Curriculum standards
Entrustable Professional Activities
LG11: Investigations and procedures
Investigations and procedures
Select, organise, and interpret investigations, and plan, prepare for, perform, and provide aftercare for important practical procedures
This activity requires the ability to:
- select, plan, and use evidence-based clinically appropriate investigations and procedures
- prioritise patients receiving investigations (if there is a waiting list) and procedures
- evaluate the anticipated value of the investigation or procedure
- obtain informed consent
- select appropriate investigations and procedures in partnership with patients, their families, or carers to facilitate choices that are right for them
- organise set-up of equipment, maintaining an aseptic field
- communicate aftercare protocols and instructions to patients and medical and nursing staff
- perform investigations and procedures, including:
- desensitisation protocols for aeroallergens, drugs, and venom
- drug and food challenges
- intradermal testing
- patch testing
- skin prick testing
- resolve unexpected events and complications during and after procedures
- arrange aftercare for patients
- interpret results and outcomes of investigations and procedures, including imaging and reports
- communicate the outcome of procedures and investigations to patients
- perform this activity across relevant settings, including day clinic, outpatients, and theatre
Professional practice framework domain
Medical expertise
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- choose evidence-based investigations, and frame them as an adjunct to comprehensive clinical assessments
- assess patients’ concerns, and determine the need for specific tests that are likely to result in overall benefit
- develop plans for investigations, identifying their roles and timing
- recognise and correctly interpret abnormal findings, considering patients’ specific circumstances, and act accordingly
- select procedures by assessing patient-specific factors, risks, benefits, and alternatives
- confidently and consistently perform a range of common procedures
- ensure team members are aware of all allergies / adverse reactions identified, and take precautions to avoid allergies / adverse reactions during procedures
- ensure patients have complied with pre-procedure preparation
- confirm the correct position / site / side / level on patients for planned procedures
- recognise and manage effectively complications arising during or after procedures
- recognise and correctly interpret normal and abnormal findings of diagnostic procedures
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- provide rationale for investigations
- recognise the significance of abnormal test results, and act on these
- consider patient factors and comorbidities
- consider age-specific reference ranges
- assess patients and identify indications for procedures
- check for allergies and adverse reactions
- consider risks and complications of procedures
- interpret results of diagnostic procedures
- organise and document postprocedural reviews of patients
Communication
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- explain to patients the potential benefits, risks, costs, burdens, and side effects of each option, including the option to have no investigations
- use clear and simple language, and check that patients understand the terms used and agree to proceed with proposed investigations
- identify patients’ concerns and expectations, providing adequate explanations on the rationale for individual test ordering
- confirm whether patients have understood the information they have been given and whether they need more information before deciding
- use written or visual material or other aids that are accurate and up to date to support discussions with patients
- explain findings or possible outcomes of investigations to patients, families, and carers
- give information that patients may find distressing in a considerate way
- accurately document procedures in the clinical notes, including informed consent, procedures requested and performed, reasons for procedures, medicines given, aseptic technique, and aftercare
- explain procedures clearly to patients, families, and carers, including reasons for procedures, potential alternatives, and possible risks, to facilitate informed choices
- counsel patients sensitively and effectively, and support them to make informed choices
- address patients’, families’, or carers’ concerns relating to procedures, providing opportunities to ask questions
- tailor language according to individual patients’ age and capacity to understand
- communicate effectively with team members, patients, families, and carers prior to, during, and after procedures
- ensure team members are confident and competent in their assigned roles
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- discuss the indications, risks, benefits, and complications of investigations with patients before ordering investigations
- explain the results of investigations to patients
- arrange investigations, providing accurate and informative referrals, and liaise with other services where appropriate
- explain the process of procedures to patients
- help patients, families, and carers choose procedures
- communicate with members of procedural teams so all team members understand who each member is
- discuss postprocedural care with patients, families, and carers
- complete relevant patients’ documentation, and conduct appropriate clinical handovers
Quality and safety
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- identify adverse outcomes that may result from proposed investigations, focusing on patients’ individual situations
- obtain informed consent or other valid authority before undertaking any procedure
- set up all necessary equipment, and consistently use universal precautions and aseptic technique
- confirm patients’ identification, verify the procedure, and, where appropriate, the correct position / site / side / level for procedures
- ensure that information on patients’ consent forms matches procedures to be performed
- identify, document, and appropriately notify of any adverse events or equipment malfunction
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- consider safety aspects of investigations when planning them
- seek help with interpretation of test results for less common tests or indications or unexpected results
- provide information in a manner so that patients, families, and carers are fully informed when consenting to any procedures
- demonstrate an inconsistent application of aseptic technique
