Professional Documents
Culture Documents
3 Assessment
3 Assessment
3 Assessment
Types of Assessments
In 2008, the Joint Commission established a nursing
Type
practice guideline stating that each client should have
Initial assessment
an initial nursing assessment consisting of a history
Problem-focused assessment
and physical examination performed and documented
Emergency assessment
within 24 hours of admission as an inpatient.
Time-lapsed reassessment
The guideline states further that an LPN may gather the
Time Performed
data but the RN is responsible for care and must
Performed within specified time after admission to a
assess the data determining the needs of the client.
health care agency
The RN also has the responsibility for developing the
Ongoing process integrated with nursing care
client's plan of care.
During any physiological or psychological crisis of the
client
Data Collection
Several months after initial assessment
o is the process of gathering information about a
Purpose
client's health status.
To establish a complete database for problem
o must be both systematic and continuous to prevent
identification, refer ence, and future comparison
the omission of significant data and reflect a client's
To determine the status of a specific problem identified
changing health status.
in an earlier assessment
=
To identify life-threatening problems To identify new or
overlooked problems
Database
To compare the client's current status to baseline data
A database contains all the information about a client;
previously obtained
it includes the nursing health history, physical
Example
assessment, primary care provider's history and
Nursing admission assessment
physical examination, results of laboratory and
Hourly assessment of client's fluid intake and urinary
diagnostic tests, and materials contributed by other
output in an ICU
health personnel.
Assessment of client's ability to perform self-care
while assisting a client to bathe
Client data should include past history as well as Illnesses
current problems. Immunizations and the date
The collection of data allows the nurse, client, and Allergies to drugs, animals, insects, or other
health care team to identify health-related problems or environmental agents, the type of reaction that occurs,
risk factors that could cause changes in a client's and how the reaction is treated
health status. Accidents and injuries: how, when, and where the
incident occurred, type of injury, treatment received,
Components of a Nursing Health History and any complications
Hospitalization for serious illnesses: reasons for the
Components of a Nursing Health History hospitalization, dates, surgery performed, course of
o Biographic data recovery, and any complications
o Chief complaint or reason for visit Medications: all currently used prescription, over-the-
o History of present illness counter medications, such as aspirin, nasal spray,
o Past history vitamins, or laxatives, and herbal supplements
o Family history of illness
o Lifestyle Family History of Illness
o Social data To ascertain risk factors for certain diseases, the ages
o Psychological data of siblings, parents, and grandparents and their current
o Patterns of Health Care state of health or, if they are deceased, the cause of
death are obtained.
Particular attention should be given to disorders such
Biographic Data as heart disease, cancer, diabetes, hypertension,
o Client's name, address, age, sex, marital status, obesity, allergies, arthritis, tuberculosis, bleeding,
occupation, religious preference, health care financing, alcoholism, and any mental health disorders.
and usual source of medical care.
Chief Complaint or Reason for Visit
o "What is troubling you?" Lifestyle
o "Describe the reason you came to the hospital or Personal habits: the amount, frequency, and duration of
clinic today." substance use (tobacco, alcohol, coffee, cola, tea, and
The chief complaint should be recorded in the client's illegal or recreational drugs)
own words. Diet: description of a typical diet on a normal day or
any special diet, number of meals and snacks per day,
History of Present Illness who cooks and shops for food, ethnic food patterns,
- When the symptoms started and allergies
- Whether the onset of symptoms was sudden or Sleep patterns: usual daily sleep/wake times,
gradual difficulties sleeping, and remedies used for difficulties
- How often the problem occurs
- Exact location of the distress
- Character of the complaint (e.g., intensity of pain or • Activities of daily living (ADLs): any difficulties
quality of sputum, emesis, or discharge) experienced in the basic activities of eating, grooming,
- Activity in which the client was involved when the dressing, elimination, and locomotion
problem occurred • Instrumental ADLs: any difficulties experienced in
- Phenomena or symptoms associated with the chief food preparation, shopping, transportation,
complaint housekeeping, laundry, and ability to use the telephone,
- Factors that aggravate or alleviate the problem handle finances, and manage medications
• Recreation/hobbies: exercise activity and tolerance,
Past History hobbies and other interests, and vacations
they can be seen, heard, felt, or smelled, and they are
obtained by observation or physical examination
Social Data Eg: a discoloration of the skin or a blood pressure
• Family relationships/friendships: the client's support reading
system in times of stress (who helps in time of need?),
what effect the client's illness has on the family, and
whether any family problems are affecting the client During the physical examination, the nurse obtains
• Ethnic affiliation: health customs and beliefs; cultural objective data to validate subjective data and to
practices that may affect health care and recovery complete the assessment phase of the nursing
• Educational history: data about the client's highest process.
