Adult Endocrinology and Metabolism — Core of Discipline

C8 Providing unplanned advice to patients

Key Features:
- This EPA focuses on unplanned interactions occurring outside of scheduled planned patient encounters and may include responding to calls from patients and/or family members (i.e., on-call) or contacting patients about results.
- This includes providing appropriate and timely advice about management and/or patient disposition, recognizing conditions that can be managed remotely (e.g., virtual) versus those that require in-person assessment, and documenting the encounter.

Assessment Plan:
Direct and/or indirect observation by supervisor
Use Form 1. Form collects information on:
- Complex case: yes; no
Collect 2 observations of achievement
- At least 1 complex case
- At least 2 different observers

Form

F1: Observation

Milestones

• ME 2.2. Gather information required to clarify the patient’s issue or status

• ME 2.2. Integrate information from the clinical assessment and/or investigations to determine the patient’s clinical status and health care needs

• ME 2.4. Determine if an in-person visit is required

• ME 2.4. Develop a management plan

• ME 2.4. Provide anticipatory guidance for management of potential changes in the patient’s clinical status

• COM 3.1. Convey information to the patient and/or family clearly and compassionately

• COM 3.1. Verify and validate the understanding of the patient and/or family

• COM 5.1. Document the encounter to convey the clinical assessment and the rationale for decisions and/or recommendations

• COM 5.3. Use technology in a manner that respects patient privacy and confidentiality

Context Variables

• Complex case (single-choice)
  • yes
  • no

Requirements

• Collect 2 observations of achievement (minimum 2)
• At least 1 complex case (minimum 1)
  • Only counts when Complex case is yes
• At least 2 different observers (minimum 2)
  • Counted once per distinct Assessor