Professional Documents
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ISSN: 1356-1820 (print), 1469-9567 (electronic)
ORIGINAL ARTICLE
1
School of Nursing, Ottawa Hospital Research Institute, University of Ottawa, Ontario, Canada, 2Centre de Santé et de Services Sociaux de la Vieille-
Capitale, Quebec City, Canada, 3Research Centre of the Centre Hospitalier Universitaire de Québec, Quebec City, Quebec, Canada, 4Faculty of
Nursing, University of Alberta, Edmonton, Alberta, Canada, 5Department of Food Science and Nutrition, Université Laval, Quebec City, Quebec,
Canada, and 6Department of Family Medicine and Emergency Medicine, Université Laval, Quebec City, Quebec, Canada
Abstract Keywords
Vignettes and written case simulations have been widely used by educators and health services Continuing education, health services
researchers to illustrate plausible situations and measure processes in a wide range of practice research, interprofessional learning,
settings. We devised a systematic process to create and appraise theory-based vignettes for interprofessional education,
illustrating an interprofessional approach to shared decision making (IP-SDM) for health patient-centered practice, shared decision
professionals. A vignette was developed in six stages: (1) determine IP-SDM content elements; making, work-based learning
(2) choose true-to-life clinical scenario; (3) draft script; (4) appraise IP-SDM concepts illustrated
J Interprof Care 2014.28:453-459.
using two evaluation instruments and an interprofessional concept grid; (5) peer review script History
for content validity; and (6) retrospective pre-/post-test evaluation of video vignette by health
professionals. The vignette contained six scenes demonstrating the asynchronous involvement Received 23 July 2013
of five health professionals with an elderly woman and her daughter facing a decision about Revised 20 February 2014
location of care. The script scored highly on both evaluation scales. Twenty-nine health Accepted 30 March 2014
professionals working in home care watched the vignette during IP-SDM workshops in English Published online 28 April 2014
or French and rated it as excellent (n ¼ 6), good (n ¼ 20), fair (n ¼ 0) or weak (n ¼ 3). Participants
reported higher knowledge of IP-SDM after the workshops compared to before (p50.0001).
Our video vignette development process resulted in a product that was true-to-life and as part
of a multifaceted workshop it appears to improve knowledge among health professionals. This
could be used to create and appraise vignettes targeting IP-SDM in other contexts.
Dowling, & Francis, 2011; Cook, 2005; Reeves et al., 2013; We therefore designed a multi-phase process to develop and
Suter et al., 2012; Zwarenstein, Reeves, & Perrier, 2005). To be test a theory-based clinical vignette illustrating an IP-SDM
effective, IPE should be based on interactive learning methods approach for use in training health professionals, and kept a
such as seminar-based discussions, joint visits to clients, problem- detailed report of our process (Michie, Fixsen, Grimshaw, &
based learning, role play, simulated clinical learning environ- Eccles, 2009). To test whether the script of our vignette reflected
ments and interprofessional clinical placements (Hanbury, IP-SDM concepts, we used formal evaluation tools frequently
Wallace, & Clark, 2009; Helitzer et al., 2011; Reeves et al., 2007). used in clinical research for rating real-life SDM- and IP-related
Vignettes and written case simulations have been widely situations. We used the peer review process to validate that the
used by educators and health services researchers to illustrate vignette was true-to-life and accurately depicted IP-SDM con-
plausible situations and measure processes in a wide range of cepts, and retrospective pre-/post-test questionnaires to test the
practice settings. The central principle is that the behavior final product on clinicians.This study was part of a larger study
of interest demonstrated in a simulated situation by those for designed to assess the feasibility of implementing an IP-SDM
whom the vignette is intended (e.g. health professionals) will approach in home care (Légaré et al., 2011a, 2013).
closely resemble their actual behavior in a clinical situation
(Dresselhaus, Peabody, Luck, & Bertenthal, 2004; Jones, Gerrity, Methods
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SDM process, those in the patient team (i.e. patient with or 2011; Stacey, Taljaard, Drake, & O’Connor, 2008) and a concept
without significant others) and in the healthcare team (i.e. two grid to measure the IP relationship (D’Amour, Ferrada-Videla,
or more healthcare professionals), with the patient in the centre San Martin Rodriguez, & Beaulieu, 2005). The OPTION scale
of the process. This conceptual model was developed by an is a 12-item tool designed to measure the extent to which
interdisciplinary and international team based on an extensive clinicians involve patients in decision making (Elwyn et al.,
review of the literature combined with theory analysis (Légaré 2003). DSAT is a 10-item scale developed as a research tool to
et al., 2011b,c; Stacey, Légaré, Pouliot, Kryworuchko, & Dunn, evaluate practitioners’ use of decision support during a clinical
2010). One of the four underlying assumptions is that involving encounter (Stacey et al., 2008). The research team created a
patients in the SDM process is essential for achieving patient- concept grid to measure IP relationships based on key concepts
centered care and reaching decisions that are informed and based identified through a literature review (D’Amour et al., 2005).
