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All about conduct: clerking a patient as a group

14 May 2024

Ikaneng Yingwane, student ambassador at Sefako Makgatho Health Sciences, shares advice on clerking a patient when working with peers. 

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Clerking a patient as a group is a common practice in medical education, allowing multiple students to learn from a single patient encounter. However, it requires a unique set of skills and etiquette to ensure a productive and respectful experience for both the patients and the healthcare team. Here are some helpful tips to assist you in this.

Before entering the patient's room, the group should designate a leader to coordinate the encounter and ensure everyone is aware of their role and responsibilities. Review the patient's medical chart together, discussing any relevant information and dividing tasks to maximise efficiency.

When entering the patient's room, introduce yourselves collectively, stating your names, roles as medical students, and the purpose of the visit. Be mindful of the patient's privacy and comfort, ensuring the curtains are drawn and the door is closed if necessary. Avoid overcrowding the room, and position yourselves to minimise disruption and discomfort ( always gain consent before proceeding to clerk!)

During the encounter, take turns asking questions and performing the physical examination. Avoid interrupting or talking over each other and respect each other's input and observations. Encourage active listening and open communication and clarify any points of confusion or disagreement.

Divide tasks and responsibilities among group members, such as taking notes, performing specific examination manoeuvres, or reviewing medical history. Collaborate and work together to gather information and avoid duplicating efforts or asking questions someone has already asked before.

When presenting the patient's findings to the healthcare team, do so collectively, highlighting each group member's contributions and insights. Avoid individualising the presentation, and instead, emphasise the collective effort and shared knowledge.

Remember to always maintain patient confidentiality, avoiding discussions about the patient in public areas or with unauthorised personnel. Respect the patient's autonomy and dignity and avoid making assumptions or judgments based on their background or condition.

Don't hesitate to seek guidance from your supervisor or the healthcare team if you're unsure about any aspect of the patient's care. Encourage feedback and constructive criticism, using it as an opportunity to learn and improve.

In conclusion, clerking a patient as a group requires a unique set of skills and etiquette. By preparing and coordinating, respecting patient privacy and comfort, taking turns and respecting each other's input, collaborating and delegating tasks, presenting findings and insights collectively, maintaining patient confidentiality and respect, and seeking guidance and feedback, medical students can conduct themselves professionally and effectively. This experience fosters teamwork, communication, and mutual respect, essential qualities for future healthcare professionals. Embrace this opportunity to learn and grow together.

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