Appendix B - Encounter Management Criteria and Rubrics for Assessment
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Meets Expectations of the Graduate
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Progressing
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Below Expectations
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Critical Error
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|---|---|---|---|---|
| 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 | |
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Meets Expectations of the Graduate
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Progressing
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Below Expectations
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Critical Error
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|---|---|---|---|---|
| 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 |
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Meets Expectations of the Graduate
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Progressing
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Below Expectations
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Critical Error
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|---|---|---|---|---|
| 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 | |
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Meets Expectations of the Graduate
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Progressing
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Below Expectations
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Critical Error
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|---|---|---|---|---|
| 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 | ||