Case-Based Discussion (CbD)
A structured oral interview in which you and your supervisor reflect on a real case you have managed, exploring your clinical reasoning, decision-making and professional judgement across the GP Curriculum Capabilities.
Last updated: April 2026
π Resources & Downloads
The following resources are available from the RCGP and from Bradford VTS. Where Bradford VTS files are listed, they will appear in the directory listing below.
- RCGP WPBA: Case-Based Discussion (CbD) β official page
- CbD / CAT Question Generator (PDF) β RCGP WPBA Core Group, January 2025
- CbD Assessment Form for Non-GP Settings (DOC) β RCGP
- WPBA Requirements and Mandatory Evidence Summary
- WPBA: Care Assessment Tools (CATs) β including how CATs work in ST3
π₯ Bradford VTS Downloads
Handouts, summaries, and teaching extras β ready when you are.
path: ...
- a constructivist approach to the cbd.doc
- beginners guide to cbd by rcgp.ppt
- cbd - some ideas about how to do one for trainers.docx
- cbd assessor self rating scale.doc
- cbd assessors - self rating scale.doc
- cbd by yh deanery.pptx
- cbd cat blank marking sheet and detailed criteria - rcgp.docx
- cbd cat mapping.doc
- cbd help for trainers.pptx
- cbd on 2 sides of A4 for consultants.doc
- cbd on 2 sides of A4 for trainers.doc
- cbd question guidance from RCGP.doc
- cbd question maker for consultants.doc
- cbd question maker for trainers.doc
- cbd template for trainees.docx
- community orientataion in relation to the curriculum.doc
- community orientation - a summary.docx
- community orientation - how to evidence it in your eportfolio.pptx
- community orientation - what it means.docx
- community orientation in full.ppt
- community orientation summary.doc
- community orientation two sides of A4.doc
- competency descriptors in detail.pdf
- fitness to practice appraisal and revalidation.ppt
- hot tips for doing a cbd.doc
- medical complexity - what does it mean.pdf
- practical guide to cbd by nav channa.pdf
π¬ What is a Case-Based Discussion?
The CbD is a structured oral interview between a GP registrar and a trained supervisor. It is designed to assess your professional judgement by reflecting on a clinical case you have already managed. Unlike the Consultation Observation Tool (COT), which observes you in the moment, the CbD happens after the consultation β giving you space to explore your reasoning in depth.
The assessment looks at performance against the GP Curriculum Capabilities and reviews how holistic, balanced and justifiable decisions were made in relation to patient care. It assesses:
- Understanding and application of medical knowledge
- Use of ethical frameworks
- Ability to prioritise problems
- How complexity and uncertainty were recognised and approached
A CbD is not a case summary. It is not a reflection diary. It is not a knowledge test. It is a structured exploration of how you think as a GP.
| β A CbD is NOT asking... | β A CbD IS asking... |
|---|---|
| "What happened in the consultation?" | "Why did you think what you thought?" |
| "What is the guideline for this?" | "How did you apply the guideline to this patient?" |
| "Did you get the right diagnosis?" | "How did you reason through the uncertainty?" |
| "Can you describe the patient's story?" | "How did the patient's context shape your decision?" |
π The single most important shift: stop thinking "what happened" and start thinking "how I think."
The CbD is one of the Care Assessment Tools (CATs) within the WPBA component of MRCGP. WPBA is one of three components of MRCGP β alongside the Applied Knowledge Test (AKT) and the Simulated Consultation Assessment (SCA). Unlike the AKT and SCA which have their own dedicated pages, this page focuses specifically on CbD.
π The Requirements
The minimum numbers required are set by the RCGP and verified against GMC standards. These are the requirements as of January 2025:
In ST3 there is no fixed minimum number of CbDs specifically. Instead, a minimum of 5 Care Assessment Tools (CATs) must be completed, and CbDs are one type of CAT you can use. Speak to your Educational Supervisor about the right balance for your portfolio.
Capabilities and Clinical Experience Groups
When preparing a case, the registrar should map it to 2 or 3 Capability areas (maximum 4). These are the capabilities that will be discussed and graded during the assessment. Linking to 2 Clinical Experience Groups is also expected.
- If the assessment ends up covering more Capabilities than anticipated, the assessor can add these during the discussion
- Where a case spans a particularly large number of Capabilities or Clinical Experience Groups, separate assessments may be used
- By the end of training, the full range of Capabilities should be covered across all assessment methods β not all need to be in a CbD specifically
- All Clinical Experience Groups should be covered across the assessments completed, though a CbD for each is not mandatory
π The Process: Step by Step
- 1Choose a case (registrar's responsibility) Select a case that you managed independently. It should not be a case where you sought advice from another doctor and are now being assessed on that doctor's actions. Cases that were challenging are often more educationally valuable than straightforward ones.
- 2Map the case to Capabilities Before the assessment, map the case to up to 3 Capability areas. These are the areas that will be discussed. You do not have to choose capabilities you covered well β in fact, choosing areas that were challenging generates more useful learning.
- 3Share the clinical record Share the clinical entry with your supervisor before the assessment so they can familiarise themselves with the case. Protected time is needed for the assessment.
- 4The discussion (20β30 minutes) The supervisor conducts a structured interview based on the case and the mapped Capabilities. The discussion focuses on what you actually did β the 'here and now' of your decision-making. For particularly complex capabilities (e.g. ethics or fitness to practise), hypothetical challenges may be added.
- 5Feedback Feedback is given at the end of the discussion. Time for feedback should be included within the 20β30 minute protected period.
- 6Record on the Portfolio (FourteenFish) The assessor completes the assessment form within the Trainee Portfolio. They grade each Capability discussed, provide written feedback justifying their grades, and document recommendations for further development.
Anyone assessing a WPBA must sign in to the Trainee Portfolio. Assessors who do not already have an account will need to create a free of charge FourteenFish account before they can complete assessments.
π Choosing a Good Case
Selecting the right case is your job, not your supervisor's. A well-chosen case makes the whole assessment more educationally productive.
- Cases you managed independently
- Clinically or ethically complex cases
- Cases where you felt uncertain or out of your depth
- Cases that prompted reflective learning
- Cases from a range of Clinical Experience Groups
- Cases that allow you to demonstrate breadth of Capabilities
- Cases where you got advice from another doctor and are being assessed on their decisions
- Only ever choosing "easy wins" where nothing was challenging
- Always choosing the same type of case or Capability area
- Cases where you have no record or documentation
- The Capabilities you select to map should not necessarily be those you performed well in. The RCGP explicitly states that more useful learning comes from choosing areas that were challenging.
- A case that went slightly wrong, where you had to manage uncertainty, or where you were at the limits of your competence, is almost always more educationally valuable than a routine presentation you handled confidently.
- Your supervisor is assessing your thinking and your reasoning, not just your outcome.
π― The GP Curriculum Capabilities
The CbD is mapped to the 13 GP Curriculum Capabilities organised across five areas. When preparing your case, select 2β3 (up to 4) capabilities to focus on. By the end of training, all 13 should have been formally assessed at least once across your full range of WPBA tools.
