Infectious Diseases (Pediatric)
Royal College of Physicians and Surgeons of Canada · 1.0 · 18 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-1P
Assessing patients with a confirmed or suspected infectious disease
Key features and assessment plan
- The focus of this EPA is the application of the clinical skills acquired in Pediatrics to perform ID-specific consults. - This includes gathering an accurate history, including host/sociodemographic factors and relevant exposures; performing a physical examination; reviewing the results of pertinent investigations; synthesizing the information for an organized and concise presentation to a supervisor; and documenting the assessment. - An important aspect of this EPA is recognizing relevant infection prevention and control considerations and taking appropriate precautions. - At this stage, a complete and accurate management plan is not required.
Direct observation or review of case with supervisor Use Form 1. Form collects information on: - Type of observation (select all that apply): case review; directly observed history; directly observed physical exam; review of consult note - Setting: PICU; inpatient; NICU; outpatient - Patient with medical complexity/chronic medical conditions: no; yes Collect at least 2 observations of achievement - At least 1 directly observed history - At least 1 directly observed physical exam - At least 1 includes review of consult note - At least 2 different locations - At least 1 patient with medical complexity or chronic medical conditions - At least 2 different observers
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Type of observation
- case review
- directly observed history
- directly observed physical exam
- review of consult note
Setting
- PICU
- inpatient
- NICU
- outpatient
Patient with medical complexity/chronic medical conditions
- no
- yes
Medical Expert
- ME 5.2 Follow procedures for infection prevention and control
- ME 2.2 Gather a clinical history including the patient’s risk factors for infectious disease
- ME 2.2 Perform a physical examination relevant to the presentation
- ME 2.2 Select and/or interpret appropriate investigations
- ME 2.2 Develop a differential diagnosis
- ME 2.4 Propose a management plan
- ME 2.2 Synthesize and organize clinical information for clear and succinct presentation to a supervisor
Communicator
- COM 2.3 Seek and synthesize relevant information from other sources (e.g., family, medical record)
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
TTD-2P
Recognizing life-, limb-, and/or organ-threatening presentations and initiating management
Key features and assessment plan
- This EPA focuses on recognizing the potential severity of a patient’s presentation, performing a timely assessment and review of the case, initiating appropriate empiric management, and where relevant, engaging other services in the patient’s care. - Examples of life-, limb-, and/or organ-threatening presentations include meningitis, necrotizing fasciitis, malaria, sepsis/septic shock, serious CLABSIs, and other emerging infections. - This EPA may include attention to aspects of personal safety (e.g., infection control, violent patient). - An important aspect of this EPA is working within one’s limits and contacting senior residents/staff when appropriate.
Direct observation or case review by supervisor Use Form 1. Form collects information on: - Scenario (write in): - Setting: clinical; simulation Collect 2 observations of achievement - No more than one in simulation
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 5.2 Follow procedures for infection prevention and control
- ME 2.1 Determine the urgency of the situation
- ME 2.2 Perform a history and physical exam relevant to the patient presentation, in a timely manner
- ME 2.2 Select and/or interpret appropriate investigations
- ME 2.2 Develop a differential diagnosis
- ME 2.4 Develop a plan for initial empiric management
- ME 4.1 Determine the need and timing of referral to another health care professional
Professional
- P 1.1 Work within one’s own limits, seeking 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-1P
Assessing immunocompetent patients and initiating management for common infections
Key features and assessment plan
- This EPA includes performing a history and physical exam for patients with a confirmed or suspected infectious disease and developing a plan for initial management, including selecting investigations, recommending appropriate PPE and isolation based on the clinical syndrome, and applying the principles of antimicrobial stewardship in the selection of treatment. - It may include working with the medical microbiology laboratory team in the investigation and management of the case and diagnostic stewardship of laboratory resources.
