Health Assessment RLE Checklist 1
Health Assessment RLE Checklist 1
NURSING DEPARTMENT
nd
2 Semester, A.Y. 2022 – 2023
REFERENCES:
▪ Quiambao-Udan, J. (2009). Health assessment and physical examination (1st ed). Malabon: Giuani Prints House
▪ Estes, M. E. (2005). Health assessment and physical examination (3rd ed). Boston: Cengage Learning
▪ Schilling, J., et al. (2008). Assessment made incredibly easy! (4th ed). Philadelphia: Lippincott Williams & Wilkins
COLLEGE OF ALLIED HEALTH SCIENCES
NURSING DEPARTMENT
nd
2 Semester, A.Y. 2022 – 2023
Able to
Able to Unable to
Skill Perform w/
Perform Perform
Assistance
3 2 1
Interview
1. Stated definition of ‘interview’
● The interview is a purposeful conversation between
the nurse and the patient.
2. Stated purpose of the interview
● Gather organized, complete, and accurate data about
the patient’s health state.
● Establish rapport and trust
● Teach the client about the health state so that he/she
can participate in identifying problems and planning
for health care
Preparatory Phase
1. Stated definition of Preparatory Phase
● The Preparatory Phase or Pre-interaction Phase
occurs before the nurse meets the client
2. Reviewed as much information as possible about the patient
● To ensure that the interview will be as productive as
possible
Introduction Phase
1. Stated the definition of Introduction Phase
● It begins when the nurse and the patient meet
2. Introduced self by name and position and explain the purpose
and content of the interview
● To establish rapport, clarifying roles, and alleviate
anxiety
3. Let the client know how long the nurse – patient relationship is
expected to last
4. Inform the patient how the information collected will be used
and that confidentiality will be maintained
Maintenance Phase
1. Stated the definition of Maintenance Phase
● The nurse and patient work toward achieving the
specific task or goal agreed on the introductory phase.
Able to
Able to Unable to
Biographic Data Perform w/
Perform Assistance Perform
3 2 1
Asked for the client’s:
1. Client’s Name
2. Address and phone Number
3. Age and Birth Date
4. Birthplace
5. Sex
6. Religion
7. Marital Status
8. Ethnicity
9. Primary and Secondary Language
10. Educational Level
11. Occupation
12. Significant Others or Support Persons
Reason for Seeking Care
1. Asked for the client’s chief complaint
2. Differentiated ‘Sign’ from ‘Symptom’
● Sign is an objective abnormality
● Symptom is a subjective sensation
Present Health or History of Present Illness
1. Asked for the client’s chronological record of the reason for
seeking care, from the time the symptom first started until now
Asked for the characteristics of the symptoms:
2. Location
● “Is the pain located at this site?”
3. Quality or Character
● Specific descriptive terms such as ‘burning, sharp,
dull, aching, gnawing throbbing, shooting’
4. Quantity or Severity
● “Profuse menstrual flow soaking five pads per hour”
5. Timing
● When did the symptoms first appear? How long did
the symptoms last?
6. Setting
● Where was the person or what was the person doing
when the symptom started?
7. Aggravating or Relieving Factors
● What makes the pain worse?
Past Health History
Asked for the client’s:
1. Childhood illness
2. Accidents or injuries
3. Serious or Chronic Illnesses
4. Hospitalization
5. Operations
6. Obstetric History
7. Immunizations
8. Last Examination Date
9. Allergies
Current Medications
1. Noted all prescription and over-the-counter medications and
herbal remedies
2. Noted name, dose and schedule and ask what the medication
is for
Family History
1. Age of Parents
2. Asked about age and cause of death of blood relatives
3. Ask Family History of:
● heart disease
● high blood pressure
● stroke
● diabetes
● blood disorders
● cancer
● anemia
● arthritis
● allergies
● obesity
● alcoholism
● mental illness
● seizure disorders
● kidney disease
● tuberculosis.
Termination
1. Stated definition of ‘Termination Phase’
● Termination phase encourages the client to identify the
progress that he/she had made and explores the
necessity of any referral that maybe beneficial to the
patient.
