Friday, March 30, 2012

Chapter 5: Adult Physical Assessment


THE PATIENT HISTORY
GENERAL PRINCIPLES
  • The first step in caring for a patient and in soliciting active cooperation is to gather a careful and complete history.
    • In all patient concerns and problems, an accurate history is the foundation on which data collection and the process of assessment are based.
    • The comprehensiveness of the history elicited will depend on the information available in the patient's record and the reliability of the patient.
  • Time spent early in the nurse-patient relationship gathering detailed information about what the patient knows, thinks, and feels about the problems will prevent time-consuming errors and misunderstandings later.
  • Skill in interviewing will affect both the accuracy of information elicited and the quality of the relationship established with the patient. This point cannot be overemphasized; the reader is encouraged to consult other sources for detailed discussion of techniques of health interviewing.
  • The purpose of the interview is to encourage an exchange of information between the patient and the nurse. The patient must feel that his words are understood and that concerns are being heard and dealt with sensitively.
INTERVIEWING TECHNIQUES
  • Provide privacy in as quiet a place as possible and see that the patient is comfortable.
  • Begin the interview with a courteous greeting and an introduction. Address the patient as Mr., Mrs., or Ms. and shake hands if appropriate. Explain who you are and the reason for your presence.
  • Make sure that facial expressions, body movements, and tone of voice are pleasant, unhurried, and nonjudgmental, and that they convey the attitude of a sensitive listener so the patient will feel free to express his thoughts and feelings.
  • Avoid reassuring the patient prematurely (before you have adequate information about the problem). This only cuts
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    off discussion; the patient may then be unwilling to bring up a problem causing concern.
  • At times, a patient gives cues or suggests information, but does not tell enough. It may be necessary to probe for more information to obtain a thorough history; the patient must realize that this is done for his benefit.
  • Guide the interview so the necessary information is obtained without cutting off discussion. Controlling a rambling patient is often difficult but, with practice, it can be done without jeopardizing the quality of the information gained.
IDENTIFYING INFORMATION
Purposes
  • To eliminate confusion about the patient's identity and obtain the information required for contacting the patient if the need arises
  • To provide you with an introduction to the patient and some indication of his habits, lifestyle, and beliefs, which may be explored in greater depth in the personal and social history
  • To initiate a relationship based on recognition of the importance of the informant's role in sharing in the care of the patient (when this is the case)
Types of Information Needed
  • Date and time
  • Patient's name, address, telephone number, race, religion, birth date, and age
  • Name of referring practitioner
  • Insurance data
  • Name of informant—the patient may be the person giving the history; if not, record the name, address, telephone number, and relationship to the patient of the person giving the history
  • Accuracy and reliability of informant—this is a judgment based on the consistency of responses to questions and on a comparison of information in the history with your own observations in the physical examination
Method of Collecting Data
  • Careful interviewing of the patient or caregiver will provide most of the information.
  • The patient's hospital or clinic record may also be a valuable source.
  • Repeat information when necessary to verify accuracy (eg, to ensure that there has been no change in address or telephone number).
  • Assume a direct and professional manner.
  • Explain the reasons why the information is needed to help put the patient at ease.
CHIEF COMPLAINT
Purposes
  • To allow the patient to describe his own problems and expectations with little or no direction from the interviewer
  • To identify the overriding problem for which the patient is seeking help
    • Adults with chronic conditions often have numerous complaints.
    • If possible, focus on a single problem or concern—the one most important to the patient.
  • To identify the patient's feelings about symptoms (The patient may show fear, guilt, or defensiveness in this first statement.)
Types of Information Needed
A brief statement of the patient's primary problem or concern in the patient's own words, including the duration of the complaint. Example: “hacking cough × 3 weeks.”
Method of Collecting Data
  • Ask the patient a direct question such as, “For what reason have you come to the hospital?” or “What seems to be bothering your most at this time?”
  • Avoid confusing questions such as, “What brings you here?” (“The bus.”) or “Why are you here?” (“That's what I came to find out.”)
  • Ask how long the concern or problem has been present; for example, whether it has been hours, days, or weeks. If necessary, establish the time of onset precisely by offering such clues as “Did you feel this way a month (6 months or 2 years) ago?”
  • Let the patient speak freely without offering your opinion until he has had an opportunity to identify the problem as clearly as possible.
  • Write down what the patient says using quotation marks to identify patient's words.
