Abstract
Direct observation of clinical skills is central to assessment in a competency-based medical education model, yet little is known about how direct observation is experienced by trainees and observers. The objective of the study is to explore how direct observation was experienced by residents and faculty in the context of the I-PASS Handoff Study. In this multi-center qualitative study, we conducted focus groups and semi-structured interviews of residents and faculty members at eight tertiary pediatric centers in North America that implemented the I-PASS Handoff Bundle. We employed qualitative thematic analysis to interpret the data. Barriers to and strategies for direct observation were described relating to the observer, trainee, and clinical environment. Residents and faculty described a mutual awareness that residents change their performance of handoffs when observed, in contrast to their usual behavior in a clinical setting. Changes in handoff performance may depend on the nature of the observer or ‘audience’. Direct observation also highlighted the importance of handoffs to participants, recognized as a clinical activity that warrants feedback and assessment. Dramaturgical theory can be used to understand our finding of ‘front-stage’ (observed) versus ‘backstage’ (unobserved) handoffs as distinct performances, tailored to an “audience”. Educators must be cognizant of changes in performance of routine clinical activities when using direct observation to assess clinical competence.
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Acknowledgements
We thank all resident and faculty participants, the I-PASS site leads, and the I-PASS Executive Council for their contributions to this research. We acknowledge Physician Services Incorporated (#11-28) and the US Department of Health and Human Services (R18 AE000029) for financial support of this study.
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The study was supported by funding from: (1) improving resident handoff in teaching hospitals: understanding implementation and effectiveness of a handoff bundle. Coffey M, Starmer A, Mahant S, Matlow A, Bismilla Z, Landrigan C. Physician Services Incorporated Health Research Grant. ($154,820 2011–2013). (2) Building Effective Resident Hand Off Practices To Improve Patient Safety. Landrigan C et al. U.S. Dept. of Health and Human Services (ARRA funding) ($3,000,000—2010–2013)
Conflict of interest
Drs. Landrigan, West, Spector and Starmer have consulted with and hold equity in the I-PASS Patient Safety Institute, which seeks to train institutions in best handoff practices and aid in their implementation. Drs. Starmer, Spector, and West reported receiving honoraria and travel reimbursement from multiple academic and professional organizations for delivering lectures on handoffs and patient safety. Dr. Landrigan has been supported in part by the Children’s Hospital Association for his work as an Executive Council member of the Pediatric Research in Inpatient Settings (PRIS) network. In addition, Dr. Landrigan has received monetary awards, honoraria, and travel reimbursement from multiple academic and professional organizations for teaching and consulting on sleep deprivation, physician performance, handoffs, and safety, and has served as an expert witness in cases regarding patient safety and sleep deprivation.
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The study was approved by the Hospital for Sick Children Research Ethics Board.
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The data was presented in abstract form at the Pediatric Academic Societies Annual Meeting, San Francisco, California, May 6, 2017.
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Huth, K., Schwartz, S., Li, SA. et al. “All the ward’s a stage”: a qualitative study of the experience of direct observation of handoffs. Adv in Health Sci Educ 24, 301–315 (2019). https://doi.org/10.1007/s10459-018-9867-5
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DOI: https://doi.org/10.1007/s10459-018-9867-5

