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June/July
2015
- Volume 9, Issue 3
Evaluation of quality of life instruments in a palliative
care context: an integrative literature review
(
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Asma Mohammad
Younis Nizar Al Bulushi (1)
Kim A Critchley
(2)
(1) Master
of nursing, University of Calgary, Qatar
Advanced Nurse Practitioner, Hamad Medical Corporation
(2) Dean and CEO, University of Calgary, Qatar
Correspondence:
Kim A Critchley
Dean and CEO
University of Calgary in Qatar
Email: kacritch@ucalgary.edu.qa
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Abstract
Quality of life (QOL) research has been identified as
a priority for nursing. A wide variety of QOL instruments
have been developed to address a number of domains such
as physical, functional, emotional, and social well-being
(Corner & Baliey, 2008, & Stewart). It has been
proposed that meaning should also be included, as well
as purpose, spirituality and grief (Sepúlveda,
Marlin, Yoshida, & Ullrich, 2002). Evaluation of
QOL instruments in palliative care is an important research
priority. Considerable research has addressed the QOL
and quality of care aspects for palliative patients,
but there has been limited evaluation of the measurement
technique for both in the Middle East. To the authors'
knowledge no studies have been conducted to explore
this issue in the Middle East, and certainly not in
Qatar. Therefore, this project promises to develop a
new insight into the importance of evaluating the QOL
measurement instruments that could potentially be used
in the palliative care unit in Qatar. The overall objective
of this paper was to examine the findings of an integrative
literature review for the purpose of determining cultural
adaptations and validations of instruments needed to
evaluate the QOL of patients in palliative care, and
to discuss the use of these instruments in the Middle
East context.
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Introduction
The known lifestyle changes required for health, and the scientific
advancements made in the health care system to date, have
increased life expectancy among cancer patients in developed
countries (Bingley, & Clark, 2009, Jassim, & Whitford,
2013). The incidence of people living longer with a diagnosis
of cancer has increased, and as a result, there is a greater
need for cancer care (Bingley, & Clark, 2009, Jassim,
& Whitford, 2013). Palliative care is a very important
part of this cancer care.
Palliative care is a philosophy of care whose efforts improve
the QOL of patients and their family members. This is done
in the process of coping with death through early identification,
prevention and relief of suffering, evaluation of treatment
appropriate to physical, psychosocial and spiritual problems
(Corner & Baliey, 2008). Palliative care is defined as
an approach that improves QOL for patients and their families
who face the problems associated with life-threatening illness,
through the prevention and relief of suffering by means of
early identification, assessment and treatment of pain and
other problems, physical, psychosocial and spiritual (Sepúlveda,
Marlin, Yoshida, & Ullrich, 2002). The goal of palliative
care is recognized to include health related quality of life
(HRQOL), as well as spirituality, loss and grief, family involvement
and coping.
In palliative care QOL is an important concept and a center
of focus in the identification of the overall patient condition,
and is an outcome measurement process (Kaasa, & Loge,
2003). The quality of care that is provided to patients in
the last few months of life has a significant influence on
both patients and their families (Stewart, Teno, Patrick,
& Lynn, 1999). QOL has a wide range of different complex
concepts that fall under it. These have led to the development
of different measurements instruments (O'Boyle, & Waldron,
1997). Because of this, it is important to document the QOL
experiences of dying patients and their families. As such,
this information could help in the assessment of quality of
care outcomes across the setting. It could also evaluate efforts
to improve quality of care, which would in turn improve QOL
(Kaasa, & Loge, 2003).
Despite the widespread use of the QOL concept, no standardized
or precise definition exists (Kaasa, & Loge, 2003). The
concept of QOL has been defined as an individual's perception
of his/her position in life, in the context of a culture system
value, where the individual lives in relation to his/her goals,
expectations, concerns and standards. It is also connected
to the individual's physical health, psychological state,
and level of independence, social relationships, environmental
factors and personal beliefs (World Health Organization, 1997).
In the health care system QOL is a concept that is related
to symptoms, functioning, psychological and social wellbeing,
and not fully related to meaning and fulfillment (Kaasa, &
Loge, 2003). This definition is a multidimensional health-oriented
concept which has been named HRQOL (Kaasa, & Loge, 2003).
