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iRubric: Assessing Patient Counseling Skills rubric

iRubric: Assessing Patient Counseling Skills rubric

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Assessing Patient Counseling Skills 
Assessing Patient Counseling Skills
Rubric Code: HX3439C
By lwade001
Draft
Public Rubric
Subject: Pharmacy  
Type: Assessment  
Grade Levels: (none)

Powered by iRubric Patient Counseling Skills
Assign 1 point for each task completed within each section, during the counseling session
  Needs Improvement

This is a student who misses ALL or MOST of the key elements in a given category

(N/A)

Meets Expectations

This is a student who manages to address MOST, but not ALL, of the key elements in a given category

(N/A)

Exceeds Expectations

This is a student who manages to address ALL of the key elements in a given category

(N/A)

TOTAL POINTS

/ posisble points

(N/A)

Initiating Communication
This will assess how well the student is able to engage a patient in order to begin a counseling session.
Introduction
5 pts

This will assess the student's ability to introduce his/her self to the patient in order to begin a conversation
Needs Improvement

Does not greet the patient properly (e.g. Mr/Mrs/Ms) (0)

Does not introduce any of the following:
-Self
-Title/role
-Goal of counseling session
Meets Expectations

Greets the patient properly (e.g. Mr/Mrs/Ms) but is cursory and impersonal (1)

Introduces 1 or 2 of the following:
-Self
-Title/role
-Goal of counseling session
Exceeds Expectations

Greets the patient properly (e.g. Mr/Mrs/Ms) and is warm and personable (2)

Introduces ALL of the following:
-Self
-Title/role
-Goal of counseling session
TOTAL POINTS

/ 5 possible points
Verifying Patient Identity
3 pts

Needs Improvement

Does not ask the patient to verify his/her self (e.g. name, DOB, address) and does not ask for a form of identification
Meets Expectations

Asks the patient to verify his/her self using 1 or 2 of the following:
-Name
-DOB
-Address
Exceeds Expectations

Asks the patient to verify his/her self using ALL of the following:
-Name
-DOB
-Address
TOTAL POINTS

/ 3 possible points
Gathering Patient History
This will assess the student's ability to gather information necessary to conduct a safe and through counseling session for the patient.
Assess Allergies
5 pts

Needs Improvement

Does not ask patient about his/her allergies (0)
Meets Expectations

Only asks the patient if he/she has allergies to 1-2 of the following:
-RX medications
-OTC products
-Food

May assess what the reaction is OR the severity of the reaction (1)
Exceeds Expectations

Asks the patient if he/she has allergies to ALL of the following:
-RX medications
-OTC products
-Food

Assesses what the reaction is AND the severity of the reaction (2)
TOTAL POINTS

/ 5 possible points
PMH
2 pts

Needs Improvement

Does not address the patient's past medical history (0)
Meets Expectations

Utilizes the patient's profile to address some but not all of the patient's past medical history (1)
Exceeds Expectations

Utilizes the patient's profile to address ALL of the patient's past medical history (2)
TOTAL POINTS

/ 2 possible points
Medications
4 pts

Needs Improvement

Does not ask the patient about his/her current therapies
Meets Expectations

Asks the patient about his/her current therapies, but only includes 1-2 of the following:
-RX meds
-OTC meds
-Vitamins
-Herbal supps
Exceeds Expectations

Asks the patient about his/her current therapies, including ALL of the following:
-RX meds
-OTC meds
-Vitamins
-Herbal supps
TOTAL POINTS

/ 4 possible points
Medication Related Information
This will assess the student's knowledge of the medication being prescribed and his/her ability to relay the pertinent information to the patient.
Assessing the Patients Knowledge
3 pts

Needs Improvement

Does not assess the patient's knowlege of the medication (e.g. medication name, why the medication was prescribed/what it is commonly used for, or how to take it) (0)
Meets Expectations

Assesses the patient;s knowledge of 1-2 of the following:

-Name of the medication prescribed

-Why the medication was prescribed/what the medication is commonly used for

-How to take the medication
Exceeds Expectations

Assesses the patient's knowledge of ALL of the following (3):

