Palliative Care — Consultation Template
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.
- Confirm visit context, chief concern, and date/time of service before note completion.
- Capture required exam/findings and plan elements that support coding specificity.
- Document medical decision making clearly to reduce denials and audit risk.
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, mottlingGoals 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.
- 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].
- Referral to [Hospice Agency] initiated.
- Anticipated discharge to [Home/Facility].
- Daily support for patient/family.
💡 Tip: Click anywhere to edit. Changes are temporary.
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