“learning the lingo”: a grounded theory study of telephone
TRANSCRIPT
“Learning the lingo”: A grounded theory study of telephone talk inclinical education
Eppich, W. J., Dornan, T., Rethans, J-J., & Teunissen, P. W. (2019). “Learning the lingo”: A grounded theorystudy of telephone talk in clinical education. Academic Medicine.https://doi.org/10.1097/ACM.0000000000002713
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Download date:22. Apr. 2022
1
“Learning the lingo”: A grounded theory study of telephone talk in clinical education 2
3
Walter J. Eppich, MD, PhD 4
Tim Dornan, MD, PhD 5
Jan‐Joost Rethans, MD, PhD 6
Pim W. Teunissen, MD, PhD 7
8
Dr. Eppich is associate professor of pediatrics‐emergency medicine and medical education, 9
Northwestern University Feinberg School of Medicine, Chicago, USA 10
11
Dr. Dornan is professor of medical education, Queens University, Belfast, UK, and emeritus 12
professor at Maastricht University, the Netherlands 13
14
Dr. Rethans is professor of human simulation and director of medical education programs 15
Maastricht University, the Netherlands 16
17
Dr. Teunissen is professor of medical education at Maastricht University, the Netherlands 18
19
20
21
Corresponding author: 22
Walter Eppich, MD, PhD 23
Ann & Robert H. Lurie Children’s Hospital of Chicago 24
Division of Emergency Medicine 25
225 E. Chicago Ave Box 62 26
Chicago, IL 60611 27
Telephone: 312‐227‐6080 28
Fax: 312‐227‐9475 29
Email: [email protected] 30
31
Each author made substantial contributions to conception and study design. WJE collected all 32
data. Each author contributed to analysis and interpretation of data as well as drafting and 33
reviewing the article critically for important intellectual content. Each author takes take public 34
responsibility for the entire work. 35
36
37
38
39
ABSTRACT 40
Purpose: Although the workplace learning literature has focused on ‘doing’, clinical practice 41
involves ‘talking’ not only with patients but also about patients with other health professionals. 42
Work‐related telephone conversations among clinicians are common, but their contribution to 43
doctors’ learning remains underexplored. Using a socio‐cultural perspective, the authors 44
examined how telephone talk influences physicians’ clinical education. 45
Methods: Using constructivist grounded theory methodology, the authors conducted 17 semi‐46
structured interviews with doctors from a variety of specialties and training levels from two 47
American academic medical centers between 2015‐2017. They collected and analyzed data 48
iteratively using constant comparison to identify themes and explore their relationships. 49
Theoretical sampling in later stages occurred until sufficiency was achieved. 50
Results: Residents and fellows reported speaking on the phone regularly to facilitate patient 51
care and needing to learn how to tailor their talk based on goal(s) of the conversation and their 52
specific conversation partners. Three common conversation situations highlighted the interplay 53
between patient care context and conversation and created productive conversational tensions 54
that influenced learning positively, namely experiencing and dealing with (a) power 55
differentials, (b) pushback, and (c) uncertainty. 56
Conclusions: Telephone talk contributes to postgraduate clinical education. Physicians‐in‐57
training learn both ‘how to talk’ and ‘learn through talk’ on the telephone mediated by 58
productive conversational tensions that motivate them to modify their behavior to minimize 59
future tensions. An evolution of ‘how to talk’ enables physicians‐in‐training to advocate for 60
their patients and promote patient care. Preparing residents to deal with pushback could 61
support their learning from this ubiquitous workplace activity. 62
63
INTRODUCTION 64
While research on clinical workplace learning often focuses on how students and 65
residents learn from ‘doing’,1-4 much of clinical practice involves ‘talking’ not just with patients 66
but about patients with other health professionals. As in other occupations,5,6 ‘talk’ 67
encompasses verbal and nonverbal content and its accompanying social implications and 68
comprises a significant component of clinical work. Moreover, according to both psychological 69
and sociocultural theorists, talk mediates learning,7,8 making learning inseparable from patient 70
care. Although researchers have examined how medical students learn oral presentation 71
skills,9-12 we have much to learn about how talk shapes clinical education. 72
Each day physicians‐in‐training speak with many conversation partners for a wide 73
variety of reasons, e.g. to coordinate patient care across distributed teams or to seek/give 74
advice about patient management. The distributed nature of modern healthcare spreads 75
cognition across multiple agents in space and time, highlighting how language impacts macro‐76
cognitive processes like sense‐making and decision‐making.13 A clearer understanding of 77
workplace talk would help us to delineate its specific contribution to clinical education. 78
Work‐related telephone conversations represent a useful setting to study learning from 79
healthcare workplace talk. Limited research has outlined strategies for telephone interactions 80
between doctors seeking advice from subspecialist physicians.14-16 These studies do not explore 81
the intrinsic learning potential of telephone conversations. Further, they only touch on the 82
social nature of telephone interactions and frame them primarily as transactions of information 83
exchange between conversation partners. We need to study the influence of social aspects 84
such as hierarchy and power on learning from telephone conversations. 85
Different perspectives illuminate different aspects of talk. We chose a sociocultural lens 86
that emphasizes both social and individual dimensions of talk to human development and 87
learning.17,18 Sociocultural speaking, talk mediates human thought, forms social structures, and 88
gives people agency; all are integral to learning.18,19 Thus, as junior physicians‐in‐training 89
progress in their clinical training, talk plays a vital role in their evolution from peripheral to full 90
participants in their community of practice,19 a perspective reflected in works exploring 91
socialization in medicine.20-23 A socio‐cultural perspective helps us examine how telephone talk 92
influences this developmental trajectory. We recognize that multiple approaches exist for 93
studying talk in social contexts. Conversation analysis (CA) is often used to study talk and social 94
interactions and involves recording and analysis of actual conversations to “identify stable 95
practices and underlying normative organizations of interactions”.24 However, since we were 96
interested in motivations and perceptions behind telephone conversations, we chose 97
constructivist grounded theory (CGT),25,26 a qualitative methodology suited to explore complex 98
social phenomena unexplained by pre‐existing theory. 99
Better understanding of residents’ and fellows’ telephone talk would yield valuable 100
insights to promote practice improvements and clinical education. Thus, we used residents’ and 101
fellows’ accounts of their work‐related telephone conversations as a model to study healthcare 102
talk to answer the research question: How do telephone conversations contribute to 103
postgraduate medical trainees’ workplace learning? 104
105
METHODS 106
Using CGT, we sought to derive a conceptual framework explaining the role of work‐107
related telephone conversations in resident and fellow clinical education. CGT encourages 108
researchers to include their own backgrounds and perspectives.25 All four authors are 109
physicians with significant experience in medical education research; WJE and PWT remain 110
active clinicians. Additionally, PWT and TD have extensive backgrounds in qualitative research. 111
The study took place at an accredited medical school in Chicago in the United States. 112
Using targeted recruitment emails based on training program directors’ suggestions, we invited 113
residents and fellows across postgraduate years from various specialties from multiple 114
residency and fellowship programs between 2015 and 2017. Several residents, including one at 115
another large academic medical center in the United States, were invited via email at the 116
suggestion of participants who had already been enrolled. Participants received no 117
compensation or incentive. We obtained informed consent from each participant. The ethics 118
committee at Ann & Robert H. Lurie Children’s Hospital of Chicago approved this study. 119
One investigator (WJE) conducted all individual semi‐structured interviews with an 120
initially purposive sampling of residents and fellows from December 2015 to February 2017. All 121
interviews focused on patient care‐related telephone conversations between doctors and other 122
health professionals. Open ended questions invited participants to describe their experiences 123
speaking on the telephone with other clinicians to advance patient care. See Appendix for 124
interview guide and follow up questions. Following CGT methodology, we collected and 125
analyzed data iteratively using constant comparison.25,26 Interviews were audio‐taped, 126
transcribed, reviewed for accuracy, and de‐identified. 127
The analysis proceeded in three phases, first with line‐by‐line coding and using constant 128
comparative analysis of initial interviews to create focused codes. Two co‐authors (WJE, PWT) 129
coded a sub‐set of interviews to ensure consistent coding; disagreements were resolved 130
through discussion. Further analytic meetings in pairs (WJE and TD or WJE and PWT) served to 131
elevate and combine key concepts into identify major themes. The entire team met to examine 132
the relationships among major themes to theorize how work‐related telephone conversations 133
contributed to learning. As per CGT methodology, in latter stages of iterative data collection 134
and analysis we recruited additional participants whose specialty and training level allowed us 135
to refine aspects of our evolving conceptual model that remained unclear. Data collection 136
ended when our analysis achieved theoretical sufficiency.25-27 We used MAXQDA (Berlin, 137
Germany) to facilitate data management, interpretation, coding, and memoing. 138
139
140
141
RESULTS 142
We interviewed seventeen physicians‐in‐training (11 male, 6 female) from post‐143
graduate year 1 through 8 across a variety of specialties from three different academic 144
hospitals participated. See Table 1 for an overview of participant characteristics. Anonymous 145
participant codes identify representative quotations (e.g. P004). All participants reported 146
speaking regularly on the phone with a wide variety of conversation partners depending on 147
their role, practice domain, and urgency of clinical situations. Participants reported needing to 148
learn how to tailor their talk efficiently and effectively based on goal(s) of the conversation and 149
their specific conversation partners. 150
For participants, the dynamic interaction between clinical situations requiring telephone 151
conversations and their respective conversation partners contributed to their learning 152
potential. Young doctors learned how to talk in terms of ‘what to say’ related to informational 153
and social content as well as the rhetoric of ‘how to say it’. Our participants highlighted that 154
both ‘what to say’ and ‘how to say it’ signified culturally sanctioned and expected ways of 155
talking that were influenced by and reflective of their developmental trajectory from junior to 156
more senior physician. This evolution in ‘how to talk’ directly enabled them to enact safe, 157
effective, and progressively efficient team‐based patient care. 158
Our participants encountered three common conversational situations repeatedly 159
during work‐related telephone talk that generated tensions. These productive conversational 160
tensions seemed to influence learning positively since they prompted doctors‐in‐training to 161
adapt their talk over time in order to manage these tensions. Thus, these tensions contributed 162
both to how participants ‘learned how to talk’ and how they ‘learned through talk’ (see Figure 1 163
for a visual overview of major themes and subthemes). The three situations that exemplify 164
productive conversational tensions included experiencing and dealing with: 165
Power differentials 166
Pushback 167
Uncertainty while also striving to embody trustworthiness 168
169
Experiencing and dealing with power differentials 170
Many participants reported experiencing power differentials among conversation 171
partners that seemed to both help and at times hinder learning. For example, a number of 172
participants reported experiencing emotional reactions when calling attending physicians. They 173
used words like ‘intimidating’ and ‘feeling nervous’ that highlighted the role of ‘hierarchy’ in 174
healthcare and needing to learn how to manage nervousness and threats to self‐confidence. 175
176
When I’m calling an attending…there’s some voice in the back of my head asking me 177
whether or not that call should be made or if that’s going to…be perceived 178
negatively…or also just my own hang‐ups about not wanted to feel weak. (P004) 179
180
Perceived asymmetry across hierarchical boundaries could influence learning positively. 181
When presenting a patient to senior supervising physicians (attendings), participants wanted to 182
be “as good as [they] can be” (P001) and embody trustworthiness by organizing their thoughts 183
ahead of time. Participants often had an acute information need in the form of input from an 184
attending physician or a consultant in order to advance patient care, at times under time 185
pressure. In perceiving situational asymmetry in terms of role and information need, junior 186
participants often felt pressure to prepare ahead of time in order to deliver a concise oral 187
presentation of relevant information to the best of their current abilities. 188
189
You don’t want to call your attending up in the middle of the night…and then clearly not 190
[have] thought about what’s going on with a case. It’s just disrespectful to totally throw 191
your hands up and wake them up without [giving it] any thought....And there’s just a 192
self‐respect aspect of it‐‐I don’t want them to think I’m an idiot. (P009) 193
194
Participants also mentioned repeatedly how a lack of collegiality or “politesse” (P015) 195
especially from someone up the hierarchy or from other medical specialties triggered strong 196
emotional reactions and negatively impacted the conversations and thereby learning. These 197
situations reflected unproductive tensions such that when conversations became unpleasant, 198
residents just wanted to end the conversation, often to the detriment of their learning. 199
200
I always want to know ‘why’ this decision is being made. Knowing ‘the why’ helps me... 201
respond [next time]. With negative conversations, you can sometimes lose ‘the why’ 202
and not really care anymore…because the situation becomes frustrating. (P008) 203
204
Given these negative experiences, participants reported seeking to lessen perceived 205
power differentials, which enabled “sort[ing] through our thought processes at the same 206
