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EPA library

Gynecologic Reproductive Endocrinology and Infertility

Royal College of Physicians and Surgeons of Canada · 1.0 · 19 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

    Acquiring standard images using transabdominal and transvaginal ultrasonography

    Key features and assessment plan

    - This EPA verifies the ultrasonography skills achieved in Obstetrics and Gynecology training in the new setting of GREI residency. - It includes attention to patient comfort, privacy, and positioning, as well as image optimization and capture for transabdominal and transvaginal ultrasound of the following components: acquisition of follicle count and follicle diameter; and endometrial thickness measurements. - It also includes appropriate care of the ultrasound equipment, including endovaginal probe reprocessing. - This EPA does not require image interpretation.

    Direct observation of image acquisition by a GREI specialist, Core or TTP resident, or sonographer/technologist Use Form 1. Form collects information on: - Context: embryo transfer; other Collect 3 observations of achievement - At least 1 during embryo transfer

    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

    Context

    1. embryo transfer
    2. other

    Medical Expert

    • ME 3.2 Verify patient identity and consent
    • ME 3.4 Adjust instrument settings to optimize image quality
    • ME 3.4 Obtain standard views
    • ME 3.4 Verify appropriate reprocessing of ultrasound equipment after use

    Communicator

    • COM 1.2 Optimize the physical environment for patient comfort and privacy
    • COM 3.1 Communicate effectively with the patient during the procedure
    • COM 5.1 Record high-quality images of ultrasound findings

    Professional

    • P 1.1 Work within personal limits, asking for assistance as needed

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • TTD-2

    Assessing patients presenting for a GREI consultation or follow-up visit

    Key features and assessment plan

    - This EPA verifies the clinical skills of Obstetrics and Gynecology in the new setting of a GREI residency. - It includes gathering a thorough history, performing a directed examination if required, and formulating the case to provide a summary to a supervisor. - It may include identifying appropriate investigations and proposing a management plan, but a firm diagnosis and definitive management steps are not required. - This EPA may be observed in any clinical setting.

    Direct observation or case review by a GREI specialist Use Form 1. Form collects information on: - Type of observation: direct; case review Collect 3 observations of achievement - At least 2 direct observations

    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

    Type of observation

    1. direct
    2. case review

    Medical Expert

    • ME 2.2 Gather a relevant clinical history
    • ME 2.2 Perform a physical examination relevant to the presentation
    • ME 2.2 Interpret the findings of the history, physical examination, and prior investigations in light of the clinical question
    • ME 2.4 Propose a management plan, including selecting appropriate investigations
    • ME 2.2 Synthesize and organize clinical information for succinct presentation to a supervisor

    Communicator

    • COM 1.1 Demonstrate empathy, respect, and compassion
    • COM 3.1 Provide preconception counselling

    Professional

    • P 1.1 Work within personal limits, asking for assistance as needed

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

Foundations

  • F-1

    Performing ultrasonography to address a clinical question

    Key features and assessment plan

    - This EPA focuses on performing transabdominal and/or transvaginal ultrasonography to detect findings significant to the patient’s care, including recognizing critical findings that warrant immediate communication with the patient and a change in management. - This includes identifying relevant gynecologic findings such as endometrial polyps, hydrosalpinges, uterine fibroids, ovarian size and volume, ovarian cysts, and ascites; and identifying relevant findings in first trimester ultrasounds such as fetal viability, subchorionic hematomas, and multiples, ectopic, and molar pregnancies. - It also includes monitoring follicular development in an IVF cycle.

    Direct observation by a GREI specialist, Core or TTP resident, or sonographer/technologist Use Form 1. Form collects information on: - Finding: normal pelvis; pelvic pathology; normal first trimester; abnormal first trimester; stimulated ovary Collect 5 observations of achievement - At least 2 with pelvic pathology - At least 2 abnormal first trimester ultrasounds - At least 1 stimulated ovary

    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

    Finding

    1. normal pelvis
    2. pelvic pathology
    3. normal first trimester
    4. abnormal first trimester
    5. stimulated ovary

