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APTA Clinical Performance Instruments for PT


Evaluation
Student: Shelby Schneider

Clinical Staff: Jacob Lippert

Site: Athletico Physical Therapy - Clarkston

Evaluation Name: PTH 634 Summer 2022 - Class of 2024

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CI

Self Eval

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1.   Professional Practice – Safety


Self Mid-Term
— Shelby Schneider I maintain a safe working environment through use of appropriate manual guarding and utilizing a gait belt. I
acknowledge my limits both physically and intellectually when it comes to patient care. If I am not confident in
my capabilities, I do not hesitant in asking my clinical instructor for assistance and/or to demonstrate on the
patient before I perform the skill. I utilize proper body mechanics when administering therapeutic intervention
techniques. Still working to improve: verbalizing precautions and/or contraindications to a patient to ensure that
a therapeutic intervention is appropriate for their care.

Self Final
— Shelby Schneider I have continued to ensure a consistently safe environment for each of my patients through guarding (i.e., via
manually, gait belt), maintaining their confidentiality, and utilizing proper body mechanics when applying
certain interventions. If I do not feel comfortable in my knowledge and/or patient care skills to fully run the
patient through their plan of care, I will ask my clinical instructor for his input and/or time to help demonstrate
techniques to me that I believe would be beneficial for the patient. Still working to improve: knowing what my
clinic's safety policies and procedures are in case of an emergency with a patient.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby does an excellent job of ensuring safety of patients when it
comes to clinical care, sometimes to a fault. She is very proactive when it comes to ensuring a clean and safe
working environment and is very good at asking for help when needed. She understands when and how to guard
well.
Areas for growth: Her caution can get in the way at times of clinical care, most notably in tepidness with
high grade mobilizations and perceptible caution making patients feel uncertain at times. Both of these will get
better with reps.
Overall: I couldn't be happier with where Shelby is at with her performance given her current
level of training, I've seen her grow substantially over the first three weeks and cannot wait to see her continue
to grow.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby did a wonderful job of taking up the challenge of
tackling her confidence and has grown substantially in the last few weeks of her clinical rotation. All previous
comments for her areas of strength remain relevant, but have seen improvements as well.
Areas for Further
Development:
Plainly put, reps. Shelby has mastered the needs for safety in an outpatient clinic and works well
to maintain patient care that keeps both her patients and herself safe. She will no doubt flourish quickly in more
complex settings with sufficient experience.

B AB I AI E BE
Self +2
Safety
CI +4

2.   Professional Practice – Professional Behavior


Self Mid-Term
— Shelby Schneider Since the beginning of my clinical rotation, I have arrived on time, appropriately dressed, and prepped for the
day to to treat patients and further learn while doing so. I pride myself in my compassionate, empathetic
personality and the ability I have to demonstrate that to each patient I encounter. I also inquire about my
patient's lives outside of the PT clinic in order to build rapport with the patients and their families if they come
to the clinic. I also value my patients' dignities at each visit by taking their word at face value, respecting their
beliefs, and maintaining their modesty/privacy while applying therapeutic techniques to them. Throughout each
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week, I ask my clinical instructor for feedback regarding items that I can improve on and areas where I am
doing well in so that I can created targeted goals for myself for the following week. Still working to improve:
accepting constructive feedback without taking it personally and managing conflict without hesitation. I am able
to take in feedback ~95% of the time without issue, but the other 5% I sometimes have difficulty with.

Self Final
— Shelby Schneider Since my mid-term evaluation, I have continued to arrive either on time and/or early to my clinical dressed in
appropriate business casual attire. I am dependable not only to my patients but also to my clinical instructor in
the sense that I arrive to the clinic prepared with a "plan of attack" for the day, came in with a smile and positive
attitude each day, and always provided with my patients with caring, compassionate, and empathetic care. I
often completed tasks without my clinical instructor asking me, and consistently asked for feedback from my
clinical instructor without him prompting me to do so. Still working to improve: providing feedback to other
staff members if their actions are not in the best interest of the patient without offending the staff member.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby consistently demonstrates excellent professional behavior.
She is often here in the morning when I arrive, beating me to the clinic approximately 1/3 of the time.
Professional dress, integrity, and caring/compassion/empathy are not at all issues. Areas for growth: None.
Overall: Shelby performs excellently in this area and would score near entry level if not limited by rating
anchors.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby is incredibly proficient with this area,
demonstrating growth commensurate with, and frankly, well beyond where she should be as a new second year
student. I have worked with PT's and PTA's who pale in comparison to her "can do" attitude and compassion for
her patients. She continued to show up well before clinic start time throughout her rotation, ready and willing to
get to work. Areas for Further Development:
None, this is Shelby's strongest asset. I do not often make
exceptions to the anchor rating system, but for this section I am happy to do so.

B AB I AI E BE

Professional Self +1
Behavior CI +9

3.   Professional Practice – Accountability


Self Mid-Term
— Shelby Schneider I abide by the clinic policies, procedures, and adhere to legal practice standards by maintaining each patient's
confidentiality/privacy and providing ethical care to our patients. When it comes to patient care, the clinic does
not have set quit times for the patient's visit. As a result, I have provided patients care anywhere from 1 hour to
3 hours based upon their ailments to sufficiently address their deficits. I place the needs and wants of each of my
patients before my own, especially with their physical therapy goals. I prioritize their desires for what they want
out of physical therapy before my own greater than 80% of the time. Still working to improve: providing
services to patients that go beyond the "typical" practice (i.e., going to their place of work to see their operating
conditions).

Self Final
— Shelby Schneider I have continued to place the patient's needs and desires above my own with their plan of care. When I work
with the patients, I consistently ask them what their goals are for therapy. Once I have knowledge of these, I try
to incorporate specific interventions into their therapy that will help them reach their goals. I abide by the clinic
policies, procedures, and legal practice standards by respecting each patient's confidentiality, modesty, and
privacy. I go beyond the expected standards of practice by treating every patient as a human being. I make sure
to ask about their lives outside of the clinic to reassure them that they are more than just a profit.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby does an excellent job of maintaining confidentiality and
respecting policies and procedures of the clinic. She owns her limitations and is happy to take charge of
solutions rather than pass them off to others to manage. She is also good about feeling comfortable and
confident to raise issues if she's concerned about any ethical or legal issues (as evidenced by her asking
regarding what she should be doing when I had to be out of the office for the day).
Areas for growth: N/A, this
is one of Shelby's strongest performance components.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby does an excellent job of maintaining confidentiality
and respecting policies and procedures of the clinic. She owns her limitations and is happy to take charge of
solutions rather than pass them off to others to manage. She is also good about feeling comfortable and
confident to raise issues if she's concerned about any ethical or legal issues (as evidenced by her asking
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regarding what she should be doing when I had to be out of the office for the day). Shelby did a great job of
building plans for patients that could be easily followed and communicating needs and goals in order to ensure a
smooth transition for the patients she was managing.
Areas for Further Development:
N/A, this is one of
Shelby's strongest performance components.

