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Practice management

Conquering the final frontier of learning

Shirley Schipper
Canadian Family Physician September 2020; 66 (9) 697;
Shirley Schipper
MD CCFP FCFP
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  • RE: Practice Management for Family Medicine Residents in Canada
    Ivy F. Oandasan
    Published on: 30 March 2021
  • RE: practice management
    John w Crosby
    Published on: 18 November 2020
  • RE: Practice Management for Family Medicine Residents in Canada
    Dr.Guy R. Blais
    Published on: 19 September 2020
  • Published on: (30 March 2021)
    Page navigation anchor for RE: Practice Management for Family Medicine Residents in Canada
    RE: Practice Management for Family Medicine Residents in Canada
    • Ivy F. Oandasan, Family physician and Director, Education, The College of Family Physicians of Canada

    The response from Dr. Blais addresses an important aspect of the CFPC’s new Practice Management tool – Practice Management Prep (PM Prep) – that would likely benefit from some additional context. PM Prep is intended to be used in addition to the existing practice management curriculum currently being offered in residency programs and by other stakeholder organizations in Canada.
    As Dr. Schipper noted, PM Prep was developed in response to feedback from new-in-practice physicians that the business side of running a family practice, such as managing finances, medical-legal questions, and contract negotiations, posed the greatest challenge, and they wanted more training in those areas during residency.

    When looking to address these gaps, the CFPC first sought to understand what was already being done as part of residency training for practice management. All programs reported practice management training being delivered in some capacity over the two years of residency, often in concert with key stakeholder organizations including Joule and the CMPA. However, despite the existing training, early in practice family physicians continued to report that they felt unprepared for practice management, and that they were often unaware of the resources available to them, or that the time required to identify and locate necessary resources posed a significant barrier to accessing resources once they were in practice.

    When the working group consulted Program Directors,...

    Show More

    The response from Dr. Blais addresses an important aspect of the CFPC’s new Practice Management tool – Practice Management Prep (PM Prep) – that would likely benefit from some additional context. PM Prep is intended to be used in addition to the existing practice management curriculum currently being offered in residency programs and by other stakeholder organizations in Canada.
    As Dr. Schipper noted, PM Prep was developed in response to feedback from new-in-practice physicians that the business side of running a family practice, such as managing finances, medical-legal questions, and contract negotiations, posed the greatest challenge, and they wanted more training in those areas during residency.

    When looking to address these gaps, the CFPC first sought to understand what was already being done as part of residency training for practice management. All programs reported practice management training being delivered in some capacity over the two years of residency, often in concert with key stakeholder organizations including Joule and the CMPA. However, despite the existing training, early in practice family physicians continued to report that they felt unprepared for practice management, and that they were often unaware of the resources available to them, or that the time required to identify and locate necessary resources posed a significant barrier to accessing resources once they were in practice.

    When the working group consulted Program Directors, they indicated that there was limited time to dedicate to additional practice management training within the existing curriculum. As a result, the working group set out to develop a self-guided resource that could be completed independently, but could also be optionally enhanced through coaching at existing intervals (E.g. the periodic review) with the support of residency programs.

    After completing a PM Prep activity which consists of a brief reflection on key practice management topics and creation of a learning plan, the learner is encouraged to review identified resources that have been paired with the specific reflection question, and to discuss their reflection. Ideally, they would discuss the topic with their preceptor or a faculty member at their program as time allows, but alternatively, with a mentor, peer, or peer-group, to deepen their reflection. The CFPC also offered two virtual peer consultations in February 2021, providing opportunities for residents to connect with their first five years colleagues to ask questions about practice management and transitioning to practice.

    In addition to the self-reflections, through the support of stakeholders like Joule, the CMPA, and CFPC Chapters, PM Prep includes a repository of resources by topic for learners to reference at any time, including once they transition to independent practice. We are also exploring carrying out continued virtual learning opportunities with Joule and CMPA to meet our resident and FFYFP practice management needs. Our hope is that this tool will help residents think about and discuss practice management topics earlier in training and throughout their residency. The aim is that they will leave training aware of practice management resources available and accessible to them.

