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Serious illness check‑ins

How it works

Select a step to see what it does.

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  • Workflow
  • Task

Included in the bundle

Forms

Symptom check-in

Holds one record

  • Pain
    Whole number

    Patient's own rating, 0 (none) to 10 (worst they can imagine).

  • Tiredness
    Whole number

    Lack of energy. Patient's own rating, 0 (none) to 10 (worst they can imagine).

  • Drowsiness
    Whole number

    Feeling sleepy. Patient's own rating, 0 (none) to 10 (worst they can imagine).

  • Nausea
    Whole number

    Patient's own rating, 0 (none) to 10 (worst they can imagine).

  • Lack of appetite
    Whole number

    Patient's own rating, 0 (none) to 10 (worst they can imagine).

  • Shortness of breath
    Whole number

    Patient's own rating, 0 (none) to 10 (worst they can imagine).

  • Feeling down
    Whole number

    Sad or depressed mood. Patient's own rating, 0 (none) to 10 (worst they can imagine).

  • Anxiety
    Whole number

    Feeling nervous or worried. Patient's own rating, 0 (none) to 10 (worst they can imagine).

  • Overall wellbeing
    Whole number

    How the patient feels overall. 0 (best) to 10 (worst they can imagine).

  • Other concern
    Text

    One other problem the patient names, in their words, with its 0-10 rating.

  • Urgent symptom reported
    Yes or No

    True when the patient describes a symptom the protocol treats as urgent. The Agent hands off to a person; it does not assess the symptom.

  • Wants a care team call
    Yes or No

    The patient asked to speak with someone on their care team.

  • Palliative Performance Scale (clinician)
    Whole number

    Entered by a clinician only, 0 to 100 in steps of 10. The Agent does not score this. PPS v2 is (c) Victoria Hospice Society; use the official instrument.

Goals of care preferences

Holds one record

  • What matters most
    Long text

    What the patient says matters most to them now, in their own words.

  • Healthcare agent named
    One of a list

    Whether the patient says they have chosen a healthcare agent. Record the person on the Member as a Healthcare agent relationship.

    • Yes
    • No
    • Not sure
  • Healthcare agent relationship
    Text

    How the healthcare agent is related to the patient (for example: daughter, spouse). Not the person's name.

  • Treatment preference as stated
    One of a list

    The patient's own words, summarized. Not a medical order and not a code status.

    • All available treatment
    • Some treatment, with limits
    • Focus on comfort
    • Not sure yet
    • Prefers not to say
  • Advance care planning document on file
    One of a list

    Whether the patient says an advance directive or similar document exists.

    • Yes
    • No
    • Unknown
  • Wants a clinician conversation
    Yes or No

    The patient would like to talk about these wishes with a clinician.

  • Caregiver updates allowed
    Yes or No

    The patient agrees that their linked caregiver may be told about a check-in.

Workflows