This Learning Pathway contains a comprehensive set of training and tools to help physicians address the unique needs of patients and families living with serious illness. Clinical topics include assessing patient needs and concerns, understanding patients’ goals for care, addressing symptom burden, and helping patients to avoid crises and plan for the future.

Assess the Needs and Concerns of Patients

Introduction to Palliative Care

An introduction to palliative care, how it is delivered, its impact on quality of life, and the growing population of patients who need it.

Revised Edmonton Symptom Assessment System (ESAS-r)

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

PHQ-4 Validated Screening Tool for Anxiety and Depression

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

Social Needs Screen

Assessment tool and resource list to address social risk factors.

FICA Spiritual Assessment Tool

Short conversation guide to elicit information about a patient's spiritual history and preferences.

Zarit Burden Interview (ZBI-12)

Self-reported caregiver assessment.

CAPC Palliative Care Referral Criteria

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

Strengthen the Clinician-Patient Relationship and Understand Care Goals

Clarifying Patient Goals of Care

Learn best practices for building trust, eliciting patient values, and having patient-centered conversations about goals of care.

Billing and Coding for Advance Care Planning (ACP) Services
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Requirements, best practices, documentation requirements, and time thresholds for Advance Care Planning (ACP) services.

Unconscious Bias: What It Is, How It Influences Health Care, and What You Can Do About It

Defines unconscious bias and how it influences patient care, and provides ways to reduce the impact of unconscious bias on care delivery.

Talking with Patients About Hospice

This resource lists step-wise tips to foster comfortable, productive dialogue for ‘the hospice conversation’.

Manage Pain and Symptoms

Course 1: Pain and its Impact on Our Patients
New

Learn to define and characterize pain, recognize the prevalence of pain, understand disparities in pain management based on race, ethnicity, and gender.

Course 2: How to Perform a Comprehensive Pain Assessment
New

Learn the components of a comprehensive pain assessment and its importance in safe and effective pain management.

Course 3: Matching Treatment to Pain Type
New

Gain an overview of pharmacologic and nonpharmacologic pain treatments, including risks and benefits, and learn how to match the analgesic to pain type.

Course 4: Prescribing an Opioid
New

Learn how to decide on an appropriate opioid, route of delivery, and dose, and understand how to prescribe for incident and breakthrough pain.

Course 5: Practice Prescribing an Opioid
New

Practice prescribing initial opioid doses for different pain types and characteristics. Learn to adjust dosing as needed to manage pain effectively.

Course 6: Creating a Pain Treatment Plan and Monitoring Effectiveness
New

Learn to develop a pain treatment plan with realistic goals and proper documentation, and implement universal precautions to help with the risk of opioid use disorder.

Course 8: Problems with Opioid Prescribing: Is it an Opioid Use Disorder?
New

Learn how to identify and diagnose opioid use disorder (OUD) and practice communicating with patients about OUD and pain management.

Up To Date: Approach to the Adult Patient with Fatigue

Non-pharmacological and pharmacological strategies for managing fatigue. Published and maintained by Up To Date.

Cognitive Assessment Tools

Recommended validated cognitive assessment tools.

Anxiety

After completing this course, learners will be equipped with evidence-based strategies to identify and treat anxiety in patients living with a serious illness.

Constipation

Constipation occurs in at least 70% of patients living with a serious illness and often goes unrecognized. After completing this course, learners will have the tools to successfully identify and manage the impact of constipation.

Depression

After completing this course, learners will have the tools to accurately identify and treat depression in patients living with a serious illness.

Dyspnea

After completing this course, learners will have the tools they need to manage dyspnea, including the physical causes of shortness of breath and the emotional impact on the patient.

Nausea/Vomiting

Nausea and vomiting are common symptoms of serious illness and can cause dangerous complications. After completing this course, learners will be equipped with practical skills to identify, manage, and reduce these symptoms.

Prevent Crises and Help Patients Plan Ahead

Supporting Patients with Serious Illness to Plan Ahead

Considerations for clinicians, patients, and families upon diagnosis, including advance care planning, personal care needs, legal and financial planning, work and retirement planning, and prevention of common medical risks.

Reducing Risks for Older Adults

This course provides context and best practices for identifying older adults at risk for poor outcomes, including falls, delirium, and caregiving challenges.

ePrognosis

Geriatric prognosis calculator based on a systematic review of prognostic indices, with links to disease-specific prognosis tool when applicable. Includes communication tools for talking with patients about prognosis, and can be used on a mobile phone or tablet. Created and maintained by the University of San Francisco.

FindHelp.org

National database of community services - enter a zip code and locate assistance with food, housing, health services, care needs, and other resources.

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Age-Friendly Health Care
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Symptom Management Designation
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