level of education attained and any past difficulties • Constant data is information that does not change
with learning over time such as race or blood type.
• Variable data can change quickly, frequently, or rarely
Psychological Data and include such data as blood pressure, level of pain,
• Major stressors experienced and the client's and age.
perception of them
• Usual coping pattern for a serious problem or a high Examples of Subjective and Objective Data
level of stress Subjective
• Communication style: ability to verbalize appropriate "I feel weak all over when I exert myself."
emotion; nonverbal communication such as eye Client states he has a cramping pain in his abdomen.
movements, gestures, use of touch, and posture; States, "I feel sick to my stomach."
interactions with support persons; and the congruence "I'm short of breath."
of nonverbal behavior and verbal expression Wife states: "He doesn't seem so sad today." (This is
subjective and secondary source data.)
Patterns of Health Care "I would like to see the chaplain before surgery."
• All health care resources the client is currently using Objective
and has used in the past. Blood pressure 90/50 mmHg* Apical pulse 104
• These include the primary care provider, specialists, beats/min Skin pale and diaphoretic
dentist, folk practitioners, health clinic, or health center; Vomited 100 mL green-tinged fluid Abdomen firm and
whether the client considers the care being provided slightly distended Active bowel sounds auscultated in
adequate; and whether access to health care is a all four quadrants
problem. Lung sounds clear bilaterally; diminished in right lower
lobe
Client cried during interview
Types of Data Holding open Bible
Subjective Has small silver cross on bedside table
- symptoms - covert data "Blood pressure obtained using an external cuff and
- apparent only to the person affected and can be manometer may be considered secondary or indirect
described or verified only by that person data since it does not directly measure the pressure
Eg: Itching, pain, and feelings of worry, the client's within the arteries.
sensations, feelings, values, beliefs, attitudes, and
perception of personal health status and life situation. Sources of Data
Objective o Client
- signs O Support People
- overt data o Client Records
- are detectable by an observer or can be measured or o Health Care Professionals
tested against an accepted standard o Literature
Nurses, social workers, primary care providers, and
physiotherapists, for example, may have information
Client from either previous or current contact with the client.
The best source of data is usually the client, unless the Sharing of information among professionals is
client is too ill, young, or confused to communicate especially important to ensure continuity of care when
clearly. clients are transferred to and from home and health
The client can provide subjective data that no one else care agencies.
can offer.
If the client is hesitant to provide data, remind the
client that the privacy of all data collected is protected Literature
and can only be shared with persons who have a Standards or norms against which to compare findings
legitimate health-related need to know it. (e.g., height and weight tables, normal developmental
tasks for an age group)
Support People Cultural and social health practices
Family members, friends, and caregivers who know the Spiritual beliefs
client well often can supplement or verify information Assessment data needed for specific client conditions
provided by the client. Nursing interventions and evaluation criteria relevant to
Support people are an especially important source of a client's health problems
data for a client who is very young, unconscious, or Information about medical diagnoses, treatment, and
confused. prognoses
Before eliciting data from support people, the nurse Current methodologies and research findings.
should ensure that the client, if mentally able,
authorizes such input. The nurse should also indicate Data Collection Methods
on the nursing history that the data were obtained from o Observing
a support person. o Interviewing - health history
O Examining - physical assessment
Client Records
Client records include information documented by Observing
various health care professionals. To observe is to gather data by using the senses.
