A new method for teaching physical examination to junior medical students

Abstract

Introduction

Teaching effective physical examination is a key component in the education of medical students. Preclinical medical students often have insufficient clinical knowledge to apply to physical examination recall, which may hinder their learning when taught through certain understanding-based models. This pilot project aimed to develop a method to teach physical examination to preclinical medical students using “core clinical cases”, overcoming the need for “rote” learning.

Methods

This project was developed utilizing three cycles of planning, action, and reflection. Thematic analysis of feedback was used to improve this model, and ensure it met student expectations.

Results and discussion

A model core clinical case developed in this project is described, with gout as the basis for a “foot and ankle” examination. Key limitations and difficulties encountered on implementation of this pilot are discussed for future users, including the difficulty encountered in “content overload”.

Conclusion

This approach aims to teach junior medical students physical examination through understanding, using a simulated patient environment. Robust research is now required to demonstrate efficacy and repeatability in the physical examination of other systems.

Keywords:

• physical examination
• undergraduate
• case-based approach

Introduction

There is increasing emphasis within UK medical schools in training preclinical medical students in the skills required to effectively conduct physical examination.^1,2 In our UK-based mixed undergraduate and postgraduate 5-year program, regular physical examination competencies are undertaken during the first 2 years of study.³

Junior medical students often lack the clinical knowledge to be able to recall what is required to undertake a physical examination. Students often are forced to “rote” learn examination with some describing teaching of physical examination as a “show and tell exercise”.^4,5 This approach is less useful when students move onto the wards and in exam situations, where knowledge has to be applied. Actual patient examination seems to offer the most effective way of learning physical examination; however, this is rarely possible for preclinical students.⁶

A recent paper compared students who learn with clinical signs and diagnostic considerations in mind with “rote” learners and found that the former method demonstrated better results in exam situations.⁷ Further research produced a lesson plan whereby differential diagnosis was used to teach physical examination maneuvers in a hypothesis-based approach to final-year medical students.⁵ This method of teaching was however designed for students with a large amount of clinical knowledge which raised the question of whether it could be applied to those students in preclinical years.⁵

Focus groups consisting of senior medical students highlighted that medical students found particular difficulty in recalling musculoskeletal (MSK) and motor examinations in their second-year examinations. This finding, along with recent calls to update teaching of MSK examination skills for UK medical students and national concerns of curriculum neglect, highlighted a need for the development of more effective teaching methods specifically in MSK examination.^8–10 This project discusses the development and production of a case-driven teaching method, piloted in peer-to-peer small-group MSK tutorials that targeted preclinical medical students (years 1 and 2).

Practice points

1) The ability to perform effective physical examination is a key requirement of medical training; 2) Physical examination skills are most effectively learnt by practicing on patients, which preclinical medical students are rarely able to do; 3) A pilot “core clinical case”-based approach offers simulated patient experiences to preclinical students; 4) These hand-picked core clinical cases were constructed to promote learning through understanding the purpose of physical examination maneuvers.

What is “rote” learning?

Rote learning is a form of passive learning, achieved through repetition.¹¹ Although it can be deemed as a necessary form of learning in order to excel at medical school, it is less useful when this information needs to be applied to appreciate the significance of abnormal findings.^5,11,12

Methods

Cycles of “planning, action, and reflection” were used to develop this model, incorporating feedback with experiential learning into lesson plan development.^13,14 Feedback was given by students after each session using Likert scales which assessed attitudes toward the lesson layout; there was also room allocated in each questionnaire for “added comments” which were thematically grouped for reflection.^15,16 Senior medical students also attended sessions to give peer-to-peer feedback.

Planning

The goal of this project was to develop a model whereby preclinical medical students are able to learn through understanding the basis of physical examination maneuvers, while not possessing the depth of clinical knowledge that students would have in the later years of their studies. The constructivist learning theory was utilized as a basis for this project.¹⁷ The initial application of this theory is: 1) Developing meaning: present a clinical case and examination; 2) Developing understanding: explain and discuss relevant basic science; 3) Assigning significance to experience: further discussion on case and situational judgment test style questioning to put learning in context.

