Guidelines to help objectively assess a practitioner's clinical competence.
Most hospitals and their medical staffs do little or nothing to prepare a staff member to proctor. This week’s quick tip is a list of things proctors should and shouldn’t do.
- Inform the relevant medical staff leader who assigned you the proctor role if you realize you have a conflict of interest.
- Introduce yourself to all parties who will observe you in your proctoring role and explain the collegial nature of the undertaking and its role in improving the quality of care.
- Try to be reasonably inconspicuous as the circumstances allow.
- Review information in the medical record where necessary to appreciate the care being delivered or the way in which that care is being documented in the chart.
- Complete all required proctor reporting forms.
- Maintain appropriate confidentiality regarding both your observations and any opinions you reach as a proctor. Treat proctoring as a protected peer review activity.
- Interject gratuitous advice or other comments—the role of the proctor is to be an observer.
- Engage in other tasks while proctoring, such as texting or scanning the Internet on a mobile device. Such activities can be distracting to caregivers and patients.
- Criticize in front of staff or patients the practitioner being proctored. Constructive comments can be shared at a later time.
- Breach expected and required confidentiality.
“Try to be reasonably inconspicuous as the circumstances allow.”
Proctoring: Assess Practitioner Competence
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