Despite a lack of consensus for a definition of the term QOL,
there are various instruments intended to measure such a construct
from different perspectives. In this context, studies have
been developed to validate instruments to evaluate QOL in
the field of palliative care. The purpose of this study is
to explore these various instruments that have been tested
to measure QOL, and to determine the adequate QOL instruments
in the palliative context. This information will then be used
to facilitate the decision making process about the most appropriate
instruments to be used in clinical practice and research in
Qatar.
Palliative care in the Middle
East
Palliative care is a new philosophical understanding or concept
in health care within the Middle East. It was in Saudi Arabia
where the notion of palliative care was pioneered, and where
palliative care as a concept, was first introduced into the
health care system in 1992 (Zeinah, Al-Kindi & Hassan,
2013b). The concept of palliative care was only recently introduced
into the health care systems of the majority of countries
in the Middle East including Qatar, United Arab Emirates,
Bahrain, Palestine and Iraq, Oman and Lebanon. These countries
are establishing a localized provision, or are in the building
phase of introducing palliative care (Zeinah, Al-Kindi &
Hassan, 2013b). As such, the integration of palliative care
services in most of the Middle East countries has been shown
to improve QOL for both the patients and their families. (Zeinah,
Al-Kindi & Hassan, 2013b). In knowing this, assessment
of QOL at the end of life is an important aspect to measure;
however, researchers continue to struggle with the best way
to measure QOL (Bentur, & Resnizky, 2005). This may be
related to the unique characteristics of patients treated
in palliative care making QOL a subjective concept.
Palliative Care in the State
of Qatar
The State of Qatar is a wealthy country and is making tremendous
strides in health and research innovation, yet it is considered
to be in the developing phase in relation to palliative care
(Zeinah, Al-Kindi, & Hassan, 2013A). The National Center
for Cancer Care and Research (NCCCR) was established in Qatar
in 2004, with a forty six bed capacity that provides cancer
care. It is the only advanced cancer center in Qatar, and
it is treating more than six hundred cancer patients each
year from various nationalities and cultural backgrounds (Zeinah,
Al-Kindi & Hassan, 2013b). The NCCCR offers advanced medical
oncology care, radiotherapy, chemotherapy and pain management,
as well as specialized laboratory services. The vision and
mission of the NCCCR is incorporated within the Qatar National
Cancer Strategy. For example, excellent standards, patient
centered care and promotion of collaborative multidisciplinary
team work are the key for the achievement of the best outcomes
for patients.
The concept of palliative care was established in the State
of Qatar in July 2008 with a ten bed unit specialized in caring
for patients within the philosophy of palliative care. The
objectives of the care provided within this unit are to improve
the QOL for cancer patients and their families, and to achieve
the best QOL outcomes by relieving suffering, controlling
unrelieved distressing symptoms associated with cancer such
as pain, and restoring physical and functional abilities.
The information on QOL in the Middle East region is extremely
specific in characteristics because of the unique cultural
norms and values of the people living in this region (Jassim,
& Whitford, 2013). Therefore it is essential that both
researchers and practitioners ensure that whatever tool is
used, it is measuring the goals of the services offered, and
is valid for the country, culture and target population (Bentur,
& Resnizky, 2005). Most of the QOL measurement tools were
developed or designed for the English language, and because
of this, evaluating the QOL in terminally ill patients in
the Middle East may be difficult as there is a need to adopt
and translate these tools, and test the reliability and validity
of the intended tool. However, to date, little information
of this nature is available in the Middle East.
Objective of the project
The overall objective of this project was to complete an integrative
literature review to analyze International studies for the
purpose of determining cultural adaptations and validations
of instruments needed to evaluate the QOL of patients in palliative
care. The project then explored the use of these instruments
in the Middle East context.
Research Question
To achieve the main objective the following research question
will be addressed.
1) Which instruments used to evaluate the QOL for patients
in Palliative Care have been validated and published?
2) Which instruments, if any, have been used to evaluate
the QOL for patients in Palliative Care units in the Middle
East?
3) Which instruments could potentially be used to evaluate
QOL for patients in the Palliative Care unit in Qatar?
