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Physical Examination
Chapter 21
1
2
Physical Examination
1. Describe the components of the patient’s medical history and how to
collect the history information.
2. understanding and communicating with patients:
• communicate with patients and display sensitivity to
diverse populations.
• Demonstrate therapeutic communication
• Obtain and document patient information.
• Respond to nonverbal communication
• Compare open-ended and close-ended questions.
3
Physical Examination
3. Do the following related to the patient interview:
• Identify barriers to communication and their impact on the
patient assessment.
• Detect a patient’s use of defense mechanisms and the
resultant barriers to therapeutic communication.
• Demonstrate professional patient interviewing techniques.
4. Discuss the use of therapeutic communication techniques with patients
across the life span.
5. Compare and contrast signs and symptoms.
4
Physical Examination
6. the physical examination:
• Outline the medical assistant’s role in preparing for the
physical examination.
• Summarize the instruments and equipment the provider
typically uses during a physical examination.
7. Identify the principles of body mechanics and demonstrate proper body
mechanics.
8. Outline the basic principles of gowning, positioning, and draping a
patient for examination.
5
10. Describe the methods of examination and give an example of each one.
11. Outline the sequence of a routine physical examination. Also, prepare
for and assist in the physical examination of a patient, correctly
completing each step of the procedure in the proper sequence.
6
We must communicate effectively with patient and
provide a warm, caring environment
Medical care is extremely personal; remember that
each patient is an individual with certain anxieties
Understanding and
Communicating with Patients
7
Sensitivity to Diverse
Patient Groups
Respect the individuality of patient and attempt
to see person’s health problem through his or
her eyes
Examine your own values, beliefs, and actions
to develop empathetic sensitivity to others
8
Patients of Asian backgrounds may have
been raised in a culture that considers it
extremely rude to establish eye contact
Personal space may be an issue for patients
from diverse backgrounds
Older people face unique communications
problems in the healthcare environment
Patients may use religious beliefs and values
to understand and cope with health problems
Treating Diverse Patients
9
To be sure patients understand
what you explain, have them
explain it back to you
Therapeutic Techniques
10
Restatement, reflection, and
clarification
Concentrate, understand, and
listen
Pay attention to nonverbal cues
Active Listening Techniques
11
Includes gestures, facial expressions, and
mannerisms
Be aware of the cues your body language
sends to patient
Get feedback from patient to ensure you are
understood
Observe patient’s nonverbal communication
cues
Nonverbal Communication
12
Observation of Nonverbal
Communication in Patients
13
Helpful Listening Guidelines
14
Ineffective Nonverbal Language
Sensitivity to Diverse Patient
Groups
 Diversity could be based on race, age, culture, religion,
or physical qualities
 Practice respectful patient care
 Empathy: key to creating a caring, therapeutic
environment
 Value systems begin as learned beliefs and behaviors
 Personal biases or prejudices are huge barriers to
development of therapeutic relationships
15
16
Therapeutic Nonverbal
Language
17
Lean toward the patient to show interest
Face patient squarely and at eye level
Eye contact is essential
A closed posture (crossed arms or legs) may
indicate disinterest
Be sensitive to the patient’s personal space
Be careful with body gestures such as hand
and arm movements
Tone of voice should reflect interest in patient
Observe patient’s body language
Nonverbal Language Behaviors
Understanding and
Communicating with
Patients
 To provide high-quality patient care, we must
communicate effectively
 Healthcare professionals accept the responsibility of
developing relationships with patients
 Be aware of self-boundaries
 Keep focus on the patient
18
19
Ask for general information or to state topic to
be discussed in general terms
Used to begin interview or introduce a new
section of questions
Effective method of gathering details from
patient
Open-Ended Questions or
Statements
20
Ask for specific information
Limits the answer to one or two words (usually yes
or no)
Use these when you need confirmation of specific
facts
Closed Questions
21
First and most important part of data
collection
Three stages:
Initiation or introduction
Body
Closing
Interviewing the Patient
22
Ensure privacy
Prevent interruptions
Prepare comfortable surroundings
Take judicious notes
Preparing the Appropriate
Environment
23
Providing unwarranted assurance
Giving advice
Using medical terminology
Leading questions
Talking too much
Defense mechanisms
Interview Barriers
Collecting the History
Information
 Documentation should include:
 Purpose of patient’s visit, written as chief complaint (CC)
 Patient’s vital signs (VS)
 Height and weight
 Pain; documented using a scale of 1 to 10
24
Assessing Pain
 Where is the pain located? Is it associated with any
particular movement?