on individual patient values. Second, by achieving a common
understanding of the essential elements of the SDM process Peer review of the vignette script
by the interprofessional team and recognizing the influence of the
To check for content validity, we emailed the script to five experts
various individuals on this process, there will be improved success
representing different disciplines and professional roles com-
in reaching a shared decision. Third, achieving an interprofes-
monly found in a home care context to ensure that the vignette
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elderly person in the process of losing autonomy. We chose this of her situation by the IP team (nurse, physiotherapist and
context because a shared decision-making approach in home care occupational therapist) was therefore necessary. Finally, we edited
often includes family members who are in a direct care-giving the social worker’s dialogue so that she was less directive in the
role, a supportive role or perhaps a surrogate decision-maker role. decision making. The revised version of the vignette script was
It is well documented that family members provide a significant used for filming. We asked five experts to further validate the
amount of care, are key players in care plan implementation script content in English and to suggest the changes needed to
and consequently have a role to play in clients achieving positive reflect the differences between the Alberta and Quebec healthcare
health outcomes (Gallant, Spitze, & Phohaska, 2007; Martire & systems. Members of the research team acted in the French
Schulz, 2007). version, and professional actors in the English version, which was
produced by a film company.
Draft the vignette script
Evaluation of the final video vignette by clinicians
We drafted the initial script based on key concepts of SDM and IP
collaboration and illustrated the temporal continuity of IP-SDM, We used a retrospective pre-/post-test design to evaluate the video
as it occurs asynchronously (Légaré et al., 2011a,b). The need to vignette within the context of two 3.5-hour IP-SDM skills-
find a realistic and practical exemplar of an IP-SDM situation building workshops for healthcare professionals working in home
was essential. We selected a decision about location of care care. The first workshop was presented in French with an IP team
including possible relocation of an elderly person as the focus of of health professionals who routinely collaborate in clinical
the vignette because it typically would involve a client, the family practice in a single home care program in the Centre de Santé et
and several professionals from different disciplines. This exem- Services Sociaux de la Vieille-Capitale in the Quebec City area.
plar also allowed us to illustrate an IP-SDM approach in home The second workshop was held in English in Edmonton, Alberta
care. We attempted to integrate all the key IP-SDM concepts with a group of diverse healthcare professionals with Alberta
while portraying a true-to-life clinical scenario. Health Services working predominantly as case managers, case
We used plain language and a descriptive tone to illustrate manager educators or supervisors in home care programs in the
the various stages of the decision-making process and the Edmonton area. The clinical vignette was presented to illustrate
sequence of events that occurred. For each scene, we focused the key concepts of IP-SDM as one part of a multi-faceted training
on a limited number of concepts and tried to be as succinct as workshop which also included a PowerPoint presentation of the
possible. However, we struggled to achieve the right balance in IP-SDM approach, group discussions and role play with specific
the length of the video: it had to be long enough to adequately decision support tools. Participants completed a workshop
cover the key concepts of IP-SDM yet short enough that observers evaluation survey to rate their satisfaction with its content,
would not tune out or forget important concepts. Members of the information clarity, interaction and group discussions, exercises
research team tested the script by reading through each part and role play, the video vignette and facilitators’ knowledge of
of it aloud. topics. After the workshop, participants were asked to rate their
knowledge of IP-SDM both before and after the workshop on a
scale of 0–10 (none to extremely strong) using a retrospective
Appraise the vignette using formal evaluation tools
pre/post intervention method (Yank, Laurent, Plant, & Lorig,
The development team appraised the vignette script using the 2013). Finally, participants were asked to rate their confidence
OPTION scale (Elwyn et al., 2003), the Decision Support in using an IP-SDM approach in their clinical practice on a scale
Analysis Tool (DSAT; Guimond et al., 2003; Melbourne et al., of 0–10 (none to extremely strong).
456 D. Stacey et al. J Interprof Care, 2014; 28(5): 453–459
Ethics presenting the options; (2) Discussion among the health care
professionals and their individual assessments of the client’s
Participants were selected and ethics approval was obtained from
situation; (3) Monitoring and follow-up by the health profes-
the research ethics boards of the Centre de Santé et Services
sionals; (4) Meeting with the client and the physiotherapist
Sociaux de la Vieille-Capitale in Quebec (REB 2010-2011-13)
to discuss what matters to the patient most about the options
and the Alberta Health Services (Pro00027503).
(values and preferences); (5) Validation and consensus among the
healthcare professionals; and (6) Reaching a shared decision
Results
between the client and the social worker. The final decision is thus
Our development process took place over a 2-month period made between the client and one healthcare professional, with the
(January–February, 2011) resulting in a 14-min clinical video latter having been involved in a consensus reached behind
vignette illustrating IP-SDM. The appraisal indicated that the the scenes with the other healthcare professionals who have all
clinical vignette met 12 out of the 12 criteria in the OPTION tool, encountered the patient at different times and in different
10 out of 10 DSAT criteria and all eight IP concepts (Table I). places (e.g. the clinic, the rehab centre). In each scene, the
Our final vignette illustrates a sequence of events associated vignette includes concepts identified in our literature review as
with making a decision about location of care with a 76-year-old integral to an IP-SDM approach, such as common goals among
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woman living alone at home. She is receiving home care the healthcare professionals, collaborative relationships and
following discharge from hospital for a stroke nine months ago. symmetry of power (Table I).
She also has support from her family. Her safety is of concern to Evaluation of the clinical vignette video in the workshops
her daughter and the healthcare professionals, given that she fell involved a total of 29 health professionals from a home care team
recently in her home. In the vignette, she is presented with two in Quebec City, Quebec, Canada (in French; n ¼ 11) and in
options: (a) consider relocation to a long-term care facility where Edmonton, Alberta, Canada (in English; n ¼ 18). The participants
she can receive more care and monitoring; (b) continue to live at included physicians, nurses, social workers, occupational therap-
home alone with more help from home care and have her condo ists, dietitians, managers, physiotherapists and an ethicist
fitted with additional physical aids. The vignette includes six (Table II). Overall, participants rated the workshop as excellent
scenes: (1) Introduction: meeting with the client and a social (23/27) or good (4/27) (Table III). The video vignette was rated
worker to make explicit that a decision needs to be made, and as good (20/29), excellent (6/29) or weak (3/29). There was a
J Interprof Care 2014.28:453-459.
Table I. Key concepts for assessing interprofessionalism within the IP-SDM vignette.
Table IV. Knowledge of and confidence in using IP-SDM among health professionals.
statistical difference in participants’ self-reported IP-SDM know- improving clinical performance in routine practice and are
J Interprof Care 2014.28:453-459.
ledge after the workshop compared to before (median 5/10 probably an efficient way to standardize the intervention for use
pre-workshop to 8/10 post-workshop; p50.0001; Table IV). across workshops (Campbell et al., 1998). Illustrating IP-SDM
Post-workshop participants rated their confidence in using IP- in educational training aimed at enhancing these behaviors is
SDM in their clinical practice as 8/10 (range 5–10). Qualitative a complex task, since IP involves interactions among many
comments from participants indicated the video was a good visual individuals which often occur asynchronously (Jones et al., 1990;
tool for learning about the IP-SDM approach but there could be Reeves et al., 2007, 2013), and the clinical vignette is an efficient
clearer portrayal of the concepts integral to an IP-SDM approach. and effective way to illustrate scenarios of such complexity.
Vignettes have been used to illustrate a variety of other
complex teamwork situations, including battlefield scenes
Discussion
(Campbell et al., 1998).
