Research 101 Research 101 · Block 2

Writing, authorship, posters,
and submission: the pipeline

The case passed the filter. Now the craft: write it fast and ugly, get consent this week, claim authorship honestly, poster it on the institution’s template, and get it into a real journal. None of this is talent — it is a pipeline, and interns who learn the pipeline finish things. Most intern case reports die between “yes, let’s write it” and submission; this block is the conveyor belt that gets them through.

Format case + mechanics walkthrough Time 75–90 minutes Leader same faculty as block 1 Group 6–8 interns Competencies learning · professionalism

Why this block

The killers between decision and submission are always the same four: blank-page paralysis, a consent conversation nobody had, an authorship conversation nobody had, and a revision that felt like a rejection. Each is preventable with a sequence — and sequences, unlike talent, are teachable in one session. Block 1 was the filter; this is the conveyor belt.

What interns leave able to do

  1. Execute the pre-writing sequence: consent and policy first, then the contribution, the journal ladder, the reporting guideline, and the authorship agreement — then write.
  2. Write in the right order — case, discussion, introduction, abstract — with the timeline table as the centerpiece.
  3. Run the authorship conversation before writing, anchored to the ICMJE criteria.
  4. State what the mentor is for — and what remains the intern’s job.
  5. Navigate the poster, the journal ladder, revision, rejection, and the predatory-journal trap — and build the publication-cost plan before submission.
  6. Apply the AI ground rules to writing and posters: nothing sensitive in, nothing unverified out, disclosure per the venue.

The case

Part 1 — “Absolutely!” …now what?

The hemochromatosis case from block 1 passed the test. Your attending said the magic words — “you should write this up; I’ll help you” — and you said “absolutely!”

That was three weeks ago. You now have: a blank document titled “case report draft,” twelve browser tabs, and a dawning realization that the patient was discharged a while ago and you never asked her about… anything related to publishing.

What should have happened in week one — and what has to happen now, before any writing?

Part 2 — The byline meeting

You recruit help: the co-intern who examined the patient with you, the senior who managed the treatment plan, the specialist you consulted, and your attending. Someone suggests adding the unit’s medical director “because it’s good to have a big name on it.” The specialist says she would love to be listed and will “definitely read it when it’s done.”

Six names, one manuscript.

Run the byline meeting. Who is an author, who decides, and when? What do you say to the big-name suggestion and the read-it-when-done offer?

Part 3 — The pipeline

Draft done — rough but complete. Your mentor’s edits come back covered in red (“good bones”). Your abstract is accepted as a poster at the institutional research day. Now you need a journal, and your options as described by various people: the marquee specialty journal (“aim high!”), an open-access journal that emailed you personally last week (“we would be honored to consider your work; rapid publication; small fee”), and the mid-tier clinical journal your mentor suggests (“right-sized — they publish residents’ case reports every issue”).

Walk the pipeline from here: the poster, the journal choice, the submission — and what you do when, not if, the revision request or the rejection arrives.

The pre-writing sequence — week one, in order

  1. Consent, policy, and the team come first. Your institution’s case-report and privacy policy runs through its required route — a documented determination where one is needed, never a self-declared exemption — and consent per that policy happens while the patient is reachable, through appropriate clinical channels and with your supervisors’ knowledge. Script it simply: “Your case taught us something important, and we’d like to share it with other doctors in a medical journal — completely de-identified. It would need your written permission; can I tell you what that involves?” Know the rules underneath the script: many journals require written publication consent and requirements vary; de-identification does not replace consent where consent is required; and a refusal ends the publication path, affects the patient’s care not at all, and gets thanked, not argued with. Mentor and co-authors are identified in the same week.
  2. Define the contribution and the audience. Block 1’s one-sentence claim, plus who needs it — the two lines that steer every later choice.
  3. Build the journal ladder — first, second, and third choice, together. Journals differ enormously in format, word limits, image rules, and structure; writing without a target means rewriting with one, and choosing the fallbacks now is what makes rejection mechanical later. Realistic targeting matters more than ambition — case-report-friendly and specialty case journals exist for exactly this, and the mentor’s calibration outranks the marquee instinct. (Journal strategy never delays step 1; consent and policy wait on nothing.)
  4. Download the reporting guideline and the author instructions. For a case report, the CARE checklist — the consensus guideline, title through consent statement.1 For any other design — a QI project, an original study, a review — the right checklist is indexed by study type on the EQUATOR Network,2 and the same pipeline runs with that guideline in CARE’s slot. It is the rubric reviewers apply, and writing to it the first time is ten times easier than retrofitting it at review.
  5. Agree authorship, roles, and deadlines — in writing. The byline meeting, below, ends in a short written agreement everyone saw — revisited if roles change, not renegotiated at submission.
  6. Assemble the source material once, completely: the timeline from admission to outcome, the key values as a table, any image — and the follow-up data point. Facts first, prose second.

Writing mechanics — then the byline

Write in this order: case → discussion → introduction → abstract. The case section is assembly, not composition — narrate the timeline with the workup and the reasoning visible, including the differential you actually considered; block 1’s “the workup is the scholarship” shows up on the page here. The discussion is the argument: what is known, in two or three key papers rather than an encyclopedia; what this case adds; the mechanism or lesson; the one-sentence teaching point — with the discipline that every discussion paragraph ends tied back to your patient, because the classic failure is the literature-review swallow. The introduction is two paragraphs. The abstract comes last, written from finished parts. Draft ugly, draft fast: two weeks to a complete rough draft beats two months to a polished half — momentum is the scarce resource, and the timeline table is the first thing you build, because it is every reviewer’s favorite element.

The byline, before writing: the ICMJE criteria answer the meeting — substantial contribution, and drafting or critical revision, and final approval, and accountability; all four.3 Applied to the case: the co-intern who examined the patient and writes a section — author. The senior who managed care and revises critically — author. The mentor — author, often in the senior position by local convention, though conventions vary by field and position on a byline never substitutes for meeting the criteria. First author: you, because you drove. Two clarifiers residents miss: caring for the patient alone does not confer authorship — the contribution must extend to the work itself — and the honest middle categories exist for real help that doesn’t meet all four: contributor, acknowledged support. Bigger teams increasingly attach a CRediT-style contribution statement naming who did what; some journals require it, and drafting one makes gift authorship awkward to even request. The medical-director suggestion is gift authorship — declined diplomatically: journals make every author attest to the criteria, so the byline stays with the people who did the work. The “list me, I’ll read it when it’s done” offer is not authorship — and the honest, relationship-preserving counter is an invitation to earn it: “we’d genuinely value your critical revision — the management section needs your eye; if you can do that pass, authorship is earned and welcome.” Many rise to it. That is the point of asking. The whole conversation happens before writing, out loud, with the mentor adjudicating — ten awkward minutes that prevent the hour-sixty betrayal the bootcamp session warned about. Name the whole trap family once so everyone recognizes them: gift authorship (unearned names), ghost authorship (real contributors unnamed), coercive authorship (seniority demanding a slot) — and the manuscript-level cousins, duplicate submission and salami-slicing one dataset into many minimal papers. And if the byline goes wrong anyway — a name demanded, credit taken — the escalation path runs through your program’s research leadership or ombuds, not only the mentor, who may be part of the dispute. Know the path before you need it.

Posters, journals, revision, rejection

The poster first. Abstract to the institutional research day or the regional meeting — deadlines become calendar items the moment a case passes the filter. Follow the event’s and your institution’s poster requirements where they exist — template, dimensions, logo rules, printing lead time — then make it communicate: a title that states the finding without hype, a three-bullet introduction, the timeline figure as centerpiece, a tight discussion, and a visible takeaway box — one message per poster, because it is a billboard, not the paper. Build it honest and readable: readable type, high contrast, color-blind-safe palettes, and figures that carry their denominators, units, and uncertainty — an honest poster survives questions, and the questions are the point. Prepare a thirty-second, a two-minute, and a five-minute spoken version. And the reason posters matter beyond the CV line: you stand next to your work for an hour and talk — the judge who chats with you can become a letter-writer if the relationship is real and followed up, the co-interns watching start their own, and the two-minute version is the one you will use at every interview for three years. A poster is not a publication; it is a milestone, a deadline that forces the draft, and a networking device. The paper is the goal.

The journal. The mentor’s right-sized advice wins: marquee journals desk-reject case reports on arrival where they accept them at all — check the author guidelines before dreaming — while the right-sized clinical or case-report journal publishes residents every issue. The fuller check, ranked: scientific and audience fit first — does this journal currently publish this article type, for the readers who can use it? — trustworthiness second: a real editorial board, a transparent publisher, honest peer review, and indexing verified directly in the authoritative catalog, never taken from the journal’s own marketing page; practical constraints third. The flattering email is predatory until proven otherwise — and know what the tell actually is: not a fee, because legitimate journals charge article-processing fees, but deception — unverifiable indexing claims, fake metrics, hidden charges, guaranteed acceptance, a masthead of strangers. Run the Think. Check. Submit. checklist4 against the standard legitimate journals hold themselves to — the joint COPE/DOAJ/OASPA/WAME transparency principles: a name confusable with no other journal, named editors and board, visible ownership, real peer review with no guaranteed acceptance, and fees stated clearly and early5 — plus your librarian’s and mentor’s independent reads; when in doubt, it’s out, because publishing in one is worse than not publishing. The cover letter is three sentences: what the case is, what it teaches, why this journal’s readers.

The money, before submission — worked as a ladder, in order:

  1. Map every possible charge from the author instructions: submission, article-processing or open-access, page and color fees.
  2. The library first: institutional read-and-publish agreements, repository routes, publication funds.
  3. Then department, residency, division, or society support.
  4. Then the journal’s own waiver or discount policy, requested before submission where its rules require — a brief factual note stating trainee status and the specific reduction requested is all it takes, and the transparency principles require waiver eligibility and process to be published and bar fee or waiver status from influencing editorial decisions.5
  5. Get the payer and the approved maximum in writing before anyone clicks submit.

The resident’s out-of-pocket target is zero unless knowingly approved; ability to pay never touches authorship or order; and never pay an invoice whose journal identity you haven’t independently verified — fake invoices chase real abstracts.

Revision is success. A revise-and-resubmit means “probably yes, if you do this well.” Respond point-by-point — every comment quoted, every response either the change made or a polite, evidence-backed disagreement — in a tone that remembers reviewers are unpaid volunteers who just read your work closely. Rejection is normal. Everyone’s first paper was rejected somewhere; the protocol is mechanical: harvest the useful fraction of the comments, reformat for journal number two — chosen at the same time as number one, so the ladder already exists — and resubmit within two weeks. Case reports usually find homes with persistence — and the honesty cuts both ways: after several journals and consistent feedback, or a literature that moved on mid-process, stopping is a sound scientific decision, not a failure. The honest arc, boarded so nobody mistakes month five for failure: consent and search in week one, rough draft by week three, mentor passes, the byline finalized, abstract, poster, submission, reviews measured in weeks-to-months, revision, decision — commonly six to nine months, bedside to print; calibrate the milestones locally and treat the range as a map, not a deadline.

After the poster: the first funding rung. A finished poster generates exactly what the next step runs on — feasibility feedback, collaborators, a preliminary observation — and the next step is smaller than residents think: a travel award, a society trainee grant, an institutional pilot fund, or a defined role on a mentor-led grant. Grants fund credible plans, not polished posters — block 4 maps the ladder.

The mentor’s six jobs — and yours

The mentor:

  1. The filter — the block 1 verdict, applied by experience in seconds.
  2. The completeness audit — “the case isn’t whole without X” before submission, not after review.
  3. Discussion calibration — what the literature actually says versus your three-tab read of it.
  4. Journal-targeting realism — the ladder.
  5. Revision triage — which comments are must-fix, which are push-back-able, and how the response letter reads.
  6. Momentum — the standing check-ins that keep the draft from dying in your inbox.

You: the agreed deliverables, owned completely. The search, the consent legwork, the drafts, the figures, the portal, the point-by-point responses — agreed at the byline meeting, bounded by your training and access, and then delivered. “I’ll help you” means guidance and red ink — it does not mean they write it, and it also does not mean you owe unbounded labor: research is team science, and the division of work is a conversation, not an assumption. The intern who waits for the attending to produce prose waits forever; the intern who delivers complete drafts gets them back, bloodied and better, fast.

Why the sixth job matters most — and how to choose a mentor who actually does it — is block 4.

AI in writing and posters — the rules

The current editorial baseline is simple and strict: AI cannot be an author, and material use is disclosed — which tool, for what purpose, where the journal’s instructions require it.6 Around that baseline, the working rules: never upload PHI, unpublished collaborator material, or confidential peer-review content to unapproved tools; AI output is not a source — every fact, number, quotation, and citation gets verified against the original, because fabricated references are the signature failure; figures come from your verified data and code, and generated or altered clinical imagery is never presented as evidence; keep a simple tool/version/date/purpose log so the disclosure writes itself. What it may legitimately do within policy: outline alternatives, plain-language revision of text you wrote, title variants, rehearsal questions for the poster hour. The accountability line never moves: the named authors answer for every word. The curriculum-wide rules live on the hub.

Pocket card

Carry this
  • Consent & policy → contribution → journal ladder → reporting guideline → byline agreement → write.
  • Case first, abstract last. Ugly draft in two weeks. The timeline table is the centerpiece.
  • Authorship: all four ICMJE criteria, agreed before writing. No gifts, no ghosts.
  • Mentor: filter · audit · calibrate · target · triage · momentum. You: everything else.
  • Poster = institution template, one message, a takeaway box — and an hour of networking.
  • Fit first, indexing verified at the source. Deception is the predatory tell — a fee alone is not.
  • Costs mapped and the payer in writing before submission. Resident out-of-pocket: zero.
  • Revision = success. Rejection → journal #2 in two weeks. ~Six to nine months is common — and stopping after honest feedback is a decision, not a failure.
  • AI: no author slot, no PHI, no unverified citations. Disclose tool + purpose.

Notes

The case is a fictional composite continuing block 1’s. Next: the design filters.

Sources

  1. Gagnier, J. J., Kienle, G., Altman, D. G., Sox, H., Riley, D., & the CARE Group. (2013). The CARE guidelines: Consensus-based clinical case reporting guideline development. Journal of Medical Case Reports, 7, 223. https://pubmed.ncbi.nlm.nih.gov/24228906/
  2. EQUATOR Network. (n.d.). Enhancing the QUAlity and Transparency Of health Research: Reporting guidelines. https://www.equator-network.org/ The searchable index of reporting guidelines — CARE, CONSORT, STROBE, PRISMA, SQUIRE, and hundreds more — by study design.
  3. International Committee of Medical Journal Editors. (n.d.). Defining the role of authors and contributors. In Recommendations for the conduct, reporting, editing, and publication of scholarly work in medical journals. https://www.icmje.org/recommendations/browse/roles-and-responsibilities/defining-the-role-of-authors-and-contributors.html
  4. Think. Check. Submit. (n.d.). Journal checklist. https://thinkchecksubmit.org/ Cross-industry initiative (COPE, DOAJ, OASPA, ISSN, STM, and others) for verifying journal legitimacy before submission.
  5. Committee on Publication Ethics, DOAJ, Open Access Scholarly Publishing Association, & World Association of Medical Editors. (2022). Principles of transparency and best practice in scholarly publishing (Version 4.0). https://doaj.org/apply/transparency/ 1 2
  6. International Committee of Medical Journal Editors. (n.d.). Use of artificial intelligence in publishing. In Recommendations for the conduct, reporting, editing, and publication of scholarly work in medical journals. https://www.icmje.org/recommendations/browse/artificial-intelligence/

This page is a teaching scenario for facilitated small-group education. Journal requirements, consent rules, and institutional policies vary — check the target journal’s author guidelines and your institution’s processes before submitting anything. Last reviewed July 2026.

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