Method
To address the questions as stated above, a complete analysis
of the literature was conducted. The literature review stages
for problem formulation, data collection methods, data evaluation,
data analysis and interpretation and data presentation were
complied for research synthesis (Cooper, 1998). These Cooper
Stages (Cooper, 1998) for research synthesis were adapted
to interpret and analyze the selected papers in order to extract
the needed information to answer the research questions. To
determine the sample, scientific papers published in periodicals
electronic databases were searched, such as CINAHL, Medline,
Family & Society Studies Worldwide; Health Source: Nursing/Academic
Edition; Middle Eastern & Central Asian Studies; Psychology
and Behavioral Sciences Collection; SocINDEX with Full Text
and PubMed from 1995-2014. The descriptors and search terms
were identified with the University of Calgary in Qatar public
services librarian. The descriptors which included hospice
care, palliative care and terminal care were associated through
the Boolean connector "AND", with QOL in English.
The search was restricted to validation studies and to studies
whose full text was available online. Literature was reviewed
from the Western World as well as from the Middle East in
the English language. The guiding questions of the study were
taken into consideration during the search process. A total
of 297 papers were found from the identified databases. The
titles and abstracts were screened, and as a result, twelve
articles were identified to be duplicated under more than
one descriptor. The duplication articles were identified by
using the RefWorks process. In the end, 271 articles were
excluded as irrelevant according to inclusion and exclusion
criteria as described in the method section. Twenty-one (21)
articles met the inclusion criteria for this study.
All of the selected papers were quantitative validity studies
which were conducted to validate various QOL instruments in
the palliative care context. The studies were conducted in
different countries; three studies were conducted in the United
Kingdom, three in South Korea, two in Canada, two in Spain,
one in German , one in Poland, one in Greece, one in India,
one in France, one in Mexico, one in Taiwan, one in Israel,
one in Italy, one in Sweden, and one in Norway. Thirteen different
instruments were translated into various languages and validated
in these different cultural contexts. A total of 13 different
QOL instruments used in the area of palliative care were obtained
for the purpose of this project.
Quality of Life Assessment Instruments
Studies have shown that many QOL instruments have been developed
and are used to assess the QOL for cancer patients in the
palliative care context (Catania, Costantini, Beccaro, Bagnasco,
& Sasso, 2013, O'Boyle, & Waldron, 1997, Singh, 2010).
The purpose of these QOL instruments are defined for research
purposes, to assess cancer patients' QOL, support clinical
practice, measure care outcome and improve patient's QOL at
the end of life (Catania et al., 2013, Salisbury et al., 1999).
Multidimensionality and subjectivity are the main standards
for the QOL measurement tool in the health care system (O'Boyle,
& Waldron, 1997, Salisbury et al., 1999). Most of QOL
instruments cover the following main domains: physical, psychological,
social, body image and sexual functioning (O'Boyle, &
Waldron, 1997). Cancer patients' QOL measurement in palliative
care need to be covered by different domains which help to
determine the type of instruments required (Patrick, &
Deyo, 1989, Wiebe, Guyatt, Weaver, Matijevic, & Sidwell,
2003). There are two different types of QOL instruments; generic
and disease specific QOL instruments (Patrick, & Deyo,
1989, Wiebe et al., 2003).
Generic QOL instruments are applicable for a wide range of
diseases and across different medical interventions (Coons,
et al., 2000). These identified instruments are multidimensional
that include different QOL domains like physical, psychological
and social aspects (Patrick, & Deyo, 1989, Wiebe, et al.,
2003). The instruments measure the concept of the QOL in a
broad way across various health condition types and severities,
therefore these instruments are applicable to patients with
more than one medical condition but often lack to responsiveness
to change (Patrick, & Deyo, 1989, Wiebe, & et al.,
2003, Kaasa, & Loge, 2003). An example of the generic
measure is the Sickness Impact Profile (SIP). The SIP measures
sickness impact on the physical, psychological and social
aspects of patient life (Patrick, & Deyo, 1989).
Disease Specific QOL instruments are designed to measure the
QOL of patients with specific disease categories and are focused
to evaluate clinically important changes (Patrick, & Deyo,
1989, Garratt, Schmidt, Mackintosh, & Fitzpatrick, 2002).
These instruments provide great details about the impact of
illness on patients' QOL (Patrick, & Deyo, 1989, Wiebe,
& et al., 2003, Garratt, & et al., 2002).
