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1
Entrustable Professional Activities (EPAs)
Arnuparp LekhakulaM.D., M.S., MRCP, FACPFaculty of Medicine
Prince of Songkla University
Current Assessment SystemWhat are some limitations of current assessment systems?
Core competencies and sub‐competencies: long checklists of behavioral descriptors
Relies on traditional but limited assessment methods – knowledge exams, ward evaluations
Not a holistic summative view of the trainee
2
What is the goal with assessment?
Integrated, longitudinal, learner‐centered assessment system
Promote skill acquisition in multiple domains concurrently
Assess what learners actually do in practice
Be able to conclude: this is a trustworthy trainee
Assessment Assessing competencies becomes central
Create assessments that reflects as closely as possible real life as professional
MCQs are often not sufficient to evaluate skills, attitudes, and behaviors
Workplace‐based assessment
Formative assessment mandatory
3
Not observed
No assessment of competencies
No feed‐back
Problems of Workplace Training
Definitions Competency
Milestone
Entrustable professional activity (EPA)
4
CompetencyAn observable ability integrating multiple components such as knowledge, skills, values and attitudes. They can be measured and assessed to ensure their acquisition.
Does the job
Learner-centered paradigm
what trainee can actually DO at the end of
LEARNING experiences/activities …
5
Competency• Relevant to the practice• Related to an actual task in the field –
contextualised• Driven by professional practice and
values• Defines a level of ability for an
observable outcome
Knows
Knows how
Knows
Knows how
Shows how
Does
Pro
fess
iona
l aut
hent
icity
CLIMBING THE PYRAMID
In real situation orcontextualized
Competence
Performance
6
Competency-Based Medical Education (CBME)
Philosophy Better, broader description of the physician
From assuming to assessing competence
Only graduate physicians meeting standards
Based on competence, not just time in training
Practice Detailed description of competencies
Struggle with teaching and assessment
Implications of CBME• Competency outcomes drive
curriculum
• Curriculum does NOT drive outcomes
• Fundamental shift from teacher‐centered to learner‐centered orientation
7
Implications of CBME• Instruction is developed around stated
competencies that can be observed and measured
• Learning is measured according to how well the learner performs in relation to competencies
• Learning constant, time variable• Criterion‐based
Competencies of Residents in IM
Patient careMedical knowledge and skills
Practice‐based learning and improvement Interpersonal and communication skills Professionalism System‐based practice
8
Patient Careก. มีทักษะในการซักประวัติ ตรวจรางกายผูปวย
ทําหัตถการ และการรวบรวมขอมูลข. วินิจฉัย บําบัดรักษาภาวะผิดปกติทาง
อายุรศาสตรท่ีพบพบโดยท่ัวไปในประเทศไทยได
ค. บันทึกรายงานผูปวยไดอยางสมบูรณและสมํ่าเสมอ
ง. ปองกันโรคและสรางเสริมสุขภาพ
Medical Knowledge and Skills
ก. เขาใจวิทยาศาสตรการแพทยพื้นฐานของรางกายและจิตใจ
ข. มีความรูความสามารถในวิชาชีพและเช่ียวชาญในสาขาอายุรศาสตร
9
Practice-Based Learning and Improvement
ก. มีความคิดสรางสรรคตามหลักวิทยาศาสตรในการสรางความรูใหม และพัฒนาระบบบริการสุขภาพ
ข. ดําเนินการวิจัยทางการแพทยและสาธารณสุขได
ค. เรียนรูและเพิ่มประสบการณไดดวยตนเองจากการปฏิบัติ
Interpersonal and Communication Skills
