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Panel 2: Rethinking Assessment: When Virtual Care is the Vehicle and the Environment of Practice

July 19, 2023
  • 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.