Simulation in Medical Education Brief history and methodology
Simulation in Medical Education Brief history and methodology
Abstract:
Background and Aim: Preventable medical errors result in more than 400,000 American citizens each year and are the
third cause of death in the United States, followed by cardiovascular diseases and cancer. The roots of such alarming
statistics may be found in medical education, and innovative educational approaches are necessary. Simulation based
medical education can be a valuable tool for the safe delivery of health care. The purpose of this article is to perform a
brief review the history and methodology of simulation, and highlight its unique importance in the medical teaching and
learning scenario.
Conclusion: Simulation has unique features, since it provides a safe and controlled environment to teach a wide variety
of not only technical abilities but also non-technical skills as well, and it is also a reliable educational assessment method.
Therefore, providing appropriate simulation for medical training is a major path compliant with best educational
standards and ethical principles in the process of medical education.
stone to demonstrate clinical features of diseases and manufacturer, designed a realistic simulator to teach
their effects on humans. Such simulators were present mouth-to-mouth ventilation (7). He named the
across different cultures, and even enabled male mannequin Resusci-Anne, inspired by a popular
physicians to diagnosis women in societies where social European history of a young girl that was found dead
laws of modesty used to forbid exposure of body parts floating on the River Seine, back in the late 1890s.
(5). In the 18th century Paris, Grégoire father and son Resusci-Anne enabled physicians to practice
developed an obstetrical mannequin made of human hyperextension of the neck and chin lift, two techniques
pelvis and a dead baby. The phantom, as the mannequin of airway obstruction management that every healthcare
was named, enabled obstetricians to teach delivery professional must know nowadays. Later, Laerdal was
techniques which resulted in a reduction of maternal and advised by Safar to include an internal spring attached to
infant mortality rates (6). On the other hand, historical the mannequin’s chest wall, which permitted the cardiac
data document the use of animals in the training of compression simulation. This was the birth of the most
surgical skills since the Middle Ages throughout modern widely used CPR mannequin of the 20th century (7,6).
times (7). While the unsystematic use of inanimate and In 1968, during the American Heart Association
live simulators is reported along the history of medicine, Scientific Sessions, Doctor Michael Gordon from the
the origins of medical simulation as we know nowadays University of Miami Medical School presented Harvey,
comes from other science: aviation (6,7). the Cardiology Patient Simulator (7). Harvey was named
after Doctor W Proctor Harvey, professor of cardiology at
Brief history of nonmedical simulation Georgetown University during Gordon’s cardiology
In 1929, Edwin Albert Link had invented the first flight fellowship, and who is credited for first applying modern
simulator, a prototype named “Blue Box”. The simulator technology to the practice of 20th-century medicine
was a fuselage-like device equipped with a cockpit and through the use of phonocardiographic records to
controls (8). The capacity to reproduce flying motions illustrate the nature of auscultatory findings (10). The
and sensations allowed Link to teach his brother to fly mannequin can reproduce almost any cardiac disease by
during the same year. After succeeding this innovating varying blood pressure, heart sounds, heart murmurs,
idea, Link named the prototype as a “Pilot maker” and pulses and breathing. Its efficacy as an educational tool
started to commercialize it, but the Blue Box only has been proved throughout time, henceforth it has been
interested amusement park operators. In 1934, several applied for training and assessment of trainees in various
American postal carriers’ crashes were documented as medical schools, residency programs and emergency
consequence of poor meteorological conditions. At that departments (6,7).
moment, the President of the United States of America Resusci-Anne and Harvey represent cornerstones of
(Theodore Roosevelt) hired the US Army Air Corps the beginning of modern era medical simulation. After
believing that they would address the US postal mail their development, many other types of simulators were
needs. The result was the same: bad weather conditions developed for education and training (6,7). All of them
leading to fatal accidents. Shortly after, the Link Simulator share a common characteristic: the use of technology to
started to gain national attention. The Army Corps achieve a more effective learning experience.
purchased six trainers, and soon the simulator became a However, modern simulation is not only based on
mandatory part of pilot training in many countries (6,9). lifelike mannequins. The use of actors to portray patient
The rationale behind the Blue Box provides support encounters was first reported by Howard Barrows in
to state why simulation became successfully applied in 1964 (11). In the early 1960s, during his last year as a
many human endeavors. The flight simulation creates a neurology resident at the New York Neurological
controlled and safe environment where trainees are Institute, Barrows ran into David Seegal, a professor of
exposed to high-risk conditions that could be rarely neurology that used to sit down and do a detailed
experienced otherwise. In addition, the process is assessment of his resident’s performance during a patient
standardized and can reproduce settings of various levels encounter. He was impressed with Seegal’s capability to
of complexity, which allows pilots with different levels of evaluate interview skills, physical examination
skills to achieve flight expertise. techniques, and clinical thinking. In that same year,
Barrows observed that patients can get extremely
Modern era of medical simulation annoyed when they participate in repeated clinical
assessments by trainees, and that they could even modify
In the early 1960s, Peter Safar described the efficacy of
neurological findings. Soon after he got his first academic
mouth-to-mouth cardiopulmonary resuscitation (7).
