January 19, 2023 · 9:00 am

Not Every Simulation Scenario Needs to Have a Diagnostic Mystery!

It is quite common to mistakenly believe that there needs to be a diagnostic mystery associated with a simulation scenario. This could not be further from the truth.

Sometimes it arises from our clinical hat being confused with our educator hat (meaning we let our view of the actual clinical environment become the driving factor in the design of the scenario.) We must carefully consider the learning objectives and what we want to accomplish. One of the powerful things about simulation is that we get to pick where we start and where we stop, as well as the information given or withheld during the scenario.

Let us take an example of an Inferior Wall Myocardial Infarction (IWMI). Let us imagine that we desire to assess a resident physician’s ability to manage the case. Notice I said to manage the case, not diagnose, then manage the case. This has important distinctions on how we would choose to begin the scenario. If the objectives were to diagnose and manage, we might start the case with a person complaining of undifferentiated chest pain and have the participant work towards the diagnosis and then demonstrate the treatment. Elsewise, if we were looking to have them only demonstrate proficiency in the management of the case, we may hand them an EKG showing an IMWI (or maybe not even hand them the EKG) and start the case by saying, “your patient is having an IWMI” and direct them to start the care.  

What is the difference? Does it matter?

In the former example of starting the case, the participant has to work through the diagnostic conundrum of undifferentiated chest pain to come up with the diagnosis of IWMI. Further, it is possible that the participant does not arrive at the proper diagnosis, in which case you would not be able to observe and assess them in the management of the case. Thus, your learning objectives have become dependent on one another. By the way, there’s nothing wrong with this as long as it is intended. We tend to set up cases like this because that is the way that the sequencing would happen in the actual clinical environment (our clinical hat interfering). However, this takes up valuable minutes of simulation, which are expensive and should be planned judiciously. So, my underlying point is if you deliberately are creating the scenario to see the diagnostic reasoning and treatment, then the former approach would be appropriate.

The latter approach, however, should be able to accomplish the learning objective associated with demonstrating the management of the patient. Thus, if that is truly the intended learning objective, the case should be fast-forwarded to eliminate the diagnostic reasoning portion of the scenario. Not only will this save valuable simulation time it will also conceivably lead to more time to carefully evaluate the treatment steps associated with managing the patient. Additionally, it will eliminate the potential of prolonged simulation periods that do not contribute to accomplishing the learning objectives and/or get stuck because of a failure to achieve the initial objective (in this case, for example, the diagnosis.)

So, the next time you make decisions in the scenario’s design, take a breath and ask yourself, “Am I designing it this way because this is the way we always do it? Am I designing it this way because this is the way it appears in the real clinical environment?”

The important point is that one is asking themselves, “How can I stratify my design decisions so that the scenario is best crafted to accomplish the intended learning objectives?” If you do, you will be on the road to designing scenarios that are efficient and effective!

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August 30, 2022 · 10:40 am

Sherlock Holmes and the Students of Simulation

I want to make a comparison between Sherlock Holmes and the students of our simulations! It has important implications for our scenario design process. When you think about it, there’s hypervigilance amongst our students, looking for clues during the simulation. They are doing so to figure out what we want them to do. Analyzing such clues is like the venerable detective Sherlock Holmes’s processes when investigating a crime.

Video version of this post

This has important implications for our scenario design work because many times, we get confused with the idea that our job is to create reality when in fact, it is not that at all our job. As simulation experts, our jobs are to create an environment with the reality that is sufficient to allow a student to progress through various aspects of the provision of health care. We need to be able to make a judgment and say, “hey, they need some work in this area,” and “hey, they’re doing good in this area.”

To accomplish this, we create facsimiles of what they will experience in the actual clinical environment transported into the simulated environment to help them adjust their mindset so they can progress down the pathway of taking care of those (simulated) patient encounters.

We must be mindful that during the simulated environment, people engage their best Sherlock Holmes, and as the famous song goes, [they are] “looking for clues at the scene of the crime.”
Let’s explore this more practically.

Suppose I am working in the emergency department, and I walk into the room and see a knife sitting on the tray table next to a patient. In that case, I immediately think, “wow, somebody didn’t clean this room up after the last patient, and there’s a knife on the tray. I would probably apologize about it to the patient and their family.”

Fast forward…..

