Palliative Care / Hospice

Every symptom management strategy, goals-of-care framework, opioid conversion, hospice eligibility criterion, prognostication tool, ethical consideration, and end-of-life protocol in one place.

01 Philosophy & Scope of Palliative Care

Palliative care is specialized medical care focused on providing relief from the symptoms, pain, and stress of serious illness, regardless of diagnosis or stage. The World Health Organization (WHO) defines it as “an approach that improves the quality of life of patients and their families facing the problems associated with life-threatening illness, through the prevention and relief of suffering by means of early identification and impeccable assessment and treatment of pain and other problems — physical, psychosocial, and spiritual.” Critically, palliative care is not limited to end-of-life care; it can and should be delivered concurrently with curative or disease-modifying treatments from the point of diagnosis of a serious illness.

Palliative Care vs Hospice vs Curative Care

FeatureCurative / Disease-DirectedPalliative CareHospice
GoalCure or remission of diseaseRelief of suffering; improve QOLComfort-focused care at end of life
TimingFrom diagnosisFrom diagnosis of serious illness (concurrent with curative Rx)Prognosis ≤6 months if disease runs its usual course
Disease-modifying RxPrimary focusMay continue alongsideGenerally discontinued (some exceptions)
SettingHospital, clinicAny setting (hospital, outpatient, home)Home, nursing facility, hospice house, or hospital
PaymentStandard insuranceStandard insurance (inpatient consult, outpatient visit)Medicare Hospice Benefit (per diem); Medicaid; private insurance
TeamDisease-specific specialistsPalliative MDT (physician, APN/PA, SW, chaplain)IDT (physician, nurse, SW, chaplain, aide, volunteer, bereavement)
The landmark 2010 Temel study (NEJM) demonstrated that early palliative care integrated with standard oncology care for metastatic NSCLC improved quality of life, reduced depression, decreased aggressive end-of-life care, and paradoxically extended median survival by 2.7 months compared to standard care alone.

Historical Foundations

The modern hospice and palliative care movement was founded by Dame Cicely Saunders (1918–2005), who established St. Christopher’s Hospice in London in 1967 — the first modern hospice. She pioneered the concept of total pain (see Section 02) and the use of regularly scheduled opioids rather than “as-needed” dosing. In the United States, the hospice movement was advanced by Elisabeth Kübler-Ross, whose 1969 book On Death and Dying introduced the five stages of grief (denial, anger, bargaining, depression, acceptance). The Medicare Hospice Benefit was established in 1982. Palliative medicine became a recognized ABMS subspecialty in 2006.

Core palliative care principles: (1) Treat the whole person, not just the disease; (2) Affirm life and regard dying as a normal process; (3) Neither hasten nor postpone death; (4) Integrate physical, psychological, social, and spiritual care; (5) Offer a support system to help patients live as actively as possible; (6) Offer a support system to help the family cope during the illness and bereavement.
WHO Palliative Care Fact Sheet

02 Total Pain & Suffering Framework

Cicely Saunders introduced the concept of total pain to describe the multidimensional nature of suffering in serious illness. Total pain encompasses four interrelated domains, all of which must be assessed and addressed for effective palliation.

The Four Domains of Total Pain

DomainComponentsAssessmentInterventions
PhysicalPain, dyspnea, nausea, fatigue, insomnia, constipation, anorexia, woundsPain scales (NRS, FLACC, PAINAD), ESAS, symptom checklistsPharmacologic (opioids, adjuvants), procedural, rehabilitation
PsychologicalAnxiety, depression, fear of death, loss of control, anger, cognitive decline, deliriumPHQ-9, GAD-7, delirium screening (CAM), psychiatric evaluationCounseling, psychotherapy (CBT, meaning-centered therapy), pharmacotherapy (SSRIs, anxiolytics)
SocialFamily distress, caregiver burden, financial strain, loss of roles/identity, isolation, practical needsSocial work assessment, caregiver burden scales (Zarit), family meetingsSocial work intervention, community resources, support groups, family meetings
Spiritual/ExistentialMeaning-making, purpose, hope, guilt, forgiveness, afterlife concerns, religious/cultural needsFICA tool, HOPE tool, chaplain assessmentChaplaincy, spiritual counseling, life review, legacy projects, rituals

Spiritual Assessment Tools

The FICA Spiritual History Tool (Puchalski, 2000) provides a structured framework:

  • F — Faith, Belief, Meaning: “Do you consider yourself spiritual or religious?”
  • I — Importance and Influence: “How important is faith in your life? How does it influence your healthcare decisions?”
  • C — Community: “Are you part of a spiritual or religious community?”
  • A — Address in Care: “How would you like healthcare providers to address spiritual needs?”
Unaddressed spiritual suffering is one of the most common causes of refractory “total pain” that does not respond to escalating opioid doses. When pain seems disproportionate to the physical findings or unresponsive to appropriate analgesics, assess for spiritual/existential distress before further dose escalation.
Diagram illustrating the four domains of total pain: physical, psychological, social, and spiritual surrounding the patient
Figure 1 — Total Pain Concept. Cicely Saunders' framework recognizes that suffering in serious illness encompasses physical, psychological, social, and spiritual dimensions, all of which interact and must be addressed holistically. Source: Wikimedia Commons.

03 Palliative Care Triggers & Consultation Criteria

Early identification of patients who would benefit from palliative care consultation improves outcomes. Many institutions use screening tools or “trigger criteria” to prompt automatic palliative care referral.

Common Palliative Care Trigger Criteria

PALLIATIVE CARE SCREENING TRIGGERS
  • The “Surprise Question”: “Would I be surprised if this patient died within the next 12 months?” If the answer is “No,” consider palliative care referral
  • ≥2 hospital admissions for same illness in past 6 months
  • ICU admission with multi-organ failure, age >80, or pre-existing severe functional impairment
  • Advanced or metastatic cancer diagnosis
  • Diagnosis of NYHA Class III–IV heart failure, GOLD Stage III–IV COPD, ESRD with decision against dialysis, advanced dementia (FAST ≥7), ALS, or advanced cirrhosis (Child-Pugh C)
  • Difficult-to-control symptoms (pain, dyspnea, nausea) despite standard management
  • Patient or family request for comfort-focused care
  • Conflict between patient/family and medical team regarding goals of care
  • Prolonged ICU stay (>7 days) without clear trajectory of improvement
  • Post-cardiac arrest with poor neurologic prognosis

Primary vs Specialist Palliative Care

Primary Palliative Care (all clinicians)Specialist Palliative Care (consult team)
Basic symptom managementRefractory symptoms requiring complex interventions
Basic goals-of-care discussionsComplex family dynamics or conflict
Code status conversationsExistential/spiritual suffering
Simple advance care planningAssistance with complex medical decision-making
Recognizing when specialist referral is neededGuidance on withdrawal of life-sustaining treatments
Every physician should be able to provide primary palliative care: basic pain and symptom management, goals-of-care conversations, and advance care planning. Specialist palliative care teams should be consulted for refractory symptoms, complex communication challenges, or ethical dilemmas.

04 Key Terminology & Abbreviations

TermDefinition
Palliative careSpecialized care focused on relief of suffering in serious illness at any stage
HospicePhilosophy and program of comfort care for patients with prognosis ≤6 months
Total painMultidimensional suffering: physical, psychological, social, spiritual (Saunders)
Goals of care (GOC)Patient-centered objectives guiding treatment decisions
Advance directive (AD)Legal document specifying healthcare wishes if patient loses capacity
DPOA-HCDurable power of attorney for healthcare — designated surrogate decision-maker
POLST/MOLSTPhysician/Medical Orders for Life-Sustaining Treatment — portable medical order
DNR/DNARDo not resuscitate / do not attempt resuscitation
ANDAllow natural death — alternative framing of DNR
DNIDo not intubate
Comfort measures only (CMO)Care focused exclusively on comfort; no curative or life-prolonging measures
Terminal extubationRemoval of mechanical ventilation in a dying patient transitioning to comfort care
Palliative sedationUse of sedatives to reduce consciousness to relieve refractory suffering at end of life
VSEDVoluntarily stopping eating and drinking to hasten death
MAIDMedical assistance in dying (physician-assisted death)
Breakthrough painTransient flare of pain on top of a controlled baseline
Equianalgesic doseDose of one opioid equivalent in analgesic effect to a reference dose of another
Opioid rotationSwitching from one opioid to another due to side effects or tolerance
Death rattleNoisy breathing from retained pharyngeal secretions in the dying patient
Terminal agitationRestlessness and agitation in the final hours to days of life
CachexiaInvoluntary weight loss with muscle wasting driven by inflammatory mediators
PPSPalliative Performance Scale — 11-level functional assessment tool
ESASEdmonton Symptom Assessment Scale — 9-symptom visual analog tool
FASTFunctional Assessment Staging Tool for dementia (Reisberg)
PPIPalliative Prognostic Index
PaPPalliative Prognostic Score
GIPGeneral inpatient care (hospice level of care)
IDTInterdisciplinary team
LCDLocal coverage determination (Medicare hospice eligibility guidelines)

05 Pain Assessment Tools

Effective pain management requires systematic, repeated assessment using validated tools appropriate to the patient population. Pain is subjective — the patient’s self-report is the gold standard when obtainable.

Pain Assessment Scales

ScalePopulationComponentsScoring
Numeric Rating Scale (NRS)Verbal adultsPatient rates pain 0–100 = no pain; 1–3 = mild; 4–6 = moderate; 7–10 = severe
Visual Analog Scale (VAS)Verbal adults100 mm line, patient marks pointDistance from left end in mm
Wong-Baker FACESChildren ≥3 years, cognitively impaired adults6 faces from smiling to crying0, 2, 4, 6, 8, 10
FLACC ScaleInfants & nonverbal children (2 mo–7 yr)Face, Legs, Activity, Cry, ConsolabilityEach 0–2; total 0–10
PAINADNonverbal adults with advanced dementiaBreathing, Negative vocalization, Facial expression, Body language, ConsolabilityEach 0–2; total 0–10
CPOTIntubated/nonverbal ICU patientsFacial expression, Body movements, Muscle tension, Compliance with ventilator (or vocalization)Each 0–2; total 0–8

PAINAD Scale — Full Enumeration

Item012
Breathing (independent of vocalization)NormalOccasional labored breathing; short period of hyperventilationNoisy labored breathing; long period of hyperventilation; Cheyne-Stokes
Negative vocalizationNoneOccasional moan/groan; low-level speech with negative qualityRepeated troubled calling out; loud moaning/groaning; crying
Facial expressionSmiling or inexpressiveSad; frightened; frownFacial grimacing
Body languageRelaxedTense; distressed pacing; fidgetingRigid; fists clenched; knees pulled up; pulling/pushing away; striking out
ConsolabilityNo need to consoleDistracted or reassured by voice or touchUnable to console, distract, or reassure

Comprehensive Pain Assessment: OPQRSTUV

  • Onset — When did the pain start? Sudden or gradual?
  • Provocative/Palliative — What makes it worse? What makes it better?
  • Quality — What does it feel like? (sharp, dull, burning, aching, stabbing, electric)
  • Region/Radiation — Where is the pain? Does it radiate?
  • Severity — Rate 0–10 (NRS)
  • Temporal — Constant vs intermittent? Duration? Pattern?
  • Understanding — What does the patient believe is causing the pain?
  • Values — What is the patient’s goal for pain control? Acceptable pain level?

Nociceptive vs Neuropathic Pain

FeatureNociceptive (Somatic)Nociceptive (Visceral)Neuropathic
MechanismTissue damage activating nociceptorsStretch, distension, ischemia of visceraNerve injury or dysfunction
QualitySharp, aching, well-localizedCrampy, colicky, pressure, poorly localizedBurning, shooting, electric, tingling, numbness
ExamplesBone metastases, surgical wound, arthritisBowel obstruction, liver capsule distension, pancreatic cancerChemotherapy-induced neuropathy, post-herpetic neuralgia, spinal cord compression
First-line RxNSAIDs, acetaminophen, opioidsOpioids, anticholinergics, corticosteroidsGabapentinoids, SNRIs, TCAs; opioids as adjunct
Neuropathic pain responds poorly to opioids alone. Always add an adjuvant (gabapentin, pregabalin, or duloxetine) when neuropathic features are present. Methadone is the one opioid with NMDA-receptor antagonism that may provide additional benefit in neuropathic pain.

06 WHO Analgesic Ladder & Opioid Pharmacology

WHO Three-Step Analgesic Ladder

StepPain SeverityAgentsNotes
Step 1Mild (NRS 1–3)Non-opioid analgesics: acetaminophen (≤3 g/day; 2 g if hepatic impairment), NSAIDs (ibuprofen, naproxen, ketorolac) ± adjuvantsCeiling effect for non-opioids; NSAIDs: GI, renal, CV risk
Step 2Moderate (NRS 4–6)Weak opioids: tramadol, codeine, low-dose oxycodone or hydrocodone ± non-opioid ± adjuvantsCodeine requires CYP2D6 metabolism (poor metabolizers: ineffective; ultra-rapid: toxicity). Tramadol: seizure risk, serotonin syndrome
Step 3Severe (NRS 7–10)Strong opioids: morphine, hydromorphone, oxycodone, fentanyl, methadone ± non-opioid ± adjuvantsNo ceiling effect for pure mu-agonists; titrate to effect
The WHO ladder is a teaching framework. In palliative care, clinicians often bypass Step 2 and initiate low-dose strong opioids for moderate-to-severe pain, particularly in advanced illness. “By the mouth, by the clock, by the ladder, for the individual, with attention to detail” — WHO principles of analgesic use.