position and inspired by these observations, Barrows
Encouraged by his work, Ausmund Laerdal, a plastic toy
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Copyright: © 2015 PPCR. The Principles and Practice of Clinical Research
Vol. 1, No. 2 / Jul-Aug 2015 /p. 46-54/ PPCR Journal
started to systematically use healthy actors to simulate There are indeed aspects of extrinsic motivation and
patient’s signs and symptoms, in order to teach and reflection that play a central role in medical education
assess his students (12). The standardized patient was that are not classically addressed by andragogy (23) –
born, an umbrella term for situations where a person is other theories, such as Transformative Learning, are
trained to simulate a clinical case or an actual patient is alternatives that address some of such aspects. The main
trained to present his or her illness in a standardized way point, however, seems to be the adoption of a student-
(12). directed model, which is being consistently shown to
As technology improved during the 1980s and yield good results both in improving knowledge and
1990s, software and computerized systems that can increasing engagement (22,24–27). Facing a student with
mimic physiologic responses and provide real feedback a list of classes and chapters goes against the direction of
were produced. At Stanford University, a group led by recent effective approaches that take in account adult
David Gaba developed the comprehensive anesthesia learning theory.
simulation environment (CASE) (13). The initial Simulation may play a central role in a student-
prototypes combined commercially available technology, directed learning model (28,29). It helps to create a clear
such as a Machintosh computer, a mannequin and “need to know”, since it mimics real life situations and
waveform generators to simulate a patient during the gives students the chance to practice procedures – both
process of anesthesia (Figure 4). The rationale of the within the safety of a controlled environment and the
CASE simulator was to incorporate the aviation model of possibility to determine in advance the nature of the cases
crew resource management for the sake of teamwork to be addressed. Thus, it becomes possible to cover in an
training in a realistic environment. After the success with ordered manner the most important diseases (namely,
CASE, Gaba’s group advocated for the implementation of the most prevalent and acute conditions that may require
SBME into the anesthesia crisis resource management immediate interventions), overcoming the expected
curriculum, which led to significant advances on team- variability of real scenarios in a hospital setting. Various
based training (4,14). objectives can be accomplished by adopting simulation,
Recently, even more realistic environments were as described more thoroughly later in this review, but in
introduced through the development of virtual reality all cases it can be tailored to meet the adult learning
simulation. In 2007, medical schools created forums in an assumptions.
internet-based world called “Second Life”. This virtual life A critical aspect of simulation is constant feedback
tool provided an environment where students could (23). This task is mainly done through debriefing, which
practice history taking and clinical examination skills
(9,15,16). Therefore, the use of simulation has been
shown to have many advantages: SBME allows repeated
practice of clinical skills and exposure to rare but high-
risk scenarios; and it reduces the inconvenience of using
real patients for teaching purposes and is also a valuable
tool for assessments of medical competences and
performance (17–19).
WHY TO STIMULATE
must be seen as a unique opportunity to reinforce the survey on 449 coordinators of emergency medicine and
core assumptions of adult learning, as well as provide critical care programs showed that 39% of these reported
external motivation and stimulate guided reflection. the use of recently deceased patients to practice invasive
Understanding how the experience affects future practice procedures, such as intubation, thoracotomy,
is a crucial step to improve performance (30). Simulation cricothyroidotomy, central venous line placement,
by itself does not guarantee learning, but within the pericardiocentesis, among others (34,35). The classic
proper environment, it is a tool of paramount importance medical pretext for using patients as commodities is the
for modern curricula oriented by the adult learning societal need to have well trained professionals in life-
theory (31). saving techniques (36). On the other hand, simulation
offers options for practicing invasive procedures rarely
Ethical Issue seen otherwise, helping to mitigate these ethical
In 2000, the National Institute of Medicine report To Err dilemmas.
