General Internal Medicine
Royal College of Physicians and Surgeons of Canada · 1.0 · 26 EPAs
Also available in French.
Every EPA in the published guide, shown as the form DebriefMD fills in, with its fields and answer options.
Transition to Discipline
TTD-1
Assessing and proposing management for patients with common internal medicine presentations
Key features and assessment plan
- This EPA focuses on reassessment of the skills achieved in Internal Medicine training, as applied in the setting of the GIM training program - This EPA includes observation of a full history and physical exam and discussion of the management plan, which may include investigations, the initial treatment plan and the decision regarding admission. - This EPA may be observed in the full range of presentations typically seen in Internal Medicine, in any clinical care setting - This EPA must be observed by a GIM attending
Direct observation by GIM attending Use Form 1 Collect one observation
Suggested observations: 1
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 1.4 Recognize problems that may need the involvement of more experienced colleagues and seek their assistance
- ME 2.2 Elicit a history and perform a relevant physical exam
- ME 2.2 Select and/or interpret investigations
- ME 2.2 Develop a differential diagnosis relevant to the patient’s presentation
- ME 2.4 Develop and implement initial management plans for common problems in General Internal Medicine
- ME 1.4 Organize the clinical information for oral presentation and written documentation
- ME 2.4 Prescribe medications appropriately, including medication reconciliation
- ME 2.4 Determine appropriate patient disposition, which may include admission, referral or follow-up
Communicator
- COM 1.1 Communicate using a patient-centred approach that facilitates patient trust and autonomy and is characterized by empathy, respect, and compassion
- COM 3.1 Provide clear, accurate information and explanations to the patient and/or family
Professional
- P 1.1 Complete assigned responsibilities
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
TTD-2
Assessing, resuscitating, and providing initial management for patients with acute, unstable medical prese…
Key features and assessment plan
- This EPA focuses on reassessment of the skills achieved in Internal Medicine training, as applied in the setting of the GIM training program. - This EPA may be observed in patients with any high acuity, unstable medical presentation, in any care setting or in simulation.
Part A: Submit evidence of active ACLS certification Part B: Direct observation by attending staff Collect information on - Setting: clinical; simulation Collect one observation
Suggested observations: 1
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 1.4 Recognize problems that may need the involvement of more experienced colleagues and seek their assistance
- ME 2.1 Recognize instability and medical acuity in a clinical presentation
- ME 2.2 Focus the clinical encounter, performing it in a time-effective manner, without excluding key elements
- ME 2.4 Develop and implement focused treatment strategies
- ME 3.3 Triage a procedure or therapy, taking into account clinical urgency, potential for deterioration, and available resources
- ME 4.1 Determine the necessity and timing of referral to another physician
- ME 4.1 Determine the need and timing of transfer to another level of care
Communicator
- COM 3.1 Provide clear, accurate information and explanations to the patient and/or family
Collaborator
- COL 3.2 Provide safe and effective handover during transitions in care
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
Foundations
F-1
Applying the GIM approach to the assessment and initial management for patients with any general internal me…
Key features and assessment plan
- This EPA focuses on the application of the comprehensive, holistic, GIM approach to patient assessment as well as the generation of the initial management plan. - This EPA will be observed in the acute care setting, during an initial GIM consult/assessment of a patient with any general internal medicine presentation.
Indirect (case review and discussion) or direct observation by GIM attending Use Form 1. Collect at least 4 observations of achievement - At least 2 assessors
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 2.1 Establish priorities for the clinical encounter, incorporating the patient’s perspectives, preferences and care needs
- ME 1.4 Perform clinical assessments that address all relevant issues
- ME 2.2 Identify social determinants of health that may impact on the patient’s care
- ME 2.3 Address the impact of the medical condition on the patient’s ability to pursue life goals and purposes
- ME 2.4 Develop and implement management plans, incorporating consideration of the impact of multimorbidity and/or complexity as relevant
- ME 1.6 Provide evidence-informed, patient-centred care of one or more conditions in the presence of one or more other conditions
- ME 2.4 Anticipate common complications of disorders and their treatment, and incorporate these considerations in the management plan
- ME 4.1 Coordinate care around the patient’s needs, including care provided by other physicians, health care professionals and services
Communicator
- COM 2.1 Use patient-centred interviewing skills to effectively gather relevant biomedical and psychosocial information
- COM 2.3 Seek and synthesize relevant information from other sources, including the patient’s family
Collaborator
- COL 1.3 Integrate the patient’s perspective and context into the collaborative care plan
Leader
- L 2.1 Apply knowledge of the resources available in the care setting when developing and implementing management plans
- L 2.2 Apply evidence and guidelines with respect to resource utilization in common clinical scenarios
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
F-2
Applying the GIM approach to the ongoing management of patients with common acute general internal medicine …
Key features and assessment plan
- This EPA focuses on the application of the comprehensive, holistic, GIM approach to the ongoing management of the acute presentation as an integrated strategy that considers the patient’s other medical conditions, anticipated complications and expected disposition, and is aligned with the patient’s overall goals of care. - This EPA will be observed in the acute care setting, in patients with presentations that are common and acute (either one system disease or common simple multisystem disease (e.g. pneumonia and mild AKI or cardiorenal syndrome)). - This EPA maybe observed at any time point during the patient’s care.
Direct or indirect observation by GIM attending Use Form 1. Form collects information on: - Conditions: (free text) Collect at least 4 observations of achievement: - At least 3 different conditions
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 1.3 Apply clinical and biomedical sciences to manage common patient presentations in General Internal Medicine
- ME 1.4 Perform clinical assessments that address all relevant issues
- ME 2.1 Iteratively establish priorities, considering the perspective of the patient and family (including values and preferences) as the patient’s situation evolves
- ME 2.2 Ascertain the patient’s clinical status and response to treatment
- ME 2.4 Adapt management plans, as needed, in response to new findings or changing clinical circumstances
- ME 2.2 Ascertain the setting of care appropriate for the patient’s ongoing health needs
- ME 2.3 Work with the patient and their family to understand relevant options for care
- ME 4.1 Develop and implement plans for transition and ongoing care taking into consideration the patient’s clinical state and preferences as well as available resources in health care setting or home
- ME 4.1 Coordinate care around the patient’s needs, including the care provided by other physicians, health care professionals and services
Communicator
- COM 3.1 Share information, and validate understanding of the patient and family, with regard to diagnosis, prognosis and/or management
Collaborator
- COL 3.2 Anticipate issues or questions in the patient’s transition to a different health care setting, professional or stage in care
- COL 3.2 Communicate with the receiving physician, summarizing patient issues at time of transfer and clarifying after transition as needed
Health Advocate
- HA 1.1 Facilitate timely patient access to services and resources
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
F-3
Assessing and providing initial management for patients with common presentations in an outpatient clinic
Key features and assessment plan
- This EPA focuses on the setting of the outpatient clinic, and the distinct clinical presentations, patient acuity, and access to medical information and resources that are specific to this setting. - An important aspect of this EPA is the decision making regarding future plan of care, which may include ongoing follow-up, discharge back to referring physician, referral to another physician or admission. - This EPA may be observed in any outpatient clinic (i.e. GIM, longitudinal, other).
