Integration of simulation-based education in anaesthesiology specialist training: Synthesis of results from an Utstein Meeting

KEY POINTS We used Kern's six-step approach and the Utstein-type process to develop a comprehensive program to facilitate the integration of simulation-based education into anaesthesiology specialist training. We identified ten specific domains for which simulation should be used: boot camp/initial training, airway management, regional anaesthesia, point of care ultrasound, obstetrics anaesthesia, paediatric anaesthesia, trauma, intensive care, critical events in our specialty, and professionalism and difficult conversations For each domain, we developed a course template that defines the learning objectives, the instructional strategies (including simulation modalities and simulator types), and assessment methods. To facilitate implementation and sustainability, local, national and global political and administrative leaders must be involved through ongoing and committed financial support.

Background

Simulation based education and training (SBET) offers several advantages over traditional training methods. It provides unique opportunities to learn safely and ethically without risks and consequences for patients.1 From an educational perspective, learning is facilitated through authentic and contextualised experiences, feedback and reflection. It can be used effectively for individuals or teams to learn, practice, or assess technical and non-technical skills in a safe and controlled environment.2–5

There has been an impressive increase in the availability and diversity of simulated patients, manikins, part-task trainers, computer-based simulations, virtual reality, and augmented reality simulators. Today, these simulation modalities and simulator types can be used either alone or combined during hybrid simulation to target different learning objectives.6

Recently, the Lancet Commission recognised the wide application of information technology, including simulation, as one of the most transformative developments with the potential to have a lasting impact on health professional education, along with interprofessional and competency-based education.7 In 2020, the European Society of Anaesthesiology and European Section/Board of Anaesthesiology endorsed the principles of competency-based medical education and identified SBET as a key factor in its implementation.8 Anaesthesiologists were early adopters of modern simulation and have been leaders in developing simulation training for several decades.9,10 Nowadays regular simulation training is ranked among the top five anaesthesia-related safety practices in Europe.11

Nevertheless, despite its popularity and importance, not all anaesthesia trainees have access to SBET. A recent survey conducted among European national anaesthesiology societies found that only a few have formally integrated SBET into their residency training curricula.12 Survey respondents expressed a strong need for standards and recommendations, as well as assistance in developing a curriculum for high-fidelity simulation, areas in which international scientific societies have a clear role to play.12,13 As many countries have adopted the European Training Requirements in anaesthesiology,14 which share numerous similarities with North-American competency frameworks, international collaboration initiatives are clearly needed to facilitate the use of SBET.15 This could also help to improve the level of compliance with the training requirements, which remains heterogeneous across European countries.16

Developing a generic framework for a SBET programme could facilitate the implementation and use of simulation in anaesthesiology specialist training. This article reports on the consensus process (i.e., an Utstein-style meeting17), presents the results and discusses the findings of developing such a programme.

Objectives

The overall goal was to develop a global agenda to integrate SBET into anaesthesiology specialist training. The specific objectives were to: identify the learning objectives that are best achieved through SBET, describe how to integrate SBET into anaesthesiology specialist training, provide examples of simulation modalities for specific learning objectives, and identify barriers and facilitators to implementation.

Methods Ethics

Ethics review was not required since the study did not include patient or human data.

Study design

The study design used a combination of a pre-meeting questionnaire and an Utstein-style meeting to develop consensus. Similar Utstein initiatives have been used to define a research agenda for SBET in healthcare and to identify topics that simulation can address to improve patient safety.18,19 Methods were consistent with the Utstein methodology used to develop agreement on a given topic.17

Panel selection

The organising committee (GLS, CLB, ML, FMM, DØ) identified an international group of SBET experts involved in the training of residents at national levels, key members from the European Society of Anaesthesiology and Intensive Care (ESAIC), the Society for Simulation in Europe (SESAM) and the World Federation of Societies of Anaesthesiologists (WFSA). All participants had experience with the development of SBET and research. The list was established based on relevance of expertise and diversity in terms of countries.

A total of 25 participants were invited, two of whom were residents as representatives of the target audience. Most of the participants came from Europe, but there was geographical representation from North America, South America, and Africa. Several had experience with SBET outside their country. The names and countries of origin of the participants are available in Appendix 1, https://links.lww.com/EJA/A872 as supplemental digital content (SDC), and all are collaborators of this publication.

Preparation of the Utstein meeting

Prior to the meeting, participants were informed of the objectives, process and expected outcomes, and were provided with relevant literature.12,13,15,17 They completed an 11-question survey on the use of SBET during residency training in their country (SDC, Appendix 2, https://links.lww.com/EJA/A873). Participants were asked to propose the top ten critical scenarios and top ten technical procedures for which all residents should be trained using SBET during their residency. This survey was a simplified and modified version of the recent European survey.12

Format of the Utstein Meeting

The meeting took place in Copenhagen, Denmark, on 23–24 September 2022 (detailed programme available as SDC, Appendix 3, https://links.lww.com/EJA/A874). The meeting format consisted of a series of short plenary presentations followed by small group workshops in which participants were divided into three different groups. During these workshops, the groups were asked to refine and develop key concepts which were then presented in plenary to reach consensus. All plenum discussions were audio-recorded and a dedicated person took notes. Electronic or flip charts presentations were collected and copied. The meeting was followed by email correspondence among all the panel participants, and virtual meetings to resolve ongoing issues.

Theoretical framework underpinning the meeting process

The programme outline and the progression of the meeting followed an adaptation of Kern's six-step approach to curriculum development.20

Step 1 – problem identification and general needs assessment: There is a need to provide standards, recommendations and assistance to develop and implement SBET during speciality training in anaesthesiology in Europe.12 This was briefly summarised during the inaugural presentations, which also included an outline of the Utstein consensus meeting and examples of outcomes of some previous meetings provided by Tore Laerdal, Executive Director of the Laerdal Foundation and Chairman of Laerdal Medical.

Step 2 – targeted needs assessment: The objectives of the participants’ survey were to understand each other's background and context and to gather expert opinions before selecting the priority educational areas that should be discussed at the meeting. A brief summary of the survey answers was presented, and based on the results, we decided to design a 30-day SBET curriculum distributed over a 5-year training period.

Step 3 – goals and objectives: The first working session prioritised areas of professional expertise for which SBET should be used to achieve training outcomes. The goal was to reach a consensus list on a limited number of ‘high-priority domains’. During the second breakout session, participants worked to define the learning objectives for each domain for which SBET should be used (i.e., knowledge application, practical/clinical skills, and specific attitudes). Within each domain, these objectives should focus on what is ‘difficult to learn and to assess’ and/or ‘what can harm the patient’.

Step 4 – educational strategies: Content and the educational methods were defined during the third working session. Group discussions were preceded by a brief presentation of the tools available for designing a comprehensive course on a given topic, as well as a generic course outline covering the ‘learning objectives’, ‘instructional strategies’, ‘equipment’, ‘formative assessment methods’ and ‘measurable learning outcomes’. The participants were asked to propose simulation modalities and simulators adapted to the objectives identified in Step 3 based on a list described elsewhere.21 In addition, they were asked to provide examples of how courses could be planned over the course of the 5-year programme and what other learning activities (refresher courses, blended learning, e-learning) could facilitate knowledge and skills transfer into the clinical setting.

Step 5 – implementation: This step involved identifying the facilitators of implementation and barriers to be addressed. Practical aspects such as the number of trainees and faculty, resources, finances, equipment, and political support were addressed using a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) during small group workshops.22

Step 6 – evaluation and feedback: A brief presentation covered the concepts of programme evaluation (Kirkpatrick) and learner evaluation (Miller's pyramid), as well as practical examples of how knowledge, skills, and attitudes can be assessed (formative or summative) using MCQs, e-learning, checklists, Objective Structured Clinical Examination (OSCE) and workplace-based assessments, whether at the end of a course or training. The group work consisted of proposing the integration of these elements into the courses developed on the first day.

After the meeting, the organising committee met on-site on the 28 November 2022 to analyse and edit all the materials that were produced in a structured and comprehensive way. During this meeting, the structure of the manuscript was defined, subsequent work was divided between the authors. On the 29 March 2023, a first version of the article was sent to all participants for critical review. Further changes were made, and the final version of the manuscript was submitted on May 25th.

Results Targeted needs assessment – survey results

All participants answered the survey, of the 22 countries represented ‘anaesthesia’ and ‘critical care’ were combined into one medical specialty in 14 countries, including in 13 European countries out of 16. SBET was well implemented in 11 countries and to some extent in 11 countries. A wide variety was observed in the total number of high-fidelity simulation training days offered to trainees: ranging from <10 days in 43% of countries to between 10 and 50 days in 57%. Twelve countries used SBET for formative assessment and six for summative assessments.

Participants’ suggestions for the top ten critical scenarios and the top ten technical procedures for which all residents should be trained using SBET were grouped into themes/areas (Table 1). The scenarios were related to crisis situations and covered both medical expertise and non-technical skills defined as social and cognitive skills such as communication, collaboration, leadership/followership, situation awareness and clinical decision-making. Specific situations, such as anaphylactic shock, malignant hyperthermia, obstetric and paediatric crises, were mentioned. These examples illustrate situations in which we cannot prepare trainees in the clinical setting because they are opportunistic and cannot be planned for. The procedures were within the categories: airway, vascular access, and regional block. Ultrasound-guided procedures and point-of-care ultrasound (POCUS) were also mentioned.

Table 1 - Top 10 scenarios and procedures for which all trainees should be trained. Numbers and percentages indicate the number of times and proportions participants cited a given scenario or procedure Critical clinical scenarios Number % Crisis situations Handling the difficult airway 23/23 100% Anaphylaxis 21/23 91% Malignant hyperthermia 15/23 65% Cardiac arrest 15/23 65% Local anaesthesia toxicity, high block 6/23 35% Cardiogenic Shock, Embolus 5/23 22% Specific patient groups Obstetrical crisis situations 14/23 61% Trauma and massive bleeding 10/23 43% Crisis situations in paediatrics 9/23 39% Adverse events Disclosure and debriefing of team 6/23 26% Procedures Number % Airway Basic 19/23 83% Advanced 19/23 83% Cricothyroidotomy 15/23 65% Vascular access Central line 23/23 100% Arterial line 9/23 39% Peripheral vein 7/23 30% Intraosseous 5/23 22% Nerve blocks Central nerve blocks 22/23 96% Peripheral nerve blocks 14/23 61% Point of care ultrasound Heart, lung, abdomen, etc. 15/23 65%
Goals – identifying high-priority domains

After the first morning sessions, consensus was reached on a curriculum covering the following ten high-priority domains: Boot camp/initial training, Airway management, Regional anaesthesia, Point of care ultrasound, Obstetric anaesthesia, Paediatric anaesthesia, Trauma, Intensive care, ‘Critical events in our specialty’, and ‘Professionalism and difficult conversations’. We agreed to include the first four domains, but decided not to cover them in detail during the meeting because many courses already exist on these topics. In order to save time this was done after the meeting.

Learning objectives, educational strategies, assessment and evaluation

The following sections summarise the consensus process. Each section highlights what is specific to each of the ten high-priority domains. Learning objectives, course length, instructional strategies and assessment methods are summarised in a SBET course template, which is provided in a table or appendix (available as SDC). For each course the focus was on learning and the experts stressed the importance of respecting the basic principles of SBET to ensure learners’ psychological safety.23–25 Confidentiality, getting trainees to know each other if they come from different departments, focusing on improvement, and building down from a course using learning plans and work-based assessments all contribute to these goals.

Bootcamp/initial training

A novice anaesthesiology trainee can benefit from participation in a 3- to 5-day bootcamp at the start of training.26 Residents are introduced to equipment, medications as well as the most common procedures and the necessary social and cognitive skills. A combination of interactive lectures, hands-on skills training and simulation scenarios followed by debriefing can provide them with the knowledge and skills needed to provide safe patient care (see SDC, Appendix 4, https://links.lww.com/EJA/A875). This can be done in a safe environment where skills can be trained until the technique is mastered.27,28 In some countries, all trainees start once or twice a year, making it easier to plan the training, while in other countries, trainees may start monthly. In this case, collaboration between several departments/hospitals can be helpful.

Airway management

An airway management course should consist of blended content and encompass a variety of educational strategies, methods, and tools. It was emphasised that acquiring and maintaining airway management skills is critical and that airway training should begin early during the bootcamp and extend over several days, possibly followed by annual refresher courses. Table 2 presents a template for an airway course that integrates SBET. The user may select the learning objectives relevant to a particular training stage, that is, starting with basic airway training for beginners followed by advanced training in airway management for more senior trainees. Table 2 also includes a selection of useful references, generic to SBET and applicable to other domains,23–25,29,30 and others specific to airway management.31–37

Table 2 - SBET airway management course Overall learning goals Provide all anaesthesiology residents with structured training in the equipment and techniques most frequently used during routine clinical practice and advanced AWM Develop and practice the social and cognitive skills relevant to AWM Learning objectives Examples of educational strategies and tools Methods of formative evaluation and measurable learning outcomes Knowledge Normal airway anatomy and raise awareness of difficult airway anatomy. Interactive lectures Pre- and post-MCQs Oxygenation and ventilation physyiology; methods for optimising oxygenation, improve ventilation and extending apnoeic time E-learning Formative assessment General and specific pharmacology relevant to AWM, e.g. NMBA, reversal agents in anaesthesia Guidelines/selected publications23–25,30 Monitoring techniques, e.g. pulse oximetry, capnography Website of difficult airway societies Airway assessment Selected social media resources Airway rescue techniques, how to anticipate and plan for and manage a difficult airway Cognitive aids (e.g. AWM guidelines) Poor AWM outcomes and deficiencies related to judgement, communication, planning, equipment and training Clinical skills Examples of hands-on clinical skills stations using part-task trainers To develop basic and advanced airway skills (following a longitudinal competence-based training curriculum) Face mask ventilation techniques; direct and videolaryngoscopy; SAD insertion and intubation via SAD; Flexible Bronchoscopy; HFNO; e-FONA techniques; Lung isolation techniques OSCE (checklist, global rating scale) video assessment (self, peers, faculty) To familiarise with and practice using equipment and techniques commonly used in clinical practice Video-assisted demo of rescue techniques Work-based assessment during routine cases (DOPS) To familiarise with and practice guidelines relevant to each institution/region/country Expert live demonstration Peer and expert feedback To familiarise with and practice rescue airway management protocols and guidelines31–37 Portfolios Simulation for applying knowledge, clinical skills and social and cognitive skills (non-technical) Examples of HF simulated airway scenarios followed by debriefing To integrate knowledge, airway skills, and social/cognitive skills in the management of simulated airway crisis Unanticipated difficulties in routine AWM Structured reflective debrief by trained faculty23–25,30 To develop social and cognitive skills, e.g., anticipation and planning, task management, communication and team working, decision-making and situation awareness Unanticipated difficulties in rapid sequence induction ANTS taxonomy29 To understand the role of human factors and ergonomics in airway crisis37 Intraoperative hypoxia secondary to airway devices displacement/blockage Learning plans To train together with other specialities (e.g. general surgery, emergency medicine, otorhinolaryngology residents) and understand their roles Displaced tracheostomy Work-based assessment To encourage reflection on one's own and peers’ performance in a safe simulation environment Unrecognised oesophageal intubation To learn how to receive and give constructive feedback aimed at reflection and learning Cannot intubate cannot oxygenate & eFONA To devise learning plans to bring home to the training supervisor Difficult/failed extubation

ANTS, anaesthetists’ non-technical skills; AWM, airway management; DOPS, direct observation of procedural skills; e-FONA, emergency front of neck access; HF, high-fidelity; HFNO, high-flow nasal oxygen; MCQ, multiple choice questions; NMBA, neuromuscular blocking agents; OSCE, objective structured clinical examination; SAD, supraglottic airway devices.


Regional anaesthesia

Acquiring skills in regional anaesthesia including ultrasonography has become a mandatory component of modern training in anaesthesiology. Foundation training should aim at learning and deliberate practice of a small number of versatile techniques that cover the vast majority of surgical procedures and therefore provide patient access to reliable and safe regional anaesthesia.38,39 Competence in the more advanced blocks should be acquired during advanced fellowship in regional anaesthesia. Appendix 4, https://links.lww.com/EJA/A875 (SDC) provides a template for a regional anaesthesia SBET course that incorporates these principles. Of note, the specific number of repetitions to achieve proficiency in a certain type of nerve block continues to be the subject of much debate and varies from one national training programme to another.39

Point of care ultrasound

The importance of Point of care Ultrasonography (POCUS) is increasingly recognised in our speciality and is part of the modern curriculum.14 Using bedside ultrasonography for diagnostic and therapeutic purposes helps improve perioperative care. SBET can significantly enhance the knowledge and practical skills in POCUS testing.40 Appendix 4, https://links.lww.com/EJA/A875 (SDC) provides a template for such a course.

Obstetrics anaesthesia

The panel emphasised the importance of using SBET to allow anaesthesia trainees the opportunity to develop technical and social-cognitive skills in managing simulated obstetric crises. It is fundamental that part of this training be conducted during interprofessional simulations with midwives, nurses, obstetricians, and paediatricians. This can be achieved through in situ simulated exercises or in a simulation centre. Several studies have shown that this approach has a positive impact on patients’ management.41,42Table 3 details the template of a three-day course that can be distributed according to training level.

Table 3 - SBET obstetric anaesthesia course Overall learning goals Provide all anaesthesiology residents with structured training in routine obstetric anaesthesia and in critical situations Develop and practice social and cognitive skills relevant to interprofessional collaboration and multi-disciplinary teamwork in the labour and delivery room Learning objectives Examples of educational strategies and tools Methods of formative evaluation and measurable learning outcomes Knowledge Management of parturient during normal labour Pre-course (half-day preparation): Pre- and post-MCQs Management of parturient during caesarean section Book reading Serious games online Management of parturient during obstetric emergencies E-learning (e.g. ESAIC Academy) Feedback from scores Surgery in pregnant women for non-obstetric causes Interactive lectures/case-based discussion Clinical skills Examples of hands-on clinical skills stations using part-task trainers Loco-regional anaesthesia skills: spinal/epidural/combined?, TAP block, ultrasound techniques Part-task trainer, ultrasound live models, VR Checklist, global rating scale Management of accidental dural puncture Part-task trainer, Screen-based simulation, VR Peer and expert feedback Specificities of airway management skills in obstetric patients Part-task trainer Work-based assessment during routine cases (DOPS) Maternal cardiopulmonary resuscitation Low or high fidelity full scale manikin Portfolio Breaking bad news Role play Simulation for applying knowledge, clinical skills and social and cognitive skills (non-technical) Examples of HF simulated obstetrical scenarios followed by debriefing To integrate knowledge, technical skills, and social/cognitive skills in the management of simulated OB crisis Conversion of Spinal to GA Structured reflective debrief by trained faculty23–25,30 To train together with obstetricians and midwife and understand their roles and responsibilities Emergency caesarean section under GA Observation of teamwork skills To develop and practice interprofessional collaboration and multi-disciplinary teamwork Difficult airway during caesarean section Medical/crisis checklists To improve team communication, shared situational awareness and decision making in critical OB situations Pre-eclampsia/eclampsia/HELLP PPH and massive transfusion protocol Amniotic fluid embolism including maternal cardiac arrest and perimortem caesarean section Total spinal Maternal sepsis

DOPS, direct observation of procedural skills; ESAIC, European Society of Anaesthesiology and Intensive Care; GA, general anaesthesia; HELLP, haemolysis, elevated liver enzymes, low platelets; OB, obstetrics; PPH, postpartum haemorrhage; TAP, transverse abdominis plane; VR, virtual reality.


Paediatric anaesthesia

A 2- to 4-day course of paediatric anaesthesia was described. It can be conducted in one course or divided in a basic and a more advanced course. Appendix 4, https://links.lww.com/EJA/A875 (SDC) gives examples of the learning objectives and methods used for learning and assessment. Overall, basic skills are related to a child with a normal anatomy/physiology and more advanced skills relate to more difficult cases/situations/complications. Educational strategies include pre- and in-course tools, as well as suggested formative assessment tools for use immediately after simulations or in the clinical setting (work-based assessment).

Trauma

Appendix 4, https://links.lww.com/EJA/A875 presents a template for the application of SBET in a trauma course. The management of trauma patients requires distinct skills, which are performed using a coordinated multi-disciplinary approach. This course aims to train the assessment, resuscitation, and perioperative care of patient with critical trauma. In addition, scenarios should highlight time pressure in a highly dynamic context and offer opportunities to train social and cognitive skills.

Intensive care

Although critical care medicine requires separate certification in some countries, it remains a core competence of anaesthesiologists in all European countries.14,43 Appendix 4, https://links.lww.com/EJA/A875 (SDC) provides a template for a 3- to 4-day SBET course highlighting key technical procedures, critical clinical scenarios, multi-disciplinary teamwork, interprofessional collaboration and interaction with patients’ relatives.

Critical events in our specialty

Critical events in anaesthesiology are uncommon but have great potential for harm. SBET is widely used to improve the knowledge, medical expertise, and social and cognitive skills required to manage critical situations.2,3,12. Training should focus on early recognition and treatment of specific events to improve safety in the operating room. The template of this course is presented in Table 4.

Table 4 - SBET critical events course Overall learning goals Provide all anaesthesia residents with formal training in the management of critical events in the perioperative setting. Develop and practice social and cognitive skills in the context of critical anaesthesia events Learning objectives Examples of educational strategies and tools Methods of formative evaluation and measurable learning outcomes Knowledge Airway and respiratory emergencies management Pre-course (one-day preparation): Pre- and post-MCQs Diagnosis and treatment of cardiac events Anaesthesia crisis manual/textbook Case-based discussion Identification of adverse events related to regional anaesthesia Institutional cognitive aids/checklists/protocols Comprehend the aetiology and approach of drug related adverse events E-learning (e.g. ESAIC Academy) Procedures in case of fire and equipment failure Real institutional critical incidents Clinical skills Variable depending on the critical event that will be trained Screen-based simulation Performance metrics during screen-based simulated crisis management Ensure that the learner's knowledge and clinical skills are appropriate for the scenario Part-task trainer Work-based assessment during routine cases (DOPS) Case-based discussion for knowledge application Portfolio Simulation for applying knowledge, clinical skills and social and cognitive skills (non-technical) Examples of HF critical simulated scenarios followed by debriefing To rapidly recognise and manage a critical incident using appropriate cognitive aids Anaphylaxis Structured reflective debrief by trained faculty23–25,30 To utilise adequate resources and equipment Malignant hyperthermia during laparoscopy Observation using medical/crisis checklists To perform a differential diagnosis in unexpected and dynamic situations Cardiac arrest after induction Behavioural global rating scale, e.g., ANTS29 To practice dynamic situation awareness and continuous reassessment Elevated airway pressure To practice decision making, task management, leadership and effective communication Can’t ventilate, can’t oxygenate Local anaesthetic systemic toxicity Cardiogenic shock Pulmonary embolus Fire in the operating room

ANTS, anaesthetists’ non-technical skills; DOPS, direct observation of procedural skills; ESAIC, European Society of Anaesthesiology and Intensive Care; MCQ, multiple choice questions.


Professionalism and difficult conversations

This section covers a wide variety of challenging situations that reflect both the professional and communicator roles. These situations can be trained using standardised patients/actors in role-plays or simulations, followed by debriefing and reflection. A two- to three-day course focusing on specific situations would be beneficial (SCD, Appendix 4, https://links.lww.com/EJA/A875), whereas some could be trained in relation to other courses, such as paediatric, airway or critical events courses.

Implementation of simulation-based education and training

The SWOT analysis of the practical implementation and the blockers and facilitators of such programmes are presented in Tables 5 and 6, respectively. We realised that many strengths can also be weaknesses and vice versa. For example, support from international societies (e.g., ESAIC, SESAM) can be a valuable asset, but it can also be perceived as externally imposed changes. Similarly, aspects of resources (space, personnel, equipment, simulators) can be significan

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