Applied Nephrology
Clinically reviewed Master EditionReviewed and approved by Tariq Zayan on 6 September 2026.

Applied Peritoneal Dialysis · Master Edition

Chapter 04

Patient Selection, Modality Choice and Shared Decision-Making

Source integrity
d66914eb847c
Clinical review
Tariq Zayan · 6 September 2026
Publication state
Published Master Edition

Eligibility | Goals | Home Fit | Assisted PD | Frailty | Trade-offs | Reassessment

CHAPTER MISSION Build a patient-first modality-selection model that distinguishes true clinical feasibility from remediable barriers, presents all reasonable kidney-failure pathways without modality bias, and converts goals, function, home context and care-partner capacity into a safe, sustainable plan.

Figure 4.1 - Patient-centred modality choice is a four-way match between the person, the treatment, available support and the health system.
Figure 4.1 - Patient-centred modality choice is a four-way match between the person, the treatment, available support and the health system. A medically feasible modality can still fail if it conflicts with the patient's priorities or cannot be delivered sustainably.

MASTER PRINCIPLE Do not ask, “Is this patient a PD candidate?” Ask, “Which options are clinically feasible, which barriers are modifiable, what matters most to this person, and what support would make the preferred option sustainable?”

0. One-page chapter map

Table 4.1 - The eight decisions that govern patient selection and modality choice.

Decision Core question Bedside output
1. Time Is kidney failure likely soon enough that treatment education and preparation should begin now? Risk-informed planning window
2. Options Which pathways are genuinely available: transplantation, PD, HD/home HD, or comprehensive conservative care? Balanced option set
3. Feasibility Can PD be delivered safely from an anatomic and clinical standpoint? True contraindication vs manageable risk
4. Capability Can the patient perform PD tasks after individualized training? Self-care capability profile
5. Support Can physical, cognitive, social or caregiver barriers be overcome with assistance or adaptation? Support/assisted-PD plan
6. Values What outcomes and burdens matter most to the person? Named patient priorities
7. Match Which feasible option best fits the priorities and local reality? Shared modality decision + backup plan
8. Revisit Has health, function, home life, caregiver capacity or preference changed? Scheduled or trigger-based re-decision

Learning outcomes

EVIDENCE POSTURE KDIGO 2024 CKD guidance anchors timing of multidisciplinary care and KRT education; KDIGO 2019 and 2023 conference reports anchor person-centred modality choice and home-dialysis access; ISPD 2020 goal-directed PD recommendations, the 2024 assisted-PD position paper and the 2025 PD teaching position paper anchor PD-specific goal setting, barrier assessment and training. Comparative survival evidence between modalities remains observational and confounded; therefore, the chapter avoids declaring one dialysis modality universally superior. [1–7]

1. Core concept: selection is matching, not screening out

Traditional “PD candidate” thinking starts with a list of exclusions. Modern modality selection starts with a different sequence: define the person’s goals, identify all clinically feasible treatment pathways, determine what each pathway would demand in the real home and health-system context, and then remove remediable barriers before declaring an option unavailable. KDIGO and ISPD both emphasize individualized, goal-directed care rather than a one-size-fits-all modality hierarchy. [2–6]

The distinction matters because many commonly cited PD barriers are not fixed biological contraindications. Age, obesity, diabetes, polycystic kidney disease, mild cognitive impairment, reduced dexterity and living alone can all reduce the ease of self-care PD, but their clinical meaning changes when training is adapted, a care partner is available, professional assistance exists, catheter technique is optimized, or the prescription is redesigned. [5,8,16–18]

BEDSIDE TRANSLATION Before saying “not suitable for PD,” name the exact barrier, decide whether it is anatomical, clinical, functional, cognitive, psychosocial, caregiver-related or system-related, and document whether it can be corrected or supported.

Figure 4.2 - Eligibility, capability and supportability are different questions.
Figure 4.2 - Eligibility, capability and supportability are different questions. Conflating them turns remediable functional or social barriers into false medical contraindications.

Table 4.2 - Three questions that prevent inappropriate exclusion.

Question What you are testing Typical output
Eligibility Can a functioning catheter be placed and can intraperitoneal therapy be delivered safely? Yes / yes with technical planning / currently no
Capability Can the patient learn and perform the required steps safely? Independent / partial assistance / unable to self-care
Supportability Can unmet tasks be safely provided by a caregiver, assistant, service or adaptive workflow? Support plan / respite plan / alternative modality

2. Start early enough to create a real choice

A modality conversation held after an emergency dialysis catheter has already been inserted is still worthwhile, but the choice is structurally constrained. KDIGO 2024 recommends risk-based planning: a 2-year kidney-failure risk greater than 10% can help determine timing of multidisciplinary care, while a 2-year risk greater than 40% can help determine timing of modality education and preparation for KRT, alongside eGFR and other clinical considerations. These thresholds guide preparation; they do not define when dialysis must begin. [1]

Early education creates time for transplant evaluation, home assessment, PD catheter planning, vascular-access planning if HD is chosen, care-partner involvement and repeated conversations. It also reduces the false urgency that makes patients accept whichever treatment is immediately available. [1–3]

Flowchart 4.1 - Risk-informed timing of modality planning.
Flowchart 4.1 - Risk-informed timing of modality planning. KDIGO kidney-failure risk thresholds help time education and preparation; dialysis initiation itself remains based on clinical indications and the person’s overall trajectory. [1]

Table 4.3 - Planning milestones: what should happen before dialysis is urgently needed.

