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The Competency Conversation: Building Structure to Support CBE, Leslie Morris

July 27, 2026

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[Auto-generated transcript. Edits may have been applied for clarity.]
Narrator: Welcome to the Competency Conversation Building Structure to support competency based Education,

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presented by the MUSC Center for the Advancement of Teaching and Learning and the team at the Learning Curve podcast.

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Welcome back to the Competency Conversation.

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Julia Liebenrood: Today we're joined by Leslie Morris, IT and online education manager for the Graduate Medical Office at the Medical University of South Carolina.

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Leslie brings a unique perspective at the intersection of technology, online learning,

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and graduate medical education, where she supports the design and delivery of digital learning experiences.

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And this conversation will explore how technology and innovation are helping to advance

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competency based education and support learners across clinical training environments.

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Leslie, we're so glad to have you. Leslie: Thank you. I'm happy to be here. All right.

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To get us started, when you hear the phrase competency based education. What does it mean to you in practice?

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So really in my role now, it's all competency based education.

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We are at the level where we're preparing residents and fellows for their actual practice.

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Um, so there's no gray area, right? It's can you perform this procedure or can you not?

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Um, the graduate milestones that they have are very clear and outlined.

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Well, and then we have more and more programs adopting and trustable, uh, professional activities which I know are popular among medical students.

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Our medical programs for students now, too. Um, so in my current role, it's it's daily, right?

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It's a daily practice. Um, before, though, it really wasn't right, because there is a lot of, you know, do I have to, um, you know, what?

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Do I have to learn this to be part?

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Or why is this part of my career? And it's hard to answer that question when it's not necessarily going to be part of their career, you know?

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So when I first started, I mean, this was years and years and years ago when I was in K-12 system I,

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when technology was coming out and was becoming more forefront, I started to ask the question, if you can Google it, why are you asking it in class?

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If they can Google an answer, why are you asking this? You know.

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And I got a lot of flak for that. But it's kind of the truth.

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Like, why are we even spending time on this, where you could spend time on much more quality education,

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which really does become competency based education? It's objective.

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Um, like I said, there's very rarely is there a gray area.

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Um, it just really makes a lot more sense to be observing someone.

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And then if you want to say, grading, grading someone with competencies rather than, you know, can you do it,

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can you not rather than good job or I didn't observe this or you know,

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how did you perform on this one exam that just has questions that are true false.

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A, b, c, d. It's not going to help you in practice.

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So it's kind of been refreshing actually in my new role to be immersed in competency based education because there's not really another choice.

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Yeah. So it's been great. Yeah. And I appreciate you sharing that.

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It's kind of like refreshed and invigorated. Your passion for education is what I'm getting from you.

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And we've heard that from our other folks that we've talked to is that it's like brought a new spark to education

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that they either didn't see coming or they were like hoping to have back that they may be used to have.

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Um, so I felt that in my own practice as well, that this was something that gave me a lot of hope.

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And I also got to see firsthand the benefits of this kind of approach.

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And it was like, once you see it, you really can't do it another way because you see how impactful it is,

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not only for the students, but for what they're going to do in the future. Um, and how we're setting them up for success.

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So you said that competency based education shows up a lot in your current role that you're working on this daily.

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So tell me a little bit about where you guys are in your kind of rollout of this, and maybe the projects that you're working on right now.

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So our accrediting body, um, the Acgme, they basically defined these milestones for residents and fellows.

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And there's kind of there's these buckets that, um, every resident and fellow has to, quote unquote, pass in order to graduate.

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Every program has better definitions within those buckets, I guess you could say,

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but they all have to at least meet their milestones in order for them to graduate on

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time and everything from professionalism to your medical knowledge to patient care.

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Each one is its own kind of bucket. And then they have sub competencies within.

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And so the sub competencies are really where we get to kind of the meat of observation and then evaluating residents of fellows.

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And so they have a couple of evaluations. One that we look at is their rotation evaluations.

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So at the end of our rotation when they finish um, clinic rotation, whatever it may be,

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the faculty members will fill out an evaluation based on how they performed, you know, during that month or during that period.

