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Mary Seabrook

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Beschreibung

How to Teach in Clinical Settings is a practical guide to support all doctors wishing to develop their skills in clinical teaching and supervision.

It provides hands on strategies to address common problems such as giving critical feedback effectively and teaching mixed-level groups. It gives guidance on the particular challenges of teaching in clinical settings including the need to manage teaching with service provision, to engage patients, motivate students, and to judge the balance of support and independence appropriate for each trainee.

How to Teach in Clinical Settings is invaluable for all doctors involved in teaching and training at any stage of their career. It is also useful and accessible to medical students who increasingly need to consider and develop their own teaching skills as part of their career progression.

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Seitenzahl: 191

Veröffentlichungsjahr: 2013

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Table of Contents

Title Page

Copyright

Acknowledgements

Introduction

Reference

Chapter 1: Creating an effective learning environment

Practical ways to create an environment conducive to learning

Design of clinical placements

The teaching climate

What makes a good clinical teacher?

Involving patients in teaching

Involving other disciplines in teaching

Some principles of effective clinical teaching

Useful strategies for clinical teaching

Five tips for clinical teaching which do not take time or money

References

Chapter 2: Teaching in clinical contexts

Teaching on ward rounds

Handover meetings, board rounds and bench rounds

Bedside teaching

Teaching in clinics

Teaching the interpretation of images/specimens

Teaching in theatre

Teaching practical skills

On-call/remote teaching

Teaching patients

Teaching other disciplines

Further reading on clinical teaching

References

Chapter 3: Workplace-based assessment and feedback

The workplace-based assessments/supervised learning events

Giving feedback

Further reading on assessment and feedback

References

Chapter 4: Common problems in clinical teaching

Balancing teaching and service demands

Pitching teaching at the right level

Dealing with complaints and clinical incidents

Ad hoc teaching

Teaching people at different levels together

Teaching older or more experienced colleagues

Engaging the quiet or reluctant learner

The difficult consultation

Teaching multiple students

Teaching trainees with no interest in your speciality

References

Chapter 5: Next steps

Developing as a teacher

Evaluating your teaching

Useful resources

Appendix

Index

This edition first published 2014 © 2014 by John Wiley & Sons, Ltd.

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For details of our global editorial offices, for customer services and for information about how to apply for permission to reuse the copyright material in this book please see our website at www.wiley.com/wiley-blackwell

The right of the author to be identified as the author of this work has been asserted in accordance with the UK Copyright, Designs and Patents Act 1988.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, except as permitted by the UK Copyright, Designs and Patents Act 1988, without the prior permission of the publisher.

Designations used by companies to distinguish their products are often claimed as trademarks. All brand names and product names used in this book are trade names, service marks, trademarks or registered trademarks of their respective owners. The publisher is not associated with any product or vendor mentioned in this book. It is sold on the understanding that the publisher is not engaged in rendering professional services. If professional advice or other expert assistance is required, the services of a competent professional should be sought.

The contents of this work are intended to further general scientific research, understanding, and discussion only and are not intended and should not be relied upon as recommending or promoting a specific method, diagnosis, or treatment by health science practitioners for any particular patient. The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation any implied warranties of fitness for a particular purpose. In view of ongoing research, equipment modifications, changes in governmental regulations, and the constant flow of information relating to the use of medicines, equipment, and devices, the reader is urged to review and evaluate the information provided in the package insert or instructions for each medicine, equipment, or device for, among other things, any changes in the instructions or indication of usage and for added warnings and precautions. Readers should consult with a specialist where appropriate. The fact that an organization or Website is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Website may provide or recommendations it may make. Further, readers should be aware that Internet Websites listed in this work may have changed or disappeared between when this work was written and when it is read. No warranty may be created or extended by any promotional statements for this work. Neither the publisher nor the author shall be liable for any damages arising herefrom.

Library of Congress Cataloging-in-Publication Data

Seabrook, Mary, 1960- author.

How to teach in clinical settings / Mary Seabrook.

p. ; cm.

Includes bibliographical references and index.

ISBN 978-1-118-62093-9 (pbk.)

I. Title.

[DNLM: 1. Education, Medical. 2. Teaching— methods. 3. Clinical Competence. 4. Learning. W 18]

R834.5

610.71— dc23

2013029215

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 design by Meaden Creative

Acknowledgements

Thanks to the following people who have assisted with providing examples, reviewing draft material or other support:

Amrit Sachar, Stephanie Strachan, Catherine Bryant, Adam Chambers, Fahmida Chowdhury, Nicholas Culshaw, Yaya Egberongbe, Jeban Ganesalingham, Richard Gummer, Deepak Joshi, Diana Kelly, TJ Lasoye, Mary Lawson, Heidi Lempp, Thomas Lloyd, Camilla Kingdon, Deepti Radia, Catherine Scrymgeour-Wedderburn, Alex Seabrook, Matt Staff, Nishanthan Srikanatha, Rosalinde Tilley and Alan Taylor. I am also indebted to all the doctors and colleagues I have worked with over the years.