B AB I AI E BE
Self +3
Accountability
CI +4

4.   Professional Practice – Communication


Self Mid-Term
— Shelby Schneider I ensure that I speak to my peers and my superiors in a professional and timely manner both verbally and
nonverbally (i.e., emails). I feel comfortable in initiating communication in difficult situations and am respectful
when I need to do so. I write and verbalize appropriate communication regarding patients and to patients
without utilizing medical jargon/language that is challenging to understand and/or talking down to the patient as
though they were inferior. With this, I am also able to change how I communicate if I am speaking with another
peer or health care provider. In this case, I would utilize medical terminology when communicating with them.
When guiding patients through their plan of care, I make sure to pay attention to body language cues from the
patient and if it is warranted I adjust my treatment plan for them accordingly. Throughout the week, I seek
feedback from both my clinical instructor, the other DPT student who is at the clinical with me, and from the
patients I treat. Still working to improve: listening actively and attentively to patients, specifically during initial
evaluations when I am taking the patient's subjective information. I find that I will try and type/write as the
patient is speaking of their ailments instead of waiting until they're done speaking to begin typing/writing.

Self Final
— Shelby Schneider I always speak in a professional and appropriate manner to my patients, other staff members, and clinical
instructor both verbally and nonverbally (i.e., via emails, texts, body language). This communication is through
use of both medical language and/or lay-mans terms, depending on my target audience. If my patients are
having a difficult time understanding the point I am trying to get across to them, I am able to adjust my
language and try to relay my words in a different manner. With patients, I also make sure to adjust the course of
treatment based upon both their verbal and nonverbal cues. I have also improved on being able to actively
listen, especially during evaluations, and focus on what the patient is saying instead of making sure I get
everything written down that they are relaying to me. With other staff members in the clinic, I often
communicated to them how important their role is to providing patient care as well and expressed my
appreciation for them nearly everyday. I seek feedback from my patients, other staff members, and my clinical
instructor. If they have any tips on how I can improve, I immediately begin to incorporate it into how I treat.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby is an excellent communicator when it comes to daily
conversation. She maintains professionalism in communication at all times with both staff and patients. She
does well to pick up on non-verbal communication and is a very authentic and active listener.
Areas for growth:
Shelby spent the last year being taught medicine out of lectures and textbooks aimed at doctoral students and (as
all medical professional students do) consequently learned how to speak about medicine in a very textbook
fashion. She is working at adapting her patient education to better fit layperson population, and I've encouraged
her to practice this utilizing reddit.com/r/explainlikeimfive, which I find to be an incredible resource for learning
how to teach at an accessible level without making someone feel like they're being talked down to or having the
material "dumbed down". The only other struggle Shelby has had was with laying the hammer down a little too
hard on a young female athlete when educating her on the recovery time of her injury at eval which put the
patient in tears, however, Shelby was able to recover the situation and has developed a trusting professional
relationship with the patient now.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Great job stepping it up a notch here! Shelby really took
this area to heart and chose to focus on really meeting people where they were at with their knowledge bases
and skill sets and I am very happy to report that she has developed strong relationships with several patients that
went well beyond what is normally achieved in such a small window of time.
Areas for Further Development:
Keep up the great work building your rapport with patients, navigating the sticky quagmire of difficult cases and
cases where you have to clean up the mess other providers left will require reps to get comfortable with, but
until then, just rely on your default reaction which is incredible compassion.

B AB I AI E BE
Self +2
Communication
CI +4

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5.   Professional Practice – Cultural Competence


Self Mid-Term
— Shelby Schneider I always communicate with sensitivity when speaking with every patient, regardless of if that patient looks like
me, shares my beliefs, etc. With this, I also listen to what my patients have to say and/or observe their actions
without judgement. I respect differences between my patients and I, and aim to learn from my patient how I can
better provide the best possible care to them.
Still working to improve: putting aside my bias towards work
comp cases and their motivation/intentions with their physical therapy visits.

Self Final
— Shelby Schneider I always treated each of my patient with the same amount of respect and dignity, regardless of their age, race,
gender, socio-economic status, and/or sexuality. I provided nonjudgemental care and improved with discarding
my mental bias towards work comp cases and their motivation/intentions for physical therapy.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby has great cultural competency, which is incredibly important
in my clinic, where the clientele is majority minority. She provides care that is nonjudgmental and meets people
where they are at with their needs and values.
Areas for growth: Every PT school I have ever interacted with
does a disservice to their patients teaching implicit bias against work comp patients, who in my experience are
no more likely to be dishonest about their medical needs than the general population. Shelby self-identified her
bias to this patient population and has been working to modify her mindset on this during her time with us.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby did a great job of working on her bias with work
comp cases and has been making visits with this patient group some of her most in depth and well planned
interventions.
Areas for Further Development:
This is an area for constant self improvement for all providers.
Keep at it. Make it a goal to always better yourself, expose yourself to new groups, cultures, mindsets, and learn
how to integrate their needs into their plans of care.

B AB I AI E BE

Cultural Self +2
Competence CI +4

6.   Professional Practice – Professional Development


Self Mid-Term
— Shelby Schneider I am fairly confident with consistently outlining and reassessing what my strengths and weaknesses are as it
pertains to my patient care skills. When I feel weak with a skill, I do not hesitate to go to my superior (i.e.,
supervisor, professor, etc.) to ask them for help. Still working to improve: developing realistic goals for
myself/not being too harsh on myself if I am not 100% on every skill and attending professional
activities/events that are outside of my clinical environment (i.e., CEUs).

