Entrustable Professional Activities

LG7: Longitudinal care, including management of transitions

Learning Goal 7

Longitudinal care, including management of transitions

Manage and coordinate the longitudinal care and appropriate transitions in care of patients with chronic illness, disability, and/or long-term health issues

This activity requires the ability to:

  • develop management plans and goals in consultation with patients
  • administer chronic and advanced conditions, complications, disabilities, and comorbidities
  • collaborate with other health care providers to provide evidence-based, patient-centred, optimal management
  • facilitate patients’ self-management and self-monitoring
  • identify the appropriate health care providers and other stakeholders with whom to exchange pertinent, contextually appropriate, and relevant patient information
  • facilitate transitions of patient care to ensure optimal continuity of care between providers and settings, within the context of the patient’s goals of care and needs
  • collaborate within the broader health policy context

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:

  • regularly assess and review care plans for patients based on short- and long-term clinical and quality-of-life goals
  • provide documentation on patients' presentation, management, and progress, including key points of diagnosis, goals of care, and decision making to inform coordination of care
  • ensure patients contribute to their needs assessments and care planning
  • monitor treatment outcomes, effectiveness, and adverse events
  • anticipate possible changes in patients’ conditions, and formulate management plans
  • facilitate optimal transitions in care for patients

direction
Requires some supervision

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

The trainee may:

  • assess patients’ knowledge, beliefs, concerns, and daily behaviours related to their medical condition/s and/or disabilities and their management
  • recognise the details of patients’ medical conditions, illness severity, and potential emerging issues
  • contribute to medical record entries on histories, examinations, and management plans in a way that is accurate and sufficient as a member of multidisciplinary teams

Communication

confident
Ready to perform without supervision

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

The trainee will:

  • educate patients about their condition and expected prognosis or trajectory
  • encourage patients’ self-management through education to take greater responsibility for their care, and support problem solving
  • communicate with multidisciplinary team members, and involve patients in the dialogue
  • communicate with patients about their management plans and relevant transitions of care, and engage and support these parties in decision making
  • write detailed and relevant medical record entries and comprehensive handover documents, including accurate clinical assessments and management plans
  • initiate and maintain verbal communication with other health professionals as required
  • provide support for patients’ psychological, spiritual, and/or emotional concerns

direction
Requires some supervision

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

The trainee may:

  • provide healthy lifestyle advice and information to patients on the importance of self-management
  • work in partnership with patients, and motivate them to comply with agreed care plans
  • communicate clearly with clinicians and other health professionals
  • communicate accurately and in a timely manner to ensure continuity and quality of care, including during transitions of care settings and providers

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:

  • use innovative models of clinical care, including telehealth and digitally integrated support services
  • review medicine use, and ensure patients understand safe medication administration to prevent errors
  • support patients’ self-management by balancing between minimising risk and helping patients to become more independent
  • participate in quality improvement processes impacting on patients’ abilities to undertake normal activities of daily living
  • demonstrate understanding of the medicolegal context of written communications, as well as relevant consent requirements and processes for the release and exchange of information
  • identify patients at risk of poor transitions of care, and identify strategies to mitigate this risk

direction
Requires some supervision

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

The trainee may:

  • participate in continuous quality improvement processes and clinical audits
  • identify activities that may improve patients’ quality of life and experience of health care
  • keep patient information secure, adhering to relevant privacy legislation
  • ensure clinical handovers are complete and accurate

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:

  • educate patients to recognise and monitor their symptoms, and undertake strategies to assist their recovery
  • contribute to the development of clinical pathways based on current evidence and guidelines
  • integrate clinical education in handovers and transition of care meetings

direction
Requires some supervision

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

The trainee may:

  • use clinical practice guidelines for chronic diseases management
  • provide opportunities to teach junior colleagues

Research

confident
Ready to perform without supervision

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

The trainee will:

  • prepare reviews of literature based on patient encounters to present at journal club meetings
  • search for and critically appraise evidence to resolve clinical areas of uncertainty

direction
Requires some supervision

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

The trainee may:

  • search literature using problem / intervention / comparison / outcome (PICO) format
  • recognise appropriate use of review articles

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:

  • communicate with careful consideration to health literacy, language barriers, and culture, respecting patient choices
  • recognise the timing, location, privacy, and appropriateness of sharing information with patients
  • encourage patients from culturally and linguistically diverse backgrounds to join local networks to receive the support needed for long-term self-management

direction
Requires some supervision

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

The trainee may:

  • provide culturally safe medical care
  • consider whether an interpreter is required

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:

  • disclose and share only contextually appropriate medical and personal information, consistent with privacy laws and confidentiality and professional guidelines
  • use consent processes for the release and exchange of health information
  • assess patients’ decision-making capacity, and appropriately identify and use alternative decision makers

direction
Requires some supervision

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

The trainee may:

  • share information between relevant service providers
  • acknowledge and respect the contributing role of patients, their families, whānau, carers, and other health professionals in patient care

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:

  • ensure patient care occurs in the most appropriate facility or setting
  • implement appropriate clinical care pathways in accordance with up-to-date clinical evidence
  • recognise patients’ needs in terms of both internal resources and external support on long-term health care journeys

direction
Requires some supervision

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

The trainee may:

  • 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:

  • coordinate whole-person care through all stages of the patients’ care journey
  • use a multidisciplinary approach to manage patient care, showing respect for the roles and expertise of all involved health professionals and care providers
  • develop collaborative relationships with patients, their families, whānau, carers, and other health professionals

direction
Requires some supervision

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

The trainee may:

  • participate in multidisciplinary team meetings
  • recognise factors which may impact upon optimal transfer and continuity of care

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:

  • use health screening for early intervention
  • help patients access relevant initiatives, supports, and services
  • participate in government and local initiatives to reduce hospital admissions and improve patients’ quality of life

direction
Requires some supervision

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

The trainee may:

  • demonstrate awareness of government initiatives and services available for patients with cancer and their carers, and display knowledge of how to access them