The Best of Both Worlds: Strengthening Medical Education Research and Evaluation Using Quality Improvement

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COMMENTARY

The Best of Both Worlds: Strengthening Medical
Education Research and Evaluation Using
Quality Improvement
Sahar N. Rooholamini, MD, MPH,a Sherilyn Smith, MD,a,b Jimmy Beck, MDa

                              In 2016, pediatric hospital medicine was recognized as a subspecialty by the American Board of Medical
                              Specialties, with emphasis on the roles of hospitalists as educators and experts in systems-based
                              improvement.1–3 Nationally, pediatric hospitalists have diverse nonclinical professional responsibilities, with
                              medical education and quality improvement (QI) being the most common.4,5 An underrecognized area of
                              scholarship within pediatric hospital medicine can be described as educational quality improvement (EQI): a
                              rigorous approach to the implementation and evaluation of educational interventions using QI frameworks and
                              methodologies.6 Here we describe opportunities and benefits of the intentional incorporation and integration of
                              QI methodology into medical education research, highlighting the article by Bauer et al7 in the June issue of
                              Hospital Pediatrics as well as relevant examples from the literature revealing EQI best practices to guide the
                              rigorous development and evaluation of educational projects of potential interest to pediatric hospitalists.
                              A literature search of Ovid Medline using the keywords “plan do study act (PDSA)” and “medical education”
                              over the past decade yielded roughly 60 publications, most of which were published in 2018 or after. The
                              clinical contexts and problems for which interventions occurred varied (including medical, surgical, pediatric,
                              and adult specialties, with target groups of faculty, students, residents, and fellows). Projects were focused on
                              an array of goals, including improving procedural competence,8 handoffs,9 patient flow,10 preparation for
                              internship,11 and reporting of patient safety incidents.12 However, after careful review of each project’s
                              methods, we found that QI methods to achieve predetermined educational objectives were applied in
development,15 emphasizes careful                     framework, small sample sizes,                         the overnight rotation, and ED efficacy.
description of the problem(s) being                   convenience sampling, and concurrent                   Their balancing measure was assessed by
addressed before embarking on the                     interventions. These limitations may                   asking the daytime hospitalist who
intervention, structured approaches to                introduce bias, obscure disparities in                 assumed care of the patient to determine
understanding the processes through                   outcomes among learners, and, thus, limit              the appropriateness of care, triage
which changes occur, and continuous                   generalizability. Given that medical                   placement, and safety concerns with yes
reassessment while the intervention is                education RCTs are relatively rare                     or no responses to monitor safety.
underway to identify further areas for                compared with clinical research RCTs,                  Impressively, the proportion of joint calls
improvement.                                          adapting QI methods provides a way to                  between a resident and ED physician
A common methodologic issue that                      strengthen educational studies without                 increased from 7% to 88% from project
contributes to lack of rigor within medical           introducing additional constraints.                    start to completion and was sustained at
education research and impedes                        In the June issue of Hospital Pediatrics,              >60% over a 21-month period. In addition,
successful publication is the pretest-                Bauer et al7 conducted a study titled                  residents reported significant increases in
posttest study design. Unfortunately,                 “Letting Residents Lead: Implementing                  adequacy of triage training and self-
multiple meta-analyses16 have revealed                Resident Admission Triage Call Curriculum              confidence in 3 triage skills, and there
that the majority of medical education                and Practice.” The authors sought to                   were no complications or safety concerns
studies uses a pretest-posttest study                 increase resident involvement in overnight             for patients admitted by residents.
design. A comparison between 2 cross-                 admission calls from the emergency                     What best practices for EQI exist to guide
sections in time often provides the                   department (ED) to determine appropriate               educators who would like to incorporate
benefits of ease and statistical power to              patient placement. Before this intervention,           QI frameworks and methods in their
detect a change; however, medical                     hospitalist attending physicians were the              curricular work? Four key actions in EQI
education interventions are rarely static,            ones who were involved in these                        study design, based on our literature
and this approach risks drawing                       admission triage decisions. What was                   review, are highlighted in Table 1 with
premature conclusions about the impact                particularly impactful about this medical              demonstrative examples. These 4 key
of an intervention without the benefit of              education research project was that the                actions are by no means exhaustive,
seeing trends over time.17 Tracking                   authors evaluated the impact of their                  meant to replace collaboration and
outcomes over time is fundamental to QI               educational curriculum, which they called              consultation with medical education and QI
and preferred to pre and post                         their admission triage curriculum, using QI            experts, or a review of published
assessments to allow more accurate                    methodology. The primary outcome                       resources for scholarship, such as the
conclusions to be drawn about impact and              measure was the frequency of resident                  Standards for Quality Improvement
sustainability. Rigorous evaluation of                participation in joint and independent                 Reporting Excellence in Education,18 which
medical education interventions may also              triage calls. Secondary outcomes included              highlight important items authors should
be constrained by lack of a guiding                   self-perceived confidence, satisfaction with            consider when applying QI methods to

