Professional Documents
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Simulation - Applications - in Adult Learning
Simulation - Applications - in Adult Learning
Simulation in Healthcare,
Part I: The Future of Medical
Education and Training
Ernest E. Wang, MD, FACEP Christopher Pettineo, BA
Morris Kharasch, MD, FACEP Laura Pettineo, MA
Pamela Aitchison, RN Arthur J. Tokarczyk, MD
Peggy Ochoa, RNC-OB, MS Steven B. Greenberg, MD
Shekhar Menon, MD Stephen Small, MD
Noah DeGarmo, MD Scott Leikin, BA
Sarah Donlan, MD Martha Pettineo, RN
John Flaherty, MD, FACEP Emily C. Singer, MD
James Ahn, MD
Jerrold B. Leikin, MD
NorthShore University HealthSystem
OMEGA, Corporate and Occupational Health Services
Glenview, Illinois
Editorial Board
Raj Rolston, MD
Geisinger Medical Center
Danville, Pennsylvania
John C. Somberg, MD
Rush University Medical College
Rush Presbyterian-St. Luke’s Medical Center
Chicago, Illinois
Martin Lipsky, MD
University of Illinois at Chicago
College of Medicine at Rockford
Rockford, Illinois
Janis Orlowski, MD
Washington Hospital Center
Washington, D.C.
Disease-a-Month !
Pamela Aitchison, RN
Division of Emergency Medicine
NorthShore Center for Simulation and Innovation
NorthShore University HealthSystem
Evanston, IL
Shekhar Menon, MD
Division of Emergency Medicine
NorthShore University HealthSystem
Evanston, IL
Noah DeGarmo, MD
Associate Program Director, Emergency Medicine
Division of Emergency Medicine
NorthShore University HealthSystem
Evanston, IL
Sarah Donlan, MD
Division of Emergency Medicine
NorthShore University HealthSystem
Evanston, IL
John Flaherty, MD, FACEP
Division of Emergency Medicine
NorthShore University HealthSystem
Evanston, IL
James Ahn, MD
Section of Emergency Medicine
University of Chicago Pritzker School of Medicine
Chicago, IL
Christopher Pettineo, BA
Division of Emergency Medicine
NorthShore Center for Simulation and Innovation
NorthShore University HealthSystem
Evanston, IL
Laura Pettineo, MA
Division of Emergency Medicine
NorthShore Center for Simulation and Innovation
NorthShore University HealthSystem
Evanston, IL
Arthur J. Tokarczyk, MD
Department of Anesthesia
NorthShore University HealthSystem
Evanston, IL
Steven B. Greenberg, MD
Education Director, Department of Anesthesia
NorthShore University HealthSystem
Evanston, IL
Stephen Small, MD
Department of Anesthesia
University of Chicago Pritzker School of Medicine
Chicago, IL
Scott Leikin, BA
NorthShore Center for Simulation and Innovation
NorthShore University HealthSystem
Evanston, IL
Martha Pettineo, RN
NorthShore University HealthSystem
Evanston, IL
Emily C. Singer, MD
University of Chicago Pritzker School of Medicine
Chicago, IL
Disease-a-Month !
Foreword 663
Simulation and Adult Learning 664
Simulation and Adult Learning 664
Types of Simulation 667
Procedural Training 668
Immersive Simulation 668
Adult Learning Theory 670
Development of Expertise (Ericsson) 673
Creating an Effective Learning Environment for Adult Learning 675
Utilizing Simulation
Conclusions 677
References 677
Growth of a Simulation Lab: Engaging the Learner Is Key to 679
Success
Introduction 679
Analysis and Discussion of Contributing Factors 680
Staff 683
Equipment 684
Conclusions 686
References 687
Procedural Simulation 691
Development of Procedural Simulation 691
Current Uses of Procedural Simulation 692
Future Directions 696
References 697
Physiological Stress Responses of Emergency Medicine 700
Residents During an Immersive Medical Simulation Scenario
Introduction 700
Methods 700
Results 702
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Jerrold B. Leikin, MD
Editor-in-Chief
The result of the confluence of these developments has been the progres-
sive, almost viral spread of medical simulations across disciplines. As
technology continually improves and simulationists become more sophisti-
cated with their scenario orchestration, there has been an increase in the
realism of simulation and the opportunity to practice in simulated environ-
ments. The positive impact is now being described in terms of real patient
outcomes.11-13
666 DM, November 2011
There is one critical point to remember when discussing the efficacy of
simulation training: in order for our students to really learn, we have to
ensure that a proper learning environment is created for them. This
principle is the real basis for effective simulation-based training and
resides in adult learner-centered educational principles. The remainder of
this article describes the types of simulation currently available, the
framework for simulation-based training, and the educational pedagogy
that serves as the foundation for medical simulation with adult learners.
Types of Simulation
Simulation has traditionally been divided into low and high fidelity.
Low-fidelity simulation classically refers to task-trainers designed for
procedural training, such as airway heads, IV arms, static cardiopulmo-
nary resuscitation manikins, and the like. High-fidelity simulation refers
to full-body software-controlled manikins with dynamic mechanical
features, such as airway obstruction (laryngeal occlusion, tongue swell-
ing, or trismus), heart sounds, lung sounds (wheezing, rales, crackles,
absence of breath sounds), bowel sounds, central and peripheral pulses,
and seizure simulation. Most can accommodate a wide variety of
procedures, such as bag-mask ventilation, endotracheal intubation, crico-
thyrotomy, tube thoracostomy, and placement of a Foley catheter. The
most fully featured simulators can detect anesthesia gases, sweat, and
tear; produce mydriasis/miosis; and have the ability to register medication
administration and dosage. Specialty high-fidelity manikins include
neonatal simulators and a pregnancy simulator that has all the features of
high-fidelity manikins, but also can deliver an infant.
Experienced simulationists know this categorization is often arbitrarily
simplistic, and with technological advance, these categories are becoming
more blurred. Low-fidelity trainers are becoming more realistic with each
generation. Central line torsos now can provide anatomically realistic
ultrasound images so that ultrasound-guided central line placement can be
practiced. Trainers have been developed for lumbar puncture training
with interchangeable modules to simulate an obese or elderly patient, thus
increasing the difficulty level. By combining low-fidelity task trainers in
an immersive environment while a standardized patient interacts with the
participants, we can turn a low-fidelity simulator into a high-fidelity
experience. Likewise, a “high-fidelity” full-body manikin simulator can
be reduced to a simple airway task trainer or cardiopulmonary resuscita-
tion manikin if the simulation does not provide all the accessory stimuli
(patient voice, nursing confederate communication, storytelling) or if the
software capabilities are not used properly. As virtual reality and
DM, November 2011 667
computer simulation becomes increasingly immersive and mainstream, it
may be that these modalities will provide the most realistic simulation
experience in the future.
Procedural Training
A multitude of task trainers are available to teach procedural skill
acquisition in a variety of areas. A partial list includes noninvasive airway
management, endotracheal intubation, surgical airways, difficult airway
adjuncts, cardiac defibrillation and pacing, tube thoracostomy, central line
placement, intravenous and intraosseous initiation, drug administration,
lumbar puncture, birthing, and ultrasound, among others. Procedural
simulation is covered in-depth in the article by Ahn and Menon in this
issue.
Immersive Simulation
Immersive simulation is a planned educational activity where a learner
or group of learners take part in the care of a simulated medical patient in
an environment where the theatrical presentation is realistic enough for
the participants to feel immersed in the surroundings, suspend disbelief,
and manage the scenario as if the patient were real.
Doerr and Murray describe the “Simulation Learning Pyramid” that
serves as the foundation for creating effective simulation-based experi-
ences. The 4 elements of the pyramid are (1) the simulation plan; (2) the
simulation; (3) the debriefing; and (4) transference.14 Alinier has decon-
structed the components of simulation even further and has devised a
“Sequence to play the game known as Clinical Simulation” (Table 1).15
The simulation plan is a script designed by the instructors comprising
the following elements: (1) predefined learning goals and objectives; (2)
a description of how the case will play out, including plans for appropriate
responses from the simulator to the participants’ actions; (3) scripts for
actors who play the voice of the simulator, the confederates (family
member, nursing, prehospital provider, consultants, etc) as the learners
are guided through the simulation. Included in the plan should be a
method for setting the stage for the exercise and creating a safe learning
environment as part of the introduction (Table 1).
There are numerous methods and environments for creating immersive
simulation. Simulation centers are but one example. In situ simulation,
where the scenario is executed in the clinical work area—such as the
emergency department, intensive care unit, medical floor, ambulance,
helicopter, or a moulaged field response— can provide an equal experi-
ence and has its own advantages. Participants manage the simulated
668 DM, November 2011
TABLE 1. The “Sequence to play the game known as Clinical Simulation”
(1) Welcome the participants and create a friendly, supportive atmosphere
(2) Introduce the faculty
(3) Presession evaluation to determine baseline knowledge, skills, and attitudes
(4) Explanation of session plan
(5) Ice-breaking activity recommended if participants do not know each other
(6) Explanation of the basic simulation rules, the philosophy
(7) Introduction to the patient simulator and simulation environment
(8) Basic “warm-up” scenario for the whole group
(9) Clarification discussion
(10) Separation of participants into groups—“hot seat” and observers
(11) Scenario execution
(12) End scenario
(13) Facilitate debriefing
(14) Summarize the important learning points
(15) Switch groups
(16) Repeat steps 11-14 for subsequent scenarios
(17) Conduct an overall session debriefing
(18) Postsession evaluation
(19) End session
Adapted from Alinier G. Chapter 76 —Learning through play: simulation scenario ! obstacle
course " treasure hunt. In: Kyle RR, Murray WB, editors. Clinical Simulation: Operations,
Engineering and Management. London: Elsevier/Academic Press, 2008. p. 745-9.
patient in their actual environments and perform tasks with their own
equipment, allowing for increased realism, and possibly enhanced trans-
fer of the experience into actual clinical care.
In addition to the physical space, providing stimuli—monitors, sounds,
laboratory data, electrocardiogram, radiologic studies, nursing, family, and
consultants— creates realism. Adding task trainers so that participants have to
perform the actual procedure during an immersive simulation can provide
additional performance measurement and imbue the learner with enhanced
self-efficacy when a similar scenario presents during actual patient care.
Adding standardized patients to interact with the learners allows for even
more interaction and can train or assess communication skills.
Debriefing is a critical exercise in the simulation experience. The
students use this as a time for critical reflection on the simulation.
Facilitators guide the students through the management of the case by
discussing the learning objectives and providing diagnostic feedback on
the students’ performances. Key insights from simulation-based training
are derived during this important exercise. We want our learners to
appreciate the positive aspects of their performance even when the
outcome is not what they had hoped to have, but also to understand where
they need to improve by providing constructive, directed feedback. Often,
DM, November 2011 669
the participants will volunteer what they feel they need to improve on
without prompting.
Measurement of transference should ideally be determined before
implementing a simulation curriculum to determine its relative effective-
ness and to see if the lessons learned are incorporated into actual clinical
care and with what frequency. This type of information can be used as
feedback to make adjustments to improve on the simulation plan, the
simulation, and the debriefing.
Conclusions
Experiential learning is particularly suited for adult learners and
practicing medical professionals because the integration of theory and
simulated experience into clinical practice is pertinent and ongoing.24-26
Immersive high-fidelity medical simulation provides a platform whereby
participants learn by doing, thinking about, assimilating lessons learned,
and incorporating them into everyday behaviors.25,26 By incorporating
principles of adult learning into curriculum development and debriefing,
simulationists can improve the simulation experience for their trainees.
Conducted well, these experiences can be practice-changing and signifi-
cantly enhance clinical care.
REFERENCES
1. Gaba DM. The future vision of simulation in health care. Qual Saf Health Care
2004;13(suppl 1):i2-i10.
2. Kyle RR, Murray WB. Introduction. In: Kyle RR, Murray WB, editors. Clinical
Simulation: Operations, Engineering and Management. London: Elsevier/Aca-
demic Press, 2008. p. xxiv.
3. Gaba DM, DeAnda A. A comprehensive anesthesia simulation environment:
re-creating the operating room for research and training. Anesthesiology 1988;
69(3):387-94.
4. White PT. Behold the computer revolution. National Geographic 1970;138(5):
596-7.
5. Eyerman JR. For student doctors, it’s Sim the deathproof patient. Life 1967;63(23):
87, 90.
6. Society for Simulation in Healthcare. Our Society, undated. Accessed 2011.
Retrieved from: http://www.ssih.org/SSIH/ssih/Home/AboutSSH/Default.aspx.