Milestone Clinical purpose Failure mode if omitted
Kidney-failure risk estimation Recognize who is approaching a decision window Education occurs too late
Multidisciplinary education Explain all reasonable pathways Modality default by local habit
Transplant review Identify pre-emptive or future transplant possibilities Unnecessary dialysis exposure or delayed listing
Home and function assessment Test real-world feasibility of home therapy Late discovery of remediable barriers
Access/catheter plan Make the chosen modality technically deliverable Emergency CVC or rushed catheter placement
Backup plan Define what happens if primary plan fails Next event becomes an emergency

THRESHOLD DISCIPLINE A kidney-failure risk threshold is a planning trigger, not an automatic dialysis-start trigger. Symptoms, complications, trajectory, patient preferences and clinical context still govern treatment initiation. [1,2]

3. Shared decision-making: the decision belongs in the patient’s life

Dialysis modality is a preference-sensitive decision because the treatment options trade different burdens for different forms of freedom. PD moves treatment into the home and can reduce travel and facility dependence, but transfers daily technical work, storage and infection-prevention responsibility into everyday life. In-centre HD concentrates treatment in a facility and transfers technical work to staff, but introduces travel, fixed scheduling, vascular access and intermittent treatment effects. Home HD offers another home-based pathway but requires a different level of equipment, training and vascular-access self-management. [2,3]

Shared decision-making is therefore more than providing information. The clinician must make the existence of choice explicit, describe feasible options fairly, elicit values, connect those values to treatment trade-offs, agree a plan and revisit it later. Decision aids can improve knowledge and preparation and reduce decisional conflict or regret, but they support rather than replace the conversation. [9–11]

Figure 4.3 - Shared decision-making is iterative.
Figure 4.3 - Shared decision-making is iterative. The best decision today may need to be reopened after illness, loss of residual kidney function, caregiver change, treatment complications or a shift in patient priorities.

Table 4.4 - Values that commonly change the modality choice.

Patient priority Question to ask How it may influence the discussion
Life participation What must treatment allow you to keep doing? Work, study, parenting, travel and social roles may favor different schedules
Independence How important is doing treatment yourself versus having staff deliver it? Home therapy can increase autonomy but also daily responsibility
Home privacy How do you feel about medical equipment and supplies at home? Storage and visibility may be important burdens
Travel/transport What is harder: travel to a unit or transporting supplies/equipment? Geography changes the practical trade-off
Needles How do you feel about repeated vascular cannulation? May affect HD acceptability but should not be used as coercion
Caregiver protection How much can or should family be involved? A preferred home therapy may require professional assistance rather than unpaid burden
Symptom tolerance Which treatment effects are most disruptive? Hemodynamic tolerance, recovery time and abdominal symptoms may matter
Future flexibility How important is transplantation or future modality change? Plan access and modality as a journey, not a permanent label

LANGUAGE RULE Say “Here are the options that appear medically feasible; let’s compare what each would mean in your life.” Avoid “You are a PD patient,” “You failed PD,” or “You are too old for home dialysis.”

4. A practical assessment: eligibility -> capability -> supportability

This three-step framework is a teaching architecture, not an official ISPD classification. Its purpose is to stop clinicians from using functional dependence as if it were anatomical unsuitability. The first step asks whether PD can work biologically and technically; the second asks who can perform the tasks; the third asks how missing capability can be supplied. [5,8]

Flowchart 4.2 - PD feasibility.
Flowchart 4.2 - PD feasibility. When clinical/anatomical feasibility is present, functional dependence should trigger a support assessment before an alternative modality is chosen.

Table 4.5 - The modality-selection assessment in one clinic visit.

Domain Questions Output
Clinical trajectory What is the kidney-failure timeline, symptom burden, transplant pathway and comorbidity trajectory? Urgency + options
Abdominal feasibility Prior surgery? hernia? stoma? current infection/inflammation? ability to place catheter? Technical planning needs
Physical function Vision, dexterity, strength, mobility, ability to lift or connect? Task-by-task capability
Cognition/learning Memory, executive function, literacy, language, ability to teach-back? Training adaptations / assistance
Emotional readiness Anxiety, depression, confidence, aversion to home treatment? Support needs / preference
Home environment Clean workable space, storage, utilities if APD, pets/risks, emergency contact? Remediable home plan
Care partner Willingness, availability, health, competing duties, burden? Caregiver role or professional assistance
System capacity Training, catheter insertion, assisted PD, urgent support, supply delivery? Real-world availability
Values What outcomes and burdens matter most? Decision criteria
Backup What if the first choice cannot be started or later stops fitting? Contingency plan

5. Clinical feasibility: what really makes PD difficult?

Absolute contraindications to a specific dialysis modality are uncommon. Rather than memorizing long prohibition lists, identify whether there is an uncorrectable barrier to establishing a usable peritoneal cavity, placing/maintaining a functional catheter, or delivering treatment safely. Many abdominal and comorbidity concerns are relative and depend on surgical expertise, disease severity and local experience. [8]

Examples that may make PD temporarily or persistently unattractive include active intra-abdominal infection or inflammatory pathology requiring treatment, inability to establish reliable peritoneal access, severe mechanical complications that cannot be corrected, or an environment in which essential treatment steps cannot be delivered safely despite available support. These are mechanistic statements rather than universal diagnostic labels.

Table 4.6 - Replace “contraindication lists” with mechanism-based questions.

Concern Why clinicians worry Better question
Prior abdominal surgery Adhesions / catheter dysfunction Can a catheter be placed with acceptable function using appropriate technique?
Hernia Leak or enlargement with pressure Can it be repaired or managed before/with PD and can fill volumes be adapted?
Ostomy Contamination concerns Can exit site, stoma care and connection technique be separated safely?
Obesity Catheter reach, leaks, clearance concerns Can exit site/catheter and prescription be designed for this body habitus?
ADPKD Space, hernia, discomfort Is there clinically important abdominal crowding or recurrent hernia?
Frailty Self-care difficulty Which tasks are impaired and can assistance cover them?
Cognitive impairment Technique error Can a reliable care partner or assistant deliver treatment?
Living alone No immediate helper Is self-care feasible or is professional assistance available?

DO NOT AUTOMATE A comorbidity is not a modality decision. Translate the diagnosis into the mechanism by which it might impair PD, then determine whether that mechanism is present and modifiable. [8]

6. Physical function: assess tasks, not labels

PD self-care requires a sequence of concrete abilities: seeing and identifying equipment, maintaining hand hygiene, opening and manipulating connections, lifting or positioning bags where required, recognizing abnormal effluent, responding to alarms, recording treatment and knowing when to seek help. A patient can be independent in some tasks and dependent in others. [5,6]

Table 4.7 - Task-based functional assessment.

Task Potential barrier Possible adaptation
Hand hygiene / asepsis Weakness, tremor, arthritis Adaptive technique, assistance, environmental setup
Connection / disconnection Poor vision or dexterity Device adaptation, lighting, retraining, assistant
Bag handling Frailty, shoulder disease APD setup support, bag positioning, assistant
Cycler operation Cognitive or visual limitation Simplified workflow, caregiver/assistant, remote support where available
Effluent assessment Vision / cognition Care partner or structured prompts; rapid contact pathway
Record keeping Literacy / memory Pictorial tools, digital system, caregiver documentation
Emergency response Hearing/cognition/anxiety Teach-back, written plan, care-partner involvement

BEDSIDE TRANSLATION Do not ask “Can they do PD?” Ask “Which exact steps can they do, which exact steps cannot they do, and who or what can safely supply the missing steps?”

7. Cognition, learning and health literacy

Cognitive impairment can affect sequencing, aseptic technique, response to abnormal findings and adherence. However, cognitive impairment is not synonymous with inability to receive PD. ISPD assisted-PD guidance specifically identifies memory difficulties, dementia, aphasia, language barriers and learning disabilities among barriers that may be overcome by assistance. [5]

Training should be individualized to learning style, health literacy, language and cognitive capacity, with repeated demonstration and teach-back rather than passive information delivery. The 2025 ISPD teaching position paper emphasizes contemporary patient/caregiver training and ongoing reassessment of competence. [6]

Table 4.8 - Learning barriers and what to do with them.

Finding Clinical risk Response
Limited health literacy Misunderstanding instructions / alarms Plain language, demonstration, pictorial aids, teach-back
Language discordance Incomplete education Professional interpretation / language-concordant materials and staff
Mild cognitive impairment Sequencing or memory errors Repetition, prompts, caregiver validation, periodic reassessment
Dementia Independent technique may be unsafe Assisted PD if reliable support can perform required tasks
Anxiety / low confidence Avoidance, early technique failure Slower training, supervised start, peer support, short-term assistance
Depression Reduced engagement / self-care Identify and treat; do not mislabel as “noncompliance”

8. Home environment: assess function, not social worth

The home assessment is not a test of whether a person is “good enough” for home dialysis. Its purpose is to identify what the treatment needs: a workable connection area, storage, hygienic handwashing arrangements, supply delivery access, safe disposal processes, reliable communication and, for APD, appropriate electricity and cycler placement. Exact requirements vary by program, device and local regulation. [3,6]

Table 4.9 - Home assessment: risk -> remedy.

Finding Potential problem First response
Limited storage Supply burden Smaller deliveries / reorganized space / alternative supply model
Crowded home Aseptic workspace difficult Define a protected connection zone; adapt schedule/location
Pets Contamination risk during connection Create separation during setup/exchanges; reinforce technique
Unstable utilities APD reliability concerns Contingency plan or CAPD option where appropriate
Long distance from centre Delayed support Home therapy may reduce travel but requires robust remote/emergency pathway
Housing insecurity Continuity and storage risk Social-work/system solution; do not frame as personal failure
No family at home No immediate informal assistance Assess self-care or professional assisted-PD availability

EQUITY RULE A social barrier should trigger a system response before it becomes a clinical exclusion. KDIGO identifies policy, cost, provider bias, caregiver time and infrastructure as determinants of home-dialysis access. [3]

9. Care partners: participation must be voluntary and sustainable

Family support can make PD possible, but “family available” is not the same as “family willing, able and sustainable.” ISPD 2024 recommends assessing caregiver burden and monitoring self-care or family-assisted PD for new barriers over time. Caregiver illness or burnout may justify short-term professional assistance or respite to prevent unnecessary transfer to HD. [5]

Table 4.10 - Care-partner assessment.

Question Why it matters Action if concern
Do you want this role? Avoid coerced unpaid care Offer professional assistance / alternative modality
Which tasks can you do? Different tasks carry different burdens Share tasks deliberately
What competing duties exist? Work, childcare and illness affect reliability Schedule around real constraints
What would burnout look like? Early recognition prevents crisis Define respite trigger and contact pathway
Who is backup? Single-person dependency is fragile Redundancy / assistant service
How will competence be maintained? Technique can drift Retraining and reassessment

CARE-PARTNER RULE Do not make a preferred home modality contingent on silent caregiver sacrifice. The caregiver is part of the shared decision, not an invisible resource.

10. Assisted PD: convert dependence into access

The 2024 ISPD position paper defines assisted PD as a crucial strategy for individuals who want PD but cannot perform all required tasks independently or lack family support. It recommends interdisciplinary assessment of physical, cognitive, emotional and social barriers; assessment of caregiver burden; standardized training of assistants; robust communication with the PD program; and funding models that support both short- and long-term assistance. [5]

Figure 4.4 - Assisted PD is a barrier-removal strategy.
Figure 4.4 - Assisted PD is a barrier-removal strategy. Assistance may be temporary, long-term, partial or comprehensive and can protect both patient choice and caregiver sustainability. [5]

Table 4.11 - Assisted-PD indications in practical terms.

Scenario Assistance model Goal
New start with low confidence Short-term support during training/start Safe transition to self-care if possible
Permanent dexterity/vision limitation Task-specific long-term help Maintain preferred home modality
Frailty or mobility dependence Bag/cycler/connection assistance Reduce physical task burden
Cognitive impairment Caregiver/professional performs critical tasks Prevent unsafe independent technique
Caregiver illness/burnout Respite / temporary professional assistance Avoid crisis transfer to HD
Acute illness or peritonitis recovery Temporary assistance Preserve PD during recovery

EVIDENCE CALIBRATION Assisted-PD models vary internationally and much of the outcome evidence is observational. ISPD supports its use to improve equitable access, but local staffing, funding and quality-control systems determine what can actually be offered. [5]

11. Compare modalities by patient-important trade-offs, not survival slogans

No randomized trial has established a universal survival advantage of PD over contemporary in-centre HD or vice versa. Comparative studies are strongly affected by selection, comorbidity, timing, access type and modality switching. KDIGO therefore treats modality choice as preference-sensitive; the 2023 home-dialysis conference concluded that outcomes are broadly similar overall, while individual clinical measures and patient experiences may differ. [2,3,8]

Figure 4.5 - A domain-based comparison avoids declaring a universal winner.
Figure 4.5 - A domain-based comparison avoids declaring a universal winner. The same feature can be a benefit for one person and a burden for another.

Table 4.12 - Modality comparison: interpret as trade-offs, not promises.

