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EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Dec 15, 2015

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Raymond Polly
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Page 1: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.
Page 2: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.
Page 3: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

EEPPEECC

EEPPEECC

Whole Patient Assessment

Whole Patient Assessment

Module 3Module 3Module 3Module 3

The Project to Educate Physicians on End-of-life CareSupported by the American Medical Association andthe Robert Wood Johnson Foundation

The Project to Educate Physicians on End-of-life CareSupported by the American Medical Association andthe Robert Wood Johnson Foundation

Page 4: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

ObjectivesObjectives

disease historydisease history

physical physical symptomssymptoms

psychological psychological symptomssymptoms

decision-making decision-making capacitycapacity

disease historydisease history

physical physical symptomssymptoms

psychological psychological symptomssymptoms

decision-making decision-making capacitycapacity

information information sharingsharing

socialsocial

spiritualspiritual

practicalpractical

anticipatory anticipatory planning for deathplanning for death

information information sharingsharing

socialsocial

spiritualspiritual

practicalpractical

anticipatory anticipatory planning for deathplanning for death

Know how to identify, assessKnow how to identify, assess Know how to identify, assessKnow how to identify, assess

Page 5: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Why skill at assessmentis importantWhy skill at assessmentis important Patients expect relief of sufferingPatients expect relief of suffering

Key diagnostic toolKey diagnostic tool

Coordinates team of health Coordinates team of health professionalsprofessionals

Can have therapeutic effectsCan have therapeutic effects

Develops the physician-patient Develops the physician-patient relationshiprelationship

Patients expect relief of sufferingPatients expect relief of suffering

Key diagnostic toolKey diagnostic tool

Coordinates team of health Coordinates team of health professionalsprofessionals

Can have therapeutic effectsCan have therapeutic effects

Develops the physician-patient Develops the physician-patient relationshiprelationship

Page 6: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

The physician’s roleThe physician’s role

ListenListen

AcknowledgeAcknowledge

AnalyzeAnalyze

Offer information, practical Offer information, practical suggestionssuggestions

Introduce sources of support Introduce sources of support

ListenListen

AcknowledgeAcknowledge

AnalyzeAnalyze

Offer information, practical Offer information, practical suggestionssuggestions

Introduce sources of support Introduce sources of support

Page 7: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

9 dimensionsof assessment9 dimensionsof assessment1.1. Illness / treatment Illness / treatment

summarysummary

2.2. Physical Physical

3.3. Psychological Psychological

4.4. Decision making Decision making

5.5. Communication Communication

1.1. Illness / treatment Illness / treatment summarysummary

2.2. Physical Physical

3.3. Psychological Psychological

4.4. Decision making Decision making

5.5. Communication Communication

6.6. Social Social

7.7. Spiritual Spiritual

8.8. Practical Practical

9.9. Anticipatory Anticipatory planning for deathplanning for death

6.6. Social Social

7.7. Spiritual Spiritual

8.8. Practical Practical

9.9. Anticipatory Anticipatory planning for deathplanning for death

Page 8: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Illness /treatment summaryIllness /treatment summary Primary diagnosisPrimary diagnosis

Secondary concurrent illnessesSecondary concurrent illnesses

Treatment summaryTreatment summary

Primary diagnosisPrimary diagnosis

Secondary concurrent illnessesSecondary concurrent illnesses

Treatment summaryTreatment summary

Page 9: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Physical assessmentPhysical assessment

SymptomsSymptoms

Physical function, impairmentsPhysical function, impairments

Physical examinationPhysical examination

Minimize testsMinimize tests

SymptomsSymptoms

Physical function, impairmentsPhysical function, impairments

Physical examinationPhysical examination

Minimize testsMinimize tests

Page 10: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Common symptomsCommon symptoms

PainPain

Weakness / fatigueWeakness / fatigue

BreathlessnessBreathlessness

InsomniaInsomnia

Weight lossWeight loss

PainPain

Weakness / fatigueWeakness / fatigue

BreathlessnessBreathlessness

InsomniaInsomnia

Weight lossWeight loss

ConfusionConfusion

ConstipationConstipation

AnxietyAnxiety

Nausea / vomiting Nausea / vomiting

DepressionDepression

ConfusionConfusion

ConstipationConstipation

AnxietyAnxiety

Nausea / vomiting Nausea / vomiting

DepressionDepression

Page 11: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Symptoms – causesSymptoms – causes

