Setting Expectations

 

Setting expectations is part of the “Setting the Table” for teaching, which is the first step of the “3T Teaching Blueprint” (see below).

 

Setting & Background

In order to have effective teaching, the learner must understand his or her teacher. This is especially important in terms of understanding the educational expectations. Expectations act as a guide map or a barometer for the medical learner, once they understand what is expected of them they can tailor their behavior and actions to fit and meet these expectations.

This is important because the students may not fully understand the level of autonomy and type of teamwork that is needed to thrive in the clinical setting[i] This is especially important for medical students who really need the teacher to control the learning environment.[ii] Several studies show the positive effect of expectation setting.

  • Medical learners want preceptors to define expectations at the start of the educational experience (Kutzsche)[iii]
  • Poor setting of learner expectations is a major factor for negative rotation experience and when this is addressed, the experience significantly improves (Cherry-Bukowiec) [iv]
  • Expectation setting improves satisfaction for the staff, learners, and the attendings (Martha Regan-Smith).[v]

Expectation setting goes beyond just decreasing negative learner experiences; it is also needed for maximizing learning.

      • Setting clear learner expectations is critical for fostering rotation learning and conversely, failure to set expectations leads to negative learning outcomes (Tim Dornan) This is further supported by finding that learners tend to favor instructors who set clear expectations.
      •  Learners commonly list setting specific objectives, setting specific expectations, and setting clear goals as traits of a good teacher (Gary Sutkin).[vii]
      • Setting expectations was very important to create perception of a positive learning experience.[viii]

 

The Problem

Most residency rotations and medical school clerkships provide learners with rotation expectations at the start of the rotation. They are usually general, broad and not individualized. This is because, during a typical rotation, learners commonly work with several different attendings and thus, they experience a large variety of different expectations.

The pre-rotation list of expectations is usually generic and often fails to account for all of the different individual expectations that the learner will encounter on their rotation. The learner’s often become aware of these different expectations by means of negative feedback after they fail to do what is expected of them. This type of experience can form an overall negative feeling of the rotation due to increased level of frustration and increased sense of failure.

The only solution for this problem is for each attending to clearly define and explain their own individual expectations to the learner’s at the beginning of the educational experience. 

Setting Expectations Video

 

The Solution: How to set expectations

Setting expectations is very important for less experienced learners.

Expectations should be set early in the teacher-learner relationship.

The attending must first know his/her expectations in order to have the ability to set expectations. 

A lot of attendings don’t know what they expect. They have never thought about the specific actions and behaviors that they want from their residents. 

Determining what your “resident expectations” are is actually pretty easy. Thinking about the following can help you formulate your expectations.

  • Presentations: How do you like the residents and students to do their presentations?
  • Communication: How do you like the residents and students to communicate?
  • Behavior: How do you like the residents and students to behave? 
  • Orders: How do you like residents to put in orders?
  • Appearance: How do you like residents and students to dress?
  • Routine: How do you like to structure the day (rounds, admissions, sign-out)?

At the beginning of your time with the learner (resident or medical student) take 5-10 minutes to clearly explain your expectations to them. 

Of course you will want to include a disclaimer that states you may adjust or change your expectations to fit the needs of the situation. 

Below is an example of Dr. Stanley’s expectations

  • Another tip is to write your expectations down. If you are too busy, you can contact Dr. Stanley at the Office of GME. Dr. Stanley will write your expectations down and will distribute them to the residents in a method that you are comfortable with. 
  • References

    [i] Atzema C1, Bandiera G, Schull MJ. Emergency department crowding: the effect on resident education. Ann Emerg Med. 2005 Mar;45(3):276-81.

    [ii] Paukert JL1, Richards BF. How medical students and residents describe the roles and characteristics of their influential clinical teachers. Acad Med. 2000 Aug;75(8):843-5.

    [iii] Kutzsche S1, Kutzsche H, Dornan T. What do paediatric trainees require from their clinical supervisors? Acta Paediatr. 2014 Apr;103(4):e169-72. doi: 10.1111/apa.12534. Epub 2014 Jan 3.