Put me into a simulation as a participant, and I walk into the room. I see the knife on the tray next to the patient’s bed, and I immediately think, “Ah, I’m probably going to do a crich or some invasive procedure on this patient.”

How does that translate to our scenario design work? We must be mindful that the students of our simulations are always hypervigilant and always looking for these clues. Sometimes when we have things included in the simulation, we might just have there as window dressing or to try to (re)create some reality. However, stop to think they can be misinterpreted as necessary to be incorporated into the simulation by the student for success in their analysis.

Suddenly, the student sees this thing sitting on the table, so they think it is essential for them to use it in the simulation, and now they are using it, and the simulation is going off the tracks! As the instructor, you’re saying that what happened is not what was supposed to happen!

At times we must be able to objectively go back and look at the scenario design process and recognize maybe just maybe something we did in the design of the scenario, which includes the setup of the environment, that misled the participant(s). If we see multiple students making the same mistakes, we must go back and analyze our scenario design. I like to call it noise when we put extra things into the simulation scenario design. It’s noise, and the potential for that noise to blow up and drive the simulation off the tracks goes up exponentially with every component we include in the space. Be mindful of this and be aware of the hypervigilance associated with students undergoing simulation.

We can negate some of these things by a good orientation, by incorporating the good practice into our simulation scenario design so that we’re only including items in the room that are germane to accomplishing the learning objectives.

Tip: If you see the same mistakes happening again and again, please introspect, go back, look at the design of your simulation scenario, and recognize there could be a flaw! Who finds such flaws in the story?  Sherlock Holmes, that’s who!

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June 6, 2022 · 12:05 pm

5 Tips to Improve Interrater Reliability During Healthcare Simulation Assessments

One of the most important concepts in simulation-based assessment is achieving reliability, and specifically interrater reliability. While I have discussed previously in this blog every simulation is assessment, in this article I am speaking of the type of simulation assessment that requires one or more raters to record data associated with the performance or more specifically an assessment tool.

Interpreter reliability simply put is that if we have multiple raters watching a simulation and using a scoring rubric or tool, that they will produce similar scores. Achieving intermittent reliability is important for several reasons including that we are usually using more than one rater to evaluate simulations over time. Other times we are engaged in research and other high stakes reasons to complete assessment tools and want to be certain that we are reaching correct conclusions.

Improving assessment capabilities for stimulation requires a significant amount of effort. The amount of time and effort that can go into the assessment process should be directly proportional to the stakes of the assessment.

In this article I offer five tips to consider for improving into rate of reliability when conducting simulation-based assessment

1 – Train Your Raters

The most basic and overlooked aspect of achieving into rate and reliability comes from training of the raters. The raters need to be trained to the process, the assessment tools, and each item of the assessment that they are rendering an opinion on. It is tempting to think of subject matter experts as knowledgeable enough to fill out simple assessments however you will find out with detailed testing that often the scoring of the item is truly in the eye of the beholder. Simple items like “asked medical history” may be difficult to achieve reliability if not defined prior to the assessment activity. Other things may affect the assessment that require rater calibration/training such as limitations of the simulation, and how something is being simulated and/or overall familiarity with the technology that may be used to collect the data.

2 – Modify Your Assessment Tool

Modifications to the assessment tool can enhance interrelated reliability. Sometimes it can be extreme as having to remove an assessment item because you figure out that you are unable to achieve reliability despite iterative attempts at improvement. Other less drastic changes can come in the form of clarifying the text directives that are associated with the item. Sometimes removing qualitative wording such as “appropriately” or “correctly” can help to improve reliability. Adding descriptors of expected behavior or behaviorally anchored statements to items can help to improve reliability. However, these modifications and qualifying statements should also be addressed in the training of the raters as described above.

3 – Make Things Assessable (Scenario Design)

An often-overlooked factor that can help to improve indurated reliability is make modifications to the simulation scenario to allow things to be more “assessable”. We make a sizable number of decisions when creating simulation-based scenarios for education purposes. There are other decisions and functions that can be designed into the scenario to allow assessments to be more accurate and reliable. For example, if we want to know if someone correctly interpreted wheezing in the lung sounds of the simulator, we introduced design elements in the scenario that could help us to gather this information accurately and thus increase into rater reliability. For example, we could embed a person in the scenario to play the role of another healthcare provider that simply asks the participant what they heard. Alternatively, we could have the participant fill out a questionnaire at the end of the scenario, or even complete an assessment form regarding the simulation encounter. Lastly, we could embed the assessment tool into the debriefing process and simply ask the participant during the debriefing what they heard when I auscultated the lungs. There is no correct way to do this, I am trying to articulate different solutions to the same problem that could represent solutions based on the context of your scenario design.

