Health history: Nursing

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Notes

HEALTH HISTORY

KEY POINTS
NOTES
DEFINITION
  • Health history
    • Understand client’s perceived health status 
    • Identify factors that impact health 
    • Guide physical assessment and care planning
    • Collected
      • Upon hospital admission 
      • During medical office visits 
      • As part of a focused exam
    • Includes subjective data
      • If patient cannot communicate
        • Secondary source 
        • Interpreter 

GETTING STARTED
  • Private, quiet room
  • Comfortable setting
  • Limit distractions
  • Health history gathered by nurse 

PROCEDURE
  • Establish rapport 
    • Introduce yourself with name and role 
    • Ask how patient prefers to be addressed 
    • Ask names and relationships of any companions 
  • Engage with presence 
    • Maintain eye contact  
    • Avoid focusing on the electronic health record 
    • Allow time for full responses 
    • Avoid interrupting  
    • Clarify unclear responses respectfully 
  • Manage time respectfully 
    • Be mindful of professional time constraints 
    • Redirect gently if strays off topic 
    • Ask about most pressing concern 
  • Address sensitive topics 
    • Provide privacy for sensitive discussions 
    • Be direct yet compassionate 
    • Monitor facial expressions and body language 
    • Avoid crossing arms or appearing closed off 
  • Use clear communication 
    • Avoid medical jargon or technical terms 
    • Use language patient understands 
  • Document 
    • Take notes during interview 
    • Use patient words

COMPONENTS
  • Ask for name and date of birth 
  • Include gender identity and preferred pronouns 
  • Gather chief concern  
  • History of present illness (HPI) 
    • When symptoms started 
    • Symptom characteristics and duration 
    • Impact on daily life 
    • Treatments tried including medications or alternative therapies 
    • Summarize concerns to confirm accuracy 
  • Past medical history (PMH) 
    • Childhood and adult illnesses 
    • Surgical history 
    • Immunizations and injuries 
    • Current medications and known allergies 
    • Past procedures and screenings 
    • Dental and vision check-ups 
    • History of blood transfusions 
  • Family history 
    • Health of close and extended family 
    •  Note cause and age of death if applicable 
    • 3-generation pedigree 
  • Social history 
    • Home environment and education level 
    • Occupation and hazards 
    • Sources of stress and safety concerns 
    • Abuse or feeling unsafe at home 
    • Diet, exercise, and sleep patterns 
    • Use of caffeine, tobacco, and recreational drugs 
    • Sexual history 
    • Social determinants of health (SDOH) 
      • Insurance and prescription coverage 
      • Food availability and housing 
      • Transportation and employment 
  • Review of systems (ROS) 
    • Ask about general symptoms like pain or fatigue 
    • Assess each body system for specific issues 
    • Focus ROS based on chief concern and HPI

Transcript

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Collecting a client’s health history provides the nurse with information about their perceived health and factors that can impact their health. It should be completed as part of a comprehensive client assessment, like upon admission to the hospital, during a medical office visit, or as part of a focused exam. Typically, the health history includes subjective data, or information the client is experiencing, such as when a client states, “I become nauseous after most meals.” This can guide the nurse to focus the physical assessment on the gastrointestinal system, as well as client education and the plan of care. Although the client is the preferred source of subjective data, if they’re unable to communicate a secondary data source can be used, such as a family member or caretaker. In addition, if the client doesn’t speak the same language as the nurse, an institutionally-approved medical interpreter should be used. Okay, let’s review how to conduct a health history.

Now, you’ll want to collect your client’s health history in a private, quiet, and comfortable setting free from environmental distractions or interruptions. Also remember that as the nurse, you are responsible for collecting and documenting your client’s health history. And since it involves assessment and nursing judgment, the health history shouldn’t be delegated to another member of the healthcare team, like unlicensed assistive personnel. Begin by establishing rapport with your client. You can do this by introducing yourself, including your name and role, and asking them how they would like to be addressed or if they have a preferred nickname. If there is someone accompanying your client, ask their name and relationship to your client. As you collect data, remember to look at them, and avoid focusing your attention on the electronic health record, or EHR. This will help avoid the impression that you’re not listening to them or that you are rushed. With each question, allow them the time they need to answer fully, and avoid interrupting them. If you’re unsure what they mean, take time to seek clarification.

You can be mindful of your own professional time constraints, as well; so if they stray from the topic, redirect them or ask questions such as, “Of everything you’ve described, which is your most pressing concern?” Now, keep in mind, there are sensitive issues which may be difficult for your client to discuss, such as sexuality, drug or alcohol consumption, palliative care, or death. So, be sure you have provided adequate privacy; remember to be direct and compassionate; and be mindful of your own nonverbal cues, such as facial expressions and body language like crossing your arms. Also, use language that’s understandable to your client rather than technical terms or medical jargon. Lastly, like all components of an assessment, accurate documentation is essential, so take thorough notes and use their exact words in quotation marks when appropriate. So, there are several components of a health history, including client identifiers, chief concern, history of present illness, past medical history, family history, personal and social history, and the review of systems.

Start with identifying your client by asking for their name, date of birth, gender identity, and preferred pronouns. Next, ask about their chief concern, which is usually a brief sentence about why they are seeking healthcare. For example, they might say “I’m here for my yearly physical” or “I’ve been experiencing abdominal pain for the last week.” The chief concern will lead to the next segment known as the history of present illness, or HPI. In this portion of the health history, you should ask for information regarding when their symptoms started, characteristics of the symptoms, the impact of the illness on daily life, duration of illness, as well as any treatments they have sought out thus far, such as medications or alternative and complementary treatments such as herbal supplements or acupuncture. At the end of the HPI, make sure to summarize your client’s concerns with them to ensure you didn’t miss any information. Next, you’ll obtain your client’s past medical history, or PMH. During this part of the assessment, ask them about any significant childhood and adult illnesses as well as any surgical history. In addition, ask about immunizations, injuries, current medications, and known allergies. You should also ask about their past procedures, screenings, dental and vision check-ups, and history of blood transfusions. Then you’ll move to the family history. A thorough family history can provide information about your client’s risk for certain diseases. One way to document this information is by constructing a three-generation pedigree to trace possible genetic risk factors for disease. You should ask them about the health and presence of diseases or illnesses of family members, such as parents, children, and siblings as well as grandparents, grandchildren, aunts, uncles, cousins, nieces, and nephews. The information you gather should also include the cause and age of death of family members when indicated.