**EH Palliative Care Template SW**

Narrative/Interval History: Palliative care is consulted in the setting of [brief descriptions of reason(s) for consultation or referral, summary of specific pain-related concerns or symptoms such as chronic pain, acute pain episodes, neuropathic pain, musculoskeletal pain, post-surgical pain, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] as well as assistance with symptom management, advance care planning needs, and goals of care discussions in the context of serious illness. 1. Present at consultation: With express permission, the palliative care team met to review goals of care and advance care planning today with [Names of individuals present for the meeting including patient, family members, advocates, staff members, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] 2. Hospital Course: Palliative care is consulted in the setting of [Reason(s) for consultation or referral, summary of specific pain-related concerns or symptoms such as chronic pain, acute pain episodes, neuropathic pain, musculoskeletal pain, post-surgical pain, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] as well as advance care planning and goals of care discussions in the context of serious illness. [Detailed history of the presenting complaint(s), including onset, duration, intensity, character, location, aggravating/alleviating factors, impact on daily activities, any previous treatments (medications, physical therapy, injections) and responses, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] Palliative Plan [Any specific information about discharge disposition/plan including short term rehab, home with community palliative care follow up, visiting nurses at home, home with hospice, home with oncology or CHF or pulmonary clinic follow up, long term care, assisted living, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] Structure & Processes of Care [Patient education on the diagnosed condition(s), symptom management strategies, importance of adherence to treatment plans, and lifestyle modifications, wound care, medication compliance, or other medical interventions to be carried out at home or in an office or clinic setting (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Any discussion or information regarding introducing hospice, hospice at home, GIP hospice inpatient, GIP hospice house, routine-level hospice care at home or in a facility, comfort measures, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] Physical Aspects of Care [Assessment, including the likely diagnosis and rationale based on subjective and objective findings (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Differential diagnosis (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Investigations planned (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Medical treatment planned, including details such as medications, dosage, expected outcomes, potential side effects, considerations for opioid management if applicable, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Non-pharmacological interventions, including physical therapy, occupational therapy, speech therapy, outpatient therapy, psychological interventions (e.g., CBT for depression management), acupuncture, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Interventional procedures considered, such as nerve blocks, epidural injections, radiofrequency ablation, etc., with expected outcomes and potential risks (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Lifestyle modifications, including activity modification, ergonomic adjustments, diet and exercise recommendations related to depression management (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Mention any referrals (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Follow-up appointments, including the expected timeline for review, monitoring response to treatment, adjustment of management plans, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] Psychiatric Aspects of Care [Assessment, including the likely diagnosis and rationale based on subjective and objective findings for psychiatric conditions (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Medical treatment planned for psychiatric conditions, including details such as medications, dosage, expected outcomes, potential side effects, considerations for opioid management if applicable, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Non-pharmacological interventions for psychiatric conditions including physical therapy, occupational therapy, speech therapy, outpatient therapy, psychological interventions (e.g., CBT for depression management), acupuncture, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Lifestyle modifications related to psychiatric conditions, including activity modification, ergonomic adjustments, diet and exercise recommendations related to depression management (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Mention any referrals related to psychiatric conditions (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Follow-up appointments for psychiatric conditions including the expected timeline for review, monitoring response to treatment, adjustment of management plans, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] Social Aspects of Care: [Social history, focusing on lifestyle factors, support systems, coping mechanisms, history of substance use or abuse, hobbies, housing, living situation, occupation, military service or history, number of children, grandchildren, great-grandchildren, marital status, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Dietary history, assessing intake related to pain management or conditions influencing pain (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Environmental and occupational history, including any factors that may exacerbate or relieve pain, ergonomic considerations (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Detailed history of patient or family understanding of disease, illness trajectory or prognosis based on information shared by providers, clinicians, specialists, primary care, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Focus on discussion about life meaning, strengths, challenges, peace, connection, future events looking forward to, hope for the future, who is important in life and why, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] Spiritual Aspects of Care: [Spiritual history, focusing on religion, faith, spirituality, importance of spirituality in decision making, church attended, denomination, and how it relates to medical decision making, no blood products for Jehovah’s Witness, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] Cultural Aspects of Care: [Any discussion or information regarding cultural differences, rituals of culture, background beliefs, values that impact healthcare experiences, how they want their care provided, language barriers, traditional healers, gender roles, non-verbal communication, tribal leaders, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] Care of the Imminently Dying: [Any discussion or information regarding vigil sitting with a person with only short minutes/hours/days prognosis, terminal weaning from a ventilator and what to expect, education regarding final hours of life symptoms, comfort cart, bereavement counseling, grief, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] Ethical & Legal Aspects of Care: [Any discussion or information regarding code status including DNR, full code, limited or partial code, intubation, and information regarding POLST or Portable DNR, allow natural death, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Any discussion or information regarding advance directives, healthcare proxy or proxies, living will wish, power of attorney for healthcare, nominated decision makes, artificial nutrition or hydration, no life sustaining measures, heroic measures, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] [Any discussion or information regarding ethical issues including conflict of interest in decision making, lack of health care proxy, physical, emotional, or financial abuse, BEAS or other government agency reporting history, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)] Consent for the use of AI-assisted tools for documentation was obtained from the patient and all other participants in the visit prior to this encounter. All questions were answered. Patient understands that they may decline the use of AI-assisted tools. (For each section, only include if explicitly mentioned in transcript or context, else omit section entirely. Never come up with your own patient details, assessment, plan, interventions, evaluation, or next steps—use only the transcript, contextual notes, or clinical note as reference for all information. If any information related to a placeholder has not been explicitly mentioned, do not state that in the output; simply leave the relevant placeholder or section out entirely. Use as many lines, paragraphs, or bullet points as needed to capture all relevant information from the transcript.)