case presentation guide

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Blog Case Study

How to Present a Case Study like a Pro (With Examples)

By Danesh Ramuthi , Sep 07, 2023

In today’s world, where data is king and persuasion is queen, a killer case study can change the game. Think high-powered meetings at fancy companies or even nailing that college presentation: a rock-solid case study could be the magic weapon you need.

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, you’ll learn all about crafting and presenting powerful case studies. From selecting the right metrics to using persuasive narrative techniques, I will cover every element that transforms a mere report into a compelling case study. 

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

Purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation templates, tips for delivering an effective case study presentation, common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1) Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

2) Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3) Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4) Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5) Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Crafting and presenting a case study is a skillful task that requires careful planning and execution. While a well-prepared case study can be a powerful tool for showcasing your successes, educating your audience or encouraging discussion, there are several pitfalls you should avoid to make your presentation as effective as possible. Here are some common mistakes to watch out for:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides:

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

Business case presentation: A comprehensive guide

Master business case presentations with this guide: audience, argument, and delivery.

Raja Bothra

Building presentations

Hey there, fellow business enthusiasts!

If you're reading this, you're probably no stranger to the term "business case." In fact, you might be here because you're keen to unravel the art of crafting an impressive business case presentation. Well, you're in the right place!

In this comprehensive guide, we're diving deep into the world of business cases, exploring why they're crucial, when to create one, and how to structure an effective business case presentation. Plus, we'll sprinkle in some do's and don'ts to ensure your presentation shines.

So, buckle up, because by the end of this journey, you'll be equipped with the skills to create a business case presentation that wows your stakeholders, just like a pro. Ready? Let's dive in!

What is a business case?

First things first, let's clarify what exactly we mean by a business case. It's more than just a buzzword; it's a powerful tool that helps organizations make informed decisions.

At its core, a business case is a document that outlines the rationale for initiating a project or making a significant business-related decision. It's like the blueprint for your business move, offering a structured way to assess the potential risks, benefits, and costs involved.

But here's the kicker: A well-crafted business case isn't just about numbers and graphs; it's a persuasive narrative that tells a compelling story about why your idea is worth pursuing. It's your secret weapon to gain buy-in from key decision-makers.

Why do you need a business case?

Now that you know what a business case is, you might be wondering why you need one. Well, here's the deal:

Clarity and focus : A business case forces you to articulate your idea clearly and concisely. It's like putting your thoughts through a refining process, leaving you with a crystal-clear vision.

Risk mitigation : Projects or decisions without a solid business case are like ships without navigation. It helps you identify potential pitfalls and navigate around them.

Resource allocation : Limited resources demand wise allocation. A business case helps you justify why your project deserves those resources.

Stakeholder buy-in : Ever tried convincing your team or investors without data? A business case equips you with the data-driven argument you need to win them over.

When should you create a business case presentation?

Alright, you're convinced of the importance of a business case. But when should you whip out your presentation skills? Here are some scenarios:

• Launching a new product or service : When introducing something new, a solid business case can prove it's worth the investment.
• Changing business processes : If you're considering a major shift in operations, a business case will help assess the pros and cons.
• Resource allocation : Whenever you're requesting significant resources, whether it's money, time, or manpower, a business case is a must.
• Problem solving : When your business encounters a challenge, a business case can outline the best course of action.

How to structure an effective business case presentation

Creating a business case presentation can be a daunting task, but fear not, we're breaking it down into manageable chunks. Here's a step-by-step guide:

Executive summary : Begin with an attention-grabbing summary. In just a few slides, give an overview of what your business case entails.

Problem statement : Clearly define the problem your business case addresses. Use real-world data to illustrate its significance.

Business objectives : Lay out your objectives and what you aim to achieve with this project.

Project plan : Detail the plan of action, including timelines, milestones, and resources required.

Key stakeholders : Identify the key players involved and their roles in the project.

Facts and figures : Support your case with concrete data. This is where those business case studies come in handy.

Solutions to the problem : Present your proposed solutions and explain why they're the best way forward.

Align with company goals : Show how your business case aligns with the broader goals of your organization.

Cost-benefit analysis : Break down the costs and potential benefits. Be transparent and realistic.

Conclusion : Summarize your business case and reiterate why it's a solid proposition.

Remember, clarity and structure are key. Use a business case presentation template to keep things organized and professional.

Do’s and don'ts on a business case presentation

Before we dive deeper, let's lay down some ground rules to ensure your business case presentation shines:

Do's :

• Do back your arguments with data and evidence.
• Do tailor your presentation to your audience.
• Do rehearse your presentation for a smooth delivery.
• Do use visuals and graphs to make your case more compelling.
• Do stay focused and avoid unnecessary jargon.

Don'ts :

• Don't overwhelm with too much information.
• Don't ignore potential objections; address them head-on.
• Don't rush through your presentation; take your time.
• Don't rely solely on your slides; engage with your audience.
• Don't forget to proofread and edit for clarity and coherence.

