Teaching Ophthalmoscopy To Medical Students (The Totems Study)
Teaching Ophthalmoscopy To Medical Students (The Totems Study)
LINDA P. KELLY, PHILIP S. GARZA, BEAU B. BRUCE, EMILY B. GRAUBART, NANCY J. NEWMAN, AND
VALÉRIE BIOUSSE
PURPOSE: To determine medical student preferences 2013;156:1056–1061. Ó 2013 by Elsevier Inc. All
for learning the ocular fundus examination and to assess rights reserved.)
their accuracy using different examination modalities.
DESIGN: Prospective, randomized study of medical
E
student education approaches. XAMINATION OF THE OCULAR FUNDUS IS CRITICAL
METHODS: First-year medical students received to the accurate diagnosis of many life- and sight-
training in direct ophthalmoscopy using simulators and threatening medical conditions,1,2 and there is
human volunteers. Students were randomized to receive consensus that all graduating medical students and
vs not receive specific training on interpreting fundus generalist physicians should be proficient in the fundus
photographs prior to accuracy assessments. Students’ examination.3–5 Standards adopted by the Association of
preferences for each of the 3 methods (direct ophthalmos- University Professors in Ophthalmology (AUPO) and
copy on simulators or human volunteers, or use of fundus endorsed by the American Academy of Ophthalmology
photographs) and recognition of normal and abnormal and International Council of Ophthalmology5 specifically
fundus features were assessed. require students to be able to visualize the red reflex,
RESULTS: Of 138 first-year medical students, 119 the retina, and optic disc; to assess the optic disc for
(86%) completed all required elements. For learning cupping, color, contour, margins, vessels, and edema;
ophthalmoscopy, 85 (71%) preferred humans to simula- and specifically to recognize changes associated with glau-
tors. For learning relevant features of the ocular fundus, coma and macular degeneration.3 Despite these recom-
92 (77%) preferred photographs to ophthalmoscopy on mendations, the fundus examination is performed
simulators or humans. Accuracy of answers was better infrequently and poorly by students and most non-
when interpreting fundus photographs than when ophthalmologists.1,6,7
performing ophthalmoscopy on simulators (P < .001). In response to students’ lack of proficiency in direct
Performance improved after specific teaching about ophthalmoscopy, medical educators have primarily sug-
assessing fundus photographs before testing (P [ .02). gested 2 divergent approaches to the improvement of
Examination of the ocular fundus was found easier and undergraduate ophthalmology education. Some have
less frustrating when using photographs than when using attempted intensive, longitudinal ophthalmology training
ophthalmoscopy on simulators or humans. Eighty-four in medical school, but this has failed to produce a meaning-
students (70%) said they would prefer to have fundus ful improvement in students’ direct ophthalmoscopy skills,
photographs instead of using the ophthalmoscope during and students continued to neglect the fundus examination
upcoming clinical rotations. in their internal medicine clerkships.8 As an alternative,
CONCLUSIONS: Students preferred fundus photographs others have suggested that students master only basic direct
for both learning and examining the ocular fundus. Iden- ophthalmoscopy skills and instead focus on learning the
tification of ocular fundus features was more accurate on signs of clinical ophthalmology emergencies and be aware
photographs compared to examination by direct ophthal- of other forms of ocular fundus pathology, even those
moscopy. In the future, the increasing availability of that are not readily detectable by direct ophthalmoscopy.9
nonmydriatic ocular fundus photography may allow However, new ocular fundus imaging technologies, such as
replacement of direct ophthalmoscopy in many clinical nonmydriatic ocular fundus cameras, provide easy-to-use
settings for non-ophthalmologists. (Am J Ophthalmol and reliable alternatives to direct ophthalmoscopy and
may allow convergence of these 2 approaches. Removing
the technical challenges of direct ophthalmoscopy should
make examination of the ocular fundus easier and more
Supplemental Material available at AJO.com. effective, providing students additional time (currently
Accepted for publication Jun 12, 2013.
From the Departments of Ophthalmology (L.P.K., P.S.G., B.B.B., spent on learning how to use the direct ophthalmoscope)
E.B.G., N.J.N., V.B.), Neurology (B.B.B., N.J.N., V.B.), and to learn key ophthalmologic signs and pathology.
