Comprehensive Health assessment Instructions
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School
University of Maryland Global Campus (UMGC) *
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Course
300
Subject
Medicine
Date
Dec 6, 2023
Type
docx
Pages
12
Uploaded by ChancellorResolve11290
The health history should incorporate the following:
-
Biographical Data including allergies
-
Reason for seeking care
-
History of Current Illness
-
Past Medical History
-
Family History (including Genogram)
-
Social History/ Functional assessment
-
Review of Systems
Genograms can be created on a word document using shapes under the insert tab, or they
can be drawn by hand, scanned and uploaded. Genograms must look professional and neat.
If the genogram is turned in and is not legible or professional, the assignment will receive a
grade of zero (0) points towards that part of the grade. The genogram is to be included as
part of the comprehensive health history.
In addition to the findings from the history and physical exam, your write up also needs to
include a problem list and an SBAR communication.
The problem list should be complete and include all pertinent health concerns that need
consideration or intervention.
Finally, the findings from comprehensive history, physical exam and problem list should be
summarized into an SBAR communication report.
The SBAR Communication Report should follow the following format:
SBAR Communication Report
Situation (one sentence description of need)
Background (details that give an assessment)
Assessment (your position on the issue)
Recommendation (your specific method for solving the problem)
Vitals
Model Documentation
• Height: 170 cm
• Weight: 84 kg
• BMI: 29.0
• Blood Glucose: 100
• RR: 15
• HR: 78
• BP:128 / 82
• Pulse Ox: 99%
• Temperature: 99.0 F
Health History
Model Documentation
Identifying Data & Reliability
Ms. Jones is a pleasant, 28-year-old African American single woman who presents for a
pre-employment physical. She is the primary source of the history. Ms. Jones offers
information freely and without contradiction. Speech is clear and coherent. She maintains
eye contact throughout the interview.
General Survey
Ms. Jones is alert and oriented, seated upright on the examination table, and is in no
apparent distress. She is well-nourished, well-developed, and dressed appropriately with
good hygiene.
Reason for Visit
"I came in because I'm required to have a recent physical exam for the health insurance at
my new job."
History of Present Illness
Ms. Jones reports that she recently obtained employment at Smith, Stevens, Stewart, Silver
& Company. She needs to obtain a pre-employment physical prior to initiating
employment. Today she denies any acute concerns. Her last healthcare visit was 4 months
ago, when she received her annual gynecological exam at Shadow Health General Clinic.
Ms. Jones states that the gynecologist diagnosed her with polycystic ovarian syndrome and
prescribed oral contraceptives at that visit, which she is tolerating well. She has type 2
diabetes, which she is controlling with diet, exercise, and metformin, which she just started
5 months ago. She has no medication side effects at this time. She states that she feels
healthy, is taking better care of herself than in the past, and is looking forward to beginning
the new job.
Medications
• Fluticasone propionate, 110 mcg 2 puffs BID (last use: this morning)
• Metformin, 850 mg PO BID (last use: this morning)
• Drospirenone and ethinyl estradiol PO QD (last use: this morning)
• Albuterol 90 mcg/spray MDI 2 puffs Q4H prn (last use: three months ago)
• Acetaminophen 500-1000 mg PO prn (headaches)
• Ibuprofen 600 mg PO TID prn (menstrual cramps: last taken 6 weeks ago)
Allergies
• Penicillin: rash
• Denies food and latex allergies
• Allergic to cats and dust. When she is exposed to allergens she states that she has runny
nose, itchy and swollen eyes, and increased asthma symptoms.
Medical History
Asthma diagnosed at age 2 1/2. She uses her albuterol inhaler when she is around cats. Her
last asthma exacerbation was three months ago, which she resolved with her inhaler. She
was last hospitalized for asthma in high school. Never intubated. Type 2 diabetes, diagnosed
at age 24. She began metformin 5 months ago and initially had some gastrointestinal side
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effects which have since dissipated. She monitors her blood sugar once daily in the morning
with average readings being around 90. She has a history of hypertension which
normalized when she initiated diet and exercise. No surgeries. OB/GYN: Menarche, age 11.
