Recognizing and Responding to Learners’ Mental Health Challenges: Academy Fall Retreat 2024
LORI NEWMAN: OK, so now it is time to switch gears and introduce our Fall Education Retreat on Recognizing and Responding to Learners’ Mental Health Challenges. So as educators, supervisors, and mentors, we play a critical role in fostering our learners’ academic success, clinical competence, and emotional well-being. But as we know, healthcare training can be intense. Responding and speaking openly about our own and having learners speak openly about their own mental health requires a great deal of courage. It’s critical that we cultivate educational environments where learners feel supported and safe in seeking help.
During this retreat, we are going to explore how to better understand and address the unique mental health challenges of health professional learners. And by learners, you know, in the academy, we mean students, trainees, new hires, new students, people who are learning, yourselves, your colleagues, basically, if you are learning at the hospital, you’re considered a learner. We want to focus specifically today on taking the first steps in approaching our learners and responding so that they feel safe seeking help for their mental health challenges.
So it’s my honor and pleasure to introduce our two facilitators for today’s session. First, I’d like to introduce and welcome Mike Boutin, who is an Assistant Dean for Faculty and Student Success in the School of Health and Rehabilitation Sciences at the MGH Institute for Health Professions, or IHP. Mike is a Certified Executive Coach and is also a Certified Mental Health First Aid Instructor, training clinician educators, faculty, and students in the signs and symptoms of mental health challenges and how to respond.
Mike received his doctorate of education degree in organizational leadership from Northeastern University. Prior to joining IHP, Mike worked for more than 20 years as a clergy person, and after that, worked as an adjunct professor teaching comparative religions and end-of-life issues. Mike will be taking the lead in our retreat today.
Erica Lee, one of our greatest supporters of the academy, is an Attending Psychologist on the Outpatient Psychiatry Service. She’s also Training Director of the Psychology Internship Program and an Assistant Professor in the Department of Psychiatry at Harvard Medical School. As a clinician educator, Erica provides supervision and teaching to help expand the behavioral health workforce, increase access to mental health care, and enhance family and clinician wellness. Thank you, Erica, for joining us and help lead today’s session.
So now we’re going to switch slide sets. And I am going to hand this over to Mike to take the lead.
EMILE R. “MIKE” BOUTIN, JR: Thanks so much, Lori. And thank you, everyone, for being here. My name is Mike Boutin. And I want to take the opportunity to thank Lori and Ginny for the invitation to be with you this afternoon, to be able to share some of this really important and timely work.
So let’s just jump right in. Good educators always need learning objectives. So we have four learning objectives for you. We’re hoping that by the end of this opportunity together, that we’ll all be able to recognize early warning signs and symptoms of mental health challenges, that we will be able to apply a practical, evidence-based framework to support learners who might be experiencing mental health challenges.
We’re going to expose you to a skill set of non-judgmental support, things like active listening, maintaining empathy, and giving reassurance. And we will also provide you with some resources, both some local and some national resources, to help reduce stigma and to promote help-seeking behaviors in the learning environment. So that’s where we’re heading just so you have the overview.
And here’s an agenda. So we are going to begin by introducing you to Maria. Maria is a way to frame our subsequent conversations.
Maria is a bit of a case study that we’ll be unfolding over the course of the afternoon together. I want to spend some time setting the context, doing a bit of an environmental scan. So we’ll share some global and some national health statistics that will only, I’m sure, reinforce your own sense of the lay of the land these days in terms of mental health.
Then I want to introduce you to a program called Mental Health First Aid and its model or framework, which is called ALGEE. We’ll explore that. That ALGEE model is a five-piece model. We’re only going to look at three of those pieces, the assess, approach, and assist component.
Erica is going to lead us through an examination of the idea of listening without judgment. I’m going to return to looking at giving reassurance and facts. We’ll share some resources through all of this. We’ll take you through some exercises to apply some of the skills. We’ll wrap up with some Q&A. So that’s where we’re heading.
So let’s spend a minute meeting our guest, Maria. For the past month, you all have been the supervisor for a novice learner. Maria is a 25-year-old female. She has two small children, ages 4 and 2. Maria’s been working at BCH for about six months.
Typically, baseline, if you will, Maria is very friendly, she’s pleasant, she’s outgoing. She has a very strong work ethic. She asks thoughtful questions about her patients.
She is well-liked by colleagues and staff. And patients have started to ask for her. So we’re hoping that this little case study has created sort of an image in your head. And we’re going to revisit Maria as we move through our material.
So let’s start by hearing from all of you. We’re going to ask you in the chat– just drop into the chat– what changes have you noticed in your learners’ mental health concerns since 2019, so pre-COVID. So what changes have you noticed? Just feel free to drop it in the chat. We’re going to call out some of those responses.
Anxiety, more easily overwhelmed, anxiousness, isolation, seeing lots of anxiety, challenges with short-term memory, burnout, lots of burnout, lower threshold for change, defensiveness with criticism, more quick to talk about mental health, less patience, frustration, tolerance decreased, decreased coping. I’m seeing lots of isolation, anxiety, depression, less outgoing, worried about engaging with others, less open to feedback. We’ve seen that a few times.
Need for more accommodations, fatigued, decreased engagement, decreased confidence, more difficulty finding and setting up therapy, yeah, absolutely. Lack of boundaries on communications, overwhelmed, yeah. See if I’m missing anything.
Well, some really great responses. Thank you for sharing that. It certainly sounds like there’s a consensus that mental health concerns and needs have definitely grown, increased significantly since COVID. And that’s definitely what we read in the literature and hear anecdotally in college campuses, for example, across the country.
A couple of polls to share with you as well. So a Zoom poll, how comfortable do you feel responding to a mental health challenge in a work setting, and are you familiar with the Mental Health First Aid program. You should be able to respond to these polls right in Zoom.
Then we’ll be able to take a look at where you’re at. The first one is a Likert scale and the second one is basically a yes/no response. Yes, no, somewhat.
And, Ginny, the wizard behind the screen, is going to be able to show us those results when they’re ready.
GINNY DO: Mike, do you See them on your screen?
EMILE R. “MIKE” BOUTIN, JR: We do not.
ATTENDEE: I can see it.
GINNY DO: Oh some folks can see it.
EMILE R. “MIKE” BOUTIN, JR: Oh.
GINNY DO: I can read them out loud. It looks like–
EMILE R. “MIKE” BOUTIN, JR: That’d be awesome.
GINNY DO: Yeah, no worries. About 40% feel “somewhat comfortable.” That’s the majority. Then it balances out to “comfortable with some assistance and guidance,” and then “not comfortable at all,” and a few feel “pretty comfortable.” And then, about 80% are “not familiar” with it. And we have a small percentage “somewhat” and “yes.”
EMILE R. “MIKE” BOUTIN, JR: Perfect. Thank you for that. So it sounds like we’ve got some folks across the spectrum in terms of comfort dealing with the mental health challenge and that the overwhelming majority are unfamiliar with Mental Health First Aid. Does that sum it up, Ginny? Awesome. OK, thank you for that.
Let’s dig into some statistics. I admit these were starker. These are as of 2023. And they are starker than even I thought. These are newer statistics than I have been using recently in similar presentations. And the numbers have gotten worse.
So this is Harvard Medical School’s work. At the global level, one out of two will experience a mental health issue in their lifetime, half the room. And that obviously is not– we’re not talking just about learners, right.
These numbers are not specific to our learners. They are specific to all of us. So half of any group of people that we are interacting with, dealing with, in classrooms with, in workspaces with, will likely experience a mental health issue in their lifetime.
The three most common mental health disorders– and there are gender breakdowns around this. So among women, it is PTSD, post-traumatic stress disorder first, then depression, and then what’s called in the literature “specific phobias.” Specific phobias are what’s defined as an extreme fear of objects or situations that pose little or no danger, but make you highly anxious, tend to be long-lasting, without treatment, tend to last a lifetime.
So think claustrophobia, arachnophobia, those kinds of phobias. That’s specific phobias. So among women, PTSD first, depression, specific phobia. Among men, alcohol abuse, depression, specific phobias.
In the national statistics, the numbers are equally dire. One out of four folks over the age of 18 had any mental illness in the past year, one out of four. 5% over the age of 18 had serious thoughts of suicide. 1.4% made a plan regarding suicide. And 0.6%, which accounts to about 1.5 million people, attempted suicide last year.
And in terms of youth, 4.5 million youth ages 12 to 17 had a major depressive episode in the past year. And out of that, 4.5 million, 20% of them also had a substance use disorder.
Those are staggering numbers, hence the real need for a program like Mental Health First Aid.
So I wanted to spend some time introducing you to the model. Mental health first aid training teaches members of the public how to help a person who is experiencing varying degrees of worsening mental health challenges. Like traditional first aid training, mental health first aid training doesn’t teach people to treat or diagnose mental health or substance use conditions. Instead, the training teaches people how to offer initial support until appropriate professional help is received or until the crisis resolves or dissipates.
Mental Health First Aid as a program was developed in Australia in 2001. It is absolutely evidence-based, deeply researched, came to the US in 2008 through the National Council for Behavioral Health with a collaboration among the states of Maryland and Missouri. Subsequent to 2008, there have been new versions of Mental Health First Aid that have been developed for youth and teens. And during COVID, they developed specific initiatives for first responders and for veterans.
Mental Health First Aid’s model is the acronym ALGEE. You can see the graphic on the right-hand side of your slide. ALGEE centers around the hub of that circle, which is assess. The mental health first-aider is always engaged in assessing the situation.
And then, the A is assess, approach, and assist. The L of the acronym is to listen non-judgmentally. The G is to give reassurance and facts. And then there are two E’s. The first E is to encourage professional help. And the second E is to encourage self-help.
Today, we’re going to be focusing on developing skills in the three A’s, assess, approach, and assist, listening non-judgmentally, and giving reassurance and facts. One of the things that’s key about this ALGEE model is that it’s nonlinear. So it’s not like you have to make your way through the acronym, A-L-G-E-E. You move in and out as you assess, depending on the situation that you find yourself in.
The intention of the 7 and 1/2 hour training, the actual training, which leads to a three-year certification, is to provide information and skills. It is not a therapy or support group. Obviously, in the little bit of time we all have together this afternoon, this workshop is not– and I really need to be clear about that– this is not Mental Health First Aid Certification training. It’s really just an opportunity to be exposed to a program’s best ideas, to develop some skills that will help you in your work with learners and beyond when you’re dealing with a mental health challenge. And if what you hear today is interesting to you or you think might be worth exploring more deeply, certainly you’d be encouraged to explore the full 7 1/2 hour training and get certified. And I’m happy offline to be able to help facilitate that or point you in the right direction if it comes to an interest in getting actually certified.
So the first place we want to start is in the three A’s, assess, approach, and assist. The Assess component is about recognizing the signs and symptoms. The Approach is about initiating the conversation. And the Assist is about providing immediate support and referring to professionals. And we’re going to break each one of those down now.
So let’s start with Assist. Let’s start with assess, rather. Assess is really about looking out for signs and symptoms of what could potentially be a mental health challenge and having the “Spidey sense,” if you will, always being alert to possible signs and symptoms, looking for them, and then being able to approach and assist.
So according to NAMI, that’s the National Alliance on Mental Illness, here are some common signs and symptoms of a mental health challenge, things like excessive worrying or fear, feeling excessively sad or low, confused thinking or problems concentrating and learning, extreme mood changes, uncontrollable highs, feelings of euphoria, prolonged or strong feelings of irritability or anger, avoiding friends or social activities, difficulties understanding or relating to other people, changes in sleeping habits or feeling tired or low energy, changes in eating habits, such as increased hunger or lack of appetite, changes in sex drive, difficulty perceiving reality, so it could be like delusions or hallucinations in which a person experiences and senses things that don’t exist in objective reality, an inability to perceive changes in one’s own feelings, behavior, or personality, a lack of self-awareness or insight, overuse of substances like alcohol or drugs, multiple physical ailments without obvious causes, such as headaches, stomach aches, vague and ongoing aches and pains that don’t have a medical explanation, thoughts about suicide, inability to carry out daily activities or handle daily problems with stress, or an intense fear of weight gain or concern with appearances.
Now, obviously, when I rattle through that very long list from NAMI, you might be listening and thinking, some of these signs and symptoms can obviously indicate other health challenges. And so one of the things you’re going to hear about, and certainly one of the things that we dig into a lot in the comprehensive mental health first aid training is the idea of baseline. When you’re dealing with things, especially like physical appearance, hair, clothes, personal hygiene, those things are really about baseline, knowing what the baseline is and being able to measure against the baseline.
Some of those things can absolutely be like, person condition. People have different habits. They have different baselines. And so, in those cases, having some previous knowledge of the person can be really helpful as you’re doing that assessment.
Another thing to be assessing when you’re thinking about a potential mental health challenge is risk factors, like trauma or stress or substance abuse. Risk factors, according to the CDC, the Center for Disease Control– this is an interesting list. The CDC points to risk factors for mental health challenges like social drivers, such as experiencing interpersonal and institutional discrimination.
So those are systemic issues. Those are not like individual issues, but rather, systemic issues that can lead to mental health challenges, lack of access to housing or healthcare or education, lack of access to employment, economic opportunities. All of those are systemic.
Adverse childhood experiences, other types of interpersonal violence, social isolation, poor emotional well-being or coping skills, ongoing or chronic medical conditions, such as a traumatic brain injury, cancer, diabetes, excessive use of alcohol or drugs, all of those can be potential risk factors that need to be assessed as you’re thinking about a potential mental health challenge.
So let’s revisit Maria. We introduced her at the beginning. Now, this is going to be the first time we have an opportunity to interact with Maria, except that now that we’ve met Maria, lately, you notice that she’s coming in late.
A colleague mentioned to you that Maria seemed a bit off her game. That’s the language that the colleague used. And someone else stated that the last few times they saw Maria, she seemed– you can imagine the air quotes– “disheveled” and “not as put together as usual.” Yesterday, Maria told you at the last minute that she needed to leave early.
So in the chat, when you’re thinking about what you just saw and heard about Maria, what are some of the signs and symptoms of a mental health challenge do you recognize in Maria at the moment? Behavior that’s atypical, stress, coming in late, difference from baseline, changes in the usual behavior, changes in behavior, possibly feeling overwhelmed, changes in behavior, stress, her appearance, great. Not focused, terrific.
The case mentions that she needed to leave early. That could or could not be some sort of indicator, might be information just to file away. But it isn’t in itself a cause for concern. We simply don’t have enough information. Not caring for herself as usual, not focused, that’s great. Terrific, some good assessment skills.
So let’s move from assess to approach. So now we’ve done the assessing. That’s helpful. But for the purposes of the person in a potential mental health challenge, they need more than your observing from afar. Approaching is important. So we want to look at things like how to initiate a conversation, how to create a safe environment, and how to use some nonverbal skills.
When you’re thinking about approaching a person, here are some things to consider. First of all, talk with them privately. Where you have this kind of a conversation is really important. And when you think about privately, you also want to think about location.
