Appendix B - Encounter Management Criteria and Rubrics for Assessment

Meets Expectations of the Graduate
Progressing
Below Expectations
Critical Error
PREPAREDNESS: Describes level to which the learner has reviewed their patient cases, charts, and history (medical/dental/social) prior to arrival at their encounter, and overall knowledge about the procedure and engagement. Present, on time, and engaged Present, on time, but lacking engagement/participation Late or disengaged Late and disengaged
Demonstrates thorough review of patient chart and its implications for the visit prior to arrival (including medical/dental/social history) Demonstrates a complete review of the patient chart but is not clear on implications for the visit Demonstrates an incomplete review of the patient chart or reviews chart upon arrival and is not clear on implications for the visit Demonstrates an imcomplete review of the patient chart or reviews chart upon arrival and is unclear on implications for the visit, which could cause patient harm.
Knowledgeable about procedure(s) to be performed Appropriately knowledgeable about the procedure(s) to be performed based on current level of understanding (D2/D3) Requires prompting to provide a reasonable rationale for the procedure(s) being performed Unable to provide a reasonable rationale for the procedure(s) being performed
Meets Expectations of the Graduate
Progressing
Below Expectations
Critical Error
TIME MANAGEMENT: Describes level to which the learner safely and efficiently paces and sequences the encounter (including expected post-encounter charting). Practices efficiently and avoids distractions in order to achieve optimal outcomes; finishes within expected time frame Practices efficiently given the learner level, including limiting procrastination and distractions; finishes before 11:30 a.m. or 4:30 p.m., but uses entire time to complete procedures, delaying charting Practices inefficiently (e.g. improperly sequencing a procedure) given the learner level or is easily distracted; finishes past 11:30 a.m. or 4:30 p.m. for respective clinic morning or afternoon slots Practices inefficiently (e.g. improperly sequencing a procedure); easily distracted and works past 11:30 a.m. or 4:30 p.m. for respective clinic morning or afternoon slots resulting in incomplete care
Meets Expectations of the Graduate
Progressing
Below Expectations
Critical Error
SAFETY AND INFECTION CONTROL: Describes level to which the learner complies with regulatory guidelines for maintaining safety and infection standards consistent with a dental practice. Complies with safety regulations without needing a reminder (i.e., mask, eye protection, gown, radiology apron) Requires a reminder to properly use safety equipment Requires more than one reminder to properly use safety equipment Does not comply with safety equipment standards or breaches other safety protocols, increasing the potential for patient harm
Follows infection and biohazard control standards to ensure adequate asepsis and proper disposal of hazardous waste Makes one non-critical infection or biohazard error (i.e., leaves operatory with gloves on) Makes repeated non-critical infection or biohazard errors Breaches infection control protocols, increasing the potential for patient and/or team harm
Meets Expectations of the Graduate
Progressing
Below Expectations
Critical Error
DOCUMENTATION COMPLETENESS AND ACCURACY: Describes level to which the learner interprets and securely documents patient data. Accurately documents most pertinent and necessary information Accurately documents most pertinent and necessary information but leaves out one component Does not accurately document necessary information or leaves out multiple components. Does not accurately document necessary information and leaves out a component(s) of patient documentation, increasing the potential for patient harm
Ensures documentation is compliant with laws and regulations Requires minor reminder to ensure documentation is compliant with laws and regulations Requires significant reminder(s) to ensure data is compliant with laws and regulations Documentation is not compliant with laws and regulations, increasing the potential for patient harm
Submits documentation by midnight following clinical appointment Does not sign note by midnight following the clinical appointment Fails to submit documentation following the clinical appointment, requiring reminder from faculty. Submit documentation and sign more than 48 hours following clinical appointment