    Medical Expert

    • ME 2.2 Gather and synthesize patient information to establish the clinical question
    • ME 3.4 Adjust instrument settings to optimize image quality
    • ME 3.4 Use a systematic approach in performing ultrasonography
    • ME 3.4 Obtain standard views
    • ME 3.4 Adapt the examination, as needed, based on findings during the procedure
    • ME 3.4 Identify all major and minor findings

    Communicator

    • COM 5.1 Record high-quality images of ultrasound findings
    • COM 3.1 Convey the findings to the patient clearly and compassionately

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • F-2

    Providing consultation and basic management for patients presenting with infertility

    Key features and assessment plan

    - This EPA focuses on performing a clinical assessment, interpreting investigations, and synthesizing the clinical information to identify potential causes of infertility, including ovulatory dysfunction (i.e., PCOS, POI, hypothalamic dysfunction, hyperprolactinemia tubal, sperm factor, uterine, age-related, and mixed). - It includes providing patient counselling about recommended vitamins and lifestyle modifications and about long-term prevention strategies, prognosis, and potential treatment options, including ovulation induction/ovarian stimulation, IUI, IVF, and surgery, as relevant to the case. - It also includes developing a management plan for basic infertility problems (e.g., ovulation induction for PCOS).

    Direct observation or case review by a GREI specialist Use Form 1. Form collects information on: - Etiology: ovulatory dysfunction; sperm factor; tubal and/or uterine; other Collect 5 observations of achievement - At least 1 ovulatory dysfunction etiology - At least 1 sperm factor etiology - At least 1 tubal and/or uterine etiology - At least 1 other etiology

    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

    Etiology

    1. ovulatory dysfunction
    2. sperm factor
    3. tubal and/or uterine
    4. other

    Medical Expert

    • ME 2.2 Elicit a history relevant to the presentation and perform a physical exam if appropriate
    • ME 2.2 Interpret previous investigations
    • ME 2.2 Integrate the clinical data to formulate a differential and most likely diagnosis
    • ME 2.4 Develop a management plan

    Communicator

    • COM 1.1 Demonstrate empathy, respect, and compassion
    • COM 3.1 Provide preconception counselling
    • COM 3.1 Provide information to the patient about the condition and options for management
    • COM 3.1 Use plain language and avoid medical jargon
    • COM 5.1 Document the clinical encounter to convey the clinical assessment and rationale for decisions/recommendations

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • F-3

    Performing intrauterine inseminations

    Key features and assessment plan

    - This EPA focuses on performing the technical skills of intrauterine insemination. - This includes reviewing pertinent clinical information and laboratory findings to assess the patient’s suitability to proceed with the procedure, verifying patient and sample identification, performing the insemination procedure, and providing post- procedural care.

    Direct observation by a GREI specialist, nurse trained in intrauterine insemination, or TTP resident Use Form 1. Form collects information on: - Complexity: easy; difficult Collect 2 observations of achievement. - At least 1 difficult intrauterine insemination

    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

    Complexity

    1. easy
    2. difficult

    Medical Expert

    • ME 3.4 Prepare for the procedure: review the patient’s chart; confirm patient and sample identity
    • ME 3.2 Explain the procedure to the patient and confirm verbal consent to proceed
    • ME 3.4 Perform the procedure in a skilful and safe manner, adapting to unanticipated findings or challenging/changing clinical circumstances
    • ME 3.4 Monitor patient comfort and safety, and adjust the procedure as needed
    • ME 3.4 Recognize and manage complications
    • ME 3.4 Establish and implement a plan for post-procedural care

    Communicator

    • COM 5.1 Document the procedure and its outcome

    Collaborator

    • COL 1.2 Communicate effectively with the patient and/or assistant during the procedure

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • F-4

    Applying critical appraisal skills to GREI practice

    Key features and assessment plan

    - This EPA focuses on accessing and appraising information to determine its quality, limitations, and applicability to the relevant patient population or clinical scenario. - Examples of resources include database searches, guidelines, and the primary literature. - This EPA may be observed in a clinical encounter, during a teaching presentation (e.g., journal club, departmental rounds, teaching other learners), or during the early development of a scholarly project.