Special thanks to Helen Graham and Rachael Morris-Jones for inspiring me.

Introduction

Traditionally, learning to become a doctor has been an apprenticeship, with students and junior doctors working alongside practising clinicians and gradually taking on more responsibility for patient care. In recent years, the nature of the apprenticeship has changed: in many places, the master–apprentice relationship has become less prominent and junior doctors now work within wider teams of colleagues. At the same time, there has been an increased formalisation of training with the development of curricula that specify what is expected at each stage. There has also been more emphasis on providing regular, structured teaching, which tends to take place away from immediate clinical demands.

Nothing, however, can replace the centrality of ‘on-the-job’ learning because assessing and managing patients requires so much more than can ever be taught in a lecture theatre. Over 100 years ago, William Osler said that

To study the phenomena of disease without books is to sail an uncharted sea, while to study books without patients is not to go to sea at all [1].

In a clinical environment, people, often unconsciously, take in the sights, smells, sounds, the way in which the team works and decisions are made—multiple facets and subtle nuances of practice that can only be learnt on the job. Doctors often call this ‘learning by osmosis’ and, although much can be learnt in this way, learning can be greatly enhanced by good supervision.

Individual supervisors can make a real difference, but face conflicting demands as clinical environments have become increasingly pressurised. Greater bureaucracy, busier clinics, less time with patients and targets focused on clinical work rather than education, all make finding time for teaching challenging.

This book aims to help medical teachers/supervisors at whatever stage—from students to consultants—to explore different ways in which to help others learn. It is designed primarily as a practical manual, providing examples of hands-on strategies that can be used in daily supervision and teaching. These have been gathered from first-hand observation or reports of effective teaching provided by students and doctors. The content is underpinned by educational theory and evidence, but references and theoretical explanations are kept to a minimum as there are many existing books that cover this material (see Further Reading sections).

The book is divided into five chapters:

1. Creating an effective learning environment.
2. Teaching in clinical contexts: strategies suitable for teaching during routine clinical work and for teaching patients and other disciplines.
3. Workplace-based assessment and feedback: effective ways to use the current tools.
4. Common problems in clinical teaching: guidance on issues such as teaching multiple students and pitching teaching at the right level.
5. Next steps: suggestions for further developing your teaching.

Not everything will be relevant to everyone, but there should be something for all. Some suggestions may seem idealistic, but the contexts in which doctors teach vary enormously, so select what is appropriate to your context. The book was written for doctors in hospital and community trusts, but some sections may also be relevant to general practitioners or other disciplines.

Some ideas or information relate specifically to students (undergraduates), others to trainees (postgraduates) and some to both (learners). Teachers and supervisors refer to those in a teaching or supervisory role, whatever their level of seniority.

Each chapter has a number of sections containing some or all of the following:

General principles of teaching relevant to particular clinical settings.
Useful strategies: drawn from good practice observed by the author or described by medical students or doctors.
Vignettes: practical examples of teaching and learning, chosen to illustrate specific points.
Quotes: from famous people about education.
Teachers' and learners' comments: views from the shop floor (sometimes paraphrased).
Challenges and thinking points: designed to help you explore key issues and apply ideas to your own teaching.
Discussions: commenting on the challenges and thinking points.
Theories of learning: a few theories of particular relevance are included.
Further reading: a personal selection of recommended articles and books.

This book is designed as a resource for teachers to dip into for ideas and inspiration—hopefully helping to expand their repertoire of approaches and understanding of effective teaching and learning.

Reference

[1] Osler W. Aequanimitas: with other addresses to medical students, nurses and practitioners of medicine. Philadelphia: P. Blakiston's Son & Co; 1906. p. 220.

Chapter 1

Creating an effective learning environment

The clinical environment can be an exciting and, at the same time, daunting place in which to learn. Students entering clinical placements have to adjust to learning in a work environment, where, unlike at school or college, their learning is not the organisation's primary goal. They are usually enthused by the prospect of clinical work but feel that they lack a genuine role or place in the team. They may need help to learn how to gain access to patients and find learning opportunities.

So what determines how much people learn in workplace settings such as hospitals and general practices?

A study of learning at work found three main factors (Table 1.1).

