Clinical Immunology and Allergy

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Observation type

1. ●direct
2. ●case review

Category

1. ●allergic
2. ●immunologic

Age

1. ●infant
2. ●toddler
3. ●child
4. ●adolescent
5. ●adult
6. ●older adult

Setting

1. ●inpatient
2. ●outpatient
3. ●ER
4. ●critical care

Event observed (check all that apply)

1. ●history
2. ●physical
3. ●case presentation

Medical Expert

• □ME 2.2 Elicit an accurate, relevant history
• □ME 2.2 Perform a physical exam that informs the diagnosis
• □ME 2.2 Synthesize and interpret information from the clinical assessment
• □ME 2.2 Synthesize clinical findings for presentation to a supervisor CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Communicator

• □COM 1.1 Communicate using a patient-centred approach that encourages patient trust and autonomy and is characterized by empathy, respect, and compassion CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)
• □COM 2.1 Conduct a patient-centered interview
• □COM 5.1 Maintain accurate and up-to-date problem lists and medication lists
• □COM 5.1 Document the essential elements of a clinical encounter using a structured approach

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Category

1. ●allergic
2. ●immunologic

Setting

1. ●inpatient
2. ●outpatient

Medical Expert

• □ME 2.2 Synthesize and interpret information from the clinical assessment

Communicator

• □COM 5.1 Maintain accurate and up-to date problem lists and medication lists
• □COM 5.1 Organize information in appropriate sections
• □COM 5.1 Document all relevant findings and investigations
• □COM 5.1 Convey clinical reasoning and the rationale for decisions
• □COM 5.1 Provide a clear plan for ongoing management
• □COM 5.1 Adapt the written consultation to the specific clinical context

Collaborator

• □COL 1.3 Provide written documentation in a timely manner
• □COL 1.3 Share expertise when acting in the consultant role, using referral as an opportunity to improve quality of care CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Category

1. ●allergic
2. ●immunologic

Medical Expert

• □ME 1.4 Recognize urgent problems that may need the involvement of more experienced physicians and seek their assistance
• □ME 2.2 Perform a focused history and physical exam
• □ME 2.1 Address primary priorities of resuscitation (airway, breathing, circulation)
• □ME 2.4 Implement initial management plans for common acute unstable presentations

Communicator

• □COM 3.1 Provide explanations and updates to the patient and family

Collaborator

• □COL 3.2 Provide specific information required for safe and effective handover to senior colleagues

Professional

• □P 1.1 Consistently prioritize the needs of patients and others to ensure a patient’s legitimate needs are met CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Case mix

1. ●epicutaneous testing
2. ●intradermal testing
3. ●intramuscular injection
4. ●subcutaneous injection

Setting

1. ●inpatient
2. ●outpatient
3. ●simulation

Age

1. ●infant/toddler
2. ●child
3. ●adolescent
4. ●adult
5. ●older adult

Medical Expert

• □ME 3.2 Demonstrate knowledge of the indications and contraindications for the procedure
• □ME 3.2 Obtain informed consent
• □ME 3.4 Assemble/gather the equipment
• □ME 3.4 Prepare and position the patient for the procedure
• □ME 3.4 Demonstrate aseptic technique: establish and respect the sterile field
• □ME 3.4 Maintain universal precautions; handle sharps safely
• □ME 3.4 Execute the steps of the procedure in a safe and efficient manner
• □ME 3.4 Recognize and manage common complications of basic procedures CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)
• □ME 3.4 Seek assistance as needed when unanticipated findings or changing clinical circumstances are encountered CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Observation type

1. ●direct
2. ●case review

Category

1. ●allergic
2. ●immunologic

Medical Expert

• □Part A: ME 2.1 Recognize instability and medical acuity in a clinical presentation
• □Part A: ME 2.1 Establish priorities for resuscitation and/or emergency management
• □Part A: ME 1.4 Recognize urgent problems that may need the involvement of more experienced colleagues and seek their assistance immediately
• □Part A: ME 2.2 Focus the assessment, performing in a time-effective manner without excluding key elements
• □Part A: ME 2.2 Select and interpret investigations, based on clinical priorities
• □Part A: ME 2.2 Synthesize patient information to determine differential diagnosis
• □Part A: ME 2.4 Develop and implement focused treatment strategies
• □Part A: ME 4.1 Determine the need and timing of referral to another health care professional or setting

Communicator

• □Part A: COM 1.5 Recognize when strong emotions (such as anger, fear, anxiety, or sadness) are impacting an interaction and respond appropriately
• □Part A: COM 3.1 Provide information to patients and their families clearly and compassionately

Collaborator

• □Part A: COL 3.2 Organize the handover of care to the most appropriate physician or health care professional
• □Part B: COL 2.1 Delegate tasks and responsibilities in an appropriate and respectful manner
• □Part B: COL 1.3 Apply closed loop communication in urgent or crisis situations

Leader

• □Part B: L 4.2 Establish clear leadership in managing emergencies, assuming the leadership role as appropriate

Professional

• □Part B: P 4.1 Maintain capacity for professional clinical performance in stressful situations CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Category

1. ●allergic
2. ●immunologic

Medical Expert

• □ME 1.3 Apply clinical and basic sciences to manage common patient presentations in Clinical Immunology and Allergy
• □ME 1.4 Perform an appropriate assessment for a patient with a common and/or uncomplicated allergic and immunologic presentations
• □ME 2.2 Generate a differential diagnosis and appropriate diagnostic strategy
• □ME 2.2 Select and interpret investigations, based on clinical priorities
• □ME 2.4 Develop and implement initial management plans
• □ME 3.1 Describe to patients common procedures or therapies for common conditions in Clinical Immunology and Allergy CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)
• □ME 3.2 Obtain and document informed consent, explaining the risk and benefits, and the rationale for, a proposed procedure or therapy
• □ME 2.2 Determine the patient’s suitability for the proposed procedure/treatment

Communicator

• □COM 3.1 Communicate the diagnosis, prognosis and/or plan of care in a clear, compassionate, respectful and accurate manner
• □COM 4.3 Answer questions from the patient and family about next steps
• □COM 5.1 Document clinical encounters to adequately convey clinical reasoning and the rationale for decisions

Collaborator

• □COL 1.1 Receive and appropriately respond to input from other health care professionals CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Procedure

1. ●epicutaneous testing
2. ●intradermal testing
3. ●food provocation challenge
4. ●drug provocation challenge
5. ●allergen immunotherapy (e.g., subcutaneous, sublingual, oral)
6. ●preparing and administering medications (e.g., dilutions)

Setting

1. ●inpatient
2. ●outpatient
3. ●simulation

Age

1. ●infant
2. ●toddler
3. ●child
4. ●adolescent
5. ●adult
6. ●older adult

Medical Expert

• □ME 3.2 Obtain and document informed consent, explaining the risks and benefits of, and the rationale for, a proposed procedure or therapy
• □ME 3.4 Perform pre-procedural tasks in a timely, skillful, and safe manner
• □ME 3.4 Perform procedures in a skillful and safe manner, adapting to unanticipated findings or changing clinical circumstances
• □ME 3.4 Document procedures accurately
• □ME 3.4 Establish and implement a plan for post-procedure care CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)
• □ME 3.4 Recognize and manage complications
• □ME 3.4 Assess the quality and validity of the study, and any impact on the diagnostic interpretation
• □ME 2.2 Interpret results of investigations/procedures based on clinical situation

Communicator

• □COM 5.1 Document the encounter to adequately convey the procedure and outcome CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Leader

• □L 4.2 Examine personal interests and career goals
• □L 4.2 Adjust educational experiences to gain competencies necessary for future practice

Scholar

• □S 1.2 Interpret data on personal performance to identify opportunities for learning and improvement
• □S 1.1 Define learning needs related to personal practice and/or career goals
• □S 3.1 Generate focused questions that address practice uncertainty and knowledge gaps
• □S 1.1 Create a learning plan that is feasible, includes clear deliverables and a plan for monitoring ongoing achievement
• □S 1.1 Identify resources required to implement a personal learning plan CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Professional

• □P 2.1 Demonstrate a commitment to maintaining and enhancing competence CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Presentation

1. ●allergic rhinoconjunctivitis/sinusitis
2. ●anaphylaxis
3. ●asthma
4. ●atopic and contact dermatitis
5. ●drug hypersensitivity
6. ●food allergy
7. ●mast cell disorders and eosinophilic disorders
8. ●urticaria and angioedema
9. ●venom allergy
10. ●other (write in)

Setting

1. ●inpatient
2. ●outpatient
3. ●simulation

Age

1. ●infant
2. ●toddler
3. ●children
4. ●adolescents
5. ●adult
6. ●older adult

Medical Expert

• □ME 2.2 Perform complete and appropriate assessment, including consideration of competing treatment needs, in a time-effective manner
• □ME 2.2 Select and interpret appropriate investigations based on a differential diagnosis
• □ME 2.2 Generate and prioritize the differential diagnoses
• □ME 3.1 Develop a procedural or therapeutic plan that is safe, patient- centred, and considers the risks and benefits of all approaches CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)
• □ME 2.4 Establish a plan to monitor the clinical course and/or the patient’s response to treatment
• □ME 4.1 Establish plans for ongoing care

Communicator

• □COM 3.1 Provide information to patients and their families clearly and compassionately
• □COM 5.1 Document clinical encounters to adequately convey clinical reasoning and the rationale for decisions

Collaborator

• □COL 1.2 Work effectively with other health care professionals, including other physicians

Leader

• □L 2.1 Demonstrate resource stewardship in clinical care CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Presentation

1. ●severe combined immunodeficiency
2. ●combined immunodeficiency
3. ●humoral deficiency
4. ●immune dysregulation disorder
5. ●phagocytic defect and/or innate immune defect
6. ●autoinflammatory disorder
7. ●complement deficiency
8. ●secondary immunodeficiency
9. ●transplant immunology
10. ●autoimmunity
11. ●immune replacement therapy
12. ●other (write in)

Setting

1. ●inpatient
2. ●outpatient
3. ●simulation

Age

1. ●infant
2. ●toddler
3. ●child
4. ●adolescent
5. ●adult
6. ●older adult

Medical Expert

• □ME 2.2 Perform a complete and appropriate assessment, including consideration of competing treatment needs, in a time-effective manner
• □ME 2.2 Select and interpret appropriate investigations based on a differential diagnosis
• □ME 2.2 Generate and prioritize the differential diagnoses
• □ME 3.1 Develop a procedural or therapeutic plan that is safe, patient- centred, and considers the risks and benefits of all approaches CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)
• □ME 2.4 Establish a plan to monitor the clinical course and/or the patient’s response to treatment
• □ME 4.1 Establish plans for ongoing care

Communicator

• □COM 3.1 Provide information to patients and their families clearly and compassionately
• □COM 5.1 Document clinical encounters to adequately convey clinical reasoning and the rationale for decisions

Collaborator

• □COL 1.2 Work effectively with other health care professionals, including other physicians

Leader

• □L 2.1 Demonstrate resource stewardship in clinical care CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Context

1. ●simulation
2. ●clinical encounters
3. ●communication with outside organizations
4. ●letter for patients and/or organizations
5. ●forms
6. ●presentation
7. ●lecture
8. ●promotional/prevention/educational material for patients, caregivers or communities

Medical Expert

• □ME 2.2 Assess an individual’s need for services, resources and/or accommodations in the workplace/school