    Direct observation by a GREI specialist, other medical or surgical specialist (e.g., neonatology, medical genetics, obstetric medicine), biostatistician, or clinical epidemiologist Use Form 1. Form collects information on: - Context: journal club; division or departmental rounds; chart review meeting; conference; scholarly project; quality assurance project; practice review Collect 2 observations of achievement.

    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

    Context

    1. journal club
    2. division or departmental rounds
    3. chart review meeting
    4. conference
    5. scholarly project
    6. quality assurance project
    7. practice review

    Scholar

    • S 3.2 Identify and select relevant high-quality articles pertinent to the topic or field
    • S 3.3 Assess the level of evidence quality including internal/external validity and source(s) of bias
    • S 3.1 Identify remaining gaps in knowledge and questions for further investigation
    • S 3.4 Integrate best evidence and clinical expertise
    • S 3.3 Interpret study findings and critique their relevance to clinical practice
    • S 2.4 Present information in an organized and clear manner

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

Core

  • C-1

    Reviewing, interpreting, and providing reports for gynecologic and first trimester obstetrical ultrasounds

    Key features and assessment plan

    - This EPA focuses primarily on image interpretation and providing a definitive report from the examination.

    Case review by a GREI specialist or a radiologist Use Form 1. Form collects information on: - Finding: pelvic pathology; normal first trimester; abnormal first trimester Collect 6 observations of achievement - At least 2 with pelvic pathology - At least 2 normal first trimester scans - At least 2 abnormal first trimester scans

    Suggested observations: 6

    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

    Finding

    1. pelvic pathology
    2. normal first trimester
    3. abnormal first trimester

    Medical Expert

    • ME 2.2 Gather and synthesize patient information to establish the clinical question
    • ME 3.4 Assess image adequacy
    • ME 2.2 Integrate findings with the clinical information and prior imaging studies
    • ME 3.4 Provide interpretation of gynecologic and first trimester obstetric ultrasound

    Communicator

    • COM 5.1 Provide a clear, concise, and accurate report
    • COM 5.1 Report critical findings in a timely manner

    Collaborator

    • COL 1.2 Work effectively with sonographers and other health professionals, as relevant, to optimize the imaging examination

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-2

    Performing, interpreting, and providing reports for tubal patency and uterine cavity assessments

    Key features and assessment plan

    - This EPA focuses on all aspects of tubal patency and uterine cavity assessments: pre-procedural counselling, performing the procedure, managing complications, identifying all relevant findings, interpreting findings, and providing a report from the assessment. - This EPA includes tubal patency and uterine cavity assessments by hysterosalpingogram or ultrasound. - All observations must include both tubal patency and uterine cavity assessments.

    Case review by a GREI specialist Use Form 1. Form collects information on: - Technique: HSG; saline infusion 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

    Technique

    1. HSG
    2. saline infusion

    Medical Expert

    • ME 3.4 Prepare for the procedure: review the chart; anticipate potential findings; determine the need for premedication
    • ME 3.4 Prepare for the procedure: check equipment and patient positioning
    • ME 3.4 Perform catheter insertion, verify position, and infuse appropriate media
    • ME 3.4 Acquire high-quality images and all relevant views
    • ME 3.4 Adapt the examination, as needed, based on findings during the procedure
    • ME 3.4 Monitor patient comfort and safety, and adjust the procedure as needed
    • ME 3.4 Provide post-procedural counselling and instructions, including the need for antibiotic prophylaxis

    Communicator

    • COM 3.2 Explain the procedure to the patient and confirm verbal consent to proceed
    • COM 5.1 Provide a clear, concise, and accurate report

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-3

    Providing counselling for patients presenting with reproductive endocrinology disorders, infertility, or re…

    Key features and assessment plan

    - This EPA includes patients presenting with reproductive endocrinology disorders, infertility, urologic/male conditions, recurrent pregnancy loss, and requests for third- party reproduction or fertility preservation. - The EPA includes performing a clinical assessment tailored to the presentation leading to a diagnosis, and selection and interpretation of imaging and laboratory investigations. - It also includes sharing the working diagnosis, treatment options, and alternatives with the patient, establishing goals of therapy, and developing a management plan. - It may include obtaining consent for further investigations or procedures.

