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Chapter 16 Medical History and Patient Assessment 331
Procedure 16-8 Measuring the Radial Pulse
P S Y
1. Wash your hands rst. Have a watch or clock with a second hand available.
2. Greet the patient by name if you have not already done so and explain the procedure. In most cases, the pulse is taken at the same time as other vital signs.
3. Position the patient so the arm is relaxed. The arm should be supported either on the patient’s lap or on a table. If the arm is not supported, or the patient is uncomfortable, it may be hard to nd the pulse.
4. Use the index, middle, and ring ngers of your dom­inant hand to nd the radial pulse. The pulse point is located on the patient’s thumb side of the wrist.
Do not use your own thumb—it has a pulse of its
r
own that can be confused with the patient’s pulse. You may place your thumb on the opposite side
r
of the patient’s wrist to steady your hand.
5. Press your ngers on the pulse point. Press rmly enough to feel the pulse. Pressing too rmly can cause the pulse to disappear.
If the pulse is regular, count it for 30 seconds,
r
watching the second hand of your watch. Multiply the number of pulsations by 2 since the pulse is always recorded as the number of beats per minute. If the pulse is irregular, count it for a full
r
60 seconds. Otherwise, the measurement may be inaccurate.
6. Record the pulse rate in the patient’s medical record with the other vital signs. Make a note and notify the doctor if the rhythm is irregular and the volume is thready or bounding.
Procedure 16-9 Measuring Respirations
P S Y
1. Wash your hands. Have a watch or clock with a second hand available.
2. Greet the patient by name if you have not already.
3. Observe carefully for the easiest area to assess respirations. Some patients have abdominal movement instead of chest movement during respirations.
4. In most cases, respirations are measured at the same time as the pulse. After counting the radial pulse, continue to watch the second hand of your watch. Begin counting respirations. Count a complete rise and fall of the patient’s chest as one respiration.
It is best not to inform the patient that you are
r
counting respirations. A patient who is aware that you are counting respirations may alter his breathing pattern.
(Reprinted from Kronenberger J, Ledbetter J.
Lippincott Williams & Wilkins’ Comprehensive Medical Assisting. 5thed. Philadelphia, PA: Wolters
Kluwer; 2016.)
5. If the breathing pattern is regular, count the respi­ratory rate for 30 seconds. Then, multiply by 2. If the pattern is irregular, count for a full 60 seconds. Otherwise, the measurement may be inaccurate.
6. Record the respiratory rate in the patient’s medical record along with the other vital signs. Also, note the rhythm if irregular. Mark down any unusual sounds, such as wheezing.
332 Section IV Clinical Medical Assistant Skills
Procedure 16-10 Measuring Blood Pressure
1. Wash your hands and gather a sphygmomanometer and a stethoscope.
2. Greet the patient by name and explain the procedure.
3. Position the patient with the arm to be used supported with the forearm on the lap or a table.
The arm should be slightly exed, with the palm
r
upward. This makes it easier to nd and palpate the brachial artery. The upper arm should be level with the patient’s
r
heart. If the upper arm is higher or lower than the heart, the reading may be inaccurate.
(Reprinted from Kronenberger J, Ledbetter J. Lippincott Williams & Wilkins’ Comprehensive Medical Assisting.
5thed. Philadelphia, PA: Wolters Kluwer; 2016.)
7. Hold the air pump in your dominant hand, with the valve between your thumb and forenger. Turn the valve screw clockwise to tighten it. The cuff will not inate with the valve open.
Be careful not to make the valve screw so tight
r
that it’s hard to release. You need to be able to loosen it with one hand after the cuff is inated.
P S Y
(Reprinted from Kronenberger J, Ledbetter J.
Lippincott Williams & Wilkins’ Comprehensive Medical Assisting. 5th ed. Philadelphia, PA: Wolters
Kluwer; 2016.)
4. Expose the patient’s arm. Clothing over the area can block out the sounds you will need to hear. If the sleeve is pulled up, ensure it is not tight. A sleeve that is too tight can act as a tourniquet, decreasing the ow of blood and causing an inaccurate blood pressure reading. Make sure the patient’s legs are not crossed and ask the patient to not talk during the procedure.
5. Palpate the brachial pulse in the antecubital area— the region of the arm in front of the elbow.
Center the deated cuff directly over the brachial
r
artery. The lower edge of the cuff should be 1 to 2 inches
r
above the antecubital area. If the cuff is too low, it may interfere with place-
r
ment of the stethoscope and cause noises that obscure the Korotkoff sounds.
6. Wrap the cuff smoothly and snugly around the arm. Secure the cuff with the Velcro edges.
(Reprinted from Kronenberger J, Ledbetter J. Lippincott Williams & Wilkins’ Comprehensive Medical Assisting.
5thed. Philadelphia, PA: Wolters Kluwer; 2016.)
8. First, determine a reference point for how far you need to inate the cuff.
While palpating the brachial pulse with your
r
nondominant hand, inate the cuff. Note the point or number on the dial or glass
r
tube column at which you no longer feel the brachial pulse. This will give you a reference point for reinat-
r
ing the cuff when taking the blood pressure.
9. Deate the cuff by turning the valve counterclock­wise. Wait at least 30 seconds before reinating the cuff. The waiting time allows blood circulation to return to the extremity.
10. Clean the earpieces of the stethoscope with an alco­hol wipe. Place the stethoscope earpieces in your ears with the openings pointed slightly forward. Stand about 18 inches from the manometer with the gauge at eye level to reduce the chances of mak­ing an error while taking the reading.
Chapter 16 Medical History and Patient Assessment 333
Procedure 16-10 Measuring Blood Pressure (continued )
11. Place the diaphragm of the stethoscope against the brachial artery and hold it in place with your non­dominant hand. Don’t press too hard or you may obliterate the pulse. On the other hand, if you do not press rmly enough, you may not hear the sounds.
The stethoscope tubing should hang freely with-
r
out touching or rubbing any part of the cuff. If the stethoscope rubs or touches any other objects, environmental sounds may make the Korotkoff sounds impossible to hear.
13. Once the cuff is inated appropriately, turn the valve counterclockwise. You want to release the air at about 2 to 4 mm Hg/sec.
Releasing the air too fast will cause missed beats.
r
Releasing it too slowly will interfere with
r
circulation.
14. Listen carefully while watching the gauge. Aneroid and mercury-free measurements are always made as even numbers, because of the way the manom­eter is calibrated.
Note the point on the gauge at which you hear
r
the rst clear tapping sound. This is the systolic sound or Korotkoff phase 1.
15. Continue to listen and deate the cuff. When you hear the last sound, note the reading, and quickly deate the cuff.
The last sound heard is the Korotkoff phase
r
5sound. It is recorded as the diastolic pressure or the bottom number. If you are unsure of the reading, wait 1 to
r
2 minutes before repeating the procedure. Never immediately reinate the cuff.
(Reprinted from Kronenberger J, Ledbetter J.
Lippincott Williams & Wilkins’ Comprehensive Medical Assisting. 5th ed. Philadelphia, PA: Wolters
Kluwer; 2016.)
12. With your dominant hand, turn the screw near the bulb just enough to close the valve. Inate the cuff.
Pump the valve bulb to about 30 mm Hg above
r
the number you noted during step 8. Inating more than 30 mm Hg above the base-
r
line is uncomfortable for the patient and unnec­essary. But if you don’t inate the cuff enough, the systolic reading may be inaccurate.
(Reprinted from Kronenberger J, Ledbetter J.
Lippincott Williams & Wilkins’ Comprehensive Medical Assisting. 5th ed. Philadelphia, PA: Wolters
Kluwer; 2016.)
16. Remove the stethoscope earpieces from your ears. Remove the cuff and press any remaining air from the bladder of the cuff.
If this is the rst reading or a new patient, the
r
physician may also want a reading in the other arm or in another position. In some patients, blood pressure varies between
r
the arms or in different positions such as lying or standing.
17. When all readings are nished, put the equipment away and wash your hands.
18. Record the reading. The systolic pressure is always written as a fraction over the diastolic pressure (e.g., 120/80). Note which arm was used—RA for right arm, or LA for left arm. Record the patient’s position if other than sitting.
334 Section IV Clinical Medical Assistant Skills
Preparing for Externship
One of the tasks that medical assistants do in the One of the tasks that medical assistants do in the ofce is to collect the medical history of patients. This includes interviewing new patients and updating information for established patients. As an extern, you will observe the techniques used by the ofce staff to gather this information for the patient record. Take note of how the questions are stated and the way the patient responses are input into the medical record. Remember the externship experience is the “real world” and the scenarios you practiced in class
Chapter Recap
Medical assistants may need to collect information for
the patient’s medical history and medical assessment. The role of the medical assistant in collecting information depends on the policies of the medical ofce.
The medical history provides the physician with a
basis for asking questions during an examination. It also helps the physician understand how the patient’s illness and lifestyle interact.
During an assessment, patients are interviewed to
establish signs and symptoms of illness. For each visit, a chief complaint and present illness are documented in the patient’s record.
Physical measurements also provide information
about a patient’s health. Medical assistants may collect anthropometric measurements and measure vital signs.
Anthropometric measurements for adults typically
include height and weight. Pediatric measurements may also include head and chest circumference.