Domain PD In-centre HD Clinical discussion
Treatment location Home Facility Which location protects life participation and safety?
Schedule Daily exchanges/cycler schedule Intermittent facility sessions Which workload/recovery pattern is acceptable?
Fluid removal Continuous or near-continuous Intermittent Hemodynamic tolerance and residual kidney function matter
Access PD catheter AVF/AVG/CVC Future transplant and access options matter
Infection phenotype Peritonitis/exit-site infection Access/BSI risk, especially CVC Different risks, not “infection versus no infection”
Daily responsibility High self-care unless assisted Lower technical self-care during treatment Autonomy versus workload is preference-sensitive
Travel burden Fewer routine facility trips; supply logistics Frequent transport to unit Geography changes the answer
Storage/home impact Meaningful supply footprint Minimal home equipment for facility HD Home constraints and preferences matter

THRESHOLD DISCIPLINE Do not use observational subgroup survival estimates as deterministic rules for an individual patient. They inform discussion but remain vulnerable to confounding and time-varying modality effects. [8,15]

12. Transplantation and the integrated kidney-failure life-plan

For eligible patients, transplantation should remain visible from the beginning of the modality discussion. A dialysis modality is often a bridge, not a destination. The choice should therefore consider expected waiting time, living donor possibilities, likelihood of pre-emptive transplantation, need to preserve vascular access options and the burden of starting a modality that may be used only briefly. [1,2]

Table 4.13 - Questions when transplantation is part of the plan.

Question Why it changes modality planning
Is pre-emptive transplantation realistic? May avoid dialysis or shorten exposure
How long is the likely wait? Short versus long dialysis horizon changes burden-benefit trade-offs
Will vascular access be needed as backup? Preserve future options even if PD is chosen
Could PD catheter remain useful during transplant uncertainty? Plan removal timing pragmatically
What if graft fails later? Think in integrated modality sequences, not one lifetime choice

LIFE-PLAN RULE Choose the current modality with the next modality in mind.

13. Older age and frailty: time-to-benefit, independence and support

Older age is not a PD contraindication. The important variables are frailty, cognition, function, comorbidity, symptom burden, prognosis, home support and what the patient hopes treatment will preserve. Older people may value remaining at home and avoiding transport, while others may prefer facility-based treatment to reduce home treatment burden. [12–15]

Frailty assessment can reveal needs that are invisible in routine nephrology history: mobility impairment, falls, low strength, cognitive change, nutrition problems and dependence in instrumental activities. Reviews of older PD populations support frailty screening and, when indicated, comprehensive geriatric assessment to align treatment and assistance with goals. [12,13]

Table 4.14 - Frailty changes the support plan more often than it changes eligibility.

Finding Wrong conclusion Better response
Slow gait / poor strength “Too frail for PD” Assess which tasks require assistance
Transport exhaustion “HD is simpler” Compare home support with travel/recovery burden
Mild cognitive impairment “Cannot do home dialysis” Assess caregiver/professional assistance
High comorbidity “PD survival is worse” Discuss uncertainty, prognosis, goals and treatment burden
Limited prognosis “Must choose the quickest dialysis” Include comprehensive conservative care and time-to-benefit

PROGNOSIS RULE For frail older adults, the relevant outcome may be days at home, symptom control, treatment burden and life participation—not survival alone. [12]

14. Obesity and large body size: a technical planning problem, not a prohibition

Contemporary evidence does not support obesity as a contraindication to PD. The challenges are practical: catheter and exit-site geometry, intra-abdominal pressure, mechanical complications, glucose exposure and interpretation of small-solute clearance in a body with substantial adipose mass. Recent reviews emphasize technical customization rather than exclusion. [8,16]

Table 4.15 - Obesity: concern -> planning response.

Concern Mechanism Planning direction
Exit site not visible Self-care and infection risk Preoperative marking; extended catheter where appropriate
Mechanical pressure Leak/hernia risk Insertion technique, healing and fill-volume strategy
Clearance calculations Total body weight may overstate urea distribution Interpret with clinical goals and appropriate body-water assumptions
Glucose burden Metabolic exposure Incremental prescription when appropriate; long-dwell strategy
Transplant candidacy Weight-related transplant criteria may coexist Do not assume dialysis modality itself determines candidacy

DO NOT AUTOMATE Do not translate BMI into a modality veto. Translate body habitus into catheter, exit-site, mechanical and prescription requirements. [16]

15. Diabetes, cardiovascular disease and heart failure

Diabetes does not by itself mandate HD or exclude PD. The decision should consider residual kidney function, vascular-access options, glycemic management, obesity, vision/dexterity, autonomic symptoms and the practical impact of intraperitoneal glucose exposure. Comparative survival studies in diabetes are observational and have changed across eras; they should not override preference and individual feasibility. [8]

For patients with severe intradialytic hemodynamic intolerance or refractory congestion, the slow continuous fluid removal achievable with PD may be attractive. Observational heart-failure studies report improvements in hospitalization and functional class, but evidence quality is low and should not be presented as randomized proof of superiority. [19]

Table 4.16 - Cardio-metabolic phenotype and modality reasoning.

Phenotype PD may offer PD may require
Hemodynamic fragility Gentler continuous fluid removal Careful volume prescription and monitoring
Difficult vascular access Avoidance of immediate AV access dependence Reliable peritoneal access
Diabetes + visual/dexterity impairment Home therapy if assisted Task assistance and glucose-management review
Severe hyperglycemia/obesity Still feasible Minimize unnecessary glucose exposure; individualized prescription
Advanced heart failure Potential reduction in intermittent fluid-shift burden Realistic prognosis and support planning

16. ADPKD, previous abdominal surgery, hernia, ostomy and ascites

These conditions illustrate why mechanism-based selection is superior to blanket exclusions. Meta-analysis in ADPKD supports PD as a viable option, although abdominal wall hernia risk may be higher. Previous surgery may produce adhesions but does not prove that useful peritoneal surface or catheter function is impossible. Hernias can often be repaired. Ostomies require careful exit-site and infection-prevention planning. [8,17]

Cirrhosis with ascites is another example: PD was historically avoided, but contemporary reviews and a 2025 systematic review suggest it can be feasible in selected patients. Concerns include infection, protein loss, leaks and malnutrition, while HD may be difficult because of hypotension and vascular instability. The correct conclusion is “specialist individualized planning,” not “ascites equals no PD.” [20,21]

Table 4.17 - Abdominal complexity: the question behind the label.