2. Therapeutically ended the nurse-client relationship
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Perform
Assistance
3 1
2
1. Assess body temperature for changes due to exposure to pyrogens
or to extreme hot or cold external environments.
2. Assess the client for the most appropriate site to check his
temperature.
3. Confirm that the client has not consumed hot or cold foods nor
smoked just before the measurement of an oral temperature.
4. Assess for mouth breathing and tachypnea.
5. Assess for oral herpetic lesions.
Planning/Expected Outcomes
1. An accurate temperature reading will be obtained.
2. The client will verbalize understanding of the reason for the
procedure.
Implementation
Preparation
1. Review medical record for factors that influence vital signs.
2. Explain to the client that vital signs will be assessed.
3. Assess client’s toileting needs and proceed as appropriate.
4. Gather equipment as indicated.
5. Provide for privacy.
6. Wash hands and apply gloves.
7. Position the client in a sitting or lying position with the head of the bed
elevated 45 to 60 degrees, unless taking a rectal or tympanic
temperature.
8. Wash hands when finished performing skill.
Oral Temperature: Electronic Thermometer
9. Repeat steps 1 through 8.
10. Place disposable protective sheath over probe.
11. Grasp top of the probe’s stem.
12. Place tip of thermometer under the client’s tongue and along the gum
line.
13. Instruct client to keep mouth closed around thermometer.
14. Thermometer will signal (beep) when a constant temperature
registers.
15. Read measurement on digital display. Push ejection button to discard
disposable sheath and return probe to storage well.
16. Inform client of temperature reading.
17. Remove gloves and wash hands.
18. Record reading and indicate site as oral or OT (oral temperature).
19. Return electronic thermometer unit to charging base.
20. Wash hands.
Rectal Temperature
21. Repeat steps 1 through 8.
22. Place client in the Sims’ position with upper knee flexed. Expose only
anal area.
23. Place tissues in easy reach. Apply gloves.
24. Prepare the thermometer.
25. Lubricate tip of rectal thermometer or probe with water-soluble
lubricant.
26. Grasp thermometer with one hand and spate buttocks to expose
anus with the other.
27. Instruct client to take a deep breath. Insert thermometer or probe
gently into anus.
28. Hold in place for 2 minutes.
29. Wipe secretions off glass thermometer with a tissue and dispose of tissue
in waste receptacle. Dispose of electronic thermometer cover
in waste receptacle.
30. Read measurement and inform client of temperature reading.
31. Wipe anal area with tissue to remove lubricant or feces. Cover client
32. Cleanse thermometer.
33. Remove and dispose of gloves in appropriate receptacle. Wash
hands.
34. Record reading and indicate site as “RT” (rectal temperature).
Axillary Temperature
35. Repeat steps 1 through 8.
36. Remove client’s arm and shoulder from sleeve of gown. Avoid
exposing chest.
37. Make sure axillary skin is dry; if necessary, pat dry.
38. Prepare thermometer.
39. Place thermometer or probe into center of axilla. Fold client’s arm
across chest.
40. Leave glass thermometer in place 6 to 8 minutes. Leave an electronic
thermometer in place until signal is heard
41. Remove and read thermometer.
42. Inform client of temperature reading.
43. Shake glass thermometer down, cleanse, rinse, and return to
storage. Dispose of probe cover for electronic thermometer in waste
receptacle.
44. Assist client with replacing gown.
45. Record reading and indicate site as “AT” (axillary temperature).
46. Wash hands.
Tympanic Temperature: Infrared Thermometer
47. Repeat steps 1 through 8.
48. Position client in Sims’ position or seated position.
49. Attach probe cover to tympanic thermometer unit.
50. Turn client’s head to one side. Gently insert probe with firm pressure
into ear canal.
51. Remove probe after the reading is displayed on digital unit.
52. Dispose of probe cover appropriately.
53. Return tympanic thermometer to storage unit.
54. Record reading and indicate site as “ET” (ear temperature).
55. Wash hands.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assess client for need to monitor pulse.
2. Assess for signs of cardiovascular alterations.
3. Assess for factors that may affect the character of the pulse.
4. Assess for appropriate site for obtaining pulse.
5. Assess baseline heart rate and rhythm in the client’s chart.
Planning/Expected Outcomes
1. Pulse parameters will be within normal range.
2. The client will be comfortable with the procedure.
Implementation
Taking a Radial (Wrist) Pulse
1. Wash hands.
2. Inform client of the site(s) at which you will measure pulse.
3. Flex client’s elbow and place lower part of arm across chest.
4. Support client’s wrist by grasping outer aspect with thumb.
5. Place your index and middle finger over the radial artery and palpate
pulse.
