• SearchCtrl + K

  • Patients
  • Tasks
  • Audits
  • Shared with me
  • Spaces
  • Templates
  • Coding standards
  • Product demos
  • Compliance
  • Benefits calculator

    Holistic Palliative Care Wellbeing Assessment

    Created by

    Kate Robinson

    Specialty

    Palliative Care Physician

    Last edited

    10/20/2026

    Uses

    0 times

    Tags

    Palliative Care Physician

    About this template

    A holistic assessment template for documenting wellbeing across physical, mental and emotional, family and social, and spiritual dimensions. It supports comprehensive care planning by capturing explicitly stated information about each area of a person's wellbeing.

    Preview template

    Te Whare Tapa Whā

    Taha Tinana (Physical Wellbeing)

    • 68 yo male (NHI: ZAC4821) with stage IV NSCLC and bone mets. Active issues: worsening R-sided rib pain, mild SOBOE, constipation, and cancer-related fatigue. Rx: morphine sulfate (m-Eslon®) 30 mg PO BID, morphine sulfate (RA-Morph®) 5 mg PO q2h PRN, paracetamol (Panadol®) 1,000 mg PO QID, docusate sodium + sennoside B (Laxsol®) 2 tabs PO NOCTE.
    • ECOG 2; mobilises short distances indoors with a walking frame. Appetite reduced; tolerating small, frequent high-protein meals and oral nutritional supplements (Ensure®).

    Taha Hinengaro (Mental and Emotional Wellbeing)

    • Experiencing intermittent anticipatory grief and mild anxiety at night regarding disease progression and dyspnoea. Mood otherwise stable; denies pervasive low mood. Rx: lorazepam (Ativan®) 0.5 mg SL q6h PRN for acute anxiety/SOB.
    • Engaged with Arohanui Hospice counsellor fortnightly. Uses guided breathing exercises and mindfulness audio tracks to manage nocturnal anxiety.

    Taha Whānau (Family and Social Wellbeing)

    • Lives with wife (Hine, primary carer) in Whanganui; two adult children live locally and visit daily to assist with heavy housework and transport. EPOA for personal care and welfare activated (daughter, Mere).
    • Retired teacher; maintains social connection via weekly home visits from former colleagues and local marae kaumātua group. Strong connection to local hapū.

    Taha Wairua (Spiritual Wellbeing)

    • Finds deep peace and grounding through connection to his ancestral maunga and awa, and sitting outside in the garden. At peace with palliative diagnosis; priority is remaining at home with whānau.
    • Supported by local kaumātua and Anglican Kaikarakia. Daily whānau karakia held each evening at 19:00.

    How to use this template

    This template can be used to assist with various tasks in the medical field. You can use it to generate notes, manage patient information, or assist with diagnosis and the Assessment and Plan. To use this template, simply click the “Use Template” button above. If you have any questions or need assistance, feel free to reach out to the support team or refer to the description and example output provided above.

    Tags

    Palliative Care Physician