HISTORY OF PRESENT ILLNESS
Purposes
  • To amplify the description of the chief complaint and to clarify its relationship to other symptoms and events
  • To complete a symptom analysis by carefully describing a symptom or problem that may be a clue to future diagnosis
Types of Information Needed
  • A detailed chronological picture beginning with the time the patient was last well (or, in the case of a problem with an acute onset, the patient's condition just before the onset of the problem) and ending with a description of the patient's current condition.
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  • If there is more than one important problem, each is described in a separate, chronologically organized paragraph in the written history of present illness.
  • The outline for reporting the present illness will vary with each case.
Method of Collecting Data
  • Investigate the chief complaint by eliciting more information through the use of the pneumonic “OLD CARTS”:
    • Onset (setting, circumstances, rapidity, or manner in which it began)
    • Location (exact place where the symptom is felt, radiation pattern)
    • Duration (how long; if intermittent, the frequency and duration of each episode)
    • Character/course (nature or quality of the symptom, such as sharp pain, interference with activity, how it has changed or evolved over time; ask to describe a typical episode)
    • Aggravating/associated factors (medications, rest, activity, diet; associated nausea, fever, and other symptoms)
    • Relieving factors (lying down, having bowel movement)
    • Treatments tried (pharmacologic and nonpharmacologic methods attempted and their outcomes)
    • Severity (the quantity of the symptom; for example, how severe on scale of 1 to 10)
  • Alternately, use the pneumonic PQRST: provocative/palliative factors, quality/quantity, region/radiation, severity, timing.
  • Obtain OLD CARTS data for all the major problems associated with the present illness, as applicable.
  • Clarify the chronology of the illness by asking questions and summarizing the history of present illness for the patient to comment on.
  • In the case of acute infections, inquire about possible exposure or an incubation period.
  • In both acute and chronic illnesses, note whether the patient has experienced a change in function or activity due to illness.
  • Get the patient's subjective appraisal of whether the symptom or problem is getting better or worse.
  • Organize the information for recording or presentation.
PAST MEDICAL HISTORY
Purposes
  • To determine the background health status of the patient, including present status, recent health conditions, and past health conditions
  • To identify any change in the patient's normal pattern of health as well as clues that may aid in diagnosing the present illness
  • To serve as a basis for nursing care planning for holistic patient care
Types of Information Needed
  • General health and lifestyle patterns—sleeping pattern, diet, stability of weight, usual exercise and activities, use of tobacco, alcohol, illicit drugs
  • Acute infectious diseases—measles, mumps, whooping cough, chickenpox, pneumonia, pleurisy, tuberculosis, scarlet fever, acute rheumatic fever, rheumatic heart disease, tonsillitis, hepatitis, polio, sexually transmitted disease (STD), tropical or parasitic diseases, any other acute infectious problem the patient describes
  • Immunization—polio, diphtheria, pertussis, tetanus, measles, mumps, rubella, haemophilus influenza type b, hepatitis B, hepatitis A, pneumococcal influenza, varicella, Lyme, and last purified protein derivative or other skin test, abnormal or unusual reactions (give date when possible)
  • Operation—indications, diagnosis, dates, hospital, surgeon, complications
  • Previous hospitalizations—physician, hospital data (year), diagnosis, treatment
  • Injuries—type, treatment, outcome
  • Major acute and chronic illnesses (any serious or prolonged illnesses not requiring hospitalization)—dates, symptoms, course, treatment
  • Medications—prescription drugs from all providers (including ophthalmologist and dentist); nonprescription drugs including vitamins, supplements, and herbal products; include dosage, length of use, and adherence
  • Allergies—environmental allergies, food allergies, drug reactions; give type of reaction (hives, rhinitis, local reaction, angioedema, anaphylaxis)
  • Obstetric history (may appear in review of systems)
    • Pregnancies, miscarriages, abortions
    • Describe course of pregnancy, labor, and delivery; date, place of delivery
  • Psychiatric history (may appear in review of systems)—treatment by a mental health provider, diagnosis, date, place, medications
Method of Collecting Data
  • Begin by explaining the purpose and type of questions you will be asking; for example, “I am now going to ask you some questions about your past health.”
  • Explain that these questions are important to obtain an accurate picture of all the events that affected or that did not affect the patient's health in the past.
  • Use direct questions; for example, “How would you describe your general health?” and then proceed with more specific queries, such as “Has your weight been stable over the past 5 years?”

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FAMILY HISTORY
Purposes
  • To present a picture of the patient's family health, including that of grandparents, parents, brothers, sisters, aunts, and uncles. It also involves the health of close relatives because some diseases show a familial tendency or are hereditary.
