BNS Section 1: Health Assessment
Systematic health assessment for BSN students — health history, general physical examination, older adult considerations, vital signs, and pain assessment — as the foundation of data-driven nursing care.
Section Overview
Health assessment is the cornerstone of nursing practice. Every clinical decision — from care planning to medication administration to patient education — depends on an accurate and thorough collection of both subjective and objective data. This section introduces the systematic processes and clinical techniques that BSN nurses use to gather, interpret, and document assessment information across the lifespan, with specific attention to the unique considerations required when caring for older adults.
Competency in health assessment directly supports the nursing process (ADPIE) and the NCSBN Clinical Judgment Measurement Model (CJMM): you cannot recognize cues, analyze cues, or prioritize hypotheses without first having gathered reliable assessment data. This section is foundational to every subsequent module in the Basic Nursing Skills course.
Learning Objectives
By the end of this section, students will be able to:
- Perform a systematic head-to-toe physical assessment using the four techniques of inspection, palpation, auscultation, and percussion. (Bloom’s: Apply)
- Collect a complete health history using open-ended and focused interview techniques to obtain accurate subjective data. (Bloom’s: Apply)
- Identify normal versus abnormal assessment findings and determine which require immediate reporting. (Bloom’s: Analyze)
- Apply age-appropriate assessment modifications when performing a physical examination of the older adult patient. (Bloom’s: Apply)
- Measure and correctly interpret the six vital signs — including pain as the fifth vital sign — using accurate technique. (Bloom’s: Apply)
- Document assessment findings accurately, objectively, and in real time in the electronic health record. (Bloom’s: Apply)
Health Assessment: Core Concepts
Types of Assessment
Nurses conduct several distinct categories of assessment based on clinical context:
- Initial/Admission Assessment — A comprehensive head-to-toe assessment completed upon patient admission to establish a baseline.
- Focused Assessment — A problem-centered evaluation of a specific body system or clinical concern (e.g., respiratory assessment for a patient reporting dyspnea).
- Ongoing/Shift Assessment — A structured re-evaluation conducted at defined intervals to monitor changes in patient status.
- Emergency Assessment — A rapid, prioritized evaluation of airway, breathing, circulation, and level of consciousness in an unstable patient.
Assessment Techniques
Four standard physical assessment techniques are applied in every system evaluation. The order of techniques changes specifically for the abdomen:
| Technique | Description | Abdominal Exception |
|---|---|---|
| Inspection | Visual examination for color, contour, symmetry, movement, and skin changes | Performed first for all systems |
| Auscultation | Listening with a stethoscope for bowel sounds, breath sounds, and heart sounds | Performed before palpation/percussion for abdomen to avoid altering bowel sounds |
| Palpation | Light and deep touch to assess texture, temperature, moisture, tenderness, organ borders | Performed third for the abdomen |
| Percussion | Tapping over body surfaces to assess underlying tissue density (tympany, dullness, resonance) | Performed after palpation for the abdomen |
Health History and General Physical Examination
Components of a Complete Health History
The health history is the primary vehicle for collecting subjective data — information the patient reports. A complete health history includes the following components:
- Biographical data: Name, age, gender, occupation, primary language
- Chief complaint (CC): The patient’s stated reason for seeking care, in their own words, with onset and duration
- History of present illness (HPI): A detailed account of the CC using the OLDCARTS or PQRSTU mnemonic
- Past medical/surgical history (PMH/PSH): Diagnoses, hospitalizations, surgeries, obstetric history
- Medications: Prescription, over-the-counter, supplements, herbal remedies, including dose and frequency
- Allergies: Medication, food, and environmental; include type of reaction
- Family history (FH): First-degree relative conditions relevant to hereditary risk (e.g., cardiovascular disease, diabetes, cancer)
- Social history (SH): Tobacco, alcohol, substance use; occupation; living situation; support systems; cultural and spiritual preferences
- Review of systems (ROS): A systematic inquiry through each body system to identify additional concerns not yet disclosed
OLDCARTS — Symptom Analysis Mnemonic
When a patient reports a symptom, use OLDCARTS to fully characterize it:
| Letter | Component | Example Question |
|---|---|---|
| O | Onset | ”When did it start?” |
| L | Location | ”Where exactly does it hurt?” |
| D | Duration | ”Is it constant or does it come and go?” |
| C | Character | ”Describe the pain — sharp, dull, burning, pressure?” |
| A | Aggravating/Alleviating factors | ”What makes it worse or better?” |
| R | Radiation | ”Does it travel anywhere?” |
| T | Timing | ”Does it happen at a specific time of day?” |
| S | Severity | ”On a scale of 0–10, how severe is it?” |
Head-to-Toe Assessment Sequence
A systematic head-to-toe assessment proceeds through the following body regions in order:
- General appearance — level of consciousness, grooming, hygiene, posture, nutritional status, apparent distress
- Neurological — orientation (person, place, time, event), Glasgow Coma Scale, cranial nerve screening, motor strength, sensory function
- Head, Eyes, Ears, Nose, Throat (HEENT) — pupils (PERRLA), sclera, mucous membranes, lymph nodes, tracheal position
- Neck — thyroid palpation, carotid pulses, jugular venous distension (JVD)
- Respiratory — respiratory rate, depth, pattern, breath sounds bilaterally (anterior and posterior), use of accessory muscles, SpO₂
- Cardiovascular — heart rate, rhythm, S1/S2, murmurs, peripheral pulses, capillary refill, edema
- Abdomen — contour, bowel sounds (all four quadrants), tenderness, organomegaly
- Genitourinary — urine color, output, continence status (as appropriate and per patient consent)
- Musculoskeletal — muscle strength (5-point scale), joint range of motion, gait, balance
- Skin and Integument — color, temperature, turgor, moisture, integrity, lesions, pressure injury risk
NCLEX-Style Practice Questions:
-
The nurse is performing an abdominal assessment on a patient who reports new-onset cramping. In which sequence should the nurse apply assessment techniques?
- A) Inspection, palpation, percussion, auscultation
- B) Inspection, auscultation, percussion, palpation ✓
- C) Auscultation, inspection, palpation, percussion
- D) Palpation, inspection, auscultation, percussion
-
A patient describes chest discomfort as “a pressure that spreads to my left arm and started 30 minutes ago.” This information is best classified as:
- A) Objective data
- B) Subjective data ✓
- C) A nursing diagnosis
- D) An inference requiring no further assessment
Older Adult Assessment: Geriatric Considerations
Older adults undergo predictable physiological changes that alter normal assessment findings and create specific vulnerabilities. BSN nurses must distinguish expected age-related changes from pathological findings to avoid both under-treating disease and over-investigating normal aging.
Key Age-Related Changes Affecting Assessment
| System | Expected Age-Related Change | Clinical Implication |
|---|---|---|
| Cardiovascular | Decreased cardiac reserve; arterial stiffening | Resting BP may be elevated; S4 gallop may be a normal variant |
| Respiratory | Decreased lung elasticity, vital capacity, and cough reflex | Atypical presentation of pneumonia (confusion, not fever) |
| Neurological | Decreased reaction time; mild short-term memory decline | Do not confuse with dementia; assess baseline from family |
| Musculoskeletal | Loss of bone density (osteoporosis); kyphosis; decreased muscle mass | Fall risk increases significantly |
| Skin | Thinning, reduced elasticity, decreased subcutaneous fat | Skin tears easily; poor turgor is not a reliable dehydration indicator |
| Renal | Decreased GFR; reduced ability to concentrate urine | Medications may accumulate; polyuria and nocturia more common |
| Sensory | Presbyopia, presbycusis | Increase font size on materials; face patient directly; reduce ambient noise |
| Thermoregulation | Decreased ability to sense and generate heat | Baseline temperature may be lower; fever threshold may be 37.2°C (99°F) |
The Atypical Presentation Principle
Older adults frequently present with atypical signs and symptoms when acutely ill. The classic triad of fever, pain, and focal signs may be absent or muted. Common atypical presentations include:
- Infection (including UTI or pneumonia): New onset confusion or delirium, functional decline, or anorexia rather than fever or localized pain
- Myocardial infarction: Shortness of breath, fatigue, or nausea rather than classic crushing chest pain
- Abdominal pathology: Mild or absent pain despite serious pathology due to reduced pain sensitivity
Geriatric Assessment Tools
Several validated tools support standardized older adult evaluation:
- Mini-Cog™ — Brief 3-item recall + clock drawing for cognitive screening
- Get Up and Go Test — Observational fall-risk screening (time to rise, walk 10 feet, return to chair)
- Braden Scale — Pressure injury risk (see Personal Hygiene & Skin Integrity module)
- SPMSQ (Short Portable Mental Status Questionnaire) — 10-item cognition screen for community-dwelling older adults
NCLEX-Style Practice Question:
A nurse is assessing an 82-year-old patient admitted from a long-term care facility. The patient’s daughter reports that her mother “just isn’t herself” and has been refusing meals for two days. The patient has no complaint of pain or fever. Vital signs: T 37.1°C, HR 96, BP 108/68, RR 18, SpO₂ 94%. Which action should the nurse take first?
- A) Reassure the family that confusion is expected in older adults
- B) Obtain a urine specimen for urinalysis and culture ✓
- C) Administer acetaminophen 650 mg per the PRN order
- D) Apply restraints to prevent falls associated with confusion
Vital Signs and Pain Assessment
The Six Vital Signs
Vital signs provide a quantifiable window into physiological stability. Any single vital sign must always be interpreted within the context of the patient’s clinical picture, baseline values, trend over time, and concurrent assessment findings.