Self Final
— Shelby Schneider I am my own worst critique, so I am consistently identifying my strengths, weaknesses, and formulating goals
to better myself. Something I have tried to work on during this last half of my clinical was to not be so harsh on
myself and/or set unrealistic expectations for myself, which I believe I improved on. I also ask for input from
my patients, other staff members in the clinic, and my clinical instructor on how I can improve my performance.
I am also always first to admit when I do not feel comfortable/confident in a certain skill/knowledge topic, so I
am never afraid of asking for help if something is out of my realm. Throughout my clinical experience, I also
attended an opening of a new clinic location where I networked with other staff members and on another
occasion I attended an Athletico sponsored CEU presentation.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby does extremely well at identifying her limitations in clinical
skill set, and does an incredible job advocating for herself when she needs assistance or guidance with clinical
practice. She has done well to utilize resources for situations/conditions she doesn't have as strong of a grasp on.
She has also scheduled to do observations next week with our Pelvic Floor specialist and our Occupational
Therapist and Certified Hand Specialist.
Areas for growth: Shelby initially struggled with having realistic goals
and benchmarks for herself, wanting to bite off far more than she could chew, in part due to where she was at in
her program and in part due to being unfamiliar with our EHR. She has come a long way since then and does
well to work on her skills as she moves forward.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby seeks guidance from her clinical team, utilizing her
clinical instructor, as well as her resources, fellow student, and support staff to deliver optimal care for the

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patients that are on her caseload. She does well to focus on critical and accurate self-evaluation and establishing
realistic goals for herself and her patients. She has done well to utilize resources for situations/conditions she
doesn't have as strong of a grasp on. When I had a day that I needed to be out of the clinic, she took the
opportunity to observe with our Pelvic Floor specialist, our Occupational Therapist and Certified Hand
Specialist, and a dry needling specialist at our buddy clinic in East Lansing. She also participated in an
Athletico University seminar with Dr. Fitton on the last day of her clinical rotation.
Areas for Further
Development:
Her day at East Lansing and Athletico University night notwithstanding, Shelby did not have
many opportunities to focus on professional development beyond the four walls of the clinic due to the ongoing
COVID-19 pandemic. She will no doubt grow in this area as the world continues to recover. I do not see this as
a concern at this time, as she is driven and always ready to take on a challenge.

B AB I AI E BE

Professional Self +3
Development CI +4

7.   Patient Management – Clinical Reasoning


Self Mid-Term
— Shelby Schneider I believe that every decision I make as it pertains to patient care is ethical; however, sometimes the decisions I
make are geared more towards the patient's disease/ailment instead of them as a whole. With this clinical, I have
had the opportunity to improve on that. I never have trouble with asking for my clinical instructor for help after
recognizing my knowledge bank limitations. As a student, I understand that I do not have knowledge and/or
experience with everything, so I often do not shy away from asking questions/for assistance.
I rated myself at
this point as being just below advanced beginner because my clinical reasoning skills are not terrible, but they
are not 100% consistent. To be scored as an advanced beginner, the clinical problem solving needs to be
consistent. Still working to improve: searching for evidence to support my plan of care, while also seeking out
evidence that could potentially disprove my plan of care choice. I also want to put more emphasis on what the
patient's needs/goals are for their rehabilitation when it comes to their treatment plan.

Self Final
— Shelby Schneider When I am making decisions for a patient's course of care, I make sure I am able to provide sufficient rationale
with it. I make decisions that tailor both to mine and my patient's needs and/or wants for their plan of care.
While I am monitoring the patient during their treatment sessions, if the original plan of care is not working,
then I make appropriate modifications. If the modifications are still not providing benefit to the patient, then I
consulted with my clinical instructor because I recognized my limits. I want to improve on using multiple
sources (i.e., textbooks, medical articles), not just the knowledge I have from inside the classroom, when I am
making clinical decisions.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby does extremely well in reasoning out individual components
of care and whole cases for simple cases. She makes decisions based on ethical and evidence based available
evidence and is able to interpret the results of testing that she is familiar with.
Areas for growth: For simplicity's
sake, we are taught in school as if every issue exists in a vacuum and that impairs students ability to coalesce
information in complex cases. This is not a Shelby specific issue, but is an area for growth.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby has spent the last six weeks learning to treat
patients as a whole, rather than as a disease or deficit in a vacuum as we teach our students for simplicity's sake
during PT school. She does well to present a rapid and logical plan of care with supporting arguments that
support her thought processes. Areas for Further Development:
As Shelby's clinical skill set expands, she will
no doubt come across cases which are confounding. Remembering the lesson of being comfortable with saying
"I don't know." will be key to Shelby's success as a Doctor of Physical Therapy.

B AB I AI E BE

Clinical Self +4
Reasoning CI +5

8.   Patient Management – Screening


Self Mid-Term
— Shelby Schneider I am consistent with reviewing medical history for my patients and performing a systems review for them.
I am
improving on my skills pertaining to taking tests and measures for my patients during their initial, progress, and
discharge notes along with interpreting what those tests and measures indicate. Still working to improve:

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knowing who to refer patients to when they have an ailment that is outside of my scope of practice, and
performing tests and measures with 100% accuracy 100% of the time.

Self Final
— Shelby Schneider Before seeing a patient, a cardiac screen is performed. I then review the patient's past medical history, perform a
systems review based upon their intake information, and decide which screening tests and measures are
appropriate to use on the patient depending on what information I am being presented with. I am able to conduct
these tests appropriately and can interpret them accurately. I have felt more comfortable this second half of my
clinical with knowing when it is appropriate to refer out (i.e., very high blood pressure, DVT symptoms,
cervical ligament instability).

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby does a good job of performing basic screening, and review of
PMH and responds according to normal guidelines of care. She also does an excellent job of selecting and
interpreting tests and measures she is familiar with.
Areas for growth: Shelby has not spent enough time yet
with clinically evolving and unstable patients and will need reps with them to get comfortable seeing and
knowing how to appropriately manage patients who present as other than ideal (e.g.: vitals being off-nominal).

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby does a great job of performing basic screening,
review of PMH, and responds accordingly to normal guidelines of care. She also does an excellent job of
selecting and interpreting tests and measures she is familiar with. Over the second half of her clinical rotation,
she worked on enhancing her skills in this area utilizing gold-standard subjective tests and FOTO outcome
scores to help explain her POC to patients.
Areas for Further Development:
Shelby has not spent enough time
yet with clinically evolving and unstable patients and will need reps with them to get comfortable seeing and
knowing how to appropriately manage patients who present as other than ideal (e.g.: vitals being off-nominal),
and complicated patients in more acute settings.

B AB I AI E BE
Self +4
Screening
CI +4

9.   Patient Management – Examination


Self Mid-Term
— Shelby Schneider I am consistent with obtaining a history, conducting a systems review and taking appropriate measurements, and
then taking the information gathered to propose several hypotheses on what the patient is dealing with. Still
working to improve: Being able to conduct examination cases that are complex, being able to flawlessly adjust
tests and measures according to how the patient responds, and completing examinations in a logical sequence
(i.e., performing all desired tests and measures in seated, then in supine, then prone, etc.).