Condition Main PD concern Decision question
ADPKD Space/discomfort, hernia Are symptoms and abdominal wall issues manageable?
Prior laparotomy Adhesions / catheter flow Can surgical or image-guided expertise establish a working catheter?
Hernia Leak / enlargement Can it be repaired and pressure managed?
Ostomy Exit-site contamination Can sites and care routines be separated safely?
Cirrhosis/ascites Infection, protein loss, leak Does PD offer a favorable hemodynamic trade-off with manageable risks?
Recurrent major mechanical failure Inability to deliver therapy Is the mechanism correctable or is another modality safer?

17. Psychosocial readiness, adherence and the danger of moral labels

A history of missed medication, low health literacy, anxiety, mental illness or unstable social circumstances should prompt diagnostic curiosity rather than a moral label. The same behavior can arise from depression, cognitive impairment, financial barriers, language discordance, treatment overload, chaotic housing or lack of understanding. Some of these factors may make unsupervised PD unsafe; many can be improved. [3,5,6]

Table 4.18 - “Nonadherence” is a phenotype, not a mechanism.

Observed problem Possible mechanism Clinical response
Missed clinic visits Transport/work barriers, depression Identify barrier; telehealth/flexible review where appropriate
Incomplete exchanges Treatment burden, poor understanding, pain Clarify mechanism before escalating prescription
Technique shortcuts Training drift, fatigue, caregiver overload Retrain; simplify workflow; add assistance
Poor records Literacy/cognition/system burden Adapt documentation method
Repeated contamination Environment, dexterity, cognition Root-cause technique assessment; support or alternative if unresolved

LANGUAGE RULE Describe the behavior and its mechanism. Avoid using “noncompliant” as the explanation.

18. CAPD versus APD: choose format only after choosing PD

CAPD and APD are not separate kidney-failure philosophies; they are ways of delivering PD. Once PD is chosen, the format should reflect transport physiology, sleep, work, treatment burden, physical ability, assistance availability and patient preference. Detailed prescription optimization belongs to Chapter 9. [4]

Table 4.19 - High-level CAPD/APD fit; prescription details are deferred to Chapter 9.

Domain CAPD may fit when… APD may fit when…
Daytime schedule Manual exchanges are acceptable Daytime freedom is highly valued
Nighttime No cycler/sleep disruption concern Overnight treatment is acceptable
Physical tasks Manual bag handling is feasible/assisted Cycler setup can be done/assisted
Transport physiology Dwell structure fits physiology Shorter overnight cycles suit physiology
Home utilities Minimal machine dependence preferred Electricity/device space reliable

19. The management framework: from preference to a deliverable plan

A shared decision is not complete until the treatment is operational. The chosen pathway must have an owner, milestones and a backup: transplant referral if relevant, catheter or vascular-access plan, training date, home support plan, medication/nutrition review, emergency contact pathway and triggers for reassessment. [1–6]

Table 4.20 - Convert “I choose PD” into an executable plan.

Plan element Required output
Choice PD selected after balanced discussion of feasible alternatives
Why Patient priorities and expected benefits/burdens documented
Access Catheter strategy + timing + backup access plan
Training Learner(s), teaching adaptations and competency plan
Home Storage/workspace/utilities/supply plan
Assistance Named caregiver/professional tasks + respite/backup
Prescription pathway Initial approach to be finalized in Chapter 6
Review trigger Clinical/functional/caregiver events that reopen the choice

DOCUMENTATION RULE Record not only what was chosen, but why it fits the person and what would make you reconsider.

20. When PD should not be forced

Patient-centred care does not mean making PD work at any cost. PD should not be imposed when a critical barrier remains uncorrectable, when treatment cannot be delivered safely or reliably, when the burden is inconsistent with the person’s goals, or when the person simply prefers another feasible option after informed discussion. Likewise, home-dialysis expansion targets must never become coercion. [2,3]

Table 4.21 - Stop trying to “rescue PD” when…

Situation Why transition/alternative may be better
No reliable peritoneal access can be established Therapy cannot be delivered
Unsafe technique persists despite retraining and available assistance Infection or treatment-delivery risk remains unacceptable
Home/support barriers remain unresolvable Prescription is not sustainable
Treatment burden overwhelms patient goals Technical success would still be patient-level failure
Major mechanical/clinical complication is not correctable Risk exceeds plausible benefit
Patient prefers another feasible modality Preference is itself a legitimate decision variable

MASTER CORRECTION The goal is not maximum PD utilization. The goal is maximum access to an informed, feasible and preference-concordant kidney-failure pathway.

21. Reassess modality fit: the decision has an expiration date

Self-care capacity can decline, caregivers can become ill, employment can change, peritonitis or mechanical events can alter confidence, and transplantation opportunities can appear. ISPD assisted-PD guidance specifically recommends monitoring self-care and family-assisted patients for new barriers. A modality review should therefore be triggered by change, not reserved for technique failure. [5]

Figure 4.6 - Modality fit changes over time.
Figure 4.6 - Modality fit changes over time. A planned re-decision prevents gradual mismatch from becoming an emergency transfer.
Flowchart 4.3 - Reassess the mechanism of mismatch before changing modality.
Flowchart 4.3 - Reassess the mechanism of mismatch before changing modality. Support, respite, retraining or prescription redesign may restore fit; when they do not, transition should be planned rather than framed as failure.

Table 4.22 - Reassessment triggers.

Trigger What to reassess
New falls/frailty Task capability, assistance, home safety
Cognitive decline Independent technique safety
Caregiver burnout/illness Respite and professional assistance
Repeated peritonitis/contamination Technique, environment, cognition and goals
Mechanical complications Correctability and burden of repeated procedures
Work/family change Schedule and life participation
Loss of residual kidney function Prescription burden and modality fit
Transplant opportunity Access/catheter timing and transition plan
Patient requests change Re-open options without requiring “failure”

22. Clinical pearls

PEARL 1 The first test of PD eligibility is anatomical/clinical feasibility; the second is who will perform the tasks.

PEARL 2 Living alone is a support question, not a medical contraindication.

PEARL 3 A patient can prefer the home but dislike self-care; assisted PD separates those two issues.

PEARL 4 Ask what treatment must preserve before asking which modality the patient wants.

PEARL 5 Early modality education creates options; late education explains defaults.

PEARL 6 A care partner is not a free dialysis workforce. Assess willingness and burden explicitly.

