Redefining the Planning in Advance Care Planning (ACP)

April 21, 2016

ACP is an ongoing process in which an individual discusses their goals, values, beliefs and treatment preferences with their families and HCPs to inform their current and future health care choices. As more Americans are faced with advanced illness and aging with multiple chronic health conditions, ACP can guide individuals with decision-making capacity on future health care choices should they become unable to participate directly in their own care. ACP can help ensure that patients receive care that is consistent with their wishes and provide guidance to families to reduce their decision-making burden in following these wishes.

This webcast will discuss the steps involved in ACP and the important role of the HCP in initiating these discussions as part of routine patient care.

Learning Objectives
At the end of this educational activity, participants should be able to

  • Discuss the importance of ACP at any stage of life, particularly for the general elderly population
  • Describe ways to initiate ACP conversations with patients, families and providers and identify potential barriers to initiating these conversations
  • Explain the steps involved in developing a comprehensive ACP and why this should be part of routine patient care
  • Explain the importance of living wills and other advance directives in ensuring patients receive the medical care they want, avoid unnecessary suffering and relieve caregivers of decision-making burdens during moments of crisis or grief

Rebecca SudorePresenter
Rebecca Sudore, MD, MSc
Associate Professor of Medicine
Division of Geriatrics
University of California, San Francisco
San Francisco, California

About the Presenter
Rebecca Sudore, MD, MSc is a geriatrician, hospice and palliative care physician, Veteran's Affairs staff physician and an associate professor at the University of California, San Francisco. Dr. Sudore conducts research on improving advance care planning and medical decision making for diverse, vulnerable older adults with limited health literacy. She has designed and tested an informed consent process for patients with limited literacy and an advance directive that is both literacy and culturally appropriate ( Both interventions have been shown to benefit patients; particularly those with literacy and/or language barriers. Her current research program is focused on creating and testing culturally and literacy appropriate tools to help patients engage in advance care planning. She developed a new paradigm of advance care planning that focuses on preparing diverse, older adults to communicate their evolving wishes over time and to make real-time, complex medical decisions over the course of chronic and advanced illness. She recently launched the PREPARE website ( which walks patients and their families through an easy, step-by step process to prepare for communication and medical decision making. The goal of this work is to better enable patients to engage in the advance care planning process and to make informed medical decisions over the life course and at the end-of-life.

Disclosures of Relevant Financial Relationships
In accordance with the ACCME Standards for Commercial SupportSM, OptumHealth Education requires all those involved in the development of activity content to disclose their relevant financial relationships. An individual has a relevant financial relationship if such person (or their spouse/partner) has a financial relationship in any amount occurring in the last 12 months with a commercial interest whose products or services are discussed in the activity content over which the individual has control. OptumHealth Education ensures that the content is independent of commercial bias.

Faculty Disclosure
Rebecca Sudore, MD, MSc has indicated that she has no relevant financial relationships.

Activity Planners
Sarah Chart, RN
Senior Director
OptumHealth Education

Rebecca Gleason, RN
Activity Manager
OptumHealth Education

Activity Planner Disclosures
All of the planners reported that they are employees of and own stock in UnitedHealth Group.

Method of Participation
There are no fees for participating in or receiving credit for this activity.
For information on applicability and acceptance of continuing education credit for this activity, please consult your professional licensing board.

Participants will receive a certificate upon successful completion of the activity, which includes the following:

  • Completing the entire activity
  • Completing the Pre- and Post-activity Assessments, Activity Evaluation, and Application for Certificate of Credit forms

You must be logged into your account to participate in this activity. Get started by clicking “Begin” and viewing the “CE Info”; then follow the prompts at the bottom of the screen. At the end of the activity, you will be able to view, save or print your certificate of participation. The Area of Practice you indicated in your profile corresponds with your certificate type. A complete listing of all of your activities can be found under “My Account”, “My Activities.”

Accreditation Statement
OptumHealth Education is accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE) and the American Nurses Credentialing Center (ANCC) to provide continuing education for the health care team.

