Physical Assessment for Nurses and Healthcare Professionals -  - E-Book

Physical Assessment for Nurses and Healthcare Professionals E-Book

0,0
44,99 €

-100%
Sammeln Sie Punkte in unserem Gutscheinprogramm und kaufen Sie E-Books und Hörbücher mit bis zu 100% Rabatt.

Mehr erfahren.
Beschreibung

Physical Assessment for Nurses and Healthcare Professionals offers a practical and comprehensive guide to best clinical practice when taking patient history and physical examination. This accessible text is structured in accordance with the competencies for advanced practice in assessment, diagnosis and treatment as published by the RCN. Following a systematic, systems-based approach to patient assessment, it includes a summary of the key clinical skills needed to develop and improve clinical examination in order to confidently assess, diagnose, plan and provide outstanding care.

In this revised edition, colour photographs and case studies have been included to assist health care practitioners in their assessment of the patient. This important guide: 

  • Includes a highly visual colour presentation with photographs and illustrations
  • Features a wide range of key learning points to help guide practice
  • Offers illustrative examples, applications to practice and case studies

Written for health care students, newly qualified and advanced nurse practitioners, and those in the allied health professions, Physical Assessment for Nurses and Healthcare Professionals is the essential guide for developing the skills needed to accurately access patient history and physical examination.

Sie lesen das E-Book in den Legimi-Apps auf:

Android
iOS
von Legimi
zertifizierten E-Readern

Seitenzahl: 694

Veröffentlichungsjahr: 2019

Bewertungen
0,0
0
0
0
0
0
Mehr Informationen
Mehr Informationen
Legimi prüft nicht, ob Rezensionen von Nutzern stammen, die den betreffenden Titel tatsächlich gekauft oder gelesen/gehört haben. Wir entfernen aber gefälschte Rezensionen.



Table of Contents

Cover

List of Contributors

Foreword

Preface

Acknowledgements

Introduction: The First Approach

General Principles

Your Role as an Advanced Healthcare Practitioner

References

Chapter 1: Interviewing and History Taking

General Procedures

Functional Enquiry

Past History

Family History

Personal and Social History

References

Chapter 2: General Health Assessment

Introduction

General Inspection

Hands

Skin

Mouth

Eyes

Examine the Fundi

Examine for Palpable Lymph Nodes

Lumps

Heart

Breasts

Respiratory

Thyroid

Other Endocrine Diseases

Abdominal

Musculoskeletal

References

Chapter 3: Examination of the Skin, Hair, and Nails

Introduction

Anatomy and Physiology

Conclusion

References

Chapter 4: Examination of the Cardiovascular System

Introduction

General Examination

Palpate the Radial Pulse

Take the BP

Jugular Venous Pulse (Frequently Called Pressure)

Musset's Sign

The Precordium

Auscultation

Signs of Left and Right Ventricular Failure

Functional Result

Summary of Common Illnesses

Peripheral Arteries

Varicose Veins

System‐Oriented Examination

Reference Guide: Intracardiac Values and Pressures

References

Chapter 5: Examination of the Respiratory System

Introduction

Anatomy and Physiology

General Examination

Physical Assessment of the Chest

Inspection of the Chest

Palpation

Percussion

Auscultation

Vocal Fremitus/Resonance

Sputum

Functional Result

Summary of Common Illnesses

System‐Oriented Examination

References

Chapter 6: Examination of the Abdominal System

Introduction

Anatomy and Physiology

The Pancreas

The Liver

The Large Intestine (Colon)

Ascending Colon

Transverse Colon

Descending Colon

Sigmoid Colon

Rectum

Anal Canal

General Examination

Abdominal Pain

Inspection

Arterial Bruits

Liver and Gall Bladder

Spleen

Groin

Hernia

Kidneys and Bladder

Aorta

Examination of Genitals

Digital Rectum Examination

Per Vaginam Examination

Summary of Common Illnesses

References

Chapter 7: Examination of the Male Genitalia

Introduction

General Examination

Inspection

Palpation

References

Chapter 8: Examination of the Female Breast

General Examination

Introduction

Review of Anatomy

Inspection

Palpation

Referral Guidelines for Breast Cancer

The Male Breast

References

Chapter 9: Examination of the Female Reproductive System

General Examination

Review of Anatomy

Preparation

Inspection of the External Genitalia

Speculum Examination (Figure 9.4)

Bimanual Examination

Female Genital Mutilation (FGM)

Overview of Common Presentations

References

Chapter 10: Examination of the Nervous System

General Examination

General Examination

Motor and Sensory Function

Mental Function

Skull and Spine

Cranial Nerves (I – XII)

Limbs and Trunk

Lower Limbs

Summary of Common Illnesses

References

Chapter 11: Examination of the Eye

General Examination

Examination

Recording Visual Fields

References

Chapter 12: Mental Health Assessment

Introduction

Motivational Interviewing (MI)

General History and Examination

Challenging Behaviour

Summary of Common Mental Disorders

Conclusions

Acknowledgements

References

Chapter 13: Examination of the Musculoskeletal System

General Examination

Frequent Musculoskeletal Complaints

Terms of Location

Terms Used to Describe ROM

References

Chapter 14: Assessment of the Child

General Examination

References

Chapter 15: Assessment of Disability Including Care ofthe Older Adult

General Examination

Assessment of Impairment

Assessment of Hearing

Assessment of Disability

Analysing Disabilities and Handicaps and Setting Objectives

Identifying Causes for Disabilities

References

Chapter 16: Imaging Techniques, Clinical Investigations, and Interpretation

General Procedures

Diagnostic Imaging

Endoscopy

Needle Biopsy

Cardiac Investigations

Respiratory Investigations

Gastrointestinal Investigations

Renal Investigations

Neurological Investigations

Further Reading

Chapter 17: Basic Examination, Notes, and Diagnostic Principles

Basic Examination

Example of Notes

Problem List and Diagnoses

References

Chapter 18: Presenting Cases and Communication

Presentations to Healthcare Professionals and Patients

People – Including Patients

Diabetes Case

References

Appendices

Appendix A: Jaeger Reading Chart

Reference

Appendix B: Visual Acuity 3 Meter/21 Foot Chart

Reference

Appendix C: Hodkinson Ten‐Point Mental Test Score

Reference

Appendix D: Barthel Index of Activities of Daily Living

Guidelines for the Barthel Index of Activities of Daily Living (ADL)

Reference

Appendix E: Mini‐Mental State Examination (MMSE)

References

Appendix F: Glasgow Coma Scale

Reference

Appendix G: Warning Signs of Alzheimer’s Disease

Reference

Appendix H: Trigger Symptoms Indicative of Dementia

References

Index

End User License Agreement

List of Tables

Chapter 2

Table 2.1 Distribution of components in the four imaginary quadrants of the a...

Chapter 3

Table 3.1 Skin types.

Table 3.2 Systemic disease.

Table 3.3 Distribution of lesions.

Table 3.4 Primary lesions.

Table 3.5 The shape and border of lesions.

Table 3.6 Secondary lesions.

Table 3.7 Contact and allergic dermatitis.