PEARL 7 Older age and obesity should trigger planning, not automatic exclusion.

PEARL 8 Comparative survival data between PD and HD are not precise enough to replace patient preference for most individuals.

PEARL 9 A modality choice without a backup plan is incomplete.

PEARL 10 The best sign of successful modality selection is sustained safe treatment that still fits the person’s life.

23. Mini-cases: decisions, not labels

Case 1 - The 78-year-old who “cannot do PD”

A 78-year-old with CKD G5, preserved cognition, severe arthritis and poor hand strength wants to remain at home. Her daughter lives nearby but cannot attend every day.

REASONING QUESTION Is arthritis a contraindication to PD?

INTERPRETATION No. It is a task-capability barrier. The relevant assessment is which connection/bag-handling steps she cannot perform and whether professional or family assistance can safely cover them.

MANAGEMENT DECISION Offer a structured assisted-PD assessment alongside other modalities; assess caregiver burden rather than assuming the daughter will provide daily care.

TEACHING POINT Physical dependence changes the delivery model more often than the modality eligibility.

Case 2 - Obesity and a hidden exit site

A 49-year-old with obesity prefers PD but cannot see the proposed lower-abdominal exit site while seated.

REASONING QUESTION Should body size alone redirect the patient to HD?

INTERPRETATION No. The concern is exit-site visibility, catheter geometry and mechanical/prescription planning.

MANAGEMENT DECISION Use experienced preoperative marking and catheter planning; discuss metabolic and mechanical trade-offs without presenting obesity as a contraindication.

TEACHING POINT Translate body habitus into technical requirements, not a veto.

Case 3 - Frailty and transport exhaustion

An 84-year-old with moderate frailty needs family transport for all appointments and is exhausted for the rest of the day after hospital visits. Cognition is mildly impaired.

REASONING QUESTION Does frailty favor facility HD because “staff do everything”?

INTERPRETATION Not necessarily. Facility HD reduces home technical tasks but adds transport and treatment-day burden. Mild cognitive impairment may be compatible with assisted PD.

MANAGEMENT DECISION Compare assisted PD, in-centre HD and comprehensive conservative care against her goals; involve geriatrics/caregiver assessment as appropriate.

TEACHING POINT The lowest technical workload is not always the lowest total life burden.

Case 4 - Prior abdominal surgery

A 61-year-old with a previous midline laparotomy is told elsewhere that PD is impossible. He strongly prefers home therapy.

REASONING QUESTION What is the correct next step?

INTERPRETATION Prior surgery raises the possibility of adhesions but does not prove that a functional catheter or adequate peritoneal surface is impossible.

MANAGEMENT DECISION Refer for experienced catheter assessment/placement planning rather than excluding PD by history alone.

TEACHING POINT A risk factor should trigger expertise, not automatic denial.

Case 5 - Caregiver burnout

A spouse has performed most PD tasks for two years and now reports severe fatigue and resentment. The patient is stable and wants to remain on PD.

REASONING QUESTION Is this “PD failure”?

INTERPRETATION No. The immediate failure is support sustainability. ISPD specifically recognizes caregiver illness/burnout as a reason for temporary assistance or respite.

MANAGEMENT DECISION Assess professional assisted-PD/respite options and redistribute tasks; transition modality only if a sustainable support plan cannot be achieved or preferences change.

TEACHING POINT Protect the caregiver to protect the modality choice.

Case 6 - Emergency HD start, later choice

A 56-year-old starts HD urgently via a catheter after pulmonary edema. He had never received modality education and asks whether PD is still possible.

REASONING QUESTION Does an unplanned HD start settle the long-term modality?

INTERPRETATION No. KDIGO emphasizes that patients who start unplanned dialysis should still receive education and the opportunity to choose among feasible options once stabilized.

MANAGEMENT DECISION After recovery, reassess transplant pathway, PD feasibility, home fit and preferences; plan transition if PD is chosen.

TEACHING POINT The first dialysis treatment is not necessarily the final modality decision.

24. Common pitfalls - and the correction

Table 4.23 - High-frequency errors in modality selection.

Pitfall Why it fails Correction
“Too old for PD” Age does not measure function or preference Assess frailty, cognition, goals and assistance
“Lives alone, so no PD” Confuses social support with anatomy Assess self-care and assisted PD
“Obese, so clearance will fail” Overgeneralizes body size Plan catheter/prescription and interpret clearance appropriately
“Previous surgery = adhesions = no PD” History does not prove unusable peritoneum Expert access assessment
“Family can help” without asking family Creates hidden coercion and burnout Assess willingness, burden and backup
Selling one modality Destroys informed preference Balanced option presentation
Using survival statistics as destiny Observational confounding and heterogeneity Use estimates as context, not commands
Equating modality choice with one-time consent Preferences and capability change Revisit after trigger events
Calling transition “failure” Stigmatizes appropriate adaptation Frame as planned modality evolution
Ignoring conservative care in high-burden illness Makes dialysis appear mandatory Include comprehensive conservative care when appropriate

25. Active recall: MUST MEMORIZE / MUST REASON / USE AS REFERENCE

MUST MEMORIZE

Table 4.24 - Must memorize.

Prompt Answer
KDIGO 2024: risk threshold that can help time multidisciplinary care? 2-year kidney-failure risk >10%, alongside eGFR and clinical considerations.
KDIGO 2024: risk threshold that can help time modality education/KRT preparation? 2-year kidney-failure risk >40%, alongside eGFR and clinical considerations.
Three selection questions? Eligibility, capability, supportability.
Core principle of assisted PD? Provide missing task capability so a preferred home therapy can remain accessible.
What must be assessed in caregivers? Willingness, task capacity, burden and backup/respite.
Is obesity an automatic PD contraindication? No.
Is older age an automatic PD contraindication? No.
Is unplanned HD start a permanent modality decision? No.
What makes SDM complete? Balanced options + values + shared plan + ability to revisit.
What defines success? Safe sustainable treatment aligned with patient goals and acceptable burden.

MUST REASON

Table 4.25 - Must reason.

