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Direct Observation of Clinical Skills During Patient Care NEW INSIGHTS – REYNOLDS MEETING 2012 Direct Observation Team: J. Kogan, L. Conforti, W. Iobst, E. Holmboe

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Page 1: Direct Observation of Clinical Skills During Patient Care NEW INSIGHTS – REYNOLDS MEETING 2012 Direct Observation Team: J. Kogan, L. Conforti, W. Iobst,

Direct Observation of Clinical Skills During Patient Care

NEW INSIGHTS – REYNOLDS MEETING 2012

Direct Observation Team:J. Kogan, L. Conforti, W. Iobst, E. Holmboe

Page 2: Direct Observation of Clinical Skills During Patient Care NEW INSIGHTS – REYNOLDS MEETING 2012 Direct Observation Team: J. Kogan, L. Conforti, W. Iobst,

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Medical Education Trend 2000- present

Competency BasedEducation

Variable length, defined outcome

Fixed length, variable outcome Structure/Process•Knowledge acquisition•Single subjective measure•Norm referenced evaluation•Evaluation setting removed•Emphasis on summative

Competency Based•Knowledge application•Multiple objective measures•Criterion referenced•Evaluation setting: DO•Emphasis on formative

Caraccio et al 2002

Page 3: Direct Observation of Clinical Skills During Patient Care NEW INSIGHTS – REYNOLDS MEETING 2012 Direct Observation Team: J. Kogan, L. Conforti, W. Iobst,

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In-Training Performance AssessmentAssessment in authentic situations

Learners’ ability to combine knowledge,skills, judgments, attitudes in dealing with realistic problems of professional practice

Assessment in day to day practice Enables assessment of a range of essential

competencies, some of which cannot be validly assessed otherwise

Govaerts MJB et al. Adv Health Sci Edu. 2007;12:239-60

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Observation to Test AssumptionsDirect observation can test assumptions4 observations needed to detect outliers

Shared responsibility

Detect Outliers Feedback/development

TIME/TASKEarly Late

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Observation and Safe Patient Care

Importance of appropriate supervisionEntrustment

Trainee performance* X Appropriate level of supervision**

Must = Safe, effective patient-centered care

* a function of level of competence in context

**a function of attending competence in context

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Types of SupervisionRoutine oversight

Clinical oversight planned in advance (i.e. what we normally do)

Responsive oversight: Clinical activities that occur in response to trainee or

patient specific issues (i.e. you do more than usual)Direct patient care:

When supervisor moves beyond oversight to actively providing care for the patient

Backstage oversight: Clinical oversight which the trainee is not aware of

Kennedy TJT et al. JGIM 2007.22:1080-85.

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Your Supervision

How do you usually supervise?When do you supervise more closely?How do you change your supervision to ensure

patients get safe, effective, patient-centered care?What did you learn observing that will change how

you supervise going forward?

REMEMBER: SUPERVISION ALSO FOR FEEDBACK

Page 8: Direct Observation of Clinical Skills During Patient Care NEW INSIGHTS – REYNOLDS MEETING 2012 Direct Observation Team: J. Kogan, L. Conforti, W. Iobst,

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Entrustment

“A practitioner has demonstrated the necessary knowledge, skills, and attitudes to be trusted to independently perform this activity.”

Ten Cate O, Scheele F. Acad Med 2007;82:542-7

Page 9: Direct Observation of Clinical Skills During Patient Care NEW INSIGHTS – REYNOLDS MEETING 2012 Direct Observation Team: J. Kogan, L. Conforti, W. Iobst,

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Problems with Performance Assessment

Poor accuracy

Focus on different aspects of clinical performance

Differing expectations about levels of acceptable clinical performance

Rating errors Halo effect/ “Horn” effectLeniency/stringency effect

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Factors That May Impact Ratings

Minimal impact of demographicsAge, gender, clinical and teaching

experienceFaculty’s own clinical skills may matter

Faculty with higher history and patient satisfaction performance scores provide more stringent ratings.

Kogan JR. et al. Acad Med. 2010;85(10 Suppl):S25-8

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Factors Influencing Faculty RatingsDifferent frameworks for judgments/ratings

Self-as-reference (predominant) Trainee levelAbsolute standardPracticing physicians

Page 12: Direct Observation of Clinical Skills During Patient Care NEW INSIGHTS – REYNOLDS MEETING 2012 Direct Observation Team: J. Kogan, L. Conforti, W. Iobst,

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Faculty OSCE Clinical Skills

Competency Mean (SD) Range Generaliz-ability

History Taking 65.5% (9.6%) 34% - 79% 0.80

Physical Exam 78.9% (13.6%)

36% - 100% 0.52

Counseling 77.1% (7.8%) 60% - 93% 0.33

Patient Satisfaction1

5.62 (0.48) 4.43 – 6.63 0.60

1On 7-point scale

Kogan JR. et al. Acad Med. 2010;85(10 Suppl):S25-8

N=44

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Other Factors Influencing Ratings

Factors external to resident performanceEncounter complexity Resident characteristicsInstitutional culture

Emotional impact of constructive feedback

Role of inference

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Definition of Inference

a. The act or process of deriving logical conclusions from premises known or assumed to be true.b. The act of reasoning from factual knowledge or evidence.

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Affix meaning

Concrete data

(resident actions)

ConclusionsAssumptions

1.

2.

3.

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The Problem with InferenceInferences are not recognized

Inferences are rarely validated for accuracy

Inferences can be wrong

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Types of Inference about ResidentsSkills

Knowledge Competence Work-ethic

Prior experiences Familiarity with scenario

Feelings Comfort Confidence Intentions Ownership

PersonalityCulture

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High Level Inference

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Direct Observation: A Conceptual Model

Kogan JR, et al. Med Educ. 2011

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International Comparative Work Yeates (UK)

Differential salience Criterion uncertainty Information integration

Govaerts (Netherlands) Use of task-specific and person schemas

Substantial inference in person schema Rater idiosyncrasy

Gingerich (Canada) Impact of social models: clusters; person; labels

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Achieving Accurate, Reliable Ratings

Form is not the magic bullet

Assessment requires faculty trainingSimilar frameworksAgreed upon levels of competenceMove to criterion referenced assessment

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Questions