Patients and families living with serious illness have a range of needs beyond disease treatment, including support for functional limitation, pain and other symptoms, and caregiver burden.

Use this toolkit to establish criteria for finding the right patients at the right time and assessing their physical, functional, emotional, social, and spiritual needs.

What’s in the Toolkit

Target scarce resources to the patients most in need by developing appropriate referral criteria and building consult triggers into the electronic health record (EHR). Includes adult and pediatric referral criteria for inpatient palliative care.

CAPC Palliative Care Referral Criteria

Checklist of triggers for referral to a specialty palliative care team.

Implementing ICU Screening Criteria for Unmet Palliative Care Needs: A Guide for ICU and Palliative Care Staff
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Guidance on needs assessment, screening criteria selection, implementation planning, and evaluation.

Pediatric Palliative Care Referral Criteria
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General palliative care referral criteria for children with serious illness, and for specific diseases including cancer and pulmonary, genetic, neurologic, metabolic, and other diagnoses.

Default Palliative Care Consultation Improves Reach and Timeliness

Randomized controlled trial of a default palliative care order, with clinician opt-out ability, and its impact on patient care.

Integrating Palliative Care Screening into the ICU
New

Descriptive study on the benefits of using a standardized screening tool to generate automatic referrals for palliative care consultation.

Identifying patients in community settings is particularly challenging because functional/cognition status is rarely captured in claims or clinical data systems. Use this toolkit to find the population at risk for readmission, poor outcomes, preventable suffering, or mortality.

LACE Index Scoring Tool

Used to identify patients at high risk for readmission or death.

Charlson Comorbidity Index

Predicts risk of death within one year of hospitalization. Used by home-based palliative care programs to identify patients for enrollment.

Walter Prognostic Index

Online tool that predicts risk of death within one year of hospitalization, specific to patients aged 70+.

Sample Diagnoses Codes to Identify Patients Living with Serious Illness

Population health entities can use this list to proactively identify people with potentially unmet palliative care needs. Additional screening will be necessary.

Communicating with Treating Clinicians about the Implications of Frailty
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Identifying patients with frailty who are at high risk for health care utilization and adverse outcomes.

Identifying Patients with Chronic Conditions in Need of Palliative Care in the General Population

Development of the NECPAL tool and preliminary prevalence rates in Catalonia. Gómez-Batiste X, Martínez-Muñoz M, Blay C, Amblàs J, et al. BMJ Supportive and Palliative Care, 2013.

Identifying Patients with Serious Illness: The Denominator Challenge

Using claims data to identify the population in need of palliative care. Kelley AS and Bollens-Lund E, Journal of Palliative Medicine, 2017.

Best Practices in Patient Engagement
New
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Advice from successful programs on how to make "cold calls" to patients identified to benefit from your services.

Predictive modeling of U.S. health care spending in late life

An analysis highlighting that death and spending in the last year of life remains unpredictable despite many algorithms (Einav et al.).

ABCD Cultural Assessment Model

Guidance on how to gather culturally-relevant information from patients and families. Kagawa-Singer and Blackhall.

Guidance and case studies to find the right patients at the right time.

Proactive Patient Identification for Health Plans and ACOs: A Guide

Best practices in how to use data sources, such as claims or medical records, to identify patients who are most likely to benefit from palliative care.

Sample Diagnoses Codes to Identify Patients Living with Serious Illness

Population health entities can use this list to proactively identify people with potentially unmet palliative care needs. Additional screening will be necessary.

Identifying Patients with Serious Illness: The Denominator Challenge

Using claims data to identify the population in need of palliative care. Kelley AS and Bollens-Lund E, Journal of Palliative Medicine, 2017.

Predictive modeling of U.S. health care spending in late life

An analysis highlighting that death and spending in the last year of life remains unpredictable despite many algorithms (Einav et al.).

Pediatric Palliative Care Referral Criteria
MEMBERS ONLY locked

General palliative care referral criteria for children with serious illness, and for specific diseases including cancer and pulmonary, genetic, neurologic, metabolic, and other diagnoses.

Charlson Comorbidity Index

Predicts risk of death within one year of hospitalization. Used by home-based palliative care programs to identify patients for enrollment.

Case Study: Moffit
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Integration of a patient-reported symptom assessment tool into the EHR and workflow. CAPC and the Accountable Care Learning Collaborative.

Best Practices in Patient Engagement
New
MEMBERS ONLY locked

Advice from successful programs on how to make "cold calls" to patients identified to benefit from your services.

ABCD Cultural Assessment Model

Guidance on how to gather culturally-relevant information from patients and families. Kagawa-Singer and Blackhall.

