Simulation in clinical teaching and learning

Simulation-based education (SBE) is a rapidly developing discipline that can provide safe and effective learning environments for students.1 Clinical situations for teaching and learning purposes are created using mannequins, part-task trainers, simulated patients or computer-generated simulations.

Here, we explore the factors driving the use of SBE, its advantages and disadvantages, the evidence for its effectiveness and its future role in medical education.

Simulation of the clinical environment can be achieved in a variety of ways:

• Full-body mannequins are physical representations of patients. Their complexity varies from being just the physical shape of a patient to incorporating complex electronic equipment for generating physiological responses. In the latter situation, responses can be controlled manually by an operator or programmed into the simulator to model the effects of pathological states and pharmacological interventions.

• Part-task trainers are models used for repeated practice of the technical components of a clinical task. Examples include “arms” for practising intravenous cannulation, head and thorax models for practising airway skills and synthetic skin pads for practising suturing.

• Simulated patients, also called “patient actors” or “standardised patients”, are individuals trained to behave in a particular way for clinical interactions.5 They are extensively used for teaching and assessment in medical education, especially for communication skills acquisition, and can provide constructive feedback to students from the patient perspective.6 Specifically trained simulated patients, known as clinical teaching associates, are used in some Australian medical schools to introduce students to sensitive clinical tasks, such as conducting a breast examination or performing a Pap smear.7

• Computer-generated simulators are representations of tasks or environments used to facilitate learning. These may be as simple as a computer program to demonstrate the operation of a piece of equipment, such as an anaesthetic machine,8 or as complex as a detailed virtual reality environment in which participants interact with virtual patients or other health professionals (for example, Second Life — a 3-D virtual reality environment used to create a simulated learning experience).9,10

• Hybrid simulators are a combination of simulated patients with part-task trainers to contextualise learning. For example, a model wound can be attached to a simulated patient so students can learn both the procedural technique and the associated communication skills and professional behaviours.11 Similarly, a modified stethoscope when placed on a patient actor can be used to simulate specific clinical signs, such as a heart murmur or abnormal breathing sounds.12

“Fidelity” describes the extent to which a simulation represents reality. It also refers to the psychological effect of “immersion” in the situation, or “being there”, and the extent to which the clinical environment is accurately represented.13 The degree of realism of a simulation technique, and thus the choice of simulator device, needs to be carefully matched with educational level, as too much realism and complexity can distract students, especially novices, from learning basic skills.14 For example, the steps for inserting a urinary catheter may be best learnt first using a part-task trainer where each step can be practised. The realism can then be increased by attaching the model to a simulated patient and adding in the requirement to simultaneously use effective communication skills.

A major challenge with teaching and learning in clinical settings is that it is opportunistic and unstructured. This can be overwhelming for students who are often required to attempt tasks for which they are ill-prepared. SBE allows deconstruction of clinical skills into their component parts, so students can be presented with scenarios and tasks appropriate for their stage of learning, thus reducing the cognitive load.15 Without the complexities of dealing with real patients, students can focus on mastering basic skills and can more readily abstract principles from their experiences to apply in other settings.

Overall, research shows there is a positive relationship between SBE and learning outcomes. Applying Kirkpatrick’s framework for evaluating the impact of educational programs (Box 2),19 there is growing evidence that using simulation results in participant satisfaction, self-reported increased knowledge and improved performance.20

At present, however, there is a paucity of Kirkpatrick level 4 evidence on the impact of SBE on patient outcomes, but studies are now emerging.21-24,25 New approaches to synthesising data from qualitative and quantitative studies26 are also adding weight to the evidence reported in the research literature.

There are two important reasons why there is currently limited high-level evidence for the efficacy of SBE. The first is the wide range of modes of simulation, with limited transferability of evidence between different simulation contexts. Second, SBE is usually embedded within broader curriculum activities, making it difficult for its effects to be isolated from those of other educational interventions. It is in fact unhelpful to separate SBE from other learning methods, as “whole” rather than “isolated” elements are important for learning. Rather, it is the way in which SBE is incorporated into instructional design which determines its effectiveness.