Body temperature reects the balance between
heat produced and heat lost by the body. The type
are now playing out. What you hear from the patient, you must accurately document in the record for the physician or provider to read. Watch for spelling and grammar errors. You will become familiar with com­mon phrases and ways to express what the patient says. You may want to review other entries made into the record on previous visits. This will help you to become familiar with proper charting styles. It will also allow you to see the level of detail neces­sary for proper and adequate documentation of the patient’s visit.
of thermometer used for measuring temperature depends on the practices of the medical ofce.
Four different methods for taking temperature are
oral, rectal, axillary, and tympanic. The method must be documented in the patient’s medical record, along with the reading.
Pulse and respiration rates are often measured at the
same time. Three important characteristics of the pulse are the rate, rhythm, and volume. Important characteristics of respirations are the rate, rhythm, and depth.
Blood pressure is measured during two phases of
the cardiac cycle called systole and diastole. Five phases of Korotkoff sounds can be identied with a stethoscope. The systolic pressure reading is measured during phase 1. The diastolic pressure reading occurs during phase 5.
Measuring blood pressure can be tricky. By being
aware of possible sources of errors, medical assistants can make sure their readings are accurate.
Online Resources for Students
Resources for students available on thepoint.
lww.com include the following:
Audio Glossary
Animations
Competency Evaluation Forms
Harris CareTracker Case Studies
Interactive Games & Activities
Certication Preparation Question Bank
Videos
Chapter 16 Medical History and Patient Assessment 335
Exercises and Activities
Certication Preparation Questions
1. Which of the following is part of the social history information on a new patient medical history form?
a. Age b. Date of birth c. Prior surgical procedures d. Alcohol consumption e. Occupation
2. Which of the following supplies is required for obtaining a temperature on an infant?
a. Tympanic thermometer b. Sterile exam gloves c. Digital thermometer with blue tip d. Biohazard sharps container e. Glass thermometer with red tip
3. Which of the following is an accurately recorded high blood pressure reading?
a. 220/70 bpm b. 160/70 mm c. S190/D80 d. 150/95 e. 100/220
4. Which of these is the best response from the medical assistant if a patient refuses to provide information to complete the medical history form?
a. I will need to obtain this information or the
doctor will not be able to treat you today.
b. We will reschedule your appointment until you
can provide the needed information.
c. I know this is difcult; however, the physician
will need to have the information before he will see you.
d. I will make a note on this form that you are
refusing to provide any information.
e. I will inform the physician that you are unable
to provide the needed information.
5. What is the best location to obtain a radial pulse? a. Wrist on the little nger side
b. Antecubital area of the arm c. Upper arm 2 inches above the elbow d. Wrist on the thumb side
e. Midarm between the elbow and the hand
6. Which of the following is the rst step in obtaining a blood pressure?
a. Apply the blood pressure cuff. b. Pump the bulb on the gauge to ensure that it
works.
c. Check the size of the cuff to ensure it is
appropriate for the patient.
d. Locate the brachial artery and place the
stethoscope over it.
e. Determine the pulse pressure.
7. Which of these is a factor that a patient can change to affect their blood pressure?
a. Age b. Gender c. Weight d. Family history e. Culture
8. Which of the following represents the blood pressure reading if the pulse pressure is 40?
a. 110/60 b. 122/82 c. 130/94 d. 160/100 e. 90/58
9. If a patient’s height registers 69 inches on the height meter, how tall is the patient?
a. 6 feet 0 inches b. 5 feet 11 inches c. 5 feet 9 inches d. 5 feet 7 inches e. 4 feet 9 inches
10. Which of the following is not considered a sign? a. Coughing
b. Rash c. Bleeding d. Headache e. Bruise
336 Section IV Clinical Medical Assistant Skills
P S Y
r
valuable and sensitive data on the planet. It is often costly to obtain, essential in diagnosing and treat­ing life-threatening diseases, and extremely personal. Collecting, documenting, managing, and protecting this information, therefore, are weighty responsibili­ties of the medical assistant. Fortunately for you, elec­tronic health record systems, such as CareTracker, have revolutionized the documentation and management of patient data, making it possible to capture and organize a vast amount of complex data and make it accessible to health care professionals around the world while pro­tecting the patient’s privacy.
in CareTracker include the following:
r
CareTracker Connection
Documenting Patient Health History and Assessment Findings
CareTracker Activities Related to This Chapter
Case Study 4: Charting Patient Information
A patient’s health information is some of the most
Tasks discussed in this chapter that can be performed
Documenting the following patient health information:
Chief complaint Present illness Vital signs
Heart rate Respiratory rate
Blood pressure Temperature
Anthropometric measurements
Height
Weight Allergies Medications Immunizations Medical history
Diseases and conditions
Injuries
Hospitalizations
Surgeries Social history
Diet
Exercise
Tobacco use
Alcohol use
Sexual and reproductive history Family history
Many of these tasks are discussed in CareTracker Connection features in other chapters. A task we’ll con­sider here is entering a patient’s vital signs.