Communicator

• □COM 3.1 Convey information related to the patient’s health status, care, and needs in a timely, honest, and transparent manner CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)
• □COM 5.3 Share information in a manner that respects patient privacy and confidentiality and enhances understanding
• □COM 5.1 Complete third party clinical documentation in a thorough, responsible and timely manner CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Leader

• □L 3.1 Apply knowledge of the resources available in various health care and community settings

Health Advocate

• □HA 1.1 Facilitate timely patient access to health services and resources
• □HA 1.2 Work with the patient and family to increase opportunities to adopt healthy behaviours
• □HA 1.3 Incorporate disease prevention, health promotion, and health surveillance activities into interactions with individual patients

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Observation type

1. ●direct
2. ●case review

Category

1. ●allergic
2. ●immunologic

Medical Expert

• □Part A: ME 2.1 Assess the priorities of resuscitation – airway, breathing circulation (ABC’s)
• □Part A: ME 2.4 Develop and implement a management plan
• □Part A: ME 2.4 Provide concurrent treatment and ongoing assessment of the patient’s clinical condition
• □Part A: ME 2.4 Reassess, re-evaluate and adjust resuscitative and diagnostic efforts as appropriate
• □Part A: ME 4.1 Determine the need and timing of referral to another health care professional or setting
• □Part A: ME 1.4 Act decisively and maintain control of crisis situations

Communicator

• □Part A: COM 5.1 Document the encounter to convey the outcome and rationale for clinical decisions

Collaborator

• □Part A: COL 1.1 Receive and appropriately respond to input from other members of the team
• □Part B: COL 2.1 Delegate tasks and responsibilities in an appropriate and respectful manner
• □Part B: COL 1.2 Seek and respond to input from members of the health care team
• □Part B: COL 1.2 Communicate effectively with the health care team using clear language and keeping them informed of management plans and rationale
• □Part B: COL 2.2 Identify communication barriers and promote positive communication between health care professionals CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Leader

• □Part B: L 4.2 Establish clear leadership in resuscitative efforts

Professional

• □Part A: P 4.1 Maintain capacity for professional clinical performance in stressful situations

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Case mix

1. ●food challenge
2. ●drug/vaccine challenge
3. ●desensitization

Setting

1. ●inpatient
2. ●outpatient
3. ●simulation

Complexity

1. ●simple
2. ●complex

Age

1. ●infant
2. ●toddler
3. ●child
4. ●adolescent
5. ●adult
6. ●older adult

Medical Expert

• □ME 2.2 Perform a focused clinical assessment without excluding key elements
• □ME 2.2 Assess a patient’s suitability to proceed with a challenge or desensitization
• □ME 3.1 Select the test protocol relevant to the clinical question and patient condition
• □ME 3.2 Obtain and document informed consent, explaining the risks and benefits of, and rationale for a proposed procedure or therapy
• □ME 3.4 Perform or supervise the procedure
• □ME 3.4 Monitor patient comfort and safety, and adjust the procedure as needed CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)
• □ME 3.4 Manage immediate complications of the procedure, as relevant
• □ME 3.4 Seek assistance as needed when unanticipated findings or changing clinical circumstances are encountered
• □ME 3.4 Establish and implement a plan for post-procedure care

Communicator

• □COM 3.1 Address patient/family concerns, questions and anxiety throughout the procedure
• □COM 5.1 Document the encounter to adequately convey the procedure and outcome CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Collaborator

