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EPA library

Geriatric Psychiatry

Royal College of Physicians and Surgeons of Canada · 1.0 · 20 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

    Performing psychiatric assessments and providing differential diagnoses and management plans for older adults

    Key features and assessment plan

    - This EPA focuses on the application of Psychiatry competencies to the geriatric psychiatry patient population. - This EPA includes performing a psychiatric assessment, using a biopsychosocial model to guide the interview leading to a differential diagnosis and a management/ treatment plan in older adult patients. - This EPA may be observed in a visit with any older adult with a psychiatric disorder, or in a simulation setting.

    Direct observation by geriatric psychiatry supervisor or Core or TTP resident Use form 1. Form collects information on: - Setting: clinical; simulation Collect 1 observation of achievement

    Suggested observations: 1

    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

    Setting

    1. clinical
    2. simulation

    Medical Expert

    • ME 2.2 Perform a general psychiatric interview
    • ME 2.2 Perform a mental status examination
    • ME 2.2 Develop a formulation of the case
    • ME 2.2 Develop a differential and most likely diagnosis relevant to the patient’s presentation
    • ME 2.4 Propose an initial management plan

    Communicator

    • COM 1.1 Convey empathy, respect, and compassion
    • COM 2.3 Seek and synthesize relevant information from other sources
    • COM 2.2 Demonstrate a clear structure and manage the flow of the encounter

    Professional

    • P 1.1 Demonstrate awareness of the limits of one’s own expertise

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

Foundations

  • F-1

    Providing comprehensive geriatric psychiatry assessments

    Key features and assessment plan

    - This EPA focuses on performance of a comprehensive psychiatric, medical, social, functional, and risk assessment. - This includes a cognitive assessment and focused physical exam as appropriate to the patient. - This EPA may be observed in consultations for any older adult with a psychiatric disorder in any setting.

    Direct observation by geriatric psychiatry supervisor or Core/TTP resident Use form 1. Form collects information on - Presentation: mood disorder; anxiety disorder; psychotic disorder; neurocognitive disorder; other presentation Collect 3 observations of achievement - At least 1 patient with a major neurocognitive disorder - At least 1 patient that does not have a major neurocognitive disorder - At least 2 different assessors

    Suggested observations: 3

    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. mood disorder
    2. anxiety disorder
    3. psychotic disorder
    4. neurocognitive disorder
    5. other presentation

    Medical Expert

    • ME 2.2 Adapt the assessment as appropriate for a patient with sensory and/or cognitive deficits
    • ME 2.2 Gather collateral information from other sources
    • ME 2.2 Elicit a social history, including family and caregiver issues
    • ME 2.2 Perform a mental status examination, including a cognitive assessment
    • ME 2.2 Perform a focused physical and neurological examination
    • ME 2.2 Perform a functional assessment of basic and instrumental activities of daily living
    • ME 2.2 Assess safety and/or risk for safety issues
    • ME 2.2 Develop a formulation of the case

    Communicator

    • COM 2.1 Conduct a patient-centred interview gathering all relevant biomedical and psychosocial information
    • COM 2.2 Demonstrate a clear structure and manage the flow of the encounter

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • F-2

    Diagnosing and managing older adults with psychiatric disorders

    Key features and assessment plan

    - This EPA focuses on differential diagnosis and development of a comprehensive management/treatment plan. - This includes the late onset of common psychiatric disorders as well as the confluence of psychiatric and medical conditions which may alter presentation and/or manifestations of early onset psychiatric disorders.

    Case discussion with geriatric psychiatry supervisor or Core/TTP resident Use form 1. Form collects information on: - Presentation: mood disorder; anxiety disorder; psychotic disorder; substance use disorder; sleep disorder; other presentation - CGPA observed: yes; no Collect 4 observations of achievement - At least 2 different presentations - At least 1 patient where the CGPA was observed - At least 2 different assessors

    Suggested observations: 4

    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. mood disorder
    2. anxiety disorder
    3. psychotic disorder
    4. substance use disorder
    5. sleep disorder
    6. other presentation

    CGPA observed

    1. yes
    2. no

    Medical Expert

    • ME 1.3 Apply knowledge of normal and abnormal biological, psychological, functional, and cognitive aspects of aging
    • ME 1.4 Perform an assessment that addresses all relevant issues
    • ME 2.2 Elicit a social history, including family and caregiver issues
    • ME 2.2 Select and/or interpret appropriate investigations
    • ME 2.2 Synthesize biological, psychological, and social information to determine a diagnosis
    • ME 2.2 Assess the patient’s suitability for psychopharmacological, neurostimulation, and psychotherapeutic treatments
    • ME 3.1 Determine the most appropriate treatment for the patient’s presentation and clinical status
    • ME 2.4 Develop and implement a management plan that considers all of the patient’s health problems and context

    Communicator

    • COM 1.6 Tailor the approach to decision-making to patient capacity, values, and preferences
    • COM 5.1 Document the encounter to convey the assessment and the rationale for decisions and/or recommendations

    Health Advocate

    • HA 1.1 Work with the patient and/or family to address determinants of health
    • HA 1.1 Facilitate access to health care services and community resources

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • F-3

    Diagnosing and managing patients with typical presentations of common neurocognitive disorders

    Key features and assessment plan

    - This EPA includes using information from a comprehensive assessment, interpreting that information along with other investigations, communicating diagnosis and prognosis, identifying potentially modifiable conditions, and recognizing the need for neuropsychological testing. - This EPA also includes managing patients with non-pharmacologic and pharmacologic treatments, utilizing community support programs, and demonstrating awareness of medicolegal aspects, risk assessment (fire risk, smoking, driving, wandering, medication management), and future planning. - This EPA may be observed in any setting. - The observation of this EPA is divided into two parts: diagnosis and management plan; and conveying the diagnosis to the patient/family.

