Panel 2: Rethinking Assessment: When Virtual Care is the Vehicle and the Environment of Practice
July 19, 2023Information
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- 10142
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Transcript
- 00:00So we're going to shift gears now and
- 00:02our second panel is entitled rethinking
- 00:04Assessment when virtual care is the
- 00:06vehicle and the environment of practice.
- 00:09So it's a really interesting challenge
- 00:10we alluded to at the beginning.
- 00:12We're very fortunate to have
- 00:14Doctor Topher Sharp from Stanford
- 00:16Healthcare to serve as our moderator.
- 00:18He's the CMIO at Stanford Healthcare where
- 00:21he and I met actually through our mutual
- 00:26engagement and investment in telehealth.
- 00:29He has been a key leader in the
- 00:31Stanford system in adoption of the EHR.
- 00:33He runs the Clinical Informatics Fellowship.
- 00:36He's a general internal medicine physician.
- 00:39And it's really been at the forefront
- 00:42of trying to understand how to
- 00:44engage the participants in a digital
- 00:48interaction that brings value.
- 00:50So I'm really delighted to introduce
- 00:52Topher and then he will introduce
- 00:53the panel and kick off the session.
- 00:55Topher,
- 00:55thanks
- 00:57so much, Lee.
- 00:58And from out in California,
- 01:00I wish you an orange.
- 01:01Good morning to all of you.
- 01:04I hope that you're able to hear me.
- 01:07We are able
- 01:07to hear me. Yeah, perfectly. Dover,
- 01:10fantastic. Thanks so much.
- 01:11So it's really, really exciting to
- 01:13spend some time with you here this
- 01:15morning and I'm really just genuinely
- 01:17excited to bring forward such a
- 01:20fantastic panel for discussion today.
- 01:22So as as we mentioned here,
- 01:24we're going to be looking at assessment
- 01:26and rethinking what assessment means.
- 01:28Both in the context of the new competencies
- 01:31around virtual care as well as when
- 01:34virtual is that environment of practice.
- 01:37How does assessment occur in the
- 01:39most effective ways for the for the
- 01:41care that we're already delivering,
- 01:43thinking about all the different aspects
- 01:45of assessment that are really going to
- 01:47be requisite in this in this new normal.
- 01:49Let's proceed to the next slide if we
- 01:52would and I want to just introduce
- 01:54the objectives for the session and
- 01:56then introduce the participants.
- 01:58So in this session we're going to
- 02:00really try to give you something
- 02:01that you can take away, take back,
- 02:03chew on as well as give us feedback about
- 02:06and that will start with delineating the
- 02:09best practices for developing assessment.
- 02:11So how would,
- 02:12how would one even start,
- 02:14how are we starting to do that
- 02:16locally and nationally?
- 02:17As we really work through the processes
- 02:19of understanding and developing
- 02:20what best practices look like,
- 02:22then we'll dig in and really list out.
- 02:26Such that you can pilot assessment
- 02:28strategies to go through the iterative
- 02:31learning cycles and identify for telehealth
- 02:34what those assessment strategies can be.
- 02:37Third,
- 02:38we'll describe the facilitators
- 02:39and the barriers in implementing
- 02:42these assessment strategies.
- 02:44This will be really helpful because
- 02:45we'll dig in and really explore
- 02:47what it means to make this real,
- 02:49like what what are the real challenges
- 02:51and what are the ways in which we
- 02:53can really break those through.
- 02:54And then last,
- 02:55we'd like to spend some time
- 02:56with the entire group here,
- 02:58identifying some scholarship
- 03:00questions in assessment.
- 03:02How do we really start to advance,
- 03:05if you will,
- 03:05the science of assessment as we look
- 03:07forward into the future in telehealth?
- 03:10So this will be our agenda here over
- 03:11the course of this next hour or so.
- 03:13We're really excited to have the time.
- 03:15Let's go ahead and I'll introduce
- 03:17some of the folks here that
- 03:18are going to be with us today,
- 03:20which we're super excited about.
- 03:23So I'd first like to introduce
- 03:26Dan W Dan is a Professor and an
- 03:29Associate Chair for Education in
- 03:32the Department of Pediatrics at
- 03:34the University of Pennsylvania.
- 03:36He is as as a matter of fact,
- 03:38a distinguished endowed chair and
- 03:40the Director of Medical Education
- 03:43and the DIO at SHOP.
- 03:45Dan has two decades of experience
- 03:48developing educational innovations.
- 03:50Across the the spectrum of education
- 03:53from undergraduate through
- 03:54graduate medical education,
- 03:56he is very highly published especially in
- 04:00areas of focus including competency basis,
- 04:02education and assessment as well
- 04:04as educational innovations that
- 04:06reduce handoff related communication
- 04:09failures and promote patient safety.
- 04:14So we're looking forward
- 04:16to hearing from Dan first.
- 04:17Then next will be Shruti Chandra.
- 04:21Shruti is an assistant professor
- 04:23of emergency medicine at
- 04:25Thomas Jefferson University.
- 04:27She is the phase three director
- 04:29for the Medical College there,
- 04:31so she's responsible for the latter
- 04:33third of medical of the medical
- 04:35school curriculum she's become
- 04:36involved with in telehealth as
- 04:39both a telehealth practitioner.
- 04:41And also a developer of the telehealth
- 04:43educational curriculum at Thomas Jefferson,
- 04:46where she is the program director
- 04:48for telehealth and the digital
- 04:50health education programs.
- 04:52Next slide, if you would.
- 04:56Next is Marcy Bolster.
- 04:57Marcy is the director of the
- 04:59Rheumatology Fellowship Training
- 05:00program at the Mass General Hospital,
- 05:03where she's also an active clinician.
- 05:05She's been the fellowship program director.
- 05:08AFO to Program Director since 1999,
- 05:10first at the Medical University of South
- 05:13Carolina and then at MGH and has a very
- 05:16strong interest in medical education.
- 05:18She participates in the teaching
- 05:19and training of medical students,
- 05:21internal medicine residents,
- 05:22rheumatology fellows.
- 05:23She is a member of the Women
- 05:26in Medicine Trainees Council.
- 05:27And importantly,
- 05:28Marcy has demonstrated a lot of
- 05:31leadership at local and national levels.
- 05:33She has served in a leadership role
- 05:35in many of the projects with the
- 05:38ACR that the American College of
- 05:40Rheumatology A/C GME and the A/B I M.
- 05:43In a CMGME,
- 05:45she works to establish a Milestones
- 05:48Project and the Rheumatology
- 05:50Milestones 2.0 and she's she's
- 05:53has been committed to facing gaps
- 05:55in the rheumatology workforce.
- 05:58She's a recipient of Rheumatology Research
- 06:01Foundation Clinician Scholar Grant.
- 06:03Called Extending Our Reach,
- 06:05which is about providing telemedicine
- 06:07training to rheumatology fellows
- 06:09and providing care to underserved
- 06:12patient populations.
- 06:13And last, I want to introduce John Scott.
- 06:16John, besides being a former colleague,
- 06:19is also a professor in the Department of
- 06:22Medicine at the University of Washington.
- 06:24Where he is in the Department of Division
- 06:27of Allergy and Infectious Diseases,
- 06:29John is also the Medical director for
- 06:33UW Medicines Digital Health Programs.
- 06:36He has a research focus in viral
- 06:39hepatitis and in the use of telehealth
- 06:42technologies to improve patient care.
- 06:45John in 2009 launched Project
- 06:48ECHO in Washington state.
- 06:50Which is an innovative telehealth program,
- 06:53if you're not aware,
- 06:54a fascinating program that connects
- 06:57clinicians that serve rural
- 06:59populations and underserved areas
- 07:00with experts in the evaluation and
- 07:03management of specific conditions.
- 07:05So it's really a teach the
- 07:07teach the clinician,
- 07:09teach the teacher program.
- 07:10In 2013,
- 07:11he became the first medical director
- 07:13for telehealth at University
- 07:15of Washington and has created
- 07:17innovative online learning platforms.
