ABIM Palliative Care study materials
ABIM Palliative Care study resources

ABIM Palliative Care cheat sheet

ABIM Palliative Care · Keep the key ideas within reach.

Quick reference

Pain assessment and management

  • Pain intensity is measured with a validated tool: 0–10 numeric rating scale in adults, faces scales in children, and PAINAD or Abbey in advanced dementia; reassess after each intervention.

  • The WHO ladder steps from nonopioid for mild pain (1–3) to weak opioid for moderate (4–6) to strong opioid for severe (7–10); adjuvants are added at any step for neuropathic or bone pain.

  • Opioid-naive adult starting doses: oral morphine 5–10 mg every 4 hours, oral oxycodone 2.5–5 mg, oral hydromorphone 0.5–1 mg, or IV morphine 2.5–5 mg; lower doses in renal or hepatic impairment and frailty.

  • Breakthrough pain is treated with 10–20% of the total daily opioid dose every 1 hour as needed; frequent breakthrough doses prompt recalculation of the scheduled regimen.

  • Equianalgesic ratios: oral morphine 30 mg ≈ parenteral morphine 10 mg ≈ oral oxycodone 20 mg ≈ oral hydromorphone 7.5 mg; reduce the calculated new opioid by 25–50% for incomplete cross-tolerance.

  • Neuropathic pain responds to gabapentin, pregabalin, duloxetine, or tricyclics; bone pain responds to NSAIDs, radiation, and bisphosphonates; visceral pain often responds to opioids.

  • Opioid adverse effects: constipation does not develop tolerance and requires a prophylactic bowel regimen; nausea and sedation usually tolerance within days; respiratory depression is rare with titration.

  • Renal failure: avoid morphine and meperidine; fentanyl is preferred, and hydromorphone or methadone require reduced dosing; naloxone 0.04–0.4 mg IV titrated reverses respiratory depression.

Quick reference

Non-pain symptom management (dyspnea, nausea and vomiting, constipation, fatigue, delirium, anorexia-cachexia)

  • Dyspnea: systemic opioids are first-line for refractory dyspnea; supplemental oxygen is indicated for hypoxemia (SpO2 <90%) but not for normoxemic breathlessness.

  • Nausea: select antiemetic by pathway-haloperidol for metabolic/CTZ, ondansetron for serotonin, scopolamine for vestibular, metoclopramide for gastric stasis, olanzapine for mixed.

  • Complete malignant bowel obstruction: octreotide reduces secretions, dexamethasone reduces edema, antiemetics control nausea; avoid metoclopramide and other prokinetics.

  • Constipation: opioid-induced constipation is treated with a stimulant laxative plus an osmotic laxative; methylnaltrexone or naloxegol is used for refractory opioid-induced constipation.

  • Delirium: identify and reverse causes such as infection, urinary retention, constipation, medications, and metabolic derangement; antipsychotics treat agitation or hallucinations but do not treat the delirium itself.

  • Terminal delirium: haloperidol or quetiapine is used for agitation; benzodiazepines are reserved for alcohol or benzodiazepine withdrawal or seizures because they can worsen delirium.

  • Anorexia-cachexia: megestrol, dexamethasone, and olanzapine may stimulate appetite; megestrol increases thrombosis and adrenal suppression; artificial nutrition rarely reverses cachexia.

  • Fatigue: screen for anemia, hypothyroidism, depression, sleep disturbance, and offending medications; methylphenidate or short-course corticosteroids may help selected patients.

  • Hiccups and pruritus: chlorpromazine or baclofen for hiccups; cholestyramine, naltrexone, gabapentin, or antihistamines for pruritus depending on cause.

Quick reference

Communication, goals-of-care discussions, and advance care planning

  • SPIKES: Setting, Perception, Invitation, Knowledge, Empathy, Strategy/Summary; the Invitation step establishes how much information the patient wants.

  • Ask-Tell-Ask: elicit the patient's understanding, give information in small chunks, then check understanding before discussing next steps.

  • Capacity requires four abilities-understanding, appreciation, reasoning, and expressing a choice; capacity is decision-specific and distinct from legal competence.

  • Surrogate decision-making uses substituted judgment first; if the patient's wishes are unknown, the surrogate uses the best-interest standard.

  • Advance directives record values and preferences; POLST/MOLST converts them into portable medical orders for seriously ill patients; neither replaces a goals-of-care conversation.

  • Prognosis discussions give ranges and acknowledge uncertainty; hope for the best, prepare for the worst supports dual framing without false reassurance.

  • Professional interpreters are required for limited-English-proficiency goals-of-care and consent discussions; teach-back confirms understanding and is documented.

  • Family meetings: summarize the medical situation, ask about values and goals, explore fears, make a recommendation, and agree on an action plan with documentation.

Quick reference

Psychosocial, spiritual, cultural, and ethical aspects of care

  • Distress screening uses validated tools such as the Distress Thermometer; positive screens trigger social work, chaplaincy, psychology, or psychiatric referral.

  • Spiritual history tools include FICA (Faith, Importance, Community, Address) and HOPE (Hope, Organized religion, Personal spirituality, Effects); chaplain referral follows positive screening.

  • Major depression requires persistent depressed mood or anhedonia plus functional impairment; grief typically comes in waves, with yearning and preserved self-esteem.

  • Anxiety in advanced illness is treated with SSRIs, CBT, and short-term benzodiazepines; benzodiazepines are avoided in delirium and in older adults when possible.

  • Four ethical principles: autonomy, beneficence, nonmaleficence, and justice; informed consent requires capacity, disclosure, understanding, and voluntariness.