    Part A: Diagnosis and management Case review with geriatric psychiatry supervisor, geriatric medicine or care of the elderly physician, neurologist or Core/TTP GP resident Use form 1. Form collects information on: - Neurocognitive disorder: mild; major - Diagnosis: Alzheimer’s; vascular dementia; Lewy body dementia; fronto-temporal dementia (FTD); mixed; other diagnosis - Psychiatric comorbidity: no; yes - Risk issues (write in): Collect 3 observations of achievement - At least 1 major and 1 mild neurocognitive disorder - At least 1 Alzheimer's and 1 other cause (vascular, Lewy body, FTD) - At least 1 patient with a psychiatric comorbidity - At least 2 patients with risk issues, 1 of which must be driving - At least 1 observation by geriatric psychiatry supervisor Part B: Conveying diagnosis Direct observation by geriatric psychiatry supervisor, geriatric medicine or care of the elderly physician, neurologist, or Core/TTP GP resident Use form 1. Collect 1 observation of achievement

    Suggested observations: 3

    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

    Neurocognitive disorder

    1. mild
    2. major

    Diagnosis

    1. Alzheimer’s
    2. vascular dementia
    3. Lewy body dementia
    4. fronto-temporal dementia (FTD)
    5. mixed
    6. other diagnosis

    Psychiatric comorbidity

    1. no
    2. yes

    Medical Expert

    • Part A: ME 1.3 Apply knowledge of normal and abnormal biological, psychological, functional, and cognitive aspects of aging
    • Part A: ME 1.3 Apply knowledge of the symptoms, course of illness, and treatment of common neurocognitive disorders
    • Part A: ME 2.2 Identify indications for neuropsychological investigations
    • Part A: ME 2.2 Integrate clinical information to ascertain the most likely diagnosis
    • Part A: ME 2.4 Develop a management plan, including pharmacologic and non- pharmacologic therapy
    • Part A: ME 2.3 Identify and discuss the need for advance care plans
    • Part B: ME 1.3 Apply knowledge of the symptoms, course of illness, and treatment of common neurocognitive disorders
    • Part B: ME 2.1 Ascertain the patient/family’s understanding of the medical situation

    Communicator

    • Part B: COM 3.1 Share information and explanations that are clear and accurate
    • Part B: COM 3.1 Use appropriate language and avoid medical jargon
    • Part B: COM 3.1 Verify understanding of the information conveyed
    • Part B: COM 1.4 Identify, verify, and validate non-verbal cues
    • Part B: COM 1.5 Recognize when strong emotions (such as anger, fear, anxiety, or sadness) are affecting an interaction and respond appropriately
    • Part B: COM 4.3 Answer questions from the patient and/or family
    • Part B: COM 4.1 Communicate with cultural awareness and sensitivity

    Collaborator

    • Part A: COL 3.2 Anticipate and provide guidance regarding safety and/or risk for safety issues, including driving where applicable

    Health Advocate

    • Part A: HA 1.2 Select and provide access to patient/family education resources
    • Part A: HA 1.1 Facilitate access to health care services and community resources

    Professional

    • Part A: P 3.1 Respond to medico-legal aspects arising for patients with neurocognitive disorders

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • F-4

    Diagnosing and participating in the management of patients with delirium

    Key features and assessment plan

    - This EPA focuses on the geriatric psychiatrist’s role in providing care for patients with delirium. - This includes recognizing and diagnosing delirium, and developing a management plan in collaboration with colleagues in other disciplines. - This EPA includes non-pharmacologic and pharmacologic management of delirium related symptoms. - This EPA will be observed in older adults, in any setting (e.g. hospital, community, or long term care) and any presentation of delirium, including hypoactive, hyperactive and mixed.

    Direct observation and/or case or chart review by supervising physician or Core or TTP geriatric psychiatry resident Use form 1. Form collects information on: - Co-morbidities (select all that apply): neurocognitive disorder; medication/substance related; medical condition; psychiatric disorder; palliative condition - Treatment (select all that apply): non-pharmacological intervention; antipsychotics; discontinue medications; other treatment Collect 2 observations of achievement - At least 1 observation of a patient with multiple medical and/or psychiatric co- morbidities - At least 1 observation of pharmacologic interventions - At least 1 observation of non-pharmacologic intervention - At least 1 geriatric psychiatry supervisor

    Suggested observations: 2

    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

    Co-morbidities

    1. neurocognitive disorder
    2. medication/substance related
    3. medical condition
    4. psychiatric disorder
    5. palliative condition