    Direct observation or case review by a supervisor or a TTP resident Use Form 1. Form collects information on: - Presentation: endocrine conditions; fertility preservation/transgender care; heritable conditions/PGT; ovulatory dysfunction; recurrent pregnancy loss; sperm factor; third-party reproduction; tubal/uterine factor - Patient demographic: adult; pediatric Collect 16 observations of achievement - At least 2 endocrine conditions - At least 2 fertility preservation or transgender care - At least 2 heritable conditions/PGT - At least 2 ovulatory dysfunction - At least 2 recurrent pregnancy loss - At least 2 sperm factor - At least 2 third-party reproduction - At least 2 tubal/uterine factor

    Suggested observations: 16

    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. endocrine conditions
    2. fertility preservation/transgender care
    3. heritable conditions/PGT
    4. ovulatory dysfunction
    5. recurrent pregnancy loss
    6. sperm factor
    7. third-party reproduction
    8. tubal/uterine factor

    Patient demographic

    1. adult
    2. pediatric

    Medical Expert

    • ME 2.2 Gather all relevant information
    • ME 2.2 Interpret previous investigations
    • ME 2.2 Integrate the clinical data to establish a diagnosis
    • ME 2.3 Establish goals of care with the patient
    • ME 2.4 Develop a patient-centred plan for management, which may include additional investigations or procedures
    • ME 3.2 Obtain and document informed consent for further investigations or procedures

    Communicator

    • COM 1.1 Demonstrate empathy, respect, and compassion
    • COM 3.1 Provide information to the patient about the condition and options for management

    Health Advocate

    • HA 1.2 Provide recommendations for resources for patient education and support

    Scholar

    • S 3.4 Integrate best evidence and clinical expertise

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-4

    Selecting and managing sedation for patients undergoing procedures

    Key features and assessment plan

    - The focus of this EPA is the appropriate selection of procedural sedation, preparation of the patient, supplies, and monitoring equipment, and delivery of sedation to facilitate diagnostic or therapeutic procedures. - This includes anticipation of , monitoring for, and response to adverse effects of sedation and analgesia during procedural sedation and recovery. - This EPA must be observed in the clinical setting (i.e., not in simulation).

    Direct observation by a GREI specialist Use Form 1. Form collects information on: - Setting: non-hospital surgical facility; other Collect 2 observations of achievement

    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

    Setting

    1. non-hospital surgical facility
    2. other

    Medical Expert

    • ME 3.4 Complete the pre-procedural anesthetic assessment
    • ME 3.1 Determine the most appropriate plan for pain management/sedation
    • ME 5.2 Select and apply monitoring strategies
    • ME 3.4 Provide procedural pain management/sedation in a skilful and safe manner
    • ME 3.4 Recognize and respond to a complication or adverse event

    Communicator

    • COM 5.1 Ensure proper documentation of sedation and monitoring during the procedure

    Collaborator

    • COL 1.2 Communicate effectively with the patient and team during the procedure

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-5

    Initiating ART

    Key features and assessment plan

    - This EPA focuses on creating an IVF cycle plan with the patient. - This includes selecting the cycle that is appropriate for the patient, including details of the protocol, insemination method, fresh versus frozen embryo transfer, number of embryos to transfer, and PGT testing. - This EPA includes discussion of risk of ovarian hyperstimulation syndrome (OHSS), sedation and procedural risks, and associated pregnancy risks.

    Direct observation or case review by a GREI specialist or TTP resident Use Form 1. Form collects information on: - Features (select all that apply): good prognosis; medically indicated fertility preservation; significant comorbidities; PCOS; PGT-M/PGT-SR; poor prognosis/repeat IVF; third-party IVF Collect 8 observations of achievement - At least 1 good prognosis - At least 1 medically indicated fertility preservation - At least 1 patient with significant comorbidities - At least 1 PCOS - At least 1 PGT-M/PGT-SR - At least 1 poor prognosis/repeat IVF - At least 1 third-party IVF

    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

    Features

    1. good prognosis
    2. medically indicated fertility preservation
    3. significant comorbidities
    4. PCOS
    5. PGT-M/PGT-SR
    6. poor prognosis/repeat IVF
    7. third-party IVF

