8
2011; 33: 116–123 A blended approach to invasive bedside procedural instruction JOSHUA LENCHUS, S. BARRY ISSENBERG, DANIEL MURPHY, RUTH EVERETT-THOMAS, LAURA ERBEN, KRISTOPHER ARHEART & DAVID J. BIRNBACH University of Miami, USA Abstract Objective: This study assessed the impact of a blended, standardized curriculum for invasive bedside procedural training on medical knowledge and technical skills for Internal Medicine residents. Methods: The investigators developed a curriculum in procedural instruction and performance for Internal Medicine house staff, and implemented the program at a tertiary care academic medical center with a primary affiliation with a US medical school. The investigators chose procedures recommended for technical competence by the American Board of Internal Medicine: lumbar puncture, thoracentesis, paracentesis, central venous catheter insertion, and knee arthrocentesis. The program included: (1) assessment of baseline medical knowledge and technical proficiency on mannequins, (2) video instruction of procedure, (3) faculty-led discussion of critical concepts, (4) faculty demonstration of the procedure on mannequin, (5) individual practice on simulators, (6) post-intervention knowledge evaluation, and (7) post-intervention skills evaluation. The performance achieved during the initial skills evaluation on a mannequin was compared to the performance achieved on the first patient subsequent to the instructional portion. Results: All participants with complete data demonstrated a statistically significant pre-intervention to post-intervention improvement ( p 5 0.05) in comprehensive medical knowledge and procedural skills. Conclusion: A blended, standardized curriculum in invasive bedside procedural instruction can significantly improve performance in participants’ medical knowledge and technical skills. Introduction The landmark Institute of Medicine report, To Err is Human, raised the awareness and importance of patient safety (Institute of Medicine 1999). From that point on, medical errors were no longer considered as rare and benign events, as we were shown that a large number of patients annually suffer preventable harm and death. Invasive bedside medical proce- dures are associated with greater risks for serious errors and complications, leading to an increase in length of stay and higher associated health care cost (Reynolds et al. 2006). Standardized procedural training has the potential to address the shortcomings of the traditional ‘‘see one, do one, teach one’’ approach. The apprenticeship model (learners imitating actions of skilled mentors) is inefficient because learners are exposed to numerous procedures performed by few faculty, thus competence is proved with subjective evaluations (Walter 2006). As most faculty do not undergo standardized training to teach procedures, learners receive variable experience in their performance on patients (Boots et al. 2009). Additionally, all learners do not progress at the same rate, and their ultimate performance can depend on their own confidence and competence levels. In academic medical centers, trainees (taught through the apprenticeship model) traditionally perform the majority of bedside procedures. Recently, several Internal Medicine residency programs have abandoned this approach in favor of a more structured instructional one (Smith et al. 2004; Lenhard et al. 2008). One recently published study evaluated comfort level and self-perceived knowledge improvement after formal teaching sessions that included didactic lectures, video instruction, faculty demonstration, and observed prac- tice (Lenhard et al. 2008). Another group reported instruction of trainees using procedure-specific, web-based, multimedia programs. These were reviewed, and an online quiz completed, prior to performing the procedure on a patient Practice points . Standardized procedural training using a blended approach for instruction has the potential to address the shortcomings of the traditional apprenticeship method. . The use of task trainers in procedural instruction allows for deliberate practice prior to patient contact. . Experience with ultrasound improves technical proficiency. . Bedside checklists are a proven tool to ensure patient safe practices. . Direct supervision, combined with team training, solidifies the educational experience. Correspondence: J. Lenchus, University of Miami – Jackson Hospital Center for Patient Safety, 1611 NW 12 Avenue, Institute building, 4th floor, Miami, FL 33136, USA. Tel: 1 305 585 1454; fax: 1 305 585 1475; email: [email protected] 116 ISSN 0142–159X print/ISSN 1466–187X online/11/020116–8 ß 2011 Informa UK Ltd. DOI: 10.3109/0142159X.2010.509412 Med Teach Downloaded from informahealthcare.com by Case Western Reserve University on 10/30/14 For personal use only.