4 – Assessment Tool Technology

Gathering assessment data electronically can help significantly. When compared to a paper and pencil collection scheme technology enhanced or “smart” scoring systems can assist. For example, if there are many items on a paper scoring tool the page can sometimes become unwieldy to monitor. Electronic systems can continuously update and filter out data that does not need to be displayed at a given point in time during the unfolding of the simulation assessment. Simply having previously evaluated items disappear off the screen can reduce the clutter associated with scoring tools.

5 – Consider Video Scoring

For high stakes assessment and research purposes it is often wise to consider video scoring. High stakes meaning pass/fail criteria associated with advancement in a program, heavy weighting of a grade, licensure, or practice decisions. The ability to add multiple camera angles as well as the functionality to rewind and play back things that occurred during the simulation are valuable in improving the scoring accuracy of the collected data which will subsequently improve the interrater reliability. Video scoring associated with assessments requires considerable time and effort and thus reserved for the times when it is necessary.

I hope that you found these tips useful. Assessment during simulations can be an important part of improving the quality and safety of patient care!

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Thanks and until next time! Happy Simulating.

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November 24, 2021 · 3:21 pm

Adjuncts to Enhance Debriefing

I wanted to discuss some ideas of using adjuncts as part of your debriefing.

When we think about debriefing, we often think about a conversation between faculty member or members and participants of simulation with a focus on everyone developing an understanding of what they did right as well as what they need to improve upon.  We rarely think about the possibility of including other “things” to enhance the learning that comes from the debriefing.

I tend to incorporate adjuncts into a many of the debriefings associated with courses that I design.  What I mean is things that added into the debriefing process/environment that can enhance the discussion.  Sometimes with deliberate purpose, and other times just to mix it up a little bit so that it is not just a dialogue between the participants and the faculty.  It may be something technical, it may be something as simple as a paper handout.

Simple Task Trainer as an Adjunct

Some ideas of adjuncts include PowerPoint slide deck or a few targeted slides that help to review a complex topic, one that requires a deeper understanding, or a subject that benefits from repetition of exposure.  Another type of adjunct is the simulator log file which can help set the stage for the debriefing and create a pathway of discussion that chronologically follows what happened during the simulation.  Another adjunct could be a partial task trainer or a model that helps to describe or demonstrate something.  For example, the students forgot to do a jaw-thrust or open the airway.  We can use a task trainer, or a teaching aide incorporated into the discussion during the debriefing.  

Example of an Algorithm Poster on the Wall

Other things that I use are charts, graphs, and algorithms that may represent best practices.  When I debrief during my difficult airway management course for physicians, I have the algorithm up on the wall hanging as a poster.  We use the algorithm posters as a pathway to compare the performance of the participants of the simulation with what the ideal case would be.  You can use the adjunct learning aid as a reference to standards.  This can help you to take yourself out of the direct argument of right vs. wrong.  This allows use of the adjunct as a third-party messenger of a reference to best practices excellence when I have the participants compare their performance against what appears on the algorithm.  This allows them to discover their own variations from the expected standard.  It tends to create powerful learning moments without the faculty having to be “the bearer of bad news!”

I think that if you start to strategically think about how to incorporate adjuncts into your debriefing you will find the students are more satisfied with the debriefing.  It also increases the stickiness of the learning and creates a more enjoyable experience for the faculty member as well as the participants.  Try it!  It does not have to be fancy!

Thanks, and as always,

Happy Simulating!

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September 21, 2021 · 4:28 pm

Five Tips for Creating Hybrid Curricula for Simulation Based Learning

For the purposes of this discussion, we will assume that hybrid curriculums in simulation combine online educational materials in advance of on-site activities involving (in person) simulation into one curriculum.  

Why Hybrid?

There are things that we want the student to obtain knowledge on from a perspective of knowing things, or cognitively loading, for an upcoming education event. This often lends itself to carefully created on-line course work.

The in-person side of the equation is best used for when we want to see people doing things, particularly doing things with an understanding of the knowledge that they had already studied during the pre-work described above.  Combining these two facets, or hybrid learning, are some of the most efficient and effective designs for simulation programs.

