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Translating a Multisource Feedback Program 
for Medical Students to a New Institution. 
M. Lai, N. Roberts, J. Martin 
Eastern Health Clinical School. Monash University and Deakin University 
Background 
Different 
ins*tu*ons 
have 
similar 
aims 
to 
train 
future 
workforce 
to 
provide 
pa*ent-­‐centred, 
personalised 
medicine 
and 
manage 
chronic 
illness 
in 
an 
ageing 
popula*on. 
However, 
due 
to 
ins*tu*ons’ 
different 
educa*onal, 
clinical 
and 
organisa*onal 
contexts, 
off-­‐the-­‐shelf 
programs 
may 
not 
transplant 
effec*vely 
to 
new 
environments. 
We 
describe 
transfer 
of 
an 
exis*ng 
program 
to 
a 
new 
ins*tu*on 
using 
a 
program 
logic 
framework 
to 
adapt 
the 
program 
and 
manage 
its 
implementa*on. 
The P3 PTA Program 
The 
Pa*ent 
Partner 
Program 
(P3) 
recruits 
pa*ent 
volunteers 
from 
the 
community 
for 
supervised 
consult-­‐style 
teaching. 
P3 
aims 
to 
equip 
students 
for 
pa*ent-­‐centred 
care, 
development 
and 
integra*on 
of 
key 
clinical 
competencies. 
P3 
was 
developed 
in 
2005 
by 
the 
University 
of 
Tasmania 
Launceston 
Clinical 
School 
(1) 
and 
translated 
to 
the 
first 
clinical 
year 
at 
Eastern 
Health 
Clinical 
School 
in 
2013. 
Key 
features 
of 
P3 
are 
enthusias*c 
pa*ent 
teachers, 
very 
small 
groups, 
a 
safe 
environment, 
adequate 
*me, 
and 
immediate 
mul*-­‐source 
feedback 
from 
pa*ents, 
peers 
and 
tutors. 
Tutors 
assess 
students 
using 
a 
structured 
scale 
(2) 
and 
provide 
immediate 
feedback 
during 
student-­‐led 
consulta*on 
prac*ces. 
Students 
also 
receive 
verbal 
feedback 
from 
peers 
and 
pa*ents. 
The Evaluation Design 
Formal 
evalua*on 
of 
the 
first 
year 
of 
P3 
PTA 
implementa*on 
was 
undertaken 
to 
clarify 
the 
internal 
structure 
and 
the 
func*oning 
of 
the 
translated 
program. 
Logis*c 
and 
educa*onal 
challenges 
of 
implementa*on 
were 
explored 
through 
observa*on, 
program 
record 
analysis 
and 
obtaining 
pa*ent, 
tutor 
and 
student 
feedback. 
The 
resul*ng 
program 
logic 
will 
guide 
further 
implementa*on 
to 
maximize 
the 
desired 
outcomes 
of 
the 
program. 
Educa*onal 
research 
exploring 
the 
development 
of 
the 
students’ 
pa*ent 
centred 
consulta*on 
skills 
is 
reported 
elsewhere. 
Ethics 
approval 
for 
the 
evalua*on 
and 
research 
was 
obtained 
from 
Monash 
HREC. 
What Did We Learn? 
Successful 
implementa*on 
highlighted 
the 
value 
of 
a 
clear 
plan, 
star*ng 
small, 
defined 
expecta*ons 
to 
suit 
our 
learners, 
experienced 
mentors, 
key 
staff 
with 
necessary 
skills, 
suppor*ve 
faculty 
and 
associates. 
Learner 
and 
teacher 
feedback 
was 
very 
posi*ve, 
favourably 
contras*ng 
the 
new 
learning 
environment 
to 
the 
tradi*onal 
seXng. 