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Um, and then every six months and every year we have these clinical competency Committee meetings where the entire faculty

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get together are a lot of faculty get together and they look at the milestones individually and they start asking like,

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how? How do they perform in their rotations?

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Did they meet these individual milestones and they actually fill out an additional evaluation six month and year with the actual evaluations,

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like based on the actual or based on the actual competencies?

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And so one thing, one goal that I have is I really would like to take these rotation evaluations.

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And one of the things I want to start doing is really helping them map those rotation evaluations to the actual competencies.

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There's a way to do this in our system that we have now, and I've seen a little bit of it,

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but I kind of want to kick it up a notch and take it up another level.

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The other thing I've noticed that looks really promising is these entrust professional activities.

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So I've seen more and more fellowships actually. So our fellowships are more defined right there.

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They're kind of more. Um, their skills are more honed into an exact, uh, area.

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And so what I've seen with those is they have EPAs,

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and I've seen their evaluations really honed in on the EPAs themselves, which is really neat to see.

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And so taking those and connecting them to the competencies, I think is kind of the next step there.

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But, um, I'm, I'm excited that it's heading in that way.

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Right. Um, I even have a couple of residencies that are pretty large that are actually adopting EPAs to more and more.

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Um, it's not new, but it's kind of new to some programs here and how those work and how to evaluate those and evaluate them.

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Well. Um, so I think another thing is kind of training faculty on the observation side of things.

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and kind of being making sure that you're objective, not subjective I think is another big piece.

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Mhm. Yeah. So what tool are you guys using.

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You said that the platform y'all are using. What is that that y'all are using within your program.

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So we have our electronic electronic residency management system is called Med Hub.

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And that's where our evaluations are housed right now. And so that is basically all of our evaluations come out of there.

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So all resident and fellow evaluations both rotations six month year.

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They're all there so that you can get a great picture with aggregate evaluation data of individual residents and fellows.

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The one thing that we want to really work on is, again, kind of helping our faculty, uh,

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really kind of answer those questions in a really objective way again, but also refrain from saying good job did well, right?

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Yeah. Those things. So because what we find is that a lot of the times,

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the comments actually really kind of help in those six month in year evaluation settings, those meetings.

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So it sounds like y'all are looking at the data alongside faculty and you're asking them to reflect,

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be objective, give clear, consistent, constructive feedback.

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When are these conversations happening? How often are you able to coach up our faculty?

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So it's not me. It's actually a program directors who do it. We oversee and will help in any way in the GMI office.

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I'm looking at evaluations now, actually kind of reviewing those, but it's our program directors who meet with the faculty members.

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And this is a requirement actually. So every six months, every year they have to.

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So it happens around they start around May end in June, uh, for those that are ending their year, ending their fellowship, graduating.

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So those types of things and kind of determine they really that group determines

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whether or not the resident or fellow is going to move on to the next year. Did they meet these competencies to move on to the next year?

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Um, and then the six month ones happen around start in November ish.

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Go through to about January. Yeah.

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And not only are we doing this for our accredited programs, but for the programs that are not accredited through Acgme,

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but have their own accreditation with another with another affiliate.

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And so we're looking at those two now. So we have educational oversight.

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It kind of has spread out a little bit over um, not just accredited but non non acgme programs as well.

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So yeah. And you said you're beginning to look at some of that data as you start to look at it.

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What kind of things are you noticing. So one thing is I think we need some.

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So one thing actually I've heard feedback, which has been fantastic.

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Feedback from faculty themselves is can we please not have a 20 question evaluation

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after a month rotation on the 15 residents I worked with in this rotation?

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Yes, we can help you with that. We can kind of get drilled down to the questions that actually mean something.

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Not that, you know, the questions that are 20, the evaluations that are 20 questions wrong don't mean something, but there is a better way, right?

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There is a better way to ask. So helping. That's one of the pieces of feedback I've heard from faculty.

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Um, the other is kind of the delivery option too.

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We have some cleanup to do on that, and I feel like so right now we can automate evaluations.

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Not sure that's the best when you want to collect the most accurate data.

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So we're looking at the delivery of those as well.

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Um, then with the data specifically you know, are they meeting where they need to be?

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And really, we use it for any kind of resident who may be struggling in an area.

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We take a deeper dive to where we can in our office to look at where they are.

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Our Dio doctor tally, she has access to all of them as well.

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Um, so she can help anybody who may be struggling in an area or help that program director.

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So it's important that we have not just accurate data, but also data that's going to really tell the story of the resident themselves.

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And that's what I really want to start kind of instilling in our programs.

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Um, are those questions that are going to not just be accurate but also really help drive, you know,

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whether or not they can truly graduate from their residency or their fellowship and how they did.

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Um, and the faculty can answer with confidence how they did.

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That's my goal. Yeah. So going to take us back a little bit.

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So you mentioned at the beginning of this that why are we asking questions to folks that can Google students, young students at Google.

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So in today's age, why are we giving them prompts or assignments that they can just use AI for?

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So I would love to hear a little bit more about how you see AI intersecting within competency based education and kind of,

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you know, what your mind goes to when we think about those two things in conjunction.

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Absolutely. So, um, one of the things that I've done in the past is I've been one of the like a co facilitator for our Clinicians as Educators course,

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which has been awesome, enlightening, has been fantastic. And we and thank you for helping us with that, by the way.

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Um, I love that project. Yeah. It was that was awesome.

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So one of the things we did this year is we asked them for specifically for scenarios, for a feedback situation.

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And, um. Basically when I got there.

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All of their projects back or all of their feedback questions back.

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And the reason why we do that is because part of competency based education is a lot of scenarios,

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a lot of like, let me learn from this situation kind of thing.

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So we had them fill out or we had them write up,

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basically a feedback scenario of an attending and a resident of an upper level fellow and a resident, like how would this feedback situation go?

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Something bad happen, something good happened on my rotation. Let's discuss it.

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Let's, you know, let's get to the bottom of what happened. Keep it open.

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Um, you know, make sure that it's a kind environment and all.

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What was funny is that a lot of them had the same doctor, and it was doctor Patel was the attending,

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and the resident was maybe Richard or something like that.

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And I was like, how did all of these people have the same name? Well, then I put in my own into copilot.

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Sure enough, it gave me Doctor Patel as the attending, and it gave me a resident name.

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And I was like, that is so interesting that it was the same throughout, but it was not it wasn't bad quality.

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And you could what we did with that, it wasn't like we were expecting them to spend the most time writing out these scenarios.

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That's not the focus. The focus was bring it to class because we're going to pull yours potentially, and you're going to act it out.

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We're going to have two people act it out. Two different people that you don't know.

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Act out the scenario and talk about what went well, what didn't.

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So it was more or less kind of putting the putting the responsibility more on

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what we were doing in class rather than what we were doing outside of class,

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and I just thought it was interesting that they used it was clear that they used AI, which is fine.

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You know, to us we're fine with that. It's just what you do with it, you know, is where is where the importance lies.

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Yeah, absolutely. And as a musk as a whole, we are starting to see more AI questions come up.

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Use within the courses. So what does AI look like within your programs.

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And are you guys trying to instill some of those AI, um, goals, competencies frameworks into the work that y'all are doing?

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So 100% is about stewardship, I think at our level.

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Um, and what I mean by that is just promoting good stewardship, right?

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Um, we do not have a we have drafts of guidelines that we have for programs.

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But again, we vary so greatly in our program.

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So, you know, we have everything from surgery to pathology, right?

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And they do not learn the same way. I mentioned different competencies or sub competencies within each one.

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And so they vary on how they would be using AI as well.

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But there's a few overarching kind of guidelines that we want to address.

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Right. So number one, obviously, even though we're protected you through our copilot license through a bar with Microsoft, I get that we're protected.

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It's still a good practice not to put patient information in there, right.

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So that's one kind of major thing that we want to address.

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Um, things like make sure you back up what you, what AI has told you, you know, is this truth.

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Does this make the most sense? Is this valid? And how can you validate it?

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And then I thought it was interesting, but our Dio said previously, she said, you know,

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what's interesting about that is you could be working with somebody and they also give you an answer.

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They're not AI. They're not using AI. But maybe a faculty member could be another fellow.

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Could be anybody gives you an answer. Are they also validated?

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Are you validating your answer with them? And I thought that's kind of interesting. Are you validating every answer that you receive?

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But I feel like with AI, because AI is still in the learning stage itself,

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especially our large language models, that we should be actually validating that.

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So that's another kind of stewardship practice that we want to get into. Um, or good stewardship practice.

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So we are starting these guidelines.

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We're also starting an AI, uh, committee for specifically for GMI because residents and fellows are kind of their own.

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We are our own little selves over there, kind of separate from students.

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Right. You've learned that to unique body. We really are.

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Yes. Yeah. So we have, we're going to have kind of a because it it kind of bridges.

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Right. So it's not just AI learning and an education and in you know, taking courses and that kind of thing.

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It's also in the clinic. Right. So we kind of have to bridge the two.

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Um because they're learning happens in clinical environments.

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So we're looking at those type of guidelines, the AI committee that we're going to have, we'll look at those guidelines,

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kind of write them out for program directors, making sure that they're broad enough so that they can,

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uh, so that they're applicable to all programs, but also giving the programs a little bit of choice in there and how they deal with,

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um, you know, the education of AI in their own program.

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Um, the access is another big thing right now. So, uh, our new brand new PG one start the 1st of July.

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So just in a little over a week And can they have access to Dax?

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Copilot day one right. Hot topic right now among a lot of our faculty.

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So it's kind of things like that that we want to help guide them but not give them a set.

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You have to do this. We just want to provide the best guidance we possibly can.

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And then in terms of education, our goal right now. So we've we kind of reach two out of our three goals.

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So the first one was we connected everybody and actually made it a mandatory this year for everybody to watch the MSCI module.

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That's in our day. So everybody in coming has watched that.

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So they understand really the understand kind of um I would say the principles here of AI right.

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So they've all watched that. The second step is we wanted to provide some kind of literacy.

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So cattle helped with that greatly. And connecting us with the deck.

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Um, so we have. We have. We're in the review stage of that right now.

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We have it right. But we have a couple of our residents fellows looking at it.

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Um, just kind of logging in to see, you know, if it's, um, if it's kind of applies to that level.

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And then part three is what our main focus is going to be this year.

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Um, we will have our curriculum committee really dive in and do an AI curriculum, but more, um, based on competencies than anything else.

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So we're going to get to that competency level with AI and actually using it, uh, in clinical situations, in the learning environment kind of thing.

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So that is kind of our last and final goal and put together a curriculum for our program directors to use,

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um, so that they can kind of so that they don't feel kind of island.

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Right. They're not like alone in this, that we we are there to support them and,

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and give them something that's quality, uh, so they can use it with their own residents of bellows.

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My one concern about that is I feel like there could potentially be a little bit of a gap.

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Um, meaning I wonder if our residents and fellows who are coming out.

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What does your medical school teach you?

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What did your undergrad teach you? Was it a thing? My guess is kind of no, since everybody's learning this or maybe different there.

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So I do think, uh, providing the AI at Musk module was really important to tell them these are our principles here and these are expectations here.

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So that's why we thought that step one was so important. We're trying to bridge that gap a little bit.

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And I can imagine that because you guys have students coming to you filtered through a bunch of different, you know, universities prior.

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They're all coming in with these different experiences, different expectations.

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But that's kind of the beauty with competency based education is because you have these very streamlined expectations laid out for folks,

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and you can see where all of your students or your residents or your fellows fall on that continuum and say, okay, they need to work on this aspect.

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Maybe their prior university didn't prepare them as much in this area, and that's like from the AI side.

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But I also feel like it's probably could help you guys within the content side of things too,

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because as more and more programs go to competency based education,

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I would venture to think that your students that are coming in as your residents and fellows are going to be more prepared,

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hopefully, because they've had these real world.

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You've talked about them, the EPAs, they've had experience in these, you know, situations,

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clinical practice, whatever it might be for their programs that they're coming in with a little bit of,

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um, a leg up because hopefully, you know,

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they're coming in with a stronger background because of the work that maybe their prior institution has done with them through CBE.

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That's what we're hoping. I mean, ultimately when they graduate here, we're saying that they can be your doctor.

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That's a lot of responsibility, right? So I think that's another reason why our accrediting body, the IG,

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has done extensive research in these different competencies and sub competencies to make sure that when they graduate,

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we can confidently say they can do these and perform these tasks at level.

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Yeah. When you bring the medical profession into it, is is, you know, in some situations it's life or death.

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And so we have to make sure that we can confidently put them into those situations to, um, you know, out into the world to help people.

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That's what we want to do. Um, throughout y'all's work and all of the things that you guys have done.

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Have there been any unexpected wins or anything that you're extremely proud of that you guys have done over in your office?

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Yeah, I mean, so the Clinicians as Educators course was specifically for, um, it went out to everyone, but I don't know.

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But it kind of it was tough because it was all in person.

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Um, not a lot of people can make it. Right. So they weren't able to kind of, um, join the course even though they may have wanted to.

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It was also a two year commitment, right? So it was there was a lot involved.

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And that is hard for a lot of folks, um, especially when residencies and fellowships,

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they are some finish in seven years, some finish in one, some finish in three.

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So our goal for that was we really wanted to make sure that everybody had an opportunity.

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So when the education committee took it on the first year, we had, I think 28 pretty sure, uh, were our graduates that year.

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And this past year we had 49. So that was a major increase, which was fantastic.

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We have a lot of interest in it. We have a lot of folks who really want to take that education pathway, which is fantastic.

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Um, and so we want to continue to grow that as much as we possibly can. So I would say that's definitely a win there.

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Um, I think that what we're developing, curriculum wise is also a huge win, starting with feedback.

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That's a major win to a lot of the other kind of, um, curriculum pieces that we've added.

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So one was, um, health care disparities. We have a great didactic talk from one of our faculty members who it's now broadcast to GM.

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They they can have access to it if they want to. They can review it and share it with their faculty.

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So I think that our education committee has made a lot of strides in kind of what we've always wanted to do,

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but just didn't have the staff, didn't have the time, didn't have the commitment where we were able to commit to it.

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We now are. That's probably the biggest one, is that we can commit to it now and really get our promises, you know,

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achieved, I think, and I think it's going to better our faculty and residents fellows in the long run.

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Yeah, absolutely. Completely agree. All right. Our last question for today wrap us up.

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What does building competence together mean to you.

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Building competence together I think is that feedback again with the resident fellow and faculty all the way up to our office to I mean,

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tell us, um, feedback is something that we all need to kind of be aware of.

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Right. And so you can't get better unless you unless you have really good feedback from someone, you can't better yourself.

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Um, I think it's working together and a coaching Kind of situation more so than it is.

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I'm the teacher. You will learn from me, right?

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Um, we instill that especially in our kind of upper level residents and fellows, that you are really a coach to our incoming.

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Right? More of a coach to students helping them through that coaching process rather than like you will do what I say kind of thing.

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Um, so I think it's really the one on one, um, and being able to do that in a safe environment to, um,

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knowing that you can go to our faculty members and knowing that you can have an open discussion with them and that there's not that retaliation,

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that's huge as well. So being comfortable to have those conversations.

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Um, and that's what we're trying to instill is that coaching, but also in a safe environment for folks.

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Well, I really appreciate your time today. Thank you so much for joining us. And, um, we'll see you next time.

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Absolutely. Thanks so much.

In this episode of The Competency Conversation, Leslie Morris offers a systems-level view of competency-based education at the intersection of technology, data, and clinical training. Drawing from her work supporting residents and fellows, she explores how clearly defined competencies, milestones, and Entrustable Professional Activities (EPAs) are shaping how performance is observed, assessed, and ultimately trusted in practice. Leslie also highlights the role of technology platforms and data in telling a more complete story of learner development, while emphasizing the importance of meaningful, actionable feedback over generic evaluation. As the conversation turns toward artificial intelligence, she reflects on how emerging tools are influencing both teaching and assessment, and the need for thoughtful integration grounded in strong educational principles. This episode offers a forward-looking perspective on how innovation, clarity, and collaboration can strengthen competency-based education in complex clinical environments.

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Julia Liebenrood

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Alex Walters

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