Neurological Surgery (N.J.N.), Emory University, Atlanta, Georgia. We propose that tomorrow’s clinicians may use ocular
Inquiries to Valérie Biousse, Neuro-Ophthalmology Unit, Emory Eye
Center, 1365-B Clifton Road NE, Atlanta, GA 30322; e-mail: vbiouss@ fundus photography instead of direct ophthalmoscopy for
emory.edu routine ophthalmic screening in appropriate clinical
Likert scales, ease of viewing the ocular fundus with an students completed the simulator posttest, photograph
ophthalmoscope (10 ¼ easiest) and level of frustration in posttest, and post-photograph quality survey before
attempting direct ophthalmoscopy (10 ¼ most frustrated). receiving the diagnostic training slideshow.
They were also asked whether lack of time was the main
source of frustration and whether they would spontaneously FINAL SURVEY: A final quality survey was administered
perform direct ophthalmoscopy routinely during their after all training and testing sequences were complete
upcoming clinical clerkships. The quality surveys also (Supplemental Figure 5, available at AJO.com). This
included the validated Positive and Negative Affect quality survey asked which methods students preferred for
Schedule (PANAS), consisting of 10 negative and 10 posi- learning how to use the direct ophthalmoscope (human
tive mood terms graded on a 5-point Likert response scale volunteers vs eye simulators with clinical vignettes) and
to document feelings engendered by the portion of training for identifying features of the ocular fundus (ophthalmos-
just completed (Supplemental Figure 2, available at AJO. copy vs ocular fundus photographs). It also asked whether
com).11 Scores were calculated by a simple sum of the 5- they would prefer to use direct ophthalmoscopy or fundus
point Likert ratings for each mood term, as per the usual photographs when evaluating a patient during their clin-
method.11 Positive affect scores range from 10-50, with ical clerkships, and how often they believed they would
higher scores representing higher levels of positive affect. attempt to evaluate the ocular fundus over the following
Negative affect scores also range from 10-50, with lower year as part of general physical examinations.
scores representing lower levels of negative affect.
DATA ANALYSIS: Medians and interquartile ranges
TESTING SEQUENCES: The students’ small groups were (IQRs) were reported for continuous data and percentages
randomized into 1 of 2 testing sequences (Figure 1). Testing were reported for categorical data. Statistical analysis was
sequence 1 began with a 10-minute diagnostic training performed using random intercept (for subject, instructor,
slideshow with instruction on how to determine if a fundus and day) mixed linear regression models for comparing
photograph depicted the right or left eye and how to assess test scores and 1-way analysis of variance with Tukey
basic features of the optic nerve, retina, and blood vessels. post hoc comparisons for affect scores using R: A Language
Students then completed a simulator posttest and a photo- and Environment for Statistical Computing (R Foundation
graph posttest as well as a quality survey. The simulator for Statistical Computing, http://www.R-project.org).
posttest consisted of 4 simulator eyes; for each eye, students
were asked if they could visualize anything inside the eye
simulator (1 of the 4 eyes was a picture of a vitreous hemor-
rhage where nothing could be visualized) and were ques-
tioned on the appearance of the optic nerve, retina, and RESULTS
blood vessels (Supplemental Figure 3, available at AJO.
com). The photograph posttest consisted of 4 fundus OF 138 FIRST-YEAR MEDICAL STUDENTS ENROLLED IN THE
photographs printed on paper, 2 of which were identical Emory School of Medicine 2016 class, 132 consented to
to fundus photographs in the simulator posttest participate in the study and 119 (86%) completed all
(Supplemental Figure 4, available at AJO.com). Fifteen required elements. Fifty-nine of the 119 (50%) were
minutes were allotted for each posttest. The post- women and the median age was 23. Eight students had
photograph quality survey asked the same questions as completed prior courses related to ophthalmology (7
the post-simulator quality survey. In testing sequence 2, undergraduate and 1 graduate).
ALL AUTHORS HAVE COMPLETED AND SUBMITTED THE ICMJE FORM FOR DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST.
Dr Newman has been a consultant for Santhera, Trius, and Anabasis. Dr Bruce has been a consultant for the Kaiser Foundation Health Plan of Georgia.