The translation 
UTAS P3 EHCS P3 PTA 
• Senior students – Year 4&5 
• 2 year program 
• Progressive skill development and 
complexity 
• Range of consult styles/settings 
• GP tutors 
• Patient volunteers from GP 
practices 
• Multisource feedback 
• Video to support feedback and 
reflection 
• Junior clinical students – Year 3 
• One semester (current) 
• Focus on patient centred 
consultation skills 
• GP style consult 
• Tutors mainly hospital staff 
• Patient volunteers from patient 
support groups and advertising 
• Multisource feedback 
• No video 
“much 
more 
helpful 
to 
me 
than 
I 
expected” 
“excellent 
environment, 
everything 
we 
needed 
was 
there” 
“ability 
to 
prac*ce 
history 
and 
examina*on 
in 
an 
unhurried, 
controlled 
seXng” 
“the 
feedback 
was 
great 
,much 
beaer 
than 
I 
expected” 
The Research 
Measurable 
improvement 
in 
pa*ent-­‐centredness 
afer 
5 
sessions. 
Posi*ve 
benefit 
of 
wriaen 
pa*ent 
feedback 
The P3 PTA Program Logic 
A 
program 
logic 
to 
guide 
effec*ve 
program 
planning 
and 
implementa*on, 
clearly 
iden*fied 
the 
enablers 
and 
barriers 
for 
success. 
This 
approach 
uncovered 
the 
implicit 
assump*ons 
and 
understandings 
of 
P3, 
focussed 
the 
team, 
limited 
unexpected 
situa*ons 
and 
provided 
the 
basis 
for 
analysis 
and 
sharing 
of 
outcomes. 
“It 
made 
me 
more 
confident 
talking 
about 
my 
condi*on” 
“I 
probably 
get 
as 
much 
out 
of 
it 
as 
the 
students” 
“Volunteering 
helps 
me 
to 
feel 
useful, 
and 
I’m 
excited 
to 
see 
these 
students 
in 
their 
medical 
training. 
I 
like 
being 
part 
of 
their 
future.” 
“It’s 
a 
great 
thing 
for 
our 
community” 
Students 
Patients 
s 
Tutors 
“even 
more 
enjoyable 
than 
I 
expected” 
“a 
great 
opportunity 
to 
comment 
and 
help 
improve 
student 
performance 
there 
and 
then 
“much 
easier 
than 
teaching 
in 
General 
Prac*ce 
where 
I 
am 
more 
focused 
on 
pa*ent 
diagnosis 
and 
management” 
“obviously 
enjoyable 
and 
sa*sfying 
for 
pa*ents” 
Relative importance of program features in narrative descriptions 
Introduction One year 
Key success factors 
Ø Robust system for screening, informed consent, and support of patient recruits 
Ø Comprehensive database to manage patient, student, tutor data, session 
schedule and assessment process 
Ø Carefully developed pedagogy, and student assessment tool (Rating 
Instrument for Clinical Consultation Skills: RICS) 
Ø Mentoring and lifelong learning skills promoted: patients, tutors and students 
participate in a ‘community of educational practice’ 
Ø Support of students, tutors and patients 
Ø Planned evaluation 
Ø Expect the unexpected! 
! 
Context! 
! 
Increased! 
burden!of! 
chronic!disease! 
! 
! 
! 
! 
! 
! 
! 
Changing! 
consumer!and! 
societal! 
expectations!of! 
doctors! 
! 
! 
! 
! 
! 
Patients! 
increasingly! 
informed!and!! 
willing!to!be! 
actively!engaged! 
in!own! 
healthcare!and! 
medical! 
education! 
! 
Changing!learning! 
environment!in! 
health!services! 
! ! ! ! 
Develop!competence!in;! 
=!Consultation!and!communication!skills! 
=!Patient=centred!care!! 
=!Chronic!disease!management! 
Intended!outcomes! 
Effective!and!efficient!learning!methods!to! 
complement!acute!environment! 
Safe!and!paced!learning!environment! 
! 
Better!tools!for!learning,!teaching,! 
assessment!and!feedback! 
Inputs! 
Learning!theory!based!education!approach! 
People! 
• Patient!volunteers!(PTAs)! 
• Clinical!tutors! 
• Educators! 
• Students! 
• Program!manager! 
• Coordinator! 
• Administrative!support!staff! 
• Steering!group! 
Logistics:! 
Community!resources! 
• PTA!volunteers! 
Eastern!Health!Clinical!School! 
• Administrative!Staff! 
• Equipment! 
• Consumables!! 
• Funding! 
• PTA!and!tutor!recruitment!! 
Medicare!Local! 
• Venue! 
• Facilities!and!equipment! 
• Consumables! 
• PTA!and!tutor!recruitment!! 
Launceston!Clinical!School! 
• Database!support! 
• P3!intellectual!property! 
• Mentoring!and!resources!! 
Monash!University!&!Deakin!University! 
• Faculty!support! 
• Research!funding! 
• Research!support!! 
External!funding!resources! 
Activities! 
! 
PTA! 
• Recruitment! 
• Training! 
• Management!! 
• Feedback! 
• Support! 
• Database! 
Tutor! 
• Recruitment! 
• Training! 
• Management!! 
• Support! 
Administration! 
!Session! 
• Structure! 
• Management! 
!Program! 
• Development! 
• Management,!logistics! 
• Promotion! 
!Education! 
• Objectives! 
• Design! 
• Monitoring! 
!Collaboration! 
• Internal! 
• External! 
Research! 
Short!term! 
Student!experience!and!learning! 
• Diversity!of!cases! 
• Skill!development! 
o Consulting!tasks! 
o Patient!management! 
o Communication!skills! 
• Knowledge!development! 
o Clinical!content! 
o Health!care!system! 
o Patient!journey! 
o Psycho=social! 
o Demographic!diversity! 
• Attribute!development! 
o Clinical!reasoning! 
o Patient=centred!care! 
o Professional!identity!! 
o Empathy! 
o Cultural!competency! 
o Reflective!practice! 
o Team!work! 
Tutors! 
o Skill!development! 
o Build!capacity! 
o Modelling!professionalism! 
PTAs! 
o Satisfaction!with!experience! 
o Development!of!teaching!role!and! 
skills! 
o Development!of!communication!skills! 
o Motivation! 
Program! 
o Issue!management! 
o Viability! 
Medium!term! 
! 
! 
! 
! 
! 
! 
Student! 
• Increased!self=efficacy! 
• Retained!knowledge!and! 
skills! 
• Sustained!reflective! 
practice! 
• Enhanced!OSCE! 
performance! 
! 
PTAs! 
o Diversity!of!cases! 
o Identification!with! 
team!and!program! 
o ! 
Team!member!role! 
development!! 
! 
Research!achievements!and! 
opportunities! 
! 
Long!term! 
! 
! 
! 
! 
! 
! 
Graduate! 
• Practice!behaviours! 
• Reflective!practice! 
Workforce!implications! 
Community!engagement! 
Program!development!! 
o Branding! 
o Transferability!to! 
other!medical! 
education!setting! 
Program!sustainability! 
o Funding! 
o Clinical!School!and! 
Faculty!support! 
o Demonstrated! 
effectiveness!and! 
efficiency! 
Changing! 
teaching!culture! 
in!medical! 
profession! 
! ! ! ! ! Measurement! 
Program!delivery!parameters! 
• Scheduled!sessions,!reach,!costing!and!resource!use! 
• Unplanned/adverse!events! 
! 
Feedback! 
o PTAs! 
o Students! 
o Tutors! 
References: 
(1) 
Barr 
J, 
Ogden 
K, 
Rooney 
K 
(2009). 
Sustainable 
involvement 
of 
real 
pa*ents 
in 
medical 
educa*on: 
thanks 
to 
volunteerism 
and 
rela*onship 
management. 
Medical 
Educa*on 
43: 
599-­‐600 
(2) 
Ogden 
K, 
Barr 
J, 
Hill 
A, 
Summers 
M, 
Mulligan 
B, 
Rooney 
K. 
2012. 
Valida*ng 
a 
tool 
designed 
to 
assess 
medical 
student’s 
pa*ent-­‐centred 
capabili*es 
and 
integra*on 
of 
consulta*on 
skills. 
Poster 
at 
Oaawa 
Conference, 
Kuala 
Lumpur. 
Acknowledgements: 
We 
wish 
to 
express 
gra*tude 
for 
the 
generosity 
of 
Professor 
Kim 
Rooney, 
Dr 
Jennifer 
Barr 
and 
Dr 
Kathryn 
Ogden 
from 
the 
Launceston 
Clinical 
School 
UTas 
who 
guided 
us 
in 
this 
transla*on. 
Also, 
to 
our 
wonderful 
volunteer 
pa*ents!

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Are we ready to incorporate Multisource Feedback (MSF) into medical student teaching?

