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Summary
This article contains information on how to complete a Collaborative Case Presentation.
What is the Case Presentation (CP) LX?
The Case Presentation is a Workplace Based Assessment (WBA) tool that can be used to provide formative assessment 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 ability to orally present a case to colleagues. The case included in the oral presentation will be retrospective in nature and can be from a direct patient or indirect patient area of practice.
Similar to a Case Based Discussion (CBD), a case presentation allows the pharmacists to highlight professional knowledge, judgement and problems solving skills through retrospective review of a real case they have been involved in. However, the setting is a more formal oral presentation to a group of colleagues rather than a one-on-one 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, problem solving and presentation skills) in a chosen professional setting or topic.
Collaborative Case Presentation Process
The process for completing a collaborative CP is as follows:
🧩 Prepare
🗓️ Engage
💭 Reflect
The pharmacist identifies an opportunity to participate in a case presentation opportunity.
The pharmacist identifies a suitable colleague amongst the audience to be the collaborator (for those in an approved training and development program this may involve inviting a collaborator to the presentation).
Prior to the case presentation the pharmacist and collaborator should also confirm the practice recognition level and clinical setting/topic that the CP is to focus on.
Pharmacist completes the case presentation
Pharmacist and collaborator engage in reflection of this discussion utilizing the Pendleton/Positive critique method
Collaborator assists pharmacist to identify key development goals from the reflection utilizing the SMART goal method
The reflection and goal setting should typically take 10-15 minutes
The total time for a CP is variable depending on the case presentation opportunity available. After completion of the presentation the discussion between pharmacist and collaborator should take between 10-15 minutes.
The final discussion aspect of the case presentation 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 Presentation can focus on either a direct patient or indirect patient case.
Examples
Management of a person with challenging diabetes
A patient who has recently had an HMR/RMMR
Identifying and managing a significant adverse drug reaction
Management of a person with multi-resistant infection
Ideally a CP should focus on a case that is retrospective i.e., a case that the pharmacist has been involved in the delivery or care. Ultimately the case, complexity and presentation style will vary depending on the professional setting that the pharmacist has available to present at.
Prior to the CP the pharmacist and collaborator should confirm the practice recognition level and clinical setting/topic that the CP case will allow the pharmacist to show.
Practice Recognition Level
The Case Presentation Learning Experience is mapped to:
Domain 1 & 2 of the National Competency Standards Framework for Pharmacists in Australia 2016. Please note that not all the domain 1 & 2 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.
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 Presentation tool 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 CP.
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 CP as a Learning Experience is to promote feedback and reflection of a pharmacist's knowledge, critical thinking, problem solving and presentation 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 individuals presentation skills.
Skill Evaluation
Within the CBD tool there are key skills (and descriptors) that the pharmacist and collaborator should discuss during the feedback and reflection. Each skill should be evaluated with comments from the discussion and a marker of; Not yet met, meets, exceeds or n/a.
Not yet met | Performance does not yet meet the expected for the indicated practice recognition level. |
Meets | Performance meets the standard expected for the indicated practice recognition level. |
Exceeds | Performance is above the standard expected for the indicated practice recognition level and is moving towards progression in recognition level. |
Feedback
The CP 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.
Although some collaborators who are also supervisors or clinical educators in a formalized training program may choose to use this tool as an initiation for delivery of formal teaching, this is an extension of the CP LX and not a requirement.
Forms and Templates
Evidence of the CP 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 CP 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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