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General Practitioner Template

COT Assessment for Trainers

A professional General Practitioner template for healthcare professionals.
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About this template

Enhance your General Practice training and development with our 'COT Assessment' template. This comprehensive clinical observation tool is designed to provide structured feedback on consultations, ideal for GP trainees and their supervisors. Easily document assessments of information gathering, problem definition, patient explanation, and management planning. Perfect for ensuring thorough and patient-centred care, this template helps identify strengths and areas for improvement in clinical interactions. Heidi, our AI medical scribe, can intelligently populate sections based on consultation transcripts, streamlining the assessment process and providing objective insights into communication skills and clinical decision-making. Optimise your training and elevate the quality of patient care with this essential GP assessment tool.

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Clinician Specialty: General Practitioner Information Gathering Encourages the patient's contribution: Excellent Justification for the assessment of how the clinician encouraged patient contribution, including specific examples of what was said or done: Dr. Sharma actively listened, made eye contact, and frequently asked open-ended questions like, "How has this been affecting your daily life?" and "What are your main concerns today?". She also invited the patient to share additional thoughts at the end of the history taking. Responds to cues: Competent Justification for the assessment of the clinician's response to cues, including specific examples of verbal or non-verbal cues and the clinician's reaction: The patient visibly winced when describing lower back pain, and Dr. Sharma immediately followed up with, "It looks like that's quite uncomfortable for you. Can you tell me more about that specific feeling?" This demonstrated good awareness and responsiveness. Places complaint in appropriate psychosocial contexts: Excellent Justification for the assessment of how the clinician placed the complaint in context, including specific examples of psychosocial factors explored: Dr. Sharma inquired about the patient's living situation, work stress, and recent family bereavement, linking these potential stressors to the patient's reported symptoms of anxiety and sleep disturbance. She asked, "Given the recent loss of your mother, how do you feel this stress might be impacting your current symptoms?" Explores patient's health understanding/beliefs including identifying and addressing patients ideas and concerns and expectations: Excellent Defines the clinical problem Takes an appropriately thorough and focused history to allow a safe assessment (includes/excludes likely relevant significant condition): Excellent Performs appropriate physical or mental state examination: Competent Makes an appropriate working diagnosis: Competent Explains the problem to the patient Explains the problem in appropriate language: Excellent Addresses the patients' problem The management plan (including any prescription) is appropriate for the working diagnosis: Excellent Patient is given the opportunity to be involved in significant management decisions: Excellent The doctor checks that there is shared understanding of the diagnosis, management plan, treatment, safety netting and follow up arrangements: Excellent Makes effective use of the consultation Makes effective use of available resources: Competent The doctor specifies the conditions and interval for follow up or review: Competent
Information Gathering Encourages the patient's contribution: [Assessment of how well the clinician encouraged patient participation and input during the consultation] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) [Justification for the assessment of how the clinician encouraged patient contribution, including specific examples of what was said or done] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely.) Responds to cues: [Assessment of clinician's ability to recognize and respond to verbal and non-verbal patient cues] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) [Justification for the assessment of the clinician's response to cues, including specific examples of verbal or non-verbal cues and the clinician's reaction] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely.) Places complaint in appropriate psychosocial contexts: [Assessment of how well the clinician considered psychosocial factors relevant to the patient's presenting complaint] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) [Justification for the assessment of how the clinician placed the complaint in context, including specific examples of psychosocial factors explored] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely.) Explores patient's health understanding/beliefs including identifying and addressing patients ideas and concerns and expectations: [Assessment of clinician's exploration of patient's health beliefs, ideas, concerns and expectations] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) Defines the clinical problem Takes an appropriately thorough and focused history to allow a safe assessment (includes/excludes likely relevant significant condition): [Assessment of history-taking thoroughness and focus for safe clinical assessment] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) Performs appropriate physical or mental state examination: [Assessment of appropriateness and adequacy of physical or mental state examination performed] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) Makes an appropriate working diagnosis: [Assessment of the appropriateness of the working diagnosis formulated] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) Explains the problem to the patient Explains the problem in appropriate language: [Assessment of how well the clinician explained the problem using language appropriate for the patient] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) Addresses the patients' problem The management plan (including any prescription) is appropriate for the working diagnosis: [Assessment of appropriateness of management plan and prescriptions relative to working diagnosis] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) Patient is given the opportunity to be involved in significant management decisions: [Assessment of patient involvement in management decision-making] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) The doctor checks that there is shared understanding of the diagnosis, management plan, treatment, safety netting and follow up arrangements: [Assessment of clinician's verification of shared understanding regarding diagnosis, management, treatment, safety netting and follow-up] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) Makes effective use of the consultation Makes effective use of available resources: [Assessment of clinician's effective utilization of available resources during consultation] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent) The doctor specifies the conditions and interval for follow up or review: [Assessment of clinician's specification of follow-up conditions and timing] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Select from: Not applicable to this case, Below Expectations, Meets Expectations, Competent, Excellent)
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General Practitioner

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Last edited

1/4/2026

Created by

Satpal Shekhawat

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