Our multi-phase, multi-prong development process resulted in a One of our other studies focusing on implementing IP-SDM
video vignette for training health professionals in an IP approach revealed that although the intention of health professionals in a
to SDM that was both true-to-life and illustrated the theoretical home care service to adopt an IP-SDM approach was relatively
elements of IP-SDM. To create the script, we drew on a validated high, many participants indicated that IP-SDM was not practiced
IP-SDM model. We rated the vignette using a variety of formal in their local care network (Légaré et al., 2013). These findings
evaluation tools that each targeted certain elements of IP-SDM, are consistent with other studies indicating that few health
as few existing tools target IP-SDM interventions specifically. professionals have implemented SDM in their practice (Pellerin
These tools included the OPTION and DSAT scales, an eight-item et al., 2011). One of the key barriers to implementation of SDM in
concept chart relating specifically to qualities of IP relationships, clinical practice is the fact that health professionals do not know
submission of the script to peer review and a retrospective pre-/ how to perform SDM (Légaré, Ratte, Gravel, & Graham, 2008;
post-test questionnaire. Few published intervention evaluations Légaré, et al., 2011b). This barrier is amplified when health
document the content and delivery of an intervention or are professionals are asked to take an IP-SDM approach, as they must
reported in enough detail to replicate them (Michie et al., 2009). introduce both SDM and interprofessional collaboration into an
We therefore described the process we used so that it would be existing organizational context that may be unfamiliar with
replicable in the development and evaluation of other clinical both. When there are opportunities for capacity building within
video vignettes. To the best of our knowledge, this is the first organizations, clinical vignettes can be valuable tools for
detailed description of a process using multiple research evalu- supporting the implementation of both approaches at once.
ation tools to create a theory-based, true-to-life video vignette for An IP-SDM vignette could also be helpful in identifying
healthcare professionals. factors that might facilitate or hinder implementation of IP-SDM
Our results indicate that this process can lead to the creation in clinical practice (Graham et al., 2006; Légaré et al., 2008). It is
of a promising educational tool to be used as one element of a often hard to assess such barriers and facilitators when health
multi-faceted education program to implement an IP-SDM professionals do not fully know what is involved in the new
approach in home care. Feedback from the workshop participants behavior. This is particularly the case with SDM, given that most
was very positive. The systematic process of developing and health professionals think they already engage their clients in
appraising a vignette as described in this study could also be used SDM when they clearly do not meet the criteria for SDM (Couet
for developing video vignettes in other clinical areas. et al., 2013). After watching the vignette during the IP-SDM
Vignettes watched in group educational settings followed workshops, many participants pointed out barriers to implement-
by performance feedback may be effective interventions for ing IP-SDM in their own clinical contexts (Légaré et al., 2013).
458 D. Stacey et al. J Interprof Care, 2014; 28(5): 453–459
This clinical vignette could thus be a tool for identifying what an Cazale, L., Tremblay, D., Roberge, D., Touati, N., Denis, J.L., & Pineault,
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Our study has two main potential limitations. First, the number 278, 790–791.
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sonal and communication skills. Academic Medicine, 68, 153–157.
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assess the level of participants’ knowledge about IP-SDM has Couet, N., Desroches, S., Robitaille, H., Vaillancourt, H., Leblanc, A.,
some inherent limitations: it has been argued that this type of Turcotte, S., Elwyn, G., & Légaré, F. (2013). Assessments of the extent
survey overestimates the real increase between pre- and post- to which health-care providers involve patients in decision making:
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Expectations. doi: 10.1111/hex.12054. [E-pub ahead of print].
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Acknowledgements Psychology, 14, 505–518.
Helitzer, D.L., Lanoue, M., Wilson, B., de Hernandez, B.U., Warner, T.,
We would like to acknowledge the work of Carol Puma in coordinating
& Roter, D. (2011). A randomized controlled trial of communication
the development and evaluation of the video vignette. Dawn Stacey
training with primary care providers to improve patient-centeredness
holds a University Research Chair in Knowledge Translation to Patients.
and health risk communication. Patient Education and Counseling, 82,
France Légaré holds the Canada Research Chair in Implementation
21–29.
of Shared Decision Making in Primary Care. Sophie Desroches holds a
Howard, G.S. (1980). Response-shift bias – a problem in evaluating
New Investigator Award from the Canadian Institutes of Health Research.
interventions with pre-post self-reports. Evaluation Review, 4, 93–106.
Howard, G.S., Millham, J., Slaten, S., & Odonnell, L. (1981). Influence
Declaration of interest of subject response style effects on retrospective measures. Applied
Psychological Measurement, 5, 89–100.
The authors report no conflicts of interest. The authors alone were Jones, T.V., Gerrity, M.S., & Earp, J. (1990). Written case simulations: do
responsible for the writing and content of this paper. This study was they predict physicians’ behavior? Journal of Clinical Epidemiology,
supported by a grant from the Canadian Institutes of Health Research 43, 805–815.
(CIHR, 213236). Légaré, F., Ratte, S., Gravel, K., & Graham, I.D. (2008). Barriers
and facilitators to implementing shared decision-making in clinical
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J Interprof Care 2014.28:453-459.