Focused Cardiovascular Assessment of a Composite 61-Year-Old With Exertional Dyspnea and Evening Ankle Swelling: History, Examination, and the Impression They Support
Student Name
Master of Science in Nursing Program, Aspen University
N518: Advanced Physical Assessment
Instructor Name
Month Day, Year
Focused History: A Two-Month Decline in Exercise Tolerance
The patient described here is a composite built for teaching, and no real person, encounter, or record is represented; every figure is illustrative and is carried consistently through the document. The composite is a 61-year-old woman seen at a hospital-affiliated primary care clinic for a concern she stated as getting winded walking to the mailbox and shoes that no longer fit by evening. Two months ago she carried two bags of groceries up one flight of stairs without stopping. She now stops twice on the same flight and rests about 40 seconds each time. The change has been gradual rather than sudden, has not varied with pollen or weather, and has not improved on days she rests.
About 20 days ago she began sleeping on two pillows, and twice in the past seven days she woke about two hours after falling asleep with breathlessness that eased after five minutes of sitting upright. Her home scale shows a 3.6 kg gain over 35 days with no change in appetite or portion size. Ankle swelling appears by late afternoon, is worst after a six-hour shift standing in a school kitchen, and is gone or nearly gone by morning. She reports no chest pain at rest or on exertion, no fever, no productive cough, no wheeze, no calf pain, and no recent travel or immobility. She has not fainted and has had no palpitations.
Her history includes hypertension for 14 years, treated with a thiazide diuretic and an angiotensin converting enzyme inhibitor that she takes about five days in seven by her own estimate, and type 2 diabetes for six years with a hemoglobin A1C of 7.4 percent recorded four months ago. She smoked about 12 pack-years and stopped nine years ago. She drinks no alcohol and takes no over-the-counter anti-inflammatory drugs. Her mother had heart failure at 68. Heart failure affects about 6.7 million adults in the United States, and her age, blood pressure history, and diabetes place her in the group where it most often appears (Centers for Disease Control and Prevention, 2024). Taken together, the history predicts a specific examination: if fluid is the problem and the left side of the heart is the reason, the neck veins, the apical impulse, the lung bases, and both ankles should agree, and the swelling should be symmetric.
Focused Examination: Technique, Position, and What Each Maneuver Showed
Blood pressure was measured after five minutes of seated rest with the arm supported at heart level and a cuff sized to the arm, and two readings one minute apart were averaged, which is the office technique described by the American Heart Association (Muntner et al., 2019). The average was 149/86 mmHg in the right arm, with a heart rate of 96 beats per minute and regular, a respiratory rate of 22 breaths per minute, an oral temperature of 36.8 degrees Celsius, and an oxygen saturation of 94 percent on room air. Clinic weight was 88.4 kg against 85.1 kg recorded at a visit 77 days earlier. She spoke in full sentences and sat upright without distress.
With the head of the examination table at 45 degrees and the head turned slightly left under tangential light, the top of the jugular venous pulsation sat 4 cm above the sternal angle, an estimated central venous pressure of about 9 cm of water (Bickley et al., 2021). Sustained pressure over the right upper abdomen for 10 seconds raised that level, and it stayed raised for as long as the pressure was held. The apical impulse was palpable in the sixth intercostal space at the anterior axillary line, about 3 cm across, displaced from the expected fifth space at the midclavicular line. On auscultation with the bell at the apex in the left lateral decubitus position, a low-pitched third heart sound followed S2. No murmur, rub, or fourth heart sound was heard.
Fine late inspiratory crackles were audible over the posterior lung bases to about one third of the way up, in the same places on both sides, and they did not clear after three deep coughs. The expiratory phase was not prolonged, there was no wheeze, and the anteroposterior chest diameter was normal. Both legs showed pitting edema to mid-shin, graded 2+ and symmetric, with no calf tenderness, no unilateral swelling, no palpable cord, and no hemosiderin staining, varicosities, or lipodermatosclerosis. Dorsalis pedis and posterior tibial pulses were 2+ and equal. The abdomen was soft with no shifting dullness and no fluid wave, and there was no periorbital edema.
Impression and the Reasoning That Connects It to the Findings
The impression is volume overload from left ventricular dysfunction, presenting as heart failure of gradual onset. Every element of the history has an examination partner. Orthopnea and the two nocturnal episodes are matched by an elevated jugular venous pressure and a sustained abdominojugular response. The 3.6 kg home weight gain is matched by a 3.3 kg clinic gain over 77 days and by symmetric pitting edema. The exertional limit is matched by bibasilar crackles that do not clear with cough. The displaced apical impulse points to a dilated left ventricle rather than to retained fluid alone. In a synthesis of studies of patients presenting with dyspnea, a third heart sound carried a positive likelihood ratio near 11 and jugular venous distension near 5 for heart failure (Wang et al., 2005).
