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Workplace Based Assessments for Undergraduates: Training for Assessors Leighton Seal Responsible Examiner for WBA and Consultant Endocrinologist Dr Judith Ibison: Senior Lecturer Primary Care & MBBS Personal and Professional Development Theme lead, Dr Elizabeth Miles: Senior Lecturer Staff Development and CD PGCHE Dr Clare Shoults: T Year Lead and Consultant Acute Medical

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Page 1: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Workplace Based Assessments for Undergraduates:

Training for Assessors

Leighton Seal Responsible Examiner for WBA and Consultant Endocrinologist

Dr Judith Ibison: Senior Lecturer Primary Care & MBBS Personal and Professional Development Theme lead,

Dr Elizabeth Miles: Senior Lecturer Staff Development and CD PGCHEDr Clare Shoults: T Year Lead and Consultant Acute Medical Unit

Page 2: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Workplace Based Assessments for Undergraduates:

Training for Assessors1. Context of assessment for students

2. WPBA3. How to supervise and assess WPBA4. Common pitfalls5. Video – try rating one6. Feedback

Page 3: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Outcomes 1 − The doctor as a scholar and a scientist

The graduate will be able to – Apply to medical practice biomedical scientific

principles, method and knowledge relating to: anatomy, biochemistry, cell biology, genetics, immunology, microbiology, molecular biology, nutrition, pathology, pharmacology and physiology.

– Apply psychological principles, method and knowledge to medical practice.

– Apply social science principles, method and knowledge to medical practice.

– Apply to medical practice the principles, method and knowledge of population health and the improvement of health and healthcare.

– Apply scientific method and approaches to medical research.

Page 4: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Outcomes 2 − The doctor as a practitioner

The graduate will be able to – Carry out a consultation with a patient.– Diagnose and manage clinical presentations.– Communicate effectively with patients and

colleagues in a medical context.– Provide immediate care in medical emergencies.– Prescribe drugs safely, effectively and

economically.– Carry out practical procedures safely and

effectively.– Use information effectively in a medical context.

Page 5: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Outcomes 3 − The doctor as a professional

The graduate will be able to – Behave according to ethical and legal

principles.– Reflect, learn and teach others.– Learn and work effectively within a

multiprofessional team.– Protect patients and improve care.

Page 6: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Why use workplace based assessments in medical

students?

Importance of clinical skillsDeficiencies in clinical skillsProblems with traditional assessments

Effectiveness of feedback

Page 7: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Importance of clinical skills

Interview and PE are primary source of diagnostic data

Several studies document deficienciesData gathering errors are the most common source of diagnostic errors

Good communication skills improve health status of patients, increase efficiency of care and REDUCE likelihood of litigation

Page 8: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Feedback

Feedback is sought after and valued by medical students and trainees

Feedback is a strong motivator for behaviour change and has been shown to improve confidence and clinical performance

In meta-analyses of the impact of various educational strategies on medical education outcomes, feedback alone effective is effective in 71% of studies (Veloski et al. 2006)

Page 9: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Resources

http://www.elu.sgul.ac.uk/wba/

Page 10: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

How to use the MBBS Workplace-based

Assessment (WBA) resource

All users of the MBBS WBA materials on this website are strongly recommended to:

watch the “Introduction to WBA” video watch the “Giving Effective Feedback” cluster of 3 videos (which set the scene for effective student learning through formative assessment)

Page 11: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

How to use the MBBS Workplace-based

Assessment (WBA) resource

Select additional resources to view by following the guidance after the statement (1-3)

1. “I am unsure about WBA and what is expected of the assessor and the MBBS student.”

2. “I already know about/have taken part in WBA at postgraduate level and want to know what standard to expect of the MBBS students.”

3. “I already know about WBA and what level to expect, but want to check about formative assessment and giving feedback to MBBS students”.

Page 12: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

How to use the MBBS Workplace-based

Assessment (WBA) resource

Watch each of the three clusters of clips – WBA– WBA Examples– Feedback

(there are points and questions to consider beside each clip): – a. Case-based Discussion – b. Mini Clinical Examination– c. Directly Observed Procedural Skill

Page 13: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

How to use the MBBS Workplace-based

Assessment (WBA) resource

There are downloads attached to clips and under the Documents tab: – “Professional Behaviour & Clinical Practice

Assessment Guide” – “Workplace-based Assessment” PowerPoint – “Changes to Assessment of St. George’s

Students on Clinical Attachments” – WBA assessment forms

Page 14: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Effectiveness of feedback

Critical to learning Significant influence on achievement – meta-analyses show efficacy of feedback alone in improvement

But traditionally students are rarely observed….

Page 15: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Promoting effective feedback

To facilitate the student’s own self-reflection.

Prevent the student having misconceptions about performance.

Ascertain whether there is disagreement or resistance to the observer’s comments.

Page 16: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

https://intranet.sgul.ac.uk/teach/Clinical%20skills%20videos/cbd/cbd_bad.wmv

Page 17: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Problems that can occur with giving feedback

include:Non-specific feedback ‘clerk more patients’

Giving personal or emotional response to performance

Fear of criticising the student.

Fear of emotional responses from student.

No time

Page 18: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

https://intranet.sgul.ac.uk/teach/Clinical%20skills%20videos/cbd/cbd_good.wmv

Page 19: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Promoting effective feedback

Optimise the value of feedback by:

Start with the learner’s self-assessment of what went well and what could be improved.

Reinforce important areas and points of specific feedback.

Review understanding and feeling in response to those areas and points.

Formulate a specific and realistic plan with clear, direct goals.

Page 20: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Workplace based assessments

Miller’s pyramid

Single Best Answer

Short Answer Question / Extended Matching Item

Objective Structured Clinical Examination

WORK BASED ASSESSMENTS

WPBA are one component of a comprehensive assessment strategy

Page 21: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

WPBA: ‘the

learning moment’

Constructive feedback by assessor and rating

Assessor facilitates

self appraisal by

learner

Self assessment by learner

Suitable WPBA tool

Agreement between

learner and assessor on

focus of assessment

Agreement of learning

objectives and action plan for learner

Learner demonstrates skill by on

or about real patient

Page 22: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

WPBA: ‘the

learning moment’

Constructive feedback by assessor and rating

Assessor facilitates

self appraisal by

learner

Self assessment by learner

Suitable WPBA tool

Agreement between

learner and assessor on

focus of assessment

Agreement of learning

objectives and action plan for learner

Learner demonstrates skill by on

or about real patient

Page 23: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

WPBA: ‘the

learning moment’

Constructive feedback by assessor and rating

Assessor facilitates

self appraisal by

learner

Self assessment by learner

Suitable WPBA tool

Agreement between

learner and assessor on

focus of assessment

Agreement of learning

objectives and action plan for learner

Learner demonstrates skill by on

or about real patient

Page 24: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

WPBA: ‘the

learning moment’

Constructive feedback by assessor and rating

Assessor facilitates

self appraisal by

learner

Self assessment by learner

Suitable WPBA tool

Agreement between

learner and assessor on

focus of assessment

Agreement of learning

objectives and action plan for learner

Learner demonstrates skill by on

or about real patient

Page 25: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

WPBA: ‘the

learning moment’

Constructive feedback by assessor and rating

Assessor facilitates

self appraisal by

learner

Self assessment by learner

Suitable WPBA tool

Agreement between

learner and assessor on

focus of assessment

Agreement of learning

objectives and action plan for learner

Learner demonstrates skill by on

or about real patient

Page 26: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

WPBA: ‘the

learning moment’

Constructive feedback by assessor and rating

Assessor facilitates

self appraisal by

learner

Self assessment by learner

Suitable WPBA tool

Agreement between

learner and assessor on

focus of assessment

Agreement of learning

objectives and action plan for learner

Learner demonstrates skill by on

or about real patient

Page 27: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

WPBA: ‘the

learning moment’

Constructive feedback by assessor and rating

Assessor facilitates

self appraisal by

learner

Self assessment by learner

Suitable WPBA tool

Agreement between

learner and assessor on

focus of assessment

Agreement of learning

objectives and action plan for learner

Learner demonstrates skill by on

or about real patient

Page 28: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

What is a workplace based assessment?

