Curriculum standards
Curriculum standards
Advanced Training in General and Acute Care Medicine
Entrustable Professional Activities
LG5: Clinical assessment and management
Clinical assessment and management
Clinically assess and manage the ongoing care of patients
This activity requires the ability to:
- identify and access sources of relevant information about patients
- obtain thorough patient histories
- systematically evaluate patients’ physical, medical, psychological, and functional status within their specific social and environmental context
- synthesise findings to develop provisional and differential diagnoses
- use a shared decision-making approach to develop care plans based on the findings of comprehensive assessments, and discuss with patients, families, whānau, and/or carers
- manage acute and chronic multisystem health problems
- develop comprehensive management plans that effectively prioritise care needs amidst competing priorities in a range of settings
- work collaboratively with other health professionals as part of a multidisciplinary team to provide holistic care
- actively assess patients’ response to management, and re-evaluate treatment plans regularly
- identify potential risks and employ preventative strategies against adverse events where possible
Professional practice framework domain
Medical expertise
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- elicit accurate, organised, and problem-focused medical histories, considering physical, psychosocial, and risk factors
- obtain collateral history from carers, relatives, and other health professionals
- perform appropriate and thorough physical examinations to establish the nature and extent of problems
- adapt approach to history and examination in specific situations
- obtain and review relevant past results, specialist reports, and hospital summaries to facilitate accurate knowledge of patient background and avoid duplication
- obtain accurate medication history, and always prescribe within the current clinical context
- synthesise multisource information to form comprehensive patient assessments, including functional and cognitive capacity where appropriate
- recognise and act when elements of a history or examination do not fit with expectations or an obvious pattern
- assess the severity of problems, the likelihood of complications, and clinical outcomes
- generate comprehensive problem lists, and appropriately prioritise management of individual problems within the current clinical context
- synthesise and interpret findings to devise the most likely provisional diagnoses and reasonable differential diagnoses
- recognise the significance and limitations of clinical and examination findings, and be able to interpret these in the relevant patient context
- tailor and prioritise investigations and management for individual patients’ circumstances
- be cognisant of the inter-relatedness of physical / medical and psychiatric illness, and the relevance of this in management
- re-assess management with regards to patient progress, making appropriate changes as clinically indicated
- recognise an actively deteriorating patient, and when to escalate management versus reaching medical futility
Communication
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- communicate openly, actively listen, and take patients’ concerns seriously, giving them adequate opportunity to ask questions
- incorporate appropriate LGBTQIA+ safe language, including gender affirming language
- engage patients in exploration of the biological, psychological, and social components of their illness
- provide information to patients and their family or carers to enable them to make fully informed decisions from various diagnostic, therapeutic, and management options
- assess decision-making capacity, and review patients who want to discharge against medical advice
- explain and discuss the risks, benefits, and costs (monetary and adverse effects) of diagnostic and therapeutic interventions
- discuss prognosis, and formulate realistic treatment goals
- collaborate with other specialties to balance conflicting treatment choices with patients’ overall best interests
- explain medical management plans clearly and promptly as part of a multidisciplinary team
- check quality and accuracy of reports or documentation generated by others and technologies, including artificial intelligence-informed large language models
- demonstrate effective strategies to minimise patient risk at points of clinical handover / change in patient care providers
- support patients and families in adjusting to acute and chronic illness
- provide clear and concise medicolegal and administrative reports
- provide timely updates to both patients and other healthcare providers in the event of a change in clinical condition or management
- discuss emotive issues with sensitivity, such as futility, limits of care, patient deterioration, and impending or unexpected death
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- anticipate, read, and respond to verbal and nonverbal cues
- demonstrate active listening skills
- communicate patients’ situations to colleagues, including senior clinicians
Quality and safety
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- demonstrate safety skills, including infection control, adverse event reporting, and effective clinical handover
- recognise and effectively deal with aggressive and violent patient behaviours through appropriate training
- be aware of gender stereotypes and bias, including the importance of using correct pronouns
- obtain informed consent before undertaking any investigation or providing treatment (except in an emergency)
- ensure patients are informed of the material risks associated with any part of proposed management plans
- ensure patients’ safety while avoiding inappropriate overuse of investigations
- practice open disclosure in the event of medical error
- report any perceived risk to clinical safety, such as inadequate staffing levels or access blocks
- demonstrate an awareness of evolving concepts and approaches to quality and safety improvement, and management of risks within organisations
- demonstrate an ability to weigh the risk / benefit of proposed treatments against the risk / benefit of doing nothing
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- document history and physical examination findings, and synthesise with clarity and completeness
- take precaution against assaults from confused or agitated patients, ensuring appropriate care of patients
- perform hand hygiene, and take infection control precautions at appropriate moments
Teaching and learning
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- set defined objectives for clinical teaching encounters, and elicit feedback on mutually agreed goals
- self-evaluate clinical practice
- obtain informed consent before involving patients in teaching activities
- turn clinical activities into an opportunity to teach, appropriate to the setting
- engage in continual professional development activities
- consolidate dissonance between clinical heuristics and evidence-based medicine
- demonstrate methods for updating clinical beliefs and practices as new valid evidence becomes available
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- set unclear goals and objectives for self-learning