Opioid Pharmacology — Key Agents

OpioidRouteOnsetDurationKey Features
MorphinePO, IV, SC, PR, SL, ITPO: 30 min; IV: 5–10 minIR: 3–4 h; SR: 8–12 hGold standard; active metabolite M6G accumulates in renal failure → toxicity; histamine release
HydromorphonePO, IV, SC, PRPO: 30 min; IV: 5 minIR: 3–4 h5–7× more potent than morphine; preferred in renal impairment (no active metabolites); less histamine release
OxycodonePO, PRPO: 15–30 minIR: 3–4 h; CR: 12 hGood oral bioavailability (60–87%); no parenteral form widely available in US
FentanylIV, SC, TD (patch), TM, SL, buccal, INIV: 1–2 min; TD: 12–24 hIV: 30–60 min; TD: 72 h75–100× more potent than morphine; lipophilic; no histamine release; not affected by renal failure; requires stable pain for transdermal
MethadonePO, IV, SC, PRPO: 30–60 min4–8 h (analgesic); t½ 15–60 hNMDA-receptor antagonist (neuropathic pain benefit); long/variable t½ → accumulation risk; QTc prolongation; complex conversions; inexpensive
CodeinePO30–60 min4–6 hProdrug (CYP2D6 → morphine); ceiling at ~60 mg/dose; avoid in ultra-rapid metabolizers and CYP2D6 poor metabolizers
TramadolPO60 min4–6 hWeak mu-agonist + SNRI; seizure risk; serotonin syndrome; ceiling ~400 mg/day

Opioid Side Effects & Management

Side EffectIncidenceTolerance Develops?Management
Constipation>90%No (never)Prophylactic bowel regimen (stimulant + softener); methylnaltrexone for refractory OIC
Nausea/vomiting30–50% initiallyYes (3–5 days usually)Ondansetron, haloperidol, metoclopramide, prochlorperazine
SedationCommon initiallyYes (3–5 days)Reduce dose if possible; methylphenidate for persistent sedation
Respiratory depressionRare with proper titrationYes (develops quickly)Naloxone for emergency reversal; dose reduction; slower titration
Pruritus10–20%VariableOpioid rotation; antihistamines; ondansetron; nalbuphine
MyoclonusDose-related (high doses, renal failure)NoDose reduction; opioid rotation; benzodiazepines (clonazepam, lorazepam)
Urinary retention10–15%YesCatheterization; opioid rotation
HyperalgesiaChronic high-dose useNo (paradoxical)Dose reduction; opioid rotation (especially to methadone); NMDA antagonists (ketamine)
EMERGENCY — OPIOID OVERDOSE

Signs: Respiratory rate <8/min, pinpoint pupils, obtundation/unresponsiveness, cyanosis, hypotension.

Immediate management:

  • Stimulate patient, maintain airway, provide bag-mask ventilation
  • Naloxone (Narcan): In palliative care patients, use dilute, titrated doses to avoid precipitating pain crisis and withdrawal
  • Dilute naloxone 0.4 mg in 10 mL NS → give 0.5–1 mL (0.02–0.04 mg) IV every 2–3 min until respiratory rate >8–10/min
  • Goal: restore respiratory drive WITHOUT reversing analgesia
  • Duration of naloxone (30–90 min) shorter than most opioids → observe for re-sedation; may need repeat dosing or infusion

In non-palliative emergency settings: Naloxone 0.4–2 mg IV/IM/IN; repeat every 2–3 min to max 10 mg. For IN: 4 mg intranasal spray.

Respiratory depression from opioids is always preceded by sedation. A patient who is alert and conversant is not at risk for opioid-related respiratory depression, regardless of the opioid dose or respiratory rate. Conversely, escalating sedation is a critical warning sign — hold the next dose and reassess.
WHO Guidelines on the Pharmacological Treatment of Persisting Pain

07 Opioid Rotation & Equianalgesic Dosing

Opioid rotation is the practice of switching from one opioid to another. Indications include: uncontrolled pain despite dose escalation, intolerable side effects (nausea, myoclonus, sedation, hallucinations), opioid-induced hyperalgesia, renal failure (avoid morphine), route change requirement, or cost/availability issues.

Equianalgesic Dose Table

OpioidPO Dose (mg)IV/SC Dose (mg)PO:IV RatioRelative Potency (to PO morphine)
Morphine30103:11× (reference)
Hydromorphone (Dilaudid)61.54:1
Oxycodone20N/A (US)1.5×
Hydrocodone30N/A
Codeine200N/A0.15×
Fentanyl (transdermal)Fentanyl 25 mcg/h patch ≈ morphine 60–90 mg PO/24 h (use 2:1 or morphine mg PO/day ÷ 2–3 = fentanyl mcg/h)
MethadoneVariable ratio — see conversion table below

Steps for Opioid Rotation

  1. Calculate total 24-hour dose of current opioid in oral morphine equivalents (OME)
  2. Using equianalgesic table, convert to new opioid dose
  3. Reduce the calculated dose by 25–50% for incomplete cross-tolerance (25% reduction if pain is well-controlled; 50% if rotating due to side effects or to methadone)
  4. Calculate new scheduled dose and breakthrough dose (10–15% of total 24-hour dose, given q1–2h PRN)
  5. Titrate over subsequent days based on number of breakthrough doses used

Methadone Conversion — Variable Ratio

Methadone conversion is not a fixed ratio. The equianalgesic ratio increases as the morphine dose increases, due to methadone’s long half-life and NMDA-receptor activity:

Total Daily Oral Morphine Equivalent (mg)Morphine:Methadone Ratio
<90 mg4:1
90–300 mg8:1
301–600 mg12:1
601–800 mg15:1
801–1000 mg20:1
>1000 mg20:1 or higher (expert consultation recommended)
METHADONE SAFETY
  • Methadone has a long, variable half-life (15–60 hours) — dose accumulation occurs over 5–7 days; do not increase dose more frequently than every 5–7 days
  • Check baseline ECG and monitor QTc; hold if QTc >500 ms or increases >60 ms from baseline
  • Many drug interactions (CYP3A4, CYP2B6 substrates) — check before prescribing
  • Despite these challenges, methadone is an excellent palliative analgesic: effective for neuropathic pain, inexpensive, available in liquid form, and has no active metabolites

Breakthrough Pain Dosing

Breakthrough dose = 10–15% of the total 24-hour scheduled opioid dose, given as an immediate-release formulation every 1–2 hours PRN. Example: patient on morphine SR 60 mg q12h (120 mg/24h) → breakthrough = morphine IR 12–18 mg (round to 15 mg) q1–2h PRN. If patient uses ≥3 breakthrough doses per day consistently, incorporate breakthrough doses into the scheduled regimen by increasing the around-the-clock dose by the total daily breakthrough used.

When converting fentanyl patch to oral morphine (e.g., for hospice patients losing ability to use patches due to cachexia/diaphoresis): fentanyl mcg/h × 2–3 = approximate daily oral morphine dose in mg. Remove the patch and start oral opioids 12 hours later (depot effect). When starting a fentanyl patch, continue the current opioid for 12–24 hours while the patch reaches steady state.

08 Adjuvant Analgesics & Interventional Pain

Adjuvant analgesics are medications whose primary indication is not pain but which have analgesic properties for specific pain syndromes. They are essential in palliative care, particularly for neuropathic pain, bone pain, and pain refractory to opioids alone.

Adjuvant Analgesics by Class

ClassAgentsIndicationDosingKey Side Effects
AnticonvulsantsGabapentin, pregabalinNeuropathic pain (burning, shooting, tingling)Gabapentin: start 100–300 mg TID, titrate to 900–3600 mg/day; Pregabalin: start 25–75 mg BID, titrate to 150–600 mg/daySedation, dizziness, peripheral edema; renal dose adjustment
SNRIsDuloxetine, venlafaxineNeuropathic pain, musculoskeletal pain, CIPNDuloxetine: 30 mg daily × 1 week then 60 mg daily; Venlafaxine: 37.5–225 mg dailyNausea, dizziness, serotonin syndrome (with tramadol/SSRIs)
TCAsAmitriptyline, nortriptyline, desipramineNeuropathic pain, insomniaStart 10–25 mg at bedtime, titrate to 75–150 mgAnticholinergic effects, sedation, cardiac toxicity (avoid in elderly — Beers criteria); nortriptyline/desipramine better tolerated
CorticosteroidsDexamethasone, prednisoneBone pain, brain metastases, spinal cord compression, visceral pain (hepatic capsule stretch), bowel obstruction, nerve compression, appetite stimulationDexamethasone 4–16 mg/day (up to 96 mg for spinal cord compression); taper when possibleHyperglycemia, insomnia, delirium, proximal myopathy, oral candidiasis, GI bleed
NMDA antagonistsKetamineRefractory pain, opioid-induced hyperalgesia, neuropathic pain“Burst” ketamine: 0.1–0.5 mg/kg/h IV infusion × 24–72 h; oral: 10–25 mg TID–QID; intranasalDysphoria, hallucinations (co-administer midazolam or haloperidol), salivation, hypertension
Local anestheticsLidocaine (IV, topical patch)Neuropathic pain, post-herpetic neuralgia, mucositisLidocaine 5% patch: up to 3 patches, 12 h on/12 h off; IV: 1–2 mg/kg bolus then 1–2 mg/kg/hLocal skin irritation (patch); arrhythmia, seizure (IV — monitor)
Bisphosphonates/DenosumabZoledronic acid, pamidronate, denosumabBone metastases pain, hypercalcemia of malignancyZoledronic acid 4 mg IV q3–4 weeks; denosumab 120 mg SC q4 weeksONJ (osteonecrosis of the jaw), nephrotoxicity (zoledronate), hypocalcemia
Muscle relaxantsBaclofen, tizanidine, cyclobenzaprineMuscle spasm, spasticityBaclofen 5–20 mg TID; tizanidine 2–8 mg TIDSedation, weakness; baclofen withdrawal can be life-threatening

Interventional Pain Management in Palliative Care

InterventionIndicationMechanismKey Considerations
Celiac plexus block/neurolysisPancreatic cancer pain, upper abdominal visceral painChemical destruction (alcohol or phenol) of celiac plexus70–90% pain relief; complications: hypotension (sympathectomy), diarrhea
Superior hypogastric plexus blockPelvic cancer painChemical or thermal destruction of sympathetic plexusEffective for cervical, rectal, bladder cancer pain
Intrathecal drug delivery (IDDS)Refractory cancer pain despite high-dose systemic opioidsDirect delivery of opioids ± local anesthetics ± ziconotide to spinal cordImplanted pump; 1/300 systemic dose; infection, pump malfunction
Epidural catheterLocalized pain in patients with limited prognosisOpioids ± local anesthetics delivered to epidural spaceTemporary; external catheter; infection risk with prolonged use
Vertebroplasty/kyphoplastyPainful vertebral compression fractures (pathologic/osteoporotic)Injection of PMMA bone cement into fractured vertebral bodyRapid pain relief; risk of cement leak, pulmonary embolism
Nerve blocks (peripheral)Localized pain syndromes (intercostal, brachial plexus, paravertebral)Local anesthetic ± steroid injection at specific nerveTemporary relief; repeated injections may be needed
Palliative radiationBone metastases, brain metastases, tumor-related pain/compressionTumor cytoreduction → reduced mass effectSingle fraction (8 Gy) effective for bone pain; response in 60–70% within 2–4 weeks
Celiac plexus neurolysis should be considered early in pancreatic cancer pain management — it can dramatically reduce opioid requirements and improve quality of life. Refer before the patient is too debilitated for the procedure.

09 Dyspnea

Dyspnea is the subjective sensation of breathing discomfort. It is one of the most distressing symptoms in advanced illness, affecting up to 70% of patients with advanced cancer and >90% with end-stage COPD or CHF. Like pain, dyspnea is subjective — the patient’s report is the gold standard; oxygen saturation does not correlate well with dyspnea severity.

Etiology in Palliative Patients

  • Pulmonary: Pleural effusion, lung parenchymal disease (primary or metastatic), pneumonia, PE, COPD/asthma exacerbation, radiation pneumonitis, lymphangitic carcinomatosis, SVC syndrome
  • Cardiac: Heart failure (pulmonary edema), pericardial effusion/tamponade
  • Other: Anemia, ascites (diaphragmatic splinting), anxiety/panic, neuromuscular weakness (ALS), chest wall disease

Non-Pharmacologic Management

  • Fan therapy: Directed air flow to the face stimulates V2/V3 trigeminal nerve branches — evidence-based, simple, and effective
  • Upright positioning, energy conservation, relaxation/breathing techniques
  • Oxygen: Only beneficial if hypoxemic (SpO2 <90%); in non-hypoxemic dyspnea, fan therapy is equivalent to supplemental O2

Pharmacologic Management

AgentDoseMechanismNotes
Opioids (first-line)Opioid-naïve: morphine 2.5–5 mg PO q4h or 1–2 mg IV/SC q2–4h; On opioids: increase current dose by 25%Reduce ventilatory drive, decrease perception of breathlessness, reduce anxietyStrong evidence for opioids in dyspnea; dose for dyspnea typically lower than for pain; nebulized morphine NOT supported by evidence
BenzodiazepinesLorazepam 0.5–1 mg PO/SL/IV q6–8h; midazolam 2.5–5 mg SC q1h PRNAnxiolysis; reduce air hunger perceptionSecond-line; most useful when anxiety is a major component; NOT first-line monotherapy for dyspnea
CorticosteroidsDexamethasone 4–8 mg dailyReduce inflammation, edema around tumors, lymphangitisUseful for SVC syndrome, lymphangitic carcinomatosis, radiation pneumonitis, airway obstruction
BronchodilatorsAlbuterol, ipratropium nebulizerBronchospasm reliefPrimarily for bronchospastic component (COPD, asthma)
Opioids are the most effective pharmacologic treatment for dyspnea in advanced illness. They do NOT hasten death when used at appropriate palliative doses. This is supported by multiple studies and is critical for clinician education — fear of respiratory depression should not prevent appropriate opioid use for dyspnea.

10 Nausea & Vomiting

Nausea and vomiting affect 40–70% of patients with advanced cancer and are common in many terminal illnesses. Effective management requires identifying the underlying mechanism to select targeted antiemetics. There are four main emetic pathways.

