Hematology
Royal College of Physicians and Surgeons of Canada · 1.0 · 22 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
Providing focused assessments for patients with hematologic disorders
Key features and assessment plan
- This EPA focuses on the application of Internal Medicine competencies in the setting of hematology practice to perform consultations for new patients that focus on the hematologic disorder. - This includes gathering a relevant history, performing a physical examination, interpreting laboratory data, formulating a differential diagnosis, and proposing a preliminary management plan. - It also includes communicating effectively with the patient and family. - This EPA may be observed in any clinical setting.
Direct and/or indirect observation (case discussion and review of consult letter) by supervisor Use form 1. Form collects information on: - Observation: direct; indirect Collect 2 observations of achievement - At least 1 direct observation - At least 2 different assessors
Suggested observations: 2
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Observation
- direct
- indirect
Medical Expert
- ME 2.2 Elicit an accurate, relevant history
- ME 2.2 Perform a physical examination that informs the diagnosis
- ME 2.2 Select and/or interpret investigations
- ME 2.2 Develop a differential diagnosis relevant to the patient’s presentation
- ME 2.4 Propose a preliminary management plan
- ME 2.2 Synthesize clinical information for succinct presentation to a supervisor
- ME 2.2 Focus the clinical encounter, performing it in a time-effective manner, without excluding key elements
Communicator
- COM 2.1 Use patient-centred interviewing skills
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
TTD-2
Recognizing patients with a hematologic emergency and providing initial management
Key features and assessment plan
- This EPA focuses on the initial management of patients with hematologic disorders requiring urgent assessment, as well as timely and appropriate calls for additional assistance, and/or notification to the attending physician. - Examples may include severe cytopenia, coagulopathy, febrile neutropenia, microangiopathic hemolytic anemia (MAHA), tumour lysis, spinal cord compression, and leukostasis. - In addition to the competencies of Internal Medicine, this EPA includes the application of knowledge of the local institution, its protocols, and resources. - This EPA may be observed in any clinical or simulation setting, including on-call.
Direct or indirect observation by supervisor Use form 1. Form collects information on: - Presentation: coagulopathy; severe cytopenia; febrile neutropenia; leukostasis; MAHA; spinal cord compression; tumour lysis; other Collect 1 observation of achievement
Suggested observations: 1
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Presentation
- coagulopathy
- severe cytopenia
- febrile neutropenia
- leukostasis
- MAHA
- spinal cord compression
- tumour lysis
- other
Medical Expert
- ME 1.4 Recognize urgent problems that may need the involvement of more experienced colleagues
- ME 2.2 Focus the clinical encounter, performing it in a time-effective manner, without excluding key elements
- ME 2.2 Select and/or interpret investigations
- ME 2.2 Develop a differential diagnosis relevant to the patient’s presentation
- ME 2.4 Develop and implement a plan for initial management
Collaborator
- COL 3.1 Identify patients requiring handover to other physicians or health care professionals
Leader
- L 2.1 Apply knowledge of local protocols and resources
Professional
- P 1.1 Work within personal limits, asking for assistance as needed
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
Foundations
F-1
Providing consultation for patients with an uncomplicated presentation of a hematologic disorder
Key features and assessment plan
- This EPA focuses on the assessment and management of patients with uncomplicated hematologic disorders. - This includes gathering, interpreting and synthesizing clinical and diagnostic information to develop a basic management plan, and communicating effectively with the patient, family, and referring physician. - Examples of uncomplicated hematologic disorders include basic coagulopathies, thromboembolic disorders, lymphadenopathy, cytoses and cytopenias, and monoclonal gammopathy.