Self Final
— Shelby Schneider I have continued to be consistent with taking the patient's past medical history, conducting a systems review,
asking pertinent subjective information, and taking appropriate objective measures via a logical sequence during
my examination. I have improved with knowing when to adjust how I am taking the objective measurements for
a patient based upon their physical capabilities. Once I have finished my examination, I am able to provide the
patient with a diagnosis and prognosis based upon my current knowledge.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby does a perfectly acceptable job at obtaining and utilizing
history to determine the appropriate plan of action when setting up her exam. She does an excellent job of
performing tests and measures she has been trained in, needing minimal guidance to make adjustments in
testing strategies and actively incorporates new testing into her skill set.
Areas for growth: Shelby has self-
identified her need to improve sequencing of testing and testing following interventions to assess efficacy of
interventions.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby performed exams for musculoskeletal conditions
with increasing confidence throughout the rotation. Shelby did an excellent job with assessing patients for
assistive devices, work comp FSR's, ergonomics and body mechanics, gait, balance, pain, and posture. She also
did an excellent job of adapting to my approach of making a patient feel heard: asking a patient "In your own
words, what's wrong, and how can I help?" and actively listening without interruption until the patient has
stopped talking for at least 4 seconds.
Areas for Further Development:
Due to not having the opportunity to
cover it in class yet, Shelby has room to grow in her abilities with neurological conditions especially with regard
to vestibular patients. She also hasn't had a lot of exposure yet to complex conditions and referred pain due to

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the nature of the setting. Shelby will benefit from continuing to refine the sequencing of her exam, developing
her own "if this, then that" approach to determining order of exam and special tests to select.

B AB I AI E BE
Self +3
Examination
CI +5

10.   Patient Management – Evaluation


Self Mid-Term
— Shelby Schneider I am able to extract impairments and functional limitations from my patient's intake evaluation; however, I do
not consistently reach a decision on how to handle a patient's plan of care as efficiently as possible 100% of the
time. Still improving on: Being able to back up my decision on the patient's plan of care based upon current
evidence, and determining the plan of care without hesitation.

Self Final
— Shelby Schneider After taking all in all of the subjective and objective during the patient's examination, I am able to combine all
this information and evaluate what I believe are their physical impairments and functional limitations. I am now
able to reach my clinical decisions and synthesize the information I extracted from their examination in a more
timely manner.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby does well evaluating the results of her exam to identify root
causes of dysfunction and impairments, and can back up her clinical decision-making with the appropriate
results.
Areas for growth: Shelby will need to work on improving efficiency at arriving at her conclusions in
order to be able to effectively eval and treat on the same day when she is a independently practicing clinician.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby does an excellent job of utilizing data to formulate
her clinical judgements, working with the ICF framework, and using clear and concise evidence-based decision-
making. In her last week, Shelby achieved one of her personal goals at improving efficiency with her evaluation
skills, completing an evaluation with documentation day of service.
Areas for Further Development:
Efficiency
is Shelby's biggest area for development when it comes to evaluation, as it is for every clinician when it comes
to evaluation. This will get better with reps, but it will be a lifelong process of self improvement. She and I
share a struggle in being raised "Midwest nice" and often find it difficult to balance being polite with not letting
patients dominate the conversation to the point that they get in the way of their own care.

B AB I AI E BE
Self +4
Evaluation
CI +7

11.   Patient Management – Diagnosis and Prognosis


Self Mid-Term
— Shelby Schneider I am able to comprise a mental list of differential diagnoses when I am conducting an evaluation on a patient;
however, I am not consistent with diagnosing complex cases. I also am getting better with clarifying prognosis
timelines for certain diagnoses, but need further practice with complex cases' prognosis. Still improving on:
Considering co-morbidities that a patient may have and performing research on those co-morbidities to learn
more about how they could compromise the patient's healing times/success with PT.

Self Final
— Shelby Schneider This category is by far the one where I personally feel that I have had the most growth in. During the first half
of my clinical, after completing my examination and evaluation of a patient, I would then proceed to inform the
patient of their diagnosis and prognosis. Now, instead of saying "I think you have ____ and I think it will take
____ long to recover," I am able to confidently provide them with this information and instead of saying "I
think" I now say it with my chest. This ensures the patient that they can put their trust in me.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby is comfortable at determining a diagnosis based on
appropriate clinical evidence and does an adequate job at differential diagnosis (I emphasize the need with
students to prove it is what it is, but also prove it isn't what it isn't).
Areas for growth: Prognosis is one of
Shelby's key areas for growth. She needs to work on confidence with giving a prognosis with patients "I'm
thinking maybe 2wk6" needs to be "You have <diagnosis>, and in order to fully resolve the issue we're going to
see you for twice a week for the next six weeks, this frequency is important and here's why...". On the other end
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of the spectrum, the only time Shelby has ever really struggled in her clinical experience thus far was when she
was a little too harsh in delivering bad news of a poor prognosis/long plan of care to a student athlete.
Discussion of FOTO implications is a

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby performs at a level commensurate with, or even
slightly beyond her clinical and didactic experience when it comes to arriving at an accurate diagnosis, excelling
with simple cases, but still occasionally struggling with complex cases, as is expected. She utilizes PMH and
other contributing factors well in accurately coming to a conclusion with differential diagnosis and prognosis
for simple cases. Shelby took up the challenge of improving her confidence with communication related to
prognosis and by the end of her clinical rotation has started to get comfortable with her prescription of physical
therapy to patients.
Areas for Further Development:
At this clinic we have strong relationships with multiple
physicians who often refer patients with little more than pain in <a body part>, "evaluate and treat". This can be
quite intimidating for new students to not be spoon fed a diagnosis; however, should be the expected norm as it
is in most states that patients have unrestricted direct access to physical therapy. As she moved through the
clinical experience, Shelby has begun to develop confidence and competence with delivering a diagnosis based
on her exam and evaluation, especially for musculoskeletal injuries and conditions. Shelby is still developing
her skill set when it comes to arriving at an accurate diagnosis/prognosis for complex cases.

B AB I AI E BE

Diagnosis and Self +3


Prognosis CI +6

12.   Patient Management – Plan of Care


Self Mid-Term
— Shelby Schneider I am becoming more sufficient with developing goals for the patients I treat, but I am still working towards
making them more functional with appropriate time durations. I also do well with including the patient on their
plan of care and making sure that my goals for them line up with the goals that they have for themselves while
in physical therapy. I am getting better with adjusting patients' plan of cares and their discharge plan based upon
their presentation and their conversations with me regarding their current state. Still improving on: Advocating
for patients to be able to access PT services via making phone calls to insurance companies, physicians, etc.
which will improve when I have more opportunities to do so.