    [iv] Cherry-Bukowiec JR1, Machado-Aranda D2, To K2, Englesbe M3, Ryszawa S4, Napolitano LM2.J Surg Res. Improvement in acute care surgery medical student education and clerkships: use of feedback and loop closure. 2015 Nov;199(1):15-22. doi: 10.1016/j.jss.2015.05.062. Epub 2015 Jun 5.

    [v] Martha Regan-Smith, MD, EdD, William W. Young, MD, and Adam M. Keller, MPH, An Efficient and Effective Teaching Model for Ambulatory Education Acad. Med. 2002;77:593–599.

    [vi] Dornan T1, Tan N, Boshuizen H, Gick R, Isba R, Mann K, Scherpbier A, Spencer J, Timmins E. How and what do medical students learn in clerkships? Experience based learning (ExBL). Adv Health Sci Educ Theory Pract. 2014 Dec;19(5):721-49. doi: 10.1007/s10459-014-9501-0. Epub 2014 Mar 18.

    [vii] Sutkin G1, Wagner E, Harris I, Schiffer R. What makes a good clinical teacher in medicine? A review of the literature. Acad Med. 2008 May;83(5):452-66. doi: 10.1097/ACM.0b013e31816bee61.

    [viii] Thurgur L, Bandiera G, Lee S, Tiberius R. What do emergency medicine learners want from their teachers? A multi-center focus group analysis. Acad Emerg Med. 2005; 12:856–61

Cardiovascular ICU Selective/Elective


Teaching Chief: Kartheek Nagappala MD

Description: Advanced Cardiovascular Critical Care rotation will allow residents to further develop their skills, knowledge and attitudes obtained during their previous rotations, specifically expanding on their critical knowledge to patients that are post cardiac surgery, major vascular surgery, and critically ill due to compromise of their cardiovascular system. The rotation will involve 21-22 12-hour shifts, similar to the EM core ICU experience. 

Availability: Generally available year-round and will occasionally share the experience with an Anesthesia co-rotator.

Scheduling: Schedule to be made by the rotator with final schedule approval by the teaching chief

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Community Emergency Medicine Elective


(PGY-3 only)

Teaching Chief: Various (depending on location)

Description: This is an opportunity to experience medicine across the care spectrum in a completely different cultural, social, and economic environment. From learning how to deliver sustainable care in critical access areas of the world, to experiencing Emergency Medicine as it is practiced elsewhere, the possibilities are endless. Previous residents have set up unique experiences in Uruguay, Thailand, Vietnam, and Tchad. Prior to thinking about an international elective the resident should consider travel, safety, health (vaccinations etc.), and financial concerns. Dr. Sukhija can help you guide you with strategies to set up an experience as each one is highly individual. 

Availability: Variable

Scheduling: Variable

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Palliative Care Selective/Elective


Teaching Chief: Ryan Howard MD

Description: The Palliative Care Selective or Elective is a 2- or 4-week inpatient rotation designed to expose the rotator to all aspects of inpatient palliative care. Residents will work alongside the palliative director and/or the palliative fellow along with the interdisciplinary palliative team throughout the rotation. The goal is to provide either PGY2 or PGY3 residents with an immersive clinical experience to learn more about inpatient palliative services.

Availability: Generally year-round, those interested in applying to Palliative Fellowship get precedence on the rotation as space is limited

Scheduling: M-F, 8am-5pm, with call shifts if required/desired per Dr. Howard

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Intro and Advanced Pharmacology Selective/Elective


Teaching Chief: Chadi Kahwaji MD, PhD and Savannah Lail PharmD

Description: A 2 or 4-week rotation where the resident works and learns alongside the ED pharmacists on assigned shifts. The Pharmacology rotation is designed to provide training concerning the application of pharmacology knowledge, pharmaceutics, drug information, medication safety, communication skills, critical thinking, pathophysiology, and therapeutics to the care of patients in an emergency department setting. The advanced rotation is for those who have already had the introductory Pharmacology rotation experience.

Availability: Generally year-round, but must contact PharmD teaching chief prior to choosing the rotation to ensure availability. 

Scheduling: Variable shifts, 10-shifts per rotation, to be assigned by PharmD teaching chief

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Pulmonary and Ventilator Management Selective/Elective


Teaching Chief: Leland Beggs MD

Description: This is a 4-week rotation based in the ICU, CVICU and ED. Residents will work side-by-side with designated respiratory therapists as well as core faculty physicians. The goal of this rotation is to focus solely on vent management and non-invasive ventilation techniques in patients with a wide variety of disease processes. Residents will be expected to manage vent settings for intubated patients in the ED, ICU and CVICU. Residents on service should gain an in-depth understanding of the events surrounding intubation, including strategies in pre oxygenation as well as the various drugs used for RSI and post intubation sedation. In addition, they will learn when to initiate, and how to manage non-invasive ventilation.

Availability: Generally year-round

Scheduling: M-F, 6am-4pm

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Radiology Selective/Elective


(Two-week experience) 

Teaching Chief: Ashkan Shahkarami MD

Description: The two-week Radiology rotation will provide the resident with an opportunity to learn normal and abnormal radiographic anatomy, recognize radiographic findings of common diseases, understand the indications for commonly ordered imaging studies, and learn the appropriate use of IR procedures. The goal of the rotation is to help the resident become competent in the use of imaging in the evaluation and treatment of disease.

Availability: Generally year-round, but must contact teaching chief before choosing the rotation to ensure availability

Scheduling: M-F, 8am-4pm, or as adjusted by the Radiology attending

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Wilderness Medicine Selective/Elective


Teaching Chief: Various

Description: The one-week wilderness medicine selective is offered twice a year at Kaweah Health, usually once in the Spring and once in the Fall/Winter. If not available during the allocated selective/elective block, previous residents have participated in 4-week experiences in Utah and Redding, CA. Experiences are variable and depend on the chosen course, so for this one touch base with Dr. Sukhija to see what is feasible both locally and away.

Availability: Highly variable, see description above

Scheduling: Highly variable

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Emergency Medicine Admin Selective/Elective


Teaching Chief: Kona Seng DO and Khoa Tu MD

Description: This is 2-4-week rotation in conjunction with the Department of Emergency Medicine Medical Director. The purpose of the ED Administration rotation is to provide an understanding of the administrative components of EM clinical services and operations. This will allow early exposure to ED administration to determine if the resident is interested in the administration and business of emergency medicine. The EM residents will attend all assigned meetings and participate in administrative projects. 

Availability: Generally year-round, will share the rotation with the PGY3 on their core admin rotation

Scheduling: M-F, 9-5pm, or as adjusted by the teaching chiefs

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Patient and Physician Advocacy and Street Medicine Selective/Elective


Teaching Chief: Kunal Sukhija MD, Omar Guzman MD, Lori Winston MD

Description: The Advocacy 2- or 4-week rotation is designed to be a self-directed customizable experience that will provide immersion into various aspects of physician and patient advocacy. The resident will be able to participate in local, state-wide, and national (schedule permitting) advocacy efforts while simultaneously learning about effective strategies to engage community leaders, legislators, and the local constituency. The rotation will offer experiences in both the legislative and community advocacy (the latter will be based in the Street Medicine program). 

Availability: Generally year-round, however certain months tend to be better given the yearly CMA, AMA, CalACEP, ACEP schedules. Touch base with Dr. Sukhija prior to choosing this elective in order to ensure you can get the individualized experience you desire.

Scheduling: Highly variable depending on advocacy events and meetings, Street Medicine tends to hold its events on Friday

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Performance and Quality Improvement (PI/QI) Selective/Elective


Teaching Chief: Chadi Kahwaji MD, PhD

Description: The Performance Improvement (PI)/Quality Improvement (QI) selective rotation will provide exposure to ongoing PI and QI efforts at KDHCD and provide opportunities for the PGY2 or PGY3 EM resident to become involved in PI/QI projects on an individual, departmental, or institutional level. The resident will join the Emergency Medicine PI director in the regular duties of chart review, M&M conference coordination and presentations, and committee meeting attendance as appropriate. It also offers time for the resident to work on their PI/QI project as part of residency graduation requirements. 

Availability: Generally year-round

Scheduling: Variable depending on meetings and current on-going projects

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Public Health Elective (PGY3 only)


(PGY3 only)

Teaching Chief: Karen Haught MD MPH, Tulare County Public Health Director

Description: This is a 4-week rotation with the Tulare Public Health Department designed to expose the rotator to all aspects of public health. Residents will work alongside the Tulare Public Health Director and/or the epidemiologist throughout the rotation. The goal is to provide PGY3 residents exposure to the role of the local public health department in the community. Residents will be expected to work at the Tulare Public Health Department and contribute to a community health project of the resident’s choice.

