Jarvis physical_examination_and_health_assessment_7th edition
UNIT 1: ASSESSMENT OF THE WHOLE PERSON 1 Evidence-Based Assessment, 1 2 Cultural Competence, 11 3 The Interview, 27 4 The Complete Health History, 49 5 Mental Status Assessment, 67 6 Substance Use Assessment, 89 7 Domestic and Family Violence Assessments, 103 UNIT 2: APPROACH TO THE CLINICAL SETTING 8 Assessment Techniques and Safety in the Clinical Setting, 115 9 General Survey, Measurement, Vital Signs, 127 10 Pain Assessment: The Fifth Vital Sign, 161 11 Nutritional Assessment, 181 UNIT 3: PHYSICAL EXAMINATION 12 Skin, Hair, and Nails, 199 13 Head, Face, and Neck, Including Regional Lymphatics, 251 14 Eyes, 281 15 Ears, 325 16 Nose, Mouth, and Throat, 353 17 Breasts and Regional Lymphatics, 385 18 Thorax and Lungs, 413 19 Heart and Neck Vessels, 459 20 Peripheral Vascular System and Lymphatic System, 509 21 Abdomen, 537 22 Musculoskeletal System, 577 23 Neurologic System, 633 24 Male Genitourinary System, 691 25 Anus, Rectum, and Prostate, 721 26 Female Genitourinary System, 737 UNIT 4: INTEGRATION: PUTTING IT ALL TOGETHER 27 The Complete Health Assessment: Adult, 775 28 The Complete Physical Assessment: Infant, Child, and Adolescent, 789 29 Bedside Assessment and Electronic Health Recording, 799 30 The Pregnant Woman, 807 31 Functional Assessment of the Older Adult, 831 Illustration Credits, 845This page intentionally left blank1 C H A P T E R 1 Evidence-Based Assessment C.D. is a 23-year-old Caucasian woman who works as a pediatric nurse at a children’s hospital. She comes to clinic today for a scheduled physical examination to establish with a new primary care provider (Fig. 1-1). On arrival the examiner collects a health history and performs a complete physical examination. The preliminary list of significant findings looks like this: • Recent graduate of a BSN program. Strong academic record (A/B). Reports no difficulties in college. Past medical history: • Diagnosed with type 1 diabetes at age 12 years. Became stuporous during a family vacation. Rushed home; admitted to ICU with decreased level of consciousness (LOC) and heavy labored breathing; blood sugar 1200 mg/dL. Coma × 3 days; ICU stay for 5 days. Diabetic teaching during hospital stay with follow-up with diabetic educator prn. • Now uses insulin pump. Reports HbA1c 7%. • Finger fracture and ankle sprains during childhood (unable to remember exact dates). • Bronchitis “a lot” as a child. • Tympanostomy tubes at age 5 because of frequent ear infections. No issues in adulthood. • Diabetic seizures at ages 16 and 18 caused by hypoglycemia. Family gave glucagon injection. Did not go to ED. • Denies tobacco use. Reports having 1 glass of red wine approximately 5-6 days in the past month. • Current medications: Insulin, simvastatin, birth control pills, fish oil, multivitamin, melatonin (for sleep). • Birth control since age 16 because of elevated blood sugar during menstruation. Gynecologic examinations annually. Last Pap test 6 months ago; told was “negative.” • Family history: Mother and paternal grandfather with hypertension; maternal grandfather transient ischemic attack, died at age 80 from a myocardial infarction; maternal grandmother died at age 49 of cervical and ovarian cancer; paternal grandmother with arthritis in the hands and knees; paternal grandfather with kidney disease at age 76; sister with migraine headaches. • BP 108/72 mm Hg right arm, sitting. HR 76 beats/min, regular. Resp 14/min unlabored. • Weight 180 lbs. Height 5ft 6 in. BMI 29 (overweight). • Health promotion: Reports consistently wearing sunscreen when outside and completing skin selfexamination every few months. Consistently monitors blood glucose. Walks 2 miles at least 3 days per week and does strength training exercises 2 days per week. No hypoglycemic episodes during exercise. Reports weekly pedicure and foot check to monitor for skin breakdown. Biannual dental visits. Performs BSE monthly. • Relationships: Close relationship with family (mother, father, brother, and sister); no significant other. Feels safe in home environment and reports having close female friends. • Health perception: “Could probably lose some weight,” but otherwise reports “good” health. Primarily concerned with blood sugar, which becomes labile with life transitions. • Expectations of provider: Establish an open and honest relationship. Listen to her needs and facilitate her health goals. 1-12 UNIT 1 Assessment of the Whole Person professional observe by inspecting, percussing, palpating, and auscultating during the physical examination). Together with the patient’s record and laboratory studies, these elements form the database. From the database you make a clinical judgment or diagnosis about the individual’s health state, response to actual or potential health problems, and life processes. Thus the purpose of assessment is to make a judgment or diagnosis. An organized assessment is the starting point of diagnostic reasoning. Because all health care diagnoses, decisions, and treatments are based on the data you gather during assessment, it is paramount that your assessment be factual and complete. Diagnostic Reasoning The step from data collection to diagnosis can be a difficult one. Most novice examiners perform well in gathering the data (given adequate practice) but then treat all the data as being equally important. This makes decision making slow and labored. Diagnostic reasoning is the process of analyzing health data and drawing conclusions to identify diagnoses. Novice examiners most often use a diagnostic process involving hypothesis forming and deductive reasoning. This hypothetico-deductive process has four major components: (1) attending to initially available cues; (2) formulating diagnostic hypotheses; (3) gathering data relative to the tentative hypotheses; and (4) evaluating each hypothesis with the new data collected, thus arriving at a final diagnosis. A cue is a piece of information, a sign or symptom, or a piece of laboratory data. A hypothesis is a tentative explanation for a cue or a set of cues that can be used as a basis for further investigation. Once you complete data collection, develop a preliminary list of significant signs and symptoms for all patient health needs. This is less formal in structure than your final list of diagnoses will be and is in no particular