Self Final
— Shelby Schneider Once I provide patients with their diagnosis and prognosis, I explain to them the plan of care that I think they
would benefit from. This plan of care is consistent with the examination and evaluation that I conducted. I
ensure that the interventions that are included in this plan of care are not only justifiable and in accordance with
best practice, but also aligns with the patient's goals for their PT. When the patient begins completing this plan
of care, I monitor their progress and adjust the POC if I feel it is not meeting the patient's needs. I also feel this
is another area where I have shown improvement. I have become more comfortable with adjusting the
interventions I am providing the patient. Instead of feeling that the patient's pain isn't improving because of
something I am doing and/or not doing correctly, I simply adjust the intervention and look for a better one to
achieve the same goal.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby does an excellent job of incorporating her patient's desires
and individual goals into developing a patient-specific plan of care and goals. She does well to evaluate risks
and treatment alternatives with patients if they feel uncomfortable.
Areas for growth: This is mainly a question
of reps for Shelby. As she gets more reps developing a plan of care, she will become more comfortable,
confident, and efficient developing plans of care.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby did a good job of generating goals that were patient
driven and focused around functional deficits, and activity participation rather than simplistic physical deficits
(e.g. improved range of motion from 90 deg. to 120 deg.). Instead Shelby would generate goals that would read
more like "patient to improve knee flexion range of motion form 90 to 120 degrees in order to ascend/descend
stairs without pain or difficulty". Shelby did a phenomenal job of incorporating interventions that patients found
fun, exciting, and engaging, as well as necessary patient-specific interventions to restore/improve function as
needed. Areas for Further Development:
Shelby did a commendable job of discussing risk and benefits of
interventions with patients given where she is at in her didactic program, however this is still an area to grow,
especially with discussing options for care with a patient. As covered in "Patient Management – Diagnosis and
Prognosis", Shelby's biggest struggle in this area is with confidence (and projecting that confidence) with plan
of care development and independently determining frequency, especially early on.

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B AB I AI E BE
Self +4
Plan of Care
CI +4

13.   Patient Management – Procedural Interventions


Self Mid-Term
— Shelby Schneider I am consistent with prescribing and directing patients through interventions that are beneficial for their case,
providing reasoning to the patient on why I believe the interventions will be beneficial to their case, and then
monitoring the patient and adjusting treatment if need be throughout each PT visit when they're
receiving/completing the therapeutic intervention. Still improving on: Developing programs to
decrease/minimize risk of injury for my patients.

Self Final
— Shelby Schneider I ensure that once the patient understands what I am asking of them, and is provided with rationale on why I am
asking them to do that particular task during their treatment sessions, that they carry those interventions out in a
safe, efficient, correct manner. The interventions that I provide the patient with always have an appropriate
rationale behind them. If the patient is not able to accurately perform the intervention and/or it is not beneficial
for them, I use alternate interventions to accomplish those same goals. I always monitor the patient's response to
these interventions and adjust them as needed.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby is excellent at utilizing a plan of care to develop and perform
appropriate interventions with patients. She has a good understanding of modalities, patient education,
therapeutic exercise, functional activities, and non-thrust manual.
Areas for growth: Shelby will do well to
continue building confidence with thrust mobilizations and functional training/work conditioning. Work
Hardening is not a service offered at most clinical locations anymore.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby is excellent at utilizing a plan of care to develop
and perform appropriate and engaging interventions with patients. She has a good understanding of modalities
that were available in the clinic, patient education, therapeutic exercise, functional activities, and non-thrust
manual techniques. That said, interventions were a huge area of growth for her over the course of the second
half of the clinical rotation. At our clinic, we focus on delivering care that is as fun and challenging as it is
restorative to keep patients engaged and invested in their plan of care. When she first started, Shelby had a
cautious "treat by textbook" approach that felt almost a bit robotic and regimented. As she came out of her shell
and learned to deliver care in accordance with the standards and goals of the clinic, she was able to utilize her
awesome skill set and energy to deliver care that, while consistent with the plan of care, was also fun, exciting,
and engaging.
Areas for Further Development:
Shelby improved with confidence with thrust mobilizations and
functional training/work conditioning throughout her second half of the rotation, but this is still an area for
growth as is to be expected given it hasn't been covered in her didactic program yet. Don't be afraid to give it a
little gas with HVHA mobs!

B AB I AI E BE

Procedural Self +3
Interventions CI +4

14.   Patient Management – Educational Interventions


Self Mid-Term
— Shelby Schneider I do well with identifying the patient's learning style, adjusting my approach to teaching the patient if they are
having difficulties with understanding what I am trying to relay to them, communicating with their family
members and/or caregivers regarding the patient's course of treatment, and providing patients with a home
exercise program that is tailored to their needs and resources. Still improving on: Recommending solutions to
all job settings of my patients and the various demands that my patients need to be able to endure during their
days.

Self Final
— Shelby Schneider Not only do I provide patients with knowledge that I have within the physical therapy clinic to better their
physical ailments, but I also provide them with the tools and education for outside of the clinic (i.e., HEPs) to
help them manage further manage their problems. I make sure that their HEP is tailored to be realistic for their
schedule and the materials they have at their home/at their finger tips (i.e., a gym). Before I assume they
understand all the information I have thrown at them, I use the talk back method to ensure that there wasn't any
miscommunications between the patient and I if I did not relay them the information in a manner that was
sufficient for their learning style.

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CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Shelby does a great job of educating patients for the most part with the
exceptions listed in the sections above. Shelby has worked to improve her communication skills to better
convey information and materials in a way that is approachable and accessible.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
From the moment that Shelby walked through our doors, I
could tell that she was driven just as much by her love for physical therapy and restorative medicine as she was
by her drive to both teach her patients and willingness to share her knowledge with the clinical support staff.
She has continued to improve her communication skills to better convey information and materials in a way that
is approachable and accessible. Areas for Further Development:
As with many sections of the CPI, Shelby's
greatest deficit in educational interventions is a lack of reps and exposure to varied clinical settings. I have no
doubt that Shelby will continue to excel in this area as she continues her career.

B AB I AI E BE

Educational Self +3
Interventions CI +5

15.   Patient Management – Documentation


Self Mid-Term
— Shelby Schneider I am consistent at documenting according to the clinic's format, documenting in an organized manner, finishing
documentation in a timely manner, and doing so utilizing professional terminology. Still improving on:
Differentiating the nice to know over the need to know when it comes to documentation, and fully describing
why physical therapy care is essential for a patient to their insurance company through my documentation.

Self Final
— Shelby Schneider This is one category that I feel I have improved in the most. I have grown more comfortable and confident with
the system that Athletico utilizes to document patient notes. I make sure that I get my notes in in a timely
manner and that the quality of the notes are sufficient for where I am at in the program. I utilize correct
terminology in my notes, but also utilize language that is concise and easy to understand. I capture relevant
information to the patient in the notes and adequately and honestly document all aspects of their physical
therapy care.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Pros: Shelby has done well improving her documentation and getting
familiar with our systems and our general documentation standards. That said, I would like to see Shelby
continue to work on timeliness of documentation, which she has done throughout this clinical experience.
Shelby is improving daily in this area and I can't wait to see where she goes with this.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby continued to improve with timeliness of
documentation throughout her last few weeks, often having a majority of her notes completed before leaving the
clinic for the day for regular treatments and approximately 25% of the time for evaluations. Shelby's last few
weeks in the clinic were a period of substantial flux in staffing with my PTA leaving at the end of her third week
and my other student leaving at the end of Shelby's fourth week. As a result, the caseload she and I were
managing directly grew quickly, yet despite this, Shelby rose to the challenge and was able to manage an
impressive caseload for a second year! Areas for Further Development:
Shelby will continue to work on
timeliness of documentation, which she has done throughout this clinical experience.

