APSEA Training

Volunteer screening study guide & practice

Heart Rate

How to Measure Pulse

  • Pulse and heart rate are used interchangeably: the pulse you feel is one heartbeat.
  • Pulse is measured radially (at the wrist, just under the thumb)
  • Use 2 fingers (palpation), never your thumb (your thumb has its own pulse that can be mistaken for the patient's)
  • Measure for 30 seconds and multiply by 2, OR measure for a full 60 seconds

Heart Rate Ranges by Age

Age GroupRange (bpm)
Infant (1 mo – 1 yr)100–120
Children70–110 (varies by age)
Average Adult60–100
Extreme Athlete50 or below
Elderly (65+)60–100
APSEA primarily screens average adults and the elderly; the other age ranges are listed for awareness.

Adult Heart Rate Categories

CategoryRange (bpm)
Bradycardia< 60
Normal60–100
Tachycardia> 100
Heart rate fluctuates extensively throughout various activities. This is normal.

If Bradycardia or Tachycardia

  • Ask about symptoms: dizziness, fatigue, shortness of breath, chest pain, or palpitations
  • Have the participant rest and recheck the pulse after 2–3 minutes
  • If it remains abnormal, recommend home monitoring and follow-up with their PCP

Pulse Oximeter

  • Fingertip pulse oximeter also measures SPO2 % (oxygen saturation)
  • Normal SPO2: 95% – 100%
Blood Pressure

The Basics

  • Systolic = pressure when the left ventricle contracts (top number)
  • Diastolic = pressure when the left ventricle relaxes / fills with blood (bottom number)
  • We estimate aortic BP by measuring at the brachial artery
  • BP and heart rate are correlated but do NOT mirror each other

Causes of Hypertension

Essential / Primary (90–95%)
  • High sodium intake
  • Chronic stress / anxiety / depression
  • Excessive alcohol
  • Smoking
  • Physical inactivity
  • Obesity
  • Pain
Secondary (5–10%)
  • Obstructive sleep apnea
  • Tumors
  • Thyroid disease
  • Renal artery stenosis
  • Other kidney disease
  • Coarctation of the aorta

Blood Pressure Categories (AHA)

CategorySystolic (mmHg)Diastolic (mmHg)
Normal< 120AND< 80
Elevated120–129AND< 80
HTN Stage 1130–139OR80–89
HTN Stage 2140+OR90+
Hypertensive Crisis> 180AND/OR> 120
Patients on BP medication: goal is < 130/80 = "controlled."

Low Blood Pressure (Hypotension)

  • Low BP is generally < 90/60 mmHg
  • Low BP without symptoms is often normal, especially in young, fit, or healthy people
  • Low BP with symptoms (lightheadedness, dizziness, fainting, fatigue) warrants follow-up with a PCP

Sources of Measurement Error

  • Inadequate rest: must rest 5 minutes
  • Wrong arm position: should be at level of the right atrium (arm resting on a flat surface so the middle of the cuff is at heart level); 1 mmHg error per 1 cm change
  • Unsupported arm / back / legs: back not against the chair, or feet not flat on the floor, adds ~6 mmHg
  • Crossed legs: adds 2–8 mmHg
  • Wrong cuff size: should be ≥ 80% of arm circumference
  • Cuff over clothing: adds 5–50 mmHg
  • Full bladder: adds ~10 mmHg
  • Talking or engaging in conversation: adds ~10 mmHg

One Reading is NOT Enough

  • A reading places a participant in a category / range; it is NOT a diagnosis
  • Patient-measured BP is the gold standard due to the White Coat Effect
  • Guidelines: 3 readings in the arm with the higher BP. Discard the 1st, average the last 2.

Factors That Affect BP

  • Exercise: exertion causes BP to rise
  • Cold → vessels constrict → BP increases
  • Hot → vessels dilate → BP decreases
  • Caffeine: within 30 min to 1 hr before screening
  • Smoking: nicotine constricts blood vessels, raising BP
Take BP at least 30 min–1 hr after exercise, caffeine, or smoking. If the participant had any recently, have them return after that interval.

Proper Setup for Blood Pressure Measurement

  1. 5-minute rest prior to measurement
  2. Legs uncrossed, feet on floor
  3. Arm supported (resting on table)
  4. Correct cuff size, placed on bare arm
  5. Cuff positioned 1–2 inches above elbow crease
  6. Cuff tight enough for 1–2 fingers only
  7. Line up artery mark (medial, over brachial artery)
  8. Patient should NOT talk, use phone, or read
NEVER report a false reading. If unsure, switch arms, ask someone, or try again.

