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In Support of Meaningful Assessment and Feedback: A Study of Clinical Reasoning Tasks Used in Ambulatory Case Reviews Cover

In Support of Meaningful Assessment and Feedback: A Study of Clinical Reasoning Tasks Used in Ambulatory Case Reviews

Open Access
|Mar 2026

Figures & Tables

Table 1

Summary of Case Reviews.

LEVEL OF TRAININGNEW CASEFOLLOW-UP CASETOTAL
PGY*–14812
PGY-251015
PGY-311112
PGY-43912
PGY-5112
Total143953

[i] *PGY: Post-Graduate Year.

Table 2

Reasoning Tasks Addressed During Case Reviews.

REASONING TASK17NEWb (JUNIOR) (na = 10)NEW (SENIOR) (n = 4)FOLLOW-UPc (JUNIOR) (n = 29)FOLLOW-UP (SENIOR) (n = 10)TOTAL (n = 53)
A. Identify Active Issues9 (90%)
(Cases 3, 7, 9, 11, 19, 20, 35, 44, 48)
3 (75%)
(Cases 36, 37, 53)
24 (83%)
(Cases 1, 2, 5, 8, 12, 13, 14, 21, 22, 24, 25, 26, 29, 31, 32, 33, 34, 39, 40, 41, 42, 43, 45, 51)
8 (80%)_
(Cases 6, 10, 15, 16, 17, 23, 38, 47)
44 (83%)
A1. Assess Priorities2 (20%)
(Cases 7, 11)
1 (25%)
(Case 37)
2 (69%)
(Case 18, 31)
2 (20%)
(Cases 10, 38)
7 (13%)
A2. Reprioritize Based on Assessment3 (30%)
(Cases 7, 9, 11)
0 (0%)2 (69%)
(Cases 13, 14)
0 (0%)5 (94%)
A3. Consider And Prioritize Diagnosis Including Most Likely Diagnosis and Most Serious Diagnosis to Rule Out9 (90%)
(Cases 3, 7, 9, 11, 20, 35, 44, 48, 52)
3 (75%)
(Cases 27, 36, 37)
15 (52%)
(Cases 1, 5, 8, 13, 21, 22, 29, 32, 33, 39, 40, 41, 42, 43, 51)
4 (40%)
(Cases 6, 38, 46, 47)
31 (59%)
A4. Identify Precipitants or Triggers to The Current Problem(s)3 (30%)
(Cases 19, 35, 44)
1 (25%)
(Case 37)
3 (10%)
(Cases 13, 33, 40)
0 (0%)7 (13%)
A5. Select Diagnostic Investigations Taking into Account Goals of Care6 (60%)
(Cases 9, 19, 20, 35, 44, 48)
3 (75%)
(Cases 27, 36, 37)
10 (34%)
(Cases 13, 21, 22, 31, 33, 40, 41, 42, 43, 51)
4 (40%)
(Cases 6, 10, 15, 17)
23 (43%)
B. Determine Most Likely Diagnosis with Underlying Cause(s)8 (80%)
(Cases 3, 7, 9, 11, 19, 20, 35, 52)
3 (75%)
(Cases 27, 36, 37)
14 (48%)
(Cases 13, 14, 18, 21, 22, 31, 32, 33, 34, 39, 40, 41, 43, 50)
4 (40%)
(Cases 6, 17, 30, 38)
29 (55%)
B1. Identify Modifiable and Non-Modifiable Risk Factors7 (70%)
(Cases 3, 7, 9, 11, 19, 20, 35)
0 (0%)3 (10%)
(Cases 24, 31, 33)
2 (20%)
(Cases 6, 15)
12 (23%)
B2. Identify Complications Associated with Diagnosis, Diagnostic Investigations, or Treatment6 (60%)
(Cases 3, 9, 19, 20, 35, 44)
1 (25%)
(Cases 37)
17 (59%)
(Cases 1, 5, 8, 13, 14, 24, 31, 32, 33, 34, 39, 40, 41, 42, 43, 49, 51)
4 (40%)
(Cases 10, 15, 30, 38)
28 (53%)
B3. Assess Rate of Progression, Response to Treatment and Estimate Prognosis and Length of Stay4 (40%)
(Cases 35, 44, 48, 52)
2 (50%)
(Cases 36, 37)
19 (66%)
(Cases 1, 2, 8, 13, 14, 24, 26, 28, 29, 32, 33, 34, 39, 40, 41, 42, 43, 45, 50)
7 (70%)
(Cases 10, 15, 16, 17, 30, 38, 47)
32 (60%)
B4. Explore Physical and Psychosocial Consequences of Current Medical Conditions or Treatment6 (60%)
(Cases 3, 7, 35, 44, 48, 52)
0 (0%)7 (24%)
(Cases 2, 12, 13, 14, 33, 40, 41)
0 (0%)13 (25%)
B5. Establish Goals of Care0 (0%)0 (0%)7 (24%)
(Cases 13, 14, 18, 21, 32, 34, 50)
0 (0%)7 (13%)
B6. Explore Interplay of Psychosocial Context and Management3 (30%)
(Cases 3, 35, 44)
2 (50%)
(Cases 27, 36)
2 (7%)
(Cases 18, 31)
0 (0%)7 (13%)
B7. Consider Impact of Comorbid Illness on Management1 (10%)
(Case 20)
1 (25%)
(Case 27)
4 (14%)
(Cases 18, 39, 41, 49)
1 (10%)
(Case 10)
7 (13%)
B8. Consider the Consequences of Management on Comorbid Illnesses0 (0%)0 (0%)3 (10%)
(Cases 18, 25, 51)
1 (10%)
(Case 16)
4 (8%)
B9. Consider Alternative Treatment Options2 (20%)
(Cases 20, 48)
2 (50%)
(Cases 27, 53)
9 (31%)
(Cases 2, 12, 13, 18, 21, 25, 32, 34, 49)
1 (10%)
(Case 16)
14 (26%)
B10. Consider Implications of Available Resources on Diagnostic or Management Choices1 (10%)
(Case 52)
0 (0%)1 (3%)
(Case 29)
1 (10%)
(Case 38)
3 (6%)
C. Establish Management Plan8 (80%)
(Cases 3, 7, 9, 11, 35, 44, 48, 52)
2 (50%)
(Cases 36, 37)
24 (83%)
(Cases 1, 2, 4, 8, 12, 13, 14, 21, 24, 25, 26, 28, 29, 31, 32, 33, 34, 39, 40, 41, 42, 43, 49, 50)
9 (90%)
(Cases 6, 10, 15, 16, 17, 23, 30, 38, 46)
43 (81%)
C1. Select Education and Counselling Approach for Patient and Family1 (10%)
(Case 52)
1 (25%)
(Case 53)
7 (24%)
(Cases 2, 12, 13, 14, 21, 24, 50)
1 (10%)
(Case 47)
10 (19%)
C2. Explore Collaborative Roles for Patient and Family0 (0%)0 (0%)1 (3%)
(Case 34)
0 (0%)1 (2%)
C3. Determine Follow-Up and Consultation Strategies3 (30%)
(Cases 3, 44, 48)
2 (50%)
(Case 27, 36)
12 (41%)
(Cases 1, 2, 8, 13, 14, 31, 33, 34, 39, 49, 50, 51)
9 (90%)
(Cases 6, 10, 15, 17, 23, 30, 38, 46, 47)
26 (49%)
C4. Determine What to Document and Who Should Receive Documentation3 (30%)
(Cases 7, 44, 52)
1 (10%)
(Case 27)
2 (7%)
(Cases 50, 51)
1 (10%)
(Case 38)
7 (13%)
C5. Assess Severity7 (70%)
(Case 3, 11, 19, 20, 35, 44, 48)
1 (10%)
(Case 37)
18 (62%)
(Cases 1, 2, 5, 8, 12, 18, 24, 29, 31, 32, 33, 39, 40, 41, 42, 45, 49, 50)
6 (60%)
(Cases 10, 17, 23, 30, 38, 47)
32 (60%)
C6. Assess Decision-Making Capacity0 (0%)0 (0%)0 (0%)0 (0%)0 (0%)

[i] an = number of case reviews that addressed that specific reasoning task.

bNew Consultation.

cFollow-Up Visit.

Legend: Table 2 summarizes the results of the template analysis. The “Reasoning Task” column presents the previously developed reasoning tasks [^17], with the three overarching categories shown in bold and labeled A–C, followed by their corresponding sub-tasks listed alpha-numerically. The next columns indicate the total number of new and follow-up cases, further divided by junior and senior residents. Case review numbers (1–53) identify which reviews addressed each reasoning task, followed by the total count (n) and percentage (%) of case reviews in which that task appeared.

DOI: https://doi.org/10.5334/pme.2294 | Journal eISSN: 2212-277X
Language: English
Submitted on: Nov 19, 2025
|
Accepted on: Jan 16, 2026
|
Published on: Mar 13, 2026
Published by: Ubiquity Press
In partnership with: Paradigm Publishing Services
Publication frequency: 1 issue per year

© 2026 Jacqueline M. I. Torti, Susan Humphrey Murto, Kristen A. Bishop, Azin Ahrari, Mark Goldszmidt, published by Ubiquity Press
This work is licensed under the Creative Commons Attribution 4.0 License.