Asking open-ended questions allows patients to express their thoughts, feelings, and concerns fully.
Sources of Data
Client: Best source of data, subjective data
Support People/Significant Other: Family members, friends, and caregivers, important source of data if the client is young, unconscious, or confused
Client Records: Information documented by other healthcare professionals
Health Care Professionals: Verbal reports
Literature: Journals, reference texts, published studies
Data Collection Methods
Observing: To gather data using the senses, a conscious, deliberate skill. Two aspects: Noticing the data, Selecting, organizing, and interpreting the data
Interview: Planned communication or conversation with a purpose to get or give information, identify problems of mutual concern, evaluate change, teach, provide support, provide counseling or therapy
Types of Data
Subjective Data: Symptoms apparent only to the person affected
Objective Data: Signs detectable by an observer, can be measured, tested
Phases of Interview
1. Pre-Introductory Phase: Nurse reviews the medical record before meeting with the client. If a medical record is not established, the nurse will need to rely on interview skills to elicit valid and reliable data from the client and that individual’s family or significant other
2. Introductory Phase: Nurse explains the purpose of the interview, discusses the types of questions that will be asked, explains the reason for taking notes, and assures the client that confidential information will remain confidential. The nurse should develop trust and rapport at this point in the interview
3. Working Phase: Longest Phase. Verbal/Nonverbal. The nurse elicits the client’s comments about major biographic data, reasons for seeking care, history of present health concern, past health history, family history, review of body systems for current health problems, lifestyle and health practices, and developmental level. The nurse listens, observes cues, and uses critical thinking skills to interpret and validate information received from the client. The nurse and client collaborate to identify the client’s problems and goals
4. Summary and Closing Phase: Summarize/Restate, Clarify. The nurse summarizes information obtained during the working phase and validates problems and goals with the client. The nurse identifies and discusses possible plans to resolve the problem (nursing diagnoses and collaborative problems) with the client. Finally, the nurse makes sure to ask if anything else concerns the client and if there are any further questions
Factors to Consider During Interview
Time: When the client is physically comfortable and free of pain
Place: Well-lighted, well-ventilated room, free of noise and distractions
Seating Arrangement: Ideal seating arrangement: the nurse and patient sit in two chairs placed at right angles to a desk or a table or a few feet apart with no table
Distance: Maintain a 2 to 3 feet distance during the interview
Language: Avoid medical jargon, Translators, interpreters
Activities of Daily Living (ADL): Hygiene, Continence, Dressing, Eating, Toileting, Transferring
Activities of Daily Living (ADL)
1. Hygiene
2. Bathing, grooming, shaving, and oral care
3. Continence
4. Dressing
5. Eating
6. Toileting
7. Transferring
Biographical Data
Usually include information that identifies the client, such as name, address, phone number, gender, and who provided the information—the client or significant others
Reasons for Seeking Health Care
1. Reason for seeking health care (major health problem or concern)
2. Feelings about seeking health care (fears and past experiences)
History of Present Illness
1. Using COLDSPA to explore signs & symptoms
2. Character
3. Onset
4. Location
5. Duration
6. Severity
7. Pattern
8. Associated Factors
Family history is important in health assessment
Current medications
Inquire about medications used in the recent past and currently, prescribed or over-the-counter, purpose, dose, frequency, and any medications not prescribed for the client
Lifestyle and health practices profile
Understand the client's typical day, nutritional habits, weight management, activity levels, and exercise patterns
Nutritional and weight management questions
What do you usually eat during a typical day? Please tell me the kinds of foods you prefer, how often you eat throughout the day, and how much you eat?
Do you eat out at restaurants frequently?
Past health history questions
What diseases did you have as a child?
What immunizations did you get and are you up to date now?
Do you have any chronic illnesses? If so, when were they diagnosed? How are they treated? How satisfied have you been with the treatment?
What illnesses or allergies did you have? How were the illnesses treated?
Assessing pain
Ask about other symptoms, ability to continue work or activities, how it affects daily life, possible causes, related problems, and impact on life and daily activities
Past health history
Inquire about childhood illnesses, immunizations, adult illnesses, past surgeries or accidents, experienced pain, allergies, hospitalizations, pregnancies, births, injuries, medications, emotional or psychiatric problems
Activity and exercise questions
What is your daily pattern of activity?
Do you follow a regular exercise plan? What types of exercise do you do?
Are there any reasons why you cannot follow a moderately strenuous exercise program?
Sleep and rest patterns
Inquire about specific sleeping patterns, hours of sleep, interruptions, feeling rested, sleep problems like insomnia, and any sleep rituals used
Activity and exercise patterns
Assess the client's activity levels at work and home, differentiate between work activity and exercise, explain the benefits of regular exercise, and inquire about the client's exercise routine and any limitations
Sleep and rest patterns
Specific sleeping patterns, interruptions, feeling rested, problems sleeping (e.g., insomnia), rituals for promoting sleep, concerns regarding sleep habits
Substance use
Information concerning lifestyle and self-care ability, effects on health and function, sample questions about alcohol, caffeine consumption
Sleep requirements vary depending on age, health, and stress levels
Self-care activities
Basic hygiene practices, regular health checkups, accident prevention, hazard protection
Sample questions for sleep and rest patterns
Tell me about your sleeping patterns
Do you have trouble falling asleep or staying asleep?
How much sleep do you get each night?
Social and community activities
Discovering support outlets, community involvement, sample questions about fun, relaxation, socialization, and community activities
Values and belief system
Assessing client values, discussing philosophical, religious, and spiritual beliefs, importance in identifying problems or strengths, sample questions about life priorities