Direct or indirect observation by supervisor Use form 1. Form collects information on: - Observation: direct; indirect - Presentation: coagulopathy; thromboembolic disorder; lymphadenopathy; cytosis; cytopenia; monoclonal gammopathy - Setting: inpatient; outpatient; emergency department Collect 3 observations of achievement - At least 1 direct observation - A variety of presentations - At least 2 different assessors
Suggested observations: 3
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Observation
- direct
- indirect
Presentation
- coagulopathy
- thromboembolic disorder
- lymphadenopathy
- cytosis
- cytopenia
- monoclonal gammopathy
Setting
- inpatient
- outpatient
- emergency department
Medical Expert
- ME 2.2 Elicit a history relevant to the presentation
- ME 2.2 Perform a physical examination that informs the diagnosis
- ME 2.2 Identify the clinical significance of diagnostic findings
- ME 2.2 Select additional investigations, as appropriate
- ME 2.2 Develop a differential and most probable diagnosis
- ME 2.4 Develop and implement a management plan
Communicator
- COM 3.1 Convey information about the patient’s condition and plan for management clearly and compassionately
- COM 5.1 Document the clinical encounter to convey the clinical assessment and rationale for decisions/recommendations
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
F-2
Providing ongoing care for patients with a hematologic disorder
Key features and assessment plan
- This EPA focuses on clinical reassessment, and integration of the results of investigations and the patient’s clinical response to therapy, in order to monitor and refine ongoing treatment plans. - This includes arranging transition of care for patients as required (e.g., hospital discharge, admission, transition to another health care provider).
Direct or indirect observation by supervisor Use form 1. Form collects information on: - Presentation: benign; malignant Collect 3 observations of achievement - At least 1 benign - At least 1 malignant
Suggested observations: 3
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Presentation
- benign
- malignant
Medical Expert
- ME 1.4 Perform a clinical 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, response to treatment and/or toxicity
- ME 2.3 Integrate the patient’s and family’s perspective and context into the care plan
- ME 2.4 Develop and implement a management plan
- ME 2.4 Modify or adjust current therapy, as needed
- ME 4.1 Determine the need and timing of referral to another physician
- ME 4.1 Implement a plan for ongoing care, follow-up on investigations, and monitoring of response to treatment and/or disease progression
Collaborator
- COL 3.1 Determine when care should be transferred back to a primary care provider
- COL 3.2 Summarize the patient's issues, including plans to deal with ongoing issues
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
F-3
Prescribing systemic therapy for patients with an uncomplicated presentation of a hematologic disorder
Key features and assessment plan
- This EPA focuses on safely ordering conventional systemic therapy, demonstrating knowledge of pharmacology and expected adverse events, including their prevention and management. - This may include ordering appropriate monitoring strategies and incorporating appropriate supportive care. - It also includes working effectively with the interprofessional team, i.e., pharmacists and nurses, and following standard operating procedures in the ordering and administration of systemic therapy. - Examples of systemic therapy include cytotoxic chemotherapy, monoclonal antibody therapy, systemic steroids, and targeted therapy. - Examples of uncomplicated presentations include patients with few comorbidities and/or first line chemotherapy in common presentations such as diffuse large B-cell lymphoma (DLBCL) and R-CHOP.
Case discussion with supervisor Use form 1. Form collects information on: - Presentation: immune cytopenia; leukemia; lymphoproliferative disorder; myelodysplasia; myeloproliferative neoplasm; plasma cell dyscrasia; other Collect 3 observations of achievement - At least 3 different presentations - At least 2 different assessors
Suggested observations: 3
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Presentation
- immune cytopenia
- leukemia
- lymphoproliferative disorder
- myelodysplasia
- myeloproliferative neoplasm
- plasma cell dyscrasia
- other
Medical Expert
- ME 1.3 Apply knowledge of conventional systemic therapy, including pharmacology, expected adverse events and their prevention/management
- ME 2.2 Assess a patient’s suitability to proceed with systemic therapy
- ME 2.4 Select and prescribe the standard dose and regimen
- ME 2.4 Implement appropriate monitoring strategies
- ME 2.4 Select and prescribe supportive care to optimize patient comfort and mitigate adverse effects
- ME 5.2 Follow standard procedures when ordering and/or administering systemic therapy
Collaborator
- COL 1.2 Work effectively with pharmacists and nurses
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
F-4
Recognizing and interpreting the clinical significance of critical findings of morphology studies
Key features and assessment plan
- This EPA focuses on applying knowledge of hematopathology laboratory tests and procedures to interpret complete blood count (CBC) and peripheral blood morphology, and recognize common findings as well as critical findings that affect clinical decisions in an urgent manner. - Examples include iron deficiency and serious abnormalities such as suspected leukemia and thrombotic microangiopathy.