Some of the rst data you will obtain during a patient visit are vital signs. In CareTracker, these data are entered into the Medical Record module, in the Vital Signs application.
Chapter 16 Medical History and Patient Assessment 337
Within this application, clicking on the button causes the Vital Signs window to appear, where you may enter the patient’s vital signs and chief complaint. Note that any measurements that are outside
of normal parameters are automatically highlighted after the data are entered, such as the body mass index, shown in the gure below.
Once you save this information, a summary of the vital signs appears on the main Vital Signs screen. Again, abnormal measurements are highlighted.
338 Section IV Clinical Medical Assistant Skills
These data are now available throughout the CareTracker system and may appear in other applica­tions, such as the Progress Note. You’ll get a chance to practice this task in Case Study 4: Charting Patient Information.
To access Case Study 4, go to http://thepoint.lww. com, log in using your username and password, search for The Complete Medical Assistant, click on “Student Resources,” nd the Harris CareTracker materials, and click on “Case Study 4.”
P S Y
1. Visit the American Heart Association Web site for
2. Go to Web site for the Centers for Medicare and
Internet Activities
information regarding blood pressure recommenda­tions and how to manage hypertension.
Medicaid Services (www.CMS.gov). Locate the site with information regarding HIPAA and the Medical Privacy of Protected Health Information.
Assisting with the Physical
17
Examination
Chapter Objectives
Identify the medical assistant’s role in assisting with
the physical examination.
List the equipment and supplies needed in the
patient examination room.
Prepare and maintain patient examination and
treatment areas.
Explain the care and use of the equipment and
instruments used in a physical examination.
Describe six examination techniques used during the
physical examination.
Prepare patients for and assist with routine and
specialty examinations.
Describe the basic examination positions and
explain their use.
Understand the sequential process used by the
physician to complete a physical examination.
Explain how the physician evaluates a patient’s
posture, gait, and reexes.
Instruct patients how to recognize cancer warning
signs and perform self-examinations of the breasts and testicles.
List the guidelines for annual examinations,
immunizations, and cancer screening.
CAAHEP & ABHES Competencies
CAAHEP
Assist physician with patient care.
Apply critical thinking skills in performing patient
assessment and care.
Use language/verbal skills that enable patients’
understanding.
Demonstrate respect for diversity in approaching
patients and families.
Explain the rationale for performance of a
procedure to the patient.
Document patient care.
Respond to nonverbal communication.
ABHES
General/physical examination
Specialty examination
Working with diverse populations
339
340 Section IV Clinical Medical Assistant Skills
Chapter Terms
Accommodation Asymmetry Auscultation Gait
Inspection Manipulation Mensuration Ophthalmoscope
Abbreviations
CC CPX ECG
Case Study
Medical assistant, Karen Stuart, escorts female
patient, Rebecca Martin, to an examination room
where she is scheduled for a complete physical
examination. The patient tells Karen that it has
been several years since she has had physical
examination. The patient also shares with Karen
that her mother died recently and she has had a
PERRLA PAP PH
Otorhinolaryngologist Otoscope Palpation Percussion
PI ROM
very difcult time coping with the death of her mother. She decided to come to the ofce for a com­plete physical examination because she has been feeling very tired and depressed since the death of her mother. The patient states that she is afraid the physician may discover something that might be very serious or even terminal.
Speculum Stethoscope Symmetry
ROS
Study Skill
Students often overlook the value of the chapter objectives. After you have completed reading and studying the information in this chapter, write down each chapter objective. Give an answer or explana­tion for each objective based on the material included in the chapter. For example, the last objective states “List the guidelines for annual examination, immu­nization, and cancer screening.” Write a list for each of these. This can be used as a review and study tool prior your course exam or national certication exam.
C O G
The complete physical examination (CPX) is one of the most typical services provided in the physician’s ofce. Patients may schedule to have a complete physical examination for various reasons including:
r r
THE BASIC PHYSICAL
EXAMINATION
Determining baseline information of a new patient Requirement for employment, attending school, and playing sports
Approval for health or life insurance
r
Periodic assessment of existing patients
r
A complete physical exam allows the physician to assess the patient’s general state of health. Through the process of performing the examination, the physi­cian does a review of systems (ROS) to detect signs and symptoms of disease. The complete physical examina­tion process includes:
Obtaining or updating the patient’s medical history
r
Performance of the actual physical examination
r
Ordering laboratory tests
r
Scheduling diagnostic tests
r
The medical assistant duties may vary according to the physician’s preference and the practice’s policies. Typically, the medical assistant will be responsible for:
Preparing the examination room
r
Assisting with or obtaining the patient’s medical
r
history Preparing the patient for examination
r
Assisting the physician during the examination
r
Collecting specimens for laboratory testing
r
Performing or scheduling diagnostic tests
r
Cleaning the examination room
r