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PHA 3785 Therapeutic Communication and Health History Debra A. Allan Danforth, MS, ARNP, FAANP FAMU College of Pharmacy 12/10 Legal and Ethical Issues Legal refers to action or inactions that may be held accountable by law, particularly criminally, and also civil Ethics moral principles or standards of conduct, and may be held accountable in civil court Legal and Ethical Issues Autonomy Beneficence Nonmaleficence Utilitarianism Fairness and justice Deontologic imperatives Privacy Refers to the individual and their affairs (Ex. The right to be left alone) Person’s name Invasion of privacy Breach of confidentiality Autonomy History and Communication What Is Assessment? A data collection process A continuous process Establishes a baseline A systematic process Identifies patients’ strengths and limitations Involves collecting, validating, and clustering data Purpose of Assessment Collect pertinent patient health status data Identify abnormal findings Identify patients’ strengths and coping resources Pinpoint actual health problems Identify risk factors for health problems Assessment Skills Cognitive Skills Assessment is a “thinking process” Inductive and deductive reasoning Ex. Inductive: used when assessing a post-op patient who state it hurts to take a deep breath Piece together pertinent data Ex Deductive: patient is admitted to hospital with CHF. Will look for specific signs and symptoms as you perform the assessment and determines patient’s response to illness Looking for specific clues to support Clinical decision making Assessment Skills Problem solving Reflexive thinking Is automatic, without conscious deliberations and comes with experience Trial and error Is hit or miss thinking-random, not systematic and inefficient Scientific method Is a systematic, critical thinking approach to problem solving Intuition Is a problem-solving method that develops through experience Assessment Skills Psychomotor Skills Assessment is a “doing” process Skills needed to perform the 4 techniques of physical assessment Inspection Palpation Percussion Auscultation Assessment Skills Interpersonal/Affective Skills Assessment is a “feeling” process Affective skills needed to develop caring, therapeutic healthcare provider-patient relationships Include verbal and nonverbal Establish trust and mutual respect Assessment Skills Ethical Skills Assessment is being responsible and accountable Responsible & accountable for practice patient advocate Respect patients’ rights Assure confidentiality Types of Assessment Comprehensive Ongoing/Partial Problem focused Emergency Types of Data Subjective Definition: Of, relating to, or designating a symptom or condition perceived by the patient and not by the examiner. Objective Definition: Indicating a symptom or condition perceived as a sign of disease by someone other than the person affected. Identify Subjective or Objective Headache BP 170/110 Nausea Diaphoresis Equal pupil reaction Dizziness Slurred speech Numbness in left arm Therapeutic Communication Central Objectives of Interacting with a patient To find out what is at the root of that person’s concern To help them in doing something about What does a patient need? What is the patient worried about? What does the patient expect of you? History and Physical The heart of the diagnosis and treatment process Must be done in an orderly process Must also be sensitive to the “soft” cues that are almost always there Goals of Patient Interview Information discovery Providing information to the patient Negotiating with the patient regarding treatment management Counseling regarding disease prevention Ineffectiveness of Most Communication Most people do not communicate well Causes an interpersonal gap and isolates people from each other Communication Barriers A barrier to communication is something that keeps meanings from meeting Without realizing, people typically inject communication barriers over 90% of the time when one or both parties has a problem to be dealt with or a need to be fulfilled Why are they High-Risk Responses? They block conversation Increase emotional distance between people Thwart the other person’s problemsolving efficiency Categories of Barriers The “Dirty Dozen” of barriers to communication can be divided into three major categories Judging Sending Solutions Avoiding Other’s Concerns Judging Criticizing Name-calling Diagnosing Sending Solutions Ordering Threatening Moralizing Excessive/Inappropriate Questioning Advising Avoiding the Other’s Concerns Diverting Logical Argument Reassuring Listening: More Than Merely Hearing Listening refers to a more complex psychological procedure involving interpreting and understanding the significance of the sensory experience Listening Skill Clusters Attending Skills A posture of involvement Appropriate body motion Eye contact Nondistracting