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Файл:Ординатура / Хирургия / Библиотека им академика М.И. Перельмана / Книга_2725_Библиотеки_им_академика_М_И_Перельмана.pdf
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- •Preface
- •References
- •Contents
- •Author Biographies
- •About the Series Editors
- •Family Medicine Advocacy Summit
- •Robert Graham Center Workforce Studies
- •HealthLandscape
- •Residency Resources
- •Medical Education Policy Development
- •Residency Program Solutions
- •Residency Leadership Summit
- •Chief Resident Leadership Development Program
- •Educational Resources
- •Continuing Medical Education (CME) Tracking
- •Graduate Medical Education Awards
- •Summary
- •References
- •AAFP Structure
- •AAFP Governance
- •Workforce Mission
- •AAFP Workforce Advocacy
- •Residency Redesign
- •References
- •Osteopathic Recognition Requirements
- •Osteopathic Recognition Program Essential Personnel
- •Osteopathic Faculty
- •Osteopathic Recognition Resident Requirements
- •Osteopathic Educational Program Core Competencies
- •Osteopathic Program Evaluation
- •References
- •Reference
- •5: Association of Family Medicine Administration and the Key Role of the Residency Program Coordinator
- •Appendix 1
- •References
- •References
- •Membership Categories within NAPCRG
- •The AAFP Robert Graham Center
- •AAFP National Research Network (NRN)
- •Family Physicians Inquiry Network (FPIN)
- •The Family Medicine Physician-Scientist Pathway (PSP) Program
- •NAPCRG Grant Generating Project
- •Building Research Capacity (BRC)
- •Conclusion
- •References
- •Reference
- •9: Family Medicine Residency Accreditation
- •Why Accreditation Matters
- •ACGME Organizational Structure
- •The Family Medicine Review Committee (RCFM)
- •The Clinical Learning Environment Review (CLER)
- •The Site Visit
- •Initial Accreditation Period
- •Subspecialty Fellowship Application
- •The Annual Program Review
- •The Next Accreditation System Annual Review Process
- •Accreditation Data System (ADS)
- •Citations
- •Accreditation Status
- •Program Requirement Development
- •Competency-Based Medical Education (CBME)
- •References
- •10: Graduate Medical Education Funding
- •Introduction
- •Residency Operating Costs
- •Medicare GME Funding
- •Residency Caps
- •Rural Track Programs
- •Inpatient Prospective Payment System (IPPS) Subtype Hospitals
- •Rural Referral Centers
- •Sole Community Hospitals
- •Medicare-Dependent Hospital
- •Medicaid GME Funding
- •Teaching Health Center Funding
- •Veteran’s Administration GME
- •Children’s Hospital GME (CHGME)
- •State Line Item Funding
- •Hospital Supplemental Funding
- •Patient Care Revenue
- •Philanthropy
- •Conclusions
- •References
- •Introduction
- •Informed Self-Assessment
- •Faculty Development
- •Summary
- •References
- •12: Core Competencies, Milestones, and Entrustable Professional Activities
- •Entrustable Professional Activities
- •Entrustment
- •Pearls
- •Pitfalls
- •References
- •Objectives
- •Educational Strategies
- •Implementation
- •13: A Practical Approach to Curriculum Development
- •Introduction
- •Cognitive Learning Theory
- •Behavioral Learning Theory
- •Humanistic Learning Theory
- •Goals
- •Conclusion
- •References
- •Introduction
- •Preparation Phase
- •Information Technology Systems
- •Medical Student Rotations
- •Interview Season
- •Application Screening
- •Interview Day
- •Second Looks
- •Postinterview Communication
- •Ranking
- •Using R3®
- •Match® Week
- •SOAP®
- •Conclusion
- •References
- •Preboarding
- •Planning New Resident Integration
- •Baseline Assessment
- •Individual Learning Plan
- •Integration Components
- •Longitudinal Integration
- •Learner/Residency/Institutional Goal Alignment
- •Conclusion
- •References
- •Introduction
- •History
- •Residency Application
- •Conclusion
- •References
- •References
- •Introduction
- •Identifying Performance Issues
- •Medical Knowledge
- •Patient Care
- •Interpersonal Skills/Communication
- •Professionalism
- •Systems-Based Practice
- •Remediation
- •Medical Knowledge
- •Patient Care
- •Interpersonal Skills/Communication
- •Professionalism
- •Systems-Based Practice
- •Conclusions
- •References
- •19: Faculty Recruitment: Best Practices
- •Background
- •Seeking Out Suitable Candidates: Recruitment Methods
- •Unique Challenges: Faculty Who Are New Residency Graduates
- •Concluding Thoughts: Always Recruit!
