Category: EPA-1

EPA 1A: Obtain a Patient History

SCOPE OF WORK: This activity includes gathering chief concern, general health, medications, oral health, and personal/ psychosocial factors for comprehensive and periodic visits.

Domains of Competence
  • Person-Centered Care
  • Critical Thinking and Decision Making
  • Biomedical Science Application
Knowledge
  • Components of patient history
  • Disease processes
  • How to access appropriate and reliable resources to address knowledge gaps (e.g., UpToDate)
  • Branching tree questioning process
  • Strategies for effective communication with diverse populations
  • Required documentation of patient history components in electronic patient record (Epic Wisdom)
Skills
  • Effective communication, including developing patient rapport and trust
  • Apply knowledge of disease processes to identify appropriate information needed
  • Identify relevant/essential information for diagnosis, treatment planning, and determining outcomes
  • Identify gaps in knowledge and appropriate resources (e.g., UpToDate)
  • Apply critical thinking skills to distinguish relevant information
  • Use branching tree questioning process to decide when and how to explore further
  • Properly document elements/components of patient history in electronic patient record (Epic Wisdom)
Obtain a Patient History
Meets Expectations of the Graduate
Progressing
Below Expectations
Critical Error
Identification and Recording of Chief Concern Correctly identifies and records chief concern and all significant general health, oral health, and psychosocial problems Correctly identifies and records chief concern, general health, oral health, but may omit some details or leave out psycho-social issues Identifies and records chief concern, but fails to identify significant general health, oral health and/or psycho-social problems Fails to identify and record patient’s chief concern or any potentially lifethreatening medical problems
INFORMATION GATHERING Obtains a thorough, accurate history in an organized and systematic manner using person-centered communication1
  • Chief concern & history (present illness)
  • Medical/general health history
  • Oral health history
  • Psychosocial history, including substance use
Obtains most of the pertinent information; flow is generally organized and systematic; communication skills are predominantly person-centered Fails to obtain the patient history in an organized, systematic manner, or to utilize person-centered communication, leading to incomplete pertinent information Fails to obtain critical information from patient history

1 Refer to Standardized Patient Encounter Communications Skills Rubric (Used by SP)

Ratings on "Person-Centered Care" and "Documentation" for this encounter will be included for the assessment of this task.