Curriculum Inventory Developer’s Workshop Part III: Clerkships, Electives and other Rotations and Tracks Walter Fitz-William Sr. Program Operations Specialist.

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Curriculum Inventory Developer’s Workshop Part III: Clerkships, Electives and other Rotations and Tracks Walter Fitz-William Sr. Program Operations Specialist AAMC June 14, 2017

Objectives Discuss the types of data that should be entered for Clerkships and Electives Identify sources for gathering Clerkship and Electives data Explain options for entering one iteration of a clerkship Describe how nested sequence blocks might be used in documentation of Clerkships and Electives Discuss documentation of tracks in the Curriculum Inventory Describe options for entering ‘Colleges,’ ‘Academies,’ ‘Bootcamp,’ ‘Sub-Internships,’ Small Groups, and other student/content groupings options Terri www.aamc.org/cir

Quick Review Part I Part II Part III MedBiq CI Specification AAMC Business Rules Part II Competencies Part III Clerkships, Electives, Selectives, Tracks Valerie www.aamc.org/cir

Quick Review Sequence Block Metadata Title Academic Level Timing: Dates / Duration Expectations Events Instructional Methods Assessment Methods Resources Nested Sequence Blocks Integration Blocks Valerie www.aamc.org/cir

Quick Review Duration Event Duration – in hours and minutes PT20H PT1H30M Sequence Block Duration – in days (Timing_Duration) P60D P7D 5 days = 1 week (10-week clerkship = 50 days) Clerkships must also specify Timing_Dates (Start and End dates) Best Practice: Start and End Dates should be for duration of all iterations <Dates> <StartDate>2012-07-01</StartDate> <EndDate>2013-06-30</EndDate> </Dates> Valerie

Questions? Terri

Documenting clerkships Terri

Clerkship ‘Iteration’ Should represent core activities that majority of students are exposed to Select one rotation for upload A specific rotation First, Last Create an upload version of a rotation May be rotation or integrated Naming it “…Clerkship” won’t do Kludge to cross Academic Level Create Sequence Block in each Academic Level Terri

Clerkships What to Document Clerkship (Sequence Block) name and description All activities Didactics Conferences (M&M, Tumor Board, X-Ray, etc.) Rounds (Ward, Attending, etc.) In-patient and Out-patient Activities Assessment(s) (for each event and/or for Clerkship) How to document <ClerkshipModel>x</ClerkshipModel> Where x = integrated or rotation What if the clerkship is both integrated and a rotation? Choose integrated: Sequence Block dates compared to duration shows that clerkship is both integrated and a rotation Terri www.aamc.org/cir

Sequence Block Nesting A E B F I J 1 2 Sequence blocks can be nested No restriction on the number of nest levels Can represent a track or options where only some of the clerkships or courses are required Sequence blocks may be: Required, Optional, Required In Track Ordered, Unordered, Parallel You may require a minimum or maximum # of nested sequence blocks (selectives) A E B F I J 1 2 A E B F I J 1 2 Valerie A E B F I J 1 2

Knowledge Check You have 9 Phase 2 clerkships; 5 are required. They may occur in any order. How would we represent that? Required, optional, or required in track? Ordered, unordered, parallel? Minimum? Maximum? Valerie

Knowledge Check You have 9 Phase 2 clerkships; 5 are required. 8 must be taken. They may occur in any order. How would we represent that? Clerkships, required = Required, order = unordered, minimum = 8, maximum = 8 Medicine, required = Required Duration – 60 days Surgery, required = Required Duration – 40 days Pediatrics, required = Required Duration – 30 days OB/Gyn, required = Required Duration – 30 days Valerie Neurology, required = Required Duration – 20 days Psychiatry, required = Optional Duration – 20 days Ambulatory, required = Optional Duration – 20 days Anesthesiology, required = Optional Duration – 20 days Emergency medicine, required = Optional Duration – 20 days

Review Curriculum Management Systems Scheduled activities or ‘Upload Version’ Dates / Duration Instructional methods Assessment methods Resources Objectives (expectations) Add the XML Elements Academic Level Calculate duration in days Clerkship Model Valerie

Quick Summary Clerkships are entered as Sequence Blocks. Expectations for Clerkships are referenced at the Sequence Block Level. Single rotation: Instance or Model? Clerkships are distinguished from other Courses by the use of the Clerkship Model attribute. Terri www.aamc.org/medaps

Documenting integrated and longitudinal curricula Terri

Integrated / Longitudinal Clerkships The Consortium of Longitudinal Integrated Clerkships (CLIC) states that longitudinal integrated clerkships (LICs) have the following common core elements: Medical students participate in the comprehensive care of patients over time Medical students have continuing learning relationships with these patients’ clinicians Medical students meet, through these experiences, the majority of the year's core clinical competencies across multiple disciplines simultaneously. Terri