Disease specific QOL instruments focus on health aspects which
are important to specific health problems in regard to cancer
(Patrick, & Deyo, 1989, Wiebe, & et al., 2003, Garratt,
& et al., 2002). The items in these instruments are designed
to use various wording for items and instructions that are
tailored to specific diseases. For example, cancer specific
instruments items are focused on nausea, vomiting and cancer
treatment related side effects (Patrick, & Deyo, 1989,
Wiebe, & et al., 2003, Garratt, & et al., 2002). Disease
specific instruments are multidimensional as they evaluate
physical, social, and psychological aspects. These instruments
are based on the nature of subjectivity to report symptoms
and feelings of wellbeing (Kaasa, & Loge, 2003). Domain
specific instruments evaluate specific health related QOL
domains such as fatigue, pain or psychological distress and
are sensitive to detect changes in the QOL related to the
specified domain (Kaasa, & Loge, 2003). Assessments of
the QOL often require a combination of generic, disease specific
and domain specific instruments based on the study aim and
purpose (Kaasa, & Loge, 2003).
Through this integrated literature review, the following QOL
instruments used in the palliative care context have been
selected for a closer review. They include:
1. The EORTC QLQ-C15-PAL (The European Organization for Research
and Treatment of Cancer)
2. The Palliative Care Outcome Scale (POS)
3. The Support Team Assessment Schedule (STAS)
4. MC Master Quality of Life Scale (MQLS)
5. The McGill Quality of Life Questionnaire (MQOL)
6. Hospice Quality of Life Scale
7. Quality of Life at the End of Life (QUAL-E)
8. Palliative Care Quality of Life Instrument (PQLI)
9. Functional Assessment of Chronic Illness Therapy (FACIT)
10. MVQOLI (Missoula Vitas Quality Of Life Index)
11. Edmonton Symptom Assessment Scale (ESAS)
12. European Organization for Research and Treatment of Cancer
Quality of Life Questionnaire-Core 30 (EORTC QLQ-C30)
13. European Organization for Research and Treatment of Cancer
- Lung Cancer (LC13) questionnaire
Discussion
Multidimensional Aspect of QOL Instruments
Thirteen different QOL instruments were identified and thoroughly
reviewed for this integrated literature review, and were acknowledged
for their ability to measure various aspects of QOL. The number
of various instruments could be related to the concept of
QOL itself, as it is a difficult concept to be defined. Because
of this, different QOL instruments exist to measure various
aspects of QOL (O'Boyle, & Waldron, 1997, Salisbury et
al., 1999). All of the instruments examined captured the physical,
psychological, and social aspects of the QOL. However, measurements
of suffering and the meaning of life were not acknowledged.
Failure to recognize these important aspects of QOL is therefore
recognized as a limitation to the use of most of the tools
described (Moro, & et al., 2006).
The meaning of life is considered to be an important determinate
for QOL measurement in the palliative care context. However,
only 2 QOL instruments, the McGill QOL questionnaire and the
Palliative Care Outcome Scale (POS), captured or addressed
this aspect in their measurements. For instance, the McGill
QOL questionnaire captured 4 domains of QOL: physical, psychological,
existential well-being and support. The existential well-being
domain included meaningful existence, control over own life,
feeling good about oneself and feeling that every day is a
gift/burden (Cohen, Mount, Strobel, & Bui, 1995). The
support domain included achieving one's goals, feeling that
life is worthwhile, feeling that the world is caring and feeling
supported (O'Boyle, & Waldron, 1997, Cohen et al., 1995).
The authors acknowledge that the failure to address the patient's
meaning of life is a limitation to the use of their instruments.
In the current review four studies addressed the validity
of the McGill QOL instrument.
First, the McGill Quality of Life questionnaire (MQOL-Taiwan
version) validated the instrument on a sample of 64 Taiwanese
patients with terminal cancer. The study validated the (MQOL-Taiwan
version) for clinical and research use in Taiwan. The second
study validated the McGill Quality of Life Questionnaire in
hospice settings in Israel on a sample of 160 advanced cancer
patients. The study concluded that the instrument is appropriate,
reliable, and valid for the culture and Language of the Hebrew
patient population. The third study validated the McGill Quality
of Life Questionnaire in the palliative care setting in Canada
on 143 patients with advanced cancer patients. The study findings
suggest the tool is valid for the palliative care context
in Canada. The fourth study validated the Korean version of
the McGill Quality of Life Questionnaire on a sample of 140
palliative cancer patients. The study findings demonstrate
strong reliable and validity scores for the instrument.
