Faculty Bibliography

QUALITY ISSUE:The emergence of COVID-19 highlights the necessity of rapidly identifying and isolating potentially infected individuals. Evaluating this preparedness requires an assessment of the full clinical system, from intake to isolation. INITIAL ASSESSMENT:Unannounced Standardized Patients (USPs) present a nimble, sensitive methodology for assessing this readiness. CHOICE OF SOLUTION:Pilot the Unannounced Standardized Patient methodology, which employs an actor trained to present as a standardized, incognito potentially infected patient, to assess clinical readiness for potential COVID-19 patients at an urban, community safety-net clinic. IMPLEMENTATION:The Unannounced Standardized Patient was trained to present at each team's front desk with the complaint of feeling unwell (reporting a fever of 101 degrees Fahrenheit in the past 24 hours) and exposure to a roommate recently returned from Beijing. The Unannounced Standardized Patient was trained to complete a behaviorally-anchored assessment of the care she received from the clinical system. EVALUATION:There was clear variation in care Unannounced Standardized Patients received; some frontline clerical staff followed best practices; others did not. Signage and information on disease spread prevention publicly available was inconsistent. Qualitative comments shared by the Unannounced Standardized Patients and those gathered during group debrief reinforced the experiences of the Unannounced Standardized Patients and hospital leadership. LESSONS LEARNED:Unannounced Standardized Patients revealed significant variation in care practices within a clinical system. Utilization of this assessment methodology can provide just-in-time clinical information about readiness and safety practices, particularly during emerging outbreaks. Unannounced Standardized Patients will prove especially powerful as clinicians and systems return to outpatient visits while remaining vigilant about potentially infected individuals.

Background/UNASSIGNED:During the rapid onset of the pandemic, clinicians transitioned from traditional outpatient practice to virtual modalities for providing routine care to patient panels. Like training programs nationwide, telemedicine training and assessment had not been systematically incorporated into our residency. In response, a scheduled Internal Medicine (IM) Objective Structured Clinical Examination (OSCE) was adapted to a remote modality to become virtual care-focused learning experience for trainees and to provide valuable feedback to educators. Methods/UNASSIGNED:Standardized Patients (SPs) rated residents on their communication (including information gathering, relationship development and patient education), patient activation and satisfaction, and telemedicine skills. Analyses included a comparison of domain scores for residents who participated in both the 2020 remote and 2019 in-person OSCEs, and a review of written resident comments about the virtual OSCE. Results/UNASSIGNED: = .008). Conclusion/UNASSIGNED:Our reformulated OSCE accomplished 3 goals including; (1) physically distancing residents from SPs per COVID regulations, (2) providing residents with the opportunity to practice critical virtual visit skills, and (3) alerting our educators to curricular improvement areas. Our methods are useful for other institutions and have applications to the larger medical education community.

STATEMENT OF PROBLEM OR QUESTION (ONE SENTENCE): In order to describe quality improvement (QI) methods for health systems, we report on 10-years of using Unannounced Standardized Patient (USP) visits as the core of a program of education, training, and improvement in a system serving vulnerable patients in partnership with an academic medical center. LEARNING OBJECTIVES 1: Consider methods for supporting learning healthcare systems LEARNING OBJECTIVES 2: Identify performance data to improve care DESCRIPTION OF PROGRAM/INTERVENTION, INCLUDING ORGANIZATIONAL CONTEXT (E.G. INPATIENT VS. OUTPATIENT, PRACTICE OR COMMUNITY CHARACTERISTICS): The IOM defines a Learning Healthcare System (LHCS) as one in which science, informatics, incentives and culture are aligned for continuous improvement and innovation and where best practices are seamlessly embedded in the delivery process and new knowledge is captured as an integral by-product of the delivery experience. As essential as electronic health records are to LHCS, such data fail to capture all actionable information needed to sustain learning within complex systems. USPs are trained actors who present to clinics, incognito, to portray standardized chief complaints, histories, and characteristics. We designed and delivered USP visits to two urban, safety net clinics, focusing on assessing physician, team, and clinical micro system functioning. MEASURES OF SUCCESS (DISCUSS QUALITATIVE AND/OR QUANTITATIVEMETRICSWHICHWILL BE USEDTOEVALUATE PROGRAM/INTERVENTION): Behaviorally anchored assessments are used to assess core clinical skills (e.g., communication, information gathering, patient education, adherence to guidelines, patient centeredness, and patient activation). Team functioning assessments include professionalism and coordination. Micro system assessment focuses on safety issues like identity confirmation, hand washing, and navigation. Data from these visits has been provided to the residency, primary care teams, and to leadership and have been used to drive education, team training, and QI. FINDINGS TO DATE (IT IS NOT SUFFICIENT TO STATE FINDINGS WILL BE DISCUSSED): 1111 visits have been sent to internal medicine and primary care residents and their teams/clinics. At the resident level, needs for additional education and training in depression management, opioid prescribing, smoking cessation, and patient activation were identified and informed education. Chart reviews found substantial variation in ordering of labs and tests. At the team level, USPs uncovered needs for staff training, enhanced communication, and better processes for eliciting and documenting Social Determinants of Health (SDoH). Audit/feedback reports on provider responses to embedded SDoH combined with targeted education/resources, were associated with increased rates of eliciting and effectively responding to SDoH. In the early COVID wave, USPs tested clinic response to a potentially infectious patient. Currently, USPs are being deployed to understand variability in patients' experience of telemedicine given the rapid transformation to this modality. Finally, generalizable questions about underlying principles of medical education and quality improvement are being asked & answered using USP data to foster deeper understanding of levers for change. KEY LESSONS FOR DISSEMINATION (WHAT CAN OTHERS TAKE AWAY FOR IMPLEMENTATION TO THEIR PRACTICE OR COMMUNITY): A comprehensive USP program can provide unique insights for driving QI and innovation and help sustain a LHCS

BACKGROUND: NYU uses the same 14-item checklist for assessing medical student communication skills across our curriculum, which includes highquality Objective Structured Clinical Skills Exams throughout the first three years of medical school: a 3-station Introductory Clinical Experience OSCE (ICE), a 3-station end-of-clinical skills OSCE (Practice of Medicine; POM); and an 8-station, high- stakes OSCE (Comprehensive Clinical Skills Exam; CCSE) after core clerkship. We describe how skills change throughout school and explore how patterns vary by cohort (class) in ways that could be explained by admissions criteria, measurement quality, and/or curriculum changes.
METHOD(S): Three domains are assessed: Info gathering (6 items), relationship development (5 items); and patient education & counseling (3 items). Checklist items use a 3-point scale (not done, partly, well done) with behavioral anchors. Internal consistency (Cronbach's alpha) exceeds .75 for all subdomains and across all years. Domains are supported by Confirmatory Factor Analysis. Mean average % well done was calculated across cases and individuals for each subdomain in an OSCE and compared over the OSCEs and between 8 classes of medical school students entering from 2009 to 2016 (graduating 2013 to 2020) (n=1569).
RESULT(S): Cohorts showed similar patterns communication skills trajectories - improvement over time. Despite changes in admissions criteria and processes, cohorts did not differ in terms of demographics, undergraduate GPA, or MCAT scores. Variability in scores decreased in all cohorts over time while communication improved. Patient education & counseling was significantly and substantially lower than other domains. In terms of cohort effects, communication scores for the entering class of 2013 at the start of medical school (ICE OSCE) were significantly higher than the previous 4. At the end of MS2, scores were similar for cohorts for info gathering and relationship development domains (and high, mean range=77-87% well done) but patient education & counseling varied: Improvement from the 1st to 3rd cohort and then decline for the last 5 cohorts. Within the CCSE (8-station pass/fail, MS3), communication scores increased steadily across entering classes, especially from cohort 4 on. These changes over time and between cohorts were mapped onto a priori descriptions of curricular, measurement and admission changes.
CONCLUSION(S): Our cohort data showed interesting and complex patterns. This study reinforces some limitations of linking curriculum to performance (e.g., no direct measures of the curriculum in terms of content, process and intensity over time, limited data on what makes cohorts different, variable measurement over time, and being unable to control for broader trends likely to influence both cohort and time effects) while also demonstrating the promise of longitudinal perspectives on the development of core competencies. LEARNING OBJECTIVE #1: Understand cohort performance in relation to curricular trends. LEARNING OBJECTIVE #2: Describe variation in performance

BACKGROUND: During the rapid onset of the pandemic, clinicians transitioned from traditional outpatient practice to telemedicine for triaging COVID-19 patients and providing routine care to patient panels. Telemedicine training and assessment had not been systematically incorporated into most residencies. In response, a scheduled Internal Medicine (IM) Objective Structured Clinical Examination (OSCE) was adapted to a telemedicineemphasized, virtual modality to become a just-in- time learning experience for trainees.
METHOD(S): Remote cases deployed on common web-based video conference platform included; (1) a potential COVID-19 triage, (2) educating on buprenorphine maintenance, (2) counselling on mammogram screening, and (3) addressing frustration with electronic health record documentation. Simulated Patients (SPs) rated residents on communication skills, patient activation and satisfaction, and case-specific telemedicine items. Analyses included a comparison of domain scores (mean % well done) for residents who participated in both the 2020 remote and 2019 in-person OSCEs, and a review of written resident feedback.
RESULT(S): Fewer than half (46%) of 2020's residents (n=23) performed well on the COVID-19 case's telemedicine skill domain. Residents excelled in using nonverbal communication to enrich on-camera communication (100%), but struggled with virtual physical exams (13%), gathering information (4%), and optimizing technology (4%). Residents expressed interest in more opportunity to practice telemedicine skills going forward. Residents' overall COVID-19 knowledge was fair (54% of items were rated as 'well done'). Fewer than half (45%) advised the SP that testing was not available at the time, but that he should call the city hotline for information, and about half (55%) provided quarantine/ home care instructions. In comparing 2020 (virtual) to 2019 (in-person) OSCE scores, residents who participated in both assessments (n=9) performed similarly on communication skills including information gathering (84% vs. 83%), and relationship development (93% vs. 92%), patient satisfaction (72% vs. 80%) and activation (65% vs. 66%). Patient education scores were significantly lower during the virtual OSCE (40% vs. 76%, P=.008).
CONCLUSION(S): Our reformulated OSCE accomplished three goals: (1) physically distancing residents from SPs, (2) providing residents the opportunity to practice critical telemedicine skills, and (3) alerting our educators to curricular improvement areas in virtual physical exam, patient education, gathering information and optimizing technology. Our methods are scalable at other institutions and have applications to the larger medical and clinical education community. LEARNING OBJECTIVE #1: Describe challenges and barriers to effective communication and clinical skill utilization during televisits. LEARNING OBJECTIVE #2: Understand resident physician practice patterns and communication regarding infectious disease

BACKGROUND: Healthcare systems rose to the challenges of COVID-19 by creating or expanding telehealth programs to ensure that patients could access care from home. Traditionally, though, physicians receive limited formal telemedicine training, which made preparedness for this transition uneven. We designed a survey for General Internal Medicine (GIM) physicians within our diverse health system to describe experiences with providing virtual patient care; with the ultimate goal of identifying actionable recommendations for health system leaders and medical educators.
METHOD(S): Surveys were sent to all faculty outpatient GIM physicians working at NYU Langone Health, NYC Health + Hospitals/Bellevue and Gouverneur, and the VA NY Harbor Health System (n=378) in May & June of 2020. Survey items consisted of Likert and open-ended questions on experience with televisits (13 items) and attitudes toward care (24 items). Specific questions covered barriers to communication over remote modalities.
RESULT(S): 195/378 (52%) responded to the survey. 96% of providers reported having problems establishing a connection from the patient's end while 84% reported difficultly establishing connection on the provider's end. Using interpreter services over the phone was also problematic for providers, with 38% reporting troubles. Regarding teamness, 35% of physicians found it difficult to share information with healthcare team members during virtual visits and 42% found it difficult to work collaboratively with team members, both when compared to in-person visits. When subdivided, 24% of private and 40% of public providers found info sharing more difficult (p<0.04). 31% of private providers and 45% of public found team collaboration more difficult (ns). Physicians also identified challenges in several domains including physical exams (97%), establishing relationships with new patients (74%), taking a good history (48%), and educating patients (35%). In thematic analysis of open-ended comments, themes emerged related to technological challenges, new systems issues, and new patient/provider communication experiences. Positives noted by physicians included easier communication with patients who often struggle with keeping in-person appointments, easier remote monitoring, and a more thorough understanding of patients' home lives.
CONCLUSION(S): Provider experience differences were rooted in the type of technology employed. Safety-net physicians conducted mostly telephonic visits while private outpatient physicians utilized video visits, despite both using the same brand of electronic medical record system. As we consider a new normal and prolonged community transmission of COVID-19, it is essential to establish telemedicine training, tools, and protocols that meet the needs of both patients and physicians across diverse settings. LEARNING OBJECTIVE #1: Describe challenges and barriers to effective communication and clinical skill utilization during televisits LEARNING OBJECTIVE #2: Conceptualize recommendations for educational curricula and health service improvement areas

BACKGROUND: Primary care (PC) residency training is a period that provides opportunity to develop skills required for independent practice. Unannounced Standardized Patients (USPs), or secret shoppers, are a controlled measure of clinical skills in actual practice. We sought to describe differences in core clinical communication skills over the last decade for PC residents.
METHOD(S): USPs presented as a new patient for a comprehensive visit while portraying one of six unique, outpatient cases (with either chronic or acute symptomology). Actors received extensive training to ensure accurate case portrayal. Each completed a post-visit, behaviorally anchored checklist (not, partly, or well done) in order to provide extensive, actionable feedback. A standardized checklist was used, consisting of individual items across domains including information gathering, relationship development, patient education, activation and satisfaction. Chronbach's alpha for domains ranged from 0.62- 0.89. Summary scores (mean % well done) were calculated by domain and compared by year for all learners and by PGY within year for the primary care (PC) residency. Differences were assessed using ANOVA. Case portrayal accuracy was ensured using audio tape review.
RESULT(S): 396 visits were conducted with PC residents in our urban, safetynet hospital system between 2013 and 2020. While looking across the 8 years, there was variation in mean scores per domain, though Kruskal-Wallis H test did not show any statistical difference. Relationship development and info gathering were the highest rated skills, at 75% and 76% well done, respectively, on average. Patient satisfaction and activation remained uniformly low across years, with scores averaging 36% and 39% well done, respectively. Multi-variate analysis showed no significant changes across domains by cohort (grad year) and PGY levels. Further, there were no significant differences by PGY year or cohort in terms of scoring using a two-way ANOVA, though there was a slight upward trend in relationship development skills since 2017 for all PGY levels. There were similar trends in most domains, with 2020 scores being higher than previous years. There were no significant differences across domains while looking at PGY1 learners only.
CONCLUSION(S): While there were no significant differences in scores, we can postulate that PC residents enter the residency with consistent foundational communication skills, possibly attributable to training. We elected to use the visit itself as the unit of analysis, which does not allow us to tease out differences in individual learners. We also have small sample sizes for earlier years of the USP visit program, which may hinder results. Regardless, results warrant further research in order to gain a more thorough understanding, possibly in relation to curricular trends. Further study will look at individual resident differences and ideally provide insight into curricular improvement areas. LEARNING OBJECTIVE #1: Describe assessment measures LEARNING OBJECTIVE #2: Explore clinical competency

Objective structured clinical examinations (OSCEs) provide a controlled, simulated setting for competency assessments, while unannounced simulated patients (USPs) measure competency in situ or real-world settings. This exploratory study describes differences in primary care residents' skills when caring for the same simulated patient case in OSCEs versus in a USP encounter. Data reported describe a group of residents (n=20) who were assessed following interaction with the same simulated patient case in two distinct settings: an OSCE and a USP visit at our safety-net clinic from 2009 to 2010. In both scenarios, the simulated patient presented as an asthmatic woman with limited understanding of illness management. Residents were rated through a behaviourally anchored checklist on visit completion. Summary scores (mean % well done) were calculated by domain and compared using paired sample t-tests. Residents performed significantly better with USPs on 7 of 10 items and in two of three aggregate assessment domains (p<0.05). OSCE structure may impede assessment of activation and treatment planning skills, which are better assessed in real-world settings. This exploration of outcomes from our two assessments using the same clinical case lays a foundation for future research on variation in situated performance. Using both assessments during residency will provide a more thorough understanding of learner competency.