7. Ericsson KA. Deliberate practice and the acquisition and maintenance of expert
performance in medicine and related domains. Acad Med 2004;79(suppl 10):
S70-81.
8. Ericsson KA. Deliberate practice and acquisition of expert performance: a general
overview. Acad Emerg Med 2008;15(11):988-94.
9. Ericsson KA. An expert-performance perspective of research on medical expertise:
the study of clinical performance. Med Educ 2007;41(12):1124-30.
DM, November 2011 677
10. Kohn LT, Corrigan JM, Donaldson MS, editors. To Err Is Human: Building a Safer
Health System. Washington, DC: National Academies Press, 2000. p. 78-9.
11. Andreatta P, Saxton E, Thompson M, et al. Simulation-based mock codes
significantly correlate with improved pediatric patient cardiopulmonary arrest
survival rates. Pediatr Crit Care Med 2011;12(1):33-8.
12. Barsuk JH, McGaghie WC, Cohen ER, et al. Simulation-based mastery learning
reduces complications during central venous catheter insertion in a medical
intensive care unit. Crit Care Med 2009;37(10):2697-701.
13. Cohen ER, Feinglass J, Barsuk JH, et al. Cost savings from reduced catheter-related
bloodstream infection after simulation-based education for residents in a medical
intensive care unit. Simul Healthc 2010;5(2):98-102.
14. Doerr H, Murray WB. Chapter 80. How to build a successful simulation strategy: the
simulation learning pyramid. In: Kyle RR, Murray WB, editors. Clinical Simulation:
Operations, Engineering and Management. London: Elsevier/Academic Press, 2008, p.
771-85.
15. Alinier G. Chapter 76. Learning through play: simulation scenario ! obstacle
course " treasure hunt. In: Kyle RR, Murray WB, editors. Clinical Simulation:
Operations, Engineering and Management. London: Elsevier/Academic Press,
2008. p. 745-9.
16. Knowles M, Holton III, EF Swanson RA. The Adult Learner: the Definitive Classic
in Adult Education and Human Resource Development, 6th edn. Boston, MA:
Elsevier, 2005.
17. Kaufman DM. Applying educational theory in practice. BMJ 2003;326(7382):
213-6.
18. Dewey J. Experience and Education. New York, NY: Simon and Schuster, 1938.
19. Kolb DA. Experiental Learning: Experience as the Source of Learning and
Development. Englewood Cliffs (NJ): Prentice-Hall, 1984.
20. Ericsson KA, Whyte 4th, J Ward P. Expert performance in nursing: reviewing
research on expertise in nursing within the framework of the expert-performance
approach. ANS Adv Nurs Sci 2007;30(1):E58-71.
21. Ericsson KA, Krampe RT, Tesch-Römer C. The role of deliberate practice in the
acquisition of expert performance. Psychol Rev 1993;100(3):363-406.
22. Butterworth JS, Reppert EH. Auscultatory acumen in the general medical popula-
tion. JAMA 1960;174(1):32-4.
23. Gordon J. ABC of learning and teaching in medicine: one to one teaching and
feedback. BMJ 2003;326(7388):543-5.
24. Issenberg SB, McGaghie WC, Petrusa ER, et al. Features and uses of high-fidelity
medical simulations that lead to effective learning: a BEME systematic review.
Med Teach 2005;27:10-28.
25. Fanning RM, Gaba DM. The role of debriefing in simulation-based learning. Simul
Healthc 2007;2(2):115-25.
26. Kneebone R. Evaluating clinical simulations for learning procedural skills: a
theory-based approach. Acad Med 2005;80(6):549-53.
27. Kirkpatrick DL. Evaluating Training Programs: the Four Levels, 2nd edn. San
Francisco (CA): Berrett-Koehler, 1998.
Staff
To accommodate the growth of the laboratory, the increasing trainee
load, and our emerging academic endeavors, allocated protected time for
physicians was created. Initially the center’s director (and the main
provider of simulation training) was provided with time out of the clinical
schedule for training events only.
As the number and variety of course offerings increased, and clinical
research developed, several physicians’ clinical responsibilities were
reduced to allow time to devote to these responsibilities. This educational
and academic endeavor could only take place with the commitment of the
administration in the Emergency Medicine Division. In addition to
physician time, critical support staff was required.
DM, November 2011 683
Based on the success of our crisis communication course for nurses at
NorthShore, our hospital became vested in this type of training for our
professional physician and nursing staff, and as a result, provided
significant funding that supported a full-time emergency medicine nurse
and a simulation technician to run the simulators and set up the sessions.
We anticipate that with our facility expansion, we will require 2-3
full-time nurses, 2 full-time simulation specialists, and 1 full-time
physician equivalent, along with a significant resource team, to handle
increasing number of trainees.
Equipment
Funding for our simulation equipment came from multiple sources.
State and federal grants for disaster planning and prehospital education
drove the acquisition of several devices. The need for filling educational
gaps in emergency medicine residency programs with critically ill
pediatric patients led to our partnering with Children’s Memorial Hospital
in Chicago, IL, to develop a pediatric curriculum using simulation. A
pediatric simulator was purchased to meet this national need. The “trauma
man” simulator was acquired through our level 1 trauma program and the
hospital’s commitment to nursing and resident education.
In reviewing our growth, our core group of educators reviewed each
step of the expansion to identify the key components that fostered the
successful development of our center. The areas we examined were the
physical plant, the simulation equipment, the curriculum, and our teach-
ing methodology.
We looked at each of these factors, but could not attribute our expansion
solely to the physical plant, the equipment, or even a robust curriculum.
Clearly, each of these factors added to our armamentarium for teaching,
but did not contribute to the true expansion of the program. Identifying
the driving force behind this expansion required a reflective analysis of
the events that emerged from the 10 ! 15 foot room where all of this
started.
The initial instruction provided to our residents 9 years ago, using this
new technology, was met with interest, at least with respect to the
computerized patient simulator. However, the first series of classes were,
in retrospect, limited successes. The technology was great; the physiology
of the simulator provided a realistic response to the learner’s input, and it
seemed that all the critical components were in place during the initial
phase to provide a tremendous experience for the participants. Instead,
our initial attempts elicited minimal learner interest. They perceived the
simulator as a novelty, rather than a robust instructional tool.