order. Cluster or group together the assessment data that appear to be causal or associated. For example, with a person in acute pain, associated data are rapid heart rate, increased BP, and anxiety. Organizing the data into meaningful clusters is slow at first; experienced examiners cluster data more rapidly because they recall proven results of earlier patient situations and recognize the same patterns in the new clinical situation.10 Validate the data you collect to make sure they are accurate. As you validate your information, look for gaps in data collection. Be sure to find the missing pieces, because identifying missing information is an essential critical-thinking skill. How you validate your data depends on experience. If you are unsure of the BP, validate it by repeating it yourself. Eliminate any extraneous variables that could influence BP results such as recent activity or anxiety over admission. If you have less experience analyzing breath sounds or heart murmurs, ask an expert to listen. Even with years of clinical experience, some signs always require validation (e.g., a breast lump). Physical examination: • Normocephalic. Face symmetric. Denies pain on sinus palpation. • Vision tested annually. Has worn corrective lenses since 4th grade. PERRLA. • Scarring bilateral tympanic membranes. Denies hearing problems. Whispered words heard bilaterally. • Gums pink; no apparent dental caries except for 3 noticeable fillings. Reports no dental pain. • Compound nevus on left inner elbow; patient reports no recent changes in appearance. No other skin concerns. • Breath sounds clear and equal bilaterally. Heart S1S2, neither accentuated nor diminished. No murmur or extra heart sounds. • CBE done with annual gynecologic visit. • Abdomen is rounded. Bowel sounds present. Reports BM daily. • Extremities warm and = bilat. All pulses present, 2+ and = bilat. No lymphadenopathy. Sensory modalities intact in legs and feet. No lesions. The examiner analyzed and interpreted all the data; clustered the information, sorting out which data to refer and which to treat; and identified the diagnoses. It is interesting to note how many significant findings are derived from data the examiner collected. Not only physical data but also cognitive, psychosocial, and behavioral data are significant for an analysis of C.D.’s health state. The findings also are interesting when considered from a life-cycle perspective (i.e., she is a young adult who predictably is occupied with the developmental tasks of emancipation from parents, building an independent lifestyle, establishing a vocation, making friends, forming an intimate bond with another, and establishing a social group). C.D. appears to be meeting the appropriate developmental tasks successfully. A body of clinical evidence has validated the use of the particular assessment techniques in C.D.’s case. For example, measuring the BP screens for hypertension and early intervention here wards off heart attack and stroke. Monitoring blood sugar levels and HbA1c facilitates management of her type 1 diabetes. Completing a skin assessment reveals a nevus on her elbow that needs to be watched for any changes. Collecting health promotion data allows the examiner to personalize risk reduction and health promotion information while reinforcing positive behaviors already in place. The physical examination is not just a rote formality. Its parts are determined by the best clinical evidence available and documented in the professional literature. ASSESSMENT—POINT OF ENTRY IN AN ONGOING PROCESS Assessment is the collection of data about the individual’s health state. Throughout this text you will be studying the techniques of collecting and analyzing subjective data (i.e., what the person says about himself or herself during history taking) and objective data (i.e., what you as the health CHAPTER 1 Evidence-Based Assessment 3 guide performance. It takes time, perhaps 2 to 3 years in similar clinical situations, to achieve competency, in which you see actions in the context of arching goals or daily plans for patients. With more time and experience the proficient nurse understands a patient situation as a whole rather than as a list of tasks. At this level you can see long-term goals for the patient. You project that today’s interventions apply to the point at which you want the patient to be in the future. Finally it seems that expert nurses vault over the steps and arrive at a clinical judgment in one leap. The expert has an intuitive grasp of a clinical situation and zeroes in on the accurate solution.5 Critical Thinking and the Diagnostic Process The standards of practice in nursing, traditionally termed the nursing process, include six phases: assessment, diagnosis, outcome identification, planning, implementation, and evaluation.3 This is an iterative process allowing practitioners to move back and forth while caring for the needs of complex patients (Fig. 1-2). Although the nursing process is a problem-solving approach, the way in which we apply the process depends on our level and years of experience. The novice has no experience with a specified patient population and uses rules to 1-2 OUTCOME IDENTIFICATION • Identify expected outcomes • Individualize to the person • Culturally appropriate • Realistic and measurable • Include a timeline PLANNING • Establish priorities • Develop outcomes • Set timelines for outcomes • Identify interventions • Integrate evidence-based trends and research • Document plan of care THE INDIVIDUAL IMPLEMENTATION • Implement in a safe and timely manner • Use evidence-based interventions • Collaborate with colleagues • Use community resources • Coordinate care delivery • Provide health teaching and health promotion • Document implementation and any modification EVALUATION • Progress toward outcomes • Conduct systematic, ongoing, criterion-based evaluation • Include patient and significant others • Use ongoing assessment to revise diagnoses, outcomes, plan • Disseminate results to patient and family ASSESSMENT • Collect data: Review of the clinical record Health history Physical examination Functional assessment Risk assessment Review of the literature • Use evidence-based assessment techniques • Document relevant data DIAGNOSIS • Compare clinical findings with normal and abnormal variation and developmental events • Interpret