Case review by supervisor with confirmation of physical examination findings when relevant Use Form 1. Form collects information on: - Type of observation (select all that apply): direct; review of case; confirmation of physical findings - Demographic: neonate; infant; child; adolescent - Setting: emergency department; inpatient-medical; inpatient-surgical; NICU; outpatient; PICU - Organ system: cardiovascular; CNS; genital; GI; ophthalmic; osteoarticular; respiratory; skin and soft tissue; urinary; other (write in) - Post-surgical infection: no; yes - Retained hardware/foreign material: no; yes Collect 6 observations of achievement - At least 2 with confirmation of physical exam findings - At least 1 neonate or infant - At least 1 adolescent - At least 1 in medical inpatient setting - At least 1 in NICU or PICU setting - At least 1 in outpatient or emergency department setting - A variety of organ systems - At least 1 patient with a post-surgical infection - At least 1 patient with retained hardware/foreign material - At least 3 different observers
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
Type of observation
- direct
- review of case
- confirmation of physical findings
Demographic
- neonate
- infant
- child
- adolescent
Setting
- emergency department
- inpatient-medical
- inpatient-surgical
- NICU
- outpatient
- PICU
Organ system
- cardiovascular
- CNS
- genital
- GI
- ophthalmic
- osteoarticular
- respiratory
- skin and soft tissue
- urinary
- other (write in)
Post-surgical infection
- no
- yes
Retained hardware/foreign material
- no
- yes
Medical Expert
- ME 2.2 Apply infection control practices as appropriate to the clinical syndrome
- ME 2.2 Gather a clinical history including the patient’s risk factors for infectious disease
- ME 2.2 Perform a physical examination relevant to the presentation
- ME 2.2 Select and/or interpret investigations
- ME 2.2 Develop a differential diagnosis
- ME 1.3 Apply knowledge of the principles of antimicrobial stewardship
- ME 2.4 Develop and implement a plan for initial management
- ME 2.2 Synthesize and organize clinical information for clear and succinct presentation to a supervisor
Collaborator
- COL 1.2 Work effectively with the medical microbiology laboratory
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
F-2P
Providing ongoing care for immunocompetent patients with a common infection
Key features and assessment plan
- This EPA focuses on the care that occurs over the course of a disease process. - This includes clinical reassessment, further investigation, and/or modification of treatment, including tailoring antimicrobial therapy, transitioning iv to po treatment, adjusting duration of treatment and responding to therapeutic drug monitoring as appropriate, and making decisions about discharge and/or follow-up. - It may include working effectively with a consulting service and facilitating access to treatments and resources (e.g., outpatient antibiotic therapy).
Case review by supervisor Use Form 1. Form collects information on: - Setting: emergency department; inpatient-medical; inpatient-surgical; NICU; outpatient; PICU - Issue: modify therapy based on incoming data and clinical response; manage complication or toxicity of therapy; sign-off of care with follow up as appropriate Collect 6 observations of achievement - At least 1 inpatient (NICU, PICU medical, or surgical) - At least 1 outpatient or emergency department - A variety of issues - At least 3 different observers
Suggested observations: 6
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Setting
- emergency department
- inpatient-medical
- inpatient-surgical
- NICU
- outpatient
- PICU
Issue
- modify therapy based on incoming data and clinical response
- manage complication or toxicity of therapy
- sign-off of care with follow up as appropriate
Medical Expert
- ME 2.2 Gather clinical information to affirm the diagnosis and assess response to therapy, possible complications, and evolution of the clinical course
- ME 2.2 Select and/or interpret investigations
- ME 2.4 Adapt the management plan, as needed
- ME 4.1 Provide recommendations for discharge and/or follow-up
Collaborator
- COL 1.3 Integrate the patient’s perspective and context into the care plan
- COL 1.2 Work effectively with the consulting service
Health Advocate
- HA 1.2 Work with the patient and/or family to increase their understanding of their illness and health care needs
- HA 1.1 Facilitate access to needed health services and resources
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
F-3P
Summarizing and presenting patient information for case conferences
Key features and assessment plan
- This EPA includes summarizing case details, reviewing relevant investigations and treatment guidelines, identifying questions to be resolved through group discussion, and presenting the case in an organized and succinct manner. - It may include performing a literature review surrounding a pertinent aspect of the case and participating in shared decision-making about the case. - This EPA can be observed in case conferences within the infectious diseases group or in multidisciplinary meetings.
