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[Systems] Learning Experience: 
Including Complexity in Family Medicine Education and Patient Care 
Andrew S. Valeras DO, MPH, Dominic Geffken MD MPH, Dan Eubank MD, Rocco Ricci MS, Aimee Burke Valeras Ph.D. 
Angela Yerdon MD, Carole Kaufman BA, Doug Dreffer MD, Joni Haley MFT, John Orzano MD, MPH, Lora Council MD, MPH, Martha Seery MS, Mary Danca MD, Patricia Finn RN, Sue Hemingway MS, 
Tina Kenyon MSW, Travis Harker MD, MPH, William Gunn Ph.D 
Phase 1 
Process | Using Learning Pathways as a model for 
transformational learning, healthcare teams (physician, 
RN, behavioral health clinician, administrative staff) are 
exposed to 320 hours, over three years, of experiential 
learning and skill development workshops. The [Systems] 
learning experience aims to expand mental models of 
patient care, team membership, and change management, 
while incorporating Learning Organization process skills. 
Conclusion | Imperative in 21st century healthcare is to go beyond problem-focused 
methodologies to address issues embedded in a CAS. To achieve transformational learning, it 
is necessary to provide time, space and resources for the requisite double-loop and triple-loop 
learning. [Systems] guides healthcare teams to acknowledge complexity and teaches the skills 
necessary to address complexity in the provision of patient care. 
Introduction | The [Systems] learning experience 
teaches complexity to residents embedded within clinical 
healthcare teams by introducing skills and knowledge 
through narrative-based reflection, information mastery, 
and systems thinking. Understanding and managing the 
complexity inherent in the primary care milieu requires 
transformational learning of all team members. This 
transformation enhances the medical model to include 
an awareness and approach to addressing complex 
adaptive systems (CAS) in the process of achieving the 
tenets of the Patient Centered Medical Home (PCMH). 
Learner Patient Team Clinic Healthcare System 
Phase 2 Phase 3 Phase 4 
Mental 
Model 
Shift 
Skills 
Needed 
๏ Medicine is complex vs. simple or complicated 
๏ All individuals are CAS 
๏ Illness is the lived experience of having a 
disease rather than simply a diagnosis 
๏ A healer’s role in complex care delivery is to 
influence the patient to eventually emerge with a 
new identity that is inclusive of this new illness 
narrative 
Phase 1 Phase 2 Phase 3 Phase 4 
๏ Personal Mastery | taught via Mindfulness 
training, Healers Art TM, Narrative MedicineTM, 
and Colors Personality at Work 
๏ Interpersonal Communication Skills | taught 
via Positive Power and InfluenceTM and 
Motivational InterviewingTM 
๏ Complex Care Plans | Learners complete a 
Patient Centered Care Plan to explore 
complexity and patient narratives 
๏ Collaboration and Facilitation | 
taught via Situational LeadershipTM 
and Learning Conversations 
๏ Team Membership | taught via 
internally developed workshops 
๏ Change Management | taught via 
Crucial ConversationsTM, Advanced 
Positive Power and InfluenceTM and 
a quality improvement project 
๏ Systems Thinking | taught via 
internally developed workshops and 
practice management 
๏ Culture Change | taught via a two-year 
practicum as part of the 
Dartmouth Hitchcock Leadership and 
Preventive Medicine Residency, using 
Clinical MicrosystemsTM as a quality 
improvement platform. 
๏ All team members are interdependent 
and equal in this fact, and hierarchy is 
real and needs to be acknowledged 
๏ Physician-as-hero is a myth that is 
unsustainable in current healthcare 
๏ Patients experience care as an 
embedded CAS within the team CAS 
๏ Improvement in the delivery of care 
(emergence) is possible, especially 
when achieved via a complexity lens 
๏ Non-linearity allows for small changes 
to have a significant impact - iterative 
Plan-Do-Study-Act (PDSA) cycles 
๏ If a different result is desired that goes 
beyond acting differently, it may be 
necessary to check assumptions and 
mental models to reframe 
๏ Creating sustainable culture change is 
possible, however may require further 
personal development and leadership 
training, and an ever-growing 
understanding of complexity science.

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Systems Learning Experience: Complexity in Family Medicine

  • 1. [Systems] Learning Experience: Including Complexity in Family Medicine Education and Patient Care Andrew S. Valeras DO, MPH, Dominic Geffken MD MPH, Dan Eubank MD, Rocco Ricci MS, Aimee Burke Valeras Ph.D. Angela Yerdon MD, Carole Kaufman BA, Doug Dreffer MD, Joni Haley MFT, John Orzano MD, MPH, Lora Council MD, MPH, Martha Seery MS, Mary Danca MD, Patricia Finn RN, Sue Hemingway MS, Tina Kenyon MSW, Travis Harker MD, MPH, William Gunn Ph.D Phase 1 Process | Using Learning Pathways as a model for transformational learning, healthcare teams (physician, RN, behavioral health clinician, administrative staff) are exposed to 320 hours, over three years, of experiential learning and skill development workshops. The [Systems] learning experience aims to expand mental models of patient care, team membership, and change management, while incorporating Learning Organization process skills. Conclusion | Imperative in 21st century healthcare is to go beyond problem-focused methodologies to address issues embedded in a CAS. To achieve transformational learning, it is necessary to provide time, space and resources for the requisite double-loop and triple-loop learning. [Systems] guides healthcare teams to acknowledge complexity and teaches the skills necessary to address complexity in the provision of patient care. Introduction | The [Systems] learning experience teaches complexity to residents embedded within clinical healthcare teams by introducing skills and knowledge through narrative-based reflection, information mastery, and systems thinking. Understanding and managing the complexity inherent in the primary care milieu requires transformational learning of all team members. This transformation enhances the medical model to include an awareness and approach to addressing complex adaptive systems (CAS) in the process of achieving the tenets of the Patient Centered Medical Home (PCMH). Learner Patient Team Clinic Healthcare System Phase 2 Phase 3 Phase 4 Mental Model Shift Skills Needed ๏ Medicine is complex vs. simple or complicated ๏ All individuals are CAS ๏ Illness is the lived experience of having a disease rather than simply a diagnosis ๏ A healer’s role in complex care delivery is to influence the patient to eventually emerge with a new identity that is inclusive of this new illness narrative Phase 1 Phase 2 Phase 3 Phase 4 ๏ Personal Mastery | taught via Mindfulness training, Healers Art TM, Narrative MedicineTM, and Colors Personality at Work ๏ Interpersonal Communication Skills | taught via Positive Power and InfluenceTM and Motivational InterviewingTM ๏ Complex Care Plans | Learners complete a Patient Centered Care Plan to explore complexity and patient narratives ๏ Collaboration and Facilitation | taught via Situational LeadershipTM and Learning Conversations ๏ Team Membership | taught via internally developed workshops ๏ Change Management | taught via Crucial ConversationsTM, Advanced Positive Power and InfluenceTM and a quality improvement project ๏ Systems Thinking | taught via internally developed workshops and practice management ๏ Culture Change | taught via a two-year practicum as part of the Dartmouth Hitchcock Leadership and Preventive Medicine Residency, using Clinical MicrosystemsTM as a quality improvement platform. ๏ All team members are interdependent and equal in this fact, and hierarchy is real and needs to be acknowledged ๏ Physician-as-hero is a myth that is unsustainable in current healthcare ๏ Patients experience care as an embedded CAS within the team CAS ๏ Improvement in the delivery of care (emergence) is possible, especially when achieved via a complexity lens ๏ Non-linearity allows for small changes to have a significant impact - iterative Plan-Do-Study-Act (PDSA) cycles ๏ If a different result is desired that goes beyond acting differently, it may be necessary to check assumptions and mental models to reframe ๏ Creating sustainable culture change is possible, however may require further personal development and leadership training, and an ever-growing understanding of complexity science.