 Can you describe how it feels? Is it constant or
intermittent? Does anything relieve pain?
 When was the onset of the pain? Did something cause
the pain to start?
 Are you taking any medication to relieve the pain?
What is it and how often are you taking it? Is it
effective? When was your last dose?
 Does pain affect your daily activities?
 On a scale of 1 to 10, with 10 being the highest level of
pain, where would you rate your pain?
25
26
Components of the Medical
History
 Database
 Chief complaint (CC)
 History of present illness (HPI)
 Past history (PH) or past medical history (PMH)
 Usual childhood diseases
 Major illnesses
 Surgeries
 Allergies
 Accidents
 Immunization record
27
Therapeutic Techniques
 Feedback is crucial
 Message can be sent via:
 Face-to-face communication
 Telephone
 Email
 Letter
 Must become effective communicator
 Play vital role in collecting and documenting patient
information
28
Active Listening Techniques
 Restatement
 Paraphrasing patient’s statements
 Reflection
 Repeating main idea of conversation while also
identifying sender’s feelings
 Clarification
 Summarizes or simplifies the sender’s thoughts and
feelings; resolves any confusion
29
Nonverbal Communication
 More than 90% of communication is nonverbal
 Nonverbal actions:
 Gestures
 Facial expressions
 Mannerisms
 Observe nonverbal communication to become aware
of message being conveyed
30
Nonverbal Language
Behaviors
 Lean toward patient to show interest
 Face patient squarely and at eye level
 Eye contact
 Be careful with body gestures
 Watch your tone of voice
 Continually observe patient’s body language
 Documenting in an EHR can be distracting
31
Open-Ended Questions
or Statements
 Asks for general information or states topic to be
discussed
 Effective method of gathering more details from
patient about chief complaint or health history
 Used:
 To begin an interview
 To introduce a new section of questions
 Whenever person introduces a new topic
32
Closed Questions
 Direct, or closed, questions
 Limits the answers to one or two words
 Use closed questions when you need confirmation of
specific facts
33
Interviewing the Patient
 Interview skills help to collect necessary information
and build rapport with patient
 Consider the interview a type of contract between you
and patient
 Three stages of patient interview:
 Initiation or introduction
 Body
 Closing
34
Preparing the Appropriate
Environment
 Ensure privacy
 Prevent interruptions
 Prepare comfortable surroundings
 *****Take judicious notes
35
Therapeutic Communication
Techniques
 Open-ended questions and statements
 Direct or closed questions
 Active listening
 Silence
 Establishing guidelines
 Acknowledgment
 Restating
 Reflecting
 Summarizing
36
Interview Barriers
 Providing unwarranted assurance
 Giving advice
 Using medical terminology
 Leading questions
 Talking too much
 Defense mechanisms
37
Defense Mechanisms
 Denial
 Suppression
 Reaction formation
 Projection
 Rationalization
 Undoing
 Regression
 Sublimation
38
Communication Across the
Life Span
 Interact appropriately with the age and developmental level of
patient
 Children
 Make sure environment is safe/attractive
 Don’t offer a choice unless they can truly make one
 Praise the child; reduce anxiety
 Older children
 Privacy
 Adults
 Patient education
39
Assessing the Patient
 Signs and symptoms
 Symptoms: Subjective findings
 Cardinal symptoms: symptoms of greatest significance
 Signs: Objective findings
 Can be observed or measured by provider or medical
assistant
40
Documentation Guidelines
 Check name on record; confirm identity
 Month, day, and year must precede entry
 All unusual complaints, symptoms, or reactions must
be noted in detail
 Describe objective data
 If patient reports pain, record quality and intensity of
pain using a pain scale of 1-10
 Document complete medication history
 Record details about previous history
 Learn to be observant
41
Physical Examination
 The medical assistant’s roles include:
 Preparing the examination room
 Assisting the patient
 Assisting the provider
42
Preparing the Examination
Room
 Stock with all equipment and supplies
 Check expiration dates, and discard expired materials
 Ensure the room is private, well lit, and a good
temperature
 Clean and disinfect room between patients to avoid
infection
 Be sure drapes, sheets, and gowns are ready to use
 Arrange equipment for easy access
 Observe Standard Precautions
43
Assisting the Patient
 Ensure medical record is complete and consent forms
are signed
 Introduce yourself and address patient by preferred
name
 Verify accuracy of insurance information by office
policy
 Obtain any preordered specimens
 Measure height, body mass index, and vital signs
44
Assisting the Provider
 Hand out equipment and supplies as needed
 Alter position of lamp and turn lights on/off as needed
 Position the drape during phases of the examination
 Collect and properly label all specimens
 Perform follow-up diagnostic procedures as needed
45
Supplies and Instruments
Needed for Examination
 Gauze
 Antiseptic wipe
 Specimen collection system
 Lubricant
 Tape measure
 Clean nonsterile gloves
 Fecal occult blood testing supplies
 Percussion hammer
 Tuning forks
 ***you will be setting up for a physical exam
46
Supplies and Instruments
Needed for Examination
 Ophthalmoscope
 For inspection of inner eye structures
 Tongue depressor
 Holds tongue down during throat examination
 Otoscope
 For examination of the external auditory canal and
tympanic membrane
47
Principles of Body Mechanics
 Used consistently in work environment
 Proper alignment begins with good posture
 When reaching for object:
 Don’t twist or turn
 Turn feet toward object
 Don’t sit with legs crossed
48
Transferring a Patient
 Focus on correct body mechanics
 Provide support on the patient’s strong side
 Keep one hand under the axillary region and one on
forearm
 Always bend at the knees
 Ensure the patient is safely positioned
49
Draping the Patient
 Drape the patient to protect privacy and keep the
patient warm
 Position the sheet so that it allows complete visibility
for examiner to conduct examination
 Expose one portion of body at a time during
examination
50
Positioning the Patient
 Fowler position
 Semi-Fowler position
 Supine (horizontal recumbent) position
 Dorsal recumbent position
 Lithotomy position
 Sims position
51
Positioning the Patient
 Prone position
 Face down on ventral surface of the body
 Knee-chest position
 Difficult to maintain
 Rarely used in ambulatory care setting
52
Trendelenburg Position
 Rarely used in ambulatory setting
 Can be achieved only if examination table separates so
that legs can be elevated higher than the head
53
Methods of Examination
 Inspection
 Palpation
 Percussion
 Auscultation
 Mensuration
 Manipulation
 ***very important to know
54
Examination Sequence
 General appearance
 Disorientation, gait, posture, nourishment
 Speech
 Could reveal pathologic condition
 Skin
 Note fingernails and toenails
 Head
 How patient handles stress and illness
 Eyes and ears
 PERRLA
55
Examination Sequence
 Nose and sinuses
 Mucosa examined for color/texture
 Mouth and throat
 Oral hygiene and dental care
 Neck
 Examined for range of motion (ROM)
 Chest
 Examine heart, chest, lungs
 Abdomen
 Relaxation of abdominal muscles
 Reflexes
 Checked in sitting, Fowler, and supine positions
56
Examination Sequence
 Breasts and testicles
 Examined visually and by palpation
 Testicular examination
 Rectum
 Maintain comfort and dignity
 Examination gloves and lubricating jelly needed
57
The Role of the Medical
Assistant
 Aid provider in examination of patient by preparing
patient and necessary equipment
 Ensure patient’s safety and comfort during
examination
58
Patient Coaching
 Consider the following:
 What information the patient needs to know
 How to convey the information so that the patient
understands it
 How the patient will use the information
 Whether any community resources are available that
might help
 Whether the patient understands and will learn more
about health problems or treatment protocols
59
Legal and Ethical Issues
 HIPAA applications
 Guard patient confidentiality during all parts of a visit
 If paper records are used, place medical records facing
the door
 If EHRs are used, safeguard patient information by
closing patient files and locking computers when you are
out of the room
 Place physician’s schedule away from patient areas
60
Patient-Centered Care
 Effective communication includes used of all
therapeutic tools
 Watch for nonverbal behaviors to verify congruence
between what patient states and demonstrates via
body language
 Modify communication methods as needed
 Use restatement, reflection, and clarification
 Use electronic communication appropriately and
effectively
61
62

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MA114 Chapter 21 physcial examination

  • 2. 2 Physical Examination 1. Describe the components of the patient’s medical history and how to collect the history information. 2. understanding and communicating with patients: • communicate with patients and display sensitivity to diverse populations. • Demonstrate therapeutic communication • Obtain and document patient information. • Respond to nonverbal communication • Compare open-ended and close-ended questions.
