Navigation tip: Click on the shield in the top left corner at any time to return to ANZCAP Info Hub and Help Centre home page.

Summary

This article contains information on how to complete a Collaborative Case Based Discussion on the ANZCAP digital platform.

What is a Case Base Discussion (CBD) LX?

The Case Based Discussion (CBD) Learning Experience (LX) is a 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.

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) in that it allows the pharmacist to highlight their professional knowledge, judgement and problems solving skills through retrospective review of a case. 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 and a CP involves a more formalised presentation to group of professional colleagues (which includes the collaborator).

Case Base Discussion (CBD) Process

🧩 Prepare

🗓️ Engage

💭 Reflect

Candidate identifies a suitable case for discussion as a collaborative CBD LX
Candidate identifies a suitable collaborator and arranges a time to complete the CBD
Candidate and collaborator confirm the candidates ANZCAP recognition level and the practice area that the CBD focuses on

Candidate verbally presents the case to the collaborator
Collaborator explores the candidates knowledge and skills by asking follow up questions of information presented

This discussion should typically take 15-20 minutes.

Candidate and collaborator reflect on the discussion utilizing the Pendleton/Positive critique method
Collaborator assists candidate 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 CBD should take between 20-30 minutes.

Some collaborators who are conducting a CBD with a pharmacist in a formalized training program may choose to use this LX as an initiation for delivery of formal teaching which may extend this time. This is an extension of the CBD LX and not a requirement.

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. Ideally a CBD should focus on a case that is retrospective, where the candidate has previously been involved in the health care or service delivery. This allows the discussion between 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 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 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.

Learning Experience Criteria

Within the CBD LX there are key skills (and descriptors) that the candidate and collaborator should ensure are incorporated into the case based discussion. Each criteria should be evaluated with comments and a marker of; Not yet met, meets or exceeds.

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.

The cased based discussion learning experience criteria and definitions are:

Professional Reasoning	Identifies and utilises relevant references for the case and practice recognition level.
Professional Decision Making	Uses professional autonomy to develop a safe and effective management plan.
Organisation/Efficiency	Presents key information of the case in a logical and efficient manner.
Assessment	Identifies and prioritises key issues in the case.
Follow up and Reflection	Develops a follow up plan to monitor case outcomes and engages in discussion with collaborator and/or colleagues about outcomes.
Communication	Communicates all required information in a clear and concise manner and engages in collaborative discussion with collaborator, colleagues or learners.
Professionalism	Displays expected characteristics of responsibility, integrity, accountability, and excellence for practice recognition level.

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.

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 CBD tool and not a requirement.

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).

Can’t find what you are looking for? Search the ANZCAP Info Hub and Help Centre or Contact us with your questions or request further assistance.

In this article