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Comprehensive Assessment The Keys to Unlocking the Mystery of Assessment

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Comprehensive Assessment

The Keys to Unlocking the Mystery of Assessment


Objectives:

  • Share practices with staff from other facilities

  • Understand what data collection is and what role it has in completing comprehensive assessments

  • Complete a comprehensive assessment


  • The discussions today are not about how to complete an MDS.

  • The discussions will not be all inclusive, nor is everything absolutely required.

  • The discussions will be about the process for completing a comprehensive assessment.

  • The discussions will be interactive, we will all have an opportunity to learn from each other.


  • Due to the confidential nature of my position, I am not allowed to know what I am doing.


Nursing Process

  • Based on nursing theory developed by Jean Orlando in the 1950s

  • Nursing care directed at improving outcomes for the resident, not nursing goals

  • Essential part of the care planning process


  • It takes time to understand the process and many fight it every step of the way, until one day a light bulb goes on.


  • The process provides a framework for planning and implementing resident care and helps to solve problems.

  • The interdisciplinary team has primary responsibility, but all personnel take part in the process such as in data collection or implementation.


The Nursing Process in 5 Steps

  • Assessment

  • Diagnosis

  • Planning

  • Implementation

  • Evaluation


  • Diagnosis: A complex problem requiring a series of intellectual steps to analyze the data collected.

  • Planning: Involves setting priorities, establishing goals or objectives, establishing outcome criteria, writing a plan of action and developing a resident care plan.


  • Implementation: Setting the plan in motion and delegating responsibility for each step. Communication is essential to the process. The health care team are responsible to report back all significant findings or changes.


  • Evaluation: The process is an ongoing event. Involves not only analyzing the success of the goals and interventions, but examining the need for adjustments as well. Evaluation leads back to assessment and the whole process begins again.


Assessment

  • Assessments of nursing home residents should be accurate, comprehensive, interdisciplinary, and individualized.

  • How are assessments done in your facility?

  • Is there a system to collect data accurately and efficiently?

  • Do staff understand the importance of the information requested?


What is an assessment?

  • An assessment is not filling in a checklist or assessment tool.


  • Assessments need to be routinely done the schedule often driven by resident need.

  • Not all needs and assessments will be addressed by the RAI process.


Data Collection

  • Objective Data: Detected by the observer and can be measured by accepted standards

  • Subjective Data: Can only be described by the resident/family

  • Data can be variable or constant

  • Interview formally and informally with specific questions


  • Once the data is collected, the members of the interdisciplinary team take the data and analyze it in order to complete the comprehensive assessment.


  • Critical thinking is the active, organized cognitive process of analyzing the data collected.

  • The interdisciplinary team draws on knowledge of standards of care, aging process, disease process, physical sciences, psychosocial knowledge, experience, and other areas to analyze the information collected.


  • Assessments can be: initial assessments, focused assessments, and/or time lapsed assessments

  • The KEY to the assessment process is asking the question why when you have the answer to why your assessment may be complete and interventions may be developed


Assessment Types

  • The following assessments are required by the RAI process or based on resident need, review RAP tips

  • The list is NOT all inclusive

  • The assessment types completed with the ID Team will be driven by resident need


  • The summary of information identified with the assessment types are suggestions (triggers) for consideration when completing the assessment if the suggestion is not an issue, dont include it in the assessment

  • The triggers are not required in the assessment unless the IDT determines it pertinent to the residents assessment


Delirium Assessment

  • Six Areas Usually the Underlying Cause of Delirium:

  • Medications

  • Infectious Process

  • Psychosocial Environment

  • Diagnoses/Conditions

  • Elimination Problems

  • Sensory Losses


Medications

  • Review all medications, number of meds including PRNs

  • Age 85 or older

  • Drug levels beyond or at the high end of therapeutic


  • New medications correspond with onset?