- •References
- •20: Faculty Performance
- •Faculty Performance Concerns
- •Appendix 1: Sample Family Medicine Residency Program Director Job Description
- •Job Summary
- •Educational Delivery
- •Evaluation
- •Administration
- •Appendix 2: Sample Family Medicine Residency Core Faculty Job Description
- •Job Summary
- •References
- •21: Faculty Development
- •Introduction
- •Clinical Skills
- •Scholarly Work
- •Tasks that Family Medicine Residency Faculty Perform
- •Role Modeling
- •Faculty Peer Support
- •Teaching
- •Training Courses
- •Workshops
- •Learning by Doing
- •Self-Directed Learning
- •Career Development
- •Organizational Resources
- •References
- •Introduction
- •Promoting Loving Accountability
- •Clinical Setting
- •Curriculum
- •Social Connection
- •Assessment
- •Vision Forward
- •Handling Microaggressions
- •Financial Investment
- •References
- •Building Trust
- •Positionality
- •Set the Stage
- •Normalize Not Knowing
- •Probing, Not Prodding
- •Accurate
- •Addressing Implicit Bias
- •Micro-Level
- •Macro-Level
- •Conclusion
- •References
- •Introduction
- •Background
- •Risk Factors
- •Stigma
- •FSMB Recommendations Regarding Licensing Questions
- •Physician Health Programs (PHP)
- •Individual-Level Actions
- •Conclusion
- •References
- •References
- •The Clinical Learning Environment
- •Feedback
- •References
- •27: Teaching Maternal Health Care
- •ACGME Requirements
- •Obstetric Family Medicine Faculty Shortage
- •Maternity Care Curricular Elements
- •Preconception Care
- •Prenatal Care
- •Immunizations
- •Common Conditions Which Complicate Pregnancy
- •Breastfeeding
- •Intimate Partner Violence (IPV)
- •Substance Use
- •Food Insecurity
- •Inpatient Obstetrical Care
- •References
- •Introduction
- •Family Medicine Residency Advocacy Curricular Development
- •Evaluation
- •Conclusion
- •References
- •Faculty Leadership
- •Resident Leadership
- •Patient Satisfaction
- •Professional Conduct
- •Ethical Considerations
- •Curriculum Development
- •The Hidden Curriculum
- •Conclusion
- •Context Matters
- •References
- •30: Teaching Behavioral Science
- •Introduction
- •Core Mental Health Topics
- •Patient-Centered Communication Skills
- •Contextual Care
- •Integrated Behavioral Health Care
- •Master Adaptive Learner
- •Clinic-Based Learning
- •Classroom-Based Learning
- •Interprofessional Education
- •Balint Groups
- •Conclusion
- •Appendix 1: Sample Behavioral Health Rotation (Myerholtz 2023)
- •References
- •31: Teaching Evidence-Based Medicine
- •Introduction
- •Longitudinal Deep Dives
- •Journal Club
- •Family Physicians Inquiries Network
- •Case-Based Learning
- •Day-to-Day Integration
- •Curriculum Development Tips Summary
- •Institutional Involvement
- •Summary
- •References
- •32: Teaching Practice Management
- •Background
- •Current Curriculum
- •Activities
- •Quality Improvement Project
- •Virtual Practice Instructions
- •Presenters
- •Topics Covered
- •References
- •Overview
- •Why Training Is Needed
- •Stressing Communication
- •Balint Group
- •Putting It All Together
- •References
- •Introduction
- •Broad Scope
- •Primary Contact
- •Emerging Technology
- •Rural Generalism
- •Public Health Advocate
- •Rural Practice Systems
- •References
- •Introduction
- •Basic Logistics
- •Operational Considerations
- •Billing Requirements
- •Additional Funding Considerations
- •Engaged Leadership
- •The FMC-Residency Partnership
- •Scheduling
- •Data-Driven Improvement
- •Empanelment
- •Panel Weighting
- •Panel Transitions
- •Team-Based Care
- •Population Management
- •References
- •Introduction
- •Personnel Management
- •Meeting Management
- •Communication Management
- •References
- •37: Managing Change in Family Medicine Residency Programs
- •Introduction
- •What Is Change Management?
- •Change Management Case Study
- •Kotter Model
- •Step 1: Create Urgency
- •Step 4: Communicate Buy-In
- •WIFM Worksheet
- •Step 5: Empower Others
- •Step 6: Generate Quick Wins
- •Step 7: Consolidate Gains
- •Conclusion
- •References
- •Negotiating Styles
- •Collaboration
- •Summary
- •References
- •Anticipating Task Cycles
- •Residency
- •Home Life
- •Seize Control
- •Delegate
- •Delegate Residency Chores
- •Delegate Domestic Chores
- •Exercise
- •Lunch
- •Organizing
- •Summary
- •References
- •Introduction
- •References
- •Introduction
- •Anticipate Common Disasters
- •Learn About Your Regional Emergency Infrastructure
- •Learn Your Organization’s Command Center Structures
- •Here Are Some Alternative Care Site Scenarios That May Arise
- •Regional Emergency Infrastructure
- •Managing Your Program During Disaster
- •Community Recovery
- •Consolidate Your Learning
- •Author Background
- •References
- •Conclusion

310
E. T. Perryman and M. A. Dixon
Attributes of the Physician/Medical Professional
Healer
• Caring/Compassion
•Insight
• Openness
• Respect Healing
• Respect Patient
Dignity/Autonomy
•Presence/Accompany
Fig. 29.1 Culmination of models based on professionalism
MedicalProfessional
•Competence
•Commitment
• Confidentiality
• Altruism
• Trustworthy
•Integrity/Honesty
•Moral/EthicalBehavior
•Responsibility to
Profession/Patient
Medicine describes the attributes of the physician as a
“healer,” and include compassion, insight, openness, and
respect for the healing function and the patient, among many
other traditional traits [18]. These same authors dene a professional as one who acts autonomously, engages in self-regulation, maintains professional associations and institutions,
and has a responsibility to the larger society. However, they
also make the distinction that physicians are not just healers
or professionals—though they certainly embody those traits,
rather they are medical professionals who are competent,
committed, altruistic, trustworthy, honest, ethical, and responsible to the patient and profession. Thus, a physician is truly a
melding and blending of capacities to produce a unique skill
set that can heal the individual, while also remaining responsible to society at large (Fig.29.1).
In addition to traditional and more progressive denitions
of professionalism, concepts of physician well-being, burnout, and patient safety have also been linked in the research
to perceived professionalism, implications for patients and
peers, and help foster professional satisfaction and provider
sustainment among physicians [4].
Physician Well-Being andSatisfaction Within
theContext ofProfessionalism
Physicians’ well-being, and the quality of care they provide
to patients, have been shown time and time again to be interdependently linked [26], and are key characteristics of professionalism. For this reason alone, physicians benet by
investing in their long-term overall well-being through man-
Professional
• Autonomy
• Self-Regulation
•Associations
•Institutions
•Responsibility to Society
• Team Work
aging and adapting lifestyle habits as needed, nding and
maintaining a sense of meaning in work, staying true to
values and professional preferences in practicing the art of
medicine, being mindful of ways to foster compassion satisfaction, and remaining cognizant of the need for developing
personal and professional resilience.
Faculty andResident Professional
Development
Developing Leadership Among Faculty
andResidents
Family medicine is a rigorous academic and practice pursuit, which requires a great deal of conscientiousness,
advanced clinical decision-making, balanced respect for the
autonomy of patients and peers alike, and ne-tuned practice skills, among a myriad of other critical skills. The focal
point for evaluation and practice varies greatly depending
on the individual’s role in the program as either faculty or
resident. With all these considerations and timelines to
track, it is natural to zone in on meeting ACGME milestones
[2], graduating residency, and vectoring oneself for specic
career opportunities. However, in doing so, other equally
important aspects of being a family medicine physician—
such as developing leadership qualities of both faculty and
residents, may get overlooked or de-prioritized. Leadership
will always exist, whether it is operating as intentionally
designed, or even if it is simply a result of the unchecked
status quo. Furthermore, the context of good or bad leader-

29 Teaching andEvaluating Professionalism inFamily Medicine
311
ship is interwoven throughout family medicine—it is developed in a variety of settings and taught across numerous
platforms. Successful leadership is intentional; it can be
measured by several key factors: the ability to recognize and
manage conicts in a timely manner with efciency, people,
and productivity in mind, a desire to advocate for self and
others, a keen understanding of self within the context of
strengths and limitations, and the skillfulness to navigate
complex systems—all while working within interdisciplinary teams and highly dynamic environments. For this reason, the eld of Family Medicine requires deliberate
attention, and dedicated efforts to, faculty and resident leadership development.
Faculty Leadership
Faculty leadership—in an ideal environment, can foster
structure, stability, consistency, and reliability, in competitive residency programs. These program traits reduce
ambiguity within processes, policies, and protocols, and
set residents up for academic success in the long run.
Faculty with clearly dened roles and responsibilities help
to teach residents to manage expectations and know what
resources can support them with concerns they may have.
Strong and diverse faculty leadership representation does
not happen by chance. Effective leadership is intentionally
and consistently effortful, goal-directed, and continually
evaluated.
Mickan and Roger identied that leadership development
in academia occurs with a three-pronged approach: (1) to
address individual considerations for specic roles of program director, associate program directors, directors of
osteopathic versus other discipline leaders, and with core
faculty; (2) addresses the leadership team as one entity; and
(3) elucidates and enforces structure with faculty processes.
Creating leadership opportunities for these roles often comes
in the form of formal continued professional development
experiences, with faculty development courses and expectations for maintaining standards of knowledge and practice as
faculty in teaching roles, in addition to their clinical roles as
physicians and practitioners. Program-specic handbooks
are encouraged to delineate specic job titles with appropriate job duties and areas of expertise. As residents learn the
roles of their respective faculty (as well as their areas of
strength and growth), they can then determine the appropriate candidates to establish diverse mentorship relationships.
A clear, deliberate, and transparent approach to developing
faculty in constructive leadership areas ought to be taken if
knowledge gaps or areas of improvement are identied
through formal or informal feedback from peers, outside
attending physicians, or residents. Additionally, discerning
which knowledge gaps require individual champions or
expert faculty members versus collective faculty development, is key.
Team leadership development ideally occurs on a regular,
routine basis, with the explicit goals of fostering group cohesion, trust, rapport, collegial respect, and deference to areas of
expertise for faculty peers. An effective shared problemsolving ethos and conict management practice are also
extremely benecial in trying times. A shared understanding
of the program’s longitudinal goals, as well as the important
mission directives of the current program director, are vital
aspects of any successful unied leadership team. Enforcing
faculty structure falls to individual members of the faculty
acting as key players in fullling unique roles on one team. To
highlight unique strengths, faculty members can be recruited
and retained for diverse and contributory backgrounds, while
limiting overlap in roles and administrative functions.
Individual faculty members who operate effectively in this
role display an ability to hold themselves accountable to standards and expectations, as well as reinforce the faculty structure with their peers and with residents [43].
Faculty optimally viewed as a unied leadership team for
residents have an additional responsibility to develop residents in a professional capacity beyond assessing and
enhancing medical knowledge and practice and teaching to
meet ACGME milestones alone. Faculty are in unique positions to grow residents into well-rounded professionals who
can lead. Professional and leadership quality development of
residents can be achieved through role-modeling, fostering
professional humility, recognizing limitations and seeing
opportunities for growth, managing self-care, and encouraging support-seeking behaviors and advocacy.
Resident Leadership
Resident leadership roles are often assumed to be elected or
selected roles, for individuals previously identied to demonstrate qualities of good leadership. While this may be true
for certain roles, such as Chief Residents, all resident physicians take on leadership roles in a variety of ways—with
their peers as senior residents, with medical students, and
with patients, often advising them of the best way ahead
given dynamic situations. Residents achieve success in leadership when they adopt best practices from mentors and
intentional learning opportunities, adapt to uid and changing environments, and demonstrate a capacity to lead others
in a variety of situations.
Chief residents, dependent on the nature and culture of
the residency, maybe peer-elected, hand-picked by faculty,
or selected through a combination of popular vote and
endorsements. Regardless of how your program operates,

312
E. T. Perryman and M. A. Dixon
chiefs serve in a pivotal role; they are charged with shaping
the overall academic and personal experience of residents
and hold informal advocacy roles that support residents,
staff, and medical students, alike. Chief residents have their
“ear to the ground” so to speak and can provide faculty with
a real-time pulse of how well the residency is thriving or
struggling with specic challenges. It is the explicit role of
faculty to intentionally develop leadership qualities in all
family medicine residents, however. Faculty are responsible
for providing constructive, timely feedback not only on clinical preceptorship encounters and research endeavors but also
in academic pursuits, professional areas of interest and
growth, and opportunities for leadership development.
Faculty can impart leadership ethos by focusing on selfassessment metrics, personality, and leadership-style assessments, as well as through connecting residents with mentors
who guide them beyond the practice of medicine into the
realm of leading people.
Residents are encouraged to engage with patients, medical students, peers, and faculty on a frequent basis to normalize the process of asking for feedback and to establish a
baseline for helpful and unhelpful patterns, early on in their
professional career. Giving and receiving feedback are
inherent components of effective leadership, empowering
residents to advocate for themselves, or on behalf of patients,
and giving them adequate opportunity for self-directed
growth—a skill of any great leader. When feedback is utilized effectively, residents learn to become more approachable, adopt a exible style of management, and have better
success with leading diverse teams [50]. As residents graduate and move beyond their training environments, the foundation for their leadership style solidies, becomes easier to
reinforce within themselves and with others, and can ultimately sustain their careers with more ease—leading to less
burnout over time [60]. Physicians who are then no longer
junior in their careers can help facilitate environments that
support a growth mindset where those they supervise can
then place intentional focus on leadership development [57].
Conict Management andConict-Resolution
Skill-Building: Bridging theDivide
A good doctor knows that conict is a mainstay of any organization, and the way conicts are managed is the most
important aspect to focus on—rather than trying to achieve
the impossible: avoidance or elimination of conict entirely.
How conicts are addressed and are resolved (or avoided
entirely), varies greatly. As Max Lucado once stated, “conict is inevitable, but combat is optional.” Conict management skills are essential for any physician, though they can
be particularly helpful in assisting family medicine physicians with the unique challenges they face [62]. Conicts
between residents and peers, or residents and faculty, and
among faculty, can not only be an unwanted nuisance if not
squashed in a timely manner but also can lead to toxic work
environments, inuence academic success, and even contribute to environments primed for patient harm or poor physician well-being [52].
Conicts can be relational in nature: focused on interpersonal dynamics and patterns of behavior or established communication, or task-oriented: focused on processes and
protocols [11]. One type of conict is not more prevalent or
detrimental than another; both types of conict—if unresolved, can produce harmful environments for physicians
and patients alike. It is important to have established processes for addressing grievances within any family medicine
residency program [29]. Having a proactive and consistent
avenue for recourse can reduce the likelihood and frequency
of conicts escalating unnecessarily.
Conict resolution skills arm resident physicians with
readily available tools to navigate conict with patients,
peers, and faculty, as well as with their own family and
friends, and can be a protective factor against compassion
fatigue, burnout, and reduceable stress. The primary skills
that are helpful to resolve conicts as painlessly as possible
are also adaptable to patient-centered care: empathic
responses, active listening, not offering unsolicited advice,
owning one’s own errors or oversights, and sharing a goal for
resolution/remediation of the issue [49]. Like all procedural
skills in family medicine, conict resolution requires longitudinal exposure, many repetitions, and conscientious practice to gain condence and mastery. One often overlooked
but consistent tool that residents can call upon, is feedback.
Feedback from patients can play a vital role in establishing
healthy or unhealthy patterns of practice and is a way to present data in an objective way to evaluate if changes in clinical
practice need to be made to improve patient satisfaction outcomes, as well as provide a solid foundational practice to
sustain compassion satisfaction for the physician beyond
residency. Lastly, having deference to other medical opinions, or attendings, when warranted, is a good practice in
professional humility as well as a helpful skill to recognize
the scope of comfort, areas for personal and professional
growth, as well as limitations in experience and/or
education.
Advocacy andEmpowerment
Teaching residents to empower themselves and practice selfadvocacy encourages them to make sound clinical and professional decisions, and this skill will serve them well beyond
their time in residency and develop the traits of a wellrounded leader. Residents who are well-versed in navigating
complex systems, learn not only how to advocate for their

29 Teaching andEvaluating Professionalism inFamily Medicine
313
patients, but also how to sustain—versus maintain, their individual practice working within larger systems that continually demand so much of their time, energy, resources, and
care [13]. Practitioners who are savvy in this regard can take
care of, or at least address, peers’ needs when individual
resilience or effective self-management strategies are not in
place. The practice of developing appropriate advocacy measures helps stave off physician burnout that is driven by a
lack of control and autonomy, work quantity and pace, and
satisfaction derived from the work itself [25]. Healthy
boundaries (in the form of reasonable work hours, selfdiscipline practices, appropriate management of patient concerns, honing administrative efciencies, etc.) are important
for physicians to start building proactively at the onset of
their professional career as opposed to trying to implement
measures reactively when problems are of epic proportions
requiring more time and resources than are ideal.
The topics of advocacy and empowerment should be
intentionally built into a longitudinal curriculum focused on
the development of professional milestones to encourage
systems-based practice knowledge integration and application [63]. The following methods can be helpful to achieve
these ends: supported facilitation of Balint processing groups
throughout the course of residency, role-modeling of faculty
demonstrating healthy work-life harmony, mentorship in
navigating ethical and moral dilemmas, and getting exposure
early in residency to the health system, policies, and protocols, and gaining rsthand knowledge of how various programs work within the larger organization.
Patient Satisfaction, Professional Conduct,
andEthical Considerations
Patient Satisfaction
Patient satisfaction is a concept that can bring up conicting
ideologies and emotions among physicians. While the
thought of a patient being completely satised with their
healthcare may be welcomed by many, the term itself can
cause angst and confusion when associated with having good
customer service skills (to include good bedside manners)
and delivering what patients expect to receive. The role of
the physician is a challenging one; should the focus of clinical care be based on healthcare outcomes, patient satisfaction, or a combination of both? Family medicine physicians
are charged with delivering the best medical care to patients,
and sometimes the best medical advice may not always align
with patient expectations.
This leads to an important question that many residents in
family medicine may nd themselves asking: what’s the
value of seeking and achieving patient satisfaction? From a
research-based perspective, patient satisfaction can lead to
patient loyalty, improved patient retention, the potential for
consistent protability, increased staff morale with reduced
staff turnover, higher productivity rates, reduced risk for
malpractice suits, increased personal and professional satisfaction, and serves to meet compliance standards for accreditation agencies [46]. Furthermore, complaints against
physicians are more commonly related to unprofessional
conduct versus poor medical knowledge [58]. Therefore, it
would behoove residency programs to vector resident physicians’ efforts by educating them early on with identifying
factors that signicantly impact patient satisfaction. Several
categories from the literature are useful for physicians to
consider. For example, Wofford etal. [61] identied seven
categories affecting patient satisfaction: (1) perceived availability, (2) disrespect, (3) inadequate or lack of timely information, (4) disagreements concerned expectations from the
rendered care, (5) distrust, particularly for physicians in
training, (6) interdisciplinary miscommunication, and (7)
misinformation. These can all be integrated into developing
specic professionalism, interpersonal and communication
skills, and practice-based learning milestones [61].
Additional considerations that extend beyond the individual dynamics of the patient–provider relationship highlight the ever-growing complexities of practicing medicine
in an ever-developing tech world. The establishment of corporate hospitals with cutting-edge facilities often trumps the
availability of resources and skill/procedural development of
physicians practicing in other less lucrative or more costeffective environments. A secondary consideration is the
increasing availability of information through the Internet on
managing healthcare and subsequent higher expectations of
delivering and receiving patient care [46]. Though many of
the latter aspects of care mentioned cannot be accounted for
or addressed entirely by the resident physician on their own,
there are several areas which family medicine residencies
can prepare resident physicians. These areas will help residents address inevitable interpersonal challenges that lie
ahead, to include developing the characteristics of the physician leader.
Professional Conduct
Professionalism within The Accreditation Council for
Graduate Medical Education (ACGME) for family medicine
residents has specic assessment criteria, and while it is one
of six core competencies across medical specialties, a systematic review of evidence indicates there is no gold standard for teaching professionalism, though there is robust
support for two modalities: role-modeling of faculty and
self-reection under the guidance of faculty [8]. Despite
there being no well-accepted standard for processes of teaching professionalism, the ACGME has laid out specic expec-

314
E. T. Perryman and M. A. Dixon
tations for maintaining professionalism and adopted a
behavior-based approach in meeting outcomes for residency
which focuses on measurable behaviors such as giving and
receiving clear expectations, feedback on performance, reinforcement, emphasized through meeting milestones and
competency markers [55]. Specic methods of teaching and
evaluating professionalism appear later in this chapter.
Family Medicine residency programs integrate ACGME
professional competencies into a longitudinal curriculum.
Professionalism is made up of ve categories: (1) compassion and respect, (2) attentiveness to patient needs over personal needs, (3) protection of privacy and self-determination,
(4) accountability to the patient and the profession, and (5)
ability to effectively work with a wide range of diverse
patient populations [1]. These competencies form a basis for
the residents to develop effective methods of interaction with
patients and colleagues.
Ethical Considerations
Resident physicians are responsible for incorporating all the
above-mentioned aspects of professionalism, as well as
maintaining an ethical environment as well. Creating
physical and psychological safe spaces for patients as well as
fostering an environment that supports traditional physical
safety, are paramount to patient-centered care. The Institute
of Healthcare Improvement’s Framework for Safe, Reliable,
and Effective Care, conceptualizes highly reliable healthcare
delivery systems as interconnected elements that physician
leaders can leverage to deliver safe care [12]. Psychological
safety is dened as an environment of trust and respect that
allows individuals to feel able to ask for help, admit mistakes, raise concerns, suggest ideas, and challenge ways of
working and the ideas of others on the team, including the
ideas of those in authority, without fear of humiliation, and
the knowledge that mistakes will be handled justly and fairly
[14].
Manson [41] succinctly identies several characteristics
of clinical family medicine that generate additional ethical
problems including conicts due to health care systems,
responsibility for a wide range of diversity and conditions
within patients, understanding the cultural and social context
of the patient, and maintaining relationships over long periods of time. These are issues residencies can successfully
prepare residents in training to identify, reect upon, as well
as address when possible. This can be accomplished through
a variety of teaching modalities to include clinical and didactic settings. Moving beyond the art of teaching professionalism, we now focus on specic knowledge and skills
acquisition as it pertains to curriculum development, models
of adult learning, mastery, and methods of teaching and evaluating professionalism.
Knowledge andSkills Acquisition
Curriculum Development
Physicians, as part of a profession, develop a specic body of
knowledge and a set of technical skills necessary to take care
of their patients and meet the public’s expectations of competence and altruism. One author suggested healing, the core
of the medical profession, consists of two types of behaviors:
right actions (based upon clinical evaluation and available
information) and good actions (incorporates patient values,
preferences, and autonomy, as well as the physician’s judgment) [35]. With this combination of right and good actions
there are three questions that the author suggests are inherent
within each patient encounter: (1) What is wrong with the
patient, (2) What can be done for this patient, and (3) What
should be done with this patient? Developing the professional knowledge and skills necessary to become a competent physician encompasses the science of medicine,
knowledge of available resources, and how to utilize those
resources on the patients’ behalf. However, that is only part
of the equation. The skilled physician also applies the art of
medicine to ensure patients are served in a manner that builds
trust in the profession, is consistent with the patients’ values
and beliefs and upholds the standards of the profession. This
is the “what should be done” of clinical care.
The science of medicine is taught throughout medical
school and there is a formal program through residencies,
fellowships, and curriculum development which builds this
aspect of the professional physician. However, how to
develop the interpersonal skills and traits needed by the physician to apply their knowledge can be less transparent.
Developing the appropriate curriculum to be used and implemented is an important component of professionalism within
the eld. One set of authors originally developed a six-step
curriculum development model and have been rening it for
25years [34]. Other authors have more recently developed a
six-step model with some similar components [54].
Combined the steps consist of the following:
• Problem identication and needs assessment (general and
learner specic)
• Prioritize content and provide a written rationale
statement
• Develop goals and objectives
• Determine teaching and educational strategies
• Implementation of the curriculum
• Evaluation, feedback, and identify lessons learned (indi-
vidual and organizational)
These models are methodical and clearly help to highlight
the process of developing medical curricula. Additionally, it
has been suggested there are multiple steps to specically

• Step 11: Identify lessons learned
29 Teaching andEvaluating Professionalism inFamily Medicine
315
Fig. 29.2 Adapted from
Cruess & Cruess, Journal of
The American Board of
Family Medicine, 2020
Phase 1 (Expectation Development)
• Step 1: Problem identification and needs assessment
• Step 2: Prioritize content and provide a written rationale statement
•Step 3: Develop goals, objectives, and expectations
• Step 4: Determine teaching and educational strategies
Phase 2 (Curriculum Application)
• Step 5: Implementation of the developed curriculum
• Step 6: Formative assessment
• Step 7: Consistent monitoring and feedback
• Step 8: Remediation as needed
Phase 3 (Proficiency Evaluation)
• Step 9: Summative evaluation
• Step 10: Final feedback
teaching professionalism in medicine [35]. These steps
include:
• Setting the expectations
• Performing assessments
• Remediating unacceptable behaviors
• Monitoring improvement and change
• Implementing a supportive cultural change
Though not specic to curriculum development it is
included here to ensure these steps are considered during
curriculum development (see Fig.29.2). Remediation, moni-
toring, feedback, and evaluation are intrinsic to a transparent
process of development, and learning not to utilize it simply
as a corrective tool when things go wrong. In this way, professionalism and standards for skill acquisition are inherent
throughout the entire curriculum.
For the purposes of this chapter, we shall combine some
of these steps for an integrated version of the process. The
purpose of doing this is to highlight the essential aspects
related to learning and developing professionalism within
medicine, not how to develop specic curricula that can be
found in other resources. Development of professionalism
within a curriculum can involve three phases: expectation
development (steps 1–4 as previously mentioned), curriculum application, and prociency evaluation.
The Hidden Curriculum
sional identity, emotional neutralization, erosion of ethical
integrity, acceptance of hierarchy, and learning of what is
‘really’ valued as ‘good doctoring’…the HC as ‘the real
teacher’ is understood to socialize students to what is ‘actually’ valued in medical education and medical practice.
Ironically, this positioning of the effects of the HC can actually displace the role of the formal curriculum as the foundational underpinning of medical training. Indeed the ‘real
teaching’ is perceived to happen implicitly, making the ‘real
curriculum’ hard to nd and to revise, unless all teachers are
targeted as needing to be better regulated” [42, p. S8–S9].
From this, we can see the importance of making the hidden curriculum more explicit in order to moderate the negative effects, but also increase the positive effects of tacit
learning. Modeling is a powerful tool to help learners consolidate information and interpret the importance of a variety
of content or circumstances. The problem comes when private, behind-the-scenes behaviors don’t match what is being
taught in the explicit curriculum [40]. One denition of the
HC is “the process… which instills behaviors, attitudes, and
values among trainees in tension with the ideals of the medical profession” (Balboni etal., 2015, p.508). It doesn’t take
more than a few sidelong glances, rolled eyes, or negative
comments about patients to leave an indelible impact on a
medical learner about the expectation of being a professional
in medicine. Developing a powerful, unied curriculum
through both explicit and tacit means is important to improving the quality of training professionalism.
In developing a training platform for professional skill acquisition accounting for and mitigating the negative effects of
the hidden curriculum (HC) may be important. The HC can
be found in all aspects and phases of medical education and
represents a socialization process (Mahood, 2011). One
scoping review about the relationship of humanism and the
HC found it “to include loss of idealism, ritualized profes-
Models ofAdult Learning
Adult learning theory, also known as andragogy, suggests
that as people age their methods and needs in learning differ.
There are numerous theories related to adult education,
learning, and growth which were reviewed, summarized, and
divided into six classes or types of theories [56]. An over-

316
E. T. Perryman and M. A. Dixon
view with a focus on teaching possibilities is provided here
(see Fig.29.3). Each of these groups of theories and models,
along with their specic adherents provide valuable insight
into the learning experience and ideas for additional instructive methods for both the learner and the educator. There is a
wealth of knowledge and ideas for educators available
through additional study of these theories and models.
However, as with any model trying to capture complex, longterm phenomena, they are all incomplete within themselves
and provide only an approximation of what it is meant to
describe [7]. Thus, reliance on any one theory to the exclusion of others will not yield as complete a model of education and teaching as possible.
It is worth mentioning some additional insight from those
who have contributed to these learning theories. There are
two types of characteristics that can inuence adult learning:
Instrumental Learning Theories
• Core Principles: Individual experience and behavioral and cognitive response patterns are malleable
•
Teaching Focus: Use stimuli and personal experience from the learning environment to generate
desired responses or changes in behavior, as well as improvements to process of perceiving and
processing information.
personal (age, life phases, developmental stages, etc.) and
situational (learning engagement, voluntary status, and
administration of learning, etc.) [16]. This highlights the
need for a humanistic view and consideration of the social
aspects of learning. Another model known as SelfDetermination Theory suggests individuals have three needs
to be addressed when learning or engaging in patient care:
autonomy, connection (also known as relatedness), and competence [19]. This provides a good summary of developing
professionalism in medicine: learning to act independently,
developing quality relationships with patients, and having
the competence to effectively help the patient.
Learning to change and alter educational strategies can be
challenging, but adult learning theories can help improve
instructional efcacy with traditional teaching formats [15].
For example, traditional lectures have low levels of informa-
Humanistic Theories
• Core Principles: Individual development, self-direction, and self-actualization
• Teaching Focus: Self-directed learning and directed self-learning are critical aspects of the learning
process. The responsibility for learning and development through active involvement, use of life
experiences, and practical application lies with the individual.
Transformational Theories
• Core Principles: Critical reflection of personalized belief's and assumptions
• Teaching Focus: Provide opportunities for critical reflection of biases, predispositions, and personal
perspectives about the patient and their condition as a transformative experience which can be
accomplished through dilemmas, journaling, and context.
Social Learning Theories
• Core Principles: Context and environment influence quality and degree of learning
• Teaching Focus: Consider the social availability of the learning environment, as well as the tools
utilized to teach and physical setting where learning takes place. In short, what are the contextual
influences of learning?
Motivational Models
• Core Principles: Ability expectation and capacity to reflect influence motivation to learn and grow
• Teaching Focus: Help learners develop a sense of competence in their learning capacity and link
their values to the drive to succeed in the learning environment. Identify barriers to motivation
such as significant life events, competing demands, and any barriers to learning.
Reflective Models
• Core Principles: Reflection leads to new potential actions and change
• Teaching Focus: Provide opportunities for deliberate practice with ample feedback and guided
opportunities for reflection. This generates insight for the learner about their practice and for the
educator about their abilities and awareness of skill level.
Fig. 29.3 Phases and steps of curriculum development

29 Teaching andEvaluating Professionalism inFamily Medicine
317
tion retention but can be improved by shortening lecture
duration, focus on high yield information, and increase
engagement of the learners throughout the lecture.
Models ofKnowledge andSkill Development
andMastery
Identication of adult learning theories during curriculum
development is important. However, there are also models of
knowledge and skill development which can be used in curriculum management as well. We will examine several of
these models to determine how they might work together.
This has been accomplished other times in the medical literature, to include one model built to develop procedural skills
in physicians [53]. In their paper, they showed how a model
of expertise development, the Dreyfus model, and a model of
skill development, Simpson and Harrow, were integrated and
could usefully build on one another to provide a more complete picture of development than either could do on its own.
This chapter will attempt to follow such a pattern to provide
a model of developing knowledge, skills, and attitudes
toward the attainment of professionalism.
A well-known model of hierarchical knowledge development, especially of the cognitive processes involved, is
Bloom’s taxonomy of learning. A taxonomy has been dened
as a “multi-tiered model that classies the different levels of
learning domains, which can guide the academic members to
plan for their teaching and assessment so that it can be
aligned with the educational objectives” [28]. The initial
model, developed for educational professionals, consisted of
six hierarchical domains of learning which represented a
cognitive, progressive pattern of integrating information,
applying that information, and evaluating the outcomes [9].
The stages were identied as Knowledge, Comprehension,
Application, Analysis, Synthesis, and Evaluation. This
model started a revolution in the way educators in all elds
perceived the process to help learners progressively advance
through stages of knowledge and application [22]. A revision
of this model took place in 2001 with the six stages being
renamed and interpreted slightly differently [6]. These stages
were identied as Remember, Understand, Apply, Analyze,
Evaluate, and Create. Additionally, the revised taxonomy
included a second dimension regarding types of knowledge
that can be used in the cognitive domain of learning: factual,
conceptual, procedural, and metacognitive [37]. Figure29.4
shows how each stage of learning can use the types of knowledge independently to progress within the stage. Some
authors have applied Bloom’s Taxonomy to the methods students use to successfully maneuver through multiple-choice
question tests in medical education [64]. They found students can approach it as a process of rote memorization or a
process of analyzing the questions through information
already synthesized, thus the approach to the test determines
if someone is using higher order thinking, not the type of test
itself. Finally, Bloom and his team developed what they
called domains of learning: cognitive, affective, and psychomotor. These domains in medical education are critical to
ensure mastery of the knowledge, skills, and demeanor of a
physician.
In an oft-cited article about the development of medical
prociency, it was suggested that there are four phases of
stages of medical knowledge and skill development: Knows,
Knows How, Shows How, and Does [44]. This could be con-
Remember
Factual
Knowledge
Conceptual
Knowledge
Procedural
Knowledge
Metacognitive
Knowledge
Fig. 29.4 Models of adult learning, adapted from Taylor and Hamdy [56]
Understand
Factual
Knowledge
Conceptual
Knowledge
Procedural
Knowledge
Metacognitive
Knowledge
Apply
Factual
Knowledge
Conceptual
Knowledge
Procedural
Knowledge
Metacognitive
Knowledge
Analyze
Factual
Knowledge
Conceptual
Knowledge
Procedural
Knowledge
Metacognitive
Knowledge
Evaluate
Factual
Knowledge
Conceptual
Knowledge
Procedural
Knowledge
Metacognitive
Knowledge
Create
Factual
Knowledge
Conceptual
Knowledge
Procedural
Knowledge
Metacognitive
Knowledge

318
E. T. Perryman and M. A. Dixon
Fig. 29.5 Integration of the
cognitive domain of learning
and types of knowledge
Receiving
Responding
Valuing
Organization
Characterization
sidered an example of progressive development in the psychomotor domain of learning. It should be observed that,
according to this model, prociency as a physician comes in
stages that build upon one another. At the base is the need for
a body of accurate, meaningful, medical knowledge. Without
this, the development of later stages of performance would
be compromised. Ultimately, the process will lead the physician to take independent action in a manner consistent with
the values and lessons taught through the curriculum. This is
a progressive process and not one which can be rushed. The
rst three stages of this model require the assistance of a
teacher, mentor, and training team to ensure sufcient knowledge is transmitted, abilities are developed, and performance
is monitored. There is a frequently used euphemism in medical training, particularly in surgery, of “see one, do one,
teach one.” Though the saying may be a little truncated, the
underlying principle of active, practical, hands-on experience to increase knowledge development and retention has
long merit in training scenarios and models [36]. In fact, the
principle is more accurately described by another statement,
“see many, learn from the outcome, do many with supervision and learn from the outcome, and nally teach many with
supervision and learn from the outcome” [48]. Again, if we
follow this train of thought, one of the central aspects to
ensure expert skill acquisition, utilization, and promulgation
is adequate and quality supervision.
A taxonomy of affective learning was developed after
Bloom’s taxonomy but with many of the same team members [38]. Though far lesser known, this model provides
some intriguing insights and opportunities to further understand development of knowledge in learners. This domain of
knowledge is focused on the management of attitudes, emotions, interests, motivation, self-efcacy, and personal values, both in terms of learning as well as personal interactivity
Awareness of feelings, emotions, and the ability to selectively
attend to information/events
Active participation in the learning environment both in relation to
the emotions and despite them
Recognize the importance of something, ability to express that
importance, and the worth of particular knowledge, behaviors, etc.
Management of priorities to create an individualized value system
used to influence patterns of response
Internalization of the organized value system to such a degree that
is guides behavior
with others [33]. The stages of development are as
follows: Receiving, Responding, Valuing, Organizing, and
Characterizing (see Fig.29.5 for denitions). This will play
a signicant role when we discuss wellness and mindfulness
in medical training to develop professionalism.
Another well-known model of developing competence in
any area of performance is the Dreyfus model. This model
consists of ve stages: (1) Novice, (2) Advanced Beginner,
(3) Competence, (4) Prociency, and (5) Expert [20]. This
model has specic relevance to medicine and describes the
growth and development ranging from the needs of freshman
medical school students to learn the basic components of
taking a quality medical history to the expert mid-career
physician who has developed such recognition of patterns
that “intuition” seems to guide their practice [7]. Recognizing
how learners may develop through stages of knowledge and
skill acquisition helps to ensure appropriate developmental
practices are in place to challenge each member as they transition into the next phase. The novice learns the basic components of more complex actions independent of situation
with rigid boundaries in place while those with more prociency can be challenged with novel situations to help hone
their skills and develop their capacity to identify the most
relevant aspects of the clinical situation. Development of
expertise is largely based off implicit knowledge gained
through experience, practice, and internalization of knowledge. This model is not without critics, who identify that
skill acquisition could be based more on developing explicit
knowledge and critical thinking skills which can be evaluated, rather than implicit knowledge and intuition which
can’t [45]. Though credible alternatives exist to the postulates which follow from the Dreyfus model, overall the
Dreyfus model supports competency based medical education (CBME) and self-evaluation of abilities [47].

29 Teaching andEvaluating Professionalism inFamily Medicine
319
Fig. 29.6 Affective
hierarchy. (Denitions
adapted from [31])
Dreyfus
• Novice
• Advanced
beginner
•Competence
• Proficiency
• Expert
Development Models andProfessionalism
(Summary andIntegration)
We have now reviewed some developmental models which
covered the three domains of learning: affective [37], psychomotor (Miller), and cognitive (Bloom). This can be used
to simultaneously develop medical knowledge and professionalism within medicine. One set of authors highlighted
four aspects of professionalism: (1) ability for autonomous
action and regulation by other members within the profession, (2) a code of moral behavior to which all must adhere,
(3) a commitment to standards of service which separates
those within the profession from those without, and (4) a set
of knowledge with is developed and maintained within the
profession [8]. The aspects of professionalism can be roughly
correlated with the models previously discussed (see
Fig.29.6). Thus, medical trainers can look to different models of learning and development based on which domain of
learning they are focused to achieve an overall level of
prociency.
Methods ofTeaching andEvaluating
Professionalism
There are numerous methods of teaching and evaluating professionalism within family medicine residencies. Below is a
list of potentially useful activities:
Krathwohl
• Receiving
• Responding
•Valuing
•Organization
• Characterization
Miller
• Knows
• Knows how
• Shows how
•Does
Bloom’s Tax
•Remember
•Understand
• Apply
• Analyze
• Evaluate
•Create
time scheduling, assessment modalities, and role of faculty as teaches, assessors, and mentors
• Consensus Expectations on Professional Behavior Traits
at end of each UG/PG
• Self-Assessment Tools: Professional Assessment Tool,
Professionalism Mini Evaluation Exercise, Assessment
by Peers, Assessment by Patients, 360° Evaluations
Conclusion
Finding theBalance
The eld of Family Medicine seeks to improve the health of
patients, families, and communities alike, and are the only
specialists qualied to treat most ailments while providing
comprehensive health care for people of all ages [4]. The
center of primary care, family medicine physicians can be
catalysts for change due to their unique role and intimate
knowledge of understanding community-level factors
impacting public and personal health, in addition to being
well-positioned to meet the individual health-related physical and social needs of their patients. Many aspects of being
a good family physician require a balance of a multitude of
skills: demonstrating reective practice, having humanistic
qualities, cultural sensitivity, clinical competence, and professional humility, fall under the umbrella of professionalism
in medical practice.
• Peer instruction, ACTIVE, Buzz groups, audience
response systems, in class writing, think-pair-share [15]
• Process of learning [56]
• Flipped classroom [24]
• Problem-based learning [3]
• Small-group discussions
• Didactics
• Reection
• Simulations
• Observation
• Role-modeling
• Standard model of teaching
• Standardized orientation and expectations for evaluating
professionalism through methods, tools and techniques,
Context Matters
As the eld of family medicine evolves, so do the metrics
upon which milestones and competencies are measured, and
how professionalism is taught. The model of teaching that
ACGME will be adopting in the future is based on selfregulated learning. Competency-based medical education
(CBME) supports the uid nature of learning environments
and empowers learners to take an active role in learning [51].
Frank et al. [23] dene CBME as an “outcomes-based
approach to the design, implementation, assessment, and
evaluation of medical education programs, using an organizing framework of competencies.” The goal of moving toward
CBME, helps take some of the pressure off resident physi-
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