    Medical Expert

    • ME 2.2 Review and integrate the clinical information about the patient’s case
    • ME 2.2 Select an ART treatment plan suitable for the patient’s health status and reproductive goals
    • ME 3.2 Describe the management options to the patient, including the rationale, risks and side effects, expected outcomes, alternative treatments, and associated costs

    Communicator

    • COM 4.3 Use communication skills and strategies that help the patient make an informed decision
    • COM 5.1 Document the encounter to convey the discussion and its outcome

    Health Advocate

    • HA 1.1 Facilitate the patient’s access to additional resources and treatment support

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-6

    Performing ART procedures

    Key features and assessment plan

    - This EPA focuses on the technical skills of the procedures relevant to assisted reproductive technologies; this includes embryo transfer and egg retrieval. - It also includes troubleshooting technical or equipment challenges. - The observation of this EPA should include some cases that are more challenging due to difficult access to the ovaries or intrauterine cavity, or due to patient factors (e.g., pain, anxiety). - This EPA may include managing complications of egg retrieval (e.g., bleeding, allergic reactions, urinary retention).

    Direct observation by supervisor Use Form 1. Form collects information on: - Procedure: easy egg retrieval; difficult egg retrieval; easy embryo transfer; difficult embryo transfer Collect at least 10 observations of achievement - At least 3 difficult egg retrievals - At least 3 difficult embryo transfers

    Entrustment (how much supervision did this activity need?)

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

    Procedure

    1. easy egg retrieval
    2. difficult egg retrieval
    3. easy embryo transfer
    4. difficult embryo transfer

    Medical Expert

    • ME 3.4 Prepare for the ART procedure: review the patient’s chart; confirm consent; confirm required equipment
    • ME 5.2 Participate in the pre-procedural time-out or safety checklist
    • ME 3.4 Perform the procedure in a skilful and safe manner, adapting to unanticipated findings or challenging/changing clinical circumstances
    • ME 3.4 Use ultrasound guidance effectively
    • ME 3.4 Monitor patient comfort and safety, and adjust the procedure as needed
    • ME 3.4 Recognize and respond to a complication or adverse event
    • ME 3.4 Establish and implement a plan for post-procedural care

    Communicator

    • COM 5.1 Document the procedure and its outcome

    Collaborator

    • COL 1.2 Communicate effectively with the patient and team during the procedure

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-7

    Preventing, recognizing, and managing complications in patients receiving ART therapy

    Key features and assessment plan

    - This EPA includes surveillance for treatment efficacy, complications, and side effects, providing supportive care, recognizing the need for change, cancellation, or escalation of therapy, and implementing a therapeutic plan. - This may include risk reduction, diagnosis, and management of ovarian hyperstimulation syndrome (OHSS); addressing an unexpected event during treatment (e.g., poor response, no sperm, no eggs, breakthrough ovulation, no fertilization, failed agonist trigger); addressing patient concerns (treatment side effects, medication administration difficulties). - This EPA may be observed in simulation.

    Direct observation by a GREI specialist or TTP resident Use Form 1. Form collects information on: - Context: OHSS (risk reduction, diagnosis, and/or management); patient concern; unexpected treatment event Collect 6 observations of achievement - At least 2 OHSS (risk reduction, diagnosis, and/or management) - At least 2 patient concerns - At least 2 unexpected treatment events

    Suggested observations: 6

    Entrustment (how much supervision did this activity need?)

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

    Context

    1. OHSS (risk reduction, diagnosis, and/or management)
    2. patient concern
    3. unexpected treatment event

    Medical Expert

    • ME 2.2 Recognize signs and symptoms of adverse effects of treatment
    • ME 2.2 Interpret the results of investigations performed to monitor the patient’s condition and/or treatment
    • ME 2.2 Synthesize patient information to determine clinical status, response to treatment, and/or adverse effects
    • ME 2.3 Integrate the patient’s perspective into the care plan
    • ME 2.4 Develop a plan for ongoing management, which may include modification of current therapy
    • ME 4.1 Coordinate treatment and follow-up plans

    Scholar

    • S 3.4 Integrate best evidence and clinical expertise

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-8

    Performing surgical procedures

    Key features and assessment plan

    - This EPA focuses on the technical skills of the surgical procedures relevant to GREI. - This includes operative hysteroscopy (polypectomy, myomectomy, lysis of adhesions, resection of uterine septum) and laparoscopy, including lysis of adhesions; tubal surgery; ovarian cystectomy; treatment of pelvic endometriosis; and myomectomy.