Scenario Reasoning task
Poor dexterity Separate self-care capability from PD eligibility; identify task assistance.
Cognitive decline Decide whether assisted delivery can make technique safe.
Home too small Identify the exact storage/workspace barrier and system solutions before exclusion.
Caregiver burnout Treat support failure with respite/assistance before forced modality transfer.
High comorbidity Compare prognosis and treatment burden without using observational survival as a command.
Prior abdominal surgery Assess technical feasibility rather than inferring failure.
Patient changes preference Re-open the decision; prior choice is not a contract.

USE AS REFERENCE

Table 4.26 - Use as reference, not rote memory.

Item Where it belongs
Detailed catheter selection/insertion Chapter 5
Initial PD prescription Chapter 6
Adequacy targets / RKF Chapter 7
Volume and UF failure Chapter 8
CAPD/APD optimization Chapter 9
Special populations and difficult prescriptions Chapter 16
Urgent-start PD Chapter 17
Remote monitoring / connected cyclers Chapter 18

26. Flashcards: active recall

1. Q: What is the first question before “Can they do PD?” A: Can PD be delivered clinically and anatomically?

2. Q: Capability versus supportability? A: Capability is what the patient can do; supportability is how missing tasks can be supplied.

3. Q: Living alone means? A: Assess self-care or professional assistance - not automatic exclusion.

4. Q: Frailty means? A: Assess task function, goals and support; it does not itself select a modality.

5. Q: Why assess caregiver burden? A: Unsustainable unpaid care can cause burnout and modality loss.

6. Q: What is assisted PD? A: PD in which another person performs some or all tasks the patient cannot safely perform.

7. Q: What should patient education include? A: All feasible pathways presented fairly, with values clarification and teach-back.

8. Q: Decision aid role? A: Improves knowledge/preparation; does not replace clinician-patient SDM.

9. Q: Obesity and PD? A: Technical planning issue, not a blanket contraindication.

10. Q: ADPKD and PD? A: Generally feasible; consider abdominal symptoms and hernia/mechanical risk.

11. Q: Prior surgery and PD? A: May complicate access but does not prove PD infeasible.

12. Q: Ascites/cirrhosis and PD? A: Selected patients can receive PD; specialist individualized risk-benefit assessment.

13. Q: What makes a modality choice operational? A: Access, training, home/support plan, milestones and backup.

14. Q: What should trigger re-decision? A: Change in health, function, caregiver capacity, home life, treatment complications or goals.

15. Q: Best modality? A: The feasible modality whose trade-offs best fit the person and can be delivered sustainably.

16. Q: What should never drive selection alone? A: Provider habit, a single comorbidity, or an observational survival subgroup.

17. Q: Unplanned HD start? A: Stabilize, then re-offer modality education and choice.

18. Q: What is a planned modality transition? A: Adaptation to a changed person or clinical situation - not moral failure.

27. Rapid troubleshooting: why the “right” modality is not working

Table 4.27 - Modality mismatch troubleshooting.

Problem Think Do now
Patient wants to stop PD tasks Treatment burden, depression, technique fatigue Clarify cause; simplify/assist; revisit goals
Caregiver can no longer help Support failure Respite/professional assistance; backup plan
New cognitive impairment Technique safety risk Reassess competency; assisted delivery or transition
Repeated missed treatments Burden, misunderstanding, symptoms, logistics Mechanism-based assessment, not automatic blame
Home becomes unsuitable Housing/utilities/storage change Social/system intervention; alternate PD format or modality
Repeated mechanical complications Anatomical/pressure problem Correct mechanism; reassess total burden
New transplant opportunity Modality horizon changed Coordinate catheter/access and transplant plan
Patient now prefers HD Values changed Re-discuss feasible options and plan transition

28. Final revision sheet

TEN TAKE-HOME RULES 1) Start planning early enough to create a real choice. 2) Use risk to time education, not to dictate dialysis start. 3) Separate eligibility, capability and supportability. 4) Absolute modality contraindications are uncommon. 5) Present all feasible pathways without bias. 6) Ask what matters before matching modality. 7) Assisted PD is an equity intervention. 8) Assess caregiver burden explicitly. 9) Older age, obesity and prior surgery are not automatic PD exclusions. 10) Revisit the modality when the person or their life changes.

Table 4.28 - One-minute bedside synthesis.

If you see… Think… Do now…
Advanced CKD with high 2-year failure risk Choice window approaching Multidisciplinary education + KRT planning
Patient “cannot do PD” Which task cannot be done? Separate capability from eligibility
Lives alone Support question Self-care assessment + assisted-PD options
Frailty / poor dexterity Task dependence Assistance/adaptation rather than automatic exclusion
Caregiver exhausted Support system failing Burden assessment + respite/professional support
Obesity / ADPKD / prior surgery Technical planning issue Mechanism-specific access/prescription assessment
Unplanned HD start Initial stabilization, not final choice Re-offer education after recovery
Modality no longer fits Dynamic mismatch Name mechanism, rescue reversible causes, re-decide

Table 4.29 - Modality-choice verification checklist.

Check Pass criterion
Options All clinically feasible pathways were discussed fairly
Understanding Patient/care partner can explain major trade-offs in their own words
Values Priorities and unacceptable burdens are documented
PD feasibility Anatomical/clinical feasibility assessed separately from self-care capability
Capability Task-based physical/cognitive assessment completed
Support Caregiver/assisted-PD needs and burden assessed
Home Practical environment issues addressed or a remediation plan exists
Access Catheter/access/transplant milestones are defined
Backup Alternative if primary plan fails is documented
Review Triggers for re-opening the decision are explicit

FINAL MENTAL MODEL Time the conversation -> offer all feasible pathways -> test PD eligibility -> assess capability -> rescue support barriers -> elicit values -> match trade-offs -> operationalize the plan -> revisit when circumstances change. A good modality decision is not the treatment the clinician can deliver most easily; it is the treatment the patient can live with safely and sustainably.

Rapid oral viva

SCOPE BOUNDARY This chapter teaches selection, shared choice and support architecture. Detailed catheter technique is Chapter 5; initial prescription is Chapter 6; adequacy/RKF Chapter 7; volume/UF Chapter 8; CAPD/APD optimization Chapter 9; difficult special-population prescriptions Chapter 16; urgent-start PD Chapter 17; and connected-care systems Chapter 18.

29. Selected authoritative references

1. Kidney Disease: Improving Global Outcomes (KDIGO) CKD Work Group. KDIGO 2024 Clinical Practice Guideline for the Evaluation and Management of Chronic Kidney Disease. Kidney Int. 2024;105(4S):S117–S314. https://doi.org/10.1016/j.kint.2023.10.018. PMID: 38490803.

