Procedures & Physical Examinations
Vital signs, physical exams, specimen collection, EKG, and clinical procedures.
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Procedures & Physical Examinations is the largest single domain on the AAMA CMA exam at 20%. It covers everything you do with your hands in the clinical area: vital signs, physical exam assistance, EKG acquisition, specimen collection, and point-of-care testing. Master the normal ranges and correct technique cold — the exam tests both the number and the reasoning.
Vital Signs — Normal Ranges and When to Report
Memorize these adult normals: oral temperature 97.6–99.6°F (37°C), pulse 60–100 bpm, respirations 12–20/min, blood pressure <120/80 mmHg, O₂ saturation 95–100%. Apical pulse is measured at the fifth intercostal space, midclavicular line for a full 60 seconds. Any value outside normal range is reported to the provider before you continue with the visit.
Count respirations without telling the patient — they will consciously alter their breathing rate.
EKG Lead Placement
Limb leads follow the mnemonic "White on right, smoke (black) over fire (red), green the ground": RA=white, LA=black, RL=green, LL=red. Precordial leads V1–V6 run across the chest: V1 and V2 flank the sternum at the 4th ICS, V4 is at the 5th ICS midclavicular line, V3 between V2 and V4, V5 anterior axillary line level with V4, V6 midaxillary line level with V4. Artifact causes: patient movement, loose electrode, 60-Hz interference from nearby equipment.
Misplaced precordial leads are the most common EKG error on the exam — know V1–V6 positions by heart.
Specimen Collection and Tube Colors
Order of draw for venipuncture: blood cultures → blue (citrate, coagulation studies) → red/SST (serum, chemistry) → green (heparin, stat chemistry) → lavender (EDTA, CBC/hematology) → gray (fluoride, glucose). Mixing inversions matter: blue=3–4, red=5, lavender=8–10, gray=8–10. Capillary puncture order: blood gas → EDTA → other. Always label tubes at the patient's side, never pre-label.
Incorrect tube order causes cross-contamination of additives — wrong tube = wrong result.
Urinalysis and Point-of-Care Testing
Normal urine: color pale yellow to amber, clear, pH 4.5–8.0, specific gravity 1.001–1.030, negative for glucose, protein, ketones, blood, and nitrites. Read dipstick at the time specified on the package insert — reading too early or late invalidates results. Glucose in urine (glucosuria) appears after blood glucose exceeds the renal threshold (~180 mg/dL). Point-of-care glucose meters require quality control (QC) runs each day of use and when opening a new vial of test strips.
Must-Know for the Exam
- ✓Normal adult vital sign ranges for all five measurements
- ✓EKG limb lead colors: RA=white, LA=black, RL=green, LL=red
- ✓Precordial leads V1–V6 chest placement, especially V4 (5th ICS midclavicular)
- ✓Venipuncture order of draw: blood cultures → blue → red → green → lavender → gray
- ✓Label specimen tubes at the patient's side immediately after collection
- ✓Urinalysis dipstick: read at exact time per package insert
- ✓Report vital signs outside normal range to provider before continuing
- ✓QC must be run on glucose meters each day of use
Common Exam Mistakes
- ✗Reversing LA and RA lead colors — "white on right" is the rule
- ✗Pre-labeling specimen tubes before collection
- ✗Reading a urine dipstick at the wrong time interval
- ✗Failing to report abnormal vitals before proceeding with the visit
- ✗Skipping QC on point-of-care testing equipment
Quiz yourself on Procedures & Physical Examinations
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Start Procedures & Physical Examinations Practice Quiz →Key Concepts — Part 1
1. A medical assistant is preparing a female patient for a pelvic examination and Pap smear. Which position should the patient be placed in?
Lithotomy
The lithotomy position, with the patient supine and feet in stirrups, provides optimal access to the vaginal canal and cervix for a pelvic exam and Pap smear. Sims is used for rectal exams and enemas. Knee-chest is used for sigmoidoscopy. Prone positions the patient face-down and does not allow access to the pelvic area.