is Human brought up to light that the number of deaths
due to medical errors exceeded those from breast cancer Error Management and Error Prevention
and AIDS combined (38). More recent epidemiological Medical practice is characterized by a constant pursuit of
studies suggested that 400,000 American patients die perfection. During medical school and residency, trainees
each year due to medical errors and that it is the third strive for an error-free practice in an environment where
cause of death in the US (1). A recent international Patient mistakes are not well accepted (37). As a result,
Safety Movement calls for raising safety and quality of physicians have difficulties in dealing with error and
healthcare (17,32). admitting them as well (37). Besides its advantages as a
The increased demand for patient safety has pushed teaching and learning tool for conventional medical skills,
educational institutes to rethink the medical education simulation is also a useful approach to provide
system. The current model of medical training has competence in new areas. Among the proposed changes
remained unchanged during the past hundred years. to achieve a safer healthcare system, the report To Err is
Based on apprenticeship model, trainees are exposed Human recommended simulation as an educational
early to patients in medical school, and pass through technique on error management and error prevention
increasing levels of difficulty in patient care. In such (17,38,39).
hierarchical system, clinical decisions are shared among Error management involves understanding the
attending physician, senior residents, and students. nature and cause of errors in order to avoid further
Although the final decision relies on the physician, mistakes (40). The concept comes from the Crew
trainees are taught “handson”. This can be problematic Resource Management training of the aviation field. Pilots
considering the practice of risky procedures, and training are trained on how to change conditions that induce
of complex and critical problems (17). errors and also on nontechnical skills that can prevent
One of the main bioethical principles taught to all them, such as optimal communication and teamwork
healthcare professionals worldwide is the “primum non behavior (41). Although medicine has lagged behind on
nocere” or, in English, “first do not harm” (33). However, the development of errorcontrol practices, simulation is
it is inevitable that trainees will occasionally cause an innovative approach of learning based on mistakes. It
preventable injuries to patients. From the ethical has the potential to improve performance in core
viewpoint, such injuries are only justified when all effort competences such as: knowledge, communication skills,
is made to minimize patient harm (22). Simulation team work, patient care, clinical skills and
provides an innovative approach to medical education, in professionalism (42). Therefore, simulation-based
which trainees can practice medical skills to be better medical education has the potential to provide
prepared for clinical encounters, potentially reducing professionals with the correct attitude and skills to
such risks. prevent and cope with errors in medical practice (43).
Other major ethical concern in modern medicine
approached by simulation is the respect of patient Skills evaluation
autonomy. Current standards of informed consent Changing the concept of standard evaluation to an
establish the patient´s right to make their own decisions analytical learning process is not an easy task. When
about their healthcare, which includes accepting or Professor Harden published his objective structured
rejecting their treatment by a trainee (34). However, clinical examination (OSCE) (44), he was not only turning
training of medical procedures by students in recently public a remarkable method for evaluating different skills
dead or sedated patients is a common practice (34-36). A domains. But OSCE is the perfect complement for
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Copyright: © 2015 PPCR. The Principles and Practice of Clinical Research
Vol. 1, No. 2 / Jul-Aug 2015 /p. 46-54/ PPCR Journal
METHODOLOGY OF SIMULATION-BASED
MEDICAL EDUCATION
Figures 2-3: Low-cost mannequin for central venous line placement. Figures 4-5: LAEME members performing trauma
simulatios
Trainees should be presented to all materials and
How the medical simulation session work resources that may be used during simulation, as well as
According to Pazin et al (2007), a simulation session is become familiarized with terms and singular aspects of
characterized by the presence of four core components simulation – such as which decisions should be explicitly
(Figure 6). The first component is termed “exposure”, mentioned, what aspects of physical examination will be
which consists of the trainees’ introduction to the measured or told by the trainer and others. Such
problem ahead, and it is also referred as “briefing”. The systematic approach avoid unexpected breaks in the
second element is “sequence”, defined by a progressively virtual reality pact, an agreement with all involved
escalating complexity during the session, which helps the personnel that commits them to immerging into the
trainees to build upon consolidated knowledge, and scenario and provides the concentration and emotional
allows them to have a better performance throughout the binding that are essential to educational success (61).
exercise (61). The third core component is named
“feedback”, and it refers to the continuous exchange of
information between trainer and trainee. This process
takes place during and/or after the simulation session,
and the instructor must be observant of the trainees’
abilities and performance in order to guide the learning
process. Finally, the last component is “repetition”, which
provides improved retaining of knowledge learned
during a session (61).
Preparation
The preparation of a simulation session involves the
creation of a welcoming and positive learning Figure 6: The five major components of a stimulation exercise.
environment.
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Vol. 1, No. 2 / Jul-Aug 2015 /p. 46-54/ PPCR Journal
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