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Page 1: A blended approach to invasive bedside procedural instruction

2011; 33: 116–123

A blended approach to invasive bedsideprocedural instruction

JOSHUA LENCHUS, S. BARRY ISSENBERG, DANIEL MURPHY, RUTH EVERETT-THOMAS,LAURA ERBEN, KRISTOPHER ARHEART & DAVID J. BIRNBACH

University of Miami, USA

Abstract

Objective: This study assessed the impact of a blended, standardized curriculum for invasive bedside procedural training on

medical knowledge and technical skills for Internal Medicine residents.

Methods: The investigators developed a curriculum in procedural instruction and performance for Internal Medicine house staff,

and implemented the program at a tertiary care academic medical center with a primary affiliation with a US medical school.

The investigators chose procedures recommended for technical competence by the American Board of Internal Medicine:

lumbar puncture, thoracentesis, paracentesis, central venous catheter insertion, and knee arthrocentesis. The program included:

(1) assessment of baseline medical knowledge and technical proficiency on mannequins, (2) video instruction of procedure,

(3) faculty-led discussion of critical concepts, (4) faculty demonstration of the procedure on mannequin, (5) individual practice

on simulators, (6) post-intervention knowledge evaluation, and (7) post-intervention skills evaluation. The performance achieved

during the initial skills evaluation on a mannequin was compared to the performance achieved on the first patient subsequent

to the instructional portion.

Results: All participants with complete data demonstrated a statistically significant pre-intervention to post-intervention

improvement (p5 0.05) in comprehensive medical knowledge and procedural skills.

Conclusion: A blended, standardized curriculum in invasive bedside procedural instruction can significantly improve

performance in participants’ medical knowledge and technical skills.

Introduction

The landmark Institute of Medicine report, To Err is Human,

raised the awareness and importance of patient safety

(Institute of Medicine 1999). From that point on, medical

errors were no longer considered as rare and benign events, as

we were shown that a large number of patients annually suffer

preventable harm and death. Invasive bedside medical proce-

dures are associated with greater risks for serious errors and

complications, leading to an increase in length of stay and

higher associated health care cost (Reynolds et al. 2006).

Standardized procedural training has the potential to

address the shortcomings of the traditional ‘‘see one, do one,

teach one’’ approach. The apprenticeship model (learners

imitating actions of skilled mentors) is inefficient because

learners are exposed to numerous procedures performed by

few faculty, thus competence is proved with subjective

evaluations (Walter 2006). As most faculty do not undergo

standardized training to teach procedures, learners receive

variable experience in their performance on patients (Boots

et al. 2009). Additionally, all learners do not progress at the

same rate, and their ultimate performance can depend on their

own confidence and competence levels.

In academic medical centers, trainees (taught through

the apprenticeship model) traditionally perform the majority of

bedside procedures. Recently, several Internal Medicine

residency programs have abandoned this approach in favor

of a more structured instructional one (Smith et al. 2004;

Lenhard et al. 2008). One recently published study evaluated

comfort level and self-perceived knowledge improvement

after formal teaching sessions that included didactic lectures,

video instruction, faculty demonstration, and observed prac-

tice (Lenhard et al. 2008). Another group reported instruction

of trainees using procedure-specific, web-based, multimedia

programs. These were reviewed, and an online quiz

completed, prior to performing the procedure on a patient

Practice points

. Standardized procedural training using a blended

approach for instruction has the potential to address

the shortcomings of the traditional apprenticeship

method.

. The use of task trainers in procedural instruction allows

for deliberate practice prior to patient contact.

. Experience with ultrasound improves technical

proficiency.

. Bedside checklists are a proven tool to ensure patient

safe practices.

. Direct supervision, combined with team training,

solidifies the educational experience.

Correspondence: J. Lenchus, University of Miami – Jackson Hospital Center for Patient Safety, 1611 NW 12 Avenue, Institute building, 4th floor,

Miami, FL 33136, USA. Tel: 1 305 585 1454; fax: 1 305 585 1475; email: [email protected]

116 ISSN 0142–159X print/ISSN 1466–187X online/11/020116–8 � 2011 Informa UK Ltd.

DOI: 10.3109/0142159X.2010.509412

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Page 2: A blended approach to invasive bedside procedural instruction

(Smith et al. 2004). These papers contributed to the foundation

of a new paradigm in procedural instruction. Simulation-based

educational initiatives have increased in the recent years.

Indeed, ‘‘the [American Board of Internal Medicine] ABIM

strongly recommends that procedural training be conducted

initially through simulations’’ (ABIM 2009) as it provides a safe

environment for trainees to learn, practice, and hone skills

without patient risk (Ziv et al. 2005). We sought to build upon

the work of these investigators, and others (Wayne et al. 2008),

in crafting a simulation-based, blended curriculum to teach

multiple invasive bedside procedures. This would be accom-

plished by trainees on a dedicated rotation, supervised by a

faculty member. We hypothesized that the implementation

of a standardized curriculum in invasive bedside procedural

training would significantly improve medical knowledge and

technical skills.

Methods

Course content

The course content development team was composed of the

Internal Medicine residency program director, an associate

program director, and the director of the institution’s patient

safety center. The team chose procedures recently recom-

mended for technical competence by the ABIM. These

included: (1) lumbar puncture, (2) thoracentesis, (3) paracent-

esis, (4) central venous catheter insertion, and (5) knee

arthrocentesis.

Course equipment

For this program, we used task trainers (mannequins) for each

procedure. The effectiveness of using such simulation devices

has been previously described (Issenberg et al. 2005; Hutton

et al. 2008). To assist the development team with the selection

of task trainers, feedback was solicited from the electronic

message boards of the Society for Simulation in Healthcare

(http://www.ssih.org/public/) and the Association of Program

Directors in Internal Medicine (http://www.im.org/About/

AllianceSites/APDIM/Pages/Default.aspx), and vendors were

invited for hands-on demonstrations. We obtained two task

trainers for each procedure so that a back-up was available

should technical issues arise. We had an initial budget of

$60,000 (USD) from the patient safety center and the Internal

Medicine residency program. Table 1 lists the task trainer

models purchased and utilized for this project.

Recent papers have demonstrated that ultrasound guidance

during procedures reduces complications and yields higher

technical success rates (McGee & Gould 2003; Nazeer et al.

2005). We also purchased a dedicated ultrasound machine

(GE LogiqE; Milwaukee, WI) for procedural instruction along

with the linear (12L) and curved (4C) probes for vascular

access and paracentesis and thoracentesis procedures,

respectively.

Course faculty

Our objective was to recruit a cadre of faculty from disciplines

that routinely and frequently perform the selected procedures

(e.g., critical care, anesthesiology, emergency medicine, gas-

troenterology, neurology, radiology). We e-mailed faculty

from these disciplines who were previously rated highly for

their ability to teach residents and invited them to participate.

Instructor training

Instructor candidates underwent a three-part process:

(1) participate in a ‘‘show-and-tell’’ session during which the

curriculum was outlined, the evaluation tools were discussed,

and they had the opportunity to practice their technique on the

mannequin, all in an interactive manner; (2) they observed a

teaching session led by the course director; and (3) the course

director observed them leading a session. If a key point was

omitted during the session, the course director interjected.

Constructive verbal feedback provided to instructors was

based on Kolb’s model of experiential learning as faculty were

encouraged to self-reflect on previous experience and current

performance to guide their teaching of procedural skills (Kolb

1984). Thus, we created a multidisciplinary team of instructors

to teach a standardized method of procedural performance

(e.g., neurologists for lumbar puncture, radiologists for

thoracentesis, emergency medicine for central venous catheter

insertion).

Study setting and participants

The study was conducted at an urban, tertiary care academic

medical center with a primary affiliation with a US medical

school. Second- and third-year Internal Medicine residents,

Table 1. List of task trainers (mannequins) purchased per invasive bedside procedure for use at the institution’s patient safety center duringInternal Medicine resident training, July 2007 to June 2009.

Procedure Task trainer (mannequin)

Lumbar puncture Spinal injection simulator, item AB 1030, Armstrong Medical Industries, Inc. (Lincolnshire, IL)

Thoracentesis Ultrasound guided thoracentesis, item BPTT1000-1, Blue PhantomTM (Kirkland, WA)

Paracentesis Thoracentesis and paracentesis, item 1513-36, Sawbones Worldwide, a division of Pacific Research

Laboratories, Inc. (Vashon Island, WA)

Central venous catheter insertion Central venous access hands-on training model, item BPH600f, Blue PhantomTM (Kirkland, WA)

Vascular access training The Blue PhantomTM original two vessel and branched four vessel ultrasound phantom for vascular access, item

BPO100-b and BPBV110, respectively, Blue PhantomTM (Kirkland, WA)

Knee arthrocentesis Large left knee injection model, item 1517-1, Sawbones Worldwide, a division of Pacific Research Laboratories,

Inc. (Vashon Island, WA)

Notes: Specific item numbers and vendor information are included. Current purchase prices can be obtained from the companies’ websites.

Invasive bedside procedural training

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Page 3: A blended approach to invasive bedside procedural instruction

a convenience sample population whose schedule was more

flexible than first-year residents, were eligible and participated

from July 2007 through June 2009. After volunteering, a max-

imum of four residents were assigned to this 4-week elective

rotation. The instructional sessions occurred at the patient

safety center, and they were scheduled in the morning so

that the residents could attend their continuity clinics in the

afternoon.

The project was approved by the institution’s Human

Subjects Research Office (Institutional Review Board).

Participants read and signed a consent form that permitted

us to use their information for quality improvement and

academic purposes, including publication.

Course description

A master resident schedule was created in advance of the

academic year, so that the procedural training course director

was in contact with the chief medical resident to ascertain the

number and names of participants assigned. The curriculum

was divided into specific components and each procedure

encompassed the same items.

(1) Introduction (5 min) – the course director provided

a brief overview of the course; logistics, roles and

responsibilities, and expectations were covered.

(2) Written pre-test (10 min) – participants completed a

baseline medical knowledge assessment in the form of

a written quiz. Questions were a mixture of true/false

and single answer multiple choice. Although the total

number of questions varied by procedure, the maxi-

mum possible score ranged from 10 to 14. Participants

did not receive feedback on their performance.

(3) Skills check (15–20 min, depending on procedure) –

participants reported the number of prior procedures

and this was entered on a log sheet. Those who had

performed the indicated procedures on live patients

prior to their arrival had their technical skills evaluated

by using a procedural checklist (Figure 1). Those

without prior experience in the performance of the

procedure did not undergo the initial skills assessment,

and therefore their data were not included in the final

checklist analysis. Each participant rotated through a

task trainer (mannequin) station specific for that

procedure. He/she was asked to complete the proce-

dure on the model, beginning with reviewing the

patient’s chart through the completion and documen-

tation phase of the procedure. No feedback was

provided during the evaluation. However, immediately

after their attempts, participants reviewed the missed or

incomplete items with the instructor.

(4) Video instruction (8–16 min depending on procedure) –

following the pre-intervention knowledge and skills

assessments, the entire group watched the procedural

videos from The New England Journal of Medicine

website (NEJM 2009) and was encouraged to ask

questions or make comments at the conclusion.

(5) Faculty-led discussions of the key topics (informed

consent, aseptic technique, ‘‘time-out’’ process)

(15 min) – faculty discussed the concept, importance,

and key components of the informed decision-making

process. We created a consent card, a laminated index

card with procedure-specific complications (Figure 2),

that could be used to facilitate the process of commu-

nication with the patient. To achieve uniformity, we

created standardized informed consent forms that list

the procedure, its explanation in layman’s terms, and

some potential complications. Faculty also provided an

overview of aseptic technique with special attention

given to hand washing and donning personal protec-

tive equipment and clothing. Finally, an overview of the

‘‘time out’’ concept, its importance, and relevance to

the performance of invasive bedside procedures was

presented. Specifically, we focused on identification of

the three core aspects: correct patient, correct proce-

dure, and correct site. This process has been well

adopted in the operating room and is gaining accep-

tance on the hospital wards (The Joint Commission on

Accreditation of Healthcare Organizations 2009).

(6) Orientation on ultrasound guidance (30 min) – faculty

instructed the participants on the use of real-time

ultrasound guidance for insertion of central venous

catheters and static ultrasound imaging to facilitate the

performance of paracentesis and thoracentesis.

Trainees practiced their skills on the vascular access

trainer blocks (Table 1).

(7) Faculty demonstration (approximately 30 min depend-

ing on procedure) – in the simulation laboratory, the

instructor performed the procedure, going through

the specific steps on the checklist, emphasizing those

that were missed by trainees. During this session,

the group had the opportunity to interact with the

instructor, ask questions, and receive specific

feedback.

(8) Individual practice (about 15 min depending on proce-

dure) – participants had the opportunity to familiarize

themselves with the equipment and to practice on the

task trainer. They were able to practice repetitively until

they felt comfortable with both the equipment and

procedure.

(9) Procedural documentation (5 min) – participants were

instructed on the importance of obtaining the necessary

information as required by The Joint Commission on

Accreditation of Healthcare Organizations standards,

the federal Conditions of Participation, and other

regulatory agencies. We have created standardized,

fill-in-the-blank, procedure notes (Figure 3) for appro-

priate comprehensive documentation to be completed

by the operator before including in the patients’

medical records.

(10) Post-test (10 min) – participants completed a

written test, identical to the pre-test, to demonstrate

intervention-based improvement of knowledge. This

test was administered immediately after the practice

component, without delay or other outside influence.

Faculty reviewed the answers with the participants in

an interactive manner.

(11) Instructor evaluation (5 min) – learners completed an

anonymous, written, faculty, and course evaluation.

J. Lenchus et al.

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Page 4: A blended approach to invasive bedside procedural instruction

(12) Clinical performance (variable) – subsequent to train-

ing, participants formed the nucleus of a dedicated

procedure service. Here, the participants operated

under the direct supervision of an attending physician;

the checklist used during the simulation-based instruc-

tion was also employed in the clinical area.

Outcome measures

Our tests and checklists were vetted through a multidisciplin-

ary group of faculty experts who provided evidence for their

construct validity. All items were weighted equally, as they

all were considered integral to the successful completion of the

procedure.

Knowledge exam. Each participant completed a pre- and

post-intervention written test to evaluate medical knowledge

base related to each procedure. Questions were comprised

of true–false and single answer multiple choice items, each

of which was equally weighted. The pre-test was accom-

plished without subsequent immediate feedback. After the

CENTRAL VENOUS CATHETERIZATIONTHE 26 STEPS PERFORMANCE CHECKLIST

Name Date

Training program Procedure/site

Training year Attending

Task (Chronological Order)

IncompletelyPerformed

Completely Performed

Notes(Complete if not done at all or

incompletely performed) 1) Review patients’ chart, labs, and imaging (as relevant) 2) Obtain informed consent 3) Position patient 4) Localize/mark needle insertion site – IJ or SC preferred 5) Wash hands 6) Don necessary protective clothing 7) Prepare site using chlorhexidine 8) Drape site using maximal barrier precautions 9) "Time out": verify patient, procedure and insertion site are correct 10) Verify no allergy to anesthetic

Pre

- P

roce

dure

11) Inject anesthetic

12) Insert needle 13) Obtain venous access (perform a. OR b. below)

a. Disconnect the syringe; use the introducer to advance the curved end of the guide wire through the needle

b. Pass the guide wire through the perforated end of the syringe plunger

14) Holding the guide wire, withdraw the needle with or without the syringe 15) Make a small superficial skin incision at the entry of the wire, and pass the dilator(s) over the guide wire 16) Withdraw the dilator(s) and feed the catheter over the guide wire while firmly holding the wire 17) Remove the guide wire 18) Check for blood return in all ports. Flush the ports. Place caps on the hubs.

Pro

cedu

re

19) Secure the catheter in place

20) Clean the area and apply Biopatch® and sterile dressing 21) Throw away sharps 22) Discard protective clothing 23) Wash hands 24) Obtain chest x-ray if IJ or SC site accessed 25) Document procedure

Pos

t -

Pro

cedu

re

26) Aseptic technique maintained

Number of attempts at procedure: _______

Assessment of Performance: Confidence (1: not at all; 3: average; 5: completely) Self-assessment of confidence: _______1 – 5 Faculty assessment of confidence: _______1 – 5

Competence (1: not at all, need several more; 3: average, need 1 – 2 more; 5: no further supervision needed) Self-assessment of competence: _______ 1 – 5 Faculty assessment of competence: _______1 – 5 Adapted from Graham AS, Ozment C, Tegtmeyer K, Lai S, Braner DAV. N Engl J Med 2007;356(21):e21, May 24, 2007.

*Intellectual property of Joshua D. Lenchus, DO, RPh, FACP. Not to be reproduced without permission.

Figure 1. Central venous catheterization performance assessment checklist developed by the institution’s patient safety center.

Invasive bedside procedural training

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Page 5: A blended approach to invasive bedside procedural instruction

instructional intervention, participants completed the post-test

and the answers were reviewed in an interactive manner.

Skills exam. The procedure checklists (Figure 1) were

divided into three sections, (a) pre-procedural – encompassing

11 items, all of which should be completed regardless

of procedure, such as chart review and wash hands, (b) pro-

cedural – a variable number of steps necessary for the

successful completion of the specific procedure, and (c) post-

procedural – a list of 6 items that should be performed at the

completion of every procedure, such as wash hands and

document procedure.

Performance was evaluated and scores were compiled and

used by the research coordinator in comparing participants’

method of procedural accomplishment (based on the appren-

ticeship training before our course) to their performance post-

intervention, on a live patient. Scoring was based on level of

completion. For example, a completely missed item was

assigned 0 points, a partially completed item was assigned

1 point, and a task completely performed, without prompting,

was assigned 2 points. The total number of items varied by

procedure, resulting in a maximum possible score ranging

from 42 to 52 (e.g., 21–26 items).

Study design

This was a case cohort before and after study designed to

evaluate the impact of a simulation-based course to improve

the invasive bedside procedural knowledge and skills of

Internal Medicine residents. Randomization was impractical

due to the large number of residents in our program and the

small number of instructors, equipment, space, and time to

undertake such an effort. Participants served as their own

controls as we compared their prior knowledge base and skill

set to that subsequent to participating in our instructional

course. Each participant completed the written pre-test before

undergoing a hands-on skills assessment. The pre- and post-

test scores were compared, per individual participant, to

ascertain a change in their post-intervention scores. The tests

were administered on the same day, within hours of each

other, depending on the time needed to teach the particular

procedure. Similarly, we compared the checklist score during

the instructional skills check portion (pre-intervention) to the

score achieved during their first procedural attempt on a

patient (post-intervention). The performance of the procedure

in the clinical setting was accomplished within the first week

following the instructional period.

Statistical methods. The data for the pre-tests, post-tests,

and differences (post-test minus pre-test) for the knowledge

tests and the performance checklists are presented as mean

and standard deviation. We used a paired t-test to test the

significance of the difference between post-test and pre-test

scores. Statistical significance was set at a p-value less than

0.05. We used the statistical program of SAS 9.2 (SAS Institute

Inc., Cary, NC) for all computations.

Results

Summary data for the pre-tests, post-tests, and differences in

knowledge tests and performance checklists are presented in

Table 2. The difference between pre-test and post-test scores is

significant for all scores (p5 0.05). The number of participants

who underwent training sessions varied, and there is some

crossover of participants between procedures. That is, trainee

A may have participated in any or all procedures, but only did

so once per procedure. Demographics of the knowledge test

participants are as follows: 33 male, 52 female, 63 PGY2s

(PGY, postgraduate year), and 22 PGY3s. Demographics of the

performance participants are as follows: 29 male, 47 female, 55

PGY2s, and 21 PGY3s.

Discussion

We developed a standardized method of teaching ABIM

recommended invasive bedside procedures. We demonstrated

that a simulation-based invasive bedside procedural curricu-

lum improves immediate medical knowledge base and tech-

nical proficiency. The curriculum not only addresses the ABIM

recommendations to require knowledge surrounding the

performance of these procedures, but also the technical skills.

We capitalized on prior work by using a blended approach

(Gordon et al. 2005) to develop a comprehensive curriculum

Procedure Risks

Arterial line/puncture • Arterial injury • Arterial spasm • Arterial thrombosis • Hand injury

Arthrocentesis

• Bleeding• Damage to tendons, cartilage, or

nerves • Localized trauma • Re-accumulation of fluid

Central line insertion

• Arterial puncture • Cardiac dysrhythmias • Central venous thrombosis • Hematoma • Hemothorax • Pneumothorax

Lumbar puncture

• Bleeding• Damage to nerve or spinal cord • Headache • Herniation • Persistent leakage of CSF

Paracentesis

• Abdominal wall hematoma • Circulatory dysfunction if large

volume withdrawn (>5L) • Hemorrhage • Injury to intra-abdominal organs • Persistent leakage of ascitic fluid

Thoracentesis

• Air embolism • Coughing • Hemothorax • Injury to intra-abdominal organs • Pneumothorax • Post-expansion pulmonary edema if

large volume withdrawn (>1.5L)

In addition to above, all procedures have risks of pain and infection.

Figure 2. Consent card including procedure-specific associ-

ated potential risks as items of discussion during the informed

consent process.

Source: Adapted from NEJM (2009) clinical videos.

J. Lenchus et al.

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Page 6: A blended approach to invasive bedside procedural instruction

of multiple procedures: (a) simulation-based instruction,

(b) the use of a checklist to document performance and

assess competence, (c) instruction and relevant use of ultra-

sound, and (d) direct observation by an attending supervisor

(Barsuk et al. 2009). Subsequent to the training phase,

residents participated on a dedicated team, performing proce-

dures on live patients, under attending supervision. This last

step of the training process allows for deliberate practice,

which involves the provision of immediate feedback, time

for problem solving and evaluation, and opportunities for

repeated performance to refine behavior (Ericsson 2008). The

improvement noted on post-intervention checklist scores on

actual patients supports the translation of simulation-based

teaching into the clinical setting. While the team aspect is not

necessary to implement the instructional component, it pro-

vided an opportunity to evaluate the skills of the resident on

the wards, with the identical checklist used during the training

portion. These elements, taken together, can improve proce-

dural instruction and performance through measurements of

medical knowledge and technical skill. Further, they are

critical components of a procedure-based curriculum.

Limitations

First, this was not a randomized controlled trial as we were

limited by space and resources. Second, we did not have the

participants practice on the simulator until they achieved

objective mastery of the procedure. We did, however, have

them practice until they reported that they were comfortable

with their performance. Thus, while the course facilitated

immediate self-perceived skills acquisition, future study will

include the measure of skill competence on task trainers

Date and Time:

Indication:

Chart Check: Pertinent patient information was reviewed including, but not limited to, indication for the procedure, coagulation profile and prior history of central venous catheter placements. _____ (physician’s initials)

Allergies: Allergies were reviewed prior to the start of the procedure. _____ (physician’s initials)

Time out: Time out was performed at bedside prior to the beginning of the procedure, confirming ID of the patient, procedure to be done, and correct site. _____ (physician’s initials)

Anesthesia:

Primary Team:

Consulting Team (if applicable):

Procedure Description: The need for such procedure was ascertained after checking the chart including, but not limited to, reviewing pertinent labs and radiographic studies.

The risks, benefits, and alternatives of the procedure were discussed in detail with ___________________ and consent was obtained. The consent can be found under the administrative section of the chart.

Potential access sites were/were not examined with ultrasound (u/s) and an acceptable patent and compressible vein was selected. If u/s was used, permanent documentation of the selected site was recorded. After identification, the skin was prepared with ______________________, and draped in a sterile fashion. After the sterile field had been established, the u/s probe was covered with a sterile sleeve, if it was used. Infiltration of the subcutaneous tissues with local anesthesia (above) was then accomplished. Aquasonic gel was applied and real-time u/s was/was not performed, monitoring the advancement of the access needle into the lumen of the ___________________. If u/s was used, this position was also recorded. Once blood was freely aspirated, a flexible guide wire was inserted through the needle and the needle was removed. A small skin incision was made and a dilator was slowly introduced over the guide wire. The dilator was removed and a ______cm ______French ________ lumen catheter was inserted. After it had been inserted, blood was aspirated through each port and flushed clear with normal saline. The catheter was secured with sutures/staples at ______ cm. The insertion site was cleaned and a sterile occlusive dressing was applied. A chest x-ray was/was not ordered.

The patient’s nurse and primary team (if applicable) were notified.

Complications:

Performing physician (sign):

Attending physician (sign):

As the supervising physician, I certify that I was present for the key portion of this procedure.____ (Attending’s initials)

Figure 3. Central venous catheter insertion procedure note created by the institution’s patient safety center for appropriate

documentation to be included in the medical record.

Invasive bedside procedural training

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immediately and longitudinally after training. Finally, we have

piloted this program only at our institution to date, a 1500þ

bed, urban, tertiary care academic medical center, and thus the

results cannot necessarily be generalized to other training

programs. The month-long rotation may not be practical for

community-based teaching facilities, but we believe that the

instructional phase is modular and flexible enough to be

incorporated at any training site.

Conclusion

Standardized curricula that provide guided learning, an avail-

able range of training tools, and opportunities for deliberate

practice and feedback in a protected environment offer

several advantages to the traditional apprenticeship model

that is based on the teaching approach of individual faculty

members. This latter system is problematic as learners

progress at different rates and the number of procedures

accomplished does not guarantee proficiency (Cation &

Durning 2003).

We have created a formal, standardized, simulation-based

procedural curriculum and have piloted it at a large, urban,

tertiary care academic medical center. Our participants dem-

onstrated a statistically significant improvement in their post-

intervention medical knowledge and technical skills. We

believe such a curriculum can serve as a model for others

who wish to provide a successful and uniform procedural

curriculum to their trainees.

Declaration of interest: The authors report no conflicts of

interest. The authors alone are responsible for the content and

writing of this article.

Notes on contributors

JOSHUA D. LENCHUS, DO, RPh, FACP is an associate director, University

of Miami – Jackson Memorial Hospital Center for Patient Safety, and

associate program director, JMH Internal Medicine Residency Program.

S. BARRY ISSENBERG, MD, FACP is an assistant director of the Michael

S. Gordon Center for Research in Medical Education and professor of

medicine and assistant dean, research in medical education, UM Miller

School of Medicine.

DANIEL MURPHY, MD, MBA was a resident in the JMH Internal Medicine

Program.

RUTH EVERETT-THOMAS, RN, MSN is a nurse research coordinator,

UM – JMH Center for Patient Safety.

LAURA ERBEN, MD, MPA was a resident in the JMH Internal Medicine

Program.

KRISTOPHER L. ARHEART, EdD is an associate professor, Department

of Epidemiology and Public Health, UM Miller School of Medicine.

DAVID J. BIRNBACH, MD, MPH is a director of the UM – JMH Center for

Patient Safety, professor of anesthesiology and public health, and associate

dean, patient safety and quality, UM Miller School of Medicine.

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