Entrustable Professional Activities

LG10: Procedures

Learning Goal 10

Procedures

Plan, prepare for, perform, and provide aftercare for important practical procedures across different settings

This activity requires the ability to:

  • select appropriate procedures in partnership with patients12, their families, whānau, and/or carers
  • obtain informed consent from patients, their families, whānau, and/or carers
  • prepare for procedures, including patient positioning, equipment, medications, and staff
  • perform procedures independently, technically, efficiently, and safely
  • anticipate and manage the known risks and potential complications of procedures
  • provide appropriate aftercare following procedures
  • clearly communicate the outcome of procedures, aftercare protocols, associated investigations, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff
  • interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

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:

  • anticipate and facilitate procedures as required to appropriately manage critically unwell patients with life-threatening neonatal / paediatric conditions
  • select procedures by assessing patient-specific factors, including alternatives, benefits, and risks
  • confidently and consistently perform a range of common procedures
  • inform team members of all allergies / adverse reactions identified, and take precautions to avoid these during procedures
  • check that patients have complied with preprocedural preparation
  • confirm the correct position / site / side / level on patients for planned procedures
  • recognise and manage complications arising during or after procedures
  • recognise and correctly interpret normal and abnormal findings of diagnostic procedures
  • effectively manage acute pain and distress
  • demonstrate knowledge and skills in procedural pain management, such as sedation and analgesia, as well as non-pharmacological strategies

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 postprocedural reviews of patients
  • perform procedures with support or help

Communication

confident
Ready to perform without supervision

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

The trainee will:

  • document procedures in the clinical notes accurately, including:
    • aftercare
    • aseptic technique
    • indication for procedures
    • informed consent
    • medications given
    • procedures requested and performed
  • explain procedures clearly to patients, families, whānau, and/or carers, including reasons for procedures, potential alternatives, and possible risks, to facilitate informed choices
  • counsel patients sensitively and effectively, and support them to make informed choices
  • address patients’, families’, whānau, and/or carers’ concerns relating to procedures, providing opportunities to ask questions
  • tailor language according to individual patients’ age and capacity to understand
  • communicate effectively with team members, patients, families, whānau, and/or carers prior to, during, and after procedures
  • ensure team members are confident and competent in their assigned roles

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, families, whānau, and/or carers choose procedures
  • communicate with members of procedural teams so all team members understand who each member is
  • discuss post-procedural care with patients, families, whānau, and/or carers
  • complete relevant patients’ 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:

  • obtain informed consent or other valid authority before undertaking any procedure
  • set up all necessary equipment, and consistently use universal precautions and aseptic technique if indicated
  • confirm patients’ identification, verify the procedure, and, where appropriate, the correct position / site / side / level for the procedure
  • check that information on patients’ consent forms matches procedures to be performed
  • identify, document, and appropriately notify of any adverse events or equipment malfunction

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 that patients, families, whānau, 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 procedures 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:

  • refer to and/or be familiar with relevant published procedural guidelines prior to undertaking procedures
  • organise or participate in in-service training on new technology
  • provide specific and constructive feedback and comments to junior colleagues
  • initiate and conduct skills training for junior staff

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 personal technique until competent

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:

  • 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:

  • respect religious, cultural, linguistic, and family values and differences

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:

  • confidently perform common procedures
  • identify appropriate proxy decision makers when required
  • show respect for the knowledge and expertise of colleagues
  • maximise patient autonomy in decision making

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

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:

  • manage departmental workloads to ensure the safety of patients and staff and the delivery of timely, appropriate, and high-quality clinical care
  • identify roles and optimal timing for diagnostic procedures
  • critically appraise information from assessments and evaluations of risks and benefits to prioritise patients on a waiting list
  • make clinical judgements and decisions based on available evidence
  • select the most appropriate and cost-effective diagnostic procedures
  • adapt procedures in response to assessments of risks to individual patients
  • select appropriate investigations on the samples obtained in diagnostic procedures

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
  • recommend suboptimal procedures for patients

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:

  • provide staff with clear aftercare instructions, and explain how to recognise possible complications
  • explain critical steps, anticipated events, and equipment requirements to teams on planned procedures
  • identify relevant management options with colleagues, according to their level of training and experience, to reduce error, prevent complications, and support efficient teamwork
  • coordinate efforts, encourage others, and accept responsibility for work done

direction
Requires some supervision

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

The trainee may:

  • check that 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 at appropriate clinical review meetings
  • initiate local improvement strategies in response to serious incidents
  • use resources efficiently when performing procedures

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 the organisational guidelines and policies

For each procedure/investigation, trainees should be able to perform the components of the procedure indicated below. Please select a procedure/investigation from the dropdown to see its components.

Yes

Not applicable n/a

Select appropriate procedures in partnership with patients, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

if applicable

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

if applicable

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

if applicable

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

if applicable*

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

if applicable*

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

if applicable*

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

n/a

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

Select appropriate procedures in partnership with patients13, their families, whānau, and/or carers

Obtain informed consent from patients, their families, whānau, and/or carers

Prepare for the procedure, including patient positioning, equipment, medications, and staff

Perform procedures independently, technically, efficiently, and safely

Anticipate and manage known risks and potential complications of procedures

 

Provide appropriate aftercare following procedures

Clearly communicate the outcome of procedures, associated investigations, aftercare protocols, and instructions to patients, their families, whānau, and/or carers, and medical and nursing staff

Interpret the results and outcomes of procedures, including imaging and reports, and provide / arrange appropriate follow-up care

Definition of ‘if applicable’: These procedures are often performed in an emergency and/or resuscitation situation, and as a result it may not always be appropriate or possible to gain consent or full consent prior to commencing the procedure