WBA are observed assessments of clinical practice in the workplace, with feedback to the learner on the strengths and weaknesses of his or her performance.

The key is observed practice and developmental feedback.

Page 29: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Workplace based assessments

Vehicles for offering direct, timely and relevant feedback

High validity, High acceptability, High educational impact. ? Cost –effectiveness

Poor reliability

Page 30: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Key components of a WPBA

Designed to assess a specific skill/taskUse rating scales – to provide information on specific behaviours and the quality and fitness of their performance (vs checklists)Opportunity for feedback to improve subsequent performance

Page 31: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Skills

HistoryExaminationDiagnostic ReasoningManagement – investigations and interventionsEthicsPractical proceduresAcute or chronic contextsGeneral or specificPersonal behaviours relevant to clinical practice

Page 32: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Learner Training programme Public/Employer

Gain feedback Demonstrating trainee progression

Ensuring trainees are competent

Motivation through positive feedback

Contributing evidence for summative decision making

Encouraging excellence

Encourage aspiration to mastery

Identifying doctors in difficulty

Promoting learning and informing learning objectives

Providing data to support decisions involving trainees in difficulty

Providing evidence to inform annual review of competence progression

Providing information when designing remediation packages

Demonstrating progression Identifying patterns of behaviour

Academy of Medical Colleges 2009

Page 33: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

WBA: Assessment challenges: reliability

Inter-observer variability

Intra-observer reliability

Case-specificity

Therefore we are using them formatively

Page 34: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Mini CEX

Should be based on – observed focused history taking,– observed examination – observed higher communication skills

Main domains – history taking, – physical examination skill, – clinical judgement and synthesis, – humanistic skills

Also overall ratingDifferent details in different schemes – number of items and rating scales

Page 35: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith
Page 36: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

How many mini-CEX do you need?

In T year2 CEX per long clinical attachmentSurgeryGP Medicine1 In AMU week

Page 37: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

How many mini-CEX do you need?

In P year2 CEX per long clinical attachment

1 Short Attachments

Exceptions

– O+G – Psychiatry Medicine– Surgery– Senior Medicine– Paediatrics

– AMU week– Speciality

– Neurology 2 CEX (Including GCS)

Page 38: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

How many mini-CEX do you need?

In F year1CEX per long firmSurgery AHOMedicine AHOGP AHO

Page 39: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Direct Observation of Procedural Skills

DOPs allows students to move from procedures learnt in a skills lab to performance in real patients.

Performance of practical procedures involves technical skills but also communication, patient approach and attitudes to analgesia and patient comfort

Page 40: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

DOPS 4P’s

Preparation

Performance

Practice Based Discussion

Progression

Page 41: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

DOPS Assessment

Preparation for DOPSProficient in SIMSObservation in work place of a competent practioner

Consent

Page 42: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

DOPS Assessment

PerformanceSee Clinical Skills LOBSPre clinical and T year LOBS for clinical skills

Page 43: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

DOPS Assessment

Practice Based DiscussionIndicationSafetyInterpretation of result

Page 44: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

DOPS Assessment

ProgressionReflection on performance of the skill in a clinical setting

Learning neededFurther assessment

Page 45: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

DOPS

DOPS compulsory but assessment formative.

Practical procedures must be supervised and assessed by F1 or above, or non-medic who performs procedure routinely in clinical practice e.g. nurse or e.c.g. technician

Standard: Procedurally correct and safe

Page 46: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Supervising DOPS

Are you confident to do the procedure? If not refuse…….