data Identify clusters of clues Make hypotheses Test hypotheses Derive diagnoses • Validate diagnoses • Document diagnoses4 UNIT 1 Assessment of the Whole Person overlook based on natural assumptions. Rates of incorrect diagnoses are estimated to be as high as 10% to 15%, and one of the primary causes of misdiagnosis is the clinician’s bias.12 An overweight young adult comes to your clinic for a scheduled physical examination. Are you making assumptions about her lifestyle and eating habits? Make sure that you double-check the accuracy of your data (subjective and objective), identify normal and abnormal findings, and group like findings together. For example, a man who has heart failure may exhibit shortness of breath, palpitations, ankle edema, and weight gain. Alone each of these may appear unrelated, but together they are signs of an exacerbation of heart failure. Once you have clustered items that are related, you are ready to identify relevant information and anything that does not fit. In the case of your heart failure patient, his complaints of a headache may be viewed as unrelated to the primary diagnosis, whereas abdominal pain and difficulty buttoning his pants are related (presence of ascites). As you gather clinical cues and complete an assessment, also think about priority setting (Table 1-1). • First-level priority problems are those that are emergent, life threatening, and immediate, such as establishing an airway or supporting breathing. • Second-level priority problems are those that are next in urgency—those requiring your prompt intervention to forestall further deterioration (e.g., mental status change, acute pain, acute urinary elimination problems, untreated medical problems, abnormal laboratory values, risks of infection, or risk to safety or security). • Third-level priority problems are those that are important to the patient’s health but can be addressed after more urgent health problems are addressed. Interventions to treat these problems are more long term, and the response to treatment is expected to take more time. • Collaborative problems are those in which the approach to treatment involves multiple disciplines. Collaborative problems are certain physiologic conditions in which nurses have the primary responsibility to diagnose the onset and monitor the changes in status.8 For example, C.D.’s data regarding diabetes represent a collaborative problem. With this problem the sudden imbalance of insulin and blood sugar has profound implications on the central nervous and gastrointestinal (GI) systems. Her care will be monitored by nurses, doctors, dietitians, and case managers. Or another patient with an alcohol-use disorder presents to the hospital for unrelated surgery and experiences sudden alcohol withdrawal symptoms. This causes rebound effects on the central nervous and cardiovascular systems that must be managed by a team of clinicians. Once you have determined problems, you must identify expected outcomes and work with the patient to facilitate outcome achievement. Remember, your outcomes need to be measurable. Set small goals that can be accomplished in a given time frame. For your heart failure patient your goal may be to eliminate supplemental oxygen needs before discharge. Include your patient in your outcome identification and his or her input as appropriate. Functioning at the level of expert in clinical judgment includes using intuition (i.e., knowledge received as a whole). Intuition is characterized by immediate recognition of patterns; expert practitioners learn to attend to a pattern of assessment data and act without consciously labeling it. Whereas the beginner operates more from a set of defined, structured rules, the expert practitioner uses intuitive links, has the ability to see salient issues in a patient situation, and knows instant therapeutic responses.5 The expert has a storehouse of experience concerning which interventions have been successful in the past. For example, compare the actions of the nonexpert and the expert nurse in the following situation of a young man with Pneumocystis jiroveci pneumonia: He was banging the side rails, making sounds, and pointing to his endotracheal tube. He was diaphoretic, gasping, and frantic. The nurse put her hand on his arm and tried to ascertain whether he had a sore throat from the tube. While she was away from the bedside retrieving an analgesic, the expert nurse strolled by, hesitated, listened, went to the man’s bedside, reinflated the endotracheal cuff, and accepted the patient’s look of gratitude because he was able to breathe again. The nonexpert nurse was distressed that she had misread the situation. The expert reviewed the signs of a leaky cuff with the nonexpert and pointed out that banging the side rails and panic help differentiate acute respiratory distress from pain.15 The method of moving from novice to becoming an expert practitioner is through the use of critical thinking. We all start as novices, when we need the familiarity of clear-cut rules to guide actions. Critical thinking is the means by which we learn to assess and modify, if indicated, before acting. We may even be beginners more than once during our careers. As we transition to different specialties, we must rebuild our database of experiences to become experts in new areas of practice. Critical thinking is required for sound diagnostic reasoning and clinical judgment. During your career you will need to sort through vast amounts of data to make the sound judgments to manage patient care. These data will be dynamic, unpredictable, and ever changing. There will not be any one protocol you can memorize that will apply to every situation. Critical thinking is recognized as an important component of nursing education at all levels.2,20 Case studies and simulations frequently are used to encourage critical thinking with students. As a student, be prepared to think outside the box and think critically through patient-care situations. Critical thinking goes beyond knowing the pathophysiology of a disease process and requires you to put important assessment cues together to determine the most likely cause of a clinical problem and develop a solution. Critical thinking is a multidimensional thinking process, not a linear approach to problem solving. Remember to approach problems in a nonjudgmental way and to