    Treatment

    1. non-pharmacological intervention
    2. antipsychotics
    3. discontinue medications
    4. other treatment

    Medical Expert

    • ME 2.2 Perform a delirium screen using validated tools
    • ME 1.4 Perform a focused clinical assessment
    • ME 2.2 Gather collateral information from other sources
    • ME 2.2 Select and/or interpret appropriate investigations
    • ME 2.2 Synthesize patient information, incorporating caregiver and interprofessional team input to determine a diagnosis
    • ME 4.1 Determine the need and timing of medical investigation and consultation
    • ME 2.4 Develop a management plan, including pharmacologic and non- pharmacologic therapy
    • ME 5.2 Apply best practices for safe care of older adults

    Communicator

    • COM 1.1 Communicate with patient and family using a patient-centred approach

    Collaborator

    • COL 1.2 Communicate effectively with other physicians and health care professionals

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • F-5

    Identifying common medical presentations in older adults and providing initial management

    Key features and assessment plan

    - This EPA focuses on common medical conditions that arise in the geriatric psychiatry patient population, with emphasis on those conditions which may confound the presentation or manifestations of a psychiatric disorder. - Examples include: falls/mobility issues; frailty; pain; bowel/bladder issues; movement disorders; sensory impairments; vascular risk management; swallowing difficulties; end of life care; COPD; endocrine disorders. - This EPA includes gathering the history, performing a relevant physical examination, developing a problem list, and developing an initial management plan, including suggestions for appropriate investigations and consultations (including interprofessional consultations).

    Direct observation and/or case discussion with geriatrician, neurologist, family physician, care of the elderly physician, palliative care physician, or other supervisor Use form 1. Form collects information on - Observation: direct; case discussion; other observation - Focused neurological exam: yes; no - Presentation: fall/mobility issue; frailty; pain; bowel/bladder issue; movement disorder; sensory impairment; vascular risk management; swallowing difficulty; end of life care; COPD; endocrine disorder Collect 3 observations of achievement - At least 1 direct observation of a focused neurological examination - At least 1 observation of a patient with falls - At least 1 observation of a patient with multiple medical co-morbidities - At least 1 observation of a patient with a movement disorder (including medication- induced) - At least 1 observation by a geriatrician or care of the elderly physician

    Suggested observations: 3

    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

    1. direct
    2. case discussion
    3. other observation

    Focused neurological exam

    1. yes
    2. no

    Presentation

    1. fall/mobility issue
    2. frailty
    3. pain
    4. bowel/bladder issue
    5. movement disorder
    6. sensory impairment
    7. vascular risk management
    8. swallowing difficulty
    9. end of life care
    10. COPD
    11. endocrine disorder

    Medical Expert

    • ME 2.2 Gather a history relevant to the patient’s presentation
    • ME 2.2 Perform a focused physical and neurological examination
    • ME 2.2 Discriminate between urgent and non-urgent problems to develop a prioritized problem list
    • ME 4.1 Determine the need and timing of referral to another health care professional
    • ME 2.2 Select and/or interpret appropriate investigations
    • ME 2.4 Develop and implement an initial management plan

    Communicator

    • COM 2.3 Seek and synthesize relevant information from other sources

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • F-6

    Performing medication reviews and applying safe prescribing practices

    Key features and assessment plan

    - This EPA focuses on obtaining an accurate medication history, medication review, and reconciliation, including recommendations for optimal prescribing and feasible management suggestions (e.g. de-prescribing, drug, dose, formulation alternatives). - This EPA includes awareness of the factors and limitations of the best possible medication history generated by other professionals as well as limitations of the extrapolation of clinical trial data and clinical practice guidelines to the frail elderly. - This EPA also includes understanding and incorporating patient goals and values in medication management decisions.

    Direct observation and/or case discussion by geriatric psychiatry supervisor, or Core/TTP resident, psychiatrist, pharmacist, geriatric medicine specialist or Core/TTP resident, neurologist, family physician, care of the elderly physician, palliative care physician, or other physician supervisor Use form 1. Form collects information on: - Number of medications (write in): - Psychotropic medications: yes; no Collect 3 observations of achievement - At least 2 patients on five or more medications - At least 1 patient on psychotropic medications - No more than 1 observation by a Core or TTP resident

    Suggested observations: 3

    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 1.3 Apply knowledge of pharmacokinetics and pharmacodynamics
    • ME 2.2 Perform a medication history, medical review, and reconciliation from all sources
    • ME 3.1 Describe the indications, contraindications, risk, and alternatives for common medications
    • ME 2.2 Identify and respond to adverse drug reactions
    • ME 2.4 Apply de-prescribing practices where appropriate
    • ME 2.4 Evaluate the applicability and/or limitations of the extrapolation of clinical trial data and/or clinical practice guidelines to older adults
    • ME 2.4 Provide and/or adjust medications considering pharmacokinetics and pharmacodynamics, adherence, adverse effects, and medication interactions
    • ME 4.1 Establish plans for monitoring the patient and treatment efficacy

    Communicator

    • COM 4.1 Explore the perspectives of the patient and their family when developing care plans

    Health Advocate

    • HA 1.2 Select patient education resources related to their diagnosis and medication

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

Core

  • C-1

    Using comprehensive geriatric psychiatry assessments to diagnose, formulate, and manage patients with comple…

    Key features and assessment plan

    - This EPA builds on the skills of Foundations to encompass comprehensive assessment, diagnosis/differential diagnosis and management, tailored and/or enhanced in the context of age, medical comorbidity and/or polypharmacy. - This includes patients with neurocognitive disorders across the spectrum of complexity and presentation, patients with late onset psychiatric disorders with or without comorbidities, and patients with early onset psychiatric disorders whose care is complicated by comorbidity and/or neurocognitive issues. - The observation of this EPA should occur with complex patients not previously known to the resident. - The observation of this EPA is divided into two parts: assess and manage; and convey the diagnosis and/or plan to the patient/family.

    Part A: Assess and manage Direct observation and/or case discussion with geriatric psychiatry supervisor Use form 1. Form collects information on: - Setting: inpatient; outpatient; outreach - Presentation: major neurocognitive disorder; mild neurocognitive disorder with psychiatric comorbidity; late onset psychiatric disorder; early onset psychiatric disorder; other presentation - Case complexity: low; medium; high Collect 8 observations of achievement - At least 2 different settings - At least 3 patients with major neurocognitive disorders - At least 1 patient with early onset psychiatric disorder - At least 1 patient with late onset psychiatric disorder - All cases of at least medium to high complexity - At least 3 different assessors Part B: Conveying diagnosis and/or plan Direct observation by geriatric psychiatry supervisor Use form 1. Collect 1 observation of achievement

    Suggested observations: 8

    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

    Setting

    1. inpatient
    2. outpatient
    3. outreach

    Presentation

    1. major neurocognitive disorder
    2. mild neurocognitive disorder with psychiatric comorbidity
    3. late onset psychiatric disorder
    4. early onset psychiatric disorder
    5. other presentation

    Case complexity

    1. low
    2. medium
    3. high

    Medical Expert

    • Part A: ME 1.4 Perform an assessment that addresses all relevant issues
    • Part A: ME 2.2 Adapt the assessment as appropriate for a patient with sensory and/or cognitive deficits
    • Part A: ME 2.2 Select and/or interpret appropriate investigations
    • Part A: ME 2.2 Develop a formulation of the case
    • Part A: ME 2.2 Develop a differential and most likely diagnosis relevant to the patient’s presentation
    • Part A: ME 2.2 Assess suitability for treatment and therapy
    • Part A: ME 2.4 Develop a patient-centered management plan
    • Part B: ME 2.1 Ascertain the patient/family’s understanding of the medical situation

    Communicator

    • Part A: COM 1.1 Convey empathy, respect, and compassion
    • Part B: COM 4.1 Communicate with cultural awareness and sensitivity
    • Part B: COM 3.1 Share information and explanations that are clear and accurate
    • Part B: COM 3.1 Use appropriate language and avoid medical jargon
    • Part B: COM 3.1 Verify understanding of the information conveyed
    • Part B: COM 1.4 Identify, verify, and validate non-verbal cues
    • Part B: COM 1.5 Recognize when strong emotions (such as anger, fear, anxiety, or sadness) are affecting an interaction and respond appropriately
    • Part B: COM 4.3 Answer questions from the patient and/or family
    • Part B: COM 4.3 Use communication skills and strategies that help the patient and/or family make informed decisions

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-2

    Assessing and managing patients with behavioral and psychological symptoms in dementia (BPSD)

    Key features and assessment plan

    - This EPA focuses on assessing and establishing the contributing factors of BPSD in order to develop a management plan incorporating non-pharmacologic and pharmacologic treatments as appropriate. - It also includes supporting family members and care providers in their approach to the patient, their own wellbeing, and in the implementation of the care plan.

    Direct observation and/or case discussion by geriatric psychiatry supervisor, TTP resident, or an interdisciplinary team member with expertise in non-pharmacologic interventions in BPSD (e.g. nurse, behavior therapist/psychologist, occupational therapist, or social worker) Use form 1. Form collects information on: - Symptom: physical aggression; hallucinations/delusions; mood disturbance (apathy/depression/lability/anxiety); sexually disinhibited behavior; wandering/exit- seeking; disruptive vocalization; psychomotor agitation; other symptom - Patient location: residential care home; long term care home; inpatient; specialized dementia unit; living at home (outpatient/outreach); other settings Collect 4 observations of achievement - At least 1 physical aggression - At least 1 hallucination/delusion - At least 2 other symptoms - At least 1 in residential or long term care setting - At least 1 living at home (outpatient/outreach) - At least 2 by geriatric psychiatry supervisor - At least 2 different assessors

    Suggested observations: 4

    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

    Symptom

    1. physical aggression
    2. hallucinations/delusions
    3. mood disturbance (apathy/depression/lability/anxiety)
    4. sexually disinhibited behavior
    5. wandering/exit- seeking
    6. disruptive vocalization
    7. psychomotor agitation
    8. other symptom

    Patient location

    1. residential care home
    2. long term care home
    3. inpatient
    4. specialized dementia unit
    5. living at home (outpatient/outreach)
    6. other settings

