Entrustable Professional Activities

LG 11: Investigations and procedures

Learning Goal 11

Investigations and procedures

Order, undertake, review, and explain outcomes of investigations and procedures in the context of patients’ underlying illness stage, prognosis, and goals of care

This activity requires the ability to:

  • order or undertake investigations and procedures in partnership with patients, appropriate to the stage of illness, prognosis, and goals of care
  • arrange informed consent when applicable
  • confirm procedures are undertaken under appropriate conditions with appropriate monitoring and follow-up plans
  • interpret and communicate the results and outcomes of investigations and procedures, including imaging, and share these with other health professionals as appropriate
  • perform this activity across multiple relevant settings, such as the hospital, at home, or in a paediatric hospice

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:

  • use clinical acumen and experience when deciding whether to order and undertake procedures based on patients’ stages of illness, prognosis, and goals of care (e.g. considering the role and value of investigations versus an empirical treatment trial for changes in clinical condition)
  • use medical knowledge and experience to interpret and convey findings or outcomes of investigations and procedures

direction
Requires some supervision

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

The trainee may:

  • assess patients and identify indications for procedures
  • check for allergies and adverse reactions
  • consider risks and complications of procedures
  • 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:

  • explain desired outcomes, potential value, and risks of both undertaking and not undertaking investigations or procedures to patients
  • address patients’ concerns about investigations or procedures, and provide opportunities to ask questions
  • tailor explanations and information about investigations and procedures to patients, including accounting for age and development, and cultural and linguistic considerations
  • provide written instructions and information to patients about investigations and procedures as appropriate
  • collaborate and communicate effectively with health professionals to achieve consensus about the appropriateness of investigations and procedures as appropriate, such as scoliosis surgery for a child with severe cerebral palsy who has deteriorating health

direction
Requires some supervision

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

The trainee may:

  • explain the process of procedures to patients without providing a broader context
  • help patients choose the procedure
  • communicate with members of procedural teams so all team members understand who each member is
  • discuss post-procedural care with patients
  • complete relevant documentation, and conduct appropriate clinical handovers

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:

  • communicate and collaborate with health professionals and care teams to ensure relevant people are involved in complex decision making about investigations and procedures in the palliative care setting
  • obtain informed consent or other valid authority before undertaking procedures
  • ensure clear plans for who is responsible for following up results and outcomes of investigations and procedures, particularly when working in a consultation-liaison role

direction
Requires some supervision

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

The trainee may:

  • provide information in a manner so patients are fully informed when consenting to any procedures
  • demonstrate consistent use of aseptic technique
  • identify patients using approved patient identifiers before any treatment or intervention is initiated

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:

  • self-reflect on approaches to ordering and conducting investigations and procedures in the palliative care setting
  • seek feedback from colleagues on their approach to investigations and procedures in the palliative care setting
  • supervise and mentor colleagues in decision making about the role of investigations and procedures in the palliative care setting
  • use teaching opportunities around ordering and interpreting investigations

direction
Requires some supervision

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

The trainee may:

  • participate in continued professional development
  • help junior colleagues develop new skills
  • actively seek feedback on procedural technique until competent

Research

confident
Ready to perform without supervision

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

The trainee will:

  • obtain written consent from patients if the investigation is part of a research program

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:

  • tailor conversations and recommendations about investigations and procedures to the cultural context of patients, their families, whānau, and/or carers

direction
Requires some supervision

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

The trainee may:

  • respect cultural, linguistic, and religious values and differences of patients, their families, whānau and/or carers

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:

  • communicate and collaborate with health professionals within and external to the palliative care team in a respectful and timely manner to ensure best practice and quality care for investigations and procedures in the palliative care setting, such as imaging, pathology, and surgical departments
  • incorporate ethical principles in decision making about investigations and procedures in the palliative care setting, including autonomy, beneficence, justice, and non-maleficence
  • explain the expected benefits as well as the potential burdens and risks of proposed investigations before obtaining informed consent or other valid authority

direction
Requires some supervision

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

The trainee may:

  • perform procedures when adequately supervised
  • follow procedures to ensure safe practice
  • involve patients in decision making regarding investigations, obtaining the appropriate informed consent, including financial consent, if necessary

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:

  • identify the optimal timing, risks, and roles for investigations and procedures based on patients’ illness stages, prognosis, and goals of care
  • adjust the investigative path in accordance with test results received

direction
Requires some supervision

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

The trainee may:

  • 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

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 health care team might play in ordering and/or conducting investigations, and avoid duplication of effort
  • provide other health professionals with clear information, and negotiate required follow-up for investigations and procedures
  • create a working environment in which concerns about the outcomes of investigations and procedures can be discussed in a safe and open manner

direction
Requires some supervision

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

The trainee may:

  • 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

confident
Ready to perform without supervision

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

The trainee will:

  • discuss serious incidents regarding investigations and procedures at clinical review meetings
  • initiate local improvement strategies in response to serious incidents
  • use resources efficiently when performing investigations and procedures
  • advocate for equity of access to appropriate investigations for all patient groups, irrespective of age, gender, race, or socioeconomic status

direction
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