Consultation Observation Tool (COT)
Because the best way to become a brilliant consulter is to watch yourself doing it — ideally before your patients have to watch you learning the hard way.
Downloads
Handouts, marking sheets, consent forms, and teaching resources — ready when you are.
path: COT RESOURCES
- old documents
- confidentiality.pdf
- cot - blank marking sheet - rcgp.docx
- cot - criteria in detail - rcgp.docx
- cot consent form.pdf
- cot consent process.doc
- cot mapping.doc
- cot on 2 sides of A4 for trainers.doc
- ethical guidelines for recording patients on video.doc
- intro to cot by yh deanery.pptx
- video allergy - overcoming it (TEACHING RESOURCE).doc
- video consultation analysis - csa style.doc
- writing COT feedback template for 14Fish.docx
path: SCRIPTS & PHRASES
- phrases for COT consultations.doc
- phrases for eliciting COT criteria.doc
- phrases to help elicit COT performance criteria.doc
- scripts for checking understanding.docx
- scripts for explanation of diagnosis.docx
- scripts for formulating management plan.docx
- scripts for ideas concerns and expectations ICE2.docx
- scripts for ideas concerns expectations ICE.docx
- scripts for psychosocial occupational PSO.docx
Curated Links
A hand-picked mix of official guidance and real-world GP training resources. Because sometimes the best pearls are not hiding in the official documents.
If You Only Read One Section
Everything you need to know about COT in under 60 seconds
What Is the COT — and What Does It Actually Test?
In Plain English
The COT is a structured assessment of a real consultation you have with a real patient. Your trainer (or an approved clinical supervisor) watches — either live or on video — and assesses your performance against a set of criteria that map to the RCGP's professional capabilities.
Think of it as a mirror for your consulting. Not to catch you out — but to show you exactly what you are doing, and where you can grow.
What the COT Is Not
- ❌ Not a pass/fail exam
- ❌ Not purely a communication test
- ❌ Not about seeing a perfectly smooth consultation
- ❌ Not a tick-box exercise to fill your ePortfolio
- ✅ It is a formative developmental tool
- ✅ It is about progressive improvement over time
Why Consultation Skills Matter More Than You Think
Consultation skills are not just about being nice to patients. They directly drive:
Where does COT sit within WPBA?
The COT is one of several WPBA (Workplace Based Assessment) tools within the MRCGP. In primary care placements, it is your main observational assessment. In hospital posts (ST1 and ST2), you use the MiniCEX instead. The COT is described by the RCGP as an "expanded MiniCEX" — it covers the same domains but in the richer, more complex context of general practice. Audio-COTs (for telephone consultations) count towards your COT total.
How Many COTs Do I Need?
| Training Year | Minimum Required | How It Counts | Timing | Who Can Assess |
|---|---|---|---|---|
| ST1 Mix of GP + hospital | 4 total (COTs + MiniCEXs) | In GP placements: 2 COTs per GP post In hospital posts: 2 MiniCEXs per hospital post Combined total = 4 | Spread throughout the year; minimum 2 per 6-monthly ESR | Approved GP Educational Supervisor or approved GP Clinical Supervisor |
| ST2 Mix of GP + hospital | 4 total (COTs + MiniCEXs) | Same structure as ST1: 2 COTs per GP post, 2 MiniCEXs per hospital post | Spread throughout the year; minimum 2 per 6-monthly ESR | Approved GP Educational Supervisor or approved GP Clinical Supervisor |
| ST3 GP placement only | Minimum 6–7 COTs ⚠️ See note below | All COTs (no MiniCEXs in ST3). Includes face-to-face, virtual, and Audio-COTs. Audio-COTs count towards the total. At least 1 Audio-COT must be completed. | Spread across both 6-monthly periods; minimum 3 per ESR period | Approved GP Educational Supervisor or approved GP Clinical Supervisor |
🎧 Audio-COT Requirements
At least one Audio-COT must be completed over the course of training. Telephone consultation competence is expected. Audio-COTs count towards your total COT numbers in each year.
💻 Virtual Consultations
Video consultations (face-to-face but via screen) can also be assessed using the standard COT. These count as face-to-face COTs — not Audio-COTs. Virtual consulting is now a routine part of UK general practice.
📐 Less Than Full Time (LTFT)
LTFT trainees complete the same number of COTs per "training year" — but a training year takes longer in calendar time. Speak to your deanery for your specific requirements. Do not use calendar years as your reference.
Different sources cite either 6 or 7 as the ST3 minimum. The RCGP example on their current website states: "if six face-to-face COTs and one Audio-COT were completed in ST3, this would meet the minimum requirements" — which equals 7 total (6 + 1 Audio). Some deanery guidance and training resources state the minimum as 7. Always verify the current requirement directly at rcgp.org.uk/mrcgp-exams/wpba/COT and confirm with your TPD. The Audio-COT requirement (at least 1 across training) is confirmed regardless.
📱 The Four Types of COT
All four types use the same COT grading criteria and form — except the Audio-COT which has its own separate assessment form.
1. In-person (live)
Trainer sits in during a face-to-face consultation — joint surgery format
2. In-person (recorded)
Video of a face-to-face consultation reviewed retrospectively with the trainer
3. Virtual (live)
Trainer observes a remote/video consultation in real time — uses standard COT form
4. Virtual (recorded)
Recording of a remote consultation reviewed retrospectively — uses standard COT form
The Audio-COT (telephone consultation) uses a separate form and is assessed via dual headset (live) or audio recording. It is a fifth distinct format, not a variant of the four above.
The COT Performance Criteria
The COT assesses your consultation performance across 13 numbered Performance Criteria (PCs), grouped into three domains. Your trainer grades each criterion observed. Understanding what each PC is actually looking for — not just its label — is what separates trainees who improve quickly from those who keep receiving the same vague feedback.
📋 Domain 1 — Data Gathering
Active listening, open questions, avoidance of unnecessary interruptions, and use of non-verbal skills. This is an active competence — the patient volunteering information freely does not automatically demonstrate it. The doctor must be seen to elicit a contribution.
- Open questions used appropriately and timed well
- Patient allowed to complete their opening statement without interruption
- Silence used purposefully — not rushed through
- Open, encouraging body posture throughout
- Non-verbal encouragement visible (nodding, eye contact)
⚡ Exam link: Body language is explicitly noted as evidence for PC1 — it is not just background context.
Responding to verbal and non-verbal signals that lead to deeper understanding. Empathy is assessed here — but only as a response to a specific cue, not as a generic statement. Cue responses can be verbal, non-verbal (a pause, silence), or active (offering a tissue).
- Verbal cues noticed and followed up
- Non-verbal cues (downward gaze, change of tone, pausing) spotted and addressed
- Empathic responses are specific to what was just expressed
- "Fire and Go" or "Stay and Play" approach used appropriately
⚡ Common failure: Registrars focused on the next question miss cues happening right now. Watch recordings on silent first to train non-verbal attention.
Considers occupational, psychological, and social dimensions. The key is using this information — e.g., "How does your back pain affect your work as a delivery driver?" It is not enough to ask the question; the answer must connect back to the clinical encounter.
- Occupation, home life, or social context explored where relevant
- Psychosocial information feeds into explanation and management
- The patient is seen as a person, not just a set of symptoms
Incorporates ICE but goes beyond a cursory ask. ICE is a conversation, not a checkbox. A superficial ICE attempt with no meaningful response to the answer will not satisfy this criterion. The doctor must use what the patient offers in subsequent exploration and explanation.
- Ideas: "What were you thinking this might be?"
- Concerns: "What's your worst fear with these symptoms?"
- Expectations: "What were you hoping I could do today?"
- ICE explored early — not tagged on at the end
- Patient's health beliefs feed directly into the explanation (PC8)
🔴 Without strong PC4, PC8 (explanation) cannot reach "Excellent". The two are linked.
The medical safety criterion. This is about focused, hypothesis-driven questioning — not an exhaustive history. It can occur at any point in the consultation. Closed questions are appropriate here. The standard is: history-taking compatible with safety, given the epidemiological realities of general practice.
- Red flags actively screened for (and verbalised)
- Questions are purposeful — each one tests a hypothesis
- Does not rely on overly long, systematic histories
- Can be done in parallel with examination or explanation
The competence is in the choice of examination, not just its technical execution. Mental state examination counts here. Intimate examinations must not be recorded.
- Examination directly linked to the working hypothesis
- Choice of examination is justified (verbally or evidently logical)
- Mental state assessment counts as examination
- No unnecessary examination performed
🩺 Domain 2 — Clinical Management
There must be evidence on the recording of a working diagnosis or hypothesis. Where a definitive diagnosis cannot be made, discussion of what has been excluded matters. Hedging indefinitely reads as indecision — name your most likely diagnosis.
- Working diagnosis stated explicitly — not assumed
- Differential acknowledged where relevant
- What has been excluded is explained to the patient
- Uncertainty is managed openly, not avoided
Quality matters here — not length. The highest-scoring registrars incorporate the patient's own health beliefs from PC4 back into the explanation. The explanation must be relevant, understandable, and tailored to this patient.
- Explanation starts from the patient's existing understanding
- Jargon-free or jargon explained
- Patient's specific concerns addressed directly
- Reassurance is credible — built on evidence, not assertion
💡 Before explaining, ask: "Tell me what you do know — I can fill in the gaps." This avoids talking over existing (possibly inaccurate) understanding.
A cursory "Is that OK?" or patient nodding is insufficient. This requires active, genuine checking — eliciting the patient's understanding in their own words.
- Comprehension actively checked — not just assumed
- Avoid closed questions: "Is that clear?" generates a nod, not evidence
- Powerful frame: "Your partner will probably ask what the doctor said — what are you going to tell them?"
- Directly relevant to safety-netting and medication compliance
Must represent current, safe, accepted medical practice. Local guidelines and resource availability are acknowledged. Management does not have to match the assessor's exact preference — it must be safe and justifiable.
- Plan is evidence-based and appropriate for GP
- Local context and resources considered
- No unsafe prescribing, investigations, or referrals
- GP-level management demonstrated before defaulting to referral
Shared decision-making. Not all patients want to be involved (at least a third decline), and not all have capacity. The registrar is rewarded for establishing the conditions for SDM — acknowledging the patient's role, the evidence base, and the patient's values — without necessarily reaching a final decision within the consultation.
