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Breast and Pelvic Examination Course Handbook for Participants

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Page 1: Breast and Pelvic Examinationresources.jhpiego.org/system/files/resources/breastpelvic... · vary in their ab ilities to absorb ne w materi al, but ind ividuals le arn best in

Breast and Pelvic Examination Course Handbook for Participants

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BREAST AND PELVIC EXAMINATION COURSEHANDBOOK FOR PARTICIPANTS

OVERVIEWBefore Starting This Training Course . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Mastery Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Key Features of Effective Clinical Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Components of the Breast and Pelvic Examination Learning Package . . . . . . . . . . . . . . . 5Using the Breast and Pelvic Examination Learning Package . . . . . . . . . . . . . . . . . . . . . . 5

INTRODUCTIONCourse Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Course Syllabus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Including in Preservice Curriculum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Model Breast and Pelvic Examination Course Schedule . . . . . . . . . . . . . . . . . . . . . . . . . 13

INSTRUCTIONS FOR USING ZOE® GYNECOLOGIC SIMULATORSContents of the Original ZOE Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Assembly of the Original ZOE Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Procedures with all ZOE Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Care and Maintenance of all ZOE Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

INSTRUCTIONS FOR USING THE BREAST SELF EXAMINATION SIMULATORCare and Maintenance of the Breast Self Examination Simluator . . . . . . . . . . . . . . . . . . 22

PRECOURSE QUESTIONNAIREHow the Results Will Be Used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Precourse Questionnaire . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

EXERCISE: HOW PEOPLE LEARN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

LEARNING GUIDES AND CHECKLISTS FOR BREAST AND PELVICEXAMINATIONS

Using the Learning Guides and Checklists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Learning Guide for Breast Examination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Learning Guide for Pelvic Examination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Using the Checklists for Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Checklist for Breast Examination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Checklist for Pelvic Examination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

COURSE EVALUATION FORM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47(Completed by participant)

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Breast and Pelvic Examination Course Handbook 1

OVERVIEW

BEFORE STARTING THIS TRAINING COURSE

This training course will be conducted in a way that is very different fromtraditional training courses. First of all, it is based on the assumption thatpeople participate in training courses because they:

! Are interested in the topic

! Wish to improve their knowledge or skills, and thus their jobperformance

! Desire to be actively involved in course activities

The training approach used in this course stresses the importance of thecost-effective use of resources and application of relevant educationaltechnologies including use of humane training techniques. The latterencompasses the use of anatomic models, such as the ZOE® pelvic modelor the breast model, to minimize client risk and facilitate learning.

MASTERY LEARNING

The mastery learning approach to clinical training assumes that allparticipants can master (learn) the required knowledge, attitudes or skillsprovided sufficient time is allowed and appropriate training methods areused. The goal of mastery learning is that 100 percent of those beingtrained will “master” the knowledge and skills on which the training isbased.

While some participants are able to acquire new knowledge or a new skillimmediately, others may require additional time or alternative learningmethods before they are able to demonstrate mastery. Not only do peoplevary in their abilities to absorb new material, but individuals learn best indifferent ways—through written, spoken or visual means. Masterylearning takes these differences into account and uses a variety ofteaching and training methods.

The mastery learning approach also enables the participant to have a self-directed learning experience. This is achieved by having the clinicaltrainer serve as facilitator and by changing the concept of testing and howtest results are used. In courses that use traditional testing methods, thetrainer administers pre- and post-tests to document an increase in theparticipants’ knowledge, often without regard for how this change affectsjob performance.

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2 Breast and Pelvic Examination Course Handbook

By contrast, the philosophy underlying the mastery learning approach isone of a continual assessment of participant learning. With this approach,it is essential that the clinical trainer regularly inform participants of theirprogress in learning new information and skills, and not allow this toremain the trainer’s secret.

With the mastery learning approach, assessment of learning is:

! Competency-based, which means assessment is keyed to the courseobjectives and emphasizes acquiring the essential knowledge,attitudinal concepts and skills needed to perform a job, not simplyacquiring new knowledge.

! Dynamic, because it enables clinical trainers to provide participantswith continual feedback on how successful they are in meeting thecourse objectives and, when appropriate, to adapt the course to meetlearning needs.

! Less stressful, because from the outset participants, both individuallyand as a group, know what they are expected to learn and where tofind the information, and have ample opportunity for discussion withthe clinical trainer.

KEY FEATURES OF EFFECTIVE CLINICAL TRAINING

Effective clinical training is designed and conducted according to adultlearning principles—learning is participatory, relevant andpractical—and:

! Uses behavior modeling

! Is competency-based

! Incorporates humanistic training techniques

Behavior Modeling

Social learning theory states that when conditions are ideal, a personlearns most rapidly and effectively from watching someone perform(model) a skill or activity. For modeling to be successful, the trainer mustclearly demonstrate the skill or activity so that participants have a clearpicture of the performance expected of them.

Learning to perform a skill takes place in three stages. In the first stage,skill acquisition, the participant sees others perform the procedure and

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Breast and Pelvic Examination Course Handbook 3

acquires a mental picture of the required steps. Once the mental image isacquired, the participant attempts to perform the procedure, usually withsupervision. Next, the participant practices until skill competency isachieved and the individual feels confident performing the procedure.The final stage, skill proficiency, only occurs with repeated practice overtime.

Skill Acquisition Knows the steps and their sequence (if necessary) to

perform the required skill or activity but needs assistance

Skill Competency Knows the steps and their sequence (if necessary) and can

perform the required skill or activity

Skill Proficiency Knows the steps and their sequence (if necessary) and

efficiently performs the required skill or activity

Competency-Based Training

Competency-based training (CBT) is distinctly different from traditionaleducational processes. Competency-based training is learning by doing.It focuses on the specific knowledge, attitudes and skills needed to carryout a procedure or activity. How the participant performs (i.e., acombination of knowledge, attitudes and, most important, skills) isemphasized rather than just what information the participant hasacquired. Moreover, CBT requires that the clinical trainer facilitate andencourage learning rather than serve in the more traditional role ofinstructor or lecturer. Competency in the new skill or activity is assessedobjectively by evaluating overall performance.

For CBT to occur, the clinical skill or activity to be taught first must bebroken down into its essential steps. Each step is then analyzed todetermine the most efficient and safe way to perform and learn it. Thisprocess is called standardization. Once a procedure, such as IUDinsertion, has been standardized, competency-based skill development(learning guides) and assessment (checklists) instruments can bedesigned. These instruments make learning the necessary steps or taskseasier and evaluating the participant's performance more objective.

An essential component of CBT is coaching, which uses positivefeedback, active listening, questioning and problem-solving skills toencourage a positive learning climate. To use coaching, the clinicaltrainer should first explain the skill or activity and then demonstrate itusing an anatomic model or other learning aid such as a video. Once theprocedure has been demonstrated and discussed, the trainer/coach thenobserves and interacts with the participant to provide guidance in learning

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4 Breast and Pelvic Examination Course Handbook

the skill or activity, monitors progress and helps the participant overcomeproblems.

The coaching process ensures that the participant receives feedbackregarding performance:

! Before practice—The clinical trainer and participant should meetbriefly before each practice session to review the skill/activity,including the steps/tasks which will be emphasized during thesession.

! During practice—The clinical trainer observes, coaches andprovides feedback as the participant performs the steps/tasks outlinedin the learning guide.

! After practice—This feedback session should take placeimmediately after practice. Using the learning guide, the clinicaltrainer discusses the strengths of the participant’s performance andalso offers specific suggestions for improvement.

Humanistic Training Techniques

The use of more humane (humanistic) techniques also contributes tobetter clinical training. A major component of humanistic training is theuse of anatomic models, which closely simulate the human body, andother learning aids such as videos. The effective use of models facilitateslearning, shortens training time and minimizes risks to clients. Forexample, by using anatomic models initially, participants more easilyreach the performance levels of skill competency and beginning skillproficiency before they begin working in the clinic setting with clients.

Before a participant attempts a clinical procedure with a client, twolearning activities should occur:

! The clinical trainer should demonstrate the required skills and clientinteractions several times using an anatomic model and appropriateaudiovisual aids (e.g., video).

! While being supervised, the participant should practice the requiredskills and client interactions using the model and actual instrumentsin a simulated setting which is as similar as possible to the realsituation.

Only when skill competency and some degree of skill proficiency havebeen demonstrated with models, however, should participants have theirfirst contacts with clients.

