9.2 Secondary Assessment, History Integration (SAMPLE/OPQRST) & Lifespan Adaptation

Key Takeaways

  • The secondary assessment systematically integrates structured history gathering (SAMPLE and OPQRST) with an anatomical physical examination once immediate primary survey threats are stabilized.
  • The OPQRST mnemonic provides a rigorous multidimensional analysis of pain and symptoms, differentiating visceral ischemic pain from somatic pleuritic or musculoskeletal discomfort.
  • The head-to-toe examination utilizes the DCAP-BLS/TIC mnemonic to identify occult anatomical disruptions, with strict precautions against repeatedly springing an unstable pelvis.
  • Pediatric assessment requires the Pediatric Assessment Triangle (PAT) and a toe-to-head sequence, while geriatric assessment demands vigilance for atypical presentations, baseline cognition versus delirium, and polypharmacy.
Last updated: September 2026

9.2 Secondary Assessment, History Integration (SAMPLE/OPQRST) & Lifespan Adaptation

Structured Clinical History Taking (SAMPLE & OPQRST Frameworks)

Once the primary survey has ruled out or corrected immediate life threats, the primary care paramedic initiates the secondary assessment. Under the Canadian Paramedic Competence Framework (CPCF Area H2.2 and H2.3), clinical history taking is not a passive checklist; it is an active investigative process that contextualizes physical exam findings and guides differential diagnoses.

The SAMPLE History Matrix

The SAMPLE mnemonic provides a comprehensive baseline of patient health and acute illness context:

  • S – Signs & Symptoms: Differentiating objective clinical signs observed by the clinician (e.g., diaphoresis, tachypnea, wheezing) from subjective symptoms described by the patient (e.g., retrosternal pressure, nausea, dizziness).
  • A – Allergies: Identifying specific allergies to medications (e.g., penicillin, ASA), environmental substances, foods, and latex. Crucially, the paramedic must distinguish between true IgE-mediated anaphylaxis (bronchospasm, angioedema, urticaria, hypotension) and non-allergic adverse effects (e.g., gastrointestinal upset from codeine).
  • M – Medications: Complete cataloging of prescription pharmaceuticals, over-the-counter drugs, herbal supplements, vitamins, and recreational substances. Focus on compliance, recent dosage modifications, and high-risk pharmacotherapies: anticoagulants/antiplatelets (e.g., warfarin, apixaban, clopidogrel), antihypertensives (beta-blockers masking shock tachycardia), and hypoglycemic agents (insulin, sulfonylureas).
  • P – Past Pertinent Medical / Surgical History: Uncovering underlying cardiovascular disease, chronic obstructive pulmonary disease (COPD), diabetes mellitus, renal disease, and past surgical interventions (e.g., coronary artery bypass, aneurysm repair) that influence the current crisis.
  • L – Last Oral Intake: Documenting the exact time, nature, and volume of food and fluid consumption. This is critical for assessing aspiration risk during sedation or intubation, scheduling emergency operative procedures, and managing diabetic insulin dynamics.
  • E – Events Leading Up to the Incident: Establishing the precise chronology of events immediately preceding symptom onset or trauma. Did a motor vehicle collision occur because the driver suffered a syncopal episode or seizure? Was a mechanical fall preceded by lightheadedness, chest tightness, or stroke signs?

The OPQRST Pain and Symptom Exploration Model

When investigating pain, respiratory distress, or localized symptoms, paramedics employ the OPQRST framework:

  • O – Onset: Sudden versus gradual. Was the patient resting, exercising, or emotionally stressed when symptoms began? Sudden onset ("like a light switch") often denotes catastrophic vascular events (e.g., subarachnoid hemorrhage, aortic dissection, pulmonary embolism), whereas gradual onset is typical of inflammatory or infectious processes.
  • P – Provocation / Palliation: What actions, positions, or medications aggravate or alleviate the symptom? Does inspiration worsen the pain (pleuritic)? Does physical exertion exacerbate it while rest relieves it (angina)? Does leaning forward alleviate the discomfort (pericarditis)?
  • Q – Quality: The patient's subjective description of the sensation in their own words. Is it "crushing, squeezing, heavy, or aching" (typical of visceral cardiac ischemia), "sharp, knifelike, or stabbing" (pleuritic or peritoneal), "tearing or ripping" (acute aortic dissection), or "burning" (esophageal or neuropathic)?
  • R – Radiation / Region: The precise anatomical origin and referral trajectory. Visceral cardiac pain frequently radiates to the neck, jaw, shoulders, epigastrium, or down the left or right arm. Diaphragmatic irritation refers pain to the ipsilateral shoulder (Kehr's sign). Flank pain radiating to the groin suggests ureteral colic.
  • S – Severity: Quantifying intensity using standardized scales: Numeric Rating Scale (0 to 10), Wong-Baker FACES for pediatric or cognitively impaired patients, or functional descriptors ("worst pain of my life").
  • T – Timing: Temporal dynamics: constant, intermittent, fluctuating, waxing and waning (colicky). What is the total duration of the current episode, and have identical episodes occurred in the past?