Table 3.8 Tinea infections.

Chapter 4

Table 4.1 Intracardiac values and pressures.

Chapter 5

Table 5.1 Discrimination of sounds.

Table 5.2 Characteristics of sounds.

Chapter 9

Table 9.1 Materials needed for a pelvic examination.

Table 9.2 Differential diagnosis of acute pelvic pain.

Chapter 10

Table 10.1 The brain.

Table 10.2 Spinal nerves.

Table 10.3 SOCRATES.

Table 10.4 Glasgow Coma Scale.

Table 10.5 ‘Examine the cranial nerves’.

Chapter 12

Table 12.1 Common actuarial measures and their predictive efficacy (Abderhald...

Table 12.2 Common actuarial risk measures and their effect sizes.

Chapter 14

Table 14.1 Approach to history taking – age‐related history.

Table 14.2 Differences in anatomy and physiology.

Table 14.3 Developmental considerations affecting the physical assessment.

Table 14.4 Developmental approach to the physical assessment.

List of Illustrations

Chapter 1

Figure 1.1 Usual sequence of events.

Chapter 3

Figure 3.1 The skin.

Figure 3.2 Diascopy.

Figure 3.3 Nodular basal cell carcinoma.

Figure 3.4 Squamous cell carcinoma.

Figure 3.5 Malignant melanoma.

Figure 3.6 Toxic erythema.

Figure 3.7 Erythema multiforme.

Figure 3.8 Erythema nodosum.

Figure 3.9 Erythroderma.

Figure 3.10 Atopic eczema.

Figure 3.11 Contact dermatitis.

Figure 3.12 Impetigo.

Figure 3.13 Eczema herpeticum.

Figure 3.14 Hand, foot, and mouth disease.

Figure 3.15 Pityriasis rosea.

Figure 3.16 Plaque psoriasis.

Figure 3.17 Pustular psoriasis.

Chapter 4

Figure 4.1 Xanthelasma.

Figure 4.2 Xanthoma.

Figure 4.3 Taking a radial pulse.

Figure 4.4 Waveform of the pulse.

Figure 4.5 Taking the blood pressure and types of equipment that can be used....

Figure 4.6 Assessing height of JVP.

Figure 4.7 The veins of the neck.

Figure 4.8 Assessing the JVP waveform.

Figure 4.9 Location of PMI at the apex.

Figure 4.10 (a) Midsternal. (b) Midclavicular. (c) Anterior axillary.

Figure 4.11 Palpation position for right ventricular heave.

Figure 4.12 Ausculation site landmarks.

Figure 4.13 Relationship of heart sounds to the electrocardiogram.

Figure 4.14 Relation of murmurs to pressure changes and valve movements.

Figure 4.15 (a) Normal and (b) paradoxical splitting.

Figure 4.16 Radiation of sound from turbulent blood flow.

Figure 4.17 Diastolic murmurs in mitral stenosis.

Figure 4.18 Stages of mitral valve prolapse.

Figure 4.19 Sites of peripheral pulses.

Figure 4.20 Healing varicose ulcer – classic site in lower leg medially with ...

Figure 4.21 Site of systolic bruit in aortic aneurysm.

Chapter 5

Figure 5.1 Anterior and posterior landmarks to locate the lungs.

Figure 5.3 Anterior and posterior landmarks to locate the lungs.

Figure 5.4 Demarcation lines of the thorax. (a) Midsternal line; (b) Midclavi...

Figure 5.6 Demarcation lines of the thorax. Reproduced with permission.

Figure 5.7 Percussion sequence of the chest.

Figure 5.8 Percuss the diaphragm from above downwards. These markings are at ...

Figure 5.9 Determination of diaphragmatic excursion.

Figure 5.10 Sequence for auscultation.

Figure 5.11 Auscultation of adventitious sounds.

Chapter 6

Figure 6.1 Spider naevi in cirrhosis – telangiectasia radiating from central ...

Figure 6.2 Virchow's node.

Figure 6.3 Spider naevus: a small collection of capillaries fed by a central ...

Figure 6.4 William Harvey's method of checking vein filling.

Figure 6.5 Nine abdominal quadrants and location of organs in epigastric, hyp...

Figure 6.6 Auscultation sites for arterial bruits.

Figure 6.7 Examination of the liver.

Figure 6.8 Splenic enlargement.

Figure 6.9 Shifting dullness.

Chapter 7

Figure 7.1 The male reproductive system.

Figure 7.2 Longitudinal section of the penis and its relationship to the blad...

Figure 7.3 Checking for hernia.

Figure 7.4 The prostate.

Chapter 8

Figure 8.1 Anatomy of the female breast.

Chapter 9

Figure 9.1 Female reproductive system.

Figure 9.2 The internal female reproductive organs.

Figure 9.3 External female genitalia.

Figure 9.4 Speculum examination.

Figure 9.5 Bimanual examination.

Chapter 10

Figure 10.1 The brain.

Figure 10.2 Cerebral blood supply.

Figure 10.3 Nerve and action potential.

Figure 10.4 Action potential.

Figure 10.5 Node of Ranvier.

Figure 10.6 Testing temporal peripheral patient fields of vision.

Figure 10.7 Visual field assessment.

Figure 10.8 Visual field defects.

Figure 10.9 Accommodation reflex.

Figure 10.10 Muscles of the eye and relevant cranial nerves.

Figure 10.11 Testing external ocular movements (EOM)

Figure 10.12 Left 6th nerve lesion.

Figure 10.13 Concomitant nonparalytic strabismus.

Figure 10.14 Supranuclear palsies.

Figure 10.15 Cerebellar nystagmus.

Figure 10.16 Assessment areas for trigeminal nerve sensation.

Figure 10.17 The corneal reflex.

Figure 10.18 Fifth nerve palsy.

Figure 10.19 Jaw jerk test.

Figure 10.20 Upper and lower motor neuron lesions.

Figure 10.21 Rinne's and Weber's tests.

Figure 10.22 Stimulating the gag reflex.

Figure 10.23 Flexing the neck and raising both shoulders.

Figure 10.24 Left hypoglossal lesion.

Figure 10.25 Tapping both arms downwards.

Figure 10.26 Testing coordination – index finger to nose.

Figure 10.27 Cerebellar function – index finger to nose to examiner's moving ...

Figure 10.28 Testing muscle power.

Figure 10.29 Testing power: shoulder abduction and elbow flexion.

Figure 10.30 Tendon reflexes.

Figure 10.31 Trunk reflexes.

Figure 10.32 Lower limb coordination.

Figure 10.33 Muscle power in the legs. Hip flexion.

Figure 10.34 Knee flexion.

Figure 10.35 Testing knee reflexes.

Figure 10.36 Testing ankle jerk.

Figure 10.37 Plantar response stimulus.

Figure 10.38 Testing position sense.

Figure 10.39 Dermatomes.

Figure 10.40 Parkinson's disease gait.

Figure 10.41 Spastic gait.

Figure 10.42 Sensory ataxia gait.

Figure 10.43 Cerebellar gait.

Figure 10.44 Romberg's test.