Three competing explanations were considered, and each is weaker against the same data. Chronic obstructive pulmonary disease would fit a former smoker with exertional breathlessness, but there is no wheeze, no prolonged expiratory phase, no increased chest diameter, and no morning sputum, and breathlessness that appears two hours into sleep and eases on sitting is not the pattern that disease produces. Chronic venous insufficiency explains swelling that worsens with standing and resolves overnight, but it does not produce orthopnea, a third heart sound, or crackles, and the skin carries none of the staining or induration that years of venous hypertension leave. Deep vein thrombosis is unlikely because the swelling is bilateral, symmetric, and painless, with no cord and no period of immobility.
A focused note is judged by what the next reader can do with it, so this one closes by naming the data the impression calls for rather than by asserting a diagnosis the examination alone cannot confirm. An electrocardiogram, a natriuretic peptide level, a basic metabolic panel, a complete blood count, and an echocardiogram to establish ejection fraction are the ordinary next steps in guideline-based evaluation of suspected heart failure (Heidenreich et al., 2022). In this composite case the findings that would raise urgency are a resting oxygen saturation that falls below the recorded 94 percent, breathlessness at rest, or a further rise in weight over days. Written this way the note travels, because a colleague can see which findings would have to change for the impression to change.
References
Bickley, L. S., Szilagyi, P. G., Hoffman, R. M., & Soriano, R. P. (2021). Bates' guide to physical examination and history taking (13th ed.). Wolters Kluwer.
Centers for Disease Control and Prevention. (2024). About heart failure. U.S. Department of Health and Human Services. https://www.cdc.gov/heart-disease/about/heart-failure.html
Heidenreich, P. A., Bozkurt, B., Aguilar, D., Allen, L. A., Byun, J. J., Colvin, M. M., Deswal, A., Drazner, M. H., Dunlay, S. M., Evers, L. R., Fang, J. C., Fedson, S. E., Fonarow, G. C., Hayek, S. S., Hernandez, A. F., Khazanie, P., Kittleson, M. M., Lee, C. S., Link, M. S., ... Yancy, C. W. (2022). 2022 AHA/ACC/HFSA guideline for the management of heart failure. Circulation, 145(18), e895-e1032. https://doi.org/10.1161/CIR.0000000000001063
Muntner, P., Shimbo, D., Carey, R. M., Charleston, J. B., Gaillard, T., Misra, S., Myers, M. G., Ogedegbe, G., Schwartz, J. E., Townsend, R. R., Urbina, E. M., Viera, A. J., White, W. B., & Wright, J. T. (2019). Measurement of blood pressure in humans: A scientific statement from the American Heart Association. Hypertension, 73(5), e35-e66. https://doi.org/10.1161/HYP.0000000000000087
Wang, C. S., FitzGerald, J. M., Schulzer, M., Mak, E., & Ayas, N. T. (2005). Does this dyspneic patient in the emergency department have congestive heart failure? JAMA, 294(15), 1944-1956. https://doi.org/10.1001/jama.294.15.1944
How this N 518 Module 4 example is structured
Aspen University does not publish module-by-module deliverable names, so this N518 Module 4 example is written to the genre the module almost certainly wants: in many sections this module of Advanced Physical Assessment asks Master of Science in Nursing students for a focused assessment write-up on one body region rather than a head-to-toe survey, and your classroom's instructions and rubric decide the exact form. The order is the order the reasoning actually runs. History comes first and is written narrowly enough that a reader can predict the examination from it. The examination follows, with the technique and the position named for each finding, because a finding without its method cannot be checked. The impression comes last and cites the same history and examination items back by name, so nothing appears in the conclusion that was not gathered first.
N518 Module 4 questions, answered
What does N518 Module 4 usually ask for?
Aspen does not publish module-by-module deliverable names, so treat any description as typical rather than official. In many sections this module of the advanced assessment course asks for a focused write-up of one region, documented as history, examination, and impression. Your classroom's instructions and rubric decide the exact form, length, and citation expectations.
How is a focused write-up different from a full head-to-toe note?
Scope and justification. A head-to-toe note records everything. A focused note records the systems the presenting concern makes relevant, plus the deliberate negatives that rule competing explanations in or out. The sample above examines the neck veins, precordium, lungs, and legs in detail and says almost nothing about anything else, because nothing else changes the impression.
Can the patient be invented, or does it have to be someone real?
Build a composite and label it as one, which is what the sample does in its first sentence. Composites protect privacy completely because no real encounter exists to expose. Keep the invented figures internally consistent, then use real published sources for technique, likelihood ratios, and guideline steps so the reasoning rests on evidence rather than on the story.
Write yours, or have the desk draft it
This paper is an original model document written by our desk, not a submitted student paper and not an official Aspen University document. Read it for the moves, then write your own to the instructions in your classroom. If you want one built to your exact prompt and rubric, the first custom sample is free and arrives in 24 to 48 hours.