Screening Interview & Assessment

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Screening Interview & Assessment

An opportunity for physiotherapists to reflect on their practice and continually improve.

Conducting screening interviews and assessments as part of the Quality Assurance program is one of the ways the College serves the public interest by supporting physiotherapists in the delivery of safe, high-quality care.

Most physiotherapists selected to participate in the quality assurance process will only complete the screening interview. However, a small number of physiotherapists will be asked to complete a second, more comprehensive assessment, depending on the results of their screening interview.

Both the screening interview and the assessment can be completed in English or French.

Screening Interview

The screening interview is a one-hour behavior-based interview between a physiotherapist and a College assessor. The interview takes place remotely by video conference.

Eligibility

Physiotherapists who have been registered in independent practice for at least two years and who provide patient care are eligible to be selected for the screening interview. A number of PTs are selected each week.

You will receive an email from the College if you have been selected for a screening interview.

How the Screening Interview Works

The screening interview involves you and the assessor discussing practice examples in a behaviour-based interview. This style of interview helps the assessor learn how you have applied knowledge to your practice.

The assessor will not coach you or provide feedback on your practice. The goal of the screening interview is to identify PTs who may require a more in-depth assessment of their practice.

After the screening interview, the assessor completes a scored report that is submitted to the College. If the College needs more information about how you apply knowledge of the rules and standards to your practice, you will be asked to complete an assessment.

Below is a breakdown of the screening interview steps. Please be sure to click on the « + » sign beside each step to learn more.

Step 1: Selection and Pre-Interview Questionnaire

  • If you would like to request a deferral (delay your screening interview), please advise the College as soon as possible. You can request a deferral for your screening interview by contacting the Quality Assurance team who will consider your circumstances. Deferrals must meet certain criteria.
  • The email will ask you to log into the PT Portal and complete a pre-interview questionnaire. The pre-interview questionnaire will ask for more details about your practice including your primary and secondary work site, and you will need to review and update your employment, contact and roster details.
  • You will also be asked to answer a series of multiple choice questions that highlight some standards and resources and encourage you to think about your practice. This pre-interview questionnaire should take no more than 30 minutes to complete. The questions are not scored.
  • You have 14 days from the day you received the email to complete the pre-interview questionnaire and update your information in the PT Portal.
  • After you complete the pre-interview questionnaire, you will receive an email with the answers to the series of questions you completed. Take some time to review the answers and consider areas that might need more attention. As a reminder, the screening interview is designed as an opportunity for you to reflect on your practice. 
  • In the Practice Assessments section of the PT Portal you will see a table of all due dates for each step in your screening interview process. Be sure to complete each step by the required date. Any emails you receive from the College will also tell you when things are due.

Step 2: Assessor Matching & Conflict of Interest

  • The assessor is also a PT and has been trained to complete the screening interview.
  • You must declare if you have a conflict of interest with the assessor by answering a question in the PT Portal. You have seven days to complete the conflict of interest declaration. 
  • A conflict of interest might be if you have some sort of personal or professional relationship with the assessor. If you are unsure if you have a conflict of interest, contact College staff to discuss.
  • Please visit the Public Register to review the assessor’s profile and determine if a conflict of interest exists, but please do not use the employment information on the Public Register to contact the assessor.
  • If you do not have a conflict of interest with the assessor you were matched with, answer No.
    As long as the assessor does not declare a conflict of interest, they will contact you within three days to book a screening interview.
  • If you have a conflict of interest with the assessor you were matched with, answer Yes and you will be matched with a different assessor. You will receive another email with the name of the new assessor. When you are notified about being rematched, please log in to the PT Portal and answer the conflict of interest question again. 