    Medical Expert

    • ME 1.4 Perform an assessment that addresses all relevant issues
    • ME 2.2 Select and apply appropriate scales and/or tools to assess BPSD
    • ME 2.2 Integrate the clinical information to develop an approach to causality
    • ME 2.2 Assess safety and/or risk for safety issues
    • ME 2.4 Develop a management plan, including pharmacologic and non- pharmacologic therapy
    • ME 5.2 Apply best practices for safe care of older adults

    Communicator

    • COM 2.3 Demonstrate an appreciation of the importance of information obtained from other sources, such as a patient’s family and other health care professionals
    • COM 4.3 Support and educate families and caregivers in their care of the elderly patient

    Collaborator

    • COL 1.2 Work effectively with the geriatric mental health care team
    • COL 1.3 Provide effective consultation to colleagues in long term care and assisted living facilities

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-3

    Performing assessments of capacity in multiple domains

    Key features and assessment plan

    - This EPA focuses on capacity in multiple domains other than capacity to consent to treatment. - This EPA includes applying relevant legislation based on the outcomes of the assessment and providing a report of the assessment as relevant. - It may include contemporaneous documentation and standardized assessment methods.

    Direct observation and/or case discussion with geriatric psychiatry or consult liaison supervisor Use form 1. Form collects information on: - Domain of capacity (write in): Collect 2 observations of achievement - Case mix must include 2 different domains of capacity other than capacity to consent to treatment

    Suggested observations: 2

    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 1.3 Apply knowledge of relevant mental health legislation and regulations
    • ME 1.3 Apply principles of capacity determination in multiple domains
    • ME 2.2 Perform a mental status examination, including a cognitive assessment
    • ME 2.2 Select and apply structured cognitive assessment and functional tools and/or functional assessments
    • ME 2.2 Gather collateral information from other sources
    • ME 2.2 Interpret the results of neuropsychological investigations
    • ME 4.1 Determine the need and timing of referral to another health care professional
    • ME 2.2 Integrate all relevant data to develop a case synthesis and determination of capacity

    Communicator

    • COM 1.1 Convey empathy, respect, and compassion
    • COM 1.2 Optimize the physical environment for patient comfort, dignity, privacy, engagement, and safety
    • COM 1.3 Identify and respond to factors influencing the patient’s reactions to the psychiatrist and the assessment
    • COM 5.1 Document the encounter to convey the assessment and the rationale for decisions and/or recommendations

    Health Advocate

    • HA 1.1 Recognize and address stigmatization associated with aging and mental illness

    Professional

    • P 3.1 Apply professional standards and laws governing capacity and competence

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-4

    Prescribing ECT for older adults with complex presentations

    Key features and assessment plan

    - This EPA focuses on patients who may benefit from ECT and includes identifying indications for ECT, assessing suitability and risk versus benefit, and describing the treatment and its short and long term risks to obtain consent. - Delivery of ECT is achieved in Psychiatry training and is not the focus the EPA. - The observation of this EPA is divided into two parts: assessment for suitability; and discussion for consent.

    Part A: Assessment for suitability Direct observation or case discussion/chart review by supervisor Use form 1. Form collects information on: - Indication for ECT: treatment refractory depression; psychotic depression; catatonia; bipolar disorder; schizophrenia; other indication - Urgent situation: yes; no - Risk of adverse outcomes: low; medium; high Collect 3 observations of achievement - At least 2 different indications - At least 1 patient with heightened risk of adverse outcomes Part B: Discussion for consent Direct observation by supervisor Use form 1. Collect 1 observation of achievement

    Suggested observations: 3

    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

    Indication for ECT

    1. treatment refractory depression
    2. psychotic depression
    3. catatonia
    4. bipolar disorder
    5. schizophrenia
    6. other indication

    Urgent situation

    1. yes
    2. no

    Risk of adverse outcomes

    1. low
    2. medium
    3. high

    Medical Expert

    • Part A: ME 2.2 Identify indications to consider ECT as a therapeutic option
    • Part A: ME 2.2 Assess the patient’s suitability for ECT, considering risks and benefits, and alternate treatments
    • Part A: ME 3.1 Determine the most appropriate treatment for the patient’s presentation and clinical status
    • Part A: ME 2.4 Anticipate peri-procedural issues and complications, and incorporate these considerations in the management plan
    • Part B: ME 3.2 Describe the indications, contraindications, risks, and alternatives for neurostimulation

    Communicator

    • Part B: COM 3.1 Share information and explanations that are clear and accurate
    • Part B: COM 3.1 Verify understanding of the information conveyed
    • Part B: COM 4.3 Answer questions from the patient and/or family
    • Part B: COM 4.3 Use communication skills and strategies that help the patient and/or family make informed decisions
    • Part B: COM 5.1 Document the consent discussion in an accurate and complete manner

    Health Advocate

    • Part B: HA 1.2 Work with patients and their families to decrease stigma regarding neurostimulation treatments

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-5

    Providing ongoing patient management

    Key features and assessment plan

    - This EPA focuses on clinical reassessment and integration of the results of the investigations and the patient’s clinical response to therapy to monitor and refine ongoing treatment plans. - This includes surveillance for treatment efficacy, complications and side effects, projecting trajectory of illness and care needs, recognizing the need for change or escalation of treatment and/or level of care, and establishing plans for ongoing follow-up and/or discharge to the referring physician. - This EPA may be observed in any clinical setting.

