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Palliative Care — Consultation Template

Specialty Palliative Care Updated: 1/3/2026

The Palliative Care Consultation Template is designed for palliative care teams evaluating patients with serious, life-limiting illnesses. This template documents symptom burden (pain, dyspnea, nausea), goals of care discussions, code status (DNR/DNI), advance directives, and psychosocial support needs. It supports interdisciplinary documentation for improving quality of life and aligning treatment with patient values. Ideal for inpatient consults and hospice intake.

Quick-Use Checklist

Use this checklist before finalizing documentation.

Template

Visit Information

Date: [Date]
Visit Type: Initial Consult / Follow-up
Reason for Consult: Symptom Management / Goals of Care / Code Status / Family Support
Referring Provider: [Name]

History of Present Illness

Primary Diagnosis: [Terminal or chronic condition] Trajectory: [Recent decline, hospitalizations, functional status change] Current Status: [Hospital day X, current interventions]

Symptom Assessment (ESAS)

  • Pain: [0-10] [Location, quality, current analgesics]
  • Dyspnea: [Severity, at rest vs exertion, O2 needs]
  • Nausea/Vomiting: [Frequency, triggers]
  • Anxiety/Depression: [Mood, existential distress]
  • Consipation/Bowels: [Last BM, regimen]
  • Appetite/Intake: [Poor, percentage of meals]
  • Delirium/Confusion: [Present / Absent]

Psychosocial / Spiritual

Caregivers: [Who is at bedside/home?] Understanding of Illness: [Patient/Family awareness of prognosis] Values: [What matters most? Independence, time with family, avoiding pain] Spiritual Needs: [Chaplaincy referral needed?]

Medical Review

Pertinent Meds: [Opioids, Benzos, Antiemetics] Treatments: [Chemo, Dialysis, Vent, Pressors - discussions on utility]

Physical Exam

General: Cachectic / Comfortable / Distressed Resp: Effort, secretions (death rattle) Abd: Distension, tenderness Ext: Edema, mottling

Goals of Care Discussion

Participants: [Patient, Family members, Staff] Discussion Content:
  • Reviewed medical status and likely prognosis.
  • Explored patient values: [Quality vs Quantity of life]
  • Discussed Code Status options.
Decisions Made:
  • Code Status: Full Code / DNR / DNI / Comfort Measures Only
  • Transfer: Hospitalize / Do Not Hospitalize / Hospice Referral
  • Artificial Nutrition/Hydration: Wanted / Not Wanted

Assessment & Plan

Impression: Patient with [Condition] approaching [End of life / Transition point]. Symptom Plan:
  • Pain: Adjust [Morphine/Dilaudid] to [Dose].
  • Dyspnea: Initiated [OPIOID/BENZO] protocol.
  • Secretions: [Glycopyrrolate/Scopolamine].
Discharge Planning:
  • Referral to [Hospice Agency] initiated.
  • Anticipated discharge to [Home/Facility].
Follow-up:
  • Daily support for patient/family.

💡 Tip: Click anywhere to edit. Changes are temporary.

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