Step 3: Scheduling the Screening Interview

  • If no conflict of interest exists, the assessor will contact you within three days to schedule a date for the screening interview. The assessor will use the email that you identified as your primary contact for the College, so please be sure to check that account.
  • Please do not contact your assessor using their employment information on the Public Register. Your assessor will email you. Together you can decide on a convenient day and time to schedule your screening interview.
  • You have seven days to respond to the assessor’s email and set up a screening interview appointment. Remember to check the due dates in the PT Portal for scheduling and completing the screening interview.
  • Screening interviews take approximately one hour to complete. Keep in mind it may take more than one hour. Do not book patients directly before or following your screening interview. It’s a good idea to add 15 minutes before and after the interview.

Step 4: Completing the Record Keeping Checklist

  • Before completing the Record Keeping Checklist review the College’s Record Keeping Standard and resources.  
  • Read the instructional document for guidance on how to select a patient record. 
  • Choose one patient record to use to complete the Record Keeping Checklist. 
  • Complete the fillable Record Keeping Checklist form electronically. Refer to the instructional document if you have questions. 
  • Upload your completed, signed and dated Record Keeping Checklist to the PT Portal at least one week before your screening interview.
  • Your assessor will access your completed Record Keeping Checklist from the PT Portal. They will review it and answer three questions.

    1. Did you submit a completed Checklist for one patient record?

    2. Did you score any areas of the Checklist as No?

    3. Did you describe steps you took or plan to take to address any items scored No?

    The answers to these questions will be a part of your final screening interview report. 

Step 5: Preparing for the Screening Interview 

  • Begin by looking at the questions you will be asked. 
  • Remember that the assessor may ask you additional questions to help clarify information. These questions are not available to you beforehand. They are intended to build on the information you have already provided. 
  • Review the standards and rules you will be asked questions about.  
  • Watch a video showing an example of a behaviour-based interview question to give you an idea of the interview format. 
  • If you have not already done so, upload your completed Screening Interview Record Keeping Checklist to the PT Portal one week before your interview. 

Step 6: Completing the Interview & Your Results

  • On the day of your screening interview, log into the video conference link about 15 minutes before the screening interview starts.  
  •  Test your audio and video. Be sure to read Screening Interview Technology Tips for Screening Interview to help maximize your virtual experience. 
  • The assessor will try to keep the interview to one hour but remember to schedule extra time afterward in case it takes a bit longer. To be safe, we suggest adding 15 minutes following the interview.  
  • You will be asked six or seven questions depending on your practice. You may not be asked certain questions if you do not work with physiotherapist assistants or you are not rostered for controlled acts. If you did not provide specific examples about your practice in your answers, the assessor may ask for more information and for you to be more specific.  
  • Remember, the assessor will not identify or recommend areas of improvement in your practice during or after the screening interview. The educational value of the screening interview is in the preparation for the interview, completion of the self-audit of a patient record, and moments of self-reflection that happen during the interview. 
  • The goal of the screening interview is to identify if the College needs more information about a PT’s practice. Those physiotherapists will move on to an assessment. The assessor cannot tell you if you are required to do an assessment. The decision to move a PT on to the assessment is not made by the assessor but is determined by the screening interview report once it has been entered in the system.  

After the Interview:

  • Following your screening interview, the assessor completes and submits your screening interview report to the College. The report is then entered into a system to be scored.
  • You will receive an email from the College letting you know that your report is available for you to access in the PT Portal within two to three weeks of the date you completed your screening interview. You can download and print a PDF of your results if you choose, and they will remain accessible in the PT Portal.
  • The report will let you know if you have successfully completed your screening interview or if you are required to participate in a second activity called an assessment.
  • If you are not required to do an assessment then you are done. You will not be selected for another screening interview until we have gone through the full rotation of PTs. We anticipate that this will take approximately 10 years, however that number is an estimate and could change.
  • If you have any questions about the report, you are welcome to contact the Quality Assurance Manager at any time.
  • If you require the report in an alternate format, please do not hesitate to let the College know and they are happy to assist.