Credit Designation Statements
OptumHealth Education designates this enduring activity for a maximum of 1.00 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

The American Academy of Physician Assistants (AAPA) accepts credit from organizations accredited by the ACCME.

The participant will be awarded up to 1.00 contact hour(s) of credit for attendance and completion of supplemental materials.

Nurse Practitioners
The American Academy of Nurse Practitioners Certification Program (AANPCP) accepts credit from organizations accredited by the ACCME and ANCC.

Case Managers
The Commission for Case Manager Certification has approved this program for a maximum of 1.00 clock hour(s) for Certified Case Managers (CCM).

AAPC-Certified Coders
AAPC will honor 1-for-1 CEUs for any live event offering CME credit or AMA PRA Category 1 Credit™. A certificate of attendance or completion is necessary to show participation. The certificate will give the total CMEs possible for the offering. Physicians are advised to claim only the actual hours that they were present during the education. We ask that AAPC-certified members abide by this request also. One hour of instruction is worth 1 CEU.

Social Workers
This event is co-sponsored by R. Cassidy Seminars

Satisfactory Completion
Participants must have attended the entire seminar and completed an evaluation in order to receive a certificate. Failure to attend the entire seminar will result in forfeiture of credit for the entire course. No exceptions will be made. Partial credit is not available.

R. Cassidy Seminars, ACE provider #1082, is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB), through the Approved Continuing Education (ACE) Program. R. Cassidy Seminars maintains responsibility for the program. Approval Period: April 15, 2015-April 15, 2018. Social workers should contact their regulatory board to determine course approval. Social workers participating in this course will receive 1 continuing education clock hour.

CA: The Board of Behavioral Sciences has deferred CE course approvals to APA and ASWB for its licensees. See those approvals under Psychologists and Social Workers.

NY: R. Cassidy Seminars is recognized by the New York State Education Department's State Board for Social Work as an approved provider (#0006) of continuing education for licensed social workers. This program is approved for 1 contact hours.

OH: Provider approved by the Ohio Counselor, Social Worker and Marriage and Family Therapist Board for (1) clock hours, #RCST110701.

Disability Access: If you require ADA accommodations please contact our office 14 days or more before the event. We cannot ensure accommodations without adequate prior notification.

Please Note: Licensing Boards change regulations often and while we attempt to stay abreast of their most recent changes, if you have questions or concerns about this course meeting your specific board’s approval, we recommend you contact your board directly to obtain a ruling.

A certificate of attendance will be provided to learners upon completion of activity requirements, enabling participants to register with licensing boards or associations that have not been pre-approved for credits. To apply for credit types not listed above, participants should use the procedure established by the specific organization with which they wish to obtain credit.

Provided By
This activity is provided by OptumHealth Education.

Commercial Support
This activity is supported by OptumCare.

Hardware/Software Requirements
To view this activity you will need Internet Explorer 7.0+ or Firefox 3.0+ with Windows Media Player 9+, RealPlayer 12+ or Adobe Flash Player 9+. Be sure to disable any pop-up blocking software prior to beginning this activity.

Target Audience

These materials are intended only for those that attended the live webcast on Thursday, April 21, 2016.

This activity is designed to meet the educational needs of physicians, nurses, case managers, social workers (all practice types) and other health care professionals (HCPs) who have an interest in advance care planning.

Activity summary
Available credit: 
  • 1.00 AMA - Physicians
  • 1.00 ANCC - Nurses
  • 1.00 Attendance - General Attendance
  • 1.00 CCMC - General - Case Managers
  • 1.00 ASWB - Social Workers
Activity opens: 
Activity expires: 
Event starts: 
04/21/2016 - 1:00pm EDT
Event ends: 
04/21/2016 - 2:00pm EDT
United States

Available Credit

  • 1.00 AMA - Physicians
  • 1.00 ANCC - Nurses
  • 1.00 Attendance - General Attendance
  • 1.00 CCMC - General - Case Managers
  • 1.00 ASWB - Social Workers
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