And location also has to do with one of the things that’s going to come up quite a few times, actually, in the course of this training today is the idea of hierarchy and power dynamics. And so being aware that even location– this is a field called proxemics. But literally being aware of your position, where you’re having this conversation can make a huge difference in terms of how the person feels safe.
So, for example, if you’re a supervisor and you typically meet with someone behind a desk. For this kind of a conversation, you want to get out from behind that desk because that desk represents authority. And so you want to find a way, if you’re going to have this conversation in person– and I’d encourage you to do that– you want to get out from behind that desk.
You want to level the playing field. You want to make sure that you’re at the same level as them and that you do it in a private location, ideally, not your office. Your office represents your authority. Maybe go have something to drink with them somewhere else. Maybe go outside. Maybe go to some neutral place.
When you approach them, they may downplay the seriousness of your concerns because of your relationship or because of some power dynamics. They may not even recognize that there’s an issue yet. Regardless of their response, you never want to pressure. Instead, you simply want to reassure them that you are there when they want to talk.
You want to use “I” statements. This is just good communication skills. You want to say things like “I have noticed,” “I am worried,” “I am wondering,” “I care about you.” One of my favorite expressions in a conversation like this is “help me to understand.”
So it’s approaching the person with curiosity. In terms of being able to create a safe environment, it’s all about power dynamics. It’s about assuring them of confidentiality if you can do that. It’s being aware of your location, your tone of voice, your eye contact, your body language.
You want to make sure, in terms of your body language, that it’s open, that it’s non-defensive. And what does that mean? It can be as simple as making sure that your facial demeanor isn’t harsh. And we all need to know ourselves in this regard. Some people’s baseline face is harsher than others. Some people have more of a smile on their face all the time. Other folks tend to have a sort of flatter affect. You want to know what your baseline is when you have these sorts of conversations so that your face can communicate openness and non-defensiveness.
You definitely don’t want to cross your arms or legs. It could just be cold in the room, but that other person doesn’t know that. And your crossed arms or legs communicates a closed affect. You want to make sure that your tone and your cadence are inviting, welcoming, gentle.
Did you notice how I literally just brought the tone of my voice down? We have to know who we are in the world. I have spent a lifetime doing public speaking. I tend to be loud. And that can sometimes come across as harsh.
So when you’re having these kinds of conversations, the tone needs to be softer, the cadence needs to be slower. You want to keep your word choices simple so that there’s no lack of understanding. You want to make sure that you use good eye contact. And you want to be really affirming.
Especially, you don’t want to assume. That’s why, in this last case we talked about with Maria, when Maria calls in late, we don’t want to assume. Instead, we want to approach Maria with curiosity. Help me to understand what’s going on in your world that I don’t understand. And when we approach, one of the things we always have to keep in mind is sometimes people don’t want my help.
For a host of reasons, people may not want my help because I’m the white older guy in the room, because I’m a person of authority, because it’s me. And I need to get my ego out of the way, because the most important thing in this moment is to get that person help and support. And so if I’m not the right person, I just want to be able to say to that person, I’m happy that I can connect you to somebody else or who do I need to put you in touch with. Why may people not want me or why might not want help in a given moment, there are lots of reasons to consider– cost, stigma, logistics of getting help, self-awareness.
But whatever those things are, it’s really important for the Mental Health First Aid person to remember it’s not about you. It’s about getting them connected to the support that they need, which brings us then to the third A of assist. And how do we do that? How do we assist without being a therapist and without pretending to be a therapist, encouraging them to get professional help and discussing boundaries?
So one of the things that gets done over and over and over again in Mental Health First Aid is this idea that Mental Health First Aiders do not diagnose. Now, in this room, many of you in your professional roles, in fact, do diagnose. But when I’m hosting a full 7 and 1/2 hour Mental Health First Aid training in a local town, we’ll say, or with first responders or with just local townsfolk, we need to remind them over and over again that they don’t diagnose. Instead, in this role, we assess, we approach with curiosity and empathy, and we provide support.
Something like this, I’m here for you, you’re not alone, how can I help here, can I connect you to professional help, like mental health services, therapists, docs, psychiatrists, support groups, addiction or trauma support. It can be helpful to remind them of whatever support systems they already have in place.
They might already be connected to a 12-step group. They might already have family and friends. They might be connected already to a counselor. It can also be helpful to have access to local and national resources. And later on in this training, we’re actually going to share one list that you can keep at the ready. You want to be connecting them to self-help, reminding them of good self-care practices, like exercise, sleep, nutrition, friends and family, healthy coping strategies.
And in this work, it’s really important to be able to set some– even as we’re assisting, really important to be able to set some very clear boundaries. Anyone engaged in this work at all knows it can be all-consuming. And so probably the biggest tip I can offer in this regard is not to offer false promises, so not to say something like, I’ll always be there for you, because I can’t.
I have a partner. I have a cat. I have vacations. I have days off. I go out of town. So I can’t say to someone, as much as I care for them or as much as I want to see them get better, I can’t say realistically, I’m always going to be there for you.
And so being able to set clear and reasonable limits and then keep to them, it is ultimately what’s in the best interests of that person who’s having the mental health challenge, to know that you will be there when you can be there and that they can count on you in some times without having unreasonable expectations. And of course, that also means not being the only person who holds the story, but instead, bringing others in so that you’re not holding that person’s story alone, that you’re checking in with supervisors or consulting with colleagues or connecting them to other services so that you are not the only person holding that person’s truth.
So let’s revisit Maria again. So in this next iteration, Maria tells you that her oldest child was just diagnosed with autism. She doesn’t know what to do. Her family lives overseas. When her partner found out, he left and told her he doesn’t want to deal with a sick kid and that he always said her family was messed up.
So we’re going to send you off into some breakout rooms now. And we’re going to ask you to explore in these breakout rooms these three questions. The first one, what might you say to Maria to start a conversation about her mental health.
And I’m going to challenge you, us all, to not get stuck in ideas. So don’t just say something like, well, we need to say something empathetic to Maria. Instead, I’m going to challenge you in your small groups to formulate language, come up with real sentences, conversation starters.
How would you begin this conversation with Maria? What would it sound like? And work together in your small groups to fine tune that language. Here, get feedback from one another about what really seems to work or what might feel right in your mouth when you actually say it.
And then, after you’ve done some of that, spend some time looking at the other two questions. What are some of the considerations you need to keep in mind as you begin this conversation with Maria? And what if she’s resistant? Then what else might you say?
Ginny’s going to open up the breakout room. She already has shared a breakout handout. So you should open up the handout before you go enter the breakout rooms so that you have access to it, so that you can work from it. And then you can click into your breakout rooms. And Ginny, we have about 15 minutes for this, is that right?
GINNY DO: I think I’ll bring it down to 12, if that’s OK.
EMILE R. “MIKE” BOUTIN, JR: Yeah, that’s great.
GINNY DO: Cool, all right.
EMILE R. “MIKE” BOUTIN, JR: And so we’ll give you the 1-minute warning when the breakout rooms are about to close. All right, about what number am I waiting for, Ginny?
GINNY DO: It looks like everyone’s back now.
EMILE R. “MIKE” BOUTIN, JR: OK, great, thank you. Welcome back, everyone. Hopefully your conversations in your breakout rooms were robust and helpful. We want to spend just a couple of minutes just debriefing the first question since this is the practical skills question, really, on what might you say to Maria to start a conversation about her mental health.
What are some of the phrases that you heard that are staying with you in your small groups? You can either simply Unmute and speak up. Or you can drop it in the chat. So what are some of the phrases that you found helpful?
ATTENDEE: This is Sonia. We talked a little bit about open-ended phrases, starting with, tell me what’s going on with you or how are things going. And then we also talked a little bit about the exact opposite, like identifying– I noticed, blank, you’ve been coming late a lot, especially if it’s work-related to start from a point of commonality, the work. So I think we talked about both of those approaches, which are in some ways opposite but can be changed maybe depending on how the person responds, how Maria responds.
EMILE R. “MIKE” BOUTIN, JR: So what strikes me in that, Sonia, is the ability to start in the observation, so “I noticed,” and then to move to an open-ended question, tell me about that or what’s going on, so that the observation is factual. But the open-ended question then gives the other person the opportunity to fill in the blanks and provide the empathetic context.
What can I do to help support you, I see. Thank you for sharing with me. Acknowledging that this is a lot for one person to deal with all at once. Do you want to just chat or do you want advice?
So we’re actually going to talk a little bit about advice. There can be some challenges with advice. Mental Health First Aid never gives advice. The problem with advice is it’s my advice, it’s my world, it’s my– the word we use at IHP often is “positionality.”
I have a particular approach to the world. I’m white, I’m older, I’m gay. I am particularly educated. That gives me a certain approach to the world.
And so the advice I give comes out of that experience, which is limited. So we don’t advice give in Mental Health First Aid. It’s much more the coaching model of giving them the opportunity to explore possibilities or to connect them with resources.
I know you’ve been handling so much with your family, especially with your son’s recent diagnosis and everything going on. How are you feeling with everything? Must be overwhelming. You don’t seem yourself.
Would you like to go for a cup of coffee and talk? Great, I’m seeing really good– anything I’m missing, rest of the team? Acknowledging a struggle first, offering support. So the validation of the feelings is a really important one. What you’re going through must be really intense or extremely difficult. This must be really difficult. Those kinds of validation statements are really helpful.
Rebecca, I love, that sounds hard, how are you holding up, yeah. Really good stuff, folks, Ah, great. OK, thank you, Katie. So Katie clarified, do you want to chat or do you want resources? Yeah, exactly, great.
Can I offer you some resources that might be helpful, terrific. Yes, not everyone wants to problem solve. Sometimes it just needs to be listening. And that is a great way for us to move into our next section. But before we do that, we’re going to give you a break. See you back in 8.
ERICA LEE: Hi, everyone. I’m Erica. I’m going to give Mike a break from all his great speaking. Thanks so much to Mike and to Lori and Ginny and the team for inviting me to participate.
So we’re just going to spend a few slides talking about what we’re calling deep listening skills. In the official framework, it’s called listening without judgment. So first, I’m just going to review the main goals when we’re thinking about being a deep and active listener. Then I’m also going to share some specific tips in the slides ahead about how to listen without judgment.
So the three goals for deep listening or what Mental Health First Aid calls, again, listening without judgment or listening non-judgmentally, so first, to really hear and to understand what is being said. And this sounds obvious when we’re talking about using the word “listening” or being a listener, but a common reaction for most people when they’re listening to someone talk is to react in some way, either by responding, thinking about what your response will be, asking questions, even offering solutions.
And so this is just really a reminder within the framework that most people are having a hard time just want to be heard before being offered options and resources. And I’m thinking back to some of the great comments in the last chat. I think Katie had started that around sometimes folks don’t want to jump right to problem-solving. And really, we just don’t want to shortchange this piece of listening deeply and listening really, genuinely and carefully.
The second goal is to make it easier for the individual to feel that they can talk freely about their problems without being judged. This is obviously important. And for any of you who’ve tried to talk to someone, we’ve all had times when we’re feeling overwhelmed or down, and if you call back to your own trainee days, it’s especially tricky if a supervisor or someone who’s responsible for your training and your progress in some way is the one trying to talk to you about this.
That fear of judgment is usually quite high. But even just for us, even when you’re talking to a colleague and you’re having a hard time, no one wants to feel judged. So this is really saying to you that when you are trying to genuinely listen to someone, you want to approach them in a sincere and an open way. So if you adopt a caring, non-judgmental attitude with someone who’s having a mental health challenge, they’re going to be more likely to open up to you and they’re going to be more likely to engage in that conversation with you.
And it’s also important just to remember that this doesn’t mean you necessarily have to agree with them. I’m going to talk a little bit about that more when I give another nod to validation in a few slides. But really just being accepting that someone is having a certain lived experience, it doesn’t have to be the same that you have. The way that they’re responding doesn’t have to be the way that you would respond. Oftentimes, hearing about folks having mental health challenges can just prick a lot in ourselves, and so just being mindful of that.
And then the last goal, of course, is to respect the individual’s culture. Depending on how you know a learner, and we’ve talked about that a fair amount in other academy seminars, is that sometimes we have learners and we have them for a week or two weeks, sometimes we have learners where we have a lot more time and we’ve known them maybe for a year or month, but depending on how well a person, you may or may not know what identity factors feel most important to them or what relevant lived experiences are even part of the story as you’re approaching someone and starting this kind of conversation. So you just want to try to be sensitive to the idea that how people express themselves, what their norms are for emotional expression, verbal expression, do they feel comfortable asking for help, that these may not be the same as yours, and so trying to have that mindset of I may not really know what’s going on here and how do I be open and sensitive.
And then the key attitudes, unsurprisingly, for deep listening, are acceptance, genuineness, and empathy. So acceptance is really this idea of respecting another person’s feelings, their values, their experiences. Again, they are valid even if they’re not the same as yours or if you disagree.
Your goal, if you’re thinking about using this kind of Mental Health First Aid framework in approaching a learner, is not to judge, not to criticize, and really importantly, not to minimize what they say, even, again, if it maybe doesn’t quite align with your own attitudes or beliefs. So an example might be something like, I see someone’s having a hard time. And what I’ve actually noticed on the outside is that this learner is really disengaged, seems sort of dismissive and irritable, isn’t completing their work on time. One interpretation might be, oh, they’re weak or they’re lazy or they’re not committed to this training program. Another perspective is they’re having a mental health challenge and they’re trying their best, and we don’t have the full story.
In terms of genuineness, so again, demonstrating sincerity, acceptance. Mike gave some great tips before on how you can use your tone of voice, your word choice. Nonverbal communication is also really powerful in this regard, so speaking in a way that feels natural and comfortable to you, but also nodding your head, making eye contact if that feels appropriate, because eye contact is not always the most appropriate culturally, depending on where people are coming from. But also, not being distracted by other things during the conversation, which I know is a hilarious and ironic thing to say in our busy world because we’re always being distracted by a million things. But when we’re listening, we’re trying to really convey that sincerity and that openness.
And then, lastly, empathy. So we obviously talk a lot about this being in the health professions, but this idea of putting yourself in someone else’s shoes and trying to see things from their perspective as if the situation was happening to you. Because, fundamentally, what you’re trying to communicate– and Mike’s given great tips on this so far– is that they aren’t alone, that you may not be the one who has all the answers, but you’re there without judgment or criticism to try to offer a supportive and lending ear.
And again, we want to be careful, too, here to not say that what they’re going through. This is a really common, very human response to hearing that someone’s having a hard time, especially, it may parallel something for you. We’ve all been in training at different stages of our careers. It can be easy to say something like, I know just how that feels, I went through something similar.
And your intentions are wonderful. You’re trying to convey empathy, but actually, saying that you know how someone feels when we couldn’t possibly, because we’re not the same person, can end up feeling invalidating to some people. So it might be more effective to say something like, it sounds like you’re going through a really hard time right now and that you’re feeling stressed all of the time.
I’m here if you want to talk. And you all gave some great examples already in the chat of saying similar things. So you’re already on the right track.
OK, so next slide. I’m now just going to go through some more tips for listening deeply. Again, some of these are parallel or extend some of the things that Mike already emphasized in earlier parts of the ALGEE framework, and hopefully some that you are already using or come naturally to you in your own teaching and supervisor style. And as I go through these, try to notice for yourselves what feels like a natural fit, maybe for your own communication style, how you respond to learner challenges or communication, and also, if there are any here that you either haven’t thought about or you’re like, you know what, I think this would be really great for me to practice this one a little bit more because this one doesn’t feel like it feels quite so natural to me.
So the first is pausing before responding. So just expanding on what I was saying before is that it can feel surprising, it can feel concerning, it can feel overwhelming in that in the midst of your busy day, depending, again, on the relationship that you have with a learner, what you’re observing and what the learner’s behavior or their appearance that’s causing you to be concerned. Sometimes you want to take a moment to think about what it is that the learner may be saying to you after you’ve done the approach and offered the assistance pieces, if you’re going in that order.
Sometimes it helps, honestly, just to take three seconds and take a deep breath, because you may be having your own responses to what the learner is saying to you. You may be feeling stressed. You may not have really known what they were going to say before they start saying it. But sometimes it helps to just take a moment, think about what you want to say before you start responding, because, again, that natural instinct is to just start responding and sometimes, also, just to jump straight to problem-solving.
Take a moment, think about what you want to say. Think about maybe what you’re hearing, and so that you can offer a thoughtful reply that feels appropriate to the situation, to the dynamic that you have with the learner, et cetera. But it can be easy to feel like you have to rush in immediately and have a response. And you may not have one right away.
The next tip is to approach with curiosity and humility. So this is really piggybacking off some of the great points, again, that Mike has already given so far. Our goal here with, again, deep listening is to listen. So our mindset is that we want to understand.
We do not have all the answers. And we’re going in reminding ourselves we don’t have all the answers. And that’s not just, I don’t have all the answers and I’m going to tell this person what to do and how to fix whatever problem they’re having. It’s also, I don’t actually know what they’re going to say and what they’re going through until I take some time to really listen to what they have to say and what they feel comfortable sharing with me.
So you don’t want to assume. You don’t know what’s wrong. You don’t know what they need. You don’t know that you could solve the problem if they wanted help with problem-solving, as Katie pointed out before.
So you really want to approach them being open-minded and try to keep yourself in that space of humility, because even telling yourself, I don’t have all the answers and I don’t have to have all the answers can make us manage our reactions in a different way as we’re talking and listening to a learner and also help them see that we’re coming from a sincere place where we’re open minded or non-judgmental, we’re really just trying to understand.
And again, going back to this empathy point, I was just making, an easy thing to do here, if it’s kind of hard in the moment to get yourself into that mindset, is to imagine yourself in a similar situation. If I’m a learner and I’m in a more vulnerable position in relation to the hierarchy and a supervisor or an educator who has more standing and status than me in the institution, what would I want if I had to talk about something hard or if somebody has approached me because they’ve noticed that I’m having a hard time. Fundamentally, what you’re to want is you’re going to want them to be curious and humble and recognize that they don’t have all the answers.
You’re also going to want to focus on both active and reflective listening. These are actually two slightly different things. I’m just going to go over the definitions for those of us who aren’t familiar. So active listening is concentrating on what someone is saying to understand them.
So this is what we’ve been talking about. And then, you also want to let them know that you’re listening, is that you’re actively paying attention, you’re trying to understand. And this also goes back to this idea of open-ended questions that we talked about before.
So, for example, someone maybe mentions that they’re stressed about their schedule and work-life balance, and so a follow-up question might be, what concerns you about your current schedule and your work-life balance. It’s neutral. I’m just trying to make sure that I understand so that I don’t make assumptions and I don’t jump ahead.
Reflective listening is what it sounds like. It’s about actually summarizing what it is that you hear and reflecting it back to the person you’ve been listening to, to then confirm or correct your understanding. And one thing that’s helpful here is to mirror the language they use.
I know Mike gave a nod to this earlier as well, is that even using the word “depressed,” if you think that someone is feeling down, can feel very triggering to someone if that’s how they see where they are. So whatever language they use, you can mirror that back. That’s usually the safest way. And you’re basically saying, here’s what I hear you saying, have I got it correct, because I want to make sure I’m not misunderstanding you.
And this is another way to help someone feel really cared for and listened to. So you’re frustrated about your long work hours and your inability to have work-life balance right now, is that right? Or what I heard you saying is that you’re experiencing a lot of financial stress on fellowship, and that’s making it hard to concentrate while you’re at work. Does that sound right? So you can ask them those questions to show that you care.
Staying in the moment, so this, of course, naturally dovetails with the other tips that we’re talking about, where your focus is, again, on what’s being said and trying not to get distracted by either other thoughts, things that you have to do, maybe your pager going off, problem-solving, et cetera. Your goal here fundamentally is truly to listen and to listen well. You want to notice if you’re getting distracted and then try to pull your focus back.
Offering validation, so as we discussed before, this goes a long way towards helping someone feel understood. Validation is conveying to someone that you understand where they’re coming from without agreeing or disagreeing with them. So you’re not saying, oh, my gosh, I know, the fellowship director is the worst. It’s not about joining them and agreeing with them. It’s really just saying, I hear you, and given what you’ve shared, it makes a lot of sense to me that you feel that way, or a lot of people in your situation would feel that way.
Fostering psychological safety, which we’ve talked a lot about– Sorry, this may be the next– same slide. Thanks, Ginny. But we’ve talked a lot about here in the academy because it’s a very important concept.
A reminder that psychological safety is the concept that there is safety and your people feel comfortable agreeing with you, disagreeing with you, questioning you, not having the answer, et cetera, without the fear of negative repercussions. And this is always essential in our educator-learner relationships. But again, it can be harder or easier to foster depending on the nature of the relationship, how much time you’ve had together, the dynamic between you and a learner.
There’s lots of factors here, but you’re trying to keep this in mind as an educator is, how do I foster psychological safety in a situation that naturally is going to produce a lot of vulnerability. Someone is clearly having a mental health challenge. This is something you’ve noticed. Now you’re trying to talk to them about it. They are already in a position where they’re may be feeling stressed about this and worried about what it would mean if they don’t have the answer, if they don’t have it all together, if you think they’re not doing a good job.
OK, next set of tips. So lastly, I just want to put a few nods to other important dynamics for us, specifically as educators within the health profession, so first, being sensitive to hierarchy and other power dynamics. We’ve talked about this before. But it’s important for us to never lose sight of the fact that as educators, as supervisors, many of us wear lots of different hats in regards to our learners, that we are automatically on the upside of power in relation to any learners.
It may not feel that way to us. Maybe they don’t convey that they feel intimidated or nervous or that they’re worried about it. But again, especially in the context of having a mental health challenge, learners may be particularly nervous about what is it going to mean if I disclose that I’m having a hard time, what does it mean that someone notices that I’m having a hard time, am I’m going to get kicked out of this program, am I going to graduate, what’s going to happen with my loans, et cetera, et cetera.