Resources for your Screening Interview

Screening Interview Questions

Record Keeping Checklist

After the Screening Interview

Two to three weeks after the screening interview, you will receive an email from the College letting you know your results are available in the PT Portal. Your results will indicate if you need to complete the more comprehensive assessment, or if you’re finished with the process.

If you’re finished, you won’t be asked to complete another screening interview until all PTs have gone through the process, which should take approximately 10 years.

Remember: The screening interview is an opportunity for you to reflect on your practice. The educational value is in the preparation, completion of the self-audit of a patient record and moments of self-reflection after the interview.

Questions?

Contact: qualityassurance@collegept.org
1-800-583-5885 ext. 212

Assessment

Only a small number of physiotherapists have to complete an assessment.

If you are required to complete an assessment, you will be notified by the College.

The assessment provides a comprehensive look at your practice. The assessment is conducted by a College assessor and includes a chart review of three to five patient records, a review of your written policies against checklists, and a two-hour video interview where the assessor asks a series of behaviour-based questions.

The purpose of the assessment is to collect more information about your practice to help identify gaps in your knowledge, skills or judgement, and determine what follow-up action is required.

Who Completes the Assessment?

Physiotherapists whose screening interview results indicate that the College requires more information about their practice will be required to complete the assessment. It’s estimated that five to 10 per cent of physiotherapists who complete the screening interview will also complete the assessment.

You will receive an email from the College if you are to complete an assessment.

How the Assessment Works

The assessment includes three parts:

Part 1:

A review of your completed written policy checklists and confirmation that the policies are available. This must be uploaded and completed at least 10 days before the scheduled assessment.

Part 2:

A chart review of three to five patient records. This must be uploaded and completed at least 10 days before the scheduled assessment.

Part 3:

Behaviour-based interview questions and recommendations from the assessor about specific rules and resources to review.

You will receive detailed information by email, but here’s a quick breakdown of the assessment process:

  • Review your screening interview results and verify your employment information in the PT Portal.
  • You are matched with a College assessor and asked to confirm if there is a conflict of interest, like an existing personal or professional relationship. It will not be the same assessor who completed your screening interview.
  • The assessor contacts you to schedule the assessment.
  • There are several resources available to help prepare, including the questions you will be asked during the assessment and a video example of a behaviour-based interview question.
  • Select and securely submit five patient records, your written policies and completed policy checklists up to 10 days before your scheduled assessment.
  • Complete your assessment – don’t forget to test your technology beforehand and schedule 15 minutes of extra time in case your assessment goes longer than two hours.

Resources for your Assessment

Assessment Questions

Adverse Events and Rostered Activities Checklist

Infection Prevention and Control Checklist

Fees, Billing and Accounts Checklist

Communication Plan with PTAs Checlist

Equipment Maintenance Checklist

How to Choose Patient Records for Practice Assessments

  • Choose five records that best reflect your current practice. Ideally, the records should be from the last year or two of your practice.
  • Gather the entire physiotherapy record. A complete physiotherapy record can include the following:
    • clinical notes (e.g., assessments, progress notes, reassessments, etc.)
    • financial documents (e.g. copies of receipts for payment, if applicable),
    • notes completed by the physiotherapist assistant (PTAs), including exercise tracking sheets
    • attendance tracking sheets
    • copies of exercise sheets (if any)
    • forms signed by the patient
    • reports sent to or received from others
  • Include everything in the physiotherapy record. Don’t worry if the documents include notes created by other team members. The assessor is only reviewing your physiotherapy notes. You will not be evaluated based on entries created or edited by other team members, except in cases where you assigned and supervised the physiotherapy care to others (i.e. physiotherapist assistants)
  • Select at least one record for each authorized activity (controlled act) you are on a roster to perform. For example, if you perform acupuncture and spinal manipulation, the assessor should review records that include these activities as part of patient care.
  • If you work with physiotherapist assistants, submit at least one record where care has been assigned and supervised.
  • Find at least one record representing a patient you discharged from treatment, if possible.