B AB I AI E BE
Self +3
Documentation
CI +5

16.   Patient Management – Outcomes Assessment


Self Mid-Term
— Shelby Schneider I consistently monitor my patients and their progress throughout their episode of care, assess whether the goals I
outlined for the patient at their initial evaluation are being achieved/if they have been met, and adjust my
treatment based upon the patient's response to their PT visits. Still improving on: Researching the best updated

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evidence that will provide information on interventions for various patient types and the outcomes that are
associated with those interventions.

Self Final
— Shelby Schneider While my patients are in my care, I consistently ask them how they're doing. I track their progress at each visit
through their verbal responses, their physical appearance, and through their FOTO scores. During their progress
note days, I evaluate whether their functional goals are being met from their plan of care. If I feel that they aren't
improving, I reassess and see what I can do better/can incorporate at their next visit to try. During my future
clinical, I want to improve on researching what the best interventions are based upon the current evidence out
there.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
Shelby has been learning new assessment tools throughout the experience
and has learned to rapidly apply them and utilize the data gained from them to guide her clinical practice. She
has performed several progress note visits and two discharge visits with comprehensive outcome assessments at
each intervention.
This has been one of her stronger areas.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
At the clinic we utilize FOTO (Focus on Therapeutic
Outcomes) for the majority of our outcome measures. Shelby has learned how to utilize FOTO, not only to
enhance plan of care development, but to effectively communicate anticipated progress to new patients. Shelby
also did a good job of seeking feedback from patients regarding the quality of care rendered by her and the staff
under her supervision. She has been learning new assessment tools throughout the experience and has learned to
rapidly apply them and utilize the data gained from them to guide her clinical practice. Areas for Further
Development:
Continued exposure to outcome assessments in various clinical settings for more comprehensive
understanding and familiarity.

B AB I AI E BE

Outcomes Self +2
Assessment CI +5

17.   Patient Management – Financial Resources


Self Mid-Term
— Shelby Schneider I have scheduled patients, used my time while in the clinic effectively each day, accommodated for patient's
schedules when they have needed to push back their appointment time and/or reschedule, and adhered to
reimbursement guidelines. Still improving on: Being able to negotiate with reimbursement entities and utilizing
appropriate billing codes 100% of the time. I am still improving on these skills because I have not had much
practice with doing so if any.

Self Final
— Shelby Schneider Since my mid-term evaluation, I have had more experience and practice with scheduling patients for
appointment times, conducting evaluations and "regular" PT appointments in a more time efficient manner, and
submitting billing charges based upon the patient's personal insurance type and the insurance that the other
patients have who are present in the clinic at the same time. I ensure I am billing in a ethical manner, but also in
a way that is going to accurately reflect the time and skill I put into the patient's appointment. My
documentation has also improved significantly since day 1 of my clinical rotation.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
I have been very clear with Shelby that this area is NOT a priority of this
clinical experience. She spent the last year being told what kind of clinician she HAD to be, I wanted this
clinical experience to be focused on her determining the kind of clinician she WANTED to be. I don't want her
focusing on chasing the almighty dollar, I want her to be focused on developing her clinical skill set, how she
TREATS patients, but most of all, how she CARES for patients. That said, we have begun focusing on this area
briefly in her third week, but I am not at all concerned about her abilities in this area.

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload.
Areas of Strength:
Shelby is very time efficient and did an excellent job of
cleaning up after herself and guarding patients to reduce risk of injury. She did an efficient job of completing
notes on time. She also participated in an Athletico University event on the last day of her clinical. We also
drilled into appropriate billing in the last week, and Shelby was a quick learn there.
Areas for Further
Development:
This is an area for growth for everyone, and Shelby is just getting her feet wet in this area. She'll
do well to continue this focus as she progresses through the program.

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B AB I AI E BE

Financial Self +3
Resources CI +4

18.   Patient Management – Direction and Supervision of Personnel


Self Mid-Term
— Shelby Schneider I graded myself as a 5 because I believe that I am in between advanced beginner and intermediate. I require
supervision with more complex patients; however, I believe that I require less than 75-90% supervision with
simple condition patients. I often handle the care of patients without direct supervision of my clinical instructor,
but with complex patients I will sometimes have my clinical instructor step in if I am unsure on where to take
the course of care next.

Self Final
— Shelby Schneider I graded myself as an 8 because I require supervision from my clinical instructor less than 50% of the time with
simple conditions, but with complex patients I require supervision from my CI between 50-75% of the time. I
conducted 2 evaluations for complex patients during the second half of the clinical and only required my
clinical instructor to step in near the end of my evaluation when I was stuck on what my plan of care should be
with these individuals since I did not have prior experience with their presentation.

CI Mid-Term

Jacob R. Lippert Shelby is currently performing at 18% caseload on simple cases and has met the criteria of Advanced Beginner
to just below Intermediate (7/20) as a maximum score given the anchor ratings. For a more complete breakdown
see Summative Comments/Caseload.
I took the guidance of my staff on this as I feel it's important to get input
of the individuals being supervised and directed on how a student does on this component. Here are some of
their inputs including an overall rating of 0-10:
"I would give Shelby a 9/10. She shows clear knowledge of
Physical Therapy. Shelby is great with patients and is very attentive. She gives clear instructions to patients and
does great when demonstrating exercises. Shelby is courteous to other people working within the clinic as well."
"Here are my thoughts and input on everything I have seen from Shelby while working with her: Demonstrates
effective interpersonal skills including regular feedback in supervising directed support personnel
Provides
instruction to personnel in the performance of directed tasks
Demonstrates respect for the contributions of other
support personnel
Determines the amount of instruction necessary for personnel to perform directed tasks
Monitors the outcomes of patients receiving physical therapy services delivered by other support personnel
On a
0-10 scale of performance, I would rate Shelby a 10. In my experience, Shelby has been pleasant to work with
and does a great job providing patients with care. She is great at directing and explaining tasks to support staff
yielding an optimized patient experience."
"Here are some of my thoughts: Reviews, in conjunction with the
clinical instructor, physical therapist assistant documentation for clarity and accuracy.
Demonstrates respect for
the contributions of other support personnel.
Demonstrates effective interpersonal skills including regular
feedback in supervising directed support personnel.
At times, I feel as if work/ patients are not delegated to
aides when it is busy in the clinic or when it is delegated it is only for a few minutes. Overall, I would rate
Shelby an 8. She works really well with patients and explains things very well so it is understandable for the
patients."

