hospital simulated patient programme: a guide

5
Hospital simulated patient programme: a guide Jenny Barrett and Jan Hodgson, Department of Paediatrics, University of Melbourne, Melbourne, Victoria, Australia SUMMARY Context: Many university courses employ simulated patients to work with students in the devel- opment of communication skills. Our challenge was to build a sustainable programme that could be adapted for medical, nursing and allied health staff, and groups of students, on our hos- pital campus. Innovation: In recognition of the need to provide practice oppor- tunities for junior medical staff to hone their capacity to communi- cate effectively with parents, we employed professional actors who are also qualified teachers. Junior doctors have multiple opportuni- ties over their training time to work one-to-one with an actor- tutor in the role of simulated parent. The simulated parents are skilled in helping the trainees reflect on the conversation, and the trainees are given a recording of their sessions for further reflection and feedback from a colleague. This model has been adapted to meet the ‘topic’ needs and scheduling requirements of other staff and hospital-based student groups. Discussion: In adapting the ori- ginal medical staff programme, we came to appreciate not only the logistical but also the ethical considerations inherent in a sim- ulated parent patient programme. Our guide highlights the impor- tance of safeguarding the educa- tional integrity of the design, maintaining the fidelity of the simulations and ensuring the safety of all involved. Many university courses employ simulated patients to work with students in development of communication skills How to do it Ó Blackwell Publishing Ltd 2011. THE CLINICAL TEACHER 2011; 8: 217–221 217

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Hospital simulatedpatient programme:a guideJenny Barrett and Jan Hodgson, Department of Paediatrics, University of Melbourne,Melbourne, Victoria, Australia

SUMMARYContext: Many university coursesemploy simulated patients towork with students in the devel-opment of communication skills.Our challenge was to build asustainable programme that couldbe adapted for medical, nursingand allied health staff, andgroups of students, on our hos-pital campus.Innovation: In recognition of theneed to provide practice oppor-tunities for junior medical staff tohone their capacity to communi-

cate effectively with parents, weemployed professional actors whoare also qualified teachers. Juniordoctors have multiple opportuni-ties over their training time towork one-to-one with an actor-tutor in the role of simulatedparent. The simulated parents areskilled in helping the traineesreflect on the conversation, andthe trainees are given a recordingof their sessions for furtherreflection and feedback from acolleague. This model has beenadapted to meet the ‘topic’ needs

and scheduling requirements ofother staff and hospital-basedstudent groups.Discussion: In adapting the ori-ginal medical staff programme, wecame to appreciate not only thelogistical but also the ethicalconsiderations inherent in a sim-ulated parent ⁄ patient programme.Our guide highlights the impor-tance of safeguarding the educa-tional integrity of the design,maintaining the fidelity of thesimulations and ensuring thesafety of all involved.

Many universitycourses employsimulatedpatients to workwith students indevelopment ofcommunicationskills

How todo it

� Blackwell Publishing Ltd 2011. THE CLINICAL TEACHER 2011; 8: 217–221 217

INTRODUCTION

The pursuit of excellence ininteractions with patientsand their families remains a

high priority for clinicians andtheir educators, and simulation isa popular method for learningabout communication. In thecontext of busy hospitals, creat-ing and sustaining a clinicalcommunications educationprogramme is particularlychallenging.

Over the last decade, we haverefined a simulated patient ⁄ parenteducation programme for medicaland nursing staff in a large teach-ing hospital.1 Initially, we soughtwisdom from the education andclinical education literature,2–5

and eventually, through trial anderror, and systematic evalua-tions,6,7 developed a workablemodel that is well regarded by thehundreds of clinical staff and stu-dents who have participated.Based on this experience, we cannow offer to other hospital educa-tors a concise practical guide torunning such a programme.

Over time, we have come tounderstand some of the subtletiesthat were not apparent at thebeginning. Therefore, underlyingthe operational steps explainedbelow are three principles thatneed to be considered in thecomplex and time-pressuredenvironment of hospital educa-tion for professionals: the educa-tional integrity of the whole(participating in the workshopand the simulations with multiplereflection and feedback); thefidelity of the simulations(authentic acting, protectedindividual learning time); and thesafety of participating staff (pri-vacy for practice, and confidenti-ality of records and recordings)and actor-tutors. Our experiencehas repeatedly reinforced theimportance of these principles.

We use the term ‘actor-tutor’to denote the person who isemployed in the role of ‘simulatedparent ⁄ patient’. Although theterms ‘standardised patient’ and‘standardised family member’ areused elsewhere,1,6 our terminol-ogy attempts to acknowledge thespecial roles of both the profes-sional actor-tutors and parents.

PROGRAMME OVERVIEW

In our programme we first conducta workshop on a particular topicof clinical communication (e.g.giving bad news to parents), atwhich, through group discussion,we deconstruct a DVD that wehave previously made that modelsgood communication on that to-pic. We provide written notes andsuitable references for individualfollow-up and reinforcement. Theworkshop facilitator stresses theimportance of practising what hasbeen modelled and discussed inthe workshop. Learners areencouraged to register to have aone-to-one simulation sessionwith one of the actor-tutors at ascheduled time in the forthcom-ing week or two. The simulation isrecorded and the learner is givena DVD of their work for self-appraisal and subsequent discus-sion with a colleague.

The appendix provides a guideto conducting a programme in ahospital, and highlights practicalsuggestions and the educationalrationale based on ourexperience.

CONCLUSION

We have outlined a model basedon our experience of conducting asimulated parent programme formedical staff in a hospital thathas been adapted and furtherrefined for graduate nurses andMaster of Genetic Counsellingstudents. This is grounded insound educational practice and

has proven to be easily adaptableto the needs of different groupswithout compromising its valueand integrity.

REFERENCES

1. Gough J, Roseby R, Marks M.

Rehearsing the art of clinical practice.

Med Educ 2004;38:545–546.

2. Kurtz S, Silverman J, Draper J. Teach-

ing and learning communication skills

in medicine. 2nd ed. Abingdon, Oxon,

UK: Radcliffe Publishing; 2005.

3. Lorin S, Rho L, Wisnivesky JP, Nier-

man DM. Improving medical student

intensive care unit communication

skills: A novel educational initiative

using standardized family members

2006;34:2386–2391.

4. Nikendei C, Bosse HM, Hoffmann K,

Moltner A, Hancke R, Conrad C,

Huwendiek S, Hoffmann GF, Herzog W,

Junger J, Schultz JH. Outcome of

parent–physician communication

skills training pediatric residents.

Patient Education and Counseling

2006;82:94–99.

5. Chur-Hansen A, Burg F. Working with

standardized patients for teaching

and learning. Clin Teach 2006;3:220–

224.

6. Gough J, Waldron S, Johnston L, Tyler

P. Rehearsing clinical communication:

Innovative education in a graduate

nurse programme in paediatrics. Nurse

Education in Practice 2009;9:209–214.

7. Gough J, Frydenberg A, Donath S,

Marks M. Simulated parents:

Developing paediatrics trainees’

communication skills in giving bad

news. Journal of Paediatrics and Child

Health 2009;45:133–138.

Creating andsustaining a

clinicalcommunications

educationprogramme is

particularlychallenging

218 � Blackwell Publishing Ltd 2011. THE CLINICAL TEACHER 2011; 8: 217–221

Corresponding author’s contact details: Ms. Jenny Barrett, Department of Paediatrics, University of Melbourne, Royal Childrens’ Hospital,Flemington Road, Parkville, Melbourne, Victoria 3052, Australia. E-mail: [email protected]

Funding: None.

Conflict of interest: None.

Ethical approval: This guide is a product of the ongoing education programmes in the hospital, and as such does not require ethical

approval.

Appendix. A guide to conducting a simulated patient programme in hospital

ProgrammeFeature Implementation Rationale

Actor ⁄ tutors Selection criteria• Skills in improvisation• Motivation to contribute to health professional

education• Ability to give effective feedback• Ideally professional actors and trained teachers

Improvisation is the key crafttechnique required, andconfidence in giving feedback isthe key ‘teaching’ skill required

Employment and training• Provide suitable induction to the hospital context,

the process and goals of the programme• Emphasise confidentiality• Schedule the sessions well in advance• Pay as tutors, with double time for recording• Optimally each session should be a minimum of 3 hours

and a maximum of 8 hours

Actor-tutors need to appreciate thehospital context for their work

The hospital needs to be sensitive toactor-tutors’ other employmentarrangements

Support• Provide information about any existing hospital employee

assistance programme• Provide regular debriefing ⁄ supervision• Conduct team meetings and provide opportunities for

actor-tutors to meet ⁄ work together• Refer to ‘actor-tutors’ or ‘simulated parents ⁄ patients’ as

key personnel in the education programme

The safety and well-being ofactor-tutors is critical – there is aneed for the early identificationof issues and enhancedcollegiality

Resources Model scenario• Prepare a scenario based on a real case• Book the actor and find a clinician who is an expert in the

area and confident on camera• Brief the clinician and the actor-tutor about the

communication task• Provide them with an opportunity to confirm and process

key information before recording• If possible film the conversation without rehearsal or

retakes, which often compromise the energy in therecorded case – it needs to be ‘good’, not ‘perfect’

• Store the DVDs securely – keep them as aprogramme-specific resource, not for other use

Modelling good practice in thechosen area of clinicalcommunication is the firstimportant educational activity. Itneeds to be realistic

Scenario bank – written• Write scenarios based on actual cases• Include a brief description of the case, including some

demographic information about the parent ⁄ patient,and instructions for the clinician about what needs tobe communicated

• The bank of scenarios includes cases on different topicsand at different levels of difficulty

• Provide access to the bank via the hospital intranet(or other mechanism)

Unscripted scenarios providesufficient information to trigger anatural conversation between theactor and the learner

Easy access to a range of scenariosallows different professionalgroups to select topics of mostuse to themselves to practise withthe simulated parent ⁄ patient

We haveoutlined amodel … that isgrounded insoundeducationalpractice and iseasily adaptableto the needs ofdifferent groups

� Blackwell Publishing Ltd 2011. THE CLINICAL TEACHER 2011; 8: 217–221 219

Appendix. (Continued)

ProgrammeFeature Implementation Rationale

Written materialsThese may include key points from the literature, useful

articles and other material for use by the actor-tutors,the workshop facilitator and for learners

Written resources providereinforcement after the workshopand ‘reminders’ for learnerspreparing for simulations

Recording equipment• Video camera with a good microphone – good audio

quality is critical• Equipment that provides simultaneous production of a

DVD is ideal

The focus of the simulations is onthe spoken interaction

Leaving the simulation with arecording is intended to encouragelearners towards timelyself-appraisal

Workshop Workshop staff• One lead facilitator, who is a content expert and

experienced facilitator• One or two other content ‘experts’ seated at the back

of the room, who are invited to contribute asappropriate

• Consider including the actor-tutors

With skilled facilitation, allavailable learning opportunitiescan be identified and explored.Discussion is enriched wheninformed by a broad range ofrelevant experience andexpertise

Format• Introduce the topic, the format, the personnel and the

importance of the practical simulation component• Show the DVD• Stop at key selected moments in the conversation;

facilitate discussion of teaching ⁄ learning pointsand share opinions about the model conversationin the DVD

• Enrol learners in individual simulations with theactor-tutor(s) for 30–45 minutes each

Simulation ⁄practice

Physical setting• Prepare a space where the simulations will not be

interrupted• Ideally, an actual clinical room can be used; however, the

quality of the improvisation can outweigh anylimitations of physical setting

The actor-tutor and the learnerrequire a space that is safe andconducive to learning

Preparation• If possible, learners pre-select the scenario to

work on; thus the actor-tutor knows what scenarioto prepare

• Greet the actor-tutor and set-up for them: provide themtime ⁄ space to get into role

• Ensure learners arrive on time for their pre-bookedsimulation

• Set up two or three seats for the learner and actor-tutor.Arrange other props, e.g. doll, bed, tissues

• Set up the camera and the DVD recorder for above-waistcapture

• Check to ensure high-quality sound recording• Put a notice on the door: ‘Filming – do not enter’

Thoughtful preparation facilitatesease and efficiency of the learningprocess

With skilledfacilitation, all

availablelearning

opportunitiescan be

identified andexplored

220 � Blackwell Publishing Ltd 2011. THE CLINICAL TEACHER 2011; 8: 217–221

Appendix. (Continued)

ProgrammeFeature Implementation Rationale

Operation• Greet each learner and introduce them to the actor-tutor• Allow the actor-tutor and learner a few minutes to confirm

and clarify details of the selected scenario

• The learner can request a particular ‘type’ ofpatient ⁄ parent (e.g. personality, mood, communicationstyle) for the scenario. For example, learners often wantto practise with angry and aggressive patients ⁄ parents

• Half to two-thirds of the time is spent in conversation;the rest is for feedback, debriefing and educativediscussion between the actor-tutor and the learner

• Start the camera and leave as soon as good camera visionand sound are confirmed

• If the actor-tutor is not going to stop the recordingequipment, the facilitator or co-ordinator needs to return3 minutes prior to the end of the set time and make theDVD for the trainee

• Delete the footage from the tape ⁄ hard drive

It is important that learners feelcomfortable and aware that this isa private, professional learningsetting for them – not anassessment

The programme is learner-centred: itenables the learner to direct thesimulation to their own needs

For simulation to be safe forlearners, programme directors needto ensure confidentiality andprivacy

Documentation• Keep records of individual participation in workshops and

simulations including which scenarios were selectedThe integrity of the programme andopportunities for programmeevaluation require good recordkeeping

Reflectionandfeedback

The actor-tutor• Having worked through the scenario, the actor-tutor and

learner then pause, step out of role and reflect on theconversation. The actor-tutor gives the learner anopportunity to reflect and also gives structured feedbackon the particular communication skills and any otherbehaviours ⁄ issues emerging

• The actor-tutors need to ensure that the learningexperience is positive for the trainee, noticing andexploring any problems the trainee may have experiencedand acknowledging the emotional demands in thesimulation

Reflection is a key aspect of thewhole programme. Immediatereflection with the actor-tutor alsoprovides an opportunity for thelearner to debrief in a supportedsetting

Self appraisal• Encourage learners to watch their DVD and reflect on what

went well, what they would do differently next time andwhat they might like peer feedback on

Self-appraisal provides furtheropportunity for reflection in aprivate setting

Peer feedback• If possible, arrange for each learner to spend 30 minutes

with a selected senior colleague ⁄ trainee to discuss therecording of the simulation

Peer feedback helps to ensure thatclinical matters in the scenario(content and process) are addressedby a supportive, skilled colleague

Repeatandreinforce

• Invite all learners to do further simulations with similar ormore challenging scenarios at other times when theactor-tutors are available and the DVDs have been madefor modelling the communication

Repeated practice over the time oftraining will reinforce the notionthat communication is challengingto perfect. Increasingly difficultscenarios can be offered ⁄ selected

Repeatedpractice overthe time oftraining willreinforce thenotion thatcommunicationis challengingto perfect

� Blackwell Publishing Ltd 2011. THE CLINICAL TEACHER 2011; 8: 217–221 221