environment Listening Skill Clusters Following Skills Door openers Minimal encouragers Infrequent questions Attentive silence Listening Skill Clusters Reflecting Skills Paraphrasing Reflecting feelings Reflecting meanings Summative reflections Paraphrasing Concise response Essence of content Listener’s own word Reflecting Feelings Improve capacity to “hear” feelings Listening for feeling words Inferring feelings from the overall content Observing body language “What would I be feeling?” Reflecting Meanings “You feel…because” Validation of Data Using technical terms Not allowing patient to finish answer Too many questions Failure to find out patient’s interpretation Summative Reflections Brief restatement of main themes and feelings speaker expressed Gives speaker feeling of movement in exploring content and feeling Interview – Communication Techniques Open Ended Questions Informing Closed Questions Redirecting Affirmation/Facilitation Focusing Silence Sharing Perception Clarifying Identifying Restating Sequencing Events Active Listening Suggesting Reflection Presenting Reality Humor Summarizing Open End Questions Advantages Elicits a response Effective in stimulating descriptive or comparative responses Allows patient to disclose information when he/she is ready Provides clues to alertness, level of mental abilities, organization of thought through vocabulary Rapport is strengthened Open End Questions Disadvantages Response not relevant Digress to avoid disturbing data Anxiety increased if not articulated Closed Questions Advantages Requires no more than 1-2 words Used more initial interview Disadvantages Limits answers Affirmation/Facilitation Acknowledge patient’s response through verbal and nonverbal response Reassures you are listening Nodding, sitting up and leaning forward are nonverbal ques Verbal cues “ah ha”, “go on”, “tell me more” Silence Silence allows patient to collect thoughts before responding and help prevent hasty responses More uncomfortable for interviewer than interviewee Gives interviewer time to think and plan response Focus on patient’s nonverbal behavior Clarifying If unsure or confused what patient says, rephrase “let’s me see if I have this right” “ I’m not sure what you mean” Restating Restating the main idea shows the patient that you are listening, allows acknowledgement of feelings, and encourages further discussion Also helps to clarify and validate what your patient has said and may help identify teaching needs “I take a water pill every day for my blood pressure” “I see you take Lasix for your blood pressure” “NO, I take a water pill” Active Listening Pay attention Eye contact Listen to what patient tell you both verbally and nonverbally Conveys interest and acceptance Watch your own body language Reflection Acknowledge patient’s feelings “I’m afraid of having surgery” “You’re afraid of having surgery?” Encourage further discussion Humor Can be very therapeutic Reduces anxiety Helps to cope more effectively Puts things into perspective Decreases social distance Informing Giving information helps the patient with making decisions on their healthcare Teaching pre-operatively how to do a procedure post-operative like coughing and deep breathing can help the patient in the long run Redirecting Helps to keep communication goal-directed To get back on track “Getting clinic…” back to what brought you to the Focusing Allows to hone in on a specific area Encourages further discussion “Do you do SBE?” “Have you had a MMG?” “Do you do a testicular exam?” Suggesting Presenting alternative ideas gives your patient options Helpful if patient is having difficulty verbalizing feelings Good teaching tool “I’ve tried to lose weight and I can’t” “Have you tried diet and exercise” Summarizing Useful conclusion Allows patient to clarify any misconceptions “let me see if I have this correct” Three Essentials for Effective Communication Respect Genuineness Empathy How to Demonstrate Respect for Patient Introduce yourself clearly and explain your role Do not use patient’s first name during initial interview without permission Inquire about and arrange for patient comfort before getting started and during Warn patient when going to perform something painful or unexpected Respond to the patient that shows you have heard what they have said Genuineness Be open, honest, and sincere Can detect a less-than honest response or inconsistencies between verbal and nonverbal behavior The ability to be yourself in a relationship despite your professional role “introduce yourself as a nursing student, pharmacy student, nurse practitioner, pharmacist, etc.” Empathy Sensitive and accurate understanding of the person’s feeling while maintaining a certain separateness from the individual Understanding the situation that contributed to or “triggered” the feelings Communicating with the other in such a way that the