First sexual encounter at age 18, sex with men, identifies as heterosexual. Never pregnant.
Last menstrual period 2 weeks ago. Diagnosed with PCOS four months ago. For the past
four months (after initiating Yaz) cycles regular (every 4 weeks) with moderate bleeding
lasting 5 days. Has new male relationship, sexual contact not initiated. She plans to use
condoms with sexual activity. Tested negative for HIV/AIDS and STIs four months ago.
Health Maintenance
Last Pap smear 4 months ago. Last eye exam three months ago. Last dental exam five
months ago. PPD (negative) ~2 years ago. Immunizations: Tetanus booster was received
within the past year, influenza is not current, and human papillomavirus has not been
received. She reports that she believes she is up to date on childhood vaccines and received
the meningococcal vaccine for college. Safety: Has smoke detectors in the home, wears
seatbelt in car, and does not ride a bike. Uses sunscreen. Guns, having belonged to her dad,
are in the home, locked in parent’s room.
Family History
• Mother: age 50, hypertension, elevated cholesterol
• Father: deceased in car accident one year ago at age 58, hypertension, high cholesterol,
and type 2 diabetes
• Brother (Michael, 25): overweight
• Sister (Britney, 14): asthma
• Maternal grandmother: died at age 73 of a stroke, history of hypertension, high
cholesterol
• Maternal grandfather: died at age 78 of a stroke, history of hypertension, high cholesterol
• Paternal grandmother: still living, age 82, hypertension
• Paternal grandfather: died at age 65 of colon cancer, history of type 2 diabetes
• Paternal uncle: alcoholism
• Negative for mental illness, other cancers, sudden death, kidney disease, sickle cell
anemia, thyroid problems
Social History
Never married, no children. Lived independently since age 19, currently lives with mother
and sister in a single family home, but will move into own apartment in one month. Will
begin her new position in two weeks at Smith, Stevens, Stewart, Silver, & Company. She
enjoys spending time with friends, reading, attending Bible study, volunteering in her
church, and dancing. Tina is active in her church and describes a strong family and social
support system. She states that family and church help her cope with stress. No tobacco.
Cannabis use from age 15 to age 21. Reports no use of cocaine, methamphetamines, and
heroin. Uses alcohol when “out with friends, 2-3 times per month,” reports drinking no
more than 3 drinks per episode. Typical breakfast is frozen fruit smoothie with
unsweetened yogurt, lunch is vegetables with brown rice or sandwich on wheat bread or
low-fat pita, dinner is roasted vegetables and a protein, snack is carrot sticks or an apple.
Denies coffee intake, but does consume 1-2 diet sodas per day. No recent foreign travel. No
pets. Participates in mild to moderate exercise four to five times per week consisting of
walking, yoga, or swimming.
Mental Health History
Reports decreased stress and improved coping abilities have improved previous sleep
difficulties. Denies current feelings of depression, anxiety, or thoughts of suicide. Alert and
oriented to person, place, and time. Well-groomed, easily engages in conversation and is
cooperative. Mood is pleasant. No tics or facial fasciculation. Speech is fluent, words are
clear.
Review of Systems - General
No recent or frequent illness, fatigue, fevers, chills, or night sweats. States recent 10 pound
weight loss due to diet change and exercise increase.
HEENT
Model Documentation
Subjective
Reports no current headache and no history of head injury or acute visual changes.
Reports no eye pain, itchy eyes, redness, or dry eyes. Wears corrective lenses. Last visit to
optometrist 3 months ago. Reports no general ear problems, no change in hearing, ear
pain, or discharge. Reports no change in sense of smell, sneezing, epistaxis, sinus pain or
pressure, or rhinorrhea. Reports no general mouth problems, changes in taste, dry mouth,
pain, sores, issues with gum, tongue, or jaw. No current dental concerns, last dental visit
was 5 months ago. Reports no difficulty swallowing, sore throat, voice changes, or swollen
nodes.