Is the student ready to perform the procedure on a real patient?

Talk through whether the student knows how to do the procedure…..can they accurately describe the detail of the process……if not refuse!

Page 47: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

End of Firm Assessment

Previously had problems Benchmarking results

Page 48: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Clinical Practice Grades by attachment

AHO Medicine

AHO Surgery A&E CCA

AHO GP Public Health

Excellent 214 (73%) 165 (56%) 77 (26%) n/a 160(54%) n/a

Acceptable 80 129 217 294 133 294

Page 49: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Clinical Practice: AHO Surgery by site

No. of students

Page 50: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Clinical Practice: AHO medicine by site

No. of students

Page 51: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Clinical Practice: A+E grades by clinical site

No of students

Page 52: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

GP: Clinical Practice grades by site

No of students

Page 53: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Old Assessment Criteria

Ex - Excellent A - Acceptable CC - Cause for Concern U - Unacceptable

Excellent T year knowledge of basic and clinical science with ability to apply to unfamiliar problems.

Adequate T year knowledge of basic and clinical science, applied to clinical practice.

□ Very limited knowledge of basic and clinical science.

□ Lacks knowledge of basic and clinical science

Good thorough history- taking and consistent fluent examination of all major systems.

Competent basic examination and adequate history-taking, not necessarily with fluency.

□ Unsystematic examination with limited skill and incomplete histories without diagnosis.

□ Unable to do basic examination or formulate sensible diagnoses or rational management.

Demonstrates an excellent for T year, broad analytical approach to diagnostic problems

Adequate T year standard approach to common diagnostic problems.

□ Able to describe key features of common disease but cannot explain them.

□ Unable to explain disease processes.

Excellent, above average T year, consideration of a broad variety of treatment options and able to explain preferred option.

Adequate T year approach to considering treatment options

□ Aware of common treatments but not rationale.

□ Not aware of very basic treatment groups

Excellent awareness and articulation of wider social and societal issues.

Adequate T year awareness of broader psychosocial issues. □ Limited awareness of

psychosocial issues. □ Cannot identify psychosocial issues.

Other..........................................................

Page 54: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

New End of Firm Sign Off

Page 55: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith
Page 56: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith
Page 57: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Doctor as a scholar

Knowledge of basic and clinical science, including pharmacology, as it relates to the clinical practice

Correct identification of important psychosocial and ethical aspects of clinical medicine:

Page 58: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Doctor as a practioner

Information Gathering–History content and technique–Examination content and technique–Patient centredness: communication,

attention to modesty and pain, disability.

Page 59: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Doctor as a practioner

Synthesis of Clinical Problem–Case synthesis: Correctly identifies and

prioritises differential diagnoses–Reasoned and detailed approach to

investigation choices, or interpretation–Treatment Plan: Correct content and

prioritisation with reasoned justification. –Structured and concise medical record

keeping

Page 60: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Doctor as a practioner

Clinical Management–Understand how to prescribe drugs

safely, effectively and economically–Carry out practical procedures safely

and effectively–Communicates effectively with patients –Communicates and colleagues in a

medical context

Page 61: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Advantages

Aligns with Training DoctorsAligns with postgraduate benchmarking

Allows a more tangible assessment of what stage the student is at in the course

Gives more extensive structured feedback

Page 62: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Summary

Clinical Skills and professionalism are core to a doctors practice

DaP is the key to formally assessing this by peer evaluation

Students appreciate effective and timely feedback

Benchmarking is problematic

Page 63: Workplace Based Assessments for Undergraduates: Training for Assessors Leighton SealResponsible Examiner for WBA and Consultant Endocrinologist Dr Judith

Summary

The new assessmentsUse assessment tools based on validated post

graduate training assessment– Trainers/trainees already familiar with them

New system will be electronic– Rapid feedback– Easier – More secure

Benchmarking on expected performance for stage of training– Should allow more standarization of assessments with

better QA