IN-TRAINING ASSESSMENT REPORT (ITAR)

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Trainee Name: Rotation: Mental Health Trainee Level: Start Date: End Date: Block(s): Goals & Objectives: Considering the present level of training and, on review of training milestones, assess the resident performance in the following areas: 1 * unsatisfactory well below expected level 2 marginal additional work needed 3 good performance at the expected level 4 very good area of strength 5 excellent exceptional performance * must provide comment when selecting Medical Expert Demonstrates an appropriate mental health knowledge base appropriate to level of training Gathers relevant information (e.g. through history and physical) and uses that information to generate appropriate differential diagnoses Able to integrate psycho-social and cultural aspects of normal human development into family practice with special regard for knowledge of family systems, life cycle, and relationship dynamics Recognizes and diagnoses mental health problems commonly coexisting with health issues Recognizes and provides care to patients presenting with a history of abuse Recognizes and appropriately refers patients with emergent psychiatric conditions Describes and utilizes specific approaches to screening for, recognizing, diagnosing and managing common (key) mental health conditions Demonstrates familiarity with the DSM diagnostic criteria for common disorders Prescribes appropriate pharmacological treatment for common psychiatric conditions and demonstrates skill in counseling patients regarding the potential side effects of these treatment options and in safely adjusting medications appropriately Employs specific primary care counseling skills that have either been designed for or are useful in a family practice Page 1 of 5

Communicator Establishes effective therapeutic relationships with patients and their families, which incorporates racial, cultural, socio-economic and gender considerations Utilizes patient centred interviewing skills and seeks corroborating information as needed Shares information and explanations that are clear, accurate and timely while checking for patient and family understanding Effectively communicates with patient s families and addresses their needs and expectations Communicates clearly and concisely across all domains (charting, letters, reports, transfer of care) and mediums (oral, written, electronic) Collaborator Works effectively with other members of the health care team. Participates effectively in inter-professional team meetings and contributes effectively to the shared psychiatry-fm model of practice Constructively works towards resolving conflict Leader/Manager Manages time and resources effectively Selectively initiates referrals considering likely benefit to the patient and availability of resources Completes patient related paperwork effectively and in a timely fashion Health Advocate Identifies vulnerable or at-risk patients and initiates appropriate interventions when their health care needs are not being met by health care system Is familiar and knows how to access community-based resources for patients Identifies when determinants of health are impacting patients and/or the communities in which they live Page 2 of 5

Scholar Recognizes knowledge gaps and seeks appropriate resources to address these gaps. Integrates best available evidence into clinical decision-making Effectively teaches others (e.g. other learners, other healthcare professionals, patients/families) Delivers presentations at teaching sessions and rounds which are well-prepared, clear and concise with appropriate use of technology Professional Demonstrates professional behaviour and a commitment to high ethical standards Demonstrates a commitment to excellence in all aspects of practice Recognizes and responds to ethical issues encountered in practice Recognizes his/her limitations and seeks assistance appropriately Is consistently available and responds in a timely fashion when on call Reliably attends all scheduled activities and ensures patient care is transferred appropriately when unavailable Entrustable Professional Activities (EPAs) Please provide an opinion as to this resident s ability to perform the following EPAs: (Note: final decisions regarding entrustability will be made by the program) 1. cannot practice the EPA * 2. practice with full supervision 3. practice with supervision on demand 4. unsupervised practice 5. can supervise others * 5. Identify, diagnose, evaluate and manage patients with common mental health issues 26. Provide expert advice and obtain consultation for patients Page 3 of 5

* must provide comment when selecting DEPARTMENT OF FAMILY MEDICINE DATA SOURCES: Number of field notes used for this evaluation: Procedure log reviewed for this rotation: OVERALL COMMENTS: Please give examples and elaborate on strengths and areas for improvement identified. * There MUST be a comment for any rating indicated by an asterisk STRENGTHS: AREAS FOR IMPROVEMENT: OVERALL ASSESSMENT OF RESIDENT S PERFORMANCE Major lapses and/or multiple minor lapses precluding independent performance of goals and objectives of this rotation Minor lapses but not impairing overall safety or patient outcomes Consistently performs the objectives competently and safely Frequently functions at a level beyond that described in the goals and objectives and expected of a successful resident in this rotation Routinely functions at a level beyond that described in the goals and objectives and expected of a successful resident in this rotation Fail Borderline Pass Pass Vacation/Conference/Sick Time: This assessment was completed by: One individual (please name): A group: (list members): Other: Name of rotation coordinator: ITAR completed by: ITAR discussed with resident by: Date discussed: Not discussed (state reason): Resident s comment: Page 4 of 5

I agree with this evaluation DEPARTMENT OF FAMILY MEDICINE I disagree with this evaluation Resident s signature: Date: Any concerns about the above assessment should be addressed by completing the Request for Review of Assessment Form available in the Program Office and returned by the resident within one week of the date of the evaluation. Date reviewed by the Site Education Director: Comments: Page 5 of 5