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Using the Mini-Clinical Evaluation
Exercise (Mini-CEX) as an assessment
tool for medical students
April 29, 2011
Why consider the Mini-CEX?
Year 4 OSCE 2011 Overall Results
• Number sitting OSCE
248
• Number passing
245 (98.8%)
Competency Domains
Reliably Measured
Class Mean
SD
Requires
Improvement
Alpha
Counselling
70
10
35
.63
History-taking
65
5
38
.72
Physical examination
78
8
3
.75
Diagnosis
71
13
46
.15
Management
66
8
53
.02
Lab data
80
11
17
.21
Communications
77
3
0
.69
Professionalism
77
3
0
.48
Competencies/Skills
Other Competencies
and Skills Measured
What is mini-CEX?
• Structured 10 min observation of a student
performing specified tasks during routine
practice
• Feedback session (10 min)
• Completion of a standardized one-page
rating form
Mini-CEX: Types of tasks
• Focused history
• Physical examination
• Counselling
– advise patient regarding management options
– provide appropriate education
– make recommendations that address patient’s concerns
• Clinical reasoning skills
– diagnostic and therapeutic skills
• Case presentation
History-taking Form
Guidelines for marking
Reliability of the Mini-CEX
Average Composite Ratings
Changes in reliability as a function of the observed number
of encounters
1
0.8
0.6
0.4
0.2
0
1
4
8
12
16
20
24
Number of encounters
28
32
36
Implementing a Mini-CEX
Assessment Process
Implementing a Mini-CEX
• Orientation
– Familiarize yourself with the mini-CEX rating
form and definition of the components of the
student’s performance you will be rating
• Schedule the mini-CEX
– 1-2 / week
– Allow 20 minutes for each assessment
– Obtain patient permission
Implementing a Mini-CEX
• Select the patient encounters to be observed
– Year 3 “must see” list of medical conditions
•
•
•
•
new or existing medical problem
acute vs. chronic illness
different age groups and both genders
different clinical settings (e.g. office, hospital) if possible
– Ask the student to perform the task without
prompting about the possible diagnosis
• perform an abdominal examination
• Not: examine the patient for possible appendicitis
Assessment Process
• Avoid interrupting the student during the
patient encounter
– no questions, comments or suggestions
– if you want to follow-up findings with patients, do
this after the student is finished
• Conduct immediate feedback (10 minutes)
• Complete rating form
• Discuss rating or comments with student
Mini-CEX: Feedback
•
•
•
•
•
•
Immediate
Specific
Limited to key issues
Honest
Fair
Descriptive, not judgmental, e.g.
“you did not examine X”
NOT
“you were way off base”
Mini-CEX: Feedback
• Two-way process (inter-active)
• Start by asking the student some questions
– how they felt they did with the patient
– what findings they found
– what they think is the most likely diagnosis
– why they ordered a particular investigation or
suggested a particular treatment
• Answers can stimulate specific feedback
and also guide ratings of performance
Feedback challenge
• Easy when the student does well
• More difficult when the performance is poor
– do not hesitate to point out area of weakness
– multiple assessments with multiple examiners
(reliability)
– sampling performance across the spectrum of
clinical situations (validity)
Mini-CEX: Feedback
Closing the loop
Provide a recommendation
– interviewing/ examination/ counselling skills/
management/ presentation
• Develop a specific action plan
– allows student to act on the recommendation
Example of use of Mini-CEX
ER
• A man presents with abdominal pain
• The student performs a focused abdominal
examination (10 minutes)
• The preceptor notices that the student did not
examine the inguinal areas adequately
• Feedback is given
– the preceptor demonstrates the correct technique
– recommends a review of hernias in clinical skills textbook
– suggests plan to practise exam technique
Summary: Key features of the Mini-CEX
• Direct assessment of actual patient care
• Allows assessment of performance
• good evidence supporting mini-CEX’s validity
and reliability
• cumulatively can infer student’s competence
• Can be incorporated into daily activities
• efficient use of resources
• Allows immediate and substantive feedback
Assessor’s training
• Paper-based orientation
– Familiarize with the process, specific observation task
and ratings form
– All assessors who participated received this form of
training
• Workshop* - video-based training
– Videos exemplifying three levels of performance
– Rated at the end on the form by all participants
*(Modeled after ABIM/NBME ‘Direct observation of Competence Training
Program’, Holmboe et al., 2004)
Effects of training
• Assessors of the postgraduate trainees
– Raters not trained in
workshop were more
lenient:
3.17 vs. 2.31
6.17 vs. 4.85
8.29 vs. 7.38
– Both the scenario and
training-group effects were
significant
Reliability
• Generalizability-theory approach to reliability
– Allows for estimating the variance-components attributable to the
different factors of the measurement situation
– Calculating G-coefficient (reliability coefficient)
– Modeling the effect of changes in these factors (e.g., number of
items needed to achieve certain level of precision)
• Number of mini-CEXs needed was the main factor
followed through all studies (in one case, the effect of
blueprinting was also explored)
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