684 DM, November 2011
After this initial foray into resident education, the task of “engaging the
learner” became the priority for our center. We relegated the technology
of the simulator—the blinking of the eyes, the respiratory sounds, and the
heart sounds—in other words, the “bells and whistles,” to a secondary
role. We focused on developing what we felt was the key missing
ingredient— connecting the teacher and the learner.
Two objectives became the primary goals in the remodeling of the
educational component. First, we spent extra time formally identifying
specific learning needs for each trainee group. We paid particular
attention to the postcourse evaluations and written suggestions, incorpo-
rating those elements that were widely requested. By doing this, we
became much more learner-focused in our goals and objectives. We spent
significant presession time ensuring that each learning objective of each
simulation scenario was designed to meet the students’ needs, rather than
generic knowledge items or skills. Second was making it an absolute
priority to conduct the debriefing review sessions and critique perfor-
mances in a nonthreatening, supportive fashion with emphasis on gearing
the discussion to match the level of the audience.
Because of implementing these factors, we discovered that these
strategies generated an almost universal response from our learners:
“When can I come back for more cases?” By creating a learning
environment that was engaging and nonthreatening and by providing
3-4 critical teaching points per case that the learners felt were relevant
for them, we found that it created a powerful experience that was
preferred by students, nurses, paramedics, and residents alike. It also
became evident that it was critical to identify clinical educators with
the ability to conduct this type of session because these teachers were
the most effective at creating the environment we desired for the
learners. We now mandate that all teachers go through a debriefing
course to practice teaching with this new modality, and to debrief the
instructors to ensure they understand the strategies and the art of
keeping the students engaged.
Within our institution, positive feedback spread widely. We suc-
ceeded in providing our participants with constructive diagnostic
performance analysis in a way that was never demeaning or conde-
scending. The simple formula of “critical teaching points geared
toward the level of the learner and appropriate critiques in a positive
non-threatening fashion” was used for every participant. Without this
formula, we could not have cultivated the learners’ desire to partici-
pate again, and the interest and volume could never have been
realized.36 The direct by-product of this tremendous increase in
DM, November 2011 685
activity was financial support from the institution, as well as from a
variety of groups that participated in the laboratory.
In the end, we discovered that the software was as important as, if not
more important than, the hardware. The “human factor”—the teaching–is
what really drives the success of the programs we conduct.
Conclusions
The startup costs associated with developing a simulation program are
substantial. The cost of the machines and software approach $250,000 for
a high-end manikin, with space to accommodate these participants often
requiring significant hospital and/or medical school commitment. The
additional costs of nurses, technicians, and a physician can be over-
whelming. Unless a large grant or donation drives the initial startup and
personnel required, we recommend a strategy that focuses on generating
significant interest through positive experience.
This process will likely result in increased student volume and institu-
tion financial support. In our case, support from nursing, medical schools,
and prehospital care providers only came after we had developed a track
record with each group. As we increased the volume of teaching sessions
for these groups of learners, financial support for teachers and equipment
was justified. As the volume grew and more appropriate teachers were
identified, we began data collection for our various research projects and
actively sought outside funding and grants. Key personnel at our
institution with expertise in obtaining financial support focused on this
aspect, which allowed the teachers to focus on the laboratory, the
research, and the students.
There are other important factors that contribute to a successful center,
including a clear statement of purpose or vision, thoughtful consideration
of logistics (location, space, equipment, and personnel support), continu-
ing quality assurance (assessment and reassessment of the training’s
effectiveness), a network of like-minded and capable individuals com-
prising coinvestigators and colleague-educators, significant clinical expe-
rience in the simulation environment to develop expertise and leadership
in the field, and foremost, institutional support.
Our success was accomplished by engaging the learners with relevant
clinical “Pearls” geared toward their training level in a supportive
environment. This fostered a desire to return and gave our laboratory the
ability to improve and expand this unique educational experience. We
have discovered that the success of a simulation center depends more on
the thought and effort put into case development and on the individual
interactions between the educators and the learners than on the physical
686 DM, November 2011
plant or the hardware with all the “bells and whistles.” Had we relied on
a “technology-driven” educational model, it is unlikely that our programs
would have grown as they have. Our main lesson learned is that when you
engage the learner, growth will follow.
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30. Gordon JA, Tancredi D, Binder W, et al. Assessing global performance in
emergency medicine using a high-fidelity patient simulator: a pilot study [Abstract].
Acad Emerg Med 2003;10(5):472.
31. Vozenilek J, Wang E, Kharasch M, et al. Simulation-based Morbidity and Mortality
Conference: new technologies augmenting traditional case-based presentations.
Acad Emerg Med 2006;13:48-53.
32. Takayesu JK, Gordon JA, Farrell SE, et al. Learning emergency and critical care
medicine: what does high-fidelity patient simulation teach? [Abstract] Acad Emerg
Med 2002;9(5):476-7.
688 DM, November 2011
33. Shapiro M, Morchi R. High-fidelity medical simulation and teamwork training to
enhance medical student performance in cardiac resuscitation [Abstract]. Acad
Emerg Med 2002;9(10):1055-6.
34. Vozenilek J, Handler J, Kontrick A. Augmentation of the medical student rotation
with high fidelity simulation: learning by the numbers [Abstract]. Acad Emerg Med
2004;11(8):898.
35. Coates WC, Steadman RH, Huang YM, et al. Full-scale high fidelity human patient
simulation vs problem based learning: comparing two interactive educational
modalities [Abstract]. Acad Emerg Med 2003;10(5):489.
36. Wang EE, Beaumont J, Kharasch M, et al. Resident response to integration of
simulation-based education into emergency medicine conference. Acad Emerg Med
2008;15(11):1207-10.
37. Adler MD, Vozenilek JA, Trainor JL, et al. Development and evaluation of a
simulation-based pediatric emergency medicine curriculum. Acad Med 2009;
84(7):935-41.
38. Adler MD, Vozenilek JA, Trainor JL, et al. Comparison of checklist and anchored
global rating instruments for performance rating of simulated pediatric emergen-
cies. Simul Healthc 2011;6(1):18-24.
39. Wang EE, Aronwald R, Kharasch MS, et al. The Response to Emergent Scenarios
Utilizing Simulation (RESUS) Training Program: the effect of multimodal simu-
lation on dysrhythmia recognition and treatment proficiency in fourth-year medical
students. Society for Academic Emergency Medicine (SAEM) Annual Meeting
Abstracts. Acad Emerg Med 2010;17(5):S124.