    Case review with supervisor Use Form 1. Form collects information on: - Presentation: major neurocognitive disorder; mild neurocognitive disorder with psychiatric comorbidity; late onset psychiatric disorder; early onset psychiatric disorder; other presentation - Patient receiving ECT: yes; no - Treatment decision (select all that apply): no change; side effect management; treatment modification; level of care; discharge to primary care; other decision Collect 5 observations of achievement - Mix of presentations - At least 1 patient receiving ECT - Mix of treatment decisions - At least 2 assessors

    Suggested observations: 5

    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. major neurocognitive disorder
    2. mild neurocognitive disorder with psychiatric comorbidity
    3. late onset psychiatric disorder
    4. early onset psychiatric disorder
    5. other presentation

    Patient receiving ECT

    1. yes
    2. no

    Treatment decision

    1. no change
    2. side effect management
    3. treatment modification
    4. level of care
    5. discharge to primary care
    6. other decision

    Medical Expert

    • ME 1.4 Perform an assessment that addresses all relevant issues
    • ME 2.2 Interpret the results of investigations performed to monitor the condition and/or treatment
    • ME 2.2 Synthesize patient information to determine clinical status and response to treatment
    • ME 2.2 Anticipate the trajectory of illness and function, and associated care needs
    • ME 2.3 Integrate the patient’s and family’s perspectives and context into the care plan
    • ME 2.4 Develop a plan for ongoing management, taking into consideration the patient’s clinical status, supports and available community resources
    • ME 4.1 Determine the frequency and timing of future investigations and visits

    Communicator

    • COM 4.3 Use communication skills and strategies that help the patient and/or family make informed decisions

    Collaborator

    • COL 3.1 Determine if care should be transferred back to the primary health care professional

    Health Advocate

    • HA 1.3 Incorporate prevention, health promotion, and health surveillance into patient interactions

    Scholar

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

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-6

    Working with the health care team to facilitate integrated care

    Key features and assessment plan

    - This EPA focuses on the role of the geriatric psychiatrist in addressing patient- centered needs related to access to and/or coordination of health care and community resources. Examples include patients in crisis and patients with complex needs at times of transition. - This EPA includes identifying a patient’s needs, working effectively as a member of an interprofessional team, and connecting patients with appropriate resources across the continuum of care. - This includes communicating and working effectively with the team and other health care professionals and organizations, responding to requests for guidance, and supporting the team to address complex patient management issues. - The observation of this EPA is divided into two parts: working with the interprofessional team; and facilitating integrated care. - The aspects of working with the interprofessional team are based on the resident’s performance over at least 2 weeks of consistent interaction. - The aspects of facilitating integrated care are based on interactions focusing on an individual patient and their needs.

    Part A: Working with the interprofessional team Collect feedback from members of the interprofessional team Use form 3. Form collects information on - Setting (select all that apply): inpatient; outpatient; outreach - Observer role (select all that apply): physician; nurse; social worker; other team member Collect feedback at least 2 times - At least 2 different settings - At least 1 supervisor and 2 other health professionals from each setting Part B: Facilitating integrated care Case review with geriatric psychiatry supervisor Use form 1. Collect 3 observations of achievement

    Suggested observations: 3

    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

    Setting

    1. inpatient
    2. outpatient
    3. outreach

    Observer role

    1. physician
    2. nurse
    3. social worker
    4. other team member

    Medical Expert

    • Part A: ME 4.1 Coordinate treatment and follow-up across care settings
    • Part B: ME 2.1 Identify urgent and emergency situations arising in the care of older adults
    • Part B: ME 2.2 Elicit a social history, including family and caregiver issues
    • Part B: ME 2.2 Ascertain a patient’s health and personal care needs, including goals, to facilitate an integrated care plan
    • Part B: ME 2.4 Develop a patient-centered management plan
    • Part B: ME 4.1 Determine the need and timing of referral to another health care professional

    Collaborator

    • Part A: COL 1.2 Make effective use of the scope and expertise of other health care professionals
    • Part A: COL 1.1 Respond appropriately to input from other health care professionals
    • Part A: COL 1.2 Communicate effectively with other physicians and health care professionals
    • Part A: COL 1.2 Work effectively with the geriatric mental health care team
    • Part B: COL 1.2 Work effectively with the geriatric mental health care team

    Leader

    • Part A: L 4.2 Lead and direct the activities of the interprofessional team, when appropriate
    • Part B: L 2.1 Apply knowledge of health care resources available in other care settings

    Health Advocate

    • Part B: HA 1.1 Facilitate access to health care services and community resources

    Professional

    • Part A: P 1.1 Respond punctually to requests from patients or other health care professionals
    • Part A: P 1.1 Exhibit appropriate professional behaviours

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-7

    Leading discussions with families and teams in emotionally charged situations

    Key features and assessment plan

    - This EPA focuses on the application of advanced communication and/or conflict resolution skills to address complex and high stakes interactions. Examples include end of life conversations, goals of care discussions, complex plans, disclosure of adverse events and situations in which there is a high degree of conflict between family members. - This EPA includes recognizing and addressing family dynamics, engaging the patient and family, conveying the diagnosis and/or management plan, integrating the patient’s/family’s perspectives, and facilitating, defusing and/or de-escalating the discussion as needed. - This EPA also includes recognizing and addressing contentious interactions between health care providers. - Relevant and thorough documentation of the encounter is expected, along with awareness of relevant mental health legislation, such as legislation governing capacity, substitute decision making, power of attorney, and issues of confidentiality and privacy. - The observation of this EPA is preferably based on direct observation, but may include case debrief after the complex discussion with input from those present at the discussion.