  • OTC drugs with anticholinergic side effects

  • Medications with contraindications for the elderly

  • Keep abreast of medication updates


Infectious Process

  • Elevation of baseline temperature

  • History of lower respiratory infection or urinary tract infection

  • History of chronic infection


Psychosocial Environmental Issues

  • Recent relocation or change in personal space

  • Recent loss of family/friend/room mate

  • Isolation

  • Restraints

  • Increase in sensory stimulation


Diagnoses and Conditions

  • Diabetes hypo/hyperglycemia

  • Hypo/Hyperthyroidism

  • Hypoxia-COPD, URI

  • ASHD

  • Cancer

  • Head Trauma - falls

  • Dehydration, Fever

  • Surgical Complications

  • Cardiac Dysrhythmias, CHF


Elimination Problems

  • Urinary Problems:

  • History of incontinence, retention, catheter

  • Signs/symptoms of dehydration, tenting, elevated BUN

  • Decreased urinary output

  • Taking anticholinergic medications

  • Abdominal distention


  • Gastrointestinal Problems:

  • Decreased number of BMs or constipation

  • Decreased fluid and/or food intake

  • Abdominal distention


Sensory Losses

  • Hearing - hearing aid not functioning

  • Vision - glasses lost, misplaced

  • Recent sleep disturbances

  • Environmental changes such as a new room


  • Consider pain and pain management as a potential contributing factor to delirium re evaluate pain status

  • New onset or poorly managed chronic pain


Cognitive Assessment

  • Complete a screening test for cognitive deficits several available

  • Assess for memory loss vs. slow retrieval of info

  • Rule out delirium


  • Screen for depression may be part of the dementia or mimic dementia

  • Screen for systemic illness may cause or worsen dementia

  • Medications review, any changes

  • History from resident/family/significant other

  • Determine forgetfulness vs. cognitive impairment


Quick Tool

  • DEMENTIA

  • D dehydration, depression

  • E endocrine, environmental changes, electrolyte abnormalities

  • M medications, metabolic diseases

  • E eye/ear disease


  • N nutritional deficiencies

  • T tumor, trauma

  • I infections, impaction, ischemia, insomnia

  • A anemia, anorexia, alcoholism, anesthetics


  • Memory test MMSE most common, many available

  • Competency ability to make decisions regarding self; if unable, are there legal instruments in place to legally give decision making authority to another, if not, does a process need to be initiated what decisions is the resident capable of still making


Vision Assessment

  • Ocular and medical history

  • Medications

  • History/surgeries

  • Degree of visual acuity/loss


  • One/both eyes affected

  • Is further loss expected

  • Most recent eye exam/current Rx

  • Signs of infection, trauma

  • Appropriate use of visual appliances

  • Environmental modifications more light, less light, large numbers, bright colors


  • Any recent, acute changes

  • Complaints about vision, pain

  • Observe resident compensating for vision, field cuts


Communication Assessment

Assessment may include:

  • Understanding

  • Speaking

  • Reading and writing

  • Appropriate use of language


  • Review medical history, medications

  • Does the resident have any problems with communication hearing, vision, aphasia

  • Any communication devices history, are/were they effective, concerns

  • Any limitations in ability to communicate dyslexia, dementia


  • Consults ST, OT, audiologist, etc any already done, any referrals needed

  • Consider cultural, spiritual issues affecting language ability

  • Work with family, significant other on communication techniques


ADL/Rehab Potential Assessment

  • Review medical social history, meds

  • Observe the resident for a period of time, with adequate time can the resident complete the task independently, with set up, stand by, partial or total assist


  • Review consults PT, OT consider referral

  • Does the residents ability vary over the course of the day any recent change in ability

  • Is the resident able to complete tasks if broken into shorter tasks, with step by step instructions

  • Does the resident need a device to complete the task consider all devices, which would be appropriate for use why, why not


