Two Birds and One Stone: Integrating Education and ...GME. In many clinical learning environments,...
Transcript of Two Birds and One Stone: Integrating Education and ...GME. In many clinical learning environments,...
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Two Birds and One Stone:
Integrating Education and Clinical
Redesign to Achieve the Common
Mission (#4098)
Kelly Caverzagie, MD, FACP, FHM
Associate Dean for Education Strategy, UNMC
Vice-President for Education, Nebraska Medicine
Lois Colburn,
Executive Director
UNMC Center for Continuing Education
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Disclosures
Neither presenter has any conflicts of interest to disclose
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Objectives
Identify the importance of integrating education and clinical redesign efforts
Identify how residency training requirements can catalyze efforts at clinical redesign
Develop a business plan to support clinical and educational integration
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Outline
1. Changing Landscape of Health Care and Medical Education
2. UNMC and Nebraska Medicine
3. OHPE – Facilitating Alignment
4. OHPE – Business Plan Development
5. Conclusions
OHPE = Office of Health Professions Education
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Outline
1. Changing Landscape of Health Care and Medical Education
2. UNMC and Nebraska Medicine
3. OHPE – Facilitating Alignment
4. OHPE – Business Plan Development
5. Conclusions
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Changing Landscape of Health Care
“Fundamental, sweeping redesign of entire health delivery system.”
“Requires changing the structure and processes of the environment in which health professionals and organizations function.”
IOM Crossing the Quality Chasm: A new
health system for the 21st century. c2001
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Changing Landscape of Health Care
Six Aims for Improvement
• Safe
• Effective
• Efficient
• Patient-Centered
• Timely
• Equitable
IOM Crossing the Quality Chasm: A new
health system for the 21st century. c2001
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Changing Landscape of Health Care
Framework that describes an approach to optimizing health system performance
Institute for Healthcare Improvement:
The IHI Triple Aim. c.2007
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Changing Landscape of Medical Education
“Medical education is at a
crossroads: those who teach
medical students and residents
must choose whether to continue
in the direction established over a
hundred years ago or to take a
fundamentally different course,
guided by contemporary
innovation and new
understandings about how people
learn.”
Cooke M, Irby DM, O’Brien BC
Carnegie Foundation, c2010
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Changing Landscape of Medical Education
CLER Pathways to Excellence
• Patient Safety
• Health Care Quality
• Supervision
• Care Transitions
• Health Care Disparities
• Fatigue Management,
Mitigation and Duty
Hours
• Professionalism
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Changing Landscape of Medical Education
“While the medical education system alone cannot solve all of these problems, ensuring that the nation’s physicians are response to the changing needs and expectations of Canadians is a vital part of the solution.”
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Future of Medical Education in Canada
Recommendation #3 • Create positive and supportive learning and
work environments
Recommendation #5 • Ensure effective integration and transitions
along the educational continuum
Recommendation #9 • Establish effective collaborative governance in
PGME
Recommendation #9
“Recognizing the complexity of PGME and the health
delivery system within which it operates, integrate the multiple bodies (regulatory and certifying colleges,
educational and healthcare institutions) that play a role in PGME, into a collaborative governance structure in order
to achieve efficiency, reduce redundancy, and provide clarity on strategic directions and decisions.”
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Bottom Line: Clinical learning environment
influences knowledge and judgment
Sirovich et al.
JAMA Int Med;
2014
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Chen et al.
JAMA; 2014
Bottom Line: Clinical learning environment patient care
expenditures are reproduced in clinical practice of
graduates. Effect persists up to 15 years after
graduation.
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Asch et al.
JAMA; 2009
Bottom Line: Clinical learning environment impacts
patient care outcomes. Effect persists up to 15 years
after graduation.
