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Microskill #1 - Set Goals and Expectations

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Set expectations from a single point encounter

The general discussion with your student or resident about goals and expectations for the entire rotation sets the stage for adult learning to occur with each patient encounter. Although your practice is a tremendous resource, too much of a good thing can be confusing.

The preceptor should select which patients the learner will see based on the potential for learning and provide any necessary background information. Encourage learners not to focus on charts, but to gather their own data directly from patients

Before the student or resident enters the patient room, briefly establish both your expectations and the time by which you expect the learner to report back to you. The microskills are designed to optimize the "reporting back" encounter between learner and preceptor – those precious five minute episodes outside the patient room where medicine is really learned.

For example. . .

Learning focused on diagnostic skills,
"Meet me back here in 15 minutes and present a problem list and differential"

Learning focused on management issues,
"The diagnosis is pretty clear. Review all the results with the patient, discuss the treatment options and let me know in about 30 minutes what you think will work the best for her".

Set goals and expectations for the entire rotation

Validate that these new goals fit with the overall goals of the rotation and the scope of your practice

All rotations are relatively short. Encourage learners to focus on the most important objectives – and ones that can be achieved in the time and within the resources of your practice. If you have concerns, check with the department.

Hold the learner to achieving these goals

As the "coach", the preceptor’s principal responsibilities are to provide opportunities to learn and monitor progress. Providing opportunities includes for example making sure the learner sees the appropriate patients, has access to the books and learning materials, is introduced to the contacts, or is scheduled to spend time with the appropriate people such as office manager, nurse, or discharge planner. Monitoring progress involves revisiting the goals on several occasions during the rotation and providing constructive advice. This also demonstrates to the learners that physicians in practice have to continually learn and update their skills.

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Community-Based Teaching Benefits - Strategies for Teaching in a Busy Practice
The Precepting Microskills - Observation and Feedback - Bedside Teaching
What is Evidence-Based Medicine? - Teaching Evidence-Based Medicine
The Ten-Minute Talk - Strategies Home Page

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