ABEM HPM study materials
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ABEM HPM cheat sheet

ABEM HPM · Keep the key ideas within reach.

Quick reference

Palliative Care Approach to Serious Illness

  • Palliative care is interdisciplinary care that improves quality of life for patients and families facing serious illness by addressing physical, psychosocial, and spiritual needs; it is offered with disease-directed therapy and is not prognosis-limited.

  • Hospice in the US is a Medicare benefit for patients with a prognosis of 6 months or less if the terminal illness runs its usual course, who elect comfort-focused care and forgo curative treatment for that terminal diagnosis.

  • The surprise question asks whether the clinician would be surprised if the patient died within 12 months; it has low sensitivity and should be combined with functional decline, weight loss, and utilization data.

  • The Palliative Performance Scale ranges from 0% to 100% across ambulation, activity, self-care, intake, and consciousness; scores of 50% or less are associated with substantially limited survival.

  • Goals-of-care discussions should first assess the patient's understanding and values, then identify acceptable functional states and tradeoffs, before recommending a treatment plan and documenting a surrogate decision-maker.

  • The core interdisciplinary team includes medicine, nursing, social work, chaplaincy, pharmacy, and bereavement support; coordination improves symptom control and reduces unwanted transitions.

  • Medication reconciliation at transitions should review indications, anticholinergic burden, renal and hepatic dosing, and deprescribing opportunities for preventive drugs with limited benefit near end of life.

  • Symptom screening with a validated tool such as the Edmonton Symptom Assessment System should occur at baseline and intervals; scores guide reassessment but do not replace clinical evaluation.

Quick reference

Pain Assessment and Management

  • Pain assessment should characterize location, quality, radiation, timing, intensity, aggravating and relieving factors, functional impact, and the patient's meaning of pain.

  • Use a validated self-report scale when possible: 0-10 numeric rating scale in adults, Wong-Baker Faces in children, and PAINAD or Abbey Pain Scale for advanced dementia.

  • For nonverbal or critically ill adults, use behavioral tools such as CPOT or BPS; physiologic signs alone are not reliable pain measures.

  • In opioid-naive adults, start a short-acting opioid at a low dose and titrate to effect; the approximate oral-to-IV morphine ratio is 3:1, with wide interpatient variation.

  • A breakthrough pain dose is commonly 10%-20% of the total daily opioid dose, given as needed and reassessed; frequent breakthrough use prompts recalculation of the basal dose.

  • Opioid switching requires equianalgesic calculation and an empiric 25%-50% dose reduction for incomplete cross-tolerance, then titration based on response.

  • Constipation from opioids does not resolve with tolerance; prophylactic stimulant laxatives, with or without osmotic agents, are standard, and methylnaltrexone is an option for refractory cases.

  • Neuropathic pain may respond to gabapentinoids, duloxetine, or tricyclics; corticosteroids can relieve pain from bone metastases, malignant bowel obstruction, and raised intracranial pressure.

  • Avoid meperidine because of neurotoxic metabolites; use caution with methadone for QT prolongation and with transdermal fentanyl in fever or external heat exposure.

Quick reference

Non-Pain Symptom Assessment and Management

  • Dyspnea in advanced illness is treated with low-dose opioids when nonpharmacologic measures fail; supplemental oxygen is indicated for hypoxemia, not routinely for normoxemic breathlessness.

  • Nausea management is etiology-directed: metoclopramide for gastric stasis, haloperidol or olanzapine for chemical and metabolic causes, 5-HT3 antagonists for chemotherapy, and octreotide or anticholinergics for obstruction.

  • Constipation assessment includes opioid use, hydration, mobility, hypercalcemia, and spinal cord compression; bulk-forming agents are poorly tolerated with low fluid intake.

  • Delirium is identified with the Confusion Assessment Method and managed first by treating causes such as pain, constipation, urinary retention, medications, infection, and metabolic derangement.

  • Antipsychotics are used for distressing delirium with psychosis or agitation; benzodiazepines are avoided except in alcohol or benzodiazepine withdrawal.

  • Malignant bowel obstruction may be managed with octreotide, dexamethasone, antiemetics, and analgesics; surgery or stenting is considered for selected patients with favorable prognosis.

  • Anorexia-cachexia has limited drug benefit; megestrol or dexamethasone may stimulate appetite but carry thrombotic, adrenal, and metabolic risks, so goals and family expectations should be clarified.

  • Terminal secretions are managed with repositioning, oral care, and anticholinergics such as glycopyrrolate or scopolamine; evidence for medication benefit is limited.

  • Hiccups persisting in serious illness may respond to chlorpromazine, baclofen, metoclopramide, or gabapentin after reversible causes are addressed.

Quick reference

Communication Skills and Advance Care Planning

  • The SPIKES framework structures bad-news conversations: setting, perception, invitation, knowledge, emotions, and strategy or summary.

  • Ask-Tell-Ask elicits the patient's perspective, delivers information in small chunks, and checks understanding before proceeding.

  • NURSE statements respond to emotion by naming, understanding, respecting, supporting, and exploring the patient's experience.

  • Prognostic information can be framed as best case, worst case, and typical case, which helps patients and families plan across a range of outcomes.

  • Advance care planning should document a health care proxy, values, and treatment preferences; POLST or MOLST forms convert preferences into portable medical orders for seriously ill patients.

  • Decisional capacity requires understanding, appreciation, reasoning, and communication of choice; it is decision-specific, while competence is a legal status.