Detailed Head-to-Toe Physical Examination (DCAP-BLS/TIC)

The detailed secondary physical examination is a systematic head-to-toe evaluation designed to locate occult injuries and systemic illness indicators. Clinicians inspect and palpate using the DCAP-BLS/TIC mnemonic:

  • DCAP: Deformities, Contusions, Abrasions, Punctures / Penetrations
  • BLS: Burns, Lacerations, Swelling
  • TIC: Tenderness, Instability, Crepitus
ANATOMICAL EXAMINATION SEQUENCE
[Head & Face]   --> Skull integrity, Battle's sign, Raccoon eyes, CSF/blood halo sign, PERRL
       ↓
[Cervical Neck] --> C-spine tenderness/step-off, tracheal alignment, JVD at 45°, stomas
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[Thorax/Lungs]  --> Clavicular/rib stability, symmetry, flail segments, 6-field auscultation
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[Abdomen]       --> Inspection (bruising/distension), gentle 4-quadrant palpation (guarding/rigidity)
       ↓
[Pelvis]        --> Single inward/downward gentle compression; binder application if unstable
       ↓
[Extremities]   --> DCAP-BLS, PMS (Pulse, Motor, Sensory) in all 4 limbs, fracture splinting
       ↓
[Posterior Body]--> Log-roll with in-line C-spine control; palpate full vertebral column

Critical Anatomical Review Markers

  • Head & Craniofacial: Inspect scalp for lacerations and depressed skull fractures. Inspect periorbital tissues for "raccoon eyes" and mastoid processes for "Battle's sign" (basilar skull fracture signs; typically take several hours to emerge). Check ears and nose for clear cerebrospinal fluid (CSF) otorrhea/rhinorrhea or hemotympanum.
  • Neck: Palpate posterior cervical spinous processes for focal point tenderness or anatomical step-offs. Inspect for subcutaneous emphysema. Evaluate jugular venous distension (JVD) with the patient positioned at 45 degrees. Verify midline tracheal alignment.
  • Thorax: Auscultate across 4 to 6 lung fields (apices, bases, lateral axillary zones). Inspect for paradoxical chest wall movement (flail chest: two or more contiguous ribs fractured in two or more places). Palpate clavicles and sternum for instability.
  • Abdomen: Inspect for distension, surgical scars, and ecchymosis (Cullen's sign: periumbilical bruising; Grey Turner's sign: flank bruising denoting retroperitoneal hemorrhage). Gently palpate four quadrants for voluntary guarding, involuntary rigidity, rebound tenderness, or pulsatile abdominal aortic masses.
  • Pelvis: Gently compress the iliac crests bilaterally once. If instability, asymmetry, or crepitus is felt, cease examination immediately and apply a commercial pelvic binder centered over the greater trochanters.
  • Extremities: Evaluate bilateral distal pulses, motor strength, and sensory perception (PMS / CMS). Document baseline neurovascular status before and after any splinting intervention.
  • Posterior Body: With in-line spinal stabilization maintained, execute a coordinated log-roll to visualize the back, inspect the sacrum, and palpate the entire thoracic and lumbar spine for step-offs and localized tenderness.

Lifespan Adaptations: Pediatric and Geriatric Nuances

Clinical assessment cannot be performed identically across age groups. Canadian paramedics must calibrate their communication, physical exam order, and clinical suspicion according to patient developmental age.

Assessment DomainPediatric Patients (Infants & Children)Geriatric Patients (Older Adults)
Initial Visual ImpressionPediatric Assessment Triangle (PAT):<br>• Appearance (TICLS: Tone, Interactiveness, Consolability, Look, Speech/Cry)<br>• Work of Breathing (retractions, nasal flaring, grunting)<br>• Circulation to Skin (pallor, mottling, cyanosis)Frailty & Baseline Assessment:<br>• Mental status compared to baseline (delirium vs. dementia)<br>• Mobility and home safety environment<br>• Skin turgor and baseline nutritional status
Anatomical Distinctions• Larger occiput (causes neck flexion when supine; requires shoulder roll)<br>• Narrow subglottic funnel-shaped airway<br>• Compliant cartilaginous rib cage (severe internal organ injury can occur without overlying rib fractures)• Cervical and thoracic kyphosis (requires extensive padding under head/shoulders during packaging)<br>• Loss of skin elasticity, tissue fragility, thinned subcutaneous fat<br>• Decreased chest wall compliance and respiratory muscle reserve
Physiological Nuances• Higher metabolic and oxygen consumption rates<br>• Profound vasoconstrictive compensation (normal BP maintained until terminal cardiovascular collapse)<br>• Bradycardia is a primary sign of severe hypoxia• Blunted physiological response to stress (beta-blockers mask tachycardia during shock)<br>• Baseline hypertension alters hypotension definitions<br>• Atypical presentations: "silent" painless MI, severe sepsis presenting only as altered mental status without fever
Exam Sequence StrategyToe-to-Head Order: Begin with less invasive peripheral exam (feet, hands, abdomen) while child sits on caregiver's lap; save intrusive head, mouth, and ear inspection for last to prevent crying.Unrushed, Dignified Engagement: Face patient directly at eye level; allow adequate response time; verify sensory aids (hearing aids, glasses); review medication dosettes and home care charts.

