Patient Assessment in the Nursing Process

Patient assessment is the first and most critical step in the nursing process. It provides the foundation for clinical decision-making, ensuring accurate diagnoses and safe, effective patient care.

In addition, nurses perform different types of assessments, from comprehensive health evaluations to emergency rapid assessments, using structured frameworks like the ABCDE approach and the IPPA physical examination method.

Understanding these techniques helps nurses detect early warning signs, prevent complications, and provide high-quality care.

To understand how patient assessment integrates into the nursing process, this guide explores:

  1.  The steps of the nursing process
  2.  Primary vs. secondary surveys
  3.  Physical examination techniques (IPPA)
  4.  Emergency and focused health assessments
  5.  Challenges in assessing patients
  6.  Trends in patient assessment 

Understanding the Nursing Process in Patient Assessment

The nursing process is a systematic, patient-centered framework for delivering healthcare. It consists of five key steps, each playing a role in assessment and decision-making:

The Steps of the Nursing Process

 1️⃣ Assessment – Collecting patient history, symptoms, and clinical findings
 2️⃣ Diagnosis – Identifying health problems based on data analysis
 3️⃣ Planning – Setting goals and developing an intervention strategy
 4️⃣ Implementation – Carrying out the nursing interventions
 5️⃣ Evaluation – Assessing the effectiveness of care and making adjustments

 A structured nursing process ensures that patient assessment is systematic, minimizing errors and improving patient outcomes.

Assessment: Subjective vs Objective

As the first step in the nursing process, the initial nursing assessment is a fundamental component of this framework. 

This assessment involves the systematic and continuous collection of data, followed by the sorting, analyzing, and organizing of that data to inform the development of a tailored care plan. (Toney-Butler & Unison-Pace, 2019). 

  • Subjective data
  • The information is directly reported by the patient and family. For instance:

  • ✅ Chief complaints: “I feel like I can’t breathe properly.” / “I feel dizzy and nauseous.” 

    ✅ Current and past medical history 

    ✅ Elimination, sleep, nutrition, and activity patterns 

    ✅ Patient perception of their health condition

    ✅ Psychosocial and spiritual factors

Objective data

May include vital signs, physical appearance, and the presence of any abnormalities or deviations from the normal range. 

The following are examples of objective cues: 

✅ Vital signs:

Blood pressure: 90/60 mmHg

Heart rate: 110 bpm (tachycardia)

Oxygen saturation: SpO₂ 89%

ECG: ST-elevation detected

✅ Level of consciousness

Glasgow Coma Scale – GCS

✅ System-specific examinations

 Respiratory, cardiovascular, and neurological assessments

✅ Functional status and independence in ADLs

Activities of Daily Living

By integrating subjective and objective data, the nurse can thoroughly understand the patient’s unique circumstances, including their cultural, spiritual, and physical needs.

Lastly, this individualized approach, rather than a one-size-fits-all approach, is crucial in delivering evidence-based, patient-centered care that optimizes health outcomes(Toney-Butler & Unison-Pace, 2019).

The First Step: Conducting a Comprehensive Nursing Assessment

Types of Patient Assessments in Nursing

Nurses perform different types of assessments depending on the patient’s condition:

  1. Comprehensive Assessment – Full health history and physical exam
  2. Focused Assessment – Targeted evaluation of a specific issue (e.g., chest pain)
  3. Emergency (Rapid) Assessment – Quick assessment in life-threatening situations
  4. Follow-up Assessment – Monitoring progress in chronic conditions
Key Components of a Comprehensive Assessment


 ✅ Subjective Data

Includes the symptoms, medical history, and patient-reported family.

 ✅ Objective Data

Focused on vitals, physical exam findings, diagnostic test results

Combining both subjective and objective insights improves clinical decision-making and ensures patient-centered care.

Assessment Tools & Standard Formats

Indonesian nurses use structured forms based on SDKI and focused data, which may include:

  1. SOAP format (Subjective, Objective, Assessment, Plan)
  2. SDKI format (problem, etiology, signs/symptoms)
  3. SLKI format (expected outcomes)
  4. SIKI format (specific nursing interventions)

Documentation and Communication of Assessment

All assessment findings must be documented accurately and promptly. Documentation can follow formats like SOAP  for effective communication between healthcare providers.

Example:

S: Patient complains of abdominal pain for the past 2 hours

O: BP 140/90 mmHg, pulse 96 bpm, tense abdomen

A: Acute pain

P: Monitor vital signs, collaborate with physician, provide pain education

The Primary Survey: Immediate Patient Assessment in Nursing

What Ways to Conduct Initial Survey?

When rapid decision-making is required, the Primary Survey prioritizes life-threatening conditions using the ABCDE approach:

🚑 The ABCDE Nursing Assessment Approach

 A – Airway: Is the airway open and clear? (Check for obstructions, choking, trauma)
 B – Breathing: Is the patient breathing effectively? (Assess respiratory rate, oxygen levels)
 C – Circulation: Is there adequate blood flow? (Check pulse, blood pressure, skin color)
 D – Disability: Is neurological function intact? (Evaluate Glasgow Coma Scale, pupils)
 E – Exposure: Are there hidden injuries or environmental risks? (Check for burns, wounds, temperature)

Additionally, the OLD CART method helps assess symptoms comprehensively:

Here’s a breakdown of what each letter stands for:

O: Onset – When did the symptom start?