Multiple causesMultiple causes

the primary illnessthe primary illness

an effect of therapyan effect of therapy

psychological, social, spiritual, practical psychological, social, spiritual, practical issuesissues

another medical conditionanother medical condition

Multiple causesMultiple causes

the primary illnessthe primary illness

an effect of therapyan effect of therapy

psychological, social, spiritual, practical psychological, social, spiritual, practical issuesissues

another medical conditionanother medical condition

Page 12: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Pain as a model forsymptom assessment Pain as a model forsymptom assessment High prevalenceHigh prevalence

Can be well controlledCan be well controlled

Often undertreatedOften undertreated

Adequate treatment requires Adequate treatment requires adequate assessmentadequate assessment

Gateway to other assessmentsGateway to other assessments

High prevalenceHigh prevalence

Can be well controlledCan be well controlled

Often undertreatedOften undertreated

Adequate treatment requires Adequate treatment requires adequate assessmentadequate assessment

Gateway to other assessmentsGateway to other assessments

Page 13: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Pain assessmentPain assessment

Location (1°, Location (1°, referral pattern)referral pattern)

QualityQuality

TimingTiming

SeveritySeverity

RadiationRadiation

Location (1°, Location (1°, referral pattern)referral pattern)

QualityQuality

TimingTiming

SeveritySeverity

RadiationRadiation

Modifying factorsModifying factors

Impact on functionImpact on function

Effect of Effect of treatmentstreatments

Patient Patient perspectives perspectives

Modifying factorsModifying factors

Impact on functionImpact on function

Effect of Effect of treatmentstreatments

Patient Patient perspectives perspectives

Page 14: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

FunctionFunction

Motor functionMotor function

Sensory functionSensory function

Effect on activitiesEffect on activities

Effect on relationshipsEffect on relationships

Patient perspectives Patient perspectives

Motor functionMotor function

Sensory functionSensory function

Effect on activitiesEffect on activities

Effect on relationshipsEffect on relationships

Patient perspectives Patient perspectives

Page 15: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Psychological assessment . . .Psychological assessment . . . CognitionCognition

delirium, dementiadelirium, dementia

AffectAffect

anxiety, depressionanxiety, depression

Emotions prompted by the life-Emotions prompted by the life-threatening illnessthreatening illness

CognitionCognition

delirium, dementiadelirium, dementia

AffectAffect

anxiety, depressionanxiety, depression

Emotions prompted by the life-Emotions prompted by the life-threatening illnessthreatening illness

Page 16: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

. . . Psychological assessment. . . Psychological assessment Coping responsesCoping responses

suicidal ideationsuicidal ideation

FearsFears

loss of control, burden, abandonment, loss of control, burden, abandonment, indignityindignity

Unresolved issuesUnresolved issues

Coping responsesCoping responses

suicidal ideationsuicidal ideation

FearsFears

loss of control, burden, abandonment, loss of control, burden, abandonment, indignityindignity

Unresolved issuesUnresolved issues

Page 17: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Emotionalresponses to illnessEmotionalresponses to illness Avoidance, denial Avoidance, denial

Fear, anger Fear, anger

Lability, irritabilityLability, irritability

IntellectualizationIntellectualization

GriefGrief

Acceptance, spiritual peaceAcceptance, spiritual peace

Avoidance, denial Avoidance, denial

Fear, anger Fear, anger

Lability, irritabilityLability, irritability

IntellectualizationIntellectualization

GriefGrief

Acceptance, spiritual peaceAcceptance, spiritual peace

Page 18: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

FearsFears

Loss of control, dignityLoss of control, dignity

Loss of relationshipsLoss of relationships

Being a burdenBeing a burden

Physical sufferingPhysical suffering

Loss of control, dignityLoss of control, dignity

Loss of relationshipsLoss of relationships

Being a burdenBeing a burden

Physical sufferingPhysical suffering

Page 19: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Unresolved issuesUnresolved issues

Old feudsOld feuds

Last visitsLast visits

Lifetime project, piece of workLifetime project, piece of work

Old feudsOld feuds

Last visitsLast visits

Lifetime project, piece of workLifetime project, piece of work

Page 20: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Decision-making assessmentDecision-making assessment Capacity / competenceCapacity / competence

Goals of careGoals of care

Advance care planningAdvance care planning

Informed consentInformed consent

Capacity / competenceCapacity / competence

Goals of careGoals of care

Advance care planningAdvance care planning

Informed consentInformed consent

Page 21: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Decision-making capacityDecision-making capacity

Global incompetenceGlobal incompetence

Decision-specific capacityDecision-specific capacity

Global incompetenceGlobal incompetence

Decision-specific capacityDecision-specific capacity

Page 22: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Decision-specific capacityDecision-specific capacity Understand authorization roleUnderstand authorization role

Rational use of information, Rational use of information, including risk, uncertaintyincluding risk, uncertainty

Insight into consequencesInsight into consequences

NoncoercedNoncoerced

Understand authorization roleUnderstand authorization role

Rational use of information, Rational use of information, including risk, uncertaintyincluding risk, uncertainty

Insight into consequencesInsight into consequences

NoncoercedNoncoerced

Page 23: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Communication assessment . . .Communication assessment . . . Is there someone to share fears Is there someone to share fears

with? talk to? plan with?with? talk to? plan with?

Is the information clear? Is the information clear? understandable?understandable?

What the patient wants to knowWhat the patient wants to know

child’s parentschild’s parents

Is there someone to share fears Is there someone to share fears with? talk to? plan with?with? talk to? plan with?

Is the information clear? Is the information clear? understandable?understandable?

What the patient wants to knowWhat the patient wants to know

child’s parentschild’s parents

Page 24: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

. . . Communication assessment. . . Communication assessment Who else to talk toWho else to talk to

Limits of confidentialityLimits of confidentiality

Is language an issue?Is language an issue?

Who else to talk toWho else to talk to

Limits of confidentialityLimits of confidentiality

Is language an issue?Is language an issue?

Page 25: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Social assessmentSocial assessment

Family, family dynamicsFamily, family dynamics

CommunityCommunity

EnvironmentEnvironment

FinancialFinancial

Family, family dynamicsFamily, family dynamics

CommunityCommunity

EnvironmentEnvironment

FinancialFinancial

Page 26: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

CommunityCommunity

CultureCulture

Sources of assistanceSources of assistance

Religious Religious

Disease groups Disease groups

LocalLocal

CultureCulture

Sources of assistanceSources of assistance

Religious Religious

Disease groups Disease groups

LocalLocal

Page 27: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

FinancialFinancial

Spending downSpending down

Medical billsMedical bills

Family sacrificeFamily sacrifice

Spending downSpending down

Medical billsMedical bills

Family sacrificeFamily sacrifice

Page 28: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Spiritual assessmentSpiritual assessment

Meaning, value – personal, of the Meaning, value – personal, of the illnessillness

burden, control, independence, dignityburden, control, independence, dignity

FaithFaith

Religious life, spiritual lifeReligious life, spiritual life

PastorPastor

Meaning, value – personal, of the Meaning, value – personal, of the illnessillness

burden, control, independence, dignityburden, control, independence, dignity

FaithFaith

Religious life, spiritual lifeReligious life, spiritual life

PastorPastor

Page 29: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Meaning of illnessMeaning of illness

Fears & concernsFears & concerns

IllnessIllness

Death & dyingDeath & dying

Changes and lossesChanges and losses

Family / self / roleFamily / self / role

ControlControl

Fears & concernsFears & concerns

IllnessIllness

Death & dyingDeath & dying

Changes and lossesChanges and losses

Family / self / roleFamily / self / role

ControlControl

Page 30: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Spiritual activitiesSpiritual activities

Religious denomination (past or Religious denomination (past or present)present)