Direct observation (i.e., multi-header cases, real time review of lab material on current clinical cases) or indirect observation (i.e., slide quiz) by clinical hematologist, hematological pathologist, general pathologist, anatomical pathologist, or senior or specialized laboratory technologist Use form 1. Form collects information on: - Morphology: normal peripheral blood film; acute promyelocytic leukemia; leukemic blasts; schistocytes; severe thrombocytopenia; sickle cells; spherocytes Collect 7 observations of achievement - At least 1 of each morphology
Suggested observations: 7
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Morphology
- normal peripheral blood film
- acute promyelocytic leukemia
- leukemic blasts
- schistocytes
- severe thrombocytopenia
- sickle cells
- spherocytes
Medical Expert
- ME 1.3 Apply knowledge of peripheral blood morphology
- ME 2.2 Perform a morphologic assessment and recognize critical findings
- ME 2.2 Formulate a differential diagnosis based on the morphologic assessment
- ME 2.4 Provide suggestions for further testing and/or management as relevant
Communicator
- COM 5.1 Communicate critical results urgently, as needed
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
F-5
Performing bone marrow aspirate and biopsy procedures
Key features and assessment plan
- This EPA focuses on the performance of bone marrow aspirate and biopsy in any patient. - This includes confirming that consent has been obtained, preparing materials, ordering ancillary tests, safe handling of instruments and biologic samples, performing the procedure, obtaining an adequate sample (determined by visual assessment at the time of the procedure), and managing any immediate procedure related complications. - This EPA also includes providing relevant post-procedure patient education.
Direct observation by supervisor Use form 1. Collect 3 observations of achievement
Suggested observations: 3
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 3.1 Determine the safety and appropriateness of the procedure
- ME 3.2 Obtain and document informed consent, explaining the risks and rationale for a proposed procedure
- ME 3.4 Demonstrate effective procedure preparation
- ME 3.4 Prepare to obtain and handle samples, sending for appropriate testing
- ME 3.4 Set up and position the patient for the procedure
- ME 3.4 Perform bone marrow aspirate and/or biopsy in a skilful and safe manner, adapting to unanticipated findings or changing clinical circumstances
- ME 3.4 Demonstrate safe handling of instruments and biologic samples
- ME 3.4 Recognize and manage complications
- ME 3.4 Document the procedure, including quality of specimen obtained and the presence/absence of complications
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
Core
C-1
Providing comprehensive management for patients with an emergency related to a hematologic condition or its …
Key features and assessment plan
- This EPA focuses on providing or arranging for definitive management of a spectrum of hematologic and treatment-related emergencies. - Examples include: MAHA; febrile neutropenia; tumour lysis syndrome (or high risk of TLS); spinal cord compression; leukostasis; acute promyelocytic leukemia; and bleeding in acquired or inherited bleeding disorders. - This includes performing a timely focused assessment, establishing a likely diagnosis and the plan for management. - It may include coordinating treatment with other services. - This EPA may be observed in the clinical setting or in simulation.
Direct or indirect observation by supervisor Use form 1. Collect information on: - Presentation: acute promyelocytic leukemia; bleeding in an acquired or inherited bleeding disorder; febrile neutropenia; leukostasis; MAHA; spinal cord compression; tumour lysis syndrome (or high risk of TLS); other Collect 2 observations of achievement - At least 2 different presentations - At least 2 different assessors
Suggested observations: 2
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 2.1 Determine the acuity of the issue and the priorities for patient care
- ME 2.2 Focus the clinical encounter, performing it in a time-effective manner, without excluding key elements
- ME 2.2 Select and/or interpret investigations
- ME 2.2 Develop a differential diagnosis
- ME 2.4 Implement emergency care protocols or therapy for emergencies related to hematologic or oncologic conditions or their treatment
Communicator
- COM 5.1 Document the clinical encounter to convey the outcome and rationale for clinical recommendations/decisions
Collaborator
- COL 1.2 Consult as needed with other health care professionals, including other physicians
Professional
- P 4.1 Maintain capacity for professional clinical performance in stressful situations
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-2
Providing comprehensive consultation for patients with a hematologic disorder, including complex and rare di…
Key features and assessment plan
- This EPA focuses on the assessment and comprehensive management of benign and malignant hematologic conditions, including complex presentations and rare disorders. - This includes synthesizing the clinical assessment and investigations to reach a diagnosis and developing a plan of care for comprehensive management that considers the unique aspects of each patient’s condition, co-morbidities, age, presentation, and goals of care. - This may include eligibility for clinical trials, and may require scholarly review of treatment options and/or multidisciplinary collaboration or consultation with external experts.