| Vital Sign | Normal Adult Range | Critical Value (Notify Provider) |
|---|---|---|
| Temperature (oral) | 36.0–37.5°C (96.8–99.5°F) | > 40°C (104°F) or < 35°C (95°F) |
| Heart Rate (Pulse) | 60–100 bpm | < 40 or > 150 bpm |
| Blood Pressure | < 120/< 80 mmHg (normal) | SBP < 90 or > 180 mmHg; DBP > 120 mmHg |
| Respirations | 12–20 breaths/min | < 8 or > 30 breaths/min |
| SpO₂ (Oxygen Saturation) | 95–100% | < 90% (or per facility policy) |
| Pain | 0 (no pain) goal | ≥ 7/10 unmanaged; sudden change in character |
Vital Signs: Measurement Technique
Temperature:
- Document the route (oral, axillary, rectal, tympanic, temporal); normal ranges differ by route
- Oral: wait 15–30 minutes after hot or cold intake; do not use in patients with oral surgery or altered consciousness
- Rectal: most accurate core temperature; contraindicated after rectal surgery or in immunocompromised patients
- Tympanic: rapid; may be inaccurate with cerumen impaction or improper probe positioning
Pulse:
- Palpate the radial artery using 2–3 fingertips (not the thumb); count for a full 60 seconds if irregular
- Assess rate, rhythm (regular vs. irregular), and volume (bounding, weak, thready)
- Apical pulse preferred for patients receiving cardiac medications; auscultate at the 5th intercostal space, midclavicular line
Blood Pressure:
- Select correct cuff size (bladder length = 80% of upper arm circumference; width = 40%)
- Position arm at heart level; patient seated or supine, feet flat, not talking
- Inflate 30 mmHg above estimated systolic; deflate at 2 mmHg/second
- Orthostatic BP: measure supine then standing; a drop of ≥ 20 mmHg systolic or ≥ 10 mmHg diastolic indicates orthostatic hypotension
Respirations:
- Count without patient awareness (patient may consciously alter rate if aware)
- Observe for rate, depth (shallow vs. deep), symmetry, and pattern (Cheyne-Stokes, Kussmaul, Biot’s)
SpO₂:
- Place probe on a well-perfused finger (or earlobe/forehead as alternate sites)
- Remove nail polish or acrylic nails; assess for peripheral vasoconstriction or hypothermia affecting accuracy
- Always correlate with clinical assessment — SpO₂ may appear normal in carbon monoxide poisoning
Pain Assessment — The Fifth Vital Sign
Pain is a subjective experience and must be assessed, documented, and managed as a vital sign at every patient encounter. The nurse’s role is to assess pain comprehensively, intervene appropriately, and evaluate the effectiveness of interventions.
Pain Assessment Mnemonics:
PQRSTU:
- P — Provokes/Palliates: What makes it worse or better?
- Q — Quality: Sharp, dull, burning, aching, stabbing?
- R — Region/Radiation: Location and whether it spreads?
- S — Severity: 0–10 numeric rating scale
- T — Timing: Constant or intermittent? When does it occur?
- U — Understanding: What does the patient think is causing it?
Age-Appropriate Pain Scales:
- Numeric Rating Scale (NRS) 0–10: Adults who can self-report
- FACES Pain Scale (Wong-Baker): Children ≥ 3 years; cognitively impaired adults
- FLACC Scale (Face, Legs, Activity, Cry, Consolability): Nonverbal patients, infants, patients under anesthesia
- CPOT (Critical-Care Pain Observation Tool): Mechanically ventilated patients
NCLEX-Style Practice Questions:
-
The nurse obtains a blood pressure of 188/116 mmHg on a patient who had a normal BP two hours prior. What is the nurse’s priority action?
- A) Document the reading and continue routine monitoring
- B) Administer scheduled antihypertensive medication
- C) Repeat the measurement, then notify the provider ✓
- D) Ask the patient to rest for 30 minutes before reassessing
-
A nurse is assessing pain in an 80-year-old patient with moderate dementia who cannot verbally rate pain. Which tool is most appropriate?
- A) Numeric Rating Scale (0–10)
- B) FACES Pain Scale
- C) FLACC Scale ✓
- D) PQRSTU verbal interview
Documentation Standards
Nursing documentation must be accurate, objective, timely, and legally defensible. Findings should reflect what is observed, heard, or measured — not interpretations or assumptions.
Principles of Accurate Documentation
- Record facts, not judgments: write “patient rates pain 7/10 and is grimacing” rather than “patient is in a lot of pain”
- Document in real time or as soon as possible after an event; never pre-chart
- Use only approved abbreviations per facility policy
- Late entries must be clearly labeled with the original time of occurrence, entry timestamp, and the reason for the delay
- Never alter or delete documentation; errors are corrected by drawing a single line through the entry, initialing, and adding the correct information
- Use the SBAR format for provider communication: Situation, Background, Assessment, Recommendation
Standards Alignment
This section supports the following professional and regulatory frameworks:
- AACN Essentials D1, D2, D3: Knowledge for nursing practice; person-centered care; population health
- NCLEX-NG CJMM: Recognize Cues (RC), Analyze Cues (AC)
- QSEN: Patient-Centered Care (PCC), Evidence-Based Practice (EBP), Safety (S)
- CCNE Standard II: Program outcomes include health assessment competency
- ACEN Standard 4: Curriculum includes comprehensive assessment skills
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