• □COL 1.2 Communicate effectively with nurses during the procedure

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Case mix

1. ●spirometry
2. ●peak flow

Setting

1. ●inpatient
2. ●outpatient

Patient age

1. ●child
2. ●adolescent
3. ●adult
4. ●older adult

Complexity

1. ●simple
2. ●complex

Medical Expert

• □Part A: ME 2.2 Perform a focused clinical assessment without excluding key elements
• □Part A: ME 2.2 Assess a patient’s suitability to proceed with spirometry/peak flow assessment
• □Part A: ME 3.2 Obtain and document informed consent, explaining the risks and benefits of, and the rationale for, a proposed procedure or therapy
• □Part A: ME 3.4 Assemble/gather the equipment
• □Part A: ME 3.4 Prepare and position the patient for the procedure
• □Part A: ME 3.4 Coach the patient through the steps of the procedure
• □Part A: ME 3.4 Monitor patient comfort and safety, and adjust the procedure as needed
• □Part A: ME 3.4 Modify or adjust the procedure as needed to optimize study quality
• □Part A: ME 3.4 Manage immediate complications of the procedure, as relevant
• □Part B: ME 1.3 Apply knowledge of respiratory physiology
• □Part B: ME 1.3 Apply knowledge of the technical components of diagnostic testing including equipment and protocols
• □Part B: ME 3.4 Assess the quality and validity of the study, and any impact on the diagnostic interpretation
• □Part B: ME 3.4 Interpret respiratory diagnostic investigations
• □Part B: ME 3.4 Summarize findings of clinical relevance, and provide suggestions for further testing and/or management as appropriate

Communicator

• □Part A: COM 3.1 Provide explanations that are clear and accurate while checking for understanding
• □Part B: COM 5.1 Provide clear, concise and accurate reports of diagnostic testing in a timely fashion CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)
• □Part B: COM 5.1 Communicate critical results urgently, as needed CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Scholar

• □Part B: S 3.4 Integrate best evidence and clinical expertise

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Safety incident type

1. ●harmful incident
2. ●no harm incident
3. ●near miss

Medical Expert

• □ME 5.1 Identify a patient safety incident in a timely manner
• □ME 5.1 Identify the clinical circumstances contributing to an adverse event
• □ME 5.1 Intervene to mitigate further injury
• □ME 2.4 Develop and implement initial management plans
• □ME 5.1 Document harmful patient safety incidents as per institutional processes
• □ME 5.1 Identify changes in practice/clinical care to prevent similar events

Communicator

• □COM 3.2 Communicate the reasons for unanticipated clinical outcomes to the patients and disclose patient safety incidents
• □COM 3.2 Apologize appropriately for a harmful patient safety incident
• □COM 4.3 Answer questions from the patient and family about next steps CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Professional

• □P 4.1 Apply strategies to mitigate the personal impact of patient safety incidents CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Observer role

1. ●supervisor
2. ●consultant
3. ●other

Setting

1. ●inpatient
2. ●outpatient

Medical Expert

• □ME 2.2 Synthesize information from the clinical assessment and investigations to determine the patient’s clinical status and health care needs
• □ME 4.1 Determine the need and timing of referral to another health care professional or setting

Collaborator

• □COL 1.3 Consult as needed with other health care professionals, including other physicians
• □COL 1.3 Communicate effectively with physicians and other health care professionals
• □COL 1.3 Provide timely and necessary written information to colleagues to enable effective relationship-centred care CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)
• □COL 1.3 Engage in respectful shared decision-making with physicians and other colleagues in the health care professions CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Leader

• □L 2.1 Apply knowledge of local resources for optimal patient care

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Type of activity

1. ●journal club
2. ●grand rounds
3. ●case presentation
4. ●other

Collaborator

• □Part B: COL 2.1 Delegate tasks and responsibilities in an appropriate and respectful manner

Scholar

• □Part A: S 2.4 Identify the learning needs and desired learning outcomes of others
• □Part A: S 2.4 Develop learning objectives for a teaching activity
• □Part A: S 3.3 Critically evaluate the integrity, reliability and applicability of health related research and literature CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)
• □Part A: S 3.4 Integrate best evidence and clinical expertise
• □Part A: S 2.4 Present the information in an organized manner to facilitate understanding
• □Part A: S 2.4 Use audiovisual aids effectively
• □Part A: S 2.4 Provide adequate time for questions and discussion
• □Part B: S 2.2 Create a positive learning environment
• □Part B: S 2.3 Be available and accessible to junior learners
• □Part B: S 2.4 Identify the learning needs and desired learning outcomes of others
• □Part B: S 2.4 Provide clinical teaching and/or other informal learning activities
• □Part B: S 2.5 Provide feedback to enhance learning and performance
• □Part B: S 3.4 Integrate best evidence and clinical expertise into decision-making