- Options presented (briefly) with benefits and trade-offs
- Patient's preferences genuinely explored
- Appropriate when patient declines — their choice is respected
- SDM must feel genuine, not performative: "Is that OK?" alone fails this
⏱️ Domain 3 — Effective Consultation
Time management is the primary focus. Was the consultation completed appropriately within the allotted time? Signposting, summarising, sequencing, and structuring are key techniques. Also covers appropriate use of referrals, investigations, and follow-up.
- Consultation has a discernible structure and shape
- Transitions are signposted — not abrupt
- Keeps within 10–15 minutes without sacrificing quality
- Investigations and referrals used proportionately
- NHS resources used mindfully
⚡ Direct SCA link: Data gathering substantially complete by ~6 minutes, leaving adequate time for management — this habit must be built through COT feedback, not discovered in the exam.
Frequently missed despite being straightforward. Any reference to returning counts — but safety-netting with specific triggers and timeframes scores highest. This criterion is the formal home of safety-netting.
- Follow-up timeframe stated explicitly
- Specific red flags named — not vague "if worse"
- Clear escalation route given (come back / call 111 / call 999)
- Review with nurse, phone call, or specific test mentioned where appropriate
| PC | One-line summary | Domain | SCA mapping |
|---|---|---|---|
| PC1 | Encourages contribution — open Qs, silence, body language | Data Gathering | Relating to Others |
| PC2 | Responds to verbal + non-verbal cues; empathy to specific signals | Data Gathering | Relating to Others |
| PC3 | Places complaint in psychosocial context — uses that info | Data Gathering | Data Gathering & Diagnosis |
| PC4 | Explores ICE — genuinely, early, and feeds it back into care | Data Gathering | Relating to Others |
| PC5 | Medical safety — focused hypothesis-driven history for red flags | Data Gathering | Data Gathering & Diagnosis |
| PC6 | Examination chosen to confirm/disprove hypothesis | Data Gathering | Data Gathering & Diagnosis |
| PC7 | States working diagnosis — commits, doesn't just hedge | Clinical Management | Clinical Management |
| PC8 | Clear, tailored explanation — starts from patient's understanding | Clinical Management | Relating to Others |
| PC9 | Active comprehension check — elicits understanding in patient's own words | Clinical Management | Relating to Others |
| PC10 | Safe, justifiable, evidence-based management plan | Clinical Management | Clinical Management |
| PC11 | Shared decision-making — conditions created, not just a nod | Clinical Management | Clinical Management |
| PC12 | Time and resources used effectively; signposted structure | Effective Consultation | Clinical Management |
| PC13 | Specific follow-up with triggers, timeframe, and escalation route | Effective Consultation | Clinical Management |
💡 What "Not Observed" Actually Means
If your trainer marks a criterion as "Not Observed" — that is not a failure. It simply means that particular criterion did not come up in that consultation. A quick triage call might not generate evidence for "Relating to the Patient" in depth. A simple prescription renewal might not generate "Anticipatory Care." This is why doing a range of consultation types over time matters — so each criterion is eventually observed across your portfolio.
Start-Up Scripts — Phrases for Every PC
Knowing what the 13 performance criteria assess is one thing. Knowing exactly what to say to satisfy them in the consultation is another. This section gives you natural, GP-realistic phrases for each PC — ready to use in COTs and directly transferable to the SCA.
PC1 — Encouraging the Patient's Contribution (open questions, active listening, silence)
The aim is to elicit the patient's story in full before narrowing down. Use open questions and resist the urge to interrupt. The consultation begins the moment they walk in.
- "How can I help you today?"
- "What's brought you in to see me?"
- "Tell me what's been going on."
- "What would you like to talk about today?"
- "Tell me a bit more about that."
- "Go on — I'm listening."
- "What else has been happening?"
- "How has it been affecting you?" (nudges toward psychosocial context)
- "Just tell me a bit more about what's been happening." (opens the richest cues)
- "Is there anything else you wanted to mention today?"
- "I want to make sure I understand the full picture."
After an open question — pause. Count to three silently if needed. The patient will often fill the silence with what they were actually most worried about. Active silence is a consultation skill, not a gap.
PC2 — Responding to Cues (verbal and non-verbal signals)
Empathy here is specifically a response to a cue — not a generic phrase dropped in. Name what you noticed. The cue must be acknowledged before moving on.
- "You seem worried about this — can you tell me more?"
- "I noticed you hesitated there — is there something else on your mind?"
- "You mentioned that quite quietly — is it something you find difficult to talk about?"
- "That sounds like it's been on your mind for a while."
- "That sounds really difficult."
- "I can understand why that would worry you."
- "It makes complete sense that you're concerned."
- "That must have been frightening."
- "It sounds like this has been taking its toll."
- "I want to come back to something you said earlier — you mentioned [X]. Tell me more about that."
- "Earlier you said [X] — I didn't want to lose that. Can we talk about it now?"
- "I noticed when you mentioned [X], things seemed to shift a bit — what's that about?"
- "Take your time — there's no rush."
- "I can see this is really hard for you."
- "It's okay to feel like this." (then pause)
PC3 — Placing the Complaint in Psychosocial Context (occupational, psychological, social)
The key is using what the patient tells you — connecting their context back to the clinical encounter. Asking the question is not enough; the answer must shape what you do next.
- "How has this been affecting your day-to-day life?"
- "What impact has this had on your work?"
- "How has this affected your home life and the people around you?"
- "What can't you do at the moment because of this?"
- "What do you do for work? Has this been getting in the way?"
- "How does your back pain affect your work as a [X]?"
- "Are you worried about taking time off?"
- "Is there any pressure at work that's adding to this?"
- "How are things at home at the moment — in general?"
- "Is there anyone at home supporting you with this?"
- "How has this been affecting your mood and sleep?"
- "What's your life like outside of this problem?"
PC4 — Exploring the Patient's Health Understanding (ICE)
ICE must be genuine and early — not a box-ticking exercise at the end. The patient's answers must feed back into your explanation and management. Without strong PC4, PC8 (explanation) cannot reach Excellent.
- "What were you thinking this might be?"
- "Did you have any thoughts about what might be causing it?"
- "Has anything like this happened before — do you have a sense of what it could be?"
- "What have you read or heard about this?"
- "What's your biggest worry about this?"
- "What's your worst fear with these symptoms?"
- "Is there something specific you were worried it might be?"
- "Was there anything that was particularly worrying you when you made this appointment?"
- "What were you hoping I could do for you today?"
- "What would feel most helpful to you?"
- "Is there something specific you were hoping to get from today?"
- "What outcome would feel like a good result for you?"
- "Often patients Google things before they come — did you find anything that worried you?"
- "I've seen several patients recently who were worried [X] — is that on your mind at all?"
- "You mentioned your partner — was there anything they were particularly concerned about?"
PC5 — Obtaining Sufficient Information to Include or Exclude Relevant Conditions (safety)
This is the medical safety criterion. Hypothesis-driven, targeted questioning — not a systematic catalogue. Name what you're checking for. Closed questions are appropriate here.
- "I want to ask a few specific questions to make sure we're not missing anything important."
- "The reason I'm asking about [X] is that I want to check whether..."
- "I'd like to ask about a few things that would change how I approach this."
- "Have you noticed any blood [in your stools / urine / when you cough]?"
- "Any unintentional weight loss recently?"
- "Any chest pain, palpitations, or breathlessness?"
- "Any weakness, numbness, or problems with your vision?"
- "Has anything like this woken you up in the night?"
- "Just a few quick ones — any [X], [Y], or [Z]?" (batching closed questions)
- "Is there any family history of [X] that might be relevant?"
- "Any medications that could be affecting this?"
PC6 — Examination Chosen to Confirm or Disprove Hypotheses
The competence is in the choice of examination — explain why you are examining what you are examining. Mental state examination counts. Intimate examinations must not be recorded.
- "I'd like to examine you now if that's alright — I'll explain what I'm looking for as I go."
- "Based on what you've told me, I'd like to have a look at [X] — is that okay?"
- "I want to examine your [chest / tummy / joints] — that will help me confirm what I'm thinking."
- "I'm feeling for any tender spots — the area of pain in musculoskeletal problems is usually quite localised."
- "Your chest sounds clear — that's reassuring."
- "I'm checking your blood pressure in both arms — just to be thorough."
- "Everything looks normal here — that's actually helpful information."
PC7 — Making a Clinically Appropriate Working Diagnosis
Commit to a diagnosis — say it out loud. Hedging indefinitely scores poorly. Safe uncertainty means naming the most likely diagnosis while acknowledging what you'd watch for.
- "At this stage, what I think is most likely is X — and here's why that fits."
- "From what you've told me and what I've found, this fits most with X."
- "The picture you're describing — together with the examination — points towards X."
- "I think this is X. The features I'd expect with something more serious simply aren't there."
- "I want to be honest — at this stage I can't be completely certain, but my best thinking is X."
- "There are a couple of possibilities here. The most likely is X, but I want to keep an eye on it."
- "Sometimes it's not possible to be certain this early. Here's what I'd suggest to help us find out."
- "I don't want to give you a diagnosis I'm not confident about — but I can tell you what I've ruled out."
PC8 — Explaining the Problem or Diagnosis in Appropriate Language
Start from the patient's existing understanding, not your own. Incorporate what they told you in PC4. Quality matters here — not length. See also: Explanations Through Metaphor for creative approaches.
- "Tell me what you do know about this — no matter how little. I can fill in the gaps."
- "Before I explain, what have you already heard about this condition?"
- "You mentioned you'd looked this up — what did you find? Let me build on that."
- "Let me explain what I think is going on."
- "I want to explain this clearly so it makes sense to you."
- "From what you've told me and what I've found, this fits with..."
- "The way I'd explain this is..."
- "The reassuring thing is that the features I'd expect with something like [feared condition] simply aren't here."
- "When I examined you, everything pointed away from anything serious."
- "What you're describing fits very well with [X] — and the good news is that..."
- "You mentioned you were worried it might be [X] — let me address that specifically."
- "I know you were concerned about [X]. Here's what I want you to know about that."
- "Given what you said about [X], I want to explain this in a way that directly addresses that concern."
PC9 — Achieving Shared Understanding and Checking Comprehension
A nod or "yes" is not comprehension. Elicit the patient's understanding in their own words. Avoid closed questions — they generate single-word responses, not evidence of understanding.