    Direct observation, review of documentation and/or case discussion by geriatric psychiatry supervisor Use form 1. Form collects information on: - Observation type (select all that apply): direct; review of documentation; case discussion Collect 2 observations of achievement - At least 1 direct observation

    Suggested observations: 2

    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. review of documentation
    3. case discussion

    Communicator

    • COM 1.5 Recognize when strong emotions (such as anger, fear, anxiety, or sadness) are affecting an interaction and respond appropriately
    • COM 4.1 Communicate in a manner that is respectful, non-judgmental and culturally aware
    • COM 1.4 Respond to non-verbal communication and use appropriate non-verbal behaviours to enhance communication
    • COM 3.1 Share information and explanations that are clear and accurate
    • COM 3.1 Verify understanding of the information conveyed
    • COM 4.3 Answer questions in a respectful manner
    • COM 2.2 Manage the flow of a challenging clinical encounter
    • COM 1.5 Establish boundaries as needed in emotional situations
    • COM 5.1 Document the encounter to convey the discussion and outcome

    Collaborator

    • COL 2.2 Listen to understand and find common ground
    • COL 2.2 Manage differences and attempt to resolve conflicts

    Professional

    • P 3.1 Apply relevant mental health legislation

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-8

    Documenting clinical encounters

    Key features and assessment plan

    - This EPA focuses on the application of written communication skills in a variety of formats: consultations; reports; admission and discharge summaries. - This includes a synthesis of the assessment, diagnostic impression, and management plan including investigations, and clear and collegial articulation of the role of the geriatric psychiatrist 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. - The consult letter for this EPA observation must be a full letter (i.e. typed/dictated) back to the referring physician.

    Review of clinical documentation by geriatric psychiatry supervisor or TTP resident Use form 1. Form collects information on: - Document: consultation note; admission summary; discharge summary; progress notes Collect 5 observations of achievement - At least 1 of each type of document - At least 2 different assessors

    Suggested observations: 5

    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

    Document

    1. consultation note
    2. admission summary
    3. discharge summary
    4. progress notes

    Communicator

    • COM 5.1 Document all relevant findings in an organized and concise manner
    • COM 5.1 Convey the risk assessment and any identified risks
    • COM 5.1 Convey clinical reasoning and the rationale for decisions
    • COM 5.1 Provide a clear plan for ongoing management
    • COM 5.1 Complete clinical documentation in a timely manner

    Collaborator

    • COL 1.2 Identify the roles of the referring physician and the geriatric psychiatrist clearly in the ongoing management plan
    • 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 © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-9

    Providing formal teaching for a variety of audiences

    Key features and assessment plan

    - This EPA focuses on the skills of literature review and critical appraisal as well as presentation and teaching skills. - The observation of this EPA is based on a formal presentation provided to any audience (at least two participants) on a topic related to geriatric psychiatry. - Examples include rounds, presentation to the public, presentation to a multidisciplinary audience, and medical student/resident teaching.

    Direct observation by geriatric psychiatry supervisor, which may incorporate feedback from audience members Use form 1. Collect 1 observation of achievement

    Suggested observations: 1

    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 2.4 Identify the learning needs and desired learning outcomes of others
    • S 2.4 Develop learning objectives for a teaching activity
    • S 3.3 Critically evaluate the integrity, reliability, and applicability of health-related research and literature
    • S 3.4 Integrate best evidence and clinical expertise
    • S 2.4 Present the information in an organized manner to facilitate understanding
    • S 2.4 Use audiovisual aids effectively
    • S 2.4 Provide adequate time for questions and discussion
    • S 2.4 Respond effectively to questions

    Professional

    • P 1.1 Demonstrate awareness of the limits of one’s own expertise

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-10

    Supervising junior trainees

    Key features and assessment plan

    - This EPA focuses on providing appropriate supervision and opportunities for autonomy: triaging the level of supervision according to acuity, setting, and trainee and patient needs; delegating appropriately; and being available in case of emergency. - This EPA also includes coaching junior trainees, assessing the performance of others, and providing feedback.