avoid making assumptions. Identify which information you are taking for granted or information you may CHAPTER 1 Evidence-Based Assessment 5 EVIDENCE-BASED ASSESSMENT Does honey help burn wounds heal more quickly? Is St. John’s wort effective in relieving the symptoms of major depression? Does male circumcision reduce the risk of transmitting human immunodeficiency virus (HIV) in heterosexual men? Can magnesium sulfate reduce cerebral palsy risk in premature infants? Can infusing hearts with stem cells help heal tissue damage after a heart attack? Health care is a rapidly changing field. The amount of medical and nursing information available today has skyrocketed. Current efforts of cost containment result in a hospital population composed of people who have a higher acuity but are discharged earlier than in the past. Clinical research studies are continuously pushing health care forward. Keeping up with these advances and translating them into practice are very challenging. Budget cuts, staff shortages, and increasing patient acuity mean that the clinician has little time to grab a lunch break, let alone browse the most recent journal articles for advances in a clinical specialty. The conviction that all patients deserve to be treated with the most current and best-practice techniques led to the development of evidence-based practice (EBP). In 1972 a British epidemiologist and early proponent of EBP, Archie Cochrane, identified a pressing need for systematic reviews of randomized clinical trials. In a landmark case Dr. Cochrane noted multiple clinical trials published between 1972 and 1981 showing that the use of corticosteroids to treat women in premature labor reduced the incidence of infant mortality. A short course of corticosteroid stimulates fetal lung development, thus preventing respiratory distress syndrome, a serious and common complication of premature birth. Yet these findings had not been implemented into daily practice, and thousands of low-birth-weight premature infants were dying needlessly. Following a systematic review of the evidence in 1989, obstetricians finally accepted the use of corticosteroid treatment as standard practice for women in preterm labor. Corticosteroid treatment has since been shown to reduce the risk of infant mortality by 30% to 50%.9 EBP is more than the use of best-practice techniques to treat patients. “EBP is a systematic approach to practice that emphasizes the use of best evidence in combination with the clinician’s experience, as well as the patient preferences and values, to make decisions about care and treatment”16 (Fig. 1-3). This definition is comprehensive and holistic. Note how clinical decision making depends on all four factors: the best evidence from a critical review of research literature; the patient’s own preferences; the clinician’s own experience and expertise; and finally physical examination and assessment. Assessment skills must be practiced with hands-on experience and refined to a high level. Although assessment skills are foundational to EBP, it is important to question tradition when no compelling research evidence exists to support it. Some time-honored assessment techniques have been removed from the examination repertoire because clinical evidence indicates that these techniques are not as accurate as once believed. For example, the The final steps to the critical-thinking process include evaluation and planning. You must continuously evaluate whether you are on the right track and correct any missteps or misinterpretation of data. If you are not on the right path, reassess, reanalyze, and revise. The final step is the development of a comprehensive plan that is kept up-to-date. Communicate the plan to the multidisciplinary team. Be aware that this is a legal document and that accurate recording is important for evaluation, insurance reimbursement, and research. TABLE 1-1 Identifying Immediate Priorities Principles of Setting Priorities 1. Make a complete list of current medications, medical problems, allergies, and reasons for seeking care. Refer to them frequently because they may affect how you set priorities. 2. Determine the relationships among the problems: If problem Y causes problem Z, problem Y takes priority over problem Z. Example: If pain is causing immobility, pain management is a high priority. Setting priorities is a dynamic, changing process; at times the order of priority changes, depending on the seriousness and relationship of the problems. Example: If abnormal laboratory values are at life-threatening levels, they become a higher priority; if the patient is having trouble breathing because of acute rib pain, managing the pain may be a higher priority than dealing with a rapid pulse (first-level priority, listed in the next section). Steps to Setting Priorities 1. Assign high priority to first-level priority problems (immediate priorities): Remember the “ABCs plus V”: • Airway problems • Breathing problems • Cardiac/circulation problems • Vital sign concerns (e.g., high fever) Exception: With cardiopulmonary resuscitation (CPR) for cardiac arrest, begin chest compressions immediately. Go to for the most current CPR guidelines. 2. Next attend to second-level priority problems: • Mental status change (e.g., confusion, decreased alertness) • Untreated medical problems requiring immediate attention (e.g., a person with diabetes who has not had insulin) • Acute pain • Acute urinary elimination problems • Abnormal laboratory values • Risks of infection, safety, or security (for the patient or for others) 3. Address third-level priority problems (later priorities): • Health problems that do not fit into the previous categories (e.g., problems with lack of knowledge, activity, rest, family coping) © 2014 Alfaro-LeFevre Workshop Handouts. www. AlfaroTeachS.6 UNIT 1 Assessment of the Whole Person Fostering a culture of EBP at the undergraduate and graduate levels is one way in which health care educators attempt to make evidence-based care the “gold standard” of practice. Students of medicine and nursing are now taught how to filter through the wealth of scientific data and critique their findings. They are learning to discern which interventions would best serve their individual patients. Facilitating support for EBP at the organizational level includes time to go to the library; teaching staff