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What is a Case Base Discussion (CBD) LX? 

The Case Based Discussion (CBD) Learning Experience (LX) is a Workplace Based Assessment (WBA) workplace based assessment tool that can be used to provide formative assessment and feedback as part of an approved training and development program and/or for inclusion towards ANZCAP recognition. 

It can be used to facilitate exploration of a pharmacist's professional knowledge and judgement and problems solving skills through retrospective review of a direct patient or indirect patient case.  Similar

The main outcome of the interaction between pharmacist and collaborator should be to promote feedback and reflection of current professional practice (knowledge, critical thinking and problem solving) in a chosen professional setting or topic. 

A CBD is similar to a Case Presentation (CP), a case-based discussion (CBD) in that it allows the pharmacist to highlight their professional knowledge, judgement and problems solving skills through retrospective review of a real case they have been involved in. However, the setting is . The differences between the two is the setting and audience for the review; where a CBD involves a less formal one-on-one discussion with the collaborator .  The main outcome of the interaction between pharmacist and collaborator should be to promote feedback and reflection of current professional practice (knowledge, critical thinking and problem solving) in a chosen professional setting or topic. and a CP involves a more formalised presentation to group of professional colleagues (which includes the collaborator).  

Case Base Discussion (CBD) Process 

A CBD should be conducted in an appropriate working space that lends itself to privacy due to patient confidently and pharmacist comfort. 

Choosing a Case

A Case Based Discussion can focus on either a direct patient or indirect patient case.

Examples 

• Management of renal failure patient 

• Implementation of digital health content build

• A patient who has recently had a MedsCheck or HMR/RMMR completed 

• A patient recently admitted to an aged care facility 

• A patient who has recently been discharged from a hospital  

• Lactation clinic patient 

• Men’s Health clinic patient  

• Complex OTC patient 

Ideally a CBD should focus on a case that is retrospective, where the pharmacist candidate has previously been involved in the health care or service delivery. This allows the discussion between pharmacist candidate and collaborator(s) to focus on justification of professional decision making and to incorporate primary literature or more specialized resources and references. As such the cases discussed in a CBD are likely more complex or specialized scenarios than those that are covered in a Mini-Clinical Examination (Mini-CEX).  

Prior to the CBD the pharmacist and collaborator should confirm the practice recognition level and clinical setting/topic that the CBD case will allow the pharmacist candidate to show. 

Examples 

• Management of renal failure patient 

• Implementation of digital health content build

• A patient who has recently had a MedsCheck or HMR/RMMR completed 

• A patient recently admitted to an aged care facility 

• A patient who has recently been discharged from a hospital  

• Lactation clinic patient 

• Men’s Health clinic patient  

• Complex request by a patient for an over-the-counter (OTC) product

Collaborator

The Collaborator must be familiar with the Case Based Discussion LX process. 

The Collaborator must ensure that they have the required expertise and scope of practice to confidently provide the candidate with feedback on the setting/topic being assessed in the CBD. 

Collaborators may come from a variety of health professional backgrounds e.g. pharmacy, medical, surgical, nursing. 

Further guidance for collaborators involved in this learning experience can be found here.

Learning Experience Details

Practice Recognition Level

The CBD Learning Experience is mapped to:

• Domain 1 of the National Competency Standards Framework for Pharmacists in Australia 2016

• . Please note that not all the domain 1 indicators listed in this document may be relevant to this Learning Experience.

• Domain 1, 2, 3, 5 and 7 of the Competence Standards for Pharmacists in Aotearoa New Zealand Pharmacists, 2023. Please note that not all the Domain 1, 2, 3, 5 and 7 behaviours listed in these competence standards may be relevant to this Learning Experience

Please refer to the ANZCAP recognition descriptors article for the further guidance on markers of performance for each ANZCAP recognition level. The pharmacist and collaborator should indicate on the learning experience tool which of the three levels of practice recognition (resident, register, consultant) they are currently practicing at or a candidate for. Please note that not all the domain 1 indicators listed in this document may be relevant to this Learning Experience.  

Complexity 

In some scenarios the same patient case may be used for pharmacists aiming for different levels of practice recognition. However, the complexity and expected knowledge and skills expected to be displayed will vary.

The pharmacist and collaborator should come to an agreement on the complexity (low, medium or high) of the case in relation to the level of recognition the pharmacist is practicing at.

Collaborator

The Collaborator must be familiar with the Case Based Discussion LX process. 

The Collaborator must ensure that they have the required expertise and scope of practice to confidently provide the candidate with feedback on the setting/topic being assessed in the CBD. 

Collaborators may come from a variety of health professional backgrounds e.g. pharmacy, medical, surgical, nursing. 

Further guidance for collaborators involved in this learning experience can be found here.

Reflection, Feedback & Goal Setting 

The main aim of the CBD as a Learning Experience is to promote feedback and reflection of a pharmacist's professional knowledge, judgement and problems solving skills in a chosen direct patient or indirect patient case. This feedback can cover the clinical/professional aspects of the case as well as the methods that the pharmacist uses to present the case. 

Skill Evaluation

Learning Experience Criteria

Within the CBD LX there are key skills (and descriptors) that the pharmacist candidate and collaborator should discuss during the feedback and reflectionensure are incorporated into the case based discussion. Each skill criteria should be evaluated with comments from the discussion and a marker of; Not yet met, meets , or exceeds or n/a.

The cased based discussion learning experience criteria and definitions are:

Reflection & Goal Development

The main aim of the CBD as a Learning Experience is to promote feedback and reflection of a pharmacist's professional knowledge, judgement and problems solving skills in a chosen direct patient or indirect patient case. This feedback can cover the clinical/professional aspects of the case as well as the methods that the pharmacist uses to present the case. 

Reflection

The CBD tool encourages use of the Pendleton feedback method to guide reflection. This method encourages self-reflection and proactive discussions for development. 

Development Goals

The pharmacist and collaborator are encouraged to utilize the SMART goal technique to develop any learning or development goals that are identified from the reflection and feedback discussion. 

Forms and Templates 

The CBD tool is available on the ANZCAP Digital platform. Ideally pharmacists and collaborators will enter relevant information into the digital tool in real time and confirm involvement and accomplishment of the Collaborative Learning Experience. 

Alternatively, pharmacists may use CBD tools from their own workplace and upload it to the digital platform where they can then confirm completion of a Collaborative Learning Experience. 

LX Documentation 

All evidence of the CBD is documented directly into the ANZCAP digital platform as a Collaborative Learning Experience (LX). For further step by step instructions on how to do this please refer to the How to complete a Learning Experience article.

If ANZCAP members wish to use a CBD form from their own organisation, the completed form may be uploaded into the Supporting Evidence section of the LX. (Please note that for the LX to become validated the candidate must still complete all sections marked with an asterisk (*) and the collaborator must document their involvement via the electronic collaborator declaration process).

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