They are really in a vulnerable position. And you can think about, depending on the relationship you have and your own style, you might even want to explicitly acknowledge this. I’m here to help. And I just want to understand and listen, but I know this may feel harder to talk about because, insert whatever, I’m your supervisor, I’m a trained director, et cetera. But I am here to listening. And Mike’s going to talk in a little bit about resources and how to offer reassurance, which will also be helpful in dovetailing with this idea,
It’s always important to consider stigma and bias. So of course, in my first slide, I talked about being culturally responsive as a key goal in a deep listening or listening without judgment. But it’s just a really good reminder for all of us. I feel we think about this intellectually a lot of the time because everyone knows these things are true, but sometimes we have to actually take some time for ourselves and do some active self-reflection.
We all have attitudes, beliefs, biases, your own lived experiences. When hearing about mental health challenges, what comes up for you? What might come up for you or has come up with before when you’ve either tried to talk to a learner or experienced a learner who’s having a mental health challenge?
Does that make it harder for you to approach them, to assist them, to listen non-judgmentally? How does that dovetail with the other roles that you may have and the pressures that you have within your role in the institution? These are all things we should be thinking about in order to be the best educators, we can be, of course, but also in order to be good at deep listening.
And then, lastly, but still, really, really importantly– and this one may not seem top of mind for a lot of folks because we’ve talked so much about here are all the things you have to do as the educator when you’re trying to support a learner, but it is also important to check in with ourselves and to take care of yourselves. So much of our focus, of course, here is on education. That’s why you’re all here.
You’re such dedicated educators. But seeing a learner in distress at whatever level can be stressful. It can feel overwhelming. It can trigger your own kind of reminders of things or things that feel particularly challenging or vulnerable for yourself.
You may feel pressured or nervous, like I’m responsible for this learner, what’s going to happen if they’re not doing well, what’s going to happen if I don’t know what to say to them or how to connect them to resources, what’s going to happen if they don’t want to talk to me, et cetera. And going back to that initial poll that we started the day with, with Mike assessing what are you noticing in this vignette and what are you noticing with your learners, anxiety and burnout came up so much.
And there’s a reason. It’s also because that’s really present among our learners, but it’s also present among our team and our colleagues. So check in with yourself. Your goal is not necessarily to intervene, as Mike has nicely stated. Your goal is to listen and to offer support and to connect to more resources.
And that also requires checking in with yourself about what resources you may need and how you’re doing as an educator, because there’s a lot of pressure across the board. And it’s an important role, but it’s not your only role. And you may also be having your own kind of reactions and process in regards to learners having mental health challenges.
OK, so we’re tight on time, Ginny. I know I went like a minute or two over. I apologize to everybody who’s going to have to deal with all my speed talking so we can stay on time. But we’re going to try to do a little bit more breakout, everyone’s favorite activity. You’re all doing great. So here’s a little bit more that we learned about Maria.
OK, so one day– and again, this is all in the context of your prior observations and interactions of Maria– you catch her crying in the closet. She tells you she’s really at her wits end. She can’t take all the stress at home without her partner, the money struggles, the new challenges with her child.
She doesn’t know what to do or who to turn to. And then Maria didn’t come in today. You check in. You call her at home. And she only answers after the third attempt. She sounds like she’s been crying.
So what we’re going to ask you to do as you go into your breakout rooms is to talk a little bit about how you might respond to Maria using deep listening skills. And similar to what Mike encouraged you all to do in the last breakout, is really think specifically, if I had to do this, what would I actually say to Maria, how would I convey to her that I’m listening and that I care.
And if you’ve got time, think a little bit more, too, about what impacts your ability to listen deeply. And when you’re listening, how does one balance caring for other people with caring for yourself. Ginny, how much time will they have to think about these questions?
GINNY DO: 12 minutes.
ERICA LEE: OK, thanks, folks. 12 minutes, we’ll come back and we’ll see what everyone’s thoughts are as a group.
OK, so folks, hopefully you had some nice group discussion and brainstorming. So maybe let’s start with the first question. What did folks come up with? You can just either raise your hand, put it in the chat. How might you use deep listening skills? What would you say to Maria to convey that you are actively and reflectively listening?
ATTENDEE: One of, one of the things we discussed was to actually take the moment to ask her how she’s doing and making her know that we are here to support her if she needs anybody to listen to or if she thinks of any way that we can help her. Maybe she doesn’t want to talk about the issue right now, but at least knowing that we can see that she needs some support, that could be sometimes what they need.
ERICA LEE: Yeah, I really like that, Maria Thank you sharing, Because, actually, fundamentally, it can be easy, again, if you think about this framework, to jump ahead to being like, oh, what does she need and and that kind of – actually, just as a human, how are you, are you OK, let me just do a check-in and see where you are. I really appreciate that.
Let’s see what folks are saying in the chat. Lots of good responses. So acknowledging her emotion, I hear her overwhelmed right now, I’m so sorry you’re feeling this way, it sounds like things have been really heavy for you. Really nice.
So you’re doing that reflection, like I hear you, I am listening, and then, I’m expressing that empathy and support. I will listen and be present and not offer my own advice. Yes, very nice, Tracy. And again, maybe they ask you for advice, maybe they don’t.
We just don’t want to preemptively offer it if we don’t know that that’s what they want. We want to just be listening. First, check my own feelings of being overwhelmed by her situation so I can listen more effectively. Absolutely, this is that checking in, taking a pause before responding.
We talked about using mirror statements, which would summarize and check for understanding. That’s perfect. And that’s exactly what reflective listening is. Using their words, Maria, I hear what you’re saying. Let me respond back to you in this way.
Oh, I love this, Beth. Ask if it’s an OK– I was gonna, sorry. Ask if it’s an OK time to talk, making sure this is a support call, not a discipline call. And I really like that nuance, again, thinking about the hierarchy and being aware of the vulnerable position that learners are in is that we do want to let them know, I’m just calling to check in on you, I’m not calling to reprimand you or to criticize you or to mark this as a demerit in some way.
I’m sorry to call so many times. Do you mind if we talk for a few minutes? Oh, I like this response, Rebecca. It’s also kind of pointing out, your acknowledging, I’ve had to call you multiple times to get you to check it out. I’m not mad. I just want to make sure you’re doing OK.
Explicitly acknowledge the hierarchy, again. I’m not calling you as your manager, but as someone who cares about you. Fantastic. Hi, Maria. I’m reaching out because I know you’ve been having a hard time and I was concerned. Is this an OK time to talk?
I want to be here for you. That’s a great last line, too, Ellen. I just want to be here for you. I’m calling again to express concern. We found it hard to think about that in the context of a phone call psychological safety.
Yeah, I really like that. Could the folks who put that into the chat or where you talked about that in your groups, could you unmute and say a little bit more about that, what your groups were thinking about the challenges of doing this via phone call.
ATTENDEE: I mean, I’ll talk. I put that comment on there. I think the hard part for me, personally, is it almost felt like she was in a place of crisis. And so I personally maybe don’t have the skills to know how to deal with that via phone call. And so maybe for my own comfort, it was a matter of trying to figure out a way to offer her meeting at a coffeehouse.
Or, I mean, it seemed a little much to say, should I come over because, I mean, obviously, that seems a little imposing. But maybe find a mutually acceptable place to meet up where you can have a conversation, where you can be at eye level, can have the body language stuff that really comes with being a reflective listener or being an active listener. But if it’s not possible, I think I was liking some of the comments on here about getting rid of the hierarchy right away and sort of offering like, hey, sorry to call you, do you have a minute to talk and leaving in that way.
ERICA LEE: Yeah, thank you for expanding on that. And I can actually appreciate you voicing, oh, it feels hard, if they’re not in person with me, I don’t really know how to maintain that rapport, that psychological safety. But also, I can’t read what’s happening, and so that feels really challenging of, I want to be supportive, I don’t want to misstep, how do I do that when I have a lot less information available to me to decide where to go next.
And then, I might not have the words. I really appreciate you sharing that. I think a lot of folks have that hesitation. I think your colleagues have given some great examples of ways to– again, they may or may not want to talk about it with you, whoever the learner is. This is obviously just an example with what’s happening with Maria. But you’re just there to offer support, do a check in.
And you may be going through different parts of this framework. Obviously, we’re not– don’t have time to do all of them today. But even thinking about some of the ones that Mike went through, you’re there to listen, to assist. Maybe they want to engage, maybe they don’t.
But the goal isn’t not necessarily to get them to tell you everything about what’s happening if they don’t want to and/or necessarily even to fix the problem. And so even just starting with some of these ideas or just saying, how are you, I’m here to listen. And Mike’s going to talk a little bit about how to offer reassurance and resources, that that can also feel a little bit more actionable if you don’t have a lot to act on. But thank you for raising those points. We thought it’d be important to know where she is. Yeah, around safety planning.
GINNY DO: I see a raised hand from Leslie.
ERICA LEE: Oh, sorry, Leslie. I can’t manage Zoom. Hi, Leslie, what’s your question.
ATTENDEE: It wasn’t a question. I was just going to say when you were– discussed too when you said deep listening, maybe we ask all the questions, but just if she doesn’t want to talk right away, just stay on the phone with her, like, don’t let her get off.
Most time when people are in crisis, we’re quick to get off. And so I think just staying on the phone and just letting her cry and just staying until she’s ready to talk or you just want to make sure she’s safe, and also, we want to make sure her child’s safe, too. So I would just recommend to just staying on the phone until she’s ready.
ERICA LEE: Yeah, thanks, Leslie. You’re there to be a safe, supportive, listening, non-judgmental ear. More beyond that may or may not be necessary. And I can see that Heidi added this piece about silent pauses.
And you know, in the Mental Health First Aid framework, too, that there’s a very valuable role for silence and pauses. Those often feel uncomfortable to people, especially if we’re anxious about how is this person doing, what’s going to happen, what is my limited capacity to help if I’m feeling kind of stuck or they’re not engaging, but that those are actually sometimes OK too, if you’re being present and letting them know that you’re there.
For time’s sake, I’m going to swap over to Mike because I want to make sure we have time to go through the whole thing. But appreciate all of you. You answered a little bit of question one and also a little bit of question two, things that may make it also more challenging to listen deeply. OK, Mike, over to you.
EMILE R. “MIKE” BOUTIN, JR: Thanks, Erica. I really appreciate the fact that the material that Erica and I are presenting really overlaps. It’s, first of all, good reinforcement. But it also is a reminder that this model at least is a nonlinear one. And you’re constantly assessing and approaching and assisting and listening and giving and moving in and out of all of those various pieces depending on the situation. So let’s take a look at giving reassurance and facts, what that looks like.
First of all, reassurance is a statement, a comment, an action that helps to remove a person’s fear. Notice that we say give reassurance and facts, but we don’t say advice. And that’s because, as I said earlier, advice is conditioned by my own positionality, my own worldview, my own experience. And often, the reason people aren’t compliant with my advice is because it doesn’t fit their experience.
I’d also like us to think for a moment about the bias we might have around mental health challenges. So think for a moment when we speak about someone who has a physical health challenge. Imagine someone broke their foot. We always will frame that conversation about getting better and recovery. But that’s often absent in mental health challenge conversations.
So one of the challenges that Mental Health First Aid training provides is really to reframe mental health challenge conversations from the perspective of recovery and hope so that we would say something like, people who have mental health challenges can and do get better, the same way we would about someone with a broken foot. Here are some reassurance phrases, things like, you are not alone, it’s OK to feel this way, help is available.
All of those things are reassuring, they’re positive. Here’s some things you don’t want to say, things like, snap out of it, it’s all in your head, others have it worse. You almost can imagine the wagging finger as you hear some of those phrases. Anything that doesn’t validate their experience, anything that makes them feel bad for their experience or diminishes their experience is definitely something not to say.
And on the what to say side is about assuring them that they’re not alone, that there’s support, that they can get better. Quickly in the chat, are there other sentences or phrases that you’ve already used before or that you’ve used in your small groups that might be helpful. Just drop those in the chat quickly. Or phrases that someone’s used with you that you found helpful.
I am here. I’m here for you. Thank you for sharing with me. I’m grateful you’re sharing this with me. I’m here to listen if you’re ready to talk. This is a normal timeline for recovery.
I’m here if you want to talk about it. Your feelings are a natural reaction to your circumstances. It’s OK to feel this way. Your feelings are valid. When I had a struggle earlier this year, I found it helpful when a friend said, it’s OK if you don’t want to talk about this right now, but I want to be here for when you do.
Yeah, that sounds like a really tough situation, I’m listening. Great. I’ve been told, I hear you and I see you.
I hear you and I see you. I love that language, Aaron. Thank you. Some other phrases that Mental Health First Aid suggests, a phrase like, you don’t always have to feel the way you feel right now. I want to help you through this.
Mental Health First Aid also uses this “for some, for others, for you” formulation and which can be really helpful. Sounds like this. For some individuals who experience loss, they talk to their family and friends. For others, they consider talking to a counselor. For you, it’s important to find what works best, and I’m here to support you. So for some, for others, for you can be a really helpful formulation when you’re offering possibilities.
So you want to reassure, you want to offer real facts, and you want to correct misconceptions about mental health. Think back to the statistics we talked about at the very beginning of this presentation.
So let’s move on to supporting someone in crisis. I’m just going to ask Ginny to click through the bullets here. We’re going to talk about things like how you recognize a mental health emergency, when someone’s at risk of self harm, how to stay calm and present in the moment, some immediate actions, like when to call for help and what that looks like, some dos and don’ts during a mental health crisis, and especially, I want to say a word about suicide ideation. This is a whole significant section in the Mental Health First Aid training. But I want to be able to at least introduce the concept with you.
So when you’re dealing with what may be a crisis– so there’s a difference between a mental health challenge and a crisis. When we’re dealing with crisis, think like 911 or whatever your local protocols are. So when you’re dealing with someone in crisis, some signs to look for in a crisis situation– this comes, again, out of NAMI.
So some signs to look for, things like trouble with daily tasks, like bathing, brushing teeth, changing clothes, sudden extreme changes in mood, increased agitation, abusive behavior to self and others, including substance use or self-harm, isolation, symptoms of psychosis, like difficulty recognizing family or friends, hearing voices, seeing things that aren’t there, or paranoia. So those are signs of a heightened crisis.
When you’re dealing with a heightened crisis, some things to think about. You, first of all, want to stay calm and you want to be present. Don’t underestimate the power of breathing deep. Know where your exits are. Know what your local protocols are. You all have your own protocols.
We’re going to address some of that towards the end. You want to be aware of 911. You want to be aware of 988, the National Suicide Prevention Hotline. You want to make sure that you’re alerting other people.
You don’t want to be holding this truth alone. You don’t want to box yourself into whatever your setting is. You want to stay close to a door, be able to exit if you have to. You want to place safety first in a situation like this, your safety, the safety of the people around you, and the person in crisis. So safety is paramount.
If you can, you want to try traditional de-escalation skills. So you want to talk slowly, you want to talk quietly, you want to use simple words, you want to use gentle, caring language. Some things you don’t want to do, you don’t want to argue or challenge the person, you definitely don’t want to threaten, you don’t want to raise your voice or talk too fast. Instead, you want to use positive language.
Yourself, you want to avoid nervous behavior. The image that’s often used in Mental Health First Aid is the duck in a pond. The duck appears so calm on top of the water. But you know underneath, those webbed feet are paddling pretty hard to keep that calm look.
