General Survey Assessment in Nursing
Chapter 1 General Survey
🧭 Overview
🧠 One-sentence thesis
A general survey assessment is a systematic, whole-person observation using all five senses that begins at first patient contact and guides nurses to identify areas requiring focused assessment and immediate intervention.
📌 Key points (3–5)
- What it is: A holistic observation of appearance, behavior, mobility, communication, nutrition, fluid status, and vital signs—not just isolated measurements.
- When it happens: Begins immediately upon meeting the patient and continues throughout the relationship; always starts with a primary survey to ensure medical stability.
- Common confusion: General survey vs. primary survey—the primary survey is a rapid check for life-threatening conditions (mental status, airway, breathing, circulation), while the general survey is a broader assessment of overall health status.
- Foundation in the nursing process: Assessment (including general survey) is the first step in the ANA's six-component nursing process (ADOPIE: Assessment, Diagnosis, Outcomes, Planning, Implementation, Evaluation).
- Why it matters: Findings guide focused assessments, reveal urgent conditions, and establish a baseline for ongoing care.
🏥 Before you begin: Safety and preparation
🧼 Infection control
Medical asepsis: measures to prevent the spread of infection in health care agencies.
- Hand hygiene is mandatory before and after every patient contact.
- Use soap and water if hands are visibly soiled or the patient has C. difficile; otherwise, hand sanitizer is equally effective and less drying.
- Apply enough sanitizer to cover both hands; rub for ~20 seconds until dry.
- Don't confuse: Gloves are not a substitute for hand hygiene—wash hands after removing gloves.
When to perform hand hygiene:
- Immediately before touching a patient
- Before aseptic tasks or handling devices
- After contact with blood, body fluids, or contaminated surfaces
- Before donning and immediately after removing gloves
- When leaving the patient area
🦺 Personal protective equipment (PPE)
- Perform a risk assessment before entering the room: Is there signage for contact/droplet/airborne precautions? Will you be exposed to body fluids, coughing, or sneezing?
- PPE includes gowns, gloves, masks, eyewear, and face shields as indicated.
👤 Patient identification and introduction
Use two identifiers:
- Ask the patient to state their name and date of birth; compare to the armband or chart.
- If the patient cannot respond, scan the armband or ask staff/family to verify.
AIDET framework for communication:
- Acknowledge: Greet by name; ask preferred name and pronouns.
- Introduce: State your name and role.
- Duration: Estimate how long the task will take.
- Explanation: Describe what will happen step by step.
- Thank you: Thank the patient; ensure the call light is within reach before leaving.
🌍 Cultural safety and developmental adaptation
Cultural safety: the creation of safe spaces for patients to interact without judgment or discrimination.
- Recognize that both you and the patient bring cultural contexts to the interaction.
- Ask open-ended questions: "Can you share what is important about your cultural background that will help me care for you?"
- Adapt to developmental stage: Use demonstrations with dolls for children; allow private interviews for adolescents; ensure glasses/hearing aids are in place for older adults.
🚨 Primary survey: Ensuring medical stability
🚑 What it is
Primary survey: a brief initial check to ensure the patient is medically stable before proceeding with a general survey.
- If any signs of distress are found, defer the general survey and obtain emergency assistance.
🧠 Mental status
- Is the patient responsive or unresponsive?
- Can you awaken them?
- Are they oriented to person, place, and time (name, location, day of the week)?
- Don't confuse: A sudden change in mental status is an emergency—obtain help immediately.
🫁 Airway and breathing
- Is the airway open?
- Is the patient breathing adequately?
- Institute emergency care for respiratory distress as needed.
💓 Circulation
- If unresponsive, perform a sternal rub (firmly rub knuckles on sternum) to try to elicit a response.
- If no response, check the carotid pulse and call for emergency assistance.
- Observe skin color and moisture: cool, moist, pale, or bluish skin can indicate shock.
Example: In a clinic, observe the patient from the moment they are called from the waiting room—watch gait, balance, and communication. If distress is noted, follow agency protocol immediately.
🔍 General survey components
👁️ General appearance
What to observe:
- Signs of pain or distress: Grimacing, moaning, increased anxiety.
- Age: Does the patient appear their stated age? Chronic disease can make patients look older.
- Body type: Reflects nutritional status and lifestyle.
- Hygiene, grooming, dress: Overall cleanliness, odors, appropriateness of clothing for the season.
Why it matters: Poor hygiene or inappropriate dress may reflect cognitive impairment, emotional distress, or inability to complete daily activities.
Example: A patient wearing a heavy winter coat on a warm summer day with an unclean body odor may have cognitive impairment or neglect—this requires further assessment.
🎭 Behavior and mood
Affect: the outward display of one's emotional state (e.g., "flat affect" with few facial expressions is associated with depression).
What to observe:
- Affect and mood: Facial expressions, eye contact, what they say and do. Note if mood seems inappropriate for the situation (e.g., elation when most would be concerned).
- Family dynamics: Patterns of interaction between family members—do they show mutual respect or hostility?
