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. 2017 Apr 18;51(8):812–825. doi: 10.1111/medu.13286

Table 2.

Definitions of the characteristics that influenced a trainee's approach to and ability to perform the tasks of patient follow‐up and documentation

Diligence The extent to which trainees take a comprehensive approach to generating a problem list, pay careful attention to detail (e.g. ensuring the past medical history and medication list are accurate and up to date) and persistently pursue information that is unclear or incomplete
Relationship to the team
Dependent Reliant on team members and rules for directing practice and clinical decision making. Rarely seeks to find answers to clinical questions independently prior to reviewing with team
Independent Participates in minimal review or discussion with other members of the team regarding patient care and clinical decision making outside of team rounds. Documentation practices reflect less recognition of the need for others to be able to use the trainee's notes during overnight call or when taking over care
Collaborative Performs tasks independently within the scope of his or her ability, seeking assistance when necessary. Develops tentative approach to managing patient issues for review with the team. Communication practices (written and oral) support progressive collaborative refinement
Level of performance
Data Gatherer Follows rule‐based approach to follow‐up history, physical examination and documentation regardless of patient familiarity or complexity. Identifies issues to be addressed but does not consistently contextualise them in relation to existing problems. May not fully understand the reasoning behind investigations into and management plans for patients
Sensemaker Engages in the activity of making sense of his or her patients through the development and elaboration of problem lists, diagnosis and differential diagnosis. Tries to contextualise physical findings and diagnostic information in relation to the patient's active and chronic active issues
Manager Uses strategic and comprehensive follow‐up and documentation practices, purposefully contextualising information to identify all of the issues that need to be addressed at the bedside. Develops a prioritised differential diagnosis and management plan for active issues and chronic problems