Chapter 6 Assessment
INTRODUCTION
Assessment forms a key part of the scheduled and unscheduled healthcare journey for the infant, child or young person and their family. It can provide practitioners with important clinical, physical, social, cultural, psychological and emotional information; it can help to promote the child’s understanding of their body and it can educate and provide health promotion (Vessey 1995), as well as assisting in detecting potential health risks and problems. These could be: developmental, psychological, nutritional and/or intellectual (Byrnes 1996).
With the growing recognition of advanced nursing roles, detailed health assessments are increasingly being undertaken by advanced nurse practitioners and nurse consultants who have expert clinical examination skills (Hamric & Spross 2004, Barnes 2003). However, despite this role development, the physical assessment skills of inspection, palpation, percussion and auscultation are not commonly utilised by nurses in general (Rushforth et al 1998). Assessment skills are necessary not only for the children and young people’s nurse working in the acute setting, but also for all practitioners that come into contact with children, for example, in GP practices, walk-in clinics, NHS Direct, NHS 24, health visitors, school nurses, paramedics, emergency care practitioners and others. This chapter aims to assist these practitioners in developing an appropriate approach to the holistic assessment of the child. The term ‘child’ here refers to infants, children and young people. All practitioners should follow principles of good practice, particularly when the examination is of an intimate nature as outlined by the RCN (2001) guidance regarding the protection of nurses working with children and young people.
There are a variety of assessment tools currently available, such as the Paediatric Early Warning System (PEWS) (Haines et al 2005, Duncan 2007); Child and Adolescent Mental Health (CAMH) assessment tools (Honeyman 2007) and the Structured ABC approach (ALSG 2005). This chapter discusses a variety of tools used to assess the child’s holistic well-being, including the subjective, objective, assessment plan (SOAP) model (Weed 1964, 1968, 1969, Epstein et al 1997, Bond & Uzelac 2004, Uzelac et al 2004).
LEARNING OUTCOMES
By the end of this section you should be able to:
MODEL OF ASSESSMENT
Assessment of the child can reveal a plethora of information, which will be used towards formulating a provisional diagnosis and a plan of action. However, without a structured approach, crucial information may be missed. Using a model will ensure that the assessment and subsequent documentation is structured and incorporates all key elements, including observation, history taking and the examination. The model utilised will depend upon the setting and the severity of the child’s condition. Paediatric early warning tools (PEWS) (Haines et al 2005, Duncan 2007) are being widely used in tertiary settings to identify children at risk of deterioration. These may also have a place in some primary care settings as well as the Airway, Breathing, Circulation approach (ALSG 2005).
Nurses throughout the UK are expanding their skills and responsibilities in line with current changes in healthcare. The Darzi Report (DoH 2007) highlighted the need for all staff working in areas where children are likely to be seen, to be competent in the initial assessment of ill and injured children. Proficient assessment skills are synonymous with the increase in autonomy and advanced practice that the development of the suggested ‘polyclinics’ will bring (DoH 2007). Practitioners need to be knowledgeable of the anatomical and pathophysiological differences in children and must be able to recognise serious illness/injury; safeguarding issues and mental health issues, particularly in adolescents; as well as being competent at basic life support and pain management (DoH 2007). Development of these skills is also a fundamental part of pre-registration education. In the meantime, this chapter will provide a guideline for students wishing to enhance their assessment skills by developing a systematic approach to holistic assessment.
The SOAP model – the Subjective Objective Assessment Plan – originally described by Lawrence L. Weed in the 1960s (Weed 1964, 1968, 1969) has been universally adopted in the medical field since its inception. It was chosen as the main structure for this chapter, as it provides a conceptual framework that can easily be adapted by other practitioners. Application of the model is taught as a fundamental part of ‘assessing the ill/injured child’ modules and is successfully used by other professional groups (nurses, physiotherapists and paramedics) in clinical practice.
APPROACHING THE EXAMINATION
No matter why you are undertaking an examination, the first action you take before formal evaluation is to visually appraise the well-being of the child. This will provide immediate information regarding the severity of the condition, the demeanour of the child, interactions with parents and general characteristics such as developmental milestones; for example, you would expect a 4–6 month old to smile and coo and to grasp a rattle; a 7–9 month old to transfer objects from one hand to another; at 10–12 months to pull up to stand; and at 13–18 months to walk alone with heels flat on the floor (Bee & Boyd 2007, p 103). Your plan of action may be determined by the information gained during this brief episode, which should be communicated to the appropriate professionals and agencies and must be documented in the child’s records (DoH 2003a). If at this point, urgent resuscitation/emergency action needs to be taken, the airway, breathing, circulation (ABC) approach should be used (ALSG 2005); if urgent attention is not required, the assessment should continue in a more holistic way.
Before starting the formal examination, ensure that the environment is private and comfortable for the child and their parents. Providing a variety of toys and games will help the child to feel more at ease and to cooperate during the physical examination. Maintaining a non-judgemental approach is essential, recognising and respecting the individuality of the family, including culture and the religious beliefs of various ethnic groups (Engel 2006). Confidentiality and consent need to be taken into consideration at all ages but particularly for the young person, as they may wish to give information and undergo physical examination without their parents being present. You should refer to your local consent policy (DoH 2001).