6. Identify pulse rhythm.
7. Determine pulse volume.
8. Count pulse rate by using second hand on a watch.
Taking an Apical Pulse
9. Wash hands.
10. Cleanse stethoscope with an alcohol swab.
11. Put stethoscope around your neck.
12. Raise client’s gown to expose sternum and left side of chest.
13. Locate apex of heart.
14. Instruct client to remain silent so you can listen to his heart.
15. Put earpieces in your ears and warm stethoscope diaphragm in your
hand.
16. Place diaphragm over the PMI and auscultate for sounds.
17. Note regularity of rhythm.
18. Start to count while looking at second hand of watch. Count apical
heart rate in all clients for 1 full minute.
19. Share your findings with client.
20. Record site, rate, rhythm, and number of irregular beats.
21. Wash hands.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Perform
Assistance
3 1
2
1. Assess the client’s chest wall movement.
8. Wash hands.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assess the condition of the potential blood pressure (BP) site.
3. Client will be able to explain why the BP is taken and what it means.
Implementation:
Auscultation Method Using Brachial Artery
1. Wash hands.
2. Determine which extremity is most appropriate for reading.
3. Select a cuff size that completely encircles client’s upper arm without
overlapping bladder ends.
4. Move client’s clothing away from upper aspect of arm.
5. Position client’s arm at heart level, extending elbow with palm turned
upward. Have client relax arm and not overly tighten elbow.
6. Make sure bladder cuff is fully deflated and pump valve moves freely.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Stated the definition of ‘Pain’
● A sensation of physical or mental hurt or suffering that causes
distress or agony to the one experiencing it.
● Provocative or Palliative
▪ What brings it on? What were you doing when you first
noticed it? what makes it better/worse?
● Quality or Quantity
▪ How does it feel?
● Region or Radiation
▪ Where is it?
● Severity
▪ How bad is it (on a scale of 1 to 10?), is it getting better or
worse?
● Timing
▪ Onset – exactly when did it first occur?
▪ Duration – How long did it last?
▪ Frequency – How often does it occur?
3. Performed aftercare.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Greet and identify the client. Explain the procedure
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Inquire if the client has any history of skin allergies and skin problems
6. Palpate skin temperature. Compare the two feet and the two hands
using the back of the fingers
7. Note skin turgor (fullness or elasticity) by lifting and pinching the skin on
an extremity
11. Document findings and report significant deviation from normal to the
physician
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assemble equipment:
● Clean gloves.
2. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
TOTAL
COMMENTS: GRADE:
Nursing Skill: ASSESSING THE NAILS
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
TOTAL
COMMENTS: GRADE:
Nursing Skill: ASSESSING THE HEAD, FACE, AND SKULL
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
4. Palpation:
● Skull: Inspect for size, shape and symmetry
● Scalp: inspect for dandruff, lesions, and masses
● Face: Note symmetry of facial movements. Assess function of the
facial nerve. Ask the client to smile, frown, elevate and lower
eyebrows, close eyes tightly, puff the cheeks and show the teeth
5. Palpation:
● Skull: Palpate for nodules or masses and depressions
● Face: palpate the temporomandibular joint for pain and
tenderness
8. Wash hands.
9. Document findings and report significant deviation from the normal to the
physician.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assemble equipment and supplies:
● Cotton-tipped applicator
● Examination gloves
● Gauze
● Millimeter ruler
● Penlight
Procedure
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
3. Provide for client privacy.
4. Inquire if the client has any history of the following:
● Family history of diabetes, hypertension, or blood dyscrasia
● Eye disease, injury, or surgery
● Last visit to an ophthalmologist
● Current use of eye medications
● Use of contact lenses or eyeglasses
● Hygienic practices for corrective lenses
● Current symptoms of eye problems
Assessment: External Eye Structures
5. Inspect the eyebrows for hair distribution and alignment, and for skin
quality & movement.