other feels accepted and understood Patient-Centered Clinical Method What does it mean to be patient- centered? It means much more than merely being “nice” or “kind” or “compassionate” to the patient. Patient-Centered Clinical Method Is an evidenced-based, conceptual method of practice consisting of the following interactive components: Exploring both the objective disease processes and the patient’s subjective illness experience Striving to understand the whole person and how the illness impacts their life and how their life context influences risks for and responses to disease Finding common ground between the pharmacist perspective and understanding and that of the patient as it relates to the problem, treatment, and expectations Patient-Centered Clinical Method Shared decisions about how best to approach the patient’s problem Finding opportunities to incorporate prevention and health promotion into the process of care Recognizing that the patient-pharmacist relationship is a powerful resource and essential to the health and well-being of both participants in the relationship Relationship Building Introduce yourself and explain your role ie: Patricia Dee, 5th year pharmacist student Using polite forms of address ie: Mr., Mrs., Ms., Dr. Listening Attentively Establish eye contact Assume an attentive body posture Establish a comfortable spatial position and distance Minimize distracting behaviors like excessive note-taking or reading and talking at the same time Use summary statement Relationship Building Skills P - partnership E- empathy A- apology R- respect L- legitimation S- support Partnership Partnership – explicit statement to the patient indicating your willingness to work together in an effort to accomplish therapeutic goals If you would like I’d be happy to review the plan with you to see if any adjustments need to be made. Empathy Empathy – capacity to recognize a patient’s feelings or emotional reactions I know it must be frustrating for you to be on this diet and not see much progress. Apology Apology – willingness and ability to acknowledge to another person that you may be in part responsible for a negative outcome, discomfort, ill feelings, etc. I’m sorry if I gave you the impression that I didn’t think you were trying to watch your weight. Respect Respect – willingness to consider another person “worthy of regard”; show respect for another person by being non-judgmental and setting aside personal feelings in order to be helpful and caring I admire you for continuing to make the effort. Legitimation Legitimation – intervention that explicitly communicates acceptance of the patient’s affect or feelings I think most people would feel frustrated and want to give up. Support Support – explicit statement conveying your willingness to be available to the patient in a helping capacity Please let me know if there is anything that I can do. Non-Verbal Communication Non-verbal SOFTEN Skills: Listening is as important as speaking and these non-verbal skills facilitate the demonstration of active listening. S O F T- E N- smile open posture forward lean touch (caring, reassuring) eye contact nod Health History Practical Points for History Taking Use a quiet, sympathetic but confident tone of voice Make your questions simple and brief Allow plenty of time for patient to express or explain, before you clarify or continue Clarify inconsistencies between sources or interpretations in non-threatening or nonpersecuting manner Practical Points for History Taking Avoid asking patient for information that they are not likely to have as this can increase anxiety or mistrust about unknown Ask only appropriate questions Use terminology appropriate to their social, cultural and educational status Use significant others, when present, to clarify points that seem to be vague If a child is distracting, provide attention devices Pitfalls Leading the patient People will tell you what you want to hear Do not lead the patient Let them tell you in their own words Biasing yourself Because of the patient, disease or health care provider Letting family members answer for patient Need to let patient answer questions Pitfalls Asking more than one question at a time Not allowing enough response time Using medical jargon Assuming rather than clarifying/validating Taking the patient’s response personally Feeling personally uncomfortable Pitfalls Using clichés Offering false reassurance Asking persistent or probing questions Changing the subject Taking things literally Giving advise Jumping to conclusions Pitfalls Data Collection Omission of pertinent questions Omission of pertinent negatives Failure to elicit temporal relationships precisely Failure to elicit follow-up important leads Pitfalls Structure Beginning too fast Allow patient to ramble Needless repetition of questions Poor transitions Covering delicate areas too early Pitfalls