Objective
Head is normocephalic, atraumatic. Bilateral eyes with equal hair distribution on lashes
and eyebrows, lids without lesions, no ptosis or edema. Conjunctiva pink, no lesions, white
sclera. PERRLA bilaterally. EOMs intact bilaterally, no nystagmus. Mild retinopathic
changes on right. Left fundus with sharp disc margins, no hemorrhages. Snellen: 20/20
right eye, 20/20 left eye with corrective lenses. TMs intact and pearly gray bilaterally,
positive light reflex. Whispered words heard bilaterally. Frontal and maxillary sinuses
nontender to palpation. Nasal mucosa moist and pink, septum midline. Oral mucosa moist
without ulcerations or lesions, uvula rises midline on phonation. Gag reflex intact.
Dentition without evidence of caries or infection. Tonsils 2+ bilaterally. Thyroid smooth
without nodules, no goiter. No lymphadenopathy.
Respiratory
Model Documentation
Subjective
Reports no shortness of breath, wheezing, chest pain, dyspnea, or cough.
Objective
FVC 3.91
FEV 3.15
Chest is symmetric with respiration, clear to auscultation bilaterally without cough or
wheeze. Resonant to percussion throughout. In office spirometry: FVC 3.91 L, FEV1/FVC
ratio 80.56%.
Cardiovascular
Model Documentation
Subjective
Reports no palpitations, tachycardia, easy bruising, or edema.
Objective
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Heart rate is regular, S1, S2, without murmurs, gallops, or rubs. Bilateral carotids equal
bilaterally without bruit. PMI at the midclavicular line, 5th intercostal space, no heaves or
lifts. Bilateral peripheral pulses equal bilaterally, capillary refill less than 3 seconds. No
peripheral edema.
Abdominal
Model Documentation
Subjective
Gastrointestinal: Reports no nausea, vomiting, pain, constipation, diarrhea, or excessive
flatulence. No food intolerances. Genitourinary: Reports no dysuria, nocturia, polyuria,
hematuria, flank pain, vaginal discharge or itching.
Objective
Abdomen protuberant, symmetric, no visible masses, scars, or lesions, coarse hair from
pubis to umbilicus. Bowel sounds are normoactive in all four quadrants. Tympanic
throughout to percussion. No tenderness or guarding to palpation. No organomegaly. No
CVA tenderness.
Musculoskeletal
Model Documentation
Subjective
Reports no muscle pain, joint pain, muscle weakness, or swelling.
Objective
Bilateral upper and lower extremities without swelling, masses, or deformity and with full
range of motion. No pain with movement.
Neurological
Model Documentation
Subjective
Reports no dizziness, light-headedness, tingling, loss of coordination or sensation, seizures,
or sense of disequilibrium.
Objective
Strength 5/5 bilateral upper and lower extremities. Normal graphesthesia, stereognosis, and
rapid alternating movements bilaterally. Tests of cerebellar function normal. DTRs 2+ and
equal bilaterally in upper and lower extremities. Decreased sensation to monofilament in
bilateral plantar surfaces.
Skin, Hair & Nails
Model Documentation
Subjective
Reports improved acne due to oral contraceptives. Skin on neck has stopped darkening and
facial and body hair has improved. She reports a few moles but no other hair or nail
changes.
Objective
Scattered pustules on face and facial hair on upper lip, acanthosis nigricans on posterior
neck.
Rubric Name: Comprehensive Health History and Physical Exam
with Write-Up
Criteria
Level 3
Level 2
Level 1
Shadow Health SPI Score
15 points
(11-15 points)
86-100
10 points
(6-10 points)
71-85
5 points
70
Biographical Data
3 points
2 points
1 point
Includes age, race
and gender
Missing one data
item
Missing 2 data
items
Chief Complaint
3 points
Clearly states
reason for the
patient seeking
care.