SUBJECTIVE INFORMATION (HISTORY)
Subjective information refers to that obtained from the child and their parents. The child and their parents have the most intimate knowledge of the problem and are therefore the best source of data. Here you are attempting to build a profile of the child and their problems using information regarding the presenting complaint, previous hospital admissions, their prenatal, birth and neonatal history, allergies, current medications (including any over-the-counter preparations), immunisations, personal habits, nutrition, hygiene, elimination, developmental history (Bee & Boyd 2007), family, cultural and social history (Gleadle 2007), significant life events, psychosocial history, education, physical activity and home circumstances (Engel 2006). This is a vital part of the process, however when assessing children it is sometimes difficult to get a comprehensive history due to their age or if the parent/carer is too stressed by the seriousness of the situation to articulate the relevant information; in these situations, the majority of the information may only be gathered through the objective assessment. Questioning needs to be sensitive so as not to cause undue alarm or embarrassment for the child or parents. It also needs to be delivered at the child’s and parents’ level of understanding, avoiding the use of medical jargon (Byrnes 1996).
It is important here to also consider assessment of the child or young person’s mental health, as 10% of children are known to have a mental health problem (Office of National Statistics 2005), with 40% having a mental illness during their childhood (Health Advisory Service 1995). However, these figures are based on those children that are known to have mental health problems and therefore many are unnoticed. Additionally, the importance of assessing CAMH has been emphasised within recent governmental policies such as the Children’s National Service Framework, standard 9 (DoH 2004), since a child’s mental health is equally as important as their physical health for their holistic well-being (National Mental Health Association 2003). Assessment of the child should therefore routinely include a review of physical health, mental health, intelligence, school performance, family situation and behaviour in all settings (Honeyman 2007, p 40). There are a variety of tools available to assess children’s mental health, such as the Paediatric Symptom Checklist (Jellinek et al 1988, which can be downloaded from www.brightfutures.org/mentalhealth/pdf/professionals/); while it will not be considered in depth in this chapter, further reading of this subject is advised (see Honeyman 2007).
OBJECTIVE INFORMATION (PHYSICAL EXAMINATION/OBSERVATION)
Objective information refers to that obtained by the practitioner through observation, physical examination and any investigative tests. The younger the child, the more important it is to observe their well-being and any physical signs from a distance; sleeping children should be observed before waking them up to examine them (Epstein et al 1997). You can evaluate a wealth of information before touching and without abruptly handling or examining with an instrument. Examination should be approached using your eyes and hands before your ears, using the standard format of inspection, palpation, percussion and auscultation (Archer & Burch 1998). Some aspects of respiratory function and the musculoskeletal and neurological systems can be assessed while the child plays, or mobilises, around the room. For example, children with respiratory distress may exhibit the tripod position to make breathing easier; this is exhibited as an extension of the arms forward and downwards while the back is arched (Thomas 1996). The child’s breathing can be observed – is it rapid, laboured, noisy or shallow? If the child is coughing, wheezing or stridulous, this may indicate respiratory distress (Thomas 1996). For the musculoskeletal system, one could observe the shape and contour of the body and assess the gait, looking for knock-knee, clubfoot, scoliosis and bowleg (Engel 2006). Asking the child to stick out their tongue and close their eyes would provide information about the cranial nerves (Engel 2006).
AGE-SPECIFIC APPROACHES
Infants are usually easier to examine and care must be taken to prevent hypothermia when exposed (ALSG 2005). The examination is best approached in a top-to-toe fashion, starting with the head and encompassing the entire body down to the feet in a systematic fashion while linking the systems together, auscultating the heart, lungs and abdomen while the infant is quiet. Palpation and percussion of areas should be conducted together. Reflexes can also be elicited as the body is being examined, but generalised primitive reflexes should be determined last. Traumatic procedures should be performed at the end of the examination, for example checking the mouth for intact palate. Many sick infants will exhibit distress and deterioration in their condition when handled to measure vital signs. In these infants, taking recordings using equipment such as blood pressure monitors can cause more harm than good; visually observing for changes will be a much more accurate indication of well-being. For example, the nurse should visually observe for changes in the respiratory rate such as increasing effort, efficacy and efficiency of breathing; grunting, wheeziness and stridor; changes in skin and mucosal colour; and changes in movement and responsiveness before measuring rate (Table 6.1).
Age of Child | Respiratory Rate in Breaths/Min |
---|---|
Newborn | 30–60 |
6 months | 30–45 |
1–2 years | 25–35 |
3–6 years | 20–30 |
>7 years | 20–25 |
Reproduced by kind permission from Hull and Johnston 1993.
