Guidance on Critical Reasoning, Team Learning and Safety-focused practices in Veterinary Clinics
Veterinary care is about more than clinical knowledge and technical skills - it’s about thinking critically, learning from experience, and supporting the wellbeing of patients, clients, and the whole team. This guidance uses current evidence and regulatory expectations to support veterinary teams in embedding safety-focused practices such as near-miss reporting, morbidity and mortality (M&M) rounds, and Schwartz rounds into everyday clinical work. It aligns with the Veterinary Council of New Zealand’s CPD framework and draws on insights from multiple professions and recent veterinary research.
Why This Matters
- For patients: Safer, higher-quality care through shared learning and prevention of repeat mistakes.
- For clients: Greater trust and transparency, knowing their animals are cared for by a reflective, learning-focused team.
- For the team: A supportive, non-blame culture that values everyone’s input and wellbeing, and that encourages competence and personal development.
The CPD Requirement: Critical Reasoning in Practice
The Vet Council's CPD framework requires veterinarians to plan, participate in, and reflect on learning activities that go beyond clinical knowledge and technical skills. Critical reasoning - how you think, analyse, and make decisions- is a core area of competence.
This includes:
- Reflecting on cases and outcomes (good and bad)
- Participating in team discussions and reviews
- Engaging in structured analysis of incidents and near misses
Near Miss and Adverse Event Reporting
Errors, sometimes called misadventures, are acts of omission (didn’t do) or commission (did do but shouldn’t have) that could or did lead to unintended outcomes. Near misses are incidents that could have caused harm but did not; adverse events result in actual harm. Reporting these events is essential for learning and prevention.
Common veterinary errors include drug errors, communication failures, and treatment-related incidents. In a teaching hospital study, oversight, drug, iatrogenic, and staff-related errors were most frequent. Barriers to reporting include fear of blame, lack of systems, and emotional distress. A non-punitive, confidential reporting culture is vital to encourage openness and improvement.
- What: Reporting incidents that could have caused harm (near misses) or did cause harm (adverse events).
- Why: These are powerful opportunities for learning and prevention, not just for the person involved but for the whole team.
- How: Use a confidential, non-punitive system. Focus on what happened and why, not who is to blame. Share learnings with the team.
Morbidity & Mortality (M&M) Rounds
M&M rounds are structured, confidential forums to discuss complications, errors, and near misses. They support root cause analysis, team learning, and emotional processing. Cases typically include deaths, 'never events'¹, safety incidents, and near misses. Discussions use tools like SBAR² (Situation-Background-Assessment-Recommendation (Pang et al. 2018)) and fishbone diagrams³ (also known as cause and effect, Ishikawa, or Fishikawa diagrams (Pang et al. 2018)) to identify contributing factors and generate recommendations. Regular M&M rounds help build a culture of safety and continuous improvement.
- What: Regular, structured team meetings to discuss complications, errors, and near misses.
- Why: These rounds are a cornerstone of learning in medicine and are now recommended in veterinary practice. They foster openness, collective problem-solving, and continuous improvement.
- How: Make them inclusive. Invite all clinical and support staff. Use structured analysis tools (like the SBAR² tool). Focus on learning and improvement, not blame.
Schwartz Rounds
Schwartz rounds provide a structured space for veterinary teams to discuss the emotional and ethical challenges of their work. They focus on sharing experiences, supporting wellbeing, and fostering compassion. These rounds help normalise emotions, reduce moral injury, and build team resilience. They are inclusive, non-blaming, and complement M&M rounds by addressing the human impact of clinical work.
- What: Facilitated forums for staff to discuss the emotional and ethical challenges of their work.
- Why: Veterinary work can be emotionally demanding. Schwartz rounds help teams process difficult experiences, support each other, and build resilience.
- How: Hold regular sessions open to all staff. Focus on sharing experiences and supporting wellbeing, not clinical details.
Making It Work in Your Practice
- Integrate these activities into your CPD plan and regular team routines, e.g. a weekly surgical or clinical care team meeting.
- Encourage open, honest participation from everyone.
- Record learning outcomes and changes made as a result.
- Review and update your approach regularly as part of your CPD cycle.
Building a Safety Culture
A safety culture includes openness, trust, learning, and system-level thinking. Errors are often due to system factors, not individual failings. Leadership plays a key role in creating a non-blame environment where staff feel safe to speak up. Approachable leaders, structured communication, and team-based problem solving are essential. Supporting 'second victims', e.g. clinicians affected by errors, is part of a just culture.
CPD plans should cover all aspects of competence, including reasoning, communication, and wellbeing. Embedding these insights into CPD activities and team discussions strengthens clinical reasoning and improves patient safety.
References and links to further reading
- BMJ 2000;320:759 Reporting and preventing medical mishaps: lessons from non-medical near miss reporting systems https://doi.org/10.1136/bmj.320.7237.759
- CPD Information for Veterinarians March 2021 – Veterinary Council of New Zealand Continuing Professional Development
- Giles G et al. (2025). Categorising reported errors and incidents from morbidity and mortality meetings (M&Ms). Aust Vet J, 103:267275 https://doi.org/10.1111%2Favj.13426
- Low R, Wu AW. (2022). Veterinary healthcare needs to talk more about error. JVIM, 36:2199–2202 https://doi.org/10.1111/jvim.16554
- Pang DSJ, Rousseau-Blass F, Pang JM. (2018) Morbidity and Mortality Conferences: A Mini Review and Illustrated Application in Veterinary Medicine. Front Vet Sci. Mar 6;5:43.https://doi.org/10.3389/fvets.2018.00043 PMID: 29560359; PMCID: PMC5845710
- QI Boxset - presentation for M&M rounds in equine practice - RCVS Knowledge
- UK Vet Equine 2023 - Ethics in practice: Schwartz rounds and veterinary clinical ethics committees
- Vinten, C. E. K. (2020). Clinical reasoning in veterinary practice. Veterinary Evidence, 5(2). https://doi.org/10.18849/ve.v5i2.283
Definitions
[1] “Never Events” are serious, preventable incidents in healthcare that result in patient harm or death and should not occur if proper safety protocols are followed
²SBAR is a structured communication tool that helps teams discuss cases clearly and consistently. It stands for: Situation, Background, Assessment, Recommendation, see Pang et al 2018 for more information.
³A fishbone diagram is a visual tool used to explore the possible causes of an event by grouping them into categories like people, process, or equipment. It helps teams identify contributing factors in a structured, non-blaming way. See Pang et al. 2018 for more information.