U.S. flag

An official website of the United States government

NCBI Bookshelf. A service of the National Library of Medicine, National Institutes of Health.

Aslakson R, Dy SM, Wilson RF, et al. Assessment Tools for Palliative Care [Internet]. Rockville (MD): Agency for Healthcare Research and Quality (US); 2017 May. (Technical Brief, No. 30.)

Cover of Assessment Tools for Palliative Care

Assessment Tools for Palliative Care [Internet].

Show details

Discussion (Guiding Question 4)

We identified 152 different palliative care assessment tools with varying psychometric properties reported across eight of the nine domains of palliative care (Figure 2). While some domains and subdomains (dyspnea; psychological and psychiatric; social; bereavement) had many assessment tools, other domains had few (spiritual, religious, and existential; ethical and legal) or no (cultural) tools. Few tools addressed usability (time to complete). Moreover, the burden associated with tools, as evaluated by the number of items in each tool, varied significantly by domain; for example, the mean number of items per tool identified in the systematic review was 24, but domain means varied between: seven items (Dyspnea), 13 items (psychological and psychiatric), 21 items (social), 22 items (spiritual, religious, and existential), 33 items (bereavement), 30 items (quality of life), and 47 items (patient experience). The key gaps by domain are:

Figure 2 is an evidence map identifying the percentage of psychometric properties reported on existing assessment tools, organized by National Consensus Project for Quality Palliative Care domains and multidimensional domains.

Figure 2

Evidence map of percent of tools with psychometric properties reported in existing systematic reviews of palliative care assessment tools, organized by National Consensus Project for Quality Palliative Care domains and multidimensional domains. * No (more...)

  • For the structure and process domain, we identified only two tools through our supplemental search, one on continuity and one on communication. Since our Key Informants identified communication as a key aspect of palliative care, this lack of tools suggests that this is an important area for future tool development.
  • For the physical domain, we focused on the subdomains of dyspnea, pain, and fatigue. For dyspnea, only eight of the 26 tools had testing of responsiveness (sensitivity to change), which is needed to evaluate the impact of clinical or other interventions. We identified no systematic review that specifically compiled and compared pain assessment tools in palliative care populations. We identified a number of pain assessment tools in our supplemental search, but given the critical importance of this subdomain for palliative care, a detailed systematic review of the evaluation of the use of these tools in palliative care populations and their psychometric testing is needed. We identified seven tools assessing fatigue but no high quality recent systematic review.
  • For the psychological and psychiatric domain, we identified eight tools in palliative care populations, but the scope of the review we found for this domain was limited to patients with cancer. We identified additional tools in our supplemental search that may be relevant. A systematic review to synthesize the properties and relevance of these tools would be useful.
  • In the social domain, few of the eight tools were specifically developed for patients receiving palliative care and many potentially relevant tools described in the systematic review had not been tested in palliative care populations. Insufficient or incomplete information was available about the psychometric properties of these tools. Future research comparing these tools and exploring their responsiveness in palliative care populations is needed.
  • The lack of tools assessing the spiritual, religious and existential domain is also a key gap, as noted by the Key Informants and confirmed by our search: we identified only two tools that focused on spirituality evaluated in palliative care populations. Further development of spirituality tools for palliative care and testing of existing tools in this population would be valuable.
  • We found no assessment tools focusing on the cultural domain, and multidimensional tools also did not address this domain. This domain should be considered for future tool development. Future research is also needed to determine how this domain could be included in multidimensional tools.
  • In the care at end of life - bereavement subdomain, many of the tools were developed in palliative care populations but the information on validity and responsiveness was sparse. Most tools were also long, with one tool having 91 component items. As emphasized by our Key Informants, short, easy-to-complete tools are important, especially for the bereaved informal caregivers who complete these tools; few simple, low-burden, yet meaningful assessment tools exist.
  • For the ethical and legal domain, we identified only three tools in our supplemental search and there were only six multidimensional assessment tools that had items addressing this domain. Future research is needed to both conceptualize and develop specific tools; this could also involve the evaluation of pre-existing items in multidimensional tools.
  • The Key Informants emphasized the importance of patient-reported experience (multidimensional domain); however, we found only two tools assessing patient-reported experience (the rest were for caregiver-reported experience).
  • Across domains, we identified no high-quality systematic review that addressed palliative care assessment tools for use in pediatric populations.

In assessing the applications for which palliative care assessment tools are used, the systematic review evaluating use of assessment tools in clinical care found only six studies.25 We did identify one assessment tool being used as a quality indicator26 in the United States, although this assessment tool from the National Hospice and Palliative Care Organization is no longer in use and has been replaced by the Hospice Consumer Assessment of Healthcare Providers and Systems (CAHPS) survey.176 (Of note, this technical brief predates the new CMS Hospice Item Set (HIS) of quality indicators, which is being revised at the time of this report.177) We identified 23 palliative care assessment tools that were used to evaluate interventions27; however, none of these tools was used in more than six of the 43 palliative care intervention studies summarized in the systematic review. This lack of standardization may limit the ability to compare and synthesize evidence across studies of palliative care interventions.