Three core clinical cases (CCCs) were selected to “trigger” student identification of pertinent points during physical examination of each joint. This provides a focus to student learning on understanding the purpose of the physical examination, with the aim of discouraging “rote” learning. The teaching session was structured to follow the natural pathway of a patient presentation in a clinical setting (eg, hospital or primary care). The session was followed by a discussion of basic science, pathophysiology, management, and multiple-choice questioning.

The structure of the session is: 1) Presentation; 2) History; 3) Physical examination (Case 1 – tutor-led, Cases 2 and 3 – student-led); 4) Investigations; 5) Diagnosis; 6) Basic science and pathophysiology; 7) Management; 8) Review questioning.

This model structure was repeated for each case, dividing the teaching session into a 24-point process, repeating the physical examination three times with a different case scenario. In-depth PowerPoint slides were developed to support the process, recognizing that this has been ranked as the most effective mode of teaching for medical students.¹⁸ Each session was delivered in a 2-hour format as a supplement to the medical school curriculum and before any formal MSK examination teaching had taken place in order to ensure that students had no prior knowledge of MSK examination principles. Each CCC was specifically chosen with the physical examination in mind. A short case description was constructed based on a “famous” case in order to aid recall and stimulate discussion (eg, Henry VIII and a presentation of acute gout).¹⁹ This was followed by an opportunity for students to pick out pertinent points from the history, for example, history of high alcohol use, to aid and develop case understanding, and again aid CCC recall. A physical examination was then conducted, demonstrating pertinent maneuvers and findings associated with the CCC. This was followed by summary of investigations, diagnosis, management, and basic science to help develop case-based thinking. At the end of each CCC, a review of the material covered was conducted using multiple-choice questions.

Action

The session was led and delivered by clinical-year medical students recognizing that the use of clinical-year medical students to deliver physical examination teaching to preclinical medical students has been shown to be effective, particularly in teaching MSK examination, with some evidence showing similar efficacy to faculty tutors.^20–22 Combining this approach with “hands-on” experience for students has also been shown to be an effective learning method for medical school students.²³

Sessions of up to 20 preclinical-year medical students with no previous MSK physical examination teaching were undertaken. An additional clinical-year medical student was present to observe each session with the aim of identifying improvements that could be made from the early pilot sessions. The 2-hour sessions were held fortnightly in a medical school life science resource center utilizing anatomy models and actors.

Observation and reflection

The initial pilot session was filmed to aid feedback and reflection. Feedback forms contained a mixture of Likert questions and unstructured text-free spaces. The feedback was thematically organized and summarized following each session to facilitate improvements in subsequent sessions. Throughout the development of the teaching model, key changes were made to tailor sessions to the emerging understanding of the capability of preclinical medical students. The final trial session was led by three senior medical students each delivering a different CCC, to demonstrate inter-teacher resource capability.

Results and discussion

Three key lessons

Having repeated this lesson style with numerous cohorts of students while developing the lesson plan, this section discusses some of the key challenges identified during development and the approach taken to mitigate these challenges.

Content overload. Taking focus away from the exam with the rest of the case

Nine out of 20 of the first cohort of attendees found the teaching to be “too long and content heavy”.

The feedback given considered early sessions to be “too content heavy”, with some requesting longer breaks during the sessions – the peer observer noted that some students were not able to recall all key parts of the physical examination in these sessions, taking away from the end goal. This point highlights that teaching and learning are very different.^24,25 Teaching allows the student to develop through being shown how to learn, not a teacher demonstrating their knowledge.²⁶ Applying knowledge requires understanding, which “rote” learning does not achieve; however, the density of content was seen to also be a hindrance and has been demonstrated to reduce retention.²⁷

It is important to note that when preparing for similar sessions, experience is necessary to build CCCs that complement each other when teaching physical examination, without being too content heavy. In applying these points, many of the latter sessions received more positive feedback, with all students (40/40) finding the teaching fairly or very “clear and easy to follow”.

It was also essential to move away from just “covering the content” which can result in the reduction of the information learned to facts and details and to promote deeper understanding so that the students can apply their new knowledge.²⁸ The focus of the learning for medical students was advised to be a few main points that were considered to be “essential to know”. This theory was applied in later CCC sessions by placing the main emphasis on the physical examination, while repeating key points of the examination at the end of the session.

The knowledge gradient

Three out of 20 students in the first cohort of students found it “difficult to follow” integrated anatomy and clinical examination teaching, and four out of 20 students in the second cohort of students found the content “too fast”.

Feedback received from students and peers after each session was used to develop and improve the initial lesson plan. Some students found it difficult to keep up with the integrated basic science explanations. It was suggested that this could be due to a large gradient in the level of basic science understanding in preclinical-year groups. A summary of pertinent anatomy and physiology before CCC teaching began was added to each session to tackle this issue. This ensured that each student had the required knowledge when approaching and discussing anatomy and physiology during the session.

Ensuring that the students were engaged was achieved by involving the students in the teaching. Students were encouraged to answer questions, discuss, and perform the examination on the simulated patient, thus aiming to achieve active learning. Active learning has been demonstrated to improve the performance of students in examinations and understanding of concepts compared to lecture-based format; one quarter of students noted that they found the active learning component of teaching useful in all sessions.²⁹ This was an important consideration when designing the lesson plan and development.

Mistaken identity, demonstrating what you have learnt to your colleagues

Key observation: A student in cohort two attempted to carry out a neurological lower limb motor examination, as opposed to an MSK examination.

Learning through observing followed by performance has been demonstrated to be an effective method of teaching physical examinations.³⁰ Interestingly, one student, when asked to demonstrate a lower limb MSK examination to peers, began performing a pure motor and neurological exam (assessing tone, power, reflexes). Understanding the difference between these two key exams was a key learning point for preclinical medical students. This challenge highlighted that junior medical students may not fully understand the context of what they are learning – although experience of making the mistake in a hands-on approach is part of the learning experience, we began each session by defining the examination of the MSK system, putting it into context, and briefly explaining the difference between neurological examination.²³ This approach is recommended when approaching teaching examination in other students.

Results

This section describes an example CCC to illustrate what was constructed and illustrate key changes made to the lesson plan in the development process.

Gout was selected with the aim of emphasizing the importance of “looking” and “feeling” in MSK examination. Each CCC was constructed using PowerPoint, with custom animation utilized to allow students to think about numerous questions in each slide. Clinical-year medical students with at least 1-year hospital experience constructed each CCC, and key resources were utilized to ensure the development of a strong, factually correct clinical case. A simulated patient scenario was developed. This is a useful tool to develop examination skills.³¹

It is important to emphasize that before a CCC teaching session began, a summary of relevant anatomy and physiology needs to be discussed, utilizing life science resource center anatomy models. The importance of understanding anatomy and physiology has been shown in both physical examination and daily hospital practice.^32,33 Anatomy drawings were also utilized to teach the basic knowledge required, having been discussed as a “powerful” method of teaching.^34,35

The first brief case summary is designed to stimulate discussion and encourage students to ask more questions with regard to the case (Table 1). The SOCRATES mnemonic (Sight, Onset, Characteristics, Radiation, Associated factors, Timing, Exacerbating Factors, Severity) for history taking was encouraged due to its regular use and importance in clinical settings (Table 2).³⁶ An image of Henry the VIII was utilized to aid teaching with the “use of famous cases” which has previously been described to be beneficial in undergraduate teaching.³⁷

Table 1 Henry’s presenting complaint

A 46-year-old male presents to you, the GP, complaining of an extremely painful left foot, which came on after he stubbed it jousting yesterday. What do we want to know?

Abbreviation: GP, general practitioner.

Table 2 Exploring Henry’s presenting complaint

S – He says the pain started in his left toe

O – It started about an hour ago

C – The pain is throbbing

R – The pain does not go anywhere else

A – He has noted some hard nodules on his hands and ear

T – The pain is constant

E – Nothing makes it worse

S – He describes the pain as severe

Notes: SOCRATES, Sight, Onset, Characteristics, Radiation, Associated factors, Timing, Exacerbating Factors, Severity.

The rest of the medical history was then discussed, with each individual part appearing as a unique “custom animation” encouraging students to recall and ask the correct question (Table 3). Probable diagnoses were then discussed, with many students in this case suggesting gout.