- self-reflect infrequently
- deliver teaching considering learners’ level of training
Research
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- demonstrate the ability to accurately interrogate available literature when required for clinical care
- critically appraise literature, demonstrate awareness of limitations, and apply available evidence to the diagnosis and management of patients
- formulate research questions relevant to clinical practice and health systems to address practice gaps or ongoing needs
- foster enquiry and research among colleagues in response to unanswered clinical questions
- be aware of active clinical trials being undertaken in the workplace
- explain how to report possible adverse events for patients participating in clinical trials
- characterise personal clinical reasoning style and determine its alignment with evidence-based approaches
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- refer to guidelines and medical literature to assist in clinical assessments when required
- demonstrate awareness of the limitations of evidence and the challenges of applying research in daily practice
Cultural safety
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- explain the need for culturally safe care
- recognise the specific challenges for patients from culturally diverse backgrounds
- explain cultural diversity and how this affects patients’ health and interactions with the healthcare system
- use culturally specific patient resources and physical spaces when available
- use professional language interpreters and translated written material when available
- engage specific support services when available, such as Aboriginal liaison services and Hāpai Kaimahi Hauora
- ask patients about their preferences, such as name, family involvement, and same-gendered staff
- be aware of gender stereotypes and bias, including the importance of using correct pronouns
- demonstrate effective and culturally safe communication and care for Aboriginal and Torres Strait Islander peoples and Māori, and members of other cultural groups
- acknowledge patients’ beliefs and values, and how these might impact on health
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
- be cognisant of at least the most prevalent cultures in society, and an appreciation of their sensitivities
- appropriately access interpretive or culturally focused services
Ethics and professional behaviour
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 for diversity, integrity, honesty, and partnership to all patients
- hold information about patients in confidence, unless the release of information is required by law or public interest
- reflect on cases where clinical enquiry and judgements have led to incorrect clinical decisions
Requires some supervision
Possible behaviours of a trainee who needs some supervision to perform this activity
The trainee may:
- demonstrate professional conduct, honesty, and integrity
- consider patients’ decision-making capacity
- identify patients’ preferences regarding management and the role of families in decision making
- not advance personal interest or professional agendas at the expense of patient or social welfare
- identify local requirements for informed consent
Judgement and decision making
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- assess patients’ capacity for decision making, involving a proxy decision maker appropriately
- explain the range of certainty around diagnoses, and the benefits and risks of treatments
- apply knowledge and experience to identify patients’ problems, making logical, rational decisions, and acting to achieve positive outcomes for patients
- use a holistic approach to patient care, considering comorbidity, uncertainty risk, and patient preference
- use the best available evidence for the most effective therapies and interventions to ensure quality care
- evaluate the value of diagnostic tests in terms of sensitivity, specificity, likelihood ratios, predictive value, cost effectiveness, reproducibility, and patient convenience
- implement processes to facilitate reflection and review of clinical cases that elicited doubt or uncertainty
- appraise the accuracy, relevance, and ability to implement recommendations provided by other specialists
- reconcile conflicting advice from other specialties, and apply judgement in making clinical decisions in the presence of uncertainty
- recognise and acknowledge when the diagnosis is not clear despite appropriate investigation
- identify situations where integrated care is in the best interests of individual patients
- recognise own limitations and seek help, when required, in an appropriate way
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, when required, in an appropriate way
Leadership, management, and teamwork
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- determine the appropriate admitting team based on the care needs for individual patients, and be able to negotiate with other admitting teams
- set clear parameters for monitoring medical illness and/or escalating medical care
- demonstrate ability to recognise a colleague in difficulty, and how to evaluate and address the potential implications on their wellbeing and risk, and on patient safety
- collaborate with specialty colleagues, and facilitate their input to provide optimal patient care
- collaborate with allied health disciplines to ensure effective multidisciplinary teamwork
- manage under-performing staff members
- deal with conflict in a constructive and respectful way
- demonstrate task delegation to maximise efficiency and the appropriate use of individual skill sets and teaching / learning without compromising patient safety
- recognise factors required to build an effective team
- demonstrate and encourage effective time management and task prioritisation while working within a team
- give both positive and negative feedback to staff members under supervision
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 healthcare team
Health policy, systems, and advocacy
Ready to perform without supervision
Expected behaviours of a trainee who can routinely perform this activity without needing supervision
The trainee will:
- participate in health promotion, disease prevention and control, screening, and reporting of notifiable diseases
- contribute to the development of guidelines and protocols
- explain the difficulties of balancing equitable resource allocation
- recognise key equity determinants as they pertain to clinical care, and devise strategies to address them
- be familiar with institutional support frameworks and options when advocating for patients or disadvantaged populations
- communicate system-level concerns through appropriate local channels
- advocate for high cost or off-label medication for individual patients when needed
- work with healthcare systems to develop innovative ways to balance quality care delivery with resource limitations and cost
- contribute to clinical redesign projects
- advocate for all disadvantaged, unsupported, and/or vulnerable patient groups to improve access and delivery of care
- consider the importance of environmental sustainability when designing health systems and policies
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 patients’ care