Direct or indirect observation by supervisor Form collects information on - Type of clinic: GIM; other - Complexity: low; medium; high Collect 4 observations of achievement - At least 3 GIM clinic - At least 2 medium complexity - At least 2 assessors
Suggested observations: 4
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Type of clinic
- GIM
- other
Complexity
- low
- medium
- high
Medical Expert
- ME 2.2 Focus the clinical encounter, performing it in a time-effective manner, without excluding key elements
- ME 2.2 Select and sequence investigations based on the priority of patient needs and the resources available in the outpatient setting
- ME 2.4 Develop and implement initial management plans for common problems in General Internal Medicine
- ME 4.1 Plan follow-up on results of investigation and response to treatment
- ME 4.1 Coordinate care around the patient’s needs, including the care provided by other physicians, health care professionals and services
Communicator
- COM 5.1 Document consultations to adequately convey clinical reasoning and the rationale for decisions
Collaborator
- COL 1.2 Establish the scope of overlapping and shared care responsibilities with the referring physician
Leader
- L 2.1 Use clinical judgment to minimize wasteful practices
Health Advocate
- HA 1.2 Select patient education resources relevant to common General Internal Medicine conditions
Scholar
- S 1.2 Identify, record, prioritize and answer learning needs that arise in daily work
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
Core
C-1
Applying the GIM approach to the ongoing management of complex patients with acute general internal medicine…
Key features and assessment plan
- This EPA builds on the skills achieved in the Foundations stage to focus on complex patients with acute medical presentations; this may include patients with undifferentiated, complex single system or multiple active competing conditions. - This EPA focuses on applying the comprehensive, holistic, GIM approach to the ongoing management of the condition as an integrated strategy that considers the patient’s other medical conditions, anticipated complications and expected disposition, and is aligned with the patient’s overall goals of care. This includes comprehensive transition planning. - This EPA will be observed in the inpatient setting. - The observation of this EPA must occur in cases in which the resident has been involved at times of important management decisions.
Direct or indirect observation by GIM attending Use Form 1. Form collects information on: - Complexity: social; undifferentiated condition; multi-system - Stage of care: transition planning; ongoing management Collect at least 6 observations of achievement - A range of complexity - At least 2 of each stage of care
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Complexity
- social
- undifferentiated condition
- multi-system
Stage of care
- transition planning
- ongoing management
Medical Expert
- ME 1.3 Apply clinical and biomedical sciences to manage complex patient presentations in General Internal Medicine
- ME 2.1 Iteratively establish priorities, considering the perspective of the patient and family (including values and preferences) as the patient’s situation evolves
- ME 2.2 Integrate new findings and changing clinical circumstances into the assessment of the patient’s clinical status
- ME 2.2 Evaluate the applicability of conflicting data and/or recommendations
- ME 1.6 Provide evidence informed, patient centred care of one condition in the presence of one or more other conditions
- ME 1.6 Provide care for patients with undifferentiated presentations
- ME 2.4 Develop and implement management plans that consider all of the patient’s health problems and needs
- ME 3.3 Balance risk, effectiveness and priority of interventions in the presence of multiple co-morbidities
- ME 4.1 Determine the need, timing and priority of referral to another physician and/or health care professional
- ME 4.1 Determine the need and timing of transfer to another level of care
- ME 4.1 Establish plans for transition and ongoing care, taking into consideration all of the patient’s health problems and needs as well as clinical state and preferences
Communicator
- COM 3.1 Convey information related to the patient’s health status, care, and needs in a timely, honest, and transparent manner
Collaborator
- COL 3.2 Provide safe, efficient and patient-centred transitions between health care providers as well as between different health care professionals
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-2
Applying the GIM approach to the management of patients with any general internal medicine presentation in t…
Key features and assessment plan
- This EPA builds on the skills achieved in the Foundation stage to apply the GIM approach to the management of patients across the breadth of presentations in the outpatient clinic. - This includes management of the patient using an integrated strategy that considers the patient’s other medical conditions, anticipated complications, and expected disposition, and is aligned with the patient’s overall goals of care. - This EPA will be observed in a GIM clinic or in the resident’s longitudinal clinic.
Indirect observation by the GIM attending physician (case review/discussion) Use Form 1. Form collects information on: - Presentation: undifferentiated; new diagnosis; chronic medical condition Collect at least 10 observations of achievement - At least 4 undifferentiated presentations - At least 2 newly diagnosed conditions - At least 4 chronic medical conditions - At least 4 assessors
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Presentation
- undifferentiated
- new diagnosis
- chronic medical condition
Medical Expert
- ME 2.1 Establish priorities for the clinical encounter, incorporating the patient’s perspectives, preferences and care needs
- ME 1.4 Perform clinical assessments that address all relevant issues
- ME 2.2 Integrate and synthesize the clinical information
- ME 2.4 Develop and implement management plans for any GIM presentation, incorporating consideration of the impact of multimorbidity and/or complexity as relevant
- ME 4.1 Implement a plan for ongoing care, follow-up on investigations, response to treatment and/or monitoring for disease progression
- ME 4.1 Coordinate treatment and follow-up across care settings and amongst other physicians, health care professionals and services
Communicator
- COM 3.1 Share information and explanations that are clear and accurate while checking for understanding
- COM 4.3 Use communication strategies and skills that engage the patient and family in shared decision-making
Collaborator
- COL 1.3 Integrate the patient’s perspective and context into the collaborative care plan
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-3
Assessing and managing perioperative patients
Key features and assessment plan
- This EPA focuses on the assessment and management of patients with the added physiologic stressor of surgery. It includes the care of complex patients and both pre- and post-operative medical care. - This EPA may be observed in any care setting: outpatient, inpatient, emergency room. - The observation of this EPA is divided into two parts: pre-operative assessment; and management of patients with postoperative medical issues. Example of postoperative medical issues include but are not limited to: arrhythmia, acute coronary syndrome, (ACS), myocardial injury after non-cardiac surgery (MINS), acute dyspnea/hypoxia, respiratory failure, delirium, thromboembolic disease, substance withdrawal, hyper and hypoglycemia, fever, hypertension, medication management, electrolyte disturbances, exacerbations of chronic medical conditions.