6. Inspect the eyelashes for evenness of distribution and direction of the
curl.
7. Inspect the eyelids for surface characteristics, position in relation to the
cornea, ability to blink, and frequency of blinking. Inspect the
lower eyelids while the client’s eyes are closed.
8. Inspect the bulbar conjunctiva for color, texture, and the presence of
lesions.
9. Inspect the palpebral conjunctiva everting the lids.
10. Evert the upper lids if a problem is suspected.
● Ask the client to look down while keeping the eyelids slightly
open.
● Gently grasp the client’s eyelashes with thumb and forefinger.
Pull lashes gently downwards.
● Place a cotton-tipped applicator stick about 1cm above the lid
margin, and push it gently downwards while holding the
eyelashes.
● Hold the margin of the everted lid or eyelashes against the ride of
the upper bony orbit with the applicator stick or your thumb.
● Inspect the conjunctiva for color, texture, lesions, and foreign
bodies.
11. Inspect and palpate the lacrimal gland.
● Using the tip of your index finger, palpate the lacrimal gland.
● Observe for edema between the lower lid and the nose.
12. Inspect and palpate the lacrimal sac and nasolacrimal duct.
● Observe for evidence of increased tearing.
● Using the tip of your index finger, palpate inside the lower orbital
rim near the inner canthus.
13. Inspect the cornea for clarity and texture. Ask the client to look straight
ahead. Hold a penlight at an oblique angle to the eye, and
move the light slowly across the corneal surface.
14. Perform the corneal sensitivity (reflex) test to determine the function
th
of the 5 cranial nerve. Ask the client to keep both eyes open and
look straight ahead. Approach from behind and beside the client, and
lightly touch the cornea with a corner of the gauze.
15. Inspect the anterior chamber for transparency and depth. Use the
same oblique lighting used when testing the cornea.
16. Inspect the pupils for color, shape, and symmetry of the size.
17. Assess each pupil’s direct and consensual reaction to light.
● Partially darken a room.
● Ask the client to look straight ahead.
● Using a penlight and approaching from the side, shine a light on
the pupil.
● Observe the response. The pupil should constrict (direct
response).
● Shine the light on the pupil again, and observe the response of the
other pupil. It should also constrict (consensual response).
18. Assess each pupil’s reaction to accommodation.
● Hold an object about 10cm from the client’s nose.
● Ask the client to look first at the top of the object and then at a
distant object behind the penlight. Alternate the gaze between the
near and far objects.
● Observe the pupil response. Pupils should constrict when looking at
the near object and dilate when looking at the far object.
● Next, move the penlight or pencil toward the client’s nose. The
pupils should converge. To record normal assessment of the
pupils, use the abbreviation PERRLA.
Extraocular Muscle Tests
19. Assess six ocular movements to determine eye alignment and
coordination.
● Stand directly in front of the client and hold the penlight at a
comfortable distance, such as 30 cm in front of the client’s eyes.
● Ask the client to hold head in a fixed position facing you and follow
the movements of the penlight with eyes only.
● Move the penlight in a slow, orderly manner through the six
cardinal fields of gaze.
● Stop the movement of the penlight periodically so that the
nystagmus can be detected.
20. Assess for location of light reflex by shining a penlight on the pupil in
corneal surface (Hirschberg Test).
21. Have the client fixate on a near or far object. Cover one eye and
observe for movement in the uncovered eye (Cover Test).
22. Document findings in the client record.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assemble equipment.
● Examination gloves
● Tuning fork
Procedure
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
Assessment: Auricles
6. Inspect the auricles for color, symmetry of size, and position. To
inspect position, note the level at which the superior aspect of the
auricle attaches to the head with relation to the eye.
7. Palpate the auricles for texture, elasticity, and areas of tenderness.
● Gently pull the auricle upward, downward, and backward.
● Fold the pinna forward. It should be recoiled.
● Push in on the tragus.
● Apply pressure to the mastoid process.
Gross Hearing Acuity Test
8. Assess the client’s responses to normal voice tones. If the client has
difficulty hearing the normal voice, proceed with the following tests:
● Watch Tick Test – Have the client occlude one ear. Out of the
client’s sight, place a ticking watch 2-3 cm (1-2 inches) from the
unoccluded ear. Ask what the client can hear. Repeat with the
other ear.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assemble equipment.
● Nasal speculum
● Flashlight or penlight
Procedure
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
3. Provide for client privacy.
4. Inquire if the client has any history of the following:
● Allergies
● Difficulty breathing through the nose
● Sinus infections
● Injuries to nose or face
● Nosebleeds
● Any medications taken
● Any changes in sense of smell
5. Position the client comfortably – seated, if possible.
Assessment: Nose
6. Inspect the external nose for any deviations in shape, size, or color
and flaring, or discharge from the nares.
7. Lightly palpate the external nose to determine any areas of
tenderness, masses, or displacements of bone and cartilage.
8. Determine patency of both nasal cavities.
● Ask the client to close the mouth, exert pressure on one naris, and
breathe through the opposite naris. Repeat the procedure to assess
patency of the opposite naris.
9. Inspect the nasal cavities using a flashlight.
10. Observe the presence of redness, swelling, growths, and discharge.
11. Inspect the nasal septum between the nasal chambers.
Assessment: Facial Sinuses
12. Palpate the maxillary and frontal sinuses for tenderness.
13. Document findings in the client record.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assemble equipment.
● Clean gloves
● Tongue depressor
● 2x2 gauze pads
● Penlight
Procedure
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
3. Provide for client privacy.
4. Inquire if the client has any history of the following:
● Routine pattern of dental care
● Last visit to dentist
● Length of time ulcers or other lesions have been present
● Any denture discomfort
● Any medications the client is receiving
11. Inspect the base of the tongue, the mouth floor, and the frenulum.
12. Palpate the tongue and floor of the mouth for any modules, lumps, or
excoriated areas.
● Use a piece of gauze to grasp the tip of the tongue and, with the
index finger of your other hand, palpate the back of the tongue, its
borders and its base.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
3. Provide for client privacy.
4. Inquire if the client has any history of the following:
● Any problems with neck lumps
● Neck pain or stiffness
● When and how any lumps occurred
● Any diagnoses of thyroid problems
● Any treatments such as surgery or radiation
Assessment
5. Inspect the neck muscles for abnormal or masses.
● Ask the client to hold head erect.
6. Observe head movement. Ask the client to:
● Move chin to the chest.
● Move head back so that the chin points upward.
● Move head so that the ear is moved toward the shoulder on
each side.
● Turn head to the right and to the left.
7. Assess muscle strength:
● Ask the client to turn head to one side against the resistance of
your hand. Repeat with the other side. Shrug shoulders against
the resistance of your hands.
8. Palpate the entire neck for enlarged lymph nodes.
9. Palpate the trachea for lateral deviation.
● Place your fingertip or thumb on the trachea in the suprasternal
notch, then move your finger laterally to the left and the right in
spaces bordered by the clavicle, the anterior aspect of the
sternocleidomastoid muscle, and the trachea.
10. Inspect the thyroid gland.
● Stand in front of the client.
● Observe the lower half of the neck overlying the thyroid gland for
symmetry and visible masses.
● Ask the client to hyperextend head and swallow. If necessary,
offer a glass of water to make it easier for the client to swallow.
11. Palpate the thyroid gland for smoothness. Note any areas of
enlargement, masses, or nodules.
12. If enlargement of the gland is suspected:
● Auscultate over the thyroid area for a bruit.
● Use the bell-shaped diaphragm of the stethoscope.
13. Document findings in the client record.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assemble equipment.
● Stethoscope
● Skin marker or pencil
● Centimeter ruler
Procedure
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
3. Provide for client privacy.
4. Inquire if the client has any history of the following:
● Family history of illness, including cancer
● Allergies
● Tuberculosis
● Lifestyle habits such as smoking & occupational hazards
● Any medications being taken
● Current problems such as swellings, coughs, wheezing, pain
17. Palpate tactile fremitus in the same manner as the posterior chest.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Perform
Assistance
3 2 1
1. Assemble equipment.
● Centimeter ruler
Procedure
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
Assessment
5. Inspect the breasts for size, symmetry, and contour or shape while
the client is in sitting position.