The older infant/toddler will prefer to be sitting on the parent’s lap during examination. The advantage of this position is that the parent can also gently hold the child still if necessary (RCN 2003), since this age group strongly objects to being held in one position even when non-invasive examination is taking place, for example placing a temperature probe under the arm. It may be worthwhile gaining the assistance of a play specialist or another person to provide distraction with toys while the child is being examined. Infants from 6 months upwards may demonstrate stranger and separation anxieties (Bee & Boyd 2007), which could impede assessment. These anxieties peak at 9 and 13 months, respectively and by the age of 2 years, have usually significantly reduced. This may be overcome by having someone with the child that is familiar to them, such as one or both parents or another familiar caregiver. These children prefer minimal physical contact initially and so equipment should be introduced slowly. Areas of the body could be inspected through play, such as tickling toes, or asking toddlers to point to different parts of their body; this will also assist in gaining cooperation. Parts of the physical examination where cooperation is required can then be conducted, such as auscultating the apex beat, although it may be best to perform these when the child is quiet. Again, traumatic procedures should be left until the end of the examination (Vessey 1995). Unless the examination is being undertaken rapidly because of the severity of the child’s condition, time should be taken to ensure that the child and parents feel sufficiently relaxed in order to gather a thorough history before proceeding onto the examination.
The school-age child is more knowledgeable about internal body parts and understands simple scientific explanations. They are likely to be cooperative in most positions, although prefer sitting. The older child may prefer their parents not to be present. The examination should follow the top-to-toe pattern, leaving examination of genitalia (if necessary) until last. The school-age child likes to be given an explanation of the rationale for examination and the equipment used (Vessey 1995, Hockenberry 2005).
The adolescent will generally prefer privacy; however, you should offer the option of having their parents present. They will have a basic knowledge of anatomy and physiology and hence will like to be told findings of the examination throughout. Although the top-to-toe pattern can be used, it is best to expose only the area being examined, thus allowing privacy to be maintained (Vessey 1995, Hockenberry 2005).
EXAMINING THE SYSTEMS (OBTAINING THE OBJECTIVE INFORMATION)
RESPIRATORY EXAMINATION
Respiratory disorders in infancy can be acute, life-threatening or chronic. In the acute, life-threatening situation, e.g. epiglottitis, early assessment of airway and breathing is vital if the child is to be treated effectively (ALSG 2005).
The most common reason for infants and toddlers to attend the GP surgery is an acute respiratory tract infection, normally upper, i.e. ear, nose, mouth and throat (Gill & O’Brien 2007). You may wish to refer to the NICE Asthma Guidelines (NICE 2000, 2002, 2007a). It is much better to stand back and observe rather than to immediately place your hands and stethoscope onto the child. The good observer will often be able to distinguish between an upper and lower respiratory tract infection by carefully looking and listening. Observation is also the most useful, since auscultation is frequently drowned by environmental noise.
INSPECTION
You should observe the pattern, work and rate of breathing. The respiratory rate should be counted over a full minute to ensure accuracy. In infants and children under the age of 6–7 years, the abdominal movements should be counted, as they are primarily abdominal and diaphragmatic breathers (Wong 1997) (see Tables 6.1–6.5 for normal age-related vital signs). The nurse should observe for respiratory distress, for example nasal flaring, grunting, wheezing, dyspnoea, recession, use of accessory and intercostal muscles, chest shape and movement. What is the child’s colour? Is there finger clubbing? Are there traumatic petechiae around the eyelids, face and neck following a severe bout of coughing? Remember that infants are nose breathers; therefore any form of nasal obstruction will also cause problems with feeding.
Grade | Description |
---|---|
0 | Not palpable |
+1 | Difficult to palpate, thready, weak, easily obliterated with pressure |
+2 | Difficult to palpate, may be obliterated with pressure |
+3 | Easy to palpate, not easily obliterated with pressure |
+4 | Strong, bounding, not obliterated with pressure |
After Wong (1997).
Age of Child | Heart Rate in Pulse Beats/Min | |
---|---|---|
When child awake | When child asleep | |
Newborn | 100–180 | 80–160 |
<3 months | 100–220 | 80–180 |
3 months to 2 years | 80–150 | 70–120 |
3–10 years | 70–110 | 60–100 |
10 years to adult | 55–90 | 50–90 |
From Wong (1995), with permission.
Age of Child | Systolic Blood Pressure (mmHg) | Diastolic Blood Pressure (mmHg) |
---|---|---|
Neonate | 60–85 | 20–60 |
Infant (6 months) | 75–105 | 40–70 |
Toddler (2 years) | 75–110 | 45–80 |
School age (7 years) | 75–115 | 45–80 |
Adolescent (15 years) | 100–145 | 60–95 |
Note: Blood pressure values are expressed as a range, because there are variations according to sex and the child’s position on the centile chart for growth.
After Hull and Johnston 1993.
Age of Child | Core Temperature in Degrees Centigrade (°C) |
---|---|
<6 months | 37.5 |
7 months to 1 year | 37.5–37.7 |
2–5 years | 37.2–37.0 |
>6 years | 36.6–36.8 |
After Wong (1995).