time” (P008). Participants at a similar training level often taught each other. For example, one 207
pediatric fellow reported discussing the rationale or ‘the why’ for certain treatment decisions in 208
particularly challenging cases with another subspecialty fellow, noting that “I come away from 209
the conversations feeling like I now know something that I didn’t before” (P009). Similarly, the 210
importance of establishing collegial working relationships‐‐not only with peers but also across 211
boundaries of hierarchy and medical specialty‐‐came up repeatedly. 212
213
[Over time] you can be…more informal and still convey the relevant points, but joke 214
around and have a little bit more fun…It’s professional relationship but there’s also a 215
personal component to it…you have shared respect for each other. (P006) 216
217
218
Experiencing and dealing with pushback 219
Most participants mentioned the experience of having to deal with “pushback” (P009) from 220
conversation partners. ‘Pushback’ denotes situations when the doctor had a clear need or ‘ask’, 221
but the conversation partner ‘pushed back’ and questioned the request or suggested course(s) 222
of action. Some frequently mentioned examples of pushback included: 223
When seeking subspecialty advice, the consultant—usually another physician‐in‐224
training—expressed that formal consultation was unnecessary or inappropriate 225
altogether 226
When admitting a patient to the hospital, the admitting service (resident or fellow) 227
responded that admission was either unwarranted or inappropriate for their service 228
When calling for urgent assistance, differing perceptions of relative urgency and 229
priorities created tension 230
231
Participants highlighted the need to learn to deal with and even anticipate pushback 232
depending on urgency and clinical requirements. Many advocated keeping the goal in mind “to 233
get what you want” (P005) and working towards a mutually amenable solution by “continuing 234
to be a rational, reasonable human being who may have a difference of opinion, but can talk 235
through that with the other person” (P011). Depending on the circumstance, however, 236
telephone pushback led to frustration “because I didn’t necessarily get what I wanted [and] the 237
team didn’t necessarily get what they wanted” (P002). With increasing clinical experience, 238
however, participants realized they didn’t always need to get ‘what they wanted’. 239
240
In medicine most of the time when there’s a difference of opinion, it’s kind of 241
subjective…[so if] it’s not going to hurt the patient, it’s fine. You pick and choose those 242
battles...you’re storing up your ability to push your opinion harder when it really 243
matters. (P011) 244
245
Participants reported multiple approaches to deal with pushback. These strategies 246
included taking the conversation partner’s perspective ahead of time, anticipating and pre‐247
empting pushback, and keeping the goal of the conversation in mind. When pushback arose, 248
participants recommended asking “what are you concerned about?” … then “reason[ing] 249
through those explanations” (P008) to solicit the conversation partner’s perspective. Dealing 250
with pushback in situations in which ‘it really matters’ required “all the tricks in your convincing 251
playbook”; these tricks included being “really nice”, then “firm”, then a “little less nice….a little 252
more direct” then “direct almost to the point of being rude about it” before “going up the 253
chain” (P005). Several participants commented on the strategic use of “the higher‐up's 254
authority…[and] just say[ing] ‘the attending wants this, so please do this’” (P016). Especially for 255
junior residents, ‘the higher up in medicine is always a trump card’ (P012). Finally, many 256
participants emphasized that telephone communication had limits. When “you’re not seeing 257
eye‐to‐eye…you need to stand with the nurse [or] resident and look at the patient together so 258
that you can make sure that you’re really on the same page” (P010). Additionally, residents also 259
reported learning how to address concerns directly: 260
261
One strategy I learned as a resident when a nurse is much more concerned about a 262
problem than I am, you can say, “What concerns you most about this problem?” That 263
gives the [other person] the opportunity to express their concern; and it also gives you 264
the opportunity to say, “Okay. Well, this is why I’m not concerned about this particular 265
problem.” It gives you a chance to explain yourself. 266
267
Many participants raised the issue of ‘rambling’ as a precursor to getting pushback since 268
it magnified uncertainty and frustrated listeners. Rambling described a disorganized and 269
unfocused mode of presenting information often without a recognizable purpose for the 270
listener that made pushback more likely, especially for juniors. While pushback was most often 271
viewed as something to overcome, unpleasant tensions associated with pushback also seemed 272
to serve as implicit feedback. One resident reported that when conversation partners pushed 273
back on the phone they could “get a little abrupt with questions and give [you] a hard time. 274
[But when] you call them and they don't say anything and you're like ‘that's what they want’ ‐‐ 275
that's better” (P016). Getting progressively less pushback over time, thus, indicated a moment 276
in which young doctors were aware of their clinical progress. 277
278
Experiencing and expressing uncertainty while embodying trustworthiness 279
Many participants expressed having feelings of uncertainty. While uncertainty will 280
always exist, participants worried about coming across as unsure of themselves and feared 281
being viewed as “hedging” (P017), being “wish‐washy” (P014), or “smelling like an intern” 282
(P006). For example, 283
284
You get a lot of pages from nurses about little things…and sometimes you’re not sure. 285
I often feel like I have to check with my senior…Sometimes, I do know the answer, and 286
that’s great…But sometimes I do have to say, “I don’t know. I’m going to call you back” 287
(P002) 288
289
To this end, participants reported learning to be direct in expressing uncertainty while 290
instilling confidence through “confident, adult, medical terms ‐ not in scared, I’m still a student, 291
terms” (P011). Participants commented on their efforts to embody trustworthiness, engender a 292
sense of confidence in their telephone communications and “make a good impression” (P013) 293
particularly with unfamiliar conversation partners. Participants outlined important strategies 294
for making a good impression and establishing trustworthiness, some of which we have already 295
highlighted. First, many participants recommended taking the conversation partners’ 296
perspective and information needs into account in order to achieve the goal of the exchange. 297
With experience, participants learned to consider their audience and 298
299
…put myself in their shoes and think about what they want to know…and not really give 300
anything else that they don’t want to know about, cater your information towards their 301
level and their specialty…(P008) and …speak the language…these specialties want to 302
hear. (P002) 303
304
Additional concrete strategies included: having a clear goal in mind, framing the 305
conversation at the outset, and synthesizing information rather than merely being the 306
“gatherer and reporter” of it (P010). For many participants, the first substantive sentence 307
grabbed attention and anchored the rest of the conversation “because people won't listen 308
unless they know what they're listening for” (P016). Participants also stressed the importance 309
of “learning the lingo” (P008) in order to “paint a picture” (P003), through use of “buzzwords” 310
(P007) that conveyed key information and urgency succinctly and persuasively. Crisp, organized 311
presentations over the phone were highly valued, especially when seeking advice from 312
consultants or more senior physicians. Many participants identified the trial‐and‐error nature of 313
gaining these rhetorical skills, which they viewed as a developmental process inextricably linked 314
to caring for patients. As one upper level fellow noted, being more succinct is “partly because 315
you’re using fewer words, and partly that you sound more confident because you are more 316
confident” (P011). 317
In addition, many participants reported that effective and efficient communication over 318
the phone engendered trust. Importantly, a sense of being viewed as trustworthy contributed 319
to an evolving sense of autonomy. In seeking attending input about a deteriorating patient, one 320
participant recounted 321
322
[The attending was] asking me what’s my assessment…and trusting what I’m telling her 323
over the phone… [And her] asking, “What have you done so far and what do you want 324
to do?” … That represents telecommunication autonomy, ‘Yes, I’m going to trust what 325
you’re giving me, right now, over the phone’ (P007). 326
327
DISCUSSION 328
We explored telephone talk in postgraduate medical education and found that work‐329
related telephone talk represents a significant workplace activity for physicians‐in‐training. 330
Given their highly social nature, a socio‐cultural lens allowed us to examine telephone talk as 331
physicians‐in‐training progressed along a developmental trajectory from more peripheral to 332
more central members of their community.18 In doctors’ communities of practice, learning how 333
to talk and manage interactions skillfully conveys a sense of clinical and social 334
competence,9,10,20,28 which makes clear, concise, and persuasive communication highly 335
desirable. However, not only did young doctors learn how to talk, our findings highlight that 336
telephone talk also mediated learning as well. 337
Tensions often arise during healthcare telephone talk. Reasons include urgent clinical 338
situations requiring use of telephone communication, time‐sensitive information needs, 339
frequent boundary crossing between specialties and professions, varying abilities to 340
communicate effectively, and efficiently and a lack of visual nonverbal social cues. Although 341
prior work has framed ‘communicative tension’ primarily as unproductive,29,30 our findings 342
show that ‘productive conversational tensions’ contribute to physician workplace learning, 343
even though doctors‐in‐training often find these tensions unpleasant. These productive 344
tensions arise primarily from power differentials, dealing with pushback, and walking the line 345
between expressing uncertainty while at the same time embodying trustworthiness. In line with 346
work about ‘tensions’ in operating room teams29 and on the telephone,30 we purposefully use 347
the term ‘productive tensions’ rather than conflict. Especially in healthcare, the term ‘conflict’ 348
frequently has negative connotation, although recent calls encourage the healthcare field to 349
take a more nuanced view of conflict in healthcare teams.31,32 Our study’s main findings 350
contribute to this more differentiated view. 351
‘Productive conversational tensions’ during telephone talk contribute to learning in 352
several ways. First, these tensions keep trainees ‘on their toes’ when speaking to people above 353
them in the healthcare hierarchy. Second, by experiencing pushback, doctors‐in‐training must 354
articulate their thinking clearly, justify their point of view when differences of opinion and time 355
pressure exist, accept alternate perspectives when appropriate, and choose their battles 356
depending on patient care needs. Third, productive conversational tensions serve as valuable 357
‘performance relevant information’,33 by highlighting knowledge deficits or an inability to 358
assess a situation or communicate clearly and convincingly about it. For example, other authors 359
have addressed how physicians learn to express uncertainty, mostly through linguistic devices 360
or rituals34 or using sanctioned language and particular grammatical structures, e.g. modal 361
auxiliaries such as ‘can, could, may’ or adverbs like ‘perhaps’ or ‘possibly’.10 362
Of course, not all conversational tensions are productive. Genuinely disruptive behavior 363
falls well outside of the range of productive and even threatens patient safety. Such behavior 364
includes yelling, abusive language, or a condescending tone35 that some of our participants also 365
reported. Further, evidence indicates that rudeness has negative impacts on performance for 366
individuals36 and teams.37 In addition, our data showed how unproductive tensions impair 367
learning since residents lose the desire to learn the ‘why’ behind recommendations from 368
seniors and consultants since they understandably seek to end unpleasant conversations. 369
Although we show that tensions can be productive, clinical supervisors might infer that we 370
should create ‘productive’ tension intentionally, which our data do not suggest. Indeed, we 371
should minimize unproductive tensions or frank conflict. 372
Our work builds on these findings by emphasizing how the overall arc of a telephone 373
conversation (how it is framed at the outset, its organization, its inclusion of only relevant 374
information) enables doctors to express uncertainty with a ‘manner of certitude’.10 Further, 375
our data and analysis suggest that physicians also learn to manage issues of power and 376
hierarchy through several conversational phenomena: (a) topic control38 through “framing” 377
that directs the topic under discussion, (b) conversational repairs to address issues of speaking, 378
hearing and understanding,24 and (c) back‐channeling,39,40 i.e. cues listeners provide to support 379
and guide the conversation. These findings justify attention to social learning occurring in this 380
medium. 381
Our findings suggest that physicians‐in‐training learn through their participation41 in 382
work‐related telephone calls and adapt their behavior in order to: (a) conform to the workplace 383
culture and communication practices and (b) minimize tensions in future encounters. Indeed, 384
by conforming to the way things are done, junior doctors participate in reproducing the 385
community of practice18 and adopt established or reified communication patterns,4 with both 386
desirable and undesirable consequences. Reified communication structures19 support shared 387
understanding but may limit the agency which allows doctors to respond to unique and 388
uncertain situations4,42 Talk seems to mediate the dynamic balance between structure and 389
agency while promoting both resilience and learning in work systems that demand adaptation 390
to the unexpected in both talk and action.43,44 Interestingly, no participants in our sample 391
reported use of pre‐learned conversational structures such as SBAR (situation‐background‐392
assessment‐recommendation).45 393
Our study has important implications for medical education. We replicate prior work 394
that stresses the important role of effective oral presentation skills.9 For example, especially 395
when junior residents ‘ramble’ on the phone, their unfocused presentation magnifies 396
perceptions of their uncertainty and prompts others to others question their competence. 397
Also, the extent to which physicians‐in‐training experience pushback adds to stress levels and 398
perceived workload, which raises additional key questions. Should we help junior residents 399
develop their communication skills and ‘don a cloak of competence’46,47 and ‘disguise their 400
uncertainty’10 as the community of practice seems to require? Or should we seek to create a 401
learning environment where uncertainty is normalized? Either way, we could achieve this aim 402
by enhancing junior doctors’ ability to articulate uncertainty in a way that promotes 403
trustworthiness, to persuade and convince, to deal with pushback, and to mitigate rather than 404
stoke unnecessary tensions. 405
Several decisions related to our data collection and analysis potentially impact our 406
results. First, we included only physicians‐in‐training in our sample which excludes other 407
perspectives, such as nurses. This choice perhaps explains why the notion of ‘tensions’ as a 408
contributor to learning featured prominently in our analysis. Alternately, by including only 409
physicians‐in‐training across a breadth of specialties and training levels, we could explore key 410
situations from various vantage points through the lens of early career doctors. 411
Future research on healthcare telephone talk should prioritize several key areas. First, a 412
needs assessment for telephone talk would guide robust curricula for physicians‐in‐training and 413
their supervisors. Second, we should explore how power differentials impact telephone 414
conversations and what characterizes pushback on the telephone. Third, we need to examine 415
how text messaging technology shapes telephone communications. Fourth, further study 416
should will delineate the potential negative impact of “framing” on potential anchoring bias,48 417
something we did not explore. Finally, additional methodological approaches to this 418
phenomenon would contribute additional insights to our understanding of this educationally 419
rich workplace activity. 420
421
CONCLUSIONS 422
Telephone talk contributes to postgraduate clinical education since physicians 423
simultaneously learn how to talk and learn through talk. Learning through telephone talk 424
appears at least in part to be mediated through productive conversational tensions that can 425
motivate physicians‐in‐training to modify their behavior in order to minimize future tensions 426
and provide efficient patient care. Education on ‘how to talk’ on the telephone could prepare 427
residents to deal with the pushback they experience and support their learning from this 428
ubiquitous workplace activity. 429
430
Acknowledgements and Disclosures 431
Acknowledgments: The first author (WJE) wishes to thank Jan Schmutz, PhD, for his support 432
during the writing process. 433
Funding/Support: The first author would like to thank the Grainger Fund for supporting this 434
research. 435
Other disclosures: none 436
Ethical approval: The institutional review board at Ann & Robert H. Lurie Children’s Hospital of 437
Chicago approved this study on November 19, 2015 (IRB 2016‐120). 438
Disclaimers: none 439
Previous presentations: The first author presented preliminary results of this study at the 440
Behavioral Sciences in Acute Settings Conference in Aberdeen, UK in November 2016. 441
442
443
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Table 1 Participant characteristics
Participant characteristics Proportion of total (n = 17) in absolute numbers
Gender Male (11)
Female (6)
Training level
Residents* (11)
Subspecialty fellows** (5)
Chief resident*** (1)
Training years after graduation
from medical school
i.e. post‐graduate year (PGY)
PGY 1 PGY 2 PGY 3 PGY 4 PGY 5 PGY 6 PGY 7 PGY 8
4 2 5 3 1 1 0 1
Specialty/Training Program
General or subspecialty pediatric programs (10)
Emergency medicine (4)
Orthopedics (1)
Surgery (1)
Internal medicine (1)
*Resident = doctor in a general training program **Subspecialty fellow = doctor in a subspecialty training program ***Chief resident = training program graduate who helps administer training program
Appendix: Interview Guide
A. Opening of the interview (clarify purpose of interview, permission to record)
B. General information (age, specialty, year of training)
C. General opening questions about every day telephone conversations
a. When you think about your daily clinical work, tell me about the work‐related
telephone conversations you have with other health care providers. With whom
do you speak and why?
b. Tell me about the last work‐related telephone conversation. Why did it take
place? Was it typical for you?
c. Describe a recent work‐related telephone interaction with other doctors, nurses,
or allied health professionals that stands out for you. Why does it stand out?
D. Exploring status / power differences between types of conversations partners
a. Do you perceive any differences in the telephone interactions with different
conversation partners? Based on professions? Medical specialty? Supervisory
status?
E. Exploring difference based on who initiates the call
a. Do you perceive any differences in the telephone conversations depending on
who initiates the call?
F. Specific conversational strategies
a. What situations make a telephone conversation challenging for you? How come?
How do you manage these?
G. Summarizing lessons learned
a. What advice would you give to more junior colleagues about managing
telephone conversations with work colleagues more effectively?
b. What are the most important lessons you have learned about managing
telephone conversations with other health care providers, and why?
H. Closing
a. Is there something you did not think of before that occurred to you during this
interview? Anything else you would like to add?
Examples of follow up questions (probes)
Please tell me more
Could you expand on that?
Might you provide an example?
How come?
What makes that aspect a challenge?
“Learning the lingo”: A grounded theory study of telephone talk inclinical education
Eppich, W., Dornan, T., Rethans, J-J., & Teunissen, PW. (Accepted/In press). “Learning the lingo”: A groundedtheory study of telephone talk in clinical education. Academic Medicine.
Published in:Academic Medicine
Document Version:Peer reviewed version
Queen's University Belfast - Research Portal:Link to publication record in Queen's University Belfast Research Portal
General rightsCopyright for the publications made accessible via the Queen's University Belfast Research Portal is retained by the author(s) and / or othercopyright owners and it is a condition of accessing these publications that users recognise and abide by the legal requirements associatedwith these rights.
Take down policyThe Research Portal is Queen's institutional repository that provides access to Queen's research output. Every effort has been made toensure that content in the Research Portal does not infringe any person's rights, or applicable UK laws. If you discover content in theResearch Portal that you believe breaches copyright or violates any law, please contact [email protected].
Download date:21. Dec. 2018
Over time**Managing power differentials (through rapport building)
Dealing with pushback (anticipating it, negotiating, holding your ground, addressing concerns)Dealing with uncertainty while embodying trustworthiness (being accurate and succinct while
expressing needs clearly)
“Why you are saying it”“To whom are you saying it”Tailoring the talk based on
the goal of the conversation
“What you say”Rhetoric
Using words/languageBeing organized
Making an argument
Resident/Fellow InterlocutorManaging tensions
Experiencing tensions
Informational contentWhat is being conveyed in
terms of medical knowledge & how to get things done
Social contentWhat is being conveyed in
terms of establishing rapport, expressing collegiality,
conveying respect; “politesse”
“How you say it”
Patient care context
Perceiving power differentials (asymmetries in role and information need)Experiencing pushback (being denied, questioned, or interrupted)
Feeling uncertain (not knowing, not being sure)
Reflects learning over time with repeated telephone interactions**
Figure 1: Tensions promote learning during telephone talk
“Learning the lingo”: A grounded theory study of telephone talk inclinical education
Eppich, W., Dornan, T., Rethans, J-J., & Teunissen, PW. (Accepted/In press). “Learning the lingo”: A groundedtheory study of telephone talk in clinical education. Academic Medicine.
Published in:Academic Medicine
Document Version:Peer reviewed version
Queen's University Belfast - Research Portal:Link to publication record in Queen's University Belfast Research Portal
General rightsCopyright for the publications made accessible via the Queen's University Belfast Research Portal is retained by the author(s) and / or othercopyright owners and it is a condition of accessing these publications that users recognise and abide by the legal requirements associatedwith these rights.
Take down policyThe Research Portal is Queen's institutional repository that provides access to Queen's research output. Every effort has been made toensure that content in the Research Portal does not infringe any person's rights, or applicable UK laws. If you discover content in theResearch Portal that you believe breaches copyright or violates any law, please contact [email protected].
Download date:21. Dec. 2018
Over time**Managing power differentials (through rapport building)
Dealing with pushback (anticipating it, negotiating, holding your ground, addressing concerns)Dealing with uncertainty while embodying trustworthiness (being accurate and succinct while
expressing needs clearly)
“Why you are saying it”“To whom are you saying it”Tailoring the talk based on
the goal of the conversation
“What you say”Rhetoric
Using words/languageBeing organized
Making an argument
Resident/Fellow InterlocutorManaging tensions
Experiencing tensions
Informational contentWhat is being conveyed in
terms of medical knowledge & how to get things done
Social contentWhat is being conveyed in
terms of establishing rapport, expressing collegiality,
conveying respect; “politesse”
“How you say it”
Patient care context
Perceiving power differentials (asymmetries in role and information need)Experiencing pushback (being denied, questioned, or interrupted)
Feeling uncertain (not knowing, not being sure)
Reflects learning over time with repeated telephone interactions**
Figure 1: Tensions promote learning during telephone talk