Clinical Workflow: Patient Intake and Discharge · 3 min read
Clinical Workflow: Patient Intake and Discharge · Vital Signs
Every patient encounter begins with intake: measuring vital signs, interviewing the patient, and documenting what you find in precise medical language. This section covers vital signs, medical terminology, the patient interview and documentation, health promotion and screening, complementary and alternative therapies, and nutrition. It corresponds to subcategory A of Clinical Competency, the exam's largest category.
Vital signs are objective measurements of the body's basic physiological functions. Medical assistants must measure, record, and report them accurately because they provide critical baseline data for patient assessment.
| VitalSign | NormalAdultRange | KeyTerms |
|---|---|---|
| Temperature(oral) | 97 .6–99 .6°F (36 .4–37 .6°C); | Fever(pyrexia)above1004°F(38°C);hyperthermiaabove104°F; . |
| average986°F(37°C) . | hypothermiabelow95°F(35°C);febrilevs afebrile . | |
| Pulse | 60–100beatsperminute | Tachycardiaabove100bpm;bradycardiabelow60bpm |
| Respiration | 12–20breathsperminute | Tachypneaabove20;bradypneabelow12;apnea(absenceof |
| breathing) | ||
| Bloodpressure | Lessthan120/80mmHg | Elevated stage1andstage2hypertension(seebelow) , |
| Pulseoximetry | SpO 95–100% 2 | Below90%indicateshypoxemiarequiringintervention |
Temperature
Body temperature reflects the balance between heat production and heat loss, and it varies with measurement site, time of day, activity level, and hormonal factors.
| Site | Characteristics |
|---|---|
| Oral | Mostcommonsiteforadults |
| Axillary | Leastaccurate;readsabout1°Flowerthanoral |
| Rectal | Mostaccurate;readsabout1°Fhigherthanoral |
| Tympanic | Measuresinfraredenergyfromthetympanicmembrane |
| Temporalartery | Non-invasive; measures heat from blood flow through the temporal artery |
Fever patterns include intermittent (fluctuates between normal and elevated), remittent (fluctuates but never returns to normal), continuous (remains elevated with minimal variation), and relapsing (febrile periods alternate with normal periods over days).
Pulse
The pulse is the pressure wave created when the left ventricle contracts and forces blood into the aorta. The radial artery on the thumb side of the wrist is the most common site for routine assessment. The apical pulse, heard over the apex of the heart at the fifth intercostal space at the midclavicular line, gives the most accurate heart rate. Assess rate (beats per minute), rhythm (regular or irregular), and quality or volume (weak, thready, bounding, or normal).

Respiration
Respiration is the exchange of oxygen and carbon dioxide between the atmosphere and body cells; one respiration equals one inhalation plus one exhalation. Assess rate, rhythm, and depth, ideally without the patient's awareness (for example, while appearing to continue counting the pulse). Dyspnea is difficult or labored breathing, and orthopnea is difficulty breathing while lying flat.
| Pattern | Description |
|---|---|
| Eupnea | Normal unlaboredbreathing , |
| Cheyne-Stokes Kussmaul Biot | Alternatingperiodsofapneaandhyperventilation Deep rapidbreathingassociatedwithdiabeticketoacidosis , Irregularbreathingwithperiodsofapnea |
Blood Pressure
Blood pressure is the force exerted by blood against the arterial walls. Systolic pressure (the top number) reflects ventricular contraction, and diastolic pressure (the bottom number) reflects ventricular relaxation. Pulse pressure equals systolic minus diastolic pressure.
Adultbloodpressurecategories(Acc/Aha)
| Category | Systolic(mmHg) | Diastolic(mmHg) | |
|---|---|---|---|
| Normal | Lessthan120 | and | Lessthan80 |
| Elevated | 120–129 | and | Lessthan80 |
| Stage1hypertension | 130–139 | or | 80–89 |
| Stage2hypertension | 140orhigher | or | 90orhigher |
| Severe(crisisrange) | Higherthan180 | and/or | Higher than 120 — report to the provider immediately |
When systolic and diastolic readings fall in different categories, the patient is classified by the higher category. A reading of 128/92 is stage 2 hypertension because the diastolic value is 90 or higher.
Korotkoff sounds are the five phases heard during measurement. Phase I, the first clear tapping sound, marks the systolic pressure; phase V, the disappearance of sound, marks the diastolic pressure in adults. The auscultatory gap is a silent interval that may occur between systolic and diastolic sounds, common in hypertensive patients; palpating the systolic pressure first prevents missing it.
Factors affecting blood pressure include age, weight, stress, medications, body position, arm position, cuff size, and recent activity. The cuff bladder should encircle about 80% of the arm circumference. A cuff that is too small produces a falsely high reading; a cuff that is too large produces a falsely low reading.
Pulse Oximetry, Pain, and Measurements
Pulse oximetry measures the oxygen saturation (SpO2) of hemoglobin in arterial blood. Accuracy is affected by nail polish, cold extremities, poor circulation, carbon monoxide poisoning, anemia, and excessive movement.
Pain is often called the fifth vital sign. Assessment tools include numeric rating scales (0–10), visual analog scales, the Wong-Baker FACES scale for children, and the FLACC scale for nonverbal patients. Documentation includes location, quality, intensity, onset, duration, aggravating factors, and relieving factors.
No pain Mild Moderate Severe Worst possible
Height, weight, and body mass index (BMI) are measured at intake. For infants and children, length or height, weight, and head circumference are plotted on growth charts to track development over time.
Finished reading?
Lock it in with a quick Clinical Workflow: Patient Intake and Discharge quiz.