After the Assessment

You will receive your assessment report approximately two to three weeks after your assessment. After you receive the report, you have 30 days to respond and provide additional information. Your response and the report are then reviewed by the Quality Assurance Committee. Your response is optional but can help the Committee better understand your practice and assessment results.

The Committee will consider outcomes to support you in addressing any gaps identified during the assessment. Results of the assessment are not shared with employers or other areas of the College.

Remember: The assessment is meant to be supportive and educational.

Possible Outcomes of an Assessment

The Committee can direct you to take additional learning to address identified gaps in your practice. This could include meeting with a practice coach, submitting a review of standards and resources, or completing courses. These activities are intended to help address learning needs in the areas identified in the assessment report.

After the Committee reviews the assessment results and written responses, they usually close the file or propose additional learning. In rare cases they can refer you to the Inquiries, Complaints and Reports Committee (ICRC) or ask the Registrar to place terms, conditions or limitations on your practice.

For decisions that result in additional learning, restrictions on practice or a referral to ICRC, you always have a second opportunity to respond to the proposed decision. The Committee will consider your response before making a final decision.

Questions?

Contact: qualityassurance@collegept.org
1-800-583-5885 ext. 212

Continuing Professional Development

What is Continuing Professional Development?

It’s important that physiotherapists keep their knowledge and skills up to date to provide high-quality patient care. This is called continuing professional development (CPD).

As a physiotherapist, your CPD must include:

  • Participation in yearly education and professional development to maintain the knowledge, skills and judgement you need to provide safe, competent and high-quality care.
  • A record of your continuing education and professional development activities for the past five years.
  • The ability to share a record of your CPD activities with the College upon request.

There are no specific requirements for the amount and type of continuing education and professional development activities you do. It’s up to you to identify your own learning goals, come up with a learning plan, and reflect on your learning.

Examples: How to Track Continuing Professional Development

  1. Decide how you’re going to collect the information. It could be a binder, a folder or a Word file on your computer – whatever works best for you.
  2. Identify your learning goals.
  3. Document evidence of ongoing learning and improvement, including:
    • Continuing education certificates
    • Diplomas, degrees and awards
    • Performance review outcomes
    • Letters of reference
    • Journal articles, posters or abstracts
    • Professional contacts
    • Critical appraisal of professional literature records of student supervision
    • Teaching and leadership activities
    • Educational conferences
    • Workshops and professional associations (e.g. OPA)
  4. Make note of critical incidents or treatment changes in your practice setting.
  5. Include peer and/or patient feedback in addition to your self-assessment.
  6. Update the information annually, after learning events like a course or conference, or when your job or employer changes.

Choosing Training or Education

The College doesn’t approve specific continuing education or training and expects physiotherapists to apply their own professional judgement.

Consider the following questions before choosing training or continuing education:

  • Is the company providing the training knowledgeable and reputable? How long have they been around? If the instructor is a regulated health professional, consider looking them up on their College’s Public Register.
  • Is there science or evidence to support the information being taught in the course? Do your own background research.
  • Does the training include learning theory, hands on practical skills, and evaluation of your performance?
  • Ask a peer who has done the training for their feedback. Would they recommend it?
  • Do the teaching methods align with how you like to learn?

Forms: English

Chart Stimulated Recall Worksheet

Critical Incident Report

Identification of Learning Needs

Learning Plan

Reflection on Outcomes of Learning Activities

Reflection on Practice

Smart Learning Goals

Formes: Français

Feuille de Travail – Rappel stimulé des dossiers (RSD)

Rapport d’incident critique

Identification des besoins éducatifs

Plan d’apprentissage

Réflexion sur les résultats des activités d’apprentissage

Réflexions sur la pratique

La méthode SMART

Questions?

Contact: qualityassurance@collegept.org
1-800-583-5885 ext. 212