ก. นําเสนอขอมูลผูปวย และอภิปรายปญหาอยางมีประสิทธิภาพ
ข. ถายทอดความรูและทักษะใหแกแพทย นักศึกษาแพทย และบุคลากรทางการแพทย
ค. สื่อสารใหขอมูลแกญาติและผูปวยไดอยางถูกตองและมีประสิทธิภาพโดยมีเมตตา เคารพการตัดสนิใจและศักดิ์ศรีของความเปนมนุษย
ง. มีมนุษยสัมพันธดี ทํางานกับผูรวมงานทุกระดบัอยางมีประสิทธิภาพ
จ. เปนท่ีปรึกษาและใหคาํแนะนําแกแพทยและบคุลากรอื่น โดยเฉพาะทางอายรุศาสตร
10
Professionalismก. มีคุณธรรม จริยธรรม และเจตคติอันดีตอผูปวย
ญาติ ผูรวมงาน เพื่อรวมวิชาชีพ และชุมชนข. มีความสนใจใฝรู และสามารถพัฒนาไปสูความ
เปนผูเรียนรูตอเนื่องตลอดชีวิต (Continuous Professional Development)
ค. มีความรับผิดชอบตองานท่ีไดรับมอบหมายง. คํานึงถึงผลประโยชนสวนรวม
System-Based Practiceก. มีความรูความเขาใจเกี่ยวกับระบบสุขภาพและ
ระบบยาของประเทศ ข. มีความรูและมีสวนรวมในระบบพัฒนาคุณภาพ
การดูแลรักษาผูปวยค. มีความรูความเขาใจในเรื่องความปลอดภัยของ
ผูปวยง. มีความรูความเขาใจในเรื่องสิทธิของผูปวยจ. มีความรูความเขาใจในเรื่องการใชทรัพยากร
สุขภาพอยางเหมาะสม (Cost Consciousness Medicine) สามารถปรับเปลี่ยนการรักษาดูแลผูปวยใหเขากับบริบทของการบริการสาธารณสุขไดตามมาตรฐานวิชาชีพ
11
Milestones• Developmental roadmap for the competencies and subcompetencies
• Observable developmental steps moving residents from novices to experts/masters
• A behavioral descriptor that marks a level of performance for a given competency
first day
final day
fromlearningcompetentperson
achievement of student…
Development
beginner
what we want to “CHANGE”…
12
Example:Patient Care Domain
Make informed diagnostic and therapeutic decisions that result in optimal clinical judgment
13
14
What criteria would you use to select your doctor?
Passed all tests and exams?
Grades and scores?
Years of training?
Follows protocols and guidelines?
Trust that s/he will manage a case in the best possible way?
15
Can you trust the learner to function independently?
Entrustable professional Activity (EPA)
Units of professional practice, defined as tasks or responsibilities that trainees are entrusted to perform unsupervised once they have attained sufficient specific competence. EPAs are, therefore, suitable for entrustment decisions.
16
EPA
“Patients’ and instructors’ … entrustment of responsibility to a trainee is an essential concept in this approach…”
31
ten Cate et al. Acad Med 2007; 82: 542-47
EPA Define important clinical activities
Part of essential work for a qualified professional
Requires specific knowledge, skill, attitude
Acquired through training
Link to competencies / milestones
Reflect one or more competencies to be acquired
17
EPA Leads to recognized outcome
Observable and measureable, leading to a conclusion
Include professional judgment of competence by clinicians
Make “decisions of entrustment” for “entrustable” activities
EPA’s together constitute the core of the profession
ten Cate et al. Acad Med 2007; 82: 542-4733
EPAs Entrustable: acts that require trust –by colleagues, patients, public
Professional: confined to occupations with extra‐ordinary qualification and right
Activities: tasks that must be done
EPAs ground competencies in daily practice
ten Cate et al. Acad Med 2007; 82: 542-4734
18
EPAsDomains ofCompetency Milestones
Competencies versus EPAs
person-descriptors
knowledge, skills,attitudes, values
• content expertise• collaboration ability• communication ability• management ability• professional attitude• scholarly approach
work-descriptors
essential parts of professional practice
• discharge patient• counsel patient• lead family meeting• design treatment plan• perform paracentesis• resuscitate if needed
Competencies EPAs
19
Competencies vs EPAs• Competencies – qualities of individuals• EPAs – units of work / tasks that must be
done• One can possess competencies, one
cannot possess EPAs
20
The Matrix:EPAs require multiple competencies
EPA1 EPA2 EPA3 EPA4 EPA5
Competency1 ++ ++ + ++
Competency2 + + ++
Competency3 + ++ +
Competency4 + ++ ++
Competency5 + ++ +
Competency6 + + + ++
Core EPAs for Entering Residency: AAMC
EPA 1: Gather a history and perform a physical examination
EPA 2: Prioritize a differential diagnosis following a clinical encounter
EPA 3: Recommend and interpret common diagnostic and screening tests
EPA 4: Enter and discuss orders and prescriptions
21
Core EPAs for Entering Residency: AAMC
EPA 5: Document a clinical encounter in the patient record
EPA 6: Provide an oral presentation of a clinical encounter
EPA 7: Form clinical questions and retrieve evidence to advance patient care
EPA 8: Give or receive a patient handover to transition care responsibility
Core EPAs for Entering Residency: AAMC
EPA 9: Collaborate as a member of an interprofessional team
EPA 10: Recognize a patient requiring urgent or emergent care and initiate evaluation and management
EPA 11: Obtain informed consent for tests and/or procedures
22
Core EPAs for Entering Residency: AAMC
EPA 12: Perform general procedures of a physician
EPA 13: Identify system failures and contribute to a culture of safety and improvement
EPAs of IM ResidencyEPA 1: Manage care of medical patients in the
ambulatory setting
EPA 2: Manage care of medical patients in the in‐patient setting
EPA 3: Manage care of medical patients in the emergency setting
EPA 4: Manage care of medical patients in the intensive/critically care setting
23
EPAs of IM ResidencyEPA 5: Providing age‐appropriate screening
and preventive care
EPA 6: Providing general internal medicine consultation to non‐medical specialties
EPA 7: Providing palliative care
EPA 8: Demonstrating lifelong personal learning activities
EPAs of IM ResidencyEPA 9: Practicing patient safety
EPA 10: Working with interprofessional health care teams
24
Implementation of EPAs1. The level of ‘entrustability’
2. The assessment
3. The training of faculties
Milestones EPA 5: Provide age-appropriate screening and preventive care
Yr 1 Yr 2 Yr 3การดแูลรกัษาผูปวย (Patient care)ก. มีทักษะในการซกัประวตั ิตรวจรางกายผูปวย ทําหตัถการ
และการรวบรวมขอมลู
ข. วินิจฉยั บําบดัรกัษาภาวะผดิปกตทิางอายรุศาสตรทีพ่บโดยทัว่ไปในประเทศไทยได
ค. บันทกึรายงานผูปวยไดอยางสมบรูณและสม่าํเสมอง. ปองกนัโรคและสรางเสรมิสขุภาพ
ความรู ความเชีย่วชาญ และความสามารถในการนาํไปใชแกปญหาและสงัคมรอบดาน (Medical knowledge and skills)ก. เขาใจวทิยาศาสตรการแพทยพืน้ฐานของรางกายและจติใจ
ข. มีความรูความสามารถในวชิาชพีและเชีย่วชาญในสาขาอายรุศาสตร
25
Milestones EPA 5Yr 1 Yr 2 Yr 3
การเรยีนรูจากการปฏบิตั ิ(Practice-based learning) ก. ดําเนนิการวจิยัทางการแพทยและสาธารณสขุไดข. การใชยาและทรพัยากรอยางสมเหตผุล ค. เรียนรูและเพิม่ประสบการณไดดวยตนเองจากการปฏบิตัิ ทักษะปฏสิมัพนัธ และการสือ่สาร (Interpersonal and communication skills)ก. นําเสนอขอมลูผูปวย และอภปิรายปญหาอยางมปีระสทิธภิาพข. ถายทอดความรูและทกัษะใหแกแพทย นักศกึษาแพทย และ
บุคลากรทางการแพทย
ค. สื่อสารใหขอมลูแกญาตแิละผูปวยไดอยางถกูตองและมีประสทิธภิาพโดยมเีมตตา เคารพการตดัสนิใจและศกัดิศ์รีของความเปนมนษุย
ง. มีมนษุยสมัพนัธด ีทํางานกบัผูรวมงานทกุระดบัอยางมีประสทิธภิาพ
จ. เปนทีป่รกึษาและใหคาํแนะนาํแกแพทยและบคุลากรอืน่ โดยเฉพาะทางอายรศุาสตร
Milestones EPA 5Yr 1 Yr 2 Yr 3
ความเปนวชิาชพี (Professionalism)ก. มีคุณธรรม จริยธรรม และเจตคตอินัดตีอผูปวย ญาต ิ
ผูรวมงาน เพื่อนรวมวชิาชพี และชมุชน
ข. มีความสนใจใฝรู และสามารถพฒันาไปสูความเปนผูเรยีนรูตอเนือ่งตลอดชวีติ
ค. มีความรบัผดิชอบตองานทีไ่ดรบัมอบหมายง. คํานงึถงึผลประโยชนสวนรวม การปฏบิตังิานใหเขากบัระบบ (System-based practice)ก. มีความรูเกีย่วกบัระบบสขุภาพและระบบยาของประเทศ ข. มีความรู และมสีวนรวมในระบบพฒันาคณุภาพการดแูลรกัษา
ผูปวย
ค. มีความรูความเขาใจเรือ่งความปลอดภยัของผูปวย ง. มีความรูความเขาใจเกีย่วกบัสทิธขิองผูปวย จ. ใชทรพัยากรสขุภาพอยางเหมาะสม และสามารถปรบัเปลีย่น
การดแูลรกัษาผูปวยใหเขากบับรบิทของการบรกิารสาธารณสขุไดตามมาตรฐานวชิาชพี
26
Entrustment in Residency Training
Attending physicians assess a multi‐dimensional construct of “trustworthiness” when deciding a level of supervision
Entrustment implies a level of competence
Kennedy, et. al.Acad Med 2008; 83(10 Suppl): S89-92
51
When is “competence” reached?When do you trust the trainee?When a professional activity is mastered
• on a threshold level
• that permits unsupervised practice
• and full entrustment
It happens all the time: when trainees work without direct supervision
27
Entrustment:Recognizing abilities + Right +
Duty to act Assessment of learners in regular education focuses on evaluation of abilities with no consequence other than individual progress
Entrustment of learners combines the evaluation of abilities with the permission to act and readiness to be scheduled for service
The Trust Concept in EPA-based Assessment
Trusting someone is making yourself vunerable
Calculated risk the adverse events are managable
Entrustment decisions require the adaptive competence to cope with unfamiliar situations
28
Milestones + EPAsBoth are Critical for AssessmentCompetencies & Milestones: A Granular Approach (Telephoto)
• Assess how well a trainee can accomplish some small part of a professional activity
EPAs: A Holistic Approach (Panoramic)
• Integrate competencies within a clinical context and assess clusters of behavioursthat allow one to carry out a professional activity
What do humans value others who they must trust? Ability – Competence
Integrity – Honesty/truthfulness, benevolence
Reliability – Conscientious and consistent behavior
Humility – Discernment of limitations + willingness to ask for help
29
Level of supervision Level 1: Not allowed to practice the EPA
Level 2: Practice with full supervision
Level 3: Practice with supervision on demand
Level 4: “Unsupervised” practice allowed
Level 5: Supervision task may be given
LEVEL OF SUPERVISION
Level of supervision Level 1: Not allowed to practice the EPA
Observe only
Level 2: Practice with full (direct) supervision
a. coactivity with supervisor
b. supervisor in room
LEVEL OF SUPERVISION
30
Level of supervision Level 3: Practice with supervision on demand
(indirect supervision)
a. supervisor in ward, all findings/decisions
double check
b. supervisor in ward, key findings/decisions
double check
c. supervisor in the house/key findings
decisions double check
LEVEL OF SUPERVISION
Level of supervision
Level 4: “Unsupervised” practice alloweda. supervisor not in the house/key findings
