Original Research

The Design and Evaluation of the Comprehensive Hospitalist Assessment and Mentorship with Portfolios (CHAMP) Ultrasound Program

Abstract

BACKGROUND: Literature supports the use of point-of-care ultrasound performed by the treating hospitalist in the diagnosis of common diseases. There is no consensus on the training paradigm or the evaluation of skill retention for hospitalists.

OBJECTIVE: To evaluate the effectiveness of a comprehensive bedside ultrasound training program with postcourse competency assessments for hospitalists.

DESIGN: A retrospective report of a training program with 53 hospitalists. The program consisted of online modules, a 3-day in-person course, portfolios, 1-day refresher training, monthly scanning, and assessments. Hospitalists were rated by using similar pre- and postcourse competency assessments and self-rating parameters during the 3-day and refresher courses.

SETTING: A large tertiary-care center.

RESULTS: Skills increased after the 3-day course from a median preassessment score of 15% correct (interquartile range [IQR] 10%-25%) to a median postassessment score of 90% (IQR 80%-95%; P < .0001). At the time of the refresher course, the median precourse skills score had decreased to 65% correct (IQR 35%-90%), which improved to 100% postcourse (IQR 85%-100%; P < .0001). Skills scores decreased significantly less between the post 3-day course assessment and pre 1-day refresher course for hospitalists who completed portfolios (mean decrease 13.6% correct; P < .0001) and/or monthly scanning sessions (mean decrease 7.3% correct; P < .0001) compared with hospitalists who did not complete these items.

CONCLUSIONS: A comprehensive longitudinal ultrasound training program including competency assessments improved ultrasound acquisition skills with hospitalists. Skill retention remained high in those who completed portfolios and/or monthly scanning sessions along with a 1-day in-person refresher course.

© 2018 Society of Hospital Medicine

Point-of-care ultrasound (POCUS) is a valuable tool to assist in the diagnosis and treatment of many common diseases.1-11 Its use has increased in clinical settings over the years, primarily because of more portable, economical, high-quality devices and training availability.12 POCUS improves procedural success and guides the diagnostic management of hospitalized patients.2,9-12 Literature details the training of medical students,13,14 residents,15-21 and providers in emergency medicine22 and critical care,23,24 as well as focused cardiac training with hospitalists.25-27 However, no literature exists describing a comprehensive longitudinal training program for hospitalists or skills retention.

This document details the hospital medicine department’s ultrasound training program from Regions Hospital, part of HealthPartners in Saint Paul, Minnesota, a large tertiary care medical center. We describe the development and effectiveness of the Comprehensive Hospitalist Assessment and Mentorship with Portfolios (CHAMP) Ultrasound Program. This approach is intended to support the development of POCUS training programs at other organizations.

The aim of the program was to build a comprehensive bedside ultrasound training paradigm for hospitalists. The primary objective of the study was to assess the program’s effect on skills over time. Secondary objectives were confidence ratings in the use of ultrasound and with various patient care realms (volume management, quality of physical exam, and ability to narrow the differential diagnosis). We hypothesized there would be higher retention of ultrasound skills in those who completed portfolios and/or monthly scanning sessions as well as increased confidence through all secondary outcome measures (see below).

MATERIALS AND METHODS

This was a retrospective descriptive report of hospitalists who entered the CHAMP Ultrasound Program. Study participants were providers from the 454-bed Regions Hospital in Saint Paul, Minnesota. The study was deemed exempt by the HealthPartners Institutional Review Board. Three discrete 3-day courses and two 1-day in-person courses held at the Regions Hospital Simulation Center (Saint Paul, Minnesota) were studied.

Program Description

In 2014, a working group was developed in the hospital medicine department to support the hospital-wide POCUS committee with a charter to provide standardized training for providers to complete credentialing.28 The goal of the hospital medicine ultrasound program was to establish the use of ultrasound by credentialed hospitalists into well-defined applications integrated into the practice of hospital medicine. Two providers were selected to lead the efforts and completed additional training through the American College of Chest Physicians (CHEST) Certificate of Completion Program.29 An overall director was designated with the responsibilities delineated in supplementary Appendix 1. This director provided leadership on group practice, protocols, and equipment, creating the organizational framework for success with the training program. The hospital medicine training program had a 3-day in-person component built off the CHEST Critical Care Ultrasonography Program.24 The curriculum was adapted from the American College of Chest Physicians/Société de Réanimation de Langue Française Statement on Competence in Critical Care Ultrasonography.30 See Table 1 for the components of the training program.

