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REVIEW

C URRENT
OPINION A modern roadmap for the use of simulation in
regional anesthesiology training
Amanda H. Kumar a, Ellile Sultan b, Edward R. Mariano b,c
and Ankeet D. Udani a
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Purpose of review
A variety of educational modalities are used to teach regional anesthesia. Simulation is an educational tool
that facilitates hands-on learning in a well tolerated, reproducible environment, eliminating potential harm
to patients during the process of learning. Available literature and expert consensus statements support
customizing simulation programs according to the level of training and experience of the learners.
Recent findings
Simulation is useful for learners of all levels of expertise, though the application and frequency of simulation
must be adapted to meet the learners’ objectives.
Summary
This review presents recommendations for the use of simulation for residents, fellows, practicing
anesthesiologists without formal training in regional anesthesia, and practicing anesthesiologists with
regional anesthesia expertise. Passports and portfolio programs that include simulation can be used to
verify training. Virtual applications of simulation are growing, expanding the scope of regional anesthesia
simulation and increasing access to lower resource areas.
Keywords
anesthesiology, continuing medical education, crisis resource management, medical education, nerve block,
regional anesthesia, simulation, task trainer

INTRODUCTION model scanning, simulated patient encounters, and


The field of regional anesthesia has witnessed rapid crisis resource management-simulated scenarios.
evolution in recent decades with the increased uti- The simulated environment allows for repetition
lization of ultrasound and explosion of new ultra- of procedural skills, self-reflection, timely targeted
sound-guided techniques. It is crucial to match the feedback, and observation of others.
pace of this expansion with advances in training.
Incorporation of foundational education principles
SIMULATION FOR SKILL ACQUISITION
has led to the evolution of ‘see one, do one’ appren-
AND CRISIS RESOURCE MANAGEMENT
ticeship-style training to competency-based curric-
ula that include both traditional and innovative Development of technical skills in regional anesthe-
&&
training modalities [1 ]. These may include lectures, sia follows a steep learning curve. Novice trainees
problem-based learning discussions, online resour-
ces, and simulation [2]. This article will focus on a
Department of Anesthesiology, Duke University Medical Center, Dur-
the use of simulation for contemporary training in ham, North Carolina, bDepartment of Anesthesiology, Perioperative and
regional anesthesia. Pain Medicine, Stanford University School of Medicine, Stanford and
c
Anesthesiology and Perioperative Care Service, Veterans Affairs Palo
Simulation represents a range of educational
Alto Healthcare System, Palo Alto, California, USA
tools that permit hands-on experience in a well
Correspondence to Edward R. Mariano, MD, MAS, FASA, Anesthesi-
tolerated setting that eliminates potential harm to ology and Perioperative Care Service, VA Palo Alto Healthcare System,
patients and the anxiety of teaching and learning in 3801 Miranda Avenue (112A), Palo Alto, CA 94304, USA.
the presence patients and families. Educational Tel: +1 650 849 0254; fax: +1 650 852 3423;
tools commonly used in a simulated environment e-mail: emariano@stanford.edu
include part-task trainers or cadaveric models for Curr Opin Anesthesiol 2022, 35:654–659
procedural task training, high-fidelity models, live DOI:10.1097/ACO.0000000000001179

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Use of simulation in regional anesthesiology training Kumar et al.

Admittedly, not every learner will have routine


KEY POINTS access to simulation, and resources can be a major
 Regional anesthesia is rapidly evolving, and simulation limitation. Fortunately, trainees who practice pro-
is a useful educational tool to teach both trainees and cedural tasks on either a low-fidelity model or high-
practicing anesthesiologists. fidelity simulator demonstrate similar clinical per-
formance [10]. Potential barriers to implementing
 Simulation should be used at regular intervals, though
simulation are faculty and staff time to teach and
the frequency and objectives of simulation must evolve
to meet the needs of the learner. develop a curriculum, cost of equipment and per-
sonnel, and simulator availability [11]. Ways to
 Technological advancement has improved the realism
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mitigate these challenges include self-directed sim-


of simulation and allows for virtual teaching, reducing
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ulation-based learning, mobile simulators, and low