CI Final

Jacob R. Lippert Shelby is currently performing at 58.8% of my caseload/55.5% of budgeted caseload with mostly simple cases
with a smattering of complex cases, and has met the criteria of Intermediate to just below Advanced
Intermediate (11/20) as a maximum score given the anchor ratings. For a more complete breakdown see
Summative Comments/Caseload. I took the guidance of my staff on this as I feel it's important to get input of
the individuals being supervised and directed on how a student does on this component. Here are some of their
inputs including an overall rating of 0-10: Staff Comments:
"I would give Shelby a 10/10. Shelby is very
attentive and caring with patients while maintaining boundaries at the same time. Shelby was very dedicated to
the clinic and worked long hours to ensure she got the most out of this experience. Shelby was kind to fellow
employees and was always willing to help around the clinic. Shelby was a great asset to the clinic."
"Here are
my thoughts: Applies time-management principles to supervision and patient care.
Determines the amount of
instruction necessary for personnel to perform directed tasks.
Provides instruction to personnel in the
performance of directed tasks.
Demonstrates respect for the contributions of other support personnel.
Shelby is
extremely respectful of others in the clinic and the work that they perform. She is a great leader in the clinic for
the rehab aides. Rating: 10/10"
"Here are my thoughts and input on everything I have seen from Shelby while
working with her: Demonstrates effective interpersonal skills including regular feedback in supervising directed
support personnel
Provides instruction to personnel in the performance of directed tasks
Demonstrates respect
for the contributions of other support personnel
Determines the amount of instruction necessary for personnel to
perform directed tasks
Monitors the outcomes of patients receiving physical therapy services delivered by other
support personnel
On a 1-10 scale of performance, I would rate Shelby a 10/10. In my experience, Shelby has
been pleasant to work with and does a great job providing patients with care. She is great at directing and
explaining tasks to support staff yielding an optimized patient experience."
"Shelby was great to work with. She
was outgoing and kind with employees and her rapport with patients is amazing. Some aspects could have had
more focus namely being more timely with notes and inputting training logs. 9/10."
Overall:
The only reason
I'm giving this a 10 and not an 11 is because I want you to feel more comfortable using support staff. Doing so
is not a weakness, that's what they're there for. You provide excellent care, and I know you want to provide your
patients with the highest level of one-on-one interaction, but you don't need to be taking a patient off stim if
you're treating another patient and there are aides not actively working with a patient.

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B AB I AI E BE

Supervision of Self +3
Personnel CI +3

19.   Summative Comments / Caseload / Days Absent


Areas of Strength

Self Mid-Term
— Shelby Schneider -Caring for my patients in a safe, compassionate, respectful, and equal manner. -Carrying myself in a
professional manner, communicating to those around me (i.e., patients, peers, clinic staff, my clinical instructor)
appropriately, and having accountability.

Self Final
— Shelby Schneider -Providing professional, rehabilitative services to my patients in a manner that is appropriate based upon where
I am currently in my doctoral program and that is centered around my patient's needs and desires for PT. I still
have much to learn, but by the end of my 6-week clinical I felt more confident in my skills and knowledge I was
providing to my patients. -Demonstrating to my patient through my words and actions that I care not only about
them as a patient, but also as a human being. I always ensured a safe environment for them, but also made
continuous efforts to talk to them about their day-to-day life. This showed them that they weren't just another
body walking through the door in my eyes.
-Showing respect and compassion to each patient, regardless of age,
gender, race, sexuality, etc. -Efficiently and effectively communicating with both my patients, other staff within
the clinic, and with my clinical instructor.

CI Mid-Term

Jacob R. Lippert Shelby's greatest strengths are her "very important criteria" areas, most noticeably professional behavior and
accountability. For further detail, please see above.

CI Final

Jacob R. Lippert "Very important criteria" areas remain Shelby's greatest strengths, especially with regard to professional
behavior. For further detail, please see above.

Areas for Further Development

Self Mid-Term
— Shelby Schneider -Improving my clinical reasoning via finding resources (i.e., literature, peers, my clinical instructor) to help
determine what the best course of action is for the patients I treat. -Improving my evaluation, diagnosis and
prognosis, and plan of cares skills. I believe these will increase in quality with more repetitions and practice.

Self Final
— Shelby Schneider After reviewing my mid-term assessment for "areas to further develop," I still believe that the skills I mentioned
are applicable for the final-term assessment. With more experience and hands-on patient care practice, I will be
able to improve my evaluation, diagnosis and prognosis, and plan of care skills even further. I also want to
begin incorporating more evidence-based research (i.e., via textbooks, medical journals, clinical instructors) into
my plan of care for my patients.

CI Mid-Term

Jacob R. Lippert Shelby has room for development in all components of the CPI, as do each and every one of us who are proud
to call ourselves physical therapists. Excellence demands constant growth. As my grandpa was fond of saying
"if you're not growing, you're dying". For specifics see above, that said, I have no concerns or complaints.
Shelby is already performing well above her performance expectations of this clinical in all components of the
CPI.

CI Final

Jacob R. Lippert Shelby has room for development in all components of the CPI, as do each and every one of us who are proud
to call ourselves physical therapists. Excellence demands constant growth. As my grandpa was fond of saying
"if you're not growing, you're dying". For specifics see above, that said, I have no concerns or complaints.
Shelby is already performing well above her performance expectations of this clinical in all components of the
CPI.
Shelby made substantial strides by the end of her rotation in all areas identified as areas of growth at her
midterm as stated above.

Caseload/Other Comments
1) What is the full caseload at your clinical site for a new graduate?
2) Considering the rating anchors, what percent of a new graduate caseload is the student capable of managing at this time?
Self Mid-Term
— Shelby Schneider Full caseload is budgeted at a variable rate at the clinic with an average of 55 patient visits per week for a full
time clinician throughout the year. First week of January budget is 42 patient visits per week, last week of
December is 62 patient visits per week (54.52 PPW my first week, 49.33 my third week).
Week 1: 37 patients,
36 shared visits, 6 Shelby visits (16.6% of my caseload/ 11.1% of budgeted caseload).
Week 2: 37 patients, 37
shared visits, 9 Shelby visits (24.3% of my caseload/ 16.5% of budgeted caseload).
Week 3: 38 patients, 34
shared visits, 9 Shelby visits (26.5% of my caseload/ 18.2% of budgeted caseload).
"Shelby visits"= the patient
is strictly being cared for by myself without my clinical instructor laying hands on them. This number does not
include the number of patients that I have "almost treated solely by myself" with the exception of having my
clinical instructor perform manual therapy on them.

