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Ординатура / Хирургия / Библиотека им академика М.И. Перельмана / Книга_2823_Библиотеки_им_академика_М_И_Перельмана

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methods to help faculty improve and increase observation.
Increasing Faculty Buy-In for Direct Observation
Getting faculty to observe learners is challenging. For decades faculty have taken at face value the veracity of the history and physical examination presented on rounds without ever watching the learner perform these skills. Furthermore, observation may only happen once or twice during a clinical rotation. Faculty observing students on electives, residents, and fellows occurs even less frequently. It is therefore important to convince faculty that direct observation is important and worthwhile. You can share the evidence about the importance of direct observation described in the beginning of the chapter (Box 5.1
).
It is beneficial to explore faculty’s attitudes about direct observation at the start of faculty development workshops. Ask faculty to recall a time when they were observed as a learner with a patient for the purpose of getting feedback. Have faculty reflect about that experience and whether it was or was not helpful. Faculty can share their reflections in pairs and then as a larger group. Some faculty will describe how they were never observed. These faculty might describe how the lack of observation and feedback left them uncertain about their level of competence. Others may describe that the lack of observation did not jeopardize their skill development. These faculty may not believe direct observation is necessary in clinical training (which is important to know at the outset of faculty development). Other faculty will describe being infrequently observed as a student and even less frequently as a resident or fellow.
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Many faculty recall these experiences as anxiety provoking or as a checkbox activity.
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Rarely, faculty will remember being observed and finding it helpful. The point is that asking faculty about their experiences being observed can shed light on their perspectives about direct observation and their potential willingness to do direct observation.
A second, related activity is asking faculty to recall a time when they observed a learner with a patient for the purpose of feedback. Have faculty share how it felt to be the observer and what, if anything, was useful. This exercise can highlight how faculty learned something new about the learner’s skills they otherwise would not have known (e.g., a learner who gives excellent patient presentations but has poor interpersonal skills at the bedside). Other faculty may describe their discomfort doing direct observation and their uncertainty about what behaviors they should focus on. Some faculty might describe how observing learners was required but was not educationally beneficial for the learner. Again, these conversations enable you to understand the attitudes of faculty prior to faculty development or the implementation of direct observation programs.
To increase faculty motivation for direct observation, ask faculty to share their “You will never believe what I observed today” experiences. That is, a time when they learned something about their learner’s skills that they never would have discovered had they not observed the learner with the patient. We share an experience where one of us observed a learner evaluating a patient with probable endocarditis. The learner did the fundoscopic exam holding the ophthalmoscope backward (so that the light was shining in the learner’s, not the patient’s, eye). Without direct
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observation we would not have realized that the statement “the fundi were not well visualized” was because of poor examination technique, not miotic pupils. We also share an example where direct observation helped us appreciate what a learner was doing well. One of us observed a learner who appeared to have poor interpersonal skills and a negative attitude toward patient care in the precepting room but who was highly skilled at empathic patient-centered interviewing during the clinical encounter. Asking faculty to identify these “surprise” experiences allows faculty to share unexpected insights into learners’ clinical skills through direct observation. Doing so helps build buy-in for direct observation.
Finding Time for Direct Observation
One of the greatest barriers to direct observation is faculty’s real or perceived lack of time.
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It is helpful to emphasize that direct observation does not require watching a patient encounter from start to finish. While observing an entire encounter may be valuable, there is rarely time for this. It is perfectly acceptable to watch part of a patient encounter, a so­called observation snapshot. Observation snapshots improve the feasibility of direct observation. Furthermore, multiple observation snapshots across various contents and contexts by multiple faculty and other health professionals improves the validity of the assessments and the inferences that are
made from them.
146,171
Since faculty may be used to watching full patient encounters, have them brainstorm potential observation snapshots.
It is important to make direct observation meaningful for
the learner. There is low value in observing a learner begin a
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patient encounter if you already know the learner is highly skilled in agenda setting. It would be more valuable to focus observation on an area in which the learner is less skilled; for example, taking a history from a nonnative language– speaking patient using an in-person or telephone interpreter. Additionally, direct observation should focus on observing skills that the learner wants and needs to develop. Encourage faculty to work with their learners to identify learner­centered snapshots (a skill the learner would like to work on and receive feedback about). When learners perceive that WBA is being used for learning, they are more likely to seek out corrective feedback rather than “play to the test.”
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Faculty should be encouraged to identify snapshots that are also meaningful for the patient (a skill that could improve the care a patient receives). An example snapshot is watching a resident counsel a patient with poorly controlled type 2 diabetes about the need to initiate insulin. In this scenario, the faculty can observe the resident and provide feedback about the resident’s counseling skills while assisting the learner in the conversation with the patient.
Observation snapshots should be aligned with the competency milestones or EPAs, depending on the educational system being used. Faculty and/or program directors should identify observations that will inform the milestones. For example, if a competency milestone is “the ability to identify and incorporate patient preference in shared decision-making,” faculty might observe a learner discussing a controversial screening decision (e.g., screening mammography between 40 and 50), starting a cholesterol­lowering medication, or engaging in a goals of care discussion.
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It is beneficial to help faculty identify observation snapshots that can save time. For example, faculty can save time by watching a learner do a shoulder exam rather than having the learner present the shoulder exam and then going back to see the patient and repeat the exam. This approach benefits the patient who then does not need two exams on their painful shoulder. In the ambulatory setting, encourage faculty to observe one of the residents seeing their “first patient” of the day. This strategy works well because residents are not yet running behind or waiting to present a patient. Observation snapshots may not simultaneously meet all these goals of helping the learner, helping the patient, and saving time. However, some snapshots can accomplish many of these goals simultaneously. An observation snapshot tip sheet is provided in Appendix 5.6.
Most importantly, observation snapshots are more likely to happen when there is an educational culture that values and
supports direct observation and feedback.
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Support includes sufficient time to do direct observation. Programs need to determine whether their current resident:faculty staffing models permit WBA. If not, institutions should consider reducing faculty:resident precepting ratios.
Preparing Learners for Direct Observation
Program directors and faculty must prepare learners for direct observation.
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Program or course directors should orient learners to the purpose of direct observation and feedback and introduce learners to the concepts of deliberate practice, feedback, and coaching. Program directors should teach their learners how to be proactive identifying the skills
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they want/need to develop since feedback is most effective when the learner has a self-directed agenda. Program directors should explain to learners how self-assessment guided by external assessments can inform personal learning goals about which learners can then seek feedback. Learners can identify goals/skills independently or in a group. For example, learners can brainstorm lists of skills that are PGY specific (intern vs. PGY 3) or rotation specific (ambulatory vs. critical care skills, etc.).
Learners also benefit from being taught how to elicit
effective feedback that is specific and includes an action plan.
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Learners can then “mentor-up” by eliciting useful feedback from a teacher who otherwise may not have provided effective feedback. Program directors can demonstrate the difference between nonspecific, open-ended questions to elicit feedback (e.g., “How am I doing?”) and more specific questions (e.g., “How are my counseling skills?”) and even more specific questions (e.g., “What aspects of shared decision-making could I work on?”). Additionally, program directors can teach learners how to elicit a specific action plan (e.g., “What suggestions do you have for how I can be even more patient centered when I am counseling patients?”).
While some learners readily accept direct observation and find WBA valuable, many learners do not see WBA as a meaningful assessment activity for their professional
growth.
175–177
Learners often find direct observation anxiety
provoking and try to actively avoid it.
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To address this, direct observation and the feedback that follows are most effective when situated in longitudinal learner and assessor
relationships.
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These longitudinal relationships promote
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the formative intent of WBA. Longitudinal relationships also increase the likelihood learners will find feedback credible and trustworthy (and therefore act on it). It is therefore important that program directors maximize longitudinal relationships when planning educational rotations.
Preparing Faculty for Performing the Observation
Faculty often describe feeling uncomfortable doing direct observation.
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They worry that their presence will interfere with and/or undermine the learner–patient therapeutic relationship. This can be addressed by reviewing how faculty can prepare themselves, the learner, and the patient for observation (Box 5.4). Preparation for observation is often overlooked or absent in faculty training.
Box 5.4
Preparing for and Performing Direct Observation
•. Prepare learner for direct observation
• Set expectations with the learner about what will happen during direct observation.
• Ask the learner what the observation focus should be (i.e., what does the learner want feedback about).
•. Faculty preparation for direct observation
• Determine goals of observation.
• Consider using observational aids.
• Consider positioning in the room (triangulation).
• Consider how findings will be confirmed.
• Minimize external interruptions (e.g., avoid taking routine calls).
•. Patient preparation for direct observation
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• Explain the presence of the assessor in the room.
• Explain that the assessor may leave the room before the encounter ends.
•. Avoiding intrusions
• Avoid interjecting or interrupting.
• Do interject to correct misinformation.
• Do interject if something egregious is occurring.
Prior to observation, faculty should explain to the learner what will happen during observation. As noted earlier, faculty should ask what the learner would like the focus of the observation to be. This helps faculty determine the goals of the observation before entering the patient’s room. For example, if the goal of the observation is to observe a learner’s physical examination skills, faculty should consider what physical examination components are relevant to the patient’s chief complaint or medical condition. This usually requires hearing the patient’s history prior to observation. Bedside presentations are an efficient way to hear about the patient’s history and patients appreciate such
presentations.
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Faculty can also prepare for observation by identifying how and when they will confirm (if deemed necessary) the learner’s findings.
When preparing the learner, faculty should encourage the learner to “do what they would normally do,” recognizing the presence of an observer changes the context of the encounter. If doing an observation snapshot, faculty should remind the learner they will not be observing the entire encounter. If faculty plan to take notes during the observation, faculty should inform the learner they are noting both strengths and areas for improvement. Otherwise, the
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learner may erroneously assume that every time the faculty is writing, the learner is making a mistake.
It is valuable to teach faculty where to position themselves in the room when observing. Correct positioning minimizes interfering in the learner–patient relationship while simultaneously ensuring that faculty can see both the learner and the patient. Faculty observers should not be distracting and should safeguard the learner–patient relationship whenever possible. Fig. 5.9 demonstrates the principle of triangulation. Triangulation maximizes faculty’s ability to observe while minimizing visual interference. Faculty should also prepare the patient for the observation. Either the learner or faculty should explain to the patient why the faculty will be present during the encounter. Faculty should inform patients if they do not plan to stay for the entire encounter.
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FIG. 5.9 Triangulation.
Faculty can practice their observation skills by watching a video of a faculty observing a learner (Video 5.10, Scenario: Conducting an Observation). After watching the video, faculty can discuss the following questions in a group: What did the faculty do well during the observation? What didn’t they do well? How could the faculty be more effective doing direct observation? How could the faculty better prepare the learner and patient? How could the faculty better position themselves? How could the faculty minimize distractions and interruptions?
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