Accompanying Video Discussion

Advantages

It allows students to be fully prepared from a knowledge perspective before the simulation encounters. This will allow you to conduct your simulation encounters at a much higher level by “raising the tide” of the knowledge of the learners in advance.  Such a design can potentially reduce unnecessary (costly) time in the simulation center. It also allows for students to assimilate the knowledge portion of your program at their own pace on their own time. Further, it helps to set the expectations of what the learners will need to incorporate when they participate in the simulations. Conducting the online portion as pre-work allows the student to seek out additional instruction mediums to help enhance their knowledge base understanding of the materials.

Disadvantages

Curriculum planning will require more effort. It’s more complicated than just deploying a simulation or just creating online education in isolation. You’re doing both! Combining the two which means that there is a time investment in creating the online materials that didn’t exist before we decided to move into a hybrid curriculum. There may be additional skills or resources needed associated with the creation of the materials and/or the administration of some sort of learning management system to make the online curriculum available to your learner population.

Students may not do the work online and prepare like they should before they come to your simulation center. Thus, you need to consider building incentives into the program that creates a compelling reason to do the work.

Tip 1: Begin with the End in Mind

Start with a detailed list of exactly what we want them to know and exactly what they want them to do. Yes, folks it is creating learning objectives, just like we’re designing simulations. Then carefully decide what is knowledge, what is skills and what is application of skills to help parse out which of the curriculum can benefit from on-line (pre) learning.  

Tip 2: Create High Quality Learning Materials

You want your students to take the online materials seriously. So, it is important to ensure they are of high quality, contribute to the learning, and not distracting. Not everything in your pre-learning needs to be Hollywood quality. Many people now do cell phone or mobile phone videos, and that’s fine! However, I want to caution you on the audio. You must make the audio or sound as good as the picture looks. If not, it is distracting, and your students may not take things seriously.

Tip 3: Create Active Learning for the Pre-Course Material

Try to create components of active learning in your online materials. Just because it’s online material and delivered asynchronously doesn’t mean there can’t be an active component. Resist the urge to simply regurgitate one of your old lectures and then toss it up online!

Find small opportunities to have them DO something. It might be as simple as asking them to write out a list of the steps of a procedure, drawing a diagram that they see on the screen, or maybe connecting social media so that they are communicating and learning from and/or with their peers. Lastly, having them taking an on-line assessment or quiz can serve as an effective tool.  

Tip 4: Ensure Learner Expectations and Consequences are Clear

Make sure your learners are clear on their responsibilities associated with the completion of the online materials, and what the consequences are if they don’t. Additionally, ensure the learners understand how the pre-course content is linked to the expectations that will be encountered when they arrive for the simulation sessions.

Some design examples include having the learners take a written pretest when they arrive at the simulation center and determine whether they have adequately prepared for the simulation or not. Other examples make it clear that they will be called on and expected to know the answers for the content contained in the pre-course materials.  It is important that we are fair to the student, with hybrid education, we need to ensure that the learner expectations and consequences are very clear.

TIP 5: Link Your Online Materials Directly to Your Simulations

Work to create an integrated continuum of learning that carries forward from the online materials through the expectations that the learners will encounter during the simulations. This can be emphasized through the direct inclusion of online materials into your simulation sessions. 

Consider including exact diagrams, exact pictures, exact phrases and themes utilized during the online learning during your face-to-face instruction. It might be in the form of a mini lecture. It might be audio/visuals that are incorporated during the debriefing process that can trigger in their mind the lessons that were learned from the online material and how it’s being applied to the simulation session learning outcomes.

Conclusions

The words online and hybrid can cause educators to become nervous because of the amount of work that’s involved as well as not understanding how to make those linkages between the pre-course materials and the simulation sessions. Admittedly, it is more work, but I would argue that the outcomes are far superior then either modality alone. Think of it as an investment. Things that can be moved to the online portion of hybrid design can prepare the learners so the valuable on-site time with the faculty can be conducted at a higher level.

I think that by incorporating good hybrid design with these tips, you will find that you will be creating exceptional learning environments for your students.

Until the next time, happy simulating!

