Entrustable Professional Activities

LG6: Management of transitions in care

Learning Goal 6

Management of transitions in care

Manage the transition of patient care between health professionals, providers, and contexts

This activity requires the ability to:

  • anticipate likely transitions of care, such as from paediatric to adult care
  • provide anticipatory guidance to patients8 to support their ability to transfer to different care contexts in due course
  • manage transition of patients’ care to ensure the optimal continuation of care between providers
  • identify the appropriate care providers and other stakeholders with whom to share patient information
  • exchange pertinent, contextually appropriate, and relevant patient information in ways that safeguard patient privacy
  • perform this activity in multiple settings, including inpatient, ambulatory, and critical care settings

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:

  • facilitate an optimal transition of care for patients
  • identify and manage key risks for patients during transition periods
  • anticipate possible changes in patients’ conditions, and provide recommendations on how to manage them to both patients and appropriate care providers
  • identify appropriate local subspecialist teams and services when indicated, in addition to primary care
  • recognise generic versus disease-specific components of transition
  • outline the roles of specialist services

direction
Requires some supervision

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

The trainee may:

  • understand the details of patients’ conditions, illness severity, and potential emerging issues, with appropriate actions
  • provide accurate summaries of patients’ information with accurate identification of problems or issues

Communication

confident
Ready to perform without supervision

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

The trainee will:

  • write relevant and succinct medical record entries, including clinical assessments and management plans
  • write comprehensive and accurate summaries of care, including discharge summaries, clinic letters, and transfer documentation
  • initiate and maintain verbal communication with other health professionals when required
  • communicate with patients about transitions of care, and engage and support these parties in decision making
  • liaise with other agencies, including guardianship boards and schools
  • engage and consult with child protection services
  • lead the medical component of case conferences

direction
Requires some supervision

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

The trainee may:

  • communicate clearly with clinicians and other caregivers
  • use standardised verbal and written templates to improve the reliability of information transfer and prevent errors and omissions
  • communicate accurately and in a timely manner to ensure effective transitions between settings, and continuity and quality of care
  • attend and contribute to interdisciplinary case conferences

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:

  • identify patients at risk of poor transitions of care, and mitigate risks where possible
  • use electronic tools (where available) to securely store and transfer patient information
  • use consent processes, including written consent if required, for the release and exchange of information
  • demonstrate understanding of the medicolegal context of written communications

direction
Requires some supervision

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

The trainee may:

  • ensure that handover is complete, or work to mitigate risks if incomplete
  • ensure all outstanding results or procedures are followed up by receiving units and clinicians
  • keep patients’ information secure, adhering to relevant legislation regarding personal information and privacy

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:

  • integrate respectful clinical education in handover sessions and other transition of care meetings
  • tailor clinical education to the level of the professional parties involved

direction
Requires some supervision

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

The trainee may:

  • take opportunities to teach junior colleagues during handover, as necessary

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 regarding patient preferences, and whether they are realistic and possible, respecting patient choices
  • incorporate appropriate LGBTQIA+ safe language
  • consider socioeconomic factors when deciding appropriate adult services for patients

direction
Requires some supervision

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

The trainee may:

  • include relevant information regarding patients’ cultural or ethnic background in handovers, and 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
  • demonstrate understanding of the clinical, ethical, and legal rationale to disclose information
  • share information about patients’ health care in a manner consistent with privacy law and professional guidelines on confidentiality, taking patient preferences into account
  • demonstrate understanding of the additional complexity related to some types of information, such as genetic information, blood-borne-virus status, and LGBTQIA+ status, and seek appropriate advice about disclosure of such information
  • interact in a collegiate and collaborative way with professional colleagues during transitions of care
  • recognise the timing, location, privacy, and appropriateness of sharing information with patients

direction
Requires some supervision

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

The trainee may:

  • maintain respect for patients and other health professionals, including respecting privacy and confidentiality

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 patients’ care is in the most appropriate facility, setting, or provider
  • use mental health legislation appropriately if transition to involuntary care status is required

direction
Requires some supervision

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

The trainee may:

  • use a structured approach to consider and prioritise patients’ and parent / carer issues
  • 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:

  • share the workload of transitions of care appropriately, including delegation
  • demonstrate understanding of the medical governance of patient care, and the differing roles of team members
  • show respect for the roles and expertise of other health professionals, and work effectively as a member of professional teams
  • ensure that multidisciplinary teams provide the opportunity for patients’ and parent / carer engagement and participation when appropriate
  • participate in shared care with specialist services as appropriate
  • recognise the role of interagency collaboration, including across sectors, such as health, education, and justice
  • work in multidisciplinary teams and with colleagues from a wide range of professional groups

direction
Requires some supervision

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

The trainee may:

  • recognise factors that impact the transfer of care, and help subsequent health professionals understand any issues that may influence self-management or continuity of care
  • work to overcome the potential barriers to continuity of care, appreciating the role of handover in overcoming these barriers

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:

  • contribute to processes for managing risks, and identify strategies for improvement in transition of care
  • engage in organisational processes to improve transitions of care, such as formal surveys or follow-up phone calls after hospital discharge

direction
Requires some supervision

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

The trainee may:

  • factor transport issues and costs to patients into arrangements for transferring patients to other settings