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Key points
IDEAS
CONCERNS
EXPECTATIONS
Always explore the effect of the problem in ALL of these THREE contexts the
psychological, social and occupational (PSO).
Sometimes, the exploration of ideas, concerns and expectations (ICE) will give you
some idea of where to explore deeper in PSO terms.
Exploring the PSO helps BOTH YOU and the PATIENT.
It will make your
consultation loads easier. It helps in the following ways:
1. Exploring PSO helps you get a better understanding of the significance or
severity of the problem. For instance, someone might come in and say
theyve got backache and you might be thinking Oh no, not another one. But
if you went onto a PSO exploration and the patient then said I cant even get
up the stairs; Ive had to start sleeping downstairs. Ive even had to buy a bed
pan as I cant even walk to the toilet, hopefully you would sit up, be more
alert, ask deeper questions and do a more thorough back examination.
2. And in this way, exploring PSO protects you: making you sit up and do a more
thorough job of history and examination when necessary.
3. And by exploring the PSO, you enable the patient to truly express what they
want to say and get things off their chest. In that way, they feel theyve been
properly listened to; they now believe you got a good understanding of their
problem. As a result, they have trust and confidence in you. Exploring PSO
can be a powerful way of building instantaneous rapport.
4. Exploring the PSO also helps with other parts of the consultation, making
consulting life a lot easier for you. The most obvious three are: explanation
and management plan. Rather than giving a generic explanation of the
problem or the management. By incorporating the patients ICE and PSO into
the explanation and management plan makes it more interactive and tailored
to the patient. You can start giving specific advice on things that might make a
difference. I know you said that your work involved quite a bit of lifting and
bending, but are there any lighter duties that work could give you over the next
two weeks to help your back settle?
The scripts on the next page give you some scripts of first and second level
questions. To get to the heart of the matter sometimes you have to dig deep:
but you cant do that unless you have supplementary questions up your sleeve.
PSYCHOLOGICAL
SOCIAL
OCCUPATIONAL
Explanation is not simply you telling the patient about whats going on and
expecting them to be quiet and to listen. It is not unidirectional but Bidirectional.
That means it is a two way process. What you say and they say depends on what
each of you has said prior to that.
Avoid any medical jargon. Think of the patient as a family member or friend. What
would you say to them? It really is as simple as that. But somehow, trainees often
think they have to dress up explanations and the reality is that you simply dont.
Your job is to explain things adequately, cover anything else the patient wants to
know AND check theyve understood everything.
Below are some scripts that you can use for explanation the diagnosis. The second
level questions give you an alternative way of asking the first question.
Explanation is difficult to summarise in 2 pages. The least I could get it down to is 4,
but whats in these 4 pages is like gold dust!
We will look at checking understanding in another document.
1. Explanation - Signposting
Signpost that youre going onto the explanation and state your diagnosis briefly.
What you do here depends on what the patient has told you. Confirm anything which
they've said which is right and correct anything which isn't. Try and weave in what they
have told you so far into your explanation as much as possible.
You will need to put flexibility in your explanation to keep checking what the patient already
knows so that you can then continue to build on that.
A bit more about weaving: try and incorporate the patients health belief system in your
explanation. By patients health belief system I mean their ideas, concerns & expectations. Patients
are experts in their own lives and if you want them to accept your diagnosis/explanation of what is
going on (especially when it is at variance with theirs), then you need to start off with their
perceptions/thoughts. If those perceptions and thoughts are on a different track to yours, you need
to explain why you dont subscribe to their view and then go on to modify their thinking so that it
aligns with yours. To be able to do all of this, you need to go back and start from what they told you
when you explored their ideas, concerns and expectations. If you do this, the patient is more likely
to engage with you and the consultation becomes easy as they understand where you are coming
from and start having faith in you.
Examples:
You mentioned earlier that you were concerned that you might have angina. I can see why
you might have thought that, but in fact I think it is more likely to be muscular pain. Let me
explain why I don't think it is angina.
This rash is called psoriasis, and is caused by overactive cells in the skin, but it is probably not
affected by what you eat (having elicited food concerns earlier).
Yeah, I think your right: your irritable bowel syndrome is very likely to be related to the stress
you were telling me about earlier.
Key points
There are six parts to formulating a management plan and we will look at these in turn.
1. Signpost
2. Discuss treatment package or treatment options
3. Involve the patient
4. Facilitate decision making/the process
5. Reassure where necessary
6. Summarise periodically
In general, seek permission rather than being directive e.g. Is it okay if we... or How would you feel if I suggested xxxx? rather than You
must do xxx and yyy and zzz.
Reassure where necessary (and sometimes you might need to do this several times): I know you're worried about the chest pains coming
from your heart but let me reassure you again that.... or I sense that youre still worried about the pains coming from your heart. Can you
give me an idea of what would reassure you?
Remember, as the patient is the main one affected by the management plan, you must share, discuss and negotiate it with them. Otherwise
they won't engage. Clearly, sometime you, as the doctor, do need to take charge (e.g. Medical emgencies) but other than that, most
situations and their management plans should be done jointly with the patient.
Look at the next page for the scripts.
Learn these scripts off by heart. Practise saying them with patients. You will eventually add your own flavour to them in time.
If youve said there are three things which can be done to make your
(headaches) better but then remember a fourth, simply say 'Actually, I've just
thought of another thing we/you can do.
Help the patient by facilitating decision making especially if there is some difficulty coming to a decision.
First, detail each option
Then discuss the pros and cons of each
Now see what they prefer and don't prefer
Offer your professional opinion e.g. 'In my professional opinion, I think it would be best if...'
And that doesn't just mean doing it once. If the patient still seems worried, you need to do it again at the point where you spot that anxiety (i.e.
through their verbals and non-verbals).
e.g. Let me reassure you that I don't think your chest pains are a heart attack because...
7. Summarise periodically
Key points
After you have explained things adequately and covered anything else the patient
wants to know, you then need to check theyve understood everything.
When you are checking understanding, you are checking understanding for TWO
things:
A) that they have understood the diagnosis/explanation
B) that they have understood the treatment or management plan
And when you are checking the understanding of diagnosis and treatment, there are
TWO key elements involved if you want to do it successfully:
A) Exploring the patients understanding of the diagnosis or treatment
B) Giving a reactive explanation of the diagnosis or treatment in light of (A)
Below are some scripts that you can use for checking understanding.
Checking understanding