An introduction to cardiorespiratory physiotherapy: respiratory assessment

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Chapter 1 An introduction to cardiorespiratory physiotherapy

respiratory assessment

1.1 The scope of respiratory physiotherapy

Patients with respiratory problems are encountered in many different settings, from long-term care in the community to critically ill patients on an intensive therapy unit (ITU) (also known as critical care) (Figs 1.11.3). Respiratory care may be an integral part of the patient’s management in secondary care (hospital) settings, such as respiratory, medical, and surgical and orthopaedic wards as well as burns, care of the elderly, paediatric, neurological, neurosurgical and oncology units. It may also be required for patients with mental health problems or learning disabilities. Physiotherapists work in many of these settings and also within primary care (in the community) for the longer-term rehabilitation of these patients. They may be employed in multiprofessional ‘rapid response’ or ‘early discharge’ teams, in which they share the responsibility for assessing and managing acutely ill patients in their own home.

This book will cover physiotherapy assessment in any of the above settings. It is recognized that our role with many respiratory patients may be directed more towards function and rehabilitation than towards specific respiratory problems. Although the focus of this book will be on the assessment of the cardiovascular and respiratory systems, the checklists and tools also include reference to some generic assessment procedures (e.g. functional assessment) and aspects of musculoskeletal and neurological assessment (e.g. pain assessment and muscle testing); however, these have not been considered in detail and the reader is directed to other books in the toolkit series for further information.

The case history in Box 1.1 illustrates the scope of respiratory physiotherapy.

Box 1.1

Bob Fleming is a 68 year old man with chronic obstructive pulmonary disease who presented to his GP with a chronic productive cough and shortness of breath; he was referred to an outpatient physiotherapist, who taught him some strategies for airway clearance.

At this point, it was noted that he had slowly declining exercise tolerance, and so was referred on to the community pulmonary rehabilitation team. This improved his exercise tolerance, reduced his breathlessness and he was delighted.

Two years later he had his first significant exacerbation of his disease, and was admitted to hospital via the emergency department. He developed type II respiratory failure and was commenced on non-invasive ventilation and transferred to a critical care unit. The medical ward physiotherapist assisted in the setting up and monitoring of his non-invasive ventilation.

Although, initially, he improved, later that day he deteriorated to the point where he required intubation and invasive ventilation. His respiratory status and early rehabilitation were managed by the critical care physiotherapist.

From critical care he was discharged to a respiratory ward, where his therapy continued. He was given an early discharge, requiring regular observation and review; therefore, he was placed in the care of the early discharge team, which included a physiotherapist.

Once stable, he was referred back to the pulmonary rehabilitation team in order to help him return to his preadmission level of ability.

1.2 Why do we assess?

When assessing a patient you should have a clear idea of the purpose of the assessment before you start. There may be several aims of a ‘respiratory’ assessment (see 1.3 Aims of respiratory assessment); although all or most of these issues may need to be addressed at some point, it is necessary to prioritize which are the most significant at the time of assessment. Be aware that priorities may change, and you need to be flexible and responsive to changes in the patient’s condition and situation.

1.3 Aims of respiratory assessment

Assessment may be carried out in order to:

identify patients requiring immediate CPR (cardiopulmonary resuscitation) – patient safety!

identify the need for respiratory support – such as oxygen therapy or ventilation

identify patients requiring specific physiotherapy treatment for sputum retention, loss of volume or breathlessness

select appropriate physiotherapy management options for managing sputum retention, loss of volume or breathlessness

identify patients who need to be referred to the medical team for review, such as those who do not appear to be on optimum medication (e.g. steroids or bronchodilators) or those who require further investigations (e.g. chest X-rays or lung function tests)

determine whether patients can be safely managed at home or whether they need to be in hospital (discharge planning for those in hospital, or admission decisions for patients at home)

identify any support (e.g. social or medical) the patient may require in order to be discharged from hospital or remain at home

identify and rate the patient’s functional ability and level of independence in activities of daily living

identify the patient’s goals, e.g. in relation to improving mobility, function or social participation

select appropriate physiotherapy management options for enabling functional ability and independence, and make referrals to other multidisciplinary team members

facilitate the prescription of an exercise programme that is appropriate for the patient’s physical, psychological and social situation

assess a patient’s suitability for pulmonary or cardiac rehabilitation

assess a patient before and/or after intervention as an outcome measure for audit or research.

The assessment procedures that you use and the significance of the assessment findings will vary according to the patient’s situation and the stage in the patient’s pathway of care.

1.4 Assessment approaches

Physiotherapy assessment of the respiratory patient may be classified into three main approaches:

1.5 Assessment in the community

When visiting patients in their own home, assessment priorities may vary depending on whether you are working with acutely ill patients (e.g. in a ‘hospital at home’ or ‘early discharge’ team) or whether you are visiting patients who are medically stable for rehabilitation purposes.

With an acutely ill patient, your role may involve making a decision about whether the patient needs admission to hospital or whether he or she requires urgent medical care in order to remain at home (Fig. 1.5). With more stable patients, your priority may be towards optimizing their mobility, function and quality of life to help them to achieve their personal goals and optimum potential. Assessment of an acute respiratory patient in the community setting requires analysis of medical, functional, environmental and social situations, which may be liable to change.

Clinical reasoning therefore requires ongoing re-evaluation of the risk of managing the patient at home, and any decision to admit the patient to hospital is made in accordance with national guidelines (e.g. those produced by the National Institute for Health and Clinical Excellence 2010; see Further reading) and also taking into account the local health and social provision. Some criteria are clear (e.g. unconscious or acutely confused patient), but many are dependent on local services and skills of staff. Patients have the right to choose where treatment is delivered. Discuss all treatment options and risks with patients so that a joint decision can be made, and liaise with other members of the multidisciplinary team.