What should be included in a comprehensive physical assessment template?

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Last updated: October 24, 2025View editorial policy

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Comprehensive Physical Assessment Template

A comprehensive physical assessment template should include vital signs, general appearance, head-to-toe examination, and specialized assessments based on patient population, with documentation of all findings in a systematic manner. 1

Initial Preparation and Vital Signs

  • Measure and document vital signs including temperature, pulse rate, respiratory rate, blood pressure (in both arms), and oxygen saturation 2, 1
  • Calculate body mass index (BMI) by measuring height and weight 2, 1
  • Assess orthostatic blood pressure changes when indicated (measure blood pressure lying, sitting, and standing) 2, 1
  • Note: Vital sign accuracy is critical - automated devices generally provide more reliable measurements than manual techniques for heart rate and respiratory rate 3

General Assessment

  • Evaluate overall appearance, level of consciousness, and apparent distress 2, 1
  • Assess body habitus for evidence of wasting, obesity, or lipodystrophy 2, 1
  • Document growth variables in pediatric patients (length, weight, occipitofrontal circumference) 2

Head and Neck Assessment

  • Inspect head for deformities, lesions, symmetry, and fontanelles (in infants) 2, 1
  • Examine eyes, including visual acuity, pupillary response, extraocular movements, and fundoscopic examination 2, 1
  • Assess ears including tympanic membranes 2
  • Evaluate nose and mouth for congestion, lesions, ulcers, and evidence of trauma 2
  • Palpate thyroid gland and lymph nodes in the neck 2, 1

Cardiovascular Assessment

  • Auscultate heart for rate, rhythm, and abnormal sounds 2
  • Palpate peripheral pulses, including femoral, popliteal, dorsalis pedis, and posterior tibial 2, 1
  • Assess for capillary refill time, rubor on dependency, pallor on elevation, and venous filling time 2, 1
  • Evaluate for peripheral edema 2

Respiratory Assessment

  • Observe respiratory effort and pattern 2
  • Auscultate lungs for normal breath sounds and adventitious sounds 2
  • Palpate chest for tenderness, crepitus, or irregularities 2

Abdominal Assessment

  • Inspect abdomen for distention, visible masses, or abnormal movements 2
  • Auscultate bowel sounds 2
  • Palpate for organomegaly, masses, and tenderness 2
  • Assess for hepatomegaly or splenomegaly 2, 1

Musculoskeletal and Neurological Assessment

  • Evaluate muscle tone, strength, and symmetry of movement 2
  • Assess gait and balance when appropriate 2
  • Evaluate mental status and cognitive function 2, 1
  • Test sensory function using the 10-g monofilament test, pinprick or temperature perception, and vibration testing with a 128-Hz tuning fork 2, 1
  • Assess deep tendon reflexes 2

Skin Assessment

  • Perform comprehensive skin examination, noting any lesions, ulcerations, calluses, or wounds 2, 1
  • Document color, perfusion, and evidence of injury 2
  • Pay particular attention to feet and pressure points in patients at risk for skin breakdown 2, 1

Genitourinary Assessment

  • Examine external genitalia for abnormalities, lesions, or discharge 2
  • Include pelvic examination for female patients when indicated 2

Special Considerations for Specific Populations

  • For diabetic patients, perform comprehensive foot examination at least annually 2
  • For psychiatric patients, include depression, anxiety, and substance use screening 2
  • For older adults, apply the "Geriatric 5Ms" framework: Mind, Mobility, Medications, what Matters most, and Multicomplexity 1
  • For pediatric patients, include assessment of developmental milestones 2
  • For patients with eating disorders, document patterns of restrictive eating, food avoidance, binge eating, and compensatory behaviors 2

Laboratory and Diagnostic Evaluation

  • Initial laboratory evaluation should include complete blood count, urinalysis, serum electrolytes, blood urea nitrogen, serum creatinine, fasting blood glucose or glycohemoglobin, lipid profile, liver function tests, and thyroid-stimulating hormone when indicated 2, 1
  • Consider 12-lead electrocardiogram and chest radiograph when indicated 2, 1

Documentation and Follow-up Planning

  • Document all findings systematically 1
  • Develop a treatment plan based on assessment findings 2
  • Provide patient education on self-examination techniques when appropriate 2, 1
  • Schedule appropriate follow-up based on assessment findings 2

References

Guideline

Comprehensive Adult Assessment

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Accuracy of Patient-Collected Vital Signs.

Telemedicine journal and e-health : the official journal of the American Telemedicine Association, 2024

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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