Abstract

Background
Palliative Care Guidelines and Preferred Practices
The first clinical practice guidelines for palliative care were released in 2004 by the NCP. 10 The guidelines were revised and a second edition was published in 2009. 1 These guidelines are applicable to specialist-level palliative care (as with palliative care teams) delivered in a wide range of treatment settings and by providers in primary treatment settings where palliative approaches are integrated into daily clinical practice (for example with, oncology, critical care, long-term care). The guidelines address eight domains of care: structure and processes; physical aspects; psychological and psychiatric aspects; social aspects; spiritual, religious, and existential aspects; cultural aspects; imminent death; and ethical and legal aspects. 1 Using the eight NCP domains for its framework structure, the NQF identified 38 preferred practices to operationalize these guidelines and to set the foundation for future measurement of the outcomes of care. These practices are evidence-based or have been endorsed through expert opinion and solidify the importance of spirituality as an integral domain in palliative care.
Summary of 2009 Spirituality Consensus Conference
The NCP Guidelines and NQF Preferred Practices served as the foundation for the recommendations for a Consensus Conference funded by the Archstone Foundation. 11 The goal of the 2009 Consensus Conference was to identify points of agreement about spirituality as it applies to health care and to make more clinically specific recommendations to advance the delivery of quality spiritual care in palliative care.
Seven evidence-based categories of spiritual care (spiritual assessment, spiritual care models, spiritual treatment plans/care plans, interprofessional team training, quality improvement, personal and professional development, and training/certification) were identified and provided the overall framework for the Consensus Conference. Forty national thought-leaders representing spiritual care and/or palliative care across a wide variety of disciplines and backgrounds participated in a facilitated two-day intensive meeting. The goal was to develop a series of clinically useful recommendations to provide palliative care that better integrates spiritual care into the delivery of whole-person clinical care. A key outcome of the Consensus Conference was the development of a definition of spirituality:
Spirituality is the aspect of humanity that refers to the way individuals seek and express meaning and purpose and the way they experience their connectedness to the moment, to self, to others, to nature, and to the significant or sacred. 11
Based on the position that palliative care encompasses all patients from the time of diagnosis forward, the principles in this Consensus Conference are applicable to all patients with a serious or life-threatening illness. The practical recommendations proposed from this Consensus Conference are designed for patients in palliative, hospice, hospital, long-term, and other clinical settings.
Utilizing the Consensus Conference recommendations, clinical sites are encouraged to integrate spiritual care models into their programs, develop interprofessional training programs, engage community clergy and spiritual leaders in the care of patients and families, promote professional development that incorporates a biopsychosocial-spiritual practice model, and develop accountability measures to ensure that spiritual care is fully integrated into the care of patients. An expanded description of the Consensus Conference recommendations is available in the book Making Health Care Whole: Integrating Spirituality into Patient Care. 12
Next Steps: Archstone Foundation Funded Nine Demonstration Projects to Integrate Spiritual Care into Palliative Care
The investigative team (the authors) realized the need to support demonstration projects that model the implementation of these recommendations for other programs to replicate. A request for proposals (RFP) was issued by the Archstone Foundation in early 2010, offering $200,000 in grant support (per site) for this two-year project. A multiprofessional scientific review committee was assembled with expertise in spirituality and palliative care. Each site's proposal was evaluated based on its plans to develop a model of spiritual care that included the systematic screening and assessment of patients' spiritual issues, the integration of patient spirituality into the treatment plan with appropriate follow-up, and a plan for ongoing quality improvement. Marketing of the RFP targeted southern California hospitals with a palliative care program. Nineteen proposals were received and peer reviewed in the competitive application process with nine hospitals selected for funding. Key target areas were selected as priorities from the Consensus Conference's recommendations as critical for the full integration of spiritual care into palliative care. Additionally, applicants were asked to address the implementation of these target areas through a commitment to interprofessional care (that includes board-certified chaplains on the care team), professional education and development of programs, and adoption of these recommendations into clinical site policies. In recognition that clinical staff may lack competencies as institutional change agents, this project identified several strategies to support the selected sites in their development of meaningful and sustainable culture change.
Selected sites, shown in Table 1, intentionally represent a broad range of palliative care programs (including two large public hospitals, an urban academic medical center, a comprehensive cancer center, a Veterans Administration hospital, and several community hospitals). These palliative care programs range from relatively new to well established and vary regarding the number of patients, services and resources available, as well as the structure and staffing of their palliative care programs. Sites were selected that had identified a strong commitment to create meaningful and sustainable improvements in their integration of spirituality into the delivery of palliative care. Sites articulated strategies to leverage these pilot improvements throughout their wider medical care systems.
Each site identified several key goals and objectives to be achieved with the resources from the grant. Several sites used grant resources to increase the number of staff devoted to the provision of spiritual care within their palliative care services. Other common goals included attention to staff education and training with programs developing curriculum and pathways for screening, history, and assessment. Adopting and implementing the use of established spirituality tools and models were also shared goals among the sites.
Documentation of spiritual care interventions varies greatly, with some programs having a standardized template for spiritual care screening in an electronic medical record, while other programs have a history of minimal documentation in handwritten progress notes indicating only that a spiritual care visit occurred. These variances provide a real-world reflection of the challenges inherent in standardizing best practices for the delivery of spiritual care.