Part A: Pre-operative assessment Indirect or direct observation by GIM attending Use Form 1. Form collects information on: - Case complexity: low: medium; high Collect 5 observations of achievement - All medium or high complexity Part B: Post-operative management Indirect or direct observation by GIM attending Use form 1. Form collects information on: - Case complexity: low: medium; high Collect 5 observations of achievement - At least 4 medium or high complexity
Suggested observations: 5
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Case complexity
- low: medium
- high
Medical Expert
- Part A: ME 2.2 Elicit perioperative history emphasizing information needed to provide risk stratification and reduction
- Part A: ME 2.2 Perform a focused evidence-informed physical examination
- Part A: ME 2.2 Select and/or interpret investigations
- Part A: ME 2.2 Integrate and synthesize the clinical information to assess clinical status, peri-operative risk and opportunities for risk mitigation
- Part A: ME 2.3 Work with the patient and family to understand the patient’s health needs, values and preferences for their care
- Part A: ME 2.4 Anticipate perioperative issues and complications, and incorporate these considerations in the management plan
- Part A: ME 2.4 Develop and implement a plan for medical perioperative care, including risk stratification and modification
- Part A: ME 2.4 Develop and implement a plan for optimization of current clinical status and treatment
- Part B: ME 1.4 Adapt the clinical assessment to the expectations and boundaries of the consultant role
- Part B: ME 2.2 Select investigation strategies for patients in the perioperative period
- Part B: ME 2.2 Integrate and synthesize the clinical information
- Part B: ME 2.4 Develop and implement management plans for acute medical illnesses in the postoperative period, including pre-existing conditions and/or acute complications
- Part B: ME 2.4 Develop and implement monitoring strategies for anticipated adverse events, illnesses and/or complications
- Part B: ME 1.6 Provide evidence informed, patient-centred care of one or more conditions in the presence of one of more conditions
- Part B: ME 4.1 Coordinate treatment and follow-up for new medical diagnoses uncovered during risk stratification and/or postoperative course
Communicator
- Part A: COM 4.3 Use communication strategies and skills that engage the patient and family in shared decision making
- Part A: COM 5.1 Prepare consultation notes that document all relevant findings and provide clear recommendations
- Part B: COM 5.1 Prepare consultation notes that document all relevant findings and provide clear recommendations
Collaborator
- Part A: COL 3.2 Provide anticipatory guidance for results of outstanding investigations and/or next steps for management
- Part B: COL 1.2 Establish a clear understanding with the referring physician regarding role and responsibility for ongoing care
- Part B: COL 1.3 Provide support and advice for ongoing management when in the consultant role
- Part B: COL 1.3 Communicate effectively with physicians and other health care professionals
Scholar
- Part A: S 3.3 Identify relevant literature and evaluate its integrity, reliability and applicability
- Part A: S 3.4 Integrate best evidence and clinical expertise into decision-making
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-4
Assessing and managing pregnant patients with common or emergent obstetrical medical presentations
Key features and assessment plan
- This EPA may be observed in the outpatient, inpatient, or emergency room setting. - The observation of this EPA is divided into two parts: patient assessment and management; and counselling of the pregnant patient regarding medical issues.
Part A: Assessment and management Indirect observation by supervisor Use form 1. Form collects information on - Setting: inpatient; outpatient - Timing: antepartum; postpartum - Presentations: acute dyspnea; asthma; acute respiratory failure; chest pain; acute heart failure; dysrhythmias; edema; headache; Type 1 diabetes; Type 2 diabetes; gestational diabetes; pre-existing hypertension; gestational hypertension; thromboembolic disease; thrombocytopenia; other Collect 6 observations of achievement - At least 2 inpatient - At least 3 each antepartum and postpartum - At least 4 different diagnoses - At least one diabetes - At least one hypertension Part B: Counselling Direct observation by supervisor Use form 1 Collect 2 observations of achievement
Suggested observations: 6
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Setting
- inpatient
- outpatient
Timing
- antepartum
- postpartum
Presentations
- acute dyspnea
- asthma
- acute respiratory failure
- chest pain
- acute heart failure
- dysrhythmias
- edema
- headache
- Type 1 diabetes
- Type 2 diabetes
- gestational diabetes
- pre-existing hypertension
- gestational hypertension
- thromboembolic disease
- thrombocytopenia
- other
Medical Expert
- Part A: ME 1.3 Apply knowledge of the impact of pregnancy on the stability and progression of common medical conditions
- Part A: ME 1.4 Perform clinical assessments that address all relevant issues, adapting to the expectation and boundaries of the consultant role
- Part A: ME 2.2 Select investigation strategies that are safe and efficacious for the pregnant patient
- Part A: ME 2.2 Interpret clinical information and investigations in the context of the physiology of pregnancy
- Part A: ME 2.4 Incorporate considerations of the safety and efficacy of medication use in pregnancy into the management plan
- Part A: ME 2.4 Incorporate considerations of the safety and efficacy of therapeutic interventions in pregnancy into the management plan
- Part A: ME 2.4 Develop and implement monitoring strategies for anticipated adverse events, illnesses and/or complications
- Part A: ME 2.4 Develop a plan to deal with clinical uncertainty
- Part A: ME 2.4 Develop and implement management plan for medical problems occurring during pregnancy
- Part A: ME 4.1 Determine the need, timing and priority of referral to another physician and/or health care professional
- Part B: ME 2.2 Assess the patient’s health literacy
Communicator
- Part A: COM 4.3 Use communication skills and strategies that help the patient make informed decisions
- Part B: COM 1.1 Communicate using a patient-centred approached that facilitates patient trust and autonomy and is characterized by empathy, respect and compassion
- Part B: COM 1.4 Use appropriate non-verbal behaviours to enhance communication with patients
- Part B: COM 2.1 Gather information about the patient’s beliefs and values regarding her pregnancy
- Part B: COM 3.1 Share information and explanations that are clear and accurate while checking for understanding
- Part B: COM 4.3 Use communication skills and strategies that help the patient make informed decisions
Collaborator
- Part A: COL 1.3 Provide support and advice for ongoing management when in the consultant role
- Part A: COL 1.3 Engage in respectful shared decision making with other health care professionals
Health Advocate
- Part B: HA 1.1 Work with the patient to address determinants of health that affect her and her pregnancy
Scholar
- Part A: S 3.1 Generate focused questions to address practice uncertainty and knowledge gaps
- Part A: S 3.3 Identify relevant literature and evaluate its integrity, reliability and applicability
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-5
Assessing and counselling women of reproductive age with common chronic general internal medicine conditions
Key features and assessment plan
- This EPA includes assessing the risk of pregnancy on the underlying GIM condition as well as the risks of the underlying GIM condition and/or its treatment on the pregnancy and the fetus. It also includes counselling for the risk of unplanned pregnancy as well as counselling those who may become pregnant. - The observation of this EPA is divided into two parts: patient assessment; and counselling.
Part A: Patient assessment Indirect observation by supervisor Use form 1. Form collects information on - Underlying condition: hypertension; diabetes; venous thromboembolism; other Collect 1 observation of achievement Part B: Counselling Direct observation by supervisor Use form 1. Form collects information on - Issue: well woman; uncontrolled disease - Setting: inpatient; outpatient Collect 2 observations of achievement - At least one outpatient
Suggested observations: 1
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Underlying condition
- hypertension
- diabetes
- venous thromboembolism
- other
Medical Expert
- Part A: ME 2.1 Identify women for whom pregnancy may pose a health risk
- Part A: ME 1.3 Apply knowledge of the effects of GIM conditions on fertility, pregnancy, and fetal outcomes
- Part A: ME 1.4 Perform clinical assessments that address all relevant issues
- Part A: ME 2.2 Integrate and synthesize the clinical information
- Part A: ME 2.2 Provide an assessment of peripartum maternal and fetal risk
- Part A: ME 2.4 Select and/or adjust medications with consideration of safety of use in women of childbearing age
- Part A: ME 2.4 Optimize management of pre-existing conditions to reduce fetal and maternal risk
- Part A: ME 4.1 Coordinate treatment and follow-up across care settings and amongst other physicians, health care professionals and services
- Part A: ME 4.1 Determine the need, timing and priority of referral to another physician and/or health care professional
- Part B: ME 2.2 Assess the patient’s health literacy
Communicator
- Part A: COM 4.3 Use communication skills and strategies that help the patient make informed decisions
- Part B: COM 1.1 Communicate using a patient-centred approached that facilitates patient trust and autonomy and is characterized by empathy, respect and compassion
- Part B: COM 1.4 Use appropriate non-verbal behaviours to enhance communication with patients
- Part B: COM 2.1 Gather information about the patient’s beliefs and values regarding her pregnancy
- Part B: COM 3.1 Share information and explanations that are clear and accurate while checking for understanding
- Part B: COM 4.3 Use communication skills and strategies that help the patient make informed decisions
Collaborator
- Part A: COL 1.3 Engage in respectful shared decision-making with other health care professionals
Health Advocate
- Part B: HA 1.1 Work with the patient to address determinants of health that affect her and her pregnancy
Professional
- Part A: P 1.3 Recognize and respond to ethical issues encountered in the clinical setting
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-6
Providing preventive care and health promotion
Key features and assessment plan
- This EPA builds on the skills achieved in the Foundation stage to apply the GIM approach to prevention and health promotion. This includes risk reduction as an integrated strategy that considers the patient’s other medical conditions and overall goals of care, that enables patient self-care and that employs collaboration and delegation to other health care professionals. - This EPA may be observed in any setting. - The observation of this EPA is divided into two parts: direct observation of a patient counselling encounter; integration of preventive health/health promotion into ongoing care over the period of a clinical day.
Part A: Patient encounter/counselling Direct observation by supervisor Use form 1. Collect 2 observations Part B: Integration into usual care Indirect observation by supervisor, at end of clinical day Use Form 3 Collect 2 observations of achievement
Suggested observations: 2
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- Part A: ME 2.2 Assess an individual’s access to health care, food, security and other social determinants of health
- Part A: ME 2.2 Assess the patient’s health literacy
- Part A: ME 2.4 Integrate primary and secondary prevention strategies as part of the overall management plan
- Part A: ME 4.1 Establish plans for ongoing care
- Part B: ME 2.4 Integrate primary and secondary prevention strategies as part of the overall management plan
- Part B: ME 2.4 Prescribe strategies for risk reduction
Communicator
- Part A: COM 4.3 Use communication skills and strategies that help the patient make informed decisions
Collaborator
- Part A: COL 1.2 Make effective use of the scope and expertise of other health care professionals
Health Advocate
- Part A: HA 1.1 Facilitate timely patient access to services and resources
- Part A: HA 1.2 Work with the patient to increase their understanding of their illness and health care needs
- Part A: HA 1.2 Apply the principles of behaviour change during conversations with patients about adopting healthy behaviours
- Part A: HA 1.2 Counsel and support patients regarding risk factor reduction
- Part B: HA 1.2 Counsel and support patients regarding risk factor reduction
- Part B: HA 1.3 Implement strategies for disease prevention, health promotion and health surveillance
Professional
- Part A: P 1.1 Demonstrate respect for patient autonomy
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-7
Providing care for patients with end stage disease
Key features and assessment plan
- This EPA focuses on patients whose goals of care are transitioning to an emphasis on quality of life rather than disease modification or cure. This includes the recognition that the patient’s burden of illness has progressed, and that further intervention may be of limited or low benefit. It includes management of disabling symptoms, optimization of quality of life and provision of care appropriate to the patient’s goals of care. - This EPA may be observed in any setting, and in patients with any condition.
Direct and/or indirect observation by supervisor Use Form 1. Collect 3 observations of achievement
Suggested observations: 3
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 1.6 Adapt care as the complexity, uncertainty, and ambiguity of the patient’s clinical situation evolves
- ME 2.1 Identify patients whose condition has progressed to end stage
- ME 2.1 Identify patients for whom the patient perceived burden of disease modifying therapy or investigations is greater than the clinical benefit.
- ME 2.3 Recognize and respond to signs that it is time to transition care away from a disease modifying approach
- ME 2.3 Address the impact of the medical condition on the patients’ ability to pursue life goals and purposes
- ME 2.3 Establish goals of care in collaboration with the patient and family
- ME 3.1 Select investigations and therapies appropriate to the patient’s goals of care
- ME 2.4 Develop and implement management plans that optimize symptom management and support achievement of the patient’s goals of care
Communicator
- COM 2.1 Gather information about the patient’s beliefs, values, preferences, context, and expectations with regards to their care
- COM 3.1 Provide information on diagnosis and prognosis in a clear, compassionate, respectful, and objective manner
- COM 4.3 Use communication skills and strategies that help the patient and family make informed decisions
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-8
Stabilizing patients who are critically ill and providing or arranging definitive care
Key features and assessment plan
- This EPA builds on the competencies achieved in Internal Medicine to focus on the care provided to critically ill patients following initial resuscitation, including definitive care as well as decisions regarding the need for transfer to another health care setting or physician. - The observation of this EPA is divided into three parts: patient care; handover at transition of care; crisis resource management. - The patient management aspects of this EPA may be observed in any care setting - The aspects of this EPA addressing handover and crisis resource management may be observed in a clinical or simulation setting.