  • 3. 3 Physical Examination 3. Do the following related to the patient interview: • Identify barriers to communication and their impact on the patient assessment. • Detect a patient’s use of defense mechanisms and the resultant barriers to therapeutic communication. • Demonstrate professional patient interviewing techniques. 4. Discuss the use of therapeutic communication techniques with patients across the life span. 5. Compare and contrast signs and symptoms.
  • 4. 4 Physical Examination 6. the physical examination: • Outline the medical assistant’s role in preparing for the physical examination. • Summarize the instruments and equipment the provider typically uses during a physical examination. 7. Identify the principles of body mechanics and demonstrate proper body mechanics. 8. Outline the basic principles of gowning, positioning, and draping a patient for examination.
  • 5. 5 10. Describe the methods of examination and give an example of each one. 11. Outline the sequence of a routine physical examination. Also, prepare for and assist in the physical examination of a patient, correctly completing each step of the procedure in the proper sequence.
  • 6. 6 We must communicate effectively with patient and provide a warm, caring environment Medical care is extremely personal; remember that each patient is an individual with certain anxieties Understanding and Communicating with Patients
  • 7. 7 Sensitivity to Diverse Patient Groups Respect the individuality of patient and attempt to see person’s health problem through his or her eyes Examine your own values, beliefs, and actions to develop empathetic sensitivity to others
  • 8. 8 Patients of Asian backgrounds may have been raised in a culture that considers it extremely rude to establish eye contact Personal space may be an issue for patients from diverse backgrounds Older people face unique communications problems in the healthcare environment Patients may use religious beliefs and values to understand and cope with health problems Treating Diverse Patients
  • 9. 9 To be sure patients understand what you explain, have them explain it back to you Therapeutic Techniques
  • 10. 10 Restatement, reflection, and clarification Concentrate, understand, and listen Pay attention to nonverbal cues Active Listening Techniques
  • 11. 11 Includes gestures, facial expressions, and mannerisms Be aware of the cues your body language sends to patient Get feedback from patient to ensure you are understood Observe patient’s nonverbal communication cues Nonverbal Communication
  • 15. Sensitivity to Diverse Patient Groups  Diversity could be based on race, age, culture, religion, or physical qualities  Practice respectful patient care  Empathy: key to creating a caring, therapeutic environment  Value systems begin as learned beliefs and behaviors  Personal biases or prejudices are huge barriers to development of therapeutic relationships 15
  • 17. 17 Lean toward the patient to show interest Face patient squarely and at eye level Eye contact is essential A closed posture (crossed arms or legs) may indicate disinterest Be sensitive to the patient’s personal space Be careful with body gestures such as hand and arm movements Tone of voice should reflect interest in patient Observe patient’s body language Nonverbal Language Behaviors
  • 18. Understanding and Communicating with Patients  To provide high-quality patient care, we must communicate effectively  Healthcare professionals accept the responsibility of developing relationships with patients  Be aware of self-boundaries  Keep focus on the patient 18
  • 19. 19 Ask for general information or to state topic to be discussed in general terms Used to begin interview or introduce a new section of questions Effective method of gathering details from patient Open-Ended Questions or Statements
  • 20. 20 Ask for specific information Limits the answer to one or two words (usually yes or no) Use these when you need confirmation of specific facts Closed Questions
  • 21. 21 First and most important part of data collection Three stages: Initiation or introduction Body Closing Interviewing the Patient
  • 22. 22 Ensure privacy Prevent interruptions Prepare comfortable surroundings Take judicious notes Preparing the Appropriate Environment
  • 23. 23 Providing unwarranted assurance Giving advice Using medical terminology Leading questions Talking too much Defense mechanisms Interview Barriers
  • 24. Collecting the History Information  Documentation should include:  Purpose of patient’s visit, written as chief complaint (CC)  Patient’s vital signs (VS)  Height and weight  Pain; documented using a scale of 1 to 10 24