Etiology-Based Approach to Nausea/Vomiting

Mechanism/PathwayReceptorsCommon CausesTargeted Antiemetics
Chemoreceptor trigger zone (CTZ)D2, 5-HT3, NK1Medications (opioids, chemo, digoxin), uremia, hypercalcemia, toxinsHaloperidol (D2), ondansetron (5-HT3), prochlorperazine (D2)
GI/peripheral5-HT3, 5-HT4, D2Gastroparesis, bowel obstruction, constipation, peritoneal diseaseMetoclopramide (D2 + 5-HT4 prokinetic — AVOID in complete obstruction), ondansetron, erythromycin (motilin agonist)
VestibularH1, ACh (muscarinic)Motion sickness, opioids (early), brain metastases (posterior fossa)Meclizine (H1), scopolamine (ACh), promethazine (H1)
Central / corticalMultiple (GABA, H1, ACh)Raised ICP, anxiety, anticipatory nausea, meningeal diseaseDexamethasone, lorazepam, olanzapine, nabilone/dronabinol

Key Antiemetics in Palliative Care

DrugClassDoseNotes
HaloperidolD2 antagonist (butyrophenone)0.5–2 mg PO/SC/IV q6–8hExcellent for opioid-induced and metabolic nausea; low sedation at low doses; QTc prolongation
MetoclopramideD2 antagonist + 5-HT4 agonist10 mg PO/IV q6h (30 min before meals)Prokinetic: best for gastroparesis; CONTRAINDICATED in complete bowel obstruction; EPS risk
Ondansetron5-HT3 antagonist4–8 mg PO/IV/ODT q6–8hChemotherapy-induced N/V; constipating; QTc (IV high doses)
OlanzapineMultimodal (D2, 5-HT3, H1, ACh)2.5–5 mg PO daily–BIDBroad spectrum; excellent for refractory N/V and CINV; sedation, metabolic effects
DexamethasoneCorticosteroid4–8 mg PO/IV dailyRaised ICP, bowel obstruction, CINV adjunct; appetite stimulant
ScopolamineAnticholinergic1.5 mg transdermal patch q72hVestibular nausea; secretion reduction; delirium risk in elderly
Dronabinol/NabiloneCannabinoid2.5–5 mg PO BID–TIDRefractory N/V; appetite stimulation; sedation, dysphoria
Olanzapine 5 mg daily is emerging as a first-line broad-spectrum antiemetic in palliative care due to its activity at multiple receptor types (D2, 5-HT2, 5-HT3, H1, muscarinic). It is particularly useful when the etiology of nausea is multifactorial or unclear.

11 Constipation & Bowel Management

Constipation affects >90% of patients on chronic opioids and is the most common opioid side effect that does NOT develop tolerance. Prevention is essential: every patient starting an opioid should simultaneously start a bowel regimen.

Opioid-Induced Constipation (OIC) Pathophysiology

Opioids activate mu-receptors in the myenteric and submucosal plexus of the GI tract, causing: (1) decreased peristalsis (reduced propulsive contractions), (2) increased tone of non-propulsive circular muscle (spasm), (3) decreased secretions (fluid absorption increases), (4) increased anal sphincter tone. The net effect is hard, infrequent stools.

Laxative Ladder for OIC

StepAgentsMechanismDose
Step 1 — Prevention (start with opioid)Senna + docusate (Senokot-S)Stimulant + stool softenerSenna 8.6–17.2 mg BID; docusate 100 mg BID; titrate senna to effect (up to 4 tabs BID)
Step 2 — Add osmoticPolyethylene glycol (MiraLAX), lactuloseOsmotic laxativePEG 17 g daily–BID; lactulose 15–30 mL BID–QID
Step 3 — Add or switchBisacodyl (suppository or oral), magnesium citrateStimulant, osmoticBisacodyl 10 mg PR or 5–15 mg PO; mag citrate 240 mL PO
Step 4 — Rectal measuresGlycerin suppository, mineral oil enema, warm water/soap suds enema, manual disimpactionLocal stimulation, lubricationPRN; manual disimpaction for fecal impaction
Step 5 — Peripheral opioid antagonistsMethylnaltrexone (Relistor), naloxegol (Movantik), naldemedine (Symproic)Peripheral mu-receptor antagonist (does not cross BBB — does NOT reverse analgesia)Methylnaltrexone 8–12 mg SC every other day; naloxegol 25 mg PO daily

Bowel Obstruction in Palliative Care

See Section 28 (Malignant Bowel Obstruction) for detailed management. Key principle: in inoperable malignant bowel obstruction, pharmacologic management with octreotide, dexamethasone, and antiemetics can achieve symptom control without surgery or NG tube in many patients.

Docusate alone is insufficient for OIC. It is a stool softener only and does not stimulate peristalsis — which is the primary mechanism of opioid-induced constipation. Always use a stimulant laxative (senna or bisacodyl) as the foundation of an OIC regimen. Docusate may be omitted if stools are already soft.
Target: one non-forced bowel movement at least every 3 days. If no BM in 3 days despite oral laxatives, escalate to rectal measures (suppository, enema) before advancing to peripheral opioid antagonists.

12 Delirium & Terminal Agitation

Delirium is an acute, fluctuating disturbance of consciousness with inattention and cognitive dysfunction. It occurs in up to 88% of patients in the last weeks of life and is the most common neuropsychiatric complication in terminally ill patients. It is deeply distressing to patients, families, and clinicians.

Delirium Classification

SubtypeFeaturesFrequencyPrognosis
HyperactiveAgitation, restlessness, hallucinations, pulling at lines/tubes, combativeness~25%More easily recognized; distressing to families
HypoactiveLethargy, somnolence, reduced awareness, psychomotor slowing, withdrawn~50%Often unrecognized or mistaken for depression/sedation; associated with worse prognosis
MixedAlternating hyperactive and hypoactive features~25%Variable

Reversible Causes (Mnemonic: DELIRIUM)

  • D — Drugs (opioids, benzodiazepines, anticholinergics, corticosteroids, polypharmacy)
  • E — Electrolyte abnormalities (hypercalcemia, hyponatremia, hypo/hyperglycemia)
  • L — Liver/renal failure (uremia, hepatic encephalopathy)
  • I — Infection (UTI, pneumonia, sepsis)
  • R — Retention (urinary retention, fecal impaction)
  • I — Intracranial pathology (brain metastases, leptomeningeal disease, stroke)
  • U — Uncontrolled pain (inadequately treated pain can cause delirium)
  • M — Metabolic (hypoxia, dehydration)

Management

Reversible delirium (~50% of episodes): Identify and correct underlying cause(s). Opioid rotation if opioid metabolite accumulation suspected. Adjust medications. Hydrate if dehydration likely contributes. Treat infection if consistent with goals of care.

Irreversible / terminal delirium: In the last days of life, delirium is often irreversible (“terminal agitation”) due to progressive multi-organ failure. Focus shifts to comfort and safety.

Pharmacologic Management

AgentDoseRouteNotes
Haloperidol0.5–2 mg q4–6h; may increase to 5 mg q4hPO, SC, IVFirst-line antipsychotic for delirium in palliative care; EPS risk; QTc prolongation
Chlorpromazine12.5–50 mg q6–8hPO, PR, IVMore sedating than haloperidol — preferred when sedation is desired; hypotension risk
Olanzapine2.5–5 mg PO/SL daily–BIDPO, SL (ODT wafer)Alternative to haloperidol; more sedating; useful in mixed delirium with nausea
Midazolam1–5 mg SC/IV q1h PRN or infusion 0.5–2 mg/hSC, IVReserved for refractory terminal agitation; can worsen delirium in non-terminal patients; used for palliative sedation
PhenobarbitalLoading: 200 mg IV/SC; infusion 0.5–1 mg/kg/hSC, IV, PRLast resort for refractory terminal agitation; used in palliative sedation protocols
NON-PHARMACOLOGIC DELIRIUM MANAGEMENT
  • Calm, quiet environment with familiar objects, photos, clock, calendar
  • Reorient frequently; have familiar family members present
  • Maintain sleep-wake cycle (lights on during day, minimize nighttime disturbances)
  • Minimize restraints (chemical and physical) — restraints worsen agitation
  • Ensure glasses and hearing aids are in place
  • Educate family: delirium is a medical condition, not personal choice or “going crazy”
In palliative care, benzodiazepines should generally be avoided as first-line for delirium management because they can worsen confusion. However, in refractory terminal agitation unresponsive to antipsychotics, midazolam or phenobarbital may be necessary for comfort. The only exception is delirium tremens (alcohol withdrawal), where benzodiazepines are first-line.

13 Fatigue, Cachexia & Anorexia

Cancer-related fatigue is the most common symptom in advanced cancer (60–90% prevalence) and is distinct from normal tiredness — it is not relieved by rest. Cancer cachexia is a multifactorial syndrome defined by ongoing muscle loss (with or without fat loss) that cannot be fully reversed by conventional nutritional support and leads to progressive functional impairment.

Cancer Cachexia Staging

StageFeaturesManagement Focus
Pre-cachexiaWeight loss ≤5%; anorexia, metabolic changes (impaired glucose tolerance, inflammation)Nutritional counseling, exercise, monitoring
CachexiaWeight loss >5% in 6 months (or BMI <20 + weight loss >2%, or sarcopenia + weight loss >2%); reduced food intake; systemic inflammationMultimodal: nutrition, exercise, pharmacologic, psychosocial
Refractory cachexiaAdvanced/rapidly progressive cancer; unresponsive to anticancer treatment; low performance status (ECOG 3–4); survival <3 monthsSymptom relief only; avoid invasive nutritional interventions (TPN, feeding tubes); focus on comfort

Pharmacologic Appetite Stimulants

AgentDoseEvidence/Notes
Dexamethasone2–4 mg PO dailyShort-term appetite stimulation (2–4 weeks); limited weight gain; best for short prognosis; side effects limit long-term use
Megestrol acetate (Megace)400–800 mg PO dailyAppetite stimulation, some weight gain (mostly fat/water, not lean mass); thromboembolic risk; adrenal suppression; onset 2–4 weeks
Mirtazapine7.5–15 mg PO at bedtimeDual benefit: appetite stimulation + antidepressant/anxiolytic; weight gain via H1 antagonism; sedation at lower doses (more sedating at 7.5 mg than 15 mg)
Dronabinol2.5 mg PO BID before mealsAppetite stimulation; modest evidence; sedation, dysphoria, dizziness
Olanzapine2.5–5 mg PO dailyAppetite stimulation + antiemetic; weight gain; emerging evidence in cachexia

Fatigue Management

  • Rule out reversible causes: anemia, hypothyroidism, depression, deconditioning, sleep disturbance, infection, electrolyte abnormalities, medication side effects (opioids, benzodiazepines)
  • Non-pharmacologic: Exercise (moderate aerobic exercise is the most evidence-based intervention for cancer-related fatigue); energy conservation; sleep hygiene; psychosocial support
  • Pharmacologic: Methylphenidate 5–10 mg PO morning and early afternoon (evidence supports use in cancer-related fatigue); dexamethasone 2–4 mg daily (short-term); modafinil (limited evidence)
Artificial nutrition (TPN, tube feeding) in patients with refractory cachexia or in the last weeks of life does NOT improve quality of life or survival and may worsen symptoms (fluid overload, aspiration, infection). Gentle education of families about the difference between cachexia (metabolic wasting driven by inflammatory cytokines) and starvation (which responds to nutrition) is essential.

14 Secretions, Pruritus, Hiccups & Wound Care

Death Rattle (Terminal Secretions)

The “death rattle” is noisy, gurgling breathing caused by accumulation of pharyngeal secretions in a patient too weak to clear them, typically in the last hours to days of life. It occurs in 23–92% of dying patients. It is generally more distressing to family members than to the patient (who is usually obtunded).

Management of Death Rattle

InterventionDetails
Non-pharmacologicPosition patient on side or semi-prone (allows secretions to drain by gravity); elevate head of bed; gentle suctioning of oral secretions only (avoid deep suctioning — stimulates more secretions and is uncomfortable); educate family that rattling does not indicate distress/drowning
Glycopyrrolate (Robinul)0.2–0.4 mg SC/IV q4–6h or 1 mg PO TID; does NOT cross BBB (no CNS sedation/delirium — preferred in patients with delirium)
Hyoscine butylbromide (Buscopan)20 mg SC q4–6h; does NOT cross BBB
Atropine 1% ophthalmic drops1–2 drops sublingual q4–6h; readily available; crosses BBB (delirium risk)
Scopolamine (hyoscine hydrobromide)0.3–0.6 mg SC q4–6h or 1.5 mg transdermal patch q72h; crosses BBB (sedating — may be beneficial in agitated patients; delirium risk)
Anticholinergics for secretions work best when started early — they prevent new secretion production but do not clear existing secretions already pooled in the pharynx. Initiating treatment promptly when the rattle is first noted optimizes efficacy.

Pruritus in Palliative Care

CauseMechanismTreatment
Opioid-inducedHistamine release (morphine > others); central mu-receptor activationOpioid rotation; antihistamines (hydroxyzine 25–50 mg); ondansetron 4–8 mg; nalbuphine 2.5–5 mg IV; low-dose naloxone infusion
Cholestatic (biliary obstruction)Bile salt deposition in skin; central opioidergic pathwayCholestyramine 4 g PO TID; rifampin 150 mg BID; sertraline 75–100 mg; naltrexone (caution in patients on opioids)
UremicMultifactorial (uremic toxins, xerosis, peripheral neuropathy)Emollients; gabapentin 100–300 mg post-dialysis (or adjusted in non-dialysis); UVB phototherapy; activated charcoal
Malignant / paraneoplasticCytokine-mediated (lymphoma, leukemia)Treat underlying malignancy; mirtazapine 7.5–15 mg; paroxetine 10–20 mg; doxepin 10–25 mg

Hiccups (Singultus)

Intractable hiccups can be severely debilitating. Common causes in palliative care include gastric distension, diaphragmatic irritation (hepatomegaly, ascites, phrenic nerve involvement), CNS lesions, and metabolic derangements (uremia, hyponatremia).

AgentDoseMechanism
Chlorpromazine25–50 mg PO TID–QIDD2 blockade; only FDA-approved drug for hiccups
Baclofen5–10 mg PO TIDGABA-B agonist; interrupts reflex arc
Gabapentin300 mg PO TID, titrate upCentral neuromodulation
Metoclopramide10 mg PO QIDProkinetic; reduces gastric distension
Simethicone40–80 mg PO QIDReduces gastric distension (gas)

Malignant Wounds

Fungating wounds from cutaneous tumor involvement cause odor, exudate, bleeding, and pain. Management is palliative, not curative:

  • Odor: Topical metronidazole 0.75% gel applied to wound BID (reduces anaerobic bacterial load); activated charcoal dressings; room deodorizers
  • Bleeding: Hemostatic dressings (alginate); topical tranexamic acid (500 mg crushed in saline); topical sucralfate paste; adrenaline-soaked gauze (1:1000); gentle dressing changes; palliative radiation for recurrent bleeding
  • Exudate: Absorptive dressings (foam, alginate, hydrofiber); gentle non-adherent primary layer
  • Pain: Topical morphine gel (0.1% morphine in hydrogel); topical lidocaine before dressing changes; systemic analgesia

15 Goals of Care Conversations

Goals-of-care conversations are structured discussions that explore what matters most to the patient in the context of their illness, align treatment plans with patient values, and support shared decision-making. They are a core competency in palliative medicine.

