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Assessment in a Nutshell

I love teaching but I hate filling in evaluation forms; does it really matter?

Regular assessment provides assurance that the student or resident is developing appropriate clinical skills. Assessment at below the expected standard is often the first indication of a learner in difficulty. Our everyday interactions with students or residents help shape our view of competency but more formal assessments are particularly important at 3 stages of each clinical rotation.

Beginning rotation
  • What level is the learner functioning at? This will determine how much clinical independence the preceptor should allow and frames the way teaching should be directed.
Mid rotation
  • What progress has the learner made? Are there any deficits to work on? Mid-rotation assessment plus feedback give the learner a chance to make important improvements before finishing the rotation. This is considered a formative assessment.
End rotation
  • Has the learner reached the expected level of performance and met the rotation objectives? Do you see improvement from previous assessments? This assessment needs to be recorded and sent to the University as a summative assessment of performance in the clinical rotation.

A great way to assess your student or resident early in the rotation is by using RIME, described later in the website. For more detailed assessments use the university evaluation forms. These ask you to rate the learner’s performance across specific domains. This detailed breakdown is ideal for providing structured feedback  to the learner. Also note down your overall impression of the learner. Global assessments of ability, generated after as few as 6 observations, correlate well with much more detailed assessments of competence.

Benchmarks for Family Medicine Residents

Many clinicians have difficulty assessing the progress of 1st year family medicine residents because the evaluation tools relate to competencies achieved by the end of the residency program. The University of Calgary has developed bench marks to guide preceptors. Bear in mind that residents can progress at widely different rates.

Benchmarking Family Medicine Residents

0 - 6 months

Competent history and physical

  • May be poorly focused

Gaps in knowledge base

  • Common family med problems
  • Therapeutics
  • Management strategies

May struggle to include psychosocial issues

6 patients per half day

Consult preceptor for each patient

Initial investigations

6 - 12 months

More focused history and physical

Improved knowledge base

  • Differential diagnosis highlights common and important conditions
  • Appropriate investigations

Starts to include health promotion

8 - 10 patients per half day

Consult preceptor for most patients

End of 1st year

Good rapport with patients

Identifies "red flag" symptoms / signs

Can priorize issues

Makes most therapeutic decisions

Tendency to overinvestigate

Wants increasing autonomy

10 patients per half day

Frequently consults with preceptor

18 months

Can manage most cases alone

Aware of personal limitations

Good communication skills

  • Can handle difficult interactions
  • Modifies treatment plan to fit patient needs

10 -12 patients per half day

Consults preceptor for difficult cases

May challenge preceptors viewpoint

Identifies own learning needs

End of 2nd year

Manages full range of clinical duties

12 - 14 patients per half day

Collegial relationship with preceptor

Rarely requires help

Modified from University of Calgary document

Sample: Benchmarking Family Medicine Residents

For more about assessment visit:
Determining competence

Assessment in a nutshell

  • Assess at the beginning, middle and end of the rotation
  • Global assessments are a good judge of competence
  • Specific feedback necessary to improve performance