Curriculum standards

Entrustable Professional Activities

LG10: Investigations and procedures

Learning Goal 10

Investigations and procedures

Select, organise, and interpret investigations and procedures

This activity requires the ability to:

  • select, plan, and interpret evidence-based, clinically appropriate investigations
  • ensure appropriate use of limited resources across the patient population
  • evaluate the anticipated value of investigations
  • work in partnership with patients, families, and/or carers to facilitate choices that are right for them, demonstrating patient-centred care
  • discuss choice of investigations with patients and their families, and obtain informed consent when required
  • provide aftercare for patients
  • accurately interpret the results and outcomes of investigations
  • effectively communicate the outcome of investigations to patients

Professional practice framework domain

Medical expertise

confident
Ready to perform without supervision

Expected behaviours of a trainee who can routinely perform this activity without needing supervision

The trainee will:

  • carefully choose evidence-based investigations, and frame them as an adjunct to comprehensive clinical assessments
  • demonstrate understanding of the differences between diagnostic and screening investigations
  • demonstrate understanding of the performance and limitations of specific investigations, which, in the context of disease prevalence and clinical epidemiology, include:
    • interpretation of sensitivity
    • likelihood ratios
    • predictive values
    • specificity
  • avoid use of low-yield diagnostic strategies that may not benefit patients, including an appreciation of management of resources, distributive justice, and equity
  • consider the risk of potential harm when choosing diagnostic investigations
  • avoid over-investigation and over-diagnosis
  • assess patients’ concerns, and determine the need for specific tests that are likely to address these
  • tailor investigations and management for individual patients’ circumstances in an equitable way
  • prioritise the order and importance when multiple investigations are required
  • recognise and correctly interpret abnormal findings within the clinical context, and act accordingly

direction
Requires some supervision

Possible behaviours of a trainee who needs some supervision to perform this activity

The trainee may:

  • provide rationale for investigations
  • understand 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
  • interpret results of common diagnostic procedures
  • organise and document post-procedure review of patients

Communication

confident
Ready to perform without supervision

Expected behaviours of a trainee who can routinely perform this activity without needing supervision

The trainee will:

  • discuss potential benefits, burdens, costs, potential alternatives, risks, and side effects of each option
  • obtain consent before proceeding
  • discuss the rationale, and the possibility of false negative / false positive results, as well as incidental findings with patients and/or caregivers
  • specifically discuss the option of no investigation, and the risks and benefits of this, with patients
  • use clear and simple language, and check that patients understand the terms used
  • offer patients the opportunity to ask further questions and time to think about the decision
  • identify patients’ concerns and expectations, providing adequate explanations to address these
  • confirm whether patients understand the information they have been given and the need for more information before making decisions
  • 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/or carers
  • give information that patients may find distressing in a considerate way, using best-practice techniques for breaking of bad news
  • discuss the likely timeframes during which investigations will occur, and the plan for communicating results when available
  • include sufficient clinical information to accurately convey patients’ contexts and reasons for investigations within investigation requests
  • discuss results using simple language, and explain how the results might affect future management
  • counsel patients sensitively and effectively, and support them to make informed choices
  • keep other relevant healthcare practitioners updated regarding planned investigations and results, including clear communication of who is responsible for reviewing these
  • accurately document procedures in the clinical notes, including:
    • aftercare
    • aseptic technique
    • informed consent
    • medicines given
    • procedures performed
    • reasons for procedures
  • address patients’, families’, and/or carers’ concerns relating to procedures, providing opportunities to ask questions
  • communicate effectively with team members, patients, families, and/or carers prior to, during, and after procedures

direction
Requires some supervision

Possible behaviours of a trainee who needs some supervision to perform this activity

The trainee may:

  • discuss the benefits, complications, indications, and risks 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 without providing a broader context
  • help patients, families, and/or carers choose procedures
  • discuss postprocedural care with patients, families, and/or carers
  • complete relevant documentation, and conduct appropriate clinical handovers if needed

Quality and safety

confident
Ready to perform without supervision

Expected behaviours of a trainee who can routinely perform this activity without needing supervision

The trainee will:

  • select appropriate investigations, using a value-based care framework
  • identify adverse outcomes, including false positives, false negatives, and incidental findings, that may result from proposed investigations, focusing on patients’ individual situations
  • demonstrate understanding of iatrogenic harms that may result from diagnostic investigations
  • consider strategies to reduce the chance of harm, and employ these if possible / practical
  • identify, document, and appropriately notify of any adverse events or equipment malfunction
  • ensure timely follow-up of investigation results, using recall / reminder systems and other tools if appropriate
  • take full responsibility for reviewing results of any investigations ordered by trainees, and hand this responsibility over to a designated colleague if this is not possible

direction
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/or 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

confident
Ready to perform without supervision

Expected behaviours of a trainee who can routinely perform this activity without needing supervision

The trainee will:

  • use appropriate decision support tools, diagnostic algorithms, evidence sources, and guidelines
  • participate in clinical audits to improve test ordering strategies for diagnoses and screening

direction
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

Research

confident
Ready to perform without supervision

Expected behaviours of a trainee who can routinely perform this activity without needing supervision

The trainee will:

  • ensure appropriate ethics approval when undertaking investigations as part of clinical research
  • 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

direction
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

confident
Ready to perform without supervision

Expected behaviours of a trainee who can routinely perform this activity without needing supervision

The trainee will:

  • be cognisant of patients’ views and preferences about any proposed investigations and the adverse outcomes they are most concerned about
  • recognise the principles of equity as they pertain to diagnostic decision making, and apply these appropriately to advocate for patients
  • recognise the impact of implicit bias on diagnostic decision making, and initiate steps to address this
  • be aware of key legislation policies and how these relate to access to diagnostic services, such as Te Tiriti o Waitangi, the United Nations Declaration on the Rights of Indigenous Peoples, and the United Nations Refugee Agency’s 1951 Refugee Convention
  • consider individual patients’ cultural perception of health and illness, and adapt practice accordingly

direction
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

Ethics and professional behaviour

confident
Ready to perform without supervision

Expected behaviours of a trainee who can routinely perform this activity without needing supervision

The trainee will:

  • discuss with patients how decisions will be made once the investigation has started and the patient is not able to participate in decision making
  • remain within the scope of the authority given by patients (except for emergencies)
  • respect patients’ decisions to refuse investigations and procedures, even if their decisions may not be appropriate or evidence based
  • explain the expected benefits as well as the potential burdens and risks of any proposed investigations or procedures
  • advise patients if there may be additional costs, which they may wish to clarify before proceeding
  • clarify who will make decisions on the patient’s behalf if they are unable to do so
  • show respect for the knowledge and expertise of colleagues

direction
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

confident
Ready to perform without supervision

Expected behaviours of a trainee who can routinely perform this activity without needing supervision

The trainee will:

  • evaluate the benefits, costs, and potential risks of each investigation in a clinical situation
  • adjust investigative paths depending on test results received
  • consider the clinical necessity and urgency of investigations
  • consider whether patients’ conditions may get worse or better if no tests are selected
  • avoid using investigations where the results are unlikely to change clinical management
  • demonstrate how the range of certainty around the accuracy of diagnostic tests and the efficacy of treatments may limit their applicability in clinical practice

direction
Requires some supervision

Possible behaviours of a trainee who needs some supervision to perform this activity

The trainee may:

  • choose the most appropriate investigations for clinical scenarios in discussion with patients
  • recognise personal limitations and seek help in an appropriate way when required
  • assess personal skill levels, and seek help with procedures when appropriate
  • use tools and guidelines to support decision making

Leadership, management, and teamwork

confident
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 clear delegation of tasks within the team, including responsibility for following up test results
  • ensure results are checked in a timely manner
  • identify relevant management options with colleagues
  • liaise with other healthcare professionals for expert advice when indicated

direction
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 investigations are provided by different doctors or health professionals
  • ensure all relevant team members are aware that a procedure is occurring

Health policy, systems, and advocacy

confident
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, cost effectiveness, safety, and utility
  • consider resource use through peer review of testing behaviours
  • discuss serious incidents at appropriate clinical review meetings
  • support health policy and system development to improve equitable patient access to investigations
  • initiate local improvement strategies in response to serious incidents

direction
Requires some supervision

Possible behaviours of a trainee who needs some supervision to perform this activity

The trainee may:

  • perform relevant procedures in accordance with organisational guidelines and policies