Direct or indirect observation by supervisor Use form 1. Collect information on: - Diagnosis (write in): - Case mix: benign; malignant - Complex or rare disorder: yes; no - Setting: inpatient; outpatient; emergency department; on call Collect 10 observations of achievement - A variety of diagnoses - At least 5 malignant - At least 5 benign - At least 2 complex or rare disorders - At least 3 different assessors
Suggested observations: 10
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 1.4 Perform a clinical assessment that addresses all relevant issues
- ME 2.2 Integrate the clinical data to establish the diagnosis and, if relevant, stage and/or severity of the condition
- ME 2.3 Establish goals of care with the patient and family
- ME 2.2 Identify whether the case warrants discussion at multidisciplinary case conference
- ME 2.4 Develop and implement a management plan
- ME 4.1 Coordinate treatment and follow-up plans
Communicator
- COM 3.1 Convey information about the patient’s condition and plan for management clearly and compassionately
Collaborator
- COL 1.2 Work effectively with members of the interprofessional team to implement a management plan
Leader
- L 2.1 Consider costs and resource availability when selecting diagnostic or treatment options
Health Advocate
- HA 1.2 Provide recommendations for resources for patient education and support
Scholar
- S 3.4 Integrate best evidence and clinical expertise into decision-making
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-3
Providing comprehensive ongoing management for patients with a chronic hematologic disorder
Key features and assessment plan
- This EPA focuses on providing ongoing comprehensive management that includes implementing surveillance or monitoring strategies, assessing medication adherence and effects, as well as addressing patient concerns, education and appropriate follow up. - It includes identifying patients with a fluctuating clinical course, recognizing the need for change or escalation of therapy, and implementing a therapeutic plan. - This EPA must be observed in a range of conditions, both benign and malignant.
Direct or indirect observation by supervisor Use form 1. Form collects information on: - Diagnosis (write in): - Case mix: benign; malignant - Complex or rare disorder: yes; no - Setting: inpatient; outpatient; emergency department; on call Collect 10 observations of achievement - A variety of diagnoses - At least 5 malignant - At least 5 benign - At least 2 complex or rare disorders - At least 3 different assessors
Suggested observations: 10
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 1.4 Perform a clinical assessment that addresses all relevant issues
- ME 2.2 Synthesize patient information to determine treatment adherence, clinical status and/or response to therapy
- ME 2.4 Modify or adjust current therapy, as needed
- ME 4.1 Implement a plan for ongoing care, follow-up on investigations, and monitoring of response to treatment and/or disease progression
- ME 4.1 Determine the need and timing of referral to another physician
Communicator
- COM 4.3 Use communication skills and strategies that help the patient and/or family make informed decisions
- COM 5.1 Document the clinical encounter to convey the clinical assessment and the rationale for decisions/recommendations
Leader
- L 2.1 Consider costs and resource availability when selecting diagnostic or treatment options
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 © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-4
Prescribing systemic therapy
Key features and assessment plan
- This EPA focuses on safely ordering all forms of systemic therapy, including chemotherapy, immunotherapy and other modalities, and demonstrating knowledge of pharmacology and expected adverse events, including their prevention and management. - This includes assessing the need to modify dose and/or delay treatment, ordering appropriate monitoring strategies, and incorporating appropriate supportive care. - It also includes working effectively with the interprofessional team, i.e. pharmacists and nurses, and following standard operating procedures in the ordering and administration of systemic therapy. - This EPA includes complex presentations such as patients with multiple comorbidities, relapses, rare disorders, and complex treatment regimens.
Case discussion with supervisor, with input from the interprofessional team Use form 1. Form collects information on: - Presentation: immune cytopenia; leukemia; lymphoproliferative disorder; myelodysplasia; myeloproliferative neoplasm; plasma cell dyscrasia; other - Complex or rare disorder: yes; no Collect 3 observations of achievement - At least 3 different presentations - At least 1 complex or rare disorder
Suggested observations: 3
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Presentation
- immune cytopenia
- leukemia
- lymphoproliferative disorder
- myelodysplasia
- myeloproliferative neoplasm
- plasma cell dyscrasia
- other
Complex or rare disorder
- yes
- no
Medical Expert
- ME 1.3 Apply knowledge of systemic therapy, including pharmacology, expected adverse events and their prevention/management
- ME 2.2 Assess a patient’s suitability to proceed with systemic therapy
- ME 2.4 Select and prescribe the appropriate dose and regimen
- ME 2.4 Implement required adjustments in systemic therapy and/or supportive care based on patient's health status, performance status or co- morbidities
- ME 2.4 Implement appropriate monitoring strategies
- ME 2.4 Select and prescribe supportive care to optimize patient comfort and mitigate adverse effects
Collaborator
- COL 1.2 Work effectively with pharmacists and nurses
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-5
Administering intrathecal chemotherapy
Key features and assessment plan
- This EPA focuses on safe administration of intrathecal chemotherapy. - This includes confirming that consent has been obtained, verifying agent and dose, safe handling of instruments and biohazardous material, performing a lumbar puncture, documenting the procedure and chemotherapy administration, and managing any immediate procedure related complications.
