Professional Documents
Culture Documents
Tetiana Hliebova
Introduction to Medical
Interviewing
Clinical Skills Activity Manual for Students
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IMIGCS Course Director: Dr. Tetiana Hliebova
Contents
INTRODUCTION ....................................................................................................................................................... 3
ACTIVITY GOALS AND LEARNING OBJECTIVES ............................................................................................ 3
FORMAT ...................................................................................................................................................................... 4
DRESS CODE .............................................................................................................................................................. 4
ATTENDANCE ............................................................................................................................................................ 4
THE PATIENT INTERVIEW ................................................................................................................................... 5
THE HISTORY AND PHYSICAL WRITE-UP....................................................................................................... 5
CHIEF COMPLAINT OR CHIEF CONCERN (CC) ......................................................................................................................6
HISTORY OF PRESENT ILLNESS................................................................................................................................................6
PAST MEDICAL HISTORY ..........................................................................................................................................................8
FAMILY HISTORY ........................................................................................................................................................................8
SOCIAL HISTORY .........................................................................................................................................................................9
ROS...............................................................................................................................................................................................9
PHYSICAL EXAMINATION ....................................................................................................................................................... 10
LABS/IMAGING/ECG ............................................................................................................................................................. 10
ASSESSMENT ............................................................................................................................................................................ 11
PLAN .......................................................................................................................................................................................... 11
SUBMITTING THE WRITE-UP ON CAE LEARNING SPACE ....................................................................... 12
GRADING THE WRITE-UP .................................................................................................................................. 12
GRADING RUBRIC ................................................................................................................................................. 13
CONTACTS FOR IMIGCS ...................................................................................................................................... 13
APPENDIX A: IMIGCS OBSERVER FEEDBACK FORM ................................................................................ 15
APPENDIX B: IMIGCS SAMPLE WRITE-UP ................................................................................................... 16
APPENDIX C: CAE LEARNING SPACE® LOG-IN AND SUBMISSION INSTRUCTIONS ...................... 20
APPENDIX D: VIEWING COMMENTS ON CAE LEARNING SPACE FOR IMIGCS .................................. 24
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IMIGCS Course Director: Dr. Tetiana Hliebova
Introduction
As you learned in your introductory lecture, the medical history is an essential part of a physician-
patient encounter that begins several processes. The interview establishes rapport, determines
the reasons for the patient’s visit and begins a data gathering process that aids the physician in
determining possible causes for the patient’s presenting concerns. Just as an interrogation of
suspects and witnesses is essential in solving a crime, medical interviewing is essential in
establishing a patient’s diagnosis and developing a helpful management plan. When we talk
about a hypothesis-driven history, it requires you to know something about what causes people
to feel pain or experience illness in certain ways. Though you are only at the beginning of your
MD training, you have been awake and present in an age of information and will likely have some
ideas about your patient’s diagnosis based upon life experience alone. Feel free to bring in prior
knowledge and life experience into your early interviews. You will refine your work as you learn
more. The most important point to remember is that your interviewing skills must evolve toward
a thoughtful process, with questions asked not just because you are reading them off of a form
or check list, but because the answers to your questions will support or refute the various
hypotheses you are constantly forming in your mind as you hear your patient’s story.
Goals:
• To provide students with the opportunity to interview a real patient
• To provide students with practice using interview techniques with direct
observation by and feedback from clinical faculty
• To provide students with practice organizing medical history and physical
examination information in written documentation (a History and Physical, or
“H&P”)
Learning Objectives:
At the end of these sessions the student will be able to:
• Collect a medical history from a patient in an organized manner
• Organize patient medical information into a standard medical history write-up
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IMIGCS Course Director: Dr. Tetiana Hliebova
Format
This introductory experience allows students to have access to a patient for a medical interview,
but because the interview happens in a large group, no single student needs to feel pressured to
perform. Students should take advantage of this, listen carefully to the questions asked by others
and practice some critical appraisal of the process they are observing and how it might be
improved. All the while, faculty facilitators circulate amongst you to prompt, encourage and give
feedback on the content and process aspects of the interview. The following details the layout
and logistics of this activity.