Figure 10.45 Anatomy and vascular supply of the spinal cord. Note: Anterior s...

Figure 10.46 Signs of meningeal irritation.

Figure 10.47 Straight‐leg raising for sciatica.

Figure 10.48 Wasted interossei and hypothenar eminence from an ulnar nerve or...

Figure 10.49 Radial, median, and ulnar nerve palsies.

Chapter 11

Figure 11.1 The Eye.

Figure 11.2 Kay Picture Charts.

Figure 11.3 Slit lamp.

Figure 11.4 Examination of the retina with the slit lamp.

Figure 11.5 Alternative method for examination of the fundus.

Figure 11.6 Tonometer with diagram to illustrate correct alignment of the sem...

Figure 11.7 Retinoscopy

Figure 11.8 Corneal topography.

Figure 11.9 Phoropter.

Chapter 12

Figure 12.1 Healthy people 2020 – health determinants.

Chapter 13

Figure 13.1 The neutral position.

Figure 13.2 Movements of the neck.

Figure 13.3 (a) Thoracolumbar spine and sacroiliac joint. (b) Changes in the ...

Figure 13.4 Flexion and extension of the spine.

Figure 13.5 Straight leg raise with pain increased on dorsiflexion of the foo...

Figure 13.6 Further extension of the nerve root increases pain when the knee ...

Figure 13.7 Movements of the shoulder.

Figure 13.8 Shoulder abduction..

Figure 13.9 Movements of the elbows and shoulders.

Figure 13.10 Flexion and testing power of the elbow.

Figure 13.11 Movements of the wrist.

Figure 13.12 Flexion of the fingers.

Figure 13.13 Abduction of the fingers.

Figure 13.14 Movements of the hip, flexion and extension.

Figure 13.15 Movements of the hip, abduction and rotation.

Figure 13.16 Movements of the knee.

Figure 13.17 Testing power in the hand.

Chapter 16

Figure 16.1 Ultrasound scan showing a stone within gall bladder, casting an a...

Figure 16.2 (a) A normal

posteroanterior

(

PA

) chest radiograph; (b) An antero...

Figure 16.3 Outline of cardiothoracic structures that may be visualised on a ...

Figure 16.4 Outline of visceral organs that may be visualised on an abdominal...

Figure 16.5 Left coronary artery angiogram viewed from right.

Figure 16.6 Axial CT scan across cerebral hemispheres.

Figure 16.7 Magnetic resonance imaging.

Figure 16.8 (a) MRI (axial section) of the brain. The central white areas are...

Figure 16.9 Thallium 201 study of the heart.

Figure 16.10 The positioning of the limb electrodes and the six standard lead...

Figure 16.11 Example of a strongly positive exercise test – signal averaged r...

Figure 16.12 Outline of two‐dimensional echocardiograph (ultrasound scan). Ao...

Figure 16.13 Outline of M‐mode echocardiographs, with two examples showing mi...

Figure 16.14 Cardiac catheterisation.

Figure 16.15 Aortic stenosis. The systolic pressure falls as the catheter tip...

Figure 16.16 Mitral stenosis. Left ventricular (LV) pressure trace expanded t...

Figure 16.17 The arrangement for the 24‐hour ECG tape recorder.

Figure 16.18 Descriptive clinical terms. Shaded area is normal range.

Figure 16.19 Peak flow machine.

Figure 16.20 A vitalograph.

Figure 16.21

V/Q

scan of pulmonary embolism: (a) ventilation scan – normal; ...

Figure 16.22 Endoscopic retrograde cholangiopancreatography.

Figure 16.23 The lumbar puncture needle is positioned between L3 and L4 to on...

Guide

Cover

Table of Contents

Begin Reading

Pages

iii

iv

xvii

xviii

xix

xxi

xxiii

xxv

xxvi

xxvii

xxviii

xxix

xxx

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

32

33

34

35

37

38

39

40

41

42

43

44

45

46

47

48

49

50

51

52

53

54

55

56

57

58

59

60

61

62

63

64

65

67

68

69

70

71

72

73

74

75

76

77

78

79

80

81

82

83

84

85

86

87

88

89

90

91

92

93

94

95

96

97

98

99

100

101

102

103

104

105

106

107

108

109

110

111

112

113

114

115

116

117

118

119

120

121

122

123

124

125

126

127

128

129

130

131

132

133

134

135

136

137

138

139

140

141

142

143

144

145

146

147

149

150

151

152

153

154

155

156

157

159

160

161

162

163

164

165

167

168

169

170

171

172

173

174

175

176

177

178

179

180

181

182

183

185

186

187

188

189

190

191

192

193

194

195

196

197

198

199

200

201

202

203

204

205

206

207

208

209

210

211

212

213

214

215

216

217

218

219

220

221

222

223

224

225

226

227

228

229

230

231

232

233

234

235

236

237

238

239

240

241

242

243

244

245

246

247

248

249

250

251

252

253

254

255

256

257

258

259

260

261

262

263

264

265

267

268

269

270

271

272

273

274

275

276

277

278

279

280

281

282

283

284

285

287

288

289

290

291

292

293

294

295

296

297

298

299

300

301

302

303

304

305

306

307

308

309

310

311

312

313

314

315

316

317

318

319

320

321

322

323

324

325

326

327

328

329

330

331

333

334

335

336

337

338

339

340

341

342

343

344

345

346

347

348

349

350

351

352

353

354

355

356

357

358

359

360

361

362

363

364

365

366

367

368

369

370

371

372

373

374

375

376

377

378

379

380

381

383

384

385

386

387

388

389

390

391

392

393

394

395

396

397

398

399

400

401

402

403

404

405

406

407

408

409

410

411

412

413

415

416

417

418

419

420

421

422

423

425

426

427

428

429

430

431

432

433

434

435

436

437

438

439

440

441

442

443

444

445

446

447

448

449

450

451

Physical Assessment for Nurses and Healthcare Professionals

Third Edition

EDITED BY

CAROL LYNN COX PhD, MSc, MA (Theology) MA (Education), PG Dip Education, BSc (Hons), RN, ENB 254, FHEA

Professor Emeritus, School of Health Sciences, City, University of London, London, UKClinic Manager and Director of Nursing, Health and Hope Clinics, Pensacola, FL, USA

Adapted from Lecture Notes on Clinical Skills (third edition) by:

THE LATE ROBERT TURNER MD, FRCP

Professor of Medicine and Honorary Consultant PhysicianNuffield Department of Clinical MedicineRadcliffe Infirmary, Oxford, UK

ROGER BLACKWOOD MA, FRCP

Consultant Physician, Wexham Park Hospital, Slough, and Honorary Consultant Physician at Hammersmith Hospital, London, UK

This edition first published 2019 © 2019 by John Wiley & Sons LtdEdition History [2e, 2009]

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, except as permitted by law. Advice on how to obtain permission to reuse material from this title is available at http://www.wiley.com/go/permissions.

The right of Carol Lynn Cox to be identified as the author of editorial in this work has been asserted in accordance with law.