Direct observation by supervisor Use form 1 Collect 1 observation of achievement
Suggested observations: 1
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 3.1 Determine the safety and appropriateness of the procedure
- ME 3.2 Obtain and document informed consent, explaining the risks and rationale for a proposed procedure
- ME 3.4 Demonstrate effective procedure preparation, including patient identification and/or safety checklist as appropriate
- ME 3.4 Perform lumbar puncture in a skilful and safe manner, adapting to unanticipated findings or changing clinical circumstances
- ME 3.4 Verify and administer intrathecal medication
- ME 3.4 Demonstrate safe handling of instruments, biologic samples and/or biohazardous material
- ME 3.4 Recognize and manage complications
- ME 3.4 Document the procedure, including quality of specimen obtained and the presence/absence of complications
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-6
Identifying patients eligible for HSCT or cellular therapy
Key features and assessment plan
- This EPA includes reviewing the indications and eligibility for HSCT or cellular therapy, describing the treatment to the patient/family, and identifying the appropriate timing and urgency of referral.
Review of referral or consult letter by supervisor Use form 1. Form collects information on: - Allogenic transplant: yes; no Collect 2 observations of achievement - At least 1 patient with an indication for allogenic transplant - At least 2 different observers
Suggested observations: 2
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Allogenic transplant
- yes
- no
Medical Expert
- ME 2.2 Recognize when a patient may benefit from referral for HSCT or cellular therapy
- ME 2.2 Plan and coordinate an appropriate diagnostic workup
- ME 3.2 Describe a proposed therapy to the patient/family, including the rationale, possible toxicities, expected outcomes and alternative treatments
Communicator
- COM 3.1 Convey information about the treatment options clearly and accurately
- COM 4.3 Use communication skills and strategies that help the patient and/or family make informed decisions
Collaborator
- COL 3.2 Organize the handover of care to the most appropriate physician
- COL 1.3 Communicate effectively with the HSCT team
Health Advocate
- HA 1.1 Identify barriers to access and care for individual patients
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-7
Assessing patients who have received HSCT or cellular therapy, and recognizing and managing complications
Key features and assessment plan
- This EPA focuses on the follow-up care provided for patients following HSCT or cellular therapy, including screening for and recognizing complications in order to make a diagnosis, and consulting effectively with the HSCT team. - This requires knowledge of the toxicities specific to HSCT and cellular therapies. - This EPA includes recognition and investigation of conditions and may include initiation of urgent therapies; however, treatment decisions would often be made in conjunction with the HSCT physician. - This EPA may include assessment of suspected acute, late acute, and chronic (e.g., GVHD) complications and infections, as well as graft failure and other late effects.
Direct and indirect observation by supervisor Use form 1. Form collects information on: - Complication: none; GVHD; infection; other late effect Collect 2 observations of achievement - At least 2 different complications
Suggested observations: 2
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Complication
- none
- GVHD
- infection
- other late effect
Medical Expert
- ME 1.3 Apply knowledge of HSCT and cellular therapy, and their toxicities and complications
- ME 1.4 Perform a clinical assessment that addresses all relevant issues
- ME 2.2 Perform a physical exam to detect evidence of GVHD
- ME 2.2 Synthesize patient information to determine diagnosis
- ME 2.4 Develop and implement a plan for initial management
- ME 2.4 Incorporate consultant recommendations to develop and implement a definitive management plan
Communicator
- COM 3.1 Provide timely, accurate information and explanations to the patient and/or family
Collaborator
- COL 1.3 Communicate effectively with the HSCT team
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-8
Advising on, prescribing, and managing transfusion therapies and associated complications
Key features and assessment plan
- The focus of this EPA is the role of the hematologist as a consultant for the use of blood components and manufactured blood products. - This EPA includes transfusion management in a variety of acute and chronic clinical settings, as well as apheresis medicine. - This EPA includes communicating effectively with others to gather the needed clinical information, developing an understanding of the clinical question and making recommendations about the appropriate use and selection of transfusion therapies. - This EPA may be observed in the clinical setting or in simulation.