- Signs of abuse: Fearfulness, excessive quietness, bruising, burn marks. Interview the patient alone if abuse is suspected; report per agency policy and state mandates.
- Substance use disorder: Unusual pupil size (dilated or constricted), unusual behaviors. Approach nonjudgmentally; report concerns to the provider.
Don't confuse: Lack of eye contact may indicate depression, but it can also reflect cultural beliefs that direct eye contact is disrespectful—validate cues before making inferences.
🚶 Mobility and posture
What to observe:
- Posture: Normal posture is upright with parallel alignment from shoulders to hips. Note hunching, slumping (e.g., kyphosis), rigidity.
- Gait and balance: Healthy people walk with a smooth gait and arms moving freely; they can stand unassisted. Altered gait or balance increases fall risk.
- Range of motion: Do extremities move equally on both sides? Note tremors or non-purposeful movements. Document use of assistive devices (cane, walker).
Example: A patient with a shuffling, staggering gait who does not use an assistive device appropriately is at high risk for falls and requires further assessment.
🗣️ Communication
What to observe:
- Speech: Is it clear, understandable, at an even pace? Or garbled, slurred, slow? Neurological disorders can affect speech.
- Response to commands: Does the patient follow instructions, or do they have difficulty understanding or cooperating?
- Language barriers: Obtain an interpreter if English is not the patient's primary language.
🍎 Nutritional status
- Visual observation can reveal cues about appetite, diet, food intake, exercise.
- Factors influencing nutrition: financial issues, transportation, swallowing difficulties, missing teeth, poorly fitting dentures.
💧 Fluid status
- Dehydration signs: Dry skin, dry mucous membranes, sunken eyes (adults), sunken fontanel (infants).
- Excess fluid signs: Swelling/edema in extremities, difficulty breathing.
📏 Height, weight, and BMI
Body Mass Index (BMI): a standardized reference range to gauge weight status; represents body fat but may not be accurate for athletes, people with edema/dehydration, or older adults with muscle loss.
BMI categories:
- Underweight: Below 18.5 kg/m²
- Healthy weight: 18.5 to 24.9 kg/m²
- Overweight: 25 to 29.9 kg/m²
- Obesity: 30 to 34.9 kg/m²
- Extreme obesity: Over 35 kg/m²
Formula: BMI = weight (kg) / height (m)² or BMI = weight (lb) / height (in)² × 703
Example: A person 5'9" (69 inches) weighing 155 pounds has a BMI of 23 (healthy weight).
🩺 Vital signs
🌡️ Temperature
Routes and normal ranges:
| Method | Normal Range |
|---|---|
| Oral | 35.8–37.3°C (96.4–99.1°F) |
| Axillary | 34.8–36.3°C (96.4–97.3°F) |
| Tympanic | 36.1–37.9°C (97.0–100.2°F) |
| Rectal | 36.8–38.2°C (98.2–100.8°F) |
| Temporal | 35.2–37.0°C (95.4–98.6°F) |
Key techniques:
- Oral: Place probe in posterior sublingual pocket; patient keeps mouth closed but does not bite. Wait 15–25 minutes after hot/cold beverages or 5 minutes after chewing gum/smoking.
- Tympanic: Pull helix up and back (adults/older children) or down (infants/children under 3); insert probe just inside ear canal. Do not use if ear infection is suspected.
- Axillary: Place probe high in armpit on bare skin; patient lowers arm until device beeps (~10–20 seconds). Reading is ~0.3–0.6°C lower than oral.
- Rectal: Most invasive; considered gold standard for infants. Lubricate probe; insert 2–3 cm (less for babies). Reading is ~0.3–0.6°C higher than oral.
Don't confuse: Document the route used—temperature varies by location.
💓 Pulse
Pulse: the pressure wave that expands and recoils arteries when the left ventricle contracts.
Normal heart rate by age:
| Age Group | Heart Rate (bpm) |
|---|---|
| Preterm | 120–180 |
| Newborn (0–1 month) | 100–160 |
| Infant (1–12 months) | 80–140 |
| Toddler (1–3 years) | 80–130 |
| Preschool (3–5 years) | 80–110 |
| School age (6–12 years) | 70–100 |
| Adolescent/Adult | 60–100 |
Pulse characteristics (document all four):
- Rhythm: Regular (even tempo) or irregular (regularly irregular or irregularly irregular).
- Rate: Count for a full 60 seconds, especially if irregular. First beat felt is "One."
- Force (four-point scale):
- 3+: Full, bounding
- 2+: Normal/strong
- 1+: Weak, diminished, thready
- 0: Absent/nonpalpable (use Doppler ultrasound device to verify perfusion)
- Equality: Compare pulse forces on both sides of the body (e.g., both radial pulses). Never palpate both carotid pulses simultaneously—this can decrease blood flow to the brain.
Common pulse sites:
- Radial: Use pads of first three fingers along radius bone on lateral wrist (thumb side). Difficult to palpate in newborns/children under 5—use brachial or apical instead.
