Case Study Notes: Unfolding Case — Mrs. Bernadette Jackson, 85, Admitted from ED with Weakness, Lethargy, and Abdominal Discomfort
Date Started: April 19, 2026
Student: —
Course/Source: Instructor-guided unfolding case
Patient Overview
Bernadette Jackson is an 85-year-old female who presented to the emergency department at 1130 with weakness, lethargy, and abdominal discomfort. Following initial treatment and catheterization in the ED, she was transferred to the medical-surgical unit for further evaluation and care.
Stage 1 — Phase 1, Day 1 (15:00) — EHR Orientation on Assumption of Care
Patient Presentation
- Time: Day 1, 15:00 — nurse assuming care, transferred from ED
- Presenting complaints: Weakness, lethargy, abdominal discomfort
- ED intervention: Initial treatment and urinary catheterization performed prior to transfer
- Student task: Orient to patient via EHR review (H&P, Progress Notes, Provider Orders, Admission History, Patient Card)
- Chart sections: History and Physical · Progress Notes · Provider Orders · Admission History · Patient Card
Patient Card
| Field | Data |
|---|
| Name | Bernadette Jackson (BJ) |
| DOB | 05-11-1939 · Age: 86 years |
| Sex | Female |
| MRN | 7753214 |
| Room | 211 |
| Code Status | Full code (03 ✓) — ⚠ see discrepancy note below |
| Alerts | None |
| Isolation | None |
| Allergies | On file (03 ✓) — detail pending |
| Diet | Pending from H&P/Orders |
| Height | 5’3” |
| Weight | 121 lb / 54 kg (recorded 09-05-2023) |
| Health Care Provider | JK |
Provider Orders (General — dated 09-05-2023 14:00)
| Order Time | Description | Category |
|---|
| 09-05-2023 14:00 | Diet order (type not specified in extract) | Diet |
| 09-05-2023 14:00 | Do not resuscitate | Code Status |
⚠ Code Status Discrepancy: Patient Card displays Full Code, but Provider Orders dated 09-05-2023 list Do Not Resuscitate (DNR). These orders are from a prior encounter (nearly 2.5 years ago). Current code status must be clarified with the provider and confirmed with the patient/family before any intervention. This is a patient safety issue.
Provider Orders — Action List (18 entries, dated 09-05-2023 14:00)
| Order | Category |
|---|
| Urology consult | Consultations |
| Strict intake and output | Intake and Output |
| Vital signs every 4 hours and as needed | Vital Signs |
| Catheter care | Elimination |
| Bathroom privileges; assist patient as needed | Activity/Mobility |
| Push oral fluids | Hydration |
Note: All orders carry the 09-05-2023 date (simulation artifact). Clinically, these orders align with Mrs. Jackson’s current presentation — urinary catheter placed in ED, I&O monitoring, hydration push, and urology consult are all appropriate for a patient admitted with urinary complaints, weakness, and lethargy.
Miscellaneous Nursing Notes
| Date/Time | Entered By | Note |
|---|
| 09-05-2023 13:30 | S. Walker | Received report from Katie Binger, RN in preparation for admission from ED. Admitting diagnosis: dehydration and urine retention related to polypharmacy. Awaiting patient arrival to floor via transport team. |
| 09-05-2023 14:30 | S. Walker | Nursing history and medication reconciliation form completed. Patient forgetful of new location but is easily reoriented. Friend reports that this is new for Mrs. Jackson. Alert and oriented x2; calm and cooperative. No complaints or needs voiced at this time. |
| 09-05-2023 14:45 | S. Walker | Mrs. Jackson is resting; no apparent distress noted. Call light within reach. |
Braden Scale (09-05-2023 14:30 — S. Walker)
| Subscale | Score (max) | Descriptor |
|---|
| Sensory Perception | 3 / 4 | Slightly limited |
| Moisture | 4 / 4 | Rarely moist |
| Activity | 3 / 4 | Walks occasionally |
| Mobility | 3 / 4 | Slightly limited |
| Nutrition | 3 / 4 | Adequate |
| Friction & Shear | 3 / 3 | No apparent problem |
| Total | 19 / 23 | No significant risk |
Score of 19 = No risk category (≥19). However, given her age (86), acute illness, weakness, and catheter in place, ongoing skin monitoring remains warranted — risk can shift rapidly with deterioration.