to conduct electronic searches; journal club meetings; establishing nursing research committees; linking staff with university researchers; and ensuring that adequate research journals and preprocessed evidence resources are available in the library.13 “We have come to a time when the credibility of the health professions will be judged by which of its practices are based on the best and latest evidence from sound scientific studies in combination with clinical expertise, astute assessment, and respect for patient values and preferences.”18 COLLECTING FOUR TYPES OF DATA Every examiner needs to establish four different types of databases, depending on the clinical situation: complete, focused or problem-centered, follow-up, and emergency. Complete (Total Health) Database This includes a complete health history and a full physical examination. It describes the current and past health state and forms a baseline against which all future changes can be measured. It yields the first diagnoses. The complete database often is collected in a primary care setting such as a pediatric or family practice clinic, independent or group private practice, college health service, women’s health care agency, visiting nurse agency, or community health agency. When you work in these settings, you are the first health professional to see the patient and have primary responsibility for monitoring the person’s health care. Collecting the complete database is an opportunity to build and strengthen your relationship with the patient. For the well person this database must describe the person’s health state; perception of health; strengths or assets such as health maintenance behaviors, individual coping patterns, support systems, and current developmental tasks; and any risk factors or lifestyle changes. For the ill person the database also includes a description of the person’s health problems, perception of illness, and response to the problems. For well and ill people, the complete database must screen for pathology and determine the ways people respond to that pathology or to any health problem. You must screen for pathology because you are the first, and often the only, health professional to see the patient. This screening is important to refer the patient to another professional, help the patient make decisions, and perform appropriate treatments. But this database also notes the human responses to health problems. This factor is important because it provides additional information about the person that leads to nursing diagnoses. traditional practice of auscultating bowel sounds was found to be a poor indicator of returning GI motility in patients having abdominal surgery.17 The research team first reviewed earlier studies suggesting that early postoperative bowel sounds probably do not represent the return of normal GI motility and therefore listening to the abdomen is not useful in this situation. Research showed the primary markers for returning GI motility after abdominal surgery to be the return of flatus and the first postoperative bowel movement. The Madsen team instituted a new practice protocol and monitored patient outcomes to determine whether discontinuing the auscultation of bowel sounds was detrimental to abdominal surgery patients. Detrimental outcomes did not occur; the new practice guideline was shown to be safe for patients’ recovery and a better allocation of staff time. Evidence shows that other assessment skills are effective for patient care. For example, clinicians should measure the ankle brachial index (ABI), as described in Chapter 20 of this text. Evidence is clear about the value of ABI as a screening measure for peripheral artery disease. Despite the advantages to patients who receive care based on EBP, it often takes up to 17 years for research findings to be implemented into practice.4 This troubling gap has led researchers to examine closely the barriers to EBP, both as individual practitioners and as organizations. As individuals, nurses lack research skills in evaluating quality of research studies, are isolated from other colleagues knowledgeable in research, and lack confidence to implement change. Other significant barriers are the organizational characteristics of health care settings. Nurses lack time to go to the library to read research; health care institutions have inadequate library research holdings; and organizational support for EBP is lacking when nurses wish to implement changes in patient care.13 Evidence from research and evidence-based theories Physical examination and assessment of patient Clinical expertise Patient preferences and values Evidence-based clinical decision making 1-3CHAPTER 1 Evidence-Based Assessment 7 both within the person and from the external environment. Thus the treatment of disease requires the services of numerous providers. Nursing includes many aspects of the holistic model (i.e., the interaction of the mind and body, the oneness and unity of the individual). Both the individual human and the external environment are open systems, dynamic and continually changing and adapting to one another. Each person is responsible for his or her own personal health state and is an active participant in health care. Health promotion and disease prevention form the core of nursing practice. In a holistic model assessment factors are expanded to include such things as lifestyle behaviors, culture and values, family and social roles, self-care behaviors, job-related stress, developmental tasks, and failures and frustrations of life. All are significant to health. Health promotion and disease prevention now round out our concept of health. Guidelines to prevention emphasize the link between health and personal behavior. The report of the U.S. Preventive Services Task Force26 asserts that the great majority of deaths among Americans younger than 65 years are preventable. Prevention can be achieved through counseling from primary care providers designed to change people’s unhealthy behaviors related to smoking, alcohol and other drug use, lack of exercise, poor nutrition, injuries, and sexually transmitted infections.14 Health promotion is a set of positive acts that we can take. In this model the focus of the health professional is on teaching and helping the consumer choose a healthier lifestyle. The frequency interval of assessment varies with the person’s illness and wellness needs. Most ill people seek care because of pain or some abnormal signs and symptoms they have noticed, which prompts an assessment (i.e., gathering a complete, a focused, or an emergency database). In addition, risk assessment and preventive services can be delivered once the presenting concerns are addressed (Fig. 1-4). But for the well person opinions are inconsistent about assessment intervals. The term annual checkup is vague. What does it constitute? Is it necessary or cost-effective? How can primary-care clinicians deliver preventive services to people with no signs and symptoms of illness? Periodic health checkups are an excellent opportunity to deliver preventive services and update the complete database. Although periodic health In acute hospital care the complete database also is gathered on admission to the hospital. In the hospital, data related specifically to pathology may be collected by the admitting physician. You collect additional information on the patient’s perception of illness, functional ability or patterns of living, activities of daily living, health maintenance behaviors, response to health problems, coping patterns, interaction patterns, and health goals. Focused or Problem-Centered Database This is for a limited or short-term problem. Here you collect a “mini” database, smaller in scope and more targeted than the complete database. It concerns mainly one problem, one cue complex, or one body system. It is used in all settings— hospital, primary care, or long-term care. For example, 2 days after surgery a hospitalized person suddenly has a congested cough, shortness of breath, and fatigue. The history and examination focus primarily on the respiratory and cardiovascular systems. Or in an outpatient clinic a person presents with a rash. The history follows the direction of this presenting concern such as whether the rash had an acute or chronic onset; was associated with a fever, new food, pet, or medicine; and was localized or generalized. Physical examination must include a clear description of the rash. Follow-Up Database The status of any identified problems should be evaluated at regular and appropriate intervals. What change has occurred? Is the problem getting better or worse? Which coping strategies are used? This type of database is used in all settings to follow up both short-term and chronic health problems. Emergency Database This is an urgent, rapid collection of crucial information and often is compiled concurrently with lifesaving measures. Diagnosis must be swift and sure. For example, a person is brought into a hospital ED with suspected substance overdose. The first history questions are, “What did you take?” “How much did you take?” and “When?” The person is questioned simultaneously while his or her airway, breathing, circulation, level of consciousness, and disability are being assessed. Clearly the emergency database requires more rapid collection of data than the episodic database. Once the person has been stabilized, a complete database can be compiled. EXPANDING THE CONCEPT OF HEALTH Assessment is the collection of data about a person’s health state. A clear definition of health is important because this determines which assessment data should be collected. In general the list of data that must be collected has lengthened as our concept of health has broadened. Consideration of the whole person is the essence of holistic health. Holistic health views the mind, body, and spirit as interdependent and functioning as a whole within the environment. Health depends on all these factors working together. The basis of disease is multifaceted, originating from 1-4 (Yoder-Wise, 2014.)8 UNIT 1 Assessment of the Whole Person checkups could induce unnecessary costs and promote nonrecommended services, advocates justify well-person visits because of delivery of some recommended preventive services and reduction of patient worry.7 The Guide to Clinical Preventive Services is a positive approach to health assessment and risk reduction.26 The Guide is updated annually and is accessible online or in print. It presents evidence-based, gold standard recommendations on screening, counseling, and preventive topics and includes clinical considerations for each topic. These services include screening factors to gather during the history, age-specific items for physical examination and laboratory procedures, counseling topics, and immunizations. This approach moves away from an annual physical ritual and toward a rational and varying periodicity based on factors specific to the patient. Health education and counseling are highlighted as the means to deliver health promotion and disease prevention. For example, the guide to examination for C.D. (23-yearold female, nonpregnant, not sexually active) would recommend the following services for preventive health care: 1. Screening history for dietary intake, physical activity, tobacco/alcohol/drug use, and sexual practices 2. Physical examination for height and weight, BP, and screening for cervical cancer and HIV 3. Counseling for physical activity and risk prevention (e.g., secondhand smoke, seatbelt use) 4. Depression screening 5. Healthy diet counseling, including lipid disorder screening and obesity screening 6. Chemoprophylaxis to include multivitamin with folic acid (females capable of or planning pregnancy) C.D. is living successfully with a serious chronic condition. Because she has diabetes, including periodic checks of hemoglobin A1c and a fasting glucose level is important. In addition, you should ask how her pump is functioning and whether she is having any difficulties with blood sugar control. CULTURE AND GENETICS In a holistic model of health care, assessment factors must include culture. An introduction to cross-cultural concepts follows in Chapter 2. These concepts are developed throughout the text as they relate to specific chapters. Metaphors such as melting pot, mosaic, and salad bowl have been used to describe the cultural diversity that characterizes the United States. According to the U.S. Census Bureau, close to 50% of the population of the United States will consist of people from diverse racial, ethnic, and cultural groups by the year 2050. Emerging minority is a term that has been used to classify the populations, including