Integrated / Longitudinal Clerkships Multiple options for documenting: Show as single Sequence Block Clerkship Model: Integrated Nested Sequence Block(s) Data Requirements/Sources: Same as for discipline-specific clerkships Issues: All / most students participate? Separate assessments? Terri

Documenting Electives Terri

What data should be entered? Two options – use one or both: ‘Overall’ Elective Program All Elective Courses Both options are Sequence Blocks and should include: Name Events with Instructional Method(s) Events with Assessment Method(s) Objectives (Expectations) Terri

Electives What to Document Electives Program Requirements Use Timing_Dates to show entire time period when electives are offered Use Expectations to describe expectations of the Overall Electives Program Elective Courses Use Timing_Duration to show number of days for each Elective (5 days = 1 Week) Use Expectations to describe expectations of the Elective Course Events Each Elective Course must have at least one event (Instructional Methods, Assessment Methods, Resources, Expectations, etc.) Terri www.aamc.org/cir

Electives Options for Uploading Best Practice Other Options Electives Program Requirements as Sequence Block Elective Courses as Nested Sequence Blocks Other Options Elective Courses as individual Sequence Blocks Electives Program Requirements Only Use Timing_Dates to show Start and End Dates for entire time period when electives are offered Use Expectations to describe expectations of the Electives Program Use Description to describe specific requirements (Sub-I, x number of weeks per specialty, etc.) Terri www.aamc.org/cir

Electives Data Sources Curriculum Management Systems Scheduled activities or ‘Upload Version’ Online Electives Catalogs Evaluation Systems Entering data Conversation between curriculum office and vendor / developer to choose best option Enter as ‘Representative Data’ Pull one iteration of each scheduled Elective Other ideas? Terri www.aamc.org/cir

Selectives What to Document Selectives Course (Sequence Block) Requirements Timing_Dates of the Selective Requirement Expectations of the Selective Requirement Selective Courses (Nested Sequence Blocks) Timing_Duration to show number of days for Selective Courses (5 Days = 1 Week) Expectations of the Selective Courses Is each Nested Sequence Block (Selective Course) required or optional? Events Each end-point Sequence Block must have at least one event (Instructional Methods, Assessment Methods, Resources) Valerie www.aamc.org/cir

Electives You have 20 Electives that must be taken in a 40-week period; 2 are required. 10 must be taken. They may occur in any order. How would we represent that? Electives, required = Required, order = unordered, minimum = 10, maximum = 12 Sub-Internship, required = Required Duration – 20 days Basic Sciences Critical to Clinical Practice, required = Required Duration – 20 days Family Med Elective, required = Optional Duration – 20 days OB/Gyn Elective, required = Optional Duration – 20 days Surgery Elective, required = Optional Duration – 20 days Neurology Elective, required = Optional Duration – 20 days Psychiatry Elective, required = Optional Duration – 20 days Medicine Elective, required = Optional Duration – 20 days Anesthesiology Elec., required = Optional Duration – 20 days ER Elective, required = Optional Duration – 20 days Valerie Pediatrics Elective, required = Optional Duration – 20 days Critical Care Elective, required = Optional Duration – 20 days Ambulatory Elective, required = Optional Duration – 20 days History of Med Elec., required = Optional Duration – 10 days Bus of Med Elec, required = Optional Duration – 10 days Cost of Care Elec, required = Optional Duration – 10 days Physician & Society El, required = Optional Duration – 10 days ENT Elective, required = Optional Duration – 20 days Orthopaedics Elec., required = Optional Duration – 20 days Thoracic Elective, required = Optional Duration – 20 days

Selectives Options for Uploading (Best Practice) Selectives Course Requirements as Sequence Block Use Timing_Dates to show entire time period when Selective Requirement occurs Use Expectations to describe expectations of the overall Selectives Course Selective Courses as Nested Sequence Blocks Use Timing_Duration to show number of days for each Selective Course (5 days = 1 week) Use Expectations to describe expectations of the specific Selective Course Events Each Sequence Block should have at least one Event (Keywords, Duration, Instructional Methods, Assessment Methods, Resources) Selectives www.aamc.org/cir

Knowledge Check You have 8 fourth year sub internships; 1 is required. How would we represent that? Required, optional, or required in track? Ordered, unordered, parallel? Minimum? Maximum? Valerie

Knowledge Check You have 8 fourth year sub internships; 1 is required. How would we represent that? Sub Internships, required = Required, order = parallel, minimum = 1, maximum = 1 Medicine Sub-I, required = Optional Duration – 20 days Surgery Sub-I, required = Optional Duration – 20 days Pediatrics Sub-I, required = Optional Duration – 20 days OB/Gyn Sub-I, required = Optional Duration – 20 days Emergency Medicine Sub-I, required = Optional Duration – 20 days Family Medicine Sub-I, required = Optional Duration – 20 days Psychiatry Sub-I, required = Optional Duration – 20 days Anesthesiology Sub-I, required = Optional Duration – 20 days After previous