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October 19, 2020 · 4:42 pm

Simulation Training and Programs in Healthcare are Essential

It is important to remember that the primary constituents that are the primary beneficiaries of efforts involved in healthcare simulation are the patients that we serve. While simulation has existed for centuries, over the last several decades the case has been made that simulation efforts contribute significantly to the quality and safety associated with the delivery of healthcare.

Undoubtedly the pandemic has turned the world on its end. This includes the delivery of healthcare at the front lines as well as the education and assessment programs involving simulation that contribute to quality and safety. While the pandemic has had far reaching impact on all of us, one thing that has not changed is the need for patients to have access to the highest quality healthcare in the safest possible fashion. Simulation efforts around the world contribute mightily to this need.

Healthcare simulation efforts are far reaching. Goals range from the education of future and current health care providers, assessing competency, to uncovering latent threats that exist that could possibly harm our patients. Our patients cannot afford significant delays or the halting of such programs and to do so would be a dereliction of our moral and ethical imperatives to keep patients safe.

At the beginning of the pandemic and continuing at present there seems to be a mad scramble to transfer learning to online activities, and/or suspend hands on simulation training. As simulation leaders and professionals, we need to ensure that our efforts are dedicated to planning the future, both far and near. For the near, foreseeable future that includes coexisting with the Covid virus. We must proceed forward with the conducting of our simulation-based programs in a way that is aligned with best practices of safety and prevention that is associated with the spread of the virus.

Reengineering our existing programs to accommodate for masks, appropriate PPE, social distancing where possible, aggressive cleaning policies and other such items are important part of the leadership process. As an example, going the extra mile and perhaps splitting one class into two to cut down the number of occupants in a given space maybe part of a reasonable curricular engineering solution. Reevaluating the effectiveness and efficiency of the hands-on part of the simulation and deciding if elements of the education could be adequately be covered online may be another part of the equation.

The far future and impact of the Covid related disruption(s) may bring us new technologies and enhanced ways to conduct simulations remotely. One could dream. Perhaps on-line coupled with enhanced virtual and/or augmented reality whilst practicing and learning with our colleagues! What is unreasonable is to think that all of the simulation specific training that we do can be hastily flopped online and converted to a zoom session! While it may have been an important urgent stop-gap transition task in February, do not mistake it as the long-term solution without careful evaluation and assessment.

Ensuring we are conducting our programs in the safest way possible with regard to the participants, the teaching faculty, as well as all of the staff and all humans associated with the simulation program required to support the effort is of paramount importance. This requires careful attention and significant leadership oversight whether we are teaching practicing professionals or students of health care programs. Our patients, the primary reason that we do simulation and those who have the most to lose if we don’t, are counting on us for the quality and safety associated with the healthcare they are receiving.

Simulation is not an optional, nice to have program. It is as essential as adequate staffing, ventilators, and fire alarm systems. It contributes significantly to the process that allows us to provide safe and high-quality care a most vulnerable population of people that we call patients.

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July 7, 2020 · 2:57 pm

Cognitive Load Control and Scenario Design in Healthcare Simulation

As the design architects of simulation scenarios, we must remain cognizant of our ability to have influence over the cognitive load of those experiencing our simulations in the role of learners.

When caring for patients in real life, we expend cognitive energy in doing so to ensure we make the right decisions to provide the absolute best care for every patient. We engage in critical thought processes, that guide our interpretation of the enormous number of facts surrounding each patient so we can make further decisions to provide various therapies, or advice to the patient.

Headache brain in a clamp isolated grey background

When we design simulations for our learners, we are creating similar environments noted above that demand a significant amount of cognitive workload to be endured for the participant to successfully navigate the case and care the [simulated] patient. In addition, I argue that we are adding additional cognitive workload by subjecting someone to the simulated environment insofar as they are engaged in a conscious or perhaps subconscious pursuit of deciding what is simulated and what is not. I have previously written about this and dubbed it the cognitive third space of simulation.

Nonetheless, there is mental energy spent in the care of the patient as well as the interpretation of the simulation. We also must realize that our design choices inside of the scenario contribute to the adjustment of the cognitive load endured by the learner(s) associated with our simulations. It is important that we be deliberate in our design to ensure that we are allowing all involved to achieve the desired learning outcomes.

Some specific examples of this cognitive load influence may help to bring forth an understanding. Take a test result for example. If one looks in the electronic health record and sees the values reported for a simple test, like a basic metabolic profile (which consists of a sodium, chloride, potassium, CO2, BUN, creatinine and glucose) there is a certain amount of mental energy goes into the interpretation of the numeric data presented for each of the seven items of the basic metabolic profile. Some electronic health records may color-code the results to assist in the processing of normal versus normal, and some may not.