Summarizing key takeaways

By now, you've learned the essentials of crafting a persuasive business case presentation that combines data and storytelling to justify significant projects or decisions. They're crucial for clarity, risk mitigation, resource allocation, and gaining support for endeavors like product launches or process changes.

To create an effective business case presentation, follow a structured approach, including problem definition, objectives, plans, stakeholder involvement, data support, proposed solutions, alignment with company goals, and cost-benefit analysis. Remember to tailor your presentation to the audience, use visuals, and address objections while avoiding information overload and rushing through it. Proofreading ensures clarity and coherence. These steps will help you create a compelling business case presentation.

1. What are the benefits of employing a business case framework?

Utilizing a business case framework offers numerous advantages. It provides you with a solid foundation for your presentation, guaranteeing that you seamlessly address all critical elements. Moreover, it frees up valuable time, enabling you to concentrate on content rather than becoming entangled in formatting intricacies. Consider it your reliable companion for effortlessly crafting a compelling PowerPoint business case.

2. How can I write a business case that appeals to stakeholders?

To write a business case that truly resonates with stakeholders, it's vital to understand their needs and concerns. Start by identifying the key decision-makers and their expectations. Then, craft your business case in a way that addresses their concerns. Remember, it's not just about presenting facts; it's about presenting a compelling narrative that speaks to the business problem at hand.

3. Are there any tips for making an effective business case presentation?

Absolutely! When you're preparing to present your business case, consider these tips for success:

• Keep it concise and to the point. Don't overwhelm your audience with too much information.
• Use visuals and graphs from your powerpoint template to make complex data more accessible.
• Practice your delivery to ensure a smooth presentation.
• Address potential objections head-on and provide solutions.
• Make sure your business case is in line with the broader business requirements and goals.

4. How do I create an engaging business case powerpoint presentation?

Creating an engaging business case powerpoint is an art. Start with a captivating opening that hooks your audience. Use the slides to complement your narrative, not replace it. Remember, your ppt slides are there to support your story, not overwhelm it. Keep the design clean and consistent with your business case powerpoint template.

5. Is there a recommended length for a business case presentation?

While there's no hard-and-fast rule, a complete business case presentation should be concise but thorough. Aim for clarity rather than length. However, avoid the temptation to have too many slides – nobody wants to sit through 100 slides . Focus on presenting a strong case with the most important information. Your business case should be as long as it needs to be to make a convincing argument, but no longer.

Remember, the goal of your business case presentation is to convince others of your proposal, and using a well-structured business case template and adhering to the principles of an effective presentation will significantly increase your chances of success.

Create your business case presentation with Prezent

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So, why wait? The world of effective business presentations is at your fingertips. Get started with Prezent and elevate your presentation game today!

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Tools for the Patient Presentation

The formal patient presentation.

• Posing the Clinical Question
• Searching the Medical Literature for EBM

Sources & Further Reading

First Aid for the Wards

Lingard L, Haber RJ.  Teaching and learning communications in medicine: a rhetorical approach .  Academic Medicine. 74(5):507-510 1999 May.

Lingard L, Haber RJ.  What do we mean by "relevance"? A clinical and rhetorical definition with implications for teaching and learning the case-presentation format . Academic Medicine. 74(10):S124-S127.

The Oral Presentation (A Practical Guide to Clinical Medicine, UCSD School of Medicine)  http://meded.ucsd.edu/clinicalmed/oral.htm

"Classically, the formal oral presentation is given in 7 minutes or less. Although it follows the same format as a written report, it is not simply regurgitation. A great presentation requires style as much as substance; your delivery must be succinct and smooth. No time should be wasted on superfluous information; one can read about such matters later in your admit note. Ideally, your presentation should be formulated so that your audience can anticipate your assessment and plan; that is, each piece of information should clue the listener into your thinking process and your most likely diagnosis."  [ Le, et al, p. 15 ]

Types of Patient Presentations

New Patient

New patients get the traditional H&P with assessment and plan.  Give the chief complaint and a brief and pertinent HPI.  Next give important PMH, PSH, etc.  The ROS is often left out, as anything important was in the HPI.  The PE is reviewed.  Only give pertinent positives and negatives.  The assessment and plan should include what you think is wrong and, briefly, why.  Then, state what you plan to do for the patient, including labs.  Be sure to know why things are being done: you will be asked.

The follow-up presentation differs from the presentation of a new patient.  It is an abridged presentation, perhaps referencing major patient issues that have been previously presented, but focusing on new information about these issues and/or what has changed. Give the patient’s name, age, date of admission, briefly review the present illness, physical examination and admitting diagnosis.  Then report any new finding, laboratory tests, diagnostic procedures and changes in medications.

The attending physician will ask the patient’s permission to have the medical student present their case.  After making the proper introductions the attending will let the patient know they may offer input or ask questions at any point.  When presenting at bedside the student should try to involve the patient.

Preparing for the Presentation

There are four things you must consider before you do your oral presentation

• Occasion (setting and circumstances)

Ask yourself what do you want the presentation to do

• Present a new patient to your preceptor : the amount of detail will be determined by your preceptor.  It is also likely to reflect your development and experience, with less detail being required as you progress.
• Present your patient at working or teaching rounds : the amount of detail will be determined by the customs of the group. The focus of the presentation will be influenced by the learning objectives of working responsibilities of the group.
• Request a consultant’s advice on a clinical problem : the presentation will be focused on the clinical question being posed to the consultant.
• Persuade others about a diagnosis and plan : a shorter presentation which highlights the pertinent positives and negatives that are germane to the diagnosis and/or plan being suggested.
• Enlist cooperation required for patient care : a short presentation focusing on the impact your audience can have in addressing the patient’s issues.

Preparation

• Patient evaluation : history, physical examination, review of tests, studies, procedures, and consultants’ recommendations.
• Selected reading : reference texts; to build a foundational understanding.
• Literature search : for further elucidation of any key references from selected reading, and to bring your understanding up to date, since reference text information is typically three to seven years old.
• Write-up : for oral presentation, just succinct notes to serve as a reminder or reference, since you’re not going to be reading your presentation.

Knowledge (Be prepared to answer questions about the following)

• Pathophysiology
• Complications
• Differential diagnosis
• Course of conditions
• Diagnostic tests
• Medications
• Essential Evidence Plus

Template for Oral Presentations

Chief Complaint (CC)

The opening statement should give an overview of the patient, age, sex, reason for visit and the duration of the complaint. Give marital status, race, or occupation if relevant.  If your patient has a history of a major medical problem that bears strongly on the understanding of the present illness, include it.  For ongoing care, give a one sentence recap of the history.

History of Present Illness (HPI)

This will be very similar to your written HPI. Present the most important problem first. If there is more than one problem, treat each separately. Present the information chronologically.  Cover one system before going onto the next. Characterize the chief complaint – quality, severity, location, duration, progression, and include pertinent negatives. Items from the ROS that are unrelated to the present problem may be mentioned in passing unless you are doing a very formal presentation. When you do your first patient presentation you may be expected to go into detail.  For ongoing care, present any new complaints.

Review of Systems (ROS)

Most of the ROS is incorporated at the end of the HPI. Items that are unrelated to the present problem may be briefly mentioned.  For ongoing care, present only if new complaints.  

Past Medical History (PMH)

Discuss other past medical history that bears directly on the current medical problem.  For ongoing care, have the information available to respond to questions.

Past Surgical History

Provide names of procedures, approximate dates, indications, any relevant findings or complications, and pathology reports, if applicable.  For ongoing care, have the information available to respond to questions.

Allergies/Medications

Present all current medications along with dosage, route and frequency. For the follow-up presentation just give any changes in medication.  For ongoing care, note any changes.

Smoking and Alcohol (and any other substance abuse)

Note frequency and duration. For ongoing care, have the information available to respond to questions.

Social/Work History

Home, environment, work status and sexual history.  For ongoing care, have the information available to respond to questions.

Family History Note particular family history of genetically based diseases.  For ongoing care, have the information available to respond to questions.

Physical Exam/Labs/Other Tests

Include all significant abnormal findings and any normal findings that contribute to the diagnosis. Give a brief, general description of the patient including physical appearance. Then describe vital signs touching on each major system. Try to find out in advance how thorough you need to be for your presentation. There are times when you will be expected to give more detail on each physical finding, labs and other test results.  For ongoing care, mention only further positive findings and relevant negative findings.

Assessment and Plan

Give a summary of the important aspects of the history, physical exam and formulate the differential diagnosis. Make sure to read up on the patient’s case by doing a search of the literature. 

• Include only the most essential facts; but be ready to answer ANY questions about all aspects of your patient.
• Keep your presentation lively.
• Do not read the presentation!
• Expect your listeners to ask questions.
• Follow the order of the written case report.
• Keep in mind the limitation of your listeners.
• Beware of jumping back and forth between descriptions of separate problems.
• Use the presentation to build your case.
• Your reasoning process should help the listener consider a differential diagnosis.
• Present the patient as well as the illness .
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Presenting Your Case

A Concise Guide for Medical Students

• Clifford D. Packer 0

Professor of Medicinem, Department of Medicine, Case Western Reserve University School of Medicine, Louis Stokes Cleveland VA Medical Center, Cleveland, USA

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• Provides a comprehensive guide to case presentation and related activities
• Covers various types of oral case presentations on the wards, including the traditional new patient presentation, transfers, night float admissions, and brief SOAP presentations on daily rounds
• Prepares medical students for their clerkship evaluations, which depend largely on the quality of their oral presentations

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Table of contents (14 chapters)

Front matter, the importance of a good case presentation and why students struggle with it.

Clifford D. Packer

Organization of the Oral Case Presentation

Variations on the oral case presentation, the hpi: a timeline, not a time machine, pertinent positives and negatives, the diagnostic power of description, the assessment and plan, approaches to differential diagnosis, searching and citing the literature, adding value to the oral presentation, teaching rounds: speaking up, getting involved, and learning to accept uncertainty, the art of the 5-minute talk, future directions of the oral case presentation, back matter.

Medical students often struggle when presenting new patients to the attending physicians on the ward. Case presentation is either poorly taught or not taught at all in the first two years of medical school. As a result, students are thrust into the spotlight with only sketchy ideas about how to present, prioritize, edit, and focus their case presentations. They also struggle with producing a broad differential diagnosis and defending their leading diagnosis. This text provides a comprehensive guide to give well-prepared, focused and concise presentations. It also allows students to discuss differential diagnosis, incorporate high-value care, educate their colleagues, and participate actively in the care of their patients. 

Linking in-depth discussion of the oral presentation with differential diagnosis and high value care,  Presenting Your Case   is a valuable resource for medical students, clerkship directors and others who educatestudents on the wards and in the clinic. 

• Oral case presentation
• Differential Diagnosis
• Five-Minute-Talk

Clifford D. Packer, MD

Professor of Medicine

Department of Medicine

Case Western Reserve University School of Medicine

Louis Stokes Cleveland VA Medical Center

Cleveland, OH, USA       

Book Title : Presenting Your Case

Book Subtitle : A Concise Guide for Medical Students

Authors : Clifford D. Packer

DOI : https://doi.org/10.1007/978-3-030-13792-2

Publisher : Springer Cham

eBook Packages : Medicine , Medicine (R0)

Copyright Information : Springer Nature Switzerland AG 2019

Softcover ISBN : 978-3-030-13791-5 Published: 14 May 2019

eBook ISBN : 978-3-030-13792-2 Published: 29 April 2019

Edition Number : 1

Number of Pages : XIV, 196

Number of Illustrations : 8 b/w illustrations, 9 illustrations in colour

Topics : General Practice / Family Medicine

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Mastering the Art of Case Presentations: A guide for allied health students

Understanding the Purpose of Case Presentations

As allied health students progress through training and begin clinical experience, case presentations become important to communicate with clinical supervisors effectively . Mastering the art of case presentations allows students to succinctly convey patient information, including relevant history, symptoms, and examination results. Additionally, case presentations allow students to demonstrate their clinical reasoning skills, including their ability to formulate differential diagnoses and develop evidence-based treatment plans. 

The Patient Information Pyramid

At its core, a case presentation is a patient history summary, with all of the clinically irrelevant information omitted. Similarly, a clinical impression is a distilled case presentation. This is represented graphically below:

No matter how junior or senior an individual is in an organization, there will always be times when they need to convince others why they should fund them, choose them, or do anything else they want them to do. Sometimes an informal, but convincing, argument is enough. Often, it isn’t. Those are the times you’ll need to prepare a business case in order to change their mind.

What is a Business Case?

A business case is a document that presents the costs, risks, and benefits of a particular initiative, justifies the investment , and pitches why decision-makers should approve of the recommendation. Students pursuing an  MBA with a specialization in marketing  are often asked to prepare different business case studies to improve their business forecasting and analytics skills.

Depending on your organization and endeavor, this will be anything from an informal document to a formal presentation before stakeholders. Regardless of the format, a business case aims to convince people if a project or initiative is worth investing in and why one particular approach is better than others.

A Business Case Is Not a Project Proposal or a Project Plan

Don’t get a business case mixed up with a project proposal . While they have similar goals and will cover some of the same topics, they’re not quite the same thing. A project proposal focuses on what a project is, delving into many of the details like deliverables and timelines. They are also different from project plans , which explain how a project will be executed and have much more detail. A business case, on the other hand, is about why people should invest in your initiative.

When You Should Create a Business Case Presentation?

You should create a business case presentation any time you need to convince a manager or stakeholder to make a decision, where an informal conversation is not appropriate or enough.

Common reasons to create a business case presentation:

• Asking for new funding, more funding, or a continuation of funding
• Changing the scope of a project
• Starting a new project
• Requesting a policy change
• Asking for an exception to a rule
• Adding resources to a project or team

How to Create a Business Case Presentation?

While you might be eager to jump in and share the initiative you believe in, it’s a good idea to step back and make sure you prepare a solid case. The more concrete details, facts, and figures you have, the stronger your business case will be. The main sections of a business case will be the context of the situation, problem statement, opportunities, financial analysis, and solution description.

If you’ve never made a business case presentation before, consider using a business case template or try our AI presentation maker to help guide you through each step. Here’s a short summary of each of the parts of a convincing business case presentation.

Step 1. Establish Context about the Current Situation

Not all audience members will immediately know what the current situation is leading up to your initiative. Briefly lay out the background of the idea. Note that this isn’t the problem statement, which will follow.

Step 2. State the Problems

This slide is where you can impress upon your audience the importance of the problem, and therefore, why the solution you’ll soon present is necessary.

When describing the problems, think about the direct and indirect effects of the situation, as well as the internal and external implications. Include statistical analysis if you’re already seeing negative effects because of the situation.

Step 3. Evaluate Opportunities

Your solution needs to be directly related to the stated problem. Here you can list, side-by-side, the opportunities you foresee to address problems. This section is a segway from your problem to your solution.

Another way to present this section is to analyze potential causes of the previously stated problem. This would then be the step to introduce the possible approaches, before settling on the one you’ve chosen to pitch.

Step 4. Analyze Finances

The numbers are probably the most important thing on stakeholder’s minds. They can make or break your business case. Present the current financial situation and compare it to the numbers you could be achieving if they choose to fund your initiative. Additionally, emphasize the potential for increased revenue through the implementation of a recurring payment system , which can provide a steady stream of income for your business.

Step 5. Describe Solution

Now that you’ve impressed the need for a change on your audience, it’s time to propose your solution. The format of your solution description will depend on what kind of decision you’re promoting. Generally speaking, you’ll want to briefly outline what needs to be done, how it will be done, who will do it, and when it will be done. Let’s look at sample solution formats for each of the examples from the introduction:

• Convincing the project manager to add you to a team: List the skills you have, how they relate to the needs of the project, and what you’ll be able to achieve once part of that team.
• Convincing your boss to commit time to fixing a product issue: List how you can fix the issue, how much time it will take, how many resources it will take, and how much it will cost, especially when compared to the alternative.
• Convincing HR to give an employee a raise: List how much of a raise your employee will need, any other non-monetary benefits that could work, and the advantages of retaining that talent.
• Convincing the board to open a new office: This initiative is clearly much more complex than the previous examples, which means it will require a much more in-depth business case document. However, in the business case presentation, you can list the costs, forecasted ROI, resources needed, and potential benefits of opening up the satellite office.

10 Tips for Presenting Effective Business Cases

• Use unique and attention-grabbing visuals. Chances are a board of directors or management team has seen a lot of business cases. Make sure yours doesn’t look just like everyone else’s.
• Clearly state your recommendation and required investment.
• Don’t shy away from costs and risks.
• Evaluate various scenarios when presenting your solution.
• Don’t forget to practice presenting your business case when preparing the documentation.
• Use an appropriate story alongside facts and figures to hook your audience, as recommended by the Harvard Business Review . 
• Don’t add too much data to your PPT slides. Remember that the rest of your details will be in the business case document.
• Involve your audience by making eye contact, mentioning specific examples they may have heard about or been involved in, and even making appropriate jokes.
• Brainstorm potential questions your audience may ask and incorporate them into your presentation. 
• Prepare both a long version and a short version of your business case presentation. You might be expecting an hour to pitch your idea to stakeholders, but you might just get a few minutes while walking down the hall to an emergency meeting.

Conclusion: Do Your Initiative Justice

You have a good idea. Maybe it’s a project you really believe in, a decision that just has to be made, or a strategy that will change the game for your organization. Whatever the case, your initiative won’t get approval if you communicate it ineffectively. Create a convincing business case and present it effectively and you’ll see decisions going your way in no time.

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Case Presentation Skills

Communicating patient care information to colleagues and other health professionals is an essential skill regardless of specialty. Internists have traditionally given special attention to case presentation skills because of the comprehensive nature of patient evaluations and the various settings in which internal medicine is practiced. Students should develop facility with different types of case presentation: written and oral, new patient and follow-up, inpatient and outpatient.

Prerequisite

Basic written and oral case presentation skills, obtained in physical diagnosis courses.

Specific Learning Objectives

• components of comprehensive and abbreviated case presentations (oral and written) and the settings appropriate for each.
• present illness organized chronologically, without repetition, omission, or extraneous information.
• a comprehensive physical examination with detail pertinent to the patient’s problem.
• a succinct and, where appropriate, unified list of all problems identified in the history and physical examination.
• a differential diagnosis for each problem (appropriate to level of training).
• a diagnosis/treatment plan for each problem (appropriate to level of training).
• orally present a new patient’s case in a logical manner, chronologically developing the present illness, summarizing the pertinent positive and negative findings as well as the differential diagnosis and plans for further testing and treatment.
• orally present a follow-up patient’s case, in a focused, problem-based manner that includes pertinent new findings and diagnostic and treatment plans.
• select the appropriate mode of presentation that is pertinent to the clinical situation.
• demonstrate a commitment to improving case presentation skills by regularly seeking feedback on presentations. accurately and objectively record and present data.

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• v.36(12); 2021 Dec

The Oral Case Presentation: Time for a “Refresh”

Rebecca rodin.

1 Department of Medicine, University of Toronto, Toronto, Ontario Canada

Sagar Rohailla

2 Department of Medicine, North York General Hospital, Toronto, Ontario Canada

Allan S. Detsky

3 Institute of Health Policy, Management and Evaluation and Department of Medicine, University of Toronto, Toronto, Ontario Canada

4 Department of Medicine, Sinai Health System, Toronto, Ontario Canada

Associated Data

Despite enormous changes in medicine over the last 50 years, the oral presentation of newly admitted patients remains a core activity in academic teaching hospitals. With increased pace and complexity of care, it is time to refresh this tradition, as its efficiency and utility in contemporary practice are open to question. In this paper, we suggest a revised structure to help presenters organize their thoughts before the oral presentation and provide an online tool for doing so. We then offer tips on how to present the facts and inferences to the team in a compelling and memorable fashion; how to tell a story. Organizing information and oral presentation are advanced skills that require repeated practice to learn.

Supplementary Information

The online version contains supplementary material available at 10.1007/s11606-021-06964-6.

General internal medicine inpatient units in North American academic medical centers feature routines that reflect the team hierarchy and workflow of patient care. Resident physicians and medical students gather data about patients they admit to the hospital, and present that information, their inferences, and plans to the other members of the team including the attending physician, who also uses that opportunity to evaluate the learners’ clinical skills. The purpose of this oral case presentation is to transmit a mental image of a patient’s story (including diagnostic possibilities and treatment plans) from the speaker to the listeners using a story-telling technique. 1 The story features several main components: identifying demographics (the protagonist); chief complaint and history of presenting illness (the plot); past medical, social, and family history (the context); physical examination and test results (rising or falling action); and summary assessment and diagnostic and treatment plan (resolution).

Medical students are taught at a rudimentary stage to be thorough when gathering the data about their patient—to leave no stone unturned. This tradition dates back more than a century, 2 and while some aspects of the process have evolved over time, learners are still encouraged to explore an exhaustive and detailed list of positive and negative findings. 3 – 5 Learners are then encouraged to display their thoroughness by reciting all of these details during their oral presentations, in part to transmit the data, and in part to show they gathered it. While such traditions have nostalgic appeal, their efficiency and utility in contemporary practice are open to question.

In the modern era, patient volumes and acuity are high, and many more and different physicians participate in the care of individual patients 6 —the pace of medicine is faster. Time constraints require effective and efficient communication to ensure that the mental image of each patient is successfully transmitted with information that is sufficient but not overwhelming. There is therefore an urgent need to modify the structure of the traditional oral case presentation for new patients to better suit this evolving landscape of chaos and cacophony. 6 , 7 In this paper, we first suggest a revised structure to help presenters organize their thoughts before the oral presentation and provide an online tool for doing so. We then offer tips on how to present the facts and inferences to the team in a compelling and memorable fashion. The process we describe here takes place between the time the consultation or admission note is written and the patient is presented to the rest of the team. This preparation technique can be used for either bedside or classroom presentations.

TEMPLATE FOR ORGANIZING INFORMATION BEFORE THE PRESENTATION

Learners should be instructed to complete this form ( accessed here ; Fig. ​ Fig.1) 1 ) for each patient they admit to hospital. We suggest providing paper or electronic copies delivered from and to Health Insurance Portability and Accountability Act (HIPPA)–complying email addresses to each team member at the time of the oral presentation as a visual and cognitive aid. Although some might argue that visual aids may take away from the story tellers’ ability to captivate their audiences, we find that listeners often get distracted, so the visual aid helps to bring them back. This fillable template comprises a series of nudges that cue the presenter to share information that listeners need to know about each patient (Table ​ (Table1). 1 ). It differs from the way the story is told orally, with some of the information left unspoken (hence the need for providing copies).

New patient template.

Cognitive Nudges for the Oral Case Presentation

The top of the form designates two content areas that are commonly overlooked by trainees: (1) patient identification, contact, and insurance information; (2) names of prior treating physicians: primary care physician, specialists relevant to the current issue, and referring physician. Gathering these names enables other members of the team to communicate with any of these physicians to learn more about the patient, discuss their treatments, provide updates in real time, and secure follow-up upon discharge. Verbal confirmation of contact information from the patient or family member is essential to ensure that follow-up care occurs—we have all experienced the frustration of trying to arrange care when the documented phone number turns out to be incorrect.

The form’s medication section uses the following subheadings: new medications, changed medications (i.e., dose or frequency changes to existing medications), stable cardiac medications, stable respiratory medications, and other medications (e.g., diabetes drugs, analgesics). This format differs from the typical presentation of patient medications, which is often loosely organized by system or disease (e.g., cardiac drugs first, respiratory drugs second, diabetes drugs third, analgesics fourth). While systematic, that approach may make new or changed medications easy to miss. Our structure helps to identify drug-related complications and toxicity, which account for approximately 15% of all hospital admissions, a proportion that grows with increasing age, comorbidity, and polypharmacy. 8 Drawing attention to the “new” and “changed” categories on the admission template helps to ensure that the presenter and the receiving team consider these as possible causes of a patient’s presentation to hospital.

The next section of the admission template comprises the main narrative, organized into 10 “focal findings” that best summarize the patient’s story. This task requires the presenter to reflect and synthesize information, particularly in complex cases, from the history, physical exam, and investigations. The first focal finding of every case should always be the identifying demographics: age, sex, gender, and whence the patient came (e.g., home, another hospital, long-term care, shelter).

The second focal finding should be the chief concern—the patient’s reason for coming to hospital in their own stated words. In reporting this finding during the oral presentation, the presenter should be explicit in describing the reason for the patient’s transition from where they were (e.g., home) to where they are now (i.e., the hospital). Identifying both the primary symptom of the patient and the trigger for coming to hospital focusses the listener on why the patient is under their care. For example, a patient with abdominal pain for a few weeks may have decided to come to hospital only when becoming unable to tolerate oral intake—raising important diagnostic considerations, such as bowel obstruction or acute kidney injury.

Following the identifying demographics and chief concern, the presenter has 8 focal findings left to describe the rest of the story. These may be anything from the patient’s history (including social context), physical examination, test results, or previous opinions from other clinicians that are relevant to the current presentation. Clustering related information together into a single focal finding can assist with efficiency in conceptualizing the patient’s story and disease processes. For example, “hepatitis B ➔ cirrhosis ➔ hepatic encephalopathy” could be listed as one focal finding and “alcohol use disorder ➔ prior withdrawal seizure ➔ last drink 48 hours ago” as another. Each focal finding should contain unique and relevant information for the listener to shape their mental image of the patient and to flag important issues. For example, penicillin allergy could be a clinically relevant focal finding for a patient presenting with fever, cough, and consolidation on chest x-ray, when antibiotic therapy may be considered. Such focal findings are communicated on the form not merely for the sake of documentation, but to stimulate a process of thinking about all the facts and findings of the case. Identifying which among them are important to understanding the cause and goals of this hospital visit helps to organize information in a way that tells a concise and coherent story about the patient.

The most important thing to note is that filling out the form is not about the writing, it is about the thinking: do not just write down all the facts again, write just a few words to evoke the key facts. It is worth noting that these steps, both the clustering of data into one finding and selection of the 10 most important findings, are advanced skills; they will take time and repeated practice to learn.

THE ORAL PRESENTATION: HOW TO TELL A COMPELLING STORY

The oral presentation of the story from the ten focal findings can still follow the traditional outline. But we offer the following advice to make it compelling. After stating the identifying information and chief concern, some learners have been taught to give the past medical history in detail. Doing so frustrates the listeners; they want to know why the patient is here now! So while you can list the bullet points of the past history that are relevant to the story first, get to the “history of present illness” (HPI) as soon as possible. One way of signaling the sections of the story is to begin the HPI by saying, “The patient was last well (or in their usual state of health) X days ago, when she noticed the onset of….” This phrase gives the listener the temporal context (like “once upon a time”) which is always an important feature of their story.

Beginning the physical exam section should start with the general inspection. 9 The following phrase is useful here: “When I walked into the room, I saw an X-year-old person who looked….” 9 This cue allows the listener to generate a visual image and often forecasts the end of the story—the diagnosis, treatment, or disposition plan. The remaining physical examination and laboratory findings should be communicated as concisely as possible. Stating, for example, that there were “no peripheral stigmata of infective endocarditis,” can be more effective than listing, “there were no Osler nodes, no Janeway lesions, no splinter hemorrhages, no petechiae” in a patient with fever and new heart murmur. By recording the medications on the form, the presenter does not have to state them if they are not a key part of the story—let the team read them without speaking them. Similarly, there is no need to restate all the blood tests and imaging interpretations; just list the important ones in the template and let the audience ask for others if they need to. Again, doing so is an acquired skill; novices will need to learn it.

SUMMARY, INFERENCES, AND PLANS

The final portion of the oral presentation is the summary, inferred diagnoses, and plans for further tests and treatment, which are reflected in the second half of the admission template form. It is essential, but often challenging, for presenting trainees to commit themselves to their leading diagnostic hypotheses and to explain their reasoning. The admission template facilitates this process by providing a previously published matrix with organ systems on side (e.g., cardiovascular, respiratory, integumentary, hematologic) and etiologies across the top (e.g., infectious, neoplastic, vascular, autoimmune, toxic/metabolic/endocrine). 10 Balanced and critical thinking are required to avoid being led astray in the grand search for unlikely or rare diagnoses, on the one hand, or coming to premature diagnostic closure, on the other. While this matrix has many cells, the purpose is to make the learner commit to the top 2 or 3 diagnoses which can be presented in order of descending probability. And the plan can be limited to the key steps of the patient’s management; the detailed order list can be reviewed after discussion with the team. Of course, the team may well broaden the inferences and plans beyond those listed on the template during and after the oral presentation; but that is the point of learning from patients. An example of a patient story with a completed template is available in the Supplementary Materials as a reference guide.

Organizing thoughts with this template before presenting the story orally may be of particular value to trainees who are learning to perform this skill early in their career. They may also benefit from rehearsing before presenting to the entire team, recording their presentations, and listening back to them to better hone their skills.

The oral case presentation is an art and a skill that has endured through the technological transformation of medicine and takes practice to master. Its most important function is for listeners to absorb key information to determine if the inferences and plans need modification. It is also a stressful experience for early learners because the stakes are high if the information is wrong and because it is one of the key times that they can showcase their critical thinking. While there are many other methods of evaluating learners, we contend that oral presentations dominate the impression they make on their teachers.

We have provided a series of cognitive nudges, in the form of an online tool, and advice about how to tell the story that supports developing presentation skills by cuing both presenters and listeners to think about the salient points in the patient’s story. This process does involve an extra step, and therefore more work. But we believe that especially for early learners (medical students and first year residents), this additional work on the part of the presenter reduces the work and mental energy expended by the listeners in a way that improves overall efficiency. Modifying the ritual of the oral case presentation to meet the demands of modern medicine can help to ensure that information is successfully transmitted. Future work might include ways to incorporate this framework into the electronic medical record or billing processes. For now, we will settle for improving the way we tell each other our patients’ stories.

(PDF 197 kb)

Acknowledgements

We thank Gurpreet Dhaliwal (University of California San Francisco) and Patrick D. Clarke (University of Vermont Medical School) for providing valuable comments on an earlier draft. He was not compensated for doing so.

Publisher’s Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

• Help & FAQ

A guide for interprofessional case presentations

• School of Clinical Sciences at Monash Health
• Medicine Alfred Hospital
• School of Nursing and Midwifery

Research output : Contribution to journal › Article › Other › peer-review

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• 10.1111/tct.12220

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• RM sElocation

T1 - A guide for interprofessional case presentations

AU - Gilbee, Alana

AU - Baulch, Julie

AU - Leech, Michelle Theresa

AU - Levinson, Michelle Rose

AU - Kiegaldie, Debra Joy

AU - Hood, Kerry Lee

N2 - Opportunities for interprofessional learning (IPL) and the promotion of interprofessional (IP) communication at the undergraduate level are important goals of health science faculties. IPL activities with shared curriculum validity to promote full student engagement can be challenging to identify. Case presentations that focus on patient-centred learning are one type of activity that is likely to have clinical relevance to all undergraduate groups. Guiding students and facilitators on this approach using a structured framework is necessary to maximise the desired IPL outcomes. Context: The framework was informed by two settings. Firstly, by a large metropolitan health service that provided IP clinical placements (ICPs). Six 2-week placements in aged care rehabilitation were completed by medical, nursing and allied health students Secondly, by a an inner Melbourne private hospital where weekly IP case presentations were established. Innovation: The innovation was a framework developed by clinical teachers and academics across two health services to guide facilitators and students participating in an IP case presentation. Implications: This framework, highlighting both strategies for success and potential pitfalls, may provide a guide to teachers wishing to establish student IP case presentations within their health service or clinical placement context. The deployment and use of this framework may then provide a basis to evaluate IP case-based presentations for formative or summative student assessment.

AB - Opportunities for interprofessional learning (IPL) and the promotion of interprofessional (IP) communication at the undergraduate level are important goals of health science faculties. IPL activities with shared curriculum validity to promote full student engagement can be challenging to identify. Case presentations that focus on patient-centred learning are one type of activity that is likely to have clinical relevance to all undergraduate groups. Guiding students and facilitators on this approach using a structured framework is necessary to maximise the desired IPL outcomes. Context: The framework was informed by two settings. Firstly, by a large metropolitan health service that provided IP clinical placements (ICPs). Six 2-week placements in aged care rehabilitation were completed by medical, nursing and allied health students Secondly, by a an inner Melbourne private hospital where weekly IP case presentations were established. Innovation: The innovation was a framework developed by clinical teachers and academics across two health services to guide facilitators and students participating in an IP case presentation. Implications: This framework, highlighting both strategies for success and potential pitfalls, may provide a guide to teachers wishing to establish student IP case presentations within their health service or clinical placement context. The deployment and use of this framework may then provide a basis to evaluate IP case-based presentations for formative or summative student assessment.

UR - http://onlinelibrary.wiley.com/doi/10.1111/tct.12220/pdf

U2 - 10.1111/tct.12220

DO - 10.1111/tct.12220

M3 - Article

SN - 1743-4971

JO - The Clinical Teacher

JF - The Clinical Teacher