The Palliative Care Outcome Scale (POS) captures the meaning
of life, life worthwhile and self worth aspects, however,
it did not assess suffering (McMillan, & Mahon, 1994,
Eischens, Elliott, & Elliott, 1998, Stevens, Gwilliam,
A'hern, Broadley, & Hardy, 2005). One study that tested
the POS reported some limitations in capturing the spiritual
aspect for terminally ill cancer patients. It recommended
the instrument to be expanded in certain areas to capture
the spiritual domains and assess the patients' spiritual needs
(Bausewein, & et al., 2005). In the review of four studies
identified, the POS instrument proved to be a valid and reliable
instrument to be used in the palliative care context. The
first study validated the German version of the instrument
on a sample of 118 advanced cancer patients. The authors concluded
the instrument is valid and well accepted by the patients
and staff. The second study validated the instrument in the
United Kingdom on a sample of 262 cancer patients in the palliative
care context. In this study the authors concluded the validity
of the tool. A third study validated the scale in Argentina
on a sample of 65 patients with cancer as well as 20 professionals.
This study indicated that the Argentine POS is a valid and
reliable measure of palliative care outcomes with advanced
cancer patients. The fourth study validated the instrument
in Spain on a sample size of 117 patients with advanced cancer.
The results of the study proved a strong validity of instrument
for use in the palliative context.
The Edmonton symptom assessment scale (ESAS) has identified
that failure to address the meaning of life is a limitation
in the use of this tool. In this study, authors reported that
the ESAS has a limitation as it does not measure the suffering
in cancer patients at the end of life (Moro, & et al.,
2006, Nekolaichuk et al., 2008, Chang et al., 2000). The instrument
measures the symptoms only in certain measurement levels and
lacks the individual patient's experiences and expression
(Moro, & et al., 2006, Nekolaichuk et al., 2008, Chang
et al., 2000). In an additional study examining a review of
the Italian version of the ESAS, a sample size of 83 in- patients
and 153 home care cancer palliative patients were tested.
The instrument was considered to be valid and reliable for
physical symptoms assessment in the palliative context. The
authors recommended the need for internal validity testing
to be completed (Moro, & et al., 2006).
The Quality of Life at the End of Life (QUAL-E) instrument
evaluates various important QOL domains at the end of life.
These include the life completion aspect which explores the
relationship with others, interpersonal connections, and the
ability to help others (McAdams, & De St Aubin, 1992).
The ability to help others is related to the generativity
in the life span context theory of personality development
(McAdams, & De St Aubin, 1992). The generativity has been
identified as a concern in establishing and guiding the next
generation, and it is considered as a key element in adulthood
and in the end of life (McAdams, & De St Aubin, 1992,
Steinhauser, & et al., 2004). Only one study in this author's
review validated an instrument in Canada. This was completed
on a sample of 464 patients with advanced cancer and concluded
that the tool is valid to assess QOL for patients with advanced
cancer.
Subjective Aspect of QOL Instrument
Thirteen QOL instruments identified the subjectivity of the
QOL concept in that each patient has different values, needs
and priorities in regard to QOL (Moinpour, Feigl, Metch, Hayden,
Meyskens, & Crowley, 1989, Salisbury et al., 1999, O'Boyle,
& Waldron, 1997). This is an important point for consideration
in the palliative care context as it places patient value
and autonomy as core to the concept of QOL (Salisbury et al.,
1999). The use of subject language allows for the measurement
of individual patient's experiences. With this understanding,
care can be designed according to the patient's needs and
preferences (Byock, & Merriman, 1998). Many QOL instruments
have been used to measure the QOL for cancer patients who
are not in terminal stages (Salisbury et al., 1999). It is
important to understand the differences in QOL at the end
of life, and that these differences will change for the same
patient during the last days of life (Salisbury et al., 1999).