Blacks, Hispanics, and Asian Americans, that are rapidly becoming a combined numeric majority.22 The population of the United States surpassed 311 million people in the autumn of 2011; approximately 1 in 3 U.S. residents was part of a group other than single-race non-Hispanic Whites according to national estimates by race, Hispanic origin, and age released by the Census Bureau. In 2043 the United States is expected to become a majorityminority nation. Although non-Hispanic Whites will remain the largest single group, they will no longer constitute a numeric majority. By 2060 the U.S. Census Bureau projects that minorities will comprise 57% of the population. The Hispanic and Asian populations are projected to more than double by 2060, and all other racial groups are expected to increase as well. By 2060 nearly 33% of the population will be Hispanic, 15% Blacks, 8.2% Asian, and 1.5% American Indians or Alaska Natives. In 2050 the U.S. Census Bureau anticipates that there will be more people over the age of 65 years than under the age of 18 years for the first time in history.25 As the United States population is becoming more diverse, the U.S. health care providers go abroad to work in a variety of health care settings in the international community. Medical and nursing teams volunteer to provide free medical and surgical care in developing countries (Fig. 1-5). International interchanges are increasing among health care providers, making attention to the cultural aspects of health and illness an even greater priority. During your professional career you may be expected to assess short-term foreign visitors who travel for treatments, international university faculty, students from abroad studying in U.S. high schools and universities, family members of foreign diplomats, immigrants, refugees, members of more than 106 different ethnic groups, and American Indians from 510 federally recognized tribes. A serious conceptual problem exists in that nurses and physicians are expected to know, understand, and meet the health needs of people from culturally diverse backgrounds with minimal preparation in cultural competence. Culture has been included in each chapter of this book. Understanding the basics of a variety of cultures is important in health assessment. People from different cultures may interpret symptoms differently; therefore asking the right questions is imperative for you to gather data that are accurate and meaningful. Members of some cultural groups are demanding culturally relevant health care that incorporates their specific beliefs and practices. An increasing expectation exists among 1-5CHAPTER 1 Evidence-Based Assessment 9 members of certain cultural groups that health care providers will respect their “cultural health rights,” an expectation that may conflict with the unicultural Western biomedical worldview taught in U.S. educational programs that prepare nurses, doctors, and other health care providers. Given the multicultural composition of the United States and the projected increase in the number of individuals from diverse cultural backgrounds anticipated in the future, a concern for the cultural beliefs and practices of people is increasingly important. BIBLIOGRAPHY 15. Hanneman, S. K. (1996). Advancing nursing practice with a unit-based clinical expert. Image, 28(4), 331-337. 16. Leufer, T. C. (2009). Evidence-based practice: improving patient outcomes. Nurs Stand, 23(32), 35-39. 17. Madsen, D., Sebolt, T., Cullen, L., et al. (2005). Listening to bowel sounds: an evidence-based practice project. Am J Nurs, 105(12), 40-50. 18. Melnyk, B. M., & Fineout-Overholt, E. (2011). Evidence-based practice in nursing & healthcare. (2nd ed.). Philadelphia: Lippincott Williams & Wilkins. 19. Melnyk, B. M., Fineout-Overhold, E., Stillwell, B., et al. (2009). Evidence-based practice step by step: igniting the spirit of inquiry. Am J Nurs, 109(11), 49-52. First in a 12-part series. 20. National League for Nursing Accrediting Commission. (2006). Accreditation manual and interpretive guidelines by program type for postsecondary and higher degree programs in nursing. New York: Author. 21. Robert, R. R., & Petersen, S. (2013). Critical thinking at the bedside: providing safe passage to patients. Medsurg Nurs, 22(2):85-93. 22. Spector, R. E. (2013). Cultural diversity in health and illness. (8th ed.). Indianapolis, IN: Pearson. 23. Throckmorton, T., & Windle, P. E. (2009). Evidence-based case management practice. Part 1: the systemic review. Prof Case Manage, 14(2), 76-81. 24. U.S. Bureau of the Census. (2014). Quickfacts. Washington, DC: U.S. Government Printing Office. . 25. U.S. Census Bureau. (2012). U.S. Census Bureau projections show a slower growing, older, more diverse nation a half century from now. Available at releases/archives/population/. 26. U.S. Preventive Services Task Force (USPSTF). (2012). Guide to clinical preventive services. (2012). Available at guidelines-recommendations/guide/guide-clinical-preventive -. 1. Alfaro-LeFevre, R. (2013). Critical thinking, clinical reasoning and clinical judgment. (5th ed.). St. Louis: Saunders. 2. American Association of Colleges of Nursing. (2008). Essentials of baccalaureate education for professional nursing practice. Available at 3. American Nurses Association. (2010). Nursing scope and standards of performance and standards of clinical practice. Washington, DC: American Nurses Publishing. 4. Balas, E. A., & Boren, S. A. (2000). Managing clinical knowledge for health care improvements. In Bemmel, J., & A. T. McCray (Eds.). Yearbook of medical informatics 2000. Stuttgart, Germany: Schattauer. 5. Benner, P., Tanner, C. A., & Chesla, C. A. (1996). Expertise in nursing practice. New York: Springer. 6. Benner, P., Tanner, C. A., & Chesla, C. A. (1997). Becoming an expert nurse. Am J Nurs, 97(6), 16BBB-16DDD. 7. Boulware, L. E., Marinopoulos, S., & Phillips, K. A. (2007). Systematic review: the value of the periodic health evaluation. Ann Intern Med, 146(4), 289-300. 8. Carpenito-Moyet, L. J. (2012). Nursing diagnosis: application to clinical practice. (14th ed.). Philadelphia: Lippincott Williams & Wilkins. 9. Cochrane Collaboration. (2013). Available at . 10. Coderre, S., Mandin, H., Harasym, P. H., et al. (2003). Diagnostic reasoning strategies and diagnostic success. Med Educ, 37(8), 695-703. 