- 07:19Along with in partnership with some
- 07:21of his other collaborators there.
- 07:23And finally John leads the Washington
- 07:25State Telehealth Collaborative
- 07:27where he's worked with that group
- 07:28to tackle thorny issues,
- 07:29including recent law that requires
- 07:31all clinicians in the state to be
- 07:34trained on telehealth competencies.
- 07:36So we're looking forward to
- 07:37hearing a little more about that.
- 07:39So we've got just a fantastic panel.
- 07:41Really super excited to dig in here
- 07:43and and have them speaking with you.
- 07:45And with that,
- 07:46I'd like to turn it over to
- 07:47our first discussion,
- 07:48Dan W,
- 07:49who will bring us into the
- 07:51discussion of best practices for
- 07:53developing assessment in telehealth.
- 07:55Take it away,
- 07:56Dan,
- 07:56thank you
- 07:57so for thank you so much and for that very
- 08:01generous introduction and good morning
- 08:04or good afternoon to our participants and
- 08:06what a great pleasure it is to be here.
- 08:09I hope that what we'll talk about in
- 08:12this session will build on the questions
- 08:15and the topic that preceded this one.
- 08:18I think that it will,
- 08:20so I'd like to start by really reviewing
- 08:23just a few concepts and basic best best
- 08:28practices for approaching assessment.
- 08:31I realize some of you may
- 08:33be very familiar with this.
- 08:34So please bear with me.
- 08:36Some of you might not be.
- 08:37So that's the purpose of going
- 08:39through some of these concepts.
- 08:40But to start with,
- 08:43in terms of assessment,
- 08:45a key issue is that you need to
- 08:47start with a competency model.
- 08:49So you just saw 1A beautifully
- 08:53developed one for telehealth described
- 08:55in the previous session and.
- 08:59There's a really significant amount
- 09:01of validity evidence that supports
- 09:03that content validity evidence when
- 09:05you look at the process that the group
- 09:07went through and developing that.
- 09:09So Ioffer my congratulations to
- 09:11the work that the group did and
- 09:14the sponsorship by the AA MC.
- 09:17There are different types
- 09:19of competency models.
- 09:19We touched on that a little bit before and
- 09:22to me when we think about implementing.
- 09:25Competency models.
- 09:26The question is what are
- 09:28we implementing it for?
- 09:29What's the purpose of that?
- 09:30What am I going to do with it?
- 09:32And one chooses the model based
- 09:35on what the purpose would be.
- 09:37So what you saw described and what the A/C,
- 09:41G&E competencies are, for example,
- 09:43are reductionist models.
- 09:44So I'm going to break this task,
- 09:47this global,
- 09:48more global task of being able to
- 09:50function effectively in in in during
- 09:53a telehealth visit, let's say.
- 09:54I'm going to break it down into its
- 09:56component parts and I'm going to
- 09:58try to understand what those are.
- 10:00I'm going to organize those activities
- 10:02in domain so I can understand it,
- 10:04so that I can keep it organized in my head.
- 10:07And then I'm going to do something with that.
- 10:10And the things that you can do
- 10:12without our developed curricula.
- 10:13You can assess people, you can,
- 10:15you can set competency standards
- 10:17based on those sorts of things.
- 10:19You can use it to help people
- 10:20who are struggling.
- 10:21In doing certain activities to try to
- 10:23drill down on exactly what the problem is,
- 10:26all of those issues came up in the
- 10:28questions that were asked before.
- 10:29So reductionist models have
- 10:32some great advantages.
- 10:34First of all,
- 10:34they're widely used in the US and
- 10:36Canada and throughout the world.
- 10:38And and usually it's the assessment
- 10:40side of that is based on some sort of a
- 10:43competency scale from novice to expert.
- 10:46And that's what you saw described.
- 10:48Previously usually have behavioral
- 10:50anchors and this and the the model
- 10:54you saw presented has those and
- 10:56often times those are at least
- 10:58people effort is made to try to
- 11:00make those evidence based.
- 11:02The challenge of those models
- 11:03is that they can be
- 11:05abstract and be very detailed and they
- 11:08sometimes can lack clinical context and
- 11:10be hard to apply in that context so.
- 11:14Models have their have their
- 11:17advantages and their disadvantages.
- 11:19Other types of models in competency
- 11:21are more global models and EPA's are
- 11:23a really good example of that and
- 11:25trustable professional activities.
- 11:26So the EPA's helped inform the development
- 11:30of of the model that you saw described.
- 11:35There's been EPA's developed for medical
- 11:37students as they transition between being
- 11:39a student and then being a resident.
- 11:42There have been EPA's developed
- 11:44in specialty fields.
- 11:45The American Board of Pediatrics
- 11:46has been a leader in developing
- 11:48intrustable professional activities
- 11:49for the practice of general Pediatrics
- 11:52and their subspecialties.
- 11:53There have been other fields
- 11:55that have also developed them.
- 11:57Typically what EPA's do is they
- 12:00synthesize these reductionist,
- 12:02reductionist
- 12:05competencies and bring them together
- 12:08into a smaller, more manageable.
- 12:11Number of competencies,
- 12:13if you will, to try to make it
- 12:19more manageable for practicing
- 12:21clinicians, for trainees,
- 12:23for their supervisors and teachers.
- 12:25The assessment in in,
- 12:26at least in EPA's,
- 12:28is based on a supervision scale.
- 12:29How much supervision does someone need?
- 12:31That's a very intuitive scale
- 12:34in graduate medical education.
- 12:35That is the basis of graduate
- 12:37medical education You're
- 12:38trying to move from being in a.
- 12:40In a highly supervised state
- 12:41to being able to do something
- 12:43unsupervised, they're
- 12:47the the
- 12:50EPA's are usually,
- 12:51I notice the typo on my slide,
- 12:53usually readily observable and
- 12:55they're related to clinical context
- 12:57and they're they have this intuitive
- 13:00nature and they're useful framework
- 13:03for making both summative decisions
- 13:05and providing feedback to help.
- 13:07Help learners progress as they're
- 13:09moving and trying to learn to develop
- 13:11this competency and to do something.
- 13:14Whatever model you use,
- 13:15it's important to have one.
- 13:17Often times they'll be a need to have
- 13:19more than one and that's the really great
- 13:21thing about EPA's and at least the A/C,
- 13:24GME competencies and I'm sure
- 13:25it relates it'll relate to
- 13:26these telehealth competencies,
- 13:27is that those are related to each other.
- 13:29You can understand how they
- 13:32can integrate together.
- 13:33Next slide please.
- 13:37So regardless of the model that
- 13:40you choose, you can think about
- 13:43competencies as a journey.
- 13:45So if you look at this particular
- 13:48figure was this is a modification
- 13:51of figure that Olatan Kate
- 13:53uses when he talks about EPA's.
- 13:55And Olaf, you don't know know who he is.
- 13:58He's really the developer
- 14:00of the concept of EPA's.
- 14:03He's based at University of
- 14:04Utrecht in the Netherlands.
- 14:06And he came up with this concept
- 14:08and has studied it extensively
- 14:10over the last decade or more.
- 14:13But if you think about each of those
- 14:16competencies that you saw described earlier,
- 14:19that there's a progression.
- 14:20So when someone really starts out
- 14:23trying to do that competency,
- 14:25they're functioning at a relatively
- 14:26low level and then they gain skill
- 14:28over time and there's a slope,
- 14:30there's a a continuousness to that,
- 14:33that process.
- 14:34And which you could describe it as a slope,
- 14:37a rate at which you actually
- 14:40achieve that competency.
- 14:41So what this diagram shows is
- 14:43on the Y axis is competency or
- 14:45the level of competency.
- 14:46So you can think about that
- 14:48from the novice to expert range.
- 14:50And then along the X axis is time.
- 14:53So you're spending some time in GME training,
- 14:57you're getting feedback and you're
- 14:58learning during that time and
- 15:00then at some point you're going
- 15:02to transition out of that formal
- 15:03environment into something else.
- 15:05And on the competency scale in the Y axis,
- 15:07there's some level at which one
- 15:09could draw a conclusion that that's
- 15:11good enough and you're now able to
- 15:14do that thing in a reasonable way.
- 15:16But that doesn't mean you don't
- 15:17continue getting better at it.
- 15:19Over time,
- 15:20we're developing more competency
- 15:21and so these are these evidence
- 15:24based competency decisions or
- 15:26thresholds and you can see these
- 15:29models here with competency 1.
- 15:31Being achieved at a faster rate and
- 15:33crosses this competency threshold
- 15:35faster than competency 2 than competency 3.
- 15:38And my point here is that assessment
- 15:41should be designed to deal with
- 15:44these different purposes and help
- 15:46inform this whole process as you're
- 15:48trying to learn to be competent
- 15:50in a particular area,
- 15:52so assessment especially is important.
- 15:54In this area of the GME training
- 15:56and feedback and learning because
- 15:58it's going to help guide learning
- 16:00and then at some point that comp is
- 16:02going to be important for making a
- 16:04decision that someone's ready to move on.
- 16:05It's really clear that you need
- 16:07to be really clear about what
- 16:09you're using it for and why,
- 16:11and that's going to guide the kinds of
- 16:13assessments that you're going to do and
- 16:15how rigorous they're going to have to be.
- 16:17Next slide.
- 16:21So if you're thinking about an A
- 16:23general some general strategies
- 16:25for an approach to assessment.
- 16:27What I put over here on the right
- 16:29hand side of the slide is a figure
- 16:31from a paper that was published
- 16:34a few years ago from Culture and
- 16:36the group that was working on the
- 16:40on the AM A education projects.
- 16:43About this concept of Master
- 16:45adaptive learning which is builds
- 16:47on on concepts of mastery learning,
- 16:49growth mindset which is really where
- 16:51education much more broadly than
- 16:53medical education but definitely
- 16:55medical education is focusing now this
- 16:58idea that I'm trying to learn to do
- 17:00something and I'm approaching that to
- 17:02try to develop mastery at doing it
- 17:05as opposed to a performance mindset.
- 17:07So performance mindset is.
- 17:10It has, it is sort of centered on this
- 17:12idea that that learning is a fixed
- 17:15concept that once I've achieved competency,
- 17:18I've achieved competency and it
- 17:19stops there and my mind is fixed.
- 17:21So, so the pushes is much more towards
- 17:25the master adaptive learning which
- 17:27is consistent with adult learning
- 17:29models and that sort of thing.
- 17:30So assessment plays an important
- 17:32role in this because it's providing
- 17:35data and information into this
- 17:37model of learning and and growth.
- 17:40But and then it can also provide
- 17:42information when when high stakes
- 17:44decisions have to be made about
- 17:47whether someone reaches competency.
- 17:48So one of the things going
- 17:51through the various strategies,
- 17:52it's important to remember
- 17:54what we already know.
- 17:55And so I would adapt and build off
- 17:57of assessment tools and assessment
- 17:59strategies that we already know work.
- 18:02So you might have to modify and adapt.
- 18:04But you don't have to reinvent things
- 18:06and then be guided by competency models,
- 18:08or a model,
- 18:09at least one and pick a good one,
- 18:11Pick a useful one.
- 18:13And then the validity and impact
- 18:15of assessment is based on the
- 18:17conclusions you're going to draw.
- 18:18So if it's for for formative purposes,
- 18:21the validity evidence doesn't
- 18:21have to be so strong,
- 18:23but you're going to make
- 18:24a high stakes decision.
- 18:25For example,
- 18:26if you were going to develop
- 18:28a telemedicine board and have
- 18:30a board certification exam.
- 18:31Then you'd need to have a lot of
- 18:33validity evidence if you're going to
- 18:35set up pass fail standards for that.
- 18:37And then assessment should support
- 18:38learning as I just described
- 18:40and competency decisions.
- 18:41It's a both and not an either or.
- 18:44And this idea that there's no
- 18:46single assessment that's sufficient
- 18:48use multiple forms of assessment
- 18:50and that assessment in telehealth
- 18:52like any other is part of a larger
- 18:54program of assessment.
- 18:55So next slide and this is my last slide.
- 19:00So this idea of a program of
- 19:02assessment that can assess learning
- 19:04and and be assessment for learning,
- 19:06and this is a slide from a work that
- 19:08Case van der Vluten has published.
- 19:11If you don't know him,
- 19:12Case van der Vluten is is probably the
- 19:16foremost assessment and psychometric
- 19:19medical educator and probably in the world.
- 19:22And he's based at the University of
- 19:24Maastricht, also in the Netherlands.
- 19:27And he has developed this model of assessment
- 19:31for and of learning and this idea that
- 19:35the goal is to have multiple assessments,
- 19:38typically multiple low stakes
- 19:40assessments with where any individual
- 19:43assessment informs learning,
- 19:45and then in the aggregate those assessments
- 19:47are used to make summative decisions.
- 19:49So that when you set up assessment
- 19:53programs that are low stakes,
- 19:55you drive people towards mastery learning.
- 19:58When you set up assessments
- 19:59that are high stakes,
- 20:00you drive them towards
- 20:01performance based learning.
- 20:02So that's the idea.
- 20:03So when you think about
- 20:05developing your assessments,
- 20:06thinking about what you're using
- 20:08them for and how you can design them
- 20:10to achieve both of these goals and
- 20:12I think I'm going to pass it off,
- 20:15I think shrewdy,
- 20:15you're next.
- 20:20Yes, I am. Thank you very much.
- 20:22Good morning, good afternoon.
- 20:24Wherever you are in this world,
- 20:26I'm going to move on and talk a
- 20:28little bit more about the details,
- 20:30the operationalizing of how to
- 20:33really perform these assessments.
- 20:35So what I want to talk about first is
- 20:38how do you really assess A learner's
- 20:41performance in telehealth and how do
- 20:44you create these assessment strategies,
- 20:47so your assessment strategies
- 20:48can be based on?
- 20:49Any competency model that you choose to use,
- 20:51just like Dan mentioned,
- 20:52and he's mentioned a few of them already,
- 20:55so you need to just decide what
- 20:57part of your assessment is being
- 20:59is being used and what kind of
- 21:02assessment you want to use.
- 21:03Telehealth encounters lend pretty well to
- 21:06both formative and summative assessments,
- 21:08so you could use your formative
- 21:12assessments by giving them feedback
- 21:14versus summative by using checklists,
- 21:16which we're all familiar with,
- 21:17or global rating scales.
- 21:19You know,
- 21:19checklist prompt raters to attest
- 21:21to the performance or a mission
- 21:24of directly observable actions.
- 21:26Whereas global rating skills,
- 21:28they typically ask raters to judge
- 21:30learners overall performance or
- 21:33to provide global impressions
- 21:35of performance on subtasks.
- 21:36So it depends on what you're
- 21:38looking for to assess and which
- 21:39ones you might want to use.
- 21:40Can we go to the previous slide?
- 21:46I'm sorry, Next slide? From my next slide,
- 21:48again that missing the slide,
- 21:50but that's Okay. Let's go back
- 21:52to the previous slide. Thank you.
- 21:56Another thing that you want to think
- 21:58about is you know what are the tools for
- 22:01assessment that you're going to use?
- 22:02There are many that are already
- 22:03used in medical education,
- 22:04so you can easily adapt
- 22:06whichever tool you would like.
- 22:08So how do we really put this into
- 22:10practice for telehealth assessments?
- 22:12There are a few points to
- 22:14take into consideration.
- 22:14And then keep in mind that whichever
- 22:17method you might use might work
- 22:18better for some rather than others,
- 22:20depending on the type of
- 22:22setting that you're in.
- 22:23Whether that be inpatient versus outpatient,
- 22:25whether that be with students or residents,
- 22:28whether the students or residents
- 22:30or the trainee are within the
- 22:32same space as you versus remotely.
- 22:34The easiest option to try in my mind is to
- 22:37model your telehealth assessment workflow.
- 22:40As closely as possible to your
- 22:42current in person assessment workflow.
- 22:45So here are just two options,
- 22:47very broad options that we can talk
- 22:49through and see which works best for you.
- 22:51In workflow A through telehealth
- 22:53you actually have the ability to
- 22:55directly observe your trainees,
- 22:57which is very similar to a bedside
- 22:59observation of a clinical encounter.
- 23:02To perform a direct observation,
- 23:04your platform will require the
- 23:06ability to have multiple users
- 23:08on the visit at the same time.
- 23:10Specifically,
- 23:10if the student is not in the same space,
- 23:13and presumably your patients
- 23:14not in the same space,
- 23:16you could decide to be visibly
- 23:19present throughout the visit as you
- 23:21would if you were there in person.
- 23:23You can also decide to have your
- 23:25microphone and video turned off
- 23:26while observing the student.
- 23:28Kind of a fly on the wall option.
- 23:30Which can only really be afforded
- 23:32to you by telehealth.
- 23:34Now,
- 23:34this whole workflow approach requires
- 23:36more of the time on the clinician's part,
- 23:39on the supervisor's part,
- 23:40but it also may be affording you
- 23:42much more robust supervision than
- 23:44you currently provide your trainees,
- 23:46even the live environment.
- 23:47And how many of us are really watching
- 23:50our students or our residents perform
- 23:52their whole entire visit from start
- 23:55to finish for every visit that
- 23:57they perform with their students?
- 23:58Not not so many.
- 23:59So this does provide you the option
- 24:02to do a much more robust assessment
- 24:04in lieu of the entire visit being
- 24:07directly observed by you.
- 24:08You can choose to observe only a
- 24:10portion of the training interviews
- 24:11such as maybe the assessment and the plan,
- 24:14and this could be time saving
- 24:16for the clinician.
- 24:17Let's move on to the next workflow.
- 24:19This other model,
- 24:20it follows what most in person
- 24:22visit workflows would follow,
- 24:24which is to have the student complete their
- 24:27assessment step out of the virtual room.
- 24:29And then present this patient and the clinic.
- 24:33The clinic visit to the
- 24:35supervisor or the faculty member.
- 24:37The supervisor then then complete their
- 24:40own assessment in the room while the
- 24:42trainee can start on the next patient.
- 24:45This is time saving follows closely many
- 24:48people's already established workflows.
- 24:51However, this format will require
- 24:53consideration of your timing of the feedback.
- 24:56As to when it is that you're going to
- 24:58be providing your pre needed feedback,
- 25:01next slide please.
- 25:04So this really brings us to our next topic,
- 25:06which is the timing of your
- 25:08feedback and evaluation.
- 25:09Now each person,
- 25:10each program should think of a few things.
- 25:13The frequency of providing feedback
- 25:16you made to provide feedback
- 25:18after each encounter or after a
- 25:20block of encounter such as midway
- 25:22through your day or end of the day.
- 25:24But you need to ensure that you have
- 25:27dedicated time with the training
- 25:29alone to provide this feedback.
- 25:31You'll also need to build in some time in
- 25:34case you need to provide feedback on the fly,
- 25:36in case the student needs to remedy
- 25:39something before their next encounter.
- 25:41This is easier when you're in workflow A
- 25:43when you're with the student the whole time.
- 25:46However,
- 25:46it is more difficult when
- 25:48you're in workflow B.
- 25:49So workflow B might be more suited
- 25:51to advanced learners like senior
- 25:53students or senior residents.
- 25:55From an overall standpoint,
- 25:56a decision really needs to be made as to
- 25:59whether a student is deemed proficient in
- 26:01telehealth after a certain number of visits,
- 26:03similar to procedural training?
- 26:05Or does this require ongoing evaluations?
- 26:08And I feel like we've touched upon
- 26:11this topic on the last panel?
- 26:13Should there be some recertification
- 26:15requirements and maintenance of competency,
- 26:17not just for faculty members,
- 26:19but for ongoing assessment for your trainees,
- 26:22your students,
- 26:23and your residents?
- 26:24Lastly,
- 26:25it's also helpful to consider
- 26:27the mode of assessment,
- 26:29which means how will you be
- 26:31providing your assessment.
- 26:32You could do a followup phone
- 26:34call to the training,
- 26:35which can be a time efficient and can also
- 26:37occur closer to the time of the encounter.
- 26:40And we all know that timely
- 26:42feedback is probably the most
- 26:43important thing that you can do.
- 26:45Video feedback, on the other hand,
- 26:47has obvious advantages,
- 26:47such as getting a feel of the
- 26:49trainee and their body language,
- 26:51understanding how they're
- 26:52really receiving this feedback.
- 26:54But it may be more time consuming.
- 26:57You could remain on video after
- 26:59the patient has signed off,
- 27:01and that could be part of your workflow.
- 27:04Next slide,
- 27:06please.
- 27:07There are some further considerations
- 27:08that I want to bring to your attention
- 27:10that we should think about that may
- 27:11not have perfect answers but are
- 27:13things that you want to consider
- 27:14when you just when you figure out
- 27:16your plans and your workflows
- 27:18for assessment for your trainees.
- 27:20Telephone calls which are part of
- 27:22telehealth can will assess very
- 27:23different skills than a video visit,
- 27:25so they can assess things like
- 27:28communication skills and and
- 27:31skills of how are you.
- 27:33Dealing with some technical hiccups,
- 27:34but you may not be able to assess
- 27:37your physical exam skills over
- 27:39telehealth for your training.
- 27:40Keep in mind also that assessment
- 27:42with telehealth visit will take
- 27:44longer since you're not only
- 27:46assessing their medical performance
- 27:47but you're also assessing their
- 27:49telehealth performance during the same
- 27:51visit. So it would be very helpful to
- 27:54set goals ahead of time to ascertain
- 27:56what you're assessing per visit per day.
- 27:59Is this visit a telehealth
- 28:01visit and the assessment is.
- 28:02Purely telehealth related?
- 28:04Or is this visit a medical visit that you're
- 28:07going to be using telehealth to assess?
- 28:10You can also decide to have patient
- 28:11feedback as part of the assessment,
- 28:13and you can decide if you want to do
- 28:15that at the end of the day or at the
- 28:17end of a certain number of visits
- 28:19during that the day with your training.
- 28:22Also keep in mind that a traditional training
- 28:24may be more proficient in some aspects,
- 28:27for example in technology and
- 28:29troubleshooting for telehealth,
- 28:30than the supervisor themselves.
- 28:31This bring back the question about
- 28:34how much faculty development is
- 28:36required before you can even create
- 28:39these assessment strategies and
- 28:40to assess your trainees.
- 28:42Next, Next slide please.
- 28:47It would be remiss for us to not
- 28:49consider that telehealth is useful as
- 28:51a tool in assessing medical knowledge,
- 28:53skills and attitudes itself.
- 28:55So we've talked so far about how we
- 28:58would be assessing telehealth itself.
- 28:59But a lot of the topics and then
- 29:02tips that we've talked about can be
- 29:05used for assessing medical knowledge
- 29:07and skills through telehealth.
- 29:10In the situation where a supervisor
- 29:12or an examiner is at a remote
- 29:14site or student cannot be present
- 29:16for in person clinical visits,
- 29:18telehealth can be an excellent tool
- 29:19to use for assessing clinical skills.
- 29:22In fact, during the COVID pandemic
- 29:24when your students were not allowed
- 29:26to be in the clinical environment.
- 29:28And not allowed to have any face
- 29:31to FaceTime with their patients.
- 29:33This was a great way to still assess
- 29:36their skills and to meet their goals
- 29:38and objectives for their rotations
- 29:40on the clinical aspect of things.
- 29:42Similar to any in person visit,
- 29:44the supervisors can assess their history,
- 29:46taking skills, physical exam techniques,
- 29:48professionalism,
- 29:49interprofessional communication
- 29:51skills and a variety of other.
- 29:55Competencies,
- 29:56assessments that you might be
- 29:58doing in any in person visit.
- 30:00Additionally,
- 30:00you can also use telehealth to assess
- 30:03and supervise procedural skills remotely.
- 30:05So you could set up a procedural lab
- 30:07where the students and residents
- 30:09are performing the skills and your
- 30:12supervisors at a remote location
- 30:14and can virtually monitor these
- 30:16procedures and assess and give
- 30:18feedback to any of these skills.
- 30:20You may also consider using
- 30:22telehealth for oski assessments.
- 30:24Oski's are the objective
- 30:26structured clinical examinations,
- 30:28such as in times when there's
- 30:30a large number of trainees,
- 30:32but they cannot gather in a small space.
- 30:34This could be useful for standardized
- 30:37patients if they cannot be at the
- 30:39exam site and cannot travel there,
- 30:41or if your examiner's at a remote location.
- 30:44So combining virtual assessments
- 30:46through Oski's is just another use
- 30:49another another use of telehealth
- 30:51as a tool for assessment.
- 30:53That the next slide,
- 30:54so I'm actually going to move on
- 30:56to our next speaker. Thank you.
- 31:08Hello, I'm Marcy Bolster and
- 31:11this is transition beautifully.
- 31:13Thank you Shruti and thank you Dan.
- 31:16I thought I would start with my
- 31:19section of the discussion is really
- 31:21to bring forward facilitators and
- 31:24barriers to assessment and telehealth.
- 31:27And I thought I would take a step
- 31:29back and this somewhat addresses the
- 31:32discussion that ensued during the
- 31:35first panel discussion that Lee was
- 31:37leading and that was thinking about
- 31:40who should be involved in telehealth
- 31:42and how do we use telehealth and
- 31:44something that has really helped me
- 31:47in this transition into telehealth.
- 31:50Is thinking about it as a way to
- 31:53enhance rather than replace the care
- 31:55that we provide to our patients.
- 31:57And I think what happened in
- 31:59March for many or most of us is
- 32:02that telehealth really became the
- 32:05replacement for in person care.
- 32:07But now we can take a step back and
- 32:09figure out the ways that we can use
- 32:12this tool to enhance the care that
- 32:14we're delivering to our patients.
- 32:16And so as we're thinking about assessments.
- 32:20How do we enhance our assessments
- 32:23of trainees to not only foster
- 32:25their growth in telemedicine,
- 32:27but also to enhance their ability to take
- 32:30care of patients across all settings?
- 32:35Next slide,
- 32:38I came up with some considerations
- 32:41that are general considerations
- 32:43for facilitators of assessment.
- 32:45But I think this is also a great
- 32:48opportunity to engage our participants,
- 32:50both panelists and audience participants,
- 32:53in experiences, thoughts,
- 32:55evidence that others may have in
- 32:59terms of facilitating assessment and
- 33:02also identifying barriers that exist.
- 33:05And at some point,
- 33:06we may even find that some of
- 33:08the barriers that are current
- 33:10barriers can be overcome and could
- 33:14actually become facilitators.
- 33:15And taking a step back to think about the
- 33:20facilitators for assessment in general,
- 33:22as Dan started with remember
- 33:25which you already know and already
- 33:28use and as medical educators,
- 33:31we have been working on achieving
- 33:35excellence in assessment,
- 33:37the delivery of assessment,
- 33:39the timely delivery of assessment and the
- 33:42delivery of assessment to enhance the.
- 33:44Achievement of competencies and the
- 33:46achievement of excellence in patient care.
- 33:49So all of those facets are
- 33:52really the same in telehealth,
- 33:55but we need to consider some of the
- 33:59modifications that could improve our
- 34:01ways of assessing in this yet new
- 34:05setting and so similar to other times,
- 34:09for assessment and it's important to
- 34:11foster a safe space for learning.
- 34:14And Shruti discussed the timing of
- 34:18assessment and it I think requires
- 34:20even a little bit more recognition of
- 34:23the environment because we're not at
- 34:26the elbow necessarily with the trainee.
- 34:29And so finding the time and space
- 34:32where the assessor or preceptor
- 34:35and the trainee can have, you know,
- 34:38a thoughtful approach to the assessment,
- 34:40I think it's important.
- 34:44We want to consider ways that we can
- 34:47enhance learning and that will help to
- 34:51promote achieving other outcome metrics,
- 34:54whether those are within
- 34:56the core competencies.
- 34:57Also thinking about outcome metrics
- 35:00in in terms of patient care metrics,
- 35:03thinking about, as Dan discussed the EPA's,
- 35:07the untrustable professional
- 35:09activities and the achievement of.
- 35:11Being able to practice independently.
- 35:15Another general consideration for a
- 35:18facilitator in assessment is labeling.
- 35:20And this is something that we do in
- 35:23the general setting of in person
- 35:26assessments and that is labeling
- 35:28for the trainee that we're going
- 35:30to provide some feedback that this
- 35:32is time for assessment because that
- 35:35way the trainee can really anchor on
- 35:37what feedback is being provided and.
- 35:42Consider specific examples and how to
- 35:45move to the next level of competency.
- 35:50And then, as Shruti alluded to,
- 35:52designating an optimal window and
- 35:54this is part of fostering a safe
- 35:57space for learning that also takes
- 35:59into account what's the timing of
- 36:01the assessment and to facilitate.
- 36:03Oops,
- 36:03sorry
- 36:06to facilitate. Providing assessment
- 36:09immediately after the virtual visit
- 36:11when the faculty member and trainee
- 36:14may remain on the call or on the video
- 36:17encounter after the patient leaves.
- 36:19It could be done as a post clinic debriefing,
- 36:24and there are also important roles for a
- 36:28broader sense of assessment that could
- 36:30occur at the end of a time period,
- 36:33such as a rotation. Next slide.
- 36:41Now to think about a few specifics
- 36:43in terms of facilitating assessment.
- 36:46First of all, as a reminder up in the
- 36:49upper right hand corner is to be open,
- 36:52to be open about what you have
- 36:54to offer in terms of assessment,
- 36:56but also to be open to what the trainee
- 37:00may provide during the assessment period.
- 37:03To really facilitate what what you'd
- 37:06like to share with the trainee and to
- 37:09be able to recognize what the trainee
- 37:13has experienced in the past and to focus
- 37:16on where the trainees goals may be.
- 37:20And that will be important for providing
- 37:24meaningful and more lasting assessment.
- 37:29It's also helpful to.
- 37:33Set goals prior to the visit,
- 37:36prior to the patient encounter and that
- 37:39can be a facilitator for assessment.
- 37:42Setting goals could be you know
- 37:44the huddle that can occur before
- 37:46the patient visit or before the
- 37:48half day of clinical encounters and
- 37:53providing A workflow that will be
- 37:56effective for whether the training
- 37:58will see the patient first and then.
- 38:02Contact the unit.
- 38:04By what means will the faculty
- 38:06member be contacted and bringing in
- 38:09the patient from the waiting room.
- 38:10Bringing in the faculty member from
- 38:12the waiting room and then including
- 38:15in that framework of how the patient
- 38:17visit will go is providing a a
- 38:19space or a time to the trainee that
- 38:21says after the patient visit why
- 38:23don't we regroup and we can talk
- 38:25about how things went and so that.
- 38:26Provides again part of the framework.
- 38:29It can end up being somewhat time
- 38:32saving because everyone knows
- 38:34what the expectations are.
- 38:37Other specifics are really focusing
- 38:40on what the preceptors goals might
- 38:42be as well as the trainees goals
- 38:45for the patient care encounter
- 38:47and the trainees education.
- 38:51Other specifics that can be helpful
- 38:53with force be to provide examples
- 38:55when talking about the trainees
- 38:58performance and level of competence
- 39:00in terms of specific history.
- 39:02Taking examples and where nuances of
- 39:04history could have been delineated more
- 39:07clearly that can be really presented
- 39:10to the trainee as modeling where the
- 39:13faculty member elicits different nuances.
- 39:15During that portion of the encounter,
- 39:18but then bringing the trainee back
- 39:21to highlight what occurred that
- 39:23was different in the preceptors
- 39:25portion of the patient encounter.
- 39:27Providing specific feedback for
- 39:29physical examination techniques or even
- 39:32demonstrating those when the faculty
- 39:35member is participating in the encounter.
- 39:37And then again touching back to how
- 39:40those techniques might have been
- 39:42different or elicited some different.
- 39:45Nuance of the fiscal exam and then
- 39:50professionalism and interpersonal
- 39:51communication.
- 39:52So often providers with students,
- 39:55trainees,
- 39:56faculty members believe that they have,
- 40:00you know,
- 40:01the perfect setting for the communication
- 40:03and the things are going well.
- 40:05And as of you know,
- 40:07the third person at the faculty
- 40:10member can certainly.
- 40:11Have you know a view on where
- 40:14there might be setbacks or where
- 40:16things could have gone differently
- 40:18to enhance the patient encounter?
- 40:21And then other facilitators for
- 40:23assessment would actually be having the
- 40:26trainee either shadow the preceptor
- 40:29so that the preceptor can demonstrate?
- 40:32And in that way,
- 40:33provide feedback to the trainee
- 40:34or having the demonstration be
- 40:36part of the virtual visit.
- 40:37And that's really the work,
- 40:39the 2nd workflow that Trudy
- 40:41alluded to in terms of the trainee
- 40:45performing the patient encounter
- 40:47and having the preceptor join later.
- 40:49And in that way the preceptor can
- 40:53model different aspects in a way to
- 40:56provide feedback to the trainee and then.
- 40:59Ultimately,
- 40:59I think in in being open or
- 41:01finally I should say in being open,
- 41:04it's important to inquire from the
- 41:06trainee how there could be ways that
- 41:09the faculty members participation in
- 41:12the encounter could have facilitated the
- 41:15learning and the experience for the trainee.
- 41:18That's part of being open.
- 41:19It's also part of what?
- 41:23Lee really talked about earlier in the
- 41:25day in terms of we're all learning
- 41:28and the trainees may have a quicker
- 41:31uptick on how how quickly they are
- 41:34becoming competent in in certain
- 41:36areas and there may be identified
- 41:38needs that the trainee has that the
- 41:40faculty member hadn't really even thought,
- 41:43thought about addressing.
- 41:45Next slide.
- 41:49Well, here's a list of barriers.
- 41:51And these are things that
- 41:54our group thought about.
- 41:56And there are many limitations and they
- 41:58can vary by institution to institution and
- 42:01community practice to community practice.
- 42:04And so I will identify a few barriers.
- 42:07And as I said, this list could change
- 42:10dramatically in a month or in six
- 42:12months or in a year because of the
- 42:15exponential growth we're all experiencing.
- 42:17In telehealth.
- 42:18And that will in fact affect our
- 42:21ways of assessing our learners.
- 42:24And I've divided the barriers into the
- 42:27limitations of the encounter itself,
- 42:29the faculty member,
- 42:31the technology,
- 42:33the setting and the timing,
- 42:35and the learning curve of assessment and
- 42:39thinking about limitations of the encounter.
- 42:42The fiscal examination is limited.
- 42:44There's some things that we can do in person
- 42:47much better than we can ever encounter on a,
- 42:50you know, a video visit.
- 42:52And so our ability to assess our
- 42:55learners is much more limited
- 42:57than if we are at the elbow.
- 43:00There's also the limitation,
- 43:01the loss of what we can observe in
- 43:05our trainees in terms of the loss
- 43:07of touch when we're not sitting.
- 43:10At the corner of the desk next
- 43:12to the patient,
- 43:13and the patient is tearful and in person.
- 43:16The expression of empathy can be
- 43:18so different than on a video visit,
- 43:22and the patient's emotions aren't
- 43:24going to necessarily go away just
- 43:26because it's a video visit In terms
- 43:28of barriers for the faculty member.
- 43:31The faculty member may not have
- 43:33incredible competency in telemedicine.
- 43:35The faculty member might be learning
- 43:37just like the trainee is learning.
- 43:39Or the faculty member may have
- 43:41a great degree of competency but
- 43:44lack confidence and his or her
- 43:46own abilities with telemedicine
- 43:48and this can therefore provide a
- 43:50barrier to assessing our trainees.
- 43:53Other barriers for assessment have
- 43:55to do with failing of our technology
- 43:58if there's a three-way phone.
- 44:003 way video visit and it fails
- 44:01and we go to a phone visit and
- 44:03the ability to assess is obviously
- 44:04much different than if we were in
- 44:06a video visit and all of that's
- 44:09different than if we were in person.
- 44:11And there may be the technology may also
- 44:15not support a video meeting for feedback.
- 44:18And you know I think Trudy talked about when,
- 44:22when and where does this feedback
- 44:25occur and for.
- 44:27Formal assessment or even on
- 44:29the fly assessment,
- 44:30it's so nice to be in the
- 44:31room with the trainee,
- 44:33be able to read how things
- 44:35are going for the trainee,
- 44:37both in terms of comfort with the encounter
- 44:39as well as comfort with the assessment.
- 44:42And so if technology files us and we're not
- 44:45able to do this by video and it's only,
- 44:48you know,
- 44:48a phone call,
- 44:49then I think that that provides
- 44:53further barriers.
- 44:54And and that really leads to what I
- 44:56was already describing in terms of the
- 44:59setting for the assessment being provided.
- 45:01We've talked about the timing.
- 45:04If feedback can be provided
- 45:06in close proximity to the
- 45:07patient encounter, that's ideal.
- 45:09If it can't, that can be a barrier in
- 45:13terms of the anchoring of learning
- 45:15and what's gained by the trainee.
- 45:18And this is impacted by
- 45:19whether it's a busy clinic,
- 45:21whether the trainee and or the faculty
- 45:24member are participating in what's
- 45:26called the hybrid clinic where there's
- 45:28some virtual visits and there's some
- 45:30in person visits and the workflow is
- 45:32kind of crazy and it makes it harder to
- 45:35take that time aside for assessment.
- 45:36And then they're also competing schedules
- 45:39that somebody has to run off to go
- 45:42do something different or leave from.
- 45:44Patient encounters to zoom, meetings.
- 45:46And so really setting that time to
- 45:49be able to assess is important.
- 45:52And then there's the learning curve
- 45:54We are clearly learning as we go and
- 45:58what we know today about assessment.
- 46:02May be very different.
- 46:03We learned so much already today about
- 46:06the competencies developed by the AA
- 46:08MC and this will elevate all of us to
- 46:12be able to provide better assessment
- 46:14in the telehealth setting and we will
- 46:18continue to recognize new competencies.
- 46:21Next line.
- 46:25In closing, I would say that our
- 46:28goal is to enhance our assessments
- 46:31of trainees to not only foster
- 46:34their growth in telemedicine,
- 46:35but to enhance their ability to take
- 46:38care of patients across all settings.
- 46:40And assessment has just a huge part
- 46:44in the the growth that our trainees
- 46:47and that the educators that our
- 46:51faculty will achieve. Thank you.
- 47:00Well, thank you, Marcy.
- 47:02Thank you everyone.
- 47:03The thank you to the the panelists
- 47:05who've been our discussions.
- 47:06This has just been fantastic.
- 47:08I'm going to summarize briefly the
- 47:11slide that we're sharing now and then
- 47:13really would like to open up to Q&A.
- 47:16So please I want to really invite you
- 47:20to put your comments and questions into
- 47:23the question and answer for the group.
- 47:27As we sum up and I I want to
- 47:30kind of acknowledge that there is
- 47:31there's so much to work from here.
- 47:34We also recognize that there are
- 47:36some really big opportunities
- 47:38to enhance the evidence base and
- 47:41address the open questions that are
- 47:44are really unfolding when we think
- 47:46about what it means to educate
- 47:49in the setting of telehealth and.
- 47:53These are some reiterations of some
- 47:55of what that you've heard here as
- 47:57well as building some others beyond.
- 47:59But please don't think of this
- 48:01list as a comprehensive list.
- 48:02This is sort of a a quick brainstorm.
- 48:04And the one of the opportunities from
- 48:07this fantastic group that we have here,
- 48:10including all the members of this,
- 48:12of this symposium,
- 48:13is to really source across all of
- 48:15us to think about what some of
- 48:17those remaining questions,
- 48:18what what are those burning questions are
- 48:20that we ought to think about in the setting.
- 48:23Of telehealth.
- 48:25You know one one question here is as
- 48:27was raised by Marcy is you know what
- 48:29are the limitations of the encounter
- 48:31that are going to be affecting
- 48:33and how can we anticipate for and
- 48:36mitigate for those limitations of
- 48:38this new encounter modality in the
- 48:40setting of education and competency.
- 48:45And and assessment,
- 48:46you know how can how can the
- 48:48telehealth experience complement
- 48:49more conventional approaches And I
- 48:51think this really grows upon Marcy
- 48:54your your wonderful declaration
- 48:55that really we should not only
- 48:57enhance our assessment of trainees,
- 48:58but we should enhance their ability
- 49:01across all settings of care.
- 49:04The questions around understanding our
- 49:07patients have certainly shifted as we
- 49:10are engaging with patients in their
- 49:12homes in other settings over telehealth.
- 49:14And as Marcy noted,
- 49:16sometimes over technology that's
- 49:18less than ideal when the technology
- 49:21for whatever reason may be a
- 49:23barrier to that access point.
- 49:25So we end up talking on the phone instead of
- 49:28having a full interactive video interaction.
- 49:30You can see as well others here
- 49:32how to enrich the care provided.
- 49:34In the end,
- 49:35the learning assessment that
- 49:36occurs in a phone visit,
- 49:38a very unique area that to date probably
- 49:41many of us have not spent a lot of time.
- 49:45On the phone with our trainees
- 49:47with a patient to be able to know
- 49:50what those engagements really
- 49:51mean and how to really augment,
- 49:53evaluate and assess and provide the right
- 49:55feedback and learning environment in them.
- 49:57As well as some of the others here
- 49:59that are mentioned that I think
- 50:01are areas that would be terrific
- 50:03to open up into the panel here.
- 50:04And with that,
- 50:05I'd like to turn us into the the last.
- 50:08I think we have about 10 minutes
- 50:10for Q&A and
- 50:13I'm. And I don't see any immediate
- 50:15questions in the question and answer.
- 50:17So I'd love to kick off a couple
- 50:18and then look for others to come in,
- 50:20if that's all right.
- 50:21I'd like to start with one,
- 50:24which is thinking about
- 50:27high stakes and low stakes.
- 50:30Then the the framework that
- 50:31you've talked about, you know,
- 50:33high stakes learning,
- 50:34low stakes learning and I'd like
- 50:37to extend that to ask you about.
- 50:40Now since we've said we're
- 50:42all in this together,
- 50:43largely we're seeing that the
- 50:45learning curve for trainees and the
- 50:47learning curve for the educators,
- 50:49for the supervisors may be closer or aligned.
- 50:53How do we think about high stakes and
- 50:55low stakes learning for both parties
- 50:58in the setting where both occur?
- 51:00And how do we,
- 51:01how do we educate to both parts of that?
- 51:03And then maybe Dan,
- 51:03after you get this a little bit of A-frame,
- 51:05I'd love to ask John, Dr.
- 51:07Scott, if you wouldn't mind jumping in,
- 51:09especially thinking a little
- 51:10bit about if we're,
- 51:11if we're trying to assess clinical
- 51:13clinicians competencies across the board,
- 51:15not just trainees.
- 51:16Again,
- 51:16how do we think in terms of high stakes,
- 51:19low stakes and really trying to make
- 51:21sure that we're doing the right thing
- 51:22for all of us in this new setting.
- 51:24Dan, you mind kicking us off?
- 51:28Really, really good question.
- 51:29Reminds me of that I did a lot of work on
- 51:34handoffs and working as part of the group
- 51:36that developed the ipass handoff program.
- 51:38And one of the things we discovered there
- 51:41was that although attending physicians
- 51:43thought they gave patient handoffs,
- 51:45well they in reality didn't.
- 51:48And they were now put into a position where
- 51:51they are having to observe and help teach.
- 51:53Trainees to do it in a more effective way
- 51:57when they were challenged themselves.
- 51:59I would say first of all,
- 52:01the competency framework helps a lot 1 that
- 52:04both trainees and supervisors can buy into.
- 52:07So understanding what those elements are,
- 52:10we found that faculty.
- 52:11One of the ways that faculty
- 52:13learned around about handoffs most
- 52:16effectively was to observe trainees
- 52:18doing them and to give them feedback.
- 52:21And to really so I would probably
- 52:24take that be one of the approaches
- 52:26I would use and then if you in
- 52:29in trying to push towards more
- 52:34frequent low stakes assessments
- 52:36would be ideal in this particular
- 52:38situation because no given assessment
- 52:40carries much weight and but we
- 52:42can take those same assessments
- 52:44and use them in an aggregate way.
- 52:46If you have a large enough number
- 52:48of them to get a highly reliable
- 52:49estimate of someone's skill.
- 52:51So going in that direction
- 52:52provides some safety.
- 52:54And then really
- 52:57Shruti talked about it some and Marcy as
- 52:59well about how how does that feedback
- 53:01happen and how do you frame it,
- 53:03How do you set that up?
- 53:05And the kind of openness in dialogue
- 53:07and and the conversation that's had
- 53:10setting up this process can really help.
- 53:13I'd be real interested in what John thinks
- 53:15and others think about this as well.
- 53:21That's your cue to unmute John.
- 53:24OK, great. So maybe I just want to
- 53:27share some comments on that last
- 53:29slide to for in your first point
- 53:31was limitations of telemedicine.
- 53:33I might even flip it the other way.
- 53:34And what is actually the value at and I
- 53:37think you know talking to my colleagues
- 53:38is that it's kind of like bringing
- 53:41back the old Marcus Welby home visit.
- 53:43So you really can see people
- 53:45in their living environment.
- 53:46If you have an elderly patient,
- 53:47you might be able to identify
- 53:49like tripping hazards,
- 53:51you can often enlist family
- 53:52members and kind of improving
- 53:53inherence and things like that.
- 53:55So I think there there's going to
- 53:57be pros and cons and so that's going
- 53:59to be a very important scholarship.
- 54:01The other thing I would really
- 54:02encourage all of us to look at is
- 54:04the importance of implicit bias.
- 54:06So when we are exposed to our
- 54:09patients home environment,
- 54:10it might actually trigger some
- 54:11of those stereotypes and it might
- 54:13actually lead to a worse interaction.
- 54:15So there's kind of there's going to
- 54:17kind of double edged sword with that.
- 54:19In terms of what we're doing at UW Medicine,
- 54:23I I wanted to come back to a point
- 54:25that Marcy and I think even John Co
- 54:28had made in the prior panel and that
- 54:30was around just assuring that our attendings,
- 54:33our senior faculty know how to do.
- 54:35Telemedicine.
- 54:36So we've really beefed up our Qi
- 54:39activities and I really feel like
- 54:41Qi is feeding back our education.
- 54:43So it's like it's basically
- 54:45our feedback loop.
- 54:45So I wanted to tell you a little
- 54:46bit about what we're doing.
- 54:47The 1st is we're doing a lot of surveys.
- 54:49We've done, we're doing surveys of patients,
- 54:51we've done surveys of our providers and
- 54:54actually and then our front desk staff.
- 54:57And so we're kind of getting that
- 55:00information and we're we're already
- 55:01kind of hearing some of the some
- 55:04concerns around professionalism.
- 55:05Some of our our docs did work
- 55:07from home from day one.
- 55:09So they never really did a
- 55:10telemedicine visit in the clinic
- 55:12where we they have the support.