All components of the training program are required to receive the certificate of completion with the exception of the refresher training. Learner feedback after each 3-day course and refresher training was incorporated into subsequent iterations of the training program. During initial phases, additional hands-on faculty were recruited from emergency medicine and critical care who had extensive experience with bedside ultrasound. Subsequently, faculty consisted of former course participants. All faculty followed a standard set of ultrasound and educational principles to guide the hands-on training of participants (supplementary Appendix 2).

Online Modules

As a prerequisite to the 3-day introductory course, hospitalists were required to complete modules for precourse knowledge involving a set of focused-topic online reading and videos with quizzes (supplementary Appendix 3).

3-Day In-Person Course with Assessments

The 3-day course provided 6 hours of didactics, 8 hours of image interpretation, and 9 hours of hands-on instruction (supplementary Appendix 4). Hospitalists first attended a large group didactic, followed by divided groups in image interpretation and hands-on scanning.24

Didactics were provided in a room with a 2-screen set up. Providers used 1 screen to present primary content and the other for simultaneously scanning a human model.

Image interpretation sessions were interactive smaller group learning forums in which participants reviewed high-yield images related to the care of hospital medicine patients and received feedback. Approximately 45 videos with normal and abnormal findings were reviewed during each session.

The hands-on scanning component was accomplished with human models and a faculty-to-participant ratio between 1:2 and 1:3. Human models for this course were paid community models. A variety of ultrasound machine platforms were provided for participants. Learning objectives were clearly delineated prior to each scanning session to ensure the coverage of required content.

Portfolios

Portfolio development was a key aspect in overall POCUS competency for each participant. The hospital medicine department’s required portfolio files are presented in the Figure, with standards coinciding with the quality assurance grading rubric as developed by the POCUS committee at Regions Hospital and described by Mathews and Zwank.28 Images taken with real patients were submitted without patient identifiers to a shared online portal. Faculty provided regular cycling feedback by entering the status of submission (accepted or declined) and specific comments on images and interpretations. Learners worked off of the feedback, practiced their skills, and resubmitted files. An image was considered acceptable if it met criteria of depth, axis, and gain and showed the required organ. Participants could use the same patient for different views but could not use the same patient for multiple images of the same view.

Refresher Training: 1-Day In-Person Course with Assessments and Monthly Scanning Sessions (Optional)

Only hospitalists who completed the 3-day course were eligible to take the 1-day in-person refresher course (supplementary Appendix 5). The first half of the course incorporated scanning with live human models, while the second half of the course had scanning with hospitalized patients focusing on pathology (pleural effusion, hydronephrosis, reduced left ventricular function, etc.). The course was offered at 3, 6, and 12 months after the initial 3-day course.

Monthly scanning sessions occurred for 2 hours every third Friday and were also available prior to the 1-day refresher. The first 90 minutes had a hands-on scanning component with hospitalized patients with faculty supervision (1:2 ratio). The last 30 minutes had an image interpretation component.

Assessments

Knowledge and skills assessment were adapted from the CHEST model (supplementary Appendix 6).24 Before and after the 3-day and 1-day in-person courses, the same hands-on skills assessment with a checklist was provided (supplementary Appendix 7). Before and after the 3-day course, a written knowledge assessment with case-based image interpretation was provided (supplementary Appendix 6). A final knowledge and skills assessment was given at either of the in-person courses to those who completed the required components of the training. Passing scores for the final knowledge assessment were established at 85% items correct by an expert panel by using the Angoff method.31 This same standard was applied to the final skills examination. Participants who do not pass the final assessments are provided opportunities for further training and allowed to reattempt the assessments. In this regard, there is a standard training outcome but variances in length of training time for each participant. Pre- and postcourse skills assessments used the same faculty, checklist, and ultrasound device. Raters received an orientation the day prior to each in-person course, reviewing common learner pitfalls, reviewing the checklist, and discussing specific examples.