-Name of the medication prescribed

-Why the medication was prescribed/what the medication is commonly used for

-How to take the medication
TOTAL POINTS

/ 3 Possible points
Explanation of RX
10 pts

This will assess the student's knowledge of the medication, components of a prescription (e.g. sig codes), and appropriate counseling techniques
Needs Improvement

Discusses relevant information including only 1-4 of the following:
-Generic name
-Brand name
-Indication
-Dose
-Route of administration
-Frequency
-Quantity/size
-Days supply
-Special considerations (e.g. take at night, take on an empty stomach, take with food, or administration technique)
-# of refills
Meets Expectations

Discusses relevant information including only 5-8 of the following:
-Generic name
-Brand name
-Indication
-Dose
-Route of administration
-Frequency
-Quantity/size
-Days supply
-Special considerations (e.g. take at night, take on an empty stomach, take with food, or administration technique)
-# of refills
Exceeds Expectations

Discusses relevant information including 9-10 of the following:
-Generic name
-Brand name
-Indication
-Dose
-Route of Administration
-Frequency
-Quantity/size
-Days supply
-Special considerations (e.g. take at night, take on an empty stomach, take with food, or administration technique)
-# of refills
TOTAL POINTS

/ 10 possible points
Assessing Patient's Understanding
6 pts

Needs Improvement

Does not provide opportunity for patient to ask questions (0)

Does not assess patient's understanding (0)

Does not ask patient to repeat back instructions (0)
Meets Expectations

Asks patient if he/she has questions after finished explaining the prescription

Assessed the patient's understanding using leading or closed-ended questions (e.g. you're going to take this twice a day, right?) (1)

Only asks patient to repeat back some of the instructions (1)
Exceeds Expectations

Provides patient with multiple opportunities to ask questions while explaining the prescription (2)

Assessed patient's understanding using open-ended questions
(e.g. how many times a day are you going to take it?) (2)

Asked patient to repeat back all of the instructions (2)
TOTAL POINTS

/ 6 possible points
Benefits/Side Effects/Monitoring
9 pts

This section will assess how well the student is able to communicate what to expect from the medication, with the patient
Needs Improvement

Does not address benefits of the medication or an onset of initial and/or maximum benefit (0)

Does not address common side effects, severe side effects, or how to monitor for efficacy and safety (0)
Meets Expectations

Addresses benefits of medication (1)
AND discusses the onset of initial OR maximum benefit (1)

Addresses 1-2 of the common side effects

Addresses 1 of the rare/severe side effects (1)

Discusses how to monitor for side effects OR efficacy of medication, but not both (1)
Exceeds Expectations

Address benefits of medication (2)
AND discusses the onset of initial AND maximum benefit (2)

Addresses 3 or more of the common side effects (3)

Addresses 2 or more of the rare/serious side effects (2)

Discusses how to monitor for side effects AND efficacy of the medication (2)
TOTAL POINTS

/ 11 possible points
Other Considerations
6 pts

NOTE: Not all categories will apply to each drug, but if the student states something like, "there are no special storage considerations with this medication" or "the drug will expire as listed on the prescription bottle" it is to be counted as a point
Needs Improvement

Discusses only 1 of the following:

-What to do in the event of a missed dose

-Possible drug-drug interactions with patients current medication regimen

-Appropriate lifestyle modifications or non-pharmacological recommendations

-Storage considerations

-Special disposal instructions (e.g. insulin, fentanyl patch)

-Unique shelf life/expiration date
Meets Expectations

Discusses 2-3 of the following (when appropriate):

-What to do in the event of a missed dose

-Possible drug-drug interactions with patients current medication regimen

-Appropriate lifestyle modifications or non-pharmacological recommendations

-Storage considerations

-Special disposal instructions (e.g. insulin, fentanyl patch

-Unique shelf life/expiration date
Exceeds Expectations

Discusses 4-6 of the following (when appropriate):