Respiratory Assessment (09-05-2023 14:00 — S. Walker)
| Finding | Result |
|---|
| Respiratory Pattern | Even |
| Upper Right Anterior | Clear |
| Upper Left Anterior | Clear |
| Left Lateral | Clear |
| Right Lateral | Clear |
| Upper Left Posterior | Clear |
| Upper Right Posterior | Clear |
| Lower Left Posterior | Clear |
| Lower Right Posterior | Clear |
Lung fields clear in all auscultated fields bilaterally. Respiratory pattern even. No adventitious sounds (no crackles, wheezes, or rhonchi). Pulmonary involvement not a current concern.
Neurological Assessment (09-05-2023 14:00 — S. Walker)
| Finding | Result |
|---|
| Level of Consciousness | Alert |
| Orientation | Person ✓ · Place (with prompting only) · Time (year only) |
| Effective orientation level | A&Ox2 (person + place with prompting; disoriented to time) |
| Emotional State | Cooperative; Anxious |
| CNS Assessment | No CNS problems evident |
⚠ Key Clinical Cue: A&Ox2 with disorientation to time — confirmed by both the nursing note (14:30) and this assessment (14:00). Friend corroborates this is new. Combined with anxiety, acute illness, urinary pathology, and advanced age, this pattern is consistent with acute delirium until proven otherwise. Anxiety in an elderly delirious patient is a classic apresentation — do not reassure and move on.
Morse Fall Scale (09-05-2023 14:00 — S. Walker)
| Subscale | Score | Rationale |
|---|
| History of falling | 0 | No falls this admission or immediate past |
| Secondary diagnosis | 15 | Multiple medical diagnoses on chart |
| Ambulatory aid | 30 | Clutches furniture for support |
| IV apparatus / saline lock | 20 | IV access in place |
| Gait | 10 | Weak gait — stooped, lifts head, featherweight furniture touch |
| Mental status | 15 | Overestimates own abilities; inconsistent with ambulatory orders |
| Total | 90 | HIGH FALL RISK (≥45) |
⚠ High Fall Risk — Score 90. Interventions required: bed in lowest position, brakes locked, call light within reach (already done), non-slip footwear, fall risk communication to patient/family, hourly rounding, and re-evaluation with any change in condition. The combination of weak/furniture-clutching gait + cognitive impairment (overestimates abilities) + IV tether + catheter tubing creates a compounded mechanical fall risk.
Safety Assessment (09-05-2023 14:00 — S. Walker)
| Finding | Result |
|---|
| Orientation | Limited — person ✓, place (with prompting), time (year only) |
| Fall Risk Score | 90 — High |
| Hospital ID bracelet | Applied ✓ |
| Fall risk bracelet | Applied ✓ |
Pain Assessment (09-05-2023 14:00 — S. Walker)
| Finding | Result |
|---|
| Pain present | Yes |
| Location | Urethral area |
| Intensity | 3 / 10 |
| Quality | Burning |
| Relieving factors | Non-narcotic medication |
Gastrointestinal Assessment (09-05-2023 14:00 — S. Walker)
| Finding | Result |
|---|
| Abdomen | Soft to palpation |
| Bowel sounds | Active × 4 quadrants |
| Bowel continence | Toilet training in progress |
| Stool characteristics | Firm, brown |
Musculoskeletal Assessment (09-05-2023 14:00 — S. Walker)
| Finding | Result |
|---|
| Range of Motion | Moves all extremities with full ROM |
Integumentary Assessment (09-05-2023 14:00 — S. Walker)
| Finding | Result |
|---|
| Color | Pale |
| Skin turgor | Tenting |
| Temperature | Warm |
| Integrity | Intact; no lesions |
| Moisture | Dry |
⚠ Dehydration Signs: Skin tenting + pallor + dryness together form a classic triad of significant dehydration in an elderly patient. Note: skin turgor is a less reliable indicator in the elderly due to normal loss of skin elasticity with aging — but tenting (the most severe turgor finding) is still clinically meaningful. Combined with weakness, lethargy, and urinary pathology, dehydration is a confirmed contributing diagnosis. “Push oral fluids” order is appropriate but may be insufficient alone if she is significantly volume-depleted — IV fluid status must be confirmed.