2. During a physical examination, the provider taps on the patient's chest and back to assess underlying tissue density. Which examination method is being used?
Percussion
Percussion involves tapping on body surfaces to evaluate the density of underlying structures by sound. Auscultation is listening with a stethoscope. Palpation uses touch to assess texture and tenderness. Mensuration is measuring.
3. A medical assistant is instructed to collect a specimen for a routine urinalysis using the midstream clean-catch method. Which instruction is correct?
Cleanse the genital area, void a small amount, then collect the middle portion of the stream
In a midstream clean-catch, the patient cleanses the area, begins voiding into the toilet to flush the urethra, then collects the middle portion in a sterile container. Collecting the first portion is not clean-catch technique. 24-hour collection is a timed specimen. Catheterization is a separate collection method.
4. Which anatomical direction refers to a structure located closer to the point of attachment or origin?
Proximal
Proximal means closer to the point of attachment or trunk. Distal means farther from the point of attachment. Lateral means away from midline. Superficial refers to nearer the surface of the body.
5. A medical assistant is performing a capillary puncture on an adult for a glucose test. Which site is most appropriate?
The lateral side of the ring finger, slightly off-center
The lateral side of the middle or ring finger, slightly off-center from the fingertip pad, is the preferred site for adult capillary puncture. The center of the fingertip pad is more painful due to increased nerve endings. The thumb has a pulse and calluses. The heel is used only for infants under 12 months.
6. A medical assistant is autoclaving instruments. Which of the following is required to verify that sterilization has occurred?
Biological indicator (spore test)
Biological indicators using bacterial spores (typically Geobacillus stearothermophilus) are the most reliable method of verifying that sterilization has actually occurred. Autoclave tape only confirms exposure to heat, not sterility. Dating tracks shelf life. Visual inspection cannot confirm sterility.
7. What is the normal fasting blood glucose range for an adult?
70–99 mg/dL
A normal fasting blood glucose level for an adult is 70–99 mg/dL. Values of 40–60 mg/dL indicate hypoglycemia. 100–125 mg/dL indicates prediabetes, and levels of 126 mg/dL or higher on repeat testing indicate diabetes.
8. Which lavender-top (EDTA) tube is most commonly used for which type of laboratory test?
Complete blood count (CBC)
Lavender-top tubes contain EDTA, an anticoagulant that preserves cellular components, making them ideal for CBC and hematology testing. Light blue tubes (sodium citrate) are used for coagulation studies. Gray tubes (sodium fluoride) are used for glucose. Yellow tubes (SPS) or bottles are used for blood cultures.
9. A medical assistant is providing cast care instructions to a patient with a new plaster cast on the forearm. Which instruction is correct?
Keep the cast dry and elevated above heart level for the first 24–48 hours
Keeping the cast dry and elevated above heart level reduces swelling and prevents complications. Inserting objects into the cast can cause skin injury and infection. Ice, not heat, is used to reduce swelling. Plaster casts take 24–48 hours to fully dry.
10. Which cranial cavity contains the heart, lungs, and major blood vessels?
Thoracic cavity
The thoracic cavity houses the heart, lungs, esophagus, and major blood vessels, protected by the rib cage. The abdominal cavity contains digestive organs. The pelvic cavity contains reproductive and urinary structures. The cranial cavity houses the brain.
Key Concepts — Part 2
1. A medical assistant is performing an eye irrigation on a patient who has a chemical splash in the right eye. In which direction should the irrigating solution flow?
From the inner canthus toward the outer canthus
Irrigation should flow from the inner canthus toward the outer canthus to prevent contamination of the unaffected eye and to flush debris away from the tear duct. Directing flow the opposite direction could spread the chemical to the other eye. Solution should not be aimed at the cornea directly.
