Serious illness conversation guide

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Step Conversation flow Patient-tested language
1 Set up the conversation
  • Introduce purpose
  • Prepare for future decisions
  • Ask permission
  • "I'd like to talk about what is ahead with your illness and do some thinking in advance about what is important to you so that I can make sure we provide you with the care you want--is this okay?"
2 Assess understanding and preferences
  • "What is your understanding now of where you are with your illness?"
  • "How much information about what is likely to be ahead with your illness would you like from me?"
Share prognosis
  • Share prognosis
  • Frame as a "wish…worry", "hope…worry”"statement
  • Allow silence, explore emotion
  • "I want to share with you my understanding of where things are with your illness…"
  • Uncertain: "It can be difficult to predict what will happen with your illness. I hope you will continue to live well for a long time, but I'm worried that you could get sick quickly, and I think it is important to prepare for that possibility."
  • Time: "I wish we were not in this situation, but I am worried that time may be as short as ___ (express a range, such as days to weeks, weeks to months, months to a year)."
  • Function: "I hope that this is not the case, but I'm worried that this may be as strong as you will feel, and things are likely to get more difficult."
4 Explore key topics
  • Goals
  • Fears and worries
  • Sources of strength
  • Critical abilities
  • Trade-offs
  • Family
  • "What are your most important goals if your health situation worsens?"
  • "What are your biggest fears and worries about the future with your health?"
  • "What gives you strength as you think about the future with your illness?"
  • "What abilities are so critical to your life that you can't imagine living without them?"
  • "If you become sicker, how much are you willing to go through for the possibility of gaining more time?"
  • "How much does your family know about your priorities and wishes?"
5 Close the conversation
  • Summarize
  • Make a recommendation
  • Check in with the patient
  • Affirm commitment
  • "I've heard you say that ___ is really important to you. Keeping that in mind, and what we know about your illness, I recommend that we ___. This will help us make sure that your treatment plans reflect what's important to you."
  • "How does this plan seem to you?"
  • "I will do everything I can to help you through this."
6 Document your conversation
7 Communicate with key clinicians

Further Reading

  • Preparing for Serious Illness: A Model for Better Conversations over the Continuum of Care. Am Fam Physician. 2019;99(5):281-283.