8. Inspect the areola area for size, shape, symmetry, color, surface
characteristics, and any masses or lesions.
9. Inspect the nipples for size, shape, position, color, discharge, and
lesions.
10. Palpate the axillary, sub-clavicular, and supraclavicular lymph nodes.
● The client is seated with her arms abducted & supported on the
nurse’s forearm.
● Use the flat surfaces of all fingertips to palpate the four areas of
the axilla.
11. Palpate the breast for masses, tenderness, and any discharge from the
nipples.
12. Palpate the areola and the nipples for masses.
● Compress each nipple to determine the presence of any discharge.
If discharge is present, milk the breast along its radius to identify the
discharge-producing lobe.
● Assess any discharge for amount, color, consistency, and odor.
● Note any tenderness on palpation.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assemble equipment.
● Stethoscope
● Centimeter ruler
Procedure
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
Assessment
5. Simultaneously inspect and palpate the precordium for the presence
of abnormal pulsations, lifts, or heaves.
6. Auscultate the heart in all four anatomic sites: aortic, pulmonic,
tricuspid, and apical (mitral).
7. Palpate the carotid artery. Use extreme caution.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
Assessment
5. Palpate the peripheral pulses on both sides of client’s body
individually, simultaneously (except the carotid pulse), &
systematically to determine the symmetry of pulse volume.
6. Inspect the peripheral veins in the arms & legs for the presence
and/or appearance of superficial veins when limbs are dependent and
when limbs are elevated.
7. Assess the peripheral leg vein for signs of phlebitis.
● Inspect calves for redness & swelling over vein sites.
● Palpate the calves for firmness or tension of the muscles, edema
over the dorsum of foot, and areas of localized warmth.
● Push the calves from side to side. Firmly dorsiflex the client’s foot
while supporting entire leg in extension, or have the person stand or
walk.
8. Inspect the skin of the hands and feet for color, temperature, edema,
and skin changes.
9. Assess the adequacy of arterial flow if arterial insufficiency is suspected.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Prepare equipment:
● Examining light
● Tape measure
● Stethoscope
2. Inquire client’s history of bowel habits, change in appetite, specific abdominal
signs and symptoms, hematemesis, previous and current problems and
treatment.
3. Position client in supine position with the arms placed comfortably at
the sides. Place small pillows beneath the knees and the head to reduce
tension in the abdominal muscle. Expose only the client’s
abdomen from the chest line to the pubic area.
4. Inspection.
● Observe for contour and symmetry. If distention is present,
measure the abdominal girth with a tape measure.
● Observe abdominal movements associated with respiration,
peristalsis or aortic pulsation.
● Observe for scars, striae, rashes, and lesions.
5. Auscultation. Auscultate the abdomen before percussing and palpating to
avoid stimulating intestinal activity and altering bowel sounds.
● In all quadrants, listen for active bowel sounds-irregular gurgling
noises occurring about 5-20 seconds. Note frequency, pitch, and
duration of sounds.
● Auscultate for bruits over the abdominal aorta and the renal, iliac,
and femoral arteries.
6. Percussion.
● Percuss all quadrants. Note areas of tympani or dullness. Use a
systematic pattern. Begin in the lower left quadrant, proceed to the
lower right quadrant, the upper right quadrant, and the upper left
quadrant.
● Percuss liver size starting in the midclavicular line below the level of
the umbilicus and moving upward and downward to locate the liver
border.
● Strike at the costovertebral angles, noting tenderness or pain.
7. Palpation.
● Abdomen. Palpate lightly in all quadrant and follow with deep
palpation. Assess organ location and abdominal muscle tone.
Note unusual masses, pulsations, tenderness or pain.
● Kidney. Palpate kidneys bimanually slightly below the umbilicus.
Note size, shape, and tenderness.
● Abdominal aorta. Palpate contour and pulsations.
● Lymph nodes. Palpate inguinal and femoral areas bilaterally. Note
enlargement.