Colleges,’ ‘Academies,’ ‘Bootcamps’ What to document Sequence Block for Requirement Timing_Dates (Entire time period) Expectations Nested Sequence Blocks for each Option Timing_Duration (5 Days = 1 Week) Expectations? Nested Sequence Block for each ‘Course’ in the Option Events Instructional Methods Assessment Methods Resources Valerie www.aamc.org/cir

Colleges,’ ‘Academies,’ ‘Bootcamps’ Sequence block, required=Required, order=Parallel, minimum=1, maximum=1 College 1 Required=Optional College 2 Required=Optional College 3 Required=Optional College 4 Required=Optional

PBL / TBL / Small Groups What to Document One iteration of each specific session (e.g., by case or content) as Event Duration of the specific event for the case or content (in hours) PT20H PT1H30M Metadata: Instructional Methods Assessment Methods Resources Expectations Terri www.aamc.org/cir

PBL / TBL / Small Groups Options for Uploading Upload one set of events (one student group) for upload Create an upload version of a set of events Issues “Each student group has different learning issues” Same concept as for all teaching sessions – enter faculty objectives for cases/small group discussion Terri www.aamc.org/cir

Typical hrs/wk formal instruct** Multiple Sites What to Document One curriculum per institution LCME: “Show sum of lectures, conferences, and teaching rounds; range of hours if there is significant variation across sites” *Include the number of sites used for inpatient teaching and the number of sites used for outpatient teaching in the clerkship in the following format: # inpatient / # outpatient **Sum of lectures, conferences, and teaching rounds; show the range of hours if there is significant variation across sites   Clerkship Total wks % Amb. # Sites used* Typical hrs/wk formal instruct** Clinical encounter criteria† (Y/N) Patient log Terri www.aamc.org/cir

Multiple Sites Options for Uploading One iteration of each Sequence Block Representative curriculum that most students experience Upload all iterations and CI Reports will create summary data for your institution or exclude your institution from certain reports Issues? Terri www.aamc.org/cir

Tracks What to Document One curriculum per institution Options for Uploading Nested Sequence Blocks Sequence Block for each Academic Level Parallel Nested Sequence Blocks for each Track Additional Nested Sequence Blocks to enter individual courses for each Track Representative curriculum that most students experience Medical education track: A parallel program of study for a subset of the medical student body that requires participating students to complete specific programmatic learning objectives (e.g., in research, primary care, leadership) in addition to the medical educational program objectives required of all medical students. (Element 5.12) Terri www.aamc.org/cir

Regional Campuses Contact us if you want to document a regional campus. ci@aamc.org wfitzwilliam@aamc.org tcameron@aamc.org Terri www.aamc.org/cir

Pearls A Sequence Block Week is 5 Days Clerkships are Sequence Blocks with Clerkship Model (Rotation or Longitudinal) <ClerkshipModel>rotation</ClerkshipModel> Check date / duration formats <ReportDate>2011-08-04</ReportDate> <ReportingStartDate>2010-07-01</ReportingStartDate> <ReportingEndDate>2011-06-30</ReportingEndDate> <StartDate>2010-05-15</StartDate> <EndDate>2011-08-22</EndDate> <EventDuration>PT90M</EventDuration> <EventDuration>PT1H30M</EventDuration> <Duration>P13D</Duration>

Pearls Events must have Instructional Method OR Assessment Method(s) OR Both Use Instructional Method and Assessment Method UIDs!!!! <InstructionalMethod primary="true">IM013</InstructionalMethod> <AssessmentMethod purpose="Summative">AM012</AssessmentMethod> Can have multiple Instructional Methods but one must be Primary Can have multiple Assessment Methods – no Primary Must have Duration Formative / Summative Assessment Events No Instructional Methods

Questions? Terri

2016-2017 Schedule Staging available now School Portal Opens: August 1 School Portal Closes: September 30 Status e-mail sent to CI Primary Admin, Curriculum Dean, and School Dean: September 30 Data clean-up/reporting starts: November 1

Resources Curriculum Inventory Implementers’ Listserv: http://medbiq.org/mailman/listinfo/ciimplementer_medbiq.org Competency Framework Specs and Schemas: http://www.medbiq.org/working_groups/competencies/index.html AAMC Curriculum Inventory Developer Resources: https://www.aamc.org/initiatives/cir/about/349624/fordevelopers.html Physician Competency Reference Set URIs: https://www.aamc.org/external/348732?url=https://www.mededportal.org/icollaborative/resource/793 MedBiquitous: www.medbiq.org Curriculum Inventory Working Group: http://www.medbiq.org/curriculum_inventory Competencies Working Group: http://www.medbiq.org/working_groups/competencies/index.html ‘For Developers’ Section of www.aamc.org/cir Sample XML file and Verification Report from UCSF CI XML Template from UVA Slides/Recordings from Past Training Webinars Registration for Upcoming Webinars

Questions? List of upcoming Curriculum Inventory Webinars and materials from today’s session: www.aamc.org/cir