Table 3 Exploring Henry’s history

PMHx: Probable diabetes, hypertension, and kidney failure

PSHx: None

Allergies: NKDA

Medications: On a diuretic for his hypertension, uses St John’s Wort and Achinesia regularly

Family history: He remembers his dad, Henry VII, having a similar problem

Social history: Smokes 15/day, drinks 30 units a week

Abbreviations: PMHx, patient medical history; PSHx, past surgical history; NKDA, no known drug allergies.

Because this was the first CCC of the three CCC sessions, the tutor demonstrated an examination on a simulated patient – discussing expected findings and emphasizing the importance of certain maneuvers when considering a diagnosis of gout. The sections highlighted are the parts of the physical examination which were emphasized in the “gout CCC”; the other sections were emphasized in later CCCs. The physical examination was simply divided into “Look, Feel, Move”, a commonly used teaching breakdown for MSK physical examination (Table 4).³⁸

Table 4 Examining Henry’s foot and ankle

Look

1. Expose lower limbs

2. Note walking aids, do bedside inspection

3. Examine footwear adaptations

4. Inspect front, sides, back, and gait

5. Ask patient to stand on toes, look for muscle wasting

6. Look for swellings, deformities, and muscle wasting

Feel

1. Ask about pain

2. Assess skin temperature over both feet

3. Look for areas of tenderness

4. Squeeze MTPJs

5. Palpate any swelling, edema, or lumps

Move

1. Active and then passive movements

2. Ankle dorsiflexion, plantar flexion, inversion, and eversion

3. Toe flexion, extension, abduction, and adduction

Abbreviation: MTPJs, metatarsophalangeal joints.

Finally, multiple-choice questions were utilized to stimulate self-learning and assess students understanding of the whole CCC (Table 5).³⁹

Table 5 Review question

Which of the following are risk factors for gout? (pick three)

a. Obesity [correct]

b. Bendroflumethiazide [correct]

c. Furosemide

d. Mannitol

e. Malnourishment

f. High-protein diet [correct]

g. High-carbohydrate diet

h. High-dairy diet

Figure 1 demonstrates a typical CCC conducted through the teaching model developed where the final figure illustrates the transition from the first to completed lesson plan.

Figure 1 Development of the teaching session.

Notes: The red text denotes structural and content changes made to teaching session throughout development. From the first session to the last.
Abbreviation: MCQ, multiple-choice question.

Benefits

The model developed offers preclinical medical students the opportunity to learn physical examination without the need for “rote” learning. The selection of “hand-picked” CCCs reduces the need for preclinical medical students to learn large volumes of clinical knowledge (often difficult so early on), while still being able to understand the reasoning for key physical examination maneuvers. It also gives preclinical medical students early exposure and understanding of clinical process of seeing patients from history to management which is an important factor in the educational development of medical students.^40–42 Medical students also developed their medical knowledge which is another important factor in medical school performance.⁴³

Limitations

This method has only been piloted in MSK teaching. It is important to test this method in teaching different physical examinations (eg, cardiovascular examination). This method of teaching and CCC production needs to be trialed by other tutors, medical students, and professional medical educators to demonstrate course repeatability. Since the cases need to be “hand-picked” to ensure that all maneuvers in the physical examination are covered, a significant amount of experience is required to teach using this method in a timely manner, ensuring that CCCs have critical information but without content and information overload for preclinical medical students. It is also suggested that in future sessions, objective questioning should take place to further understand how this method can be applied to other types of physical examinations.

Conclusion

Preclinical medical students rarely have the opportunity to practice physical examination on patients, which has been shown to be the most effective learning method. This article proposes the use of a CCC-based approach to teaching physical examination to preclinical medical students using a simulated clinical environment to develop an understanding of the basis of physical examination maneuvers. The CCC model offers a solution to help medical students understand and learn the basis of physical examination, giving them an option to avoid “rote” learning and removing the need for often unattainable volumes of clinical knowledge at this stage. Further testing of this model is required to ascertain whether the results of this approach can be repeated for other physical examinations.

Disclosure

The authors declare no conflicts of interest in this work.