Demonstration Project Structure and Roles
In 2010, a partnership was formed between the Archstone Foundation (as the funder), the City of Hope Medical Center located in Duarte, California (as the convening center), Vital Research (as the evaluation center), and the nine funded hospitals. The convening center coordinates the work of the demonstration sites and arranges monthly support phone calls with the sites, coordinates biannual in-person convening meetings, and provides additional expertise and mentorship support. A site mentor (a social worker with expertise in institutional change projects) visits each hospital program twice a year offering on-site consultation, education, and support. Mentoring site visits include grand rounds presentations, review of staff training plans, and consultation regarding implementation plans. Sites share concerns regarding sustainable change activities, addressing resistance, and effectively changing the culture of care within their institutions. These site visits assist the sites in demonstrating the effectiveness of their programs through quality improvement metrics that provide data in support of their sustainability plans.
Another critical role of the convening center is to act as a liaison among the sites and assist in identifying shared concerns and in sharing common tools, as shown in Table 2, for site-recommended resources to improve the delivery of spiritual care). Sites participate in monthly 90-minute phone calls that offer 45 minutes devoted to an educational topic determined by the sites (for example, a discussion regarding the selection of spiritual care screening tools, history and assessment tools, or interprofessional spirituality education for staff) and 45 minutes to operational issues, such as the evaluation process or institutional review board (IRB) issues. Sites voice appreciation for these opportunities to build community, as many palliative care chaplains work in relative isolation.
Christina Puchalski, MD of the George Washington Institute for Spirituality and Health (GWish), is the spiritual care consultant for the study, offering her experience and acting as a liaison to the GWish website (http://www.gwish.org/) which provides a wealth of spiritual care resources for the sites as they advance their programs. Additionally, the Spirituality and Health Online Education and Resource Center (SOERCE) offers an online location for educational and clinical resources in the fields of spirituality, religion, and health. The SOERCE site (http://www.gwumc.edu/gwish/soerce/) also provides a rich repository of spirituality materials developed by the demonstration programs.
Vital Research is the evaluation center of the program. Vital Research has a national reputation for quality evaluation research and provides the expertise and structure for the study metrics. In coordination with the program sites, Vital Research developed a series of tools to collect baseline and follow-up information from palliative care patients and staff regarding each program's provision of spiritual care services.
Vital Research is also responsible for the multi-site evaluation research framework and conducts the formative evaluation, process measures, and outcome measures from each of the sites. There is an extensive evaluation component to this study, with data collected quarterly regarding the process and outcomes of the program's efforts. Additionally, there is feedback collected following each monthly conference call and at the convening meetings. Representatives from Vital Research meet individually with each site to revise and clarify study objectives and review the evaluation methodology and reporting processes. Vital Research is also responsible for the management of a customizable, collaborative web-based application (“Onehub”) that is used to share drafts of site-developed materials and related spirituality resources.
Each site sends program representatives to the biannual convening meetings that are held in a central location. These periodic meetings provide rich opportunities for networking and sharing of strategies to develop best practices in integrating spiritual care into palliative care. In the first convening meeting, held in November 2010, the sites each provided a brief overview of their palliative care program and their staffing concerns (many expanded the number of board-certified chaplains on their team), and shared an overview of their project goals. There was an educational session regarding the recommendations of the Spirituality Consensus Conference as well as information regarding evidence-based spirituality tools and resources.
The agenda for each conference call and in-person meeting is driven from feedback from the participants. The second convening meeting, held in May 2011, provided sites an opportunity to highlight the progress that they have made on their goals and strategize with other teams regarding additional areas in which they need assistance. The third meeting, held in December 2011, again provided networking and support with a focus on institutional change strategies. This meeting opened and closed with rituals led by spiritual care professionals from two different sites and included examples of patient narratives that emphasize key spiritual care concerns.
Study Limitations
An important limitation of this project is the relatively small number of hospitals being studied in one state. Although steps were taken by the investigators to ensure that a wide variety of hospitals were selected, and that each of these offers services to a diverse patient population, these particular hospital systems are not representative of all U.S. hospitals. Each site also varies in regard to the maturity and robustness of its palliative care programs. These differences limit the generalizations that can be made from the eventual findings.
Implications for Practice
This project identifies strategies for effecting institutional change and resources to assist in improving the delivery of spiritual care. The project seeks to establish the feasibility of integrating spirituality into palliative care and provides examples of diverse settings as models of how this might be achieved. The demonstration sites have realized the importance of identifying spirituality champions who are key stakeholders in influencing institutional change. Sites have identified the importance of educating a wide range of staff (including palliative care professionals, as well as board members, administrators, housekeeping staff, and parking attendants). Identifying the appropriate roles for each discipline remains site-specific at present, with a range of professionals assigned to the provision of spiritual care within each location. The sites have reviewed existing tools and often found the need to make adaptations to better fit their specific needs and to better address the concerns of their unique patient populations.
Conclusions
In only the first year of funding, the nine project demonstration sites have targeted a wide range of goals designed to better integrate spirituality into palliative care. Although full study findings are not yet available, we encourage other foundations, programs, and health systems to consider strategies to replicate this work and begin the implementation of the Spirituality Consensus Conference recommendations to improve the delivery of truly comprehensive, compassionate whole-person palliative care.
Footnotes
Acknowledgments
The authors acknowledge the health case professionals in each of the nine sites of this Demonstration Project.
Author Disclosure Statement
No competing financial interests exist.
