
promotes physical and mental well being. Cultural considerations
play a role in humor
- Touch: Touch may be a source of comfort or discomfort for a
patient, wanted or unwanted; observe verbal and nonverbal cues with
touch; holding a hand, conducting a physical assessment, performing
a procedure
- Therapeutic silence: Fosters an environment of patience,
thought and reflection on difficult decisions, and allows time to
observe any nonverbal signs of discomfort (the patient typically
breaks the silence first)
- Provide information: During an assessment and care, inform the
patient as to what is about to happen, explain findings and the
need for further testing or observation to promote trust and
decrease anxiety
- Clarification: Ask questions to clear up ambiguous statements,
ask the client or patient to rephrase or restate confusing remarks
so wrong assumptions are clarifiable and a missed opportunity for
valuable information forgone
- Focusing: Brings the focus of the conversation to an essential
area of concern, eliminating vague or rambling dialogue, centers
the assessment on the source of discomfort and pertinent details in
the history
- Paraphrasing: Invites patient participation and understanding
in a conversation
- Asking relevant questions: Questions are general at first then
become more specific; asked in a logical, consecutive order;
open-ended, close-ended, and focused questions may be useful during
an assessment
- Summarizing: Provides a review of assessment findings, offers
clarification opportunities, informs the next step in the admission
and hospitalization process
- Self-disclosure: Promotes a trusting relationship, the feeling
that the patient is not in this alone, or unique in their current
circumstances; provides a framework for hope, support, and
respect
- Confrontation: You may have to confront the patient after a
trustful rapport has been established, discussing any
inconsistencies in the history, thought processes, or inappropriate
behavior
Cultural Assessment
The cultural competency assessment will identify factors that
may impede the implementation of nursing diagnosis and care.
Information obtained should include:
- Ethnic origin, languages spoken, and need for an
interpreter
- Primary language preferred for written and verbal
instructions
- Support system, decision makers
- Living arrangements
- Religious practices
- Emotional responses
- Special food requirements, dietary considerations
- Cultural customs or taboos such as unwanted touching or eye
contact
Physical Examination Techniques
Initial evaluation or the general survey may include:
- Stature
- Overall health status
- Body habitus
- Personal hygiene, grooming
- Skin condition such as signs of breakdown or chronic
wounds
- Breath and body odor
- Overall mood and psychological state
- Initial vital sign measurements: temperature recorded in
Celsius in most institutions, respiratory rate, pulse rate, blood
pressure with appropriate sized cuff, pulse oximetry reading and
note if on room air or oxygen; accurately measured weight in
kilograms with the proper scale and height measurement, so body
mass index (BMI) is calculable for dosing weights and nutritional
guidelines
Secondary Assessment
- Cardiovascular
- Pulmonary
- Gastrointestinal
- Musculoskeletal
- Neurological
- Genitourinary/Pelvic
- Integumentary
- Mental status and behavioral
Techniques
Inspection
- Look at all areas of the skin, including those under clothing
or gowns
- Ensure patient is undressed, allowing for privacy, uncover one
body part at a time if possible
- Lighting should be bright
- Be alert for any malodors from the body including the oral
cavity; fecal odor, fruity-smell, odor of alcohol or tobacco on the
breath
- Compare one side to the other, and ask the patient about any
asymmetrical areas
- Observe for color, rashes, skin breakdown, tubes and drains,
scars, bruising, burns
- Grade any edema present
- Document pertinent normal and abnormal findings
Palpation
- Texture
- Size
- Consistency
- Crepitus
- Any masses
- Turgor
- Tenderness
- Temperature and moisture (warm, moist or cool, and dry)
- Distention
- Tactile fremitus
Percussion
- Good hand and finger technique
- Good striking and listening technique
- Especially important in the pulmonary and gastrointestinal
systems
- Dull, flat, resonance, hyper-resonance, or tympany sounds
- Percussion is an advanced technique requiring a specific skill
set to perform. Therefore, it is a skill practiced by advanced
practice nurses as opposed to a bedside nurse on a routine
basis
Auscultation
- Listening to body sounds such as bowel sounds, breath sounds,
and heart sounds
- Important in examination of the heart, blood pressure, and
gastrointestinal system
- Listen for bruits, murmurs, friction rubs, and irregularities
in pulse
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