- identify patients using approved patients’ identifiers before any treatment or intervention is initiated
- attempt to perform a procedure in an unsafe environment
Teaching and learning
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- use appropriate guidelines, evidence sources, and decision support tools
- participate in clinical audits to improve test ordering strategies for diagnoses and screening
- refer to and/or be familiar with relevant published procedural guidelines prior to undertaking procedures
- organise or participate in in-service training on new technology
- provide specific and constructive feedback and comments to junior colleagues
- initiate and conduct skills training for junior staff
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- undertake professional development to maintain currency with investigation guidelines
- participate in continued professional development
- help junior colleagues develop new skills
- actively seek feedback on personal technique until competent
Research
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- provide patients with relevant information if a proposed investigation is part of a research program
- obtain written consent from patients if the investigation is part of a research program
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- refer to evidence-based clinical guidelines
- consult current research on investigations
Cultural safety
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- acknowledge and consider patients’ views and preferences about any proposed investigations and the adverse outcomes they are most concerned about
- consider individual patients’ cultural perception of health and illness, and adapt practice accordingly
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- consider patients’ cultural and religious backgrounds, attitudes, and beliefs, and how these might influence the acceptability of proposed investigations and procedures
Ethics and professional behaviour
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- remain within the scope of the authority given by patients (with the exception of emergencies)
- discuss with patients how decisions will be made once the investigation has started if the patient is not able to participate in decision making
- respect patients’ decisions to refuse investigations, even if their decisions may not be appropriate or evidence based
- advise patients there may be additional costs, which patients may wish to clarify before proceeding
- explain the expected benefits as well as the potential burdens and risks of any proposed investigations before obtaining informed consent or other valid authority
- demonstrate awareness of complex issues related to genetic information obtained from investigations, and subsequent disclosure of such information
- confidently perform common procedures
- identify appropriate proxy decision makers when required
- show respect for knowledge and expertise of colleagues
- maximise patient autonomy in decision making
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- identify appropriate proxy decision makers when required
- choose not to investigate in situations where it is not appropriate for ethical reasons
- practise within current ethical and professional frameworks
- practise within own limits, and seek help when needed
- involve patients in decision making regarding investigations, obtaining the appropriate informed consent, including financial consent, if necessary
- perform procedures when adequately supervised
- follow procedures to ensure safe practice
Judgement and decision making
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- evaluate the costs, benefits, and potential risks of each investigation in a clinical situation
- adjust investigative paths depending on test results received
- consider whether patients’ conditions may get worse or better if no tests are selected
- identify roles and optimal timing for diagnostic procedures
- critically appraise information from assessment and evaluation of risks and benefits to prioritise patients on a waiting list
- make clinical judgements and decisions based on available evidence
- select the most appropriate and cost-effective diagnostic procedures
- adapt procedures in response to assessments of risks to individual patients
- select appropriate investigations on the samples obtained in diagnostic procedures
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- choose the most appropriate investigation for clinical scenarios in discussion with patients
- recognise personal limitations and seek help in an appropriate way when required
- prioritise which patients receive procedures first (if there is a waiting list)
- assess personal skill levels, and seek help with procedures when appropriate
- use tools and guidelines to support decision making
- recommend suboptimal procedures for patients
Leadership, management, and teamwork
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- consider the role other members of the healthcare team might play, and what other sources of information and support are available
- ensure results are checked in a timely manner, taking responsibility for following up results
- explain critical steps, anticipated events, and equipment requirements to teams on planned procedures
- provide staff with clear aftercare instructions, and explain how to recognise possible complications
- identify relevant management options with colleagues, according to their level of training and experience, to reduce error, prevent complications, and support efficient teamwork
- coordinate efforts, encourage others, and accept responsibility for work done
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- demonstrate understanding of what parts of an investigation are provided by different doctors or health professionals
- ensure all relevant team members are aware that a procedure is occurring
- discuss patients’ management plans for recovery with colleagues
Health policy, systems, and advocacy
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- select and justify investigations regarding the pathological basis of disease, appropriateness, utility, safety, and cost effectiveness
- consider resource utilisation through peer review of testing behaviours
- discuss serious incidents at appropriate clinical review meetings
- initiate local improvement strategies in response to serious incidents
- use resources efficiently when performing procedures
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- perform procedures in accordance with organisational guidelines and policies