  • To describe the health of the patient's spouse and children because this may give clues about possible communicable disease problems. It also will be important in determining what sort of condition a family is in and how this affects the patient.
Types of Information Needed
  • Age and health status (or age at and cause of death) of maternal and paternal grandparents, parents, siblings
  • History, in immediate and close relatives, of heart disease, hypertension, stroke, diabetes, gout, kidney disease or stones, thyroid disease, pulmonary disease, blood problems, cancer (types), epilepsy, mental illness, arthritis, alcoholism, obesity
  • Genetic disorders, such as hemophilia or sickle cell disease
  • Age and health status of spouse and children
Method of Collecting Data
  • Begin with an explanation of what you are asking and why because the patient may not understand the purpose of your questions. For example: “I am going to ask about the health of your immediate family and relatives. It is important to know if there are any conditions that tend to or could occur in your family, or in you as a member of the family.”
  • Ask direct questions.
    • Begin with the patient's siblings.
      “Do you have any brothers and sisters?”
      How old are they and what is the state of their health?”
    • List each sibling separately, giving age and state of health.
REVIEW OF SYSTEMS
Purposes
  • To obtain detailed information about the current state of the patient and any past symptoms, or lack of symptoms, patient may have experienced related to a particular body system
  • May give clues to diagnosis of multisystem disorders or progression of a disorder to other areas
Types of Information Needed
Subjective information about what the patient feels or sees with regard to the major systems of the body.
  • Skin—rash, itching, change in pigmentation or texture, sweating, hair growth and distribution, condition of nails, skin care habits, protection from sun
  • Skeletal—stiffness of joints, pain, deformity, restriction of motion, swelling, redness, heat (If there are problems, ask the patient to specify any activities of daily life that are difficult or impossible to perform.)
  • Head—headaches, dizziness, syncope, head injuries
  • Eyes—vision, pain, diplopia, photophobia, blind spots, itching, burning, discharge, recent change in appearance or vision, glaucoma, cataracts, glasses or contact lenses worn, date of last refraction, infection
  • Ears—hearing acuity, earache, discharge, tinnitus, vertigo, history of tubes or infection
  • Nose—sense of smell, frequency of colds, obstruction, epistaxis, postnasal discharge, sinus pain or therapy, use of nose drops or sprays (type and frequency)
  • Teeth—pain; bleeding, swollen or receding gums; recent abscesses, extractions; dentures; dental hygiene practices, last dental examination
  • Mouth and tongue—soreness of tongue or buccal mucosa, ulcers, swelling
  • Throat—sore throat, tonsillitis, hoarseness, dysphagia
  • Neck—pain, stiffness, swelling, enlarged glands or lymph nodes
  • Endocrine—goiter, thyroid tenderness, tremors, weakness, tolerance to heat and cold, changes in hat or glove size, changes in skin pigmentation, libido, easy bruising, muscle cramps, polyuria, polydipsia, polyphagia, hormone therapy, unexplained weight change
  • Respiratory
    • Pain in the chest and relationship to respirations
    • Dyspnea, wheezing, cough, sputum (character, quantity), hemoptysis
    • Last tuberculin test or chest X-ray and result (indicate where obtained)
    • Exposure to tuberculosis
  • Cardiovascular
    • Presence of pain or distress and location (have patient point to location); radiation of pain; precipitating or aggravating causes; alleviating measures; timing and duration
    • Palpitations, dyspnea, orthopnea (note number of pillows required for sleeping), history of heart murmur, edema, cyanosis, claudication, varicose veins
    • Exercise tolerance (determine in relation to patient's regular activities—how much can he do before stopping to rest?)
    • Blood pressure (if known): last electrocardiogram (ECG) and results (indicate where obtained)
  • Hematologic—anemia (if so, treatment received), tendency to bruise or bleed, thromboses, thrombophlebitis, any known abnormalities of blood cells
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  • Lymph nodes—enlargement, tenderness, suppuration, duration and progress of abnormality
  • Gastrointestinal
    • Appetite and digestion, intolerance to certain classes of foods
    • Pain associated with hunger or eating, eructation, regurgitation, heartburn, nausea, vomiting, hematemesis
    • Regularity of bowel movement (describe normal bowel habits and whether they have changed recently); diarrhea, flatulence, stools (color—brown, black, clay; tarry, fresh blood, mucus)
    • Hemorrhoids, jaundice, dark urine, use of laxatives—type, frequency
    • History of ulcer, gallstones, polyps, tumors
    • Previous diagnostic tests—where, when, results
  • Genitourinary—dysuria, pain, urgency, frequency, hematuria, nocturia, polydipsia, polyuria, oliguria, edema of the face, hesitancy, dribbling, loss in size or force of stream, passage of stones, stress incontinence, hernias, human immunodeficiency virus status, history of STD
    • Males—puberty onset, sexual activity, use of condoms, libido, sexual dysfunction
    • Females
      • Menses—onset, regularity, duration of flow, dysmenorrhea, last period, intermenstrual bleeding or discharge, dyspareunia
      • Libido, sexual activity, satisfaction with sexual relations
      • Pregnancies (see “Past Medical History,” page 48)
      • Methods of contraception, STD protection
      • Breasts—pain, tenderness, discharge, lumps, mammograms, breast self-examination (techniques and timing with regard to menstrual cycle)
  • Neurologic
    • Mental status—history of loss of consciousness; orientation to time, place, person
    • Memory—distant and recent
    • Cognition, or ability of patient to conceptualize (very useful information in determining a health education plan for the patient)
    • Incoordination, weakness, numbness, paresthesia, tremors, muscle cramps
  • Psychiatric
    • Patient's description of personality—how patient views self
    • Mood changes, difficulty concentrating, sadness, nervousness, tension, irritability, change in social interaction
    • Obsessive thoughts, compulsions, manic episodes, suicidal or homicidal thoughts
  • General constitutional symptoms—fever, chills, night sweats, malaise, fatigability, recent loss or gain of weight
Method of Collecting Data
  • Begin by explaining to the patient—“I am going to ask you many questions about your body that will help in understanding your present problem.”
  • Ask direct questions about each system, using terms that the patient understands.
  • Whenever the patient complains or suggests a symptom, ask the questions outlined under method of collecting data about the present illness (onset, duration).
  • Never assume that things are “OK” if the patient fails to mention something.
    • Ask about every aspect of the function of a particular system and be sure to record the patient's responses.
    • Often, the fact that a body system has been free from any symptoms is as important as any symptoms that have been experienced.
  • If necessary, memorize a list of questions for each system or use a list when interviewing the patient. Knowing what to ask about each system is based on knowledge of the function of each body system and of the way that normal function manifests itself.
PERSONAL AND SOCIAL HISTORY
Purposes
  • To describe the patient's life situation—may have a bearing on the present condition, overall health, or ability to cope
  • To develop a plan of care that “fits” the patient. Here the interviewer finds out the many personal and family resources an individual has to aid in coping with the situation—both long-term and short-term
  • To identify an opportunity for health promotion activities
  • To determine if the patient's occupation is directly or indirectly related to his condition
Types of Information Needed
  • Personal status—birth place, education, armed service affiliation, position in the family, education level, satisfaction with life situations (home and job), personal concerns
  • Habits and lifestyle patterns
    • Sleeping pattern, number of hours of sleep, difficulty sleeping
    • Exercise, activities, recreation, hobbies
    • Nutrition and eating habits (diet recall for a typical day)
    • Alcohol—frequency, amount, type; CAGE questionnaire for problem drinking:
      • Have you ever thought you should Cut down on your drinking?
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      • Have you ever been Annoyed by criticism of your drinking?
      • Have you ever felt Guilty about your drinking?
      • Do you drink in the morning (ie, an Eye opener)?
    • Caffeine—type and amount per day
    • Illicit drugs (illegal or improperly used prescription or over-the-counter medications)
      • Past and present use
      • Type of drug and route (if I.V., history of needle sharing)
      • Frequency and amount
      • History of treatment, support group, program
    • Tobacco—past and present use, type (cigarettes, cigars, chewing, snuff), pack years
    • Sexual habits (can be part of genitourinary history)—relationships, frequency, satisfaction, number of partners in past year, STD and pregnancy prevention
  • Home conditions
    • Marital status, nature of family relationships
    • Economic conditions—source of income; health insurance, Medicare, Medicaid
    • Living arrangements and housing (owning or renting, heating, sewage, pets)
    • Involvement with agencies (name, case worker)
    • History of physical or sexual abuse
  • Occupation—past and present employment and working conditions, including exposure to stress and tension, noise, chemicals, pollution
  • Religion or faith—its importance in coping and health practices
Method of Collecting Data
  • Begin by explaining that you are going to ask questions about the patient's life situation to gain a clearer perspective of the patient's condition and of how you might help.