2. A 6-month-old infant is brought in for a well-child visit. Which developmental milestone is typical for this age?
Sitting without support
Sitting without support typically occurs around 6 months of age. Walking independently occurs around 12–15 months. Two-word phrases develop around 24 months. Self-feeding with a spoon occurs closer to 15–18 months.
3. A medical assistant is preparing to remove sutures from a patient's forearm laceration. Which technique is correct?
Cut the suture close to the skin on one side of the knot and pull away from the wound
The correct technique is to cut the suture close to the skin on one side of the knot and pull the suture out away from the wound so that the external, contaminated portion is not pulled through the tissue. Pulling toward the wound could cause dehiscence. Pulling the knot through the skin causes trauma.
4. Which of the following is a normal hemoglobin range for an adult male?
14.0–18.0 g/dL
The normal hemoglobin range for adult males is approximately 14.0–18.0 g/dL. Adult females typically range 12.0–16.0 g/dL. Values below 12 g/dL suggest anemia. Values above 18 g/dL suggest polycythemia.
5. A medical assistant is documenting quality control for a glucometer. Which action is required to ensure accurate patient results?
Run control solutions daily and with each new vial of test strips
CLIA requires running quality control materials daily, with each new lot/vial of test strips, and when the meter is dropped or malfunctions to ensure accuracy. Annual calibration alone is insufficient. Controls must be run routinely, not only when results seem off. Expired strips must never be used regardless of control results.
6. A patient with type 1 diabetes is having an HbA1c drawn. What does this test measure?
Average blood glucose over the past 2–3 months
HbA1c (glycated hemoglobin) reflects the average blood glucose level over the previous 2–3 months, corresponding to the lifespan of red blood cells. Current glucose is measured by a fasting or random glucose test. Insulin levels are measured separately. Kidney function requires BUN, creatinine, or microalbumin testing.
7. When placing electrodes for a standard 12-lead ECG, where should the V1 lead be positioned?
Fourth intercostal space at the right sternal border
V1 is placed at the fourth intercostal space at the right sternal border. V2 is at the fourth intercostal space at the left sternal border. V4 is at the fifth intercostal space at the midclavicular line. V6 is at the fifth intercostal space at the midaxillary line.
8. A medical assistant is instructing a patient on collecting a fecal occult blood test (FOBT) sample. Which item should the patient AVOID for several days prior to testing?
Red meat and vitamin C supplements
Patients should avoid red meat (can cause false positives from animal hemoglobin), vitamin C (can cause false negatives), aspirin, NSAIDs, and certain raw vegetables before FOBT. White bread, rice, water, broth, and dairy products do not interfere with the guaiac-based test.
9. Which type of surgical instrument has ratcheted handles and is used to clamp blood vessels or tissue?
Hemostatic forceps
Hemostatic forceps (hemostats) have ratcheted handles that lock closed to clamp blood vessels and control bleeding. Tissue forceps are tweezer-like and used to grasp tissue. Retractors hold back tissue for visualization. A scalpel is a cutting instrument.
10. A physician is preparing to perform a rectal examination on a female patient. Which position would the medical assistant most appropriately place the patient in?
Sims position
Sims position (left lateral with the right knee flexed) is the most common and comfortable position for rectal examinations and enema administration. Lithotomy is used for pelvic exams, Fowler's for respiratory distress or upper body exams, and knee-chest for specific proctologic procedures but is uncomfortable to maintain.
Key Concepts — Part 3
1. A medical assistant is instructing a patient about a 24-hour urine collection for creatinine clearance. Which instruction is correct?
Discard the first morning void, then collect all urine for 24 hours including the next morning's first void
For a 24-hour urine collection, the patient discards the first morning void to start with an empty bladder, then collects all urine for the next 24 hours, including the first void of the following morning. The specimen must be refrigerated or kept on ice during collection to preserve analytes.
2. During a venipuncture using the evacuated tube method, which tube should be drawn first when multiple tubes are required?