SPIKES Protocol for Difficult Conversations

StepDescriptionExample Phrases
S — SettingEnsure privacy, sit down, minimize interruptions, involve appropriate people“Let’s find a quiet place to talk. Who would you like present for this conversation?”
P — PerceptionAssess what the patient/family already knows about their illness“What is your understanding of where things stand with your illness?”
I — InvitationAsk permission to share information; determine how much detail the patient wants“Would it be okay if I share what we have found?” “Are you someone who likes to know all the details, or prefer the big picture?”
K — KnowledgeDeliver the medical information clearly and in lay terms; use a warning shot“I wish I had better news…” “Unfortunately, the scan shows that the cancer has spread…”
E — EmotionsAcknowledge and respond to emotional reactions with empathyUse NURSE statements (see below); allow silence; “I can see this is really hard to hear.”
S — Strategy/SummaryDiscuss next steps and plan; check understanding“Given what matters most to you, here is what I recommend…” “What questions do you have?”

NURSE Statements for Empathic Response

StatementDescriptionExample
N — NamingIdentify the emotion“It sounds like you are feeling really frightened.”
U — UnderstandingExpress understanding“I can understand why you would feel that way.”
R — RespectingPraise coping or strength“I can see how hard you have been fighting this.”
S — SupportingExpress commitment to continued care“I want you to know that we will be with you every step of the way.”
E — ExploringInvite the patient to share more“Tell me more about what you are most worried about.”

Ask-Tell-Ask Framework

An efficient communication structure for conveying medical information:

  • Ask: “What do you already know about your condition?” (assess baseline understanding)
  • Tell: Provide information concisely, in language the patient understands, addressing any gaps or misconceptions identified
  • Ask: “What questions do you have about what I just shared?” (confirm understanding)
Key question to elicit goals and values: “If your time were limited, what would be most important to you?” Other useful questions: “What are you hoping for?” “What are you worried about?” “What gives your life meaning?” “Are there things that would be worse than death to you?”

16 Breaking Bad News & Prognostic Disclosure

Prognostic Communication

Most patients with serious illness want some information about prognosis, though preferences vary. Key principles for prognostic disclosure:

  • Ask before telling: “Would it be helpful if I shared what I think is likely to happen?”
  • Frame as ranges: “I’m thinking in terms of weeks to months” rather than specific dates; use time frames: hours-to-days, days-to-weeks, weeks-to-months, months-to-years
  • Hope for the best, plan for the worst: “I hope you will beat the odds, but I think it’s important for us to plan for the possibility that time may be limited.”
  • Avoid false precision: Clinicians overestimate survival by a factor of 3–5× on average (Christakis & Lamont, BMJ 2000)
  • Acknowledge uncertainty: “I wish I could tell you exactly how much time you have, but no one can predict that precisely.”

Cultural Considerations in Prognostic Disclosure

In many cultures, direct disclosure of terminal prognosis to the patient is considered harmful or disrespectful. Some families request that the diagnosis or prognosis be disclosed only to family members, not to the patient. Approach: ask the patient how they prefer to receive information and who should be involved in discussions. Respect cultural norms while fulfilling ethical duties of informed consent.

Common Physician Phrases to Use and Avoid

AvoidUse InsteadRationale
“There is nothing more we can do”“We are going to shift our focus to keeping you comfortable and making the most of your time”There is always something that can be done; pivots away from abandonment
“Do you want us to do everything?”“I want to understand what matters most to you so we can focus on that”“Everything” is ambiguous and leads to misunderstanding
“Withdrawal of care”“Transition to comfort-focused care”Care is never withdrawn; only the goals of care change
“You’re a fighter”Acknowledge their experience without implying that dying = giving upCan make patients feel they “failed” if they choose comfort care
When delivering bad news, pay attention to the “emotional temperature” of the room. After sharing difficult information, stop talking and wait. The most powerful communication tool is silence — it gives the patient space to process emotions and signals that you are present and not in a hurry.

17 Surrogate Decision-Making & Family Meetings

Surrogate Decision-Making Hierarchy

When a patient lacks decision-making capacity and has no advance directive or designated healthcare proxy, state laws define a hierarchy of surrogate decision-makers (varies by state, but commonly):

  1. Court-appointed guardian (if applicable)
  2. Designated healthcare proxy/DPOA-HC (if exists)
  3. Spouse or domestic partner
  4. Adult children
  5. Parents
  6. Adult siblings
  7. Other relatives or close friends

Standards for Surrogate Decision-Making

StandardDefinitionWhen Used
Substituted judgmentWhat would the patient have wanted? Based on known values, prior statements, lifestylePreferred standard when patient’s wishes can be reasonably inferred
Best interestWhat would a “reasonable person” want in this situation? Weighing benefits vs burdensUsed when patient’s wishes are unknown (never expressed preferences, never had capacity)

Structured Family Meeting Framework

  1. Pre-meeting: Review medical facts; align medical team on prognosis and recommendations; identify participants; set agenda; designate meeting leader
  2. Introductions and ground rules: Introduce all participants; set expectation for length; clarify purpose
  3. Assess understanding: “What is your understanding of [patient’s] medical situation?”
  4. Provide medical update: Clear, jargon-free language; headline first (“I’m worried that…”)
  5. Respond to emotions: NURSE statements; allow silence and tears
  6. Explore values and goals: “If [patient] could speak for themselves, what would they say?” “What would a good day look like for [patient]?”
  7. Make a recommendation: “Based on what you have told me about [patient’s] values, I would recommend…” (clinicians should not ask families to “decide” but rather make a recommendation aligned with patient values)
  8. Establish plan and follow-up: Summarize decisions; identify next steps; schedule follow-up
Reframe surrogate role: instead of “What do you want us to do?” (which causes guilt and decision-making burden), ask “Knowing your loved one as you do, what do you think they would want?” This shifts the burden from “deciding” to “honoring known wishes” and reduces surrogate distress and complicated grief.

18 Code Status Discussions (DNR/DNI/AND)

Definitions

OrderMeaningWhat It CoversWhat It Does NOT Cover
Full CodeAttempt all resuscitative measuresCPR, defibrillation, intubation, vasopressors, ICU transfer
DNR (Do Not Resuscitate)No CPR if cardiac/respiratory arrest occursNo chest compressions, no defibrillationDoes NOT limit other treatments (antibiotics, transfusions, ICU, intubation for non-arrest indications, surgery)
DNAR (Do Not Attempt Resuscitation)Same as DNR; preferred terminology (emphasizes that resuscitation is an “attempt,” not a guarantee)Same as DNRSame as DNR
DNI (Do Not Intubate)No endotracheal intubation or mechanical ventilationNo intubation; may or may not include non-invasive ventilation (BiPAP/CPAP)Does not address CPR (must specify separately)
AND (Allow Natural Death)Allow death to occur naturally without intervention if arrest occursSame scope as DNR/DNI but framed positivelySame caveats — specify other limitations separately
CMO (Comfort Measures Only)Focus exclusively on comfort; discontinue all non-comfort interventionsAnalgesics, anxiolytics, secretion management, positioning, spiritual care; discontinue monitoring, labs, IV fluids, antibiotics, vasopressorsDNR/DNI is implicit in CMO

Approach to Code Status Discussion

  • Code status should be discussed in the context of overall goals of care, not in isolation
  • Provide a medical recommendation based on prognosis and likely outcomes of CPR (not just “what do you want?”)
  • Educate about realistic CPR outcomes: overall survival to hospital discharge after in-hospital cardiac arrest is ~25% for shockable rhythms and ~10% for non-shockable; for patients with metastatic cancer, survival to discharge is <6%; for patients with multi-organ failure, <2%
  • For patients where CPR would not be medically beneficial, it is ethically appropriate to recommend DNR: “Based on your medical condition, I do not recommend CPR because it would not work and would cause suffering.”
The term “Allow Natural Death” (AND) is preferred over “Do Not Resuscitate” by many palliative care experts because AND frames the conversation positively (what we will do) rather than negatively (what we will not do), and patients/families are more likely to accept AND than DNR even when the medical implications are identical.

19 Advance Directives & Living Wills

Types of Advance Directives

TypeDescriptionKey Features
Living WillWritten document specifying treatment preferences if the patient becomes incapacitatedTakes effect only when patient lacks capacity; typically addresses life-sustaining treatments (mechanical ventilation, CPR, artificial nutrition/hydration, dialysis); varies by state law; may be limited by vague or overly specific language
Durable Power of Attorney for Healthcare (DPOA-HC)Legal document designating a surrogate (proxy, healthcare agent) to make medical decisions when the patient lacks capacityMore flexible than living will (surrogate can respond to unforeseen situations); takes effect only when patient lacks capacity; surrogate should know patient’s values and wishes; most experts consider DPOA-HC more valuable than a living will alone
Combined Advance DirectiveSingle document combining living will and DPOA-HCMost comprehensive; recommended approach

Key Legal Principles

  • Advance directives are governed by state law — requirements vary by jurisdiction (witnessing, notarization, specific forms)
  • The Patient Self-Determination Act (1990) requires hospitals/healthcare facilities to inform patients of their right to create advance directives and to document whether they have one
  • An advance directive from one state is generally honored in other states, but it is advisable to complete forms for the current state of residence
  • Patients can revoke or modify advance directives at any time while they retain capacity
  • Advance directives do not replace verbal expressions of current wishes — a patient with capacity can override their own advance directive at any time
ADVANCE CARE PLANNING CONVERSATIONS

Advance care planning is a process, not a form. The conversation is more important than the document. Key components:

  • Explore patient’s understanding of their illness and prognosis
  • Identify what matters most: values, goals, fears, acceptable/unacceptable outcomes
  • Discuss specific scenarios: “If your heart stopped…” “If you could not eat on your own…” “If you could not recognize your family…”
  • Designate a surrogate decision-maker who knows the patient’s wishes
  • Document preferences and ensure accessibility in the medical record
  • Revisit periodically and after major health changes
The Conversation Project — Resources for Advance Care Planning

20 POLST/MOLST Paradigm

The POLST (Physician Orders for Life-Sustaining Treatment) is a brightly colored (usually pink or green) medical order form that translates patient wishes into actionable medical orders. Unlike advance directives (which are legal documents), POLST is a medical order signed by a clinician.

POLST vs Advance Directive

FeatureAdvance DirectivePOLST
TypeLegal documentMedical order
Who completesPatient (with witnesses/notary)Clinician after conversation with patient/surrogate
ApplicabilityAny adult; recommended for allPatients with serious illness or advanced frailty; NOT for healthy adults
When effectiveOnly when patient lacks capacityImmediately; regardless of capacity status
EMS actionable?No (EMS cannot interpret legal documents)Yes — EMS must follow POLST orders
PortabilityMust be retrieved from medical recordTravels with the patient (posted on refrigerator, in chart)
ContentGeneral wishes, values, proxy designationSpecific orders: CPR yes/no, medical interventions level, artificial nutrition
Name variationsPOLST, MOLST, POST, COLST, MOST, TPOST (varies by state)

Standard POLST Sections

  • Section A — Cardiopulmonary Resuscitation: Attempt CPR / Do Not Attempt Resuscitation (DNAR)
  • Section B — Medical Interventions: Full treatment / Selective treatment (IV fluids, cardiac monitoring, but no intubation) / Comfort-focused treatment only
  • Section C — Artificially Administered Nutrition: Long-term artificial nutrition (PEG tube) / Time-limited trial / No artificial nutrition
A common error is completing POLST for healthy individuals — POLST is designed only for patients with serious, advanced illness or frailty where death within 1–2 years would not be surprising. For healthy adults, an advance directive (living will + DPOA-HC) is the appropriate document.

21 Capacity Assessment & Informed Consent

Decision-making capacity is a clinical determination (made by any physician, not just psychiatrists) that a patient can make a specific medical decision at a specific time. It is distinct from competence, which is a legal determination made by a court.

Four Elements of Decision-Making Capacity (Appelbaum Criteria)

ElementAssessment QuestionExplanation
Understanding“Can you tell me in your own words what your medical condition is and what we are proposing?”Patient can comprehend the disclosed information about diagnosis, treatment, risks, benefits, and alternatives
Appreciation“Do you believe you have this condition? How do you think the proposed treatment might help you?”Patient can apply the information to their own situation (not just recite facts abstractly); absence of pathologic denial
Reasoning“How did you arrive at your decision? What factors are you considering?”Patient can engage in a rational process of weighing options; does not require a “rational” decision — only a rational process
Expression of Choice“What would you like us to do?”Patient can clearly communicate a consistent decision (not rapidly vacillating or refusing to answer)

Key Principles

  • Capacity is decision-specific: a patient may have capacity for simple decisions (accepting food) but not complex ones (surgery consent)
  • Capacity can fluctuate: reassess at different times of day (delirium often worse at night)
  • Capacity is NOT determined by the outcome of the decision — a patient can refuse life-saving treatment if they have capacity; the threshold for capacity assessment may increase with the severity of consequences (sliding scale approach)
  • Diagnosis alone does not determine capacity: patients with dementia, psychiatric illness, or intellectual disability may retain capacity for some decisions
  • If capacity is unclear after bedside assessment, a formal psychiatric consultation may be obtained, but this is not mandatory
A patient’s decision cannot be overridden simply because clinicians or family disagree with it. If a patient with capacity makes a decision that seems unwise, the clinician should: (1) verify capacity, (2) ensure adequate informed consent was provided, (3) explore the patient’s reasoning, (4) offer to revisit the decision later, and (5) document thoroughly. Respect for autonomy is paramount.

22 Medicare Hospice Benefit & Eligibility

The Medicare Hospice Benefit (MHB), established in 1982, is the primary funding mechanism for hospice care in the United States. To be eligible, the patient must meet two criteria: (1) a physician certifies a prognosis of ≤6 months if the disease runs its usual course, and (2) the patient elects comfort-focused care (forgoing curative treatment for the terminal diagnosis).