  • How does culture, mood, behavior effect the residents ability to complete ADLs

  • Consider mobility limitations neurological, musculoskeletal

  • Can any factors affecting ADLs/mobility be modified, improved why, why not


Urinary Incontinence/Catheters Assessment


  • Prior history of urinary incontinence onset, duration, characteristics, precipitants, associated symptoms, previous treatment/management

  • Voiding patterns over several days incontinent, voided on toilet, dry with routine toileting

  • Medication review

  • Patterns of fluid intake amounts, times of day


  • Use of urinary tract stimulants or irritants

  • Pelvic and rectal exam prolapsed uterus or bladder, prostate enlargement, constipation or fecal impaction, use of cath, atrophic vaginitis, distended bladder, bladder spasms

  • Identification and/or potential of developing complications skin irritation, breakdown


  • Functional and cognitive capabilities impaired cognitive function, dementia, impaired mobility, decreased manual dexterity, need for task segmentation, decreased upper/lower extremity muscle strength, decreased vision, pain with movement, behaviors effecting toileting

  • Types of physical assistance necessary to access toilet and prompting needed to encourage urination


  • Diagnoses

  • Tests or studies indicated to identify the type(s) of urinary incontinence PVRs, UA/UC or evaluations assessing the residents readiness for bladder rehab programs

  • Environmental factors and assistive devices that may restrict or facilitate the use of the toilet


Assess Type of Incontinence

  • Urge incontinence urgency, frequency, nocturia

  • Stress incontinence loss of small amounts of urine with activity

  • Mixed incontinence combination urge and stress incontinence


  • Overflow incontinence bladder is distended from urinary retention

  • Functional incontinence secondary to factors other than inherently abnormal urinary tract function

  • Transient incontinence temporary or occasional incontinence


Indwelling Catheter

  • Clinical rationale for use of an indwelling catheter and ongoing need

  • Determination of which factors can be modified or reversed

  • Alternatives to extended use of an indwelling catheter


  • Assess the risks vs. benefits of an indwelling catheter

  • Potential for removal of the catheter

  • Consideration of complications resulting from the use of an indwelling catheter

  • Develop plan for removal of the indwelling catheter based on assessment


Psychosocial Assessment

  • Wide variety of assessments to consider emotional, behavioral, spiritual, psychological, gerontological, financial input into physical

  • Significant input from resident, significant others

  • Key role in length of stay and appropriate planning

  • Key assessment in assisting to develop whole person planning


  • Social history

  • Psychosocial well being

  • Social interactions

  • Spiritual/Legal/

    Emotional

  • Financial

  • Discharge potential/

    Placement


Social History

  • Born and raised? Where did they live throughout their adult life?

  • Siblings, parents still alive, relationship

  • Education, military

  • Marriage, children, significant others current involvement

  • Work history

  • Organizations member of, hobbies, religion

  • Cultural/ethnic background/traditions

  • Pets


Psychosocial Well-Being

  • Personality abuse history

  • Speech/communication, hearing, vision any impairments, any outside services needed

  • General behavior/mood

  • General cognition

  • General interactions with others

  • Related diagnoses, psych history


Social Interactions

  • With family, spouse, significant other, friends

  • Sexual

  • Other residents

  • Staff

  • Others

  • Recent losses/Significant losses family, home, pets


Spiritual/Emotional/Legal

  • Adjustment issues

  • Spiritual/cultural beliefs related to medical care and receipt of treatment

  • Abuse financial, physical, emotional, sexual consider restraining orders

  • Advanced directives, living wills, health care proxy, POA, financial guardian, guardian of person or guardian of both

  • Sale of large items home, business


Financial

  • Pay Source

  • Business matters does the resident complete their own business or does a family member, POA, trustee, guardian, etc.

  • Will the resident need help related to insurance issues, qualifying and applying for medical assistance, etc.


Placement/Discharge

  • Adjustment/length of stay

  • Pets who is caring for the pets

  • Services needed after discharge if short term

  • Coordination with family, significant others any training/education needed prior to discharge


Mood Assessment

  • Evaluated by observation of the resident and verbal content

  • Most common, although under treated, mood disorder is depression


  • Mood can affect cognitive function

  • Depression can create a pseudodementia

  • Anxiety often related to depression, phobias, obsessions

  • Delusions common in 40% of residents with dementia

  • Many tools available to assist with assessing mood disorders

  • What signs/symptoms is resident displaying


  • Review diagnoses, medications

  • Utilize tools, as appropriate

  • History of abuse, alcohol or drug use, mood disorder


  • Is this a short term issue/adjustment reaction

  • Is there a pattern, is it cyclical

  • Has the resident received mental health services in the past, would a referral be appropriate

  • Does mood respond to treatment meds, psychosocial therapy


Behavior Assessment

  • Define the behavior and the scope

  • Determine if there is a pattern to the behavior

  • What, if anything, does the resident behavior respond to

  • Rule out delirium


  • Listen carefully to what the resident is saying during the behaviors

  • Observe the resident for periods of time over the course of several days what do they say, what do they do before, during, and after the behaviors pay particular attention to the antecedents of the behavior

  • Review the social history including the cultural background


  • Is the behavior truly a behavior or is it something that is outside the accepted societal norms

  • Is the behavior creating a danger to the resident or someone else immediacy of the issue, effectiveness of interventions, level of supervision required


Physiological Causes

  • Diagnoses

  • Medications

  • Fatigue how is the resident sleeping

  • Physical discomfort - pain, constipation, gas


  • Infectious process

  • Trauma to the head

  • Physical assessment vital signs, O2 sats, bowel and lung sounds, blood sugar, palpate for pain/distress


Environmental Causes

  • Sudden movements

  • Unfamiliar surroundings, people

  • Difficulty adjusting to changes in lighting


  • Temperature too hot, too cold

  • Uncomfortable, ill-fitting clothing

  • Disruption in routine

  • Staffing issues


Sensory Causes

  • Sensory overload too much noise, clutter, activity

  • Hearing does the resident understand what you are saying

  • Vision can the resident see what youre doing, is the lighting adequate

  • Sudden physical contact, startling noises


Other Causes

  • Tasks not broken into manageable steps

  • Activity not age appropriate

  • Change in routine


  • Resident feelings belittled, reprimanded, scolded

  • Lack of control, feelings of loss

  • Lack of validation

  • Inability to communicate

  • Depression


Activity Assessment

  • Review medical history any limitations to activity type/level

  • Obtain history of activities level of activity, preferences, dislikes, group vs. individual, outside groups


  • How much assistance does the resident need to attend and participate in activities what needs to be done to improve independence

  • How does the resident feel about leisure activities good idea, waste of time

  • Do the scheduled activities meet the residents needs or will something need to be added/changed


  • If the residents activity level has declined why illness, fatigue, mood, isolation, adjustment issues, disinterest in activities offered

  • If behaviors/moods are identified, are there activities that could be provided to assist with improving them


Falls Assessment

  • 10-20% of falls cause serious injuries

  • Falls usually occur due to environmental or physical reasons

  • For many, goal is to minimize, not eliminate falls


The Three Whys

  • Why is the resident on the move?What are they trying to do?

  • Why cant the resident stay upright?

  • Why arent the existing interventions effective? Are they as effective as they can be?


Environmental Risks

  • Poor Lighting

  • Clutter

  • Incorrect bed height

  • Ill functioning safety devices

  • Improperly maintained or fitted wheelchairs

  • Wet floors

  • Staffing issues


Physical Risks

  • Weakness

  • Gait disturbance

  • Medications especially psychoactive drugs, vascular medications

  • Diagnoses


  • Poor foot care ill fitting shoes

  • Inappropriate use of walking aids

  • Infectious process

  • Sensory changes

  • Decreased/change in range of motion


Nutritional Status Assessment

  • Medical history diagnoses, meds, pain

  • Weight/Lab data

  • Clinical findings

  • Dietary history


Weight Data

  • Height, weight usual/norm, desirable

  • Any recent weight changes were changes planned

  • Measurements as appropriate girth, LE, UE

    Lab data review any pertinent labs high/low, dietary needs


Clinical Findings

  • Physical signs hair, skin, eyes, mouth

  • Daily routines meal times, alcohol use, drug use, smoking history, exercise

  • GI function appetite, sense of taste, problems chewing/swallowing, sense of smell, digestive upset (nausea, vomiting, heartburn, distention, cramping)

  • Bowel history


Dietary History

  • Favorite foods how often do you eat them

  • Food dislikes

  • How do you feel about food

  • Food allergies

  • Special diet history, family history

  • Typical food intake

  • At home who cooked, facilities available, shopping availability


Assess Data Gathered

  • What are the residents nutrition/hydration needs

  • Consider appropriate diet altered diet, special diet, increased protein, increased fiber, supplements, etc.


  • Consider any additional monitoring, follow up needed

  • Consider any meal time assistance needed

  • Consider diet changes to increase independence finger foods


Feeding Tube Assessment

  • Why is the tube feeding necessary

  • Were alternatives assessed prior to placement

  • Is the resident NPO or is some oral intake allowed

  • Is the tube intended to be long or short term


  • Review risks and benefits of placement

  • Assess the efficacy of the tube feeding calorie and hydration needs, type of formula

  • Assess for complications irritation at site, infection, diarrhea, aspiration, displacement, pain, distention, cardiac issues

  • Assess for ongoing need


Dehydration/Fluid Maintenance Assessment

  • Identifying the resident at risk for dehydration and minimizing the risk

  • Identifying dehydration in a resident and assessing the cause


Risks for Dehydration

  • Fluid loss and increased fluid need diarrhea, fever

  • Fluid restrictions related to diagnosis renal failure, CHF

  • Functional impairments unable to obtain fluid on their own or ask for it

  • Cognitive impairments forget to drink or how to drink, behaviors

  • Availability, consistency


Assess for Dehydration

  • Diagnoses? Does the resident have a lack of sensation of thirst or inability to express feelings of thirst?

  • Any changes in medications?

  • Recent infection? Fever?


  • Intake and output are they balanced?

  • Current lab tests hematocrit, serum osmolality, sodium, urine specific gravity, BUN

  • Physical assessment review for signs of dehydration

  • Cognitive assessment does the resident remember to drink or know how?

  • Physical limitations is the resident physically capable of obtaining their own fluid?


Symptoms of Dehydration

  • Irritability and confusion

  • Drowsiness

  • Weakness

  • Extreme Thirst

  • Fever

  • Dry skin and mucous membranes


  • Sunken eyeballs

  • Poor skin turgor

  • Decreased urine output

  • Increased heart rate with decreased BP

  • Lack of edema in someone with history of edema

  • Constipation/impaction


Dental Care Assessment


Non-Oral Considerations

  • Assess cognitive impairment

  • Assess functional impairment

  • Institutionalized residents at very high risk for oral disease

  • Medications and radiation used

  • Behaviors/attitudes/culture


Oral Related Factors

  • Mouth related conditions, history of oral disease, periodontal disease

  • Xerostomia (complaints of dry mouth) and/or SGH (salivary gland hypofunction reduced saliva flow)

  • Excessive salivation review diagnoses, medications


Oral Assessment

  • Tools available for screening Brief Oral Health Status Examination (BOHSE)

  • Natural teeth, dentures, partials, implants

  • Observe oral cavity condition of tissue, soft palate, hard palate, gums

  • Natural teeth broken, caries


  • Condition/fit of dentures, partial

  • Saliva over/under production

  • Oral cleanliness review dental habits

  • Any complaints of pain, oral concerns


Pressure Ulcer Assessment


  • A resident at risk can develop a pressure ulcer in 2 to 6 hours

  • Identify which risk factors can be removed or modified

  • Should address the factors that have been identified as having an impact on the development, treatment and/or healing of pressure ulcers


  • Research has shown that a significant number of PUs develop within the first four weeks after admission to a LTC facility

  • Many clinicians recommend using a standardized pressure ulcer risk assessment tool to assess pressure ulcer risk upon admission, weekly for the first four weeks after admission, then quarterly and as needed with change in cognition or functional ability


  • An overall risk score indicating the resident is not at high risk of developing pressure ulcers does not mean that existing risk factors or causes should be considered less important or addressed less vigorously


  • Risk Factors

  • Pressure Points

  • Under Nutrition and Hydration Deficits

  • Moisture and its Impact on Skin


Risk Factors

  • Impaired/decreased mobility and decreased functional ability

  • Co-morbid conditions end stage renal disease, thyroid disease, diabetes

  • Drugs that may effect wound healing - steroids


  • Impaired diffuse or localized blood flow generalized atherosclerosis, lower extremity arterial insufficiency

  • Resident refusal of some aspects of care and treatment what behaviors and how do they impact the development of PUs

  • Cognitive impairment


  • Exposure of skin to urinary and fecal incontinence

  • Under nutrition, malnutrition, hydration deficits

  • A healed ulcer history of a healed pressure ulcer and its stage


Pressure Points/Tissue Tolerance

  • Include an evaluation of the skin integrity and tissue tolerance after pressure to that area has been reduced or redistributed


  • Pressure ulcers are usually located over a bony prominence but may develop at other sites where pressure has impaired the circulation to the tissue

  • Regularly assess the skin of residents identified at risk for PUs


  • If the resident is dependent for positioning and spends time up in a chair and in bed, it may be appropriate to review the tissue tolerance both lying and sitting

  • When reviewing tissue tolerance, identify if the resident was sitting or lying, any pressure reducing/relieving devices utilized, the amount of time sitting/lying before the tissue was observed


Under-Nutrition and Hydration Deficits

  • Severity of nutritional compromise

  • Severity of risk for dehydration

  • Rate of weight loss or appetite decline

  • Probable causes

  • The residents prognosis and projected clinical course

  • Residents wishes and goals


Moisture and Its Impact

  • Differentiate between dermatitis and partial thickness skin loss (pressure ulcer)

  • Does the resident have urinary incontinence, bowel incontinence, sweating

  • Is the resident impacted by moisture if so, how does the moisture impact the resident


Psychotropic Assessment


  • What psychotropic(s) is the resident on

  • Why is the resident on the medication(s)

  • How does the medication maintain or improve the residents functional status

  • When was the medication(s) started at what dose(s)


  • What is the history of psychotropic use for the resident medications, dosages, response to the med/dose

  • Medical history including diagnoses, hospitalizations

  • Based on the review of the medication(s)-

  • What are the specific behaviors being targeted


  • Has the behavior(s) being targeted improved/declined what is the frequency and severity how are you monitoring/tracking

  • What are the non-pharmaceutical interventions in place and what is the effectiveness

  • Are there any side effects from the medication(s)

  • Is a reduction appropriate/required ensure minimal effective dose


Physical Restraint Assessment

  • Why is the restraint being used

  • What are the least restrictive options for restraint use

  • When does the resident need to be restrained when doesnt the resident need to be restrained


  • Unless an emergent situation is identified, complete a comprehensive assessment before applying the restraint

  • What is the benefit of restraint use for the resident

  • Compare the identified risks to the identified benefits

  • Use the assessment process to avoid or minimize the use of restraints


  • If a diagnosis is driving the use of the restraint, individualize that diagnosis to the resident what does it mean for that resident to have that diagnosis

  • If a behavior is driving the use of the restraint, individualize that behavior to the resident what does it mean for that resident to have that behavior


