Based on Maglaya, Bailon & Maglaya, and Friedman. Prepared by AV & MA Manzano.
Husband, wife, children (natural or adopted)
Three generations including married siblings or grandparents
Man with more than one spouse (PD 1083)
Death of spouse, separation, or pregnancy out of wedlock
Newly married couples or "empty nesters"
Union where one/both spouses bring children from a previous marriage
"Live-in"; unmarried; common-law spouses
Same sex living together for companionship, financial security, or fulfillment
Enter the family system. Identify health conditions and the etiologies of family inaction.
Prioritize vulnerabilities and architect achievable objectives.
Catalyze behavior change by building cognitive, psychomotor, and affective competencies.
Measure clinical outcomes against normative standards and adjust the intervention.
Individual Care Plan • Family Care Plan • Community Care Plan
Composition, power structures, decision-making patterns, interpersonal conflicts
Income, educational attainment, ethnic background, community roles
Living space adequacy, sanitation, water supply, neighborhood type
Current/past illnesses, physical assessments, BMI, dietary history
Immunization status, lifestyle practices (sleep, exercise), use of preventive services
| Tool | Purpose |
|---|---|
| 1. Observation | Assessing sensory signs and home conditions |
| 2. Physical Exam | Direct examination to indicate health deficits |
| 3. Interview | Crucial for 2nd-level assessment. Requires trust and confidentiality. Uses probing questions to assess self-determination. |
| 4. Record Review | Clinical records, immunization logs |
| 5. Lab Tests | Validating physiological integrity |
Gathering data on status/condition (1st level) and assumption of health tasks (2nd level).
Sorting, clustering, identifying patterns, comparing to norms, drawing inferences.
Defining the exact health conditions and specifying the family's barriers to performance.
Continuous data validation & update for adequacy of evidence runs throughout all 3 phases.
Sort → Cluster → Distinguish → Identify Patterns → Relate to Norms → Interpret → Make Inferences
Identifying the condition. Comparing current health status against established norms.
Output: Specific health conditions — WellnessThreatsDeficitsCrises
Identifying the barrier. Specifying the family's inability to perform essential health tasks.
Output: The underlying etiology or cause of the failure to act.
A clinical judgment about a client in transition to a higher level of wellness.
Based on current performance/clinical data. No explicit expression of desire to improve.
Based on current competencies with explicit expression of desire to achieve higher-level health.
Examples: Enhanced healthy lifestyle, breastfeeding, parenting, spiritual well-being.
Conditions conducive to disease, accident, or failure to realize health potential.
| Category | Examples |
|---|---|
| Inherent Traits & Medical History | Health history (e.g., previous difficult labor), inherent characteristics (poor impulse control), risk factors (metabolic syndrome, smoking), lack of immunization |
| Behavioral Choices & Daily Habits | Smoking, alcohol, poor hygiene, self-medication, inadequate sleep, lack of exercise, faulty nutritional habits, unsanitary food handling |
| Relational Friction & Family Structure | Family disunity, stress-provoking factors, inappropriate role assumption, resource constraints |
| Physical Environment Hazards | Accident hazards (broken stairs, fire risks), poor environmental sanitation (polluted water, vector breeding sites), threat of cross-infection |
Instances of actual failure in health maintenance.
Anticipated periods of unusual demand requiring adjustment to family resources.
Pregnancy, labor, parenthood, newborn, school entrance, adolescence, illegitimacy
Marriage, loss of job, divorce/separation
Menopause, hospitalization, resettlement, death of a member
| # | Inability | Broken By | Key Interview Question |
|---|---|---|---|
| 1 | Recognize the condition | Lack of knowledge, denial of severity, social stigma, philosophy in life | "What does the family think about the situation?" |
| 2 | Decide on health action | Failure to comprehend magnitude, low salience, feeling helpless, lack of knowledge of alternatives | "What has been done to improve the condition?" |
| 3 | Provide Care | Lack of knowledge/equipment, inadequate resources (financial, manpower), role strain/conflict | "What barriers were encountered in implementing care?" |
| 4 | Maintain Environment | Limited physical resources, failure to see long-term benefits, ineffective communication | "How are other members affected by this problem?" |
| 5 | Utilize Resources | Lack of knowledge of resources, lack of trust, previous bad experiences, physical/financial inaccessibility | "Are you aware of the free health services at your barangay?" |
Purpose: Assess the family's overall capacity to cope rather than focusing on individual problems.