Medicare Hospice Benefit Structure

FeatureDetails
Certification periodsTwo 90-day periods, then unlimited 60-day periods; face-to-face encounter required before recertification for 3rd+ benefit period
Covered servicesNursing visits, physician/NP visits, SW, chaplain, aide, medications related to terminal Dx, DME (hospital bed, O2, wheelchair), supplies, bereavement support (13 months), volunteer services
Patient costNo deductible; 5% coinsurance for respite care; medication copays ≤$5
What patient forfeitsMedicare Part A coverage for treatment of the terminal diagnosis; retains Medicare Part A/B for unrelated conditions
RevocationPatient can revoke hospice at any time for any reason and return to standard Medicare; can re-elect later

General Hospice Eligibility Guidelines

NON-DISEASE-SPECIFIC LCD CRITERIA
  • Life-limiting condition with prognosis ≤6 months
  • Patient has elected hospice level of care (understands comfort focus)
  • Functional decline: PPS ≤70% (dependent in some activities), declining over time
  • Nutritional decline: Unintentional weight loss >10% over 6 months, declining albumin, progressive difficulty eating
  • Multiple comorbidities contributing to overall decline
  • Frequent emergency or hospital visits despite optimal treatment
  • Patient is not a candidate for or declines further disease-modifying treatment
Hospice eligibility does NOT require that the patient be “actively dying.” Patients may live longer than 6 months on hospice and can be recertified for additional benefit periods as long as they continue to meet criteria. Late referral to hospice (median length of stay is only ~18 days in the US) is a persistent problem that deprives patients and families of the full benefit of hospice services.
CMS Medicare Hospice Center

23 Hospice Levels of Care

The Medicare Hospice Benefit defines four levels of care, each with different per-diem reimbursement rates and staffing requirements.

LevelSettingIndicationStaffingDuration
Routine Home Care (RHC)Patient’s home, nursing facility, ALFStandard hospice care; patient is stable or slowly decliningIntermittent nursing visits (typically 1–3×/week), aide, SW, chaplain, volunteer as neededOngoing (majority of hospice days)
Continuous Home Care (CHC)Patient’s homeAcute symptom crisis requiring ≥8 hours of predominantly nursing care in a 24-hour period to maintain patient at homeRN and/or aide providing a minimum of 8 hours, with >50% being skilled nursingShort-term (during crisis only); must document resolution criteria; most expensive per-diem level
General Inpatient Care (GIP)Hospice inpatient unit, hospital, or SNF (if contracted)Acute symptom management that cannot be managed in the home setting (refractory pain, intractable vomiting, severe dyspnea, acute delirium/agitation)24/7 nursing care; physician availableShort-term; must document why home management has failed; convert to RHC once symptoms controlled
Inpatient Respite CareHospice inpatient unit, hospital, or SNFRelief for the caregiver (caregiver burnout/need for temporary break)Standard facility staffingMaximum 5 consecutive days per admission; 5% coinsurance applies
Continuous home care is the most underutilized hospice level of care but is invaluable during symptom crises. It allows the patient to remain at home during acute episodes (uncontrolled pain, dyspnea, agitation) that would otherwise require hospitalization, by providing 8+ hours of skilled nursing presence in the home.

24 Disease-Specific Hospice Criteria

Medicare Local Coverage Determinations (LCDs) provide disease-specific guidelines for hospice eligibility. Below are the key criteria for major disease categories, based on the National Hospice and Palliative Care Organization (NHPCO) guidelines.

Cancer

Disease with distant metastases at presentation OR progression from an earlier stage despite curative therapy; declining performance status (PPS ≤70%); continued decline despite treatment. Certain cancers (pancreatic, hepatocellular, GBM, metastatic melanoma) have inherently poor prognosis. Declining nutritional status and functional decline support eligibility.

Heart Failure (CHF)

  • NYHA Class IV symptoms (dyspnea at rest) despite optimal medical therapy (ACEi/ARB, beta-blocker, diuretics, aldosterone antagonist)
  • EF ≤20% (or preserved EF with refractory symptoms)
  • Resistant to maximum tolerated diuretics
  • Recurrent hospitalizations (≥3 in past 12 months) for CHF exacerbation
  • History of cardiac arrest, syncope, or CVA
  • Supplemental documentation: renal insufficiency (BUN >25, Cr >1.5), refractory hyponatremia (Na <134), cardiac cachexia

COPD/Chronic Lung Disease

  • Disabling dyspnea at rest, poorly responsive to bronchodilators
  • FEV1 <30% predicted (after bronchodilator)
  • Progressive disease with increasing ER visits/hospitalizations despite optimal therapy
  • Cor pulmonale / right heart failure
  • Resting hypoxemia (PaO2 ≤55 mmHg on supplemental O2 or SpO2 ≤88%)
  • Resting tachycardia >100 bpm
  • Unintentional weight loss >10% over 6 months

Dementia

  • FAST Stage ≥7A (cannot speak >5 words, ambulatory ability lost, ability to sit up lost, ability to smile lost, cannot hold head up)
  • At least one of the following complications in the past 12 months: aspiration pneumonia, pyelonephritis or UTI, septicemia, decubitus ulcers (Stage 3–4), recurrent fevers, inability to maintain sufficient caloric intake (weight loss >10% or albumin <2.5)
  • PPS ≤40%

Renal Disease (ESRD)

  • Patient is not seeking or has discontinued dialysis
  • CrCl <10 mL/min (<15 if diabetic)
  • Serum Cr >8.0 (>6.0 if diabetic)
  • Uremia symptoms: nausea, vomiting, confusion, intractable pruritus, restless legs, fluid overload
  • Oliguria (<400 mL/24h)
  • GFR <10 mL/min

Liver Disease

  • End-stage liver disease (Child-Pugh C score ≥10; MELD ≥21) not a transplant candidate
  • PT >5 sec over control or INR >1.5
  • Albumin <2.5 g/dL
  • Refractory ascites or spontaneous bacterial peritonitis
  • Hepatorenal syndrome
  • Hepatic encephalopathy refractory to treatment
  • Recurrent variceal bleeding despite treatment

Stroke & Coma

  • Post-CVA in comatose state at onset: Coma or persistent vegetative state beyond 3 days
  • Post-CVA in non-comatose patients: Dysphagia preventing adequate oral intake, PPS ≤40%, post-stroke dementia (FAST ≥7)
  • Karnofsky ≤40% or PPS ≤40%

ALS / Neurodegenerative Disease

  • Critically impaired breathing capacity: vital capacity <30% predicted, significant dyspnea at rest, refusal of artificial ventilation
  • Rapid progression of disease with critical nutritional impairment (inability to maintain adequate oral intake, refusal of PEG tube, weight loss)
  • Life-threatening complications: recurrent aspiration pneumonia, decubitus ulcers Stage 3–4, sepsis
These criteria are guidelines, not absolute requirements. Clinical judgment and the overall clinical trajectory are paramount. A patient may be hospice-eligible without meeting every listed criterion if the physician certifies a prognosis ≤6 months based on clinical assessment of the disease trajectory.

25 Hospice Recertification, Revocation & Discharge

Recertification

  • At the start of each new benefit period (two 90-day periods, then 60-day periods), the hospice physician and attending physician must recertify that the patient continues to have a prognosis of ≤6 months if the disease runs its usual course
  • Beginning with the 3rd benefit period, a face-to-face encounter (by hospice physician or hospice NP) is required within 30 days prior to the start of the new period to confirm ongoing eligibility
  • Document: continued decline, functional status, nutritional status, disease-specific criteria

Revocation

A patient may revoke the hospice benefit at any time for any reason, effective the date of revocation. Revocation does not require a reason. The patient returns to standard Medicare and may re-elect hospice at any time. Common reasons for revocation: desire to pursue curative/disease-directed treatment, feeling “better,” family pressure, need for a covered procedure or hospitalization not related to the terminal Dx but denied under hospice.

Live Discharge

The hospice may discharge a patient if: (1) the patient’s condition improves and they no longer meet eligibility criteria (extended prognosis, improved function); (2) the patient moves out of the service area; (3) the patient exhibits behavior that makes care delivery unsafe (rare, must document extensively and attempt to resolve). The hospice must provide a discharge plan and ensure continuity of care.

“Graduating” from hospice (live discharge due to improvement) occurs in approximately 10–15% of hospice patients. This should be framed positively: “Your loved one is doing better than expected — this is good news.” Patients can always be re-enrolled if they decline again.

26 Interdisciplinary Team & Care Delivery

Hospice care is delivered by an interdisciplinary team (IDT), which is distinct from a multidisciplinary team. In an IDT, team members collaborate, share expertise across disciplines, and develop a unified care plan; in a multidisciplinary team, disciplines work in parallel.

Core IDT Members

RoleResponsibilitiesRequired by Medicare?
Hospice Medical Director (Physician)Certifies/recertifies eligibility, oversees plan of care, manages complex symptoms, leads IDT meetings, face-to-face encountersYes
Registered Nurse (Case Manager)Assessment, care coordination, symptom management, medication management, patient/family education, on-call triageYes
Social Worker (MSW)Psychosocial assessment, counseling, advance care planning, resource coordination, caregiver support, bereavementYes
Chaplain/Spiritual CounselorSpiritual assessment, spiritual/existential support, rituals, grief counseling, meaning-making, legacy workYes (counseling services must be available)
Hospice Aide (CNA/HHA)Personal care (bathing, dressing, grooming, toileting), light housekeeping, companionshipYes (if aide services are part of the care plan)
VolunteerCompanionship, respite for caregiver, errands, vigil sitting, bereavement support, administrativeYes (hospice must use volunteers for ≥5% of patient care hours)
Bereavement CoordinatorBereavement assessment, counseling, support groups for up to 13 months after deathYes (13 months of bereavement support required)

IDT Care Conference

The IDT meets regularly (typically every 2 weeks) to review each patient’s plan of care, discuss symptom management, update goals of care, and coordinate services. The plan of care is updated based on IDT input and the patient’s changing needs.

27 Cancer-Related Palliative Emergencies

EMERGENCY — MALIGNANT SPINAL CORD COMPRESSION

Presentation: Back pain (often worse when lying down), progressive lower extremity weakness, sensory level, bowel/bladder dysfunction (late). Most common: thoracic spine. Common primaries: lung, breast, prostate, myeloma, lymphoma, renal.

Diagnosis: Urgent MRI of entire spine (multiple levels in 30% of cases).

Treatment (prognosis-dependent):

  • Dexamethasone 10–16 mg IV bolus immediately (then 4–16 mg q6h) — reduces vasogenic edema; give BEFORE MRI if suspicion is high
  • Radiation therapy (standard) or surgical decompression (if prognosis >3 months, single level, and mechanical instability)
  • In comfort-focused patients: dexamethasone for symptom relief + pain management

Prognosis: Neurologic status at time of treatment initiation is the strongest predictor of outcome — ambulatory patients have 70–90% chance of maintaining ambulation; paraplegia at presentation rarely reverses.

EMERGENCY — SUPERIOR VENA CAVA (SVC) SYNDROME

Presentation: Facial/upper extremity edema, venous distension of neck and chest wall, dyspnea, cough, headache (worse bending forward). Most common cause: lung cancer (especially SCLC), lymphoma, mediastinal tumors.

Treatment:

  • Elevate head of bed; supplemental O2
  • Dexamethasone 8–16 mg IV (especially if lymphoma or radiation-responsive tumor)
  • SVC stenting (interventional radiology) for rapid relief
  • Radiation therapy or systemic chemotherapy based on histology
  • Diuretics may provide modest relief but are often ineffective
  • In comfort-focused patients: dexamethasone, opioids for dyspnea, anxiolytics

Hypercalcemia of Malignancy

Most common metabolic emergency of cancer (10–30% of cancer patients). Three mechanisms: (1) humoral (PTHrP-mediated) — squamous cell cancers, renal; (2) osteolytic — breast, myeloma; (3) calcitriol-mediated — lymphoma.

SeverityCorrected Ca (mg/dL)SymptomsTreatment
Mild10.5–12Often asymptomatic, mild fatigue, constipationHydration, ambulation
Moderate12–14Polyuria, polydipsia, nausea, confusion, weaknessIV NS hydration (200–300 mL/h); zoledronic acid 4 mg IV or denosumab 120 mg SC; calcitonin 4 IU/kg SC q12h (rapid but temporary)
Severe>14Stupor, coma, cardiac arrhythmias (short QT), renal failureAggressive IV hydration; zoledronic acid + calcitonin; consider dialysis if refractory; monitor cardiac
In the palliative setting, treatment of hypercalcemia should be guided by goals of care. If the patient is actively dying or receiving comfort-focused care, treating hypercalcemia may prolong dying. Some palliative care experts consider hypercalcemia a “gentle” mode of death (progressive sedation and coma) and may elect not to treat if consistent with patient wishes.

28 Malignant Bowel Obstruction & Effusions

Malignant Bowel Obstruction (MBO)

MBO occurs in 5–42% of patients with advanced abdominal/pelvic cancers (ovarian, colorectal, gastric). In patients with peritoneal carcinomatosis, surgical intervention is often not feasible and carries high morbidity/mortality.

Medical Management of Inoperable MBO

AgentRoleDose
OctreotideReduces GI secretions (antisecretory); decreases vomiting; most effective single agent100–300 mcg SC TID or 600–900 mcg/24h continuous SC/IV infusion
DexamethasoneReduces peritumoral edema and inflammation; may partially resolve obstruction8–16 mg IV/SC daily; trial for 5–7 days then taper
HaloperidolAntiemetic (central D2 blockade)0.5–2 mg SC/IV q6–8h
Hyoscine butylbromideAntisecretory, antispasmodic20 mg SC q4–6h or 60–120 mg/24h infusion
OpioidsAnalgesia for colicky painTitrate to effect; consider fentanyl (less constipating than morphine)
Ranitidine/omeprazoleReduce gastric acid secretionRanitidine 150–300 mg/day SC; omeprazole 40 mg IV daily

Venting gastrostomy (PEG/G-tube): For patients with persistent high-volume vomiting despite maximal medical therapy, a percutaneous venting gastrostomy allows drainage of gastric contents and can dramatically improve quality of life by eliminating vomiting while allowing the patient to eat/drink for pleasure (with the understanding that intake will drain out).

NG tube: May be necessary short-term for acute decompression, but long-term NG tubes are uncomfortable and not appropriate for palliative management. Transition to medical management or venting gastrostomy.

Malignant Pleural Effusion

Common in advanced lung cancer, breast cancer, mesothelioma, lymphoma. Causes progressive dyspnea.

