Entrustable Professional Activities

EPA 15: Complex family meetings

EPA 15

Complex family meetings

Lead and manage complex family meetings relating to patient care

This activity requires the ability to:

  • organise, prepare for, and lead meetings with patients, families, carers and/or the multidisciplinary team
  • facilitate and guide discussion, encouraging participation from patients, and integrating information from the multidisciplinary team to outline care considerations and identify shared goals
  • draw attention to identified problem(s) that require a joint decision‑making process
  • use a shared decision-making model
  • manage conflict as it arises
  • balance the multidimensional and competing components of family meetings
  • document, communicate, and implement patients’ and/or family or carers’ preferences for their care and treatment across all settings, including perioperative 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:

  • negotiate management options that align with patients’ and family or carers’ care goals
  • explore and facilitate realistic goals and wishes and ways of successfully managing patients’ functional activities on a day-to-day basis
  • establish management plans in patient encounters when there are significant disagreements about what is achievable
  • assess patients’ preferred approach to receiving information to assist decision making, e.g. discussion in consultations, read printed material, assess graphical data, use videos or other media
  • factor in diverse views from patients, families, carers, and medical teams into goals and planning

direction
Requires some supervision

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

The trainee may:

  • contribute to but not lead negotiations
  • identify the key issues to be resolved, and contribute to joint decision making on their resolution

Communication

confident
Ready to perform without supervision

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

The trainee will:

  • assess family and carers’ understanding about patients’ medical conditions, giving explanations, when needed, in easy-to-understand language without medical jargon
  • explain the aim and purpose of rehabilitation, and its limitations
  • manage disagreements and emotionally charged conversations
  • explain the pros and cons of options to patients (taking ‘no action’ is an option)
  • explore patients’ and family or carers’ expectations, concerns, and ideas about how the problem(s) are to be managed, and reframe where necessary
  • respond to patients’ and family or carers’ emotions regarding the discussion
  • offer patients and family or carers explicit opportunities to ask questions during the decision‑making process
  • consider family or carers’ distinct information needs, which may require a separate meeting (provided patients, if have capacity, give consent)
  • optimise communication aids as required, e.g. use of interpreters or hearing aids where applicable, and ensure patients are mentally capable of taking part in the discussion
  • implement consistent, clear communication aids, whether short notes on a white board, written notes, or electronic case records
  • check patients, families, and carers understand the information
  • manage own nonverbal communication skills in difficult situations
  • ensure accurate documentation of meeting is kept
  • discuss meeting outcomes and outline expectations for all present following meetings
  • ensure the outcomes of family meetings are communicated to wider team members who were not present in the meeting

direction
Requires some supervision

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

The trainee may:

  • outline standard approaches for planning, leading, and concluding difficult family meetings
  • communicate clearly with patients and others in the setting of ethical dilemmas
  • detail strategies for navigating conflict in family meetings
  • use communication models such as SPIKES when delivering bad news
  • tailor the information given according to the patients’ or carers’ level of understanding, concerns, and information needs
  • respond to identified needs but defer proposing solutions until a team discussion is held
  • inadequately respond to verbal and nonverbal cues or distress from patients, families, or carers

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:

  • consider health promotion strategies in assessments, such as:
    • support patients by creating a safe environment to explore and discuss plans or goals during family meetings
    • formulate accurate meeting outcomes and follow up on agreed actions

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:

  • explain to, and negotiate with, patients, families, and carers regarding goals, expectations, prognosis and follow-up plans

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:

  • facilitate discussions with patients, families and carers in a way that is respectful, non-judgmental, and culturally safe
  • be aware of cultural differences in information preferences and attitudes to discussing prognosis and dying
  • clarify with patients, families, and carers their cultural background or norms

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:

  • recognise that the values, biases, or perspectives of patients, physicians, or other health professionals may have an impact on the quality of care, modifying the approach to patients accordingly
  • intervene when behaviours undermine a respectful environment
  • disclose patient safety incidents to patients and families or carers accurately and appropriately

direction
Requires some supervision

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

The trainee may:

  • recognise the potential for perspectives of patients, physicians, or other health professionals that may have an impact on the quality of 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:

  • identify decision points in care pathways, and monitor the quality of shared decision making
  • use a joint decision-making approach that takes patients’ preferences into account, even when they do not have capacity to fully participate in decision making Judgement and decision making
  • recognise limitations of what can be achieved during family meetings, e.g. it is unlikely that longstanding family dysfunction can be resolved
  • incorporate the family meeting process into the broader treatment episode or goals of care
  • work with the multidisciplinary team to maintain mobility, independence, and continence while in hospital

direction
Requires some supervision

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

The trainee may:

  • identify key preferences of all parties

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:

  • gather the necessary information prior to meetings, and identify issues from all parties that may require discussion
  • clarify the purpose of meetings
  • use a structured approach to guide meetings
  • provide opportunities for contributions from all attendees, as needed
  • identify shared goals and areas of difference
  • identify causes of areas of difference, such as information gaps, treatment goal confusion, emotions, family dynamics, and team dynamics
  • help resolve areas of difference and be prepared to make recommendations
  • lead initiatives that promote respectful work environments
  • debrief after difficult and/or emotionally charged meetings
  • provide effective and constructive feedback to the multidisciplinary team and/or individual team members
  • respond to feedback from the multidisciplinary team and/or individual team members
  • manage the implementation of the meeting outcomes and follow up as required

direction
Requires some supervision

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

The trainee may:

  • contribute, as a member of the team, to joint decision making
  • outline the purpose of meetings without facilitating other members of the team to contribute to the shared understanding

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:

  • ensure parties rights have been respected
  • advocate to ensure patients have the right help and/or resources in their home environment