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Tool of the week: Proctoring checklist

Medical Staff Leader Insider, August 4, 2011

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Proctors must be on the lookout for signs that indicate whether a physician is competent to practice. Whether you are proctoring a physician during a surgical procedure or a simple history and physical exam, keep the following checklist in mind.

Body language

• Is the physician uncomfortable with the procedure? (e.g., is he or she sweating? Are his or her hands shaking?)

Communication with patients

• Is the physician able to confidently explain the procedure or process to patients and families?
• During exams, does the physician explain what he or she is doing so that the patient understands?
• After a surgical procedure, does the physician take the time to speak with the patient and family members about the success or failure of the procedure?
• Does the physician have an appropriate bedside manner?

Knowledge of the procedure

• If the procedure is surgical, does the physician know how to prepare the surgical field (e.g., clean the site, drape coverings, open up the surgical packet)?
• If the procedure is surgical, does the surgeon realize when or if the instruments on the tray are out of order?
• Does the physician understand the anatomy of the patient? (i.e.,, does the physician know where to look to find the problem?)
• If the procedure is surgical, does the physician know how to close the surgical site and clean up after the procedure? (e.g., does the physician appropriately dispose of dressings and sharps, or does he or she leave these tasks for the nurses?)
• If equipment is involved, is the physician fumbling with it, or does he or she appear comfortable?
• If the procedure is surgical, does the physician have the manual dexterity to perform the procedure?

Documentation

• Does the physician document the procedure and outcome accurately and in a timely manner?

This week’s tool is from Medical Staff Briefing.

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