Sensory/Pupillary Assessment (09-05-2023 14:00 — S. Walker)
| Finding | Result |
|---|
| Left pupil size | 3 mm |
| Right pupil size | 3 mm |
| Left pupil reaction | Brisk, constricted |
| Right pupil reaction | Brisk, constricted |
| Pupils | Equal, Round, Reactive to Light (PERRL) |
Genitourinary Assessment (09-05-2023 14:00 — S. Walker)
| Finding | Result |
|---|
| Urination mode | Foley catheter to gravity drain |
| Urine color | Amber |
| Urine characteristics | Precipitates; visible sediment |
| Baseline continence | Occasional incontinence |
⚠ Significant Urinary Findings: Amber urine with visible precipitates and sediment is consistent with concentrated, infected urine — a hallmark of UTI, dehydration, or both. In a well-hydrated patient, urine should be pale yellow and clear. Amber + sediment + precipitates in an 86-year-old with urethral burning, weakness, and new cognitive changes = UTI with systemic involvement (probable urosepsis) until proven otherwise. Foley to gravity drain confirms catheter placed in ED remains in situ. Baseline occasional incontinence is important context — this was not a new problem, but the acute infection has likely worsened her urinary symptoms significantly.
Cardiovascular Assessment (09-05-2023 14:00 — S. Walker)
| Finding | Result |
|---|
| Apical pulse | Regular |
| Capillary refill — left hand | >3 seconds |
| Capillary refill — right hand | >3 seconds |
| Capillary refill — left foot | >3 seconds |
| Capillary refill — right foot | >3 seconds |
| Right radial pulse | 1+ thready/weak |
| Left radial pulse | 1+ thready/weak |
| Edema | None noted |
🚨 Critical Finding — Poor Peripheral Perfusion: Capillary refill >3 seconds in ALL four extremities + bilateral 1+ thready/weak radial pulses = significant circulatory compromise. Normal capillary refill is ≤2 seconds. This finding, combined with dehydration (skin tenting), amber sediment-laden urine, new-onset delirium, weakness, and suspected UTI, elevates the concern from “complicated UTI” to possible early urosepsis / septic shock. The body is shunting blood centrally — peripheral perfusion is failing. Vital signs (especially BP, MAP, and temperature trend) are now critical data we still need.
Student Thinking (Recorded)
(To be populated after student responds)
Instructor Insights
(To be populated after stage debrief)
CJMM Checkpoint
| Step | Student Response | Instructor Coaching |
|---|
| Recognize Cues | Identified urinary, cognitive, dehydration, and perfusion findings across all flowsheets | Key cues: A&Ox2 (new), Morse 90, CRT >3s all extremities, amber urine with sediment, skin tenting, urethral burning pain, 620 mL retained urine in ED |
| Analyze Cues | Connected polypharmacy (oxybutynin) → retention → UTI → dehydration → delirium cascade | Warm skin + thready pulses + CRT >3s = compensatory peripheral vasoconstriction; concern for early urosepsis, not just UTI |
| Prioritize Hypotheses | UTI with urinary retention; dehydration; acute delirium | Leading hypothesis: UTI/urosepsis complicated by oxybutynin-induced retention and dehydration; delirium is a systemic symptom, not an isolated finding |
| Generate Solutions | Hydration (oral + IV), catheter management, monitoring, fall precautions | Also: medication reconciliation review (stop oxybutynin?), urology consult follow-up, reassess code status, frequent neuro checks |
| Take Action | EHR review completed; chart data gathered | Phase 1 student action: orientation only — no clinical interventions yet |
| Evaluate Outcomes | Pending — Phase 2 will assess response to interventions | Expected: improved urine output/color, improved mentation, stable vitals, no falls |
Assessment Questions (Stage 1)
| # | Question | Student Answer | Correct? | Instructor Feedback |
|---|
| 1 | Which home medication was being used to treat incontinence? | Oxybutynin | ✅ Yes | Oxybutynin (anticholinergic) prescribed for overactive bladder/incontinence — paradoxically caused urinary retention by over-suppressing detrusor contractility. Classic polypharmacy risk in elderly. |