  • Withdrawing and withholding life-sustaining treatment are ethically equivalent when burdens outweigh benefits; double effect requires good intention, proportionality, and the bad effect not as the means.

  • Cultural humility means asking about family roles, truth-telling norms, religious rituals, and preferred decision-maker rather than assuming beliefs from ethnicity.

  • Caregiver burden and financial toxicity are screened and addressed through respite, social work, and resource referral; chosen family is honored in LGBTQ+ care.

Quick reference

Palliative care across disease trajectories (oncology, cardiac, pulmonary, neurologic, renal, hepatic, infectious disease)

  • Cancer: anticipate malignant bowel obstruction, hypercalcemia, spinal cord compression, brain metastases, and superior vena cava syndrome; treat symptoms while clarifying goals.

  • Hypercalcemia of malignancy: IV isotonic fluids plus a bisphosphonate or denosumab; calcitonin acts within hours but tachyphylaxis limits it to severe or refractory cases.

  • Spinal cord compression: new back pain with neurologic deficit or bowel or bladder dysfunction requires urgent MRI and dexamethasone before confirmation.

  • Heart failure: palliative care is triggered by NYHA III–IV symptoms, recurrent admissions, or device decisions; ICD deactivation is discussed separately from other treatments.

  • COPD: dyspnea, anxiety, and fatigue dominate; pulmonary rehabilitation, opioids for refractory dyspnea, and noninvasive ventilation may improve comfort and function.

  • Dementia and ALS: advance care planning occurs early while capacity remains; dysphagia, secretions, and communication loss guide feeding and secretion management.

  • CKD: dialysis withdrawal or conservative kidney management treats uremic symptoms with opioids, antiemetics, and anxiolytics; fentanyl is preferred over morphine.

  • Cirrhosis: ascites, varices, encephalopathy, and spontaneous bacterial peritonitis drive prognosis; lactulose targets 2–3 stools per day and rifaximin reduces recurrence.

  • HIV and infectious disease: integrate palliative care with antiretroviral therapy; address stigma, isolation, pain, and goals; drug interactions affect opioid and antipsychotic choice.

Quick reference

End-of-life care, imminently dying patient, and bereavement

  • Imminent dying signs: mottling, Cheyne-Stokes respirations, decreased urine output, terminal secretions, and progressive drowsiness often indicate death within days.

  • Discontinue nonessential medications such as statins, vitamins, and glucose monitoring in the last days; continue opioids, anxiolytics, anticonvulsants, and other comfort medications.

  • Terminal secretions: reposition and suction gently; glycopyrrolate or scopolamine may reduce secretions, but evidence is limited and benefit is mainly for observers.

  • Terminal agitation: rule out pain, urinary retention, constipation, and delirium; treat with antipsychotics or benzodiazepines based on the likely cause.

  • Opioid escalation at end of life is titrated to comfort; proportionate sedation for refractory suffering is ethically distinct from euthanasia when intention and proportionality are documented.

  • Medicare hospice eligibility: prognosis of 6 months or less if the disease follows its usual course, certified by two physicians, with a plan focused on comfort.

  • Prolonged grief disorder: disabling yearning or preoccupation persisting at least 12 months in adults with functional impairment; children require 6 months.

  • After death: pronounce, notify family and authorities as required, honor cultural and religious rituals, offer bereavement support, and document.

Quick reference

Palliative care in special populations (geriatric, pediatric, and other vulnerable groups)

  • Geriatric: apply Beers criteria, review anticholinergic burden, deprescribe medications without short-term benefit, and assess falls, cognition, and function.

  • Dementia pain: use PAINAD or Abbey and observe facial expression, vocalization, body language, and behavior; untreated pain often presents as agitation.

  • Pediatric: parents or guardians consent, children assent by developmental stage; weight-based opioid dosing and concurrent palliative and curative care are standard.

  • Limited English proficiency: use qualified interpreters, translated forms, and teach-back; avoid using children or family members as interpreters for consent or goals of care.

  • LGBTQ+ and marginalized patients: honor chosen family, protect confidentiality, and explicitly ask about discrimination and safe support networks.

  • Rural and homebound patients: telehealth, home hospice, and community paramedicine expand access; transportation and caregiver availability shape the plan.

  • Vulnerable adults: screen for abuse, neglect, exploitation, and caregiver strain; report to adult protective services when mandated.

Quick reference

Systems-based practice, regulatory and quality issues, and interdisciplinary team care

  • Palliative care is appropriate at any stage and alongside curative treatment; hospice requires a prognosis of 6 months or less and focuses on comfort.

  • Medicare hospice levels: routine home care, continuous home care, general inpatient care, and inpatient respite care; the level changes with symptom intensity and caregiver need.

  • The hospice interdisciplinary group meets at least every 15 days and includes physician, nurse, social worker, chaplain, and other disciplines.

  • Hospice certification requires two physicians to certify a prognosis of 6 months or less if the illness runs its expected course.

  • Quality domains include structure, process, and outcomes; measure pain, dyspnea, constipation, goal-concordant care, hospice utilization, and caregiver support.

  • Advance care planning CPT 99497 covers the first 30 minutes and 99498 each additional 30 minutes; time and discussion content must be documented.

  • Opioid prescribing systems include prescription drug monitoring programs, controlled-substance safeguards, and naloxone co-prescribing for high-risk patients.

  • Interdisciplinary team care improves symptom control and goal concordance; clear role delineation, documentation, and family meetings reduce conflict.