| Capability Area | Capability | What it covers in a CbD |
|---|---|---|
| Knowing yourself & relating to others | 1. Fitness to Practise | Self-awareness, wellbeing, recognising limits, managing complaints, patient safety |
| 2. An Ethical Approach | Ethical frameworks, duty of candour, cultural sensitivity, non-discrimination, informed consent | |
| Applying clinical knowledge & skill | 3. Communicating & Consulting | Patient-centred communication, agenda-setting, explanation, adapting to mode of consultation |
| 4. Data Gathering & Interpretation | History-taking, red flags, investigations, interpreting results, prior records | |
| 5. Clinical Examination & Procedural Skills (CEPS) | Choice and conduct of examinations, consent, chaperones, intimate examinations | |
| 6. Decision-Making & Diagnosis | Differential diagnosis, use of guidelines, pattern recognition, decision aids, uncertainty | |
| 7. Clinical Management | Management options, prescribing rationale, safety-netting, follow-up, referral decisions | |
| Managing complex & long-term care | 8. Medical Complexity | Multi-morbidity, competing agendas, managing uncertainty, risk communication |
| Working with colleagues & systems | 9. Team Working | Involving colleagues, MDT working, referral quality, coordination of care |
| 10. Performance, Learning & Teaching | Using guidelines, identifying learning needs, reflective practice, sharing learning | |
| 11. Organisation, Management & Leadership | Record-keeping, time management, delegation, computer use, NHS systems | |
| Community, health promotion & safeguarding | 12. Holistic Practice, Health Promotion & Safeguarding | ICE (ideas, concerns, expectations), psychosocial impact, safeguarding, health promotion |
| 13. Community Health & Environmental Sustainability | Health inequalities, cost-conscious prescribing, sustainability, local health resources |
While all 13 capabilities can be assessed via CbD, it is especially valuable β and often the primary tool β for capabilities where direct observation is less practical:
- Medical Complexity β managing uncertainty, risk, multimorbidity, coordinating care
- Organisation, Management & Leadership β systems thinking, generalism, NHS navigation
- Community Health & Environmental Sustainability β population health, prescribing sustainability, resource considerations
- Performance, Learning & Teaching β how you learn from cases, quality improvement involvement
Strategic tip: Before selecting your case, check which capabilities have the least evidence in your portfolio. Target those gaps β one well-chosen case can simultaneously cover 3 capability gaps.
Source: RCGP GP Curriculum Capabilities, as used in WPBA. Minor wording changes were made to some capabilities when the updated GP Curriculum went live on 1 August 2025; all existing evidence remains valid.
π Grading
After the discussion, the assessor grades each of the mapped Capabilities. Grades are recorded on FourteenFish along with written justification and feedback on areas for development.
What standard is used?
GP registrars are rated against the expected standard required at the end of training β i.e. what a newly qualified, independent GP should be able to do.
GP registrars are rated in comparison to other GP registrars at the same stage of training, or comparable specialty registrars in the speciality or setting they are working in.
Being graded against the "end of training" standard throughout ST1 and ST2 does not mean you are expected to meet that standard yet. It means your supervisor is using that benchmark to identify where you are on the journey and to give you meaningful developmental feedback. Grades below "competent" in early training are entirely normal and expected.
Grade descriptors
| Grade | What it means in practice |
|---|---|
| Insufficient evidence | Not enough was discussed to make a judgement about this Capability β richer discussion needed |
| NFD β below expectations | Performance is below what would be expected at this stage of training β active developmental work required |
| NFD β meets expectations | On track for this stage of training β progressing appropriately towards CCT standard |
| NFD β above expectations | Performing ahead of stage β this is a positive indicator of progression |
| Competent for licensing | Meets the standard required for independent GP practice β CCT-level performance demonstrated |
| Excellent | Performance is above the CCT standard β exceptional for an independent practitioner |
"NFD" stands for Not yet at Full Descriptor level β i.e. you haven't yet reached the CCT standard for this capability, which is expected and entirely normal throughout most of training. What matters is that your NFD grades show progression over time: from "below expectations" in early ST1 β "meets expectations" β "above expectations" β eventually "Competent for licensing" before CCT. The ARCP panel looks for trajectory, not perfection.
Note: Grade descriptors are paraphrased from RCGP WPBA guidance for educational purposes. Always refer to the FourteenFish portfolio for the exact wording used in grading forms.
β After the CbD: What to Do
The educational value of a CbD does not end when the discussion closes. What you do in the 24 hours that follow determines how much you actually learn from it.
- 1Log the CbD on FourteenFish promptly
Mark the capabilities assessed and your grade against each. Delay makes this harder and risks inaccuracy. - 2Write a brief post-CbD reflection in your learning log
What was discussed, what feedback you received, what you learned, and what your next specific learning step is. - 3Update your PDP
If the discussion revealed a learning need, log it as a PDP entry. The ARCP panel looks for evidence that feedback has been acted upon. - 4Follow up the case if needed
If there are outstanding results, referral outcomes, or patient progress still pending β document what happened and what you learned when you find out. - 5Update your capability coverage record
Note which of the 13 capabilities this CbD covered. Check your FourteenFish dashboard for which capability areas still need evidence.
π CbD vs CAT at a Glance
| Feature | CbD | CAT (ST3 only) |
|---|---|---|
| Available in | ST1, ST2, ST3 | ST3 (primary care placements only) |
| Case source | Your own independent management of a clinical case | Your own practice across a wider range of event types |
| Types available | Single clinical case discussion | CbD, random case review, referral review, prescribing assessment follow-up, leadership debrief, QIP/significant event debrief |
| Duration | 20β30 minutes including feedback | Minimum 30 minutes with debrief |
| Capability mapping | Up to 3 (trainee) + 1 (trainer can add) | Up to 4 (trainee + trainer combined) |
| Max CEGs per assessment | 2 | 2 |
| Assessor | GP ES or CS (GP placement); CS/ST4+/SAS equivalent (hospital) | Approved GP ES or GP CS only |
π€ Who Can Assess a CbD?
The RCGP has specific requirements about who can conduct a CbD, which vary depending on the placement type. Not all CbDs are equal in terms of who can complete them.
β In GP Placements (ST1 / ST2 Primary Care) βΌ
- CbDs must be completed by an approved GP Educational Supervisor (ES) or an approved Clinical Supervisor (CS) who has met the GMC standards for assessors.
- Assessments should be conducted by more than one person in each post and must be conducted by more than one person over the whole training period. This allows for triangulation of evidence (recommended by the GMC).
- Where there is an exhausted shortage of approved supervisors (and the Postgraduate School is aware), triangulation of evidence can be achieved by Training Programme Directors or other GPs trained and updated in WPBA.
β In Hospital / Secondary Care Posts βΌ
- CbDs can be carried out by Clinical Supervisors in the relevant secondary care setting.
- The named Clinical Supervisor should complete at least one CbD during each hospital rotation.
- CbDs can also be done by doctors who are ST4 or above, or SAS doctors with equivalent experience who have met the GMC assessor requirements.
- Where assessments are conducted in settings outside the practice (e.g. OOH), if the assessing clinician has not met the GMC educator requirements, the assessment will not contribute to the minimum mandatory evidence.
Anyone assessing a WPBA β whether GP or hospital doctor β is required to sign in to the Trainee Portfolio on FourteenFish. Assessors who do not already have an account will need to create one. This is free of charge.
πͺ Reflection: The Core of a High-Quality CbD
Research consistently shows that feedback is the most educationally powerful component of a CbD β but to unlock that feedback, your reflection must have genuine depth. A superficial reflection describes what happened. A good reflection analyses why it happened. An excellent reflection considers multiple perspectives, applies frameworks, and generates specific actionable learning.
π Three Reflective Models β When to Use Each
| Model | Structure | Best Used For |
|---|---|---|
| Gibbs' Cycle | Description β Feelings β Evaluation β Analysis β Conclusion β Action Plan | Most portfolio entries; good structure for beginners; works well for emotionally significant cases |
| Kolb's Learning Cycle | Concrete Experience β Reflective Observation β Abstract Conceptualisation β Active Experimentation | Understanding how you learn; useful in tutorial discussion; good for linking theory to practice |
| "What? So What? Now What?" | Describe β Analyse significance β Plan action | Quick, focused reflections; good for learning log entries; easy to use when time is limited |
β What Good Reflection Looks Like β 5 Elements
π Dr Benfield's 4 Reflection Triggers (When You Feel Stuck)
GP trainer Dr Martin Benfield (GP Consultation Skills MB, YouTube) described a practical framework for generating reflection content. Work through these four triggers in order:
- 1Did you look something up during the consultation?
If you checked the BNF, trust guidelines, or NICE CKS in real time, write about what you didn't know, what you found, and how it changed your management. - 2Did your supervisor give you advice?
If a senior made a suggestion, write about what they advised and what you will do differently next time. - 3Did writing up the case make you realise something?
Spontaneous reflection during the write-up process β "I should have done TFTs with this case" β is valid and valuable evidence. - 4If none of the above apply: do the learning first, then reflect.
Identify the learning need, do the reading, then write: "Having read about X, if I saw a similar patient again, I would make sure I..."
βοΈ Demonstrating the Ethics Capability β Two Frameworks
Many trainees find the ethics capability the hardest to demonstrate. The key insight is that any consultation where a choice was made can be analysed using these frameworks β not just serious ethical dilemmas. Declining antibiotics for a viral URTI, starting HRT where there are some risks, or a patient declining investigation you recommended β all work.
- Benefit: What good could come from this decision?
- Harm: In what way could this decision lead to harm?
- Autonomy: How was the patient enabled to make an informed choice?
- Justice: Is this fair for myself, the practice, and the NHS β considering cost, time, and resources?
- List everyone affected: yourself, the patient, and 2β3 others (family member, receptionist, on-call GP, pharmacist)
- For each person, consider: their thoughts, emotions, and the impact on them
- For yourself: what did you do, why, based on what evidence, how did you feel?
- For others: use hypothetical perspective β put yourself in their shoes
β οΈ Common Reflection Mistakes to Avoid
- Pure description with no analysis β "I saw a patient with chest pain, did an ECG, referred to cardiology" tells a supervisor nothing about your thinking
- Generic learning points β "I will read more about chest pain" is not a learning plan; it is a sentence
- Writing reflections in bulk just before ESR β ARCP panels notice this pattern. It signals performative compliance rather than genuine learning
- Using AI to generate reflections without personalising them β the RCGP explicitly flags this as a probity concern; supervisors can easily identify generic AI output, and trainees must be prepared to discuss entries in detail
- Claiming competence you haven't demonstrated evidence for β self-rating should be supported by the portfolio entries, not just asserted
π‘ Tips, Pearls & Pitfalls
For Registrars
- Don't leave CbDs to the last minute. You need a minimum of 2 per ESR period. Waiting until the final weeks of a post puts enormous pressure on supervisors and risks being caught out if a supervisor is unexpectedly unavailable.
- Choose genuinely challenging cases. A case where you felt uncertain or at the edge of your competence will generate far better feedback β and better grades β than a routine case you handled perfectly. Supervisors are impressed by insight and reflective depth, not just clinical knowledge.
- Prepare your Capability mapping beforehand. Know which 2β3 Capabilities you are mapping to. Think through why you chose those areas. Have specific things to say about each. Share the clinical entry with your supervisor before the day if possible.
- Use the CbD as a learning tool, not just a box to tick. Bring cases that genuinely puzzled you, cases with ethical tensions, cases involving multimorbidity, or cases where you would have done something differently with hindsight.
- Spread your Capabilities over time. By the end of training you should have evidence across all 13 Capabilities. Keep a running note of which you have covered and which need attention.
- The discussion is about what you actually did β not what you should ideally have done. Be honest about your real-time reasoning. Supervisors know you are a trainee; authenticity is rewarded.
π£ How to Structure Your Case Presentation
Before the assessor starts probing, open with a concise, organised case summary. Cover these 7 elements β briefly, in order:
- 1Clinical presentation and context β what brought this patient in, any relevant background
- 2Data-gathering approach β key history points, examination findings, any records you consulted
- 3Your reasoning β your differential, what you considered and why, what you were worried about
- 4What you decided and why β including what you actively ruled out and your justification
- 5Management plan β prescribing, safety-netting (specific triggers and timeframes), follow-up, referral if relevant
- 6Patient involvement β their concerns, preferences, what you explained, how they responded
- 7Retrospective reflection β one honest thing you would do differently and why
Common Pitfalls
π§° Practical Shortcuts That Work
For every clinical action in your case, climb the WHY ladder before the CbD. It forces you to articulate reasoning rather than just action β which is exactly what gets graded.
What was my clinical reasoning?
What alternatives did I consider and reject?
What was the risk I was managing?
Use this on every management step before the discussion. Three short answers transforms a narrative into an analysis.
Every strong CbD covers all four elements. Use RAMP to check your preparation before any CbD discussion.
π₯ Real-World Wisdom: What Trainees & Trainers Actually Say
The official RCGP guidance tells you what to do. This section tells you what it's actually like β distilled from the lived experience of UK GP registrars and trainers across multiple training schemes, deanery resources, and trainer-led workshops. All insights here are consistent with official guidance; they simply add the texture that official documents tend to leave out.
π The Simplest Rule for Spotting a Good Case
Trainees consistently report that the best CbD cases share one quality: they gave you pause. The case where you weren't sure, had to weigh competing options, had to decide what not to do as well as what to do, or where the patient's context made the textbook answer feel wrong β these are precisely the cases that let a supervisor explore your judgement rather than test your recall.
You do not need a dramatic or rare case. You need a case where your judgement mattered. Even a mundane presentation can make an excellent CbD if it involved uncertainty, safeguarding concern, a decision not to over-investigate, difficult communication, or a patient whose priorities differed from yours.
"Do not wait until the end of a post to think about CbDs. The best discussions happen when you can still clearly explain what you were thinking, what worried you, what alternatives you considered, and why you chose your final plan."
π Reverse-Engineering from Capabilities
A widely recommended approach from experienced trainees and GP trainers is to reverse-engineer your case selection from the capability descriptors rather than starting from recent patients:
- Open the RCGP curriculum capability framework before selecting your case
- Check your FourteenFish dashboard β look at the visual coverage indicators (sometimes called "orbs") to see which capabilities have the least evidence
- Ask: "Which of my recent cases demonstrates this under-covered capability?" β rather than starting from cases and working forward
- Select and map accordingly. A single well-chosen case covering three capability gaps is far more strategically valuable than three cases all covering the same area
"Keep an eye on the orbs on the main FourteenFish page to check your curriculum coverage" β confirmed GP trainer, r/doctorsUK
π On Choosing a Case
- Complex cases consistently perform better than simple ones β even if you feel you handled them poorly. Here's why: a sore throat or a straightforward UTI leaves almost nowhere to go in the discussion. A genuinely complex case β multimorbidity, an ethical dilemma, clinical uncertainty, a difficult consultation β naturally opens up rich discussion across multiple Capabilities. The very complexity that makes you nervous about choosing it is precisely what generates evidence.
- You can β and should β present patients you've seen more than once. CbD stands for Case-Based Discussion, not Consultation-Based Discussion. A patient you've followed over several weeks, managing an evolving picture, demonstrates depth, continuity of care, and long-term reasoning that a one-off consultation simply cannot show.
- Cases involving uncertainty are gold. Trainers and assessors are specifically looking for how you handle not knowing. A case where you were confident and right demonstrates less than one where you were uncertain, reasoned carefully through it, and arrived at a sensible plan anyway. Uncertainty handled well is a sign of a mature clinician.
- Cases that went slightly wrong are sometimes the most valuable. Choosing a case where something could have been done better β and being able to reflect on it insightfully β demonstrates exactly the kind of professional self-awareness that the CbD is designed to assess. Trying to curate only cases you're proud of misses the whole point of the exercise.
Choosing a simple case to feel "safe." It backfires every time. Simple cases don't give you room to demonstrate competence in depth β your answers run out quickly, the discussion feels thin, and there's little for the supervisor to grade positively. A difficult case where you did something imperfect will nearly always outperform a textbook-easy case where everything was routine.
π± Log Cases in the Moment β Don't Rely on Memory
A consistently repeated piece of advice from UK GP trainees is to download the FourteenFish app on your phone specifically for in-the-moment case note-taking. When you see a case that might make a good CbD or learning log entry, jot down the key details immediately β including your reasoning, uncertainty, and what you would do differently. Return to it later for proper reflection.
Reflections written closer to the clinical event are richer, more specific, and more authentic than those reconstructed days or weeks later. The difference in quality is substantial β and ARCP panels can often tell the difference between fresh and retrospective entries.
"Agree with your ES/CS early on how often you'll have CbDs/COTs. Log activities as they happen rather than retrospectively." β GP trainee, r/GPUK
π Writing the Brief Description: Keep It Very Brief
A very common mistake is writing a lengthy narrative under the 'brief description' section of a CbD or clinical case review, then writing minimal content under each capability. This buries the evidence where the ARCP panel cannot easily find it β and may not be credited.
β Don't do this:
Three-paragraph case history in the description box β two lines under each capability
β Do this instead:
1β2 sentences in the description box: just what you knew before you saw the patient β substantial content under each capability
The rule: Any information you put in the description that isn't linked to a capability will never be used in your ESR β it is effectively wasted. Everything evidence-worthy belongs under a capability heading. Decide your three capabilities before you start writing, then write the case content under those capabilities.
π― Justifying Capabilities β Common Mistakes by Capability Type
It is not enough to state which capability a case demonstrates β you must justify why and how. These are the most common justification errors by capability:
β Communicating & Consulting βΌ
β Weak justification: "I communicated with the patient."
β Strong justification: Explain why you communicated the way you did. For example:
- How you used an analogy suited to the patient's occupation to explain a diagnosis
- How you adapted language for someone with low health literacy or cognitive impairment
- How you negotiated a management plan the patient initially disagreed with, including what you said and how the patient responded
The capability is not about whether you spoke to the patient β it is about how you adapted your communication to this specific patient.
β Data Gathering & Interpretation βΌ
β Weak justification: Listing the history you took.
β Strong justification: Demonstrate the reasoning process:
- Why you included certain questions and what each positive or negative finding meant to you diagnostically
- How you moved from data to interpretation to clinical decision
- What you chose not to investigate and why β the decision not to investigate is as important as the decision to investigate
β Medical Complexity βΌ
β What works well: Show you are coordinating the patient's care across all their problems, not just the presenting complaint.
- Adjusting a prescribing decision because of existing comorbidities (e.g. avoiding NSAIDs in a patient with CKD)
- Using the consultation to address health promotion alongside the acute problem
- Explaining how you prioritised competing problems in a limited consultation time
β Community Health & Environmental Sustainability βΌ
This capability is frequently undercovered, especially by IMGs. Many trainees don't realise how accessible it is:
- Prescribing the cheaper but equally effective generic alternative and justifying why
- Encouraging vaccination uptake in a patient from a vaccine-hesitant community
- Directing a patient to local social prescribing, a community link worker, or local voluntary sector resources
- Declining an unnecessary investigation and explicitly noting the resource cost in your justification
- Choosing a lower-carbon inhaler option where clinically appropriate
β± The Portfolio Efficiency Principle
A confirmed GP trainer on Reddit summarised this well: if you had two hours outside work per week for learning, don't spend two hours on portfolio entries. Spend 30 minutes on an efficient, well-written clinical case review that demonstrates genuine reflection β and use the remaining time on learning that genuinely develops your clinical knowledge and exam preparation.
The question to ask about every portfolio entry is not "Is this long enough?" but "Does this show what I learned and what I plan to do differently?" A precise, specific entry of 150 words that answers that question is worth more than 500 words of generic reflection.
"We don't want you spending hours and hours doing these things. Spend 30 minutes doing an efficient one and an hour and a half doing learning to pass your exams." β confirmed GP trainer, Reddit
- The CbD preparation template should take at least 30 minutes to complete. Not 5, not 10. Trainees who dash through it in a spare moment consistently arrive less prepared. The act of writing it up carefully clarifies your own thinking β which is actually most of the preparation.
- On the second page of the template, write WHY each Capability applies β not just which ones. "This demonstrates Holistic Practice because..." is far more useful than a tick in a box. It helps you articulate your reasoning during the discussion, which is what actually gets graded.
- Share the entry with your supervisor at least a few days before. A supervisor who arrives fresh to your case with no preparation will spend the first part of the discussion getting up to speed rather than asking you meaningful questions. You both lose out.
- Track your Capability coverage running total. Keep a simple note β even a piece of paper β of which Capabilities you've already covered in previous CbDs. By mid-training, trainees who do this arrive at each CbD deliberately targeting gaps. Those who don't tend to cover the same two or three Capabilities repeatedly and are then surprised at their ESR that several areas lack evidence.
π£ During the Discussion: What Actually Helps
- Be honest when you didn't do something. If your supervisor asks "did you explore the patient's ideas about what was causing this?" and you didn't β say so clearly. "No, I didn't do that in that consultation, and on reflection I think I should have" is an excellent answer. It shows insight, honesty, and reflective ability. Saying "yes" when you didn't is immediately transparent to an experienced trainer β and looks far worse than the original omission.
- The CbD is not a viva β and it's not a casual chat either. It sits between the two. It is structured, it is an assessment, and it has a grading function. But it is conducted as a discussion, not as an interrogation. Approach it as a conversation about a real case with a colleague who is genuinely interested in how you think.
- Use phrases that demonstrate reflective depth, not just knowledge. "At the time I thought X, but on reflection I wonder whether Y would have been better" is far more impressive than simply restating what you did. Trainers are assessing your reasoning and your self-awareness, not just your clinical knowledge.
- Don't be thrown by "What did you actually say?" Trainers will often drill into specific moments: "How did you phrase the safety-netting advice?" or "What did you actually say when you explained the diagnosis?" This is intentional β they're checking whether your account is real or reconstructed in retrospect. Be as specific as you can. If you don't remember the exact words, say so: "I can't recall the exact phrasing, but the essence was..."
- Don't answer questions you haven't been asked. Some trainees, when asked about one capability, pre-emptively answer three others. This can actually reduce your grade β it suggests you're reciting a rehearsed script rather than responding thoughtfully to the actual question. Listen carefully. Answer what's asked. Then stop.
Trainers consistently report that these kinds of phrases stand out in a CbD discussion:
- "I was uncertain at that point, and here's how I reasoned through it..."
- "I recognised that I was at the edge of my competence here, so I..."
- "Looking back, I think I could have done X differently, because..."
- "I was aware of the tension between X and Y in this case, and I chose to prioritise..."
- "I used the [guideline / NICE CKS / local pathway] to inform this decision, specifically because..."
None of these phrases require you to have been perfect. They require you to have been thoughtful. That is exactly what the CbD is designed to assess.
π Understanding What the CbD Actually Is (and Isn't)
Many trainees confuse CbD with Random Case Analysis (RCA), which they may have done during foundation training. They are fundamentally different:
| Feature | CbD (Case-Based Discussion) | RCA (Random Case Analysis) |
|---|---|---|
| Focus | What you actually did and why | What you would do ideally |
| Hypotheticals | Not permitted (no "what if?" questions) | Common and expected |
| Miller's pyramid | Tests "Does" β highest level | Tests "Shows how" or "Knows how" |
| Purpose | Assesses professional judgement in real practice | Useful for identifying knowledge gaps |
Understanding this distinction shapes how you prepare. The CbD question "What did you actually say to the patient when you explained their diagnosis?" has a specific answer based on reality. The RCA-style equivalent β "How would you explain a new diagnosis of diabetes to a patient?" β is a different kind of question entirely. Prepare for the former.
β° Practical Logistics: The Things Nobody Mentions
- Your supervisor will not remind you to do your CbDs. This is explicitly your responsibility. The most effective approach is to ask β at the end of a tutorial β "Can we schedule a CbD in the next few weeks?" and agree a date. If you don't ask, it often doesn't happen, and then you're scrambling towards the ESR.
- Spread them out. Doing all four CbDs in the final two weeks before your ESR is stressful, produces rushed, low-quality discussions, and generates poor feedback. Research consistently shows that trainees who batch CbDs under time pressure perform worse. One CbD per month is a comfortable, sustainable pace.
- External factors genuinely affect performance. Doing a CbD immediately after an exhausting clinical shift has a measurable negative effect on how you present and reflect. If you've had a genuinely brutal day, it's perfectly reasonable to ask whether you can reschedule. Your supervisor will respect this far more than a low-energy, distracted discussion.
- Discuss your trainer's preferences early. Some trainers want cases a full week before. Others prefer a day before to keep the case fresh. Some combine a CbD with a COT in a single tutorial hour; others prefer a dedicated session. A quick conversation early in your GP post saves confusion later.
- Shred all patient-identifiable material. At the end of the discussion, collect and shred any printed summaries or clinical entries shared with your supervisor. Patient confidentiality does not end when the CbD does. This is your responsibility.
- Less-than-full-time (LTFT) trainees. Your CbD requirements are pro-rata. Check your current LTFT percentage with your deanery to confirm the exact numbers expected of you at each ESR. The minimum numbers quoted here are for full-time trainees.
- Use CbD discussions to feed your learning log. The conversation itself β even the parts that weren't formally assessed β often generates useful insights worth recording as a Clinical Case Review (CCR) or PDP entry. Don't let a productive 30-minute discussion produce only the FourteenFish form.
π¨ Hospital Posts: A Different Game
CbDs in hospital posts are often significantly different in feel from GP placements β and many trainees find them harder to arrange and less educationally rich. Here's what experienced trainees and trainers advise:
- Arrange your first hospital CbD early in the rotation. Your named Clinical Supervisor must complete at least one CbD during the rotation. They are usually busy consultants. Don't wait until week eight of a twelve-week post to ask.
- Bring the right kind of case for the hospital context. In secondary care, the Capabilities around Medical Complexity, Decision-Making and Team Working are often richest. Cases involving diagnostic uncertainty, multidisciplinary decision-making, or complex prescribing tend to be the most productive.
- Brief the consultant on how GP training CbDs work. Some hospital consultants are unfamiliar with the GP CbD format β they may have experienced different versions from other training programmes. A brief explanation that the discussion focuses on what you actually did (not what you ideally should have done), that they should avoid "what if" questions, and that they'll need a FourteenFish account, goes a long way. Don't assume they already know.
- Hospital CbDs count β but check they will count towards your mandatory minimum. CbDs completed by assessors who haven't met GMC educator requirements do not count towards the minimum mandatory evidence. Confirm with your assessor that they meet the requirements before the session, not after.
π€ AI, Portfolios & the RCGP's Official Position
"The RCGP does not believe it is possible to mandate that GPs in training should never use AI when completing their learning logs. AI tools can clearly help with the drafting process, but to use AI to create 'artificial patient encounters' or to take a purely mechanistic, cut-and-paste approach to producing learning logs risks raising questions of probity. GPs in training should be prepared to have some of their learning logs interrogated by their Educators and the ARCP panel."
What this means in practice:
- Using AI to tidy grammar, improve structure, or clarify wording β broadly accepted
- Using AI to generate the reflection itself, especially with no relationship to a real patient encounter β considered a probity issue
- Submitting AI-generated content as if it were your own reflection without personalising it β high risk at ARCP
If you use AI as a drafting aid, personalise the output with specific clinical details from your actual case, and be prepared to discuss the case and your reflection in depth during supervision or ARCP. Supervisors can identify generic AI output readily β and trainers report that brief, honest, specific entries in your own voice are always preferable to polished but hollow ones.
"As a trainer, I don't want to read 500β1000 words of AI-generated waffle. A relevant couple of lines in your own voice is much better β it's very easy to see through AI-generated generic reflections." β GP trainer, r/doctorsUK
π Specific Advice for International Medical Graduates (IMGs)
- Over-describing the medicine, under-demonstrating the thinking. Many IMGs are trained in systems where comprehensive case histories are valued. In a GP CbD, the case summary should be brief. The supervisor already has the clinical entry. What they want is your thinking β not a retelling of the history.
- Not explicitly linking to capabilities. In many training systems outside the UK, assessors infer competence from case descriptions. In the GP CbD, you need to make the link explicit: "This case demonstrates Communicating and Consulting because I adapted my explanation when I realised the patient hadn't understood my first attempt." Say it. Don't assume it's obvious.
- Avoiding uncertainty because it feels like admitting weakness. In many educational cultures, saying "I wasn't sure" suggests incompetence. In the UK GP CbD, it suggests maturity and self-awareness. Supervisors actively look for it. Practise saying phrases like: "I was uncertain at that point because..." and "I considered X but wasn't fully confident, so I..."
- Writing narrative stories instead of analytical reflection. The CbD is not a case report. It is an analysis. The question is not "what happened?" but "why did you make the decisions you made?" Before any CbD, reread your preparation and ask: is this a story or an analysis? If it reads like a story, go back and add the reasoning layer.
- Being defensive rather than reflective when challenged. When a supervisor challenges your reasoning, it is not an accusation β it is an invitation to show your thinking. "That's a fair challenge. My reasoning at the time was..." is an excellent response. Defensiveness closes the conversation; reflective honesty opens it.
β What Separates Good From Excellent in a CbD
Strong CbDs consistently share five structural elements. Weak CbDs typically miss at least three of them.
| Element | β Strong CbD | β Weak CbD |
|---|---|---|
| Case summary | Brief (4β6 lines), focused, sets the scene quickly | Long narrative β too much history, not enough reasoning |
| Clinical reasoning | Differential explicitly discussed; prioritisation justified | Diagnosis stated without reasoning; alternatives absent |
| Risk & safety-netting | Red flags addressed; safety-netting plan clear | No risk discussion; follow-up vague or absent |
| Reflection | Specific and honest: "I realised I avoided X because..." | Generic: "I learned communication is important." |
| Capability mapping | Explicitly stated: "This demonstrates X because..." | Left to supervisor to infer β frequently missed |
- Chose a genuinely complex or challenging case
- Mapped Capabilities to areas that needed development
- Opened with a clear, structured case presentation
- Articulated real-time reasoning, not a post-hoc ideal account
- Named uncertainty and described how they handled it
- Reflected insightfully on what they would do differently
- Was honest about limits without being self-deprecating
- Linked decisions to evidence, guidelines, or prior learning
- Used patient context to explain clinical choices
- Left feedback feeling energised, not defensive
- Chose a simple, low-complexity case to "play it safe"
- Always mapped to the same 2β3 comfortable Capabilities
- Gave an idealised version of events rather than what actually happened
- Said "yes" when the answer was "no"
- Recited textbook answers rather than responding to the specific question
- Could not articulate why β only what
- Left no time for feedback by over-running the discussion
- Prepared the template in a rush the morning of the session
- Scheduled all four CbDs in the final fortnight of the post
- Presented a patient seen only once with a straightforward outcome
π€ Reflective Questions for Self-Directed Learning
Use these after any significant clinical case β not just for CbDs β to deepen your reflective practice between formal assessments. They are designed to push beyond description and into genuine analytical reflection.
"Why did I make the management decision I made? What new information would have changed my thinking?"
"Was I truly sharing the decision with the patient β or was I directing them towards my preferred option?"
"If I were this patient, what would I have wanted to know? Did I address that?"
"What did I not know that I should know? What specific thing am I going to do about that β and by when?"
"Were there red flags I actively considered and ruled out β or did I just assume they weren't present?"
"How would a different patient β different age, ethnicity, socioeconomic background β have changed my approach? Should it have?"
"If this patient returned in two weeks having deteriorated, could I clearly justify every decision I made today?"
For Supervisors & Trainers
- Stick to the 'here and now'. The CbD assesses what the registrar actually did, not what they should have done in an ideal world. Hypothetical challenge is acceptable only for particularly complex capabilities (e.g. ethics or fitness to practise).
- Read the clinical entry beforehand. Protected preparation time makes the discussion richer and more focused. You cannot conduct a meaningful CbD without having read the record.
- Protect the time. The discussion β including your feedback β should take 20β30 minutes. Don't allow it to be squeezed or interrupted.
- Feedback must be written and justified. Documenting your rationale for grades on FourteenFish is mandatory. Vague comments like "good case" or "needs improvement" without specifics are unhelpful and may be questioned at ARCP.
- You can add Capabilities during the discussion. If discussion reveals a Capability not originally mapped by the registrar, you can add it to the assessment form.
- Vary who conducts CbDs. Assessments should be conducted by more than one supervisor over the training period to allow for triangulation of evidence β this is a GMC recommendation.
π What Supervisors Are Actually Looking For
Behind every CbD question, a supervisor is assessing four core domains. Understanding these makes the whole assessment feel less mysterious β and lets you prepare more deliberately.
- Why one diagnosis over another
- How uncertainty was handled
- What was actively ruled out β and why
- Safety-netting given
- Red flags considered
- Follow-up planned appropriately
- Patient preferences explored
- Psychosocial context considered
- Shared decision-making evident
- What you would do differently
- Honest awareness of limitations
- Evidence of learning from the case
- Did you consult NICE CKS, BNF, or local guidelines?
- What did they say? How did they change your decision?
- Were you aware of the evidence base for your prescribing choice?
- How did you tolerate and communicate uncertainty to the patient?
- Did you use time as a diagnostic or therapeutic tool?
- When did you seek input and how did you decide when to escalate?
- Were safety-net instructions specific? (what symptoms, what timeframe, who to contact)
- Was follow-up planned and appropriate to risk?
- Was the clinical record contemporaneous and complete?
- Show uncertainty β deliberately. If everything in your account sounds certain and straightforward, experienced supervisors find this less credible, not more impressive. Real clinical practice involves doubt. Saying "At the time I was uncertain whether..." or "I considered X but ruled it out because..." demonstrates authentic thinking.
- Depth beats breadth every time. One case explored deeply and analytically is worth far more than three cases covered superficially. The RCGP guidance explicitly supports focusing on 2β3 Capabilities in depth per CbD.
- Insight equals progression. The underlying question supervisors are always asking is: "Would I trust this trainee to work independently?" Insight β the ability to recognise what went well, what didn't, and why β is the clearest signal of readiness for independent practice.
- Own your decisions β don't hide behind guidelines. Saying "Guidelines say..." sounds passive. Saying "Given NICE guidance and this patient's specific context, I decided..." shows you applied your judgement. Supervisors are assessing a doctor, not a search engine.
β Example CbD Question Bank
The following questions are examples that supervisors and assessors can use during a CbD to explore each Capability. They are suggestions only β not a mandatory checklist. Supervisors do not need to ask every question. Questions should be adapted to the case in hand.
These questions were originally developed by Dr Ramesh Mehay, Bradford VTS, and have been further adapted and updated by the RCGP WPBA Core Group (January 2025). They are reproduced here with permission as the official resource published on the RCGP website.
The RCGP publishes the question bank as a downloadable PDF:
β¬ CbD / CAT Question Generator (PDF) β RCGPThis is the official RCGP document. Always refer to the RCGP website for the most up-to-date version.
β 1. Fitness to Practise βΌ
- Was there any point in the consultation where you felt out of your depth? How did you define your limits? What did you then do?
- This case sounded difficult. How did you manage any external emotions or internal feelings to ensure they did not impact on the next patient?
- How did you feel after looking after this patient? How did you care for yourself?
- Within this case, how did you balance your personal and professional demands, enabling work commitments to be met whilst maintaining your own health and wellbeing?
- After the consultation, and on reflection, what were your thoughts on your performance β including your knowledge, skills and approach? Could it have been improved? What steps have you planned?
- Was there any significant learning highlighted by this consultation (including complaints or performance issues)? What were they? How did you proceed?
- Have you received feedback in the interim between seeing the patient and today? How did this make you feel? How will this change your approach?
- How did you value and support the team around you? Were there any needs of colleagues identified?
- Were there any legal or regulatory frameworks to consider with the care you provided?
- How did you promote patient safety?
- Did you have any concerns over what a previous healthcare professional had done? What did you do about it?
- Did this case lead to a patient complaint? How did this make you feel? How did you manage and reflect on this?
- Are you aware of how to manage complaints within the GP practice or wider NHS? Are you aware of the need to declare complaints for your ARCP and future appraisal?
β 2. An Ethical Approach βΌ
- Tell me about the ethical aspects of this case. What were they? How did you manage them?
- How did your own values, attitudes or ethics influence your behaviour in this case?
- How did you ensure you provided culturally sensitive healthcare?
- How did you ensure that you were non-judgemental when dealing with patients, carers and colleagues, respecting the rights and personal dignity of others?
- How did you ensure fairness, respect and participation were valued both by the patient and/or their carer and other staff members? Did you need to take any additional steps to ensure the patient could make informed decisions?
- How have you applied Good Medical Practice in your own clinical practice in this case?
- How did you ensure you did not discriminate (directly or indirectly) against the patient or staff member?
- How did you challenge attitudes that dehumanise or stereotype others, and ensure you treated each person as an individual?
- What ethical principles did you use to inform your choice of treatment? How did you ensure the patient had an informed choice?
- Was there a need to address confidentiality issues with the patient (e.g. in cases where the patient is a teenager)?
- How did you ensure your care was inclusive?
- Did you need to address any professional duty of candour within this case?
β 3. Communicating & Consulting βΌ
- What questions did you ask to establish what the patient expected to achieve when coming to the surgery? How did you separate these from what the patient thought about their health problems?
- Describe what you did to balance the need to be focused and keep to time with the need to allow patients to explain things in their own way and feel heard.
- How did you adapt your language or communication to suit this patient β e.g. a patient communicating in a second language, or with learning difficulties, cognitive impairment or if they were a child?
- How did you adapt your language or communication to the mode of the consultation (e.g. telephone, face-to-face, text)?
- Describe how you used the patient's health understanding to adapt your language and explanations.
- Describe how you adjusted your medically safe plans to suit the patient's agenda and desire for inclusion in decision-making.
- How did you adjust your consultation to suit this patient given their background (educational and cultural) and beliefs (health and religious)?
- Describe how you used communication techniques or materials to improve patient understanding β e.g. online resources.
- How did you structure your consultation? Did you apply a consultation model? If so, what did you use and how did this help? Did you deliberately flex from a model?
- How did you develop a professional relationship with the patient to instil a long-term relationship and enhance continuity of care?
β 4. Data Gathering & Interpretation βΌ
- Tell me about the key findings in this case, including duration of symptoms, their pattern or variability.
- How did you focus on getting this information in the limited time available?
- How did you ensure that you gathered enough information to make sure the patient was safe? How did you exclude red flags?
- Describe how you kept a balance between keeping focused and excluding worrying things.
- Had you gathered any further information about this case from others?
- What bits of information from the history, examination and investigations did you find helpful in this case? Why? How did you elicit these?
- What examinations and/or investigations did you do? Explain why you did all of these.
- How and why would you change the style of data gathering given this patient and their situation?
- How did you use pre-existing information (consultations, summary, letters, investigations) to help formulate your diagnosis/decision?
- How did you interpret your findings from examinations and/or investigations? How did you act on any abnormal or unexpected results?
- I see from the notes that there is no reference to examining the [x]. Why is it not there?
- Tell me about the abnormalities you found and which bits of the examination were most useful. Can you explain why?
- What prior knowledge of the patient did you have which affected the outcome of the consultation(s)?
β 5. Clinical Examination & Procedural Skills (CEPS) βΌ
- Which examinations did you do in this case and why was each one carried out? To what level of depth? Was this appropriate for the clinical situation?
- When you examined this patient, how did you assess their [x]? What were you intending to gain from this examination? Did it allow you to make a definitive assessment? What further assessment might you have done?
- You found [x] on examination. What does this imply? What further examination did you do? What was the order and your reasoning?
- How did you put the patient at ease and ensure no harm?
- What were the medico-legal aspects of your examination? (Consider informed consent, mental capacity, best interests.)
- You described doing an intimate examination. Tell me how you managed the patient's needs whilst also gaining the clinical information you needed.
- Did you offer or use a chaperone? Tell me about your decision on this. Was it for your benefit or the patient's?
- Were there any moments where the patient showed verbal or non-verbal cues that they were uncomfortable? How did you manage this?
- Patients do not always want to have the examinations a doctor might want. How did you manage this difference?
- Describe how you managed any cultural and ethical issues that arose.
- Were there any personal limitations by either yourself or the patient in undertaking the examination?
β 6. Decision-Making & Diagnosis βΌ
- You have suggested the diagnosis might be [x]. How did you come to your final working diagnosis? Which features of the history and examination were instrumental?
- What was your differential diagnosis? What features made each one more or less likely?
- What is the natural history/pattern of this condition? How does that fit with your findings and next steps?
- What are the most common causes locally of these symptoms? How does knowing this help you to care for this patient?
- Did you use any pattern recognition to identify diagnoses safely and reliably?
- Did you use any guidelines or frameworks (local or national) to help with making the diagnosis? How did this assist?
- When you got the result of [x test], can you explain how it changed the diagnoses you were considering?
- How did you approach defining your next steps?
- Did you use any decision aids (e.g. algorithms or risk calculators) to help guide a clinical decision? How did this help?
- How did it feel to independently make the decisions you made? How did you use others around you to support you?
- Tell me about how you used time to help you when making decisions. Were some decisions urgent and others deferrable?
- How close to the limits of your competence were you in being able to make independent diagnoses/decisions in this case?
β 7. Clinical Management βΌ
- What management options did you consider? Tell me about some of the pros and cons of these options. Which did you choose? Did you consider any evidence?
- How did the patient's situation affect the management plan?
- How did you balance your management plan with the treatments requested or expected by the patient, their carers or family?
- You described a patient with several different problems. How did you choose which to prioritise? How did this affect your final plan?
- How did you manage any symptoms that presented early or in an undifferentiated way?
- (If emergency) Tell me about the emergency. How did you respond and what follow-up did you arrange for the patient and family? Did you liaise with any other services?
- You described various medications you used. What made you prescribe [x]? How did you choose that? What does the evidence say? Do you know the costs? Why not [y] which is cheaper and as effective? What other drugs is the patient on β did you check for interactions?
- How did you ensure prescribing safety? What non-drug interventions did you suggest?
- Did you apply any local and national guidelines, including drug and non-drug therapies, when considering management options?
- Was de-prescribing or reducing medication an option? Did you involve or make a referral to anyone else? What was the added value of involving this person or team?
- Did you arrange any follow-up to monitor the patient's progress? Why do you want to see them again? (If not, how could this patient have been followed up?)
- How did you decide if you or another professional should review the patient?
- What safety-netting advice did you give? How did you ensure patient safety? Did you use any tools to help?
β 8. Medical Complexity βΌ
- What made this case medically complex? How did you resolve that?
- What were the areas of uncertainty? What strategies did you use to manage that uncertainty? (e.g. using time)
- There was a lot to coordinate β from the acute to chronic comorbidities to existing medications and allergies. What strategies did you use to coordinate it all? How did you prioritise?
- The advantages and disadvantages of different options were complex here. How did you explain these to the patient? How do you know that this worked for them?
- In the course of working with this patient, can you describe any areas where your medical training differed from the patient's perceptions of what should be done? How did you manage this?
- Was there a difference of agendas? How did you tackle this? How did you merge the agendas whilst remaining person-centred?
- How did you explain 'risk' to the patient? Did you involve them in risk management? How did you capture this in the notes?
- Where multiple problems were presented in an online/digital/electronic consultation, were you able to recognise and prioritise them appropriately?
- Were there any limitations with using protocols within the decision-making and management of a complex multi-morbidity patient?
- How did you forge a partnership with the patient to help optimise care? Were you able to facilitate continuity of care either personally or across teams?
β 9. Team Working βΌ
- Did you involve anyone else in this case? Who? Why? How did they help? What skills did they bring that you don't have? (Consider the wider workforce including Allied Health Professionals.)
- Did you involve any other organisations or agencies in this case? For what purpose?
- How do the roles, skills and diversity of other team members already involved (or soon to be) enhance the care of the patient?
- Some of your colleagues will have been working with this patient before your involvement. How did this affect your role in the wider team?
- Can you describe what this case tells you about how our team works and how members interact?
- What team interactions within this case enhanced patient care and the working environment?
- How did you ensure effective communication with others involved in this case β between professionals and teams, as well as carers?
- If many people/organisations are already involved, what do you see as your role? Did you do anything to ensure coordination of overall care to promote more effective team working?
- Has appropriate follow-up with the correct team (primary/non-primary care) been arranged? What information did you provide with your referral?
- Was there any potential conflict at the interface between different healthcare professionals, services and organisations? How could this be mitigated?
β 10. Performance, Learning & Teaching βΌ
- How did you use clinical guidelines to inform your decision-making?
- How did you identify clinical guidelines for this case β e.g. website, local resources? Is this your normal practice?
- Infection risk and transmission of infection is an important part of quality healthcare. Was this considered? What steps were taken to reduce any risks?
- Within this case did you choose to use your professional judgement and not follow a guideline? How did you reason this?
- What learning needs did you identify and how are you going to take this forward?
- If you identified personal learning needs, have you added these to your PDP? What will you do to ensure they are met?
- Based on learning from this case, are there any behaviours you plan to change?
- Having reflected on this case, have you identified any improvements to your performance?
- Have you used external standards to evaluate your performance? How did you identify these standards?
- Did you share any learning from this experience with anyone? Who and why?
- Was there a need to provide feedback to a colleague regarding this case? How did you go about doing this?
- Did you identify any need for team-based quality improvement activity from your reflections?
- Was there any opportunity to teach others as a result of this case β e.g. teaching the practice team, registrars, medical students?
β 11. Organisation, Management & Leadership βΌ
- How did you use the computer in the consultation (including previous consultations, results, letters and online resources)?
- Describe how you balanced your need to record the consultation on the computer with the need to maintain rapport with the patient.
- Is the computer record entry satisfactory and contemporaneous? Have any important findings been left out? Have they captured the patient's narrative? Are they concise yet appropriately thorough?
- Did you use appropriate SNOMED CT, Read or ICD-10 coding for diagnosis, examination and treatment in line with local expectations?
- How did you use the practice computer system to communicate with others β e.g. electronic referrals, messaging, email?
- What steps did you take to keep this consultation to time whilst ensuring appropriate record-keeping? Was the entry added in a timely manner?
- How effective and helpful is the future management plan you have written for your colleagues?
- Did you use any online information or resources to help? If so, what, why and how did this help?
- Describe the ways in which delegation and good time management improved your care of this patient.
- Do you have any suggestions about how your management of this case would have been better if the guidance or organisation in the GP practice was different?
- How did the overall workload of the practice affect how you managed this patient and your day?
- The days can feel under pressure at times. How have you responded to this service pressure personally and within the organisation?
- How do you ensure that you manage referrals, results and communications about patients in a timely way?
- How did you coordinate patient care, bridging different NHS systems, working as a generalist?
- How have you demonstrated effective time management, handover skills, prioritisation, delegation and leadership skills?
- Tell me about the overarching structure of the UK healthcare system and how your consultation fits into this and the range of services available.
- Was there a time where you felt it was important for either yourself or colleagues to have freedom to speak up, including duty of candour or whistleblowing? What steps did you take?
β 12. Holistic Practice, Health Promotion & Safeguarding βΌ
- What was the patient's agenda (ideas, concerns and expectations)? How did you elicit their agenda? Why did they present now? What feelings did you explore?
- Did you identify any ongoing problems which might have affected this particular presenting complaint?
- What effect did the symptoms have on the patient's work, family, carers and other parts of their life? (Consider the difference between illness and disease.)
- How did the symptoms affect the patient psychosocially? What phrases did you use to elicit these?
- What did you discover about the patient's culture and background? How did you use this to help advise them and their family about next steps?
- Did you explore the impact on other family members, carers or close friends? What did you find? How did you support them?
- What other teams or organisations have become involved in this person's care? How does this link to the patient's needs?
- How have you involved the patient (and their carers or family) in planning their own care?
- How did the patient feel about your choice of treatment? Did this influence your final decision?
- Did you use any health promotion strategies? How did you encourage the patient to, for example, stop smoking, lose weight or return to work? How did this fit into the rest of the discussion?
- How did you tailor your health promotion approach to this patient? Were there any differences in health beliefs between you and the patient? How did you address this difference whilst remaining compassionate and non-judgemental?
- How did the patient's values and previous experience of health and illness affect their use of the healthcare system?
- Safeguarding is everyone's responsibility. Were there any safeguarding concerns? How did you elicit whether there was any evidence of abuse, neglect or other forms of harm? What action did you take including any referrals?
- This patient appeared vulnerable. How did you elicit risks of abuse, neglect or other forms of harm? What phrases did you use?
β 13. Community Health & Environmental Sustainability βΌ
- What do you see as your role as a GP β e.g. patient advocate, family practitioner, generalist and gatekeeper? How has this influenced the care provided in this case?
- Can you tell me about the cost of investigation, treatment and/or referral/care here? How did you consider these when making your decisions?
- What local health resources are available that you encouraged the patient to access?
- How have you adjusted the care to fit the resources we have here? Are there any limitations of local healthcare resources that impact on this patient's care?
- You described the care you and this practice have given this patient; how would it be different in a neighbouring area with a different population?
- Tell me about the implications of your treatment, investigations and/or referral on the individual patient and on society.
- How did you balance the needs of this patient against the needs of the whole local patient population β e.g. when making referrals?
- What characteristics of our local community impact on this patient's care (epidemiological, social, economic, ethnic)?
- Were you able to take any proactive steps to tackle health inequalities and improve local resource equity?
- You have prescribed a range of different medications. Tell me more about them β concentrating on their costs and the evidence base. Did you consider the environmental, financial and social impact? (e.g. anti-cholinergic burden, CFC-free inhalers, antimicrobial stewardship)
- Did you follow protocols? Were there times when it was appropriate to use them flexibly, incorporating the patient's preference? Were you aware of the environmental cost of this choice?
- Did you consider environmental as well as evidence-based research in advising lifestyle changes? (e.g. plant-based diet, wider lifestyle medicine, changing epidemiology caused by planetary health)
- Within this episode of care, were you able to demonstrate a small change towards sustainability? Does making a small change matter?
- Did this case make you think of any greater social or healthcare changes we need to consider for our local population?
"On reflection, I would have explored the patient's concerns earlier in the consultation rather than moving straight to management."
"I was concerned about PE β the Wells score was 4, giving a moderate pre-test probability, which is why I arranged same-day D-dimer rather than sending home."
"I checked NICE CKS on hypertension in pregnancy β it confirmed that labetalol is first-line, so I contacted the obstetric team directly."
"The patient's main concern was that this might be cancer. I addressed that directly before discussing the management plan β I didn't want that worry sitting in the room unexplored."
"I told the patient specifically to return urgently if they developed breathlessness or chest pain, and to call 999 if symptoms worsened suddenly β not just 'come back if it gets worse'."
"I looked this up during the consultation because I wasn't confident β the BNF flagged a significant interaction I hadn't considered, which changed my prescribing decision."
- Failing to recognise red flags or rule out serious diagnoses
- Dogmatic or closed reasoning β unable to adjust the plan when new information arrives
- Not acknowledging patient autonomy, or overriding patient wishes without justification
- Poor safety-netting β vague, non-specific, or not documented in the record
- Resistance to feedback or an absence of genuine reflection
- Inability to articulate why a decision was made: "I just did what seemed right"
- Gaps in prescribing safety awareness β interactions, dose errors, monitoring requirements
- Consistently choosing only cases where everything went smoothly
π The Trainer Perspective: What Supervisors Notice
- "Assess now, teach later" is a core principle for supervisors β but it also benefits trainees. If your supervisor starts teaching mid-assessment, the assessment phase gets shortened, you lose time on the capabilities you prepared, and your grades reflect less evidence than you could have provided. If this happens, it is entirely reasonable to gently say: "I'm keen to get back to the assessment if that's okay β we can explore that further in the tutorial afterwards."
- Trainers calibrate constantly. Within the first few minutes of a CbD, an experienced trainer has formed an initial impression of your level. They will then probe specifically to confirm or challenge that impression. The opening moments β how clearly you introduce the case, how confidently you explain your reasoning β set the tone for everything that follows.
- Non-verbal cues matter. Experienced trainers explicitly monitor whether the trainee looks anxious, threatened, or defensive. A good supervisor will pause and check in if you appear distressed. But if you can manage your anxiety, you perform better β and the trainer can focus on assessing you rather than managing your emotional state.
- Trainers genuinely want you to do well. A CbD is not designed to catch you out. It is designed to give you the best possible opportunity to demonstrate your competence. Trainers who conduct these regularly are skilled at asking follow-up questions that open doors rather than close them. Meet them halfway.
- Focusing only on 2β3 Capabilities is better than trying to cover all 13. Trainers consistently say that depth on two or three areas produces more useful evidence β and better grades β than a shallow pass over ten. Resist the temptation to try to prove everything in one session.
π Teaching Exercises for Trainers
These three exercises can be used in tutorials or half-day release sessions to build trainees' CbD skills before β or between β formal assessments.
β Exercise 1 β "Spot the Weak CbD" βΌ
What to do: Provide trainees with two written case write-ups β one strong, one weak. Ask them to identify what is missing from the weak version.
What to look for in the weak version:
- Long narrative with minimal clinical reasoning
- No acknowledgement of uncertainty or alternatives
- Generic reflection ("I learned to communicate better")
- No explicit capability mapping
- Risk and safety-netting absent or superficial
Learning goal: Trainees begin to internalise the difference between describing a case and analysing one. Discussion of why the weak version feels incomplete is often more valuable than the model answer.
β Exercise 2 β "Rewrite the Reflection" βΌ
What to do: Give trainees a generic, surface-level reflection (e.g. "I learned that it is important to involve patients in decisions.") and ask them to rewrite it with genuine analytical depth.
A strong rewrite should:
- Name a specific moment in the consultation where something could have been done differently
- Explain why the trainee made the choice they did at the time
- Identify the emotional or clinical driver behind the decision
- State concretely what the trainee would change and how they would phrase it
Learning goal: Trainees learn the difference between performance and insight. This also helps IMGs who may default to formulaic reflective writing.
β Exercise 3 β "The WHY Ladder Drill" βΌ
What to do: Pick any clinical case from clinic that day. For each management step, drill the trainee with three questions:
- Why did you do that?
- Why not something else?
- What were you worried about?
Tip: Start with an easy case. The simplicity of the case doesn't matter β what matters is whether the trainee can articulate reasoning at each step. Many trainees who struggle with CbDs find this exercise reveals that they know far more than they realise; they simply haven't been taught to verbalise it.
Learning goal: Develops the habit of thinking out loud about clinical reasoning β the core skill that makes or breaks a CbD discussion.
π― Take-Home Points
- The CbD is a structured oral interview assessing your professional judgement through reflection on a case you managed independently.
- In ST1 and ST2: minimum 4 CbDs per year (minimum 2 per 6-monthly ESR period). In ST3: CbDs count toward a minimum of 5 CATs.
- Map each case to 2β3 Capabilities (up to 4). Choose areas that were challenging, not just comfortable ones.
- Share the clinical entry with your supervisor before the assessment. Protected time of 20β30 minutes is needed including feedback.
- The discussion focuses on what you actually did β your real-time reasoning β not an idealised account.
- All 13 GP Curriculum Capabilities should be covered across your WPBA by end of training. Use CbDs to systematically build evidence across the full range.
- Assessors must sign in to FourteenFish. Hospital assessors need to be ST4 or above or SAS grade, and must have met GMC assessor requirements.
- Grades in primary care are measured against the end-of-training standard. Grades below "competent" in early training are normal and expected.
RCGP WPBA: CbD guidance last updated January 2025. CbD question bank originally developed by Dr Ramesh Mehay, Bradford VTS, further updated by the RCGP WPBA Core Group (January 2025). This page is for educational purposes β always verify requirements with the RCGP website.
Hi Ramesh
Just an observation regarding the new cbd trainee template, it seems to include new capabilities which I couldnt find on fourteen fish, such as PLT, and that are not on the question maker for trainers such as PLT, CEPS and CS
Are we in a transition phase with these due to be added to the question maker doc and fourteen fish?