Kogan Jennifer R, Hatala Rose, Hauer Karen E, Holmboe Eric
Perelman School of Medicine at the University of Pennsylvania, Philadelphia, PA, USA.
University of British Columbia, Vancouver, British Columbia, Canada.
Perspect Med Educ. 2017 Oct;6(5):286-305. doi: 10.1007/s40037-017-0376-7.
Direct observation of clinical skills is a key assessment strategy in competency-based medical education. The guidelines presented in this paper synthesize the literature on direct observation of clinical skills. The goal is to provide a practical list of Do's, Don'ts and Don't Knows about direct observation for supervisors who teach learners in the clinical setting and for educational leaders who are responsible for clinical training programs.
We built consensus through an iterative approach in which each author, based on their medical education and research knowledge and expertise, independently developed a list of Do's, Don'ts, and Don't Knows about direct observation of clinical skills. Lists were compiled, discussed and revised. We then sought and compiled evidence to support each guideline and determine the strength of each guideline.
A final set of 33 Do's, Don'ts and Don't Knows is presented along with a summary of evidence for each guideline. Guidelines focus on two groups: individual supervisors and the educational leaders responsible for clinical training programs. Guidelines address recommendations for how to focus direct observation, select an assessment tool, promote high quality assessments, conduct rater training, and create a learning culture conducive to direct observation.
High frequency, high quality direct observation of clinical skills can be challenging. These guidelines offer important evidence-based Do's and Don'ts that can help improve the frequency and quality of direct observation. Improving direct observation requires focus not just on individual supervisors and their learners, but also on the organizations and cultures in which they work and train. Additional research to address the Don't Knows can help educators realize the full potential of direct observation in competency-based education.
临床技能的直接观察是基于能力的医学教育中的关键评估策略。本文提出的指南综合了关于临床技能直接观察的文献。目标是为在临床环境中指导学习者的督导人员以及负责临床培训项目的教育领导者提供一份关于直接观察的实用的注意事项清单。
我们通过迭代方法达成共识,每位作者根据其医学教育和研究知识及专业技能,独立制定一份关于临床技能直接观察的注意事项、禁忌事项和未知事项清单。清单汇总后进行讨论和修订。然后我们寻找并整理证据以支持每条指南,并确定每条指南的强度。
最终呈现了一套包含33条注意事项、禁忌事项和未知事项的清单以及每条指南的证据总结。指南主要针对两类人群:个体督导人员和负责临床培训项目的教育领导者。指南涉及如何聚焦直接观察、选择评估工具、促进高质量评估、开展评分者培训以及营造有利于直接观察的学习文化等方面的建议。
对临床技能进行高频、高质量的直接观察可能具有挑战性。这些指南提供了重要的循证注意事项和禁忌事项,有助于提高直接观察的频率和质量。改善直接观察不仅需要关注个体督导人员及其学习者,还需要关注他们工作和培训所在的组织及文化。针对未知事项开展更多研究有助于教育工作者充分发挥直接观察在基于能力的教育中的潜力。