the need for physical space and expanding the reach.
cost or even disposable simulators. Regardless, given
that simulation is generally more resource-intensive
than didactic teaching, a blended curriculum that
supports both simulation and traditional methods
may require 28 trials of a single nerve block proce- may represent an ideal balance of benefit and cost
&&
dure, with iterative practice guided by feedback [1 ].
from skilled faculty, to attain competency [3]. How- High-fidelity simulation has a specific role in
ever, skills gained from learning one type of nerve learning crisis resource management. Anesthesiol-
block procedure may not easily translate to another. ogists serve as expert consultants in managing
Residents in programs accredited by the Accredita- acute perioperative pain and unexpected compli-
tion Council for Graduate Medical Education cations. High-fidelity simulation allows learners to
(ACGME) are required to document 40 patient-care simultaneously practice managing the patient and
experiences where ‘peripheral nerve blocks are used environment at large, with emphasis on rare critical
as part of the anesthetic technique or perioperative situations that trainees may not otherwise experi-
analgesic management’ [4]. However, one study ence (e.g. local anesthestic systemic toxicity,
showed that after performing at least 60 supervised wrong-sided block). Simulation is well established
nerve blocks during a regional rotation, residents in resuscitation training, and its repeated use is
still make an average of 2.8 errors per block [5]. The associated with skill and knowledge retention
most common error is advancing the needle with- [12]. Importantly, crisis resource management
out visualization; others include poor transducer training focuses on nontechnical skills, such as
handling and malposition of the target during ultra- situational awareness, communication, and team-
sound imaging. These error types are all amenable to work.
correction via simulation training.
It is challenging to evaluate the true effective-
ness of simulation. Training programs often intro- SIMULATION FOR DIFFERING TRAINING
duce a bundle of interventions as part of a PATHWAYS
comprehensive curriculum (e.g. lectures, online Simulation can be helpful for learners of all skill
resources). Many studies lack a proper control levels. However, the application, utility, and fre-
group, prioritizing the education of learners over quency of simulation must adapt with varying levels
research methodology. Establishing incremental of expertise to best fit the needs of the learner.
effectiveness of a simulation-based teaching strategy The American Society of Regional Anesthesia
may, thus, be arduous [6]. Several studies to date and Pain Medicine (ASRA) and the European Society
have attempted to justify the value of resource- of Regional Anaesthesia and Pain Therapy (ESRA)
intensive simulation in a training curriculum. A published joint committee recommendations for
meta-analysis revealed that simulation training education in ultrasound-guided regional anesthesia
led to improvements in all measurable learning out- (UGRA) in 2009, establishing two pathways differ-
comes, including knowledge acquisition, proce- entiating residents from postgraduate anesthesiolo-
dural flow, and successful task completion [7]. gists [13]. Subspecialty training in regional
Successful training in the simulation laboratory anesthesiology and acute pain medicine (RAAPM)
can translate to a more successful nerve block per- has expanded over the past decade, with an increas-
formance in the actual clinical setting [8]. Further- ing number of fellowship programs, leading to large
more, simulation appears to be dose-dependent; variation in regional anesthesia experience and
learners who practice more simulation may be more expertise. Here we propose suggestions for the use
procedurally efficient with fewer technical errors [9]. of simulation for learners of different levels (Fig. 1).

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Regional anesthesia
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FIGURE 1. A modern roadmap with recommendations for integrated simulation training applicable to learners of differing skill
levels and career stages.

Simulation for trainees in anesthesiology limited number of teaching faculty may be barriers.
residency: the `basic trainee' Thus, although it may not be feasible to have a
Core residency training should be the primary means uniform simulation requirement as part of every
for establishing basic competency in regional anes- regional anesthesia curriculum, it should ideally
thesia. Residents must complete a minimum number be incorporated whenever possible.
of clinical experiences to showcase adequate depth The ACGME requires that anesthesiology resi-
and breadth of training. Program requirements dents participate in at least one simulated intraoper-
for ACGME-accredited programs include dedicated ative clinical experience each year. In programs where
experiences in regional anesthesia, acute periopera- simulation is available, we recommend that residents
tive pain management, and the management of participate in one regional anesthesia and acute pain
&
patients with chronic or cancer-related pain [14 ]. simulation scenario per year. These sessions should
Despite these ‘experience-based’ requirements, focus on objectives appropriate for a basic trainee
there is a wide variation in actual resident peripheral (Fig. 1). We recommend the use of part-task trainers
nerve block volume [15]. Rapid growth in the use of for preclinical development of needle visualization
UGRA techniques, particularly with the emergence skills early in the regional anesthesia rotation. These
of fascial plane blockade, signals the importance of a trainers are commercially available but can also be
competency-based educational model that does not ‘homemade’ using easily accessible materials [17,18].
rely on experience-based metrics. Simulation offers
the means to apply this model to the learning
curriculum. Simulation for trainees in regional
An international Delphi consensus study sur- anesthesiology and acute pain medicine
veyed directors of regional anesthesia training and fellowship: the `advanced trainee'
experts to design a nonfellowship curriculum for Subspecialty fellowship education promotes exper-
&&
residency training [16 ]. Suprisingly, many items tise, creating leaders in patient care, research, edu-
that are often considered best practices in the edu- cation, and innovation. RAAPM fellowship training
cation literature did not reach strong consensus, programs became eligible to apply for accreditation
including the use of part-task trainers (simulation by the ACGME in 2016. Though all fellowship train-
trainers designed to focus on a single task like a ing programs follow guidelines on the organization
nerve block) and high-fidelity simulation. Feedback of the educational program and evaluation process
suggested that cost, equipment accessibility, and [19], accreditation comes with formal curricular