Blood culture bottles
According to CLSI order of draw, blood culture bottles are drawn first to maintain sterility and prevent contamination. This is followed by coagulation tubes (light blue), serum tubes (red), heparin (green), EDTA (lavender), and finally glycolytic inhibitor (gray).
3. A medical assistant is preparing an autoclave load. Which indicator provides the BEST assurance that sterilization has been achieved?
Biological indicator using Geobacillus stearothermophilus spores
Biological indicators using heat-resistant spores (Geobacillus stearothermophilus) are the gold standard for verifying sterilization because they confirm that conditions were sufficient to kill highly resistant microorganisms. Chemical indicators and autoclave tape only verify exposure to heat/steam, not actual sterilization efficacy.
4. A patient's fasting lipid panel shows the following results. Which value is considered abnormal?
LDL 165 mg/dL
An LDL of 165 mg/dL is considered high (optimal is less than 100 mg/dL, high is 160-189 mg/dL). Total cholesterol under 200 mg/dL is desirable, HDL above 40 mg/dL (men) or 50 mg/dL (women) is protective, and triglycerides under 150 mg/dL are normal.
5. When setting up a sterile field, which of the following is considered contaminated?
A 1-inch border around the edge of the sterile field
A 1-inch (2.5 cm) border around the perimeter of any sterile field is considered contaminated and must not be used. The center of the drape remains sterile, items must be kept above waist level to remain sterile, and the inner surface of sterile packaging remains sterile after proper opening.
6. A medical assistant is performing a capillary puncture on an adult for a glucose test. Which site is preferred?
The lateral side of the ring or middle finger, slightly off-center
The lateral side of the ring or middle finger, slightly off-center from the fingertip, is the preferred site because it is less calloused and less painful. The center of the fingertip has more nerve endings, the thumb has a pulse and thicker skin, and the earlobe is not typically used for capillary blood in adults.
7. A patient presents with a heel that is being examined. The provider states the wound is on the plantar surface. This refers to which anatomical location?
The bottom (sole) of the foot
Plantar refers to the sole or bottom of the foot. The top of the foot is called the dorsal surface. Understanding correct anatomical directional terminology is essential for accurate documentation and communication.
8. Which examination technique involves tapping on body surfaces to evaluate underlying structures based on sound?
Percussion
Percussion involves tapping the body surface to produce sounds that indicate the size, density, and location of underlying organs. Auscultation is listening (usually with a stethoscope), palpation is feeling with the hands, and mensuration is measuring.
9. A medical assistant is performing an ear irrigation on an adult patient to remove impacted cerumen. How should the ear be positioned?
Pull the auricle up and back
For adults, the auricle (pinna) should be pulled up and back to straighten the ear canal for effective irrigation. For children under age 3, the auricle is pulled down and back because of the anatomical differences in the ear canal.
10. A CLIA-waived urine dipstick test kit indicates the control range for the glucose control is 100-150 mg/dL. Today's control result is 175 mg/dL. What is the appropriate next step?
Document the out-of-range control, troubleshoot, and do not report patient results until controls are within range
When quality control results fall outside the acceptable range, patient testing must be halted and results not reported until the problem is identified and corrected (troubleshoot reagents, expiration dates, technique). Documentation of out-of-range QC and corrective action is a CLIA requirement.
Key Concepts — Part 4
1. A medical assistant is assisting with suture removal 10 days after a laceration repair. Which technique is correct?
Grasp the knot with forceps, cut the suture close to the skin on one side of the knot, and pull toward the wound in a smooth motion
The correct technique is to grasp the knot with forceps, cut the suture close to the skin on the side opposite the knot, and gently pull the suture out and away from the incision line so that no external portion of the suture is drawn through the tissue, minimizing infection risk and wound disruption.
2. A 6-month-old infant is being assessed for developmental milestones. Which milestone would be most appropriate to expect at this age?
Sitting without support and rolling over
By 6 months, most infants can sit briefly without support and roll over in both directions. Independent walking typically occurs around 12-15 months, two-word sentences develop around 24 months, and the pincer grasp develops around 9-12 months.