Dr Biousse has been a consultant for Anabasis. This study was supported in part by an unrestricted departmental grant (Department of Ophthalmology)
from Research to Prevent Blindness, Inc, New York, NY and by the NIH/NEI core grant P30-EY06360 (Department of Ophthalmology). Dr Newman
received the Research to Prevent Blindness Lew R. Wasserman Merit Award. Dr Bruce received research support from the NIH/NEI (K23-EY019341).
Contributions of authors: design of the study (L.P.K., P.S.G., B.B.B., N.J.N., V.B.); conduct of the study and collection of the data (L.P.K., P.S.G.,
B.B.B., E.B.G., N.J.N., V.B.); management, analysis and interpretation of the data (L.P.K., P.S.G., B.B.B., N.J.N., V.B.); and preparation, review, or
approval of the manuscript (L.P.K., P.S.G., B.B.B., N.J.N., V.B.).
The authors would like to thank John B. Davies, who designed the eye simulators used in this study, and the Emory University School of Medicine’s
Dean’s Office and the Class of 2016, who enthusiastically participated in the study.
Preliminary Question 1. Please provide the following demographic information about yourself:
Gender: Male Female
Age (in years): _____________
Are you an MD-PhD student? No Yes
Preliminary Question 3. Have you taken any undergraduate/graduate courses related to ophthalmology?
Undergraduate: No Yes if yes, please describe: ____________________________________
Graduate: No Yes if yes, please describe: _________________________________________
2. Do you see the optic nerve? 2. Do you see the optic nerve?
No if no, go to #3 below No if no, go to #3 below
Yes if yes, is Yes if yes, is
that apply)? that apply)?
Normal Normal
Swollen Swollen
Pale Pale
if yes, is the cup-to- ? if yes, is the cup-to- ?
<0.2 <0.2
0.2 0.7 0.2 0.7
>0.7 >0.7
4. Do you see the blood vessels (check ONE)? 4. Do you see the blood vessels (check ONE)?
No No
Yes Yes
SUPPLEMENTAL FIGURE 1. Pretest to determine baseline knowledge of ocular fundus features. Pretest was administered to
students immediately after the introductory lecture to determine baseline knowledge of recognition of ocular fundus features.
This also collected demographic data and prior ophthalmology experience.
2. Do you see the optic nerve? 2. Do you see the optic nerve?
No if no, go to #3 below No if no, go to #3 below
Yes if yes, is Yes if yes, is
that apply)? that apply)?
Normal Normal
Swollen Swollen
Pale Pale
if yes, is the cup-to- ? if yes, is the cup-to- ?
<0.2 <0.2
0.2 0.7 0.2 0.7
>0.7 >0.7
4. Do you see the blood vessels (check ONE)? 4. Do you see the blood vessels (check ONE)?
No No
Yes Yes
Instructions: Please write your name and small group (SG) . Please answer
the questions honestly based on the training you have just completed on people.
1. On a scale from 1 to 10, rate the ease of viewing the ocular fundus of a person. Please circle only ONE
number.
2. On a scale from 1 to 10, indicate how frustrated you were by attempting ophthalmoscopy on a person.
Please circle only ONE number.
Not 1 2 3 4 5 6 7 8 9 10 Very
frustrated frustrated
3. Was your frustration in Question #2 mainly due to insufficient time to complete the task of examining
the individuals?
Yes No
4. If not specifically requested by your attending, would you perform ophthalmoscopy on a patient as part
of a general physical exam?
Yes No
5. This scale consists of a number of words that describe different feelings and emotions. Read each item
and then circle the number from the scale below next to each word. Indicate to what extent you feel this
way right now, that is, at the present moment. (Circle only ONE number for each line.)
SUPPLEMENTAL FIGURE 2. Post-human and post-simulator quality surveys used to assess student preferences during sessions
for teaching ophthalmoscopy to medical students. Quality surveys were administered during the training session to determine student
preferences for different modalities of examining the ocular fundus.
Instructions: Please write your name and small group (SG) . Please
answer the questions honestly based on the training you have just completed using the simulators.
1. On a scale from 1 to 10, rate the ease of using the simulator to view the ocular fundus. Please
circle only ONE number.
2. On a scale from 1 to 10, indicate how frustrated you were by attempting ophthalmoscopy on
the simulator. Please circle only ONE number.
