Assessment checklists

Chapter 2 Assessment checklists



This chapter provides step-by-step checklists, guiding those with little experience of respiratory assessment through the process. Experienced clinicians rarely follow a checklist rigidly. They are quickly able to prioritize, and may deviate from, or expand on, particular aspects when appropriate. In order to develop this skill, you need to be aware of the purpose of each assessment element and relate this to the overall aim(s) of your assessment.



2.1 General assessment


An overview of a general assessment is suggested in Tables 2.1 and 2.2.


Table 2.1 General assessment: part 1











General observations
If the patient looks well, and is reading the paper – they probably are well!
You still need to make sure you do not miss any significant issues

ABC
A quick check from the end of the bed can be crucial in establishing the stability of the patient
Always make sure that the patient is not in any immediate danger by assessing their Airway, Breathing and Circulation, and implementing basic life support if required

Can you recognize these signs and do you know how to address them? If not, you need an update on basic life support

Table 2.2 General assessment: part 2











For all assessments, it is assumed that informed consent (as appropriate) is sought and documented
Database
Compile initial database of key information from relevant sources, e.g. medical notes, nursing records, other staff, the patient, carers or relatives as appropriate

Subjective questions

PC, presenting complaint or condition; HPC, history of present condition; PMH, past medical history; DH, drug history; SH, social history.


In any setting, your initial observation of the patient is key, as this will allow you to identify a situation that may require immediate action.



2.2 Acute respiratory assessment


Use the systems-based checklist (Table 2.3). Your main aim is to decide whether the patient has physiotherapy-related problems (such as sputum retention, volume loss, breathlessness or respiratory failure). You also need to determine whether the patient’s condition is stable enough for your selected physiotherapy treatments. The other main purpose of assessment is to identify any deterioration in the patient’s condition and ensure that appropriate actions are taken by the healthcare team.


Table 2.3 Systems-based assessment outline


















Central nervous system (CNS)
Cardiovascular system (CVS)
Renal system (Renal)
Respiratory system (RS)
Musculoskeletal system (MS)

ABG, arterial blood gas; AVPU, Awake, Voice, Pain, Unrouseable; BP, blood pressure; CPP, cerebral perfusion pressure; CVP, central venous pressure; CXR, chest radiograph; ETT, endotracheal tube; FM, face mask; GCS, Glasgow Coma Scale; HR, heart rate; ICP, intracranial pressure; MAP, mean arterial pressure; NG,nasogastric; UO, urine output.


The checklist assumes that the general assessment (Tables 2.1 and 2.2) has already been followed. Specific adaptations for patients in general surgery, critical care and medical settings are then provided (Tables 2.42.6). Depending on the setting, different elements may need to be included or omitted (e.g. pupil size may not be monitored regularly in a rehabilitation setting but may be more important in a critical care/intensive therapy unit (ITU) or surgery setting).


Table 2.4 General surgery: specific considerations















Database
CNS
CVS
Renal
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