- Carotid: Locate medial to sternomastoid muscle, between muscle and trachea, in middle third of neck. Palpate one side at a time. Used in emergencies (last pulse to disappear).
- Brachial: Feel bicep tendon in antecubital fossa; move fingers medially ~1 inch. Hyperextend arm to accentuate pulse. Used for infants/children.
- Apical: Listen with stethoscope over specific position on chest wall. Most accurate; indicated before cardiac medications.
🫁 Respiratory rate
Respiration: breathing and movement of air into (inspiration) and out of (expiration) the lungs. One respiratory cycle = one inspiration + one expiration.
Normal respiratory rate by age:
| Age | Normal Range (breaths/min) |
|---|---|
| Newborn to 1 month | 30–60 |
| 1 month to 1 year | 26–60 |
| 1–10 years | 14–50 |
| 11–18 years | 12–22 |
| Adult (18+) | 10–20 |
What to assess:
- Quality: Normally relaxed and silent. Loud breathing, nasal flaring, use of accessory muscles, or tripod position (leaning forward, arms on knees) indicate respiratory distress—notify provider immediately.
- Rhythm: Regular in awake children/adults; irregular in newborns/infants is common.
- Rate: Consider factors like sleep, pain, crying.
🩸 Oxygen saturation (SpO2)
SpO2: estimated oxygenation level based on saturation of hemoglobin measured by a pulse oximeter.
- Target range: 94–100% for adults; 88–92% for patients with chronic respiratory conditions (e.g., COPD).
- Technique: Attach sensor to finger, toe, or earlobe. Remove nail polish or use alternative sensor (earlobe, forehead) if needed. If hands/feet are cold, use earlobe or forehead.
- Limitations: SpO2 is an estimate—not always accurate. Severe anemia or decreased peripheral circulation can affect readings.
🩺 Blood pressure
- Refer to the "Blood Pressure" chapter for detailed measurement techniques.
📋 Expected vs. unexpected findings
| Assessment | Expected | Unexpected (report if new) |
|---|---|---|
| Signs of distress | None | Unresponsive, difficulty breathing, confused, moaning, grimacing |
| Mood/appearance | Calm, cooperative, responds appropriately, appears stated age | Depressed, anxious, agitated, signs of substance use (e.g., alcohol scent) |
| Orientation | Alert and oriented to person, place, time | Unable to provide name, location, or day |
| Hygiene | Well groomed, clothing appropriate for weather | Unkempt, inappropriate clothing |
| Family dynamics | Mutual respect, trust, caring | Unfriendly, disrespectful, hostile; signs of abuse |
| Speech/communication | Clear, understandable, follows instructions | Garbled, difficult to understand, unable to respond or follow commands |
| Range of motion | Moves all extremities equally with good posture | New facial drooping, altered/unequal movement |
| Mobility | Smooth, even gait; maintains balance without assistance | Shuffling, staggering, limping; impaired balance; assistive devices not used appropriately |
| Nutrition | BMI within normal range | BMI out of range; unexplained weight loss/gain |
| Fluid status | Moist mucous membranes | Dry skin/mucous membranes, sunken eyes (adults), sunken fontanel (infants) |
CRITICAL conditions to report immediately: Newly unresponsive or altered mental status, difficulty breathing, vital signs out of range, cool/clammy/cyanotic skin.
📝 Documentation
✅ Sample: Expected findings
"Mrs. Smith is a 65-year-old patient who appears her stated age. Calm, cooperative, alert, and oriented ×3. Well-groomed with clean clothing appropriate for weather. Speech is clear, understandable, and follows instructions appropriately. Moves all extremities equally bilaterally with good posture. Gait is smooth and maintains balance without assistance. Skin warm and mucous membranes moist. 5'4" and weighs 143 pounds with BMI of 24 in normal weight category. Vital signs: BP 120/70, pulse 74 and regular, respiratory rate 14, temperature 36.8°C, SpO2 98% on room air."
⚠️ Sample: Unexpected findings
"Mrs. Smith is a 65-year-old patient with older appearance than stated age. Slightly agitated during interview. Oriented to person only and denies pain. Wearing a heavy winter coat on a warm summer day and unclean body odor. Slow to respond to questions and does not follow commands. Neglect noted of right arm. Gait shuffling with stooped posture with no assistive device. 5'4" and weighs 102 pounds with BMI of 17.5 in underweight category. Vital signs: BP 186/55, pulse 102 and irregular, respiratory rate 22, temperature 38.1°C, SpO2 88% on room air."
🎯 Key takeaways
- Establish trust: Use a calm voice, provide undivided attention, and use all your senses to pick up on important cues.
- Prioritize safety: Always complete a primary survey first; report critical conditions immediately.
- Adapt to the patient: Consider developmental stage, cultural beliefs, and individual circumstances.
- Document thoroughly: Include both expected and unexpected findings; note the context (e.g., patient was crying, in pain).
- Follow up: Analyze findings, recognize deviations from normal, and report appropriately—as a nursing student, notify your instructor and/or the collaborating nurse immediately.