L: Location – Where is the symptom located?

D: Duration – How long has the symptom been present?

C: Characteristics – What is the symptom like (e.g., sharp, dull, throbbing)?

A: Aggravating and Alleviating Factors – What makes the symptom worse or better?

R: Radiation – Does the symptom spread to other areas?

T: Timing – Is there a pattern to the symptom (e.g., time of day, after meals)?

S: Severity – How severe is the symptom on a scale of 1 to 10?

This mnemonic helps ensure a comprehensive and systematic approach to patient assessment, which is crucial for accurate diagnosis and treatment planning.

Secondary Survey: In-Depth Assessment for Clinical Decision-Making

  1. General Appearance & Vitals (Consciousness level, skin color, temperature)
  2. Neurological Assessment (GCS, PERRLA, motor response)
  3. Cardiovascular & Respiratory Systems (Heart sounds, lung auscultation, perfusion)
  4. Musculoskeletal Evaluation (Fractures, range of motion, pain assessment)
  5. Skin & Wounds (Bruising, rashes, infections)

 The secondary survey helps detect hidden injuries and conditions that may not be obvious in the primary survey.

Holistic and Cultural Assessment in the Indonesian Context

Nurses in Indonesia must consider the patient’s cultural values, traditions, and beliefs during the assessment process which includes the following:

✅ Firstly, the beliefs in traditional medicine – Many patients still rely on herbal remedies or traditional practices as part of their healing process.

✅ Secondly, family involvement in decision-making- Families often play a central role in determining medical interventions or care plans.

✅ Lastly. the religious or spiritual preferences in care – Religious beliefs can influence how patients respond to medical procedures and the healing process.

Physical Examination Techniques in Nursing Assessment

A physical examination follows four key techniques, often abbreviated as IPPA (Inspection, Palpation, Percussion and Auscultation):

The IPPA Method: 4 Steps of Physical Assessment

 1️⃣ Inspection – Visually assessing posture, skin color, symmetry
 2️⃣ Palpation – Using touch to check for swelling, temperature, tenderness
 3️⃣ Auscultation – Listening to heart, lung, and bowel sounds with a stethoscope
 4️⃣ Percussion – Tapping the body to detect abnormal air, fluid, or masses

 A structured assessment ensures consistency and accuracy in diagnosing patient condition.

Challenges in Patient Assessment

Nurses face multiple challenges in performing effective patient assessments, particularly in emergency settings.

  1. Time Constraints – In high-acuity cases like myocardial infarction, rapid decision-making is crucial but challenging.
  2. Inconsistent Patient History – Some patients may be unconscious, confused, or unable to provide accurate medical history.
  3. Limited Resources – In rural or under-resourced hospitals, lack of ECG machines, cardiac biomarkers, or diagnostic imaging can delay diagnosis.
  4. Atypical Presentations – Some patients (especially women, elderly, and diabetics) may not present with classic symptoms of conditions like myocardial infarction, making diagnosis harder.
  5. High Patient Load – Emergency nurses often juggle multiple critical patients, making detailed assessments difficult.

Solutions to Overcome Challenges:

  1. Use standardized protocols (e.g., ABCDE, IPPA) to streamline assessments.
  2. Improve communication between emergency teams to gather collateral history from family or EMS.
  3. Implement point-of-care testing (POCT) for quicker diagnostics in resource-limited settings.

Emerging Trends in Patient Assessment

Recent advancements have introduced innovative tools that enhance nursing assessments:

🚀 Artificial Intelligence in Patient Triage AI-powered triage systems analyze vital signs and symptoms to predict high-risk cases faster. AI chatbots also help assess patient conditions remotely, streamlining hospital workflows.

🩺 Point-of-Care Ultrasound (POCUS) Unlike traditional ultrasound, POCUS provides instant bedside imaging, assisting in real-time diagnosis of heart conditions, lung disease, and internal fluid accumulation.

Why Patient Assessment is the Foundation of Quality Nursing Care

An organized patient assessment is essential for accurate diagnosis, successful treatment, and patient safety.

Nurses can use the nursing process, primary and secondary surveys, and physical examination procedures to enhance patient outcomes and deliver evidence-based care.

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References
    1. Sánchez-Salmerón, R., Gómez-Urquiza, J. L., Albendín-García, L., Correa-Rodríguez, M., Martos-Cabrera, M. B., Velando-Soriano, A., & Suleiman-Martos, N. (2022). Machine learning methods applied to triage in emergency services: A systematic review. International Emergency Nursing, 60, 101109. https://doi.org/10.1016/j.ienj.2021.101109
    2. Toney-Butler TJ, Unison-Pace WJ. Nursing Admission Assessment and Examination. In: StatPearls. StatPearls Publishing, Treasure Island (FL); 2023. PMID: 29630263.