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8/2/22, 12:51 PM Assignments - Show
Self Final
— Shelby Schneider Per my clinical instructor: "Full caseload is budgeted at a variable rate at the clinic with an average of 55 patient
visits per week for a full time clinician throughout the year. First week of January budget is 42 patient visits per
week, last week of December is 62 patient visits per week (54.52 PPW her first week, 54.05 her sixth week).
Week 1: 37 patients, 36 shared visits, 6 Shelby visits (16.6% of my caseload/ 11.1% of budgeted caseload).
Week 2: 37 patients, 37 shared visits, 9 Shelby visits (24.3% of my caseload/ 16.5% of budgeted caseload).
Week 3: 38 patients, 34 shared visits, 9 Shelby visits (27.3% of my caseload/ 16.7% of budgeted caseload).
Week 4: 44 patients, 38 shared visits, 23 Shelby visits (60.5% of my caseload/ 46.6% of budgeted caseload).
Week 5: 37 patients, 39 shared visits, 25 Shelby visits (64.1% of my caseload/ 47.1% of budgeted caseload).
Week 6: 32 patients, 51 shared visits, 30 Shelby visits (58.8% of my caseload/ 55.5% of budgeted caseload).
Shelby managed 102 patient visits over her rotation, which works out to an average of 17/week, 43.97% of my
caseload, 31.96% of budget, and 30.91% of average caseload expectation of 55 PPW. In her last week, she saw
54.55% of the expected caseload for new grads at our clinic, meeting the caseload criteria for Intermediate
ranking. Were her clinical to be longer, and her progress continue at this rate, she would achieve 55 PPW in
week 9 [f(x) 0.32x^2+1.8, with an R^2 of 0.92]."

CI Mid-Term

Jacob R. Lippert Full caseload is budgeted at a variable rate at the clinic with an average of 55 patient visits per week for a full
time clinician throughout the year. First week of January budget is 42 patient visits per week, last week of
December is 62 patient visits per week (54.52 PPW her first week, 49.33 her third week). Week 1: 37 patients,
36 shared visits, 6 Shelby visits (16.6% of my caseload/ 11.1% of budgeted caseload).
Week 2: 37 patients, 37
shared visits, 9 Shelby visits (24.3% of my caseload/ 16.5% of budgeted caseload).
Week 3: 38 patients, 34
shared visits, 9 Shelby visits (26.5% of my caseload/ 18.2% of budgeted caseload).
Shelby is currently on track
to manage approximately 23 visits by the end of her 6 week rotation (f(x)=6.6*ln(x)+11.3).

CI Final

Jacob R. Lippert Full caseload is budgeted at a variable rate at the clinic with an average of 55 patient visits per week for a full
time clinician throughout the year. First week of January budget is 42 patient visits per week, last week of
December is 62 patient visits per week (54.52 PPW her first week, 54.05 her sixth week). Week 1: 37 patients,
36 shared visits, 6 Shelby visits (16.6% of my caseload/ 11.1% of budgeted caseload).
Week 2: 37 patients, 37
shared visits, 9 Shelby visits (24.3% of my caseload/ 16.5% of budgeted caseload).
Week 3: 38 patients, 34
shared visits, 9 Shelby visits (27.3% of my caseload/ 16.7% of budgeted caseload).
Week 4: 44 patients, 38
shared visits, 23 Shelby visits (60.5% of my caseload/ 46.6% of budgeted caseload).
Week 5: 37 patients, 39
shared visits, 25 Shelby visits (64.1% of my caseload/ 47.1% of budgeted caseload).
Week 6: 32 patients, 51
shared visits, 30 Shelby visits (58.8% of my caseload/ 55.5% of budgeted caseload).
Shelby managed 102
patient visits over her rotation, which works out to an average of 17/week, 43.97% of my caseload, 31.96% of
budget, and 30.91% of average caseload expectation of 55 PPW. In her last week, she saw 54.55% of the
expected caseload for new grads at our clinic, meeting the caseload criteria for Intermediate ranking. Were her
clinical to be longer, and her progress continue at this rate, she would achieve 55 PPW in week 9 [f(x)
0.32x^2+1.8, with an R^2 of 0.92].

Recommendations
Self Mid-Term
— Shelby Schneider My main recommendation for this clinical site would be to have more outlined expectations for the student
during the clinical rotation up front. With this being my first clinical for grad school, I would have benefitted
from knowing what my clinical instructor's goals and expectations are for me.

Self Final
— Shelby Schneider I feel as though I was able to grow through this 6-week clinical. Not only in my physical skills, but I also gained
more confidence in my abilities. For future students, I would recommend providing "the lay of the land" during
days 1-2 of the clinical rotation. As mentioned in the mid-term assessment, I believe that it would have been
very beneficial to know what my clinical instructor's expectations were of me during my first week clinical
rotation, regardless of how minimal they were, so the student didn't go in blindly.

CI Mid-Term

Jacob R. Lippert I can't wait to see who you're going to be in the last two weeks as you continue to grow on your own. I'm very
happy with the progress you've made and you should absolutely be proud of the clinician you are becoming.

CI Final

Jacob R. Lippert Shelby, keep being you. You're incredibly compassionate and passionate. All of my patients miss you already
and we'd be glad to have you back any time. Keep exploring The Grey and be proud of the work that you've
done getting out of your comfort zone.
Don't sweat the small stuff, and remember, it's all small stuff.

Mid-Term Days Absent


Student:
0 days


CI:
0 days

Final Days Absent


Student:
0 days


CI:
0 days

Reason for Absence

Self Mid-Term
— Shelby Schneider n/a

https://cpi2.amsapps.com/assignments/626236 14/15
8/2/22, 12:51 PM Assignments - Show
Self Final
— Shelby Schneider This box does not pertain to me since I did not miss a day of my clinical rotation.

CI Mid-Term

Jacob R. Lippert n/a

CI Final

Jacob R. Lippert N/A

Evaluation Sign Off Dates/Times


Self Mid-Term

[CI] Jacob R. Lippert - 06/09/22 10:25 PM


[Student] Shelby Schneider - 06/04/22 09:45 PM

Self Final

[CI] Jacob R. Lippert - 07/12/22 01:43 PM


[Student] Shelby Schneider - 07/05/22 08:40 AM

CI Mid-Term

[Student] Shelby Schneider - 06/11/22 09:33 AM


[CI] Jacob R. Lippert - 06/09/22 10:20 PM
[CI] Jacob R. Lippert - 06/09/22 10:19 PM

CI Final

[Student] Shelby Schneider - 07/12/22 03:12 PM


[CI] Jacob R. Lippert - 07/12/22 01:27 PM
[CI] Jacob R. Lippert - 07/12/22 01:27 PM

Post-Assessment Comments
Please review this Mid-Term evaluation:

Save Comments
Please review this Final evaluation:

Save Comments

https://cpi2.amsapps.com/assignments/626236 15/15

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