  • 1. Translating a Multisource Feedback Program for Medical Students to a New Institution. M. Lai, N. Roberts, J. Martin Eastern Health Clinical School. Monash University and Deakin University Background Different ins*tu*ons have similar aims to train future workforce to provide pa*ent-­‐centred, personalised medicine and manage chronic illness in an ageing popula*on. However, due to ins*tu*ons’ different educa*onal, clinical and organisa*onal contexts, off-­‐the-­‐shelf programs may not transplant effec*vely to new environments. We describe transfer of an exis*ng program to a new ins*tu*on using a program logic framework to adapt the program and manage its implementa*on. The P3 PTA Program The Pa*ent Partner Program (P3) recruits pa*ent volunteers from the community for supervised consult-­‐style teaching. P3 aims to equip students for pa*ent-­‐centred care, development and integra*on of key clinical competencies. P3 was developed in 2005 by the University of Tasmania Launceston Clinical School (1) and translated to the first clinical year at Eastern Health Clinical School in 2013. Key features of P3 are enthusias*c pa*ent teachers, very small groups, a safe environment, adequate *me, and immediate mul*-­‐source feedback from pa*ents, peers and tutors. Tutors assess students using a structured scale (2) and provide immediate feedback during student-­‐led consulta*on prac*ces. Students also receive verbal feedback from peers and pa*ents. The Evaluation Design Formal evalua*on of the first year of P3 PTA implementa*on was undertaken to clarify the internal structure and the func*oning of the translated program. Logis*c and educa*onal challenges of implementa*on were explored through observa*on, program record analysis and obtaining pa*ent, tutor and student feedback. The resul*ng program logic will guide further implementa*on to maximize the desired outcomes of the program. Educa*onal research exploring the development of the students’ pa*ent centred consulta*on skills is reported elsewhere. Ethics approval for the evalua*on and research was obtained from Monash HREC. What Did We Learn? Successful implementa*on highlighted the value of a clear plan, star*ng small, defined expecta*ons to suit our learners, experienced mentors, key staff with necessary skills, suppor*ve faculty and associates. Learner and teacher feedback was very posi*ve, favourably contras*ng the new learning environment to the tradi*onal seXng. The translation UTAS P3 EHCS P3 PTA • Senior students – Year 4&5 • 2 year program • Progressive skill development and complexity • Range of consult styles/settings • GP tutors • Patient volunteers from GP practices • Multisource feedback • Video to support feedback and reflection • Junior clinical students – Year 3 • One semester (current) • Focus on patient centred consultation skills • GP style consult • Tutors mainly hospital staff • Patient volunteers from patient support groups and advertising • Multisource feedback • No video “much more helpful to me than I expected” “excellent environment, everything we needed was there” “ability to prac*ce history and examina*on in an unhurried, controlled seXng” “the feedback was great ,much beaer than I expected” The Research Measurable improvement in pa*ent-­‐centredness afer 5 sessions. Posi*ve benefit of wriaen pa*ent feedback The P3 PTA Program Logic A program logic to guide effec*ve program planning and implementa*on, clearly iden*fied the enablers and barriers for success. This approach uncovered the implicit assump*ons and understandings of P3, focussed the team, limited unexpected situa*ons and provided the basis for analysis and sharing of outcomes. “It made me more confident talking about my condi*on” “I probably get as much out of it as the students” “Volunteering helps me to feel useful, and I’m excited to see these students in their medical training. I like being part of their future.” “It’s a great thing for our community” Students Patients s Tutors “even more enjoyable than I expected” “a great opportunity to comment and help improve student performance there and then “much easier than teaching in General Prac*ce where I am more focused on pa*ent diagnosis and management” “obviously enjoyable and sa*sfying for pa*ents” Relative importance of program features in narrative descriptions Introduction One year Key success factors Ø Robust system for screening, informed consent, and support