Training Evaluation - Clinical Evaluation

It is important for clinicians to assess and understand how they work with HIV+ patients and other staff. They must also see clearly where their knowledge begins and ends regarding diagnostic and treatment issues. You can adapt these forms to evaluate any healthcare provider in a clinical or classroom training setting.

  • STI Observation Checklist
    File Type:
    Word Document
    Pages:
    1

    A sample observation checklist for patient-centred STI screening and syndromic management. Includes a scoring guide that allows for a numeric evaluation.

  • HIV Quality of Care Checklist
    File Type:
    Word Document
    Pages:
    5

    Form used to assess the clinical skills of healthcare professionals in a clinical setting. Used to determine if basic tasks related to care of HIV patients are being completed.

  • Debriefing Questions for Clinical Training
    File Type:
    Word Document
    Pages:
    1

    List of questions used to summarise a clinician trainer’s observation of other healthcare professionals in a clinical setting.

  • Debriefing Questions: A Day of Clinical Teaching
    File Type:
    Word Document
    Pages:
    3

    A sample checklist for preceptors to evaluate a day of clinical instruction. Covers their observations; improvement suggestions; communication with clinic staff; their perceptions of patient flow, care, and referral; clinic efficiency, etc.

  • Pre-Training: Clinical Questionnaire
    File Type:
    Word Document
    Pages:
    4

    A questionnaire gathering information to help you 1) make sure you meet the training needs of your audience, 2) compare their learning with a post-training test, and 3) notify them about future training opportunities. Respondents are asked for individual information about their primary responsibility (e.g., doctor, nurse, lab tech), type of facility they work in, and their experience and feelings about caring for HIV+ patients. Each person filling out the questionnaire indicates his or her current familiarity or knowledge with a list of issues, e.g., post-exposure prophylaxis, Prevention of Mother-to-Child Transmission (PMTCT), and HIV testing policy. Use the Post-Training Clinical Questionnaire after the training is completed.

  • Post-Training: Clinical Questionnaire
    File Type:
    Word Document
    Pages:
    4

    A companion evaluation form to the Pre-Training Clinical Questionnaire, this tool assesses learning after training participants have returned to their work setting. This one assesses learning after training participants have returned to their work setting. Asking essentially the same questions as the pre-training questionnaire, evaluators can look at not only at what participants learned, but what they can actually apply to their current role in the healthcare profession.

  • Counseling Assessment Tool for Nurses
    File Type:
    Word Document
    Pages:
    4

    Once nurses have received education and training in working with HIV-positive patients, they will need to apply their new knowledge and practise their HIV-related skills in a clinical setting. This assessment tool can be used by a nurse supervisor who is observing newly trained nurses in a clinical setting. The tool includes specific skills related to general counseling techniques and adherence counseling.

  • Clinical Assessment of Primary Care Providers
    File Type:
    Word Document
    Pages:
    5

    Comprehensive form for evaluating primary care providers who work with HIV+ patients. Thirty-nine questions give a preceptor or observer the opportunity to rate, comment on, and make recommendations regarding seven basic clinical areas: 1) Attitude, Interpersonal Skills, and Communication, (2) Diagnosis and Treatment Protocols, (3) Psycho-Social History, (4) Medication, (5) Homeless Patient Evaluation and Treatment, (6) Pregnant Mother Evaluation and Treatment, and (7) Referrals and Follow-Up.

  • Preceptorship Program Nursing Skills Checklist (Option 1)
    File Type:
    Word Document
    Pages:
    1

    A checklist for evaluating nurse preceptees. Offers space for rating and commenting on a nurse’s rapport with patient and his or her bedside manner, baseline and medical history assessments, development of nursing care plan, and reporting to the physician. Option 1 is a one-page assessment that offers a clear checklist with room for rating and providing comments.

  • Preceptorship Program Nursing Skills Checklist (Option 2)
    File Type:
    Word Document
    Pages:
    2

    This two-page Option 2 includes a checklist identical to Option 1, but also provides an expanded rating system, additional space for comments, a question about recommendations to improve the provider’s performance, and space to record the advice given to the nurse.

  • MD Skills Checklist
    File Type:
    Word Document
    Pages:
    2

    A checklist for preceptors working with physicians, this tool offers space for rating and commenting on a physician’s professional and interpersonal skills, assessment and patient management and care plan. Additional space is provided for the preceptor to note recommendations that may improve the provider’s practice and information that was relayed to the provider.

  • Specific Site Follow-up
    File Type:
    Word Document
    Pages:
    1

    This form is for use when visiting a healthcare site with previously trained health professionals. The form provides space to record the history of persons trained, recommendations, resources requested, and observed progress.