    Direct observation by supervising surgeon Use Form 1. Form collects information on: - Procedure: hysteroscopic lysis of adhesions/septum; hysteroscopic myomectomy; operative laparoscopy; other Collect 6 observations of achievement - At least 2 hysteroscopic lysis of adhesions/septum - At least 2 hysteroscopic myomectomy - At least 2 operative laparoscopy

    Suggested observations: 6

    Entrustment (how much supervision did this activity need?)

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

    Procedure

    1. hysteroscopic lysis of adhesions/septum
    2. hysteroscopic myomectomy
    3. operative laparoscopy
    4. other

    Medical Expert

    • ME 3.4 Prepare for the surgical procedure: review relevant investigations and pre- operative assessments/consults
    • ME 5.2 Participate in the pre-procedural time-out or safety checklist
    • ME 1.3 Apply knowledge of surgical anatomy, steps of the procedure, potential intraoperative risks, and means to avoid/overcome them
    • ME 3.4 Perform the key technical skills of the procedure
    • ME 3.4 Anticipate, recognize, and respond to intraoperative challenges
    • ME 3.4 Demonstrate intraoperative judgment, fluidity of movement, and forward progression
    • ME 3.4 Establish and implement a plan for post-procedural care

    Communicator

    • COM 5.1 Document the surgical procedure in a complete and timely manner

    Collaborator

    • COL 1.2 Work effectively with the OR team

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-9

    Leading complex discussions

    Key features and assessment plan

    - This EPA focuses on the application of advanced communication and conflict resolution skills to address difficult situations that involve patients and/or families. - This EPA may be observed in any scenario where there is a complex communication. Examples include: informing a patient/family about a serious diagnosis or prognosis; disclosing an adverse event or unexpected complication; disclosing age/BMI/ASA risk limitations or recommendations for cessation of therapy; addressing a patient or family that is angry or hostile; or, dealing with a patient complaint.

    Direct observation by supervisor Use Form 1. Collect 3 observations of achievement - 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

    Medical Expert

    • ME 2.1 Ascertain participants’ understanding of the situation and the reason for the encounter

    Communicator

    • COM 3.1 Provide information and explanations that are clear and accurate
    • COM 3.1 Verify understanding of information conveyed
    • COM 4.3 Listen effectively and reiterate patient concerns accurately
    • COM 4.1 Communicate in a manner that is empathetic, respectful, compassionate, non-judgmental, and culturally aware
    • COM 1.5 Recognize when strong emotions (such as anger, fear, anxiety, or sadness) are impacting an interaction and respond appropriately
    • COM 1.5 Establish boundaries as needed in emotional situations
    • COM 2.2 Summarize and close the encounter effectively

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • C-10

    Documenting consultation reports

    Key features and assessment plan

    - This EPA focuses on writing a good consultation note using any format: handwritten, dictated, electronic medical record. - This includes a synthesis of the pertinent clinical findings, investigations, and management plan, as well as clear articulation of the role of the GREI specialist 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.

    Review of clinical documentation by a GREI specialist Use Form 1. Collect 3 observations of achievement - 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

    Communicator

    • COM 5.1 Document all relevant findings and investigations
    • COM 5.1 Organize information in appropriate sections
    • COM 5.1 Provide a clear clinical impression and plan for ongoing management
    • COM 5.1 Convey clinical reasoning and the rationale for decisions
    • COM 5.1 Complete clinical documentation in a timely manner

    Collaborator

    • COL 1.2 Identify the roles of the referring physician and the GREI subspecialist clearly in the ongoing management plan

    Scholar

    • S 3.4 Integrate best evidence and clinical expertise

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

Transition to Practice

  • TTP-1

    Managing patients in a longitudinal clinic

    Key features and assessment plan

    - This EPA focuses on the longitudinal management of patients in the role of the physician most responsible for patient care. - This includes responsibility for medical care decisions and follow-up on investigations, providing all relevant aspects of care at and between patient visits, appropriate accessibility in between clinic visits, and arranging for coverage by another physician while away. - It also includes completing medical documentation in a timely manner, and completing administrative responsibilities which may include billing, triaging, insurance forms, and phone calls. - The observation of this EPA is not based on a single patient encounter or clinic, but rather on the resident performance over many months. - Documentation of observations should begin in the Core stage and must be achieved by the end of Transition to Practice.