Overall, the evidence at Kirkpatrick levels 1–3 suggests SBE makes a valuable contribution to learning for students, trainees and clinicians, especially for clinical and procedural skills, clinical decision making, patient-centred and interprofessional communication, and teamwork. Some SBE modes, however, are more suited for developing certain types of knowledge, attitudes and skills than others. For example, using virtual patients has been found to be helpful for developing clinical reasoning skills, but can lead to loss of the concept of patient-centred care.27

What the evidence also shows is that certain features and best practices need to be incorporated into SBE for it to achieve maximum impact. The twelve important features that optimise SBE are listed in Box 3 and explained in detail in the article by McGaghie et al.20

For maximal effectiveness, SBE needs to be integrated into the curriculum and not used as a stand-alone intervention. This is best achieved at the curriculum design phase when educational methods are being identified to meet defined learning objectives. The degree to which SBE can be incorporated into a curriculum will depend on the availability of local resources.28 Strategies that promote the transfer of learning from SBE to clinical practice should be considered when integrating SBE into medical curricula are listed in Box 4.

One potential pitfall of SBE is negative learning; inadequate design of the simulator or simulation can give unintended messages to the learner. If physical signs such as sweating and changes in skin colour are missing, students may start to ignore these signs or consider them unimportant. With simulated events, they may also be tempted to use shortcuts like omitting patient consent and safety procedures. This may lead to habitual unsafe behaviours, such as failure to wear protective gloves and reuse of previously opened bags of intravenous fluids or expired drugs. Students may also learn to communicate in an artificial rather than a genuine manner as a result of interacting with simulated patients.

Another real consideration is the safety of learners. Immersive simulations aim to create a sense of “being there” but may be confronting (such as trauma situations) and leave participants feeling angry, upset, shocked or frustrated. These feelings need to be skilfully managed by appropriate debriefing.

Adequate training of instructors can, to some extent, address these problems, but the additional resources required can be a limiting factor in implementing SBE.

Implementation of SBE needs a planned, thoughtful and coordinated approach. Currently, there is no cohesive strategy for simulation education and research in Australia, and successful programs depend to a large degree on local enthusiasts. The findings of the Health Workforce Australia (HWA) report on current and potential use of SBE in Australian medical education can be found on the HWA website (www.hwa.gov.au/sites/uploads/simulated-learning-environments-medical-curriculum-report-201108.pdf).

Moving teaching away from the bedside reveals the real costs of medical education, with the need for dedicated teaching spaces, equipment and trained teachers. HWA is supporting the use of simulated learning and is providing funding for SBE, including $46 million capital and $48 million recurrent funding for 2010–11, and $20 million recurrent funding per annum subsequently. This funding is for all health care professions and will significantly enhance SBE capability and capacity in Australia, but the challenge to maintain some national cohesion remains. HWA has undertaken a review of opportunities for SBE to enhance efficiency and effectiveness of training of health professionals, and established a mechanism for SBE initiatives to develop capacity across Australia.29 HWA has also embarked on the development of a training program for simulation instructors.

The key elements required for an effective national SBE program are infrastructure, curricular integration and trained personnel. A stocktake of existing simulation facilities is needed, followed by a rational development plan to ensure that limited resources are used wisely. The breadth and depth of learning experiences that the different modes of simulation can offer need to be understood, so SBE can be integrated into medical school programs. Critically, there needs to be investment in appropriately trained staff to manage these facilities, as well as training in curriculum development, evaluation and research.

Most health care facilities will want or need some type of simulation facility. The types of simulators and the staff needed to appropriately run facilities are the real issues. A “hub and spoke” model is likely to be the best solution, with major investment being made in communication technology to ensure effective interactions between facilities. Regional networks could be used to coordinate the development of learning programs, usage and research, but should not discourage local initiatives. Purchase of major infrastructure on a shared basis, and regional or national contracts for servicing of equipment may allow some economies of scale. Regional centres or even a national institute for health simulation could coordinate standards for simulation training programs and staff accreditation.30

In the United States, the Society for Simulation in Healthcare has gone some way towards developing an approach to accreditation for simulation programs, which could serve as a useful model.31 Lessons for further research and development may also be gained from other industries such as defence, aviation and construction.

Simulation technology has rapidly evolved over the past few decades from simple part-task trainers to equipment with haptic feedback technology, as well as complex computer-driven mannequins and virtual reality. The accurate representation of real clinical settings and tasks by more sophisticated devices supports the ongoing development of SBE to help resolve problems in clinical education and health care delivery, especially in the areas of patient safety and assessment.

SBE encompasses a wide spectrum of techniques and there is a growing body of research supporting its value in medical school education. SBE needs to be integrated into medical curricula at the development stage, with careful attention paid to transfer of skills learnt to the real clinical environment. It is crucial that SBE programs are evaluated for their impact on student and patient outcomes. The use of SBE will continue to expand with the evolution of new technologies, but well developed policies are required to ensure coordinated and cost-effective approaches to its wider implementation.