CHAPTER 8. Patient Assessment
Rebecca A. Steinmann
Patients present to the emergency department (ED) with every possible medical, surgical, traumatic, social, and behavioral health condition. Not only do emergency nurses need to be capable of managing a broad spectrum of illnesses and injuries, but they must also be comfortable in caring for patients who span the age spectrum, from newborns to centenarians. The competent emergency nurse must be a “jack-of-all-trades, master of most.” Accurate, appropriate, and ongoing assessment is the basis of all patient care. Assessment is not only the first step in the nursing process but also the key to identifying the nature of each patient’s presenting illness or injury, the severity of that problem, and the patient’s need for and response to intervention. A systematic approach to the evaluation of each patient is essential for immediate recognition of life-threatening conditions, identification of signs/symptoms of specific illness and/or injury, and determination of priorities of care. Box 8-1 describes a standardized approach to initial assessment using the A-to-I mnemonic. 10
Box 8-1
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PRIMARY ASSESSMENT
A Airway with simultaneous cervical spine protection for trauma patients
B Breathing effectiveness
C Circulation effectiveness
D Disability (brief neurologic assessment)
E Exposure/environmental control
SECONDARY ASSESSMENT
F Full set of vitals, focused adjuncts (cardiac monitor, continuous pulse oximetry), facilitate family presence
G Give comfort measures
H History and head-to-toe assessment
I Inspect posterior surfaces
Two types of information are routinely collected during the assessment process: subjective and objective. Subjective data is the information provided verbally by the patient, family, or significant other. This information reflects the person’s perception of the problem and the information the patient or family member has chosen to impart (e.g., a patient presenting with chest pain may or may not volunteer that the pain was precipitated by cocaine use, critical information that facilitates identification and management of the underlying condition). Objective data are considered factual, findings that can be observed or measured. This information is obtained from the physical assessment process—inspection, auscultation, palpation, percussion, smell—and from physiologic measurements, laboratory tests, and other diagnostic studies. Many objective signs are manifestations of specific illnesses and disorders indicating the need for a specific focused assessment. Gathering objective data provides an opportunity to clinically validate the patient’s subjective information. Essential assessment tools for the emergency nurse include interpersonal skills, knowledge of anatomy and physiology, physical assessment skills, the ability to apply critical thinking to each patient’s unique situation, and common sense.
The purpose of this chapter is to provide general guidelines that can be applied to every patient encounter. Detailed assessment and management considerations for specific patient problems can be found in the corresponding chapters of this text.
INITIAL ASSESSMENT
Initial assessment is divided into two phases, the primary and secondary assessments. The purpose of the primary assessment is to ensure that potentially life-threatening conditions are immediately identified and addressed through sequential evaluation of airway, breathing, circulation, disability, and exposure of the patient (the ABCDE mnemonic). The goal of the secondary assessment is to identify all clinical indicators of illness or injury (the FGHI portion of the mnemonic). Both the primary and secondary assessment can be completed within minutes unless resuscitative measures are required.
Primary Assessment
A general impression of the patient is formed (“sick” or “not sick”) in the first seconds of the initial contact based on observations of the patient’s general appearance (manner of dress, hygiene, color of skin, facial expression), posture and motor activity, quality of speech (normal, slurred, silent, unable to speak), affect and mood, and apparent degree of distress. Any unusual odors should be reported; certain conditions are associated with specific odors such as the smell of ketones on the breath of patients with diabetic ketoacidosis, the smell of a patient with a Pseudomonas infection, or the “bitter almonds” odor associated with cyanide exposure. Components of the primary assessment are summarized in Table 8-1.
Component | Description | Action |
---|---|---|
Airway | Appraise airway patency. | Identify and remove any partial or complete airway obstruction; position airway to maintain patency; insert oropharyngeal or nasopharyngeal airway; protect cervical spine. |
Breathing | Determine presence and effectiveness of respiratory efforts. Identify other abnormalities in breathing (e.g., abnormal pattern, abnormal sounds, break in chest wall integrity). | Assist breathing with oxygen therapy, mouth-to-mask ventilation, or bag-mask ventilation; intubate when necessary. |
Circulation | Evaluate pulse presence and quality, character, and equality; assess capillary refill, skin color and temperature, and the presence of diaphoresis. | Initiate chest compressions, defibrillation, synchronized cardioversion and medications as indicated; treat dysrhythmias, control bleeding, establish intravenous access, replace lost volume with isotonic crystalloids or blood products. |
Disability | Determine level of consciousness. | Identify potential cause of altered level of consciousness, and treat as indicated; assess pupil size and reactivity. |
Airway
Evaluation of airway patency includes assessment for vocalization or sounds appropriate for age; observing for tongue obstruction; presence of foreign material visible in the oropharynx (blood, vomitus, secretions, foreign objects, debris—loose teeth/dentures); edema of the lips, mouth, oropharynx, or neck; drooling; dysphagia and abnormal airway sounds (i.e., stridor). If the airway is partially or totally obstructed, immediate intervention to restore airway patency is required. Interventions may include manually opening the airway with a head tilt–chin lift (in the absence of trauma) or jaw thrust, suctioning, insertion of an airway adjunct, and preparation for endotracheal intubation. Any life-threatening compromise in airway patency must be addressed before proceeding to assessment of breathing. Spinal protection (i.e., providing manual in-line stabilization until placement of a rigid cervical collar and/or stabilizing devices are secured) is required if cervical spine injury is suspected. In such cases, all airway maneuvers must be accomplished while maintaining the cervical spine in neutral alignment.