Part A: Patient care Indirect observation by supervisor (case review) Use Form 1. Form collects information on - Ventilation: none; invasive; non-invasive - Vasopressor support: yes; no - Transfer required: yes; no Collect 8 observations of achievement - At least two invasive ventilation - At least two non-invasive ventilation - At least two patients on vasopressor support - No more than two that required transfer Part B: Handover at transition of care Direct observation by supervisor Use form 1. Form collects information on: - Setting: clinical; simulation Collect 1 observation of achievement Part C: Crisis resource management Multiple observers provide feedback individually, which is then collated to one report for Competence Committee review Use Form 3. Form collects information on: - Role of observer: supervisor; nurse; other health care professional; other resident; student Collect feedback from at least 3 observers - At least one supervisor - At least one nurse or other health care professional
Suggested observations: 8
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Ventilation
- none
- invasive
- non-invasive
Vasopressor support
- yes
- no
Transfer required
- yes
- no
Medical Expert
- Part A: ME 1.6 Adapt care as the complexity, uncertainty and ambiguity of the patient’s clinical situation evolves
- Part A: ME 2.1 Recognize instability and medical acuity in a clinical presentation
- Part A: ME 2.1 Triage and stabilize patients who are critically ill
- Part A: ME 2.2 Focus the assessment of a critically ill patient, performing it in a time-effective manner without excluding key elements
- Part A: ME 2.2 Select and/or interpret investigations
- Part A: ME 2.2 Integrate and synthesize the clinical information
- Part A: ME 2.3 Recognize when ongoing resuscitation efforts are no longer effective and should be discontinued
- Part A: ME 2.4 Manage hemodynamic support and monitoring
- Part A: ME 2.4 Manage non-invasive and/or invasive ventilation
- Part A: ME 2.4 Develop and implement management plans for critically ill patients, including providing or arranging for definitive care
- Part A: ME 2.4 Develop a plan to deal with clinical uncertainty
- Part A: ME 3.1 Integrate planned procedures or therapies into global assessment and management plans
- Part A: ME 3.3 Triage a procedure or therapy, taking into account clinical urgency, potential for deterioration, and available resources
- Part A: ME 2.4 Determine the setting of care appropriate for the patient’s current heath care needs
- Part A: ME 4.1 Determine the need, timing and priority of referral to another physician and/or health care professional
- Part B: ME 2.2 Integrate information from the clinical assessment to determine the patient’s clinical status and health care needs
- Part B: ME 2.4 Assess the need and timing of transfer to another level of care
- Part B: ME 4.1 Determine the appropriate medical transport for safe patient transition to another health care setting
- Part B: ME 2.4 Provide anticipatory guidance for management of changes in the patient’s clinical status during medical transport
Communicator
- Part A: COM 3.1 Provide information on diagnosis and prognosis in a clear, compassionate, respectful, and objective manner
Collaborator
- Part A: COL 3.2 Organize the handover of care to the most appropriate physician or health care setting
- Part B: COL 3.2 Summarize the patient’s issue for the receiving care provider, including plans to deal with ongoing issues as well as anticipated changes in the clinical course
- Part B: COL 3.2 Communicate with the receiving physician(s) or health care professional(s) clarifying issues after transfer as needed
- Part C: COL 1.2 Make effective use of the scope and expertise of other health care professionals
- Part C: COL 2.1 Delegate tasks and responsibilities in an appropriate and respectful manner
- Part C: COL 1.3 Apply closed loop communication in urgent or crisis situations to work effectively with physicians and other colleagues in the health care professions
Leader
- Part B: L 2.1 Apply knowledge of the resources available in various health care settings
- Part C: L 4.2 Establish clear leadership in resuscitative efforts, assuming the leadership role as appropriate
Health Advocate
- Part B: HA 1.1 Work with other health care professionals to address access to limited critical care, inpatient and/or diagnostic resources
Professional
- Part C: P 4.1 Maintain capacity for professional clinical performance in stressful situations
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-9
Documenting clinical encounters
Key features and assessment plan
- This EPA focuses on the application of written communication skills in a variety of formats: discharge summaries; consultations; progress notes. - This includes a synthesis of the pertinent clinical findings, investigations and management plan as well as clear articulation of the role of the GIM physician and the referring physician in further care. It may include linking the recommendations to evidence based guidelines or other educational references for the referring physician. - The documents submitted for review must be the sole work of the resident. - This EPA may be observed in any care setting and any patient presentation.
Review of clinical documentation by supervisor Use form 1. Form collects information on - Document: consultations; discharge summary; progress notes Collect 5 observations of achievement - At least one of each type of document - At least 2 different assessors
Suggested observations: 5
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Document
- consultations
- discharge summary
- progress notes
Communicator
- 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 including clear roles for referant and GIM consultant
- COM 5.1 Complete clinical documentation in a timely manner
Collaborator
- COL 1.2 Identify the roles of the referring physician and the GIM consultant in the ongoing management plan clearly
- COL 3.2 Provide anticipatory guidance for results of outstanding investigations and/or next steps for management
Scholar
- S 3.4 Integrate best evidence and clinical expertise into decision-making
- S 1.3 Provide teaching points to improve quality of care
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-10
Leading discussions with patients, their families and/or other health care professionals in emotionally cha…
Key features and assessment plan
- This EPA focuses on the application of advanced communication and conflict resolution skills to address difficult situations that may involve patients, families, and/or members of the health care team. - This EPA may be observed in any scenario that is emotionally charged. Examples include: disclosing an adverse event; breaking bad news; difference of opinion with another care provider; dealing with a patient complaint; request for an autopsy.
Direct observation by supervisor Use form 1. Form collects information on: - Scenario: patient/family; other health care professional(s) Collect 3 observations of achievement - At least one with patient/family - At least one with other health care professional(s)
Suggested observations: 3
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Scenario
- patient/family
- other health care professional(s)
Communicator
- COM 1.5 Recognize when strong emotions (such as anger, fear, anxiety, or sadness) are impacting an interaction and respond appropriately
- COM 1.4 Respond to patients’ non-verbal communication and use appropriate non-verbal behaviours to enhance communication
- COM 3.1 Share information and explanations that are clear and accurate while checking for understanding
- COM 1.5 Establish boundaries as needed in emotional situations
- COM 4.1 Communicate in a manner that is respectful, non-judgmental and culturally aware
- COM 4.3 Answer questions regarding care delivery, treatment decisions and/or prognosis in a respectful manner
Collaborator
- COL 2.2 Listen to understand and find common ground
- COL 2.2 Manage differences and resolve conflicts
Professional
- P 1.1 Intervene when behaviours toward colleagues and/or learners undermine a respectful environment
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-11
Providing interpretation of cardiac and respiratory diagnostic tests
Key features and assessment plan
- This EPA includes the following diagnostic interpretations: ECG; Holter monitor; ambulatory blood pressure monitor; pulmonary function test; cardiac exercise stress testing supervision and interpretation. - The diagnostic tests may be performed for patients for whom the resident is also providing clinical care, as well as for patients for whom the resident is solely providing diagnostic interpretation. - The achievement of this EPA is based on review of diagnostic test interpretations, direct observation of cardiac exercise stress testing supervision as well as submission of a procedure log.
