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Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center Demorest, Georgia [email protected]

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Page 1: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and

Clinician

Richard A. Olson MD, FACSHabersham Medical Center

Demorest, Georgia

[email protected]

Page 2: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Why pursue a model of Dr/Pt SA?

• Better design of Electronic Health Record – & other Health IT applications

• Improve decisions – esp. shared decisions• Support “patient engagement”• Support team care delivery

Page 3: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

SOAP Note c2013

Page 4: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Problem Oriented Medical Record

• History (Subjective)• Physical Exam, Lab Data (Objective)• Problem List – working diagnoses, not final diagnoses• SOAP Note for each Problem–Subjective

–Objective

–Assessment

–Plan

Page 5: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Problem Oriented Medical Record System (Weed, Hurst & Walker)

Page 6: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Dr. Lawrence Weed, Univ. of VermontProblem-Oriented Medical Record

“The beginning clinical clerk, the new intern, and the practicing physician are confronted with an apparent contradiction. Each is asked, as a ‘whole’ physician, to accept the obligations of meeting many problems simultaneously and yet to give to each the single-minded attention that is fundamental to developing and mobilizing his or her enthusiasm and skill, for these two virtues do not arise except where an organized concentration upon a particular subject is possible.”

The multiplicity of problems the physician must deal with every day constitutes a principal distinguishing feature between a physician’s activities and those of many other scientists.These realizations led me to develop the POMR so that medical students and practitioners could function in a structured, rigorous way more like that of workers in the scientific community. The POMR cannot change the multiplicity of problems that physicians face. But the POMR enables a highly organized approach to that complexity.

Page 7: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Medical Informatics

• Analysis / Communication / Record / Library

Page 8: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Dr. Eta Berner’s skeptical student

• Did we start at the right place? • If our starting point was the medical record,

and not the patient-physician relationship, have we picked the best path to apply technology to improve clinical care?

Page 9: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Situation Awareness (SA)

Before making a choice to act, what do we understand about the state of mind – the

perceptive and the cognitive processes which precedes that action?

What WERE you thinking??? (If SA is missing, it becomes more apparent.)

Page 10: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

SA -> Decision -> Action – (Endsley)

Page 11: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Doctor-Patient Awareness MatrixDual Situation Awareness

Page 12: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

The Johari Window - 1955

“Named after the first names of its inventors, Joseph Luft and Harry Ingham,” this “is one of the most useful models describing the process of human interaction” 1999 by Duen Hsi Yen http://www.noogenesis.com/game_theory/johari/johari_window.html

Page 13: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Dr-Pt Situation Awareness = SOAP

Page 14: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

(1) Dual SA: Diagnosis & Dialogue

Levels of Dual SA:3) Projection

2) Comprehension

1) Perception

Page 15: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Communication George Bernard Shaw (1856-1950)

"The single biggest problem in communication is the illusion that is has taken place"

Places the burden on the physician, to choose the best way to say something, to use visual aids, and to confirm the message is correctly received by the patient.

Page 16: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Each problem needs separate consideration

• Cognitive limits of human ‘operator’ defines one ‘panel’ of SA;– Multiple physicians / specialists per patient– Multiple problems per patient

• “One problem at a time”

Page 17: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Health Affairs – Feb. 2013“New Era of Patient Engagement”

A National Action Plan To Support Consumer Engagement Via E-Health Lygeia Ricciardi, Farzad Mostashari, Judy Murphy, Jodi G. Daniel, and Erin P. Siminerio (HHS/ ONCHIT)

Page 18: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

(2) DecisionWho Shall Decide??

Physician Patient

Page 19: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Goal: Optimal Decisions

• Defined as satisfactory to both patient and physician

• A good decision remains satisfactory - even in hindsight

• Timely - ideal responsiveness may require patient monitoring and ‘decision triggers’

Page 20: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Barriers to Rational Choice(besides system complexity)

• Fear, Mistrust• Myths & Misconceptions• Youth & adolescence• Aging & dementia• Miscommunication• Psychopathology• Socio-pathology

– “Half of the people lie with their lips; the other half with their tears,” Nassim Nicholas Taleb

Page 21: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

(3) Action:

• Diagnostic• Therapeutic• Education (patient, physician)• Management– Hospitalize, Discharge– Consult– Transfer– Follow-up

Page 22: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Action changes the SituationCycles the D.P.U. (doctor patient unit)

Page 23: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Pathway of Diagnosis

Initial Problem -> Working Diagnoses -> -> ->

Final Diagnosis Fatigue ->

Anemia ->Gastric Ulcer ->

Gastric adenocarcinoma

Page 24: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Disease Trajectory

• Corbin-Strauss Model, 1991 nursing model coined the term ‘disease trajectory’

• Abdominal Aortic Aneurysm growth & rupture• Diabetes with progressive kidney failure• Cancer patients with possible recurrence

Page 25: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

LINK TO THIS COMIC: HTTP://XKCD.COM/931/

Page 26: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

TEAM Doctoring1994 Harrison’s

Textbook of Internal Medicine

"Increasingly patients are cared for by groups of physicians, clinics, hospitals, organizations." With a chief drawback being, "the loss of the concept of the physician who is primarily and continuously responsible."

Page 27: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

TEAM doctoring

• Primary care (Family Practice, General Internal Medicine, OB/Gyn) - “The Medical Home”

• Emergency Room• Hospitalist• Critical Care• Cardiology & other Medical Specialties• Surgery (all specialties) & Anesthesiology• Medical Imaging (Radiology)

Page 28: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Hospital Staff TEAM

• Nursing (including many nursing specialties)• Pharmacy• Physical Therapy• Occupational Therapy, Speech Therapy• Respiratory Therapy• Dietary – Nutrition• Case Management – Social Work• Clergy• Support (clerical, communication, transcription)

Page 29: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Team SA in Healthcare

Endsley, M. R., & Jones, W. M. (2001). A model of inter- and intrateam situation awareness

Page 30: Defining the Process of Medical Care to Include Dual Situation Awareness between Patient and Clinician Richard A. Olson MD, FACS Habersham Medical Center

Final Thoughts & Questions

• Might Dual SA be a useful model for design of EHR & Consumer E-health Systems?

• Can EHR System design support Team SA?• Is Situation Awareness a useful ‘buzzword’ in

healthcare, as it is in military & aviation • Would improved Dual & Team SA lead to

better decisions and better outcomes, including workplace satisfaction of providers?

[email protected]