11. Crisp, N., & Chen, L. (2014). Global supply of health professionals. N Engl J Med, 370(10), 950-957. 12. Croskerry, P. (2013). From mindless to mindful practice— cognitive bias and clinical decision making. N Engl J Med, 368, . 13. DiCenso, A., Guyatt, G., & Ciliska, D. (2005). Evidence-based nursing: a guide to clinical practice. St. Louis: Mosby. 14. Ezzati, M., & Riboli, E. (2013). Behavioral and dietary risk factors for noncommunicable diseases. N Engl J Med, 369(10):954-964.This page intentionally left blank11 Cultural Competence A health profession role encompasses your relationships with people—your ability to listen to, empathize with, and understand people. How can you fulfill this role to the best of your ability? First be open to people who are different from you, have a curiosity about people, and begin the lifelong journey of becoming culturally competent (Fig. 2-1). The United States is becoming more diverse, not only through globalization and immigration, but also because of a wide range of subcultures and an increasing acceptance of lifestyle choices that may differ from the mainstream. For example, in 2011 approximately 4% of the U.S. adult population (or 9 million people) identified themselves as lesbian, gay, bisexual, or transgender (LGBT), and even larger numbers stated that they had same-sex experiences or were attracted to the same sex without necessarily identifying themselves as LGB.16 A key to understanding cultural diversity is self-awareness and knowledge of one’s own culture, which may be African American, Euro American, Chinese American, Dominican American, Mexican American, Southeast Asian–American, or any combination of self-identified ethnicities and races. Your cultural identification might include the subculture of nursing or health care professionals. You might identify yourself as a Midwesterner, a college student, an athlete, a member of the Polish community, or a Buddhist. These multiple and often changing cultural and subcultural identifications help define an individual and influence one’s beliefs about health and illness, coping mechanisms, and wellness behaviors. Over the course of your professional education, you will study physical examination and health promotion across the life span and learn to conduct numerous assessments such as a health history, a physical examination, a mental health assessment, a domestic violence assessment, a nutritional assessment, and a pain assessment. However, depending on the cultural and racial background of the person, the data you gather in the assessments may vary. Therefore a cultural assessment must be an integral component of a complete physical and health assessment. DEMOGRAPHIC PROFILE OF THE UNITED STATES The estimates of the U.S. population illustrate the increasing diversity in the population and explain the rationale for learning about the cultural aspects of health* and illness† from the point of view of the person seeking health care.46 The population of the United States exceeded 311 million people in 2011.44 Approximately 1 in every 6 to 7 people was an immigrant, and greater than one third of U.S. residents were part of a group other than single-race non-Hispanic White.27,44 The national minority, actually emerging majority, population totaled 37% of the total population.27 Among this emerging majority, the largest ethnic group is Hispanic, who make up 16.7% of the population and are the fastest-growing minority group. The largest racial minority group is African American or Black (12.2%), followed by Asians (4.8%), other races (4.7%), two or more races (2.8%), American Indians and Alaska natives (0.8%), and Native Hawaiians and other Pacific Islanders (0.2%).44 There are differences among the emerging majority groups when compared to non-Hispanic Whites. These demographic differences are age, poverty level, and household †Illness: “The loss of the person’s balance, both within one’s being (i.e., physical, mental, and/or spiritual) and in the outside world (i.e., natural, communal, and/or metaphysical).”41 *Health: “The balance of the person, both within one’s being (i.e., physical, mental, and/or spiritual) and in the outside world (i.e., natural, communal, and/or metaphysical), is a complex, interrelated phenomenon.”41 2-1 C H A P T E R 212 UNIT 1 Assessment of the Whole Person understanding of health care resources and how to navigate the health care system. They may not speak or understand English, and they may not be literate in the language of their country of origin. Therefore it is imperative that health care address the needs of this growing population. In 2011 the population in the United States included over 40 million foreign-born people, including legal and undocumented immigrants, representing 13% of the U.S. population and an increase of 9 million people since 2000.27,44 Although the number of foreign born is the greatest in U.S. history, the foreign born as a percent of the entire population does not reach the high point in American history (i.e., from 1890 to1920) when immigrants from Southern and Eastern Europe made up 15% of the population.36 The current wave of immigrants is predominantly from Latin America (50%) and Asia (27%). Mexico has by far the largest number of immigrants to the U.S. at 29% of the foreign-born population, followed by India at 4.6%, the Philippines at 4.5%, China at 4.1%, and Vietnam at 3.1%.36 The Immigration and Nationality Act of 1965 abolished quota systems that denied entrance into the United States to Latin Americans, Asians, and Africans, thus opening the way for the current wave of immigration. In 2011 there were also 11.1 million people who were foreign born and living in the United States without legal documents (unauthorized or undocumented immigrants), which decreased from 12 million in 2007. This is the result of a decrease or reversal of net immigration from Mexico, the origin of the largest number of unauthorized immigrants.34 The new wave of immigration and the numbers of unauthorized immigrants have engendered a great deal of controversy in the United States and have prompted new policy changes. The proposed Immigration Reform Bill would create a mechanism for the 11 million undocumented immigrants to achieve legal citizenship after proving that they can speak English, pass background checks, and pay t
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