Evidence-based resources for assessing pain, symptom burden, psychological and social needs, caregiver burden, and spiritual distress.

Revised Edmonton Symptom Assessment System (ESAS-r)

Assesses for nine symptoms experienced by patients with serious illness and quantifies their severity. Alberta Health Services.

Pain Assessment Questions
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Recommended assessment questions to typify pain and inform pain management for patients with serious illness.

Pain Assessment and Documentation Tool (PADT)

Validated instrument to assess pain intensity and impact on function over time.

Condensed Memorial Symptom Assessment Scale (CMSAS)

Measures the frequency, severity, and distress associated with 32 symptoms.

Memorial Symptom Assessment Scale

Assessment of more than 30 symptoms; also quantifies severity.

NCCN Distress Thermometer

Assessment tool for symptom burden and impact on quality of life. National Comprehensive Cancer Network (NCCN), 2016.

PHQ-4 Validated Screening Tool for Anxiety and Depression

Brief (4-question) screening tool for anxiety and depression.

PHQ-9: Validated Screening Tool for Depression

Used to screen, diagnose and measure the severity of depression.

Palliative Performance Scale

Assesses the patient's functional abilities including ambulation, activity level, self-care ability, intake and consciousness.

Karnofsky Performance Status Scale Definitions Rating (%) Criteria

Stratifies patients by level of functional ability. Like the PPS, the Karnofsky score can be used to predict survival.

ECOG Performance Status

Assess disease progression, impact on activities of daily living, and appropriate treatment and prognosis.

AD8 Dementia Screening

Screens for early dementia, which is often missed by common assessment tools such as the Mini-Mental Status Examination.

Zarit Burden Interview (ZBI-12)

Self-reported caregiver assessment.

Peds QL

Modular approach to measuring health-related quality of life in both healthy children and those with acute and chronic health conditions.

Spiritual Screening Tool

Assessment for suffering, distress, disconnection, or spiritual pain. Supportive Care Coalition.

These resources can help teams highlight social needs such as unsafe housing or food insecurity

CMS Accountable Health Communities Screening for Health-Related Social Needs

Identifies unmet need in housing, food, transportation, utilities, and safety. Developed by CMS for the Accountable Health Communities model, and recommended for Medicare and Medicaid beneficiaries.

Lawton-Brody Instrumental Activities of Daily Living Scale

Instrumental Activities of Daily Living (IADLs) span everyday tasks that many people with serious illness have difficulty with. This assessment tool will help teams identify needs that can be addressed with community supports

Inclusive Clinical Encounters

The goal of this learning activity is to equip clinicians across all disciplines with the tools to foster effective and inviting clinical encounters with seriously ill patients.

Practicing Inclusive Clinical Encounters

This learning activity, Practicing Inclusive Clinical Encounters, will help clinicians integrate strategies for effective and inclusive clinical encounters into their daily practice.

Social Needs Screen

Assessment tool and resource list to address social risk factors.

Health Leads Screening Toolkit

Social needs screen including: social needs domains, best practices, recommended screening tool (in English and Spanish) and a library of clinically-validated and patient-centered questions.

Addressing Social Determinants of Health through Screening and Resource Referrals

With social determinants of health (SDOH) being closely linked to health outcomes among populations historically exposed to health care disparities, the Ascension team is addressing barriers and needs of community members through the implementation of a systematic SDOH screening and resource referral process.

Help patients and families understand palliative care and request a consult when needed.

Patient Resources: GetPalliativeCare.org

Website for patients and families with definitions, relevant patient stories, resources, and a searchable database to find palliative care programs.

Use this toolkit to develop new programs and benefits for members with serious illness while driving improvements throughout the provider network.
Includes 34 resources:
  • Comprehensive Guidance
  • Population Identification and Assessment
  • Specialty Palliative Care Services and Benefits
  • Provider Network Strategies
  • The Role of Care Managers
  • Case Studies
These tools can be used to make the case for palliative care investment with organization leaders, health plans, colleagues, and community partners.
Includes 21 resources:
  • Defining Palliative Care
  • Palliative Care Value Across Settings
  • Calculators, Templates, and Case Studies
Tools to design and implement a training initiative for care teams from all specialties, to improve quality of life for patients and families living with serious illness.
Includes 27 resources:
  • The Case for Communication and Symptom Management Training
  • Clinical Training Recommendations for All Clinicians Caring for Patients with Serious Illness
  • Implementing a Training Program
  • Resources for Reinforcing Skills
  • Case Studies and Additional Resources

See all 49 Toolkits

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