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Impact on Academic Health Centers
Health System Redesign
• Patient experience
• Population Health
• Value (high benefit, low cost)
• Interprofessional teamwork
• Transitions of care
• Informatics and data management
• Evidence-based standards
• Etc…
Medical Education Redesign
• New assessment frameworks
• New curricular content and
structure
• New curricular delivery
approaches
• New learning experiences
• Interprofessional education
• Emphasis on learning
environment
• Etc…
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Impact on Academic Health Centers
Increasing pressure to:
• Demonstrate value in health care delivery
• Demonstrate value in health professions education
• Align clinical and educational missions
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Small Group Activity #1
At your program, think of an example of an educational redesign. What is the purpose of that redesign?
Does that redesign effort align with institutional/clinical (i.e. health system) needs and priorities?
How do you know? How could you know?
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Outline
1. Changing Landscape of Health Care and Medical Education
2. UNMC and Nebraska Medicine
3. OHPE – Facilitating Alignment
4. OHPE – Business Plan Development
5. Conclusions
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Relationship existed between educational
units and clinical delivery system
Health System Leader: “Isn’t that (education) what the University
does?”
Academic Leader: “What do they (hospital) care about education?”
Relationship? Goal is a
partnership!
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Why alignment?
Competent systems cannot
exist without
competent providers
Training competent providers
requires that they train in
competent systems
Asch, et. al. JAMA, 2009
Partnership is a “win-win” relationship
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Outline
1. Changing Landscape of Health Care and Medical Education
2. UNMC and Nebraska Medicine
3. OHPE – Facilitating Alignment
4. OHPE – Business Plan Development
5. Conclusions
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Office of Health Professions Education (OHPE)
Who: Small staff (3-4) with key roles to drive strategic areas of focus and facilitate alignment in context of education
What: Support, facilitate, prioritize, advocate, partner
When: July 2015
Where: Accountable to VP for Education, Nebraska Medicine
Why: Facilitate the alignment of Nebraska Medicine, UNMC and its affiliates and partners in context of education
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Office of Health Professions Education (OHPE)
How: • Understand strategic needs for all involved
• “Connect-the-dots” between people, programs and resources to help them achieve their goals
• Demonstrate value to education and clinical leaders
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OHPE Areas of Focus
‘Areas of focus’ were based upon strategic needs, opportunity and potential impact:
A. Continuing Education for Health
Professionals
B. Clinical Quality and Education
C. Interprofessional Practice and Teamwork
D. Rural / Community Development
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OHPE Facilitation – Cont Ed Example
Center for Continuing Education (CCE)
• Housed within UNMC (i.e. not health system)
• Goal: CE to be viewed as a strategic resource (i.e. something to leveraged as opposed to a cost/liability that needs to be tolerated)
• OHPE facilitated alignment and integration
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CCE Examples of Alignment
• Access to health system strategic planning and business priorities
• Heart Failure
• Geriatric Oncology
• Access to quality data for use in developing focused and/or strategic education
• Regularly scheduled series (e.g. Grand Rounds) with refined standards
• CCE Director part of health system leadership team
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CCE Examples of Alignment
• Wide variety of educational opportunities to enhance faculty, staff and resident knowledge, skills and attitudes while improving care:
• Sepsis
• Patient Experience
• Health Equity
• High Value Care
• Milestones and CBME
• Handheld ultrasound
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OHPE Facilitation – Quality Example Nebraska Medicine Quality Office
• Data Analytics, informatics, expertise
• Dashboard development
• Implement identified solutions
UNMC Residency Program
• Identification of quality need
• Trainee and faculty education
• Engage in improvement to propose solution
OHPE
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Health Literacy
Experiential Learning
Background Learning
Curriculum
Faculty/Staff Development
Enhanced Care Systems
Interprofessional Teams
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Small Group Activity #2
Using the example that you identified in Activity #1, how might you align efforts at educational redesign with institutional/clinical priorities?
What “dots” can you connect in order to achieve that goal?
(Hint: think from the perspective of the educator as well as the hospital administrator.)
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Theme #1:
Clinical learning
environments vary in their
approach to and capacity
for addressing patient
safety and health care
quality, and the degree to
which they engage
residents and fellows in
these areas.
Overarching National Themes of CLER
Theme #2:
Clinical learning environments vary in their approach to implementing
GME. In many clinical learning environments,
GME is largely developed and implemented
independently of the organization’s other areas of strategic planning and
focus.