Registered Office(s)John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, USAJohn Wiley & Sons Ltd, The Atrium, Southern Gate, Chichester, West Sussex, PO19 8SQ, UK

Editorial Office9600 Garsington Road, Oxford, OX4 2DQ, UK

For details of our global editorial offices, customer services, and more information about Wiley products visit us at www.wiley.com.

Wiley also publishes its books in a variety of electronic formats and by print‐on‐demand. Some content that appears in standard print versions of this book may not be available in other formats.

Limit of Liability/Disclaimer of WarrantyThe contents of this work are intended to further general scientific research, understanding, and discussion only and are not intended and should not be relied upon as recommending or promoting scientific method, diagnosis, or treatment by physicians for any particular patient. In view of ongoing research, equipment modifications, changes in governmental regulations, and the constant flow of information relating to the use of medicines, equipment, and devices, the reader is urged to review and evaluate the information provided in the package insert or instructions for each medicine, equipment, or device for, among other things, any changes in the instructions or indication of usage and for added warnings and precautions. While the publisher and authors have used their best efforts in preparing this work, they make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives, written sales materials or promotional statements for this work. The fact that an organization, website, or product is referred to in this work as a citation and/or potential source of further information does not mean that the publisher and authors endorse the information or services the organization, website, or product may provide or recommendations it may make. This work is sold with the understanding that the publisher is not engaged in rendering professional services. The advice and strategies contained herein may not be suitable for your situation. You should consult with a specialist where appropriate. Further, readers should be aware that websites listed in this work may have changed or disappeared between when this work was written and when it is read. Neither the publisher nor authors shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.

Library of Congress Cataloging‐in‐Publication Data

Names: Cox, Carol Lynn, editor. | Based on (work): Blackwood, Roger. Lecture notes on clinical skills. 2003.Title: Physical assessment for nurses and healthcare professionals / edited by Carol Lynn Cox.Other titles: Physical assessment for nurses.Description: Third edition. | Hoboken, NJ : Wiley‐Blackwell, 2019. | Preceded by Physical assessment for nurses / edited by Carol Lynn Cox. 2nd ed. 2010. | Based on Lecture notes on clinical skills / Roger Blackwood, Chris Hatton. 4th ed. 2003. | Includes bibliographical references and index. |Identifiers: LCCN 2018044840 (print) | LCCN 2018045696 (ebook) | ISBN 9781119108986 (Adobe PDF) | ISBN 9781119108993 (ePub) | ISBN 9781119108979 (pbk.)Subjects: | MESH: Nursing AssessmentClassification: LCC RT48 (ebook) | LCC RT48 (print) | NLM WY 100.4 | DDC 616.07/5–dc23LC record available at https://lccn.loc.gov/2018044840

Cover Design: WileyCover Images: © Martin Barraud/Getty Images, © Hero Images/Getty Images, © XiXinXing/Getty Images, © Blend Images ‐ Jose Luis Pelaez Inc/Getty Images

List of Contributors

Daniel Apau, MSc (Advanced Practice), PG Dip, BSc (Hons), RN, FHEARegistered Nurse, Medical Intensive Care, Houston Northwest Medical Center, Houston, TX, USA

Michael Babcock, MDCollege of Medicine, Florida State University, Pensacola, FL, USA

Graham M. Boswell, D Ed, MA Ed, BA (Hons), BSc (Hons) RGN, FHEASenior Lecturer, Department of Adult Nursing and Paramedic Science, Faculty of Education and Health, University of Greenwich, London, UK

Carrie E. Boyd, MSN, BSN, RNStaff Nurse, Health and Hope Clinics, Pensacola, FL, USA

Patrick Callaghan, PhD, MSc, BSc (Hons), RN, FHEAProfessor of Mental Health Nursing and Chartered Health Psychologist

University of Nottingham and Nottinghamshire Health Care NHS Trust, Nottingham, UK

Carol Lynn Cox, PhD, MSc (Nursing), MA (Theology) MA Ed, PG Dip Ed, BSc (Hons), FD, RN, FHEAProfessor Emeritus, School of Health Sciences, City, University of London, London, UK

Clinic Manager, Health and Hope Clinics, Pensacola, FL, USA

Jennifer Edie, M Ed, MBA, TDCR, DMUSenior Lecturer, Department of Allied Health Professions and Midwifery, School of Health and Social Work, University of Hertfordshire, Hatfield, Hertfordshire, UK

Helen Gibbons, MSc, PG Cert (Medical Education), ENB (Ophthalmic Practice), BA (Hons), RNClinical Nursing Lead (Education and Research), Moorfields Eye Hospital NHS Foundation Trust, London, UK

Course Director, PG Cert Ophthalmic Practice, University College London, London, UK

Jessica Ham, MSN, BSN, ASN, FNP, RNClinical Preceptor, College of Medicine, Faculty of Florida State University, Tallahassee, FL, USA

Clinical Director, Elevate Personalized Medicine, Pensacola, FL, USA

Siobhan Hicks, MSc (Advanced Practice), PG Cert (Academic Practice), PG Cert (Leadership), BSc (Hons), RNAdvanced Nurse Practitioner, Andrews Health Centre, London, UK

Lecturer in Advanced Practice, School of Health Sciences, City, University of London, London, UK

Victoria Lack, MSN, PG Dip (Academic Practice), BN (Hons), FNP, Non‐Medical Prescriber, DN(Cert), RNLecturer in Primary Care, Department of Health Sciences, University of York, York, UK

Advanced Nurse Practitioner, Beech House Surgery, Knaresborough, North Yorkshire, UK

Brandy Lunsford, MSN, BSN, APRNClinical Director, Health and Hope Clinics, Pensacola, FL, USA

Anthony McGrath, MSc, PGCE, BA (Hons) RMN, RGN, FHEAPrincipal Lecturer, Head of Adult Nursing and Midwifery

London South Bank University, London, UK

Nicola L. Whiteing, MSc, PG Dip HE, BSc (Hons), RN, RNT, ANPLecturer in Nursing, Southern Cross University, Lismore, New South Wales, Australia

Foreword

Underpinning the appropriate delivery of healthcare is the Physical Assessment. This structured physical examination allows the healthcare professional to obtain a comprehensive assessment of the patient and is critically important in that it leads to clinical decisions which are crucial for the patients' care.

This volume, Physical Assessment for Nurses and Healthcare Professionals, provides a clear and easy‐to‐use guide to achieving an excellent physical assessment. It is specifically intended for those embarking on a career in healthcare and contains the techniques used by specialist/advanced practitioners.

In this book the need for a comprehensive and holistic approach to the Physical Assessment is excellently presented by Professor Cox. Professor Cox shows how important it is to develop a rapport with the patient in order to carefully assess their perceptions and how this relationship must be established from the very first meeting when information is exchanged between the healthcare professional and the patient. Fundamental to gaining this perspective is to listen. The importance of guiding the healthcare practitioner to engage in active listening cannot be underestimated and this is reflected in the fact that not being heard is an issue which is often raised as a point of criticism of healthcare professionals by patients and their families.