Part A: Holter, ABPM and PFT interpretation Review of resident’s interpretation of a set of studies by supervisor Use Form 1. Form collect information on: - Number of studies reviewed: (write in) - Type of study (select all that apply): ECG; Holter; ABPM; PFT Collect on observation of achievement - Must be a mix of studies Part B: Procedure log Competence committee reviews resident’s procedure log Log to track - Procedure: ECG; Holter; ABPM; PFT; EST - Finding: (text box) Part C: Supervision and interpretation of exercise stress tests Direct observation by supervisor Use Form 1 Collect 10 observations of achievement
Suggested observations: 10
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- Part A: ME 1.3 Apply knowledge of anatomy, physiology and pathophysiology to interpret diagnostic cardiopulmonary investigations
- Part A: ME 1.3 Demonstrate knowledge of principles, strengths and limitations of diagnostic cardiopulmonary investigations
- Part A: ME 1.3 Demonstrate knowledge of the technical components of diagnostic cardiopulmonary testing including equipment and protocols
- Part A: ME 3.4 Assess the quality and validity of the study, and any impact on the diagnostic interpretation
- Part A: ME 3.4 Provide interpretation of Holter monitor testing
- Part A: ME 3.4 Provide interpretation of ABPM testing
- Part A: ME 3.4 Provide interpretation of pulmonary function testing
- Part A: ME 3.4 Summarize findings of clinical relevance, and suggestions for further testing and/or management as appropriate
- Part C: ME 2.2 Perform a focused clinical assessment without excluding key elements
- Part C: ME 2.2 Assess a patient’s suitability to proceed with cardiac exercise stress testing
- Part C: ME 3.1 Select the stress test protocol relevant to the clinical question and patient condition
- Part C: ME 3.2 Obtain and document informed consent, explaining the risks and benefits of, and the rationale for a proposed procedure
- Part C: ME 3.4 Supervise the stress test procedure
- Part C: ME 4.1 Recognize and manage immediate complications of a procedure
Communicator
- Part A: COM 5.1 Provide clear, concise and accurate reports of diagnostic testing in a timely fashion
- Part A: COM 5.1 Communicate critical results urgently, as needed
- Part C: COM 5.1 Communicate critical results urgently, as needed
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-12
Leading a GIM inpatient team
Key features and assessment plan
- This EPA includes all aspects of leading an inpatient team, including responsibility for the medical care decisions, collaboration with other health care professionals, and communication with the patient and family. - The observation of this EPA is divided into two parts: interactions with the interprofessional team; and patient and time management. The patient and time management aspects of this observation are based on a week of clinical activity.
Part A: Interactions with team Multiple observers provide feedback individually, which is then collated to one report for Competence Committee review Use Form 3. Form collects information on: - Role of observer: supervisor; nurse; other health care professional Collect feedback from at least 6 observers - At least one supervisor - At least one nurse or other health care professional Part B: Patient/time management Direct and/or indirect observation by supervisor of a week of clinical activity Use Form 1. Collect information on - Complexity of case mix: low; medium; high Collect 2 observations of achievement
Suggested observations: 2
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Role of observer
- supervisor
- nurse
- other health care professional
Medical Expert
- Part A: ME 1.1 Demonstrate responsibility and accountability for decisions regarding patient care, acting in the role of most responsible physician
- Part B: ME 1.1 Demonstrate responsibility and accountability for decisions regarding patient care, acting in the role of most responsible physician
- Part B: ME 1.5 Carry out professional duties in the face of multiple, competing demands
- Part B: ME 2.1 Prioritize cases on the basis of clinical acuity
- Part B: ME 4.1 Determine the need, timing and priority of referral to another physician and/or health care professional
- Part B: ME 2.4 Develop plans for patient care that anticipate clinical response and progress to other settings of care, including home
- Part B: ME 4.1 Coordinate investigation, treatment and followup when multiple physicians and health care professionals are involved
- Part B: ME 4.1 Develop and implement plans for discharge that include appropriate ongoing care, arrangements for relevant community support services and follow- up on investigations
- Part B: ME 5.2 Use systems to track and follow-up on clinical data such as investigations and laboratory tests
Communicator
- Part A: COM 1.5 Manage disagreements and emotionally charged conversations with patients and/or families
- Part B: COM 5.1 Document clinical encounters in an accurate, complete, timely and accessible manner
Collaborator
- Part A: COL 1.2 Make effective use of the scope and expertise of other health care professionals
- Part A: COL 2.1 Delegate tasks and responsibilities in an appropriate and respectful manner
- Part A: COL 1.1 Respond appropriately to input from other health care professionals
- Part A: COL 1.3 Communicate effectively with physicians and other health care professionals
- Part A: COL 2.1 Show respect toward collaborators
- Part B: COL 1.3 Use referral and consultation as opportunities to improve quality of care
Leader
- Part A: L 4.2 Run the service efficiently, safely, and effectively
- Part B: L 4.1 Integrate supervisory and teaching responsibilities into the overall management of the clinical service
- Part B: L 4.1 Manage time and prioritize tasks
- Part B: L 2.1 Allocate health care resources for optimal patient care
- Part B: L 2.2 Optimize practice patterns for cost-effectiveness and cost control
Health Advocate
- Part A: HA 1.1 Facilitate timely patient access to services and resources
Scholar
- Part B: S 3.4 Integrate best evidence and clinical expertise into decision making
Professional
- Part A: P 1.1 Respond punctually to requests from patients or other health care providers
- Part A: P 1.1 Demonstrate professional behaviours, such as punctuality, integrity and compassion
- Part A: P 1.1 Intervene when behaviours toward colleagues and/or learners undermine a respectful environment
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-13
Leading a GIM consultation service and/or team
Key features and assessment plan
- This EPA includes all aspects of leading a consultation service, including responsibility for the medical care decisions, collaboration with other health care professionals and communication with the patient and family.
Direct and/or indirect observation by supervisor of a clinical day Use Form 1. Collect information on - Complexity of consult list: low; medium; high Collect 2 observations - At least one day of high complexity
Suggested observations: 2
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 2.1 Triage referrals on the basis of clinical acuity and need for GIM expertise
- ME 1.1 Demonstrate responsibility and accountability for patient care within the boundaries and expectations of the consultant role
- ME 1.5 Carry out professional duties in the face of multiple, competing demands
Collaborator
- COL 1.3 Contribute to quality patient care by sharing medical expertise
- COL 1.3 Communicate effectively with the consulting service
- COL 2.2 Work effectively with other health care professionals to develop plans for clinical care when there are differences in opinion and/or recommendations
Leader
- L 4.1 Manage time and prioritize tasks
- L 4.1 Integrate supervisory and teaching responsibilities into the overall management of the clinical service
- L 4.2 Run the service efficiently, safely, and effectively
Scholar
- S 3.4 Integrate best evidence and clinical expertise into decision making
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-14
Managing a longitudinal clinic
Key features and assessment plan
- This EPA includes all aspects of longitudinal care in the outpatient setting, including triage of referrals, time management, timely review of results, communication with the patient, family and referring physicians, and working effectively with other health care professionals and clinic staff. - The observation of this EPA is divided into three parts: triage of new referrals; lab review/charting; interactions with administrative/clinic staff. - The observation of referral triage may be done with newly received referrals to the GIM clinic, with a teaching file of referrals or with a simulated set of referrals.