- 55:13And so we we've heard about some
- 55:16faculty members who you know there's
- 55:17a kid in the background or maybe they
- 55:20you know are are not comfortable with
- 55:21the meeting and things like that.
- 55:22So it's really important to get
- 55:25that data and feed it back.
- 55:27We also have an anonymous patient
- 55:30safety reporting tool.
- 55:31So anyone can kind of put this on,
- 55:33it's a little icon on all of our desktops.
- 55:36And then the last aspect of our Qi
- 55:39program is a proactive, sorry about that.
- 55:42Welcome to Harborview.
- 55:47So the last aspect is a
- 55:49proactive chart review.
- 55:50So we're we're reviewing about
- 55:5310% of all the the charts.
- 55:55And I think a key question is what is
- 55:58appropriate for telems and what's not
- 56:00really putting up those guardrails?
- 56:02So we've heard,
- 56:03we've seen some things where maybe a
- 56:05patient got over diuresed and showed
- 56:06up in our emergency department.
- 56:09Another patient who had some eye
- 56:12problems was seen twice by telemedicine
- 56:14and really had delaying care.
- 56:16So we're trying to report that back
- 56:18and and making sure that that is
- 56:20incorporating our educational process.
- 56:22You know, Topher, I just wanted to just
- 56:25throw in three random comments that
- 56:27occurred to me during your comments
- 56:28and the session. The first was.
- 56:30I really love that focus from the
- 56:31beginning about a learning culture versus
- 56:33a performative or performance culture.
- 56:35You know, it's it's not about getting an A,
- 56:38you know, on telemedicine.
- 56:39It's really about having everyone
- 56:41engage in the learning process and
- 56:43Orient themselves as a learner.
- 56:44Even when they're a teacher they're
- 56:46they're always a learner and this
- 56:47is an area where they're being
- 56:49put on the front burner for that.
- 56:51The second was what John just mentioned
- 56:52about clinical appropriateness.
- 56:53We don't really have good standards
- 56:54yet for our physicians.
- 56:55It's kind of like empiric therapy,
- 56:58learn as you go.
- 56:58Well, I guess I shouldn't.
- 57:00Evaluate that burn over telemedicine
- 57:01anymore because the guy got septic,
- 57:03you know, we want to be ahead of that.
- 57:06But the last is around another
- 57:08component of observation bias.
- 57:10I think we don't think routinely
- 57:12about what we don't see.
- 57:14So there's lots of things that you
- 57:16see in a telemedicine encounter
- 57:18that you don't see but are still
- 57:20happening in the inperson encounters.
- 57:22And so we have almost like this sort
- 57:24of don't look, don't tell approach.
- 57:26To what's going on, you know,
- 57:28behind the four walls of the clinic door.
- 57:30So I agree with John,
- 57:32we really want to be thinking about
- 57:34how does the in person visit need to
- 57:36be deconstructed and reassembled,
- 57:38What pieces are going to be missing,
- 57:39what new pieces are going to be added.
- 57:41And then we don't want to boil
- 57:43the ocean just in telehealth.
- 57:45If we find a problem in telehealth,
- 57:46it's there in person as well.
- 57:48We have to have a closed loop
- 57:50feedback that reminds us, oh,
- 57:52we just don't know about this problem.
- 57:54But this is definitely a problem.
- 57:55We just have avoided addressing it
- 57:57because we were never confronted by it.
- 58:01You know, these are great points.
- 58:03And actually one of the areas that
- 58:04I was kind of struck by thinking
- 58:06about this is that often when we
- 58:08need to learn something afresh,
- 58:10we need to take more time in doing it.
- 58:13So Shruti, you mentioned this,
- 58:15I I think you you said this there
- 58:17might it might take more time on
- 58:19the supervisors part while you
- 58:20while you commented on various
- 58:22kind of efficiencies and workflows.
- 58:24I'm wondering if really we all need to
- 58:27think about taking more time in order
- 58:30to be the right type of supervisors
- 58:32and the right type of learners as
- 58:33a part of the overall learning
- 58:35environment during this transition.
- 58:36Do you have comments about like what
- 58:38that what that might mean and and and
- 58:40Marcia is also thinking about you know
- 58:42facilitators and barriers because.
- 58:43I I feel and I hear always that time
- 58:45is a barrier to education in the way
- 58:48that we all really want to perform it.
- 58:52I absolutely agree with you to for that
- 58:55the only way to effectively evaluate
- 58:58and assess your learners is to be
- 59:02proficient in what you're trying to
- 59:04evaluate and and we are coming to this
- 59:07point where we're all new learners and
- 59:09we're all new at this telehealth thing.
- 59:12No matter how long we might be
- 59:15using it and and being part of
- 59:17this environment because we're all
- 59:19new at assessing telehealth too.
- 59:21So a lot of faculty development should
- 59:23go into our faculty before we start
- 59:26to unleash them upon our our trainees,
- 59:29our students and our residents to be able
- 59:31to assess and evaluate them appropriately.
- 59:33I mean and no matter what new scale or
- 59:36tool or procedure or device that comes in.
- 59:39Most of our departments are doing
- 59:41some sort of factor development
- 59:43before they go out and use it.
- 59:45Similarly, if you're trying to use
- 59:47new rubrics to assess telehealth,
- 59:49new competencies to assess telehealth,
- 59:51new anything,
- 59:51it's going to require a lot of
- 59:53faculty development ahead of time.
- 59:55And that's where a lot of our time
- 59:57should go into and a lot of our efforts
- 59:59should go into to ensure that we're
- 01:00:01doing this appropriately and we're
- 01:00:02not doing a disservice to our trainees
- 01:00:04when we're go out and assess them.
- 01:00:07So Topher, you've got one minute
- 01:00:09left in your session that you can
- 01:00:11decide if you want to yield to the
- 01:00:13rheumatologist in corner four or if
- 01:00:14you want to close it out yourself,
- 01:00:18you're muted. Topher, if
- 01:00:21I am the rheumatologist in the corner, yes,
- 01:00:25You know, it's hard for rheumatologists
- 01:00:26to limit their talk to less than a minute.
- 01:00:27But I'm going to just add one other
- 01:00:29thing that builds on what Shruti said
- 01:00:31and then turn it back over to Topher
- 01:00:33and I think actually Dan said earlier.
- 01:00:36Frequent assessments are important and
- 01:00:38it's important for us as faculty members.
- 01:00:42And I would just add the direct
- 01:00:44observation that can occur like peer
- 01:00:47direct observation can be very valuable.
- 01:00:50And this is a setting where I think we
- 01:00:52could all learn so much from having
- 01:00:55somebody watch us and that will help us
- 01:00:58then and reflecting with our trainings.
- 01:01:01Great. Marcy, thank you for
- 01:01:03offering tremendous closing words.
- 01:01:04Lee, we yield back.
- 01:01:05I I wish that there was more time
- 01:01:08to hear from all of our fantastic
- 01:01:10panelists to be able to share more here.
- 01:01:11But this has just been
- 01:01:13a fantastic discussion.
- 01:01:13I want to thank you all and thank you,
- 01:01:15Lee, for the opportunity.
- 01:01:16Oh, you're very welcome.
- 01:01:17Again, I have to say I'm shocked,
- 01:01:19but we've we've gone for almost 2 1/2 hours.
- 01:01:22It feels like 5 minutes and we
- 01:01:23have not lost a single attendee.
- 01:01:25So we must be doing something right or
- 01:01:27they've all gotten up and gone fishing
- 01:01:28but just left the connection up.
- 01:01:30We don't really know.
- 01:01:32Let me encourage folks to
- 01:01:33take a 10 minute break.
- 01:01:34We will start sharply at 2:30.
- 01:01:36Feel free to get a do a bio break,
- 01:01:38answer the phone,
- 01:01:39whatever you need to do.
- 01:01:41And again, want to strongly encourage
- 01:01:45the audience members to please ask
- 01:01:47questions in the in the Q&A panel.
- 01:01:49So we'll keep this slide up.
- 01:01:52We'll see you back in 10 minutes.