Careful observation and reports of subjective symptoms are the window through which healthcare professionals gain knowledge of their patients. Following on from the opening chapters this volume is structured to enable the healthcare professional to learn how to systematically gather information before moving on to an initial diagnosis and further investigations. The tools of inspection, palpation, percussion, and auscultation are key to this assessment and excellently laid out in the chapters covering the examination of the different organs of the body, different age groups, and some specialist topics. Professor Cox has also helpfully included in the appendix a number of the widely used standardised instruments to assess such areas as disability, activities of daily living, reading, and mental state.

It is key for healthcare professionals to be able to communicate the outcomes of their Physical Assessment to their professional colleagues. In the final chapter Professor Cox demonstrates her experience and understanding of the world of healthcare when she talks about the importance of this communication between professionals and how the Physical Assessment can bring together disparate professional views which will underpin the diagnostic process.

Professor Cox is a consummate professional who has been an educator for most of her career with a focus on clinical practice and the patient experience. She couples her educational activity with an extensive research record on nursing practice. In Physical Assessment for Nurses and Healthcare Professionals, Professor Cox has created an invaluable guide that will not only support practitioners as they enter into a clinical career in healthcare but which can be used as an ongoing reference book to support their careers as they move into advanced practice.

Professor Stanton Newman

Preface

Over the past two to three decades, many changes have been seen in the roles of healthcare professionals. Significant changes have been seen in the allied health professions, nursing, and midwifery. It is common practice now to see the healthcare professional functioning as an independent practitioner with specialist/advanced practice qualifications. For example, to list but a few, it is not uncommon to find audiologists, nurses, midwives occupational therapists, opticians, physiotherapists, and radiotherapists with master's and doctoral degrees diagnosing and treating patients. These practitioners are expected to know how to provide expert holistic health‐oriented care for culturally diverse populations. Specialist/advanced practice health professionals view the patient as an individual with physical as well as emotional, psychological, intellectual, social, cultural, and spiritual needs. A comprehensive assessment of the patient is the foundation upon which healthcare decisions are made. The best way to develop assessment skills is to learn them systematically. The systematic approach involves taking a full health history, conducting a physical examination, and reviewing diagnostic tests/laboratory data. Use of advanced assessment skills are essential in clinical decision making that leads to the formulation of a differential diagnosis and final diagnosis.

This text for healthcare professionals is based on Turner and Blackwood's Lecture Notes on Clinical Skills that was written for medical students. It is intended to be used as a reference book that can be reviewed near the patient in the clinical setting. In general, the pages are arranged with simple instructions on the left, with important aspects requiring action marked with a bullet (•). Subsidiary lists are marked with a dash (–). On the right are brief details of clinical situations and diseases that are relevant to abnormal findings. In this edition, colour photographs of assessment techniques have been added as well as case studies to assist healthcare practitioners in their assessment of the patient.

Turner and Blackwood's Lecture Notes on Clinical Skills has been used in the Oxford Clinical Medical School for over 40 years and is viewed as an essential guide for medical students globally. It should be noted that although some doctors may use slightly different techniques in taking a history and physical examination, it is recommended that healthcare practitioners embarking on a career as specialist/advanced practitioners use the techniques recommended in this text because they provide a sound approach for developing and employing clinical decision making.

Carol Lynn Cox, PhD, RN

Acknowledgements

Special thanks are extended to Robert Turner and Roger Blackwood for granting permission for their text, Lecture Notes on Clinical Skills, to be revised as a text originally for nurses. I am grateful to my students for encouraging me to revise the original text so that they could have an accessible resource for reference purposes in the clinical setting. The Turner and Blackwood text still serves as a reference for the third edition which has been expanded for all healthcare practitioners. Sincere gratitude is expressed to Sandra Kerka for thoroughly reviewing this book and correcting a multitude of errors therein and to Vincent Rajan, Production Editor, for efficiently bringing the book to completion. Finally, I am grateful to the Health and Hope Clinics of Pensacola Florida; City University, London, England; and the University of Latvia, Department of Optometry and Vision Science, Latvia, for supporting this project through their generous provision of physical assessment technique photographs. Any faults or omissions in this book are entirely my own.

Figures appearing on pp. 36, 37, 41, 49 (Figure 3.1), 52 (Figure 3.2), 53 (Figure 3.3), 54, 55 (Figure 3.4), 56 (Figure 3.5), 69 (Figure 3.11), 75 (Figures 4.1 and 4.2), 76 (Figure 4.3), 77 (Figures 4.4 and 4.5), 78 (Figure 4.6), 81 (Figure 4.7), 82 (Figure 4.9) and 83 (Figure 4.10) are reproduced with permission of City University from Advanced Practice: Physical Assessment (1997), Carol Lynn Cox, Professor, City University London, St Bartholomew School of Nursing and Midwifery, ISBN 1900804255, Reprinted 2002.

The visual acuity reading charts (Appendices A and B) are reproduced courtesy of Keeler Ltd.

Introduction: The First Approach

Carol Lynn Cox

General Principles

It is important to understand that for the purposes of examination, assessment, and diagnosis, doctors are framing their approach to the patient from the perspective of the medical model. However, you must recognise that as an allied healthcare practitioner, you are employing the medical model within your frame of practice. Therefore, to be wholistic, the approach incorporates all aspects of your particular discipline (e.g. audiology, nursing, midwifery, physiotherapy, occupational therapy, radiography, respiratory therapy, speech therapy).

General Objectives

When you approach a patient there are four initial objectives you should consider:

Obtain a professional rapport with the patient and gain their confidence.

Obtain all relevant information that allows assessment of the illness and provisional diagnoses.

Obtain general information regarding the patient and their background, social situation, and problems. In particular, it is necessary to find out how the illness has affected the patient, their family, friends, colleagues, and life.

A wholistic assessment of the patient is of utmost importance.

Understand the patient's own ideas about their problems, major concerns, and expectations of the hospital admission, outpatient, or general practice consultation.

Remember medicine is just as much about worry as disease. Whatever the illness, whether chest infection or cancer, anxiety about what may happen is often uppermost in the patient's mind (Clark 1999; Japp and Robertson 2013; NHS Wales 2010).

Listen Attentively (Engage in Active Listening.)

Engage in active listening

The following notes provide a guide as to how the healthcare practitioner obtains the necessary information.

Specific Objectives

In taking a history or conducting a physical examination there are several complementary aims:

Obtain all possible information about a patient and the illness (a database) from both a subjective and objective perspective.

Consider all possible differential diagnoses related to the patient and the illness.

Formulate the diagnoses from the patient's subjective, objective physical examination and investigative tests (e.g. laboratory, radiologic, and other).

Solve the problem as to the diagnoses (Bickley and Szilagyi

2013

; Japp and Robertson

2013

; Jarvis

2015

).