  • Your manner should be matter-of-fact, yet concerned. If you are uncomfortable asking the questions, most likely the patient will sense that and be uneasy answering them.
  • A sensitive interviewer can ask most of the questions listed above in an initial interview without alienating the patient. For instance, ask “What has been your education?” instead of “How far have you gone in school?”
ENDING THE HISTORY
When you have completed the history, it is often helpful to say: “Is there anything else you would like to tell me?” or “What additional concerns do you have?” This allows the patient to end the history by saying what is on his or her mind and what concerns the patient most.
PHYSICAL EXAMINATION
GENERAL PRINCIPLES
  • A complete or partial physical examination is conducted following a careful comprehensive or problem-related history.
  • It is conducted in a quiet, well-lit room with consideration for patient privacy and comfort.
APPROACHING THE PATIENT
  • When possible, begin with the patient in a sitting position so both the front and back can be examined.
  • Completely expose the part to be examined but drape the rest of the body appropriately.
  • Conduct the examination systematically from head to foot so as not to miss observing any system or body part.
  • While examining each region, consider the underlying anatomic structures, their function, and possible abnormalities.
  • Because the body is bilaterally symmetric for the most part, compare findings on one side with those on the other.
  • Explain all procedures to the patient while the examination is being conducted to avoid alarming or worrying the patient and to encourage cooperation.
TECHNIQUES OF EXAMINATION AND ASSESSMENT
Use the following techniques of examination as appropriate for eliciting findings.
Inspection
  • Begins with the first encounter with the patient and is the most important of all the techniques.
  • Is an organized scrutiny of the patient's behavior and body.
  • With knowledge and experience, the examiner can become highly sensitive to visual clues.
  • The examiner begins each phase of the examination by inspecting the particular part with the eyes.
Palpation
  • Involves touching the region or body part just observed and noting whether these are tender to touch and what the various structures feel like.
  • With experience comes the ability to distinguish variations of normal from abnormal.
  • Is performed in an organized manner from region to region.

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Percussion
  • By setting underlying tissues in motion, percussion helps in determining the density of the underlying tissue and whether it is air-filled, fluid-filled, or solid.
  • Audible sounds and palpable vibrations are produced, which can be distinguished by the examiner. The five basic notes produced by percussion can be distinguished by differences in the qualities of sound, pitch, duration, and intensity. (See Table 5-1.)
    TABLE 5-1 Five Basic Notes Produced by Percussion
    RELATIVE INTENSITY RELATIVE PITCH RELATIVE DURATION EXAMPLE LOCATION
    Flatness Soft High Short Thigh
    Dullness Medium Medium Medium Liver
    Resonance Loud Low Long Normal lung
    Hyperresonance Very loud Lower Longer Emphysematous lung
    Tymphany Loud * * Gastric air bubble or puffed out cheek
    * Distinguished mainly by its musical timbre.
    Adapted from Bickley, L.S. (2004). Bates' guide to physical examination and history taking (8th ed.). Philadelphia: Lippincott Williams & Wilkins.
  • The technique for percussion may be described as follows:
    • Hyperextend the middle finger of your left hand, pressing the distal portion and joint firmly against the surface to be percussed.
      • Other fingers touching the surface will damp the sound.
      • Be consistent in the degree of firmness exerted by the hyperextended finger as you move it from area to area or the sound will vary.
    • Cock the right hand at the wrist, flex the middle finger upward, and place the forearm close to the surface to be percussed. The right hand and forearm should be as relaxed as possible.
    • With a quick, sharp, relaxed wrist motion, strike the extended left middle finger with the flexed right middle finger, using the tip of the finger, not the pad. Aim at the end of the extended left middle finger (just behind the nail bed) where the greatest pressure is exerted on the surface to be percussed.
    • Lift the right middle finger rapidly to avoid damping the vibrations.
    • The movement is at the wrist, not at the finger, elbow, or shoulder; the examiner should use the lightest touch capable of producing a clear sound.
Auscultation
  • This method uses the stethoscope to augment the sense of hearing.
  • The stethoscope must be constructed well and must fit the user. Earpieces should be comfortable, the length of the tubing should be 10 to 15 inches (25 to 38 cm), and the head should have a diaphragm and a bell.
    • The bell is used for low-pitched sounds such as certain heart murmurs.
    • The diaphragm screens out low-pitched sounds and is good for hearing high-frequency sounds such as breath sounds.
    • Extraneous sounds can be produced by clothing, hair, and movement of the head of the stethoscope.


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