decisions review
b. independent practice
Level 5: Supervision task may be given
LEVEL OF SUPERVISION
31
EPA Description1. Title
2. Specification
3. Context
4. Domains of competence
5. Required experience, knowledge, skills, attitude, and behavior for entrustment
EPA Description
6. Assessment information source to assess progress and ground a summative entrustment decision
7. Entrustment for which level of supervision is to be reached at which stage of training?
32
ExampleTitle of the EPA Working with interprofessional health care teams
Specifications 1. Understands roles and responsibilities as a leader of health care teams
2. Understands roles of other professions to appropriately assess and address the health care needs of the patients and populations served and how the team works together to provide care
3. Works with individual of professions to maintain a climate of mutual respect and share values
4. Communicates with patients, families and other health professions in a responsive manner to support a team approach to maintenance of health and the treatment of disease
5. Listens actively, and encourages ideas and opinions of other team members
6. Applies relationship‐building values and the principle of team dynamics to perform effectively in different team roles to plan and deliver patient‐centered care
7. Applies leadership practices that support collaborative practice and team effectiveness
ExampleContext Ambulatory setting, emergency room, in‐
patient wardDomains of competence
Knowledge and skills/Practice‐based learning/Interpersonal and communication skills/ Professionalism/System‐based learning
Required experience, knowledge, skills, attitude, and behavior for entrustment
Knowledge: Principles of team dynamics and interpersonal communication Skills: Communication, consultation, active listening, management, working practice with other health professions, leadershipAttitude and behavior: Mutual respect, shared values, recognize one’s limitationsExperience: Demonstrate experience in leading the health care team during primary physician or chief ward rotation within 3 years of training
33
ExampleAssessment informationsource to assess progress and ground a summative entrustment decision
Direct observation Mini‐Peer Assessment Team / Multisource feedback (MSF)Self evaluation – E portfolio
Entrustment for which level of supervision is to be reached at which stage of training?
- Execution with reactive supervision (on
request) by the end of first year – level 3 (2
inpatient ward rotation)
- Unsupervised at the end of third year –
level 4 (2 chief ward rotation)
Competency-Based Assessment Requirement
In CBME, certification, diploma should not be granted primarily because of completion of rotation and training
An EPA‐based CBME program focuses on gradual but deliberate increased of clinical responsibilities for separate units of practice
34
Competency-Based Assessment Requirement
That can only be done if entrustment decisions for transfer of EPA responsibilities are valid.
Validity of entrustment decisions can be supported by multiple sources of information, and by sharing the decision among multiple clinicians.
Competency-Based Assessment Requirement
Remember: summative entrustment decisions to decrease default supervision are serious, formal decisions with consequences.
35
Moving from Just Assessment of Ability to Entrustment Decision-Making
Traditional psychometrics do not work well in the workplace
Variance caused by raters and context is larger than variance caused by trainee qualities
Worsen by lack of supervision, fragmented care, short patient stays, little observation
A move from traditional assessment to entrustment decisions for EPAs may increase validity
36
Modes of TrustPresumptive trust
Prior credentials withoutobservation
Guides ad‐hoc entrustment decision
Initial trust First impression
Grounded trust More or less systematic data collection
Guides summative entrustment decision
Entrustment Decisions: Two Modes
Ad‐hoc entrustment decisions:Happen every day; situationally determined;based on presumptive trust and initial trust.Formative nature.Assessment retrospectively
Summative entrustment decisions:Serve as certification/ license to act.Summative nature; based on grounded trust. Assessment with prospective purposes
37
Factors Determining an Entrustment Decision (ED)
Trainee factors (‘trustworthiness – ability, integrity, reliability and humility)
Supervisor factors (‘propensity to trust’ and acquaintance with learner)
Perceived benefits (educational & contextual)
Perceived risks (for patients, self)
ED = ƒ T*S*benefitsrisks
38
Training Deliberate professional practice
EPA1EPA4
EPA2EPA3
EPA5
Competence
Threshold
Justified entrustment decisions
Sample Competency Curve
Summative Entrustment DecisionsEPA PGY1 PGY2 PGY3
EPA1 1 2 2 2 3 4EPA2 1 1 2 2 3 4EPA3 2 2 3 4 4 5EPA4 1 2 2 3 4 4EPAx 2 3 4 4 4 5
39
Information Sources to Support Summative Entrustment Decisions1. [Prior credentials
2. Knowledge and skill tests]
3. Short practice observation
4. Case‐based/entrustment‐based discussion
5. Longitudinal practice observations
6. Product evaluation
7. [Self‐report]
Short Practice Observation Direct observation bedsides/ in consultation room, consult or procedure (MiniCEX, DOPS)
Video‐observation
Patient presentations at morning rounds and handovers
Any other situation in clinical practice
40
Case or Entrustment based Discussion (CbD/EbD)
10‐15 minutes oral discussion
Agenda:
1. What was done?
2. Demonstrate background knowledge
3. Demonstrate awareness of risks and possible complications
4. What if the patient had been different for any reason?
Longitudinal Practice Observation
Multi‐source feedback / observation
Evaluation of a shift
Observers can be asked to evaluate Integrity, Reliability, Humility
41
When does EPA entrustment require simulation training and
assessment only? When skills cannot be performed in practice while entrustment is needed
‐ Basic life support skills at graduation from medical school
When situations are rare or unpredicted but require essential skills
‐ Rare diseases
‐ Resolving collaboration conflicts
Issues in Workplace-based Assessment
Generosity error (too high score – failure to fail)
Halo (generalizing from observing one feature)
Unreliable (not producible)
Unclear standards (often no standards)
Observer/rater variation
Rating unclear to profiency, to personal development, to effort, etc.
42
Work-Based Assessment MethodsMini‐Clinical Evaluation Exercise (mini‐CEX) Direct Observation of Procedural Skills (DOPS) Case‐Based Discussions (CbD)Mini‐Peer Assessment tool (Mini‐PAT) Multi‐Source Feedback (MSF) Portfolios
Workplace-based Assessment
Workplace-based AssessmentWBA Competencies Examples of Assessors Setting
Mini-CEX
Communication with patient, physical
examination, diagnosis, treatment plan
Educational/ Clinical Supervisors, senior
trainee
Clinic, A&E, ward, community
CBDClinical judgement, clinical
management, reflective practice
Educational/ Clinical Supervisors, senior
trainee
Multiple areas covered by a
challenging case
DOPs Technical skills, procedures and protocols.
Educational/ Clinical Supervisors, senior
traineeMulti-professional team
(MPT)
Clinic, A&E, ward, theatre
Mini-PATMSFTAB
Team-working, professional behaviour Trainee’s MPT Multiple areas
covered by MPT
PBA/OSATTechnical skills, procedures
and protocols, theatre team-working
Consultant or ST5 + trainee
Clinic, A&E, ward, theatre
43
Mini-CEX Faculty member observes a trainee interacting with a patient in a clinical setting
15 minutes (+5 minutes for feedback)
Interviewing skills, physical exam, professionalism, communication skills
Formative feedback
Workplace-based Assessment
Mini-CEXMedical Interviewing Skills
Physical Examination Skills
Humanistic Qualities/Professionalism
Clinical Judgment
Counseling Skills Organization/Efficiency Overall Clinical Competence
Workplace-based Assessment
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Mini-CEXMedical interviewing skillsfacilitates patient’s telling of story; effectively use questions to obtain accurate, adequate information needed; responds appropriately to affect, non-verbal cues
Physical Examination Skills
Follow efficient, logical sequence; balances screening/
diagnostic steps for problem; informs patient; sensitive
to patient’s comfort, modesty
Humanistic Qualities/ Professionalism
Shows respect, compassion, empathy, establishes trust;
attends to patient’s needs of comfort, modesty,
confidentiality, information
Mini-CEXClinical JudgmentSelectively orders/ performs appropriate diagnostic
studies, consider risks, benefitsCounseling Skills
Explains rationale for test/ treatment, obtains patient’s
consent educates/ counsels regarding management
Organization/ Efficiency
Prioritize; is timely; succinct
Overall clinical competence
Demonstrates judgment, synthesis, caring, effectiveness, efficiency
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MiniCEX – Rating Form
MiniCEX Not for high stakes exams
Not to rank trainees Not to compare training programmes
4‐6 times in the year
Different assessor each time
Encounter chosen by the trainee, confirmed by the assessor
Workplace-based Assessment
46
DOPS Direct observation of procedural skillsWhole procedure observed from start to finish
Real patients, workplace, not OSCE 15 minutes (+ 5 minutes feedback)
Trainees select from an approved list of procedures
Indications, communication, technique, analgesia, asepsis
Workplace-based Assessment
DOPS Understanding of indications, relevant anatomy, technique of procedure
Obtains informed consent