  • If a cognitive issue is driving the use of the restraint, individualize that issue to the resident what does it mean for that resident to have that issue


  • Once the reason for the restraint has been determined, assess the least restrictive options available

  • Determine what interventions, in conjunction with restraint use, could be utilized to minimize restraint use

  • Determine any times the resident may be without restraint meal times, activities, toileting how much supervision is required when not restrained


Pain Assessment

  • A comprehensive assessment is essential to adequate pain relief

  • Pain is a subjective experience its as real as the resident communicates it is

  • Start the assessment process with the resident


Resident Interview

  • Describe the pain location, onset, intensity, pattern

  • Quality constant vs. intermittent, dull vs. sharp, burning vs. pressure

  • Aggravating/relieving factors


Physiological Indicators

  • Abnormal vital signs

  • Change in level of consciousness

  • Functional status

  • Head to toe assessment focus on musculoskeletal and neurological

  • Observe the pain response in relation to activity


Behavioral Indicators

  • Muscle tensing, rigid posturing

  • Facial grimaces/wincing, furrowed brow, narrowed eyes, clenched teeth, tightened lips

  • Pallor/flushing

  • Agitation, restlessness

  • Crying, moaning, grunts, gasps, sighs

  • Resisting cares, combative


Other Factors to Consider

  • History of pain experience and past management

  • Sleep patterns increased fatigue may decrease the ability to tolerate pain

  • Environment moist, cold, hot

  • Religious beliefs

  • Cultural beliefs, social issues/attitudes

  • Interview staff what is their knowledge of the residents pain


Reassessment of Pain

  • Its essential to an effective pain management program to have systems ensuring ongoing assessments of pain management interventions

  • With changes in interventions, ensure the assessment is completed for a period of time long enough to determine the effectiveness of the implemented intervention


Assessing Pain in Cognitively Impaired Residents

  • Interview family/significant others

  • Any functional changes in activity

  • Complete a physical assessment and assess physiologic and behavioral indicators as well as other factors

  • If pain is suspected, consider a time limited trial of an analgesic and closely monitor and continually reassess


Bowel Assessment

  • Its important to assess bowel habits with a 3 to 5 day history of patterns some resources recommend a longer period of time to establish a reliable pattern


Characteristics of the Bowel Incontinence

  • Onset, duration, frequency

  • Stool consistency and amount

  • Timing night, day or both, relationship to meals

  • Associated symptoms urgency, straining, blood in stools

  • Normal bowel pattern

  • History of laxative use stimulants, bulk laxatives, suppositories


Relevant Past Medical History

  • Past surgeries anorectal, intestinal, laminectomy

  • Past childbirth number of children, traumatic deliveries

  • History of pelvic radiation

  • Gastrointestinal disorders bowel infection, irritable bowel syndrome, diverticulitis, ulcerative colitis, Crohns disease

  • Metabolic disorders

  • History of constipation and/or fecal impaction


Medication Use

  • Diuretics

  • Antibiotics

  • Antihistamines

  • Antispasmodics

  • Tricylic Antidepressants

  • Narcotics


Level of Activity/Functional Status

  • Able to toilet self

  • Ambulatory/Non-ambulatory

  • Bedfast

  • Independent with transfers

  • Assistance with transfers mechanical or 1-2 person assist


Cognitive Status

  • Memory loss short or long term

  • Resident can/can not identify the need to have a BM

  • Resident is able/unable to ask for help to get to the bathroom

  • Resident can recognize the toilet and know its use


Diet History

  • Hydration status ability to obtain fluid on their own

  • Caffeine use

  • Amount of bulk in diet

  • Eating pattern consistently eats 3 meals a day or only eats breakfast


Environmental Characteristics

  • Accessible bathroom

  • Bedside commode

  • Restrictive clothing

  • Availability of caregivers

  • Adaptive devices to toilet


Physical Examination

  • Abdominal examination presence of masses, distention, bowel sounds

  • Neurological examination evidence of peripheral neuropathy


  • Rectal exam

    -Condition of perineum excoriation

    -Anorectal conditions fissures, hemorrhoids, transient, deformity

    -External anal sphincter tone

    -Fecal mass or impaction

    -Prostatic enlargement


Laboratory and Other Tests

  • Stool cultures

  • Abdominal x-ray

  • Barium enema

  • Ova and Parasite


Self Administration of Medication (SAM) Assessment

  • Does the resident wish to SAM

  • Review medical history including medications

  • Any history of concerns related to administering own medications


Review Cognitive Ability

  • Are there any cognitive deficits would they affect the residents ability to SAM how

  • Is the resident able to verbalize the medication(s) they will SAM including what its for, how to administer, side effects

  • Does the resident remember to store the medications securely after SAM


Review Physical Ability

  • Is the resident able to obtain the medication get to where it is stored, open the storage area, open the medication, administer the med

  • What modifications could be made to enable resident to become physically capable of SAM


  • Can the resident administer some meds but not others

  • Can the resident SAM with set up

  • What monitoring should the resident receive for the SAM process


Safety Assessment

  • Assess any threats to resident safety

  • Does resident have any behaviors/habits that put them at risk of injury from themselves or others

  • Assess the identified risk factors


Review Smoking Risk

  • Is resident cognitively aware of safety needs when smoking

  • Is resident physically capable of managing smoking materials

  • Review resident smoking history and any previous safety concerns


  • Is the resident capable of extinguishing a lit cigarette/ash that has fallen on themselves/others

  • Is the resident able to call for help if needed

  • Past history of poor safety judgment

  • If using O2, does resident understand oxygen use as it relates to smoking safety


  • Does resident understand smoking policy

  • Does the resident need adaptive equipment to assist with smoking safety and/or independence


Review Elopement Risk

  • Any history of elopement

  • Psychosocial concerns adjustment issues, recent loss

  • If eloping destination, purpose


  • Previous lifestyle, occupation

    Assess the type of wandering

  • Tactile wandering explore environment with hands


  • Environmentally cued wandering appear calm and led by the environment, sees window looks out, chair sits, door exits

  • Reminiscent wandering wandering stems from a delusion or fantasy from the past going to the market, work announce leaving

  • Recreational wandering wandering based on previous active lifestyle


  • If resident identified as an elopement risk, assess environmental risks

  • Are all doors alarmed and/or wanderguarded

  • Where is the residents room in relation to exits and the nursing station

  • Is the resident capable of exiting through a window can the windows be exited through


  • Are the grounds easily visible from the facility, are they well lit

  • Is the facility on or near a busy street

  • Are there hills, woods, water on the grounds

  • Is public transportation available near the facility


Review Injury Risk

  • Does resident receive frequent bruises, skin tears, etc.

  • Does the resident exhibit behaviors that place them at risk for abuse from others

  • Are there objects in the environment which place the resident at risk for injury sharps, chemicals, stairwells


Acute Assessments

  • When an acute change occurs assess for possible causes

  • Review for any recent changes in treatments/meds

  • Review medical history


  • Interview resident as able any changes, concerns

  • Interview staff for any identified changes

  • Conduct physical assessment as determined appropriate vitals, neuros, auscultate lungs, abdomen, palpate area(s) of concern, recent labs, last BM, last void anything unusual with stool or urine

  • Conduct brief cognitive assessment


REMEMBER

  • Not all identified risk factors need to be addressed in the comprehensive assessment only those the ID Team determines to be pertinent to the resident

  • When addressing a risk factor in the assessment, indicate how it does impact the resident, not how it could


  • When completing the comprehensive assessment, keep asking WHY

  • Incomplete or inaccurate data is not helpful in completing a comprehensive assessment and should not be used


  • The comprehensive assessment is the key to developing effective, individualized resident care


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