First-Line HTN Medications

A participant on BP medication may mention one of these classes:

  • Thiazide diuretics, e.g., hydrochlorothiazide (HCTZ)
  • Calcium channel blockers, e.g., amlodipine
  • ACE inhibitors / ARBs, e.g., lisinopril (especially for diabetes, CKD)
Per APSEA protocol, notify a screening supervisor for any reading over 140/90.

Hypertensive Crisis Response

If a participant's reading is in the crisis range, respond as follows:

  • Ask if they are on medication & if they took it today
  • Re-take blood pressure
  • Check for: chest pain, shortness of breath, headache, nausea, vomiting, dizziness
  • Confirm with the doctor on call before advising the participant on next steps
If ANY of those symptoms are present → see a doctor IMMEDIATELY

Missed Doses & Medication Questions

  • If a participant hasn't taken today's dose (or asks "should I take it now?"), don't decide it yourself, in either direction
  • Bring it to the screening supervisor, who can contact the doctor on call. Sometimes the answer genuinely is "yes, take it now"
  • Note the missed dose either way; it's key context for interpreting the reading
  • Never advise starting, stopping, doubling, or borrowing medication, and never take a pill prescribed for someone else

What is Orthostatic Blood Pressure?

  • Measurement of blood pressure changes in response to postural changes
  • Specifically the lowering of BP when a person stands up from a sitting or supine (lying down) position
  • Due to screening location limitations, APSEA measures with sitting and standing positions only

Orthostatic Hypotension (OH)

  • OH = drop of systolic BP ≥ 20 mmHg OR diastolic BP ≥ 10 mmHg within 3 minutes of standing
  • When standing, gravity causes blood to pool in the legs and belly, so BP drops because less blood returns to the heart
  • Normally, special cells tell the heart to beat faster, pump more blood, and narrow blood vessels to restore BP
  • OH is often comorbid with Hypertension in adults (per the AHA)

Prevalence & Clinical Significance

  • Affects about 10% of adults aged 60–65
  • Increases to 15–30% in adults over age 65
  • Great screening tool for early signs of neurodegenerative diseases, heart issues, and measuring fall risk
  • Elderly with OH are more likely to be physically frail with decreased functional capacity

How to Measure Orthostatic BP

  1. Participant should sit for at least 2–5 minutes
  2. Measure their Sitting BP and pulse (heart rate) and record them (on paper or phone)
  3. Have participant stand for 3 minutes
    • A single reading at 3 minutes is the most feasible approach; taking one at 1 minute and another at 3 minutes is too much standing for the participant and too much time for us
  4. Measure their Standing BP and pulse (heart rate) and record them
    • Arm can be down at their side OR rested on your arm at heart level

Calculations & OH Criteria

  • (Systolic Sitting BP) − (Systolic Standing BP)
  • (Diastolic Sitting BP) − (Diastolic Standing BP)
  • (Standing Heart Rate) − (Sitting Heart Rate)
MeasureThresholdResult
Systolic drop≥ 20 mmHgMeets OH criteria
Diastolic drop≥ 10 mmHgMeets OH criteria
Heart-rate rise≥ 10 bpmEarly sign of orthostasis (body is compensating)
Heart rate helps tell us the cause. A heart-rate increase of ≥ 10 bpm on standing (a rise, not a drop) is an early sign of orthostasis and means the body is compensating. If BP drops and HR rises ≥ 10 bpm, the cause is more likely non-neurogenic (e.g., dehydration, low blood volume, or medications). If BP drops but HR does not rise to compensate, that points to a neurogenic cause (the autonomic nervous system isn’t responding).

Counseling: Orthostatic Hypotension

  1. Explain what orthostatic hypotension is
    • "Orthostatic hypotension happens when your blood pressure drops when you move from sitting or lying down to standing. This can cause symptoms like lightheadedness, fatigue, or fainting."
  2. Ask the participant if they feel any symptoms: lightheadedness, fatigue, dizziness, fainting
If NO Symptoms
  • Certain medications can lower BP: BP meds, Diuretics, some Antidepressants, Vasodilators
  • Should still measure orthostatic BP at home and monitor it
  • Can talk to PCP in case any meds are interfering
If HAS Symptoms
  • *Important* Ask if they are okay and NOTIFY A SCREENING SUPERVISOR IMMEDIATELY
  • Explain they could potentially have OH (meets criteria + symptoms)
  • Ask about current medications
  • Share non-pharmacological methods (see below)
Non-pharmacological methods for OH: drinking more water/fluids, slow position changes, techniques to improve blood circulation, avoiding prolonged standing or hot environments, and routine exercise (e.g., swimming, recumbent bicycle, rowing).
Blood Glucose
APSEA takes a blood glucose reading only for participants with diagnosed diabetes or who are fasting, not for those in the pre-diabetic range.

Type 1 vs. Type 2 vs. Gestational

Type 1Type 2
OnsetSuddenGradual
AgeMore often youngerMore often adults
Body TypeNormal or thinOverweight / obese
InsulinLow / absentNormal, decreased, or increased
Prevalence5–10%90–95%

These are general patterns with exceptions: Type 2 increasingly occurs in young adults, and Type 1 can occur at any body weight.

Gestational diabetes = temporary condition during pregnancy that causes blood sugar to increase. Screened around 24–28 weeks, usually resolves after delivery, and raises the mother's future risk of Type 2 diabetes.

Diagnostic Criteria

Fasting (8 hrs)RandomA1c %
Normal70–10070–140< 5.7%
Pre-Diabetic101–125141–1995.7–6.4%
Diabetic126+200+≥ 6.5%
A1c reflects a ~3-month average of blood glucose, a more stable estimate than a single reading.

Controlled Ranges (On Medication)

MeasureTarget
A1c< 7.0%
Before a meal80–130 mg/dL
1–2 hrs after meal130–180 mg/dL

What to Do with a High BG

  • Ask: "Are you on medication? Have you taken it today?" If today's dose was missed, route the "should I take it now?" question to the screening supervisor / doctor on call; never advise it yourself
  • Ask: "How often do you check your BG? What is it normally? Do you know your A1c?"
  • Not under control → recommend checking once or twice a day
  • Under control → recommend checking a few times a week
  • A severely high / clearly uncontrolled reading (or any concerning symptoms) warrants advising prompt medical follow-up, not just checking more often
  • Encourage lifestyle changes and direct to APSEA Lifestyle Program
BMI

BMI Basics

  • Does NOT differentiate between fat, muscle, or bone
  • BMI overestimates body fat in muscular people (e.g., bodybuilders) and may underestimate it in the elderly
  • Always measure weight via the scale rather than relying on verbal report (height comes from intake, not measured by volunteers)

BMI Ranges

CategoryBMI
Underweight< 18.5
Normal18.5 – 24.9
Overweight25 – 29.9
Obesity30 – 34.9
Extreme Obesity35 – 39.9

Waist Circumference

BMI ignores fat distribution; central (visceral) fat carries independent risk, so waist circumference adds information BMI misses.

Increased RiskGreatly Increased Risk
Men94 cm102 cm
Women80 cm88 cm

Thresholds reflect risk of cardiovascular & metabolic disease.

Asian populations: increased risk begins at a lower waist circumference, ≥ 90 cm (men) / ≥ 80 cm (women), due to a higher predisposition to visceral fat.

Waist-to-Hip Ratio

An apple (central) shape carries higher cardiometabolic risk than a pear shape; waist-to-hip ratio captures where fat is stored.

Women
  • ≤ 0.80 = Low (Pear)
  • 0.81–0.85 = Moderate (Avocado)
  • 0.85+ = High (Apple)
Men
  • ≤ 0.95 = Low (Pear)
  • 0.96–1.0 = Moderate (Avocado)
  • 1.0+ = High (Apple)

Visceral Fat

  • Found within the abdominal cavity, lining organs
  • Much higher risk than subcutaneous fat, with higher risk of type 2 diabetes, heart disease, and metabolic syndrome
  • The level is a device index (a unitless rating), not centimeters or other units
  • Reducible through diet and exercise
LevelRating
≤ 9Normal
10–14High
≥ 15Very High

Bioimpedance Device

Measures: Weight, BMI, Body Fat %, Muscle %, Basal Metabolic Rate, Body Age, and Visceral Fat. It passes a small electrical current through the body to estimate composition.

Do NOT use on participants who are pregnant or have a pacemaker.
  • Enter all participant info first (age, sex, height)
  • Have the participant step on only when the display reads 0
  • Body Age and BMR are not emphasized in our screenings

Body Fat %

Sex / AgeLow (−)Normal (0)High (+)Very High (++)
Women 20–39< 21.021.0–32.933.0–38.9≥ 39.0
Women 40–59< 23.023.0–33.934.0–39.9≥ 40.0
Women 60–79< 24.024.0–35.936.0–41.9≥ 42.0
Men 20–39< 8.08.0–19.920.0–24.9≥ 25.0
Men 40–59< 11.011.0–21.922.0–27.9≥ 28.0
Men 60–79< 13.013.0–24.925.0–29.9≥ 30.0

Source: Gallagher et al., Am. J. Clinical Nutrition (2000); NIH/WHO.