Not 1 2 3 4 5 6 7 8 9 10 Very
frustrated frustrated
3. Was your frustration in Question #2 mainly due to insufficient time to complete the task of
examining the simulators?
Yes No
4. This scale consists of a number of words that describe different feelings and emotions. Read
each item and then circle the number from the scale below next to each word. Indicate to what
extent you feel this way right now, that is, at the present moment. (Circle only ONE number
for each line.)
===================HEAD #1=====================
-----------LEFT EYE------------ ----------RIGHT EYE----------
1. Were you able to visualize anything inside the 1. Were you able to visualize anything inside the
? ?
Yes Yes
No if no, why? No if no, why?
2. Did you visualize the optic nerve? 2. Did you visualize the optic nerve?
No if no, go to #3 below No if no, go to #3 below
Yes if yes Yes if yes
ALL that apply)? ALL that apply)?
Normal Normal
Swollen Swollen
Pale Pale
if yes, was the cup-to- ? if yes, was the cup-to- ?
<0.2 <0.2
0.2 0.7 0.2 0.7
>0.7 >0.7
3. Did you visualize the retina? 3. Did you visualize the retina?
No if no, go to #4 below No if no, go to #4 below
Yes if yes Yes if yes
that apply)? that apply)?
Normal retina Normal retina
Hemorrhage Hemorrhage
White lesions White lesions
Abnormal area Abnormal area
4. Did you visualize the blood vessels (check 4. Did you visualize the blood vessels (check
ONE)? ONE)?
No No
Yes Yes
SUPPLEMENTAL FIGURE 3. Simulator posttest assessing ability to identify fundus features using direct ophthalmoscopy on eye
simulators. Posttest was administered to determine student ability to correctly identify features of the ocular fundus on anatomically
and optically correct eye simulators using direct ophthalmoscopy.
===================HEAD #2=====================
------------LEFT EYE----------- ----------RIGHT EYE----------
1. Were you able to visualize anything inside the 1. Were you able to visualize anything inside the
? ?
Yes Yes
No if no, why? No if no, why?
2. Did you visualize the optic nerve? 2. Did you visualize the optic nerve?
No if no, go to #3 below No if no, go to #3 below
Yes if yes Yes if yes
ALL that apply)? ALL that apply)?
Normal Normal
Swollen Swollen
Pale Pale
if yes, was the cup-to- ? if yes, was the cup-to- ?
<0.2 <0.2
0.2 0.7 0.2 0.7
>0.7 >0.7
3. Did you visualize the retina? 3. Did you visualize the retina?
No if no, go to #4 below No if no, go to #4 below
Yes if yes Yes if yes
that apply)? that apply)?
Normal retina Normal retina
Hemorrhage Hemorrhage
White lesions White lesions
Abnormal area Abnormal area
4. Did you visualize the blood vessels (check 4. Did you visualize the blood vessels (check
ONE)? ONE)?
No No
Yes Yes
2. Do you see the optic nerve? 2. Do you see the optic nerve?
No if no, go to #3 below No if no, go to #3 below
Yes if yes, is Yes if yes, is
ALL that apply)? ALL that apply)?
Normal Normal
Swollen Swollen
Pale Pale
if yes, is the cup-to- if yes, is the cup-to-
(check ONE)? (check ONE)?
<0.2 <0.2
0.2 0.7 0.2 0.7
>0.7 >0.7
4. Do you see the blood vessels (check 4. Do you see the blood vessels (check
ONE)? ONE)?
No No
Yes Yes
SUPPLEMENTAL FIGURE 4. Photograph posttest assessing ability to identify fundus features on photographs. Posttest was
administered to determine student ability to correctly identify features of the ocular fundus using fundus photographs.
2. Do you see the optic nerve? 2. Do you see the optic nerve?
No if no, go to #3 below No if no, go to #3 below
Yes if yes, is Yes if yes, is
ALL that apply)? ALL that apply)?
Normal Normal
Swollen Swollen
Pale Pale
if yes, is the cup-to- if yes, is the cup-to-
(check ONE)? (check ONE)?
<0.2 <0.2
0.2 0.7 0.2 0.7
>0.7 >0.7
4. Do you see the blood vessels (check 4. Do you see the blood vessels (check
ONE)? ONE)?
No No
Yes Yes