Theme #3:
Clinical learning
environments vary in the
extent to which they invest
in continually educating,
training, and integrating
faculty members and
program directors in the
areas of health care quality,
patient safety, and other
systems-based initiatives.
Theme #4:
Clinical learning
environments vary in the
degree to which they
coordinate and implement
educational resources
across the health care
professions.
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CLER Pathways to Excellence
• Patient Safety
• Health Care Quality
• Supervision
• Care Transitions
• Health Care
Disparities
• Fatigue Management,
Mitigation and Duty
Hours
• Professionalism
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OHPE and CLER
• Facilitate Resident Quality and Safety Committee (RES-Q)
• Just-in-time Supervision Monitoring
• Health Equity Symposium
• Continuing Education as a Strategic Resources
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Small Group Activity #3
What imperative can you leverage to help
you work towards alignment and achieve
your goal?
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Outline
1. Changing Landscape of Health Care and Medical Education
2. UNMC and Nebraska Medicine
3. OHPE – Facilitating Alignment
4. OHPE – Business Plan Development
5. Conclusions
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Rogers’ Organization Innovation Process
(Rogers, 2003)
Agenda Setting / Gap
Diagnosis Matching Redefining Clarifying Routinizing
DECISION INITIATION IMPLEMENTATION
Define your need for change
Describe how innovation matches your need
Re-define the innovation to stakeholders, restructure organization to fit innovation, communicate
Make roles and tasks associated with innovation clear
Hard-wire: develop business plan, policies, procedures, job descriptions, performance appraisals
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Agenda / Gaps
Jan – March 2014
Recognize opportunity and establish need
Carpe diem!
Key Facilitator: CLER site visit in Feb 2014
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OHPE - Why Now?
Strengths • Leadership Support
(Chancellor Gold) • Champion with authority • Existing infrastructure for
most of desired changes
Weaknesses • Poor coordination between
clinical and educational units • Educational silos across
continuum • COM only early participant
Opportunities • Changes in senior leadership • Changes in organizational
orientation • Changes in local health care
environment • Timely CLER visit
Threats • “Isn’t that (education) what the
University does?” “What do they (hospital) care about education?”
• Redundancy and bureaucracy • Turf wars
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Matching April – Nov 2014
Sell vision, understand the environment, build relationships with stakeholders
Consistent message: Support, facilitate, prioritize, advocate, partner
Key Facilitator: Incorporate into UNMC Strategic Plan
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Potential individuals to engage
Chief Quality Officer (CLER)
Health Services Researchers (Data generators) Chief Financial Officer
($$$)
Human Resources (Effective on-boarding)
Continuing Education (MOC and quality)
Associate Deans (Educational Programming)
I/O Psychologists (Organizational Understanding)
Informatics (Documentation)
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Rogers’ Organization Innovation Process
(Rogers, 2003)
Agenda Setting / Gap
Diagnosis Matching Redefining Clarifying Routinizing
DECISION INITIATION IMPLEMENTATION
Define your need for change
Describe how innovation matches your need
Re-define the innovation to stakeholders, restructure organization to fit innovation, communicate
Make roles and tasks associated with innovation clear
Hard-wire: develop business plan, policies, procedures, job descriptions, performance appraisals
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Redefining
Dec 2014 – Jan 2015
‘Area of focus’ workgroups established
Expand stakeholder network
Key Facilitator: Convergence around common themes
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OHPE Areas of Focus
A. Continuing Education for Health Professionals
B. Clinical Quality and Education
C. Interprofessional Practice and Teamwork
D. Rural / Community Development
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OHPE Workgroups
Broad and multi-professional representation
58+ individuals
12+ constituencies
Total of 6 one-hour meetings
Defined charge
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Charge to Workgroups
Question #1: Identify opportunities where alignment is desired or needed
Question #2: What needs to happen in order to achieve alignment with respect to these opportunities?
Question #3: What are the recognized barriers / potential solutions to achieving alignment? What are strategies to overcome barriers?
Question #4: What resources are necessary to facilitate alignment?
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Clarifying
Feb - March 2015
Compile feedback from workgroups to clarify expected services and products of OHPE
Justify budget required to build team
Key Facilitator: Prior engagement of stakeholders
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OHPE – Organizational Structure
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Rogers’ Organization Innovation Process
(Rogers, 2003)
Agenda Setting / Gap
Diagnosis Matching Redefining Clarifying Routinizing
DECISION INITIATION IMPLEMENTATION
Define your need for change
Describe how innovation matches your need
Re-define the innovation to stakeholders, restructure organization to fit innovation, communicate
Make roles and tasks associated with innovation clear
Hard-wire: develop business plan, policies, procedures, job descriptions, performance appraisals
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Routinizing March 2015
Finalize business plan, complete job descriptions and start hiring
Maintain focus areas but accept accountability for specific tasks in the context of education
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Small Group Activity #4
Think about your institution or program: a. What are the opportunities where alignment is needed
or desired? (Think about the needs for resident education and needs for clinical improvement.)
b. What needs to happen in order to achieve alignment with respect to these opportunities?
c. What are the recognized barriers / potential solutions to achieving alignment? What are the strategies to overcome the barriers? Who can facilitate or hamper the process?
d. What resources will be necessary in order to facilitate alignment?
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Common Mission
We are Nebraska Medicine and UNMC.
Our mission is to lead the world in transforming lives to create a healthy future for all individuals and communities through premier educational programs, innovative research and extraordinary patient care.
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OHPE – Example Business Plan
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Outline
1. Changing Landscape of Health Care and Medical Education
2. UNMC and Nebraska Medicine
3. OHPE – Facilitating Alignment
4. OHPE – Business Plan Development
5. Conclusions
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Facilitators to Alignment
Common missions and common needs
Tying OHPE to strategic plans
Top leadership is academic focused
Engaging all health professions education
Formal leadership roles in both camps
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Barriers to Alignment
Constant evolution of everything around OHPE
Too many initiatives – too many opportunities!
Perceived (or real?) redundancy
Perceived (or real?) threat to others
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Lessons Learned
1. Use clinical redesign imperatives to your advantage – think broadly to leverage redesign beyond the accreditation standard
2. Be strategic!
3. Sell vision, build relationships and understand the environment
4. Iterative process – identify vision, be flexible and keep working towards that goal
5. Build trust - be transparent about potential risks/benefits to education and clinical stakeholders
6. Look for opportunities for alignment
7. Involve others who have the skill set to help you to succeed
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References
1. Institute of Medicine: Crossing the Quality Chasm: A new health system for the 21st century. Washington, DC: The National Academies Press; 2001.
2. Stiefel M, Nolan K. A Guide to Measuring the Triple Aim: Population Health, Experience of Care, and Per Capita Cost. IHI Innovation Series white paper. Cambridge, Massachusetts: Institute for Healthcare Improvement; 2012.
3. Cooke M, Irby DM, O’Brien BC. Educating physicians: A call for reform of medical school and residency. 2010. The Carnegie Foundation for the Advancement of Teaching.
4. Weinberger SE, Pereira AG, Iobst WF, et. al. Competency-based education and training in Internal Medicine. Ann Int Med. 2010;153: 751-6.
5. Institute of Medicine. Health Professions Education: Bridge to Quality. Washington, DC: The National Academies Press; 2003.
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References
6. Frank JR, Snell LS, ten Cate O. Competency-based medical education: Theory to practice. Med Teach. 2010; 32: 638-45.
7. Caverzagie KJ, Iobst, WF, Aagaard EM, et. al. The Internal Medicine Reporting Milestones and the Next Accreditation System. Ann Int Med. 2013;158: 557-9.
8. CLER Pathways to Excellence: Expectations for an optimal clinical learning environment to achieve safe and high quality patient care. Accreditation Council for Graduate Medical Education. c. 2014.
9. American Medical Association: Accelerating change in medical education initiative. http://www.ama-assn.org/sub/accelerating-change/overview.shtml. Accessed: 2/26/15.