TABLE 1 Key Elements of High-Quality EQI Projects With Published Examples
Element                                                                                                         Published Example
1. Use a QI framework to clearly define what changes would constitute               Handley et al19: educational objectives: increase identification of residents’
   improvement: state clear educational objectives and a priori SMART aims,          learning goals and goal achievement on a NICU or infant ICU rotation and
   including process and balancing measures.                                         increase rates of in-person feedback from fellows and/or attending
                                                                                     physicians; SMART aims: increase NICU or infant ICU rotating resident
                                                                                     goal identification to 65%, goal achievement to 85%, and in-person
                                                                                     feedback from a fellow and/or attending to 90% over 12 mo and sustain
                                                                                     these improvements for the following academic year
2. Develop and engage an inclusive project team with key stakeholders              Dunbar et al12: faculty, chief residents, senior residents, and the hospital’s
   (often a group larger than the targeted learners) to strengthen the               interdisciplinary safety team all contributed to and participated in this
   intervention, assist with iterative tests of change, and help sustain             project to increase faculty and resident reporting of patient safety events
   improvements (eg, PDSA cycles).                                                   through deliberate inclusion of patient safety into the teaching team’s
                                                                                     workflow.
3. Use QI tools (eg, key driver diagrams, Pareto charts, and process maps)         Patel et al20: key driver diagram, included in article, outlining all of the
   to organize and visually represent the gap(s) being addressed,                     following: project’s global aim (“modernize teaching on family-centered
   intervention processes, and metrics.                                               rounds”), SMART aim, key drivers and outcomes, and interventions with
                                                                                      levels of reliability for each
4. Design data collection over time. Avoid pre- and postintervention               Byrd et al21: to track the number of times that a mobile device was used on
   comparisons. Display data over time using run charts, SPC charts, and/or           rounds by inpatient teams; weekly observations were performed and
   time series analysis.                                                              analyzed over time by using an SPC chart
PDSA, plan do study act; SMART, specific, measurable, attainable, relevant, time-bound; SPC, statistical process control.

2                                                                                                                                           ROOHOLAMINI et al

                                      Downloaded from www.aappublications.org/news by guest on November 1, 2021
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intentionally incorporating these key               2014;14(4):361–368                               problem of randomization. Intern Emerg
actions and Standards for Quality                6. Rooholamini S, Starr S, Hayward K,               Med. 2014;9(7):799–804
Improvement Reporting Excellence in                 Colson E, Smith S. Using quality             14. Langley GJ, Moen RD, Nolan KM, Nolan
Education guidelines into the planning              improvement concepts to improve                  TW, Norman CL, Provost LP. The
stages of an EQI project so that                    educational curricula. In: Morgenstern B,        Improvement Guide: A Practical
interventions and measurable aims can be            Horak H, Konopasek L, et al, eds. Alliance       Approach to Enhancing Organizational
clearly defined up front and more useful             for Clinical Education Guidebook for             Performance. 2nd ed. San Francisco, CA:
results can be captured over time, all of           Clerkship Directors. 5th ed. North               Jossey-Bass Publishers; 2009
which are more likely to lead to successful         Syracuse, NY: Gegensatz Press; 2019:         15. Thomas PA, Kern DE, Hughes MT, Chen
scholarship and publication.
                                                    473–484                                          BY, eds. Curriculum Development for
This commentary highlights how existing                                                              Medical Education: A Six-Step Approach.
                                                 7. Bauer SC, McFadden V, Madhani K,
frameworks within QI can be integrated                                                               3rd ed. Baltimore, MD: Johns Hopkins
                                                    Kaeppler C, Porada K, Weisgerber MC.
into medical education research to bring                                                             University Press; 2016
                                                    Letting residents lead: implementing
greater validity and strength to data                                                            16. Cook DA. If you teach them, they will
                                                    resident admission triage call
collection and analysis. Medical education                                                           learn: why medical education needs
                                                    curriculum and practice. Hosp Pediatr.
and QI share an openness to iterative                                                                comparative effectiveness research. Adv
                                                    2021;11(6):579–586
improvement and learning by doing. By                                                                Health Sci Educ Theory Pract.
more intentionally merging approaches            8. Chen JX, Kozin E, Bohnen J, et al.
                                                                                                     2012;17(3):305–310
from these 2 fields, the dynamic                     Assessments of otolaryngology resident
                                                    operative experiences using mobile           17. Brady PW, Tchou MJ, Ambroggio L,
relationship between testing interventions
                                                    technology: a pilot study. Otolaryngol           Schondelmeyer AC, Shaughnessy EE.
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                                                    Head Neck Surg. 2019;161(6):939–945              Quality improvement feature series
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HOSPITAL PEDIATRICS Volume 11, Issue 11, Month 2021                                                                                            3

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The Best of Both Worlds: Strengthening Medical Education Research and
                    Evaluation Using Quality Improvement
             Sahar N. Rooholamini, Sherilyn Smith and Jimmy Beck
Hospital Pediatrics originally published online June 21, 2021; originally published
                              online June 21, 2021;

Updated Information &          including high resolution figures, can be found at:
Services                       http://hosppeds.aappublications.org/content/early/2021/09/30/hpeds.
                               2021-006122
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References                     This article cites 18 articles, 6 of which you can access for free at:
                               http://hosppeds.aappublications.org/content/early/2021/09/30/hpeds.
                               2021-006122#BIBL
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The Best of Both Worlds: Strengthening Medical Education Research and
                    Evaluation Using Quality Improvement
             Sahar N. Rooholamini, Sherilyn Smith and Jimmy Beck
Hospital Pediatrics originally published online June 21, 2021; originally published
                              online June 21, 2021;

The online version of this article, along with updated information and services, is
                       located on the World Wide Web at:
http://hosppeds.aappublications.org/content/early/2021/09/30/hpeds.2021-006122

Hospital Pediatrics is an official journal of the American Academy of Pediatrics. Hospital
Pediatrics is owned, published, and trademarked by the American Academy of Pediatrics, 345
Park Avenue, Itasca, Illinois, 60143. Copyright © 2021 by the American Academy of Pediatrics.
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