Activity levelActivity level

Prayer / scriptural resourcesPrayer / scriptural resources

Religious denomination (past or Religious denomination (past or present)present)

Activity levelActivity level

Prayer / scriptural resourcesPrayer / scriptural resources

Page 31: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

PastorsPastors

From communityFrom community

From health system (chaplain)From health system (chaplain)

From communityFrom community

From health system (chaplain)From health system (chaplain)

Page 32: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

RitualsRituals

Special prayers, actionsSpecial prayers, actions

Last prayers, declarationsLast prayers, declarations

Special prayers, actionsSpecial prayers, actions

Last prayers, declarationsLast prayers, declarations

Page 33: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Spiritual crises . . .Spiritual crises . . .

Search for meaning or purpose in Search for meaning or purpose in one’s lifeone’s life

Loss of a sense of connectionLoss of a sense of connection

Feelings of guilt or unworthinessFeelings of guilt or unworthiness

Search for meaning or purpose in Search for meaning or purpose in one’s lifeone’s life

Loss of a sense of connectionLoss of a sense of connection

Feelings of guilt or unworthinessFeelings of guilt or unworthiness

Page 34: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

. . . Spiritual crises. . . Spiritual crises

Questioning of faithQuestioning of faith

Desire for forgivenessDesire for forgiveness

Sense of abandonment by GodSense of abandonment by God

Questioning of faithQuestioning of faith

Desire for forgivenessDesire for forgiveness

Sense of abandonment by GodSense of abandonment by God

Page 35: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Approach tospiritual assessmentApproach tospiritual assessment Suspect spiritual painSuspect spiritual pain

Establish a conducive atmosphereEstablish a conducive atmosphere

Express interest, ask specific Express interest, ask specific questionsquestions

Listen for broader meaningsListen for broader meanings

Be aware of own beliefs, biasesBe aware of own beliefs, biases

Suspect spiritual painSuspect spiritual pain

Establish a conducive atmosphereEstablish a conducive atmosphere

Express interest, ask specific Express interest, ask specific questionsquestions

Listen for broader meaningsListen for broader meanings

Be aware of own beliefs, biasesBe aware of own beliefs, biases

Page 36: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Practical assessmentPractical assessment

CaregiversCaregivers

Domestic needsDomestic needs

Dependents Dependents

CaregiversCaregivers

Domestic needsDomestic needs

Dependents Dependents

Page 37: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

CaregiverCaregiver

Who?Who?

At what sacrifice?At what sacrifice?

Comfortable relationship?Comfortable relationship?

Unmet needs?Unmet needs?

Who?Who?

At what sacrifice?At what sacrifice?

Comfortable relationship?Comfortable relationship?

Unmet needs?Unmet needs?

Page 38: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Domestic needsDomestic needs

Chores of day-to-day livingChores of day-to-day living

cookingcooking

cleaningcleaning

shoppingshopping

bankingbanking

bill paymentbill payment

Transportation Transportation

Chores of day-to-day livingChores of day-to-day living

cookingcooking

cleaningcleaning

shoppingshopping

bankingbanking

bill paymentbill payment

Transportation Transportation

Page 39: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

FamilyFamily

DependentsDependents

Children Children

EldersElders

InfirmInfirm

PetsPets

DependentsDependents

Children Children

EldersElders

InfirmInfirm

PetsPets

Page 40: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

Anticipatoryplanning for deathAnticipatoryplanning for death Current losses Current losses

Anticipated lossesAnticipated losses

Advance care planningAdvance care planning

Advance planning for last hours and Advance planning for last hours and after deathafter death

Current losses Current losses

Anticipated lossesAnticipated losses

Advance care planningAdvance care planning

Advance planning for last hours and Advance planning for last hours and after deathafter death

Page 41: EPECEPECEPECEPEC EPECEPECEPECEPEC Whole Patient Assessment Whole Patient Assessment Module 3 The Project to Educate Physicians on End-of-life Care Supported.

EEPPEECC

EEPPEECC Whole Patient Whole Patient

AssessmentAssessment

SummarySummary

Whole Patient Whole Patient AssessmentAssessment

SummarySummary