InterventionIndicationNotes
Therapeutic thoracentesisSymptomatic relief; diagnosticRapid relief; recurs in 30 days in most; limit drainage to 1–1.5 L to prevent re-expansion pulmonary edema
Indwelling pleural catheter (IPC/PleurX)Recurrent symptomatic effusion; prognosis >1 monthTunneled catheter allowing outpatient drainage at home; can achieve spontaneous pleurodesis in ~50% over time
Chemical pleurodesisRecurrent effusion with good lung re-expansionTalc slurry via chest tube or talc poudrage via VATS; 70–90% success; requires 24–48h hospitalization

Malignant Ascites

Common in ovarian, GI, and liver cancers. Causes abdominal distension, pain, dyspnea, early satiety, nausea.

  • Paracentesis: Rapid symptom relief; can drain large volumes (up to 5 L or more with albumin replacement if >5 L); recurs rapidly (1–2 weeks)
  • Indwelling peritoneal catheter: For recurrent drainage at home; reduces need for repeated paracentesis; infection risk (~5%)
  • Diuretics (spironolactone + furosemide): Effective mainly for portal hypertension-related ascites; less effective for peritoneal carcinomatosis

29 Heart Failure & Device Deactivation

Palliative Care in Advanced Heart Failure

Heart failure follows an unpredictable trajectory with acute exacerbations and partial recovery, making prognostication difficult. Key palliative issues include refractory dyspnea, fatigue, depression, and device management.

Symptom Management in Advanced HF

SymptomManagement
DyspneaOptimize diuresis; opioids (morphine 2.5–5 mg PO q4h or 1 mg IV PRN); fan therapy; oxygen if hypoxemic; positioning
PainAvoid NSAIDs (worsen fluid retention, renal function); acetaminophen first-line; opioids for moderate-severe pain; gabapentin for neuropathic pain
DepressionSertraline (safest SSRI in HF); CBT; address spiritual/existential concerns
FatigueEnergy conservation; exercise where feasible; treat anemia, hypothyroidism

Cardiac Device Deactivation

ICD (IMPLANTABLE CARDIOVERTER-DEFIBRILLATOR) DEACTIVATION

Issue: An ICD can deliver painful shocks to a dying patient, preventing a peaceful death. The defibrillation function can be deactivated without affecting pacing function.

When to discuss: At time of goals-of-care transition; when patient is no longer a candidate for resuscitation; when patient is actively dying

Process:

  • Goals-of-care conversation about the role of the ICD at this stage of illness
  • Deactivation by device representative or cardiologist using a programmer
  • If programmer not available urgently: place a magnet over the device to temporarily suspend shock therapy (does not deactivate permanently; must remain in place)
  • Document discussion and consent
  • Pacing function can be left on (does not cause discomfort) or deactivated separately if desired
LVAD (LEFT VENTRICULAR ASSIST DEVICE) DEACTIVATION

Issue: Unlike an ICD, deactivating an LVAD will result in death within minutes to hours (depending on native cardiac function). LVAD deactivation is ethically and legally equivalent to withdrawing any other life-sustaining treatment.

Process:

  • Extensive goals-of-care discussions with patient/family; ensure decision is informed and voluntary
  • Ethics consultation recommended (but not required)
  • Prepare comfort medications before deactivation: opioid infusion, benzodiazepine, anticholinergic for secretions
  • Ensure patient is comfortable before and after LVAD is turned off
  • Time to death after deactivation varies: minutes to hours
  • Ideally performed in a controlled setting with palliative care involvement
ICD deactivation conversations should ideally occur at the time of ICD implantation as part of advance care planning — discussing under what circumstances the patient would want shocks deactivated. In practice, this conversation is often delayed until the patient is actively dying, which is suboptimal. Proactive discussion reduces distress for patients and families.

30 End-Stage Pulmonary, Renal & Hepatic Disease

End-Stage COPD

COPD follows a trajectory of gradual decline punctuated by acute exacerbations, any of which may be fatal. Palliative care needs are often comparable to advanced cancer but receive less palliative attention.

  • Dyspnea: Low-dose opioids (morphine 2.5–5 mg PO q4h) reduce dyspnea without clinically significant respiratory depression; fan therapy; pulmonary rehabilitation; optimize bronchodilators and oxygen
  • Anxiety/panic: Low-dose benzodiazepines or buspirone; CBT for breathlessness anxiety
  • Non-invasive ventilation (NIV): May be appropriate as a palliative measure for symptom relief even when intubation is not desired; establish time-limited trial with clear goals
  • Decision-making: Discuss intubation/mechanical ventilation preferences in advance; many patients would decline intubation if fully informed of likely outcomes

End-Stage Renal Disease — Dialysis Withdrawal

Dialysis withdrawal is the second most common cause of death in dialysis patients in the US (~20% of deaths). It is ethically and legally appropriate when the patient decides the burdens of dialysis outweigh the benefits.

  • Decision process: Ensure decision is voluntary, informed, and made with capacity; address depression/hopelessness
  • Expected time to death: Typically 7–14 days after last dialysis (range: 1–30+ days depending on residual renal function)
  • Symptom management: Pruritus (gabapentin, hydroxyzine); uremic nausea (ondansetron, haloperidol); dyspnea (opioids, oxygen); fluid overload (positioning); restless legs (gabapentin, opioids); myoclonus (clonazepam)
  • Hospice enrollment: Transition to hospice at time of dialysis withdrawal

End-Stage Liver Disease

Key palliative issues in decompensated cirrhosis:

  • Ascites: Serial paracentesis for refractory ascites; indwelling drain consideration; salt restriction; diuretics (spironolactone/furosemide)
  • Hepatic encephalopathy: Lactulose (titrate to 3–4 soft BMs/day); rifaximin 550 mg BID; avoid sedatives
  • Pain management: Avoid NSAIDs (renal failure, GI bleeding); acetaminophen ≤2 g/day is safe in stable cirrhosis; opioids: prefer hydromorphone (renally cleared), fentanyl; AVOID morphine (prolonged half-life, M6G accumulation)
  • Variceal bleeding: If comfort-focused, may elect not to treat actively; dark towels, anxiolytics, maintain comfort
  • Pruritus: Cholestyramine, rifampin, sertraline, naltrexone (caution with opioids)
In end-stage liver disease, avoid morphine (prolonged and unpredictable metabolism due to hepatic impairment; active metabolite M6G accumulates). Fentanyl and hydromorphone are preferred opioids as they have shorter half-lives and no active metabolites that accumulate.

31 Neurodegenerative Disease (ALS, Dementia)

Amyotrophic Lateral Sclerosis (ALS)

ALS is a progressive motor neuron disease with median survival of 3–5 years from diagnosis. Palliative care should be integrated from diagnosis.

Key Palliative Issues in ALS

IssueManagement
Respiratory failureDiscuss NIV (BiPAP) early — improves survival and QOL; discuss tracheostomy/long-term ventilation preferences; when respiratory failure progresses, opioids + benzodiazepines for dyspnea; vital capacity <50% predicted triggers discussion
Dysphagia/NutritionSpeech pathology; diet modification; PEG placement (ideally when FVC >50% — higher procedural risk if FVC <50%); discuss goals of artificial nutrition
Sialorrhea (excessive saliva)Glycopyrrolate 1–2 mg PO TID; amitriptyline 25–50 mg; atropine drops SL; botulinum toxin injection to salivary glands; scopolamine patch
Pseudobulbar affect (pathologic laughing/crying)Dextromethorphan/quinidine (Nuedexta) 20/10 mg BID; SSRIs; TCAs
SpasticityBaclofen 5–20 mg TID; tizanidine; stretching; intrathecal baclofen for refractory
Communication lossEye-tracking devices, communication boards, speech-generating devices early in disease course
Advance care planningDiscuss early while patient can communicate: ventilation preferences, code status, feeding preferences, DPOA-HC designation

Advanced Dementia

Advanced dementia (FAST Stage 7) is a terminal illness with median survival of 18 months. Care should focus on comfort, not prolonging life.

Key Palliative Issues in Advanced Dementia

IssueApproach
Feeding difficultiesHand feeding is preferred over tube feeding; PEG tubes in advanced dementia do NOT reduce aspiration risk, do NOT prolong survival, do NOT prevent malnutrition, and are NOT recommended (AGA, AMDA, Choosing Wisely); careful hand feeding with pleasure-based approach
Pain assessmentUse PAINAD or ABBEY pain scale (nonverbal); trial of analgesics if behavioral signs of distress; observe for grimacing, guarding, vocalization, withdrawal
InfectionsPneumonia and UTI are common terminal events; antibiotics may be appropriate for comfort (treating symptoms of infection) but do not prolong survival in FAST Stage 7; discuss goals of antibiotic use with surrogate
Behavioral symptomsNon-pharmacologic first (music, Montessori-based activities, familiar voices, reducing stimulation); avoid antipsychotics if possible (black box warning; increased mortality in elderly with dementia); low-dose haloperidol or risperidone for severe agitation if non-pharm measures fail
HospitalizationHospitalizations in advanced dementia cause harm (delirium, falls, pressure injuries, restraints) with little benefit; avoid transfers to ED/hospital when possible; treat in place
Feeding tubes (PEG/NG) in advanced dementia are NOT recommended by the American Geriatrics Society, American Medical Directors Association, or Choosing Wisely campaign. They do not prevent aspiration pneumonia (aspiration of oral secretions continues), do not improve nutritional status or survival, and are associated with increased agitation, restraint use, and pressure ulcers. Careful hand feeding is preferred.

32 Signs of Imminent Death

Recognizing the signs of imminent death (hours to days) is critical for preparing families, discontinuing non-beneficial interventions, and intensifying comfort measures.

Signs of Approaching Death

TimeframeSigns
Weeks before deathProgressive weakness and fatigue; increasing sleep; decreased appetite and fluid intake; progressive withdrawal from social interaction; difficulty swallowing medications; progressive cognitive decline
Days before deathProfound weakness (bed-bound); minimal to no oral intake; disorientation, confusion, or delirium; incontinence of urine and stool; decreased urine output (oliguria); “death rattle” (retained secretions); facial pallor, waxen appearance; cooling and mottling of extremities (begins distally)
Hours before deathCheyne-Stokes respirations (cyclic crescendo-decrescendo breathing with apneic periods); mandibular breathing (“fish-out-of-water” jaw movements); cyanosis (central); anuria; obtundation/unconsciousness; loss of ability to swallow; cold, mottled, cyanotic extremities progressing proximally; pooling of blood (lividity); pulse thready and irregular; blood pressure unobtainable

Predictive Signs with High Specificity for Death within 3 Days

  • PPS ≤20% (totally bed-bound, unable to do any activity, confused or obtunded, minimal or sips-only intake)
  • Respiration with mandibular movement (jaw drop breathing) — specificity >95% for death within days
  • Cheyne-Stokes breathing
  • Peripheral cyanosis (nail beds, lips)
  • Decreased urine output (<100 mL in 12 hours)
  • Non-reactive pupils
  • Pulselessness of the radial artery
  • “Death rattle” (audible rattling respirations)
FAMILY EDUCATION AT TIME OF ACTIVE DYING
  • Explain that these changes are a normal part of the dying process, not signs of suffering
  • Hearing may be the last sense to be lost — encourage family to continue speaking to the patient, say what they need to say
  • The patient is not in pain from the breathing pattern changes; the rattle is not distressing to the patient (who is unconscious)
  • No food or fluids are needed and may actually cause harm (aspiration, fluid overload); moistening lips with a sponge is appropriate
  • Encourage family to touch, hold hands, play meaningful music, pray, or simply be present
  • Prepare families for what death will look like: cessation of breathing, change in color, relaxation of muscles

33 Comfort Care & Medication Rationalization

Medication Rationalization (Deprescribing) in the Last Days

As a patient approaches death, many medications become unnecessary, burdensome, or impossible to administer. Systematic deprescribing is an active process of discontinuing medications that no longer serve the patient’s comfort goals.

Medication Assessment at End of Life

ContinueConsider DiscontinuingDefinitely Discontinue
Opioids (pain, dyspnea)Antiepileptics (if no seizure risk)Statins (no benefit at EOL)
Anxiolytics (anxiety, agitation)Antidepressants (unless withdrawal risk)Vitamins and supplements
Antiemetics (nausea)Antihypertensives (risk of hypotension)Osteoporosis medications
Anticholinergics (secretions)Insulin (simplify to PRN for symptomatic hyperglycemia)Preventive medications (aspirin for primary prevention)
Antipsychotics (delirium)Antibiotics (comfort indication only)Iron supplements
Laxatives (until oral intake stops)Diuretics (if dyspnea relief)Anticoagulants (unless symptomatic DVT/PE)
Corticosteroids (multiple symptom roles)Bronchodilators (if still on nebulizer)Diabetes medications (metformin, etc.)

Route Conversion at End of Life

When the patient can no longer swallow, convert essential medications to alternative routes:

RouteAppropriate MedicationsNotes
Sublingual (SL)Morphine/hydromorphone concentrated solution, lorazepam (Intensol), atropine drops, haloperidolSmall volumes only (≤1 mL); absorbed through oral mucosa; most useful route in home hospice
Subcutaneous (SC)Morphine, hydromorphone, midazolam, haloperidol, glycopyrrolate, octreotide, dexamethasoneEquivalent bioavailability to IV for most drugs; can use continuous subcutaneous infusion (CSCI) via syringe driver; max volume ~2–3 mL/h
Rectal (PR)Acetaminophen, morphine, hydromorphone, diazepam, prochlorperazine, bisacodyl, dexamethasoneAlternative when SL/SC not available; absorption variable; may be culturally unacceptable
Transdermal (TD)Fentanyl patch, scopolamine patchNot for acute dosing (slow onset); requires adequate subcutaneous tissue and circulation; unreliable in cachectic/diaphoretic patients
Intravenous (IV)All injectable medicationsFastest onset; requires IV access; more common in inpatient settings
The “comfort care kit” (hospice emergency kit) should be available in the home for symptom crises. Typical contents: morphine concentrated solution (20 mg/mL), lorazepam concentrated solution (2 mg/mL), haloperidol 5 mg/mL, atropine 1% ophthalmic drops, acetaminophen suppositories, prochlorperazine suppositories, and bisacodyl suppositories.