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Breast and Pelvic Examination Course Handbook 5

When mastery learning that is based on adult learning principles andbehavior modeling is integrated with CBT, the result is a powerful andextremely effective method for providing clinical training. And whenhumanistic training techniques, such as using anatomic models and otherlearning aids are incorporated, training time and costs can be reducedsignificantly.

COMPONENTS OF THE BREAST AND PELVIC EXAMINATION LEARNING PACKAGE

This clinical training course is built around use of the followingcomponents:

! Need-to-know information contained in the guidelines

! A course handbook for participants containing validatedquestionnaires and learning guides, which break down the skill oractivity (e.g., classroom presentation or clinical demonstration) intoits essential steps

! A trainer’s notebook, which includes questionnaire answer keys anddetailed information for conducting the course

! Well-designed learning aids, such as videos, anatomic models andother educational materials

! Competency-based performance evaluation

The text recommended for use in this course is Guidelines forPerforming Breast and Pelvic Examinations. It contains practical “howto” information on performing breast examinations and pelvicexaminations and teaching breast self-examinations.

USING THE BREAST AND PELVIC EXAMINATION LEARNING PACKAGE

In designing the training materials for this course, particular attention hasbeen paid to making them “user friendly” and to permit the courseparticipants and clinical trainer the widest possible latitude in adaptingthe training to the participants’ (group and individual) learning needs. Forexample, at the beginning of each course an assessment is made of eachparticipant's knowledge. The results of this precourse assessment are thenused jointly by the participants and the advanced or master trainer toadapt the course content as needed so that the training focuses onacquisition of new information and skills.

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6 Breast and Pelvic Examination Course Handbook

A second feature relates to the use of the guidelines and course handbook.The guidelines are designed to provide all of the essential informationneeded to conduct the course in a logical manner. Because it serves as the“text” for the participants and the “reference source” for the trainer,special handouts or supplemental materials are not needed. In addition,because the guidelines only contain information that is consistent withthe course goals and objectives, it becomes an integral part of allclassroom exercises—such as giving an illustrated lecture or providingproblem-solving information.

The course handbook, on the other hand, serves a dual function. First,and foremost, it is the road map which guides the participant througheach phase of the course. Second, it contains the course syllabus andcourse schedule, as well as all supplemental printed materials (precoursequestionnaire, learning guides and checklists, and the course evaluationform) needed during the course.

The trainer’s notebook contains the same material as the coursehandbook as well as specific material for the trainer. This includes thecourse outline, precourse questionnaire answer key, midcoursequestionnaire and answer key and competency-based qualificationchecklists.

In keeping with the training philosophy on which this course is based, alltraining activities will be conducted in an interactive, participatorymanner. To accomplish this requires that the role of the trainercontinually change throughout the course. For example, the trainer is aninstructor when presenting a classroom demonstration; a facilitatorwhen conducting small group discussions or using role plays; and shiftsto the role of coach when helping participants practice a procedure.Finally, when objectively assessing performance, the trainer serves as anevaluator.

Summary

The mastery learning approach used in this course incorporates a numberof key features. First, it is based on adult learning principles, whichmeans that it is interactive, relevant and practical. Moreover, it requiresthat the trainer facilitate the learning experience rather than serve in themore traditional role of an instructor or lecturer. Second, it involves useof behavior modeling to facilitate learning a standardized way ofperforming a skill or activity. Third, it is competency-based. This meansthat evaluation is based on how well the participant performs theprocedure or activity, not just on how much has been learned. Fourth,where possible, it relies heavily on the use of anatomic models and otherlearning aids (i.e., it is humanistic) to enable participants to practice

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Breast and Pelvic Examination Course Handbook 7

repeatedly the standardized way of performing the skill or activity beforeworking with clients. Thus by the time the trainer evaluates eachparticipant’s performance, using the checklist, every participant shouldbe able to perform every skill or activity competently. This is theultimate measure of training.

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Breast and Pelvic Examination Course Handbook 7

INTRODUCTION

COURSE DESIGN

This clinical training course is designed for healthcare providers(physicians, nurses and midwives). The course builds on eachparticipant’s knowledge and takes advantage of her/his high motivationto accomplish the learning tasks in the minimum time. Trainingemphasizes doing, not just knowing, and uses competency-basedevaluation of performance.

This training course differs from traditional courses in several ways:

! During the morning of the first day, participants are introduced to thekey features of mastery learning and then are briefly tested(Precourse Questionnaire) to determine their individual and groupknowledge of breast and pelvic examination.

! Classroom and clinic sessions focus on key aspects of servicedelivery (e.g., counseling of women).

! Clinical skills training builds on the participant’s previously masteredskills. Participants first practice on the anatomic models usingdetailed learning guides that list the key steps in performing breastand pelvic examinations. In this way, they learn more quickly theskills needed to perform breast and pelvic examinations in astandardized way.

! Progress in knowledge-based learning is measured during the courseusing a standardized written assessment (Midcourse Questionnaire).

! Progress in learning new skills is documented using learning guidesand less detailed checklists.

! Evaluation of each participant’s performance is conducted by aclinical trainer using competency-based skills checklists.

Successful completion of the course is based on mastery of both theknowledge and skills components, as well as satisfactory overallperformance in providing reproductive health services to women.

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8 Breast and Pelvic Examination Course Handbook

EVALUATION

This clinical training course is designed to produce healthcare providerswho are qualified to perform breast and pelvic examinations and teachbreast self-examination to women. Qualification is a statement by thetraining institution(s) that the participant has met the requirements of thecourse in knowledge, skills and practice. Qualification does not implycertification. Personnel can be certified only by an authorizedorganization or licensing agency (e.g., ministry of education or health).

Qualification is based on the participant's achievement in three areas:

! Knowledge—A score of at least 85% on the MidcourseQuestionnaire

! Skills—Satisfactory performance of breast and pelvic examination

! Practice—Demonstrated ability to perform examinations in theclinical setting with women

Responsibility for the participant becoming qualified is shared by theparticipant and the trainer.

The evaluation methods used in the course are described briefly below:

! Midcourse Questionnaire. This knowledge assessment will be givenat the time in the course when all subject areas have been presented.A score of 85% or more correct indicates knowledge-based masteryof the material presented in the guidelines. For those scoring less than85% on their first attempt, the clinical trainer should review theresults with the participant individually and guide her/him on usingthe reference manual to learn the required information. Participantsscoring less than 85% can take the Midcourse Questionnaire at anytime during the remainder of the course.

! Provision of Services (Practice). During the course, it is the clinicaltrainer’s responsibility to observe each participant's overallperformance in providing services. This provides a key opportunityto observe the impact on women of the participant's attitude—acritical component of quality service delivery. Only by doing this canthe clinical trainer assess the way the participant uses what s/he haslearned.

! Clinical Skills Checklists. The clinical trainer will use thesechecklists to evaluate each participant as s/he counsels women andperforms breast and pelvic examinations with women. Evaluation ofthe clinical skills usually will be done on the last day of the course(depending on class size and case load).

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Breast and Pelvic Examination Course Handbook 9

In determining whether the participant is qualified, the clinical trainer(s)will observe and rate the participant’s performance for each step of theskill or activity. The participant must be rated “satisfactory” in each skillor activity to be evaluated as qualified.

Within 3 to 6 months of qualification, it is recommended that graduatesbe observed and evaluated working in their institution by a course trainerusing the same counseling and clinical skills checklist. (At the very least,the graduate should be observed by a skilled provider soon aftercompleting training.) This postcourse evaluation activity is important forseveral reasons. First, it not only gives the graduate direct feedback onher/his performance, but also provides the opportunity to discuss anystart-up problems or constraints to service delivery (e.g., lack ofinstruments, supplies or support staff). Second, and equally important, itprovides the training center, via the clinical trainer, key information onthe adequacy of the training and its appropriateness to local conditions.Without this type of feedback, training easily can become routine,stagnant and irrelevant to service delivery needs.

COURSE SYLLABUS

Course Description. This clinical training course is designed to preparethe participant to become competent in performing breast and pelvicexaminations.

Course Goals

! To influence in a positive way the attitudes of the participant towardthe benefits of regular breast and pelvic examinations.

! To provide the participant with counseling skills needed to talk withwomen about their reproductive health needs.

! To provide the participant with the knowledge and skills needed forbreast examinations and to teach breast self-examination.

! To provide the participant with the knowledge and skills needed forpelvic examinations.

