Entrustable Professional Activities

LG5: Clinical assessment and management

Learning Goal 5

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

confident
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

confident
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

direction
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

confident
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

direction
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

confident
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

direction
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

confident
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

direction
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

confident
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

direction
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

confident
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

direction
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

confident
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

direction
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

confident
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

direction
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

confident
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

direction
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