40. Wang EE, Quinones J, Fitch MT, et al. Developing technical expertise in
emergency medicine—the role of simulation in procedural skill acquisition. Acad
Emerg Med 2008;15(11):1046-57.
41. Ahn J, Kharasch M, Aronwald R, et al. Assessing the ACGME Requirement for
Transvenous Pacer Procedural Competency Through Simulation. 11th Annual
International Meeting of Simulation in Healthcare. New Orleans, LA: 2011.
42. Wang EE, Kharasch M, Kuruna D. Facilitative debriefing techniques for simula-
tion-based learning. Acad Emerg Med 2011;18(2):e5.
43. Wang EE, Kharasch M, Vozenilek JA. My mouth hurts. In: MedEdPORTAL, 2008.
Available from: http://services.aamc.org/jsp/mededportal/retrieveSubmissionDetail
Byld.do?subld!721 or http://services.aamc.org/jsp/mededportal/browseDetails.
do?discipline!12.
44. Wang EE, Vozenilek JA. A pain in the neck. In: MedEdPORTAL, 2009. Available
from: http://services.aamc.org/jsp/mededportal/retrieveSubmissionDetailById.do?
subId!717.
45. Pettineo CM, Vozenilek JA, Wang E, et al. Simulated emergency department
procedures with minimal monetary investment: cricothyrotomy simulator. Simul
Healthc 2009;4(1):60-4.
46. Pettineo CM, Vozenilek JA, Kharasch M, et al. Epistaxis simulator: an innovative
design. Simul Healthc 2008;3(4):239-41.
47. Pettineo CM, Vozenilek JA, Kharasch M, et al. Inconspicuous portable audio/visual
recording: transforming an IV pole into a mobile video capture stand. Simul
Healthc 2008;3(3):180-2.
48. Wang EE, Vozenilek J, Flaherty J, et al. An innovative and inexpensive model for
teaching cricothyrotomy. J Soc Simul Healthc 2007;2(1):25-9.
DM, November 2011 689
49. Beck EH, Kharasch M, Menon S, et al. Percutaneous transtracheal jet ventilation.
Acad Emerg Med 2011;18(5):e38.
50. Wang EE. Posterior ankle dislocation reduction. Acad Emerg Med 2010;17:e152.
51. Tudor BC, Wang EE, Norris R. Anterior shoulder dislocation: the scapular
manipulation technique. Acad Emerg Med 2010;17(6):e40.
52. Griffith JD, Coleman P, Kharasch M, et al. Aortic dissection: an emergent clinical
presentation. Acad Emerg Med 2010;17(4):466.
53. Costello H, Wang EE, Temple B, et al. Rapid sequence intubation for acute
intracranial hemorrhage. Acad Emerg Med 2010;17(3):341.
54. Lu DW, Wang EE, Self WH, et al. Patellar dislocation reduction. Acad Emerg Med
2010;17(2):226.
55. Doelger E, Kharasch M, Pettineo C, et al. Emergent management of anterior
epistaxis. Acad Emerg Med 2009;16(4):365.
56. Asaravala M, Kharasch M, Pettineo C, et al. Emergent intraosseous access. Acad
Emerg Med 2008;12:1324.
57. Insua JA, Griffith J, Wang EE, et al. Emergent airway adjuncts: the tracheal tube
introducer. Acad Emerg Med 2008;15(8):793.
58. Reaven D, Kharasch M, Pettineo C, et al. Management of posterior epistaxis. Acad
Emerg Med 2008;15(6):585.
59. Wang EE, Baran E, Kharasch M, et al. The emergent transvenous pacemaker. Acad
Emerg Med 2008;15(5):487.
60. Van Roo J, Wang EE, Vozenilek JA, et al. Central venous catheterization–right
internal jugular vein approach. Acad Emerg Med 2008;15(4):397.
61. Self WH, Wang EE, Vozenilek JA, et al. Dynamic emergency medicine. Arthro-
centesis. Acad Emerg Med 2008;15(3):298.
62. Levine M, Wang E, Salzman D, et al. The emergent tube thoracostomy. Acad
Emerg Med 2008;15(2):207.
63. Wang E, Vozenilek J, Pettineo C. The emergent cricothrytomy. Acad Emerg Med
2008;15(2):206.
Future Directions
Although simulation is not required by the ACGME as part of the
graduate medical education, procedural simulation has steadily been
incorporated into medical education—a phenomenon that will only
accelerate. However, this teaching instrument will eventually have
applications beyond teaching medical trainees. A call for using simulation
for competency testing already exists—procedural simulation can be used
to assess trainee skill levels before advancement.5 Emergency medicine
curriculums are already beginning to incorporate simulation to assess core
competencies.39 Procedural simulation as an adjunct to board examina-
tions is of particular interest, especially to procedure-heavy specialties,
such as surgery, anesthesia, emergency medicine, and various internal
medicine subspecialties. Traditional oral examinations will be replaced by
simulation-based tests where applicants will need to demonstrate rather
than verbalize how to perform a procedure. Similarly, hospital privileges
may be based on the physician’s ability to demonstrate the desired
procedure on a simulator to sponsoring departments.3 Finally, simulation
technology has entered the medical-legal field as insurance companies
offer incentives for anesthesiologists who have practiced crisis resource
management with high-fidelity simulations. A similar approach toward
procedures may not be unreasonable—premiums for procedure-heavy
696 DM, November 2011
specialties may be decreased based on participation and practice with
procedural simulators.40
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1. Ericsson KA. Deliberate practice and acquisition of expert performance: a general
overview. Acad Emerg Med 2008;15(11):988-94.
2. Patel AA, Glaiberman C, Gould DA. Procedural simulation. Anesthesiol Clin
2007;25(2):349-59.
3. Kohn JT, Corrigan JM, Donaldson MS, editors. To Err Is Human: Building a Safer
Healthcare System. Washington, DC: National Academies Press, 1999.
4. Ziv A, Wolpe PR, Small SD, et al. Simulation-based medical education: an ethical
imperative. Acad Med 2003;78(8):783-8.
5. Vozenilek J, Huff JS, Reznek M, et al. See one, do one, teach one: advanced
technology in medical education. Acad Emerg Med 2004;11(11):1149-54.