Part A: Triage of new referrals to ambulatory clinic Direct/indirect observation by supervisor Use Form 1. Collect one observation of achievement Part B: Lab review, charting Chart audit of at least 10 charts by supervisor Use Form 1. Form collects information on - Number of charts reviewed: (open text) Collect one observation of achievement Part C: Interactions with administrative/clinic staff Indirect observation by supervisor with input from clinic staff, or multisource feedback from clinic/administrative staff Use Form 3. Form collects information on: - Role of observer: supervisor; nurse; clerk; other Collect at least one observation of achievement o if supervisor including input from at least 3 individuals or o if multisource feedback - feedback from at least 3 individuals
Suggested observations: 1
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- Part A: ME 2.2 Assess the suitability of requests for GIM consultation
- Part A: ME 2.1 Prioritize cases on the basis of clinical acuity
- Part B: ME 2.4 Formulate management plans that are suitable for implementation in the outpatient setting
- Part B: ME 4.1 Select appropriate timing of next visit based on planned investigations, clinical status and/or anticipated clinical course
- Part B: ME 5.2 Use systems to track and follow-up on clinical data, such as studies and laboratory tests
- Part C: ME 1.1 Demonstrate responsibility and accountability for decisions regarding patient care, acting in the role of most responsible physician
- Part C: ME 5.2 Use systems to track and follow-up on clinical data, such as studies and laboratory tests
Collaborator
- Part A: COL 1.3 Communicate with the referring physician, as needed, to clarify the referral request
- Part A: COL 3.2 Recognize patient safety issues, such as indications for emergent intervention, and communicate with referring physician as appropriate
- Part B: COL 1.3 Address the questions and concerns of the referring/primary care physician when acting in the consultant role
- Part B: COL 1.3 Provide accurate, timely and relevant written information to the referring/primary care physician
- Part B: COL 3.2 Provide anticipatory guidance for results of outstanding investigations and/or next steps for management
- Part B: COL 3.1 Determine when care should be transferred back to the referring physician
- Part C: COL 2.1 Treat staff members and other health professionals with respect
Leader
- Part A: L 2.1 Allocate duration of clinic visits based on consideration of patient complexity and health care needs
- Part A: L 4.2 Organize clinic schedules to make efficient use of overall resources
- Part A: L 4.2 Optimize the timeliness of patient assessment and management by anticipating and sequencing needed investigations
- Part B: L 4.1 Review and act on test results in a timely manner
- Part C: L 4.1 Manage time effectively in the outpatient clinic
- Part C: L 4.1 Review and act on test results in a timely manner
Scholar
- Part B: S 3.4 Integrate best evidence and clinical expertise into decision making
Professional
- Part B: P 1.1 Respond punctually to requests from patients or other health care providers
- Part B: P 3.1 Demonstrate an understanding of the requirements for clinical documentation in the outpatient setting
- Part C: P 1.1 Respond punctually to requests from patients or other health care providers
- Part C: P 1.1 Demonstrate professional behaviors, such as punctuality, integrity and compassion
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-15
Teaching, coaching and assessing learners in the clinical setting
Key features and assessment plan
- This EPA builds on the competencies achieved in Internal Medicine to include responsibility for learner progress and assessment. - This EPA may be observed in any setting, and with any learner. - The observation of this EPA is divided into three parts: supervisor observation of teaching and coaching; supervisor review of the documentation of assessments; feedback from learners.
Part A: Teaching and coaching Direct observation by supervisor Use Form 1. Form collects information on: - Type of teaching: bedside; didactic Collect 4 observations of achievement - At least one of each type of teaching - At least two different assessors Part B: Documenting assessments Review of completed assessments by supervisor Use Form 1. Collect 4 observations of achievement Part C: Learner feedback Multiple learners provide feedback individually, which is collated for review by the Competence Committee Use Form 3. Form collects information on: - Level of learner: medical student; junior resident Collect feedback from at least 6 learners - At least one medical student - At least one junior resident
Suggested observations: 4
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Type of teaching
- bedside
- didactic
Collaborator
- Part C: 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 2.4 Present information in an organized manner to facilitate understanding
- Part A: S 2.4 Use audiovisual aids effectively, as appropriate
- Part A: S 2.5 Provide coaching to guide improvement of performance
- Part A: S 2.4 Provide adequate time for questions and/or discussion
- Part B: S 2.5 Identify behaviors to continue as well as those for improvement
- Part B: S 2.5 Provide specific suggestions for improvement of performance
- Part B: S 2.5 Provide examples of learner performance to support the overall assessment
- Part B: S 2.5 Provide narrative comments that support the overall assessment
- Part C: S 2.2 Create a positive learning environment
- Part C: S 2.3 Provide opportunities for appropriate clinical responsibility
- Part C: S 2.3 Be available and accessible to junior learners
- Part C: S 2.4 Provide clinical teaching and/or other informal learning activities
- Part C: S 2.5 Provide feedback to enhance learning and performance
- Part C: S 2.1 Be a positive role model
Professional
- Part B: P 1.1 Complete learner assessments in a timely fashion
- Part C: P 1.1 Intervene when behaviours toward colleagues and/or learners undermine a respectful environment
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-16
Advancing the discipline and/or patient care through scholarly activity
Key features and assessment plan
- This EPA may include scholarly activities related to clinical or basic science research, patient safety, quality improvement or education. - The resident’s involvement in a scholarly activity must include at least 3 of the following: generation of question/hypothesis, literature review, project design, ethics application, data collection, data analysis/statistics, data synthesis, and manuscript preparation and/or presentation of work.
Review of resident’s submission of a scholarly project by supervisor Use Form 1. Collect 1 observation of achievement
Suggested observations: 1
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Leader
- L 4.1 Organize work to manage clinical, scholarly and other responsibilities
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 Identify relevant literature and evaluate its integrity, reliability and applicability
- S 4.5 Summarize the findings of a literature review
- S 4.4 Select appropriate methods of addressing a given scholarly question
- S 4.2 Identify ethical principles in research
- S 4.4 Collect data for a scholarly work
- S 4.4 Perform data analysis
- S 4.4 Integrate existing literature and findings of data collection
- S 4.4 Identify areas for further investigation
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-17
Assessing and managing patients in whom there is uncertainty in diagnosis and/or treatment
Key features and assessment plan
- This EPA focuses on patients for whom there is uncertainty in diagnosis despite appropriate clinical assessment, and/or uncertainty in determining optimal therapy. - This EPA includes the clinical assessment and management as well as effective communication of uncertainty to the patient/family and primary care or referring physician.