Participant Learning Objectives

By the end of the training course, the participant will be able to:

1. Talk to the woman about her reproductive health needs.

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10 Breast and Pelvic Examination Course Handbook

2. Use recommended infection prevention practices to protect thewoman, healthcare provider and other healthcare workers.

3. Perform a breast examination.

4. Teach breast self-examination.

5. Perform a pelvic examination.

Learning Methods

! Illustrated lectures and group discussions

! Individual and group exercises

! Simulated practice with anatomic (pelvic and breast) models

! Guided clinical activities (breast and pelvic examinations)

Learning Materials

! Guidelines for Performing Breast and Pelvic Examinations

! ZOE Gynecologic Simulator and video

! Breast Self Examination Simulator and video

! How to Do a Breast Examination video

! How to Do a Pelvic Examination video

Participant Selection Criteria

Participants for this course should be clinicians (physicians, nurses ormidwives) working in a healthcare facility (health post, clinic or hospital)that provides women’s health services.

Methods of Evaluation

Participant

! Pre-and Midcourse Questionnaires

! Learning Guides and Checklists for Breast and Pelvic Examinations

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Breast and Pelvic Examination Course Handbook 11

Course

! Course Evaluation Form (to be completed by each participant)

Course Duration

! 4 sessions for a 1-day refresher course or 6 sessions for a 3-day basiccourse

As the number of reproductive health services being integrated intoprimary health increases, there is an increasing need for healthcareproviders at all levels to be able to competently and confidently performbreast and pelvic examinations and teach breast-self examination. The 1-day refresher course is designed to supplement and strengthen theknowledge and skills of clinicians who have had no recent experienceperforming these examinations. By contrast, the 3-day basic course isintended for use by those healthcare providers who have no, or veryminimal, previous experience.

Suggested Course Composition

! 6 to 10 health professionals

! 1 clinical trainer

Note: The number of participants and trainers will depend on the numberof women expected in the clinic, number of examining tables, andavailability of supplies. In general, not more than three participants canassess a woman at any one time.

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a Each session in this schedule ideally should take approximately 2 hours, but can be modified according to the needs of the participants. Each session should include presentations

of the material and practice with the models.

b Participants should have reviewed the appropriate sections of the Guidelines for Performing Breast and Pelvic Examinations prior to beginning the course.

13 Breast and Pelvic Examination Course Handbook

MODEL BREAST AND PELVIC EXAMINATION SCHEDULE FOR REFRESHER COURSE (FOUR SESSIONSa, 1 DAY)

SESSION 1b SESSION 3

Introduction

Course Overview

C Goals and learning objectives

C Schedule

C Learning materials

Group Discussion:

C Review purpose and significance of regular breast and pelvic examinations

C Preventing infections in healthcare workers

Precourse Skills Assessment:

C Breast examination

C Pelvic examination

Demonstration:

C Pelvic examination video

C Trainer demonstrates pelvic examination with model

Classroom Practice: Divide into groups of two or three people to practice pelvic

examination on the model

Participants assess each other’s performance using learning guides

Exercise: Recording breast and pelvic examination findings

SESSION 2 SESSION 4

Demonstration:

C Breast examination video

C Trainer demonstrates breast examination with model

Classroom Practice: Divide into groups of two or three people to practice breast

examination on the model

Participants assess each other’s performance using learning guides

Discussion: Teaching breast self-examination

Group Discussion: Making breast and pelvic examinations pleasant for women

Classroom skills evaluation and feedback:

C Breast examination

C Pelvic examination

Course Summary

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14 Breast and Pelvic Examination Course Handbook

MODEL BREAST AND PELVIC EXAMINATION SCHEDULE FOR BASIC COURSE (SIX SESSIONS, 3 DAYS)

DAY 1 DAY 2 DAY 3

AMWelcomeIntroductionCourse OverviewC Goals and learning objectivesC ScheduleC Learning materialsParticipant’s ExpectationsPrecourse Questionnaire and Results Exercise: “How People Learn”Identify individual and group learning needsGroup Discussion:C Review purpose and significance of regular breast and

pelvic examinationsPrecourse Skills Assessment:C Breast examinationC Pelvic examination

AMWarmupAgendaPresentation/Discussion: Preventing Infections in HealthcareWorkersC Strategies for IPC Review basic IP practices

Discussion: Making pelvic examinations pleasant for thewoman

Demonstration: Trainer demonstrates pelvic examination

Small Group Activity: Classroom and clinical workGroup 1: Classroom practice using pelvic modelsGroup 2: Clinic practice with women

AMWarmupAgenda

Discussion: Making breast examinations pleasant for thewoman

Demonstration: Trainer demonstrates breast examination

Small Group Activity: Classroom and clinical workGroup 1: Classroom practice using breast modelsGroup 2: Clinic practice with women

Clinical Conference: Review clinical practice

Discussion: Teaching breast self-examination

LUNCH LUNCH LUNCH

PMPresentation/Discussion: C Anatomic landmarksC Key points in breast and pelvic examinationC Abdominal and groinC GenitalC SpeculumC BimanualC RectovaginalExercise: Using a Learning GuideDemonstration: C Pelvic examination video C Trainer demonstrates pelvic examination with modelClassroom Practice: Divide into groups of two or three peopleto practice pelvic examination on the modelParticipants assess each other’s performance using learningguidesTour of clinical facilitiesReview day’s activities

PM Clinical Conference: Review clinical practice

Demonstration: C Breast examination video C Trainer demonstrates breast examination with model

Classroom Practice: Divide into groups of two or three peopleto practice breast examination on the modelParticipants assess each other’s performance using learningguides

Midcourse Questionnaire

Discussion of Questionnaire Results

Review day’s activities

PMExercise: Recording Breast and Pelvic Examination Findings

Clinical skills evaluation:C Breast examinationC Pelvic examination

Discussion: Trainer reviews clinical evaluations withparticipants individually

Group Discussion: Planning for supervised clinical practice

Course Evaluation

Closing

Reading Assignment: Review appropriate sections ofGuidelines for Performing Breast and Pelvic Examinations andIP appendix; Review learning guides for breast and pelvicexaminations

Prepare for Clinical Skills Evaluation: Review practicechecklists for breast and pelvic examinations

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Breast and Pelvic Examination Course Handbook 15

INSTRUCTIONS FOR USING ZOE® GYNECOLOGICSIMULATORS

A ZOE Gynecologic Simulator is a model of a full-sized, adult femalelower torso (abdomen and pelvis). It is a versatile training tool developedto assist health professionals to teach the processes and skills needed toperform many gynecologic procedures. ZOE models are ideal fordemonstrating and practicing the following procedures:

! Bimanual pelvic examination including palpation of normal andpregnant uteri

! Vaginal speculum examination

! Visual recognition of normal cervices and abnormal cervices

! Uterine sounding

! IUD insertion and removal

! Diaphragm sizing and fitting

! Laparoscopic inspection and occlusion of fallopian tubes (Faloperings or other clips)

! Minilaparotomy (both interval and postpartum tubal occlusion)

! Treatment of incomplete abortion using manual vacuum aspiration(MVA)

CONTENTS OF THE ORIGINAL ZOE MODEL

There are several models of ZOE Gynecological Simulators nowavailable, including an interval model and postpartum kit, so specificparts and accessories will vary. The original ZOE GynecologicalSimulator kit includes the following:

Item Quantity

Normal ante- and retroverted uteri with clear tops,attachments for round and ovarian ligaments as well asfallopian tubes and normal patent cervical os for pelvicexamination and IUD insertion

2

6–8 week uterus with dilated (open) cervical os whichallows passage of a 5 or 6 mm flexible cannula

1

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16 Breast and Pelvic Examination Course Handbook

10–12 week uterus with dilated (open) cervical oswhich allows passage of a 10 or 12 mm flexiblecannula

1

Postpartum uterus (20 week size) with attachedfallopian tubes for practicing postpartum tubalocclusion by minilaparotomy

1

Cervices (not open) for use in visual recognition:

! Normal cervix

! Cervix with proliferation of columnar epithelium(ectropion)

! Cervix with inclusion (nabothian) cyst andendocervical polyp

! Cervix with lesion (cancer)

1

1

1

1

Normal cervices with open os for IUD insertion/removal

5

Cervices for 6–8 week and 10–12 week uteri (2 of eachsize)

4

Normal tubal fimbriae and ovaries (2 each) 4

Fallopian tubes for tubal occlusion 8

Simulated round and ovarian ligaments (set of 2 each) 4

Extra thin cervical locking rings 3

Flashlight with batteries 1

Soft nylon carrying bag 1

Outer Skin

The outer skin of the model is foam-backed in order to simulate the feelof the anterior pelvic wall. The entire outer skin is removable to allow themodel to be used for demonstration purposes (e.g., performing IUDinsertion).

The 3 cm incision (reinforced at each end) located just below theumbilicus can be used to insert a laparoscope to look at the uterus, roundligaments, ovaries and fallopian tubes and practice laparoscopic tubal

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Breast and Pelvic Examination Course Handbook 17

occlusion. This incision also can be used for practicing postpartum tuballigation by minilaparotomy.

The 3 cm incision located a few centimeters above the symphysis pubisis used for practicing interval minilaparotomy. This incision also isreinforced, which allows the skin to be retracted to facilitatedemonstration of the minilaparotomy technique.

Cervices

The normal cervices have a centrally located, oval-shaped os whichpermits insertion of a uterine sound, uterine elevator or IUD. Theabnormal cervices are not open and can be used for demonstration only.

Each of the cervices for treatment of incomplete abortion has a centrallylocated, oval-shaped os which is dilated to allow passage of a 5 or 6 mmor 10 or 12 mm flexible cannula, respectively.

The normal cervices and interchangeable uteri feature the patented“screw” design for fast and easy changing.

ASSEMBLY OF THE ORIGINAL ZOE MODEL

To use the original ZOE pelvic model for demonstrations or initially tolearn how to change the parts (e.g., cervices and uteri), you need to knowhow to remove the skin.

Removing and Replacing the Detachable Skin and Foam Backing

First, carefully remove the outer skin and its foam lining away from therigid base at the “top” end of the model. (“Top” refers to the portion ofZOE nearest to the metal carrying handle located above the umbilicus.)

Lift the skin and foam up and over the legs, one leg at a time.

Be as gentle as possible. The detachable skin is made of material thatapproximates skin texture and it can tear.

If you wish to change the anteverted uterus and normal cervix which areshipped attached to ZOE, first you must remove the uterus.

Start by pulling the round ligaments away from the wall.

Then grasp the uterus while turning the wide grey ring counterclockwiseuntil the cervix and uterine body are separated.

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18 Breast and Pelvic Examination Course Handbook

To remove the cervix, turn the thin grey ring counterclockwise until itcomes off.

You then can push the cervix out through the vagina.

To reassemble, simply reverse this process.

To replace the skin and foam lining, start by pulling them down aroundthe legs.

Then make sure the rectal opening is aligned with the opening in the rigidbase.

Pull the skin and foam over the top of the model.

Finally, make sure both are pulled firmly down around the rigid base, andthe skin is smoothly fitted over the foam.

Once you understand how ZOE’s anatomic parts fit together, we suggestyou change them through the opening at the top of the model. This helpsto preserve ZOE’s outer shell as you will only have to remove it fordemonstrations or to change the postpartum (20 week size) uterus.

The anteverted and retroverted uteri have transparent top halves andopaque lower halves for use in demonstrating IUD insertion. These uteriare supported by round ligaments attached to the pelvic wall. The roundligaments, ovaries and fallopian tubes are removable.

To remove the uterus:

! Unscrew the wide locking ring attached to the uterus using acounterclockwise rotation.

To remove the cervix:

! Unscrew the thin locking ring immediately outside the apex of thevagina.

! The cervix should be pushed through the vagina and removed fromthe introitus.

To reassemble, proceed in reverse order.

PROCEDURES WITH ALL ZOE MODELS

Speculum examination:

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Breast and Pelvic Examination Course Handbook 19

! Use a medium bivalve speculum.

! Prior to inserting the speculum, dip it into clean water containing asmall amount of soap. (This makes inserting the speculum easier.)

! To see the cervix, fully insert the speculum, angle it posteriorly (as inthe human, the vagina in the ZOE model is angled posteriorly), thenopen the blades fully.

! To increase the diameter of the opening, use the speculum thumbscrew (Pederson or Graves specula).

Passing instruments (uterine sound, uterine elevator, dilator orcannula) through the cervical os:

! Apply a small amount of clean water containing a drop or two ofsoap solution to the cervix (just as you would apply it with antisepticsolution in a client). This will make passing the instrument throughthe cervical os easier.

Sounding the uterus, inserting an IUD and interval minilaparotomyor laparoscopy: use either the normal (nonpregnant) anteverted orretroverted uterus with a cervix having a patent os.

Postpartum minilaparotomy (tubal occlusion): use the postpartumuterus (20 week size) with a cervix having a patent os.

Treatment of incomplete abortion using MVA: use either the 6 to 8 or10 to 12 week uteri (incomplete abortion) with the appropriate sizecervix.

CARE AND MAINTENANCE OF ALL ZOE MODELS

The specific model of ZOE Gynecological Simulator will vary, dependingon the location of the training site and the procedures being performed,but the care and maintenance of these models are the same for all.

! ZOE is constructed of material that approximates skin texture.Therefore, in handling the model, use the same gentle techniques asyou would in working with a client.

! To avoid tearing ZOE’s skin when performing a pelvic exam, use adilute soap solution to lubricate the instruments and your glovedfingers.

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20 Breast and Pelvic Examination Course Handbook

! Clean ZOE after every training session using a mild detergentsolution; rinse with clean water.

! DO NOT write on ZOE with any type of marker or pen, as thesemarks may not wash off.

! DO NOT use alcohol, acetone or Betadine® or any other antisepticwhich contains iodine on ZOE. They will damage or stain the skin.

! Store ZOE in the carrying case and plastic bag provided with your kit.

! DO NOT wrap ZOE in other plastic bags, newspaper, plastic wrap orany other kinds of material, as these may discolor the skin.

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Breast and Pelvic Examination Course Handbook 21

INSTRUCTIONS FOR USING THE BREAST SELFEXAMINATION SIMULATOR

The breast model simulates the upper torso of a 30 to 40 year old female.It is a training tool developed to assist healthcare professionals in learninghow to perform a breast examination.

The model can be used standing upright or lying down.

The contents of the model include:

! One upper torso

! One detachable left breast

! One detachable right breast

! One carrying bag with cardboard insert

The upper torso is made of hard plastic and the breasts are made of soft,durable foam that are covered by a skin-like material. The breasts arepositioned in depressions in the torso. They are held in place by strips ofVelcro® so that they can be easily removed for cleaning or replacement.

The right breast does not have any lumps. The left breast has nine lumpsof different types and sizes, like those most commonly found during abreast examination. Some of these lumps are superficial and other lumpsare deeper, and require more pressure during palpation to find them.

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22 Breast and Pelvic Examination Course Handbook

Location and Size of Lumps in Left Breast

Lump Comments

1 25.4 mm lump; 9.5 mm deep

2 12.7 mm lump;6.4 mm deep

3 12.7 mm lump; 9.5 mm deep; Half of the cancerous lumps are found

in this upper/outer quadrant

4 6.4 mm lump; 4.8 mm deep; Half of the cancerous lumps are found

in this upper/outer quadrant

5, 6, 7 6.4 mm lump; 4.8 mm deep

8 12.7 mm lump;12.7 mm deep

9 6.4 mm lump;12.7 mm deep

CARE AND MAINTENANCE OF THE BREAST SELF EXAMINATION SIMULATOR

! The breasts are covered by a skin-like material. The model should behandled with the same gentle technique that would be used with awoman.

! Wash your hands before using the model.

! To avoid damaging the breasts, use the pads of your fingers whenpalpating the breast. Pressing on the breast with your fingernails maytear the skin.

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Breast and Pelvic Examination Course Handbook 23

! The model should be cleaned after every use with soapy water andrinsed with clean water.

! DO NOT write on the model with any type of marker or pen, as thesemarks may not wash off.

! DO NOT use alcohol, acetone, or Betadine® or any other antisepticor cleaning solution on the model. They may damage or discolor it.

! Store the model in the plastic bag, cardboard insert and blue nyloncarrying bag provided with the model.

! DO NOT wrap the model in other plastic bags, newspaper, plasticwrap or any other kinds of material because these also may discolorthe skin.

! When packing the model in the carrying bag, be sure that there isnothing resting on or pressing against the breasts. If the model ispacked improperly, indentations will form in the breasts at thepressure points. The breasts will return to normal after the pressure isremoved, but this will take some time and the model cannot be useduntil the breasts have returned to normal.

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24 Breast and Pelvic Examination Course Handbook

PRECOURSE QUESTIONNAIRE

HOW THE RESULTS WILL BE USED

The main objective of the Precourse Questionnaire is to assist both theclinical trainer and the participant as they begin their work together inthe course by assessing what the participants, individually and as a group,know about the course topic. Providing the results of the precourseassessment to the participants enables them to focus on their individuallearning needs. In addition, the questions alert participants to the contentthat will be presented in the course.

The questions are presented in the true-false format.

For the clinical trainer, the questionnaire results will identify particulartopics which may need additional emphasis during the learning sessions.Conversely, for those categories where 85% or more of participantsanswer the questions correctly, the clinical trainer may elect to use someof the allotted time for other purposes. For example, if the participants asa group did well (85% or more correct) in answering the questions in thecategory “Breast Examination” (questions 4 through 9), the clinicaltrainer may elect to assign the breast examination section as homeworkrather than discussing these topics in class.

For the participants, the learning objective(s) related to each questionand the corresponding section(s) in the reference manual are noted besidethe answer column. To make the best use of the limited course time,participants are encouraged to address their individual learning needs bystudying the designated section(s).

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Breast and Pelvic Examination Course Handbook 25

PRECOURSE QUESTIONNAIRE

Instructions: In the space provided, print a capital T if the statement is true or a capital F if thestatement is false.

COUNSELING

1. During the clinic visit, the primary purpose of talkingwith the woman is to give her instructions.

_______ Participant Objective 1(Pages 7–10)

2. Both verbal and nonverbal means of communicationsare important in talking with clients.

_______ Participant Objective 1(Pages 7–10)

3. The healthcare provider has the responsibility ofsharing medical information with the woman’s spouse.

_______ Participant Objective 1(Pages 7–10)

BREAST EXAMINATION

4. A provider should always wear new examination orhigh-level disinfected surgical gloves when performinga breast examination.

_______ Participant Objective 2(Pages 11–26)

5. It is important to look at the breast in different positionsto check for skin puckering or dimpling.

_______ Participant Objective 3(Pages 11–26)

6. Swelling, increased warmth or tenderness in eitherbreast may suggest infection.

_______ Participant Objective 3(Pages 11–26)

7. A provider should use her/his whole hand to feel thebreast tissue when palpating the breast.

_______ Participant Objective 3(Pages 11–26)

8. If no changes or lumps in the breast are found whilepalpating the breast, it is not necessary to palpate theaxilla.

_______ Participant Objective 3(Pages 11–26)

9. The best time for a woman to examine her breasts isduring her menstrual period.

_______ Participant Objective 4(Pages 11–26)

PELVIC EXAMINATION

10. The mons pubis, clitoris, labia majora and perineum areall part of the external female genitalia.

_______ Participant Objective 5(Pages 27–60)

11. The internal female genitalia include the fallopiantubes, ovaries, uterus, and the labia minora.

_______ Participant Objective 5(Pages 27–60)

12. Examination of the lower abdomen should include bothlight and deep pressure during palpation.

_______ Participant Objective 5(Pages 27–60)

13. A provider should wear new examination or high-leveldisinfected surgical gloves before examining theexternal genitalia.

_______ Participant Objective 2(Pages 27–60)

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26 Breast and Pelvic Examination Course Handbook

14. Palpation of the Bartholin’s and Skene’s glands areincluded in the examination of the external genitalia.

_______ Participant Objective 5 (Pages 27–60)

15. The speculum examination includes looking at thevaginal walls, cervix and cervical os.

_______ Participant Objective 5(Pages 27–60)

16. After using the speculum, it should be soaked in 0.5%chlorine solution for 10 minutes.

_______ Participant Objective 2(Pages 27–60)

17. One purpose of the bimanual examination is to checkthe size, shape and position of the uterus.

_______ Participant Objective 5(Pages 27–60)

18. It is not important to assess the adnexa during abimanual examination.

_______ Participant Objective 5(Pages 27–60)

19. A provider should always do a rectovaginalexamination after performing the bimanualexamination.

_______ Participant Objective 5 (Pages 27–60)

20. The rectovaginal exam will help determine the size ofthe uterus.

_______ Participant Objective 5(Pages 27–60)

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1 Adapted from: Sullivan R et al. 1998. Clinical Training Skills for Reproductive Health Professionals, 2nd ed. JHPIEGO

Corporation: Baltimore, Maryland.

Breast and Pelvic Examination Course Handbook 27

HOW PEOPLE LEARN1

After completing this session, the participant will be able to identifyhow adults learn skills and apply this to attain the session objective.The participant will:

! Compare formal (school) and practical (hands-on) methods oflearning

! List the three stages of learning clinical skills

! Identify the principles of learning

Comparison of Formal (School) and Practical (Hands-On) Methodsof Learning

! Characteristics of formal (school) teaching:

• Structured

• Instructor acts as though s/he is “better” than the students (topdown)

• Information is usually theoretical

• Little or no interaction or student involvement

• Few questions by the students

! Characteristics of practical training (e.g., the way a wood carverwould teach his children about carving):

• Informal

• Learning is fun (low stress)

• Learn by doing (hands-on)

• Participatory (trainer and student are partners)

• Interactive (questions going both ways)

! The practical method is more like coaching as opposed to schoolteaching. An example of where coaching is an appropriate trainingmethod is learning a skill such as IUD insertion or removal.

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28 Breast and Pelvic Examination Course Handbook

How People Learn

! Training must be relevant. Learning experiences should relatedirectly to the job responsibilities of the participants.

! People often bring a high level of motivation to training:

• Desire to improve job performance

• Desire to learn

• Desire to improve their life

! People need involvement during training. This can be accomplishedby:

• Allowing participants to provide input regarding schedules,activities, and other events

• Using questioning and feedback

• Using brainstorming and discussions

• Providing hands-on work

• Conducting group and individual projects

• Setting up classroom activities or games

! People desire variety. Ways to provide this include:

• Varying the schedule

• Using a variety of audiovisual aids:

- Writing boards- Flipcharts- Overhead transparencies- Videos - Anatomic models or real items (e.g., instruments)

• Using a variety of teaching methods:

- Illustrated lectures- Demonstrations- Small group activities- Group discussions- Role plays and case studies- Guest speakers

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Breast and Pelvic Examination Course Handbook 29

! People need positive feedback. Positive feedback is lettingparticipants know how they are doing, and providing this informationin a positive manner. The clinical trainer provides positive feedbackwhen s/he uses one or more of the following:

• Verbal praise either in front of other participants or individually.

• Recognizing appropriate responses during questioning:

- That’s correct!- Good answer!- That was an excellent response!

• Acknowledging appropriate skills while coaching in a clinicalsetting:

- Very good work!- I would like everyone to notice the incision that was just

made. Ilka did an excellent job. All incisions should look likethis one.

• Letting the participants know how they are progressing towardachieving the learning objectives.

! The clinical trainer must recognize that many participants fear failureand embarrassment in front of their colleagues. Participants oftenhave concerns about their ability to:

• Fit in with the other participants

• Get along with the trainer

• Understand the content

• Perform the skills being taught

The clinical trainer must be aware of these concerns and begin thecourse with an opening exercise that allows all participants to get toknow each other in a safe and positive climate.

! People prefer to be treated as individuals who have unique andparticular backgrounds, experiences and learning needs. Theclinical trainer can ensure that participants feel like individuals byusing one or more of the following methods:

• Using participant names as often as possible

• Involving all participants as often as possible

• Treating participants with respect

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30 Breast and Pelvic Examination Course Handbook

• Allowing participants to share information with others duringclassroom and clinical instruction

! Participants need to maintain high self-esteem to deal with thedemands of clinical training. Respect on the part of the clinicaltrainer, which includes avoiding negative feedback, is essential tomaintaining participant confidence while learning.

! The clinical trainer must maintain participants’ high expectations by:

• Conducting a training course which adds, rather than subtracts,from the participant’s self-esteem and sense of competence

• Setting high expectations for her/himself and her/his fellowtrainers

• Allowing participants to get to know and respect the trainer

• Understanding and recognizing the participants’ careeraccomplishments

! All participants have personal needs during training. Timely breaksfrom instruction, the best possible ventilation, proper lighting and anenvironment as free from distraction as possible reduce tension andcreate a positive atmosphere.

Stages of Learning Clinical Skills

! Skill acquisition represents the initial phase in learning a newclinical skill or activity. One or more practice sessions are needed forlearning how to perform the required steps and the sequence (ifnecessary) in which they should be performed. Assistance andcoaching are necessary to achieve correct performance of the skill oractivity.

! Skill competency represents an intermediate phase in learning a newclinical skill or activity. The participant can perform the requiredsteps in the proper sequence (if necessary) but may not progress fromstep to step efficiently.

! Skill proficiency represents the final phase in learning a new clinicalskill or activity. The participant efficiently and precisely performs thesteps in the proper sequence (if necessary).

Principles of Learning (Keys to Success)

! The most productive way of learning is by doing. Repetition isnecessary for proficiency.

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Breast and Pelvic Examination Course Handbook 31

! The more realistic the content, the more productive the learning.

! Learning is:

• Most productive when the participant is ready to learn (It is upto the clinical trainer to create a climate that will motivateparticipants.)

• Most productive when it builds on what the participant alreadyhas experienced or knows

• Easier when the participant knows what s/he is expected to learn

• More fun when a variety of methods and teaching techniques areused

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32 Breast and Pelvic Examination Course Handbook

LEARNING GUIDES AND CHECKLISTS FOR BREASTAND PELVIC EXAMINATIONS

USING THE LEARNING GUIDES AND CHECKLISTS

The Learning Guides and Checklists for Breast and Pelvic Examinationsare designed to help the participant learn the steps or tasks involved in:

! Counseling a woman about her reproductive health needs

! Performing a breast examination

! Performing a pelvic examination

There are two learning guides in this handbook:

! Learning Guide for Breast Examination

! Learning Guide for Pelvic Examination

Each learning guide contains the steps or tasks performed by thecounselor and clinician when performing breast and pelvic examinationsThese tasks correspond to the information presented in relevant chaptersof the Guidelines for Performing Breast and Pelvic Examinations. Thisfacilitates participant review of essential information.

The checklists combine the learning guides and focus only on the keysteps in performing breast and pelvic examinations:

! Checklist for Breast Examination

! Checklist for Pelvic Examination

The checklists included here for skill practice by the participant are thesame as the checklists which the clinical trainer will use to evaluate eachparticipant’s performance at the end of the course.

The participant is not expected to perform all the steps or tasks correctlythe first time s/he practices them. Instead the learning guides are intendedto:

! Assist the participant in learning the correct steps and sequence inwhich they should be performed (skill acquisition)

! Measure progressive learning in small steps as the participant gainsconfidence and skill (skill competency)

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Breast and Pelvic Examination Course Handbook 33

1 Needs Improvement: Step or task not performed correctly orout of sequence (if necessary) or is omitted

2 Competently Performed: Step or task performed correctly inproper sequence (if necessary) but participant does notprogress from step to step efficiently

3 Proficiently Performed: Step or task efficiently andprecisely performed in the proper sequence (if necessary)

Prior to using the breast and pelvic examination learning guides, theclinical trainer will review the entire process for breast and pelvicexamination with the participants using the videos. In addition, eachparticipant will have the opportunity to witness breast and pelvicexaminations using the breast model and ZOE pelvic model and/or toobserve the activity being performed in the clinic with a woman. Thus,by the time the group breaks up into pairs to begin practicing and ratingeach other’s performance, each participant should be familiar with theprocesses for performing breast and pelvic examinations.

Used consistently, the learning guides and checklists enable eachparticipant to chart her/his progress and to identify areas forimprovement. Furthermore, the learning guides and checklists aredesigned to make communication (coaching and feedback) between theparticipant and clinical trainer easier and more helpful. When using eitherlearning guide, it is important that the participant and clinical trainer worktogether as a team. For example, before the participant attempts the skillor activity (e.g., breast examination) for the first time, the clinical trainer(or person rating the participant, if not the clinical trainer) should brieflyreview the steps involved and discuss the expected outcome. In addition,immediately after the skill or activity has been completed the clinicaltrainer or rater should meet with the participant. The purpose of thismeeting is to provide positive feedback regarding learning progress andto define the areas (knowledge, attitude or practice) where improvementis needed in subsequent practice sessions. Because the learning guides are used to assist in developing skills, it isimportant that the rating (scoring) be done carefully and as objectively aspossible. The participant’s performance of each step is rated on a three-point scale as follows:

Using the Learning Guides

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34 Breast and Pelvic Examination Course Handbook

Remember: It is the goal of this training that every participantperform every task or activity correctly with women by the end of thecourse.

! The Learning Guide for Breast Examination and Learning Guidefor Pelvic Examination are designed to be used primarily during theearly phases of learning (i.e., skill acquisition) when participants arepracticing with the anatomic (breast and pelvic) models.

! Initially, participants can use the learning guides to follow the stepsas the clinical trainer role plays counseling a woman or demonstratesbreast and pelvic examination using a breast and pelvic model.

! Subsequently, during the classroom practice sessions, they serve asstep-by-step guides for the participant as s/he performs the skill usingpelvic models. During this phase, participants work in teams with one“healthcare provider” participant performing the skill or activitywhile the other participant uses the learning guide to rate theperformance or prompt the “healthcare provider” as necessary.During this initial learning phase, clinical trainer(s) will circulate toeach group of participants to oversee how the learning is progressingand check to see that the participants are following the steps asoutlined in the learning guides.

Using the Checklists for Practice

As participants progress through the course and gain experience,dependence on the detailed learning guides decreases and they advanceto using the condensed Checklist for Breast Examination and Checklistfor Pelvic Examination. This guide focuses on key steps in the entireprocedure.

Once participants become confident in performing the procedure usingthe pelvic model, they can use the checklist to rate each other’sperformance. This exercise can serve as a point of discussion during aclinical conference before the participants begin providing services towomen.

For clinic practice sessions with women, participants again are paired.Here, one “healthcare provider” participant performs the procedure whilethe other observes and uses the checklist to remind the “healthcareprovider” of any missed steps. During this phase the clinical trainer(s) isalways present in the clinic to supervise the initial woman encounter foreach participant. Thereafter, depending on the circumstances s/hecirculates between groups of participants to be sure that there are noproblems, coaching them as they perform the skill/activity.

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Breast and Pelvic Examination Course Handbook 35

Rate the performance of each step or task observed using the following rating scale:

1 Needs Improvement: Step or task not performed correctly or out of sequence (if necessary) or is omitted

2 Competently Performed: Step or task performed correctly in proper sequence (if necessary) but participant

does not progress from step to step efficiently

3 Proficiently Performed: Step or task efficiently and precisely performed in the proper sequence (if

necessary)

LEARNING GUIDE FOR BREAST EXAMINATION(To be use d by Pa rticipa nts)

L E A R N IN G G U ID E F O R BR E A ST E X A M I N AT I ON

STEP/TASK CASES

GETTING READY

1. Greet the woman respectfully and with kindness.

2. Tell her you are going to examine her breasts.

3. Ask the woman to undress from her waist up. Have her sit on the examining

table with her arms at her sides.

4. Wash your hands thoroughly with soap and water and dry them with a clean,

dry cloth or allow them to air dry. If there are open sores or nipple discharge,

put new examination or high-level disinfected surgical gloves on both hands.

BREAST EXAMINATION

1. Look at the breasts and note any differences in:

• shape

• size

• nipple or skin puckering

• dimpling

Check for any swelling, increased warmth or tenderness in either breast.

2. Look at the nipples and note size, shape and direction in which they point.

Check for rashes or sores and nipple discharge.

3. Ask the woman to ra ise her arms over her head and look at her breasts. Note

any differences. Have the woman press her hands on her hips and look at the

breasts again.

4. Ask her to lean forward to see if her breasts hang evenly.

5. Have her lie down on the examining table.

6. Place a pillow under her left shoulder. Place the woman’s left arm over her

head.

7. Look at the left breast and note any differences from the right breast. Check for

any puckering or dimpling.

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8. Using the pads of your three middle fingers, palpate the entire breast, starting

at the top outermost edge of the breast, using the spiral technique. Note any

lumps or tenderness.

9. Use the thumb and index finger to gently squeeze the nipple. Note any clear,

milky or bloody discharge.

10. Repeat these steps for the right breast. If necessary, repeat this procedure with

the woman sitting up and with her arms at her sides.

11. Have the woman sit up and raise her arm to shoulder level. Palpate the tail of

the breast by pressing along the outside edge of the left pectoral muscle while

gradually moving your fingers up into the axilla. Check for enlarged lymph

nodes or tenderness.

12. Repeat this step for the right side.

13. After completing the examination, have the woman cover herself. Explain any

abnormal findings and what needs to be done. If the examination is normal, tell

the woman everything is normal and healthy and when she should return for a

repeat examination.

TEACHING BREAST-SELF EXAMINATION (BSE)

1. Explain to the woman why regular BSE is important.

2. Explain the steps in BSE and demonstrate it using a breast model. If breast

model is not available, explain steps and demonstrate BSE on self (without

removing clothing.)

3. Assess the woman’s present understanding of BSE by asking her questions

about her present knowledge.

4. Add to the woman’s missing information and correct wrong information about

BSE timing, technique and what to look for during BSE.

5. Ask the woman to demonstrate the procedure on herself and provide positive

and corrective feedback.

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Breast and Pelvic Examination Course Handbook 37

Rate the performance of each step or task observed using the following rating scale:

1 Needs Improvement: Step or task not performed correctly or out of sequence (if necessary) or is omitted

2 Competently Performed: Step or task performed correctly in proper sequence (if necessary) but participant

does not progress from step to step efficiently

3 Proficiently Performed: Step or task efficiently and precisely performed in the proper sequence (if

necessary)

LEARNING GUIDE FOR PELVIC EXAMINATION(To be use d by Pa rticipa nts)

L E A R N IN G G U ID E F O R PE L V IC E X A M I N AT I ON

STEP/TASK CASES

GETTING READY

1. Explain why the examination is being done and describe the steps in the

examination.

2. Ask the woman to empty her bladder and wash and rinse her abdominal and

genital area.

3. Check that the instruments and supplies are available.

4. Ask the woman to undress and help her onto the examining table.

5. Wash your hands thoroughly with soap and water and dry them with a clean,

dry cloth or allow them to air dry.

LOWER ABDOMINAL AND GROIN EXAMINATION

1. Ask the woman to lie down on the examining table with her arms at her sides.

2. Expose the entire abdomen.

3. Note any swelling or bulges in the abdomen. Note the location and shape of

the umbilicus.

4. Inspect the abdomen for abnormal coloring, scars, stretch marks or rashes and

lesions.

5. Using light pressure with the pads of your fingers, palpate all areas of the

abdomen. Identify any masses, areas of tenderness or muscular resistance.

Record your findings.

6. Using deeper pressure , determine size, shape, consistency, tenderness, mobility

and movement of any masses. Record any masses and areas of tenderness.

7. Identify any tender areas. If abnormal tenderness is present, check for rebound

tenderness.

8. If open sores are present on groin, put new examination or high-level

disinfected surgical gloves on both hands before examining groin. Palpate both

groin areas for bumps, buboes or swelling.

EXTERNAL GENITAL EXAMINATION

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38 Breast and Pelvic Examination Course Handbook

1. Ask the woman to p lace her heels in the stirrups. If there are no stirrups, help

her place her feet on the outside edges of the end of the table. Reposition the

drape so that it covers the woman’s knees.

2. Wash your hands thoroughly with soap and water and dry them with a clean,

dry cloth or allow them to air dry.

3. Turn on the light and direct it toward the genital area.

4. Put new examination or high-level disinfected gloves on both hands.

5. Touch the inside of her thigh before touching any of the genital area.

6. Inspect the labia, clitoris and perineum.

6. Separating the labia majora with two fingers, check the labia minora, clitoris,

urethral opening and vaginal opening.

7. Palpate the labia minora. Look for swelling, discharge, tenderness, ulcers and

fistulas. Feel for any irregularities or nodules.

8. Check the Skene’s glands for discharge and tenderness. With the palm facing

upward , insert the index finger into the vagina and gently push upward against

the urethra and milk the gland on each side and then directly on the urethra. (If

discharge is present, take a smear for Gram’s stain and tests for gonorrhea and

chlamydia, if laboratory facilities are available.)

9. Check the Bartholin’s glands for discharge and tenderness. Insert index finger

into vagina at lower edge of opening and feel at base of each of the labia

majora. Using your finger and thumb, palpate each side for any swelling or

tenderness. (If discharge is present, take a smear for Gram’s stain and tests for

gonorrhea and chlamydia, if laboratory facilities are available.)

10. Ask the woman to bear down while you hold the labia open. Check for any

bulging of the anterior or posterior vaginal walls.

11. Look at the perineum. Check for any scars, lesions, inflammation or cracks in

the skin.

SPECULUM EXAMINATION

1. Select a bivalve speculum and show it to the woman. Explain what you are

going to do.

2. Insert the speculum fully and open the blades. Look at the vaginal walls and

note any inflammation, ulcers or sores. Check for any discharge.

3. Look at the cervix and os and note the color, position, smoothness or

discharge. If the cervix bleeds easily or there is mucopus, obtain a specimen

for Gram’s stain and tests for gonorrhea and chlamydia, if laboratory facilities

are available.

4. Remove the speculum.

5. Place the speculum in 0.5% chlorine solution for decontamination.

BIMANUAL EXAMINATION

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Breast and Pelvic Examination Course Handbook 39

1. Wet the index and middle fingers of the hand that will be inserted in the vagina

(pelvic hand) with clean water or vaginal secretions.

2. Separate the labia with two fingers of the abdominal hand and insert the tips of

the index and middle fingers of the pelvic hand into the vagina.

3. While exerting pressure downward, wait for the perineal muscles to relax.

Gradually insert fingers fully or until the cervix is touched.

4. Turn your palm upward and follow the anterior vaginal walls until you feel the

cervix.

5. Feel the length, size and shape of the cervix. Note its position and consistency.

6. Move the cervix gently from side to side between your fingers. Note whether

the woman feels pain.

7. With the palm up, place the fingers of your pelvic hand in the space behind the

cervix to feel the body of the uterus.

8. Place your other hand flat on the abdomen, midway between the umbilicus and

the pubic bone.

9. Slowly slide your abdominal hand toward the symphysis pubis, pressing

downward and forward with the pads of your fingers. At the same time, push

inward and upward with the fingers of the pelvic hand, trying to trap the uterus

between your hands. If you cannot feel the uterus, it may be retroverted.

10. Palpate the uterus and check for:

• Size

• Shape

• Location

• Consistency

• Mobility

• Tenderness

11. Locate an ovary by placing the fingers of the pelvic hand inside the lateral

fornix. Move your abdominal hand to the same side and lateral to the uterus.

Press down with the abdominal hand and reach up with the fingers of your

pelvic hand. Gently bring the fingers of both hands together and move them

toward the symphysis pubis.

12. Determine size, consistency and mobility of ovary.

13. Repeat this procedure for the other ovary.

14. Check the size, shape consistency, mobility and tenderness of any masses in

the adnexa.

RECTOVAGINAL EXAMINATION

1. Explain to the woman what you are going to do.

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40 Breast and Pelvic Examination Course Handbook

2. If you need to change your gloves, immerse both hands in 0.5% chlorine

solution, then remove them by turning them inside out.

C If disposing of them, place them in a leakproof container or plastic bag.

C If reusing the gloves, submerge them in 0.5% chlorine solution for

decontamination.

3. Slowly insert the middle finger of the pelvic hand into the rectum and your

index finger into the vagina. Ask the woman to exhale to help her relax.

4. Press down firmly and deeply with the abdominal hand above the pubic bone

while the vaginal and rectal fingers are pushing anteriorly on the cervix.

5. Feel the surface of the uterus and check to see if it is smooth.

6. Check for tenderness or masses between the uterus and rectum.

7. After you have completed the examination, remove both fingers slowly.

8. Immerse both gloved hands in 0.5% chlorine solution, remove the gloves by

turning them inside out and dispose of them in a leakproof container or plastic

bag.

COMPLETING THE PELVIC EXAMINATION

1. If rectovaginal examination was not performed, immerse bo th gloved hands n

0.5% chlorine solution, then remove gloves by turning them inside out.

• If disposing of gloves, place them in a leakproof container.

• If reusing the gloves, submerge them in 0.5% chlorine solution for

decontamination.

2. Wash your hands thoroughly with soap and water and dry them with a clean,

dry cloth or allow them to air dry.

3. Help the woman to sit up on the examining table and ask her to get dressed.

4. After the woman is dressed, discuss any abnormal findings and what, if

anything, she needs to do. If the examination was normal, tell her that

everything is normal and healthy.

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Breast and Pelvic Examination Course Handbook 41

CHECKLISTS FOR BREAST AND PELVICEXAMINATIONS

USING THE CHECKLISTS FOR PRACTICE

The checklists are derived from the information provided in the learningguides. As the participant progresses through the course and gainsexperience, dependence on the detailed learning guides decreases and thechecklist may be used in their place. The Checklist for BreastExamination and Checklist for Pelvic Examination focus only on thekey steps in the entire procedure, and can be used by participants, whenproviding services in a clinical situation, to rate one another’sperformance. These checklists that the participant uses for practice are thesame as the checklists which the clinical trainer will use to evaluate eachparticipant’s performance at the end of the course. The rating scale usedis described below:

Satisfactory: Performs the step or task according to the standardprocedure or guidelines

Unsatisfactory: Unable to perform the step or task according to thestandard procedure or guidelines

Not Observed: Step, task or skill not performed by participantduring evaluation by trainer

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42 Breast and Pelvic Examination Course Handbook

Place a “T” in case box if step/task is performed satisfactorily, and “X” if it is not performed satisfactorily, or

N/O if not observed.

Satisfactory: Performs the step or task according to the standard procedure or guidelines

Unsatisfactory: Unable to perform the step or task according to the standard procedure or guidelines

Not Observed : Step or task or skill not performed by participant during evaluation by clinical trainer

CHECKLIST FOR BREAST EXAMINATION(To be used by the Participant for practice and by the Trainer at the end of the course)

CHECKLIST FOR BREAST EXAMINATION

STEP/TASK CASES

GETTING READY

1. Greet the woman respectfully and with kindness.

2. Tell the woman you are going to examine her breasts.

3. Ask the woman to undress from her waist up. Have her sit on the examining

table with her arms at her sides.

4. Wash hands thoroughly and dry them. If necessary, put on new examination or

high-level disinfected surgical gloves on both hands.

BREAST EXAMINATION

1. Look at the breasts and note any differences in:

• shape

• size

• nipple or skin puckering

• dimpling

Check for swelling, increased warmth or tenderness in either breast.

2. Look at the nipples and note size, shape and direction in which they point.

Check for rashes or sores and nipple discharge.

3. Look at breasts while woman has hands over her head and presses her hands

on her hips. Check to see if breast hang evenly.

4. Have her lie down on the examining table.

5. Look at the left breast and note any differences from the right breast.

6. Place pillow under woman’s left shoulder and place her arm over her head.

7. Palpate the entire breast using the spiral technique. Note any lumps or

tenderness.

8. Squeeze the nipp le gently and note any discharge.

9. Repeat these steps for the right breast. If necessary, repeat this procedure with

the woman sitting up and with her arms at her sides.

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Breast and Pelvic Examination Course Handbook 43

10. Have the woman sit up and raise her arm. Palpate the tail of the breast and

check for enlarged lymph nodes or tenderness.

11. Repeat this procedure for the right side.

12. After completing the examination, have woman cover herself. Explain any

abnormal findings and what needs to be done. If the examination is normal, tell

the woman everything is normal and healthy and when she should return for a

repeat examination.

TEACHING BREAST-SELF EXAMINATION (BSE)

1. Explain to the woman why regular BSE is important.

2. Explain steps and demonstrate BSE on a breast model. If breast model not

availab le, demonstrate BSE on self (without removing clothing.)

3. Ask woman about her present knowledge of BSE.

4. Add to missing information and correct any wrong information about BSE

timing, technique and what to look for during BSE.

5. Ask the woman to demonstrate the procedure on herself and provide positive

feedback.

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44 Breast and Pelvic Examination Course Handbook

Place a “T” in case box if step/task is performed satisfactorily, and “X” if it is not performed satisfactorily, or

N/O if not observed.

Satisfactory: Performs the step or task according to the standard procedure or guidelines

Unsatisfactory: Unable to perform the step or task according to the standard procedure or guidelines

Not Observed : Step or task or skill not performed by participant during evaluation by clinical trainer

CHECKLIST FOR PELVIC EXAMINATION(To be used by the Participant for practice and by the Trainer at the end of the course)

CHECKLIST FOR PELVIC EXAMINATION

STEP/TASK CASES

GETTING READY

1. Explain why the examination is being done and describe the steps in the

examination.

2. Ask the woman to empty her bladder and wash and rinse her abdominal and

genital area.

3. Check that the instruments and supplies are available.

4. Ask the woman to undress and help her onto the examining table.

5. Wash hands thoroughly with soap and water and dry them with a clean, dry

cloth or allow them to air dry.

LOWER ABDOMINAL AND GROIN EXAMINATION

1. Ask the woman to lie down on the examining table.

2. Look at the abdomen for abnormal coloring, scars, stretch marks or rashes and

lesions.

3. Palpate all areas of the abdomen using a light pressure. Then, palpate the

abdomen using a deeper pressure.

4. Identify any tender areas and check for rebound tenderness.

5. Put new examination or high-level disinfected surgical gloves on both hands if

sores are present on groin. Palpate both groin areas for bumps, buboes or

swelling.

EXTERNAL GENITAL EXAMINATION

1. Position woman and move drape over woman.

2. Wash hands thoroughly and dry them. Put new examination or high-level

disinfected surgical gloves on both hands.

3. Inspect external labia, clitoris and perineum.

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Breast and Pelvic Examination Course Handbook 45

4. Check the labia minora, clitoris, urethral opening and vaginal opening.

5. Check the Skene's glands and urethra and take smears, if discharge is present.

6. Check the B artholin’s glands and take smears, if discharge is present.

7. Ask the woman to bear down while holding the labia open. Check for any

bulging of the anterior or posterior vaginal walls.

8. Look at perineum.

SPECULUM EXAMINATION

1. Insert the speculum fully and open the blades. Look at the vaginal walls and

note any inflammation, ulcers or sores. Check for any discharge.

2. Look at the cervix and os and note the color, position, smoothness or

discharge. If the cervix bleeds easily or there is mucopus, obtain a specimen

for tests.

3. Remove the speculum and place in 0.5% chlorine solution for

decontamination.

BIMANUAL EXAMINATION

1. Separate the labia with two finger of the abdominal hand and insert the tips of

the index and middle fingers of the pelvic hand into the vagina.

2. Gradually insert fingers fully or until the cervix is touched.

3. Palpate the uterus and check for:

• Size

• Shape

• Location

• Consistency

• Mobility

• Tenderness

4. Locate ovaries and determine size and consistency.

5. Check the size, shape consistency, mobility and tenderness of any masses in

the adnexa.

RECTOVAGINAL EXAMINATION

1. If changing gloves, immerse both hands in 0.5% chlorine solution, then

removes them by turning them inside out.

C If disposing of them, place them in a leakproof container or plastic bag.

C If reusing the gloves, submerge then in 0.5% chlorine solution for

decontamination.

2. Slowly insert middle finger of the pelvic into the rectum and index finger into

the vagina.

3. Check for tenderness or masses between the uterus and rectum.

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46 Breast and Pelvic Examination Course Handbook

4. Immerse both gloved hands in 0.5% chlorine solution, remove gloves by

turning them inside out and dispose of them in a leakproof container.

COMPLETING THE PELVIC EXAMINATION

1. If rectovaginal examination was not performed, immerse both gloved hands in

0.5% chlorine solution, then remove gloves by turning them inside out.

• If disposing of gloves, place them in a leakproof container.

• If reusing the gloves, submerge them in 0.5% chlorine solution for

decontamination.

2. Wash hands thoroughly and dry them.

3. Help the woman to sit up on the examining table and ask her to get dressed.

4. Discuss any abnormal findings and what, if anything, she needs to do. If the

examination was normal, tell her that everything is normal and healthy.

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BREAST AND PELVIC EXAMINATION COURSEEVALUATION FORM

(To be completed by Participants)

Please indicate on a 1-5 scale your opinion of the following course components:

5-Strongly Agree 4-Agree 3-No Opinion 2-Disagree 1-Strongly Disagree

COURSE COMPONENT RATING

1. The precourse questionnaire helped me to study more effectively.

2. The role play sessions on counseling skills were helpful.

3. There was sufficient time scheduled for practicing counseling through role p lay and with

women.

4. The demonstration of breast and pelvic examination using the anatomic models helped me

get a better understanding of the procedure before practice in the classroom and clinic.

5. The practice sessions with the models made it easier to perform breast and pelvic

examinations with women.

6. There was sufficient time scheduled for practicing breast examination with women.

7. There was enough opportunity for practicing pelvic examination with women.

8. I am now confident in performing breast and pelvic examinations.

9. I am now able to use the infection prevention practices recommended for breast and pelvic

examinations.

10. There was adequate time to learn how to perform breast and pelvic examinations.

ADDITIONAL COMMENTS:

1. What topics (if any) should be added to improve the course? Please explain your suggestion.

2. What topics (if any) should be deleted to improve the course? Please explain your suggestion.

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