Unit 4: Advance care planning discussions
Learning objectives
By the end of unit 4, you will:
- Be aware of planned & unplanned discussions.
- Understand how cultural, religious, and family differences may influence decisions about future care.
- Consider approaches to advance care planning discussions with individuals with cognitive impairment.
- Understand the importance of debriefing after an advance care planning discussion
Previous experience with advance care planning
Reflective Activity
You may have a little or a lot of experience of advance care planning prior to completing this online resource. Whichever is the case, please take a few minutes to reflect on how you would approach these discussions or direct an individual to further support. You might want to think about the following:
- At what stage of an individual’s care should advance care planning be introduced?
- How might you prepare for an advance care planning discussion?
- How might you respond if an individual unexpectantly discusses wishes for future care?
- What advance care planning processes and forms are used in your organisation?
When is the right time for advance care planning discussions?
The right time is when the individual receiving care is ready. People will differ in their readiness for advance care planning discussions, each approach should be individualised, and steps taken to prepare individuals for these discussions. Unit 6 discusses the importance of timing and communication in advance care planning conversations.
Unplanned advance care planning discussions
In a community environment, advance care planning discussions can happen informally, at a time that may not have been expected. For example, individuals may initiate a discussion about future wishes and preferences for care or you may recognise a ‘cue’ which suggests they may want to plan for their future care.
It is important to recognise unplanned advance care planning discussions, as they provide insight into an individual’s wishes, and can be the trigger for more detailed conversations.
If an individual and/or those important to them start a discussion with you that you were not expecting, you may feel unprepared. The information provided in this resource is designed to support you to recognise and facilitate unplanned and planned discussions.
Planned advance care planning discussions
Planned advance care planning discussions are likely to happen during a scheduled home visit, providing time to prepare and consider the components most relevant to an individual at that time (see Unit 3 for an overview of the key components). This provides an opportunity for advance care planning to evolve over a series of discussions.
The table below provides advice on how an advance care planning discussion can be undertaken. Information in the table can be applied to planned and unplanned situations.
1. Preparation
- Check before the meeting whether the individual already has an advance care plan in place and/or has discussed this with those important to them. If so, this should form the basis of your discussion to ensure a personalised approach to shared decision making.
- It is also important to encourage the individual involved to have an advance care planning discussion with those important to them before the meeting. You could signpost to the section for individuals receiving care and those important to them within this resource or suggest they consider some of the topics covered in Unit 3.
- The following ‘Planning Ahead’ tool from Hospice UK may help individuals to start thinking about these issues and what is important to them.
2. Introducing the discussion
- Introduce the purpose of the discussion
- Discuss with the individual and those important to them whether they know what an advance care plan is, and why it is important. Some people may be confused by this term, so it is important to clarify what advance care planning is using language they are likely to understand. Issues around finding the words for advanced care planning discussions are covered in Unit 6.
- Establish and agree upon ground rules for the meeting, emphasising that all comments and viewpoints will be acknowledged and respected. Indicate the length of the meeting – up to 60 minutes is usually sufficient.
- Offer the opportunity for any questions or points of clarity.
3. Purpose of the meeting
- Outline and confirm the purpose of the meeting, which is to support the individual and those important to them to discuss wishes and preferences for care to enable a personalised future care plan to be completed. (If possible, the plan should be written-up following conversation rather than during so you can focus on facilitating the discussion).
- Identify any concerns or questions that the individual or family / carers may have – prioritise these and confirm which can be dealt with at the meeting.
- Clarify if any specific decisions need to be made.
4. Determine what is already known
- Has the individual previously considered their own preferences and wishes and have these been shared with anyone?
- If an advance care plan is already in place, ensure this forms the basis of the conversation and consider if this needs to be reviewed.
- If necessary, provide further information on the individual’s current plan of care.
5. Advance care planning
- Talk through each component outlined in Unit 3 of this resource as necessary and provide information and support to allow the individual to make informed decisions about each area at a pace tailored to their needs.
- Remember – advance care planning can involve a series of discussions.
- During the discussion, check in with the individual and those important to them to see whether the discussion is valuable and is meeting their needs.
- If necessary, consider taking a short break to give those present time to digest information, and then allow some time to re-focus.
6. Concluding the discussion
- Summarise the discussion and check understanding.
- Offer another opportunity for questions, comments, and concerns – signpost to other resources they can look at for further information.
- Check consent to share information to identify from the individual who information can be shared with and ensure this is recorded.
- Record the advance care plan and share decisions – the process for this is outlined in Unit 5.
You can download a detailed overview of the steps involved in an advance care planning conversation as a PDF.
In case of distress: It is helpful to consider different support protocols you could use in case anyone taking part in the process becomes distressed during advance care planning conversations. We have provided an example of a distress protocol you could use.
In the video below, Community Nurses discuss their ‘top tips’ for preparing for and facilitating advance care planning conversations.