    Direct observation by psychiatrist, or geriatric psychiatrist or TTP resident, with input from other health care professionals and learners Use Form 1. Form collects information on: - Setting: emergency; inpatient unit; consultation liaison; outpatient; community; on- call Collect 4 observations of achievement

    Suggested observations: 4

    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

    Setting

    1. emergency
    2. inpatient unit
    3. consultation liaison
    4. outpatient
    5. community
    6. on- call

    Collaborator

    • COL 2.1 Delegate tasks and responsibilities in an appropriate and respectful manner

    Scholar

    • S 2.1 Use strategies for deliberate, positive role-modelling
    • S 2.2 Ensure a safe learning environment for all members of the team
    • S 2.3 Balance clinical supervision and graduated responsibility, ensuring the safety of patients and learners
    • S 2.4 Provide formal and informal teaching for junior learners
    • S 2.5 Provide useful, timely, constructive feedback using a coaching model

    Professional

    • P 1.1 Demonstrate awareness of the limits of one’s own expertise

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

Transition to Practice

  • TTP-1

    Managing the clinical and administrative aspects of geriatric psychiatry service

    Key features and assessment plan

    - This EPA includes taking a leadership role within service delivery, contributing to team functioning, managing patient flow, and demonstrating time and priority management. - It also includes completing clinical documentation, including medical and legal documents, office management, billing, and remuneration. - The observation of this EPA is based on a period of at least 2 weeks.

    Direct and indirect observation by geriatric psychiatry supervisor Use form 1. Form collects information on: - Setting (select all that apply): inpatient; outpatient/outreach Collect 1 observation of achievement

    Suggested observations: 1

    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

    Setting

    1. inpatient
    2. outpatient/outreach

    Medical Expert

    • ME 1.1 Demonstrate responsibility and accountability for decisions regarding patient care, acting in the role of junior attending
    • ME 1.5 Carry out professional duties in the face of multiple, competing demands
    • ME 1.5 Prioritize patients based on the urgency of clinical presentation
    • ME 2.4 Establish patient centred management plans
    • ME 4.1 Determine the need and timing of referral to another health care professional

    Collaborator

    • COL 1.2 Work effectively with the geriatric mental health care team

    Leader

    • L 2.1 Allocate health care resources for optimal patient care
    • L 4.2 Describe remuneration models as they pertain to Geriatric Psychiatry

    Scholar

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

    Professional

    • P 1.1 Exhibit appropriate professional behaviours
    • P 4.1 Exhibit self-awareness and effectively manage influences on personal well- being and professional performance

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • TTP-2

    Developing a plan for continuing professional development

    Key features and assessment plan

    - This EPA is meant to address the resident’s professional development needs for the first 3-5 years in practice and may include a variety of scenarios. Examples include a plan to act on identified performance gaps; a plan to correct gaps in areas of practice not experienced in training; a plan to prepare for practice in a specific setting (i.e. correctional); and/or a practice requiring distinct skills. - Achievement of this EPA includes providing a) the rationale for a learning plan, b) self-reflection, c) personal needs assessment, d) time management and e) identification of the methods to achieve the personal learning plan such as literature review, clinical training, mentorship, conference attendance, and/or rounds attendance. - The observation of this EPA is divided into two parts: submission of a learning plan for review and discussion with a supervisor or mentor; and evidence of registration for Mainport.

    Part A: Professional development plan Review of resident’s submission of a professional development plan by geriatric psychiatry supervisor, or by a mentor Use form 4 Collect 1 observation of achievement Part B: Mainport Submission that demonstrates evidence of registration with Mainport to program director Use form 4

    Suggested observations: 1

    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

    • Part A: L 4.2 Examine personal interests and career goals

    Scholar

    • Part A: S 1.2 Identify opportunities for learning and improvement by reflecting on and interpreting data on personal performance
    • Part A: S 1.1 Define learning needs related to personal practice and/or career goals
    • Part A: S 3.1 Generate focused questions that address practice uncertainty and knowledge gaps
    • Part A: S 1.1 Create a learning plan that is feasible, includes clear deliverables and a plan for monitoring ongoing achievement
    • Part A: S 1.1 Identify resources required to implement a personal learning plan

    Professional

    • Part A: P 2.1 Demonstrate a commitment to maintaining and enhancing competence
    • Part A: P 4.2 Develop a strategy to manage personal and professional demands for a sustainable independent practice

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • TTP-3

    Engaging in scholarly activity

    Key features and assessment plan

    - This EPA may include scholarly work related to basic or clinical science, quality improvement, advocacy, or medical education. - Scholarly work is defined as using appropriate methods, analyzing results, critically reflecting on the findings and disseminating results. - The achievement of this EPA may be observed via submission of a manuscript suitable for submission to a peer reviewed journal, or presentation of the work at a peer-reviewed local, regional, provincial, or national scientific meeting (poster or oral presentation). - Completion of a course that provides scholarly skills (such as quality improvement training, a certificate in medical education) would meet the requirements of this EPA when accompanied by a scholarly presentation (e.g. grand rounds) related to the skills achieved in the course.

    Review of resident’s progress in the planning, implementation and completion, and submission and/or presentation of a scholarly project by the project supervisor Use Form 4 Collect observations of achievement, every 3 months during training

    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 4.1 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 Critically evaluate the integrity, reliability, and applicability of health-related research and literature
    • 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 project
    • 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
    • S 4.5 Summarize and communicate the findings of scholarly inquiry

    Case description

    Feedback provided

    Next steps

    Copyright © 2020 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.