Direct observation by supervisor Use Form 1. Form collects information on: - Literature review done: no; yes Collect 2 observations of achievement - At least 1 involving a literature review surrounding a pertinent aspect of the case presented
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
Literature review done
- no
- yes
Medical Expert
- ME 2.2 Review and synthesize clinical information to formulate a summary of the case
- ME 1.6 Identify areas of uncertainty to be addressed in group discussion
Collaborator
- COL 1.3 Present the case in an organized and succinct manner
- COL 1.3 Facilitate group discussion
- COL 1.1 Respond appropriately to questions and input from others
- COL 1.3 Participate in shared decision-making about the case
Scholar
- S 3.4 Perform a scholarly review of relevant health literature and/or guidelines
Professional
- P 1.1 Behave in a professional 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-1P
Assessing inpatients with a complex and/or chronic infectious disease presentation and initiating management
Key features and assessment plan
- This EPA includes collecting and synthesizing clinical and epidemiologic information to formulate and prioritize a differential diagnosis, select investigations, and develop a treatment plan. - This includes applying knowledge of infection control, pharmacology, and antimicrobial stewardship as they pertain to the case and liaising with microbiology, public health, and other specialty services as appropriate. - Examples of a complex and/or chronic presentation include fever of unknown origin/non-infectious mimics, infectious complications of substance use, travel- related illnesses or other exposures and epidemiologic risk factors, patients who are immunocompromised (primary or secondary immunodeficiency), and patients with a critical illness (e.g., ICU, PICU, NICU) and/or with multiple concurrent medical conditions. - Examples of complex presentations include those that have inadequate source control, are not responding to usual therapy, or require special access to treatment (e.g., antimicrobial resistant organism).
Case review by supervisor or TTP resident Use Form 1. Form collects information on: - Setting: inpatient-medical; inpatient-surgical; NICU; PICU - Feature (select all that apply): ARO; asplenia; biologics/DMARDS; cancer/systemic therapy; complication of substance use; FUO/non-infectious mimic; HIV/AIDS; HSCT recipient; inborn error of immunity; neutropenia; pregnancy or the post-partum period; SOT recipient; suspected congenital infection; travel-related illness; other Collect at least 10 observations of achievement - At least 1 in inpatient-surgical setting - At least 2 in NICU setting - At least 1 in PICU setting - At least 3 immunocompromised patients, for two different reasons (HIV/AIDS, neutropenia, SOT recipient, HSCT recipient, biologics/DMARDS, inborn error of immunity, asplenia, cancer/systemic therapy) - At least 1 patient with a complex ARO - At least 2 patients with FUO/non-infectious mimic - At least 1 patient with a suspected congenital infection - At least 1 travel-related illness
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-medical
- inpatient-surgical
- NICU
- PICU
Feature
- ARO
- asplenia
- biologics/DMARDS
- cancer/systemic therapy
- complication of substance use
- FUO/non-infectious mimic
- HIV/AIDS
- HSCT recipient
- inborn error of immunity
- neutropenia
- pregnancy or the post-partum period
- SOT recipient
- suspected congenital infection
- travel-related illness
- other
Medical Expert
- ME 1.4 Perform a clinical assessment that addresses all relevant issues
- ME 2.2 Select and/or interpret investigations
- ME 2.2 Formulate a differential and most likely diagnosis
- ME 2.2 Integrate information that may impact the diagnosis or outcome
- ME 2.4 Develop a management plan
- ME 4.1 Develop a plan for follow-up, as needed
- ME 1.3 Apply knowledge of the principles of antimicrobial stewardship
- ME 2.2 Focus the clinical encounter performing it in a time-effective manner
Collaborator
- COL 1.3 Work effectively with the other health care professionals involved in the patient’s care
Leader
- L 2.1 Consider costs and resource availability when selecting treatment options
Scholar
- S 3.4 Integrate best evidence and clinical expertise into decision-making
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-2P
Providing ongoing care for inpatients with a complex and/or chronic infectious disease
Key features and assessment plan
- This EPA includes reassessment of the patient to evaluate changes in their clinical condition, interpret results of new investigations, assess response to therapy, and identify any complications and side effects. - It also includes recognizing the need to tailor therapy and formulate a plan for ongoing monitoring, follow-up, and completion of treatment as an inpatient or outpatient. - This may include liaising with the referring physician, microbiology, public health, and other specialty services as appropriate.
