What are the stages of the patient interview process?

Collecting patient data is a core step in the nursing process. Often referred to as a nursing health assessment interview, nurses—and nursing students enrolled in nursing programs—must systemically collect patient health information so patients can receive the care they need.

While it’s tempting to think otherwise, health assessment in nursing is so much more than asking questions. It’s the gateway to building an effective nurse–patient relationship that will make patients feel at ease, supported, and empowered.

Whether you’re just learning how to become a nurse in a nursing program or are an RN reviewing best practices in your field, you’ll benefit from knowing about some of the most effective health assessment interview techniques. They include:

  • Active listening
    Nurses must do more than simply listen when conducting a health history assessment—they must actively listen. Active listening involves fully comprehending what a patient is communicating through both verbal and nonverbal cues (such as body language), as well as the patient’s emotional state. Complete concentration is essential during a nursing assessment. Listen carefully, using verbal and nonverbal prompts to encourage the patient to expand on his or her symptoms and the circumstances surrounding them.
  • Adaptive questioning
    Also referred to as guided questioning, adaptive questioning helps you encourage a patient to fully communicate without interrupting the flow of his or her narrative. Start with general questions, making them more specific as you move through the interview. Health assessments in nursing require questioning that elicits a graded response versus a yes or no reply. A series of questions, asked one at a time, often helps patients open up, as does offering multiple choices for answers. Request additional information when necessary by asking the patient to clarify their statements. Repeating his or her statements (a technique called echoing) is also helpful, as is using verbal and nonverbal continuers, such as nodding your head or saying things like “go on.”
  • Nonverbal communication
    Nursing assessments also require that you be in tune with a patient’s nonverbal communication, such as posture, eye contact, facial expression, and the like. Reading and understanding these nonverbal cues help nurses understand patients more fully, and using nonverbal communication of their own—such as mirroring a patient’s position or using therapeutic physical contact (placing a hand on the patient’s arm, for example)—can further augment the health history assessment.

  • Empathy, validation, and reassurance
    Empathy is key in nursing health assessments, as it demonstrates that you understand and care about what a patient is experiencing and helps establish a trusting nurse–patient relationship. Empathic responses during a health history assessment interview can be both verbal (“I understand”) and nonverbal (such as offering a tissue if the patient is crying). Beyond being empathic, be sure to validate patients’ feelings to help reassure them that their emotions are natural and reasonable and their problems are understood and will be fully addressed. 
  • Partnering and summarization
    Another essential element of a nursing health assessment is expressing to the patient that you are committed to forging a continuing partnership dedicated to his or her wellness. Even if you’re still enrolled in a nursing program—such as a Bachelor of Science in Nursing or RN program—as a student, this support can make a tremendous difference in a patient’s life. As you conduct your interview, summarizing what the patient has said is also helpful, as it demonstrates that you’ve been listening and can fill in holes in the patient’s story.
  • Transitions and empowerment
    Health problems can elicit feelings of anxiety in patients. One way to put their fears at ease is to use transitions during their health history assessment to let them know what they should expect next, such as a change in subject matter or a physical examination. Patients also feel vulnerable when they’re experiencing health problems, making it essential to empower them with the idea that their participation in the process and working closely with their medical team can make a positive difference in their outcomes.

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-Phases of the Interview:Introductory Phase-The nurse introduce himself to the client.-The nurse explains the purpose of the interview, discusses the types of questions thatwill be asked, explains the reason for taking notes, and assures the client thatconfidential information will remain confidential.-The nurse also makes sure that the client is comfortable (physically and emotionally)and has privacy.Working Phase:-The nurse elicits the client’s comments about major biographic data, reasons forseeking care, history of present health concern, past health history, family history,review of body systems for current health problems, lifestyle and health practices, anddevelopmental level.-The nurse then listens, observes cues, and uses critical thinking skills to interpret andvalidate information received from the client.Summary and Closing Phase:-The nurse summarizes information obtained during the working phase and validatesproblems and goals with the client.-The nurse also identifies and discusses possible plans to resolve the problem with theclient .-Finally, the nurse makes sure to ask if anything else concerns the client and if thereare any further questions.-Types of Communication:-Nonverbal communication.-Verbal communication.-Non-verbal Communication:Appearance:-First take care to ensure that your appearance is professional.-Wear comfortable, neat clothes and a laboratory coat or a uniform.-Be sure your name tag, including credentials, is clearly visible.-Your hair should be neat and not in any extreme style.-Fingernails should be short and neat; jewelry should be minimal.Demeanor:-Your demeanor should also be professional.-When you enter a room to interview a client, display poise.-Focus on the client and the upcoming interview and assessment.-Do not enter the room laughing loudly, yelling to a coworker, or muttering underyour breath.-Greet the client calmly and focus your full attention on him.-Do not be overwhelmingly friendly or “touchy.-It is best to maintain a professional distance.