Entrustable Professional Activities

LG5: Clinical assessment and management

Learning Goal 5

Clinical assessment and management

Clinically assess and manage the palliative care needs of patients across different stages of life-limiting illnesses

This activity requires the ability to:

  • identify and access sources of relevant information about patients
  • locate patient histories
  • examine patients
  • synthesise findings to develop differential diagnoses
  • assess where patients are in their illness trajectory
  • discuss findings and plans with patients
  • formulate management plans, including physical, psychosocial and spiritual needs
  • communicate findings with other health professionals

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:

  • collate relevant clinical information prior to review
  • elicit accurate, organised, and prioritised medical histories, considering physical, psychosocial, cultural, and spiritual factors
  • perform focused physical examinations appropriate to patients’ stages of disease and clinical problems
  • integrate patients’ perspectives and clinical findings to determine management plans
  • ensure management plans are evidence-based and prioritise clinical needs, and consider the balance of benefit and harm by taking patients’ personal sets of circumstances into account
  • anticipate future clinical complications based on knowledge of likely disease trajectories, and instigate management plans when needed

direction
Requires some supervision

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

The trainee may:

  • demonstrate prior preparation for consultations with knowledge of histories or circumstances
  • consider the approach to symptom control and overview of a range of approaches to a complex problem or failed symptom control, such as management of delirium and complex pain
  • require supervisor input to comprehensively manage uncommon and complex palliative care issues
  • demonstrate competency in the assessment and management of common palliative care issues
  • formulate basic assessment and management plans

Communication

confident
Ready to perform without supervision

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

The trainee will:

  • demonstrate high-level communication skills, ensuring compassion and empathy
  • respond to verbal and nonverbal cues and emotion while giving medical information and negotiating management plans
  • explain diagnoses in context of serious illness communication, including significant investigation findings and further management options, using language appropriate to patients’ understanding and desire for information
  • address questions, misunderstandings, and concerns about the condition and management options
  • address prognoses if requested, demonstrating a sensitive approach and ensuring understanding of past discussions and history
  • include significant others in conversations when appropriate
  • communicate with other health professionals and members of the multidisciplinary team as needed
  • write relevant and detailed medical record entries, including clinical assessments and management plans

direction
Requires some supervision

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

The trainee may:

  • recognise communication triggers by cues, and require further training in communication skills to support patient care
  • require supervisor input for complex or highly emotional conversations
  • recognise engagement with multidisciplinary colleagues to support management plans and elicit broad understanding of patients’ and family members’ distress

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:

  • incorporate infection control into clinical practice
  • participate in effective clinical handover
  • recognise and effectively deal with aggressive patient behaviours through appropriate training
  • obtain informed consent before undertaking any investigations or providing treatment (except in emergencies)
  • contribute to monitoring and evaluation strategies around clinical assessment and management, such as clinical audits
  • evaluate and explain the benefits and risks of clinical interventions based on individual patients’ circumstances
  • identify evidence-based practice gaps using clinical indicators, and implement changes to improve patients’ outcomes

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:

  • regularly self-evaluate personal clinical practice
  • seek feedback on own clinical practice
  • address gaps in knowledge and skills through self-directed learning and continuing professional development
  • supervise junior colleagues in the provision of clinical care
  • obtain informed consent before involving patients in teaching activities
  • use teaching opportunities arising from clinical encounters
  • use clinical encounters to educate patients on relevant aspects of health and disease

direction
Requires some supervision

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

The trainee may:

  • set clear goals and objectives for self-learning
  • self-reflect frequently
  • deliver teaching considering learners’ level of training

Research

confident
Ready to perform without supervision

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

The trainee will:

  • apply evidence-based guidelines to clinical practice
  • analyse the relevant research literature in depth, and apply it to clinical practice
  • support clinical research to build the palliative care evidence base

direction
Requires some supervision

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

The trainee may:

  • apply evidence-based guidelines and relevant review papers to clinical practice

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:

  • use plain-language patient education materials, and demonstrate cultural and linguistical sensitivity
  • demonstrate effective and culturally safe communication and care for Māori and Aboriginal and Torres Strait Islander peoples, and members of other cultural groups
  • use professional interpreters, health advocates, or community members to assist in communication with patients, and understand the potential limitations of each
  • acknowledge patients’ beliefs and values, and how these might impact on health

direction
Requires some supervision

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

The trainee may:

  • display respect for patients’ cultures, and attentiveness to social determinants of health
  • apply knowledge of the most common cultures in society to clinical practice
  • appropriately access interpretive or culturally focused services

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:

  • demonstrate professional values, including compassion, empathy, respect, integrity, and honesty to all patients
  • maintain patient privacy and confidentiality according to legal guidelines
  • assess patients’ capacity for decision making, involving surrogate decision makers appropriately

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:

  • apply knowledge and clinical experience to diagnose and manage patients’ problems, making logical, rational decisions
  • consider comorbidity, uncertainty, and risk when formulating differential diagnoses and management plans
  • use the best available evidence for the most effective therapies and interventions to ensure quality care

direction
Requires some supervision

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

The trainee may:

  • demonstrate clinical reasoning by gathering focused information relevant to patients’ care
  • recognise personal limitations and seek help in an appropriate way when required

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:

  • work effectively as a member of multidisciplinary teams to achieve the best health outcome for patients
  • identify colleagues in difficulty, and work within the appropriate structural systems to support them while maintaining patients’ safety
  • refer patients appropriately

direction
Requires some supervision

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

The trainee may:

  • share relevant information with members of the health care team

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:

  • aim to achieve optimal cost-effective patient care to allow maximum benefit from the available resources

direction
Requires some supervision

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

The trainee may:

  • identify and navigate components of the healthcare system relevant to patients’ care
  • identify and access relevant community resources to support patient care