Case review by supervisor, TTP resident, or ID pharmacist Use Form 1. Form collects information on - Issue: modify therapy based on incoming data and clinical response; manage complication or toxicity of therapy; sign-off or transfer of care with follow up as appropriate Collect 12 observations of achievement - At least 6 of modifying therapy based on incoming data and clinical response - At least 2 of managing complications or toxicity of therapy - At least 4 sign-off or transfer of care with follow-up as appropriate - At least 3 different observers
Suggested observations: 12
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
Issue
- modify therapy based on incoming data and clinical response
- manage complication or toxicity of therapy
- sign-off or transfer of care with follow up as appropriate
Medical Expert
- ME 2.2 Gather clinical information to affirm the diagnosis and assess response to therapy, possible complications, and evolution of the clinical course
- ME 2.2 Select and/or interpret investigations
- ME 2.4 Adapt the management plan, as needed
- ME 4.1 Provide recommendations for discharge and/or follow-up
Collaborator
- COL 1.3 Integrate the patient’s perspective and context into the care plan
- COL 1.2 Work effectively with the relevant health care providers
Health Advocate
- HA 1.2 Work with the patient and/or family to increase their understanding of their illness and health care needs
Scholar
- S 3.4 Integrate best evidence and clinical expertise into decision-making
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-3P
Providing consultation and ongoing care in the outpatient setting
Key features and assessment plan
- This EPA focuses on providing care in the outpatient setting, including initial consultation and/or ongoing management. - This includes assessment of the patient’s condition and development of or reassessment of the treatment plan which may include surveillance for complications of the infection or its treatment, monitoring of therapy and response to therapy, and plans for follow-up. - It also includes addressing patient/family concerns and providing education, applying knowledge of resources in the outpatient setting, and helping patients/families access those resources when needed. - This EPA includes approaching patients with an attitude of inclusion, respect for diversity and cultural humility and advocating with patients experiencing stigmatization and/or complex social situations, such as barriers to accessing care or guardianship/substitute decision maker issues. - This EPA may be observed in a variety of clinics such as general ID, outpatient antibiotic therapy, specific infections (TB, etc.).
Case review by supervisor Use Form 1. Form collects information on - Type of visit: new consult; follow-up - Presentation: congenital infection; MRSA decolonization; HIV; post-infectious syndrome; recurrent infections; TB; undiagnosed signs/symptoms; other - Immunodeficiency workup initiated: no; yes - Social complexity: no; yes Collect 12 observations of achievement - A mixture of new consults and follow-up visits - A variety of presentations - At least 1 patient with a congenital infection - At least 1 patient with HIV infection - At least 1 patient with TB infection - At least 1 where an immunodeficiency workup was initiated - At least 1 case with social complexity
Suggested observations: 12
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Type of visit
- new consult
- follow-up
Presentation
- congenital infection
- MRSA decolonization
- HIV
- post-infectious syndrome
- recurrent infections
- TB
- undiagnosed signs/symptoms
- other
Immunodeficiency workup initiated
- no
- yes
Social complexity
- no
- yes
Medical Expert
- ME 1.4 Perform a clinical assessment that addresses all relevant issues
- ME 2.2 Select and/or interpret investigations
- ME 2.2 Integrate information that may impact the diagnosis or outcome
- ME 2.4 Develop a management plan
- ME 4.1 Develop a plan for follow-up, as needed
Collaborator
- COL 1.3 Work effectively with the other health care professionals involved in the patient’s care
Leader
- L 2.1 Consider costs and resource availability when selecting treatment options
Health Advocate
- HA 1.1 Facilitate access to needed health services and resources
- HA 1.2 Work with the patient and/or family to increase their understanding of their illness and health care needs
Scholar
- S 3.4 Integrate best evidence and clinical expertise into decision-making
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-4P
Providing immunization and/or prophylaxis consultations
Key features and assessment plan
- This includes performing a clinical assessment and providing counselling, guidance, and preventive care. - Examples include pre- or post-splenectomy, pre-travel, and vaccine recommendations; counselling in the context of vaccine hesitancy; pre- and post- exposure prophylaxis (immune or chemoprophylaxis); and harm reduction consultations. - The observation of this EPA includes at least one observation of counselling for vaccine hesitancy; this may be observed in a simulation encounter if clinical opportunities are not able to be provided.
Case review with supervisor Use Form 1. Form collects information on - Presentation: immunosuppression, transplant, or splenectomy (pre or post); infant of mother living with HIV; pre-exposure prophylaxis/harm reduction; pre-travel counselling; post-exposure prophylaxis; vaccine hesitancy counselling - Direct observation of counselling: no; yes Collect 5 observations of achievement - At least 1 immunosuppression, transplant, or splenectomy presentation - At least 3 of any of the other presentations - At least 1 direct observation of vaccine hesitancy counselling - At least 2 different observers
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
Presentation
- immunosuppression, transplant, or splenectomy (pre or post)
- infant of mother living with HIV
- pre-exposure prophylaxis/harm reduction
- pre-travel counselling
- post-exposure prophylaxis
- vaccine hesitancy counselling
Direct observation of counselling
- no
- yes
Medical Expert
- ME 2.2 Assess the patient’s risk for acquiring infectious disease
- ME 2.4 Provide recommendations for immunization, chemoprophylaxis, and/or harm reduction
Communicator
- COM 1.3 Elicit the patient’s and/or family’s beliefs, concerns, and expectations for the clinical encounter
- COM 3.1 Use plain language and avoid medical jargon
- COM 4.3 Solicit and answer questions from the patient and/or family
- COM 1.1 Respect patient autonomy, privacy, and confidentiality
Health Advocate
- HA 1.2 Provide educational resources and facilitate access to services for the patient and/or family
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-5P
Providing infection control consultations
Key features and assessment plan
- This EPA focuses on providing consultation regarding an infection control question posed by infection control practitioners or other health care professionals. - This includes gathering and/or reviewing clinical information about the request and synthesizing clinical data with results of investigations to develop an understanding of the clinical question and make recommendations about infection control procedures and case and contact management as relevant. - This EPA may be completed during the IPAC rotation. - This EPA may be observed in simulation.