6. Grantcharov TP, Reznick RK. Teaching procedural skills. BMJ 2008;
336(7653):1129-31.
7. Cooper JB, Taqueti VR. A brief history of the development of mannequin
simulators for clinical education and training. Postgrad Med J 2008;
84(997):563-70.
8. Gillies DF, Williams CB. An interactive graphic simulator for the teaching of
fibrendoscopic techniques. In: Marechal G, editor. EUROGRAPHICS 1987.
Amsterdam: North-Holland, 1987. p. 127-38.
9. Castanelli DJ. The rise of simulation in technical skills teaching and the implica-
tions for training novices in anaesthesia. Anaesthesiol Intensive Care 2009;
37(6):903-10.
10. Aggarwal R, Grantcharov TP, Darzi A. Framework for systematic training and
assessment of technical skills. J Am Coll Surg 2007;204(4):697-705.
11. Aggarwal R, Grantcharov TP, Eriksen JR, et al. An evidence-based virtual reality
training program for novice laparoscopic surgeons. Ann Surg 2006;244(2):310-4.
12. Velmahos GC, Toutouzas KG, Sillin LF, et al. Cognitive task analysis for teaching
technical skills in an inanimate surgical skills laboratory. Am J Surg 2004;
187(1):114-9.
13. Luker KR, Sullivan ME, Peyre SE, et al. The use of a cognitive task analysis-based
multimedia program to teach surgical decision making in flexor tendon repair. Am J
Surg 2008;195(1):11-5.
14. Ahlberg G, Hultcrantz R, Jaramillo E, et al. Virtual reality colonoscopy simulation:
a compulsory practice for the future colonoscopist? Endoscopy 2005;37(12):
1198-204.
15. Seymour NE, Gallagher AG, Roman SA, et al. Virtual reality training improves
operating room performance: results of a randomized, double-blinded study. Ann
Surg 2002;236(4):458-63.
16. Grantcharov TP, Kristiansen VB, Bendix J, et al. Randomized clinical trial of
virtual reality simulation for laparoscopic skills training. Br J Surg 2004;91(2):
146-50.
17. Di Giulio E, Fregonese D, Casetti T, et al. Training with a computer-based
simulator achieves basic manual skills required for upper endoscopy: a randomized
controlled trial. Gastrointest Endosc 2004;60(2):196-200.
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18. Van Sickle KR, Ritter EM, Smith CD. The pretrained novice: using simulation-
based training to improve learning in the operating room. Surg Innov 2006;
13(3):198-204.
19. Boyd KB, Olivier J, Salameh JR. Surgical residents’ perception of simulation
training. Am Surg 2006;72(6):521-4.
20. Draycott TJ, Crofts JF, Ash JP, et al. Improving neonatal outcome through practical
shoulder dystocia training. Obstet Gynecol 2008;112(1):14-20.
21. Wayne DB, Barsuk JH, O’Leary KJ, et al. Mastery learning of thoracentesis skills
by internal medicine residents using simulation technology and deliberate practice.
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trainees advanced airway skills. Acad Emerg Med 1999;16(6):395-9.
23. Binstadt E, Donner S, Nelson J, et al. Simulator training improves fiber-optic
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24. Overly FL, Sudikoff SN, Shapiro MJ. High-fidelity medical simulation as an
assessment tool for pediatric residents’ airway management skills. Pediatr Emerg
Care 2007;23(1):11-5.
25. Wong DT, Prabhu AJ, Coloma M, et al. What is the minimum training required for
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2010;17(4):460-3.
28. Lee AC, Thompson C, Frank J, et al. Effectiveness of a novel training program for
emergency medicine residents in ultrasound-guided insertion of central venous
catheters. CJEM 2009;11(9):343-8.
29. Evans LV, Dodge KL, Shah TD, et al. Simulation training in central venous catheter
insertion: improved performance in clinical practice. Acad Med 2010;85(9):1462-69.
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bloodstream infection after simulation-based education for residents in a medical
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31. Barsuk JH, McGaghie WC, Cohen ER, et al. Simulation-based mastery learning
reduces complications during central venous catheter insertion in a medical
intensive care unit. Crit Care Med 2009;37(10):2697-701.
32. Naik VN, Matsumoto ED, Houston PL, et al. Fiberoptic orotracheal intubation on
anesthetized patients: do manipulation skills learned on a simple model transfer into
the operating room? Anesthesiology 2001;95(2):343-8.
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impact of model fidelity on acquisition and transfer of cricothyrotomy skills to
performance on cadavers. Anesth Analg 2008;107(5):1663-9.
698 DM, November 2011
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2008;15(11):984-7.
FIG 2. Participant’s monitor reading during simulation scenario. (Color version of figure is
available online.)
Results
All the residents’ heart rate and systolic blood pressure increased during
the management of the case. The mean increase in heart rate was 42 bpm
over baseline with a range of 21 bpm to 72 bpm; the mean systolic blood
pressure increase was 23 mm Hg. One of the cases was stopped before
completion when there was concern for a resident whose pulse reached
170 (Table 2).
Residents recorded mean pre-encounter self-assessment of stress levels
of 39.2 mm on a 100-mm visual analogue score and postencounter stress
levels of 49 mm, 59 mm if the case were a real patient, and 72.1 mm if
the case were hypothetically to be used as criteria for passing a
certification examination. Despite the physiological stress response trig-
702 DM, November 2011
TABLE 2. Participants’ physiological data during the simulation
Mean heart rate increase 42 beats per minute
Range of heart increase 21-72 beats per minute
Mean systolic blood pressure increase 23 mm Hg
Willingness to participate in future sessions 12 of 12 participants
gered by the study, 100% of the study participants (n ! 12) indicated they
are willing to participate in future sessions.
Discussion
One of the major goals of high-fidelity simulation is to create a realistic
environment that reproduces the actual patient experience as closely as
possible to generate a required emotional response. Quantifying the
perceived reality of a high-fidelity experience is often a subjective
measure. Ideally the learner interacts with the manikin in the immers-
ive environment as they would with an actual patient. Comments by the
learner over the years have said they almost all uniformly feel as if they
are taking care of a real patient, especially as the case progresses. These
are important subjective evaluations, but do not quantify how much they
felt the simulation was “real.”