Clinical Scenario: Atypical Geriatric Trauma & Collateral History

Prehospital Vignette: The Low-Energy Fall

Paramedics respond to a private residence for an 81-year-old female found on the bedroom floor by a visiting daughter. The patient reports she tripped over a slipper approximately 4 hours ago. She is alert (GCS 15), complaining only of moderate right hip discomfort and mild lower back soreness. Vital signs are HR 72 bpm (regular), BP 142/84 mmHg, RR 18 bpm, SpO2 96% on room air, and temperature 35.8°C.

Advanced History and Collateral Investigation:

  1. SAMPLE & Medication Review: The paramedic reviews the patient's blister pack (Dosette) and identifies apixaban (Eliquis) 5 mg BID for atrial fibrillation, metoprolol 25 mg BID, and ramipril 5 mg daily.
  2. Collateral History: The daughter notes that her mother seemed slightly unsteady yesterday, missing a meal. Because the patient was on the floor for 4 hours ("long lie"), the paramedic recognizes elevated risks of hypothermia, pressure injury, and rhabdomyolysis.
  3. Focused Secondary Physical Exam:
    • Head/Neck: The patient denied striking her head. However, careful palpation of the scalp reveals a 3-cm soft tissue hematoma over the left occiput. The patient has no recollection of hitting her head.
    • Musculoskeletal: The right lower extremity exhibits classic shortening and external rotation, with severe groin pain upon gentle movement. Distal pedal pulse is palpable with intact motor and sensory function.
  4. Clinical Synthesis: Despite normal vital signs and GCS 15, the patient's anticoagulated state (apixaban) combined with occult head trauma from a ground-level fall places her at severe risk for an evolving intracranial hemorrhage (subdural hematoma). The paramedic applies gentle in-line stabilization, splints the fractured hip using a vacuum splint, protects against hypothermia, and transports with continuous neurological re-evaluation.

Exam Pitfalls & High-Yield Pearls

  • The "Normal Confusion" Assumption: Assuming confusion in an elderly patient is simply "baseline dementia" without consulting caregivers, prior records, or home health charts is a catastrophic clinical pitfall. Acute confusion represents delirium, frequently triggered by sepsis (urinary tract infection, pneumonia), hypoglycemia, intracranial bleeding, or acute myocardial infarction.
  • Medication Masking in Shock: Elderly trauma patients taking beta-blockers (e.g., metoprolol, bisoprolol) or calcium channel blockers cannot mount a compensatory tachycardia. A heart rate of 75 bpm in an older trauma patient with a systolic BP of 100 mmHg may represent profound, decompensated hemorrhagic shock.
  • Pediatric Rib Compliance: In pediatric trauma, the absence of rib fractures does not rule out massive internal pulmonary contusion, pneumothorax, or lacerated solid organs (spleen/liver). The pediatric chest wall is highly compliant and easily transmits kinetic energy directly to underlying thoracic viscera without breaking ribs.
  • Examining the Screaming Child: Never approach an alert toddler with a stethoscope or penlight aimed at their face. Sit at eye level, examine the child on the parent's lap, allow the child to play with the stethoscope bell, and evaluate breath sounds before initiating any invasive or uncomfortable checks.
Test Your Knowledge

A 78-year-old male with a history of hypertension, coronary artery disease, and atrial fibrillation on apixaban trips over a rug and falls to the carpeted floor. On paramedic arrival, the patient is conscious and alert, complaining only of mild lower back soreness. Vital signs are HR 68 bpm (regular), BP 134/78 mmHg, RR 16 bpm, SpO2 97% on room air. Why does this patient require high-priority transport to an emergency department despite normal vital signs and minimal subjective complaints?

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Test Your Knowledge

When assessing a 14-month-old child presenting with acute respiratory distress, which examination strategy best minimizes patient anxiety and yields the most accurate clinical findings according to pediatric assessment standards?

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Test Your Knowledge

While performing a detailed secondary physical exam on an adult trauma patient following a high-speed rollover collision, the paramedic gently compresses the iliac crests bilaterally. The paramedic detects distinct crepitus and abnormal lateral movement of the pelvis. What is the immediate, mandatory prehospital action?

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