Such a decision involved in the human factors design of electronic health record actually influences the amount of cognitive spend on the interpretation of the given value. Further, as experienced clinicians are keenly aware, we must interpret the lab value in the context of the patient for whom the test has been ordered. What is normal for one patient, may not be normal for another. Thus, even in the interpretation of a simple test, there is a significant amount of cognitive process (critical thought) that should be applied.

How does this relate to simulation scenario design? We have the ability to engineer the scenario design to help the participants channel cognitive energy into those things that are important and away from those those things that are not. If we continue to run with the example of the basic metabolic profile as an example, we have choices on how said values are reported to the participants of our simulation.

We could have the participants look it up in the simulated electronic health record which takes time and cognitive processing as described above. We could give them a piece of paper or display the results on a screen demonstrating the seven values. This still takes significant cognitive processing to interpret the data. We could simply indicate that the basic metabolic profile result was “normal”.  This method significantly decreases the cognitive processing associated with the seven values of the basic metabolic profile and how it is to be interpreted into the context of the scenario. Also, one could make the argument that we are offering subtle, or perhaps not-so-subtle clues to the case that the basic metabolic profile is not a major part of what needs to be processed in the care of this particular patient.  

It is important to realize that all the examples above are viable options and there is not one that is superior to another. It is important that the decision is made during the design of the case that allows the participant(s) of the scenario to focus the appropriate cognitive spend on that which the designers of the scenario feel are most important. In other words, if it is part of the learning objectives that the participant should evaluate the actual values of the basic metabolic profile, then of course it would be appropriate to provide the requisite information at that level of detail. If, however, the results of the same test are perfunctory to the bigger picture of the case then one should consider a different mechanism of resulting values to the simulation participant.

A common misperception in the design of healthcare simulation scenarios is to try to re-create the realistic environment of the clinical atmosphere. While this is always a tempting choice, it is not without consequences. It comes from the mistaken belief that the goal of simulation scenarios is to re-create reality. Modern, successful simulationists need to recognize this outmoded, immature thought process.

In the context of a case where the basic metabolic profile is not significantly important that we should not design the “dance” (scenario) to include the steps of looking in the electronic health record and making determinations of the values associated with the test. It is a waste of time, and more importantly a waste of cognitive processing which is already artificially increased by the participant being involved in the simulation in the first place. It is in my opinion a violation of the learner contract between faculty and students.

While I am focusing on a simple example of a single test, I hope that you can imagine that this concept extrapolates to many, many decisions that are made in the scenario design process. For example, think about a chest x-ray. Do you result a chest x-ray as “normal”, “abnormal” or otherwise during the run time of the scenario? Or do you show an image of a chest x-ray and have your participants interpret the image? One answer is not superior to the other. It is just critically important that you evaluate what is best for the cognitive load of the learners involved in your scenario and how the decision relates to the details of the learning objectives you wish to achieve during the course of the simulation activity.

In moderate to complex cases associated with healthcare simulation the designer of the simulation, or architect, has a responsibility to craft the scenario to accomplish the learning objectives that are intended. In many scenarios, hundreds of decisions are made in terms of how participants extract data from the experience to incorporate into their performance of the simulation. It is critically important that as the designers of such learning events that we remain cognizant of the cognitive load placed upon our learner(s) that is associated with the normal care of patients, as well as the extra that is imposed upon them from participating in a simulation-based case.

Many of the decisions that we incorporate into the design of our scenarios have significant influence over this cognitive load, and the mental energy participants will spend to engage in the participation. We need to understand the impact of our choices and be deliberate with our design decisions to enhance the overall simulation-based learning process efficiency and effectiveness.

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May 22, 2020 · 3:00 pm

Where do we Debrief?

Selecting the location to conduct the debriefing after a simulation is a decision that often has many variable. Sometimes there are limited choices and the choice is dictated by what is available, or what space holds the technology that is deemed essential to the debriefing. Other times there is deliberate planning and selection.

This short video explores some of the basics of how such decisions are made and some of the pros and cons associated with the final choices.