3. A medical assistant needs to centrifuge a serum separator tube (SST). What is the correct procedure?
Allow the specimen to clot for 30 minutes at room temperature, then centrifuge
SST tubes must be allowed to clot completely (typically 30 minutes at room temperature) before centrifugation to ensure proper serum separation and prevent fibrin formation. Centrifuging too early causes incomplete separation and inaccurate results. Shaking hemolyzes cells.
4. A patient's hemoglobin A1c result is 8.2%. How should this result be interpreted?
Poorly controlled diabetes
An HbA1c of 8.2% indicates poorly controlled diabetes; the goal for most diabetics is less than 7%. Normal HbA1c is below 5.7%, prediabetes is 5.7-6.4%, and diabetes is diagnosed at 6.5% or higher. HbA1c does not diagnose hypoglycemia.
5. A medical assistant is preparing a patient for a 12-lead ECG. Where should the V1 electrode be placed?
Fourth intercostal space at the right sternal border
V1 is placed at the fourth intercostal space at the right sternal border. V2 is at the fourth intercostal space at the left sternal border, V4 is at the fifth intercostal space at the midclavicular line, and V6 is at the fifth intercostal space at the midaxillary line.
6. Which of the following describes the correct classification and use of a hemostat?
Clamping instrument used to grasp and hold blood vessels or tissue
A hemostat is a clamping/grasping instrument with serrated jaws used primarily to clamp blood vessels and control bleeding. Scalpels and scissors are cutting instruments, retractors hold tissue apart to expose the surgical site, and probes are used to explore wounds.
7. A medical assistant collects a wound culture from a patient with a chronic non-healing ulcer. What is the most appropriate collection technique?
Cleanse the wound with saline first, then swab the base of the wound rotating the swab
Proper wound culture technique requires cleansing the wound with sterile saline first to remove surface contaminants, then swabbing the base of the wound with a rotating motion to collect viable organisms. Swabbing dressings, necrotic tissue, or surrounding skin yields contaminants rather than true pathogens.
8. A patient's CBC shows a hematocrit of 28%. This finding is most consistent with which condition?
Anemia
A hematocrit of 28% is low and consistent with anemia. Normal hematocrit ranges are approximately 42-52% for adult males and 37-47% for adult females. Dehydration and polycythemia both cause elevated hematocrit values.
9. A medical assistant is preparing a wet mount slide for microscopic examination. Which action is correct?
Place a drop of specimen on the slide, add saline if needed, and gently lower the coverslip to avoid air bubbles
A wet mount is prepared by placing a drop of specimen (with saline if needed) on a slide and gently lowering a coverslip at an angle to prevent air bubbles, which interfere with viewing. Wet mounts examine live organisms, so drying, heat-fixing, or staining defeats the purpose of the preparation.
10. A patient is scheduled for a pelvic examination with a Pap smear. Which position should the medical assistant place the patient in?
Lithotomy position
The lithotomy position, with the patient supine and feet in stirrups, is the standard position for pelvic examinations and Pap smears because it provides optimal access to the perineal area. Sims position is used for rectal exams and enemas. Knee-chest position is used for sigmoidoscopy. Fowler's position is a semi-sitting position used for patients with respiratory difficulty.
Key Concepts — Part 5
1. A medical assistant is preparing an autoclave load. Which of the following indicates that sterilization has actually been achieved rather than just that the item was exposed to heat?
A biological indicator using Geobacillus stearothermophilus spores
Biological indicators containing Geobacillus stearothermophilus spores are the gold standard for verifying sterilization because they confirm the actual killing of highly resistant spores. Autoclave tape only indicates the item was exposed to heat, not that sterilization occurred. Pressure and steam confirm the machine is operating but not that sterilization was achieved.
2. During a venipuncture using the evacuated tube system, in what order should the following tubes be drawn to prevent additive cross-contamination?
