CLIENT ASSESSMENT TOOL

Name:___________________________ SS#_______________
 

I. IDENTIFYING DATA

A. Client's Initial__________________B. Age__________C. Sex_________D. Ethnicity_____________

E. Occupation (Self)___________________________________________________________________

    (Spouse)_________________________________________________________________________

F. Other sources of income______________________________________________________________

G. Marital status________   H. Number in household___________________   I. Religion______________
 

II. HISTORICAL ASSESSMENT
 
A Informant____________________    B. Level of responsiveness/reliability_____________________

C. Chief complaint (in client's words)_____________________________________________________

D. History of present illness (narrative format of investigation of symptoms_______________________

_________________________________________________________________________________

_________________________________________________________________________________

E. Past medical history

1. Description of general health and chronic health problems immediately prior to illness ________

____________________________________________________________________________

____________________________________________________________________________

2. Previous illnesses_______________________________________________________________

______________________________________________________________________________

3. Previous surgeries_______________________________________________________________

______________________________________________________________________________


F. Allergies__________________________________________________________________________

G. Pattern of regular exercise (home)_____________________________________________________

________________________________________________________________________________

H. Psychosocial history
1. Sleep pattern at home (hrs/time of day, environment, aids to sleep)

___________________________________________________________________________

2. Activities of daily living (self-care or reliance on others)

______________________________________________________________________________

______________________________________________________________________________

3. Habits: tobacco_____alcohol_____drugs_____

4. Housing and living arrangements (house/apt. other)______________________________

______________________________________________________________________________

5. Environmental conditions (home, work) ______________________________________________________________________________

______________________________________________________________________________

6. Family responsibilities and role functions ____________________________________________________________________________

_____________________________________________________________________________

7. Interest or hobbies (use of leisure time) ____________________________________________________________________________

_____________________________________________________________________________

8. Patterns of interaction and communities (close friends)

Participates in groups? Assertive? Shy/withdrawn? Family relationships?

______________________________________________________________________________

______________________________________________________________________________
 

9. Mental Status (affect, judgment, insight, intelligence)

_____________________________________________________________________________

10. Self-concept: 5 = Feel Good 1 = Feels Bad
 

How do you feel about yourself? 5 4 3 2 1
11. Coping mechanisms
a. What are some of the stresses you are feeling in your life?

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

b. What do you do to make yourself feel better when you are under stress?

____________________________________________________________________________

____________________________________________________________________________

c. Who gives you support in times of stress?___________________________

________________________________________________________________________
 

12. Spirituality

a. Spiritual attitude?______________________________________________________

____________________________________________________________________________

b. In whom or what do you find a source of strength or meaning?

____________________________________________________________________________

c. Religious practice________________________________________________________

____________________________________________________________________________

13. Sexuality (companionship, intimacy, physical expression)

______________________________________________________________________________

______________________________________________________________________________

a. Degree of satisfaction with usual sexual expression

____________________________________________________________________________

b. Dysfunction of sexuality related to illness/treatment

____________________________________________________________________________

____________________________________________________________________________

  • Interpret and discuss previously listed psychosocial findings for adaptive or maladaptive patterns
  • III. DEVELOPMENTAL ASSESSMENT (Utilize Development Task sheet provided with Teaching Learning)

    A. Determine developmental level and attach list of appropriate developmental tasks.

    B. Gives examples of how client has/has not achieved these tasks.

    C. On clients under 18 years, integrate the assessment of cognitive, physical, motor, language and psychosocial development.
     

    IV. EDUCATIONAL ASSESSMENT

                ______________________________________________________________________________

               ______________________________________________________________________________

                 ______________________________________________________________________________

                ______________________________________________________________________________

                ______________________________________________________________________________
     

    V. NUTRITIONAL ASSESSMENT (collect data from client, family member, and/or other health caregivers)

    A.  Patterns of intake


    B. Describe client's typical 24-hour intake at home.
     

    Breakfast                      Lunch                     Supper                 Snacks

     
     
     
     

    C. Analysis of nutritional assessment (summarize your assessment of the client's nutritional status according to the four basic food groups, methods of food preparation, fat, fiber, and vitamin content and for age, analyze whether 24-hour intake meets (RDA).___________________________________________________________________________

    _________________________________________________________________________________

    _________________________________________________________________________________

    _________________________________________________________________________________

    _________________________________________________________________________________

    _________________________________________________________________________________

    _________________________________________________________________________________

    D. Positive findings in ROS, physical examination and lab data which indicate nutritional deficit _________________________________________________________________________________

    _________________________________________________________________________________

    _________________________________________________________________________________

    E. Nutritional consultation
     

    1.Has nutritional consultation been requested? Yes_________ No__________

    2.Has nutritional teaching been done?  Yes_________ No__________

       If yes, by whom?___________________________________________________

    3. Who buys and prepares the food?________________________________________________

    4. Has this person been included in the teaching?______________________________________

    5. Identify nutritional learning needs________________________________________________

    ___________________________________________________________________________

    ____________________________________________________________________________

    6. What community or institutional referrals are needed?________________________________

    ____________________________________________________________________________


    F. Physical finding

    1. Height__________Weight__________

    2. Body frame type: Small__________Medium__________Large__________

    3. Ideal weight for height/frame________________________________________

    4. Variation from ideal (# of lbs. over/under) _____________________________

    FOR CLIENT UNDER 18 YEARS, LISTED PERCENT FOR:

    Weight/age_______________________ Height/age:____________________

    1. Medications identified as affecting nutritional status

    (list and identify the effect the drug has on nutrition)

    ____________________________________________________________________________

    ____________________________________________________________________________

    ____________________________________________________________________________

    2. Major illnesses/chronic illness/surgeries/physical alterations/development factors identified

    as affecting nutritional intake____________________________________________________

    ____________________________________________________________________________

    ____________________________________________________________________________

    ____________________________________________________________________________

    VI. Medications (Prescriptions/OTC)
     
     
     
     
     
     
     
     
     
     
     
     
     

    VII. Nursing Diagnoses (List all appropriate diagnoses and work up the top priority diagnosis)
     
     
     
     
     
     
     
     
     
     
     
     
     

    Revised April, 1997

    Revised June, 2000