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May 7, 2020 · 1:16 pm

Exploring the Elements of Orientation and (Pre)Briefing in Simulation Based Learning Design

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I want to explore a little bit about orientation and (pre)briefing(s) associated with simulation based education design concepts. The words are often tossed about somewhat indiscriminately. However it is important to realize they are both important elements of successful healthcare simulation and serve distinct purposes.

When we look in the Healthcare Simulation Dictionary, we find that the definition of Orientation is aligned with an overview preparation process including “… intent of preparing the participants.” Examples include center rules, timing and the simulation modalities.

On the other hand, according to the same dictionary the definition of the word Briefing includes “An activity immediately preceding the start of a simulation activity where participants receive essential information about the simulation scenario….”

I look at orientation as the rules of engagement. I like to think of orientation linked to the overall educational activity in total. Some essential components include orientation to the simulation center, the equipment, the rules, and the overall schedule for the learning activity.

At a somewhat deeper level of thought I think the orientation is linked to the learning contract. What do I mean by that?

I think it is essential that we as the faculty are establishing a relationship with our learners and begin to establish trust and mutual respect. To that end, we can use orientation to minimize surprises. Adult learners do not like surprises!

We need to have the adult learner understand what they can expect. I always orient the learners as to what will feel real, and I am similarly honest with them about what will not feel real. If they will be interacting with a computerized simulator for example, I orient them to the simulator before the start of the program.

In the simulation world we throw around words like debriefing, scenario and task training. To clinical learners these terms may be unfamiliar, or have different contexts associated with them. This for example, can cause anxiety and during the orientation we need to walk them through the experience they are about to embark upon.

Some factors can influence the amount and depth of the orientation. Variables such as the familiarity your participants have with simulation, your simulation center, and your simulation-based encounters. For example, learners who come to your center on the monthly basis probably need less total orientation than those who are reporting for the first time. Learners familiar with the fact that debriefings occur after every simulation may already be acclimated to that concept, but people coming to the sim center for the first time may not be aware of that at all.

Participants just meeting you for the first time they might need a little bit more warming up and that an come in the form of orientation. Overall though it is not just about telling them what’s going on, as it is using the opportunity toward earning their trust and confidence in the simulated learning encounter(s) and the value associated to them as a professional.

BriefingGraphic3Switching the focus to the brief, briefing or (pre)briefing. The briefing is more linked to the scenario as compared to the orientation. The briefing should focus on the details of the case at hand introducing components of information that allow one to acclimate to what they going to need to accomplish during the simulation. What is their role and goals in this scenario they are about to embark upon? If you are going to ask people to play different roles then they are in real life, it is very important that this fact is crystal clear in the briefing.

I think that the briefing should also bring the context to the healthcare experience. It is important to orient the learner for the impending encounter what they are to perceive and think of as real as they are experiencing what is in the simulation. You as a simulation faculty may think that it is obvious that a room in your simulation center is an ICU bed. The participant may not and deserves clarity prior to the start of the simulation so they do not feel like they are being tricked or duped. During the briefing the statement “You are about to see a patient in the ICU…..” can remove such ambiguity.

Another critical briefing point is to clarify the faculty-student engagement rules that should be expected during the scenario runtime if it was not covered in the orientation. There are many correct ways to conduct simulation scenarios. There are varying levels of interaction between faculty members running the simulation and the learners that are participating. This should be clarified before the scenario starts.

For example, are you going to let the learners ask questions of the of the faculty member during the simulation? Or not? This should be upfront and covered in the briefing, and perhaps even aspects of that in the orientation.

While not a requirement I think that parameters associated with time expectations are always good to give in a briefing. For example stating “You are going to have 10 minutes in the scenario to accomplish X,Y and Z, and then we will have a ten minute debriefing before the next scenario.”

Remember our adult learners don’t like surprises! I always use the briefing before a scenario to remind the participant(s) that afterward we are going to have a debriefing. I remind them of that so that they know that they should collect her thoughts and ideas and be ready to have this discussion. Secondly, I am saying in any unspoken way, that if they are uncomfortable about something, or have questions, that there will be an opportunity for discussion during the debriefing. (In other words, your sort of giving some control back to the learner…. Helping to build the trusting relationship.)

Some of the variations of the briefing are similar to that of the orientation mentioned above. People who are more familiar to simulation, your particular programs, your style, may require slightly less of a briefing than others. Additionally, if you are running multiple scenarios as part of a simulation-based course, after the first couple of scenarios you will find that the briefing can be shortened as compared to the beginning of the day.

