Intake

Hospice & Palliative Care Intake Form

3 pages16 fieldsHIPAA-ready
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Hospice & Palliative Care Intake Form

Page 1 of 3

Full Name
Jane Martinez
Date of Birth
03/15/1985
Phone Number
(555) 867-5309
Email Address
jane.martinez@email.com
Primary Diagnosis & Prognosis
Enter details here...
Functional Status Assessment
Select status...
Symptom Burden Assessment
Fatigue
Pain
Nausea
Dizziness
Shortness of breath
Pain Assessment
None (0)
Mild (1-3)
Moderate (4-6)
Severe (7-10)
Current Medications
Advance Directives Status
Diabetes
Hypertension
Heart disease
Asthma
Goals of Care
Enter details here...
Primary Caregiver Information
Robert Martinez, spouse
Caregiver Burden Screening
Low
Moderate
High
Spiritual & Cultural Preferences
Enter details here...
Home Safety Assessment
Item 1 assessed
Item 2 assessed
Item 3 assessed
Consent & Signature
Sign here
Submit
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The Hospice & Palliative Care Intake Form is designed for hospice agencies and palliative care programs, capturing the holistic assessment data needed to deliver compassionate, person-centered end-of-life care. This template collects patient demographics alongside a thorough clinical assessment including primary terminal diagnosis, prognosis, disease trajectory, functional status (PPS or Karnofsky score), symptom burden assessment covering pain (location, intensity, character, current management), dyspnea, nausea, fatigue, anorexia, constipation, anxiety, depression, delirium, and insomnia. The form documents current medications with attention to appropriateness for the goals of care and potential deprescribing opportunities.

Built for hospice agencies (home, inpatient, and residential), hospital-based palliative care consultation services, palliative care outpatient clinics, and long-term care facilities with hospice partnerships, this form includes sections for advance directive documentation (living will, healthcare power of attorney, POLST/MOLST, DNR/DNI status), goals of care discussion documentation, caregiver assessment (primary caregiver identification, caregiver burden screening, respite needs), psychosocial assessment (emotional coping, grief anticipation, family dynamics), spiritual and cultural care preferences, bereavement risk assessment for surviving family members, home safety evaluation, durable medical equipment needs, and interdisciplinary team referral triggers for social work, chaplaincy, and volunteer services.

All fields are HIPAA-compliant and crafted with sensitivity to the unique needs of patients and families facing serious illness and end of life. The form uses compassionate, dignified language throughout. Pre-visit completion by the patient or caregiver allows the palliative care team to arrive at the initial visit prepared to address the most pressing symptoms and concerns, establish goals of care, and begin building the trusting relationship that is the foundation of excellent end-of-life care.

What's included

  • Terminal diagnosis and functional status documentation
  • Comprehensive symptom burden and pain assessment
  • Advance directive and goals of care documentation
  • Caregiver identification and burden screening
  • Spiritual, cultural, and psychosocial needs assessment
  • Home safety and equipment needs evaluation
  • E-signature capture
  • Structured medication list with dosage and frequency tracking

Who uses this template

  • Hospice agencies providing home, inpatient, and residential care
  • Hospital-based palliative care consultation services
  • Outpatient palliative care and supportive oncology clinics
  • Long-term care facilities with hospice partnerships

All form fields

16 fields across 3 pages. Customize any field after signing up.

Full NameText
Date of BirthDate
Phone NumberPhone
Email AddressEmail
Primary Diagnosis & PrognosisLong Text
Functional Status AssessmentDropdown
Symptom Burden AssessmentCheckbox
Pain AssessmentMultiple Choice
Current MedicationsMedications
Advance Directives StatusCheckbox
Goals of CareLong Text
Primary Caregiver InformationText
Caregiver Burden ScreeningMultiple Choice
Spiritual & Cultural PreferencesLong Text
Home Safety AssessmentCheckbox
Consent & SignatureE-Signature
8 min saved per patient98% patient satisfaction3x faster than paper

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