Global

Clinical reasoning and structured case presentation

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 13 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
45 min
Lessons
6 lessons
Frequency
At the start of a post or rotation
Last reviewed
21 Oct 2026
Course preview
Interactive course

Scenarios, sorting activities and quizzes with feedback on every answer.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 45 minutes
  • Scenario, accordion, step-by-step, process and quizzes
  • 1-question final check, 80% to pass

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 11 slides
  • Word cloud, ranking, poll, open-ended slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 140.0Achieve ≥ 80% on the final assessment-Whole course
LO 140.1.1Explain how diagnostic error happens and take a structured history and assessmentWHO Diagnostic errors 2016Lesson 1: Structured history and assessment
LO 140.2.1Build a differential diagnosis and guard against premature closureWHO Diagnostic errors 2016Lesson 2: Building a differential
LO 140.3.1Choose investigations that will change management, justify imaging and own the resultIR(ME)R 2017 reg 11; NICE NG12 1.15.1; Choosing Wisely UKLesson 3: Choosing investigations wisely
LO 140.4.1Make and safety-net an admit, refer or discharge decision using local escalation criteria + your infoRCP NEWS2 2017; NICE NG12 1.14.6; WHO Diagnostic errors 2016Lesson 4: Admit, refer or discharge decisions
LO 140.5.1Present a case clearly using SBARWHO Patient Safety Solution 3 (2007)Lesson 5: Presenting a case with SBAR

Your part: what a template can't do for you

  • Your workplace details: fill in the 13 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 45 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Structured history and assessment

3 pages

8 min
Before you beginNoteList
How diagnoses go wrongTextAccordionKey factNoteQuiz
A structured history you can defendTextStep-by-stepScenarioQuiz
2

Building a differential

3 pages

8 min
Think wide, then narrowTextProcessFlashcardsQuiz
PractiseTextSorting activityNote
Patients help you keep the list honestTextMulti-select quiz
3

Choosing investigations wisely

3 pages

8 min
Every test needs a questionTextFlashcardsQuiz
Imaging that uses ionising radiationTextAccordionNoteYour info
You ordered it, you own itTextScenarioYour infoQuiz
4

Admit, refer or discharge decisions

3 pages

7 min
Use the score, then use your judgementTextTableNoteYour infoQuiz
Three questions before any dispositionTabsYour infoYour infoScenario
Safety-netting that worksTextChecklistYour infoMulti-select quiz
5

Presenting a case with SBAR

3 pages

7 min
Why a fixed structure helpsTextProcessMatching quiz
Say what you think, and what you needTextScenarioQuiz
Presenting on a ward round or in clinicStep-by-stepNoteYour info
6

Final assessment

3 pages

7 min
Final assessment, part 1Quiz
Final assessment, part 2Quiz
CompletionKey factListNoteYour infoButtonYour info

Live deck and surveys

11 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

Title + agenda (notesDisclaimer - template, not clinical advice, sign-off required; all cases are fictional)
ScalesHow confident are you presenting a case to a senior at 3 am?
Word cloudFictional case: Sam, 61, 'dizzy since this morning'. What could this be?
RankingRank the group's top five causes for Sam by danger, not likelihood
Pick answerWhich trap is it when the first label sticks and new facts get bent to fit?" - Premature closure / anchoring ✔ (either accepted; educator explains the difference) · Safety-netting · Justification · Escalation [MED-10-V05]
PollSam's observations are normal. Next step?" - Order a CT scan now · Take a fuller history and examine ✔ (educator reveals new findings) · Discharge with advice · Refer to a specialist
Pick answerNEWS2 aggregate score that is the key threshold for urgent response?" - 3 · 5 ✔ · 7 · 9 [MED-10-V10]
Correct orderPut SBAR in order" - Situation → Background → Assessment → Recommendation ✔ [MED-10-V13]
Open-endedWrite your one-sentence Recommendation for Sam's call to your senior
Q&AAsk the trainer anything
ClosingClosing - {{SURVEY_URL}}, {{COURSE_URL}}, {{EDUCATOR_CONTACT}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Before this course, how confident were you building a ranked differential diagnosis? 1-5 scale
  6. Now, how confident are you presenting a case to a senior using SBAR? 1-5 scale
  7. In the last 30 days, which have you done? multiple choice
  8. In my team, juniors feel safe to call a senior for advice at any hour. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the escalation protocol and senior support contact for your area? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

13 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Your early warning score, thresholds and escalation contacts{{ESCALATION_PROTOCOL}}
  • Local criteria or guidance for admission{{ADMISSION_CRITERIA}}
  • Specialty referral routes and urgency categories{{REFERRAL_PATHWAYS}}
  • Imaging referral criteria and request form guidance{{IMAGING_REFERRAL_GUIDANCE}}
  • How outstanding results are handed over and tracked{{RESULTS_HANDOVER_PROCESS}}
  • How patients get help out of hours{{OUT_OF_HOURS_ROUTE}}
Show all 13 fields
  • The team's handover or case presentation template{{CASE_PRESENTATION_TEMPLATE}}
  • Who junior clinicians call for advice, day and night{{SENIOR_SUPPORT_CONTACT}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
  • Survey URL{{SURVEY_URL}}
  • Live session URL{{LIVE_SESSION_URL}}
  • Course URL{{COURSE_URL}}
  • Educator contact{{EDUCATOR_CONTACT}}

FAQ

Common questions

Can I run clinical reasoning and structured case presentation training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

At the start of a post or rotation, and as part of the preceptorship or residency programme (organisation policy).

Who needs this training?

Junior doctors, nurse practitioners, advanced clinical practitioners and physician associates in their first post.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck