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This new addition to the popular Essentials series provides a broad, general introduction to the topic of simulation within clinical education. An ideal tool for both teaching and learning, Essential Simulation in Clinical Education provides a theoretical and practical introduction to the subject of simulation, whilst also offering strategies for successful use of simulators within general clinical education and demonstrating best practice throughout.
This timely new title provides:
The latest information on developments in the field, all supported by an evidence-base
Content written by a global team of experts
Discussion of policy and strategy initiatives to ground simulation within the healthcare context
Practical examples of cases, including inter-professional learning.
A superb companion for those involved in multi-disciplinary healthcare teaching, or interested in health care education practices, Essential Simulation in Clinical Education is the most comprehensive guide to the field currently available.
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Veröffentlichungsjahr: 2013
Table of Contents
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Title page
Copyright page
Contributors
Foreword
Glossary and abbreviations
Features contained within your textbook
CHAPTER 1: Essential simulation in clinical education
History
Evidence
Teaching, learning and assessment
The people
The skills: technical, non-technical and team working
The places
Doing it
Real-life examples
The future
CHAPTER 2: Medical simulation: the journey so far
Definition
Taxonomy
Early simulators
Part task trainers
Real people as simulators
Screen-based simulation
Simulated environments
Virtual reality
Guidelines and regulation
CHAPTER 3: The evidence: what works, why and how?
Essential features for effective learning: what works?
Feedback
Repetitive practice – deliberate practice
Curriculum integration
Outcome measurement
Moving forward – challenges and perspectives
CHAPTER 4: Pedagogy in simulation-based training in healthcare
Three related dimensions in skills learning
Pedagogy and learning theory
Instructional strategies
Creating learning opportunities
Recognizing learning opportunities
Using a learning opportunity
Issues related to learners
Issues related to task
Issues related to context
Facilitators, learners and their interaction
CHAPTER 5: Assessment
Purposes of assessment in education
Principles of assessment
Advances in technology
Assessment: the practicalities
Challenges and future directions
CHAPTER 6: The roles of faculty and simulated patients in simulation
Faculty
Ethical and professional values
Educational context
Roles and skills required
Faculty training
The principles of a faculty development programme
Standards, quality assurance and recognition
Educational leadership
Simulated patients
Definitions and nomenclature
A brief history of SPs
Educational contexts
Integrated teaching of technical skills and communication (‘hybrid simulation’)
SPs as teachers
SPs as assessors
Using SPs to assess clinical practice and healthcare systems
Recruitment and selection of SPs
Being an SP
Training and assessment of SPs
Training SPs in the history and consultation
Training SPs to portray physical signs
Training SPs to provide feedback and facilitate a small group
Training the trainers and clinical educators
Assessment of SP preparation
Professional and personal development
CHAPTER 7: Surgical technical skills
Technical skills
Simulation in technical skills training
Simulation in Interventional Specialities
Integration of simulation into formal technical skills training
Beyond technical skills training: selection, stressors and revalidation
Infrastructure
CHAPTER 8: The non-technical skills
Human factors and non-technical skills in safety
CRM training in healthcare
Non-technical skills in healthcare
Use of behavioural marker systems for feedback
First, acquire the technical skill – then make the context real
The design process
Designing and running your own scenarios with embedded non-technical skills
CHAPTER 9: Teamwork
Introduction
A call for improved teamwork in healthcare: drivers and barriers
On teams, teamwork and training: definitions, evidence and perspectives
Team training: content, environment, design and implementation
Designing and implementing SBTT
Assessing teams: what to assess, measurement tools and common outcomes
CHAPTER 10: Designing effective simulation activities
Introduction
Justification for developing a simulation facility
Embedding simulation into training
Funding
Users of the facility
Quality assurance
Stakeholder engagement
The planning continuum
Faculty development and support
Participant considerations
Sustainability
Use of space and resources
Equipment
Staffing
Running a facility
CHAPTER 11: Distributed simulation
Introduction
Distributed simulation: conceptual and theoretical foundations
Design process and anatomy of the distributed simulation system
Exploring and investigating the distributed simulation concept
Future work on distributed simulation
Conclusion
CHAPTER 12: Providing effective simulation activities
Case background
Introduction
Pre-briefing
Course/setting introduction
Orientation to the simulated learning environment
Scenario briefing
Simulation scenario
Using audiovisual equipment
Debriefing
Course ending
CHAPTER 13: Simulation in practice
Simulation for learning cardiology
Background
What was done
Results and outcomes
Take-home messages
Assessing leadership skills in medical undergraduates
Background
What was done?
Results and outcomes
Take-home message
What went well/worked well
What would you do differently?
Simulation for interprofessional learning
Background
What was done
Results and outcomes
Take-home messages
Use of in situ simulations to identify barriers to patient care for multidisciplinary teams in developing countries
Background
What was done
Results and outcomes
Take-home messages
What went well/worked well
What would we do differently
Clinical skills assessment for paediatric postgraduate physicians
Background
What was done
Results and outcomes
Take-home messages
What went well/worked well
What would we do differently
The challenge of doctors in difficulty: using simulated healthcare contexts to develop a national assessment programme
Background
What was done
Results and outcome
Take-home messages
What went well/worked well
What would you do differently
Simulation for remote and rural practice
Background
What was done
Results and outcomes
Take-home messages
What went well/worked well
What would you do differently
The use of incognito standardized patients in general practice
Background
What was done
Results and outcomes
Take-home messages
What went well/worked well
What would you do differently
Integration of simulation-based training for the trauma team in a university hospital
Background
What was done
Results and outcomes
Take-home messages
Conclusion
Acknowledgements
CHAPTER 14: The future for simulation
Horizon scanning: the impact of technological change
A patient's journey
In the clinic
From clinic to operating theatre
In the operating theatre
In transition and on the ward
A surgeon's journey
Before surgical training
During surgical training
As a consultant
Delivery and costs
Summary
Guiding the role of simulation through paradigm shifts in medical education
The shift to competency-based education
Mastery learning
Continuing professional development
Assessment of competencies for lifelong learning
Scholarship in simulation-based education
Summary
The future of training in simulation
Integration with curriculum
Content
Future curriculum development
Faculty
Educational resources
How will we develop training?
Summary
Index
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Library of Congress Cataloging-in-Publication Data
Essential simulation in clinical education / edited by Kirsty Forrest, Judy McKimm, Simon Edgar.
p. ; cm.
Includes bibliographical references and index.
ISBN 978-0-470-67116-0 (softback : alk. paper) – ISBN 978-1-118-65934-2 (eMobi) -- ISBN 978-1-118-65935-9 (ePDF) – ISBN 978-1-118-65936-6 (ePub)
I. Forrest, Kirsty. II. McKimm, Judy. III. Edgar, Simon.
[DNLM: 1. Education, Medical–methods. 2. Computer Simulation. 3. Patient Simulation. W 18]
R735.A1
610.71–dc23
2013003063
A catalogue record for this book is available from the British Library.
Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books.
Cover image: Northwestern Simulation
Cover design by Visual Philosophy
Contributors
Mark Adler MD
Associate Professor of Pediatrics and Medical Education
Center for Education in Medicine
Northwestern University Feinberg School of Medicine
Ann & Robert H. Lurie Children's Hospital of Chicago
Division of Emergency Medicine
Chicago, USA
Rajesh Aggarwal MA PhD FRCS
NIHR Clinician Scientist in Surgery
Imperial College London
London, UK
Joanne Barrott RN RM BSc (Hons) MMedSci
Regional Clinical Skills Manager
Leeds Metropolitan University
Leeds, UK
Bryn Baxendale MB ChB FRCA FAcadMedEd
Consultant Anaesthetist and Director
Trent Simulation and Clinical Skills Centre
Nottingham University Hospitals NHS Trust;
Honorary Professor of Clinical Simulation
School of Psychology
University of Nottingham
Nottingham, UK
Fernando Bello PhD
Senior Lecturer in Surgical Graphics and Computing
Imperial College London
London, UK
Andrew Buttery MSc
Specialist Trainer
Trent Simulation & Clinical Skills Centre
Nottingham University Hospitals NHS Trust
Nottingham, UK
Aidan Byrne MBBCh MSC MD
Professor
Medical School
Cardiff University
Cardiff, UK
Frank Coffey MB DCH MMedSci Dip Sports Med MRCPI FRCSEd FCEM
Consultant in Emergency Medicine
Nottingham University Hospitals NHS Trust;
Associate Professor
University of Nottingham
Nottingham, UK
Academic-Residence
Royal College of Surgeons in Ireland
Dublin, Ireland
Ara Darzi KBE FMedSci HonFREng MD FRCSI FRCS FACS FRCPSG
Professor of Surgery
Imperial College London
London, UK
Peter Dieckmann PhD DiplPsych
Director of Research
Danish Institute for Medical Simulation (DIMS)
Capital Region of Denmark
Herlev Hospital
Herlev, Denmark
Simon Edgar MBChB FRCA MSC Med Ed
Consultant Anaesthetist
Director of Medical Education at NHS Lothian
Edinburgh, UK;
Educational Co-ordinator
Scottish Clinical Simulation Centre
Larbert, UK
Walter J. Eppich MD MEd
Assistant Professor of Pediatrics and Medical Education
Center for Education in Medicine
Northwestern University Feinberg School of Medicine
Ann & Robert H. Lurie Children's Hospital of Chicago
Division of Emergency Medicine
Chicago, USA
Kirsty Forrest MBChB BSc Hons FRCA MMEd FAcadMed
Professor
Director of Medical Education
Australian School of Advanced Medicine
Macquarie University
Sydney, Australia
Thomas Gale BM BS FRCA MEd
Associate Professor;
Director of Clinical Skills
Peninsula Schools of Medicine and Dentistry
Plymouth, UK
Ronnie Glavin MB ChB MPhil FRCA FRCP (Glas)
Consultant Anaesthetist
Victoria Infirmary
Glasgow, UK
Stanley J. Hamstra PhD
Research Director, University of Ottawa Skills and Simulation Centre
Assistant Dean, Academy for Innovation in Medical Education
Associate Professor, Departments of Anesthesiology, Medicine, Surgery
University of Ottawa
Ottawa, Canada
Iliana Harrysson BSc
Honorary Research Fellow
Imperial College London
London, UK
Jean Ker BSc MD FRCGP FRCPE FHEA
Professor of Medical Educations
Director Clincal Skills Centre
University of Dundee
Dundee, UK
Roger L Kneebone PhD FRCS FRCSEd FRCGP
Professor of Surgical Education
Imperial College London
London, UK
Jimmy Kyaw Tun MBChB MA
Clinical Research Fellow
Imperial College London
London, UK
Nikki Maran MB ChB FRCA
Consultant Anaethetist
Associate Medical Director Patient Safety
NHS Lothian
Educational Co-ordinator
Scottish Clinical Simulation Centre
Larbert, UK
Alistair May MBChB FRCA FCARCSI
Educational Co-ordinator
Scottish Clinical Simulation Centre;
Consultant in Anaesthesia
NHS Greater Glasgow and Clyde
Glasgow, UK
Michelle McKenzie Smith MSc
Senior Clinical Educator/Deputy Manager
Montagu Clinical Simulation Centre
Montagu Hospital
Mexborough, UK
Judy McKimm MBA, MA (Ed), BA (Hons), CertEd, DipH&SW, SFHEA, FAcadMed
Dean of Medical Education
Swansea University
Swansea, UK
Amit Mishra MBBS, BSc (Hons)
Honorary Research Fellow
Imperial College London
London, UK
Viren N. Naik MD Med FRCPC
Vice Chair Education;
Associate Professor
University of Ottawa
Ottawa, Canada
Jane P. Nicklin MA PGCE RODP
Clincal Skills Project Worker
Leeds Metropolitan University
Leeds, UK
Lanty O’Connor BA
Manager of Simulation Technologies
Northwestern University Feinberg School of Medicine
Chicago, USA
Doris Østergaard MD PhD
Associate Professor of Anaesthesiology
Danish Institute for Medical Simulation
Herlev University Hospital
Herlev, Denmark
Charlotte Ringsted MD, MHPE, PhD
Professor of Medical Pedagogy
Director of Centre for Clinical Education
University of Copenhagen and Capital Region
Copenhagen, Denmark
Martin Roberts MSc
Research Fellow
Institute of Clinical Education
Peninsula Schools of Medicine and Dentistry
Plymouth, UK
Jacob Rosenberg MD DSc FRCS FACS
Professor
Herlev Hospital
University of Copenhagen
Copenhagen, Denmark
Ann B. Sunderland RGN BSc (Hons) NPDip PGCHE MMedSci
Academic Lead for Simulated Practice and Clinical Skills;
Simulation Development Officer for Yorkshire and Humber
Leeds Metropolitan University
Leeds, UK
Jessica Janice Tang PhD
Research Psychologist
Imperial College London
London, UK
Jennifer M. Weller MD MClinEd MBBS FANZCA FRCA
Associate Professor
Head of Centre for Medical and Health Sciences Education;
Specialist Anaesthetist
University of Auckland
Auckland, New Zealand
Foreword
When a new scientific or technical advance begins everyone laughs at it, downplays its significance and applicability to progress or real-world application. Manuscript submissions to journals are rejected because reviewers and editors just don't ‘get it’. As the field matures these things abate, until everyone agrees that of course it makes sense and we knew it all along. Ultimately, of course, one of the best signs that a field is maturing – or has downright matured – is that textbooks on the topic appear. This book: Essential Simulation in Clinical Education, edited by Kirsty Forrest, Judy McKimm and Simon Edgar, is an interesting member of a new wave of textbooks on simulation in healthcare that is just coming on the market.
I am proud that two of the editors are from my own clinical field of anesthesiology – or given the British editors of this book, perhaps I should say ‘anaesthetics’. Many people ask why anesthesia professionals have had such a large role to play in simulation in healthcare, both in the early days (for me at least going back to the mid-1980s) and in the current period almost 30 years later? There are indeed several reasons, and I suspect the editors of this book would agree with them. First, anesthesia (excluding management of acute and chronic pain outside the operating theatre) is almost never therapeutic in itself; it is a means to facilitate needed surgery. Second, anesthesia is a very abnormal state for the human body – evolution didn't mean for people to be temporarily rendered unconscious, insensitive to pain, and paralyzed only to be restored to normalcy a few minutes or hours later. And, to date, nearly every form of making this happen is dangerous, and in fact can readily harm or even kill patients. This made anesthesia professionals very, very interested in patient safety, in minimizing risk, and in finding ways of training that best prepared the practitioners of this arcane art (as well as their coworkers in surgery) to handle all the kinds of adverse event that nature, or their own inevitable mistakes, might throw at them. Thus, surgery and anesthesia along with a host of other clinical domains, qualify as endeavors that I classify as being of ‘high intrinsic hazard’. Others in this class include aviation and spaceflight (evolution certainly didn't prepare human beings to travel in the air or outer space, and at least for the former, what goes up must come down), production of electricity via nuclear reactions, or military combat with increasingly long-range and lethal weaponry. All these other endeavors of high-intrinsic hazard adopted simulation as a core component of the initial and recurrent training of their personnel and teams. Thus, it should come as no surprise that anesthesia professionals facing similar problems were, and are, in the vanguard of leadership in clinical simulation, not only for our own fields of operative anesthesia and intensive care, but now extending to a whole host of clinical domains, for nearly all disciplines of healthcare personnel, at all levels of training and experience.
This book is interesting in part because it leans heavily on editors and authors from the UK, with a small set of authors from areas that were former British colonies, provinces, or dominions (the USA, although Chicago was not under British control, Canada, and New Zealand). Several authors are from Denmark – which Britain never ruled; instead the Great Danish Army conquered major parts of England in 865 ce, so it is perhaps only fitting that these authors also join this work. The authors include many very-well-known names in the world's pantheon of simulation experts. The UK has been a hotbed of simulation for many years, and the integration of simulation into some components of their healthcare system has outstripped that in many other parts of the world. Moreover, their take on simulation – while appropriately represented in the peer-reviewed literature – has not been thoroughly disseminated to the rest of the world (and certainly not to my side of “the pond”). The book is also interesting in covering the full panoply of simulation – as the editors put it in their introduction: overview, history, evidence, teaching learning and assessment, people, skills, the places, doing it (meaning actually conducting simulation, not the more colloquial connotation of the term), complete with some fascinating real-life examples, and some viewpoints on the future of clinical simulation. Hence it is with pleasure that I mark the publication of this book and hope that it will thoroughly teach and fascinate (and perhaps even once in a while astonish or exasperate?) its readers.
February, 2013
David M. Gaba, MD
Associate Dean for Immersive and Simulation-based Learning
Professor of Anesthesiology, Pain, and Perioperative Medicine
Stanford University School of Medicine
Co-Director, Simulation Center at VA Palo Alto Health Care System
Founding and current Editor-in-Chief, Simulation in Healthcare
Los Altos, California, USA
(a part of the country which was once under the rule of Spain, but never of Great Britain)
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CHAPTER 1
Essential simulation in clinical education
Judy McKimm1 and Kirsty Forrest2
1Swansea University, Swansea, UK; 2Australian School of Advanced Medicine, Macquarie University, Sydney, Australia
‘The use of patient simulation in all its forms is widespread in clinical education with the key aims of improving learners' competence and confidence, improving patient safety and reducing errors. An understanding of the benefits, range of activities that can be used and limitations of simulation will help clinical teachers improve the student and trainee learning experience.’ [1]
‘simulation is a technique, not a technology’ [2, p. 2]
Simulation in medical training has a long history, which started with the use of very basic models to enable learners to practice skills and techniques (e.g. in obstetrics). In spite of this early start, medical simulators did not gain widespread use in the following centuries, principally for reasons of cost and a reluctance to adopt new teaching methods. With advances in materials and computer sciences, a wide range of modalities have developed including virtual reality and high-fidelity manikins, often located in dedicated simulation centres. Chapter 2 describes these developments in detail, reminding us that the combination of increased awareness of patient safety, improved technology and increased pressures on educators have promoted simulation as an option to traditional clinical skills teaching. The chapter also defines and describes a classification for stimulation. Although a wide range of simulation activities exist, these are still often linked with specific medical specialities rather than ‘centrally’ managed or resourced. How simulation can best be supported in low-income countries, where the need is great but resources are not always available, is an issue still to be addressed. The impact of simulation on patient safety and health care improvements is still relatively under-researched although an evidence base is growing.
There is widespread agreement, supported by robust research, systematic reviews and meta-analyses, on what makes for effective simulation. This theme is further explored in Chapter 3, which considers the evidence base underpinning the widespread use of simulation-based training in undergraduate and postgraduate contexts, general and specialty-based curricula, and clinical and non-clinical settings. Simulation supports the acquisition of procedural, technical skills through repetitive, deliberate practice with feedback, and also supports the acquisition of non-technical skills, such as communication, leadership and team working. The evidence base for the former is more extensive and robust than for the latter, which has been identified as an area for further research. The value of embedding or integrating simulation within curricula or training programmes is highlighted, as is the benefit of a programmatic, interval-based approach to simulation. In addition, workplace-based simulation for established multiprofessional teams (when supported by the institution's leaders) is seen as effective way of embedding sustainable changes in practice.
Simulation is no different from many other forms of education and training: instructors or facilitators need to be skilled and knowledgeable about educational theory and how this relates to their teaching practice. As with any educational intervention, activities need to be designed to enable learners to achieve defined learning outcomes and meeting their own learning needs. However, simulation offers particular challenges to both facilitators and participants: it requires some suspension of disbelief; it may feel threatening, challenging and unsafe (particularly for experienced health professionals); and it requires skills in giving feedback, both ‘in the moment’ and through more structured debriefings. Chapter 4 considers some of the most relevant learning theories and educational strategies that help to provide effective training and overcome some of the inherent barriers to learning through simulation.
Providing high-quality educational experiences is vital if learners are to engage in simulation with all its challenges; however, assessment drives much of learning, and simulation has a huge role to play in ensuring that health professionals are fit, safe and competent to practise. In Chapter 5, the authors consider the important elements which contribute towards effective assessment of both technical and non-technical skills at all stages of education and training. As with any assessments, those using simulation should possess the attributes of reliability, validity, feasibility, cost-effectiveness, acceptability and educational impact. Assessments need to be integrated within the curriculum and within an overall assessment scheme which utilizes a range of methods. Simulation can provide opportunities for both formative (developmental) and summative (contributing to grade or score) assessments, although appropriate levels of fidelity and realism need to be selected based on the specific context. Well-designed simulation provides excellent opportunities for learners to receive timely and specific feedback from educators and real, virtual and simulated patients and so helps develop and hone clinical and communication skills. Simulation also enables those involved in assessment to consistently and reliably assess clinical performance by using increasingly sophisticated technology such as haptic trainers which incorporate internal metrics and can measure fine motor skills and give in the moment feedback, or combinations of simulations (such as simulated patients and part task trainers) which can assess complex clinical activities or team working.
A large number of checklists and global rating scales have been developed, tested and validated in various settings which give rise to both opportunities and challenges for educators. Chapter 5 describes some of the most widely used instruments. The ability to measure performance more consistently and reliably provides assurances for patients and the public that healthcare professionals are safe to practice. However, the more reliable simulated assessments become, the possibilities of using such assessments in selection, relicensing and performance management increase. For such assessments, and also for high-stakes ‘routine’ assessments, educators must be satisfied that the assessment instruments selected are appropriate and validated, that the personnel and equipment involved and scenarios chosen are appropriate and that all those involved in delivering the assessment (including standard setting, development of checklists, marking and giving feedback) are suitably trained.
Although the range and potential of simulation equipment and computer-based technologies seems almost infinite, without the continued involvement of trained, enthusiastic and skilled people, simulation education will not flourish and grow. Chapter 6 considers the recruitment, education, training and professional development of two of the main groups involved in simulation-based education: the educators or faculty, and simulated (or standardized) patients (SPs). As with any type of education, simulation facilitators (trainers, instructors or educators) need to be trained to teach, assess, give feedback and evaluate the effect of the education alongside other teachers on healthcare programmes. As a learning modality, simulation has some unique features in which teachers require development so that they can provide high quality educational experiences, such as using technical equipment and computers and working with simulated, real and virtual patients (Figure 1.1).
Figure 1.1 Teaching using simulation requires an ability to use technical equipment and be able to work with simulated, real and virtual patients. Photo by Laura Seul, copyright Northwestern Simulation.
The challenging nature of some simulation encounters also requires educators to be explicit about and adhere to high professional standards and values so as to maintain a safe atmosphere which encourages learning. Educators also need to be able to adopt a range of styles, such as an instructing style for novices learning a technical skill or a coaching or facilitative style for an expert group, and be proficient in techniques such as giving feedback and the debrief. Educators must also be credible, whether they are clinically qualified or not; this may mean acquiring new skills or knowledge or team teaching with clinical colleagues. In common with many areas of practice, professional standards of educators are now being widely adopted alongside increasing regulation and quality assurance. Educators therefore need to be aware of these changes and prepared to take a lifelong learning approach to their own development.
SPs have been widely used in both the teaching and assessment of health professionals and provide a valuable adjunct to involving both real and virtual patients. SP interaction with learners can vary from fairly minimal interaction with limited responses to a highly standardized and scripted encounter, in which the SP might have a lot of flexibility in how they respond to the learner. The role of SPs in providing timely and accurate feedback from the ‘patient's perspective’ is one of the key advantages of involving SPs. Many SPs are also trained as educators who can work unsupervised in both teaching and assessment situations. As with any involvement in education, it is important that SPs are selected, trained and supported in their role, particularly when they are involved in high-stakes assessments or in evaluating qualified doctors' performance. SPs have also been used as covert patients to evaluate health services and the practice of individual doctors. Although planning and managing an SP service is time-consuming and can be costly in the initial stages, experienced SPs can replace clinicians in both teaching and assessments, which can lead to more standardized experiences for learners and cost savings over time. Recent international developments include consideration of SP accreditation, standards and certification as part of a drive to ensure high-quality education and training.
Simulation takes place in a range of settings, but is probably most widely used and has had the most measurable impact in surgical settings, led by anaesthetists and surgeons. Taking an historical approach, Chapter 7 looks at surgical technical skills, highlighting some of the key drivers behind the introduction of simulation training and its impact on patient safety and error reduction. This chapter describes some of the key developments in developing and enhancing surgical skills. The need for further training and development via simulation training has been driven by the need to ensure higher standards of patient safety and error reduction; patient expectations of healthcare; the introduction of new operating procedures (such as laparoscopy); and technological advances (e.g. endoscopes, miniaturization of equipment and imaging technology). Technological advances have also enabled simulation to utilize different materials and harness computing power in the form of virtual reality simulators and other devices that facilitate and measure haptic (tactile) feedback in real time in order to ensure surgical technical skills are of a required standard. Such simulations enable doctors to improve operating techniques, particularly in the learning curve stage, when patients are deemed most at risk (Figure 1.2).
Figure 1.2 Simulations enable doctors to improve their operating techniques. Photo by Laura Seul, copyright Northwestern Simulation.
As the dividing line between surgeons, radiologists and other physicians becomes increasingly blurred with the more widespread use of minimally invasive procedures and interventional radiology, virtual reality simulators are being used to train a variety of health professionals. This brings its own challenges and opportunities. For example, as we are better able to measure fine response times and technique, simulation-based proficiency tests that incorporate ‘real-time’ pressures and stressors (as used in aviation and military settings) may well be used to discriminate between applicants for specific posts. If the use of simulation training and assessment expands, then new simulation centres may need to be established that can efficiently utilize resources, equipment and expertise to train and assess large numbers of doctors and other health professionals. This would require a ‘whole-system’ approach to simulation.
Chapter 8 considers and explores the training and development of non-technical (social and cognitive) skills and the way in which human factors impact on patient safety. In many high-risk industries, human factors have been shown to cause the majority of errors and often these are not due to lack of knowledge or inability to perform a technical skill, but due to lack of so-called ‘softer’ skills like team working, communication, leadership and decision-making. This chapter describes the development and implementation of Crew Resource Management (CRM) and behavioural marker systems to observe, assess and give feedback to individuals and teams. Examples are given of scenarios and details of each of the steps required in designing training in alignment with defined behavioural markers.
The healthcare team has been called the ‘cornerstone’ of health services, yet teamwork failures are widely viewed as a major contributor to adverse health outcomes and errors. Chapter 9 explores some of the reasons why this is the case and discusses how simulation-based team training (SBTT) delivered by trained instructors can help address some of the common issues concerning poor or ineffective communication and differing perceptions about the goals of healthcare, team roles and leadership. A number of models and strategies are discussed in the chapter, along with their application and relevance for training uni- and multiprofessional teams. These strategies focus on improving team performance through enhancing team cognition, developing shared mental models and problem-solving approaches, and facilitating team members to challenge the attitudes and perceptions of other professional groups. Structured observation charts that focus on assessing behaviours help instructors and team members to give more helpful feedback. Because most teams are multidisciplinary, SBTT should also aim to involve different professional groups, ideally in authentic work situations, both in the actual workplace and in simulation centres.
In many contexts, a dedicated simulation centre (whether established on a local or regional scale) is seen as an efficient and effective way of centralizing resources and expertise, particularly those around high-fidelity simulators or when large numbers of people are to be trained. For those involved in, or considering, establishing a simulation centre, Chapter 10 provides a highly detailed, step-by-step guide to all the factors that need to be considered. The authors draw from their own experience of running a large-scale simulation centre, providing many ‘hints and tips’ and ideas applicable to many contexts. Factors that need attention include securing initial and ongoing funding; determining training needs and the numbers of users of the centre; recruiting, training and retaining faculty; identifying the right equipment and ensuring that this is maintained well; providing high-quality training that is pedagogically sound that meets learners' (and funders') needs; and quality assuring all activities. Collaboration with key stakeholders is vitally important, especially to ensure sustainability of the centre and its activities, as is engagement with national and international simulation and clinical skills networks, whose members have wide expertise. At the operational level, administrative and technical staff are central to the effective and efficient delivery of training and maintenance of equipment and, as other writers have stressed, it is essential that simulation activities are embedded within curricula or training programmes so that learners gain the most benefit.
As health service and education budgets become increasingly constrained, many simulation groups are starting to explore more cost-effective solutions to delivering high-quality simulations away from dedicated simulation centres. Distributed simulation (DS) is one solution to these problems. Chapter 11 describes the work of the Imperial College London team in researching into the most effective ways of setting up effective ‘portable’ simulation activities in a range of settings and specialties. Working with a multidisciplinary team, the research group has drawn on the psychological theories of selective attention and applied these in the development of a range of DS models which can be applied in a variety of settings. This ‘selective abstraction’ is what makes DS so useful when resources are limited as only the most important features are used which help to generate a realistic scenario in any given context. Portability is achieved through the use of simple, user-friendly equipment for observing, recording, playback and debriefing, similar to that used in static simulation centres and practical, lightweight and easily transportable components which can be erected quickly by a minimal team. This gives the flexibility to recreate a range of clinical settings according to individual requirements.
DS could herald the way forward for future developments as it can provide a cost-effective, accessible and versatile approach to teaching and learning tailored to the needs of individual groups at the right level of fidelity. Although the preliminary exploration and validation work of the DS was conducted in a surgical setting with clinicians at different levels of experience and different surgical procedures, DS is now starting to be utilized in different hospital and community-based settings such as emergency medicine and, utilizing concepts such as sequential simulation, considering how to simulate care pathway modelling in different domains of medicine and support services. This has potential for widespread application in low income countries or contexts in which static, expensive simulation centres are unlikely to be established.
Although the context and nature of the simulation activity might vary, including the types of participants, the locality and the purpose of the training, it is essential that simulation education provides a safe environment in which participants can actually learn. Because simulation is often perceived as challenging and sometimes threatening, simulation educators need to pay close attention not only to the achievement of learning outcomes, but to the process of group dynamics and individuals' psychological safety. In Chapter 12, the authors take a structured approach to designing effective simulation education, considering each of the components of the simulation setting, and suggest ways in which educators can help support learners gain the most from the encounter. As we have mentioned, simulation educators need to utilize best practice from other areas of education, including small group facilitation skills, giving constructive feedback and defining clear learning outcomes. However, the simulation encounter also benefits from attention to specific elements such as scenario design and the structured debrief. Ensuring that participants are appropriately introduced to the scenario, the simulation context and the other people involved in the simulation is very important. Also important is setting ground rules and either using a structured approach to simulation design and delivery, such as the event-based approach to training (EBAT), or making sure that educators have the skills and expertise to deliver training on-the-fly. The chapter also discusses the use of confederates, moulage and audiovisual equipment and provides an in-depth guide to the use of the debrief as part of the provision of effective and useful simulation.
Chapter 13 introduces a fascinating insight into the practice of simulation ‘on the ground’ through a series of nine short, structured case examples of simulation teaching, learning and assessment activities in a range of different clinical settings with learners from various health professions at different stages of education and training. Examples are from Australia, the Netherlands, the USA, Africa and the UK, and from both primary and secondary care. Each worked example describes the background and context; what was done; the results and outcomes; take home messages; and hints and tips.
The case studies cover a range of topics and uses of simulation:
using the simulator Harvey™ to teach cardiologyassessing leadership skills in medical undergraduatesinterprofessional learning of airway managementa multicountry and multicultural study using simulation in emergency careclinical skills assessment of postgraduate paediatric traineesa national assessment programme for ‘doctors in difficulty’the use of incognito standardized patients in general practiceteam-based simulation for rural and remote practicetrauma team training in a university hospital.All the case studies demonstrate the importance of evaluating interventions so that practice can be improved. Evaluation needs to be not just of the simulation activity itself, but also aimed at improving health outcomes. The case studies also indicate the clear links between simulation, policy and practice and that simulation-based education needs to be located as near as possible to the workplace (at the very least to workplace needs and involving clinicians) and that interprofessional and multiprofessional working enhances the experience for all. The case studies also demonstrate the value of, and indeed the need for, collaboration: among professions, disciplines, organizations, teams and countries. Lessons learned and hints and tips provide valuable ideas for those developing and establishing simulation-based activities.
The final chapter comprises three sections. In each section the authors give their personal perspective on what they see as some of the key developments in simulation and how these will impact on future development and implementation.
The first section focuses on the use of simulation technologies, specifically in surgical training and education, to improve patient safety and reduce errors in the operating theatre and associated settings. Taking the concepts of a patient's and surgeon's journey, the section considers how simulation can help provide more seamless care as well as support the professional development of surgeons throughout their working lives. The use of virtual patients, three-dimensional high-definition holographic technology to simulate real patients' anatomy and physiology and team-based training will enable the surgical team to plan and deliver personalized optimum pre-operative, surgical and post-operative interventions, to practise complex skills and manoeuvres, and to rehearse strategies should complications arise (Figure 1.3). As technologies develop, the use of laparoscopic, miniaturized and robotic surgery will increase; thus surgeons will need regular updating, training and refreshment of skills and techniques. Selection (for general surgery or for sub-specialties) might also involve simulation once technologies can provide reliable, consistent and accurate estimation of performance. Simulated environments or worlds such as SecondLife™ will enable non-technical skills and activities (such as handover or discharge planning) to be practised safely using avatars (Figure 1.4). Over time, as part of the drive to reduce error and improve performance, ‘black box’ recorders might be placed in all theatres to measure and record real time performance.
Figure 1.3 Coronary angiography simulator (a) and screen shot (b). Courtesy of Jivendra Gosai, Hull Institute of Learning and Simulation.
Figure 1.4 Avatar example. Courtesy of Henry Fuller. http://secondlife6750.wordpress.com.
The second section takes a different look at simulation-based education and its role and place within a changing education and training context. Taking two main paradigm shifts in medical education, the shift from time-based to competency-based education and the move towards lifelong learning, the authors explore how simulation can help to support and drive these shifts. The move towards competency-based education is more goal oriented and requires deliberate practice and ongoing measurement and assessment of skills, both technical and non-technical, or competencies at all stages of training. To demonstrate mastery at defined levels, accurate, reliable assessments are needed. Simulation is well placed to help provide opportunities for deliberate practice, integration and mastery and assess defined competencies through formative and summative assessments without the need for practice on real patients all the time. This can help accelerate learning and skills, and thus move away from a time-based model of education towards one that acknowledges and is responsive to the needs and attributes of individual learners throughout life. To evaluate the high-level impact of simulation interventions, more scholarly research is required and educators need to be supported and equipped with the expertise and time needed to develop research, evaluation and writing skills. Medical education research units that are populated with qualified and experienced educators can support education scholarship by collaborating with and mentoring clinician educators. The importance of gathering the right evidence to evaluate interventions is highlighted, and the Kirkpatrick evaluation hierarchy is cited as helping guide the rationale for education interventions and the quality and impact of teaching innovations.
The final section considers the future of training in simulation through consideration of three interlinked elements: curriculum integration, resources and faculty development. As many writers have emphasized, simulation needs to be integrated within a curriculum or programme to enable learners to achieve defined learning outcomes. It is suggested that simulation should be thought of not just as a method of learning or assessing ‘content’, but as significantly influencing the content of the curriculum. Through engagement with simulation activities, educators from many disciplines (e.g. psychology, anthropology, computer and materials sciences, as well as biomedical scientists and clinicians) have together co-created curricula and learning interventions that would not have been considered possible decades ago. A vision for the future of simulation training is of groups of healthcare workers coming together to rehearse and practice and prepare for the introduction of new clinical challenges or new protocols or ways of safely implementing new practices. Faculty development will also continue to be informed by simulation through involvement of multiple stakeholders including those from performing arts, psychology and business.
In common with all areas of education, increasing constraints on resources mean that educators and managers have to provide robust evidence of value for money and efficiency. As well as essential resources such as time, space, administrative and practical support, simulation activities require specialised (and often expensive) equipment and technology. Many developments have only been made possible because of close collaboration between simulation users, commissioners, manufacturers and even regulators. In the future this will require more robust mechanisms to ensure that the resources required for investment are likely to bring about a significant return and that transparent and meaningful quality assurance mechanisms are established. It is also important to ensure that resources are focused towards areas of need, such as low-income countries, where well-designed simulation can have great impact. The final challenge highlighted is that of continuing to develop and understand the theoretical basis that underpins simulation-based education and devise models and explanatory frameworks that can be used in scholarly practice and research. Taking a programmatic approach to this work through international collaboration provides the best way forward to ensure simulation-based education trains and prepares health professionals to deliver safe, high-quality healthcare and meet tomorrow's global challenges.
References
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CHAPTER 2
Medical simulation: the journey so far
Aidan Byrne
Cardiff University, Cardiff, UK
Many great ideas are ignored or dismissed only to be rediscovered at a future date with better understanding and acceptance [2, p. 157].
Simulation has been defined as:
The technique of imitating the behaviour of some situation or process (whether economic, military, mechanical, etc.) by means of a suitably analogous situation or apparatus, especially for the purpose of study or personnel training [3].
