1. 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

2. 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

3. Quick Review Part I Part II Part III MedBiq CI Specification
AAMC Business Rules
Part II
Competencies
Part III
Clerkships, Electives, Selectives, Tracks
Valerie

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

5. 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> </StartDate>
<EndDate> </EndDate>
</Dates>
Valerie

6. Questions?
Terri

7. Documenting clerkships
Terri

8. 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

9. 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

10. Sequence Block NestingA 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

11. 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

12. 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

13. 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

14. 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

15. Documenting integrated and longitudinal curricula
Terri

16. 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

17. 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

18. Documenting Electives
Terri

19. 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

20. 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

21. 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

22. 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

23. 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

24. 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

25. 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

26. 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

27. 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

28. 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

29. 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

30. 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

31. 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

32. 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

33. 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

34. 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

35. Regional Campuses
Contact us if you want to document a regional campus.
Terri

36. 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> </ReportDate>
<ReportingStartDate> </ReportingStartDate>
<ReportingEndDate> </ReportingEndDate>
<StartDate> </StartDate>
<EndDate> </EndDate>
<EventDuration>PT90M</EventDuration>
<EventDuration>PT1H30M</EventDuration>
<Duration>P13D</Duration>

37. 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

38. Questions?
Terri

39. 2016-2017 Schedule Staging available now School Portal Opens: August 1
School Portal Closes: September 30
Status sent to CI Primary Admin, Curriculum Dean, and School Dean: September 30
Data clean-up/reporting starts: November 1

42. Resources
Curriculum Inventory Implementers’ Listserv:
Competency Framework Specs and Schemas:
AAMC Curriculum Inventory Developer Resources:
Physician Competency Reference Set URIs:
MedBiquitous:
Curriculum Inventory Working Group:
Competencies Working Group:
‘For Developers’ Section of
Sample XML file and Verification Report from UCSF
CI XML Template from UVA
Slides/Recordings from Past Training Webinars
Registration for Upcoming Webinars

43. Questions?
List of upcoming Curriculum Inventory Webinars and materials from today’s session: