Diagnostic Reasoning “DR” Toolbox for Hospitalist Faculty

Heather Hofmann, MD Department of 2017-18 2 Goal Increase faculty familiarity with diagnostic reasoning principles and tools so as to improve its teaching. Three Parts: I: Introduction to Diagnostic Reasoning

II: DR Toolbox

III: Structured Reflection Exercise (SRE)

4 Part I: Introduction to Diagnostic Reasoning Learning Objectives

- Understand the “what” and “why” of Diagnostic Reasoning - Recognize dual-process theory’s role in “how” we reason

6 What is Diagnostic Reasoning?

- Clinical reasoning - The process of thinking and decision making, consciously & unconsciously  guide practice actions

25yo female G1P0, 2m gestation returns from Rio.

- Diagnostic reasoning: - The process of collecting & analyzing information  establish a diagnosis

chest pain  STEMI in proximal LAD

7 Why teach diagnostic reasoning?

- Incorrect diagnoses are often at the root of medical errors - DR is a means to apply basic science to clinical problems - Central to being a physician

8 ’s perspective

What’s wrong with me? Is it bad? What can we do about it?

9 Why now?

Never too early for practice

10 From Novice to Expert

11 How do we reason?

Information processing theory

12 How do we reason?

Information processing theory: Dual process theory.

Analytical Non-analytical Conscious Unconscious Type/System 2 Type/System 1 Slow Fast Effortful Automatic Deliberative Involuntary Logical Emotional Requires attention, Executes skilled self-control, time. response and Hypothesis-driven, generates “intuition” Bayesian (probability) with minimal effort Pattern recognition (illness scripts) Heuristics

13 From Novice to Expert Non-Analytical

Analytical

14 Can you learn/improve diagnostic reasoning?

Nonanalytic Analytic diagnostic reasoning diagnostic reasoning

15 Caveats

Diagnostic reasoning is a skill that improves with practice

It is highly individualized—both by the physician and for each given patient case

An ever growing fund of knowledge is critical

16 Part II: Diagnostic Reasoning Toolbox Learning Objectives

- Review principles for teaching DR to students - Define key terms in teaching DR - Review tips for leading teaching session

18 Principles for teaching DR to clinical students

1. Student should be familiar with typical presentations of common . Start to incorporate atypical presentations of common diseases, gradually increasing complexity.

2. Explicitly discuss clinical reasoning processes during case discussions.

19 Definitions

Illness script Scheme induction Problem lists

Problem representation/summary statement Framework Differential diagnosis Scaffolds

20 Definitions

Illness script Scheme induction Problem lists

Problem representation/summary statement Framework Differential diagnosis Scaffolds

21 Non-analytical Illness scripts Unconscious Type/System 1 Mental constructs of manifestations. Fast “The internal rolodex of diseases.” Automatic Involuntary How we store disease prototype in order to then use it for pattern recognition. Emotional Executes skilled response and generates “intuition” with minimal effort Pattern recognition (illness scripts), Heuristics

Odds are you have a lot of these, but students have few, immature ones

22 Non-analytical Illness scripts Unconscious Type/System 1 Fast Automatic Involuntary Emotional Executes skilled response and generates “intuition” with minimal effort Pattern recognition (illness scripts), Heuristics

23 Definitions

Illness script Scheme induction Problem lists

Problem representation/summary statement Framework Differential diagnosis Scaffolds

24 Scheme induction

A systematic application of rules to narrow the differential diagnosis of a symptom, sign, or lab.

Analytical Conscious Type/System 2 Slow Effortful Deliberative Logical Requires attention, self-control, time. Hypothesis-driven, Bayesian (probability), Worst-case scenario, 25 EBM Definitions

Illness script Scheme induction Problem lists

Problem representation/summary statement Framework Differential diagnosis Scaffolds

26 Problem lists Lawrence Weed A mechanism to summarize the state of a patient’s health in written documentation. Many uses.

They can evolve within a history and across encounters. Warning: Don’t lose the big picture.

Features of Effective Problem Lists Use precise language Update and modify over time Prioritize Make associations between problems

27 Definitions

Illness script Scheme induction Problem lists

Problem representation/summary statement Framework Differential diagnosis Scaffolds

28 Problem representation/summary statement/one-liner/Impression

The description of the patient’s presentation. 3 Critical Components of Problem Representation Clinical context Temporal pattern Key clinical symptoms and exam findings that relate to presenting symptoms.

Example 1: Mr. Smith is a 64-year-old man with the ischemic cardiomyopathy who presents with a two day history of gradual onset, worsening dyspnea on exertion and findings of hypoxia, bilateral crackles, elevated JVP, and lower extremity edema.

Example 2: Ms. Jones is a 33-year-old woman with a history of heavy alcohol use and NSAID use who presents with two days of severe, burning, and midepigastric abdominal pain and acute melena. Her examination is notable for hemodynamic instability, soft, nontender abdomen with normal bowel sounds, no organomegaly or , normal rectal exam, but positive stool heme testing. 29 Problem representation/summary statement/one-liner vs. illness script

Very similar! And use to build illness scripts! Patient-specific vs. disease-specific.

Both benefit from semantic qualifiers.

30 Definitions

Illness script Scheme induction Problem lists

Problem representation/summary statement Framework Differential diagnosis Scaffolds

31 Framework

A means of building differential diagnoses. NOT patient-specific. Examples: . Worst-First Approach . Mnemonics (e.g., VINDICATE) . Organ System- or Anatomic-based

32 Differential diagnosis

Potential etiologies of a given patient problem.

33 Worst-First Framework

• Ask yourself: Is this life-threatening? Does this patient need to be in an ED?

34 Worst-First Examples

• Chest pain: ACS vs. Aortic Dissection vs. PE vs. esophageal rupture vs. other non-life threatening

• Dyspnea: MI vs. CHF vs. COPD vs. asthma vs. PTX vs. PE

• Abdominal pain: pancreatitis vs. perforated viscus vs. Mallory Weiss tear vs. cholangitis vs. GERD

• Hematochezia: variceal bleed vs. diverticulosis vs. hemorrhoids vs. colon vs. brisk upper GI bleed

35 VINDICATE (mnemonic Framework)

V Vascular I Infectious N Neoplastic

D Drugs I Inflammatory, Idiopathic C Congenital A Autoimmune/Allergic T Traumatic (including psychological trauma) E Endocrine 36

VINDICATE for CC: Altered Mental Status

Vascular Inflammatory • (ischemic/ hemorrhagic) • SIRS, vasculitis, pancreatitis, • TIA endocarditis • HTN encephalopathy Congenital Infectious • • Encephalitis • Autoimmune • in patient

Neoplastic Trauma • 1’ or metastatic tumor • Subdural bleed

Drugs/Toxins Endocrine • Overdose/ Withdrawal • Hypo/hyperglycemia • Hypo/ • Uremia, ammonia 37 • Hyper/hypothyroid

Organ System or Anatomic-Based Approach

• Define complaint anatomically • If systemic disease, identify specific anatomic involvement • Be thorough

38 Anatomic Approach to Chest Pain

Skin? Muscle? Ribs? Pericardium? Myocardium? Coronary vessels? Pleura? Lung parenchyma? Pulmonary vessels? By Henry Vandyke Carter - Henry Gray (1918) Anatomy of the Human Body (See "Book" section below)Bartleby.com: Esophagus? Gray's Anatomy, Plate 492, Public Domain, https://commons.wikimedia.org/w/index.ph p?curid=545522

39 Definitions

Illness script Scheme induction Problem lists

Problem representation/summary statement Framework Differential diagnosis Scaffolds

40 Scaffolds: how to develop students’ reasoning skills.

OLD CARTS

Schema

Problem Lists

SRE

41 Definitions

Illness script Scheme induction Problem lists

Problem representation/summary statement Framework Differential diagnosis Scaffolds

42 Part III: Structured Reflection Exercise (SRE) Learning Objectives

- Review the evidence-based method for assessing diagnostic reasoning

44 ACS

CAD risk factors

30 years old

45 Summary Increase faculty familiarity with diagnostic reasoning principles and tools so as to improve its teaching. Three Parts: I: Introduction to Diagnostic Reasoning

II: DR Toolbox

III: SRE

47 Questions?

Heather Hofmann, MD [email protected] @HeatherNHofmann

48 References

Gordon, D., & Guth, T. (2013). Clinical Reasoning in Medical Students : Retrieved from http://www.cordem.org/files/DOCUMENTLIBRARY/2013 AA/2013 Day Two/Deliberate Metacognition.pdf

Kearney-Strouse, J. (2015). Clinical reasoning now a ‘foundational basic science’ in medical education. ACP Hospitalist. https://acphospitalist.org/archives/2015/11/teaching-clinical-reasoning.htm

Khullar, D., Jha, A. K., & Jena, A. B. (2015). Reducing Diagnostic Errors — Why Now? New England Journal of Medicine, 363(1), 150923140040009. http://doi.org/10.1056/NEJMp1508044

Levin M, Cennimo D, Chen S, Lamba S. Teaching clinical reasoning to medical students: a case-based illness script worksheet approach. MedEdPORTAL Publications. 2016;12:10445.

Modi, J. N., Gupta, P., & Singh, T. (2015). Teaching and Assessing Clinical Reasoning Skills. Indian Pediatrics, 52(9), 787–794. http://doi.org/10.1007/s13312-015-0718-7

Outpatient Diagnostic Errors Affect 1 in 20 U.S. Adults, AHRQ Study Finds. Content last reviewed April 2014. Agency for Healthcare Research and Quality, Rockville, MD. http://www.ahrq.gov/news/newsroom/press- releases/2014/diagnostic_errors.html

Toy, E., & Patlan, J. (2012). Case Files Internal Medicine.

Trowbridge, R., Rencic, J., & Durning, S. J. (Eds.). (2015). Teaching Clinical Reasoning. ACP.

Wolpaw, T. M., Papp, D. R., & Klara, K. (2016). Academic Medicine : SNAPPS : A Learner ‐ centered Model for Outpatient Education, 78(9), 1–7.

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