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Use of simulation in regional anesthesiology training Kumar et al.

requirements, external review, integration of com- 1-day course, there was no change in the number
petency milestones, and benchmarks for practice of clinical blocks performed or success rate in the
volumes to ensure that each program provides an subsequent year posttraining. This highlights that a
exceptional training experience [4]. In fact, select 1-day workshop, while it provides effective training,
procedures may only be recommended for advanced may not be enough to change actual clinical practice.
trainees [20]. Part-task trainers can be used to hone Repeated education and simulation exposure may be
technical ultrasound and needling skills for more necessary but not sufficient, and barriers to the suc-
advanced blocks that are encountered less often cessful implementation of regional anesthesia are
clinically, such as paravertebral blocks [21]. Consis- likely multifactorial [25].
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tent and regular use of advanced models may dem- For practicing anesthesiologists with no formal
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onstrate the progress of the fellow from the start to regional anesthesia training, we recommend par-
the end of fellowship. ticipation in CME courses with a simulation com-
We also recommend that fellows participate in ponent every 6–12 months until the practitioner
at least one RAAPM high-fidelity simulation during self-reports competency or successfully completes a
the fellowship year. This simulation should focus on formal portfolio program. The simulation compo-
more complex objectives that an individual trainee nent should have incrementally complex objec-
may not personally experience during standard clin- tives (Fig. 1). The ASA has an UGRA portfolio
ical training (Fig. 1). For fellows who just completed program that includes didactics, technical skills
residency, a fellowship year represents dedicated workshops including simulation, an examination,
time when RAAPM expertise is gained, but comfort and a self-reported case log of clinical experiences.
with general anesthesia emergencies may wane. The Australian and New Zealand College of Anaes-
Simulation can also be used to maintain those skills. thetists (ANZCA) has a similar training portfolio
The simulation environment also offers a low-pres- system. The ESRA European Diploma in Regional
sure setting to provide training in nontechnical Anaesthesia and Acute Pain Management includes
skills. Use of high-fidelity mannequin simulators an examintion that distinguishes individuals as
voiced by a simulationist or standardized patient specialists in regional anesthesia and acute pain
actors can present trainees with the opportunity to management and requires specific practical work-
work on interpersonal communication. shops. A portfolio such as these can serve as a record
of professional development, including workplace-
based assessments and direct observational scores.
Simulation for the practicing This can be used to market an individual’s skillset
anesthesiologist with no formal regional for future job interviews, demonstrate clinical
anesthesia training experience, and document training completion
The use of ultrasound has markedly increased over whenever applicable.
the past decade. However, amongst practicing anes-
thesiologists, the most frequently cited reason for
not practicing UGRA is lack of training [22]. Simulation for the practicing
Simulation is not a novel concept for the post- anesthesiologist with expertise in regional
graduate anesthesiologist. The American Board of anesthesia
Anesthesiology (ABA) offers simulation as part of ASRA and ESRA specifically acknowledge the expand-
the Maintenance of Certification in Anesthesiology ing scope of UGRA and encourage practitioners, both
(MOCA) program. The ASRA–ESRA joint committee trainees and physicians already in practice, to utilize
recommendations suggest several possible avenues simulation-based programs. For regional anesthesia
for the practicing anesthesiologist to acquire regional experts, simulation-based training may not be neces-
anesthesia skills [13]. Options include continuing sary for further skill development unless clinical prac-
medical education (CME) simulation events as well tices and technology undergo major changes (Fig. 1).
as self-directed practice on commercially produced or To improve patient access to regional anesthesia, we
‘homemade’ phantom models. These workshops suggest that experts develop and teach simulation
have been shown to improve participants’ confidence courses, especially as new simulation-based ultra-
levels in performing UGRA [23]. Practicing anesthesi- sound technology emerges. In addition, we encour-
ologists but novices in regional anesthesia improved age the advanced anesthesiologist to conduct
their skills after participating in part-task training and education research focused on the effectiveness of
high-fidelity simulation; however, the same cohort UGRA training modalities. Simulation can also be
did not show any improvement after didactic lecture used to assess the teaching skills of faculty in a repro-
and hands-on ultrasound scanning alone [24]. Inter- ducible environment, allowing for mentorship of
estingly, though skill acquisition increased after the early career faculty.