Direct or indirect observation (case discussion and/or review of clinical documentation) by supervisor Use Form 1. Form collects information on - Setting: inpatient; outpatient - Condition: acute; chronic - Type of observation: direct observation; case review; review of consult note/other documents Collect 4 observations of achievement - At least one review of consult note/written communication to other MD - At least one direct observation of communication with patient
Suggested observations: 4
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Setting
- inpatient
- outpatient
Condition
- acute
- chronic
Type of observation
- direct observation
- case review
- review of consult note/other documents
Medical Expert
- ME 2.1 Prioritize which issues need to be addressed
- ME 2.2 Integrate and synthesize the clinical information
- ME 2.2 Revise the differential diagnosis in response to new clinical information, or response to treatment
- ME 2.4 Demonstrate flexibility in clinical reasoning in the setting of clinical uncertainty
- ME 2.4 Establish a patient-centred management plan despite limited, non- diagnostic, or conflicting clinical data
- ME 2.4 Develop a plan to deal with clinical uncertainty
- ME 3.1 Determine the most appropriate procedures or therapies for the purpose of assessment and/or management
- ME 4.1 Determine the need, timing and priority of referral to another physician and/or health care professional
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 Communicate in a manner that is respectful, non-judgmental, and culturally aware
- COM 4.3 Use communication strategies and skills that engage the patient and family in shared decision making
Collaborator
- COL 1.2 Consult as needed with other health care professionals, including other physicians
Professional
- P 1.1 Identify limits in one’s own expertise
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-18
Planning and completing personalized training experiences aligned with career plans and/or specific learnin…
Key features and assessment plan
- This EPA allows the resident to individualize training to meet the needs of his/her intended community and/or personal career goals. - This EPA may be applied to more than one distinct training experience (e.g. transvenous pacemaker insertion AND point of care ultrasound). - This EPA may be used for any structured training experience: clinical or academic. Examples include: achieving certification in Level 2 echocardiography; enhancing proficiency in obstetric medicine; developing a scholarly focus. - The assessment of this EPA is based on the achievement of outcomes identified by the resident and approved by the program director/program committee. These outcomes must be SMART (specific, measurable, achievable, relevant, timely).
Competence Committee/Program Director/Supervisor review of resident’s plan and outcome Use Form 4 (Narrative)
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Leader
- L 4.2 Adjust educational experiences to gain competencies necessary for future independent practice
Health Advocate
- HA 2.3 Identify and respond to unmet health care needs within one’s practice
Scholar
- S 1.2 Identify a specific area for improvement related to the needs of their intended community and/or career goals
- S 1.1 Create and implement a learning plan
- S 1.1 Develop a structured approach to monitor progress of learning, including identifying timelines and accountabilities
- S 1.1 Develop clear outcomes to assess progress of learning
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
C-19
Performing the procedures of General Internal Medicine
Key features and assessment plan
- This EPA includes the following procedures: airway management & endotracheal intubation; non-invasive ventilation; invasive ventilation; arterial line catheter insertion; central line placement; thoracentesis; paracentesis; lumbar puncture; knee arthrocentesis. - The achievement of this EPA is based on direct observation of this range of procedures, as well as submission of a procedure log.
Part A: Procedure Direct observation by supervisor Use Form 1. Form collects information on: - Setting: clinical; simulation - Procedure: airway management & endotracheal intubation; non-invasive ventilation; invasive ventilation; arterial line catheter insertion; central line placement; thoracentesis; paracentesis; lumbar puncture; joint arthrocentesis - Site: not applicable; femoral; internal jugular; subclavian; knee - Use of ultrasound guidance: yes; no Collect 21 observations of achievement - At least one of each procedure in the clinical setting - At least 5 central line placements using ultrasound guidance o Must include different sites - At least 3 thoracentesis using ultrasound guidance - At least 3 paracentesis using ultrasound guidance - At least 3 lumbar puncture - At least 2 knee arthrocentesis - At least 3 airway management (bag and mask ventilation) and endotracheal intubations - At least 2 arterial line catheter insertions Part B: Submission of procedure log Log to track - Setting: clinical; simulation - Procedure: airway management & endotracheal intubation; arterial line catheter insertion; central line placement; thoracentesis; paracentesis; lumbar puncture; knee arthrocentesis - Site: not applicable; femoral; internal jugular; subclavian; knee - Use of ultrasound guidance: yes; no
Suggested observations: 21
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Setting
- clinical
- simulation
Procedure
- airway management & endotracheal intubation
- non-invasive ventilation
- invasive ventilation
- arterial line catheter insertion
- central line placement
- thoracentesis
- paracentesis
- lumbar puncture
- joint arthrocentesis
Site
- not applicable
- femoral
- internal jugular
- subclavian
- knee
Use of ultrasound guidance
- yes
- no
Medical Expert
- Part A: ME 3.2 Obtain and document informed consent, explaining the risks and benefits of, and the rationale for, a proposed procedure
- Part A: ME 3.4 Perform pre-procedural tasks in a timely, skillful, and safe manner • Establish and maintain a sterile field • Maintain universal precautions • Handle sharps safely • Hand-cleanse, gown and glove
- Part A: ME 3.4 Perform procedures in a skillful and safe manner, adapting to unanticipated findings or changing clinical circumstances
- Part A: ME 3.4 Establish and implement a plan for post-procedure care
- Part A: ME 3.4 Recognize and manage immediate complications of a procedure
Communicator
- Part A: COM 3.1 Communicate effectively with patient throughout the procedure
- Part A: COM 5.1 Document the encounter to convey the procedure and outcome
Case description
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Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
Transition to Practice
TTP-1
Managing a GIM case load/practice
Key features and assessment plan
- This EPA focuses on the integration of the GIM competencies into practice including: inpatient care, on call coverage, longitudinal outpatient followup, teaching responsibilities and other occupational and personal demands. - This EPA may be observed in any clinical setting. - The observation of this EPA must be based on a least a week duration, which includes on call responsibilities.
Indirect observation by supervisor Use form 1. Collect 3 observations of achievement. - At least one that includes after hours coverage
Suggested observations: 3
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 1.5 Prioritize among patients on the basis of clinical presentation
Leader
- L 4.1 Set priorities and manage time to fulfil diverse responsibilities
- L 2.1 Allocate health care resources for optimal patient care
- L 4.1 Integrate supervisory and teaching responsibilities into the overall management of the clinical service
Scholar
- S 3.4 Integrate best evidence and clinical expertise into decision-making
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.
TTP-2
Developing a personal learning plan for future practice and ongoing professional development
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 1.4 Demonstrate an awareness of the context of practice, including what is required to practice safely and effectively
Leader
- L 4.2 Reconcile expectations for practice with job opportunities and workforce needs
- L 4.2 Adjust educational experiences to gain competencies necessary for future independent practice
Health Advocate
- HA 2.3 Identify and respond to unmet health care needs within one’s practice
Scholar
- S 1.2 Identify opportunities for learning and improvement by reflecting on and assessing performance using various internal and external data sources
- S 1.1 Identify learning needs to enhance competence across all CanMEDS roles
- S 3.1 Generate focused questions to address practice uncertainty and knowledge gaps
- S 1.1 Create and implement a learning plan
Professional
- P 2.1 Demonstrate a commitment to maintaining and enhancing competence
- P 4.2 Develop a strategy to manage personal and professional demands for a sustainable independent practice
- P 3.1 Fulfil professional standards of practice by participating in programs that record continuing professional development (e.g. Royal College Maintenance of Certification Program)
Case description
Feedback provided
Next steps
Copyright © 2019 The Royal College of Physicians and Surgeons of Canada. All rights reserved.