Analytical Approach

For each symptom or sign you need to think of a differential diagnosis and of other relevant information (from the history, physical examination, and/or investigative tests) that will be needed to support or refute possible diagnoses. A good history, physical examination, and investigation include these two facets and can be viewed as either positive (support) or negative (refute) findings. To achieve a formal diagnosis, following differential diagnosis, critical thinking/clinical decision making is used to examine positive and negative findings. Healthcare practitioners frequently find that using the first two components of the Subjective, Objective, Assessment, and Plan (SOAP) (Clark 1999) format can help them formulate their diagnosis. You should never approach the patient with just a set series of rote questions. Frequently in preassessment clinics, ambulatory services (outpatient) clinics, or general practice settings, standard assessment forms within an electronic patient record (EPR) are used as a guide to history taking. However, there are some instances in which paper records are employed. These tools provide the necessary basis for a later, more inquisitive approach that should develop as knowledge about the patient's problem is acquired. Key to the process of achieving a diagnosis and formulating a plan of care is listening carefully to the patient, taking time, not assuming a diagnosis when the patient initially expresses their chief complaint, and understanding your own values, attitudes, and beliefs as they relate to diverse patient populations (Japp and Robertson 2013).

Focus on the patient

The ‘subjective’ and objective components of the SOAP format provide a basis for diagnosis. Within the subjective component, the patient's perspective of the problem/illness is stated in their own words. This is often listed as the patient's chief complaint. In addition, the patient's ‘subjective’ view of their health history (e.g. childhood diseases and immunisations) as well as family history, present medications, how and when the patient takes the medications, and chronological ordering of sequelae leading to the presenting problem are documented. The objective component consists of your physical examination and investigative tests. Assessment involves the formulation of a diagnosis from the history, physical examination, and investigative tests. Plan involves the development of the plan of care for the patient as well as where, when, how, and by whom the plan will be implemented (Bickley and Szilagyi 2013).

Self‐Reliance – Getting Started

You must take your own history, make your own examination, and write your own clinical records. After a month or two you should be sufficiently proficient that your notes can become part of the final medical record. You should add a summary including your assessment of the problem list, provisional diagnoses, and preliminary investigations. Initially when developing your assessment/examination skills these will be incomplete and occasionally incorrect. Nevertheless, the exercise will help to inculcate an enquiring approach and to highlight areas in which further questioning, investigation, or study/reading is needed.

What Is Important When You Start?

At the basis of all practice is clinical competence. No amount of knowledge will make up for poor technique.

Over the first few weeks it is essential to learn the basics of history taking and physical examination. This involves:

how to relate to patients

how to take a good history efficiently, knowing which question to ask next and avoiding leading questions

how to examine patients in a logical manner, in a set routine that will mean you will not miss an unexpected sign

You will be surprised how often healthcare practitioners can fail an exam, not because of lack of knowledge but because they have not mastered elementary clinical skills. These notes are written to try and help you to identify what is important and to help relate findings to common clinical situations.

There is nothing inherently difficult about history taking and physical examination. You will quickly become clinically competent if you:

apply yourself

initially learn the skills that are appropriate for each situation

Common Sense

Common sense is the cornerstone of good practice.

Always be aware of the patient's needs.

Always evaluate what important information is needed:

to obtain the diagnosis

to provide appropriate treatment

to ensure continuity of care at home.

Many mistakes are made by being sidetracked by aspects that are not important. Remain focused on the patient.

Learning

Your clinical skills and knowledge can soon develop with good organisation.

Take advantage of seeing as many patients

in acute care (hospital and ambulatory clinics) and in primary care (the community) as possible. It is particularly helpful to be present when patients are being admitted as emergencies or are being seen in an ambulatory clinic or general practice setting for the first time.

Obtain a wide experience of clinical diseases

, how they affect patients, and how they are managed.

The more patients you can clerk yourself, the sooner you will become proficient and the more you will learn about patients and their diseases.

Building Up Knowledge

At first history taking and physical assessment seem like a huge subject and each fact you learn seems to be an isolated piece of information. How will you ever be able to learn what is required? You will find after a few months that the information related to each system interrelates with other systems. The pieces of the jigsaw puzzle begin to fit together and then your confidence will increase. Although you will need to learn many facts, it is equally important to acquire the attitude of questioning, reasoning, and knowing when and where to go to seek additional information.

Choose a medium‐sized textbook in which you can read about each disease you see or each problem you encounter.

Attaching knowledge to individual patients is a great help in acquiring and remembering facts. To practice history taking and physical assessment/examination without a textbook is like a sailor without a chart, whereas to study books rather than patients is like a sailor who does not go to sea.

Understand the scientific background of disease, including the advances that are being made and how these could be applied to improve care. (The world wide web is a good resource as well as scientific journals for gaining knowledge that will assist you in building your knowledge.)

Regularly read the editorials or any articles that interest you in scientific journals.

Even if at first you are not able to put information into context, they will keep you in touch with new developments that add interest. Nevertheless, it is not sensible to delve too deeply into any one subject when you are just beginning.

Relationships

Good relationships with patients and clinical colleagues are essential. You should maintain a natural, sincere, receptive, and supportive relationship with your patients and clinical colleagues. Your ultimate goal in working with patients and clinical colleagues is to achieve good care (Department of Health, Social Services and Public Safety in Northern Ireland 2016; Jarvis 2015).

Your Role as an Advanced Healthcare Practitioner

Your role as an advanced healthcare practitioner extends the boundaries of the scope of professional practice. The skills and practices associated with advanced practice involve using advanced clinical assessment techniques, interpreting diagnostic tests including diagnostic imaging, implementing and monitoring therapeutic regimes, prescribing pharmacological interventions, initiating and receiving appropriate referrals, and discharging patients (NMC 2005; HCPC 2013a, b; HCPC 2016).

Practice associated with the advanced practice role in healthcare involves:

Assessment and management of patient illness/health status

The healthcare practitioner–patient relationship

Prescribing medicines, ordering diagnostic investigations and treatments

An education function – including undertaking continuing education

The professional role of the healthcare practitioner

Managing and negotiating healthcare delivery systems

Monitoring and ensuring quality of advanced healthcare practice

Respecting culture and diversity (HCPC

2013a

,

b

,

2016

; NHS Wales

2010

; RCN

2002

,

2008

,

2012

; RCN Scotland

2015

).

It is essential that you develop sound skills within the framework delineated here if you expect to be competent at the specialist/advanced practice level.

References

Bickley, L. and Szilagyi, P. (2013).

Bates' Guide to Physical Examination and History Taking

, 11e. New York: Wolters Kluwer/Lippincott Williams & Wilkins.

Clark, C. (1999). Taking a history. In:

Nurse Practitioners, Clinical Skills and Professional Issues

(ed. M. Walsh, A. Crumbie and S. Reveley). Oxford: Butterworth Heinemann.

Department of Health, Social Services and Public Safety in Northern Ireland (2016).

Advanced Nursing Practice Framework: Supporting Advanced Nursing Practice in Health and Social Care Trusts

. Belfast: NIPEC.

HCPC (2013a).

Standards of Proficiency

. London: Health & Care Professions Council.

HCPC (2013b).

Standards of Prescribing

. London: Health & Care Professions Council.

HCPC (2016).

Standards of Conduct, Performance and Ethics

. London: Health & Care Professions Council.

Japp, A. and Robertson, C. (2013).

Macleod's Clinical Diagnosis

. Edinburgh: Churchill Livingstone, Elsevier.