Light blue, red/SST, green, lavender
The CLSI order of draw is: blood culture, light blue (citrate), red/SST (serum), green (heparin), lavender (EDTA), gray (fluoride/oxalate). Drawing in this order prevents additive carryover that could affect test results, especially coagulation studies which require the citrate tube early in the draw.
3. A medical assistant is assisting with a minor surgical procedure and needs to add an item to the sterile field. Which action would contaminate the sterile field?
Reaching across the sterile field to place an instrument
Reaching across a sterile field contaminates it because microorganisms or debris from the arm may fall onto the sterile area. Items should be added from the side. Keeping hands above waist level, treating the 1-inch border as non-sterile, and opening the far flap of a sterile package first are all correct aseptic techniques.
4. A patient's lab results show a fasting blood glucose of 145 mg/dL and an HbA1c of 7.2%. How should the medical assistant interpret these results?
Both values are consistent with diabetes mellitus
A fasting glucose ≥126 mg/dL and HbA1c ≥6.5% both meet diagnostic criteria for diabetes mellitus. Normal fasting glucose is 70-99 mg/dL and normal HbA1c is below 5.7%. Hypoglycemia is defined as blood glucose below 70 mg/dL, which is the opposite of this patient's finding.
5. Which anatomical description correctly identifies the position of the elbow relative to the wrist?
The elbow is proximal to the wrist
Proximal means closer to the point of attachment or trunk, so the elbow is proximal to the wrist. Distal means farther from the trunk, which describes the wrist relative to the elbow. Lateral means toward the side, and inferior means below—neither correctly describes the elbow-wrist relationship in standard anatomical position.
6. A medical assistant is performing a capillary puncture on an adult patient for a glucose test. Which site is most appropriate?
The lateral side of the ring finger, slightly off-center
In adults, capillary puncture is performed on the lateral side of the third or fourth finger (ring finger), slightly off-center from the fingerprint area, to avoid the bone and the sensitive center pad. The thumb and index finger have calluses and more nerve endings. Heel sticks are used only for infants under one year of age.
7. A medical assistant is instructing a patient on collecting a midstream clean-catch urine specimen. Which instruction is correct?
Cleanse the area, begin voiding into the toilet, then collect the middle portion of the stream
In a midstream clean-catch, the patient cleanses the genital area, begins voiding into the toilet to flush contaminants from the distal urethra, then collects the middle portion of the stream in the sterile container. The first portion is discarded because it contains contaminants. A random specimen collects all urine. Specimens should be tested within one hour or refrigerated briefly, not held for 24 hours before submitting.
8. A medical assistant is preparing a surgical tray and needs to select an instrument used for grasping and holding tissue. Which instrument should be selected?
Allis tissue forceps
Allis tissue forceps have teeth designed specifically for grasping and holding tissue during surgical procedures. Mayo and Metzenbaum scissors are cutting instruments used for heavy and delicate tissue respectively. A mosquito hemostat is a clamping instrument used to control bleeding from small vessels, not primarily for holding tissue.
9. A medical assistant performing quality control on a glucometer notes that the control results fall outside the acceptable range. What is the appropriate next step?
Do not perform patient testing; troubleshoot the instrument and repeat QC before use
When QC results are out of range, patient testing must not be performed until the issue is resolved. The medical assistant should troubleshoot (check expiration dates, strip lot, instrument function), repeat QC with fresh materials, and document all actions per CLIA requirements. Reporting patient results with failed QC violates CLIA standards, and calibration must be done with manufacturer-approved calibrators, not patient samples.
10. A patient is scheduled for a sigmoidoscopy. Which body position should the medical assistant prepare the patient for?
Knee-chest
The knee-chest position is ideal for sigmoidoscopy because it allows optimal visualization of the sigmoid colon. Lithotomy is used for pelvic and vaginal examinations. Fowler's is used for patients with breathing difficulties or upper body exams. Supine is used for general abdominal examinations.
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