Measurement

Participant demographic and clinical information was collected at the initial 3-day course for all participants, including age, gender, specialty, years of experience, and number and type of ultrasound procedures personally conducted or supervised in the past year. For skills assessment, a 20-item dichotomous checklist was developed and scored as done correctly or not done/done incorrectly. This same assessment was provided both before and after each of the 3-day and 1-day courses. A 20-question image-based knowledge assessment was also developed and administered both before and after the 3-day course only. The same 20-item checklist was used for the final skills examination. However, a new more detailed 50-question examination was written for the final examination after the portfolio of images was complete. Self-reported measures were confidence in the use of ultrasound, volume management, quality of physical exam, and ability to narrow the differential diagnosis. Confidence in ultrasound use, confidence in volume management, and quality of physical exam were assessed by using a questionnaire both before and after the 3-day course and 1-day course. Participants rated confidence and quality on a 5-point scale, 1 being least confident and 5 being most confident.

Statistical Analysis

Demographics of the included hospitalist population and pre and post 3-day assessments, including knowledge score, skills score, confidence in ultrasound use, confidence in volume management, and quality of physical exam, were summarized. Values for all assessment variables are presented as percentages. Confidence scores were reported as a percentage of the Likert scale (eg, 4/5 was reported as 80%). Skills and written examinations were expressed as percentages of items correct. Data were reported as median and interquartile range or means and standard deviation based on variable distributions. Differences between pre- and postvalues for 3-day course variables were assessed by using 2-sample paired Wilcoxon signed rank tests with a 95% confidence level.

For the subset of hospitalists who also completed the 1-day course, pre and post 1-day course assessments, including skills score, confidence in ultrasound use, confidence in volume management, and quality of physical exam, were summarized. Differences between pre- and postvalues for 1-day assessment variables were assessed by using 2-sample paired Wilcoxon signed rank tests with a 95% confidence level.

For hospitalists who completed both the 3-day and 1-day courses, the change in course assessments, including skills score, confidence in ultrasound use, confidence in volume management, and quality of physical exam, was assessed by summarizing the change from post 3-day metrics to pre 1-day metrics (Table 2). The differences between these 2 assessments were evaluated by using 2-sample paired Wilcoxon signed rank tests with a 95% confidence level. Changes in skills score from post 3-day assessment to pre 1-day assessment were also compared for hospitalists completing any of the portfolio and those completing none, and for hospitalists attending any monthly scanning sessions and those who did not attend any, by using analysis of variance and Scheffe tests.

Multiple linear regression was performed with the change in skills assessment score from postcompletion of the 3-day course to precompletion of the 1-day course as the dependent variable. Hospitalists were split into 2 age groups (30-39 and 40-49) for the purpose of this analysis. The percent of monthly scanning sessions attended, age category, timing of 1-day course, and percent portfolio were assessed as possible predictors of the skills score by using simple linear regression with a P = .05 cutoff. A final model was chosen based on predictors significant in simple linear regression and included the percent of the portfolio completed and attendance of monthly scanning sessions.

RESULTS

Demographics

Of the 56 3-day course participants, 53 had complete data (Table 3). Three participants with incomplete data completed most of the course but left prior to postcourse assessments and were excluded from the analysis. Twenty-three hospitalists also completed the 1-day in-person course. Seven hospitalists completed the 1-day course 3 months after the initial course, 8 completed it at 6 months, and 8 completed it at 12 months. Completed portfolios required 164 approved video images. Fifteen of the 23 hospitalists at the 1-day course have started and are working towards completion of the online portfolio, while 9 of the 23 participated in the monthly scanning sessions.

3-Day In-Person Course

For the 53 hospitalists who completed skills-based assessments, performance increased significantly after the 3-day course. Knowledge scores also increased significantly from preassessment to postassessment. Self-reported confidence ratings for ultrasound use, confidence in volume management, and quality of physical exam all increased significantly from preassessment to postassessment (Table 2).

Refresher Training: 1-Day In-Person Course

Because the refresher training was encouraged but not required, only 25 of 53 hospitalists, 23 with complete data, completed the 1-day course. For the 23 hospitalists who completed skills-based assessments before and after the 1-day course, mean skills scores increased significantly (Table 2). Self-reported confidence ratings for ultrasound use, confidence in volume management, and quality of physical exam all increased significantly from preassessment to postassessment (Table 2).

