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

FieldData
NameBernadette Jackson (BJ)
DOB05-11-1939 · Age: 86 years
SexFemale
MRN7753214
Room211
Code StatusFull code (03 ✓) — ⚠ see discrepancy note below
AlertsNone
IsolationNone
AllergiesOn file (03 ✓) — detail pending
DietPending from H&P/Orders
Height5’3”
Weight121 lb / 54 kg (recorded 09-05-2023)
Health Care ProviderJK

Provider Orders (General — dated 09-05-2023 14:00)

Order TimeDescriptionCategory
09-05-2023 14:00Diet order (type not specified in extract)Diet
09-05-2023 14:00Do not resuscitateCode 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)

OrderCategory
Urology consultConsultations
Strict intake and outputIntake and Output
Vital signs every 4 hours and as neededVital Signs
Catheter careElimination
Bathroom privileges; assist patient as neededActivity/Mobility
Push oral fluidsHydration

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/TimeEntered ByNote
09-05-2023 13:30S. WalkerReceived 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 14:30S. WalkerNursing 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 14:45S. WalkerMrs. Jackson is resting; no apparent distress noted. Call light within reach.

Braden Scale (09-05-2023 14:30 — S. Walker)

SubscaleScore (max)Descriptor
Sensory Perception3 / 4Slightly limited
Moisture4 / 4Rarely moist
Activity3 / 4Walks occasionally
Mobility3 / 4Slightly limited
Nutrition3 / 4Adequate
Friction & Shear3 / 3No apparent problem
Total19 / 23No 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)

FindingResult
Respiratory PatternEven
Upper Right AnteriorClear
Upper Left AnteriorClear
Left LateralClear
Right LateralClear
Upper Left PosteriorClear
Upper Right PosteriorClear
Lower Left PosteriorClear
Lower Right PosteriorClear

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)

FindingResult
Level of ConsciousnessAlert
OrientationPerson ✓ · Place (with prompting only) · Time (year only)
Effective orientation levelA&Ox2 (person + place with prompting; disoriented to time)
Emotional StateCooperative; Anxious
CNS AssessmentNo 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)

SubscaleScoreRationale
History of falling0No falls this admission or immediate past
Secondary diagnosis15Multiple medical diagnoses on chart
Ambulatory aid30Clutches furniture for support
IV apparatus / saline lock20IV access in place
Gait10Weak gait — stooped, lifts head, featherweight furniture touch
Mental status15Overestimates own abilities; inconsistent with ambulatory orders
Total90HIGH 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)

FindingResult
OrientationLimited — person ✓, place (with prompting), time (year only)
Fall Risk Score90 — High
Hospital ID braceletApplied ✓
Fall risk braceletApplied ✓

Pain Assessment (09-05-2023 14:00 — S. Walker)

FindingResult
Pain presentYes
LocationUrethral area
Intensity3 / 10
QualityBurning
Relieving factorsNon-narcotic medication

Gastrointestinal Assessment (09-05-2023 14:00 — S. Walker)

FindingResult
AbdomenSoft to palpation
Bowel soundsActive × 4 quadrants
Bowel continenceToilet training in progress
Stool characteristicsFirm, brown

Musculoskeletal Assessment (09-05-2023 14:00 — S. Walker)

FindingResult
Range of MotionMoves all extremities with full ROM

Integumentary Assessment (09-05-2023 14:00 — S. Walker)

FindingResult
ColorPale
Skin turgorTenting
TemperatureWarm
IntegrityIntact; no lesions
MoistureDry

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)

FindingResult
Left pupil size3 mm
Right pupil size3 mm
Left pupil reactionBrisk, constricted
Right pupil reactionBrisk, constricted
PupilsEqual, Round, Reactive to Light (PERRL)

Genitourinary Assessment (09-05-2023 14:00 — S. Walker)

FindingResult
Urination modeFoley catheter to gravity drain
Urine colorAmber
Urine characteristicsPrecipitates; visible sediment
Baseline continenceOccasional 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)

FindingResult
Apical pulseRegular
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 pulse1+ thready/weak
Left radial pulse1+ thready/weak
EdemaNone 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

StepStudent ResponseInstructor Coaching
Recognize CuesIdentified urinary, cognitive, dehydration, and perfusion findings across all flowsheetsKey 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 CuesConnected polypharmacy (oxybutynin) → retention → UTI → dehydration → delirium cascadeWarm skin + thready pulses + CRT >3s = compensatory peripheral vasoconstriction; concern for early urosepsis, not just UTI
Prioritize HypothesesUTI with urinary retention; dehydration; acute deliriumLeading hypothesis: UTI/urosepsis complicated by oxybutynin-induced retention and dehydration; delirium is a systemic symptom, not an isolated finding
Generate SolutionsHydration (oral + IV), catheter management, monitoring, fall precautionsAlso: medication reconciliation review (stop oxybutynin?), urology consult follow-up, reassess code status, frequent neuro checks
Take ActionEHR review completed; chart data gatheredPhase 1 student action: orientation only — no clinical interventions yet
Evaluate OutcomesPending — Phase 2 will assess response to interventionsExpected: improved urine output/color, improved mentation, stable vitals, no falls

Assessment Questions (Stage 1)

#QuestionStudent AnswerCorrect?Instructor Feedback
1Which home medication was being used to treat incontinence?Oxybutynin✅ YesOxybutynin (anticholinergic) prescribed for overactive bladder/incontinence — paradoxically caused urinary retention by over-suppressing detrusor contractility. Classic polypharmacy risk in elderly.
2How much urine was drained when catheterized in the ED?620 mL✅ Yes620 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.
3Which laboratory tests were ordered? (Select all that apply)Chemistry panel (BMP), CBC, Urinalysis✅ YesCorrect: 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.
4Which procedure is documented in Bernadette’s surgical history?Appendectomy✅ YesAppendectomy 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.
5Which has the provider ordered to treat Bernadette’s dehydration?IV fluids only✅ YesCorrect: 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

StepStudent ResponseInstructor Coaching
Recognize Cues
Analyze Cues
Prioritize Hypotheses
Generate Solutions
Take Action
Evaluate Outcomes

Assessment Questions (Phase 2)

#QuestionStudent AnswerCorrect?Instructor Feedback
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