We hypothesized that the physiological response of the participants’
heart rates and blood pressures could act as a surrogate marker for their
subjective evaluations of the reality to simulation. We did not determine
the effect of individual factors’ contributions to the stress level. We told
the residents that we were not evaluating their performance in the case,
but we did not assess whether this may have decreased their perceived
stress level. The simulation scenarios involved several observers (the
ancillary personnel, nurses, and technicians) and being physically con-
nected to the monitors. The fact that they were being observed may have
increased their stress level. However, these participants had been working
in the Emergency Department (ED) already and had been accustomed to
being observed by nurses and technicians, as well as by their attending
physicians. Furthermore, participants’ perceived stress may have in-
creased just by having noninvasive monitoring on their body during the
case.
Simulations are demonstrably both physically and psychologically
stressful for residents.3 These findings suggest that treating a patient
simulator can indeed be similar to treating a real critically ill patient.
Physiological arousal suggests that the residents developed a sense of
urgency and responsibility for managing the simulated patient. Because
DM, November 2011 703
stress and chaos is common in the ED, staff must learn to function
competently within such an environment. Triggering genuine internal
stress is likely a significant factor in creating authenticity in a simulation
laboratory for an ED staff member.
Although it is not possible from our data to delineate the specific factors
responsible for creating a realistically stressful laboratory experience in a
“man down” scenario, one can reasonably assume that the situation
closely parallels a genuine life-threatening case. Similar to emergency
medical cases, this particular case requires participants to respond to the
simulator’s rapidly deteriorating state, to make quick decisions, and to
demonstrate good technical skills. A future area of study would be to
compare how a resident copes with elevated stress levels and high
emotional acuity during a medical simulation with their performance in
an actual clinical setting.
Psychological stress can be enormously beneficial in terms of decision-
making, memory retrieval, and focus. It can also significantly interfere
with cognitive processes and performance. Studies have shown that the
relationship between stress and performance is most accurately reflected
by a bell curve. In general, an optimal amount of stress tends to improve
performance.4 Although an optimized level of stress can enhance clinical
ability, too much stress may lead to poorer performance and possibly
place a patient’s life at increased risk. It is imperative that physicians in
training have opportunities to practice coping with highly stressful
external situations that trigger an internal stress response. Increased
self-awareness of stress triggers and coping mechanisms may help a
clinician take textbook and conceptual knowledge and transfer it more
successfully into clinical and procedural performance. A clinician who is
unable to determine when their stress level is interfering with perfor-
mance is more likely to become overwhelmed and make mistakes that are
potentially lethal for the patient.5
Because we have demonstrated that residents can experience physio-
logical arousal from treating simulated patients using an immersive
environment, the next steps would be to determine whether these levels
accurately represent their response to real clinical situations, whether the
degree of response correlates with difficulty of a case, and whether the
responses correlate with the realism of specific patient simulations. Data
involving the arousal levels during various simulated scenarios may be
useful predictors of anticipated difficulty with those cases. Furthermore,
would failure to elicit a stress response during a contrived emergency case
indicate lack of viability or usefulness of that specific case? Are certain
simulation scenarios more able to trigger a stress response than others?
704 DM, November 2011
This investigation was limited to emergency medicine trainees. How-
ever, stress response variables using high-fidelity patient simulators may
be generalizable to training in many other medical specialties, such as
anesthesiology, critical care, internal medicine, obstetrics, pediatrics, and
surgery. Anecdotally, there are different “personality types” in different
fields of medicine. Surgery, anesthesia, critical care, obstetrics, and
emergency medicine are commonly thought of as fields where clear and
decisive thinking under pressure is a valued skill. Other fields are more
“cerebral” and rarely involve high-pressure situations. There may come a
day when stress levels during a standardized set of cases may help
medical students with their specialty choices. By helping them discover
and become self-aware of their own stress response coping mechanisms,
it could allow them to decide the field of medicine that may best suit
them.
Conclusions
Although patient simulators currently do not fully re-create the demands
placed on a physician during a life-threatening case, this investigation
suggests that simulations can trigger a very “real” stressful experience.
We were able to demonstrate that residents adequately “suspended
disbelief” and performed “as if” it were real. All participants indicated
interest in future participation in medical simulation, despite the stress
provoked. The opportunity to practice clinical skills in a realistic
environment has previously been limited to actual clinical settings in
which death was always a possibility. Simulations provide invaluable
opportunities for medical trainees to practice their critical care and
thinking skills under very real stress. The obvious difference is also a
critical one: a trainee can learn to harness their own stress response
without placing patients’ lives at risk.
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DM, November 2011 705
Use of Mannequin-Based Simulators
in Anesthesiology
Arthur J. Tokarczyk, MD, and
Steven B. Greenberg, MD
Introduction
The field of anesthesiology is one of the first medical specialties to use
high-fidelity simulation in a quest to improve patient safety and reduce
human errors. Medical mistakes have been shown to result in significant
morbidity and mortality,1 including preventable adverse anesthetic
events.2 “See one, do one, teach one” may be inadequate to educate
trainees on complex procedures and skills, let alone communication and
leadership required during critical situations. Traditionally, long hours of
the working day and on-call shifts provided the crude exposure to these
experiences, but restrictions and streamlining of the time spent in the
hospital reduce the exposure to various situations. Simulators may
provide training on less common, but critical, events, while standardizing
the residents’ approach to these situations. Furthermore, simulations
require the ability to physically put into practice knowledge, and solidify
learning by creating an emotional attachment through the juxtaposition of
making a decision and realizing the consequences.
The limitations of adequately preparing for uncommon or dangerous
events can limit the ability to adequately manage such events. Throughout
history, humankind has been confronted with numerous situations for
which he has been unable to anticipate or master. Historically, the ability
to fully prepare for battle was restricted because of safety concerns for
both the trainee and the trainer. The Roman soldiers developed fighting
simulators, or “quintains,” to replicate the actions that would be danger-
ous to practice.3 This ability to practice individual skills is similar to
modern task trainers, while more advanced computerized simulators now
allow for replication of an entire environment, from flight simulators to
full multinational war games. The military, aircraft, medical, and nuclear
power industries are just a few notable employers of modern simulators.