Jarvis, C. (2015).

Physical Examination and Health Assessment

, 7e. Edinburgh: Elsevier.

NHS Wales (2010).

Framework for Advanced Nursing, Midwifery and Allied Health Professional Practice in Wales

. Llanharan: National Leadership and Innovation Agency for Healthcare.

NMC (2005). Annex 1 domains of practice and competencies. In:

NMC Consultation on a Proposed Framework for Post‐Registration Nursing

. London: Nursing and Midwifery Council.

RCN (2002).

Advanced Nurse Practitioners – An RCN Guide to the Nurse Practitioner Role, Competencies and Programme Accreditation

. London: Royal College of Nursing.

RCN (2008).

Advanced Nurse Practitioners – An RCN Guide to the Advanced Nurse Practitioner Role, Competencies and Programme Accreditation

. London: Royal College of Nursing.

RCN (2012).

Advanced Nurse Practitioners – An RCN Guide to the Advanced Nurse Practitioner Role, Competencies and Programme Accreditation

. London: Royal College of Nursing.

RCN Scotland (2015).

Nurse Innovators: Clinical Decision‐Making in Action

. Edinburgh: Royal College of Nursing.

Chapter 1Interviewing and History Taking

Carol Lynn Cox

General Procedures

Introduction

The patient's history is the major subjective source of data about their health status. Physiological, psychological, and psychosocial information (including family relationships and cultural influences) can be obtained which will inform you about the patient's perception of current health status and lifestyle. It will give you insight into actual and potential problems as well as providing a guide for the physical examination. History taking involves obtaining the patient's chief complaint, a full review of systems from the patient's perspective, exploration of patient problems associated with the chief complaint, and other (frequently associated) problems that require addressing from the patient's perspective (Ball et al. 2014a, b; Barkauskas et al. 2002; Bickley and Szilagyi 2007, 2013; Cox 2010; Dains et al. 2012, 2015; Epstein et al. 2008; Japp and Robertson 2013; Jarvis 2008, 2015; Seidel et al. 2006, 2010; Swartz 2006; Talley and O'Connor 2006, 2014).

Ensure your patient is seated comfortably for the interview

Approaching the Patient

Put the patient at ease by being confident and quietly friendly (Hatton and Blackwood

2003

; Jackson and Vessey

2010

; Rudolf and Levene

2011

; Sawyer

2012

).

Greet the patient: ‘Good morning, Mr/Mrs Smith’. (Address the patient formally and use the full name until the patient has given you permission for less formal address.)

Shake the patient's hand or place your hand on theirs if the patient is ill. (This action begins your physical assessment. It will give you a baseline indication of the patient's physical condition. For example, cold, clammy, diaphoretic, or pyrexial.)

State your name and title/role.

Make sure the patient is comfortable.

Explain that you wish to ask the patient questions to find out what happened.

Start the history taking by stating something like ‘I will start the history by asking you some questions about your health’. (Always begin with general questions and then move to more specific questions (Cox

2010

) Inform the patient how long you are likely to take and what to expect. For example, after discussing what has happened to the patient, explain that you would like to examine them.

Usual Sequence of Events

Figure 1.1 depicts the sequence of events in an examination.

Figure 1.1 Usual sequence of events.

Importance of the History

It identifies:

what has happened

the personality of the patient

how the illness has affected the patient and family

any specific anxieties

the physical and social environment.

It establishes the practitioner–patient relationship.

It provides the foundation for your differential diagnoses.

It often gives the diagnosis.

Find the principal symptoms or symptom. Ask one of the following questions:

‘How may I help you?’

‘What has the problem been?’

‘Tell me why have you come to the surgery/clinic/hospital today?’ or ‘Tell me why you came to see me today?’

Effective history taking involves allowing the patient to talk in an unstructured way whilst you maintain control of the interview. Use language that the patient can understand and avoid the use of medical jargon (Collins‐Bride and Saxe

2013

; Cox

2010

; Sawyer

2012

; Tally and O'Connor

2014

). Avoid asking questions that can be answered by a simple ‘yes’ or ‘no’. Ask questions that require a graded response. For example, ‘Describe how your headache feels.’ Avoid using multiple‐choice questions that may confuse the patient (Cox

2010

; Jackson and Vessey

2010

). Ask one question at a time. Avoid asking questions like: ‘What's wrong?’ or ‘What brought you here?’ Use clarification to confirm your understanding of the patient's problem. Avoid forming premature conclusions about the patient's problem and above all remain nonjudgemental in your demeanour. Avoid making judgemental statements.

Let the patient tell their story in their own words as much as possible.

At first listen and then take discreet notes as the patient talks.

When learning to take a history there can be a tendency to ask too many questions in the first two minutes. After asking the first question you should normally allow the patient to talk uninterrupted for up to two minutes.

Do not worry if the story is not entirely clear or if you do not think the information being given is of diagnostic significance. If you interrupt too early, you run the risk of overlooking an important symptom or anxiety.

You will be learning about what the patient thinks is important. You have the opportunity to judge how you are going to proceed. Different patients give histories in very different ways. Some patients will need to be encouraged to enlarge on their answers to your questions; with other patients, you may need to ask specific questions and to interrupt in order to prevent too rambling a history. Think consciously about the approach you will adopt. If you need to interrupt the patient, do so clearly and decisively. Most important, do not give the impression you are in a hurry to conclude the discussion as this impression may cause the patient to withhold valuable information you need before commencing your physical examination.

Try, if feasible, to conduct a conversation rather than an interrogation, following the patient's train of thoughts.

You will usually need to ask follow‐up questions on the main symptoms to obtain a full understanding of what they were and of the chain of events.

Obtain a full description of the patient's principal complaints.

Enquire about the sequence of symptoms and events.

Beware pseudomedical terms, e.g. ‘gastric flu’ – enquire what happened. Clarify by asking what the patient means.

Do not ask leading questions.

A central aim in taking the history is to understand patients' symptoms from their own point of view. It is important not to tarnish the patient's history by your own expectations. For example, do not ask a patient whom you suspect might be thyrotoxic: ‘Do you find hot weather uncomfortable?’ This invites the answer ‘yes’ and then a positive answer becomes of little diagnostic value. Ask the open question: ‘Do you particularly dislike either hot or cold weather?’ (Ball et al.

2014a

,

b

; Bickley and Szilagyi

2013

; Coulehan

2006

).

Be sensitive to a patient's mood and nonverbal responses.

For example, hesitancy in revealing emotional content. Use reflection so that the patient will expand on their discussion.

Be understanding, receptive, and matter of fact without being sympathetic. Display and express empathy rather than sympathy.

Avoid showing surprise or reproach.

Clarify symptoms and obtain a problem list.

When the patient has finished describing the symptom or symptoms:

briefly summarise the symptoms

ask whether there are any other main problems (Coulehan

2006

)

For example, say, ‘You have mentioned two problems: pain on the left side of your tummy, and loose motions over the last six weeks. Before we talk about those in more detail, are there any other problems I should know about?’