34 Palliative Sedation & VSED

Palliative Sedation

Palliative sedation is the monitored use of medications intended to reduce consciousness to relieve refractory suffering at the end of life. A symptom is refractory when all available interventions have failed or no methods are available within the acceptable time frame or risk-benefit ratio.

Types of Palliative Sedation

TypeDescriptionIndication
Proportionate palliative sedationTitrate sedation to the minimum level needed to relieve symptoms; may include intermittent or mild sedationRefractory symptoms (dyspnea, pain, agitation, seizures) at end of life
Continuous deep palliative sedation (CDS)Continuous sedation to unconsciousness maintained until deathImminently dying patient (hours to days) with refractory suffering unresponsive to all other measures

Ethical Requirements for Palliative Sedation

  • Patient is terminally ill with death expected within hours to days (for CDS)
  • Suffering is refractory (all reasonable alternatives have been exhausted)
  • Informed consent from patient (if capable) or surrogate
  • Intent is to relieve suffering, not to hasten death (principle of double effect)
  • Treatment should be proportionate (minimum dose to achieve comfort)
  • Team consensus and documentation; ethics consultation recommended

Common Agents for Palliative Sedation

AgentDoseNotes
Midazolam0.5–1 mg/h SC/IV infusion; titrate q15–30 min by 0.5–1 mg/h incrementsFirst-line; rapid onset; easily titrated; may develop tachyphylaxis
Propofol10–70 mg/h (0.5–3 mg/kg/h) IV infusionVery rapid onset; requires IV access; typically inpatient only; excellent efficacy
PhenobarbitalLoading: 200 mg IV/SC; infusion 0.5–2 mg/kg/h SC/IVUseful when midazolam fails; very long half-life; can be given SC; used when midazolam tachyphylaxis develops
Levomepromazine12.5–25 mg SC q6–8h or infusionAvailable outside US; combined neuroleptic and sedative properties

Voluntarily Stopping Eating and Drinking (VSED)

VSED is a decision by a patient with decision-making capacity to refuse all food and fluids, with the understanding that this will lead to death. It is legally and ethically considered a patient’s right to refuse treatment (including nutrition/hydration).

  • Time to death: Typically 7–14 days (range 1–21 days)
  • Symptoms: Thirst and hunger (usually diminish after 1–3 days), dry mouth (treat with oral care, ice chips for comfort), delirium (later stages)
  • Eligibility: Patient must have decision-making capacity at the time of initiation; support from palliative care/hospice team is essential
  • Management: Meticulous mouth care; symptom management (opioids for discomfort, benzodiazepines for agitation); hospice enrollment; do NOT force or provide fluids if the patient has clearly expressed and documented their wishes
  • Ethical considerations: If the patient loses capacity and asks for food/water during delirium, the pre-stated wishes (made with capacity) should generally be honored, per advance directive. This is an area of ethical complexity — advance planning and clear documentation are essential.
Palliative sedation is NOT euthanasia. The intent is to relieve suffering (not to cause death), and studies show that palliative sedation does not hasten death when properly administered. The ethical distinction rests on intent (relief of suffering vs hastening death) and proportionality (minimum dose to achieve comfort).

35 Pronouncement & Post-Mortem Care

Pronouncement of Death

When a hospice or palliative care patient dies, a healthcare provider must formally pronounce death and document the time, date, and findings.

Steps for Pronouncement

  1. Confirm identity of the patient
  2. Assess for absence of responsiveness (no response to verbal or tactile stimulation)
  3. Assess for absence of respirations (observe for at least 1 minute)
  4. Assess for absence of heart sounds (auscultate for at least 1 minute)
  5. Assess for absence of pulse (carotid for at least 1 minute)
  6. Assess for fixed, dilated pupils
  7. Note the time of death
  8. Document findings and notify attending physician, family, and hospice

Post-Mortem Care

  • Allow family time with the body; respect cultural and religious practices
  • Remove medical devices (IV lines, catheters) unless autopsy is planned or medical examiner case
  • Clean the body, position with dignity, close eyes and mouth
  • For patients with pacemakers: Must be removed before cremation (risk of explosion); document in death notification
  • Notify the funeral home (per family arrangements)
  • Complete death certificate (see Section 39)
  • Initiate bereavement support for the family (hospice provides 13 months)

Complicated Grief

Normal grief involves waves of intense emotion that gradually diminish over time. Complicated grief (persistent complex bereavement disorder) involves prolonged, intense grief (>12 months in adults, >6 months in children) with persistent yearning, preoccupation with the deceased, difficulty accepting the death, and functional impairment. Risk factors include: sudden/unexpected death, death of a child, history of psychiatric illness, ambivalent or dependent relationship with the deceased, lack of social support, multiple concurrent losses.

36 Principle of Double Effect & Medical Futility

Principle of Double Effect

The principle of double effect (PDE) is an ethical framework that justifies an action with both a good effect and a foreseeable (but unintended) bad effect. It is widely invoked in palliative care to justify the use of opioids for symptom relief even when they may theoretically hasten death (though evidence shows this rarely occurs at appropriate doses).

Four Conditions for PDE

ConditionApplication to Palliative Care
1. The action itself is morally good or neutralAdministering opioids for pain/dyspnea relief is a morally good medical act
2. The good effect is intended; the bad effect is merely foreseenIntent is to relieve suffering; possible hastening of death is foreseen but not intended
3. The bad effect is not the means to the good effectSymptom relief occurs through opioid receptor binding, not through death
4. Proportionate reason existsThe severity of refractory suffering justifies the potential (small) risk
In practice, the principle of double effect is often invoked unnecessarily — properly titrated opioids for pain and dyspnea at palliative doses do NOT hasten death. Multiple studies have demonstrated that patients receiving opioids for symptom management at end of life do not die sooner than those who do not. PDE remains ethically important as a framework, but clinicians should not overstate the risk of opioid-related respiratory depression as a barrier to adequate symptom management.

Medical Futility

Medical futility refers to interventions that are unlikely to produce meaningful benefit. Two types:

TypeDefinitionExample
Quantitative (physiologic) futilityThe intervention has virtually no chance of achieving its physiologic goalCPR in a patient with multi-organ failure and refractory shock (estimated survival <1%)
Qualitative futilityThe intervention may achieve a physiologic effect but will not benefit the patient in any meaningful wayICU care for a patient in persistent vegetative state who will never regain consciousness

Futility is controversial because it involves value judgments about what constitutes “meaningful benefit.” Most guidelines recommend: (1) transparent communication with patient/family, (2) ethics committee consultation, (3) institutional policy, (4) attempt to transfer care if disagreement persists. Unilateral withdrawal of life-sustaining treatment over patient/family objection remains legally risky in most US jurisdictions, though Texas has a formal futility process (Texas Advance Directives Act, §166.046).

37 Withholding vs Withdrawing Treatment

Ethically and legally, there is no moral distinction between withholding (not starting) and withdrawing (stopping) a life-sustaining treatment. Both are legally permissible when the patient (or surrogate) makes an informed decision or the treatment is determined to be futile. This is established in US common law (Cruzan v. Director, 1990) and endorsed by virtually all major medical and ethical organizations.

Withdrawal of Specific Life-Sustaining Treatments

TreatmentProcessAnticipated EventsComfort Measures
Mechanical ventilationTwo approaches: (1) Terminal extubation (remove ETT); (2) Terminal wean (gradually reduce FiO2 and rate). Extubation is preferred by most experts (faster, more definitive)Dyspnea, tachypnea initially, then progressive respiratory failure over minutes to hours; some patients may breathe independently for hours to daysPre-medicate: opioid bolus (morphine 2–4 mg IV) + midazolam 1–2 mg IV before extubation; continue infusions titrated to comfort; glycopyrrolate for secretions; suction before (not after) extubation
VasopressorsTypically weaned simultaneously with other treatments or sequentiallyProgressive hypotension; death usually within minutes to hoursEnsure adequate analgesia and sedation are in place before discontinuation
Artificial nutrition/hydration (ANH)Discontinue TPN, tube feeds; if PEG tube in place, can stop feeds and either leave tube in situ or removeDeath over days to weeks; typically painless (dehydration at end of life may reduce edema, secretions, and dyspnea)Meticulous mouth care; ice chips or swabs for dry mouth; reassure family that patient is not “starving”
DialysisDiscontinue hemodialysis or peritoneal dialysis treatmentsUremia, somnolence, death over 7–14 days typicallyManage pruritus, nausea, dyspnea, myoclonus (see Section 30)
ICD / LVADSee Section 29See Section 29See Section 29
Despite ethical and legal equivalence, clinicians and families often find withdrawing treatment psychologically more difficult than withholding it (“commission bias”). This is normal but should not prevent appropriate withdrawal of treatments that are no longer beneficial. Time-limited trials can help: “Let’s try this treatment for 48 hours and reassess.” This reframes withdrawal as fulfillment of a plan, not “giving up.”

38 Medical Assistance in Dying (MAID)

Medical Assistance in Dying (MAID), also called physician-assisted death (PAD) or physician-assisted suicide (PAS), refers to the practice of a physician prescribing (or in some jurisdictions, administering) a lethal medication to a terminally ill patient who requests it.

Legal Status (United States, as of 2025)

MAID is legal in: Oregon (1997 — Death with Dignity Act, the first), Washington, Vermont, California, Colorado, Hawai’i, Maine, New Jersey, New Mexico, and Washington D.C. The specific name and details of the law vary by jurisdiction. It is also legal in Canada (MAiD, including for non-terminal conditions under certain circumstances), Belgium, Netherlands, Luxembourg, Colombia, and several other countries.

Typical Safeguards (Oregon Model)

RequirementDetails
Terminal illnessPrognosis ≤6 months, confirmed by two physicians
CapacityPatient must have decision-making capacity at time of each request
VoluntarinessRequest must be voluntary, without coercion
RequestsTwo oral requests separated by ≥15 days (some states have reduced this), plus one written request with two witnesses
Waiting period15 days between first oral request and prescription (varies by state; some allow waiver if patient is expected to die sooner)
Self-administrationPatient must self-administer the medication (physician does not administer — distinguishes from euthanasia)
Psychiatric evaluationRequired if either physician suspects impaired judgment due to psychiatric disorder
ResidencyPatient must be a resident of the state (some states do not require this)

Distinctions

TermDefinitionLegal Status (US)
Physician-assisted death (PAD)Physician prescribes lethal medication; patient self-administersLegal in select states (see above)
EuthanasiaPhysician directly administers lethal medication to the patientIllegal in all US states; legal in Belgium, Netherlands, Canada, Colombia
VSEDPatient voluntarily refuses food and fluid (see Section 34)Legal everywhere (patient’s right to refuse treatment)
Palliative sedationSedation to unconsciousness for refractory suffering (see Section 34)Legal and ethical when guidelines are followed
Most major palliative care organizations, including the American Academy of Hospice and Palliative Medicine (AAHPM), have adopted a position of “studied neutrality” on MAID — neither supporting nor opposing it, while emphasizing that excellent palliative care should be available to all patients and that MAID should never be pursued due to inadequate symptom management or lack of access to palliative care.

39 Organ Donation, Autopsy & Death Certification

Organ Donation in Palliative Care

  • Hospice and palliative care patients may be eligible for organ and tissue donation
  • Tissue donation (corneas, skin, bone, heart valves) is possible for most patients, including those with cancer (with some exclusions); age limits are more flexible than for solid organ donation
  • The organ procurement organization (OPO) should be contacted at time of death (required by CMS) to evaluate eligibility; do not pre-screen and exclude patients
  • In some cases, donation after circulatory death (DCD) may be an option for hospice patients who die in the hospital, though this is uncommon

Autopsy

  • Autopsy is generally not required for hospice patients who die of their terminal illness
  • Cases that may require referral to the medical examiner/coroner: death within 24 hours of admission, death of unknown cause, death potentially related to injury or suspected foul play, death during or immediately after surgery
  • State laws vary regarding which deaths must be reported to the medical examiner
  • Autopsy can be offered to families for educational purposes or closure; should be presented sensitively

Death Certification

The death certificate is a legal document completed by the certifying physician (attending physician or hospice medical director).

  • Cause of death: List the chain of events leading to death in order (immediate cause of death → due to/consequence of → underlying cause). Example: Immediate cause: respiratory failure; Due to: metastatic lung cancer; Due to: adenocarcinoma of the lung
  • Manner of death: Natural (virtually always the case for hospice/palliative patients)
  • Do NOT list “cardiac arrest” or “cardiopulmonary arrest” as a cause of death (this is the mechanism of all death, not the cause)
  • Timeliness: Most states require completion within 24–72 hours of death

40 Performance & Prognostication Scales

Palliative Performance Scale (PPS) — All 11 Levels

PPS %AmbulationActivity & Evidence of DiseaseSelf-CareIntakeConscious Level
100%FullNormal activity & work; no evidence of diseaseFullNormalFull
90%FullNormal activity & work; some evidence of diseaseFullNormalFull
80%FullNormal activity with effort; some evidence of diseaseFullNormal or reducedFull
70%ReducedUnable normal job/work; significant diseaseFullNormal or reducedFull
60%ReducedUnable hobby/housework; significant diseaseOccasional assistance necessaryNormal or reducedFull or confusion
50%Mainly sit/lieUnable to do any work; extensive diseaseConsiderable assistance requiredNormal or reducedFull or confusion
40%Mainly in bedUnable to do most activity; extensive diseaseMainly assistanceNormal or reducedFull or drowsy ± confusion
30%Totally bed boundUnable to do any activity; extensive diseaseTotal careNormal or reducedFull or drowsy ± confusion
20%Totally bed boundUnable to do any activity; extensive diseaseTotal careMinimal to sipsFull or drowsy ± confusion
10%Totally bed boundUnable to do any activity; extensive diseaseTotal careMouth care onlyDrowsy or coma ± confusion
0%Death

ECOG Performance Status

GradeDescription
0Fully active, able to carry on all pre-disease performance without restriction
1Restricted in physically strenuous activity but ambulatory and able to carry out work of a light or sedentary nature
2Ambulatory and capable of all self-care but unable to carry out any work activities; up and about >50% of waking hours
3Capable of only limited self-care; confined to bed or chair >50% of waking hours
4Completely disabled; cannot carry on any self-care; totally confined to bed or chair
5Dead

Karnofsky Performance Status (KPS)