    Show Less
    Competing Interests: None declared.
  • Published on: (18 November 2020)
    Page navigation anchor for RE: practice management
    RE: practice management
    • John w Crosby, Family Physician, University of Toronto

    Great article. Get my free ebook and audio book on family practice management. Email me at drjohncrosby@rogers.com

    Competing Interests: None declared.
  • Published on: (19 September 2020)
    Page navigation anchor for RE: Practice Management for Family Medicine Residents in Canada
    RE: Practice Management for Family Medicine Residents in Canada
    • Dr.Guy R. Blais, Family Physician, University of Alberta Department of Family Medicine

    I read the Presidents Message on Practice Management by Dr.Shirley Schipper with great interest. I applaud the initiative that is an important one for a neglected topic for Family Medicine Residents as they prepare for family medicine practice.

    However if someone reading this article without prior knowledge of what has taken place for teaching practice management to Family Medicine Residents at the various Canadian Family Medicine Programs in the new millennium may get the wrong impression. They may think it was not taught or it was not a priority at the various family medicine residency programs across Canada prior to this initiative. This is not the case.

    In December, 2001 Dr.Paul Humphries was the director of Postgraduate Education for the Family Medicine Residency program at the University of Alberta and being a bit of a visionary he saw the need for Practice Management to be taught to the Family Medicine Residents at the U of A. Knowing my passion for teaching medical students and Family Medicine Residents about Family Medicine and especially Practice Management he asked me to be the Coordinator of Practice Management Education for the Family Medicine Residency program at the U of A. I continued fulfilling this role until 2018 when the the new initiative occurred and my position was dissolved.

    With the aid of a great support staff and with the support of the faculty at the U of A in the department of Family Medicine we successfully presented a 2 d...

    Show More

    I read the Presidents Message on Practice Management by Dr.Shirley Schipper with great interest. I applaud the initiative that is an important one for a neglected topic for Family Medicine Residents as they prepare for family medicine practice.

    However if someone reading this article without prior knowledge of what has taken place for teaching practice management to Family Medicine Residents at the various Canadian Family Medicine Programs in the new millennium may get the wrong impression. They may think it was not taught or it was not a priority at the various family medicine residency programs across Canada prior to this initiative. This is not the case.

    In December, 2001 Dr.Paul Humphries was the director of Postgraduate Education for the Family Medicine Residency program at the University of Alberta and being a bit of a visionary he saw the need for Practice Management to be taught to the Family Medicine Residents at the U of A. Knowing my passion for teaching medical students and Family Medicine Residents about Family Medicine and especially Practice Management he asked me to be the Coordinator of Practice Management Education for the Family Medicine Residency program at the U of A. I continued fulfilling this role until 2018 when the the new initiative occurred and my position was dissolved.

    With the aid of a great support staff and with the support of the faculty at the U of A in the department of Family Medicine we successfully presented a 2 day seminar to the 2nd Family Medicine Residents and were available for consultation during the year if needed. This seminar was accomplished with the additional support of a Family Physician from the practice arm of the Canadian Medical Association/Practice Solutions (later called Joule). We were careful to avoid any bias by my presence through out the seminar. Each year up to 2017, an updated "Family Medicine Practice Management Booklet" was prepared and sent electronically to each of the U of A Family Medicine Residents. This included sample locum tenens contracts, how to start and write a medical legal letter and a checklist of things to do before starting Family Medicine Practice. The generic form of this checklist was adapted with my permission in 2017 and is now part of a Joule Practice Management Module in English and French.

    I know it was not the intent of Dr. Schipper to underplay the role of other Family Medicine Preceptors have played in teaching practice management at various family medicine programs prior to this new initiative. I know this since I have read about her own positive experiences and as well she was supportive to me attending the above seminars during her time as as a past Postgraduate Family Medicine Director at the U of A. My point is that there were and are others like myself across Canada quietly preparing Family Medicine Residents for Family Medicine Practice that should not be forgotten.
    In addition to this initiative by the CFPC please do not forget to let your Family Medicine Residents, CFPC's First 5 Years in Practice individuals and all Canadian Family Physicians know about other important practice management resources. These are such as through the Canadian Medical Association www.cma.ca (go to Member Resources, choose Resident Resources and slide down to Practice Management). On this site there are multiple modules some similar as those in the initiative but many more that that will help in learning about practice management for family medicine in Canada.

    Thank you for reading my comments. Again congratulations on such a fine initiative by the CFPC.

    Show Less
    Competing Interests: None declared.
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Canadian Family Physician: 66 (9)
Canadian Family Physician
Vol. 66, Issue 9
1 Sep 2020
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Practice management
Shirley Schipper
Canadian Family Physician Sep 2020, 66 (9) 697;

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