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Canadian Society of Internal Medicine Annual Meeting 2018 Banff, AB Carpe Docens : Effective clinical teaching for busy clinicians Bruce Fisher University of Alberta The Challenge: Competency Based Education What year are you Can you do


  1. Canadian Society of Internal Medicine Annual Meeting 2018 Banff, AB Carpe Docens : Effective clinical teaching for busy clinicians Bruce Fisher University of Alberta

  2. The Challenge: Competency Based Education “What year are you “Can you do it?” in training?” UME/PME focussed Career-long learning Assessment based on Observation and Feedback

  3. Understanding learning And Active learning • Learning is what goes on in the head of the learner • The only way to tell if learning has occurred is to observe and assess for change or consolidation in behaviors • Active learners: – Have and will use Experience – Show Self direction and Self- identify needs – Want to move from knowing to doing – Desire to “do it” with independence

  4. Aim for doing ….with increasing independence Expert More independent Novice Miller’s pyramid for clinical assessment Competence involves doing

  5. The clinical teaching environment provides unique opportunities to accomplish the following: Application in authentic context Clinical reasoning/ decision making skills Approach to uncertainty CanMEDs integration into medical expert Assess Competence and EPAs Calibrate self-assessment This unique (and precious) environment should not be used for other teaching or learning that is better done elsewhere. Challenges in clinical teaching “Do not waste the hours of daylight in listening to that which you may read by night” -Osler

  6. Unique opportunities Application in authentic context Guide and Focus active learners to: Clinical reasoning/ decision making skills Learn in the environment (Context) Approach to uncertainty Centre Tasks to aim for “doing” CanMEDs integration into medical expert Collaborate with shared learning and teaching tools Assess Competence and EPAs Improve self-assessment Calibrate self-assessment A major teaching task is to guide and focus active learners to best use Challenges in clinical teaching these opportunities to develop competency and expertise

  7. Understanding our teaching role From To Show and tell Watch and assess Coaching Directing Sole contributor Collaborator with learner Focus Guide Attention Performance Tasks Self assessment & deliberate practice “Do not waste the hours of daylight listening to that which you may read at night” - W Osler

  8. Clinical Teaching: To big to do alone….so: • Collaborate with a contract • Share tools • Focus & guide tasks and performance • Follow through with assessment & feedback • Link and guide subsequent action

  9. Invest (time) in Education contracts to Enable active learning Setup for collaboration – Recognize learner (?Active?) For each new teaching-learner – Share Expectations relationship – Situate For each new encounter

  10. Focusing and Guiding the learning cycle Situated and setup Objectives: Focus and Guide Review Action Choose and Do task Demonstrate/ Feedback and linked Observe action Degree of scaffolding Assess

  11. Focusing and Guiding the learning cycle Situated and setup Objectives: Focus and Guide Review Action Choose and Do task KAS* low: Demonstrate Feedback and linked Demonstrate or Observe action KAS* high: Observe Degree of scaffolding * K nowledge A ttitudes S kills Assess

  12. Identify Competency (KAS) Level E Educator Self assessing expert E Expert M M Manager Decision maker I I Interpreter Decision maker R R Reporter Data Collector Novice Miller’s Pyramid Focuses and guides learner’s performance Makes criteria and conditions for assessment clear/explicit

  13. Focusing and Guiding The learning cycle Situated and setup Objectives: Focus and Guide Review Action Choose and Do task KAS* low: Demonstrate Feedback and linked Demonstrate or Observe action KAS* high: Observe Degree of scaffolding * K nowledge A ttitudes S kills Assess

  14. Promote highest level of performance/learning E Expert M Q: Dr. X, what do you think? I A: Tell me what you think and I’ll comment on that. R Novice

  15. The one-minute preceptor: Explicit methods of performance and observation guide assessment and feedback M Get (make) a commitment Probe for (Explain) reasoning I R E Coach (self reflect/address uncertainty) M Reinforce what was done well and Correct mistakes Teach (Learn) 1-2 general rules that apply to other contexts R= Reporter I = Interpreter M= Manager E = Educator B Fisher 2018

  16. Teaching and Time Tips Attempt teaching and learning tasks that are achievable within the time frames available (Note these are likely minimums) 5 minutes: Basic “one - minute” preceptor exploration of clinical reasoning 10 minutes: Review a patient’s “ focused history” or “ focused exam” (not both) 30 minutes: Review a new admission Don’t try to teach (address) everything Keep the learning cycle tight ……….Focus and guide

  17. Teaching and Time Tips Avoid pitfalls of Time pressure Don’t: – Interrupt thought or action after Q: (7 second wait rule) – Give (answers) instead of receiving answers (ask Qs) – Reward (too quickly) – Take over (too quickly) – Target fixation (on one learner)

  18. Teaching and Time Tips Ways to address mixed knowledge, skill, and experience levels in your group of learners – Observe focused history or clinical exam and have 2 nd learner summarize/add value to 1 st learner’s performance – Watch learner provide patient education/“summary” – Observe senior learner teaching/use as “TA”

  19. Feedback: Focus attention and Guide Example Example Let’s do some teaching When we go into the room let’s Prime look at “X” Look at “X” and tell me what you This is what I am teaching Label see? So the 2 take-home messages What was the most important thing Emphasize and about what I taught you are… you learned about looking a “X” Book-end

  20. Keep it tight and let the learner practice Connects goals of 1. performance improvement and 2. accurate self-assessment. Learner You comment attempts and calibrate Learner’s Link to subsequent feedback evaluation Validate what’s done well Consolidative (continue) or mastered (move on) What needs improving- focus on Constructive issues you can control Decide what to do next time Plan Action & Clear and useful instructions for improvement linked to support commit Commit to act on advice Summarize Check that feedback understood

  21. Review, Compare and Contrast, Present Condition X Condition Y 5 min 5 min Key feature + + Key feature + + Key feature 5 minutes of sketching out what you know about topic (or don’t) improves reading critical appraisal, and retention Making compare and contrast tables renders gained knowledge in to more proactic- ready formats (script method of expert thinking) 5 minutes or less to Summarize what has been learned further consolidates learning and helps identify level of understanding of material (teaching, even to one’s self, is a high form of learning Using this method as a guide for learners helps them formulate clear “learning” tasks and promotes learning relevant to clinical application

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