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D117 Advanced Health Assessment Documentation Form

Student Name

Western Governors University

D117 Advanced Health Assessment for the Advanced Practice Nurse

Prof. Name:

Date

D117 Advanced Health Assessment Documentation Form

Patient Demographics and Vital Signs

What are the key demographic details and vital signs to be documented?

Patient demographics include initials, height, weight, age, sex assigned at birth, gender identity, and race/ethnicity. Additional information such as marital status, preferred pronouns, body mass index (BMI), and temperature is essential. Vital signs to record include respiratory rate, heart rate, and blood pressure.

ParameterDetails to Document
Patient Initials 
Height 
Weight 
Age 
Sex Assigned at Birth 
Gender Identity 
Body Mass Index (BMI) 
Temperature 
Respiratory Rate 
Heart Rate 
Blood Pressure 
Race/Ethnicity 
Marital Status 
Preferred Pronouns 

Chief Complaint and History of Present Illness (HPI)

What is the patient’s main concern and current illness history?

The chief complaint captures the primary reason for the patient’s visit. The history of present illness (HPI) provides a detailed, focused description of the orthopedic or other medical issues, including onset, duration, severity, and associated symptoms.

Medications and Allergies

Which medications and allergies should be documented?

List all current medications, including the name, dosage, directions, and indication for use. Allergies should be recorded with details on the specific allergen and the reaction experienced.

Medication NameDose and DirectionsIndication
   

Allergies and Reactions:
Specify all known allergies and the nature of reactions.

Past Medical History (PMH)

What elements should be included in past medical history?

Include any relevant past illnesses, hospitalizations, chronic conditions, and surgeries with dates. Vaccination history should also be documented, including dates for flu, pneumococcal, and tetanus vaccines.

Past Medical HistoryDescription or Dates
Surgeries 
VaccinationsFlu: _______
 Pneumovax: _______
 Tetanus: _______

Family History

How should family history be recorded?

Document any significant diseases within the family, specifying the affected relative (mother, father, siblings, maternal/paternal grandparents) and noting whether they are alive or the age at death.

Family MemberDiseases/Conditions (If Applicable)Alive or Age at Death
Mother  
Father  
Siblings  
Maternal Grandmother  
Maternal Grandfather  
Paternal Grandmother  
Paternal Grandfather  

Personal and Social History

What social and personal factors affect health?

Social history includes tobacco and alcohol use, substance abuse, exercise habits, safety practices (e.g., seatbelt and helmet use), education level, literacy, language, occupation, financial concerns, and support systems. Additional factors include transportation access, communication means (phone/internet), religion and related health considerations, hobbies, and sexual history.

Personal/Social FactorInformation to Document
Tobacco UseCurrent/former, years started/stopped, amount/day
Alcohol Consumption 
Substance Abuse 
Exercise Habits 
Safety HabitsSeatbelt use, helmet use, texting while driving
Education Level 
Literacy and Language 
Occupation 
Financial/InsuranceConcerns or status
Support SystemFamily, friends
TransportationMethod used
Phone/Internet Access 
Religion and Health NeedsE.g., refusal of blood products
Interests and HobbiesInclude health risks associated
Sexual History 

Review of Systems (ROS)

How is the review of systems conducted and documented?

ROS involves screening multiple body systems for symptoms or signs. Each system is checked for negative or positive findings. Positive findings are further described with detailed attributes from the HPI or PMH.

Body SystemSymptoms/Findings to Assess
GeneralWeight changes, weakness, fatigue, fever, pain
SkinRash, lumps, sores, itching, dryness, color changes
HeadHeadache, injury, dizziness
EyesVision changes, corrective lenses, pain, redness
EarsHearing loss, tinnitus, infections
Nose and SinusesCongestion, discharge, itching, nosebleeds
ThroatBleeding gums, dentures, sore throat, hoarseness
NeckLumps, swollen glands, stiffness, swallowing difficulty
BreastsLumps, pain, nipple discharge
PulmonaryCough, hemoptysis, dyspnea, wheezing
CardiacChest pain, palpitations, dyspnea, edema
Gastrointestinal (GI)Appetite changes, nausea, pain, bowel habit changes
UrinaryFrequency, dysuria, hematuria
Male GenitourinaryUrinary stream caliber, discharge, testicular pain
Female GenitourinaryMenstrual history, discharge, menopause symptoms
Peripheral VascularClaudication, leg cramps, varicose veins
MusculoskeletalMuscle/joint pain, stiffness, instability
NeurologicalSyncope, seizures, weakness, numbness, tremors
HematologicEasy bruising, anemia, blood transfusions

Physical Examination

What observations and system examinations are important during physical assessment?

A comprehensive physical exam assesses general appearance, head and face, eyes, ears, nose, mouth, throat, neck, thorax (anterior, posterior, lateral), cardiovascular, abdomen, neurological, and musculoskeletal systems. Additional endocrine and psychiatric evaluations are included.

General Observations:

  • Appearance (well or ill-appearing)

  • Level of consciousness

  • Nutritional status and body habitus

  • Deformities or mobility issues

  • Mood and affect

  • Speech and hygiene

Neurological Examination Includes:

  • Cranial nerve testing (I through XII)

  • Coordination and sensory testing

  • Reflexes (deep tendon)

  • Meningeal signs

Focused Orthopedic Examination

How are specific orthopedic tests documented?

The orthopedic assessment involves a series of specific tests depending on the region examined. Examples include:

Test NameArea AssessedPurposeResult (Normal/Abnormal)
Scoliosis CheckSpineCheck for spinal curvature 
Straight Leg TestLower back/legAssess nerve root irritation 
Femoral Stretch TestLower back/legEvaluate femoral nerve involvement 
Empty Can TestShoulderAssess supraspinatus muscle integrity 
Drop Arm TestShoulderDetect rotator cuff tear 
Apley Arm TestShoulderEvaluate shoulder joint mobility 
Hawkins-Kennedy TestShoulderIdentify impingement syndrome 
Neer TestShoulderDetect shoulder impingement 
Tinel TestWristAssess median nerve irritation (carpal tunnel) 
Phalen TestWristEvaluate for carpal tunnel syndrome 
Varus Stress TestKneeCheck lateral ligament stability 
Valgus Stress TestKneeCheck medial ligament stability 
Anterior Drawer TestKneeAssess anterior cruciate ligament (ACL) 
Posterior Drawer TestKneeAssess posterior cruciate ligament (PCL) 
McMurray TestKneeDetect meniscal tears 

References

(Adapted and rephrased from Advanced Health Assessment Documentation Form. CourseHero.com. Retrieved December 20, 2025, from https://www.coursehero.com/file/229774868/Advanced-Health-Assessment-Documentation-Formpdf/)

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