Monthly Scanning Sessions and Portfolio Development

The skills retention from initial course to refresher course by portfolio completion and monthly scanning sessions is shown in Table 2. Multiple regression analysis showed that for every 10% increase in the percent of monthly sessions attended, the mean change in skills score was 3.7% (P = .017), and for every 10% increase in the percent of portfolio completed, the mean change in skills score was 2.5% (P = .04), showing that both monthly scanning session attendance and portfolio completion are significantly predictive of skills retention over time.

Final Assessments

Four providers met mastery at initial attempt. No providers to date have needed remediation. Many others are going through different stages of the process and are expected to attain mastery in a short period of time.

DISCUSSION

This is the first description of a successful longitudinal training program with assessments in POCUS for hospital medicine providers that shows an increase in skill retention with the use of a follow-up course and bedside scanning.

The CHAMP Ultrasound Program was developed to provide hospital medicine clinicians with a specialty focused in-house training pathway in POCUS and to assist in sustained skills acquisition by providing opportunities for regular feedback and practice. Practice with regular expert feedback is a critical aspect to develop and maintain skills in POCUS.32,33 Arntfield34 described the utility of remote supervision with feedback for ultrasound training in critical care, which demonstrated varying learning curves in the submission of portfolio images.35,36 The CHAMP Ultrasound training program provided expert oversight, longitudinal supervision, and feedback for course participants. The educational method of mastery learning was employed by setting minimum standards and allowing learners to practice until they met that standard.37-39

This unique program is made possible by the availability of expert-level faculty. Assessment scores improved with an initial 3-day course; however, they also decayed over time, most prominently with hospitalists that did not continue with POCUS scanning after their initial course. Ironically, those who performed more ultrasounds in the year prior to beginning the 3-day course had lower confidence ratings, likely explained by their awareness of their limitations and opportunities for improvement. The incorporation of refresher training to supplement the core 3-day course and portfolio development are key additions that differentiate this training program. These additions and the demonstration of successful training make this a durable pathway for other hospitalist programs. There are many workshops and short courses for medical students, residents, and practicing providers in POCUS.40-43 However, without an opportunity for longitudinal supervision and feedback, there is a noted decrease in the skills for participants. The refresher training with its 2 components (1-day in-person course and monthly scanning sessions) provides evidence of the value of mentored training.

In the initial program development, refresher training was encouraged but optional. We intentionally tracked those that completed refresher training compared with those that did not. Based on the results showing significant skills retention among those attending some form of refresher training, the program is planned to change to make this a requirement. We recommend refresher training within 12 months of the initial introductory course. There were several hospitalists that were unable to accommodate taking a full-day refresher course and, therefore, monthly scanning sessions were provided as an alternative.

The main limitation of the study is that it was completed in a single hospital system with available training mentors in POCUS. This gave us the ability to perform longitudinal training but may make this less reproducible in other hospital systems. Another limitation is that our course participants did not complete the pre- and postknowledge assessments for the refresher training components of the program, though they did for the initial 3-day course. Our pre- and postassessments have not been externally shown to produce valid data, though they are based on the already validated CHEST ultrasound data.44

Finally, our CHAMP Ultrasound Program required a significant time commitment by both faculty and learners. A relatively small percentage of hospitalists have completed the final assessments. The reasons are multifactorial, including program rigor, desire by certain hospitalists to know the basics but not pursue more expertise, and the challenges of developing a skillset that takes dedicated practice over time. We have aimed to address these barriers by providing additional hands-on scanning opportunities, giving timely feedback with portfolios, and obtaining more ultrasound machines. We expect more hospitalists to complete the final assessments in the coming year as evidenced by portfolio submissions to the shared online portal and many choosing to attend either the monthly scanning sessions and/or the 1-day course. We recognize that other institutions may need to adapt our program to suit their local environment.

CONCLUSION

A comprehensive longitudinal ultrasound training program including competency assessments significantly improved ultrasound acquisition skills with hospitalists. Those attending monthly scanning sessions and participating in the portfolio completion as well as a refresher course significantly retained and augmented their skills.

Acknowledgments

The authors would like to acknowledge Kelly Logue, Jason Robertson, MD, Jerome Siy, MD, Shauna Baer, and Jack Dressen for their support in the development and implementation of the POCUS program in hospital medicine.

Disclosure

The authors do not have any relevant financial disclosures to report.

References

Online-Only Materials

AttachmentSize
File appendices_1-7.docx347.77 KB
   Comments ()

Related Articles from PubMed