Training activity information

Details

Present cases in clinical meetings, under supervision, and develop a plan of action

Type

Entrustable training activity (ETA)

Evidence requirements

Evidence the activity has been undertaken by the trainee repeatedly, consistently, and effectively over time, in a range of situations. This may include occasions where the trainee has not successfully achieved the outcome of the activity themselves. For example, because it was not appropriate to undertake the task in the circumstances or the trainees recognised their own limitations and sought help or advice to ensure the activity reached an appropriate conclusion. ​

Reflection at multiple timepoints on the trainee learning journey for this activity.

Considerations

  • Case presentation skills
  • Succinct summarising of pertinent clinical and psychosocial information
  • Multidisciplinary team working
  • Underpinning scientific knowledge

Reflective practice guidance

The guidance below is provided to support reflection at different time points, providing you with questions to aid you to reflect for this training activity. They are provided for guidance and should not be considered as a mandatory checklist. Trainees should not be expected to provide answers to each of the guidance questions listed.

Before action

What does success look like?

  • Discuss the typical expectations for case presentations in your clinical meetings, including the collaborative formulation of a plan of action.

What is your prior experience of this activity?

  • Think about what you already know about presenting clinical information to groups, especially healthcare professionals.
  • Consider possible challenges you might face during the activity, such as synthesising complex information concisely, managing questions, or contributing effectively to a plan of action in a group setting.
  • Acknowledge how you feel about presenting cases to a multidisciplinary team.

What do you anticipate you will learn from the experience?

  • Consider the specific skills you want to develop, such as multidisciplinary teamwork, presentation, communication, and collaborative planning.
  • Identify the specific insights you hope to gain into the dynamics of clinical meetings and how genetic counselling expertise contributes to patient management within the wider healthcare context.

What additional considerations do you need to make?

  • Consult actions identified following previous experiences of presentations or contributions to meetings.
  • Identify important information you need to consider before embarking on the activity, such as the key medical, family, and psychosocial details that need to be highlighted for the chosen case, and the purpose of presenting this case.

In action

Is anything unexpected occurring?

  • Are you noticing anything surprising or different from what you anticipate whilst presenting the case in the clinical meeting?
  • Are you encountering situations such as:
    • An unanticipated question from the team or a challenge to your assessment or proposed plan?

How are you reacting to the unexpected development?

  • How is this impacting your actions? For example, are you responding to the situation appropriately? Are you adapting or changing your approach to responding to the question or challenge in the moment?
  • How are you feeling in that moment? For instance, are you finding it difficult to manage your feelings, such as nervousness or being put on the spot? Is it affecting your confidence in engaging effectively with the multidisciplinary team?

What is the conclusion or outcome?

  • Identify how you are working within your scope of practice. For example, was the challenge resolved or the question answered, and was a coherent plan of action developed?
  • How will you know if you need to bring the case back to your clinical meeting for further discussion?
  • What are you learning as a result of the unexpected development? For example, are you learning in the moment about presenting cases and engaging with the multidisciplinary team, especially when faced with unexpected input?

On action

What happened?

  • Begin by summarising the key steps you took when delivering your presentation and engaging in the subsequent discussion with the team.
  • Consider specific events, actions, or interactions which felt important, such as a question from a consultant that challenged your assessment or the moment the multidisciplinary team agreed upon a cohesive plan of action.
  • Include any ‘reflect-in-action’ moments where you had to adapt to the situation as it unfolded.
  • How did you feel during this experience, e.g., did you feel focused on delivering clear data or stressed by an unexpected challenge from a senior team member?

How has this experience contributed to your developing practice?

  • Identify what learning you can take from this experience regarding presentation and planning. What strengths did you demonstrate, e.g., clear summary of complex history or systematic presentation of options?
  • What skills and/or knowledge gaps were evident, e.g., anticipating challenging questions or providing sufficient depth of detail on non-genetic management options?
  • Compare this experience against previous engagement with similar activities – were any previously identified actions for development achieved? Has your practice improved in engaging effectively with the multidisciplinary team?
  • Identify any challenges you experienced, such as not providing sufficient or relevant information to the discussion and being required to source key details on the spot.

What will you take from the experience moving forward?

  • Identify the actions or ‘next steps’ you will now take to support the assimilation of what you have learnt, including from any feedback you have received, with regards to improving the planning section of your presentation to emphasise management.
  • What will you do differently next time you approach case presentation, for instance, by preparing a template to help present relevant information more concisely?
  • Do you need to practise any aspect of the activity further, such as structuring presentations to emphasise clinical management plans or key learning outcomes related to using counselling supervision?

Beyond action

Have you revisited the experiences?

  • How have your subsequent experiences of structuring case presentations and developing action plans in multidisciplinary settings since completing this specific training activity led you to revisit your initial approach or decisions during that activity? For example, how a subsequent case presentation involving input from a colleague forced you to re-evaluate the robustness of your proposed management plan and anticipation of critical questions during your first attempt at this training activity.
  • Considering what you understand about synthesis, critical thinking, and communication within a team context now, were the actions or considerations you identified after your initial reflection on this training activity sufficient?
  • How have you since implemented or adapted improvements in your presentation technique based on further learning and experiences? For example, how you proactively developed a standardised slide template emphasising clinical management and logical next steps based on feedback, demonstrating you have adapted improvements based on further learning.

How have these experiences impacted upon current practice?

  • How has the learning from this initial training activity, in combination with subsequent case presentation experiences, contributed to your overall confidence and ability in contributing to clinical discussions and proposing logical next steps? For example, how your ability in concisely summarising complex information now enables you to confidently contribute to clinical discussions and develop action plans.
  • How has reflecting back on this specific training activity, combined with everything you’ve learned since, shaped your current approach to structuring case presentations and developing action plans?
  • How does this evolved understanding help you identify when something is beyond your scope of practice or requires escalation?
  • Looking holistically at your training journey, how has this initial case presentation experience, revisited with your current perspective, contributed to your development in meeting the learning outcomes related to using counselling supervision?

Relevant learning outcomes

# Outcome
# 5 Outcome

Use a multidisciplinary approach, including clinical supervision and teamwork to support the diagnosis and management of genetic and genomic disease, referral of patients and appreciate the context of genetic and genomic conditions within wider healthcare management of patients.