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. Author manuscript; available in PMC: 2016 Sep 1.
Published in final edited form as: Am J Hosp Palliat Care. 2015 Jul 26;33(8):797–806. doi: 10.1177/1049909115594353

Table 1.

Description of Studies.

No. First author/year Type of tool Tool evaluated in patients/families
or providers; study design
Description Development process/source
Identified through pubmed search 1 Whitmer M (2005) Documentation
template
No ICU family meeting progress note that included
free-text space to document family concerns
expressed during the meeting
Based on process improvement research on
interdisciplinary communication
2 Hudson P (2008) Meeting guide/
agenda
No Outlines key agenda topics, including
introductions, determining understanding of
the purpose of the meeting, asking patients
about questions/concerns, determining what
the patient and family already know, addressing
predetermined objectives, and providing
resources and information
Literature review, expert panel, and focus
groups with physicians
Meeting planner No Eight steps to prepare for a family meeting,
including introducing and offering the family
meeting on admission of the patient, identifying
family member participants, identifying a
meeting leader from the clinical team and other
providers, and confirming meeting time and
location
Documentation
template
No Recommendations for what to document,
including attendees, decisions made, and
follow-up plan
3 Gueguen JA (2009) Training module Providers; pre–post A palliative care family meeting communication
skills training module for health care
professionals that was composed of 6 key
categories of skills particularly relevant to family
meetings to be taught during the training:
(1) establishing the consultation framework;
(2) information organization; (3) checking;
(4) questioning; (5) empathic communication;
and (6) shared decision making
Based on the Comskil conceptual model of
communication skills training evaluated the
module using participant satisfaction and
rating of self-efficacy in conducting family
meetings
4 Machare Delgado E (2009) Documentation
template
Patients/families; pre–post A multidisciplinary team and family meeting form
that includes a problem list, goals of care,
symptom assessments, and meeting attendees
Based on palliative care literature on
communication during family meetings
5 Ambuel B (2009) Meeting guide/
agenda
No “Fast Facts and Concepts” guide outlining process
steps for a family conference
Evidence-based summaries on select topics in
end-of-life care
6 Weissman DE (2009) Meeting planner No “Fast Facts and Concepts” guide outlining steps to
prepare for a family meeting, including
reviewing medical data, synthesizing
information, and identifying meeting leaders
and setting
7 Weismann DE (2009) Meeting guide/
agenda
No “Fast Facts and Concepts” guide for conducting
the early stages of a family meeting that
includes introductions, determining what the
family knows, and opening lines
8 Weismann DE (2010) Communication
strategy
No “Fast Facts and Concepts” guide for
acknowledging and responding to emotions
that arise during family meetings
9 Weissman DE (2010) Conflict
management
strategy
No “Fast Facts and Concepts” guide for developing a
strategy to address and manage conflict during
family meetings by addressing underlying causes
10 Fineberg IC (2011) Meeting guide/
agenda
No Meeting guide for structuring family meetings that
include introductions, agenda setting, review of
patient history, diagnosis, prognosis, care plan
and discharge plan, and follow-up
Analysis of videotaped and audiotaped family
meetings
11 Billings JA (2011) Meeting planner No Steps for preparing for family meetings, including
setting up an agenda and agreeing on goals,
identifying family invitees and determining staff
participation, and holding a premeeting staff
conference to reach agreement on how to
conduct the family meeting
Literature review of ICU family meetings
Meeting guide/
agenda
No Guide for conducting ICU family meetings in
situations in which the patient cannot
participate, including introducing participants,
assessing family understanding of the patient’s
condition, eliciting preferences for information
and decision-making, discussing what it is like
for the patient now, and exploring family beliefs
about what the patient would want
12 Sharma RK (2011) Meeting planner No Steps for preparing for family meetings with
consideration of cross-cultural issues, including
arranging for a professional medical interpreter
and meeting with interpreter before the family
meeting to review the purpose of the meeting
and relevant cultural information
Narrative review
Meeting guide/agenda No Guide for conducting palliative care family
meetings with consideration of cross-cultural
issues, including involving an interpreter, asking
the interpreter to state when he or she is
providing strict interpretation versus
interjecting his or her own comments, and
regularly checking in with family to evaluate
understanding
Identified via expert review 1 Lilly CM (2000) Meeting
guide/agenda
Patients/families; pre–post Agenda specifying 4 objectives: review medical
facts, discuss patient perspectives on EOL care,
agree on care plan, and agree on criteria for
judging success or failure of care plan
Not provided
Decision aid/
screener
Patients/families; pre–post List of clinical variables to determine the need for
a family meeting, including predicted length of
stay, predicted mortality, and change in
functional status
2 and 3 Nelson JE (2009) and
Penrod JD (2011)
Meeting planner Patients/families (Penrod only);
pre–post
Template outlining steps necessary to prepare for
a day 5 family meeting in the ICU, including
identifying a surrogate, establishing team
consensus on meeting goals, and preparing an
agenda
Literature review, expert consensus, survey
data
Decision aid/
screener
Patients/families (Penrod only);
pre–post
A screening tool that uses clinical variables to
determine the likelihood of a ≥5 days stay in the
ICU, including S/P cardiac arrest, advanced
malignancy, or multisystem organ failure
Family checklist Patients/families (Penrod only);
pre–post
Checklist to help prepare families to participate in
family meetings
Documentation
template
Patients/families (Penrod only);
pre–post
Template specifying key elements of family
meetings to be documented, including
attendees, patient participation, and topics of
discussion
4 Daly BJ (2010) Meeting guide/
agenda
Patients/families; controlled
clinical trial
Agenda specifying required family meeting
content, including a medical update, patient
values and preferences, goals of care, treatment
plan, and milestones for determining success or
failure of the treatment plan
Not provided

Abbreviations: ICU, intensive care unit; EOL, end-of-life care.