Table 1.1 Main factors affecting learning at work [1]

Factor

Examples

1. Characteristics of the learner

Confidence, motivation, capability, prior knowledge(This is probably the most important factor, accounting for about 50% of variance in learning.) [2]

2. The immediate work culture

Level of challenge and responsibility, quality of supervision/management, emotional support, learning climate, pressures and priorities

3. The broader context

The career structure, appraisal systems, working hours, training policies

Depending on your role, you may be able to impact on different areas. Most people find it quite easy to teach a motivated, competent and appropriately confident student or trainee. However, what if a trainee appears uninterested or lacking basic clinical skills? Someone in a pastoral role such as an educational supervisor or a personal tutor could address areas such as a learner's confidence and motivation. They might also help learners to set goals for developing their clinical skills, with teachers at all levels providing opportunities for practice and feedback.

Someone with a more strategic role such as a course organiser or training programme director may have some influence on the broader context, for example, ensuring that learners have adequate time for private study in their timetable.

Those supervising learners on a daily basis (often students or trainees at the next level up) will probably have most influence on their immediate conditions of work, such as the climate for learning and the type of work in which they are engaged. These aspects (which are addressed in the next two sections) are important, and sometimes underestimated, although not by Albert Einstein, who is reported to have said

I never teach my pupils; I only attempt to provide the conditions in which they can learn [3].

Thinking point
Can you remember your early clinical placements as a student or newly qualified doctor? What were your first impressions? What messages did you receive about how easy or difficult learning would be? What, if anything, would have made you feel more ready and able to learn? What do you think is the optimum climate for learning?
Discussion
Most doctors will have had mixed experiences. Learners report positive aspects such as supportive teams, effective, approachable teachers and constructive feedback, and difficulties such as unstable or incomplete teams, lack of patient continuity and teaching by humiliation [4–6]. Views on the ideal learning climate also vary, both individually and between specialties. Some favour a supportive environment. Others believe that exposing learners' deficiencies publicly is necessary to protect patients, maintain standards and prepare doctors for the demands of their working lives [7]. Evidence from relevant research studies follows.

Factors identified by medical students as influencing the effectiveness of placements at a large teaching hospital are shown in Table 1.2. Trainees mention similar helpful characteristics: a study of resident medical officers in Australia identified eight elements of a placement contributing to professional development (Table 1.3).

Table 1.2 Medical students' experiences of clinical placements [6]

What students found helpful

What students found difficult

Feeling valued within the team

Feeling in the way

Being made to feel useful

Being ignored

Having a forum to discuss their ideas where they will not be laughed at

Being talked over and not having things explained to them

Friendly, accessible and approachable staff

Not being able to contribute to patient care

Staff who want to teach

A pattern of teachers being late or cancelling planned teaching

Lots of practical experience and exposure

Hanging around waiting for opportunities

Doctors being interested in what they are doing

Lack of induction—learning by getting things wrong

Expectations being made explicit

Table 1.3 Elements of the clinical environment perceived by trainees as contributing to learning

Element

Description

Autonomy

Responsibility for patient care

Supervision

Guidance and direction from senior medical colleagues

Social support

Being accepted, recognised and valued within the team

Workload

Balance between service and professional development

Role clarity

Clarity of expectations about what should be done and achieved

Variety

Diversification of the work

Orientation to learning and teaching

Emphasis on learning and development and availability of learning activities

Orientation to general practice

Attention given to learning requirements relevant to general practice

Adapted from [8] with permission from Taylor & Francis Ltd.

Both studies highlight the importance of clear expectations, opportunities for practical experience and the exercise of responsibility. They also agree on the need for a social climate in which learners feel accepted and valued. These findings are supported by a major review of educational research which found that expert teachers respect students, both as learners and as people, showing care and commitment for them [2]. The optimal educational climate is described as one ‘where error is welcomed, where student questioning is high, where engagement is the norm’ [2].

In a clinical context, error would not be welcomed, but it is safer for patients if the climate is sufficiently open that learners are not afraid to ask questions or admit mistakes or weaknesses [9, 10]. It is easy for senior doctors to forget how scary they can seem to those lower down the hierarchy! At the same time, a culture of high expectations is important, with teachers demonstrating high standards themselves and expecting the same of their learners [11].

Practical ways to create an environment conducive to learning

Aim for a combination of challenge (setting goals and tasks which are demanding but achievable) and support (providing advice, encouragement and feedback to enable goals to be met). Practical things you can do include the following.

Before students/trainees arrive

Send a welcome letter/e-mail to let them know where and when to come and what to bring.

You may want to suggest how they could prepare for their placement, for example, relevant reading.