of patient recruits Ø Comprehensive database to manage patient, student, tutor data, session schedule and assessment process Ø Carefully developed pedagogy, and student assessment tool (Rating Instrument for Clinical Consultation Skills: RICS) Ø Mentoring and lifelong learning skills promoted: patients, tutors and students participate in a ‘community of educational practice’ Ø Support of students, tutors and patients Ø Planned evaluation Ø Expect the unexpected! ! Context! ! Increased! burden!of! chronic!disease! ! ! ! ! ! ! ! Changing! consumer!and! societal! expectations!of! doctors! ! ! ! ! ! Patients! increasingly! informed!and!! willing!to!be! actively!engaged! in!own! healthcare!and! medical! education! ! Changing!learning! environment!in! health!services! ! ! ! ! Develop!competence!in;! =!Consultation!and!communication!skills! =!Patient=centred!care!! =!Chronic!disease!management! Intended!outcomes! Effective!and!efficient!learning!methods!to! complement!acute!environment! Safe!and!paced!learning!environment! ! Better!tools!for!learning,!teaching,! assessment!and!feedback! Inputs! Learning!theory!based!education!approach! People! • Patient!volunteers!(PTAs)! • Clinical!tutors! • Educators! • Students! • Program!manager! • Coordinator! • Administrative!support!staff! • Steering!group! Logistics:! Community!resources! • PTA!volunteers! Eastern!Health!Clinical!School! • Administrative!Staff! • Equipment! • Consumables!! • Funding! • PTA!and!tutor!recruitment!! Medicare!Local! • Venue! • Facilities!and!equipment! • Consumables! • PTA!and!tutor!recruitment!! Launceston!Clinical!School! • Database!support! • P3!intellectual!property! • Mentoring!and!resources!! Monash!University!&!Deakin!University! • Faculty!support! • Research!funding! • Research!support!! External!funding!resources! Activities! ! PTA! • Recruitment! • Training! • Management!! • Feedback! • Support! • Database! Tutor! • Recruitment! • Training! • Management!! • Support! Administration! !Session! • Structure! • Management! !Program! • Development! • Management,!logistics! • Promotion! !Education! • Objectives! • Design! • Monitoring! !Collaboration! • Internal! • External! Research! Short!term! Student!experience!and!learning! • Diversity!of!cases! • Skill!development! o Consulting!tasks! o Patient!management! o Communication!skills! • Knowledge!development! o Clinical!content! o Health!care!system! o Patient!journey! o Psycho=social! o Demographic!diversity! • Attribute!development! o Clinical!reasoning! o Patient=centred!care! o Professional!identity!! o Empathy! o Cultural!competency! o Reflective!practice! o Team!work! Tutors! o Skill!development! o Build!capacity! o Modelling!professionalism! PTAs! o Satisfaction!with!experience! o Development!of!teaching!role!and! skills! o Development!of!communication!skills! o Motivation! Program! o Issue!management! o Viability! Medium!term! ! ! ! ! ! ! Student! • Increased!self=efficacy! • Retained!knowledge!and! skills! • Sustained!reflective! practice! • Enhanced!OSCE! performance! ! PTAs! o Diversity!of!cases! o Identification!with! team!and!program! o ! Team!member!role! development!! ! Research!achievements!and! opportunities! ! Long!term! ! ! ! ! ! ! Graduate! • Practice!behaviours! • Reflective!practice! Workforce!implications! Community!engagement! Program!development!! o Branding! o Transferability!to! other!medical! education!setting! Program!sustainability! o Funding! o Clinical!School!and! Faculty!support! o Demonstrated! effectiveness!and! efficiency! Changing! teaching!culture! in!medical! profession! ! ! ! ! ! Measurement! Program!delivery!parameters! • Scheduled!sessions,!reach,!costing!and!resource!use! • Unplanned/adverse!events! ! Feedback! o PTAs! o Students! o Tutors! References: (1) Barr J, Ogden K, Rooney K (2009). Sustainable involvement of real pa*ents in medical educa*on: thanks to volunteerism and rela*onship management. Medical Educa*on 43: 599-­‐600 (2) Ogden K, Barr J, Hill A, Summers M, Mulligan B, Rooney K. 2012. Valida*ng a tool designed to assess medical student’s pa*ent-­‐centred capabili*es and integra*on of consulta*on skills. Poster at Oaawa Conference, Kuala Lumpur. Acknowledgements: We wish to express gra*tude for the generosity of Professor Kim Rooney, Dr Jennifer Barr and Dr Kathryn Ogden from the Launceston Clinical School UTas who guided us in this transla*on. Also, to our wonderful volunteer pa*ents!