KPS %Description
100Normal; no complaints; no evidence of disease
90Able to carry on normal activity; minor signs/symptoms of disease
80Normal activity with effort; some signs/symptoms of disease
70Cares for self but unable to carry on normal activity or do active work
60Requires occasional assistance but is able to care for most personal needs
50Requires considerable assistance and frequent medical care
40Disabled; requires special care and assistance
30Severely disabled; hospitalization indicated though death not imminent
20Very sick; hospitalization and active supportive care necessary
10Moribund; fatal processes progressing rapidly
0Dead

FAST Scale (Functional Assessment Staging Tool) — Full Enumeration

StageClinical CharacteristicsApproximate MMSE
1No difficulty either subjectively or objectively29–30
2Complains of forgetting location of objects; subjective word-finding difficulty28–29
3Decreased job functioning evident to co-workers; difficulty traveling to new locations24–28
4Decreased ability to perform complex tasks (finances, planning dinner party, marketing)19–24
5Requires assistance choosing proper clothing to wear for the season or occasion15–19
6aDifficulty putting on clothing properly without assistance10–15
6bUnable to bathe properly (adjust water temperature) without assistance
6cInability to handle mechanics of toileting (forgets to flush, does not wipe properly)
6dUrinary incontinence (occasional or more frequent)
6eFecal incontinence (occasional or more frequent)0–5
7aAbility to speak limited to approximately 6 intelligible words in the course of a day0
7bSpeech ability limited to a single intelligible word in the course of a day0
7cAmbulatory ability lost (cannot walk without assistance)0
7dCannot sit up without assistance (falls over)0
7eLoss of ability to smile0
7fLoss of ability to hold head up independently0

Edmonton Symptom Assessment Scale (ESAS)

A validated 9-item patient self-report tool measuring symptom severity on a 0–10 NRS (0 = no symptom; 10 = worst possible):

SymptomScale
Pain0 (no pain) — 10 (worst pain)
Tiredness/Fatigue0 (not tired) — 10 (worst tiredness)
Drowsiness0 (not drowsy) — 10 (worst drowsiness)
Nausea0 (not nauseated) — 10 (worst nausea)
Lack of appetite0 (best appetite) — 10 (worst appetite)
Shortness of breath0 (not short of breath) — 10 (worst shortness of breath)
Depression0 (not depressed) — 10 (worst depression)
Anxiety0 (not anxious) — 10 (worst anxiety)
Well-being0 (best well-being) — 10 (worst well-being)

The ESAS-revised (ESAS-r) is the updated version. A 10th line is available for “other symptom” specified by the patient. The total ESAS distress score (sum of all items, 0–90) can track symptom burden over time.

Braden Scale for Predicting Pressure Sore Risk

Subscale1 (Worst)234 (Best)
Sensory perceptionCompletely limitedVery limitedSlightly limitedNo impairment
MoistureConstantly moistVery moistOccasionally moistRarely moist
ActivityBedfastChairfastWalks occasionallyWalks frequently
MobilityCompletely immobileVery limitedSlightly limitedNo limitations
NutritionVery poorProbably inadequateAdequateExcellent
Friction & shearProblemPotential problemNo apparent problem— (3-point scale)

Total score 6–23. Risk levels: ≤9 = very high risk; 10–12 = high risk; 13–14 = moderate risk; 15–18 = mild risk; 19–23 = no risk.

Palliative Prognostic Index (PPI)

FactorCriteriaScore
Palliative Performance ScalePPS 10–20%4.0
PPS 30–50%2.5
PPS ≥60%0
Oral intakeMouthfuls or less2.5
Reduced but more than mouthfuls1.0
Normal0
EdemaPresent1.0
Absent0
Dyspnea at restPresent3.5
Absent0
DeliriumPresent4.0
Absent0

Interpretation: PPI >6 = survival <3 weeks (sensitivity 80%, specificity 85%); PPI ≤4 = survival >6 weeks (sensitivity 80%, specificity 77%).

Palliative Prognostic (PaP) Score

FactorCriteriaScore
DyspneaPresent1.0
Absent0
AnorexiaPresent1.5
Absent0
KPS≥300
10–202.5
Clinical prediction of survival>12 weeks0
11–12 weeks2.0
7–10 weeks2.5
5–6 weeks4.5
3–4 weeks6.0
1–2 weeks8.5
Total WBCNormal (4,800–8,500)0
High (8,501–11,000)0.5
Very high (>11,000)1.5
Lymphocyte %Normal (20–40%)0
Low (12–19.9%)1.0
Very low (0–11.9%)2.5

Total score 0–17.5. Risk groups: Group A (0–5.5) = 30-day survival >70%; Group B (5.6–11.0) = 30-day survival 30–70%; Group C (11.1–17.5) = 30-day survival <30%.

CAPC Prognostication Toolkit

41 Opioid Equianalgesic Conversion Table

This comprehensive reference table provides equianalgesic doses, conversion ratios, and key clinical notes for all commonly used opioids in palliative care.

OpioidEquianalgesic PO Dose (mg)Equianalgesic Parenteral Dose (mg)PO:Parenteral RatioDuration (h)Clinical Notes
Morphine30103:13–4 (IR); 8–12 (SR)Reference standard; M6G active metabolite accumulates in renal failure; histamine release
Hydromorphone61.54:13–4Preferred in renal impairment; no active metabolites; 5× more potent than morphine PO
Oxycodone20N/A3–4 (IR); 12 (CR)1.5× more potent than morphine PO; good oral bioavailability
Hydrocodone30N/A4–6Equivalent to morphine PO; available as combination products or extended-release
Codeine2001301.5:14–6Prodrug (CYP2D6); ceiling ~60 mg/dose; 0.15× morphine potency
Tramadol300N/A4–6Weak mu-agonist + SNRI; ceiling 400 mg/day; seizure, serotonin syndrome risk
Fentanyl (IV)0.1 (100 mcg)0.5–1100× more potent than morphine; lipophilic; no histamine; safe in renal failure
Fentanyl (TD patch)25 mcg/h patch ≈ 60–90 mg oral morphine/24h; Conversion: daily oral morphine mg ÷ 2–3 = fentanyl mcg/h; 72-h patch duration; 12–24 h to onset, 12–24 h depot after removal
MethadoneVariable ratio (see Section 07): <90 mg OME = 4:1; 90–300 = 8:1; 301–600 = 12:1; >600 = 15–20:1. NMDA antagonist; long t½ (15–60 h); QTc risk; expert consultation recommended
Oxymorphone10110:13–4 (IR); 12 (ER)3× more potent than morphine PO; no active metabolites
QUICK CONVERSION EXAMPLES
  • Morphine PO → IV: Divide by 3 (e.g., 30 mg PO = 10 mg IV)
  • Morphine PO → Hydromorphone PO: Divide by 5 (e.g., 30 mg morphine PO = 6 mg hydromorphone PO)
  • Morphine PO → Oxycodone PO: Divide by 1.5 (e.g., 30 mg morphine PO = 20 mg oxycodone PO)
  • Morphine PO → Fentanyl patch: Total daily morphine PO (mg) ÷ 2–3 = fentanyl patch (mcg/h) (e.g., 90 mg morphine/day ≈ fentanyl 25–37 mcg/h patch)
  • Always reduce by 25–50% for incomplete cross-tolerance when rotating opioids

42 Medications Master Table

Opioid Analgesics

DrugRoute(s)Starting Dose (opioid-naïve)Max/Notes
Morphine IRPO, SL, PR5–15 mg q4hNo ceiling; titrate to effect; reduce in renal failure
Morphine SRPO15 mg q8–12hDo not crush or chew; not for opioid-naïve PRN use
Morphine concentrated solutionSL5–10 mg (0.25–0.5 mL of 20 mg/mL) q2–4hHospice comfort kit staple; for patients unable to swallow
Hydromorphone (Dilaudid)PO, IV, SCPO: 1–2 mg q4h; IV: 0.2–0.5 mg q2–4hPreferred in renal failure
Oxycodone IRPO5–10 mg q4–6hAvailable as single agent or combination
Fentanyl patchTD12–25 mcg/h q72hNOT for opioid-naïve patients; requires stable pain and opioid tolerance
MethadonePO, IV, SC2.5–5 mg q8–12hTitrate no faster than q5–7 days; ECG monitoring; expert prescribing recommended

Adjuvant Analgesics

DrugRouteDose RangeIndication
GabapentinPO100–1200 mg TIDNeuropathic pain, pruritus, hiccups
PregabalinPO25–300 mg BIDNeuropathic pain
DuloxetinePO30–60 mg dailyNeuropathic pain, CIPN, depression
DexamethasonePO, IV, SC2–16 mg dailyBone pain, brain/spinal cord edema, bowel obstruction, appetite, nausea
KetamineIV, SC, PO, INIV: 0.1–0.5 mg/kg/h; PO: 10–25 mg TIDRefractory pain, opioid-induced hyperalgesia
Lidocaine 5% patchTopicalUp to 3 patches, 12 h on/12 h offLocalized neuropathic pain

Antiemetics

DrugRouteDoseMechanism / Notes
HaloperidolPO, SC, IV0.5–2 mg q6–8hD2; opioid/metabolic nausea; also antipsychotic for delirium
OndansetronPO, IV, ODT4–8 mg q6–8h5-HT3; CINV, post-op; constipating
MetoclopramidePO, IV, SC10 mg q6h (ac)D2 + prokinetic; gastroparesis; avoid in complete obstruction
OlanzapinePO, SL (ODT)2.5–5 mg dailyBroad-spectrum; CINV; appetite; sedation
DexamethasonePO, IV, SC4–8 mg dailyCINV adjunct; raised ICP; appetite
ScopolamineTD patch1.5 mg q72hVestibular nausea; also for secretions
ProchlorperazinePO, PR, IV5–10 mg q6–8hD2; general-purpose antiemetic; EPS risk

Laxatives

DrugClassDoseNotes
SennaStimulant8.6–34.4 mg BIDFoundation of OIC regimen; titrate to effect
DocusateStool softener100 mg BIDAlone insufficient for OIC; optional with senna
Polyethylene glycol (MiraLAX)Osmotic17 g daily–BIDWell tolerated; no electrolyte shifts
LactuloseOsmotic15–30 mL BID–QIDAlso for hepatic encephalopathy; bloating/gas
BisacodylStimulant5–15 mg PO or 10 mg PRSuppository for rectal stimulation
Methylnaltrexone (Relistor)Peripheral opioid antagonist8–12 mg SC qodDoes NOT cross BBB; does not reverse analgesia; for OIC refractory to conventional laxatives
Naloxegol (Movantik)Peripheral opioid antagonist25 mg PO dailyOral option for OIC; avoid with strong CYP3A4 inhibitors

Anxiolytics & Sedatives

DrugRouteDoseIndication
Lorazepam (Ativan)PO, SL, IV, SC0.5–2 mg q4–8hAnxiety, insomnia, seizures, dyspnea adjunct; no active metabolites
Midazolam (Versed)IV, SC, IN, buccal1–5 mg q1–2h PRN or 0.5–2 mg/h infusionTerminal agitation, palliative sedation, seizures; short-acting
ClonazepamPO0.25–0.5 mg BID–TIDAnxiety, myoclonus, neuropathic pain, seizures
PhenobarbitalIV, SC, PRLoading: 200 mg; 0.5–2 mg/kg/h infusionRefractory seizures, palliative sedation when benzodiazepines fail

Anticholinergics (Secretion Management)

DrugRouteDoseNotes
Glycopyrrolate (Robinul)IV, SC, PO0.2–0.4 mg q4–6h SC/IV; 1 mg TID PODoes NOT cross BBB — preferred (less delirium risk)
Atropine 1% ophthalmicSL1–2 drops SL q4–6hReadily available; crosses BBB (delirium risk)
Scopolamine (hyoscine HBr)TD, SC1.5 mg patch q72h; 0.3–0.6 mg SC q4–6hCrosses BBB; sedating (may be beneficial in agitated patients)
Hyoscine butylbromide (Buscopan)SC20 mg q4–6hDoes NOT cross BBB; also antispasmodic for colic; not available in US

43 Abbreviations Master List

AbbreviationFull Term
AAHPMAmerican Academy of Hospice and Palliative Medicine
ACPAdvance care planning
ADAdvance directive
ANDAllow natural death
BIDTwice daily
BTPBreakthrough pain
CBTCognitive behavioral therapy
CHCContinuous home care
CIPNChemotherapy-induced peripheral neuropathy
CMOComfort measures only
CMSCenters for Medicare & Medicaid Services
CSCIContinuous subcutaneous infusion
DCDDonation after circulatory death
DNARDo not attempt resuscitation
DNIDo not intubate
DNRDo not resuscitate
DPOA-HCDurable power of attorney for healthcare
ECOGEastern Cooperative Oncology Group
EOLEnd of life
ESASEdmonton Symptom Assessment Scale
FASTFunctional Assessment Staging Tool
GIPGeneral inpatient care
GOCGoals of care
HHAHome health aide
ICDImplantable cardioverter-defibrillator
IDDSIntrathecal drug delivery system
IDTInterdisciplinary team
IRImmediate release
IVIntravenous
KPSKarnofsky Performance Status
LCDLocal coverage determination
LVADLeft ventricular assist device
M6GMorphine-6-glucuronide
MAIDMedical assistance in dying
MBOMalignant bowel obstruction
MHBMedicare Hospice Benefit
MOLSTMedical Orders for Life-Sustaining Treatment
NHPCONational Hospice and Palliative Care Organization
NIVNon-invasive ventilation
NMDAN-methyl-D-aspartate
NRSNumeric rating scale
OICOpioid-induced constipation
OMEOral morphine equivalent
OPOOrgan procurement organization
PAINADPain Assessment in Advanced Dementia
PaPPalliative Prognostic Score
PDEPrinciple of double effect
POLSTPhysician Orders for Life-Sustaining Treatment
PPIPalliative Prognostic Index
PPSPalliative Performance Scale
PRNAs needed (pro re nata)
QOLQuality of life
RHCRoutine home care
SCSubcutaneous
SLSublingual
SR / CR / ERSustained/controlled/extended release
SVCSuperior vena cava
SWSocial worker
TDTransdermal
TIDThree times daily
VSEDVoluntarily stopping eating and drinking
WHOWorld Health Organization
National Hospice and Palliative Care Organization (NHPCO) American Academy of Hospice and Palliative Medicine (AAHPM) Center to Advance Palliative Care (CAPC)