  • 25. Assessing Pain  Where is the pain located? Is it associated with any particular movement?  Can you describe how it feels? Is it constant or intermittent? Does anything relieve pain?  When was the onset of the pain? Did something cause the pain to start?  Are you taking any medication to relieve the pain? What is it and how often are you taking it? Is it effective? When was your last dose?  Does pain affect your daily activities?  On a scale of 1 to 10, with 10 being the highest level of pain, where would you rate your pain? 25
  • 26. 26
  • 27. Components of the Medical History  Database  Chief complaint (CC)  History of present illness (HPI)  Past history (PH) or past medical history (PMH)  Usual childhood diseases  Major illnesses  Surgeries  Allergies  Accidents  Immunization record 27
  • 28. Therapeutic Techniques  Feedback is crucial  Message can be sent via:  Face-to-face communication  Telephone  Email  Letter  Must become effective communicator  Play vital role in collecting and documenting patient information 28
  • 29. Active Listening Techniques  Restatement  Paraphrasing patient’s statements  Reflection  Repeating main idea of conversation while also identifying sender’s feelings  Clarification  Summarizes or simplifies the sender’s thoughts and feelings; resolves any confusion 29
  • 30. Nonverbal Communication  More than 90% of communication is nonverbal  Nonverbal actions:  Gestures  Facial expressions  Mannerisms  Observe nonverbal communication to become aware of message being conveyed 30
  • 31. Nonverbal Language Behaviors  Lean toward patient to show interest  Face patient squarely and at eye level  Eye contact  Be careful with body gestures  Watch your tone of voice  Continually observe patient’s body language  Documenting in an EHR can be distracting 31
  • 32. Open-Ended Questions or Statements  Asks for general information or states topic to be discussed  Effective method of gathering more details from patient about chief complaint or health history  Used:  To begin an interview  To introduce a new section of questions  Whenever person introduces a new topic 32
  • 33. Closed Questions  Direct, or closed, questions  Limits the answers to one or two words  Use closed questions when you need confirmation of specific facts 33
  • 34. Interviewing the Patient  Interview skills help to collect necessary information and build rapport with patient  Consider the interview a type of contract between you and patient  Three stages of patient interview:  Initiation or introduction  Body  Closing 34
  • 35. Preparing the Appropriate Environment  Ensure privacy  Prevent interruptions  Prepare comfortable surroundings  *****Take judicious notes 35
  • 36. Therapeutic Communication Techniques  Open-ended questions and statements  Direct or closed questions  Active listening  Silence  Establishing guidelines  Acknowledgment  Restating  Reflecting  Summarizing 36
  • 37. Interview Barriers  Providing unwarranted assurance  Giving advice  Using medical terminology  Leading questions  Talking too much  Defense mechanisms 37
  • 38. Defense Mechanisms  Denial  Suppression  Reaction formation  Projection  Rationalization  Undoing  Regression  Sublimation 38
  • 39. Communication Across the Life Span  Interact appropriately with the age and developmental level of patient  Children  Make sure environment is safe/attractive  Don’t offer a choice unless they can truly make one  Praise the child; reduce anxiety  Older children  Privacy  Adults  Patient education 39
  • 40. Assessing the Patient  Signs and symptoms  Symptoms: Subjective findings  Cardinal symptoms: symptoms of greatest significance  Signs: Objective findings  Can be observed or measured by provider or medical assistant 40
  • 41. Documentation Guidelines  Check name on record; confirm identity  Month, day, and year must precede entry  All unusual complaints, symptoms, or reactions must be noted in detail  Describe objective data  If patient reports pain, record quality and intensity of pain using a pain scale of 1-10  Document complete medication history  Record details about previous history  Learn to be observant 41
  • 42. Physical Examination  The medical assistant’s roles include:  Preparing the examination room  Assisting the patient  Assisting the provider 42
  • 43. Preparing the Examination Room  Stock with all equipment and supplies  Check expiration dates, and discard expired materials  Ensure the room is private, well lit, and a good temperature  Clean and disinfect room between patients to avoid infection  Be sure drapes, sheets, and gowns are ready to use  Arrange equipment for easy access  Observe Standard Precautions 43