Patient ratings for the symptoms assessment is considered
to be the gold standard. However, in the current review, 6
studies acknowledged subjectivity a limitation of the study
due to the often sudden deterioration in patient conditions
at end of life (Salisbury et al., 1999, Nekolaichuk et al.,
2008, Nicklasson, & Bergman, 2007, Bentur, & Resnizky,
2005, Kim et al., 2009, Kim et al ., 2006 Hearn, & Higginson,
1999). Measuring the QOL for terminally ill cancer patients
is a challenge as with this stage of the disease, it can be
difficult to get data from the patients themselves. This is
often related to the dramatic changes in cancer patients'
health status at the end of life (Catania, Costantini, et
al., 2013, Salisbury et al., 1999). Measuring changes in the
patients' health conditions over time will help health care
providers to assess care and measure outcomes. However, the
Palliative Care Outcome Scale (POS) instrument acknowledged
this challenge of rapid changes in the health status of terminally
ill patients and viewed this as an opportunity to assess patients
at different time points. Therefore, health care professionals
can tailor care according to patient and family needs (Hearn,
& Higginson, 1999, Arraras, & et al., 1994).
Each research article in this review has been evaluated based
on the instrument evaluation criteria. If an article recommended
the combination of using two instruments to evaluate QOL for
cancer patients at the end of life, this was credited as fulfilling
a need to measure QOL from a different perspective or from
a holistic approach (Gill, & Feinstein, 1994, Arraras,
et al., 2014, Higginson, & McCarthy, 1994). In this current
review, an examination of a study by Arraras, et al (2014)
found a recommendation for using a combination of the EORTC
QLQ-C15-PAL with another QOL instrument to ensure a comprehensive
QOL assessment. Also, Higginson, & McCarthy (1994) recommended
the combination of the STAS instrument with the Rotterdam
Symptom Checklist and SF-36 in order to facilitate the inclusion
of more appropriate measures to assess patients with advanced
cancer. In an attempt to find a comprehensive instrument to
measure QOL, authors recommend the EORTC QLQ-C30 instrument
in certain aspects for comprehensive QOL assessment (Bausewein,
et al., 2005, Fredheim, et al., 2007). Others recommended
the development of a new QOL instrument to assess spiritual
and social aspects in depth (Kim et al., 2007, Leppert &
Majkowicz, 2013).
Recommendation from the Review
The availability and advancement of a well developed
validated QOL instrument for use in the palliative care context
in Qatar is a critical step to improve the QOL for cancer
patients in end of life. This review identified the validated
QOL instruments that are used in the palliative care context,
and identified the lack of QOL instruments use in the palliative
care context in the Middle East and in Qatar. This review
will assist researchers in the Middle East and in Qatar to
choose a preferred QOL instrument that could be trialed to
assess palliative patients' QOL. The review concludes that
there is no uniformly best QOL instrument and the decision
to choose one over another, or combination of two QOL instruments,
is based on the aim and purpose of QOL measurement. The review
suggests every QOL instrument has its own strengths and weaknesses
or limitation. As well, selecting QOL instruments for the
palliative care context needs to be based on rigorous criteria
rather than consensus (Simon et al., 2012). In order to adopt
a validated tool to evaluate cancer patients' QOL in the palliative
care context in Qatar, it would be crucial to take into consideration
the instrument's evaluation criteria including the validity,
reliability, psychometric properties of the instruments, responsiveness
to change and respondent and administrative burden (Gill,
& Feinstein, 1994, Kirkova, et al., 2006, Nekolaichuk
et al., 2008, Simon et al., 2012). From this perspective,
a result of this review recommends that health care professionals
adopt and validate the palliative outcome scale (POS) in the
palliative care context in Qatar, because of the multidimensional
and the psychometric properties of the scale.
Conclusion
To conclude, QOL measurement research in the palliative care
context helps to improve care outcome and enhance palliative
patients' QOL. This review identified different validated
QOL instruments in the palliative care context and highlighted
the need to measure QOL in the palliative care context in
the Middle East and in Qatar. The ideal instrument can be
determined by the psychometric properties and the aim of the
QOL measurement. Moreover, validity, reliability, responsiveness
to change and respondent and administrative burden are the
main instrument properties which need to be taken into consideration.
The review also identified ideal instrument evaluation criteria
and based on these criteria recommended the need to adopt
and validate the POS instrument in the palliative care context
in Qatar. POS is a useful multidimensional scale in the palliative
care context in research and in clinical setting. The advancement
of POS in Qatar may considerably advance and improve cancer
patients' QOL measurement in Qatar.
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