-What to do in the event of a missed dose

-Possible drug-drug interactions with patients current medication regimen

-Appropriate lifestyle modifications or non-pharmacological recommendations

-Storage considerations

-Special disposal instructions (e.g. insulin, fentanyl patch

-Unique shelf life/expiration date
TOTAL POINTS

/ 6 possible points
Wrap-Up/Summary
10 pts

Needs Improvement

Did not summarize information discussed (0)

Did not close conversation appropriately (0)

Does not address any remaining concerns of patient (0)

Did not offer to provide patient with additional information/resources (0)

Did not provide patient with contact information or instructions on when to follow-up
Meets Expectations

Briefly summarized information discussed (1)

Quickly closed conversation (1)

Closed-ended assessment of additional concerns of patient (1)

Offer to provide patient with additional information/resources at a later date (1)

Provided patient with contact information with no mention of follow-up (1)
Exceeds Expectations

Summarized all important information discussed (2)

Closed conversation appropriately (2)

Address all remaining concerns of patient (2)

Provided patient with additional information/resources to supplement counseling session (2)

Provide patient with contanct information and instructions on when to follow-up (2)
TOTAL POINTS

/ 10 possible points
Overall Performance
This will assess the student's overall performance during the counseling sessions including communication skills and "people" skills as well as other elements needed for a successful counseling session.
Communication Skills
18 pts

Needs Improvement

-Pace too fast/too slow (0)

-Tone inappropriate (0)

-Volume too soft/too loud (0)

-Complete lack of confidence (0)

-Lack of empathy (0)

-Overutilization of medical jargon (at a level inappropriate for the patient) (0)

-Inaccurate information provided (0)

-Overuse of closed-ended questions (0)

-Consistently awkard transitions and uncomfortable flow of conversation (0)
Meets Expectations

-Occasionally spoke too fast/too slow (1)

-Tone appropriate most of the time (1)

-Volume too soft/too loud at times (1)

-Lack of confidence at times (1)

-Showed empathy at times (at times inappropriate) (1)

-Some utilization of medical jargon or vocabulary that is slightly above the patient's understanding (1)

-Some inaccurate information provided (1)

-Equal mix of closed-ended and open-ended questions (1
Exceeds Expectations

-Did not speak too fast/too slow (2)

-Tone appropriate at all times (2)

-Volume consistently appropriate (2)

-Appropriate level of confidence displayed at all times (2)

-Consistent communication of empathy (2)

-No utilization of medical jargon or vocabulary that is above the patient's understanding (2)

-All information provided was accurate(2)

-Use of primarily open-ended questions (2)

-Consi
TOTAL POINTS

/ 18 possible points
Non-verbal Communication
12 pts

Needs Improvement

-Consistently closed stance (not squarely facing the patient) and cold, impersonal and unprofessional posture (0)

-Frequent distractions and use of distracting gestures (0)

-Eye contact made <25% of the time (0)

-Distance from pt consistently too close/too distant (0)

-Seldomly uses active listening (e.g. using reaffirming verbal prompts like "uh-huh" or "ok") (0)

-No effort made to protect privacy of patient
Meets Expectations

-Occasionally closed stance (not squarely facing the patient) and minimally cold, impersonal and unprofessional posture (1)

-Occasional distractions and use of distracting gestures (1)

-Eye contact made ~50% of the time (1)

-Distance from pt too close/too distant at times (1)

-Occasionally uses active listening (e.g. using reaffirming verbal prompts like "uh-huh" or "ok") (1)

-Minimal effort made to protect priv
Exceeds Expectations

-Consistently maintained open stance (squarely facing the patient) and a warm, personable and professional posture (2)

-Negligible distractions and use of distracting gestures (2)

-Eye contact ~75% of time (2)

-Maintained comfortable/appropriate distance from pt (2)

-Frequently uses active listening (e.g. using reaffirming verbal prompts like "uh-huh" or "ok") (2)

-Privacy for the patient is maintained (2)
TOTAL POINTS

/ 12 possible points



Keywords:
  • Pharmacy, medicine, counseling

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