Preparation pre‐procedure Analgesia or safe sedation Technical ability as applicable to procedure Aseptic technique
Workplace-based Assessment
47
DOPS Seeks help where appropriate Post‐procedure management
Communication skills
Consideration of patient and professionalism
Overall ability to perform procedure
Workplace-based Assessment
DOPS – Rating Form
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Four real patients
The whole encounter is observed
Focused history & examination
Clinical reasoning & decision‐making
Communication skills
20‐30 minutes
Summative / formatives
Direct Observation Clinical Encounter Examination “DOCE”
Workplace-based Assessment
A structured interview designed to explore professional judgement in clinical cases
Professional Judgement:
The ability to make holistic, balanced, and justifiable decisions in situations of complexity and uncertainty
Workplace-based Assessment
Case-based Discusssion(CbD)
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CbD Trainee selects case studies, and present to the trainer one week before the meeting
Selection of cases needs careful consideration – a balance of cases and contexts is required
Assessor chooses two of these Assessor should ask why this selection
Workplace-based Assessment
CbD The discussion will be centred on the trainee’s record to assess clinical decision‐making and the application of medical knowledge
Assessor will use structured question guidance to seek evidence indicating a level of performance
20 minutes (5 minutes for feedback)
Judge the level of performance
Repeat in each four months
Workplace-based Assessment
50
CbD - Types Short case/long case/viva Knowledge‐basedManagement of patient
Multi‐disciplinary team
Decision making
Ethical Reflection Developmental change
Workplace-based Assessment
CbD - AreasMedical record keeping
Clinical assessment/Diagnosis
Decision making
Investigation and referrals Treatment
Management of medical complexity
Follow‐up and future planning Professionalism Overall clinical care/Fitness to practice
Workplace-based Assessment
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CbD• Summative and formative components
• Based on what has happened not what would happen
• Explores reasoning
• Questioning to ‘dig deep’
• Promotes learning and new insights if used well
• Just ticks the boxes if done badly
Workplace-based Assessment
CbD – Rating Form
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MiniPAT Peer assessment tool
8 assessors Including senior colleagues, nurses, AHPs Including self assessment
Routine performance
Feedback reviewed with trainee and supervisor
Agreed action plan
Workplace-based Assessment
Multi-source Feedback (MSF) 360 Degree Assessment
Provides performance data from multiple points of reference
Like a compass, it is a navigational tool
More powerful, reliable and accurate as compared to traditional, single source feedback processes
Workplace-based Assessment
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Information provided by a co‐worker on the aspects of performing and understanding
Multiple sampling
Team approach
Assessors include peers, supervisors, nurses, secretary, lab technicians, and
patients
MSF
Workplace-based Assessment
Large sample of raters (10‐30) is often clusters in groups e.g. 3 nurses, 4 patients, 3 peers, + self
Focus on medical knowledge, clinical care, communication skills, management and administrative skills, interpersonal skills, professionalism
Different categories of different raters
Proper and timely feedback is critical
MSF
Workplace-based Assessment
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Wrap-Up CBME is a movement to stay
EPAs have become popular worldwide as framework to connect competencies to clinical practice
Make sense to faculty, trainees and the public
Make assessment more practical and meaningful
Wrap-Up Add meaning to assessment by focusing on integration of competencies in the context of card delivery
Align what we assess with what we do
Entrustment decision making is recent but quickly emerging approach to assessment
Simulation and skills training is important but not enough for entrustmen6