• The patient interview begins shortly after the session starts.
• Student volunteers are chosen by the facilitator at the beginning of the session to sit next
to the patient in front of the classroom, while all others observe. Students may raise
hands when they wish to ask the patient a question. By the end of the session, a complete
history is obtained.
• Following the completion of the sessions, students are required to submit a history and
physical (H & P) write-up on CAE Learning Space® within 24 hours after the session.
Dress Code
Professional dress with white coat. Bring ID badge.
Attendance
This is a mandatory attendance activity. Absences will be handled in the following manner:
• Failing to attend a session with an unexcused absence will result in a significant grade
reduction of up to 30% that will jeopardize a student’s course grade and place a student
at risk of failing the CS component of the course. Students who miss an assigned session
with an excused absence are required to remediate by attending a different session.
Absences can be excused only by the Student Care team. It is the student’s responsibility
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IMIGCS Course Director: Dr. Tetiana Hliebova
Purpose of H&P: H&P is required when this is your first time meeting the patient and it serves
several purposes.
• It allows for student/physician to demonstrate their ability to gather information,
incorporate their medical knowledge, and come to a conclusion about the patient and
then to form a plan.
• It is an important reference document that gives concise information about the patient
and exam findings at their initial visit.
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IMIGCS Course Director: Dr. Tetiana Hliebova
• It is a means of communicating information to all providers who are involved in the care
of the patient.
• Every H&P has the following labeled sections:
• Chief Complaint, History of Present Illness (HPI), Past Medical History, Family
History, Social History, Review of Systems (ROS), Labs/Imaging, Physical Exam,
Assessment, Plan
*Note that there are slight variations of H&P’s regarding format. The example that we provide is
the most standardized and commonly used format. As you go through your clinical rotations or
if you look at examples online, you may see slightly different formats, but ultimately they will all
cover the same content. What you will be graded on is how you organize the information and
whether the correct content is in the correct labeled sections. Students must learn the difference
between subjective and objective data.
This is a subjective statement made by the patient describing the most significant symptom or
reason that caused them to seek health care. This is usually the answer to the question “What
brings you here today?” It must be reported in patient’s own words:
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IMIGCS Course Director: Dr. Tetiana Hliebova
The purpose of this statement is to paint an overall picture of the patient for the reader in one
short and concise statement.
o Mr. A is a 70-year-old Caucasian male with a history of diabetes and hypertension
presents to the clinic for chest pain.
o Mr. B is a 23-year-old African-American male with a past medical history of sickle
cell disease presents to the emergency department for severe pain in the arms
and difficulty breathing.
o Mrs. C is a 46-yearoold Asian female with a strong family history of breast cancer
presents to the clinic for a lump in her breast.
o Mrs. D is a 31-year-old female with a no significant history presents to the clinic
for an annual exam.
o Mrs. E is a 65-year-old female with a history of a myocardial infarction status post
CABG surgery presents for arm weakness and slurred speech.
As you can see, the opening statement can be written with slightly different variations,
but they all have the minimal 6 pieces of information.
The Remainder of the HPI: After the opening statement, thoroughly explore the complaint in a
narrative.
o For acute cases, it is often beneficial to use mnemonic such as OLD CARTS or
OPQRST to ensure that you are gathering the required information.
o For chronic cases, you want to focus on the current management of it (if any) and
look for complications of the disease.
o For all complaints, include pertinent positives and pertinent negatives.
▪ Pertinent positives: History elements that provide evidence to support
your evolving hypotheses for the cause of the complaint
▪ Pertinent negatives: History elements that are absent, which also support
your evolving hypotheses.
▪ For example: Recall the female patient we discussed on your first day of
class. She had appendicitis, but we were also considering an ectopic
pregnancy.
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IMIGCS Course Director: Dr. Tetiana Hliebova
• Childhood Illnesses:
• Adult Illnesses: Previous diagnoses with year of diagnosis
• Hospitalizations: Why and when
• Allergies: List allergies and reaction if exposed (hives, anaphylaxis)
• Medications: Prescriptions, over the counter medications, vitamins, birth control, and
non-traditional therapies (herbal). Document in this form: Drug name, dose, frequency,
route
• Surgeries/Trauma/Transfusions: With approximate date/year & complications
• Ob/Gyn history: (if applicable): Last menstrual period, menses (frequency, duration, flow),
age of menarche, age of menopause, contraception use, pap smear history, pregnancies
& any complications
• Preventative care: Screening exams based on patient’s age/sex (colonoscopy,
mammogram, abdominal aortic aneurysm ultrasound)
• Psychiatric history: diagnosis and date of diagnosis
• Immunizations:
Family History
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IMIGCS Course Director: Dr. Tetiana Hliebova
This is about genetic predisposition so you want to only report blood-related family members.
DO NOT include husband or step-mother/step-father. You want a minimum of 3-4 generations
of family history illnesses. For example: Grandparents, parents, siblings, off-spring. If the family
member is healthy, state they are healthy. If the family member died, note the age and what they
died from. If the patient was diagnosed with a disease or suffered an event such as a myocardial
infarction, note the age as well. For example, if the mother had a myocardial infarction at 25
years old (which is very young for her age to have an MI), you want to note that. You want to see
if your patient is at immediate risk.
Social History
ROS
Refer to Canvas and see the “Review of Systems” document for the list of questions to ask for
each organ system. With some deliberate practice, you will eventually be able to memorize all of
them. Write “Patient reports/denies (symptom).” Do not write “None” or “No complaints.” You
must be specific with the symptoms that the patient has or does not have. If there is a positive,
you can briefly discuss it here, but refrain from making it lengthy. REMEMBER that all pertinent
symptoms that are relevant to CC must be reported in the HPI.
• General:
• Skin:
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IMIGCS Course Director: Dr. Tetiana Hliebova
• HEENT:
• Neck:
• Chest/Respiratory:
• Cardiovascular:
• Peripheral Vascular:
• Breasts:
• Gastrointestinal:
• Genitourinary:
• Musculoskeletal:
• Neuro/Psych:
• Male/Female Genitalia/Reproductive:
Physical Examination
For IMIGCS you will not be performing a complete physical examination on your patient.
However, you will be able to do a “general survey.”
Note that there will be more or less organ systems depending on the complaint and which exams
you decide to perform in the future. PE generally always start with vital signs. As you go through
the semester, you will learn different physical exam skills and will learn how to report findings.
• Vital Signs: BP, HR, RR, T, SpO2
• General Survey:
o Dress, grooming, and personal hygiene: Is the patient dressed appropriately for
the current temperature and weather? Disheveled?
o Signs of distress: Cardiac/respiratory distress? Anxiety? Comfortable?
o Affect/facial expression: Is there eye contact? Avoidance? Flat affect?
o Level of consciousness: Awake, alert, and responsive?
o Odors of the body and breath: Fruit odor of diabetes of scent of alcohol?
o Posture, gait, motor activity
o Skin color and obvious lesions
o Estimated height and weight
• HEENT:
• Skin:
• Cardiac:
• Respiratory:
• Abdomen:
• Urinary:
• Neurological:
• Musculoskeletal:
• Psychiatric:
Labs/imaging/ECG
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IMIGCS Course Director: Dr. Tetiana Hliebova
List of values/results. Do NOT assess, interpret, or evaluate any findings. You will not have
labs/imaging/ECG for IMIGCS so you can state “None” under this listed section. However, starting
next semester, you will have cases that have labs/imaging/ECG where you will include it here.
Assessment
Your comprehensive history (subjective information) and physical exam and lab/imaging studies
(objective findings) are the foundation of a clinical assessment. In this section, you should have a
list of “problems” where you will “assess” or discuss each one. Problems should be prioritized
with the most urgent/serious ones being first. See below for guidance.
• Acute problems: such as chest pain, shortness of breath, fatigue, abdominal pain,
etc.
o Strive to have at least 3 differential diagnoses. Discuss why you think your
#1 differential is most likely and how the others are possible, given the
information you obtained over the interview and physical
exam/labs/imaging.
o Differentials should be listed from most likely to least likely.
• Chronic problems: such as a follow up regarding diabetes, hypertension, or other
established diagnoses. Discuss the current management of it (if any) and assess
for any complications of the disease. You want to note whether you think the
disease is currently being managed properly. If not, what in your history and
physical tells you that? Restate those findings to support your evolving hypothesis.
Your assessment should be a summarization of key findings/results that lead the reader on a path
to the same conclusion you have. This conclusion can be a definitive diagnosis, a list of differential
diagnoses, and/or questions that you may still have. Make sure to support or refute your
conclusion with subjective and objective findings.
For situations where patients present with several complaints or have several problems
discovered during the history/physical exam, it’s often best to write separate assessments. Note
that these other problems may include non-medical issues that impact the patient’s health, such
as financial stress stemming from a recent job lost, or emotional stress stemming from ongoing
divorce proceedings. Try to create a problem list that prioritizes your efforts, ensuring to
document a thorough assessment. Note that you should assess EACH problem.
Plan
The plan describes what you intend to do. At this stage in your training, your plan will be limited
because you have not yet learned what you need to know about disease processes and how to
test for or treat them. Additionally, you may not know common ways of addressing other
problems that impact health, such as financial stress or alcohol abuse. At the very least you can
propose what physical exam(s) would be most helpful. If you are motivated, you can read about
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IMIGCS Course Director: Dr. Tetiana Hliebova
your patient’s presenting complaint or problems in any number of valuable resources (e.g.
UpToDate online database or Harrison’s Principles of Internal Medicine textbook) and use this
information to formulate your plan. Note that you should have a plan for EACH problem.
• Acute problems: Physical exams, lab work, imaging to rule in/out differential
diagnoses, treatment options, follow-up plans
• Chronic problems: Physical exams, lab work, imaging, medication adjustment,
follow-up plans
Use proper English grammar and spelling for your write-ups. Some parts of the write-up may be
stated in short phrases (such as the review of systems). If you are concerned about your written
English for the write-up, feel free to have a peer copy-edit your work for grammatical and other
errors. Being able to write clearly in English are skills measured and graded, so we also emphasize
these skills and want you to improve if necessary. However, THIS IS NOT A COLLABORATIVE
WRITE-UP. You must submit your own work in your own words! Do not get together and use
another person’s notes for your own write up. Remember that plagiarism is an honor code
violation and we periodically run plagiarism software on RUSM student write-ups to screen them.
Any discovery suspicious for plagiarism will require students involved to meet with the Clinical
Foundations Chair and Assistant Chair.
The write-up is graded as follows.
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IMIGCS Course Director: Dr. Tetiana Hliebova
If you have questions about your write-up or grade, please contact your grader directly to
review your write-up.
Grading Rubric
The general grading rubric used to review and score your write up is below:
Chief Complaint 5
History of Present Illness: Opening statement, OLD CARTS/OPQRSTAA, & relevant PMH,
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FH, SH, ROS (pertinent positives and pertinent negatives)
PMH: Adult Illnesses, Childhood Illnesses, Meds, Allergies, Surgeries, Hospitalizations,
Immunizations, Blood transfusions, etc. 15
Social History: Smoking, alcohol, drugs, travel, occupation, sexual history, etc 10
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IMIGCS Course Director: Dr. Tetiana Hliebova
Administrative Assistants:
Ms. Melissa Remy, Email: mremy@rossu.edu
Ms. Marianna Shepherd, Email: mshepherd@rossu.edu
Ms. Ceresa Springer, Email: cspringer@rossu.edu
For assistance with CAE Learning Space® or trouble with submitting the write up:
DCM eLearning Specialist BBRusmCAETechnicalSupport@rossu.edu
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IMIGCS Course Director: Dr. Tetiana Hliebova
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IMIGCS Course Director: Dr. Tetiana Hliebova
HPI:
Jane Smith is a 42 y/o African-American female with no significant history who presents today
complaining of abdominal pain (note that this is a complete opening, with all 6 components
reported: name, age, sex, race, significant history, and the cc). The patient states that the pain
began approximately 2 weeks ago and is limited to the epigastric area. She describes the pain as
burning in quality, without radiation, and rates it a 7/10 at its worse. Ms. Smith says that the
pain will usually decrease, often stopping completely, after eating a light meal. She reports
exacerbating factors such as heavy and/or fatty meals, and hunger (going several hours without
eating) (after opening statement, explore the complaint. It’s often helpful to use a mnemonic
such as OLD CARTS or OPQRST to ensure that you document most of the important content).
Patient denies a history of similar pain episodes. She does report, however, feeling nauseated at
times when the pain is present, and that she vomited for the first time yesterday afternoon. Ms.
Smith describes the vomitus as yellowish fluid and without blood. She denies
diarrhea/constipation, weight changes, or changes in her stool color/consistency/frequency
(after exploring the complaint with OLD CARTS, it’s important to note pertinent
positives/negatives that provide additional context and help us rule particular differential
diagnoses in/out.). Review of symptoms also revealed that Ms. Smith suffers from bilateral knee
arthritis, for which she takes ibuprofen 200mg, 2 tablets, 2-3x/day (only medications pertinent to
the complaint should be documented in the HPI). She denies a family history of ulcer disease but
reports that her father died at the age of 55 from pancreatic cancer. Patient also denies alcohol
and tobacco use (the final component of a thorough HPI incorporates the use of relevant past
medical/family/social history that may reveal genetic predispositions towards developing a
particular disease, or environmental factors that may be contributing to or causing the problem.).
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IMIGCS Course Director: Dr. Tetiana Hliebova
Trauma: denies
Blood Transfusions: denies
Psychiatric History: denies
OB/GYN: Last menstrual period 3 weeks ago; patient reports her menses occurring every
28-30 days and lasting for 5 days; patient is Gravida 2, Para 2, with 2 elective caesarian
sections
Immunizations: reports that she is up to date
Medications:
-Ibuprofen 200mg, 2 tablets, 2-3x/day for knee pain associated with OA
-OTC multivitamin daily
-OTC loratadine PRN for seasonal allergies
Allergies: denies food or drug allergies
Family History:
Father: died at 55 secondary to pancreatic cancer
Mother: 68 y/o, reported to be in good health
Brother: 38 y/o, reported to be in good health
Grandparents: unknown
Children: 2 sons reported to be in good health
At least 3 generations must be explored, preferably grandparents/parents/siblings, as these
provide us with insight on genetic factors that might predispose our patient to developing certain
conditions/diseases.
Social History:
Ms. Smith reports living at home with her husband and 2 children. She reports being
sexually active with only her husband since marrying 8 years ago, uses condoms. Patient
denies using tobacco products, alcohol use, and illicit drug use. Ms. Smith states that she
tries eating a balanced diet, but since she works full-time as a bank manager, she or her
husband regularly buys take-out for dinner. Patient denies any new/significant stressors.
At the very least, you should document sexual history, alcohol habits, smoking habits, and any
illicit drug use. Stressors, occupation, religion, etc., are important to explore, as well, in order to
better understand our patient.
Review of Systems:
General: patient denies weight gain or loss, fever/chills
Skin: denies rashes, bruising, lesions
HEENT: denies headache, dizziness, double vision, pain, swellings
Breast: denies pain, lumps, discharge
Respiratory: denies cough, SOB, pain
Cardiovascular: denies palpitation, chest pain
Genito-Urinary: denies pain, discharge, changed in urinary frequency
Metabolic & Endocrine: no cold or heat intolerance
Locomotor: bilateral knee pain
Psychiatric: denies anxiety, depression
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IMIGCS Course Director: Dr. Tetiana Hliebova
List 10-12 systems noting pertinent positive and negatives that you explored.
Physical Exam:
General Survey: patient is appearing stated age, wearing clean and weather-appropriate
clothing, make-up, and jewelry. Patient does not appear to be in acute distress, but she is
seem rubbing her epigastrium and grimacing occasionally during the interview. Patient
can walk, sit, and stand up without apparent limitation. She speaks with an appropriate
tone/volume/rate of speech, and she was cooperative and communicated well
throughout the interview.
For IMIGCS, you will not be performing a formal physical exam. You will, however, be expected
to write a thorough General Survey, which is a component of the physical exam.
Here is an example of how this section would be organized in the traditional manner:
Physical Exam:
Vitals: BP, Pulse Rate, Respiratory Rate, Temperature
General Survey:
Cardiovascular:
Respiratory:
Abdominal:
[continue listing whichever systems you examined, documenting your results
Labs:
Imaging:
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IMIGCS Course Director: Dr. Tetiana Hliebova
symptomatic relief; discontinue Ibuprofen, as heavy NSAID use can makes this patient
susceptible to developing ulcers; return to clinic in 1 week to review labs
Problem 2: Osteoarthritis (a list of differentials is not necessary since this is a chronic and
confirmed diagnosis)
Assessment: Patient reports being diagnosed with osteoarthritis in bilateral knees 2 year
ago. She states that she takes Ibuprofen 200mg, 2 tabs, 2-3x/d. She reports that this
regimen provides adequate pain control, and that she doesn’t have any limitation in daily
activities.
Plan: physical exam of knees to assess temperature/tenderness/range of motion; obtain
XR records from previous clinic; switch to Acetaminophen 500mg capsules, 1-2 caps PO
q4-6h PRN for pain; return to clinic in 1 week to assess pain control with new medication.
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IMIGCS Course Director: Dr. Tetiana Hliebova
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IMIGCS Course Director: Dr. Tetiana Hliebova
Legacy Login
Your initial password will be your student ID number without the “@” symbol. You may opt to
change this password as desired, but be sure not to forget it between assignments.
When you forget your password, follow the instructions below.
If you have forgotten your password, click the “Forgot your password?” link. An email should
be delivered to you within 15 minutes containing a system-generated password.
Note: if your system has been blocked, wait for 30 minutes before trying the password
received.
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IMIGCS Course Director: Dr. Tetiana Hliebova
Once you have successfully entered Learning Space, go to the Dashboard View and follow the
instructions below.
Dashboard View
In the dashboard view, select “Data Entry” for the appropriate event. For IMIGCS and the SOAP
note this will take you to “pre-encounter learner” which is a sample write-up. Once you have
viewed this sample, click Submit then you will be able to access the “post-encounter learner”
page, where you will submit your write-up.
It is best to create your write-up in a word document and then cut and paste your work into
this template on the Learning Space when you are ready to submit, rather than composing your
final write-up online. This will give you ample opportunity to proof-read your work and have
it in a readable final form without risking being “timed-out” by Learning Space!
A confirmation will be displayed stating that you have successfully submitted your assignment.
If you have any problems with the submission process see “Trouble-Shooting” below and follow
these instructions.
Trouble-Shooting:
1. CAE Learning Space® resets student passwords to their student ID numbers at the
beginning of each semester. If you do not wish to continue using your student ID
as your password, you may personalize it.
2. Learning Space will block your account after 3 unsuccessful login attempts and will
not allow you to try again for 30 minutes. Remember your instructions, above, for
resetting your password.
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IMIGCS Course Director: Dr. Tetiana Hliebova
3. Your session will be timed out after a certain period of inactivity. To avoid loss of
information from a time out error, it is advisable that you create your assignment
in a word document.
In the event that a student is not able to complete their submission in CAE Learning
Space® by the specified time due to difficulties with the technology, students may email
their submission to the email address listed below for each activity before the deadline.
These are “Drop-Box” Addresses and will document that the assignment was completed
on time.
o Semester 1 IMIGCS – IMIGCSnote@RossU.edu
Complete credit and grading of assignments for each of these activities requires
submission via CAE Learning Space®. Assignments submitted via the email address must
be uploaded into CAE Learning Space® no later than 8 pm of the following business day.
This allows the student time to contact the E-Learning Specialist
(BBRusmCAETechnicalSupport@rossu.edu ) for assistance with the technology.
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IMIGCS Course Director: Dr. Tetiana Hliebova
On the following screen select the appropriate session from the drop down menu then Click
“Comment Report.”
Scroll to the bottom of the upcoming page where comments and write –up will be
accessible.
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