8. Position client comfortably in bed after assessment.
9. Document findings in the client record.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
Assessment
5. Inspect the muscles for size.
● Compare each muscle on one side of the body to the same
muscle on the other side. For any apparent discrepancies,
measure the muscles with a tape.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Note the components of the neurological examination.
a. Mental status
b. Cranial Nerve function
c. Cerebellar function
d. Motor function
e. Sensory function
f. Reflexes
CRANIAL NERVES ASSESSMENT
CN I – Olfactory Nerve
o With the client’s eyes closed, present various odors occluding one
nostril at a time. Note client’s ability to identify the odor.
CN II – Optic Nerve
o Test Visual Acuity
o Visual Fields of Gaze
CN III, IV, VI – Oculomotor, Trochlear, Abducens
o 6 Cardinal Fields of Gaze
o Assess PERRLA
CN V – Trigeminal
o Motor – Assess client’s ability to chew and strength to bite
o Sensory – Assess the client’s ability to distinguish light tough and
pain. Light stroke clients face with a wisp and gently prick the skin
with sharp object
CN VII – Facial
o Motor – Assess symmetry of facial movements as the client
smiles, frowns, grimaces, clenches his teeth and so forth.
o Sensory – Ask the client to identify various distinct flavors placed
on the anterior two thirds of the tongue
CN VIII – Vestibulocochlear
o Vestibular branch – perform the Romberg test to evaluate
equilibrium.
o Cochlear branch- Assess client’s ability to hear spoken words
CNIX – Glossopharyngeal nerve
o Motor – Ask the client to move tongue from side to side and up
and down. Test for gag reflex by gently touching the posterior
pharyngeal wall with a tongue blade.
o Sensory – Apply tastes on posterior tongue for identification
CN X – Vagus Nerve
o Ask the client to swallow and note swallowing and vocal cord
movements
CN XI – Accessory Nerve
o Assess strength of the sternocleidomastoid and upper trapezius muscles
by asking the client to move the head against resistance
of your hand.
CN XII – Hypoglossal
o Test strength and articulation of tongue
2. Cerebellar function
● Assess posture, gait, an balance. Have the client walk forward
and backward in a straight line.
● Assess the coordination in the lower extremities by having the
client tap the toes and slide the heel down the contralateral skin.
3. Motor function
● Muscle mass. Assess symmetry and distribution distal and
proximally and circumference of the extremities.
● Tone. Evaluate the resistance of muscles in response to the
passive motion during flexion and extension of extremities.
● Strength. Assess hands and squeeze muscle strength in each
extremity against resistance during flexion and extension
● Observe for involuntary movements
4. Sensory function
● Light touch – With client’s eyes closed, have the client indicate
response to cotton wisp lightly stroked on the skin. Compare
bilaterally and distal proximal
● Pain – repeat the pattern of light touch assessment, using a
sterile sharp object to elicit sharp sensation.
● Stereognosis – ask the client to identify small object placed in
his hands, one at a time
● Graphesthesia – ask the client to identify a number that is trace
in his palm with your finger tip.
5. Deep Tendon Reflexes – Striking with a reflex hammer, compare
reflex amplitude bilaterally.
● Brachioradialis
● Biceps
● Triceps
● Patellar
● Achilles Ankle Jerk
6. Superficial Cutaneous Reflexes
● Abdominal
● Cremasteric
● Plantar/Babinski
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assemble equipment.
● Clean gloves
Procedure
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
3. Provide for client privacy. Request the presence of another person if
desired, required by agency policy, or requested by client.
4. Inquire if the client has any history of the following:
● Usual voiding patterns & any changes, bladder control, urinary
incontinence, frequency, or urgency
● Abdominal pain
● Symptoms of STDs
● Swellings that could indicate the presence of a hernia
● Family history of nephritis, malignancy of the prostate, or
malignancy of the kidney
5. Cover the pelvic area with a sheet, or drape at all times when not
actually being examined.
Assessment
6. Inspect the distribution, amount, and characteristics of pubic hair.
7. Inspect the penile shaft and glans penis for lesions, nodules,
swellings and inflammation.
8. Inspect the urethral meatus for swelling, inflammation, and discharge.
● Compress or ask the client to compress the glans slightly to open
the urethral meatus to inspect it for discharge.
● If the client has reported a discharge, instruct the client to strip the
penis from the base to the urethra.
9. Palpate the penis for tenderness, thickening, and nodules.
10. Inspect the scrotum for appearance, general size, and symmetry.
● To facilitate inspection of scrotum during a physical examination,
ask the client to hold the penis out of the way.
● Inspect all skin surfaces by spreading the rugated surface skin and
lifting the scrotum as needed to observe posterior surfaces.
11. Palpate the scrotum to assess the status of underlying testes, epididymis,
and spermatic cord. Palpate both testes simultaneously
for comparative purposes.
12. Inspect both inguinal areas for bulges while the client is standing, if
possible.
● First, have the client remain at rest.
● Next, have the client hold his breath and strain or bear down, as
though having a bowel movement.
13. Palpate hernias.
14. Document findings in the client record.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assemble equipment.
● Clean gloves
● Drape
● Supplemental lighting, if needed
Procedure
1. Introduce self & verify the client’s identity. Explain to the client what
you are going to do, why it is necessary, and how the client can
cooperate.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
3. Provide for client privacy. Request the presence of another person if
desired, required by agency policy, or requested by client.
4. Inquire if the client has any history of the following:
● Age at onset of menstruation
● Last menstrual period (LMP)
● Regularity of cycle, duration, amount of daily flow, & whether
menstruation is painful
● Incidence of pain during intercourse
● Vaginal discharge
● Number of pregnancies
● Number of live births
● Labor or delivery complications
● Urgency & frequency of urination at night
● Blood in urine
● Painful urination
● Incontinence
● History of STDs, past and present
5. Cover the pelvic area with a sheet, or drape at all times when not
actually being examined. Position the client supine, with feet elevated on
the stirrups of an examination table. Alternately, assist the client into the
dorsal recumbent position with knees flexed and thighs
externally rotated.
Assessment
6. Inspect the distribution, amount, and characteristics of pubic hair.
7. Inspect the skin of the pubic area for parasites, inflammation,
swelling, and lesions. To assess pubic skin adequately, separate the labia
majora & labia minora.
8. Inspect the clitoris, urethral orifice, and vaginal orifice when
separating the labia minora.
9. Palpate the inguinal lymph nodes.
10. Document findings in the client record.
TOTAL
COMMENTS: GRADE:
Name:
Date:
Able to
Able to Unable to
Skill Assessment Perform w/
Perform Assistance Perform
3 2 1
1. Assemble equipment.
● Clean gloves
● Water-soluble lubricant
Procedure
1. Introduce self & verify the client’s identity. Explain to the client what you
are going to do, why it is necessary, and how the client can cooperate.
Because digital examinations can cause apprehension and
embarrassment in the client, it is important to help the client relax by
encouraging the client to take deep breaths and informing about
potential sensations such as feelings of defecation or passing gas.
2. Perform hand hygiene and observe other appropriate infection control
procedures.
3. Provide for client privacy. Drape the client appropriately to prevent the
exposure of body parts.
4. Inquire if the client has any history of the following:
● Bright blood in stools, tarry black stools, diarrhea, constipation,
abdominal pain, excessive gas, hemorrhoids, or rectal pain
● Family history of colorectal cancer
● When last stool specimen for occult blood was performed, and
the results
● For males, if not obtained during the genitourinary examination,
any signs or symptoms of prostate enlargement
5. Position the client.
● In adults, a left lateral or Sim’s position with the upper leg acutely
flexed is required for the examination.
● For females – a dorsal recumbent position with hips externally
rotated & knees flexed or a lithotomy position may be used
● For males – a standing position while the client bends over the
examining table may also be used
Assessment
6. Inspect the anus & surrounding tissue for color, integrity, and skin
lesions. Then, ask the client to bear down as though defecating.
● Describe the location of all abnormal findings in terms of a clock,
with the 12 o’clock position toward the pubic symphysis.
7. Palpate the rectum for anal sphincter tonicity, nodules, masses, and
tenderness.
8. On withdrawing the finger from the rectum & anus, observe it for
feces. If ordered, perform a test for occult blood on the stool.
9. Document findings in the client record.
TOTAL
COMMENTS: GRADE: