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An Innovative Curriculum Teaching the Integration of Communication and Clinical Reasoning Skills to Medical Students Donna M. Windish, M.D. MPH Capstone Project April 28, 2004 Co-curriculum Developers: Eboni G. Price, M.D., Sarah L. Clever, M.D., M.S. MPH Capstone Advisor: Eric B. Bass, M.D., M.P.H.

Teaching Second-year Medical Students Patient-centered ... · For clinical reasoning, ... reasoning through a small group exercise with a standardized patient. Session five introduced

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An Innovative Curriculum Teaching the Integration of Communication and

Clinical Reasoning Skills to Medical Students

Donna M. Windish, M.D.

MPH Capstone Project

April 28, 2004

Co-curriculum Developers: Eboni G. Price, M.D., Sarah L. Clever, M.D., M.S.

MPH Capstone Advisor: Eric B. Bass, M.D., M.P.H.

ABSTRACT

Context: Medical students rarely are taught how to integrate communication and clinical reasoning

skills during patient-physician interactions.

Objectives: For medical students to be able to demonstrate: (1) the connection between

communication and clinical reasoning by integrating biomedical and psychosocial aspects of patient

care, (2) strategies to engage in patient-centered communication, and (3) strategies for clinical

reasoning during patient encounters.

Design: Randomized trial of a curricular intervention in communication and clinical reasoning

implemented in 2003.

Setting: Johns Hopkins University School of Medicine.

Participants: Sixty of 121 second-year medical students participated in the curriculum with the

remaining 61 students serving as controls.

Intervention: A 6-week, 18-hour course taught the integration of specific communication and clinical

reasoning techniques in a small group setting using role-play, reflection and feedback in a structured

iterative reflective process.

Main Outcome Measures: Students interviewed standardized patients who assessed their

communication skills in: establishing rapport, data gathering and patient education and counseling.

For clinical reasoning, students generated problem lists and differential diagnoses for each case. Mean

scores were calculated for each communication skill area, problems listed and differential diagnoses

generated. Integration of communication and clinical reasoning was measured by students’ listing

psychosocial history items on their problem lists.

Results: Students in the curriculum were rated more favorably in their ability to establish rapport by

the standardized patients (p=0.08). Participants listed on average one more patient problem on their

Windish 2004 1

problem lists compared to controls (mean 8.4 versus 7.5; p=0.05). Sixty-four percent of students in the

curriculum versus 44% of controls listed one or more psychosocial history items in their problem lists

(p=0.03). Groups did not differ significantly in other communication skill ratings or in the mean

number of differential diagnoses generated. Ninety-five percent of curricular participants found

importance in integrating communication and clinical reasoning skills.

Conclusions: Teaching medical students communication and clinical reasoning skills concomitantly

improved their ability to integrate the biomedical and psychosocial aspects of patient care. Similar

educational initiatives in all stages of training could lead to improved patient-physician interactions

and medical care.

Windish 2004 2

To provide good medical care, physicians must understand each patient as a whole including

his or her biological, psychological, social and cultural background. This requires adequate knowledge

of epidemiology and pathophysiology, effective communication, and good clinical judgment to

generate and modify diagnostic hypotheses as information is gathered during a clinical encounter (i.e.,

clinical reasoning skills). Communication and clinical reasoning skills must be mastered during

medical training, as required by the Association of American Medical Colleges,1 the Liaison

Committee on Medical Education,2 and the Accreditation Council for Graduate Medical Education3.

Successful use of these skills has been linked to important outcomes, including improved diagnostic

and clinical proficiency,4,5 increased patient and physician satisfaction,6-8 reduced emotional distress,2

decreased frequency of medical errors,9 and improved efficiency in medical care10. Since clinicians

use communication and clinical reasoning skills together, instruction in these areas should occur in an

integrated fashion to help the learner understand how each element informs the other. Although

communication skills training may improve a student’s diagnostic efficiency,4 we found no published

examples of curricula that help medical students learn to integrate these skills.

To overcome potential educational deficiencies, we developed a curriculum entitled AIME (An

Integrated Medical Encounter) to teach the integration of communication and clinical reasoning skills

to second-year medical students. The specific objectives of the curriculum were for students to be able

to demonstrate: (1) the connection between communication and clinical reasoning skills by integrating

biomedical and psychosocial aspects of patient care, (2) strategies to engage in patient-centered

communication, and (3) strategies for clinical reasoning during patient encounters. This paper

describes the development of the curriculum and the results of a randomized trial to determine the

effectiveness of teaching these skills together.

Windish 2004 3

METHODS

Background

We used a six-step approach to curriculum development as described by Kern and colleagues.11

Briefly, from our literature review, we found five models that serve as the basis for teaching patient-

physician communication.12-16 Of these, the Three Function Model of the Medical Interview12 (that

emphasizes establishing rapport, gathering data, and educating and counseling patients) provides the

best framework to discuss elements of communication and clinical reasoning. To teach clinical

reasoning, we found teaching methods that focus on a case-based approach to learning with an

emphasis on generating differential diagnoses.17-19

Institutional Needs Assessment

To determine how communication and clinical reasoning skills were taught at the Johns

Hopkins University School of Medicine, we conducted a needs assessment in 2002-3. We

administered questionnaires and conducted in-person interviews with the instructors of the first year

Introduction to Clinical Medicine course (emphasizing components of the medical interview through

observation of a practicing physician), the second year Clinical Skills course (teaching history-taking

and physical examination), and the Physician and Society course (emphasizing medical ethics in the

patient-physician relationship). We also surveyed and interviewed clerkship directors in six required

clerkships (Ambulatory Medicine, Inpatient Medicine, Neurology, Pediatrics, Psychiatry, and

Surgery). We asked faculty to rate student preparedness for the clerkship years in seven

communication skills and four areas of clinical reasoning using ratings of “less prepared”, “at the level

they should be”, or “more prepared”. During the in-person interviews, we reviewed individual course

syllabi and discussed the types of formal teaching provided in these areas.

Windish 2004 4

We also surveyed 96 third- and fourth-year students. We asked them to indicate which medical

school courses provided formal training in communication and clinical reasoning and to self-rate their

proficiency in each skill using responses of “no exposure”, “familiar with concept”, “can perform skill

somewhat”, “can perform skill well”, or “can teach skill to other students”.

In the preclinical years, we found that the Introduction to Clinical Medicine course introduces

the Bayer Institute of Health Care Communication model: engagement, enlistment, empathy and

education.20 Since the course is designed to be an observational experience of a community

physician’s interaction with patients, opportunities to perform interviews and practice these skills vary

based on preceptor assignment. The second-year Clinical Skills course assigns four students to a

facilitator and allows student pairs to practice interviewing hospitalized patients one afternoon each

week. This course emphasizes obtaining the biomedical components of the medical history (i.e.,

history of present illness, past medical history, social history, and family history) with no specific

training or feedback in communication skills. In the Physician and Society course, no formal

instruction is provided in communication skills; however, student groups have opportunities to practice

interviewing standardized patients in sensitive areas including domestic violence and delivering bad

news.

For clinical reasoning, students may be introduced to differential diagnoses in their Clinical

Skills group through informal discussions of the medical history gathered during patient interviews;

however, they do not receive formal training in clinical reasoning in any preclinical course. Thus, in

the preclinical years, specific instruction and reinforcement of communication and clinical reasoning

skills was limited.

Many of the clerkship directors indicated that they provide some formal training in

communication and clinical reasoning during their clerkship (Table 1). Nevertheless, most used non-

Windish 2004 5

experiential learning techniques (e.g., handouts and small group discussion). The majority of faculty

felt that students were less prepared than necessary in most communication and clinical reasoning

skills, which is consistent with the results of a national survey of clerkship directors.21 Clerkship

students also perceived their preparation in these areas as less than optimal, although most students

acknowledged receiving some formal training (Table 1). Given the results of our needs assessment, it

was clear that additional communication and clinical reasoning skills instruction was needed.

Curriculum

Overview of Teaching and Learning Strategies

Our intervention targeted second-year medical students and was taught concurrently with the

courses on Pathophysiology and Clinical Skills. We used self-reflection, small group discussion,

videotaped encounters, role-play, standardized patients, and feedback to teach different aspects of the

doctor-patient encounter. The role-play cases were linked to medical information being taught

concurrently in the Pathophysiology course. Most cases contained a communication barrier (e.g.,

patient reluctance to discuss illicit drug use) to allow students to work through specific communication

challenges.

To help students learn communication skills, we developed a Communication Skills

Observation Guide that was modeled after the Calgary Cambridge Observation Guide (Figure 1).22

The guide contains questions corresponding to the Three Function Model of interviewing.12 We asked

students to use the guide during role-plays to observe for and comment on the use of open and close-

ended inquiry, detection of verbal and nonverbal cues, elicitation of patients’ concerns about their

health and elicitation of a patient’s psychosocial history.

Our clinical reasoning instruction focused on developing a patient-specific problem list and

differential diagnosis. We emphasized understanding the patient as a whole: including all elements of

Windish 2004 6

the patient’s medical history; understanding a patient’s preferences for medical care; and

understanding how a patient’s psychosocial history and medical concerns can influence the plan of

care. Using this information, students applied knowledge of epidemiology and pathophysiology to

generate clinical hypotheses. To help students through the diagnostic thinking process, we presented a

structured approach to developing a differential diagnosis. This included thinking broadly about

disease processes using the mnemonic VINDICATE (vascular, infectious, neoplastic, drug related,

inflammatory, collagen vascular, traumatic, endocrine/metabolic) and by reviewing potential diagnoses

in each organ system to avoid premature closure in hypothesis generation.

Curriculum Structure

The curriculum was taught over the course of six weeks in small groups of six students with

one or two faculty facilitators. It consisted of weekly three-hour sessions designed to introduce

techniques in communication and clinical reasoning in a step-wise fashion. The learning objectives

and educational methods for each session are listed in Table 2. In brief, the first session introduced

communication skills based on the Three Function Model of medical interviewing. The second session

introduced clinical reasoning through the creation of problem lists and formulation of differential

diagnoses. The third session addressed components of a psychosocial history, cultural competence,

and patient education and counseling. Session four integrated communication skills and clinical

reasoning through a small group exercise with a standardized patient. Session five introduced the role

of epidemiology, pathophysiology and pre-test probability in diagnostic decision-making. Finally,

session six presented the principles of and the rationale behind shared decision making.

Each session began with a reflection on the communication and clinical reasoning skills

students used during their interviews with hospitalized patients over the previous week. The facilitator

Windish 2004 7

then offered a brief didactic on the topic of the day. After discussion of the skill area, a brief video clip

presented highlights of certain communication and clinical reasoning components of a medical

encounter. The remainder of the session (between 60-90 minutes) was devoted to a patient-physician

role-play.

The role-play was a structured experience using time-outs to highlight the cognitive processes

at work during a medical interview. One student played the patient and another student played the

clinician. The remaining students were assigned to observe different communication skills using the

Communication Skills Observation Guide. Time-outs occurred during the interview to allow reflection

on communication skills and to brainstorm clinical hypotheses. The time-outs could be called by

anyone in the group and focused on the communication or clinical reasoning challenge that the

interviewing student was facing.

During a time-out, the discussion used a six-step iterative reflective process with feedback by

self-reflection, peers, faculty and patients to examine communication skills (Figure 2). The discussion

also highlighted how the communication challenges affected the quality of the medical information

obtained. The information gathered in that segment of the interview was listed in a problem list and

differential diagnoses were generated using VINDICATE and an organ system approach. Finally,

students discussed the medical information they obtained, the hypotheses they wished to test, and how

best to approach the patient to gather more information. The role-play resumed with a different

student continuing the interview. This six-step approach emphasized how communication affects

clinical reasoning and how diagnostic hypotheses direct further interviewing.

Implementation

In the 2003-4 academic year, there were 121 students in the second-year class. Sixty were

randomly assigned to the AIME curriculum, and the remaining 61 students participated in AIME later

Windish 2004 8

in the year to ensure that all students received equal instruction. The Johns Hopkins Institutional

Review Board approved the study protocol.

We recruited faculty to teach who were not currently facilitating in other areas of the

curriculum. To ensure uniform instruction, we held a two-hour faculty development session one week

before starting AIME that allowed faculty to participate in an experiential session of role-playing using

the iterative reflective process. We also met with faculty on a weekly basis to review the goals for

each session.

Curriculum Evaluation Methods

Baseline Assessment of Students’ Knowledge and Skills

We introduced the curriculum to the second-year class in a lecture one week before the start of

AIME. At this point in their training, students had only had one opportunity to practice interviewing a

patient. Students completed background questions regarding their age, gender, college major, previous

interviewing experience, and prior medical training. Students also rated their proficiency in specific

communication and clinical reasoning skills on a 5-point scale, where 0 = no exposure, 1 = familiar

with concept, 2 = can perform skill somewhat, 3 = can perform skill well, 4 = can teach to other

students.

To assess baseline knowledge and skills, students observed a video clip of a medical encounter

involving a patient with alcoholic pancreatitis. The roles of the patient and the physician were scripted

to display positive and negative communication behaviors. After viewing the tape, students answered

questions about communication behaviors displayed by the physician, created a problem list and

generated possible diagnoses with supporting and refuting reasons for their top three choices. Finally,

students completed the Diagnostic Thinking Inventory which is a self-reported questionnaire designed

Windish 2004 9

to assess an individual’s clinical reasoning in two areas: the degree of flexibility in thinking and the

degree of knowledge structure in memory.23 The inventory contains 41 questions rated on a six-point

scale, with higher scores indicating a greater degree of diagnostic thinking ability, and has a reliability

of 0.83 (Cronbach α).

Assessment of Student Performance

One week after completing the curriculum, all students underwent a two-station standardized

patient interaction to measure their communication and clinical reasoning skills. The cases represented

disease processes previously covered in Pathophysiology (hyperthyroidism and rheumatoid arthritis).

For each patient, students had fifteen minutes to complete a medical history and to perform a focused

physical exam. To measure communication skills, the standardized patient completed a 30-item

interpersonal checklist that rated behaviors on a 5-point Likert scale, where 1 = poor, 2 = adequate, 3 =

good, 4 = very good, 5 = excellent. We combined select questions into three subscales relating to the

elements of the Three Function Model, including five questions on data gathering (subscale reliability

by Cronbach α was 0.85), eleven questions on establishing rapport (Cronbach α 0.95), and five

questions concerning patient education and counseling (Cronbach α 0.86) (see Table 3). The

standardized patients also completed a case-specific history item checklist to determine what areas of

the medical history were elicited.

To measure clinical reasoning skills, students generated a problem list and differential

diagnosis giving supporting and refuting features for their top three choices. At the end of the session,

students completed the Diagnostic Thinking Inventory. To check the accuracy of each clinical

presentation, fifteen internal medicine physicians independently reviewed a written version of the

Windish 2004 10

history and physical exam for both scenarios and all supported hyperthyroidism and rheumatoid

arthritis as the leading hypotheses.

Assessment of the Curriculum

Students and faculty evaluated each of the six sessions and provided a final assessment at the

end of AIME through questionnaires and informal discussions. Questions asked respondents to rate

the effectiveness of the teaching methods to achieve the curricular objectives (4-point scale: 1 = very

effective, 2 = somewhat effective, 3 = somewhat ineffective, 4 = very ineffective) and to assess the

importance of teaching the targeted skills together (4-point scale: 1 = strongly agree, 2 = agree, 3 =

disagree, 4 = strongly disagree). Open-ended questions asked for feedback regarding the most and

least useful parts of the curriculum and suggestions for change.

Statistical Analyses

We compared baseline characteristics of students using Student’s t-tests for continuous

variables and chi-square analyses for categorical variables. We assessed differences in baseline self-

rated proficiency in communication and clinical reasoning skills using the Wilcoxon rank-sum test.

We used chi-square analyses to compare students’ baseline ability to document communication

observations from the videotaped encounter. In the standardized patient encounters, we used four

measures to assess communication skills, including a mean total interpersonal score for both cases, and

three mean subscores reflecting elements of data gathering, establishing rapport, and patient education

and counseling. We compared each of these scores using Student’s t-tests.

We examined different aspects of clinical reasoning ability at baseline with the video

assessment and after the course with the standardized patient exercise. These included the mean

Windish 2004 11

number of patient problems listed for both cases, the mean number of differential diagnoses generated

for both cases, the mean number of supporting and refuting factors for each case’s correct diagnosis,

and the Diagnostic Thinking Inventory scores. We evaluated differences in the mean number of

patient problems listed, the mean number of differential diagnoses listed, and Diagnostic Thinking

Inventory scores using Student’s t-tests. We used the Wilcoxon rank-sum test to assess differences in

the mean number of supporting and refuting factors. We were particularly interested in the students’

ability to list psychosocial history items (including a patient’s concerns about their illness) as a

measure of their ability to link the psychosocial aspects of communication skills with the biomedical

aspects of clinical reasoning. We assessed the difference in the number of students listing one or more

psychosocial history items on their problem lists using a chi-square analysis.

For our analyses, we had 80% power to detect a difference of 0.22 in each of the four

communication scale ratings (setting alpha at 0.05). We also had 80% power to detect a 1.2 difference

in the mean total number of patient problems listed. All analyses were performed using Stata

Statistical Software: Release 8.0 (Stata Corporation, College Station, Texas, 2002).

RESULTS

Baseline Student Characteristics, Knowledge and Skills

All 121 students randomized remained in their assigned group and 120 successfully completed

the standardized patient exercise. At baseline, we found no differences in age, gender, college major

or previous interviewing experience, but found a significant difference in previous medical training

(see Table 3). With respect to self-rated proficiency in communication and clinical reasoning skills,

AIME students were more likely to report familiarity with methods to develop a differential diagnosis

Windish 2004 12

before the curriculum (p=0.01). They did not differ from the non-AIME students in any other area of

self-evaluation.

For the baseline video assessment, we found no difference in the students’ ability to report on

specific communication skills in data gathering and rapport building (Table 4). For clinical reasoning,

58% of students in each group listed pancreatitis as their top diagnosis. The groups had the same mean

number of patient problems, differential diagnoses, and supporting and refuting factors for the

diagnosis of pancreatitis (Table 4). The groups did not differ in their clinical reasoning ability as

assessed by the Diagnostic Thinking Inventory.

Student Performance at the End of the Curricular Intervention

For the standardized patient exercise, interpersonal score ratings were similar for AIME and

non-AIME students (Table 5). In addition, each group obtained similar numbers of history items from

the patients during the interviews (mean of 64.2% vs. 63.1%). Although communication skills did not

differ significantly between groups, we observed a trend in the AIME students having an increased

ability to establish and maintain rapport during a medical interview (p=0.08).

For clinical reasoning, both groups listed a mean of 4 differential diagnoses. In the

hyperthyroid case, 79% of AIME students listed the correct diagnosis as their top choice compared to

69% of non-AIME students (p=0.21). For the rheumatoid arthritis case, 92% of AIME students and

95% of non-AIME students listed rheumatoid arthritis as their top diagnosis (p=0.44). On average,

each group generated two supporting factors and less than one refuting factor for the correct diagnosis

(p=0.40).

Differences were seen in the students’ ability to generate a problem list. AIME students had on

average one more problem listed for each patient (mean 8.4 versus 7.5; p=0.05). In addition, their

Windish 2004 13

problem lists were more likely to contain elements of the history of present illness (mean 5.7 versus

4.8; p=0.01) and the psychosocial history (64% of AIME students listing one or more items vs. 44% of

non-AIME students; p=0.03). We saw no difference between the groups in their Diagnostic Thinking

Inventory scores.

Participant and Faculty Evaluation of the Curriculum

At the end of AIME, 56 of 60 students provided feedback on the curriculum. Eighty-four

percent reported that the curriculum was somewhat to very effective in teaching techniques to establish

rapport, to elicit patient preferences and to develop problem lists and differential diagnoses. Ninety-

five percent of students found it beneficial to learn communication and clinical reasoning skills in an

integrative fashion. Students rated self-reflection and observation as a highly effective learning

strategy (98% of respondents). Seventy-five percent of students used approaches to the medical

encounter taught in AIME during other patient interactions. Of those who had not used the

approaches, 72% stated they did not have an opportunity to practice but hoped to use these skills in the

future. Role-playing was felt to be the most useful part of the curriculum by 68% of students.

Faculty felt strongly that role-play with time-outs allowed for meaningful discussion of

communication and clinical reasoning [median of 1 (interquartile range (IQR) 1-2) with 1=strongly

agree and 4=strongly disagree] and indicated that it was valuable to teach these skills together [median

of 1 (IQR 1-2)]. Since teaching during role-play was a new technique for most facilitators, many felt

that having additional instruction in this area would be beneficial. Half of the facilitators noted being

more engaged in shared decision-making styles of communication with their own patients as a result of

teaching in the curriculum.

Windish 2004 14

CONCLUSIONS

We designed AIME to teach the integration of communication and clinical reasoning skills.

We found that students who participated in the curriculum were better at integrating these skills during

a medical encounter than those students who did not have the intervention. In particular, students were

more likely to list elements of a patient’s psychosocial history on their problem lists, including a

patient’s concerns about their illness. This suggests that AIME helped students understand the

connection between biomedical and psychosocial aspects of patient care.

We saw statistically significant differences in AIME students’ ability to integrate biomedical

and psychosocial aspects of patient information during the standardized patient exercise. In

communication skills, we saw a trend toward significance in AIME students’ ability to establish

rapport with patients, which was an emphasis of our communication skills training. In clinical

reasoning, AIME students listed more patient problems on their problem lists including more elements

of the biomedical and psychosocial history. We did not see a difference between groups with respect

to the number of diagnoses generated or in the Diagnostic Thinking Inventory scores. This most likely

reflected the limited opportunities students had to practice generating hypotheses and to subsequently

reflect on their thinking during patient encounters outside of AIME.

In medical practice, good communication and clinical reasoning skills are important clinical

competencies. However, research shows many physician inadequacies in these skills including

incomplete solicitation of patient concerns24 and inconsistent exploration of psychosocial issues25.

These practices can lead to inappropriate prioritization of problems, impaired clinical reasoning and

poor therapeutic alliances with the potential for medical error and harm to patients. Providing medical

students with the framework to integrate biomedical and psychosocial aspects of patient care early in

their training may prevent these errors from occurring later in practice.

Windish 2004 15

A report summarizing the efforts to integrate basic sciences, clinical sciences and

biopsychosocial medicine in the Robert Wood Johnson Foundation’s Program in Medical Education

found that despite attempts at curriculum reform, “Basic science dominates; at best, biopsychosocial

issues are treated as separate but equal—and often as separate and not equal.”26 This may lead

students to perceive the psychosocial aspects of medicine as less important. We feel that by teaching

the connection between communication skills and clinical reasoning through reflective learning in a

patient-centered manner, students will understand the important relation between the biomedical and

psychosocial aspects of patient care and value this approach to problem solving. This was supported

by our formative curricular assessment that showed that both students and faculty appreciated the

connection between the two skills and found importance in learning them together.

Our work has several limitations. First, only two standardized patient interactions were used to

evaluate differences between groups. Literature suggests that multiple stations of an objective

structured clinical exam are needed to truly assess differences.27 Due to a limited number of cases, we

may not have been able to detect all of the differences that may have existed between the two groups.

In the future, we plan to use a more structured assessment to measure students’ acquisition of skills.

Second, the structure of the standard Clinical Skills curriculum limits opportunities to interview

patients on an individual basis until late in the second year. This restricted the students’ ability to

practice techniques learned in AIME and may have limited our ability to show a difference in certain

skills. We hope to incorporate AIME longitudinally into the Clinical Skills curriculum this upcoming

year. With more practice, both communication and clinical reasoning scores might improve. Third,

despite randomization, students assigned to the AIME curriculum reported more prior medical training

and familiarity with techniques to generate differential diagnoses. We doubt that this played a role in

the higher clinical reasoning scores we saw in the final assessment, because the baseline assessment of

Windish 2004 16

these skills did not differ between groups. Finally, since we intended to explore various domains of

communication and clinical reasoning, we used multiple measures to determine differences in

performance. Although we did not adjust our tests of statistical significance for multiple comparisons,

the significant differences and the non-significant trends were consistently in the direction of

improvement in skill acquisition with the curricular intervention.

We believe that teaching students communication and clinical reasoning skills in a patient-

centered manner using reflection and feedback promotes understanding the patient as a whole, allows

individual thinking, and encourages collaborative learning among peers, skills that are important to

future success in medical practice. With this innovative curriculum, we have shown that these closely

related, yet often separately taught, skills can be integrated and are valued when learned together. The

results of this study should help other educators develop curricula aimed at teaching the integration of

these important clinical competencies. Future educational initiatives in all stages of training could lead

to improved patient-physician interactions and positively impact satisfaction and health outcomes.

Windish 2004 17

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Windish 2004 20

Figure 1. Communication Skills Observation Guide Used During Role-play Encounters

Student instructions: As you observe the clinical encounter, think about how the “physician” moves through the various stages of the medical interview. The following questions serve as guide as to what you should try to observe. List examples of questions, comments or behaviors that you notice. If you have any helpful suggestions for the “physician”, write down your suggestions for feedback.

Stage of Medical Interview Examples or Suggestions Initiating the session 1. Does the physician greet the patient? 2. Does the physician’s opening question encourage the patient express all of their concerns?

Gathering information 1. Does the physician encourage the patient to tell his/her story in own words? 2. Does the physician use leading questions? Do they occur as a “string of questions”? 3. Does the physician use medical jargon? (orthopnea vs. shortness of breath with lying down) 4. Does the physician use summary statements to check understanding of patient’s story? 5. Does the physician explore the patient’s social history?

Building the relationship 1. How does the physician show empathy? 2. What behaviors does the physician display that suggest he/she is listening to the patient? 3. How does the physician explore verbal and non-verbal cues? 4. How does the physician handle sensitive and potentially embarrassing information?

*Adapted from The Calgary Cambridge Guide to the Medical Interview. Kurtz SM, Silverman JD, Draper J (1998). Teaching and Learning Communication Skills in Medicine. Radcliffe Medical Press (Oxford).

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Figure 2. Sample Time-Out Using a Six-Step Iterative Reflective Process to Integrate Communication and Clinical Reasoning Skills The Interview Patient:..and that’s when I decided it was time to see a doctor.

Student Interviewer (Paul S.): Can I call a time-out? Facilitator: Sure. Why did you want to stop? Student Interviewer: I didn’t know what to ask next. Step 1: Self-reflection on interviewing skills Facilitator to Student Interviewer: Paul, what do you think you did well during the interview? Student Interviewer: I think I did a good job establishing rapport with the patient.

Review of communication

skill observations

Facilitator: What didn’t go so well? Student Interviewer: Well, although I started the interview by asking some open-ended

questions, I used a lot of close-ended questions. I didn’t get a lot of information that way.

Step 2: Giving and receiving feedback on communication style Facilitator to Observer 1: How do you think Paul did in establishing rapport? Observer 1: I liked how he started off the interview with some small talk about the weather.

This seemed to put the patient at ease. He also let the patient talk without interruptions. Facilitator to Observer 1: Do you have any suggestions for change? Observer 1: No. I think he opened the interview well. Facilitator to Observer 2: How did Paul do in gathering information? Observer 2: He started off with open-ended questions but did go to close-ended questions

rather quickly. The patient seemed a bit annoyed with that type of questioning. Facilitator to Observer 2: Any suggestions for change? Observer 2: Just consider adding one more open-ended question in the beginning of the interview. Facilitator: Thanks. Paul I think you did a really nice job. Your body language showed you

were engaged and the patient responded to your calm voice. One thing to think about is summarizing what you heard to the patient. This will tell the patient you were listening, and will allow you time to regroup your thoughts.

Step 3: Brainstorming techniques to overcome communication challenges Facilitator: Were there any communication challenges that came up during the interview? Observer 2: The patient seemed to shy away from questions around her social history. So I’m

not sure we know everything about her from that perspective. Facilitator: Are there ways you could you find out this information that might allow the patient

to feel more comfortable answering these types of questions? Observer 2: Well, you could start by saying, “I need to ask some potentially sensitive

questions. I ask these questions to everyone because they may play a role in the problems you are having.”

Facilitator: Good.

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Figure 2. Sample Time-Out Using a Six-Step Iterative Reflective Process to Integrate Communication and Clinical Reasoning Skills (Continued)

Step 4: Generation of a problem list and differential diagnosis

Using communication

to inform clinical

reasoning

Generating hypotheses based

on pathophysiology

and epidemiology

Using clinical reasoning to

inform communication

skills

Facilitator: What types of problems should we add to our problem list? Student Interviewer: Fever, chills, cough. Observer 1: Smoking. Observer 2: Family history of lung cancer. Observer 1: Concern about pneumonia. Facilitator: Anything else? (pause) Ok, I think that was it. Paul, were you entertaining any

diagnoses when you were interviewing? Student Interviewer: Well, when she said her father died of lung cancer, I wondered if she

might have lung cancer as well. Also, she mentioned a concern about pneumonia, and given her fever and cough, pneumonia is a possibility.

Facilitator: Ok, let’s put those up on the board. Using our mnemonic VINDICATE and our organ systems approach, is there anything else people were considering?

Observer 2: I think she has cancer. Facilitator: Why do you think that? Observer 2: Well, she’s a smoker and her father died of cancer.

Step 5: Identifying diagnoses that require more data to support or refute hypotheses Facilitator: Do you think you have enough information about the diagnoses you are entertaining? Observer 2: No. I think we need to ask more review of systems questions. I want to

know if she’s lost weight, if she has night sweats, etcetera. Observer 1: I’m wondering if we need to know more about her social history first. We know

she smokes, but we don’t know about drug use or alcohol use. Observer 3: I wonder if she’s traveled out of the country recently. That would helpful to know.

Step 6: Organizing thoughts and identifying a new direction for the interview Facilitator: Does anyone have any suggestions of where to go next in the interview? Observer 2: I want to find out more about her family history. She said her father died recently,

so I know this might be a sensitive area, but I think we need to know more about that. Observer 1: I want to know more about her work. She mentioned things were not good lately.

Maybe there is something going on there that might help us with our diagnosis. Student Interviewer: Also ask about drug history and sexual history. Facilitator: Ok. Sandy, you’re up. You’ve heard some suggestions from the others about

where to go next in the interview. Go ahead when you’re ready.

End of Time Out

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Table 1. Reports of Formal Training in Communication and Clinical Reasoning Skills and the Level of Student Preparedness for the Clerkships as Assessed by 96 Clerkship Students and Six Clerkship Directors Before the Curriculum Intervention.

able 1. Reports of Formal Training in Communication and Clinical Reasoning Skills and the Level of Student Preparedness for the Clerkships as Assessed by 96 Clerkship Students and Six Clerkship Directors Before the Curriculum Intervention.

Clerkship Clerkship Students

Reporting They Had

Formal Training*

Students Reporting They Had

Formal Training*

Clerkship Clerkship Faculty

Reporting They

Provide Formal

Training*

Faculty Reporting

They Provide Formal

Training*

Clerkship Clerkship Students

Reporting They Are

Less Prepared In

Skills†

Students Reporting They Are

Less Prepared In

Skills†

Clerkship Clerkship Faculty

Reporting Students Are Less Prepared In Skills‡

Faculty Reporting Students Are Less Prepared In Skills‡

Communication Skills, % Communication Skills, % Using verbal and nonverbal cues during an encounter to demonstrate listening

92 33 11 80

Eliciting patients’ concerns, beliefs and expectations of their health/illness

88 40 41 80

Encourage questions from patients regarding their health and illness

89 50 32 100

Eliciting patient preferences for their role in decision-making

70 66 53 60

Clinical Reasoning Skills, %

Creating a problem list 96 100 55 0

Developing differential diagnoses 81 66 68 17

Using methods to develop a differential diagnosis (e.g., mnemonics)

81 NR§ 73 NR§

*Formal training is defined as using handouts, lectures, small group discussion, standardized patients, or real patients in instruction. Students reported whether they received formal training in any part of medical school and clerkship directors indicated whether they provided formal training in their clerkship. †“Less Prepared” was any student self-rating of “no exposure”, “familiar with concept”, or “can perform skill somewhat”. ‡Faculty rated students as “less prepared”, “at the level they should be” or “more prepared” in skills. §Not rated by the clerkship directors.

Table 2. AIME: An Integrated Medical Encounter Curriculum Overview Session Learning Objectives Educational Methods Skill Areas Addressed

Introduction to Communication skills

• Identify strategies that facilitate history-taking. • Identify barriers to history-taking. • Identify three functions of the medical interview: establishing rapport, data gathering and patient education/counseling. • Identify effective communication techniques for rapport building and data gathering. • Demonstrate analyzing communication behaviors and giving constructive peer feedback.

• Self-reflection • Didactic • Videotape review poor rapport building and data gathering • Case-based questions

Role-play: low back pain in a patient concerned about cancer

Communication Skills • Data gathering • Rapport building/partnership

Introduction to Clinical Reasoning

• Create a problem list for a patient. • Demonstrate elements of clinical reasoning through the construction of a differential diagnosis using an organ systems based approach and categories of medical disease through a mnemonic VINDICATE.

• Self-reflection • Didactic • Videotape review of a

clinician’s thoughts during a medical interview

• Case-based questions Role-play: cellulitis in a diabetic patient

Communication Skills • Data gathering • Rapport building/partnership

Clinical Reasoning • Problem list generation • Hypothesis generation

Introduction to the Psychosocial History and Cultural Competence

• Identify components of the psychosocial history. • Demonstrate awareness of how socio-cultural factors impact patients, physicians, and clinical encounters. • Integrate psychosocial history taking with clinical reasoning/ problem solving.

• Self-reflection • Didactic • Videotape review of a cross-cultural, cross- gender sexual history • Role-play: hypertensive,

diabetic patient with medical non-adherence

Communication skills • Data gathering • Rapport building/partnership • Patient education and

counseling Clinical reasoning

• Problem list generation

Integrating Communication Skills and Clinical Reasoning

• Demonstrate integration of communication skills and clinical reasoning during history-taking. • Demonstrate skills to elicit and provide feedback with respect to interviewing. • Utilize knowledge of epidemiology and pathophysiology of disease to rank order a differential diagnosis.

• Self-reflection • Standardized patient

interview: acute onset of HIV in a person with recent IV drug use

Communication skills • Data gathering • Rapport building/partnership • Patient education and

counseling Clinical reasoning

• Problem list generation • Hypothesis generation

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Table 2. AIME: An Integrated Medical Encounter Curriculum Overview (continued) Session Learning Objectives Educational Methods Skill Areas Addressed

Reasoning Through A Differential Diagnosis

• Define and practice using pretest probability using researched knowledge of epidemiology and pathophyisiology. • Re-rank differential diagnoses using supportive data. • Select appropriate diagnostic studies. • Present sensitive information to a patient.

• Self-reflection • Didactic • Case-based questions • Role-play: presenting an

HIV positive test result to a patient

Communication skills • Patient education and counseling

Clinical reasoning • Hypothesis generation • Diagnostic test selection

Introduction to Shared Decision Making

• Identify principles of and rationale behind shared decision making. • Demonstrate phrases that can promote shared decision-making.

• Self-reflection • Didactic • Case-based questions • Videotape review of a failure to elicit patient preferences for care • Role-play: subacute headache in a patient concerned about having a brain tumor

Communication Skills • Data gathering • Rapport building/ partnership • Patient education and counseling

Clinical reasoning • Problem list generation • Hypothesis generation

Table 3. Communication Skills Items As Rated by the Standardized Patients. * Data Gathering 1. Information elicited in an organized manner 2. Asks clear, unambiguous questions 3. Uses vocabulary at the level of patient understanding 4. Listens carefully without interruptions, allowing sufficient time for a response 5. Uses restatement, reflection and clarification to verify information and indicate active listening

Establishing Rapport 1. Demonstrates respect by avoiding critical or judgmental comments or expressions 2. Greets patient warmly 3. Demonstrates courteous and professional behavior 4. Treats patient on the same level without patronizing 5. Conveys a sensitive and caring attitude 6. Demonstrates interest in the patient 7. Demonstrates respect for privacy and confidentiality 8. Makes comfortable eye contact 9. Displays a range of facial expressions that are consistent with the content of speech 10. Displays an open, receptive, interested posture 11. Demonstrates respect for personal space Patient Education and Counseling 1. Uses clear, organized explanations 2. Provides enough information to answer questions 3. Encourages questions 4. Discusses options and helps patient decide what to do 5. Encourages patient to give opinions about treatment plans† *Rated on a five-point scale of: 1=poor, 2=adequate, 3=good, 4=very good, 5=excellent, unless otherwise indicated. † Rated on a five-point scale: 1=strongly disagree, 2=disagree, 3=neutral, 4=agree, 5=strongly agree.

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Table 4. Baseline Student Characteristics, Self-rated Proficiency, and Application of Communication and Clinical Reasoning Skills.

AIME Students (n=59)*

Non-AIME Students (n=60)*

Baseline Characteristics Age 24.4 years 24.1 years Male gender, % 50.8 50.0 College major, % Science 66.1 76.7 Non-science 11.9 13.3 Both 22.0 10.0 Previous interviewing experience, % 66.1 48.3 Previous medical training, %† 33.9 16.7 Self-rated proficiency of skills, median (IQR)‡ Communication Skills Using verbal and nonverbal cues 4 (3-4) 4 (3-4) Encouraging questions from patients regarding health/illness

3 (3-4) 3 (3-3)

Eliciting patients’ beliefs about health or illness 3 (2-3) 2.5 (2-3) Eliciting patients’ expectations for tests or treatment 2 (2-3) 2 (2-3) Clinical Reasoning Skills Creating a problem list 2 (1-3) 2 (1-3) Using methods to develop a differential diagnosis§ 2 (2-3) 2 (1-2) Narrowing differential diagnoses based on information gathered

2 (2-3) 2 (2-2)

Video Viewing of a Clinical Encounter Recognition of Physician Communication Behavior, % Data Gathering Agenda setting 27.6 35.0 Interrupting the patient 37.9 41.6 Use of medical jargon 8.6 11.7 Eliciting beliefs about illness 36.2 35.0 Establishing Rapport Appropriate eye contact 87.9 88.3 Expression of empathy 72.4 76.7 Patient Education and Counseling NR¶ NR¶

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Table 4. Baseline Student Characteristics, Self-rated Proficiency, and Application of Communication and Clinical Reasoning Skills (Continued) AIME

Students (n=59)*

Non-AIME Students (n=60)*

Video Viewing of a Clinical Encounter Clinical Reasoning Skills, mean (SD) Problem List Problems listed 5.9 (1.2) 5.8 (1.1) History of present illness items 2.4 (0.8) 2.3 (0.8) Psychosocial history items 2.6 (0.7) 2.6 (0.6) Differential Diagnoses Diagnoses listed 4.4 (1.1) 4.3 (1.0) Supporting factors for the correct diagnosis 2.1 (1.7) 1.8 (0.8) Refuting factors for the correct diagnosis 0.15 (0.44) 0.06 (0.24) Diagnostic Thinking Inventory, mean (SD) Total score 149.3 (15.5) 145.3 (14.8) Flexibility in thinking 78.6 (8.2) 77.2 (9.0) Structure in memory 70.7 (9.1) 68.1 (8.0) * Data available for 119 of 121 students. † p=0.04 by chi-square analysis. ‡ Median and interquartile range (IQR) for ratings of proficiency: 0=no exposure, 1=familiar with concept, 2=can perform skill somewhat, 3=can perform skill well, 4=can teach to other students. § p=0.01 by Wilcoxon rank-sum test. ¶ Not rated.

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Table 5. Comparison of Communication and Clinical Reasoning Skills Using Standardized Patient Encounters with Students Who Did and Did Not Receive the AIME (An Integrated Medical Encounter) Curriculum. AIME

Students mean, (SD)

Non-AIME Students

mean, (SD)

P-value* Communication Skills Interpersonal Score Ratings† Overall interpersonal score 3.74 (0.40) 3.63 (0.47) 0.17 Data gathering 3.73 (0.50) 3.64 (0.44) 0.33 Establishing rapport 4.11 (0.49) 3.95 (0.51) 0.08 Patient education and counseling 3.06 (0.64) 3.00 (0.73) 0.62 Clinical Reasoning Skills Problem List Problems listed 8.4 (2.3) 7.5 (2.3) 0.05 History of present illness items 5.7 (1.6) 4.8 (1.7) 0.01 Psychosocial history items 0.37 (0.40) 0.17 (0.24) 0.002 Differential Diagnoses Diagnoses listed 4.1 (1.2) 3.9 (1.0) 0.30 Supporting factors for the correct diagnosis 2.2 (0.7) 2.0 (0.9) 0.36 Refuting factors for the correct diagnosis 0.36 (0.45) 0.44 (0.40) 0.41 Diagnostic Thinking Inventory Overall score 151.9 (18.7) 150.0 (18.5) 0.60 Flexibility in thinking 78.9 (9.7) 77.4 (9.0) 0.42 Structure in memory 72.9 (9.1) 72.6 (8.0) 0.86 * All comparisons were made using t-tests except for comparisons of psychosocial history items and supporting and refuting factors for the correct diagnosis. These comparisons were made using the Wilcoxon rank-sum test. † Interpersonal Score Ratings scale: 1=poor, 2=adequate, 3=good, 4=very good, 5=excellent.

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