So, in summary, orientation and briefings are different elements of simulation-based learning that are useful for different things that will contribute to the success of your simulations.

Think of orientation linked to the bigger picture and the learner contract that contributes to making the relationship comfortable between the participants and the faculty. The orientation is the rules of engagement and orientation to the technology and being explicit as to what is to be expected of the participant. Think of the briefing as linked more to the scenario roles, goals, and introduction to patient and environment information to help the participant mentally acclimate to what they are about to dive into.

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November 5, 2019 · 8:36 am

Simulation, Music, and Dancing

Many of you know of my crazy thoughts and ideas to try to connect things together with contrasts and comparisons to help people understand concepts and ideas. Well…. Here goes another one of them!Dance

I find that people continuously struggle with understanding the true relationship of the scenario (defined as the collective information, tools, and techniques that are presented to participants of simulations) to the outcomes of the simulation. The confusion arises from the fact that people get inappropriate messaging during the formative times of their simulation careers.

People gain the idea that the scenario must be as real as possible, or perfect mimic some aspect of real life in healthcare in order to be effective instead of recognition that the sole purpose is to create a script and stage that allows participants to perform. Some people believe that the overall goal of simulation is to recreate reality. The sad part is, those misguided thoughts often lead to over-production of the scenario and that the scenario is the primary focus of the activity. This can lead to the unintended consequences of increasing the workload of the simulation relative to the value of performance improvement and/or introduce confusion to the participants of the scenario.  Neither of which are desirable.

It occurred to me recently that a terrific analogy can be made by evaluating the relationship of music, to competitive dance. As it turns out the scenario is simply the music.

Thinks about it. When a dancer or group of dancers are going to compete, a number of things must be in place. First, there is an understanding that the dance will be carried out with the playing of music. The activity will last a certain length of time, involve one or more people who are supposed to do certain things at certain times and that various details will be assessed or evaluated along the way. At times the evaluation maybe be structured to focus on improvement (formative) and perhaps feedback is shared along the way (deliberate practice preparing for a competition), while other times may it may be a high-stakes evaluation (summative) resulting in only a score (the actual competition).

Now let’s focus on the music. What is its purpose in a dance competition? If you think about it, the music providers the framework or backdrop against which the dancing activity occurs. It helps to coordinate the tone, the tempo, and the activities associated with the dance. If the objective is to assess a pair of dancers doing a waltz, then a waltz is played. So the learning objective would read, at the conclusion of this five minute activity, the participants will demonstrate the ability to perform a waltz. If we wanted to evaluate a Latin dance, we would play Latin music and have an appropriate assessment criterion by which to guide the improvement of the activity.

While it is technically possible for the assessment to occur in the absence of the music, it would be awkward for the participants and the evaluators as well. Further, a piece of music may be specifically chosen to encourage a certain dance move that would facilitate the evaluation of the activity, let’s say a twirl or a flip. If we needed to evaluate or score how well one performed a flip, a flip would need to occur during the dance.

When using the methods of simulation in the healthcare world, we need to see people dance. The dance we need to see is often a complex one involving the delivery of healthcare, but it is a dance none the less involving specific movements, communications, and other activities toward a specific goal There are times that we need to see individuals dance, other times teams.

If we are to evaluate a certain element of healthcare, then we must have carefully composed the music that propagated the desired activity to have occurred during the dance. As they dance, we perform an assessment with a goal of helping them improve through various feedback mechanisms. Such feedback may occur through active reflection and facilitated discussion (debriefing), self-reflection, peer to peer engagement, or perhaps in the delivery of a more formal score in the case of summative feedback.

The bigger point is, the scenario is constructed and executed (composed) to provide the background milieu to form the basis of the dance, i.e. have participants perform the activity that we wish to assess. We choose different types [of music] to play that is concordant with the activity we wish to evaluate. At times we play a tune that accentuates the evaluation of critical thinking skills, perhaps the performance of a complex skill, or maybe one that allows a whole team to dance together requiring teamwork that will benefit from feedback.

So, the next time you are composing your scenario, give careful consideration to the moves that you desire to evaluate. The music that plays should allow/encourage your dancers to perform the steps and activities that will be evaluated and turned into useful information to facilitate improvement.

Compose, have people dance and help them get better!

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