Direct or indirect observation by hematologist or physician responsible for transfusion medicine service Use form 1. Form collects information on: - Case mix: apheresis; indication and selection of blood component and fractionated blood product; transfusion emergency; transfusion reaction and/or complication Collect 6 observations of achievement - At least 1 of each of the case mix
Suggested observations: 6
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Case mix
- apheresis
- indication and selection of blood component and fractionated blood product
- transfusion emergency
- transfusion reaction and/or complication
Medical Expert
- ME 2.2 Gather and synthesize patient information to establish the clinical question
- ME 2.2 Determine the indications for transfusion therapy /apheresis
- ME 2.1 Determine the acuity of the issue and the priorities for patient care
- ME 1.3 Apply knowledge of the therapeutic use of blood components and transfusion therapies
- ME 2.2 Select the most appropriate blood product
- ME 2.4 Provide advice regarding the sequence and/or timing of transfusion therapy
Communicator
- COM 5.1 Document the encounter to convey clinical reasoning and rationale for recommendations
Collaborator
- COL 1.3 Support clinical colleagues in the development and implementation of a management plan
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-9
Interpreting transfusion medicine testing
Key features and assessment plan
- This EPA focuses on applying knowledge of transfusion medicine to decisions regarding the compatibility or non-compatibility of blood components and products, as well as the source or reason for transfusion reactions or complications. - This includes interpreting laboratory testing such as forward and reverse typing, antibody screening and identification, positive direct antiglobulin test (e.g., DAT, Coombs test), and ABO discrepancies (e.g., transplant), antibody mediated transfusion issues (e.g., NAIT, AIHA, platelet refractoriness, multiple alloantibodies), utilizing other relevant clinical and lab data, and making recommendations. - This EPA also includes working effectively with the transfusion medicine laboratory team. - This EPA may be observed in the clinical setting or in simulation.
Direct or indirect observation by hematologist or physician responsible for transfusion medicine service Use form 1. Form collects information on: - Testing: ABO typing/discrepancy; antibody mediated transfusion issue; positive direct antiglobulin test; red cell antibody panel Collect 4 observations of achievement - At least 1 of each test
Suggested observations: 4
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Testing
- ABO typing/discrepancy
- antibody mediated transfusion issue
- positive direct antiglobulin test
- red cell antibody panel
Medical Expert
- ME 1.3 Apply knowledge of immunohematology, including major blood group systems and the role of the human leukocyte antigen (HLA) system
- ME 1.3 Apply knowledge of common problems of blood-banking, including incompatible cross match, and auto- and alloimmune antibodies and their differentiation
- ME 1.3 Apply knowledge of the principles of test methodology and instrumentation in a hematology laboratory
- ME 2.2 Interpret laboratory testing to determine the compatibility of blood products
- ME 2.2 Select ancillary testing, as required
- ME 2.4 Establish the probable cause of an adverse reaction to blood product therapy, as applicable
Collaborator
- COL 1.2 Work effectively with transfusion medicine laboratory team members
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-10
Interpreting blood and bone marrow aspirate morphology
Key features and assessment plan
- This EPA focuses on the morphologic assessment and interpretation of blood films and bone marrow aspirate specimens, with integration of clinical and morphologic findings to develop a differential diagnosis. - This may include preparation of a clinically relevant written morphology report for peripheral blood smears and marrow aspirates.