2 points
States the reason
for patient seeking
care, does not
include source of
history
1 point
Does not state, or
is unclear as to
why patient is
seeking care, does
not include source
of history
History of Current Illness
10 points
(8-10 points)
Includes all 8
characteristics in
describing the
patients chief
complaint
7 points
(4-7 points)
Missing few of the
characteristics of
the chief complaint
3 points
(0-3 points)
Missing most of
the characteristics
of the chief
complaint
Past Medical History
10 points
(8-10 points)
Includes
information
regarding past
medical and history
including major
childhood and
adult diseases,
injuries, surgeries,
allergies
transfusions,
medications,
alcohol, tobacco
and drug use
7 points
(5-7 points)
Missing some
information
regarding medical
and social history
3 points
(0-3 points)
Missing many
parts of the past
medical and social
history
Family History and Genogram
12 points
8 points
4 points
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(9-12 points)
Includes three
generations of
family members,
clearly states
relationships and
major illnesses,
includes ages and
names, using
appropriate
symbols, identifies
health risk factors
across all
generations and all
known causes of
death
(5-8 points)
Incomplete family
structure, less than
three generations
of family, some
errors in
demonstrating
relationships using
appropriate
symbols. Some
information
regarding ages and
names of family
members are
missing, Identifies
medical diagnosis
of a few family
members, does not
state causes of
death
(0-4 points)
Less than three
generations,
relationships are
unclear, Missing
most of the
information
regarding family
member names or
ages. Does not
state medical
diagnosis of
family members,
does not state
causes of death
Review of Systems
5 points
(4-5 points)
Completely covers
all systems.
Identifies co-
existing problems,
describes positive
reactions clearly
3 points
(2-3 points)
Missing few
systems
1 point
(0-1 points)
Missing many
systems
Social and Functional Assessment
5 points
(4-5 points)
Fully assess ability
to perform
activities of daily
living or
environmental
concerns. Includes
information
regarding finances,
3 points
(2-3 points)
Missing
information
regarding patients
ability to perform
activities of daily
living or
environmental
concerns
1 point
(0-1 points)
Little to no
information
regarding patients
ability to perform
activities of daily
living, does not
address
environmental
occupation,
religion, hobbies,
sleep, exercise and
diet.
concerns
Physical Examination
20 points
(13-20 points)
Complete
documentation of
each body system
examined. Findings
are clearly described
12 points
(7-12 points)
Some parts of the
exam performed are
missing, few errors in
describing findings
6 points
(0-6 points)
Many parts of the
exam performed are
missing, frequent
errors in describing
findings
Problem List
4 points
( 4 points)
Lists all pertinent
health concerns.
Provides a clear
picture of the
patient’s health
problems that
require
consideration or
intervention
3 points
( 2-3 points)
Mostly based on
history and physical
exam findings
1 point
(0 - 1 points)
Little/vague
connection to patient
history or physical
exam findings
SBAR Communication
10 points
(8-10 points)
Completely
documents:
situation,
background,
assessment and
recommendations
7 points
(4-7 points)
Situation,
background,
assessment or
recommendations
are not clearly
described.
3 points
(0-3 points)
Incomplete
documentation,
unclear regarding
situation,
assessment
recommendation
and/or
recommendation
Organization of Write-up, use of
3 points
2 points
1 point
terminology, spelling and grammar
(3-points)
All key information is
present. Organized in
logical format. Uses
appropriate
terminology, no
spelling or grammar
errors.
( 2- points)
Few key findings are
missing, organized
and in a logical
format, few errors in
terminology, spelling
or grammar.
(1 point)
Many key findings
are missing, poor
organization,
frequent errors in
spelling and
grammar
Overall Score
Level 3
78 or more
Level 2
39 or more
Level 1
1 or more
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