  • When capacity is absent, the surrogate decision-maker follows state hierarchy and should use substituted judgment or, when unknown, best interests.

  • Teach-back and professional interpreters improve comprehension; avoid using family members as interpreters for complex goals-of-care discussions when possible.

  • Code status alone is insufficient; discussions should address CPR, mechanical ventilation, hospitalization, artificial nutrition and hydration, and symptom-focused alternatives.

Quick reference

Psychosocial, Spiritual, and Cultural Aspects of Care

  • Spiritual screening tools include FICA (faith, importance, community, address in care) and HOPE (hope, organized religion, personal spirituality, effects on care).

  • Spiritual distress is associated with worse quality of life and may present as loss of meaning, despair, guilt, or conflict with religious beliefs; chaplain referral is appropriate.

  • Caregiver burden includes physical, emotional, financial, and social strain; validated tools such as the Zarit Burden Interview can guide support and respite planning.

  • Normal grief varies culturally; prolonged grief disorder involves persistent yearning or preoccupation with impairment, generally at least 12 months in adults and 6 months in children.

  • The Kleinman explanatory model asks what the patient calls the illness, its cause, why it started, how it affects life, and what treatment is expected.

  • Depression in serious illness is common and treatable; screen with PHQ-9 or clinical interview, distinguish from grief, and consider SSRIs, psychostimulants, or psychotherapy.

  • Cultural humility requires asking about language, decision-making roles, religious practices, and preferences for disclosure rather than assuming group norms.

  • Meaning-centered and dignity-therapy approaches can reduce existential distress by helping patients articulate values, legacy, and sources of meaning.

Quick reference

Care of the Imminently Dying Patient and End-of-Life Care

  • Active dying may be signaled by somnolence, reduced oral intake, dysphagia, mottled skin, cool extremities, irregular breathing, terminal secretions, and oliguria.

  • In the final days, discontinue nonbeneficial medications, laboratory tests, and monitoring; convert essential symptom medications to subcutaneous, sublingual, rectal, or transdermal routes.

  • Terminal secretions are not routinely harmful; repositioning, mouth care, and anticholinergics may reduce noise, but suctioning is often avoided unless distress is clear.

  • Terminal agitation requires assessment for pain, urinary retention, constipation, and delirium before antipsychotics or benzodiazepines are used for refractory distress.

  • Artificial nutrition and hydration are not routinely beneficial in the imminently dying; decisions should follow patient values and may reduce fluid overload, dyspnea, and secretions.

  • Palliative sedation may be used for refractory severe suffering; it requires informed consent, proportional titration, and documentation of the indication and goal.

  • Death pronouncement includes confirming unresponsiveness, absent breath and heart sounds, fixed pupils, and documenting the time and circumstances.

  • US Medicare hospice programs must provide bereavement support to the family for at least 13 months after death.

Quick reference

Ethical and Legal Aspects of Hospice and Palliative Medicine

  • The four core principles are autonomy, beneficence, nonmaleficence, and justice; conflicts among them are common in end-of-life decisions.

  • Informed consent requires disclosure, understanding, decisional capacity, and voluntariness; consent for a surrogate uses substituted judgment or best interests.

  • Withholding and withdrawing life-sustaining treatment are generally considered ethically equivalent when consistent with the patient's values.

  • The double-effect principle permits an intervention intended to relieve suffering even if a foreseeable harmful effect such as respiratory depression may occur.

  • Medical aid in dying is legal only in specific jurisdictions with strict eligibility and safeguards; clinicians may decline participation and should know referral and conscientious objection rules.

  • Futility disputes may be addressed through ethics consultation, institutional policy, time-limited trials, and legal processes when consensus cannot be reached.

  • Capacity is a clinical determination; competence is a legal determination made by a court.

  • HIPAA permits disclosure for treatment, payment, and operations; minimum necessary standards apply, and abuse reporting may be required by state law.

  • Advance directives may name a surrogate and state preferences but are not physician orders; POLST-type forms are actionable orders that travel with the patient.

Quick reference

Hospice and Palliative Care Program Structure, Quality Improvement, and Reimbursement

  • US Medicare hospice eligibility requires physician certification of a prognosis of 6 months or less, election of the hospice benefit, and waiver of curative treatment for the terminal diagnosis.

  • The Medicare hospice benefit has two 90-day periods followed by unlimited 60-day periods; recertification and face-to-face encounters are required at specified intervals.

  • Hospice levels of care are routine home care, continuous home care, general inpatient care, and inpatient respite care; each has distinct eligibility and payment rules.

  • The interdisciplinary group must review and update the hospice plan of care at least every 15 days and include physician, nursing, social work, and chaplain representation.

  • Palliative care billing may use advance care planning codes 99497 and 99498, prolonged service codes, and team conference codes when documentation supports time and medical necessity.

  • Hospice quality reporting includes the Hospice Item Set and CAHPS Hospice Survey; programs track pain, dyspnea, family experience, and care transitions.

  • Quality-improvement methods include PDSA cycles, root cause analysis, and run charts; useful metrics include symptom scores, ED visits, hospice length of stay, and live discharge rates.

  • Palliative care programs may be consultative, inpatient units, home-based, or clinic-based; staffing models must match acuity, setting, and reimbursement.

  • Compliance risks in hospice include unsupported eligibility, inadequate recertification documentation, inappropriate live discharges, and billing for noncovered services.