Availability: Generally year-round, though an interested resident should first contact Dr. Haught prior to selecting this experience (Dr. Sukhija will help you with contact information)

Scheduling: M-F, 9-5, though historically it’s been less than this as independence is given to work on the resident’s chosen project

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Research Selective/Elective


Teaching Chief: Chris Patty DNP, Director of Research

Description: The goal of the resident research rotation (2 or 4 weeks) is to improve the resident’s understanding of how new knowledge is created and translated into practice.  At the end of the rotation, the resident will present a deliverable which demonstrates ACGME competencies in knowledge development and translation. Many residents choose this rotation in order to work on their chosen Scholarly Activity as part of residency graduation requirements. 

Availability: Generally year-round, the resident must contact the director of research 4-weeks prior to the rotation in order to state deliverables and set up the rotational requirements.

Scheduling: Variable, generally self-directed independent work

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Simulation and Education Selective/Elective


Teaching Chief: Kim Sokol MD

Description: This is a 4-week rotation includes developing simulation scenarios, teaching simulation-based educational sessions, and assisting in daily operations in the simulation center. The rotation’s purpose is to develop skills associated with teaching. The rotation will provide an introduction to simulation with multiple adjuncts such as high and low-fidelity mannequins, task trainers, and the use of standardized patients.  A basic understanding of simulation-based education and debriefing will be taught along with basic principles associated with adult education. The resident must choose teaching shifts as their clinical experience.

Availability: Generally year-round

Scheduling: Variable, to be determined with the teaching chief prior to the rotation start date

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Teaching Elective with Dr. Stanley


(PGY3 only)

Teaching Chief: Michael Stanley DO

Description: This 4-week rotation is a highly-desired advanced elective rotation for PGY3 EM residents. It is intended only for those residents who are serious about improving their ability to teach AND lead. This rotation is as much about leadership as it is about teaching because both utilize the same skill sets. Residents will gain knowledge in effective communication techniques while learning about the underlying psychology of teaching, learning, and leadership.

Availability: Generally year-round

Scheduling: 12 10-hour shifts to be scheduled in accordance with Dr. Stanley’s clinical schedule, along with didactics (also to be scheduled with Dr. Stanley prior to the start date). If Dr. Stanley has less than 12 shifts, then the remainder can be completed with either Dr. Oldroyd, Dr. Sokol, or Dr. Alexeeva.

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Advanced Ultrasound Selective/Elective


Teaching Chief: John Hipskind MD

Description: This 4-week rotation is designed to augment the resident’s diagnostic (and therapeutic) skills in relation to the ultrasound, and to explore more advanced US modalities such as TEE. The resident will gain experience with nerve blocks, enhanced approaches to the core EM ultrasound studies, and explore novel ways to use the ultrasound in the ED setting. They will work alongside the teaching chief as well as the ultrasound fellows.

Scheduling: The expectation is to be scanning daily M-F, with weekends off. Due to PGY1 EM rotators and the popularity of this selective/elective, there may be many residents on rotation, and thus scheduling must be in conjunction with Mia Zavinovich and Dr. Hipskind prior to the start of the rotation. 

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International & Global Medicine Elective


(PGY3 only)

Teaching Chief: Various (depending on location)

Description: This is an opportunity to experience medicine across the care spectrum in a completely different cultural, social, and economic environment. From learning how to deliver sustainable care in critical access areas of the world, to experiencing Emergency Medicine as it is practiced elsewhere, the possibilities are endless. Previous residents have set up unique experiences in Uruguay, Thailand, Vietnam, and Tchad. Prior to thinking about an international elective the resident should consider travel, safety, health (vaccinations etc.), and financial concerns. Dr. Sukhija can help you guide you with strategies to set up an experience as each one is highly individual. 

Availability: Variable

Scheduling: Variable

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Patient Callbacks and PBLI form


Patient callback instuctions - complete 12/block when you are on the emergency medicine service

PBLI form - complete 4/year to reflect & self-evaluate your patient care

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