Promoting Excellence : Key Clinical Assessment and Research Tools : Tools Listed By Topic

TOPICS / DESCRIPTION	INSTRUMENTS
Advance Care Planning - Patient Preferences (ACP/P) Instruments for eliciting and documenting patient preferences regarding treatment
Care Management and Coordination (CM) Tools for assuring and evaluating continuity of care	Charlson Comorbidity Scale
Chart Review (CR) Tools for auditing charts for palliative care information
Education (ED) Instruments for assessing knowledge, attitudes, skills and behaviors before and after an educational intervention
Functional Status Tools that rate functional performance and/or level of physical disability	ECOG Performance Status Karnofsky Performance Scale FACT-G (FACT-L) FAST – Stages of Alzheimer’s Disease Katz Index of Activities of Daily Living NY Heart Association Classification for Congestive Heart Failure (CHF) Palliative Performance Scale
Grief and Bereavement Care (GB) Tools that measure grief reactions; used to assess bereavement needs and outcomes	Grief Resolution Index
Health Status Overall perception of personal health	Charlson Comorbidity Scale SF-36 & SF-12
Needs Assessment/ Community and Education (N/C) Includes instruments for assessing educational needs among professionals and perceived community resources and needs regarding end of life care	Missoula Demonstration Project Community Survey
Organizational Assessment (ORG) Instruments for organizational needs assessment and self-evaluation
Pain Management (PN) Instruments to assess pain	Wong-Baker FACES Pain Rating Scale
Patient Identification (PI) Tools used to identify or screen patients for an end of life care program
Psychosocial Care (PS) Tools for assessing social and psychological status and needs	Beck Depression Inventory Caregiver Burden Scale Caregiver Strain Questionnaire Geriatric Depression Scale Hamilton Depression Scale Herth Hope Index Mini-Mental State Examination Scales of Psychological Well-Being
Psychospiritual Care (PSP) Instruments that assess needs and outcomes of spiritual care	Spiritual Well-Being Scale
Quality of Life (QOL) Tools designed to measure quality of life for patients with advanced disease	Caregiver Burden Scale Chronic Respiratory Disease Questionnaire EORTC QOL Scale FACT-G (FACT-L) McGill Quality of Life Questionnaire Missoula-VITAS Quality of Life Index
Satisfaction/Perception of Care—Family (POC/F) Instruments that assess the experience of the patient and/or family with respect to end of life care	Afterdeath Bereaved Family Interview Caregiver Burden Scale FAMCARE Scale
Satisfaction/Perception of Care—Patient (POC/P) Instruments that assess the experience of the patient with respect to end of life care	Palliative Outcomes Scale
Symptom Management (SP) Tools for assessing and tracking the level of symptoms (some are patient reported)	Borg CR 10 Scale (Dyspnea assessment) Edmonton Symptom Assessment System (ESAS) Memorial Symptom Assessment Scale (MSAS) Wong-Baker FACES Pain Rating Scale

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Promoting Excellence in End-of-Life Care is a National Program Office of The Robert Wood Johnson Foundation dedicated to long-term changes in health care institutions to substantially improve care for dying persons and their families. Visit PromotingExcellence.org for more resources.