Breathing
Evaluation of breathing includes assessment for the presence of spontaneous breathing, rate and pattern of breathing, symmetrical chest rise and fall, increased work of breathing (nasal flaring, retractions), use of accessory muscles, chest wall integrity, and skin color. Bilateral breath sounds may be assessed if breathing appears significantly compromised or deferred to the secondary assessment. If breathing is absent or ineffective, assisted ventilation using a bag-mask device is required. Supplemental oxygen, positioning the patient to maximize ventilation, occluding open chest wounds, and interventions to relieve tension pneumothoraces may be instituted to support breathing effectiveness. Any life-threatening compromise to ventilation must be addressed before proceeding to assessment of circulation.
Circulation
Initial evaluation of circulation includes assessing for skin color, temperature, and moisture; capillary refill (assess centrally on forehead or chest10); and uncontrolled external bleeding (trauma). Palpation of central and peripheral pulses for rate and quality may be performed if circulation appears compromised or deferred to the secondary assessment. If circulation is ineffective, cardiac monitoring and vascular access should be established. If no pulse is present, resuscitative measures, including basic and advanced life support, should be initiated.
Disability
A brief neurologic assessment is conducted to determine the patient’s level of consciousness. The AVPU mnemonic is a simple, rapid screening tool:
A Alert: Patient is awake, alert, and responsive to voice and is oriented to person, time, and place.
V Verbal: Patient responds to voice but is not fully oriented to person, time, or place.
P Pain: Patient does not respond to voice but does respond to a painful stimulus.
U Unresponsive: Patient does not respond to voice or painful stimulus.
If an altered level of consciousness is noted, pupils should be assessed for size, equality, and reactivity to light. Any alteration in consciousness requires further investigation during the secondary assessment.
Exposure and Environmental Control
The patient’s clothing should be removed to examine and identify any underlying signs of illness or injury. Covering the patient maintains privacy and prevents heat loss.
Secondary Assessment
Once emergent threats are addressed, a secondary assessment can be completed (the FGHI components of the A-to-I mnemonic). This phase includes measurement of vital signs, pain assessment, history, and a head-to-toe assessment, including assessment of the posterior surfaces.
Full Set of Vital Signs
Vital signs are indicators of the patient’s present physiologic status. Temperature, pulse and respiratory rates, blood pressure (BP), oxygen saturation, and weight are objectively measured. Vital signs may be obtained before the secondary assessment phase, especially when a team of providers is simultaneously involved in providing care to a seriously ill or injured patient. Recognizing subtle and significant alterations in vital signs is an important part of analyzing the assessment data. All vital signs must be taken and evaluated serially. The patient’s condition is a continuum that can be assessed only through constant monitoring. Whenever therapy is instituted, appropriate vital signs should be reevaluated to assess efficacy of treatment. Vital signs should be repeated when abnormal and before a decision is made about disposition of the patient from the ED (discharged, admitted, or transferred to another facility).
TEMPERATURE
Body temperature is affected by activity, certain disease conditions (e.g., hypothyroidism/hyperthyroidism), environmental factors (e.g., hypothermia/hyperthermia), inflammation, infection, and injury. Temperature measurement is mandatory for all ED patients because deviation from normal temperature may be the only clue of a significant medical problem. Temperature measurement is most commonly performed at the oral, tympanic, temporal artery, axillary, or rectal sites. Institutional preference and the patient’s age and condition should be considered when choosing an appropriate measurement site. Some situations necessitate core temperature measurement; urinary catheter thermistors, esophageal probes, and temporal artery and tympanic thermometers correlate highly with pulmonary artery temperature, considered the “gold standard.” An abnormally high or low temperature reading should always be confirmed by an alternate route, thermometer, or observer.
PULSE
Assessment of the pulse involves determination of the heart rate and rhythm (regular or irregular), as well as the quality (bounding, normal, weak and thready, or absent) and equality of central and peripheral pulses. Increased dependence on electronic technology has decreased tactile assessment of the pulse. The electronically monitored pulse rate gives no indication of quality and other characteristics of the pulse. Equally important are rhythm disturbances that may not be identified unless these changes are seen on the cardiac monitor. Premature beats may be felt on palpation as missing beats or beats with less amplitude than preceding ones. Irregular rhythms, even subtle ones, can be felt as a chaotic rhythm with varying intensity. In context with other physical findings, the pulse is an important indicator of cardiovascular function. A change in pulse rate is often the first sign that compensatory mechanisms are being used to maintain homeostasis. In early volume depletion, a healthy person with an intact autonomic nervous system can maintain normal systolic pressures with only one subtle change—a slight increase in pulse rate. Any deviation from the normal range for the patient’s age that cannot be related to psychologic or environmental factors should be considered an indication of an abnormal physiologic condition until proven otherwise.