| 2 | How much urine was drained when catheterized in the ED? | 620 mL | ✅ Yes | 620 mL far exceeds the threshold for clinically significant retention (>300 mL). Normal bladder capacity is ~400–600 mL — she was retaining beyond capacity, causing bladder distension, abdominal discomfort, and systemic effects. |
| 3 | Which laboratory tests were ordered? (Select all that apply) | Chemistry panel (BMP), CBC, Urinalysis | ✅ Yes | Correct: Chemistry panel (BMP) ✓, CBC ✓, Urinalysis ✓. Not ordered: C-reactive protein. UA confirms UTI and guides treatment; BMP assesses dehydration/electrolytes/renal function; CBC detects infection (elevated WBC) and anemia. CRP not necessary when CBC and UA together provide sufficient infection data. |
| 4 | Which procedure is documented in Bernadette’s surgical history? | Appendectomy | ✅ Yes | Appendectomy is clinically benign in relation to her current presentation. Important to know surgical history to rule out relevant abdominal pathology — an appendectomy rules out appendicitis as a cause of her abdominal discomfort. |
| 5 | Which has the provider ordered to treat Bernadette’s dehydration? | IV fluids only | ✅ Yes | Correct: IV fluids AND oral hydration. Both routes ordered simultaneously — IV fluids for rapid volume restoration, oral hydration to maintain and supplement once she can tolerate PO. Also confirms a regular diet is ordered (enteral nutrition not needed). Clinically significant: we had flagged “push oral fluids” from the orders but missed that IV fluids were also present — a chart review gap to learn from. |
Key Teaching Points (Running Log)
- Polypharmacy cascade: Oxybutynin → urinary retention → UTI → dehydration → delirium. One medication caused a system-wide cascade in a frail elderly patient.
- Delirium is a systemic sign: New-onset A&Ox2 with anxiety in an 86-year-old = acute delirium until proven otherwise. Never attribute altered mentation solely to age or “new environment.”
- CRT >3s in all extremities is a red flag: Signals compensatory peripheral vasoconstriction — early sepsis or severe dehydration. Vital signs are essential to differentiate.
- 620 mL retention is severe: Exceeds normal bladder capacity; explains abdominal discomfort, infection risk, and systemic symptoms.
- Chart review must be complete: IV fluids were ordered but not visible in the partial chart extract — a reminder to verify all active orders, especially IV access and infusing fluids, at every hand-off.
- Code status must be clarified: Discrepancy between Patient Card (full code) and prior orders (DNR) is a patient safety issue requiring immediate provider and patient/family clarification.
Student Strengths Noted
- Correctly identified oxybutynin as the incontinence medication and connected it to retention (Q1)
- Correctly identified 620 mL as the catheterized volume and understood its clinical significance (Q2)
- Strong pattern recognition across multiple assessment findings pointing to dehydration and UTI
Areas to Revisit
- Chart completeness: missed that IV fluids were ordered alongside oral hydration (Q5) — practice verifying all order categories during EHR orientation
- Reinforce: always check IV fluid orders and pump settings as part of assumption-of-care
Stage 2 — Phase 2, Day 1 (15:20) — Genitourinary Assessment and Foley Catheter Assessment
Patient Presentation
- Time: Day 1, 15:20 — nurse enters room, introduces self, proceeds with genitourinary assessment
- Genitourinary findings:
- Foley catheter to gravity drain
- Urine: cloudy, dark yellow — no odor noted
- External genitalia: no problems observed
- Foley catheter assessment:
- Tube: patent, draining well
- Insertion site: no redness, no swelling
- Catheter: secured to patient’s leg
- Student task: Document genitourinary assessment in Genitourinary Assessment chart; document Foley assessment in Drains/Tube chart; mark Phase 2 as done
Student Thinking (Recorded)
(To be populated after student responds)
Instructor Insights
(To be populated after phase debrief)
CJMM Checkpoint
| Step | Student Response | Instructor Coaching |
|---|
| Recognize Cues | | |
| Analyze Cues | | |
| Prioritize Hypotheses | | |
| Generate Solutions | | |
| Take Action | | |
| Evaluate Outcomes | | |
Assessment Questions (Phase 2)
| # | Question | Student Answer | Correct? | Instructor Feedback |
|---|
| 1 | | | | |
| 2 | | | | |