Usual Sequence of History

nature of principal complaints, e.g. chest pain, poor home circumstances

history of present complaint

details of current illness

enquiry of other symptoms (see Functional Enquiry)

past history

family history

personal and social history

If one's initial enquiries make it apparent that one section is of more importance than usual (e.g. previous relevant illnesses or operation), then relevant enquiries can be brought forward to an earlier stage in the history (e.g. past history after finding principal complaints).

History of Present Illness

Start your written history with a single sentence summing up what your patient's complaint is. It should be like the banner headline of a newspaper. For example: c/o chest pain for six months.

(You may choose to state the patient's chief complaint in the patient's own words when documenting.)

Determine the chronology of the illness by asking:

‘How and when did your illness begin?’ or

‘When did you first notice anything wrong?’ or

‘When did you last feel completely well?’

Begin by stating when the patient was last perfectly well. Describe symptoms in chronological order of onset.

Both the date of onset and the length of time prior to being seen by you should be recorded. Symptoms should never be dated by the day of the week as this later becomes meaningless (Bickley and Szilagyi

2007

,

2013

; Cox

2010

).

Obtain a detailed description of each symptom by asking:

‘Tell me what the pain was like’, for example. Make sure you ask about all symptoms, whether they seem relevant or not.

With all symptoms obtain the following details:

duration

onset – sudden or gradual

what has happened since:

constant or periodic

frequency

getting worse or better

precipitating or relieving factors

associated symptoms.

If pain is a symptom also determine the following:

site

radiation

character, e.g. ache, pressure, shooting, stabbing, dull

severity, e.g. ‘Did it interfere with what you were doing?’ ‘Does it keep you awake?’ ‘Have you ever had this type of pain before?’ ‘Does the pain make you sweat or feel sick to your stomach?’

Avoid technical language when describing a patient's history. Do not say ‘the patient complained of melaena’, rather: ‘the patient complained of passing loose, black, tarry motions’.

Supplementary History

When patients are unable to give an adequate or reliable history, the necessary information must be obtained from friends or relations. A history from a person who has witnessed a sudden event is often helpful.

When the patient does not speak English, arrange for an interpreter to translate for the patient. Bear in mind that numerous authors (Barkauskas et al. 2002; Ball et al. 2014a; Bickley and Szilagyi 2013; Cox 2010; Jarvis 2015; Rhoads and Paterson 2013) indicate that if possible family members and patients' young children should not be used as interpreters. Family members will frequently tell you what they think the patient's problem is rather than what the patient thinks the problem is. Because some questions that you may ask the patient are sensitive in nature, children should not be asked to interpret for their parents (Cox 2010; Lack 2012).

Functional Enquiry

This is a checklist of symptoms not already discovered.

Do not ask questions already covered in establishing the principal symptoms. This list may detect other symptoms.

Modify your questioning according to the nature of the suspected disease, available time, and circumstances (Lack

2012

).

If during the functional enquiry a positive answer is obtained, full details must be elicited.

Asterisks (*) denote questions that must nearly always be asked.

General Questions (These May Be Considered as Part of Your Review of Systems.)

Ask about the following points:

*appetite: ‘What is your appetite like? Do you feel like eating?’

*weight: ‘Have you lost or gained weight recently?’

*general well‐being: ‘Do you feel well in yourself?’

*feelings of sadness or depression (to rule out feelings of suicide): ‘Do you feel sad or depressed?’

fatigue: ‘Are you more or less tired than you used to be?’

fever or chills: ‘Have you felt hot or cold? Have you shivered?’

night sweats: ‘Have you noticed any sweating at night or any other time?’

aches or pains

rash: ‘Have you had any rash recently? Does it itch?’

lumps and bumps

Cardiovascular and Respiratory System

Ask about the following points:

*chest pain: ‘Have you recently had any pain or discomfort in the chest?’

The most common causes of chest pain are:

ischaemic heart disease

: severe constricting, central chest pain radiating to the neck, jaw, and left arm;

angina

: pain frequently precipitated by exercise or emotion and relieved by rest;

myocardial infarction

; the pain may come on at rest, be more severe, and last hours

pleuritic pain

: sharp, localised pain, usually lateral; worse on inspiration or cough

anxiety or panic attacks

: a very common cause of chest pain Enquire about circumstances that bring on an attack.

*shortness of breath: ‘Are you breathless at any time?’

Breathlessness (dyspnoea) and chest pain must be accurately described. The degree of exercise that brings on the symptoms must be noted (e.g. climbing one flight of stairs, after 0.5 km [1/4 mi] walk).

shortness of breath on lying flat (

orthopnoea

): ‘Do you get breathless in bed? What do you do then? Does it get worse or better on sitting up? How many pillows do you use? Can you sleep without them?’

waking up breathless: ‘Do you wake at night with any symptoms? Do you gasp for breath? What do you do then?’

Orthopnoea (breathless when lying flat) and paroxysmal nocturnal dyspnoea (waking up breathless, relieved on sitting up) are features of left heart failure.

*

ankle swelling

Common in congestive cardiac failure (right heart failure).

palpitations: ‘Are you aware of your heart beating?’

Palpitations may be:

single thumps (

ectopics

)

slow or fast

regular or irregular

Ask the patient to tap them out.

Paroxysmal tachycardia (sudden attacks of palpitations) usually starts and finishes abruptly.

*cough: ‘Do you have a cough? Is it a dry cough or do you cough up sputum? When do you cough?’

sputum: ‘What colour is your sputum? How much do you cough up?’

Green sputum usually indicates an acute chest infection. Clear sputum daily during winter months suggests chronic bronchitis. Frothy sputum suggests left heart failure.

*blood in sputum (

haemoptysis

): ‘Have you coughed up blood?’

Haemoptysis must be taken very seriously. Causes include:

carcinoma of bronchus

pulmonary embolism

mitral stenosis

tuberculosis

bronchiectasis

blackouts (

syncope

): ‘Have you had any blackouts or faints? Did you feel light‐headed or did the room go round? Did you lose consciousness? Did you have any warning? Can you remember what happened?’

*smoking: ‘Do you smoke? How many cigarettes do you smoke each day?’

Gastrointestinal System

Ask about the following points:

nausea: ‘Are there times when you feel sick?’

vomiting: ‘Do you vomit? What is it like?’

‘Coffee grounds’ vomit suggests ‘altered’ blood such as with a bleeding ulcer.

Old food suggests pyloric stenosis.

If blood what colour is it – dark or bright red?

difficulty in swallowing (

dysphagia

): ‘Do you have difficulty swallowing? Where does it stick?’

For solids: often organic obstruction.

For fluids: often neurological or psychological.

indigestion: ‘Do you have any discomfort in your stomach after eating?’

abdominal pain: ‘Where is the pain? How is it connected to meals or opening your bowels? What relieves the pain?’

*bowel habit: ‘How often do you open your bowels?’ or ‘How many times do you open your bowels per day?’ ‘Do you have to open your bowels at night?’ (often a sign of true pathology)

If diarrhoea is suggested, the number of motions per day and their nature (blood? pus? mucus?) must be established. Frothy, frequent diarrhoea may be suggestive of coeliac disease.