In this stage the nurse is collecting data. This includes patient’s vital signs, past medical history, allergies, medications, socio-economic conditions, family history and understanding the patient’s current condition or reason for seeking care. |
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Data is collected to understand the client’s financial condition. This should include an income statement, balance sheet, investment history and sophistication, risk tolerance assessment, insurances, and family or estate considerations. Clients with businesses should have more specific goals related to their work. |