Skeletal Muscle %

Sex / AgeLow (−)Normal (0)High (+)Very High (++)
Women 18–39< 24.324.3–30.330.4–35.3≥ 35.4
Women 40–59< 24.124.1–30.130.2–35.1≥ 35.2
Women 60–80< 23.923.9–29.930.0–34.9≥ 35.0
Men 18–39< 33.333.3–39.339.4–44.0≥ 44.1
Men 40–59< 33.133.1–39.139.2–43.8≥ 43.9
Men 60–80< 32.932.9–38.939.0–43.6≥ 43.7

Source: Omron Healthcare.

Grip Strength

  • Reflects overall muscle strength and declines with age (sarcopenia, the loss of lean muscle)
  • Low grip strength correlates with higher all-cause mortality
  • Method: measured once on each arm using a standard grip-strength dynamometer
Balance
A screening typically uses just one of these tests, but you should know all the methods.

Purpose

  • Very useful for older adults (65+) to assess fall risk as a form of early intervention
  • Fall risk rises with age-related loss of skeletal muscle (sarcopenia) and declining bone density
  • Prevents potential injuries; falling becomes increasingly dangerous with age
  • Helps uncover underlying dizziness or instability, allowing for targeted physical therapy
  • Can enhance overall mobility

TUG Test (Timed Up and Go)

  • Time how long it takes someone to stand up from a chair, walk 3 meters, turn, walk back, and sit down
  • Under 10 seconds = good mobility
  • Over 15 seconds = increased fall risk, requires further evaluation by a professional (especially if balance issues are observed)
TimeInterpretation
< 10 secondsGood mobility
10–15 secondsBorderline: watch for balance issues
> 15 secondsIncreased fall risk: refer for evaluation

Proprioception Test (One-Leg Stand)

  • Stand on one foot for up to 45 seconds with both eyes closed
  • Record the time in seconds for both the left and right legs
  • Goal: hold for at least 10–30 seconds depending on age; 45 seconds indicates excellent balance (typical of younger adults)
AgeAverage Time
50 years old~9 seconds
60 years old~7 seconds
70 years old~4.5 seconds
80 years old~2.6 seconds

TWT (Tragus to Wall Test)

  • Measures the horizontal distance from the ear's tragus to a wall to check for forward head posture (FHP)
  • Common assessment in conditions like Parkinson's or ankylosing spondylitis
  • Assesses cervical spine extension and overall upper body alignment
  • Setup: patient stands with heels/buttocks against the wall, tucks chin, and the clinician measures the gap
  • A larger distance (e.g., over 10 cm) indicates worse posture, and is used to track treatment progress

Functional Reach Test (FRT)

  • Measures how far someone can reach forward without stepping or bending the knees
  • Measure the distance from the starting point to the fingertip's end position
  • Setup: stand next to a wall, feet shoulder-width apart, arm at 90°, fist closed, next to a ruler
  • Patient reaches forward as far as possible without moving their feet or losing balance
ReachFall Risk
< 6 inchesSignificant fall risk
6–10 inchesModerate fall risk
> 10 inchesLow fall risk

Counseling: Balance Training

Recommended 3 times per week for older adults to help prevent falls.
Single-Leg Stand
  • Start by standing on one leg for 10 seconds
  • If difficult, hold a wall or sturdy chair with both hands
  • Progress by reducing support within the same exercise (not three separate tests): both hands → one hand → one finger → no support
Heel-to-Toe Walk
  • Walk in a straight line for 20 steps
  • Place the heel of one foot directly in front of the toes of the other
  • Use a wall or chair for support if needed

Counseling: Flexibility Training

  • Use stretching, yoga, and pilates
  • Hold each stretch for 10–30 seconds and repeat 3–5 times
  • Reach further as you get comfortable in each stretch
  • Keep joints slightly bent and NOT locked
  • Examples: shoulder rolls, chest stretch, inner thigh stretch, wall push, palm touch, calf stretch, hip flexor stretches, hamstring stretch

Counseling: Desk Exercises

  • If the job requires long periods of sitting, move around regularly to offset health risks
  • Examples: desk push-ups, chair dips, spinal twists, leg raises, lunges, standing up, walking around
  • Yoga improves balance, strength, and flexibility
  • Many lower body exercises improve strength and balance
History-Taking

Blood Pressure: 2 Mandatory Questions

Ask these to every single participant before taking BP.
  1. "Have you been diagnosed with high blood pressure?"
    • If YES → "Are you currently taking any medications for blood pressure?"
    •    If YES → "Have you taken them today?"
    •    If NO → "Have you been prescribed any medications by your doctor?"
  2. "Have you consumed caffeine, exercised, or smoked in the past 30 minutes to an hour?"
    • If YES → have them return once 30 min–1 hr has passed since the caffeine, workout, or smoking.
    • If NO → proceed with the reading.
If they haven't taken today's dose and ask whether they should take it now: don't answer it yourself. Bring it to the screening supervisor, who can check with the doctor on call. Sometimes the answer is "yes, take it." Note the missed dose either way.

