Respectfully communicate with patients, staff, and other team members
Meet members of the office, introduce self and understand roles of different providers
Review office policy and procedures with office manager
Shadow the MA or designee, understand their role
Follow a patient through entire office visit
Independently perform MA functions (Intake, Vital Signs)
Objectives
Respectfully communicate with patients, staff, and other team members
Practice interviewing patients and obtain CC and HPI
Practice documenting a patient’s HPI (does not need to be in the EHR)
Practice hip, shoulder, knee, or back/spine PE
Direct observation of obtaining chief complaint and history of present illness, WITH feedback
Objectives
Respectfully communicate with patients, staff, and other team members.
Practice taking a past medical history
Practice back/spine PE
Practice cardiac PE
Practice pulmonary PE
Practice cardiopulmonary focused ROS as appropriate for chief complaint
Practice oral presentation of histories and physical exams
Practice STAGE framework for oral presentations with preceptor (Style, Timing, Audience, Goals, Elicit)
Practice supporting patients in changing health behaviors
Direct observation of obtaining past medical history including medication and allergies, WITH feedback from preceptor
Objectives
Respectfully communicate with patients, staff, and other team members.
Practice taking a family and social history
Identify how the office conducts referrals to obtain imaging or consultation with subspecialists
Work with office to preapprove an insurance claim for procedure or identify the charges for one visit and one procedure
Work with office staff that take patient calls to schedule timely appointments to provide continuity of care.
Use the USPTF website introduced in Longitudinal Group to develop a health prevention or health maintenance plan for a patient
Direct observation of obtaining family history and social history, WITH feedback
Year Two
Objectives
Practice taking a neurologic focused history
Practice neurologic PE
Independently use the musculoskeletal, neurologic focused ROS as appropriate for chief complaint
Practice collecting information on behavioral and psychological issues for patients
Practice collecting information on the self-management needs of patients with chronic illness
Practice documenting a complete patient encounter (does not need to be in the EHR)
Practice giving patient presentation to preceptor
Direct observation of cardiopulmonary or neurologic focused physical exam on a patient with feedback
Objectives
Discuss with office how to assist patients in connecting with peer support groups or other appropriate community resources, for example: hospice, social service agencies, home healthcare and behavioral / mental health resources.
Discuss with office how practice follows‐up on referrals, labs, X-rays, and other patient services
Practice abdominal pain ROS
Practice the PE techniques listed for the abdomen
Practice giving patient presentation to preceptor
Direct observation of cardiopulmonary or abdominal physical exam on a patient with feedback
Objectives
Practice a complete history including CC, HPI, ROS, PMH, FMH and social history
Review with one patient the management of a chronic health issue
Practice a basic assessment and plan on three patients
Direct observation of oral presentation with feedback