Professional

• □Part B: P 1.1 Intervene when behaviours toward colleagues and/or learners undermine a respectful environment CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Scholar

• □S 4.4 Identify, consult, and collaborate with content experts and others in the conduct of scholarly work
• □S 4.4 Generate focused questions for scholarly investigation
• □S 3.3 Critically evaluate the integrity, reliability, and applicability of health literature
• □S 4.4 Select appropriate methods of addressing a given scholarly question
• □S 4.2 Identify ethical principles in research
• □S 4.3 Actively participate as a research team member, balancing the roles and responsibilities of a researcher with the clinical roles and responsibilities of a physician
• □S 4.4 Collect data and determine appropriate analysis
• □S 4.4 Integrate existing literature and findings of data collection
• □S 4.5 Summarize and communicate the findings of research and scholarly inquiry and identify areas for further investigation CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Observation type

1. ●direct
2. ●case review

Category

1. ●allergic
2. ●immunologic

Age

1. ●infant
2. ●toddler
3. ●child
4. ●adolescent
5. ●adult
6. ●older adult

Setting

1. ●inpatient
2. ●outpatient

Medical Expert

• □ME 1.6 Recognize and respond to the complexity, uncertainty, and ambiguity inherent in Clinical Immunology and Allergy practice
• □ME 2.4 Demonstrate flexibility in clinical reasoning, in the setting of clinical uncertainty
• □ME 2.1 Prioritize which issues need to be addressed
• □ME 2.2 Synthesize patient information
• □ME 2.2 Revise the differential diagnosis in response to new clinical information, or response to treatment
• □ME 2.4 Establish a patient centered management plan despite limited, non- diagnostic, or conflicting clinical data CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Communicator

• □COM 3.1 Convey information related to the uncertainty in diagnosis and/or treatment in a clear, timely and transparent manner
• □COM 4.1 Use communication skills and strategies that help the patient make informed decisions
• □COM 5.1 Document clinical encounters to adequately convey clinical reasoning and the rationale for decisions

Collaborator

• □COL 1.3 Consult as needed with other health care professionals, including other physicians

Scholar

• □S 3.1 Generate focused clinical questions relevant to patient diagnoses or management to guide literature searches
• □S 3.4 Critically appraise relevant medical literature to make evidence informed medical decisions

Professional

• □P 1.1 Identify limits in their own expertise CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Case description

Feedback provided

Next steps

Entrustment (how much supervision did this activity need?)

1. ●I had to do
2. ●I had to talk them through
3. ●I needed to prompt
4. ●I needed to be there just in case
5. ●I didn’t need to be there

Medical Expert

• □ME 1.1 Demonstrate responsibility and accountability for decisions regarding patient care, acting in the role of most responsible physician
• □ME 1.4 Perform relevant and time-effective clinical assessments
• □ME 1.5 Prioritize patients based on the urgency of clinical presentations
• □ME 1.5 Carry out professional duties in the face of multiple, competing demands
• □ME 2.4 Establish patient centered management plans CLINICAL IMMUNOLOGY AND ALLERGY (2021) (MINOR REVISIONS – OCTOBER 2023)

Leader

• □L 2.1 Allocate health care resources for optimal patient care
• □L 4.1 Set priorities and manage time to fulfil diverse responsibilities

Scholar

• □S 3.4 Integrate best evidence and clinical expertise into decision-making

Professional

• □P 4.1 Manage the mental and physical challenges that impact physician wellness and/or performance in demanding or stressful clinical settings

Case description

Feedback provided

Next steps