Assessment Techniques
Performing a physical assessment calls for four basic techniques: inspection, palpation, percussion, and auscultation. Performing these techniques correctly helps elicit valuable information about the patient’s condition.
Inspection requires the use of vision, hearing, touch, and smell. Special lighting and various equipment—such as an otoscope, a tongue blade, or an ophthalmoscope—may be used to enhance vision or examine an otherwise hidden area. Inspection begins during the first patient contact and continues throughout the assessment.
Palpation usually follows inspection, except when examining the abdomen or assessing infants and children. Palpation involves touching the body to determine the size, shape, and position of structures; to detect and evaluate temperature, pulsations, and other movement; and to elicit tenderness. The four palpation techniques include light palpation, deep palpation, light ballottement, and deep ballottement. Ballottement is the technique used to evaluate a flowing or movable structure. The nurse gently bounces the structure by applying pressure against it and then waits to feel it rebound. This technique may be used, for example, to check the position of an organ or a fetus.
Percussion uses quick, sharp tapping of the fingers or hands against body surfaces to produce sounds, detect tenderness, or assess reflexes. Percussing for sound helps locate organ borders, identify organ shape and position, and determine whether an organ is solid or filled with fluid or gas. Organs and tissues produce sounds of varying loudness, pitch, and duration, depending on their density. For example, air-filled cavities, such as the lungs, produce markedly different sounds from those produced by the liver and other dense organs and tissues. Percussion techniques include indirect percussion, direct percussion, and blunt percussion.
Auscultation involves listening to various sounds of the body—particularly those produced by the heart, lungs, vessels, stomach, and intestines. Most auscultated sounds result from the movement of air or fluid through these structures.
Typically, auscultation comes last after the other assessment techniques. When examining the abdomen, however, auscultation takes place after inspection but before percussion and palpation so that bowel sounds can be heard before palpation disrupts them. Auscultation is also best performed first on infants and young children, who may start to cry when palpated or percussed. Auscultation is most successful when performed in a quiet environment with a properly fitted stethoscope.
Equipment
Flashlight or gooseneck lamp, as appropriate ▪ patient drape ▪ stethoscope ▪ alcohol pad.
Implementation
Gather all equipment.
Confirm the patient’s identity using at least two patient identifiers according to your facility’s policy.4
Explain all aspects of the procedure to the patient, have him undress, and drape him appropriately.
Make sure the room is warm and adequately lit to make the patient comfortable and aid visual inspection.
Warm your hands and the stethoscope.
Inspection
Focus on areas related to the patient’s chief complaint. Use your eyes, ears, and sense of smell to observe the patient.
To inspect a specific body area, first make sure the area is sufficiently exposed and adequately lit. Then survey the entire area, noting key landmarks and checking its overall condition. Next, focus on specifics—color, shape, texture, size, and movement. Note unusual findings as well as predictable ones.
Palpation
Tell the patient what to expect such as occasional discomfort as pressure is applied. Encourage him to relax because muscle tension or guarding can interfere with performance and results of palpation.
Provide just enough pressure to assess the tissue beneath one or both hands. Then release pressure and gently move to the next area, systematically covering the entire surface to be assessed. (See Performing palpation, page 39.
To perform light palpation, depress the skin, indenting ½″ to ¾″ (1 to 2 cm). Use the lightest touch possible because excessive pressure blunts your sensitivity.
If the patient tolerates light palpation and you need to assess deeper structures, palpate deeply by increasing your fingertip pressure, indenting the skin about 1½″ to 2½″ (4 to 6 cm). Place your other hand on top of the palpating hand to control and guide your movements.
To perform light ballottement, apply light, rapid pressure from quadrant to quadrant on the patient’s abdomen. Keep your hand on the skin to detect tissue rebound.
To perform deeper ballottement, apply abrupt, deep pressure and then release it. Maintain fingertip contact.
Use both hands (bimanual palpation) to trap a deep, underlying, hard-to-palpate organ (such as the kidney or spleen) or to fix or stabilize an organ (such as the uterus) with one hand while you palpate it with the other.
Percussion
First, decide which of the percussion techniques best suits your assessment needs. Indirect percussion helps reveal the size and density of underlying thoracic and abdominal organs and tissues. Direct percussion helps assess an adult’s sinuses for tenderness and elicits
sounds in a child’s thorax. Blunt percussion aims to elicit tenderness over organs, such as the kidneys, gallbladder, or liver. When percussing, note the characteristic sounds produced. (See Identifying percussion sounds.)Stay updated, free articles. Join our Telegram channel
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