10.Asch DA, Nicholson S, Srinivas S, Herrin J, Epstein A. Evaluating Obstetrical Residency Programs Using Patient Outcomes. JAMA. 2009;302:1277-83.
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References
11. Institute of Medicine. Health Literacy: A Prescription to End Confusion. Washington, DC: The National Academies Press; 2004.
12.Famiglio LM, Thompson MA, Kupas DF. Considering the Clinical Context of Medical Education. Acad Med. 2013; 1202-5.
13.Rogers, E. Diffusion of Innovation. Multiple sources.
14.Using Logic Models to Bring Together Planning, Evaluation and Action. Logic Model Development Guide. W.K. Kellogg Foundation. c.2004.
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Questions?
Kelly Caverzagie
Lois Colburn
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Early examples of facilitating alignment
A. Clinical Quality and Education
– GMEC and CLER
B. Interprofessional Practice and Teamwork
– Planning for iEXCEL (Interprofessional
Experiential Center for Enduring Learning)
C. Rural / Community Development
– Partnerships with Nebraska Health Network
(NHN) and Regional Provider Network (RPN)
D. Continuing Education for Health Professionals
– “The Nebraska Ebola Method” on iTunes
University
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Other opportunities for alignment
CME/MOC and quality improvement
On-boarding of new trainees (education) and employees (human resources)
Tele-medicine and tele-education
Patient-centered care (e.g. Health Literacy)
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Health Literacy
Greater than 1/3 of American adults lack sufficient health literacy
People who understand health instructions make fewer mistakes, get well sooner and can better manage chronic conditions
Simple strategies to combat health literacy exist
Health Literacy Tip Sheet, TMF Health Quality Institute.
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10 Attributes of a Health Literate Organization
#2) Integrates health literacy into planning, evaluation measures, patient safety and quality improvement
#3) Prepares the workforce to be health literate and monitors progress
Health Literacy Tip Sheet, TMF Health Quality Institute.
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OHPE Early Wins
Remove Redundancy
• Competing leadership development programs
Foster Relationships
• Connecting CCE with local / regional partners
• Who is across the table?
New Culture
• Recognition that someone else may be able to help -
we are all involved with education and patient care
• Integration of strategic plans
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The Logic Model
Systematic and visual way to present and share relationships among the resources available to operate a program, activities planned and anticipated changes or results.
W.K. Kellogg Foundation, 2004
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Achieving a Common Mission
Opportunity to:
Improve clinical care
Improve educational experience
Aligned missions will result in:
Better practitioners
Better systems of care and training
Better care for patients / populations
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IOM Competencies for Health Professionals
IOM Health Professions Education: Bridge to Quality. c.2003.
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Competency-Based Medical Education
CBME is an outcomes-based approach to the design, implementation and evaluation of a medical education program using an organizing framework of competencies.
The International CBME Collaborators
Frank et al. Med Teach, 2010
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Internal Medicine Milestones
Caverzagie et al. Ann Int Med, 2013
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American Medical Association: Accelerating change in medical education
http://www.ama-assn.org/sub/accelerating-change/overview.shtml
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Imperative for Education Redesign
Medical education has not sufficiently responded to:
• Shifting patient expectations and demographics
• Quality improvement
• Use of new technologies
• Changing health delivery systems
Summary: Medical education is
not meeting the nation’s health care needs
Weinberger et al. Ann Int Med, 2010
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Efforts at Health System Redesign
• Patient experience
• Population Health
• Value (high benefit, low cost)
• Interprofessional teamwork
• Transitions of care
• Informatics and data management
• Evidence-based standards
• Others
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Efforts at Medical Education Redesign
• New assessment frameworks
• New curricular content and structure
• New curricular delivery approaches
• New learning experiences
• Interprofessional education
• Emphasis on learning environment
• Others
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Why alignment?
WE HAVE THE SAME GOALS!
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Clinical and Curricular Integration
Effective integration of medical education with high-performance health care delivery can be enhanced with conventional curriculum development tools applied in unconventional ways.
Breakthroughs in clinical care translated into curricular “streams”
Famiglio LM, et. al. Acad Med. 2013