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Regional anesthesia

THE USE OF SIMULATION FOR SKILL volume. Moreover, simulation is no longer restricted
VERIFICATION to a physical center. Trigger videos can be used to
There is still much to be discovered about the sci- rouse discussion during virtual teaching, expanding
ence of teaching and learning in medicine. There is the audience nationally and internationally. Play-
no magic number of minimum procedures or educa- back of recorded simulation sessions, involving the
tional courses that will automatically translate to learners themselves or not, is a particularly powerful
mastery of UGRA. However, simulation will con- learning tool. This allows for thoughtful debriefs on
tinue to be an integral part of the initial training and decision pathways and discussions of opportunities
ongoing education of anesthesiologists including to improve future clinical practice. Lower resource
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regional anesthesia specialists. areas of the world can implement simulation virtu-
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One potential educational tool is a training pass- ally, even using tele-mentoring with an international
port, which learners can use to demonstrate qual- proctor.
ifications. Validated simulation-based scenarios Future directions in simulation include the use
have been used for summative assessment of train- of three-dimensional printed models, augmented
ees [26]. Assessment of performance within the and virtual reality, and mixed-reality simulators.
simulation environment is associated with clinical Three-dimensional printing can create mock ana-
competency [27]. During actual patient care, stand- tomical models and trainers based on actual patient
ardized assessment can also be accomplished using anatomy [32]. This can help with preoperative plan-
validated tools such as the direct observation of ning for challenging cases, allowing the practitioner
procedural skills [28,29]. These holistic rubrics can to practice manipulation of the needle around bony
also be used to assess cognitive and affective skills protuberances, surgical hardware, or anatomical
[30]. A passport can be used to track achievement of abnormalities in advance. Three-dimensional print-
required skills including but not limited to: knowl- ing also allows programs or instructors to tailor the
edge of relevant sonoanatomy; identification of models for specific learning objectives. Augmented
nerve target and correct perineural injection; ability and virtual reality training simulators are newer
to vary approach with anatomic differences; main- technology that can create realistic environments
tain aseptic technique; real-time needle visualiza- and reproducible scenarios without a dedicated
tion; successful catheter insertion; and management facility [33]. These simulators allow for broad reach,
of potential complications [13]. and updated technology has resulted in great
Admittedly, simulation carries significant bar- improvement in realism and even anatomic varia-
riers, including limited availability, cost, time, and bility. We anticipate continued technological
loss of income when attending courses. Although it is advancement in these simulators, though at present
possible that ongoing professional practice evalua- the haptic feedback is rudimentary. Mixed reality
tions could be linked to regular demonstration of simulators combine components of three-dimen-
competency within a simulated environment, there sional printed models, augmented reality tracking
&&

is insufficient evidence to support any recommenda- simulators, and virtual anatomic models [34 ]. This
tions for credentialing or privileging [31]. A strict system can track the needle tip, automatically score,
simulation requirement with associated costs may and show replays for after-action review and feed-
inadvertently lead practicing anesthesiologists, who back. These simulators are portable and designed for
already apply their regional anesthesia skills, to aban- use in austere environments. Although regional anes-
don this practice. We wish to avoid unintended con- thesia applications are limited to thoracic paraverte-
sequences and encourage expansion of well tolerated bral and thoracic epidural procedures at present, this
regional anesthesia utilization. Each institution must mixed model amalgamates many of the advantages of
determine the best way to judge competency and the individual components.
grant privileges given the varied spectrum of practice As the scope of simulation expands, future study
settings and the individualized needs of patients. should aim to define the effectiveness of specific
types of simulation, including its translation to
measurable improvements in patient safety, clinical
LESSONS LEARNED FROM THE &&
outcomes, and cost-effectiveness [1 ].
CORONAVIRUS DISEASE 2019 PANDEMIC
AND FUTURE DIRECTIONS FOR
SIMULATION CONCLUSION
The coronavirus disease 2019 (COVID-19) pandemic Anesthesiologists at all levels can and should utilize
has required a dramatic shift in medical education. simulation for regional anesthesia training, but rec-
One benefit of simulation training is that education ommendations for the application and frequency
can still occur without dependence on clinical of simulation vary based on the expertise of the

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Use of simulation in regional anesthesiology training Kumar et al.

13. Sites BD, Chan VW, Neal JM, et al., American Society of Regional Anesthesia
learner. Repeated simulation exposure combined and Pain Medicine, European Society Of Regional Anaesthesia and Pain
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Pain Medicine and the European Society Of Regional Anaesthesia and Pain
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