Direct observation or case review by supervisor or IPAC practitioner (if delegation deemed appropriate by the rotation supervisor) Use Form 1. Form collects information on: - Case mix (select all that apply): airborne pathogen; antimicrobial resistant organism; blood borne; decontamination/sterilization issue; emerging/re-emerging pathogen; gastrointestinal; pathogen of public health importance; respiratory virus; other - Simulation: no; yes Collect 3 observations of achievement - A variety of the case mix - No more than 1 in simulation
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
Case mix
- airborne pathogen
- antimicrobial resistant organism
- blood borne
- decontamination/sterilization issue
- emerging/re-emerging pathogen
- gastrointestinal
- pathogen of public health importance
- respiratory virus
- other
Simulation
- no
- yes
Medical Expert
- ME 2.2 Gather and review clinical information related to the reason for IPAC consultation
- ME 3.3 Liaise with the clinical microbiology lab to determine if advanced diagnostic testing is required
- ME 2.4 Provide recommendations about infection control procedures, surveillance testing of potential contacts, and/or prophylaxis, as relevant
Collaborator
- COL 1.3 Communicate effectively with physicians and other health care professionals
Professional
- P 3.1 Describe and adhere to requirements for mandatory reporting
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-6P
Performing antimicrobial stewardship audit and feedback
Key features and assessment plan
- This EPA focuses on applying the principles of antimicrobial stewardship. - This includes efficiently gathering information needed to determine the appropriateness of an antimicrobial regimen, deciding if the case warrants a formal infectious diseases consult, providing oral and/or written recommendations, and working effectively with the most responsible clinical team. - The observation of this EPA is based on a stewardship round (in any setting) or a review of antimicrobial usage over a specific unit of time or in a specific clinical setting.
Direct observation and review of documentation with supervisor, pharmacist, or TTP resident 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 Gather and review clinical information related to the AMS audit
- ME 2.4 Provide recommendations for antimicrobial treatment, including dosing, duration, tailoring and monitoring of antimicrobial therapy, as necessary
Collaborator
- COL 1.3 Communicate effectively with physicians and other health care professionals
Leader
- L 2.2 Identify appropriateness for antimicrobial stewardship interventions and recognize when clinical consultation is required
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-7P
Documenting clinical encounters
Key features and assessment plan
- This EPA focuses on the application of written communication skills in a variety of formats, such as consultations and progress notes. - This includes a synthesis of the pertinent clinical findings, investigations, and management plan, as well as clear articulation of the rationale for the treatment plan and education around pertinent issues, including concepts of antimicrobial stewardship, microbiology, and pharmacology. - 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.
Review of clinical documentation by supervisor Use Form 1. Form collects information on: - Document: inpatient consultation; inpatient progress note; outpatient consultation; outpatient progress note; sign-off, discharge, or transfer note Collect 5 observations of achievement - At least 3 different types of documents - At least 2 different observers
Suggested observations: 5
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Document
- inpatient consultation
- inpatient progress note
- outpatient consultation
- outpatient progress note
- sign-off, discharge, or transfer note
Communicator
- COM 5.1 Organize information in appropriate sections
- COM 5.1 Document all relevant findings and investigations in an organized, concise, and legible manner
- 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 2.1 Convey information thoughtfully and respectfully
Scholar
- S 3.4 Integrate best evidence and clinical expertise into decision-making
- S 1.3 Provide teaching points, as needed, to improve quality of care
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-8P
Leading discussions with patients, families and/or other health care professionals in challenging scenarios
Key features and assessment plan
- This EPA focuses on the application of advanced communication and/or conflict resolution skills to address difficult situations that involve patients, families, and/or members of the health care team. - Examples include informing a patient/family about a serious diagnosis or prognosis; explaining a complex management plan; disclosing an adverse event or unexpected complication; addressing confrontational behaviour with a patient or family; dealing with a patient or family complaint; and difference of opinion with another care provider.