Client records also contain data regarding the client's Observing is a conscious, deliberate skill that is
occupation, religion, and marital status. developed through effort and with an organized
By reviewing such records before interviewing the approach.
client, the nurse can avoid asking questions for which Observing has two aspects: (a) noticing the data and
answers have already been supplied. Repeated (b) selecting, organizing, and interpreting the data.
questioning can be stressful and annoying to clients Observing, therefore, involves distinguishing data in a
and cause concern about the lack of communication meaningful manner.
among health professionals. The experienced nurse is often able to attend to an
Types of client records include medical records, intervention and at the same time make important
records of therapies, and laboratory records. observations. The beginning student must learn to
make observations and complete tasks
Healthcare Professionals simultaneously.
Because assessment is an ongoing process, verbal
reports from other health care professionals serve as Nursing observations must be organized so that
other potential sources of information about a client's nothing significant is missed. Most nurses develop a
health. particular sequence for observing events, usually
focusing on the client first. For example, a nurse walks
into a client's room and observes, in the following Used in emergency situation
order: Open-ended
1. Clinical signs of client distress (e.g., pallor or - Non-directive interview
flushing, labored breathing, and behavior indicating - Invite clients to discover, explore, elaborate, clarify,
pain or emotional distress) and illustrate thoughts/feelings
2. Threats to the client's safety, real or anticipated (e.g., - Invites answers longer than two words
a lowered side rail) - "What" or "How"
3. The presence and functioning of associated Nurses often find it necessary to use a combination of
equipment (e.g., intravenous equipment and oxygen) closed and open-ended questions throughout an
4. The immediate environment, including the people in interview to accomplish the goals of the interview and
it. obtain needed information.
Interviewing
An interview is a planned communication or a Neutral Question
conversation with a purpose - Client can answer without direction or pressure from
In a focused interview the nurse asks the client specific the nurse
questions to collect information related to the client's - Open-ended
problem. This allows the nurse to collect information - Used in non-directive interviews
that may have previously been missed and yields more "How do you feel about that?" "What do you think let to
in depth information (D'Amico & Barbarito, 2013). the operation?"
Leading Question
Usually closed
Two Approaches - Used in directive interview
Directive - Directs the client's answer
Non-Directive - Gives client less opportunity to decide whether the
Highly structured answer is true or not
Elicits specific information "You're stressed about the surgery tomorrow, aren't
- Nurse establishes the purpose and controls the you?" "You will take your medicine, won't you?"
interview
- Limited opportunity for client to ask questions or Try to avoid asking "why" questions. These questions
discuss concerns used in an emergency situation can be perceived as a form of interrogation by the
Rapport-building interview client (Kneisl & Trigoboff, 2013).
- Nurse allows client to control the purpose, subject Because the goal of questioning is to elicit as much
matter, and pacing purposeful information as possible, anything that puts
A combination of directive and nondirective the client on the defensive will interfere with reaching
approaches is usually appropriate during the that goal.
information-gathering interview. However, in an emergency situation the use of probing
and direct questioning may be appropriate to gain a
Types of Interview Questions greater volume of data in a shorter period of time
Closed-ended (Kneisl & Trigoboff, 2013).
- Directive interview
- Restrictive
"Yes" or "No" Planning the interview and setting
- Short factual answers that provide specific Both nurses and clients are made comfortable in order
information to encourage an effective interview by balancing
-"Who," "When," "Where," "What," several factors.
"Do," "Is" o Time
o Place Translating medical terminology is a specialized skill
o Seating Arrangement because not all persons fluent in the conversational
o Distance form of a language are familiar with anatomic or other
o Language health terms.