RESPIRATIONS
Assess the rate, rhythm and depth of respirations, and work of breathing. To determine an accurate respiratory rate and pattern, breathing should be measured for a full minute. Generally a healthy person does not require any extra effort to breathe: airway noise is absent, nasal cartilage is quiet, and sternocleidomastoid or intercostal muscles are not required to lift the chest cage. Signs of increased respiratory effort include tracheal tugging; nasal flaring; suprasternal, intercostal, or substernal retractions; accessory muscle use (neck and abdominal muscles); an inability to speak in complete sentences; and the presence of adventitious sounds. With inspiration the chest should expand symmetrically on both sides. When pulmonary or chest wall conditions exist, the chest may rise asymmetrically during ventilation. This asymmetry can be observed with the chest exposed and can also be palpated during inspiration. Increased anteroposterior diameter can generally be seen on casual observation and indicates chronic alveolar distension. Other changes in chest contour include funnel chest, pigeon chest, kyphosis, and kyphoscoliosis. These particular anatomic changes in contour may interfere with normal lung inflation and exacerbate respiratory conditions. The patient’s tidal volume can be estimated by observing the rise and fall of the chest during ventilation. Depth of ventilations is described as shallow, normal, or deep. A normal adult moves 300 to 500 mL of air at rest and as much as 2000 mL during exercise, with a corresponding increase in rate. A fast rate is not necessarily indicative of moving more volume, nor is a slow rate necessarily indicative of moving less volume.
OXYGEN SATURATION
Measurement of oxygen saturation with a pulse oximeter is essential for patients with respiratory or hemodynamic compromise, an altered level of consciousness, or serious illness/injury. Knowledge of the patient’s baseline is helpful in determining severity of the situation or response to therapy. To ensure accuracy of readings, it is important to position the sensor with the two light sources directly opposite the photo detector; the pulse reading on the oximeter should be compared with the radial or apical pulse rate. Inaccurate readings may occur with hypotension, anemia, extreme peripheral vasoconstriction, hypothermia, carbon monoxide poisoning, and methemoglobinemia. Readings may also be affected by ambient light sources in the room (e.g., fluorescent lights and infrared heating lamps) and artificial nails and nail polish, particularly with blue, red, or bright polish. The oximetry reading should always be correlated with the patient’s clinical presentation.
BLOOD PRESSURE
BP is a complex parameter reflecting cardiac contractility, heart rate, circulating volume, and peripheral vascular resistance. Systolic pressure is a function of cardiac output; diastolic pressure is a measure of peripheral vascular resistance. Pulse pressure (the difference between systolic and diastolic pressures) represents approximate stroke volume. A narrowing pulse pressure indicates a drop in cardiac output and a compensatory rise in peripheral vascular resistance (vasoconstriction). Pulse pressure is much more sensitive than systolic BP to hypovolemic changes in early shock. 8
BP can be obtained by auscultation, palpation, noninvasive BP monitors, or through Doppler ultrasound. Proper cuff size is essential to obtaining accurate measurements—a cuff that is too small leads to falsely elevated readings, whereas a cuff that is too large results in erroneously low readings. The method used for assessment should be communicated so that other providers use the same method, allowing hemodynamic status to be trended over time. A single BP recording yields little or no information. Normal pressures measured in the ED are not necessarily an indication that all is well. A healthy person may not demonstrate a drop in systolic BP despite significant volume loss until all compensatory mechanisms (i.e., the ability to increase heart rate and vasoconstrict) have been exhausted. If the patient is undergoing antihypertensive therapy, the values obtained during the ED visit may represent a significant deviation relative to the patient’s “normally abnormal” pressure.
Orthostatic Vital Signs
Orthostatic vital signs evaluate the BP and pulse rate in two or three positions: lying, sitting, or standing. Orthostatic vital signs may be obtained in patients presenting with syncopal episodes or suspected volume depletion, although the value of these measurements in reliably predicting volume status has been questioned. 5 When evaluating patients for orthostatic changes, BP and pulse rate are recorded after the patient has been supine for 2 to 3 minutes; BP, pulse, and symptoms are then recorded after the patient has been sitting for 1 minute; the patient is assisted to a standing position, and after 1 minute the BP, pulse, and symptoms are again reassessed. 7 The test is considered positive if pulse rate increases 30 beats/min or more in an adult and symptoms suggesting cerebral hypoperfusion with position change (i.e., dizziness or syncope) occur. A supine-to-standing measurement is more accurate than a supine-to-sitting measurement. 7