By training and evaluating personnel through simulators, a variety of
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3. Grenvik A, Schaefer JJ, DeVita MA, et al. New aspects on critical care medicine
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DM, November 2011 721
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within the catchment area. Disasters can be categorized into several types:
1. natural disasters (eg, fires, floods, droughts, hurricanes, landslides,
tornadoes, earthquakes, heat waves, winter storm events such as bliz-
zards, and cold-related emergencies); 2. human-caused or technological
disasters (eg, dam failures, hazardous material accidents, aviation acci-
dents, accidents involving nuclear reactors); or 3. national security
disasters (terrorism associated with WMD, such as nuclear/biological/
chemical attacks).12 Domestic preparedness for such events relies on
capable and properly trained prehospital personnel as well as effectively
integrated hospitals within the local community. Despite this, it is
estimated that only 4% of the US Homeland Security funding for public
safety terrorism preparedness is allotted to EMS.1
First responders need to be able to identify a mass casualty situation,
recognize the potential causes based on the presentation, and trigger alerts
to initiate containment protocols. Because bioterrorist events will likely
occur without warning and the cause will not be known, symptom-based,
all-hazards, decision-making algorithmic approaches have been proposed
to improve providers’ ability to predict the cause and initiate rapid
DM, November 2011 727
treatment. Bond et al. studied the use of this type of algorithm on the
ability of health care providers to correctly choose the proper triage and
management for 26 unknown terrorism scenarios.13 Each required that
one make a triage choice on the “attack” algorithm (the trunk algorithm)
and then proceed to 1 of 4 other branch algorithms (dirty resuscitation,
chemical agents, biological agents, bomb/blast/radiation dispersal device)
to make a final triage choice. The authors found that the 110 physicians
and nurses who participated in the study performed substantially better
than would have been expected by chance alone. The overall total score
was 45% correct for all participants, whereas the conditional probability
of guessing both the attack algorithm and the final card correct ranged
from 4.7% for the biological, chemical, and bomb/blast algorithms to
2.4% for the dirty resuscitation algorithm.13 The algorithms described by
Bond et al. have been implemented in an Advanced Bioterrorism Training
Course at our NorthShore Center for Simulation and Innovation Highland
Park Hospital Simulation Campus in Highland Park, IL to extensively
disseminate this training to EMS providers throughout Lake County, IL
(Fig 3).
Using the Simple Triage and Rapid Treatment (START) triage system,
triage accuracy in one large urban study was documented at 78%.14
During a disaster drill (train collision with blast injury and chemical
release), the accuracy and speed of triage of 130 patient-actors by the Fire
Department of New York City EMS personnel was evaluated using the
START triage system. All EMS personnel had been previously trained in
START, but refresher training was not administered before the drill.
Overall triage accuracy was 78%. In patients who had additional changes
in their status during the triage process (injects), 62% were retriaged
appropriately.14 Triage/treatment began 40 minutes after the drill began;
the average time from start of triage to transport was 1 hour and 2
minutes, and the scene was completely cleared in 2 hours and 38
minutes.14
Likewise, natural disasters pose similar potential for injury and death
while exposing first responders to environmental hazards as well. In the
Asia-Pacific region, where over one-half of the world’s natural disasters
occur, manikin-based simulations have been effectively conducted in
multiple countries to treat traumatic injuries and life threats: (1) leg
wound (hemorrhagic shock/immediate); (2) chest wound (tension pneu-
mothorax/immediate); (3) head wound (traumatic brain injury/expectant);
and (4) limb trauma (leg fracture/delayed).15
Disaster drills differ from manikin-based simulations because these
scenarios test the systems’ response to disaster and have broader scope
728 DM, November 2011
FIG 3. Bioterrorism dirty resuscitation simulation. (Advanced Bioterrorism Training Course
conducted at NorthShore Center for Simulation and Innovation CSTAR Highland Park Hospital,
Highland Park, IL. Photo: Ernest E. Wang, MD, FACEP.) (Color version of figure is available
online.)
Conclusions
The skills required of EMS providers are complex and can be difficult
to master. They need to be skilled with emergent interventions to stabilize
patients with acute conditions in a variety of situations dictated by the
environment, to effectively work in micro- and macrounits as part of a
larger EMS system, and to be situationally aware of CBRNE threats.
Emergent procedures are now being taught using simulation so that
EMS providers can apply superior skills to actual clinical care and
improve outcomes for the patients they encounter.
The key to disaster preparedness is providing first responders with the
best possible training modalities to simulate the experience of a mass
casualty event so that they have a working knowledge of the general
principles for effectively managing the situation.
Effective periodic simulation exposure and contemporaneous debriefing
are necessary to foster teamwork and communication with receiving
facilities and to improve pre-hospital providers’ ability to perform
emergent procedures effectively. Additionally, simulation can help them
perform rapid cognitive processing and act effectively in high-pressure,
highly variable, and possibly dangerous environments. In this way,
simulation can help make poise under pressure a learned behavior.
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safety of pre-hospital anaesthesia. J Assoc Anesth Gt Br Irel 2009;64:978-83.
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Procedures
Simulation has been used to teach residents a variety of clinical
procedures germane to the practice of IM, including central line place-
ment, thoracentesis, and paracentesis (Fig 1). Simulation-based training
has been shown to improve resident confidence in performing procedures
in addition to improving actual skill level.7 A simulation-based interven-
tion to teach third-year IM residents thoracentesis demonstrated a 71%
improvement in clinical skills following a simulation-based training, with
all residents achieving mastery skill level following the training.8 The
simulation involved two 2-hour-long education sessions involving a
videotaped presentation followed by deliberate practice with a thoracen-
tesis simulator. Another study taught residents to perform knee arthro-
centesis, central venous catheterization, lumbar puncture, paracentesis,
and thoracentesis, all using the model of video instruction with discussion
of key concepts followed by a faculty-led hands-on simulation-based
instruction and individual deliberate practice using simulators. Partici-
pants demonstrated statistically significant improvement in skills follow-
ing the intervention.9
Central line placement is another important procedural skill for IM
house staff. SBME using manikins with deliberate practice and directed
feedback has been used to teach residents proper central venous catheter
746 DM, November 2011
FIG 1. Simulator task trainers. Central line simulator (CentralLineMan; Simulab, Seattle, WA;
http://www.simulab.com/product/ultrasound-trainers/centralineman-system); paracentesis ul-
trasound training model (Blue Phantom; Redmond, WA) (http://www.bluephantom.com/
details.aspx?pid!55&cid!430); thoracentesis ultrasound training model (Blue Phantom; Red-
mond, WA) (http://www.bluephantom.com/details.aspx?pid!92&cid!432). (Color version
of figure is available online.)