2. Chan CT, Blankestijn PJ, Dember LM, et al. Dialysis initiation, modality choice, access, and prescription: conclusions from a KDIGO Controversies Conference. Kidney Int. 2019;96(1):37–47. https://doi.org/10.1016/j.kint.2019.01.017. PMID: 30987837.

3. Perl J, Brown EA, Chan CT, et al. Home dialysis: conclusions from a Kidney Disease: Improving Global Outcomes (KDIGO) Controversies Conference. Kidney Int. 2023;103(5):842–858. https://doi.org/10.1016/j.kint.2023.01.006. PMID: 36731611.

4. Brown EA, Blake PG, Boudville N, et al. International Society for Peritoneal Dialysis practice recommendations: Prescribing high-quality goal-directed peritoneal dialysis. Perit Dial Int. 2020;40(3):244–253. https://doi.org/10.1177/0896860819895364. PMID: 32063219.

5. Oliver MJ, Abra G, Béchade C, et al. Assisted peritoneal dialysis: Position paper for the ISPD. Perit Dial Int. 2024;44(3):160–170. https://doi.org/10.1177/08968608241246447. PMID: 38712887.

6. Chow JSF, Brunier G, Figueiredo AE, et al. Teaching peritoneal dialysis: A position paper for the International Society for Peritoneal Dialysis. Perit Dial Int. 2025;45(6):327–343. https://doi.org/10.1177/08968608251375512. PMID: 40966019.

7. Manera KE, Johnson DW, Craig JC, et al. Establishing a core outcome set for peritoneal dialysis: report of the SONG-PD consensus workshop. Am J Kidney Dis. 2020;75(3):404–412. https://doi.org/10.1053/j.ajkd.2019.09.017. PMID: 31955922.

8. Lambie M, Davies S. An update on absolute and relative indications for dialysis treatment modalities. Clin Kidney J. 2023;16(Suppl 1):i39-i47. https://doi.org/10.1093/ckj/sfad062. PMID: 37711635; PMCID:PMC10497377.

9. Subramanian L, Zhao J, Zee J, et al. Use of a decision aid for patients considering peritoneal dialysis and in-center hemodialysis: a randomized controlled trial. Am J Kidney Dis. 2019;74(3):351–360. https://doi.org/10.1053/j.ajkd.2019.01.030. PMID: 30954312.

10. Leng Y, Li T, Xie R, et al. Effectiveness of patient decision aids in patients with advanced kidney disease: a meta-analysis based on randomized controlled trials. Int Urol Nephrol. 2024;56(10):3295–3305. https://doi.org/10.1007/s11255-024-04101-w. PMID: 38862700.

11. van Eck van der Sluijs A, Vonk S, Bonenkamp AA, et al. Value of patient decision aids for shared decision-making in kidney failure. J Ren Care. 2024;50(1):15–23. https://doi.org/10.1111/jorc.12468. PMID: 37211923.

12. Wu HHL, Poulikakos D, Hurst H. Delivering personalized, goal-directed care to older patients receiving peritoneal dialysis. Kidney Dis (Basel). 2023;9(5):358–370. https://doi.org/10.1159/000531367. PMID: 37901709.

13. Wu HHL, Dhaygude AP, Mitra S, Tennankore KK. Home dialysis in older adults: challenges and solutions. Clin Kidney J. 2023;16(3):422–431. https://doi.org/10.1093/ckj/sfac220. PMID: 36865019; PMCID:PMC9972827.

14. Cheng L, Hu N, Song D, Chen Y. Mortality of peritoneal dialysis versus hemodialysis in older adults: an updated systematic review and meta-analysis. Gerontology. 2024;70(5):461–478. https://doi.org/10.1159/000536648. PMID: 38325351; PMCID:PMC11098023.

15. Elsayed ME, Morris AD, Li X, Browne LD, Stack AG. Propensity score matched mortality comparisons of peritoneal and in-centre haemodialysis: systematic review and meta-analysis. Nephrol Dial Transplant. 2020;35(12):2172–2182. https://doi.org/10.1093/ndt/gfz278. PMID: 31981353.

16. Bansal S, Nararyan R. Management of peritoneal dialysis in patients with obesity. Curr Opin Nephrol Hypertens. 2026;35(1):101–107. https://doi.org/10.1097/MNH.0000000000001124. PMID: 41133752; PMCID:PMC12672041.

17. Dupont V, Kanagaratnam L, Sigogne M, et al. Outcome of polycystic kidney disease patients on peritoneal dialysis: systematic review of literature and meta-analysis. PLoS One. 2018;13(5):e0196769. https://doi.org/10.1371/journal.pone.0196769. PMID: 29787614; PMCID:PMC5963788.

18. Selwood J, Dani M, Corbett R, Brown EA. Kidney replacement therapies in the older person: challenges to decide the best option. Clin Kidney J. 2025;18(2):sfaf020. https://doi.org/10.1093/ckj/sfaf020. PMID: 39995809; PMCID:PMC11848140.

19. Timóteo AT, Mano TB. Efficacy of peritoneal dialysis in patients with refractory congestive heart failure: a systematic review and meta-analysis. Heart Fail Rev. 2023;28(5):1053–1063. https://doi.org/10.1007/s10741-023-10297-3. PMID: 36738391; PMCID:PMC10403434.

20. Mekraksakit P, Suppadungsuk S, Thongprayoon C, et al. Outcomes of peritoneal dialysis in cirrhosis: a systematic review and meta-analysis. Perit Dial Int. 2025;45(2):93–105. https://doi.org/10.1177/08968608241237401. PMID: 38757682.

21. Rajora N, De Gregorio L, Saxena R. Peritoneal dialysis use in patients with ascites: a review. Am J Kidney Dis. 2021;78(5):728–735. https://doi.org/10.1053/j.ajkd.2021.04.010. PMID: 34144102; PMCID:PMC8545758.

SOURCE NOTE KDIGO, ISPD and bibliographic sources were checked 1 September 2026. Local availability of assisted PD, home visits, catheter-placement expertise, supply delivery, reimbursement, interpreter services and home-dialysis support varies by health system. Program-specific requirements and current local policy take precedence over generic operational examples in this teaching chapter.