Blood Glucose: 2 Mandatory Questions

Ask these to every single participant before taking BG. We take BG only for participants with diagnosed diabetes or who are fasting, not those in the pre-diabetic range.
  1. "Have you been diagnosed with diabetes/pre-diabetes?"
    • If YES → "Are you currently taking any medications?"
    •    If YES → "Have you taken them today?"
    •    If NO → "Have you been prescribed any medications by your doctor?"
  2. "Have you had anything to eat in the last eight hours?"
    • If YES → do NOT take a blood sugar reading. Recommend they return fasting at our next screening (nothing but water for ~8 hours).
    • If NO → take a fasting blood sugar reading.

Lifestyle Assessment (7 Categories)

Conducted after the vitals are taken.

1. Diet

"Can you tell me about your typical daily meals?"
→ "What did you eat this morning/lunch/evening?"
→ "Is that what you typically have?"
→ "How often do you have processed, fried, or high-sodium foods?"

2. Exercise

"Do you do any exercise/physical activity weekly?"
→ "How many times/hours a week?"
→ If only aerobic: "Do you incorporate weights?"
→ If only weights: "Do you incorporate aerobic?"
→ "What is your work/home environment like?" (suggest at-home workouts if needed)

3. Sleep

"How many hours of sleep do you usually get?"
→ "Is that consistent throughout the week?"

4. Substances

"Do you smoke, use drugs, or drink?"
→ If yes: "How much per day/week?"

5. Stress

"How would you rate your stress levels?"
→ "What's causing the stress?"
→ If high: "Okay, I understand, it's important that we keep it under control."

6. Tracking

BP: "Do you have a BP machine at home? Do you use it? Do you keep a log?"
BG: "Do you remember your A1c? Do you measure at home/with a CGM?"
APSEA sells home BP machines for participants who want to monitor.

7. Medication

"Do you ever miss any doses of medications?"
"Have you experienced any side effects from the medications?"

The "MMMMMM" Mnemonic

  • Medications: Do you take medications? Did you take them today?
  • Monitoring: When did you last check your BP? Do you have a machine at home?
  • Meals: How is your diet? Go over preventive strategies.
  • Metabolism: Do you exercise? What type? Trying to lose weight?
  • Motivation: Set SMART goals. Give specific advice.
  • Medical History: Any other relevant issues?
Counseling
As students, we CANNOT diagnose hypertension or diabetes. We only assess and recommend.

Bedside Manner

  • Always ask for consent before taking measurements (especially blood sugar)
  • Ask for consent to record data
  • Be human: ask how their day is; make it pleasant
  • Keep patient information private

Preventive Strategies

1. Weight Loss

Losing even 5–10% of body weight can significantly reduce BP.

2. DASH Diet

Sodium < 1500 mg/day
Potassium 3000–3500 mg/day
Low saturated fat
Favor: fruits, vegetables, whole grains, lean protein, low-fat dairy, nuts.
Limit: salt, sweets, red meat.
For blood sugar, favor low-glycemic-index foods (e.g., a banana raises both potassium and glucose).
Remove bad food before adding good.

3. Physical Activity

150 min/week aerobic (30 min × 5)
3 days muscle-strengthening
Aim for Zone 2 (moderate) cardio, about 60–70% of max HR (max ≈ 220 − age), the "can talk but not sing" pace.
A short post-meal (post-prandial) walk (~10–15 min) helps blunt blood-glucose spikes.
Give specific recommendations!

4. Fiber

Soluble fiber blunts post-meal glucose spikes and supports healthy cholesterol and blood pressure.

5. Lifestyle & Adherence

Smoking cessation, alcohol reduction, stress management, better sleep. Take medications consistently and at the same time each day.

SMART Goals

Specific, Measurable, Achievable, Relevant, Time-bound.

Counsel one point at a time; don't dump the whole list. The goals below are examples / templates to adapt to the participant.
  • "Pack lunch on Mondays and Wednesdays for the next 2 weeks"
  • "Take a 10-minute walk during lunch break 3 days this week"
  • "Replace one cup of coffee with water or herbal tea"
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Note: Short answer questions will not appear on the actual assessment. These are here to help you practice explaining concepts in your own words. After writing your response, click "Show Answer" to compare against a gold-standard answer.