Next Steps

Tool Development

  • Research is needed to conceptualize, develop, validate, and test assessment tools that specifically address the following domains and subdomains in palliative care populations: structure and Process; fatigue; cultural; spiritual, religious and existential; ethical and legal; and patient experience as reported by patients rather than caregivers.

Tool Evaluation

  • Some domains and subdomains had multiple tools that were neither tested in palliative care populations nor evaluated for responsiveness. For the spiritual, religious and existential, and social domains, few tools had been developed for or evaluated in palliative care populations. For bereavement subdomain, patient experience, and quality of life, many tools were not only long and thus likely burdensome, but also had not been evaluated for responsiveness.
  • Across all domains and subdomains, the following would be helpful: additional evaluation of existing tools in other populations, including pediatric populations (with modifications as needed for palliative care and for non-cancer populations); updates and modifications, as needed (many tools may be out of date and have not been updated or recently tested); and additional testing for validity and responsiveness.
  • Further research should also address use of assessment tools longitudinally and across settings and populations.

Systematic Reviews

  • For the physical domain, a systematic review of assessment tools addressing pain and fatigue in palliative care populations is needed, and an updated review is needed for dyspnea tools.
  • For the psychological and psychiatric domain, a systematic review is needed to evaluate tools for conditions other than cancer and to evaluate psychometric properties of tools more broadly.
  • For multidimensional – patient experience, a systematic review is needed to evaluate psychometric properties of the tools.
  • For all domains, systematic reviews of psychometric properties following guidance of COnsensus-based Standards for the selection of health Measurement INstruments (COSMIN) would be useful.178
  • A high-quality systematic review focusing on the use of tools in pediatrics would also be useful.

Applications of Assessment Tools

  • More research is needed on the use of assessment tools in clinical care across all domains. This research should include evaluation of the effectiveness of the tools in measuring changes in outcomes, feasibility, and usability in clinical care. It should also include broad input from patient and caregiver perspectives.
  • Research is needed on the use of patient-reported assessment tools as quality indicators, including indicators of patient and caregiver experience outside the hospice setting.
  • Additional analysis of the appropriateness of tools, particularly across diseases and populations, would help determine which patient and caregiver assessment tools are most useful in the evaluation of different types of palliative care interventions. This analysis could be a large study evaluating many different tools, or could be included as part of the pilot testing for future evaluations of palliative care interventions. This sort of analysis could help to standardize which tools are used and how they are implemented.
  • Other organizations may use the survey of tools in this report to provide more specific recommendations for tools; consensus work to recommend tools would be helpful for researchers in palliative care. Such consensus recommendations should include broader input from patient and caregiver perspectives. Further research should also facilitate or clarify consensus about the use of specific assessment tools across settings and populations.

Limitations

By using the National Consensus Project Guidelines as a framework for the domains and limiting our Technical Brief to tools evaluated in palliative care populations, we possibly excluded tools that may be relevant in some applications in palliative care populations. We also recognize that other definitions of palliative care exist, and the tools covered in this report do not cover the full scope of potentially relevant populations. The systematic reviews we selected may not have summarized some potentially eligible tools or studies evaluating some properties of these tools.

As we excluded tools that were not specifically studied in palliative care populations, multiple tools assessing the spiritual, religious and existential domain - including the Spiritual Well-Being (FACIT-Sp) tool, the Spiritual Well-Being Scale, and the Koenig Religious Coping Index - were not included in this report, but may be useful in palliative care research. Similarly, many tools assessing social-caregiver domain have not been evaluated in palliative care populations. This report also focused on caregiver areas of burden, strain and quality of life, and did not include other subdomains relevant to caregivers that might be useful for palliative care.

Another limitation is our reliance on existing systematic reviews. While these systematic reviews were the best ones available, many had incomplete information regarding tool psychometric properties with some information on usability, reliability, and validity but minimal information on responsiveness. Although we did not find much information on responsiveness, a more detailed literature search for each tool would be needed to determine evidence for responsiveness.

Finally, some tools included in this review also have multiple versions that were not always noted in our sources. Future users of these tools should search for and consider different versions that might be more appropriate.

Conclusions

While we identified more than 150 assessment tools for palliative care, few tools focused on the spiritual, structure and process, or the ethical and legal domains, or the patient-reported experience subdomain of palliative care, and we found no tool addressing the cultural domain. Moreover, we found few studies assessing the use of tools in clinical practice or as quality indicators. Few studies of palliative care interventions used the same palliative care assessment tools. Future research should focus on further development of tools; evaluating tools in palliative care populations; and evaluating the responsiveness of tools.

Views

Recent Activity

Your browsing activity is empty.

Activity recording is turned off.

Turn recording back on

See more...