Direct observation by supervisor, which may include input from the patient, family, and/or other members of the health care team Use Form 1. Form collects information on: - Issue related to: patient/family; team/other health professionals; other - Scenario (write in): Collect 3 observations of achievement - At least 1 issue related to a patient/family - At least 1 issue related to the team/other health professionals - A variety of scenarios - At least 2 different observers
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
Issue related to
- patient/family
- team/other health professionals
- other
Medical Expert
- ME 2.1 Ascertain participants’ understanding of the situation and the reason for the encounter
Communicator
- COM 1.2 Optimize the physical environment to suit the nature of the situation (e.g., privacy, safety)
- COM 1.4 Respond to patients' non-verbal communication and use appropriate non-verbal behaviours to enhance communication
- COM 1.5 Recognize when strong emotions (such as anger, fear, anxiety, or sadness) are impacting an interaction and respond appropriately
- COM 3.1 Share information and explanations that are clear and accurate while checking for understanding
- COM 4.1 Communicate in a manner that is respectful, non-judgmental, and culturally aware
Collaborator
- COL 2.2 Manage differences and resolve conflicts
Professional
- P 1.1 Intervene when behaviours toward colleagues and/or learners undermine a respectful environment
- P 4.1 Apply strategies to mitigate the personal impact of challenging encounters
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-9P
Delivering teaching to a variety of audiences, including peers, junior trainees, and/or other health profes…
Key features and assessment plan
- This EPA focuses on formal and informal teaching presentations to diverse audiences such as patients, families, junior and senior learners, and other health professionals. - This includes aligning the material and language to the needs of the audience and demonstrating effective presentation skills. - In clinical settings, it includes maintaining a respectful and positive learning environment for both learners and patients when learners are involved in their care.
Direct observation by supervisor, which may include input from the learners/audience; or collated feedback from the learners/audience Use Form 1. Form collects information on: - Teaching activity: academic half-day; bedside teaching; clinical rounds; journal club; other formal rounds; other - Audience (select all that apply): ID residents; junior resident/medical students; staff physicians; other health care professionals; patients and/or families; public Collect 4 observations of achievement - At least 3 different activities - At least 1 formal rounds - At least 2 different observers
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
Teaching activity
- academic half-day
- bedside teaching
- clinical rounds
- journal club
- other formal rounds
- other
Audience
- ID residents
- junior resident/medical students
- staff physicians
- other health care professionals
- patients and/or families
- public
Scholar
- S 2.4 Develop learning objectives for a teaching activity adapting to the audience and setting
- S 3.4 Integrate best evidence and clinical expertise
- S 2.4 Present the information in a clear and organized manner
- S 2.4 Use audiovisual aids and/or teaching tools effectively
- S 2.4 Provide adequate time for questions and discussion
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
C-10P
Running a clinic
Key features and assessment plan
- This EPA focuses on the learner’s ability to function effectively in the outpatient setting, including balancing the clinic load while making appropriate clinical decisions, managing time appropriately, and working effectively with other health professionals. - The observation of this EPA is based on at least a half day of clinic.
Direct and/or indirect observation by supervisor, with input from nurses and other staff in the clinic Use Form 1. Form collects information on: - Type of clinic: general ID; longitudinal; OPAT; specialized ID; other - Setting: hospital; community 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
Type of clinic
- general ID
- longitudinal
- OPAT
- specialized ID
- other
Setting
- hospital
- community
Medical Expert
- ME 2.2 Select investigations, as needed, demonstrating awareness of availability and access in the outpatient setting
- ME 2.4 Formulate management plans that are suitable for implementation in the outpatient setting
Collaborator
- COL 1.2 Work effectively with outpatient clinic staff
- COL 1.3 Address the questions and concerns of the referring/primary care health care provider
Leader
- L 4.1 Manage time effectively to maintain clinic flow
Scholar
- S 3.4 Integrate best evidence and clinical expertise into decision-making
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-1P
Managing an inpatient consultation service
Key features and assessment plan
- This EPA includes all aspects of leading a consultation service, including triaging referrals, delegating to and organizing the work of junior members of the team, providing consultation and follow-up care, working effectively with referring physicians, and making decisions for patient care. - The observation of this EPA is based on a period of at least one week.
Direct and indirect observation by supervisor Use Form 1. Collect 3 observations of achievement - At least 2 different observers
Suggested observations: 3
Entrustment (how much supervision did this activity need?)