Direct observation and case discussion by hematologist, hematopathologist, or general pathologist Use form 1. Form collects information on: - Case mix: red blood cell disorder; white blood cell disorder; platelet disorder; acute lymphoid neoplasm; chronic lymphoid neoplasm; acute myeloid neoplasm; chronic myeloid neoplasm; plasma cell disorder; infectious disease (e.g. malaria) - Specimen: blood film; bone marrow aspirate Collect 9 observations of achievement - At least 1 each of the case mix
Suggested observations: 9
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Case mix
- red blood cell disorder
- white blood cell disorder
- platelet disorder
- acute lymphoid neoplasm
- chronic lymphoid neoplasm
- acute myeloid neoplasm
- chronic myeloid neoplasm
- plasma cell disorder
- infectious disease (e.g. malaria)
Specimen
- blood film
- bone marrow aspirate
Medical Expert
- ME 1.3 Apply knowledge of peripheral blood morphology
- ME 1.3 Apply knowledge of bone marrow anatomy and pathology
- ME 2.2 Assess the quality of the sample and any impact on the diagnostic interpretation
- ME 2.2 Perform a morphologic assessment of peripheral blood and/or bone marrow
- ME 2.2 Formulate a differential diagnosis based on the morphologic assessment
- ME 2.2 Select ancillary testing, as required
- ME 2.2 Establish a diagnosis that takes into account clinical correlation
Communicator
- COM 5.1 Formulate a clear, concise and accurate report in a timely fashion
- COM 5.1 Communicate critical results urgently, as needed
Scholar
- S 1.1 Identify and use resources for ongoing learning applicable to blood cell morphology
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-11
Providing interpretation of specialized hematology lab investigations
Key features and assessment plan
- This EPA focuses on the hematology lab-based experience in interpretation of specialized hematologic laboratory tests, including coagulation studies and hemoglobin investigations. - This includes the interpretation of appropriate ancillary tests such as molecular tests, flow cytometry, specialized coagulation testing, hemoglobin electrophoresis, and cytogenetics. - This EPA may be observed in the laboratory setting or in simulation.
Direct or indirect observation by hematologist, physician/scientist responsible for the specialized laboratory, or senior laboratory technologist Use form 1. Form collects information on: - Testing: molecular; cytogenetics; flow cytometry; specialized coagulation testing; hemoglobinopathy investigation - Case mix: myeloid; lymphoid; other Collect 5 observations of achievement - At least 1 specialized coagulation testing - At least 1 hemoglobinopathy investigation - At least 1 molecular - At least 1 cytogenetics - At least 1 flow cytometry
Suggested observations: 5
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Testing
- molecular
- cytogenetics
- flow cytometry
- specialized coagulation testing
- hemoglobinopathy investigation
Case mix
- myeloid
- lymphoid
- other
Medical Expert
- ME 1.3 Apply knowledge of the principles of test methodology and instrumentation in a hematology laboratory
- ME 1.3 Apply knowledge in clinical and biomedical sciences relevant to interpretation of hematology laboratory findings
- ME 1.3 Apply knowledge of laboratory quality assurance including pre-analytic errors, and sample quality
- ME 2.2 Identify pre-analytic errors
- ME 2.2 Assess the quality of the sample and any impact on the diagnostic interpretation
- ME 2.2 Interpret investigations
- ME 2.2 Select ancillary testing, as required
- ME 2.2 Integrate information from ancillary studies and other sources
Communicator
- COM 5.1 Convey critical or unexpected lab results in a timely manner
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-12
Leading discussions with patients and their families regarding diagnosis, prognosis, treatment options and …
Key features and assessment plan
- This EPA focuses on the application of communication skills to clearly and compassionately convey medical information to patients and families. - This includes diagnosis, prognosis, treatment plans, and goals-of-care, and as well discussions regarding changing clinical status, uncertainty and/or end-of-life care. - This may also include difficult situations, such as when there is conflict, disclosure of error, goals of care that are not reasonable, or conflicting treatment recommendations. - This EPA also includes documenting the discussion.
Direct and indirect observation by supervisor, which may include input from other health care professionals Use form 1. Form collects information on: - Discussion topic (select all that apply): new diagnosis; prognosis; treatment plan; end of life - Case mix: benign; malignant - Observation: direct; indirect - Difficult conversation: yes; no Collect 3 observations of achievement - At least 1 malignant case for each discussion topic - At least 2 different assessors
Suggested observations: 3
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Discussion topic
- new diagnosis
- prognosis
- treatment plan
- end of life
Case mix
- benign
- malignant
Observation
- direct
- indirect
Difficult conversation
- yes
- no
Medical Expert
- ME 2.1 Ascertain participants’ understanding of the situation and the reason for the encounter
Communicator
- COM 1.1 Demonstrate empathy, respect and compassion
- COM 3.1 Share information and explanations that are clear and accurate
- COM 3.1 Use plain language and avoid medical jargon
- COM 3.1 Verify understanding of information conveyed
- COM 4.3 Answer questions in a respectful manner
- COM 4.1 Communicate in a manner that is respectful, non-judgmental and culturally aware
- COM 1.5 Establish boundaries as needed in emotional situations
- COM 2.2 Summarize and close the encounter effectively
- COM 5.1 Document the encounter to convey the discussion and its outcome
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-13
Working effectively with other physicians and health care professionals to provide multidisciplinary care
Key features and assessment plan
- This EPA focuses on the role of the hematologist in collaborating with other health care professionals, working effectively as a member of an interprofessional team. - This EPA includes contributing hematologic expertise to the team discussion, communicating effectively with other health professionals, advocating for the patient, and demonstrating professional behaviour. - This EPA may be observed in the ward or clinic setting, and may include the resident’s participation in interprofessional patient rounds.
Direct observation by supervisor, with input from the interprofessional team Use form 1. Collect 1 observation of achievement
Suggested observations: 1
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 2.2 Synthesize cases for discussion at multidisciplinary rounds
Collaborator
- COL 1.3 Convey information clearly
- COL 1.3 Encourage discussion, questions, and interaction
- COL 1.3 Support clinical colleagues in the development and implementation of a management plan
- COL 2.2 Facilitate the development of consensus when there are differences in recommendations provided by other health care professionals
Health Advocate
- HA 1.1 Recognize and respond to the patient’s individual needs and issues
Professional
- P 1.1 Exhibit appropriate professional behaviours
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
Transition to Practice
TTP-1
Leading an inpatient service
Key features and assessment plan
- This EPA focuses on leading the provision of care on an inpatient service. - This includes responsibility for medical decision-making across the breadth of clinical scenarios, and includes overseeing the care of patients and managing admissions, transfers and discharges. - This also includes clinical administrative aspects such as the judicious use of resources in decisions about bed management and patient flow, and facilitating access to diagnostic tests and treatments. - The observation of this EPA is based on a period of at least one week. - The observation of this EPA may begin in the Core stage, and must be achieved by the end of Transition to Practice.
Direct and indirect observation by supervisor with input from interprofessional team Use form 1. Form collects information on: - Setting: inpatient service; consult service Collect 1 observation of achievement over the period of at least 1 week
Suggested observations: 1
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Setting
- inpatient service
- consult service
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 and implement patient-centred management plans
- ME 4.1 Formulate and implement plans for discharge that include appropriate ongoing care and follow up
Collaborator
- COL 1.2 Work effectively with the interprofessional team
Leader
- L 2.1 Allocate health care resources for optimal patient care
- L 4.1 Set priorities and manage time to fulfil diverse responsibilities
- L 4.1 Integrate supervisory and teaching responsibilities into the overall management of the clinical service
Scholar
- S 3.4 Integrate best evidence and clinical expertise into decision-making
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
TTP-2
Managing longitudinal aspects of care in a clinic
Key features and assessment plan
- This EPA focuses on the management of a longitudinal outpatient clinic in the role of the physician most responsible for patient care. - This includes responsibility for the medical care decisions, follow-up on investigations and accessibility in between clinic visits. - It also includes time management, practice management, and the judicious use of resources in the outpatient setting. - The observation of this EPA is not based on a single patient encounter, but rather on the resident performance over a period of time (at least one month). - The observation of this EPA may begin in the Core stage, and must be achieved by the end of Transition to Practice.
Direct observation, case discussion and/or review of consult letters by supervisor, with input from other health care professionals Use form 1. Collect 1 observation of achievement
Suggested observations: 1
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 2.2 Select investigation strategies demonstrating awareness of availability and access in the outpatient setting
- ME 2.4 Adjust management plans based on evolving clinical status and/or response to treatment
- ME 2.4 Formulate treatment plans that are suitable for implementation in the outpatient setting
- ME 1.5 Triage consultation requests based on clinical acuity
Collaborator
- COL 1.3 Provide accurate, timely and relevant written information to the referring/primary care physician
Leader
- L 4.1 Manage time effectively in the outpatient clinic
- L 4.1 Review and act on test results in a timely manner
- L 4.2 Manage bookings to optimize clinic scheduling
Professional
- P 1.1 Respond punctually to requests from patients or other health care professionals
Case description
Feedback provided
Next steps
Copyright © 2022 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.