    Case review and/or chart audit by supervisor(s), which may include input from other health care and administrative team members 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

    Medical Expert

    • ME 1.1 Demonstrate responsibility and accountability for decisions regarding patient care, acting in the role of most responsible physician
    • ME 2.4 Establish management plans that consider all relevant aspects of patient care

    Communicator

    • COM 5.1 Document clinical encounters in an accurate, complete, and timely manner

    Collaborator

    • COL 1.2 Work effectively and respectfully with the clinical team

    Leader

    • L 4.1 Manage time effectively to maintain clinic flow
    • L 4.1 Review and act on results of investigations in a timely manner

    Scholar

    • S 3.4 Integrate best evidence and clinical expertise

    Professional

    • P 1.1 Respond punctually to requests from patients or other health care professionals
    • P 1.1 Manage schedule and make arrangements for coverage by another physician when absent or unavailable
    • P 1.1 Work within personal limits, asking for assistance as needed

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • TTP-2

    Managing an ART day

    Key features and assessment plan

    - This EPA integrates the resident’s decision-making skills for individual cases with their ultrasound and procedural skills in performing all aspects of the care for patients undergoing ART procedures. - This includes providing care for patients along all aspects of the ART cycle: managing a protocol; preventing, identifying, and managing adverse effects; and making decisions regarding dose adjustments and when and how to trigger egg retrieval and embryo transfer procedures. - It also includes addressing the administrative tasks of the ART day.

    Direct observation or case review by supervisor Use Form 1. Collect 5 observations of achievement

    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

    Medical Expert

    • ME 1.5 Carry out professional duties in the face of multiple competing demands and conflicts
    • ME 1.4 Perform clinical assessments that address all relevant issues
    • ME 2.4 Develop plans for management, which may include modification of the current protocol and timing of egg retrieval and embryo transfer procedures
    • ME 4.1 Implement plans for ongoing care

    Collaborator

    • COL 1.2 Work effectively with the interprofessional ART clinic team to address clinical and administrative issues

    Leader

    • L 4.1 Manage time effectively to maintain clinic flow

    Scholar

    • S 3.4 Integrate best evidence and clinical expertise

    Professional

    • P 1.1 Work within personal limits, asking for assistance as needed

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.

  • TTP-3

    Conducting scholarly work relevant to GREI

    Key features and assessment plan

    - This EPA includes all aspects of performing scholarly work: identification of a question for investigation, literature review, data gathering, data analysis, reflective critique, and dissemination. - This may include scholarly research, quality improvement, or educational work relevant to GREI that is suitable for peer review publication or presentation at an academic meeting. - Assessment is based on the submission of a manuscript for peer reviewed publication (may include original research, case report, brief report, educational report, QI report).

    Review of submitted manuscript by research supervisor, program director and/or another faculty member (e.g., research director) within the GREI division/department 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

    Leader

    • L 4.1 Organize work to manage clinical, scholarly, and other responsibilities

    Scholar

    • S 4.4 Generate a focused question for scholarly investigation
    • S 4.5 Evaluate the existing literature relevant to the scholarly project and summarize the findings of a literature review
    • S 4.4 Select appropriate methods of addressing a given scholarly question
    • S 4.2 Apply ethical principles in research, quality improvement, or other scholarly work
    • S 4.4 Identify, consult, and collaborate with content experts and others in the conduct of scholarly work
    • S 4.4 Collect data for a scholarly project
    • S 4.4 Perform data analysis and interpretation
    • 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 research and scholarly inquiry

    Case description

    Feedback provided

    Next steps

    Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.