- I had to do
- I had to talk them through
- I needed to prompt
- I needed to be there just in case
- I didn’t need to be there
Medical Expert
- ME 1.1 Demonstrate responsibility and accountability for patient care within the boundaries and expectations of the consultant role
- ME 1.5 Prioritize patients based on the urgency of the clinical issue
- ME 2.4 Establish management plans that consider all relevant aspects of the patient’s care
Collaborator
- COL 1.3 Communicate effectively with the most responsible team and other services as required
- COL 2.2 Work effectively with other health care professionals when there are differences in opinion and/or recommendations
Leader
- L 4.1 Manage time and prioritize tasks
- L 4.1 Integrate supervisory and teaching responsibilities into the overall management of the clinical service
- L 4.2 Run the service efficiently, safely, and effectively
Scholar
- S 3.4 Integrate best evidence and clinical expertise into decision-making
Professional
- P 1.1 Behave in a professional manner
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
TTP-2P
Managing an outpatient practice
Key features and assessment plan
- This includes medical care decisions and follow-up on investigations, preparing appropriately for clinic, providing all relevant aspects of care at and between patient visits, rescheduling if tests are incomplete or patient does not attend, and working effectively with the other health care professionals. - It also includes appropriate accessibility in between clinic visits and arranging for coverage by another physician while away. - This EPA should be observed in general ID clinic and/or longitudinal resident clinic. - The observation of this EPA is based on the resident’s performance over a month or more, with observations documented at intervals of at least one month (i.e., not based on a single clinic, but rather on the resident performance over time).
Direct and indirect observation by supervisor(s), which may include input from nurse, clinic manager, administration staff, patients and/or families Use Form 1. Collect at least 3 observations at intervals of at least one month; with at least 1 observation of achievement
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 1.1 Demonstrate responsibility and accountability for patient care, acting in the role of most responsible physician
- ME 1.5 Triage consultation requests based on clinical question
- ME 2.4 Establish management plans that consider all relevant aspects of the patient’s care
Communicator
- COM 5.1 Complete clinical documentation in a timely manner
Collaborator
- COL 1.2 Work effectively with outpatient clinic staff
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 into decision-making
Professional
- P 1.1 Respond punctually to requests from patients or other health care professionals
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.
TTP-3P
Providing telephone consultation and advice to health care providers
Key features and assessment plan
- This EPA focuses on providing appropriate and timely advice about management and/or patient disposition as well as recognizing conditions that can be managed remotely (by telephone, video or virtual) versus those that require in-person assessment. - It also includes keeping appropriate documentation of the interaction and guidance provided; it may include billing for the encounter. - This EPA includes responding to unscheduled calls from physicians and other health care professionals within the same institution and from outside hospital or clinical settings.
Direct observation or case review and review of clinical documentation by supervisor Use Form 1. Form collects information on - Source: health care worker at same institution; health care worker from an outside hospital or clinic setting Collect 2 observations of achievement - At least 1 from an outside setting
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
Source
- health care worker at same institution
- health care worker from an outside hospital or clinic setting
Medical Expert
- ME 2.1 Determine the purpose and reason of the call
- ME 2.2 Integrate information to determine the patient’s clinical status, suspected clinical syndrome or diagnosis, and health care needs
- ME 2.1 Identify clinical emergencies and prioritize response
- ME 2.4 Determine the setting of care appropriate for the patient’s health needs
- ME 4.1 Provide recommendations or clarifications about investigations and/or treatment
- ME 2.4 Provide anticipatory guidance for management of changes in the patient’s clinical status
Communicator
- COM 2.3 Gather relevant demographics of the patient and contact information of the health care professional
- COM 2.3 Gather relevant clinical information from the health care professional
- COM 5.1 Document advice provided by telephone to other health care providers
Collaborator
- COL 1.3 Communicate effectively with physicians and other health care professionals
Leader
- L 2.1 Apply knowledge of the health care resources available in other care settings
Case description
Feedback provided
Next steps
Copyright © 2023 The Royal College of Physicians and Surgeons of Canada. Referenced and produced with permission.