- "We've covered quite a bit today — can you tell me in your own words what you'll be taking away from this?"
- "Just so I know I've explained it clearly — what's your understanding of what's going on?"
- "Your partner will probably ask what the doctor said — what are you going to tell them?" (social frame technique)
- "What do you understand about [the treatment / the condition] so far?"
- "Does that make sense so far?"
- "I want to check I'm explaining this clearly — how are you finding it?"
- "Before I go on — is there anything you'd like me to explain differently?"
- "Does that all make sense?"
- "Do you feel happy with the plan we've agreed?"
- "Is there anything I've said that you'd like me to go through again?"
- "Any questions before you go?"
PC10 — Management Plan Appropriate for Working Diagnosis
Demonstrate GP-level management before defaulting to referral. The plan must be safe, evidence-based, and justified. Explain your reasoning — don't just announce a plan.
- "In terms of what I'd suggest we do next..."
- "Based on what we've discussed, here's what I think is the best approach."
- "The evidence for [X] is quite strong, so that would be my first recommendation."
- "For something like this, the usual first step is [X] — and here's why."
- "I'd like to prescribe [X] — let me explain how it works and what to expect."
- "The main side effects to be aware of are [X] — most people don't experience them, but I want you to know."
- "I want to check — is there anything you've had a bad reaction to in the past?"
- "I think this would benefit from a specialist opinion — here's why."
- "I'd like to refer you to [X] because [specific reason]."
- "I want to be clear — I'm referring you as a precaution, not because I'm concerned about anything serious."
PC11 — Patient Involvement in Significant Management Decisions (shared decision-making)
Genuine SDM — not tokenistic. Spin each option briefly with benefits and trade-offs. If the patient buys in after one option, SDM is achieved. Not all patients want full involvement — establishing the conditions for SDM is what is assessed.
- "I'd like us to decide together what to do next — is that okay?"
- "There are a couple of options here — let me talk you through them and we can decide together."
- "What matters most to you in how we manage this?"
- "What are your thoughts on that approach?"
- "Option one would be [X] — what that involves is [brief description]. The main benefit is [X]; the main downside is [Y]. What are your thoughts?"
- "We could also consider [X] — that would mean [brief description]. Some people prefer this because [reason]."
- "Is there anything that would make one option better than the other for you?"
- "I understand — and if you want my recommendation, I'd suggest [X], and here's why."
- "You're happy for me to decide? That's fine — and I'll explain my thinking so you know what we're doing."
- "I'd suggest [X] — but please let me know if anything I've said doesn't sit right with you."
PC12 — Making Effective Use of Resources (time management, structure)
Structure the consultation visibly. Signpost transitions. Keep within time by being hypothesis-driven — not systematic. The goal is an efficient patient-centred consultation, not a rushed one.
- "I'd like to ask a few more questions, then I'll examine you."
- "I'm going to move on to the examination now."
- "Right — I have a clearer picture now. Let me explain what I'm thinking."
- "So in terms of what we do next..."
- "Before I examine you — just to make sure I've understood correctly..." (brief, targeted, ≤30 seconds)
- "So just to summarise what I've heard so far — [brief recap integrating their priorities]. Is that about right?"
- (Then stop and wait for the "yes set" before moving on)
- "We've got a few things to cover — which would you like to focus on most today?"
- "I want to make sure we use our time well — I think the most important thing to deal with today is [X]."
- "We might need another appointment to cover [X] properly — is that okay?"
PC13 — Specifying Conditions and Interval for Follow-Up (safety-netting)
Specific symptom + timeframe + escalation route. "Come back if worse" is not safety-netting. This criterion is often failed despite being the simplest to satisfy. Do it before supplementary information — not as an afterthought at the very end.
- "If things don't improve in the next [X days / weeks], I'd like you to come back."
- "If you notice [specific symptom], please don't wait — call 111 or go straight to A&E."
- "The things I'd want you to watch out for are [X], [Y], or [Z]. If any of those happen, please come back sooner."
- "If the pain becomes severe, spreads to your arm or jaw, or you feel sweaty or breathless — call 999 immediately."
- "I'd like to see you again in [X weeks] to see how things are going."
- "Let's check your blood pressure with the nurse in a month."
- "I'll arrange a blood test for [date] and we can review the results together."
- "Come back if you're worried at any point — that's what we're here for."
Recommended sequence: Explanation → Management → Safety-net → Any additional resources → Close. By doing safety-netting before supplementary information sharing, it is always embedded within the consultation time regardless of what else runs over.
How COT Performance Is Graded
Each criterion is graded independently. There is no single overall "pass mark." The picture builds across all your COTs over time.
The criterion was either not observed or not applicable in this consultation. Not a failure — just a gap in what was visible.
The skill was present, but not yet at the level expected for a safe, independent GP. Development is needed in this area.
Performance at the expected level for stage of training. This is the target level. Competent is good — not a criticism.
Performance clearly above what is expected for stage of training. Genuine strength demonstrated here. Something to build on.
📈 What to do with NFD feedback
An NFD grade is a gift. It tells you exactly where to focus your development. Agree a specific action plan with your trainer. Then, in the next COT, revisit that criterion deliberately — choose a case where you'll have the opportunity to demonstrate it.
🤔 What if most things are "IE"?
This usually means the case was too simple — a quick prescription check, a triage call for a minor issue. Simple consultations are not designed to generate IE grades as a problem, but repeatedly choosing simple cases means your trainer has nothing to assess and you have little to learn.
In addition to grading each criterion, the assessor makes a global safety judgement at the end of every COT regarding the overall safety of the consultation. If a consultation raises serious patient safety concerns, this must be addressed regardless of how individual criteria are graded. A consultation where the individual PC grades are all "Competent" but a significant patient safety concern was not addressed can still result in a safeguarding or safety conversation. This is not common — but it is important to know it exists.
Trainees frequently receive feedback along the lines of "the consultation was safe, but you need to show more decisiveness" or "safe, but the reasoning wasn't clear." This is one of the most frustrating feedback patterns — because the trainee feels they did the right thing clinically, yet the grade doesn't reflect it.
The distinction matters: safety is the floor — the minimum standard that protects the patient. Competence requires more. It requires that your clinical thinking is visible, your management plan is clearly justified, and your uncertainty is handled explicitly rather than quietly side-stepped.
The most common reason for this pattern is not committing to a working diagnosis. Trainees who hedge indefinitely — saying "it could be a number of things" without ever committing to a most likely diagnosis — come across as indecisive, even when clinically correct. The skill is to name your best working hypothesis while explicitly acknowledging what you'd watch for:
"At this stage, this is most likely X — and the reassuring thing is that the features I'd expect with something more serious aren't here. If things change, particularly if you notice A, B or C, I'd want to know straight away."
The COT Process
Video COT
Your timetable should have one designated video surgery per week. Slots are typically 20 minutes. Your practice manager sets up the system — confirm it is in place and that patients are informed in advance.
Consent is required before and after the consultation. Use the consent form in your downloads. Explain the recording is for your training only and will be viewed by your trainer.
Switch the camera on and consult normally (easier said than done the first time — but it gets easier). After your surgery, watch your recordings. Select 1–2 consultations that are genuinely challenging.
Sit with your trainer and watch the video together. Your trainer will mark the COT sheet as you go — sometimes stopping to discuss key moments. You may also be asked to self-mark. This is valuable — it tests your self-awareness.
Structured feedback follows — strengths, areas for development, and agreed actions. The focus is always on what to do next time.
Your trainer logs the COT assessment on your FourteenFish ePortfolio — grades, capability evidence, and agreed actions. They will need a FourteenFish account (free) to do this.
After the tutorial, delete the consultation recordings to protect patient confidentiality. Never leave patient video data sitting indefinitely on a device.
Live Observed COT
Agree a time when your trainer will sit in on your consultations. Inform patients in advance that a supervising doctor will be present — most are accepting of this.
Your trainer sits in the room and observes silently. They should not intervene unless patient safety is at risk. Focus on the patient — not on your trainer behind you.
After the surgery, decide together which consultation to formally assess. Either trainee or trainer can nominate — a mix of both approaches is ideal over time.
Discuss the consultation. Trainer completes the COT form and provides structured feedback. No video to rewind — so recall may be less precise, which is one of the limitations of live observation.
Same as video — trainer logs grades and agreed actions on the FourteenFish ePortfolio.
⏱ Timing Guide
Which Cases Should You Choose?
Option A: Drive around the block for 5 minutes (easy — proves almost nothing)
Option B: Drive country lanes at 1am when no other cars are around (easy — irrelevant conditions)
Option C: Drive to the next town in daylight, on the motorway, with normal traffic
Option C wins — not because it's the hardest possible test, but because it's real, proportionate, and demonstrates the skills that actually matter. Your COT cases should work the same way.
What Makes a Good COT Case?
✅ Cases to choose
- Medically complex — multimorbidity, multiple active problems, diagnostic uncertainty
- Psychologically complex — mental health, distress, health anxiety, motivational issues
- Socially complex — social isolation, housing issues, safeguarding concerns, vulnerable patients
- Ethically complex — capacity questions, confidentiality issues, conflicting priorities
- Difficult doctor-patient interactions — anger, demands, distress, disagreement
- Undifferentiated presentations — where the diagnosis is not obvious from the outset
❌ Cases to avoid (or at least not over-use)
- Routine medication reviews with no complexity
- Repeat prescription consultations that are entirely routine
- Simple acute presentations with an obvious diagnosis and straightforward management
- Consultations where you barely spoke to the patient
- Triage calls that lasted 2 minutes and resolved immediately
The Counter-Intuitive Truth About Difficult Consultations
Many trainees avoid showing their trainer a consultation that went badly — the angry patient, the consultation that felt chaotic, the one where the patient didn't agree with the plan. This is exactly backwards. A consultation that went imperfectly is often where the most learning happens. Show your trainer the consultation you felt least confident about. They'll find far more to teach you — and far more to praise you for — than in a consultation that ran smoothly from start to finish.
Quick Selection Checklist
Before choosing a consultation for COT, ask yourself:
🗂️ The 9 Clinical Experience Groups — covering them all matters
The RCGP expects your COTs to span the 9 Clinical Experience Groups (CEGs) across training. Use a COT mapping sheet (available in downloads) to track coverage and identify gaps. If your COTs are clustering around one or two groups, that is a signal to diversify.