Practitioner Attitude Acting too friendly or not friendly enough Not listening Lack of eye contact Not enough interest or too much interest in emotional factors Phases of the Interview Introductory Is the time to introduce yourself to the patient, purpose of the interview and the time frame needed to complete Working Where data is collected, very structured, and the longest phase. Need to listen what is said verbally/nonverbally Termination Need to summarize and restate findings Components of the Health History Identifying info Chief Complaint or Chief Concern (CC) History of Present Illness (HPI) Functional History (FxH) Past medical history (PMH) Family history (FH) Personal and Social (SH) Review of systems (ROS) Biographical Data Name Religion Address Marital Status Phone Number Number of Social Security # Contact Person Age (Birth Date) Gender Race/Ethnicity Dependents Educational Level Occupation Insurance Advance Directive Reliability Identifying Info Name Age (Birth Date) Gender Chief Complaint/Concern for Seeking Healthcare What can the patient’s reasons for seeking health care and the patient’s current health status tell you? Current Health Status/ Present Problem or Illness Primary Level Usual state of health Any major health patterns Unusual patterns of health care Any health concerns Secondary and Tertiary Perform a Symptom of Analysis (AOS) Symptom Analysis P = Precipitating / palliative factors Q = Quality / quantity of symptom R = Region / radiation / related symptoms S = Severity T = Timing Symptom Analysis O: L: D: C: A R: T: S: Onset Location Duration Character Aggravating/Associate Factors Relieving Factors Temporal Factors Severity O: L: D: C: A: R: T: S: Onset Location Duration Character Aggravating/Associate Factors Related symptoms Treatment Severity Analysis of Symptoms “Sacred 7” chief concern Location-radiation Quality Quantity Time Onset Duration Frequency Progression over time Setting/Context Aggravating Factors Relieving Factors Associated Symptoms Similar symptoms in past Explanation why concern presented now Theories or worries about causes / implications Impact of symptoms Functional Assessment Activity of Daily Living (ADL’s) Dressing, Grooming, Feeding, Bathing Instrumental Activities of Daily Living (IADL’s) Driving, Cooking, Using medication Advanced Activities of Daily Living (AADL’s) Work, Church, Recreations Functional History ADLs; one’s basic personal care Listed in order of hardest to easiest to perform Minimum requirement to live home alone Represent primarily physical ability Acquired by the first time one leaves home (about 6 years old; off to kindergarten) IADLs; one’s ability to manage home life for them self Represent cognitive component in addition to physical ability Acquired by the second time one leaves home (about 16 years; off to college, career, etc.; the things mom and dad won’t be doing now) AADLs; what makes life meaningful, not necessarily essential for survival (as ADLs and IADLs are) Often correlate with quality of life measures Past Medical History General Health and Strength Major Adult Illness Childhood Illness Menstrual Cycle (females (Serious/chronic) Psychiatric conditions Medications only) Depression Screenings Prescription OTC Alternatives Allergies Hospitalizations Surgeries Serious Injuries/Accidents Transfusions Blood pressure Diabetes Cholesterol Mammogram Stool for occult blood Colonoscopy Immunization Family History Patient Siblings Grandparents Spouse/Significant Parents other Children Genogram Personal and Social History Education Marital Status Home condition Occupation Military record Cost of Care Habits Tobacco Alcohol Recreational Drugs Exercise Sleep and Rest Domestic Violence Nutrition and diet Coffee, Tea Special Diet Living Will/ Healthcare Religious preference Sexual History surrogate Cultural Requirement Assessment of Domestic Violence HITS (Sherin et al, 1998) H I T S Hurt you physically? Insult or talk down to you? Threaten you with physical harm? Scream or curse at you? Assessment of Exercise FIT acronym to ask about exercise regimen F I T is for FREQUENCY of the activity is for the INTENSITY of the activity is for the TIMING, or duration, of the activity Assessment of Substance Abuse Abuse of alcohol and other substances is a highly prevalent problem Healthcare providers must assess for such behaviors because of implications for complications of illness Two types of tools used to assess alcoholism CAGE TACE The history of alcohol consumption and dependency can further be assessed by using the questionnaires HALT BUMP FATAL DT CAGE C: Are you CONCERNED about your drinking? A: Are you ever ANNOYED when someone questions the amount you drink? G: Do you ever feel GUILTY about your drinking? E: Do you feel you need an EYE-OPENER in the a.m.? TACE T: How many drinks does it TAKE to make you feel high? A: Have people ANNOYED you by criticizing your drinking? C: Have you felt you ought to CUT down? E: Do you feel you need an EYEOPENER in the a.m.? HALT H Do you usually drink to get HIGH? A Do you drink ALONE? L Do you ever find yourself LOOKING forward to drinking? T Have you noticed whether you seem to be becoming TOLERANT of alcohol? BUMP B “Have you ever had BLACKOUTS?” U “Have you ever used alcohol in an UNPLANNED way?” M “Do you ever drink alcohol for MEDICINAL reasons? P “Do you find yourself PROTECTING your supply of alcohol?” FATAL DT F A T A L D T “Is there a FAMILY history of alcoholic problems?” “Have you ever been a member of ALCOHOLICS Anonymous?” “Do you THINK you are an alcoholic?” “Have you ever ATTEMPTED or had thoughts of suicide?” “Have you ever had any LEGAL problems related to alcohol consumption?” “Do you ever DRIVE while intoxicated?” “Do you ever use TRANQUILIZERS to steady your nerves?” Review of Systems General Health Survey Diet Integumentary Skin Hair Nails HEENT Head and Neck Eyes Ears Nose and Sinuses Mouth and Throat Review of Systems Respiratory Male Reproductive Cardiovascular Musculoskeletal Breast Neurological Gastrointestinal Endocrine Genitourinary Hematologic/ Female Reproductive Immune Physical Exam General appearance Vital signs Head, neck Eyes, ears Chest, pulmonary Heart, peripheral vascular Skin Abdominal Musculoskeletal Mental status Neurological Female genital, breast Male genital, rectal How do you document the encounter? Documentation SOAP SOAPIE DAR PIE Narrative Electronic Medical Records Documentation Be accurate and objective. Use acceptable abbreviations. Be brief and to the point. Document in short phrases. Avoid “normal, usual, general, unremarkable” Record pertinent negatives. Include all required components Include only subjective in S Include only objective in O Associate each plan with corresponding assessment Date and sign documentation. Subjective Definition: Of, relating to, or designating a symptom or condition perceived by the patient and not by the examiner. Begins with chief concern Includes all of HPI Portions of Functional history Portions of PMH Pertinent SH, FH Pertinent ROS Objective Definition: Indicating a symptom or condition perceived as a sign of disease by someone other than the person affected. Begins with general observations Includes vital signs Includes systems based exam based on symptoms and understanding of anatomy/physiology/pathology Diagnostic data: laboratory, x-ray, etc. Sample SOAP Note (With Errors) Subjective Cc: “she says she has a sore throat” 51 year old female appears her stated age, alert, cooperative in no acute distress. Patient was well until 2 days ago when she awoke and noticed a sore throat, progressively worse throughout the day. Pain is constant, “scratchy” ache, rated 4/10, and radiates to the right ear with swallowing. Pain is aggravated by swallowing; relieved with salt water gargles and Chloraseptic spray. Objective Temp 98.7 F but she says she felt hot, PR 60 bpm, RR 14 bpm, BP sitting R arm 110/70 Throat: she says she has a lump in her throat; tongue not coated, uvula midline without ulcerations, tonsils prominent with erythema but no exudates Lungs: clear to auscultation without wheezing Assessment She’s worried this is Strep throat Plan Diagnostic tests: throat culture Treatment: patient asked for antibiotics Patient education: Associates degree in information technology Sample SOAP Note Subjective Cc: “My throat is really sore” Patient was well until 2 days ago when she awoke and noticed a sore throat, progressively worse throughout the day. Pain is constant, “scratchy” ache, rated 4/10, and radiates to the right ear with swallowing. Pain is aggravated by swallowing; relieved with salt water gargles and Chloraseptic spray. She reports feeling hot but has not measured her temperature and feels the sensation of lump in her throat, mostly on the right side. She believes this could be Strep throat and is concerned she is contagious to others. She has a history of Strep throat in high school with similar symptoms. Objective 51 year old female appears her stated age, well developed, well nourished, alert, cooperative in no acute Distress with no notable characteristics. Temp 98.7 F (orally), PR 60 beat per minute, RR 14 breaths per minute, BP sitting R arm 110/70mmHg Throat: tongue not coated, uvula midline without ulcerations, tonsils prominent with erythema but no exudates Lungs: clear to auscultation without wheezing Assessment 1. Possible Strep throat 2. Medication renewal: Synthroid Plan 1. Diagnostic tests: throat culture Treatment: antibiotics if throat culture positive Patient education: medication schedule, change toothbrush, encourage oral hydration 2. Diagnostic tests: blood TSH level in 6 months Treatment: Synthroid 100mcg po qd Disp 30 day supply with 5 refills Patient education: review symptoms of hypo and hyperthyroidism