On arrival

Make them feel welcome/part of the team: remember and use their name;show a personal interest, for example, finding out more about their previous jobs, travel to work, spare time activities;find somewhere that they can meet, put things, access resources.
Orientate them (Box 1.1): introduce them to key colleagues;provide a proper induction, including written information;show them where to find and how to use relevant equipment or protocols;advise them how to learn—for example, what questions to ask themselves about patients, what to do when clinicians are late or do not arrive for teaching, how to focus their reading;direct them to relevant Intranet pages—ask current/past students to develop a list of useful resources which can be continuously modified by new trainees;tell them good times to contact you and how to do so (Box 1.2).
Clarify expectations: explain what they can expect from the rotation, and perhaps what they cannot;explain the behaviour and standards you expect from them (e.g. dress code, punctuality, when/how to report back on patients);negotiate specific learning objectives;ask trainees/students from a previous rotation to advise them on working in the team—they will tend to tap into the things that newcomers want to know.
Box 1.1 Planning for new trainees
Mr. Jones, a colorectal surgeon, always takes a week's holiday in the first week of August. This means that there are fewer inpatients, so it is a quieter period during which the new trainees can become acquainted with the wards and get to know their colleagues before the normal busy routine resumes.
Conversely Dr. Payne in A&E ensures that there is good consultant cover during the first week of a new group of trainees. This allows them to provide induction training and close supervision of trainees during their early days in post.
Box 1.2 Addressing a problem
A consultant received feedback that she was not considered accessible by junior colleagues. She decided to nominate 1 hour a week where she would be in her office and juniors were invited to drop in with any queries. This worked well for her and the trainees.

During the placement

introduce them to patients from whom they can learn;

be aware of curricular requirements (Box 1.3);

provide feedback and open discussion of cases in which they are involved;

periodically check how they are getting on and any problems they are having;

provide a structured teaching programme covering common diseases/problems, with arrangements to cover clinical duties so that they can attend;

give sufficient time for ward-based teaching;

include them in team social events;

adapt your teaching to the differing levels and needs of individuals;

recognise when they are struggling and provide support—personal or professional.

Box 1.3 A novel approach to sign-offs?
A group of students met a consultant for bedside teaching. The consultant took all their log books, immediately ticked and signed all the relevant sections and then told them that anyone who wanted to could now leave. No one did.
Whilst this method is not recommended, by signing everyone off, the consultant diverted the students' attention away from their log books, and allowed them to focus on the learning. How else could you achieve this?

These strategies should help newcomers to settle in and start to learn quickly and effectively.

Design of clinical placements

This section is most relevant to teachers who are in a position to influence students' or trainees' timetables.

Most learning at work arises not from formal teaching but from the challenges posed by the work itself, such as solving problems and interacting with colleagues and patients [1].

Thinking point
Does this reflect your experience? Think of times when you learnt a lot and those when you learnt less. What factors enhanced/inhibited learning?
Discussion
Many doctors remember being on call as a prime time for learning because they had to take decisions and bear the consequences, albeit sometimes in difficult and stressful circumstances. Acting up for more senior colleagues also provides a sharp learning curve.

In an apprenticeship, the development of expertise depends primarily on the quantity and quality of learning opportunities inherent in the work. So the type and scope of work in which learners are engaged and the level of responsibility they assume are important.

Learners will naturally increase their expertise fastest in relation to the conditions and stages of care that they see most commonly. So a useful question to ask about any placement is

Are the types and numbers of patients to which trainees are exposed, and the stages at which they are involved, in line with the objectives of their training?

Placements are not always well matched to the stage of the learner, for example,

Students or junior trainees are sometimes placed in highly specialised teams—opportunities which may be better suited to specialist trainees.

Trainees may be busy on the wards, learning a lot about day-to-day management of patients but missing opportunities to learn about diagnosis, surgical interventions or long-term management.

These situations often occur because of service pressures, difficulty in finding placements or the increasingly specialised nature of health care. It is often argued that trainees will learn generic skills such as history taking or examination skills, although the evidence suggests that such skills are not easily transferable from one situation to another [12]. For example, taking histories from patients with anorexia does not prepare you for taking histories from patients with anaemia or even with another psychiatric condition because they rely on different underpinning knowledge bases.

Thinking point
Consider the timetable that your trainees work. Where are their learning opportunities focused? Are they seeing enough patients? Is the case mix appropriate? Are they seeing patients at different stages of care? Are they learning the skills and knowledge they need?
Where are the gaps? What other experiences would they benefit from? How could you improve their exposure?
Consider the same questions for your students.
Discussion
Ways in which some supervisors have addressed a mismatch between the timetable and learners' objectives include
alerting learners to interesting patients whom they would otherwise miss;facilitating attendance at clinics or theatre sessions;organising swaps between trainees working in different contexts;considering progression during the placement, for example, getting trainees to attend extra or different clinics/lists as they progress,take on extra roles or responsibilities;encouraging the use of study days to enhance clinical exposure (e.g. through out of placement attachments), not just for courses or private study;focusing formal teaching on recognised gaps in clinical exposure.

Continuity between learners, teachers and patients