Scoring: 1 = No Competence • 3 = Moderate Competence • 5 = Complete Competence
Condition: Inability to utilize community resources for health care
Etiology: ...due to inadequate family resources (financial, manpower, time)
Uses the Scale for Ranking Health Conditions and Problems by Bailon and Maglaya.
| Classification | Score |
|---|---|
| Wellness State | 3 |
| Health Deficit | 3 |
| Health Threat | 2 |
| Stress Point / Foreseeable Crisis | 1 |
Factors: Knowledge/Technology, Family resources, Nurse resources, Community resources
| Classification | Score | Factors Present |
|---|---|---|
| Easily Modifiable | 2 | 4 factors |
| Partially Modifiable | 1 | 1–3 factors |
| Not Modifiable | 0 | 0 factors |
Depends on: Gravity (severity) • Duration • Current Management • Vulnerable Groups
| Classification | Score | Criteria |
|---|---|---|
| High | 3 | Early stage, low gravity, vulnerable group; action can totally prevent complications |
| Moderate | 2 | Moderate severity; intervention can only partially minimize damage |
| Low | 1 | Chronic, very severe, or advanced; little potential to prevent further magnitude |
Family's perception and evaluation of the problem's urgency.
| Standard | Score |
|---|---|
| Needing immediate attention | 2 |
| Not needing immediate attention | 1 |
| Not perceived as a problem | 0 |
Sum all 4 criteria. Maximum total = 5 (the total of all weights: 1 + 2 + 1 + 1).
The problem with the highest total score gets first priority.
| Criterion | Weight | Highest Possible Score |
|---|---|---|
| Nature | 1 | 3 (Wellness/Deficit) |
| Modifiability | 2 | 2 (Easily) |
| Preventive Potential | 1 | 3 (High) |
| Salience | 1 | 2 (Immediate) |
Broad desired outcome. Tells "where the family is going." Must be set jointly with the family (cardinal principle).
Specific, measurable milestones to reach the goal. Criteria for evaluating care effectiveness. Must be SMART.
Few nurse contacts, short observation period.
Requires time to demonstrate, bridges the gap.
Sustained behavior change, high investment of resources.
| Cognitive | Affective | Psychomotor |
|---|---|---|
| Teach, Discuss, Identify, Describe, List, Report, Distinguish, Compare, Recall, State, Define, Name, Classify | Express, Explain, Share, Listen, Communicate, Relate, Contrast | Demonstrate, Practice, Participate, Perform, Exhibit, Record, Verbalize, Arrange, Modify, Construct, Use |
Enhance knowledge of magnitude, causes, consequences. Affirm capabilities.
Explore available courses of action and analyze consequences of inaction.
Develop commitment through demonstration, practice, and creative contracting.
Teach environmental modification (e.g., eliminating vector breeding sites).
Facilitate maximum use of available socio-economic resources and referral systems.
| Focus | Goal | Sample Verbs |
|---|---|---|
| Assessment | Determine family health status, problem, capability | Assess, determine, identify, examine, observe |
| Direct Care / Management | Help family perform health tasks | Implement, assist, perform, facilitate, promote, guide |
| Health Education | Empower family for self-reliant management | Explain, teach, demonstrate, encourage, reinforce, verify |
| Method | Key Points |
|---|---|
| 1. Home Visit | Best for accurate appraisal of family relationships & home environment. Expensive in time/logistics. |
| 2. Clinic/Office | Less expensive. Access to specialized equipment. Emphasizes empowerment. |
| 3. Telephone | For immediate data access, monitoring acute illness, schedule changes. |
| 4. Written Communication | For motivated/independent families. Reminders, referrals. Less time-consuming. |
| 5. Specialized Contacts | School visits (child/adolescent health), industrial/job site visits (occupational health). |
Essential supplies & equipment, teaching aids & kits, indigenous/locally available substitutes
Professional health team, community leaders, auxiliary/village health workers, the family itself
Serves as a blueprint for determining changes in a family's health status and verifying the achievement of desired outcomes. The nursing process is cyclical — evaluation data feeds back into assessment.
| Status | Meaning |
|---|---|
| Goal Met | All objectives achieved within timeframe. Family is independent. |
| Goal Partially Met | Some objectives achieved (partial independence). Further intervention needed. |
| Goal Not Met | No planned objectives met. Interventions may need revision; barriers must be re-assessed. |