If giving written documents to clients, the nurse must
Time determine that the client can read in his or her native
Nurses need to plan interviews with clients when the language. Live translation is preferred since the client
client is physically comfortable and free of pain, and can then ask questions for clarification.
when interruptions by friends, family, and other health
professionals are minimal. 3/24/ 2022
Place
A well-lighted, well-ventilated room that is relatively
free of noise, movements, and distractions encourages Stages of an Interview
communication. o The Opening - Introduction
In addition, a place where others cannot overhear or o The Body - Development
see the client is desirable. o The Closing
Seating Arrangement
Nurse can sit at a 45-degree angle to the bed when The Opening
client is in a bed Sets the tone for the remainder of the interview.
Overbed table between the client and the nurse during The purposes of the opening are to establish rapport
initial admission interview and orient the interviewee.
Two chairs placed at right angles to a desk or a few Establishing rapport is a process of creating goodwill
feet apart with no table in between and trust. It can begin with a greeting or a self-
Standing and looking down at a client who is in bed or introduction accompanied by nonverbal gestures such
in a chair as a smile, a handshake, and a friendly manner.
Sitting behind a table or standing at the foot of the bed In orientation, the nurse explains the purpose and
Nurse behind a desk and the client seated across nature of the interview, for example, what information
is ded, how long it will take, and what is expected of the
Distance client. The nurse tells the client how the information
The distance between the interviewer and interviewee will be used and usually states that the client has the
should be neither too small nor too great, because right not to provide data.
people feel uncomfortable when talking to someone
who is too close or too far away. The Body
Proxemics is the study of use of space. In the body of the interview, the client communicates
Most people feel comfortable maintaining a distance what he or she thinks, feels, knows, and perceives in
of 2 to 3 feet during an interview. response to questions from the nurse.
Some clients require more or less personal space, Effective development of the interview demands that
depending on their cultural and personal needs. the nurse use communication techniques that make
both parties feel comfortable and serve the purpose of
Language the interview.
Failure to communicate in language the client can
understand is a form of discrimination. The nurse must The Closing
convert complicated medical terminology into common The nurse terminates the interview when the needed
English usage, and interpreters or translators are information has been obtained. In some cases,
needed if the client and the nurse do not speak the however, a client terminates it, for example, when
same language or dialect deciding not to give any more information or when
unable to offer more information for some other Data collection is focused on the person's perceived
reason-fatigue, for example. The closing is important level of health and well-being, and on practices for
for maintaining rapport and trust and for facilitating maintaining health. Habits that may be detrimental to
future interactions. health are also evaluated, including smoking and
alcohol or drug use.
The following techniques are commonly used to close Actual or potential problems related to safety and
an interview: health management may be identified as well as needs
1. Offer to answer questions for modifications in the home or needs for continued
2. Conclude by saying "Well, that's all I need to know for care in the home.
now"
3. Thank the client Gordon's Functional Health Pattern Framework
4. Express concern for the person's welfare and future Nutrition and Metabolic
5. Plan for the next meeting Assessment is focused on the pattern of food and fluid
6. Provide a summary to verify accuracy and consumption relative to metabolic need. The adequacy
agreement of local nutrient supplies is evaluated.
Actual or potential problems related to fluid balance,
Examining tissue integrity, and host defenses may be identified as
The physical examination or physical assessment is a well as problems with the gastrointestinal system.
systematic data collection method that uses
observation to detect health problems. Gordon's Functional Health Pattern Framework
To conduct the examination, the nurse uses techniques Elimination
of inspection, auscultation, palpation, and percussion •Data collection is focused on excretory patterns
(bowel, bladder, skin).
•Excretory problems such as incontinence,
Organizing constipation, diarrhea, and urinary retention may be
identified.
Organizing Data Activity and Exercise
The nurse uses a written (or electronic) format that Assessment is focused on the activities of daily living
organizes the assessment data systematically. This is requiring energy expenditure, including self-care
often referred to as a nursing health history, nursing activities, exercise, and leisure activities.
assessment, or nursing database form. The format The status of major body systems involved with activity
may be modified according to the client's physical and exercise is evaluated, including the respiratory,
status. cardiovascular, and musculoskeletal systems.
Documenting