Advance care planning with individuals with cognitive impairment
It is important that the wishes and preferences of individuals with cognitive impairment, including Dementia, are captured in their advance care plan where possible. When thinking about advance care planning with individuals with cognitive impairment it is important to:
Involve family / carers but do not exclude the individual with cognitive impairment. They may have a high degree of understanding even if they cannot communicate it.
Slow down your rate of speech to ensure that the individual has as much chance to follow and be involved as much as possible.
Look out for non-verbal communication, such as body language or facial expressions suggesting worry or distress.
Use your knowledge of the individual to help to set the discussion in the context of health issues and experiences that will be familiar to them.
Allow time for feedback. Ask for example, ‘what is your understanding …?’, ‘what do you think now that we have discussed …?’
Repeat back to an individual your understanding of what they have said.
Ask short questions and give the individual time to answer.
Avoid jargon, and use clear, concise, direct language to avoid confusion.
With thanks to Dr Karen Harrison-Dening, Dementia UK.
Diversity, sensitivity, and inclusion in advance care planning communication
It is importance to have an awareness of how an individual’s personal, cultural, and religious background may impact on their approaches to health and decision-making about it.
Preferences for treatments
For example, an individual’s spiritual beliefs may have an impact on their views towards use of life-sustaining treatments or the use of sedation towards the end of life.
Inclusion of family
There may also be cultural variations on the importance of family centred decision-making versus individual decision-making which may influence the role of the family / carers in end-of-life care and decision-making.
Language and expectation
Cultural or language differences can lead to misunderstandings about the purpose of advance care planning. Therefore, you may need to make sure that someone is able to act as an interpreter (ideally not a family member) in advance care planning conversations, and to take time to check the individual’s understanding of their condition and of the possible options available to them. If an interpreter is not available, technologies such as Google Translate and Google Lens may offer a useful aid to support translation of ACP information into other languages.
Avoiding assumptions
It is not appropriate to make assumptions about approaches towards advance care planning based on an individual’s ethnicity, cultural or spiritual background, sexual orientation or identity. Advance care planning is individualised approach which aims to avoid assumptions and generalisations of any kind. The most important things are awareness of the need for cultural sensitivity, flexibility and listening; and seeking further advice and support if necessary.
Family unit
Family structures are diverse. Individuals in LGBTQ+ relationships need to be included in decision-making in the same way as heterosexual partners. Ensure that you do not make assumptions about the nature of a relationship.
Sight, speech, or hearing impairment
Ensure the needs of everyone are considered during conversations –provide access to any necessary communication support including communication aids, specialist speech and language support and involvement from those important to the individual.
The importance of reflective practice and debriefing
After facilitating an advance care planning discussion, it can be helpful to reflect on the process and debrief with a colleague where possible. This can help you identify the positive aspects of your advance care planning practice and consider how you might approach a conversation differently in future.
Reflective practice
Engaging in reflective practice provides an opportunity for you to process your thoughts and gives structure to learning from experiences. We encourage you to engage in reflective activity after an advance care planning discussion.
Gibbs Reflective Cycle (Gibbs, 1988) is a framework that can be used to support reflective practice. It is important to consider each of the six stages and to ask yourself the following questions when reflecting on your personal experience after an advance care planning discussion.
1. Description
Write a description of the experience. What happened? What did you want to happen?
2. Feelings
What were you thinking and feeling during the situation? What do you think other people were feeling? What did you feel after the situation?
3. Evaluation
What was good and bad about the experience? What went well? What did not go as well as you might have hoped?
4. Analysis
Why did it go well? Why didn’t it go well? What sense can you make of the situation?
5. Conclusion
What did you learn from this situation? What could you have done differently and how might this have led to a different outcome?
6. Action plan
How will you deal with similar situations in the future? What would you do differently? How will you develop the skills that you need?
It is important to note that there are alternative models of reflection suited to your nursing practice and you may prefer to us another model. These include:
- Driscoll’s model
- Atkins & Murphy model
- Butcher & Whysall’s Model
You may like to record these reflections as part of a professional portfolio to demonstrate continuing professional development. Within the resources section we have provided a link to the Nursing and Midwifery Council’s reflective accounts form template, which is part of a UK registered nurse’s revalidation portfolio.
Debriefing after an advance care planning discussion
It can be helpful to debrief with a colleague after an advance care planning discussion. There are a number of reasons for this:
- Check: you may want to check decisions made by your patient with a senior member of staff to verify they are the most appropriate care options.
- Questions: you may have questions that were raised in the discussion that you wish to seek clarity on, for example particular services that were requested by the patient or their family/carer.
- Advice: you may wish to seek advice from a colleague about things which were discussed during the advance care planning discussion, for example decisions about care which may still be outstanding.
- Reflect: you may wish to reflect on your own handling of the discussion with a colleague. What went well? What could you improve on next time? How might you conduct the conversation differently in the future?
- Share: you may feel upset about the advance care planning discussion you had with your patient and their family. In this instance, it would be helpful for you to share and process your emotions with a colleague so they can offer you support.
Recording advance care plans
Following an advance care planning discussion, you will need to record the decisions that have been made for the individual’s care as an advance care plan. Details of how you can record and share advance care plans are covered in the next unit.