- A child aged 10 or under
- An older adult aged over 75 years
- A patient with mental health needs
💡 The Same Condition Can Be High or Low Challenge
Eczema in a patient with no impact on life = low challenge. Eczema in a nurse who is embarrassed in front of patients, has never heard of the condition, and thinks it might be infectious = high challenge. The same diagnosis generates entirely different COT evidence depending on the story. When selecting cases, ask: Does this consultation require significant explaining, negotiating, and exploring? Is there real psychosocial impact? If yes — it is worth submitting.
Video Recording vs Live Observation — What's the Difference?
Both methods are valid — and a mix of both is recommended. But if you could only choose one, video recording has the edge for deep learning. Here's why.
| Feature | 📹 Video Recording | 👁 Live Observation |
|---|---|---|
| Trainee can see themselves | ✔ Yes — transformative for self-awareness | ✘ No — you can't step outside your own body |
| Can rewind and re-examine | ✔ Yes — exact moments can be reviewed | ✘ No — relies on memory and notes |
| Hawthorne Effect risk | ✔ Lower — camera fades into background quickly | ✘ Higher — trainer's presence changes behaviour |
| Represents everyday performance | ✘ Risk of cherry-picking — trainee selects | ✔ Better — trainer sees what actually happens daily |
| Reflection depth | ✔ Higher — seeing is believing | ◑ Moderate — relies on recall |
| Consultation authenticity | ◑ Good — patients habituate to camera quickly | ◑ Variable — some patients perform for trainer |
| Practical setup | ◑ Needs consent process & recording equipment | ✔ Simpler — trainer just walks in |
🧠 The Hawthorne Effect Explained
The Hawthorne Effect is when people change their behaviour simply because they know they're being watched. In live observation, having a real human sitting in the corner is a powerful cue. Some trainees freeze. Others perform brilliantly for the occasion — but don't consult that way the rest of the time. Neither response gives your trainer an accurate picture. A camera in the corner is quickly forgotten. The patient stops noticing it. You stop noticing it. And what the trainer sees is closer to what you actually do every day.
💡 The Case for a Mix
The ideal approach is predominantly video, with some live observation. Video gives depth of reflection. Live observation keeps things honest — your trainer sees consultations you didn't choose, which shows your baseline performance rather than your best performance. Between the two, your trainer gets a fuller, fairer picture of where you really are.
The Audio-COT
The Audio-COT is the telephone equivalent of the standard COT. It uses the same methodology and grading system — but adapted for a telephone or audio-based consultation.
Telephone consulting is now a core part of UK general practice — not an add-on. The Audio-COT reflects this reality. You are expected to demonstrate competence in telephone consulting alongside face-to-face consulting.
What's Different About Audio-COTs?
- Assessed during telephone or audio-only consultations
- Trainer listens via a dual headset or via a recording
- Some criteria (e.g., physical examination) will be marked "Not Observed" — this is expected
- Patient must consent to the call being listened to or recorded
- Can be done in in-hours or Out of Hours / urgent care settings
- Both triage calls and full telephone consultations are valid
Consent, Confidentiality & Data Security
🔴 Absolute Rules
- Never leave your recording device unattended in your consulting room
- Never leave it in an unlocked drawer or on a desk overnight
- Never leave it in your pigeonhole or communal area
- Delete old videos regularly — minimise stored patient data
- Wipe all recordings at the end of your post before returning the device
- Never share recordings with anyone not involved in your training
✅ Consent Process — full requirements
- Patients must be informed before the appointment — reception notices and waiting room leaflets help normalise the process
- A valid signed consent form is required for each individual recording
- Consent must be confirmed again after the consultation — patients have the right to withdraw at this stage
- Patients have the right to decline — this must be respected without question; move them to another slot
- For children: signed parental or guardian consent is required
- Special care where there are competency issues or language barriers — consider an interpreter
- For Audio-COT: informed consent must be sought at the beginning of the call and confirmed at the end
- Intimate examinations must not be recorded — this is an absolute rule
- Use the official RCGP consent forms (available in your downloads above)
📋 Data Security — GDPR obligations
- Check with your practice manager that the system is set up correctly
- Your practice will provide recording equipment — confirm this early in your post
- Recordings must be stored with the same level of security as any other patient record — GDPR applies
- Never save recordings to personal cloud storage or personal hard drives
- It is never acceptable to record on a personal device unless using specifically approved applications that instantly transmit and delete
- Declining patients should simply be moved to another slot — no explanation required from them
- For virtual consultations: screen recording may be used if technically feasible and approved
Common Trainee Pitfalls with COT
- 🎬 Choosing easy cases to look good Simple consultations generate almost no assessable evidence. You end up with a sheet full of "Insufficient Evidence" grades, your trainer has nothing to teach you, and you've learned nothing. Pick the difficult ones — even when it's scary.
- ⏰ Leaving COTs to the end of the post Cramming six COTs into the last two weeks is both stressful and educationally shallow. Your trainer can't provide meaningful longitudinal feedback. Schedule COTs from week two of every GP post. Put them in the diary as recurring appointments.
- 📊 Focusing on numbers, not learning "I need to get to 12 COTs" is the wrong goal. The right goal is: "I want my consultation skills to genuinely improve." Two deeply explored COTs are worth more than ten rushed ones. Your trainer has limited time — use it for depth.
- 🤫 Not exploring ICE in the video The single most commonly missed criterion in trainee COTs. Trainees gather a clinical history efficiently — but forget to ask what the patient was worried about, or what they were hoping for. ICE is not a box-ticking exercise; it changes the management plan.
- 🔚 Forgetting to safety-net explicitly "If it gets worse, come back" is not safety-netting — it's a vague hope. Good safety-netting names the specific red flags to watch for, the timeframe, and the action to take. It should be said out loud, clearly, before the consultation ends.
- 🗣 Dominating the consultation Trainees often compensate for anxiety by talking more. The result is a consultation where the doctor talks 70% of the time. Watch for this on your own videos. Silence, well-placed, is not emptiness — it's an invitation for the patient to say what they're really thinking.
- 🔬 Treating COT as a knowledge test COT is not about having the right diagnosis or the correct management plan alone. A trainee who gets the diagnosis right but has the patient in tears at the end of a consultation is not performing well. The COT assesses how you reach decisions with the patient, not just whether your decisions are clinically correct.
- 📱 Forgetting to check understanding before closing "Does that all make sense?" at the end of a consultation is one of the highest-value phrases in GP. Trainees who close abruptly — without checking patient understanding or asking if there are any other concerns — lose easy marks in both COT and SCA.
- 🌐 IMGs: underestimating communication nuance For international medical graduates, the clinical knowledge is usually strong. The area that most commonly needs development in COT is the softer side: the empathic response, the management of silence, the acknowledgement of the emotional content before moving to the clinical content. These are learnable — but they require deliberate attention.
- 🪣 "Data hoarding" — gathering without direction This is one of the most commonly identified consultation errors in COT feedback. The trainee asks question after question, covering every possible angle — but without a clear hypothesis driving the enquiry. To the observer it looks thorough; in practice it signals that the trainee has no working differential and is hoping something will emerge. The fix is to practise hypothesis-driven questioning: before each question, ask yourself internally, "What am I trying to rule in or out?" Then let that answer shape what you ask — and, critically, say it out loud: "I want to ask a few specific questions to check whether this could be..." That one habit transforms how your data gathering is perceived.
- 🙊 Thinking clearly but saying nothing — invisible clinical reasoning A trainee can reach the correct diagnosis and formulate an excellent management plan entirely in their head — and still receive an NFD grade for Decision-Making. If your reasoning is not externalised, your trainer cannot assess it. They can only mark what they see and hear. This is not a COT quirk; it reflects real GP practice, where making your thinking visible matters for patient safety, team communication, and medico-legal protection. The solution is deceptively simple: narrate one key reasoning step per consultation. "The reason I'm asking about your travel history is that I want to rule out..." or "At this stage, what I'm most concerned about is..." — a single sentence is enough to show the examiner that structured thinking is happening behind the questions.
- ↗️ Over-referral — reaching for secondary care when GP-level management would score higher Defaulting to referral or investigation as a first response — rather than demonstrating what a GP can assess, manage, and explain independently — is a pattern that consistently limits COT grades. It suggests a lack of confidence in primary care decision-making, even when the clinical knowledge is present. Referral is sometimes the right answer. But in COT, the assessor wants to see that you have considered and applied GP-level management first. Ask yourself: "What can I safely and appropriately manage here before deciding whether referral is needed?" Demonstrating that reasoning — even when referral is ultimately the right outcome — scores well.
💡 The Note-to-Self Rule
After watching any COT video, before your trainer gives any feedback, write down three things: (1) what you think you did well, (2) what you would do differently, and (3) one specific thing you want to change in your next consultation. This isn't just good educational practice — it's exactly the kind of reflective insight that will serve you in your SCA exam, in your CbDs, and in your Learning Log.
COT as SCA Preparation — A Powerful Connection
The SCA (Simulated Consultation Assessment) is the MRCGP exam that tests your consulting abilities in simulated GP consultations. The COT is your real-life consultation practice. These two things are not separate — they are deeply connected. Done well, every COT is SCA preparation.
The COT → SCA Bridge
The SCA tests the same skills the COT develops. They share the same foundation.
The SCA assesses data gathering, clinical management, and interpersonal skills — the exact same domains as the COT. A trainee who has deeply explored these domains in real consultations has a significant advantage in the simulated ones.
Consultation skills become automatic through repetition. The trainee who explores ICE in every COT will automatically explore ICE in the SCA — without having to think about it. The SCA rewards instinct, not effort. COT builds that instinct.
COT tutorials often involve discussing how you phrased things — and finding better phrases. Over time, your language becomes more natural, more empathic, and more effective. That language transfers directly into the SCA.
The discomfort of watching yourself on video, or consulting while being observed, is mild compared to the SCA. But it builds the same skill: performing authentically under scrutiny. Regular COTs normalise being watched.
SCA cases are time-limited. COT consultations in real GP have time pressure too. Learning to structure a consultation that covers the essential domains — ICE, safety-netting, shared decision-making — without running over time is a core skill in both.
COT feedback tells you precisely what you do and don't do well. This is more targeted than any SCA revision guide. If your trainer consistently grades "Relating to the Patient" as NFD, you know exactly what to work on before the SCA.
How to Get the Most SCA Value from Your COTs
🗣 Focus on Language — Out Loud
Ask your trainer: "How would you have phrased that?" Practice saying it their way. Then practice again on your own. The SCA rewards natural-sounding consultation language — not scripted phrases. COT tutorials are where you develop yours.
🎭 Practice the Difficult Moments
The SCA is famous for testing how candidates handle challenging scenarios: the angry patient, the tearful patient, the patient who refuses treatment. Your COTs are the training ground for these. Seek out these consultations — don't avoid them.
📋 Use SCA Domains in Your COT Reflection
After each COT, ask yourself: how did I do on data gathering? On clinical management? On interpersonal skills? These are the three SCA domains. Reflecting on your real consultations through this lens makes your SCA preparation concrete and personal.
🔍 Watch Back With SCA Eyes
When watching your video, ask: "Would an SCA examiner be satisfied with that ICE exploration? With that safety-net? With how I checked understanding?" You can essentially self-assess your own SCA performance every week in your video surgeries — for free.
🔗 How COT Performance Criteria Map to SCA Domains
Mastering the COT criteria is synonymous with mastering the SCA domains. They are not separate frameworks — they describe the same consultation skills from two angles.
| COT Performance Criteria | SCA Domain |
|---|---|
| PC1–PC5 (data gathering, ICE, cues, clinical safety) | 📋 Data Gathering and Diagnosis |
| PC6–PC10, PC12–PC13 (examination, diagnosis, management, plan, time, safety-net) | 🩺 Clinical Management and Medical Complexity |
| PC1–PC4, PC8–PC9, PC11 (contribution, cues, psychosocial, ICE, explanation, checking, SDM) | 🤝 Relating to Others |
📅 Strategic Use of COTs Throughout Training
COT feedback should shift in focus as training progresses. If you are in ST3 and still receiving NFD for PC1–PC4 consistently, something has not been addressed earlier. Use this table to calibrate your priorities.
| Training Stage | COT Focus | Strategic Priority |
|---|---|---|
| ST1 Primary care placement | PC1–PC4: patient-centredness, ICE, cue-handling, psychosocial context | Establish patient-centred consulting habits from the very start. Hospital-trained reflexes (systematic history, rapid diagnosis) need deliberate recalibration here. |
| ST2 Primary care placement | PC5–PC9: clinical reasoning, examination, diagnosis, explanation, checking understanding | Integrate clinical knowledge with consultation skill. The aim is to consult more efficiently while maintaining patient-centredness — reducing consultation length without sacrificing quality. |
| Early ST3 GP post | PC10–PC13: management, shared decision-making, safety-netting, time management | Build exam-ready consultation structure. Joint surgeries in this phase build direct resilience to the SCA "trainer in the room" dynamic. |
| Late ST3 GP post — SCA window | Full breadth; complex cases; Audio-COTs; direct SCA simulation | Building evidence across all capabilities. Every COT is now direct SCA preparation. Choose maximally complex cases. Include telephone consultations for Audio-COT SCA stations. |
🗣️ The Visibility Principle — the single most important COT insight
"Don't just be a good doctor — be a visible one."
In both COT and SCA, your assessor can only mark what they observe. Excellent clinical thinking that stays entirely inside your head scores nothing. This is not about performing for the camera — it is about making your consultation process legible to another clinician.
⚡ THE GOLDEN RULE
If it is not said → it is not marked.
This applies to:
Name your working hypothesis
Say which features you are checking for
Explain your reasoning for the plan
Speak it explicitly — don't just carry it silently
📊 Where Clinical Knowledge Meets Consultation Performance
COT does not test knowledge recall — that is what the AKT is for. But COT does test whether you can apply clinical knowledge in real-time consultation. This is where the two intersect, and where trainees sometimes fall through the gap.
| Clinical area | Common AKT pattern | How it shows up in COT | COT impact if mishandled |
|---|---|---|---|
| Clinical guidelines | Knowing the guideline in the abstract | Not applying it to the specific patient in front of you, or not explaining the guideline reasoning to the patient | Vague or unjustified management plan |
| Diagnostic thresholds | Can recall threshold values (e.g. blood pressure targets, symptom durations) | Not using these thresholds to justify decisions or explain them to the patient | Poor decision-making justification; patient left confused |
| Red flags | Correctly identified in MCQ context | Screened for silently but not verbally confirmed or explained — or missed entirely under consultation pressure | Safety concern; missed safety-netting opportunity |
| Prescribing | Theoretical knowledge of first-line treatments | Prescribing without explaining rationale, risks, or alternatives to the patient; not checking contraindications verbally | Unsafe or insufficiently explained prescribing |
🗺️ Signposting — the instant structural upgrade
Signposting means narrating the structure of your consultation out loud as you move through it. It is one of the simplest, highest-impact changes a trainee can make — and it consistently features in feedback from trainees who improved rapidly. It makes your consultation structure visible without requiring any additional clinical content.
❌ Without signposting
The trainee finishes taking a history, pauses, then starts examining without a word. The patient looks uncertain. The assessor cannot tell whether this was deliberate or accidental. The transition is invisible.
✅ With signposting
"Thank you — that's really helpful. I'd like to ask just a couple more questions, and then I'll do a quick examination." The patient is oriented. The assessor sees intentional structure. The consultation has a visible shape.
🗣️ Signposting phrases to practise
"I'd like to ask you some more specific questions to understand this better."
"I'd like to examine you now if that's alright — I'll explain what I'm doing as I go."
"The reason I'm asking about this is that I want to check whether..."
"Right — let me explain what I think is going on based on what you've told me."
"So in terms of what I'd suggest we do next..."
"At this stage, what I think is most likely is X — and here's why that fits with what you've told me."
Teaching Pearls — How to Run Great COTs
🎯 The Trainer's Core Goal
The COT is not about passing judgement on the trainee's consultation. It is about creating a structured, safe, developmental conversation that helps the trainee see what they cannot see alone. Your role is to be a guide, not a judge. Ask questions that open the trainee's thinking — don't just tell them what they should have done.
📋 Practical Setup Tips
- Ensure a video surgery is in the timetable from week 1 of the post
- Add brief case descriptions in the "Title of Procedure" field on 14Fish (e.g., "45yr male, chest pain, anxious, complex social"). The ARCP panel reads these.
- Vary who selects the consultation — both trainee-selected and trainer-selected cases across training gives a fairer picture
- Aim for a mix of face-to-face, virtual, and audio COTs across the year
💬 Feedback Techniques That Work
- Always ask the trainee to self-assess first — "How do you think that went?" This builds self-awareness and reveals blind spots
- Use the video to show, not just tell — rewind to the exact moment and ask "What was happening for you there?"
- Frame development points as "What could you try differently?" not "You should have..."
- Link to consultation models where relevant — Neighbour's safety-netting, Calgary-Cambridge structure, etc.
- End with one specific, concrete, agreed action — not a list of ten things to change
🔍 Common Trainee Blind Spots
- Not exploring ICE despite believing they did
- Checking "any other concerns?" at the very end — too late to address them
- Vague safety-netting that doesn't name specific red flags
- Consultation structure heavily front-loaded — too much history, rushed management
- Missing the patient's emotional cue (e.g., patient's voice changes, trainee carries on regardless)
- Assuming understanding without checking it
📚 Tutorial Discussion Prompts
- "What did you think the patient was really worried about — and when did you realise that?"
- "If you'd had five more minutes, what would you have done differently?"
- "At what point in the consultation did you feel least comfortable? Why?"
- "If this patient came back next week, what would you expect them to say about this consultation?"
- "What consultation model does this remind you of — and how might that help you structure this kind of case in future?"
📈 How to Use COT Trajectories at ARCP
At ESR and ARCP, the question is not "are some COTs graded NFD?" — early NFDs are expected. The question is: is the trajectory positive? A trainee graded NFD for "Relating to the Patient" in three consecutive COTs, with no apparent improvement and no agreed action plan, is a cause for concern. A trainee with early NFDs who progressively demonstrates Competent grades in those same areas — and whose recent COTs are all Competent or Excellent — is exactly what training is designed to produce.
🎓 The ALOBA Feedback Framework — the recommended approach for COT tutorials
The feedback discussion after a COT observation is at least as educationally valuable as the observation itself. The recommended approach for GP training feedback is Agenda-Led Outcome-Based Analysis (ALOBA). It places the registrar's learning needs at the centre of the discussion, rather than the trainer's observations.
| ALOBA Principle | How to apply it in a COT discussion |
|---|---|
| Start with the doctor's agenda | Ask "What did you find difficult? What help would you like?" — before giving any external feedback. The registrar's agenda sets the direction. |
| Focus on outcomes | "What were you trying to achieve at that point?" — not just "what happened". This reveals whether the difficulty was about intent, skill, or both. |
| Encourage self-assessment first | Allow the registrar to identify problems and propose solutions before the trainer offers observations. Self-identified insight drives behaviour change. |
| Use descriptive, not judgmental feedback | Specific behaviours: "At 3 minutes, you moved to examination before the patient had finished" — not "you didn't listen well." |
| Balance what worked and what didn't | Learning comes equally from analysing effective behaviours as from understanding what went wrong. Competent moments are worth discussing too. |
| Make offers, not prescriptions | Frame as alternatives: "One approach might be..." — not "you should have...". The registrar remains the agent of change. |
| Rehearse suggestions | Role-play the alternative phrase or approach in the room. Observation + feedback + rehearsal = skill change. Without rehearsal, insights are quickly forgotten. |
🔁 The SET-GO Method — structuring the feedback discussion
A practical five-step framework that operationalises ALOBA into a structured conversation. Works for both video review and joint surgery debrief.
The COT in 60 Seconds — PERFECT
A quick mnemonic to remember the key elements of a high-quality COT consultation. It also describes what a great COT tutorial looks like from both sides.
🧠 Second Mnemonic — SAFE CONSULT
A complementary framework to PERFECT. Where PERFECT maps the seven COT criteria, SAFE CONSULT maps the sequence of a well-structured, assessor-visible consultation from open to close. Useful for trainees who think in terms of flow rather than criteria.
⚡ The Consultation Flow Model
For trainees who prefer a process-oriented mental model rather than a mnemonic — think of the consultation as a sequential flow of clinical reasoning stages. The key is that each stage should be visible, not just internal.
What could this be?
Focused questioning
Update your thinking
Commit to diagnosis
Clearly and simply
Specific + explicit
🧩 Third Mnemonic — COT CRISP
A domain-based mnemonic that maps directly to the 13 PC framework. Useful for checking that you have covered all five assessment areas across any COT — particularly helpful when self-marking before trainer feedback.
🎬 What Good COT Feedback Looks Like — Key Principles from Real Tutorials
The following insights come from analysis of real trainer-trainee COT feedback sessions and reflect principles that are not always obvious from reading the RCGP guidance alone.
✅ Partial success counts
A registrar who interrupted early but then corrected — asking "Are you feeling alright in yourself?" and allowing the patient to talk — was still graded Competent for encouraging patient contribution. Recovery matters. Perfection at every moment is not the standard. Assessors are looking for evidence that the skill exists, even if it arrived late.
🧍 Body language scores independently
Open body posture and an encouraging demeanour are explicitly noted as evidence for PC1 — they are not just background context. Trainers write: "body language very open and encouraging" as a direct justification for a Competent rating. Non-verbal behaviour is assessable and should be treated as a consultation skill, not a personality trait.
🔊 Starting explanations from the patient's starting point
Before launching into an explanation, find out what the patient already knows: "Tell me what you do know — no matter how little — just to give me a flavour. I can fill in the gaps." This avoids repeating what the patient already knows and prevents talking over inaccurate existing understanding. It is one of the highest-scoring PC8 techniques.
💬 Checking understanding — the social frame technique
Instead of "Does that make sense?" (closed, generates a nod), try: "Your partner will probably ask what the doctor said — what are you going to tell them?" This prompts the patient to articulate understanding in their own words, in a natural rather than interrogative way. It satisfies PC9 and feels completely human.
Reflective Writing After COTs — The CCR Connection
A COT does not end when the ePortfolio form is submitted. Linking your consultation to a reflective Clinical Case Review (CCR) allows you to demonstrate additional RCGP capabilities that could not be fully captured in the COT assessment alone — particularly those relating to reasoning, professionalism, and insight.
This matters for ARCP. The panel is looking for evidence of genuine insight and behaviour change — not a retelling of events.
Why bother linking COT to a CCR?
- A CCR can evidence capabilities not observable on video (e.g. clinical reasoning, professionalism, medical complexity)
- Rich post-COT reflections generate strong capability evidence for ESR
- Vague or generic COT comments are a known ARCP weakness — a CCR adds depth
- Trainers asked to sign off COTs months later will give better feedback for consultations they can link to a fresh reflection
Which COTs are worth a CCR?
- Consultations that were genuinely difficult or unsettling
- Consultations where feedback identified a specific learning need
- Complex cases — multimorbidity, mental health, significant uncertainty
- Cases where you handled something differently than you would have done six months earlier
- Any consultation that generated an agreed action in your tutorial — following up on that action is the CCR
📋 Six-Step Post-COT Reflection Structure
Use this structure for your CCR entries after high-learning COTs. The key is reaching Analysis and Action — entries that stop at Description are considered weak at ARCP.
Anonymised summary of the consultation context. Keep to 2–3 sentences. This is context, not content — do not spend the reflection here.
What felt difficult and why? What was your emotional response during or after? Honesty here demonstrates self-awareness — a key professional capability. Avoid generic statements like "I felt it went well."
Balanced, specific assessment of the consultation. Name the PC numbers where relevant — this shows you understand the framework being assessed.
This is the most important section. What specific consultation skill was involved? Was it a knowledge gap, a habit, a communication choice? Why did you make that decision in the moment? This is what ARCP panels look for. Entries that only describe what happened without explaining why are routinely flagged as insufficient.
Specific and actionable. Not "I will try to be more empathic" — but "The next time I encounter a cue related to anxiety, I will pause and reflect it back using PC2 before continuing with my history."
The bridge from reflection to real change. What will you do differently tomorrow? If you have agreed an action plan in your COT tutorial, this step is where you document the follow-through.
Insider Pearls — What Trainees Wish They'd Known Earlier
💡 "COT transformed my consulting — eventually"
Most trainees find the first two or three COT tutorials uncomfortable. Something clicks around the fourth or fifth — usually when a trainee sees on video a habit they didn't know they had. That moment of recognition is when real change begins. Push through the discomfort.
🎯 "I had no idea how little I explored ICE"
A recurring theme among trainees watching their own videos for the first time: they were convinced they were exploring ICE. The video showed otherwise. You can't see your own blindspots without the mirror. The video is the mirror.
🗣 "My explanations were technically right but patients looked confused"
Clinical knowledge and explanation ability are not the same thing. A trainee can know exactly what diagnosis they've made — and still deliver a confusing, jargon-heavy explanation that leaves the patient more anxious than when they arrived. COT training helps separate these skills.
⏱ "I was consistently running over time — and had no idea why"
On video, the time structure of a consultation becomes visible. Many trainees discover they front-load their history too heavily, run out of time for management and safety-netting, and close abruptly. Structuring the consultation — not just the content — is something only a video can show you.
🩺 The One Consultation Worth Watching Twice
After your COT tutorial, consider watching the same consultation again on your own — without your trainer present. With the feedback fresh in your mind, you will notice things you couldn't see before the conversation. This second watching is one of the highest-value uses of time in GP training. Many trainees skip it. Very few regret doing it.
🎓 Teaching Scenario — The Same Case, Two Different Consultations
One of the most instructive ways to understand what COT is actually testing is to see the same clinical case handled two different ways. Here is a real-pattern scenario drawn from GP training feedback themes.
❌ The consultation that scores NFD
- Asks a comprehensive cardiac history — every symptom covered, but no stated direction
- Examines silently; no narration of what is being checked or why
- Says: "I don't think it's anything too serious" — without naming what it is or why serious causes are excluded
- Hands over a leaflet and says "come back if worse"
- Ends without summarising or checking understanding
Safe? Probably. But the clinical reasoning is invisible, the safety-net is vague, and the explanation is inadequate. The assessor cannot evidence Competence.
✅ The consultation that scores Competent
- After opening and ICE: "I want to ask some focused questions — the main thing I want to rule out is a cardiac cause, and then look at what else could be causing this"
- Targeted history: movement, tenderness, breathing, associated symptoms — with brief narration of purpose
- Examines: "I'm going to feel the chest wall — musculoskeletal pain often has a specific tender spot"
- Explains: "This fits very well with musculoskeletal chest pain — the features I would expect with something cardiac simply aren't here. The tenderness when I pressed is particularly reassuring."
- Safety-nets: "If the pain spreads to your jaw or arm, or you feel sweaty or breathless, call 999 — don't wait. Otherwise, if it's not improving in a week, come back."
- Closes: "Does that make sense? Any questions before you go?"
The clinical content is similar — but everything is verbalised, structured, and visible. The assessor can evidence every domain.
Trainee Voices — What Real Registrars Have Learned
The following insights come from themes shared repeatedly by GP registrars in training forums, registrar survival guides, and GP educator resources. All are consistent with RCGP and GP educator guidance — these are the things that often don't make it into the official documents.
🚀 Getting Started — Tips for Early Training
Start recording in week one — not week three
Registrars who begin recording from the very first week of their GP post consistently report getting more out of the process than those who wait. The early recordings are often the most instructive — they capture your baseline before training has had time to polish the rough edges. You will wince at them. That is the point. The wince is learning.
Ask your trainer to consult in front of you first
Watching an experienced clinician consult — and then applying the COT criteria to their performance — is one of the most powerful ways to understand what "good" actually looks like. Some deaneries explicitly recommend this as a learning tool. It also makes the subsequent feedback conversation much more two-way and less anxiety-inducing.
Tell your patients — and mean it
Many registrars worry that explaining the camera to patients will make consultations feel artificial. The opposite is usually true. A warm, honest explanation — "I'm in training and this helps my supervisor watch how I'm doing, to make me a better doctor for patients like you" — tends to put patients at ease and often makes them more willing to be open.
Book the COT tutorial at the same time you schedule the surgery
One of the most common planning errors: the trainee records the consultations but then the COT tutorial never gets formally scheduled. Within a few weeks, the recordings are stale and the motivation dips. Fix this by booking both at the same time — when you put the video surgery in the diary, also add the COT tutorial for one week later.
📹 During the Recording — What Works in the Room
Forget the camera after patient two
Almost every registrar who has done video surgeries reports the same thing: the first patient feels very strange, the second slightly less so, and by the third or fourth, the camera has become wallpaper. This is by design. Familiarity is the goal — not performance. The best advice is to switch it on, take a breath, and trust that the camera will stop mattering faster than you expect.
Don't let the camera change what you do — good or bad
The Hawthorne Effect works in both directions. Some registrars perform brilliantly on camera days but slip back into old habits the rest of the time — their trainer gets a skewed picture. Others freeze. The goal is to consult on camera exactly as you would on any other day. Your trainer needs to see the real you, not the show version.
Include at least one consultation you feel uncertain about
When selecting from your recorded consultations, actively include one that left you with a nagging sense of "I'm not sure how that went." These uncertain consultations — not the confident ones — are almost always the most educationally productive. Your trainer can often identify exactly what was causing the unease, and help you name and address it.
Keep a brief consultation log after each session
Registrars who keep a short informal log after each video surgery — just a line or two per consultation, noting what they felt went well and what didn't — arrive at COT tutorials with far better self-awareness. This doesn't need to go on the ePortfolio. It is a private thinking tool. But it transforms the quality of the self-assessment conversation with your trainer.
🎬 The COT Tutorial — How to Get the Most From It
Self-mark before your trainer does
Print or open the COT marking sheet and score yourself on each criterion before your trainer shares their view. When the two assessments are compared, the gaps between self-assessment and trainer assessment are some of the richest learning moments in GP training. If you consistently score yourself higher than your trainer in one domain, that is a blind spot. If consistently lower, that might be confidence rather than skill.
Ask for one specific thing to change — not a list
Registrars who leave COT tutorials with a long list of improvements often change nothing. Those who leave with one focused, specific, concrete thing to do differently — "next consultation, I will explicitly ask what the patient was most worried about before I start examining" — tend to actually change. At the end of every COT tutorial, ask: "What is the single most important thing I should do differently in my very next consultation?"
Ask how your trainer would have phrased it
When feedback centres on a communication moment — a clumsy explanation, a missed empathic response, a rushed safety-net — ask your trainer: "How would you have said that?" Then ask them to say it out loud. Then try it yourself. This verbal rehearsal in the tutorial is more effective than reading ten phrases in a book. It builds your consultation vocabulary through live conversation, which is exactly how you will use it.
Write your agreed action in the tutorial — not afterwards
The agreed action from a COT tutorial has a very short half-life if it isn't captured immediately. Registrars who write it down during the session — even just a phrase on their phone — are far more likely to implement it than those who plan to write it up later. The FourteenFish Learning Log entry is ideally written within 24 hours while the conversation is still vivid.
💬 The Skill-Building Side — Practical Tips on the Consultation Itself
Focus on the communication as much as the clinical content
Many registrars coming from hospital training have been rewarded throughout their careers for clinical knowledge and decision-making. In GP, communication IS clinical skill — not a soft add-on. GP educators consistently observe that the trainees who improve fastest on COT are those who deliberately shift their attention from "what is the right diagnosis?" to "how am I engaging with this person?" The clinical knowledge almost always follows. The communication skill requires deliberate practice.
Time keeping matters more than most trainees realise
Consulting well within time constraints is itself a COT criterion. Registrars who arrive at GP training with good clinical knowledge but habitually run five minutes over on every consultation are not consulting well — they are prioritising thoroughness over structure. The skill is not to consult faster, but to consult more efficiently: gathering what's needed, not everything possible. Watch the clock in your early COTs and notice where the time goes.
Build a phrase notebook
Registrars who actively collect consultation phrases — from feedback, from watching their trainers, from half-day release sessions, from peers — and keep them in a personal notebook tend to develop richer consultation language more quickly. These are not scripts. They are ingredients you reach for when you need them. Read the phrases you've collected before each video surgery week, and try deliberately using one of them in that session.
Work on the opening, not just the ending
Most COT feedback focuses on the management and safety-netting phase — the end of the consultation. But poor openings cause far more problems than poor endings. A consultation that begins with the patient not feeling heard will be harder to recover later. Registrars who develop a reliable, unhurried, open opening sequence — and practise it until it is automatic — find that the rest of the consultation flows more naturally.
🌐 Specific Situations — Tips That Often Get Missed
🌍 For IMGs specifically
International medical graduates often find the consultation culture in UK GP genuinely different from what they are used to — more patient-led, more negotiated, less directive. This is not a language barrier; it is a cultural consulting style that takes time to internalise.
The COT is one of the best tools available for closing this gap, precisely because it makes implicit expectations explicit. Ask your trainer not just what you could have done differently, but why UK patients tend to expect a certain kind of engagement. The "why" makes the behaviour sustainable.
🏥 OOH sessions — an underused COT goldmine
Out of Hours sessions generate exactly the kind of consultations that COTs are designed for: undifferentiated acute presentations, time pressure, clinical uncertainty, complex safety-netting decisions. Yet registrars rarely think to use these for COTs or Audio-COTs.
If your OOH supervisor is an approved GP clinical supervisor, these sessions are fair game. Ask early in your post whether the OOH lead can sign off COTs there. A well-chosen OOH consultation can be more educationally rich than three routine surgery COTs.
🖥️ Virtual consultations — the new frontier
Video consultations (patient on screen) are now a regular part of GP practice, and they count as face-to-face COTs. The non-verbal communication challenges are different: you cannot pick up on physical cues as easily, the patient may be distracted, and screen fatigue affects both parties.
Deliberately including at least one virtual consultation in your COT portfolio — and reflecting on what was different about it — is both good training and good professional practice. Many registrars find virtual COTs reveal specific communication habits they didn't know they had, particularly around eye contact and pacing.
📋 Using COT evidence in your Learning Log
Every COT tutorial generates learning. But the learning only gets into your portfolio if you write it up. The most impactful Learning Log entries from COT tutorials are those that go beyond "I watched a consultation" to articulate: what specifically you noticed, what you felt, what you will do differently, and how you will know it has worked.
Some deaneries explicitly advise using COT discussions as evidence for specific capabilities in your Learning Log — effectively "double-counting" one tutorial across multiple evidence domains. Ask your trainer to identify which capabilities your COT discussion supports, then log accordingly.
👥 Peer observation — often better than trainers realise
Registrars who watch each other's consultation videos during half-day release or peer learning sessions consistently report unexpected benefits. A peer who has consulted with similar challenges can spot things a trainer may no longer notice — because a trainer has been consulting for 20 years and has forgotten what it felt like not to know how to do it.
This is a non-assessed, informal activity — but several GP training schemes actively encourage it. Consider suggesting a peer-video watching session to your TPD. The COT marking sheet is an ideal guide for structuring the feedback conversation.
🗂️ Using the COT mapping sheet
The COT mapping sheet (available in your downloads) lets you track which capabilities you have demonstrated across all your COTs. This is a practical self-audit tool that is well worth keeping up to date from early in your training rather than retrospectively at ESR time.
If you notice that certain capabilities are repeatedly marked "Not Observed" across multiple COTs, that is a signal to deliberately seek out consultations where that capability can be demonstrated. The mapping sheet turns what could be a reactive process into a proactive one.
The One Thing Most Registrars Wish They'd Known
When experienced GP educators and recently-qualified GPs are asked what they wish they'd done differently in training, one theme comes up consistently, across years, regions, and training backgrounds:
"I wish I had worried less about the medicine and focused more on being a really good communicator."
The clinical knowledge comes with experience, exposure, and time. The consultation skills require deliberate, observed, feedback-rich practice — and there is no better time to develop them than during the training years, when you have a trainer, a camera, and a structured assessment framework designed precisely to help you do so. That is what the COT is for. Use it fully.
⚡ 5 Instant Upgrades — High Impact, Low Effort
From trainee experience: five specific, concrete changes that consistently produced the most rapid improvements in COT feedback. Each can be implemented in your very next consultation — no preparation required.
Add one signposting phrase
Narrate at least one transition out loud — moving from history to examination, or to explanation. One phrase per consultation is enough to create visible structure.
Impact: Immediate improvement in how structured you appear to the assessor.
Verbalise your reasoning once
Say out loud — just once — why you are asking a particular question or pursuing a particular line of enquiry. "I'm asking about this to check whether..."
Impact: Shows decision-making and hypothesis-driven thinking.
Upgrade your safety-net
Replace "come back if worse" with a specific symptom, a specific timeframe, and a specific action. This single change has moved trainees from NFD to Competent in the safety-netting criterion.
Impact: Major scoring gain across multiple criteria simultaneously.
Commit to a working diagnosis
Avoid the temptation to hedge indefinitely. Name your most likely diagnosis — and explain briefly why it fits and why serious alternatives are less likely. You can still acknowledge uncertainty while committing.
Impact: Transforms "safe but vague" into decisive, visible clinical reasoning.
Always close with a summary and check
End with a brief consolidating summary of the diagnosis, plan, and safety-net — then check understanding. "So we think this is X, the plan is Y, and if you notice Z, please seek help. Does that all make sense?"
Impact: Strong close that demonstrates patient-centredness and communication skill simultaneously.
💬 Practical Wisdom from the UK GP Training Community
Recurring themes from UK GP training community discussions — consistent with RCGP and educator guidance, and the kind of advice that tends not to appear in official documents.
📅 Getting COTs done — schedule them, don't just hope for them
At your very first meeting with your Educational Supervisor or Clinical Supervisor, agree explicitly when COTs will happen — not just that they will happen. A fortnightly or monthly joint surgery slot in the diary is far more likely to occur than an open-ended agreement to "sort it out." Once the slot exists, protect it.
- Ask proactively after a complex consultation: "That felt like a good COT case — could you complete the form while it's fresh?" Most supervisors are happy to do so in the moment but may not initiate.
- Do not save COTs for the end of a post. Supervisors asked to sign off batches just before ESR produce lower-quality feedback. Steady throughput produces better-documented evidence.
- Log-as-you-go: keep a one-line note after each surgery of any consultation that was complex or stuck with you. This makes identifying COT candidates effortless and produces richer reflections.
🚨 What to do if COTs are not happening — your training entitlement
Some registrars in poorly organised practices find that joint surgeries never materialise despite repeated requests. This is a training entitlement — not a favour. The practice receives educational funding specifically because it is a training practice; tutorials and joint clinics are part of that obligation.
If COTs are consistently not happening after you have asked more than once: raise it with your Training Programme Director (TPD). You do not need to frame it as a complaint — simply: "I'm finding it difficult to get COTs completed and would appreciate some advice." This triggers a conversation with the practice that you should not have to manage alone.
⏱️ Getting down to 10-minute consultations — what actually works
The feeling that consultations are taking too long is almost always a data-gathering problem, not a communication problem. Unfocused data gathering — asking everything, without direction — creates the illusion that there is simply not enough time.
- Know what the patient wants before developing an elaborate management plan. It doesn't matter if you've developed a six-point plan for fatigue if all they needed was a sick note and some compassion.
- Eliminate questions that will not change what you do — ask only what will alter your management or safety-netting.
- Moving to 20-minute consultation slots after 2–3 months of GP training is educationally beneficial — you accumulate more practice reps, which is how consultation speed develops. Staying on very long slots throughout training slows this process.
- Time improves with volume. The registrar who sees more patients develops consultation efficiency faster than one who extends every slot.
🤝 Patient-centred consulting vs running late — resolving the tension
A real tension in GP training: doctor-centred practitioners tend to finish on time or early, while patient-centred doctors frequently run late. The implication for COT training is important.
The goal is not to eliminate patient-centredness to save time — it is to become efficient at patient-centred consulting. Brief, well-timed interventions (cue responses, micro-summaries, targeted ICE) achieve both goals simultaneously. The registrar who is chronically late is often spending time on unfocused questioning, not on patient-centred behaviour per se. The fix is always structure, not speed.
☕ Weekly debriefs — a training entitlement, not a bonus
A brief debrief immediately after a joint surgery session — even 10–15 minutes — produces the most vivid, specific, behaviourally-grounded feedback available. Both trainees and trainers note that post-session reflections done days later are consistently thinner.
If your practice does not offer routine debriefs, request them explicitly: "I'd like a brief hot review after each session to get feedback while it's fresh — even 10 minutes is really useful." Frame it as a learning request, not a demand. Most trainers are glad to do it when asked directly.
📹 On recording consultations — practical equipment advice
Many practices have a dedicated tablet or camera already set up for training purposes — always check with your Clinical Supervisor before arranging your own equipment. Using unauthorised personal devices raises GDPR concerns.
Recordings should be removed from practice devices promptly after review; do not store them locally longer than necessary. One widely endorsed mindset: "Treat every consultation as if your patient is recording it." This trains the consultation standard you want and normalises the feeling of being observed — which is exactly what COT preparation and the SCA both require.
What Expert GP Educators Teach About Consulting Well
The following teaching points come from UK GP trainers, TPDs, and training programme content — all verified against RCGP guidance. These are the skills that distinguish good consultations from excellent ones in both COT and SCA.
⚽ The Two Halves Model — structure that maps onto every PC
Think of every consultation like a game of football: two distinct halves with different goals. PC1–PC7 are predominantly first-half skills; PC8–PC13 are predominantly second-half skills. Registrars who spend the whole consultation data gathering demonstrate competence in only half of what is being assessed.
⚽ First Half (~minutes 1–6)
The patient does the bulk of the talking. Your job is timely data gathering using silence, active listening, cue-handling, and short focused questions.
First half ends when you have a working diagnosis and have confirmed the patient's key priorities — not when you've asked every possible question.
🏁 Second Half (~minutes 6–10+)
You do the bulk of the talking — explanation, management options, safety-netting, and follow-up.
Patient contributions in the second half are primarily about confirming understanding and buying into the plan.
🚪 The Opening Statement — the consultation begins before they sit down
Before a patient knocks on the door, they have been rehearsing their opening statement. That statement is often loaded with cues about their real priorities. To capture it fully:
Establish eye contact and offer a professional welcome as they enter — the consultation begins the moment they come through the door, not when they reach the chair.
"How can I help you today?" — one question. Do not list options. Do not narrow it down. Let them take it wherever they need to go.
Do not interrupt. Wait. Most opening statements are under 90 seconds. What you gain from not interrupting is worth far more than the time you save.
"Just tell me a bit more about what's been happening" — this nudges patients toward the aspect most important to them, typically surfacing the richest cues.
"How has it been affecting you?" — this opens up psychosocial context, builds rapport, and demonstrates PC3 from the very start.
💬 Three Ways to Explore ICE When Direct Questions Don't Work
Direct ICE questions sometimes fail — particularly when a patient is embarrassed, guilty, or finds the topic painful. These three indirect strategies reliably open the door when the direct approach doesn't:
1. The Normalising Bridge
Talk about other patients to remove direct confrontation:
"Often my patients will Google things and it can give them a real idea of what's going on — sometimes it frightens them. Is that you?"
2. The "My Other Patients" Approach
Reference patterns you've seen to make it easier for this patient to admit their anxieties:
"I've seen quite a few patients recently who've been really worried their headaches might be something serious."
3. The Square Search
Reference people the patient has already mentioned to uncover concerns via their social network:
"You mentioned your partner — was there anything in particular they were worried about?"
🎯 Cues: Fire & Go vs Stay & Play
Not every cue should be handled immediately. PC2 requires noticing the cue in the first place — then making a judgment about timing.
🔥 Fire and Go
Respond to the cue immediately — best when the patient is not yet in full flow and the cue appears isolated.
Patient mentions they haven't been sleeping well. Before continuing: "You mentioned your sleep — let's come back to that in a moment."
🎭 Stay and Play
Hold the cue, wait for a natural pause, then play it back — best when the patient is providing useful information and interruption would break momentum.
Patient tells a long story, pauses. "Earlier you mentioned your sleep — how has that been affecting you?"
💡 Practical tip: Watch the first two minutes of any recording with the sound off. This trains your attention to non-verbal signals without distraction from the verbal content.
📝 The Micro-Summary — a pivotal first-half transition skill
At the end of the first half — usually around minute 4–5 — a micro-summary signals to the patient that you have been listening and confirms you are working on the right problem before examination or explanation.
Rules for an effective micro-summary:
- Keep it under 30 seconds — it is not a full recap of symptoms
- Integrate the patient's worries, context, and priorities — not just symptoms
- Always follow with: "Is that about right?" — then stop and wait
- The patient's "yes set" confirms alignment before you move forward
✅ Example micro-summary:
"Before I examine you — just to recap — you've mentioned you're self-employed and if you're not working, you're not earning. Your back has been really painful since the fall and you really need it fixed to get back to work. Is that about right?"
🛡️ Credible Reassurance — a three-step process
Simply telling a patient they don't have a brain tumour does not reassure them — they wonder: "How does he know?" Credible reassurance requires three steps in sequence. The patient arrives at the reassurance through their own reasoning — they can see why you are reassured.
"When I see patients with brain tumours, they often have headaches waking them in the morning, vomiting, blurred vision when coughing..." — walk through the symptoms of the feared diagnosis and confirm they are absent.
"When I examine these patients, I often find changes at the back of the eye, problems with coordination. When I tested those on you, they were all normal."
The patient now has both the reason serious causes are unlikely AND a plausible explanation for what they are experiencing. Reassurance without an alternative diagnosis often fails — the worry returns.
🔄 Spinning Options for Shared Decision-Making
"I think physio is the best way forward — what do you think?" is not shared decision-making. A well-spun option includes:
- What it involves (briefly)
- Waiting times (if relevant)
- The main benefits
- The main risks or inconveniences
- End with: "What are your thoughts on that?"
If the patient buys in after one option, shared decision-making is achieved — you don't need to present all options. The skill is selecting the best-fit option first, based on what you learned in the first half.
🛡️ Safety-Net Placement — before extra time, not after
Leaving safety-netting to the last 30 seconds means under time pressure it becomes incomplete or absent. The recommended consultation sequence:
Explanation → Lead option → Yes set → Safety-net → Any additional information
By doing safety-netting before supplementary information sharing, it is always embedded within the consultation regardless of what else runs over. This habit, built during COT feedback, directly protects exam performance.
🤝 Negotiation — when a patient's expectation doesn't match your plan
When a patient requests antibiotics, a CT scan, or a specific referral that is not appropriate, the instinct is to explain the correct management immediately. This rarely works because the patient is waiting for you to address their expectation and cannot hear anything else until you do.
Name it: "I understand you were hoping for antibiotics today." Until it is named, it sits in the room unaddressed.
Risks, lack of benefit, or change in working diagnosis. Keep this brief and framed around the patient's wellbeing — not a lecture.
The positive option — what you are offering instead, and why it serves them better.
"What do you think about that approach?" — until you have agreement, the patient is not really engaged with the shared decision-making process. Going directly to the management plan without checking agreement leaves a consultation that is clinically correct but humanly incomplete.
Offering a patient information leaflet as "I could give you this from Diabetes UK — what do you think?" is equivalent to a stranger pushing a flyer into your hand on Oxford Street: most people hold it until the next bin. For an information resource to add genuine value, explain: what it contains, why it is relevant to this patient, and what they will learn from it — then ask if they'd like it. This approach ensures the resource is sought after, not discarded.
Frequently Asked Questions
Can all my COTs be done as live observed consultations, with no video?
No. While live observed consultations are a valid and valuable part of COT training, they should not completely replace video recordings. The RCGP designed COT primarily as a video-based tool, and video offers educational advantages that live observation simply cannot replicate — particularly the ability for the trainee to see themselves and review exact moments. A balance of both is recommended, with video predominating. If you or your trainer have a strong preference for live observation only, discuss this with your Programme Director.
What if I record five consultations but my trainer only watches one?
This is normal and deliberate, not a sign that your trainer is cutting corners. One deeply explored consultation is educationally richer than five skimmed ones. Your trainer selected the one consultation because they want to focus, dig deep, and give you feedback that will genuinely change your practice. If you've done the recordings, the rest can remain as a pool for future tutorials. You'll get through more numbers over time — but learning depth matters more than speed.
What if a patient declines consent to be recorded?
Respect their decision without question and move them to a non-video slot. No patient should ever feel pressured to consent. It is helpful to have a system where patients are informed by letter or reception in advance — this allows them to rebook without awkwardness if they prefer not to be recorded. In practice, the vast majority of patients are willing to consent when the purpose is explained clearly and kindly.
Do hospital doctors count as approved assessors for COTs?
For the standard COT in primary care placements: COTs must be assessed by an approved GP Educational Supervisor or an approved, appropriately trained GP Clinical Supervisor. For MiniCEX in hospital posts: these are assessed by hospital consultants or clinical supervisors in secondary care. The two tools serve different placements. If you are in a GP post, your assessor must be GP-trained and approved.
Does every COT criterion need to be graded Competent or Excellent?
Not in every single COT — but across the body of your COTs by the end of ST3, yes. The RCGP expects that by the end of ST3, you will have demonstrated Competence or above in every criterion at some point. And your most recent COTs should be graded at or above the level expected for your stage of training. Individual IE or NFD grades in early training are expected and not a problem — it is the pattern and trajectory across all your COTs that matters.
What is the difference between COT and CbD?
Both are WPBA tools, but they assess very different things. The COT assesses how you consulted — your data gathering, communication, management, and consultation skills in action, as observed directly or on video. The CbD (Case-based Discussion) assesses your professional judgement — the reasoning, values, and decision-making behind a case you managed. A COT observes what you did. A CbD interrogates why you did it. They complement each other beautifully.
What do IMGs find most challenging about COT?
International medical graduates typically have strong clinical knowledge — the technical side of COT (data gathering, management) is usually not the challenge. The most common developmental areas are: (1) exploring patient ideas and concerns in a natural, non-formulaic way; (2) responding to emotional cues authentically; (3) consulting in a way that feels collaborative rather than directive; and (4) adapting communication style to different patient backgrounds and literacy levels. These are learnable skills — COT is the ideal tool for developing them.
Can I use COTs from Out of Hours or urgent care sessions?
Yes — and the RCGP encourages it. Your COTs should cover a range of settings, including surgery consultations, home visits, and unscheduled/urgent care. COTs from Out of Hours environments often generate rich evidence — the presentations are acute, the time pressure is real, and the clinical reasoning is more visible. If you are doing OOH sessions, consider arranging a COT there.
The Bits to Remember Tomorrow
Everything important, distilled.
"The consultant who is brilliant in clinic but can't teach a patient what is happening with them in a way they understand — that's not the kind of GP we're trying to make. The COT is how we build the whole doctor."
— Bradford VTS, 2025
Bradford VTS — COT Resource. Last updated April 2025. For educational use only.
Always verify current RCGP requirements at rcgp.org.uk — guidance may have changed since this page was last updated.