  • 44. Assisting the Patient  Ensure medical record is complete and consent forms are signed  Introduce yourself and address patient by preferred name  Verify accuracy of insurance information by office policy  Obtain any preordered specimens  Measure height, body mass index, and vital signs 44
  • 45. Assisting the Provider  Hand out equipment and supplies as needed  Alter position of lamp and turn lights on/off as needed  Position the drape during phases of the examination  Collect and properly label all specimens  Perform follow-up diagnostic procedures as needed 45
  • 46. Supplies and Instruments Needed for Examination  Gauze  Antiseptic wipe  Specimen collection system  Lubricant  Tape measure  Clean nonsterile gloves  Fecal occult blood testing supplies  Percussion hammer  Tuning forks  ***you will be setting up for a physical exam 46
  • 47. Supplies and Instruments Needed for Examination  Ophthalmoscope  For inspection of inner eye structures  Tongue depressor  Holds tongue down during throat examination  Otoscope  For examination of the external auditory canal and tympanic membrane 47
  • 48. Principles of Body Mechanics  Used consistently in work environment  Proper alignment begins with good posture  When reaching for object:  Don’t twist or turn  Turn feet toward object  Don’t sit with legs crossed 48
  • 49. Transferring a Patient  Focus on correct body mechanics  Provide support on the patient’s strong side  Keep one hand under the axillary region and one on forearm  Always bend at the knees  Ensure the patient is safely positioned 49
  • 50. Draping the Patient  Drape the patient to protect privacy and keep the patient warm  Position the sheet so that it allows complete visibility for examiner to conduct examination  Expose one portion of body at a time during examination 50
  • 51. Positioning the Patient  Fowler position  Semi-Fowler position  Supine (horizontal recumbent) position  Dorsal recumbent position  Lithotomy position  Sims position 51
  • 52. Positioning the Patient  Prone position  Face down on ventral surface of the body  Knee-chest position  Difficult to maintain  Rarely used in ambulatory care setting 52
  • 53. Trendelenburg Position  Rarely used in ambulatory setting  Can be achieved only if examination table separates so that legs can be elevated higher than the head 53
  • 54. Methods of Examination  Inspection  Palpation  Percussion  Auscultation  Mensuration  Manipulation  ***very important to know 54
  • 55. Examination Sequence  General appearance  Disorientation, gait, posture, nourishment  Speech  Could reveal pathologic condition  Skin  Note fingernails and toenails  Head  How patient handles stress and illness  Eyes and ears  PERRLA 55
  • 56. Examination Sequence  Nose and sinuses  Mucosa examined for color/texture  Mouth and throat  Oral hygiene and dental care  Neck  Examined for range of motion (ROM)  Chest  Examine heart, chest, lungs  Abdomen  Relaxation of abdominal muscles  Reflexes  Checked in sitting, Fowler, and supine positions 56
  • 57. Examination Sequence  Breasts and testicles  Examined visually and by palpation  Testicular examination  Rectum  Maintain comfort and dignity  Examination gloves and lubricating jelly needed 57
  • 58. The Role of the Medical Assistant  Aid provider in examination of patient by preparing patient and necessary equipment  Ensure patient’s safety and comfort during examination 58
  • 59. Patient Coaching  Consider the following:  What information the patient needs to know  How to convey the information so that the patient understands it  How the patient will use the information  Whether any community resources are available that might help  Whether the patient understands and will learn more about health problems or treatment protocols 59
  • 60. Legal and Ethical Issues  HIPAA applications  Guard patient confidentiality during all parts of a visit  If paper records are used, place medical records facing the door  If EHRs are used, safeguard patient information by closing patient files and locking computers when you are out of the room  Place physician’s schedule away from patient areas 60
  • 61. Patient-Centered Care  Effective communication includes used of all therapeutic tools  Watch for nonverbal behaviors to verify congruence between what patient states and demonstrates via body language  Modify communication methods as needed  Use restatement, reflection, and clarification  Use electronic communication appropriately and effectively 61
  • 62. 62