That’s what happens in a crisis. You want to appear calm even though you might be really anxious or running through all kinds of possibilities inside. You definitely don’t want to restrict the person. You want to try to remain aware of what might exacerbate the person’s fear or aggression.
So depending on what they’re saying or doing, you want to avoid anything that might make it worse. You want to use lots of silence. You might want to pause just to deescalate. And if that doesn’t work, then you go to 911 or whatever your local protocols are.
If you are wondering about suicide ideation, if there’s something that you’ve heard that causes you concern, in the Mental Health First Aid framework, their approach is very direct. And I admit, having done some of this work years ago, pre Mental Health First Aid, I had been schooled in a different model.
Mental Health First Aid is very direct. If you have a concern, then you really need to ask the first question directly. Have you thought about killing yourself? Have you thought about suicide?
You can’t even use the equivocating language of, have you thought about hurting yourself, which, by the way, is the original model I was schooled in, because the problem with that language is it’s vague. And for the person who’s thinking about suicide, they need to be asked directly. They actually feel relieved. The research suggests that they feel relieved to be able to tell someone, that they want someone to be involved.
And so you asked them directly, have you thought about killing yourself, have you thought about suicide. If they say yes, then you ask the next question, do you have a plan. And then that absolutely necessitates a response. If they say no, then you go back to the deep listening and the connecting to resources and the assessing and all those other steps. But if they say yes, then you have an immediate crisis on your hands, and that needs an immediate response.
Next slide, Ginny. We wanted to be able to share with you some resources. Mental Health First Aid actually has a resource guide that’s distributed as part of the overall training. It has national and local resources. There are recommended websites and reading materials.
So I know this is kind of small for you to take a look at, but some things like, obviously, 911. 988 is the National Suicide Prevention Lifeline. Depending on how much of this work you do, you might have heard the initial reports about how this was ineffective, it was poorly staffed, there were long wait times.
What I have heard more recently is a lot of those issues have been resolved and it is a much more reliable resource. So 988, and much thanks to Erica for pointing out that there is also a website, which is also really useful. 988lifeline.org. There’s chat options, there’s text options.
You can see a long list of other available resources around a host of various issues– child abuse, domestic violence, substance abuse, SAMHSA, the National Council, mental health treatment, just a very long list, including the Massachusetts Behavioral Health Helpline, lots of really wonderful resources.
I literally have a hard copy of this. I have it on my phone. But I also have a hard copy of this in my office right next to my desk. And I refer to it all the time. So use it well. You’ll find it to be an enormously helpful resource.
I think that gets us to where I wanted us to be. Might have saved a few minutes in the process, Ginny.
GINNY DO: Thanks, Mike. We could do a quick 5 minute break and then we’ll come back [AUDIO OUT] a really wonderful activity with our guests, Julianne and Jess. Does that sound good to everyone? 5 minutes, see you back here at 3:19.
OK, everyone, welcome back. And let’s put what we have learned into practice. So we’re going to ask you to meet Julianne and Jess. You’re it, Jess.
ERICA LEE: Thanks, I know, I’m like, all my visuals have changed. OK, so I’m going to be playing the role of Jess. Lori is Julianne. I’m a new clinician educator.
I’m helping to teach new learners on a three-week rotation. One of them is Julianne. She’s recently moved here to Boston from rural Ohio. And I can tell the transition hasn’t been easy for her. So let’s think through how we’re going to do this.
So I’m feeling a little nervous because I can tell that Julianne is having a hard time. And I want to help, but I don’t quite know what to say. I don’t want to say the wrong thing. I don’t want to upset her. I don’t want to intimidate her.
I don’t know Julianne very well because she’s a new learner. So I’m going to phone a friend. So Mike, being our Mental Health First Aid expert, what would you do?
EMILE R. “MIKE” BOUTIN, JR: I’m going to ask all of these folks who’ve been hanging out with us for the afternoon. So what do you all think? What should Jess say or do with Julianne? You can unmute. You can drop something in the chat. What should be Jess’s next step.
ATTENDEE: Maybe you could start by asking about the transition, because you’re noting that it’s been maybe not so easy for her, but actually, getting her take, has it been easy, what’s going on. Potentially, if she’s like, I’m just feeling kind of isolated, if there’s some groups that she can be connected to for other people who’ve just moved to the city, build that community for her.
EMILE R. “MIKE” BOUTIN, JR: Great, that was a great share, thank you. I’m noticing in the chat, someone said, would start with an open-ended question, like, how are you settling in, how’s the transition been. Someone else said, normalize that it’s a big transition moving to a new city. Acknowledge, notice that Julianne looks uncomfortable.
Someone simply said, hi, Julianne, just checking in. How’s everything going? Asking her how she’s doing. There’s a lot of very non-risky comments, like, how are you doing, I know you just moved here, how’s the transition, wanted to check in with you to see how you’re doing with your transition. Great.
ERICA LEE: Thank you all. This is so helpful. OK, so, hey, Julianne, do you have a few minutes to check in?
LORI NEWMAN: Yeah, yeah, yeah.
ERICA LEE: Good, so I know maybe we don’t know each other very well. You just started the rotation, but I just wanted to check in. How’s everything been going?
LORI NEWMAN: Yeah, [STAMMERS] Yeah, it’s fine. Am I in trouble or something?
ERICA LEE: No, not at all. I just know that you’re new here. And I had heard, we did our introductions, that you’re moving here from another place. And it can be a lot to transition to Boston and do new training. So I just wanted to check in and see how everything’s been going.
LORI NEWMAN: It’s– it’s really different from where the last hospital I was at. I mean, I kind of feel like I’m always making mistakes. And the standard of BCH are so high. And it’s just like really challenging.
And I have this like– I feel like I spend hours in the car, just trying to get here and park. And I don’t even have time to even do my yoga, which that usually helps me sleep and stuff. But yeah– yeah, it’s really different.
ERICA LEE: OK, I’m going to pause. So now I’m the educator. So I’ve done this sort of approach, you all coached me through approaching Julianne. And maybe now I’m feeling a little bit stuck. So she’s shared a bunch of things about what’s going on with her and how she’s been doing. Phone a friend, Mike, what do I do next?
EMILE R. “MIKE” BOUTIN, JR: So what might come next? What might Jess do next– do or say next? Tracy says, reflect back to make sure you understand. Validate her feelings. Validate and check for understanding.
Mirror back her comments. Thank her for sharing, confiding. Feel free to unmute. Don’t need to just rely on the chat. Mirror what she said to make sure you understood what she said. Paraphrase and ask if you got it right. Thank her for sharing. Acknowledge her emotions.
ERICA LEE: Nice, you guys are all pros. Thank you all for the help. OK, let’s dive back in.
Thanks, Julianne. I appreciate you sharing. It sounds like there’s been a lot going on. I’m hearing you say a few things. I’m hearing that you’re pretty far from home, that the expectations here feel really high and really different than where you’d been before for your training before you got here.
You have a really long commute. That’s so hard. I know so many people deal with that around here. And it’s pretty exhausting. And then, I also hear you saying that it sounds like yoga is usually a part of your self care and you just really aren’t able to find the time for that. Did I hear you correctly?
LORI NEWMAN: Yeah, yeah.
ERICA LEE: Looks like there’s been a lot going on. And I’m sorry that it feels like that. It sounds like the transition has been really hard, which is understandable given all the things that you’re describing.
LORI NEWMAN: Yeah.
ERICA LEE: Do we have a slide for the next part? Sorry, Ginny. I know there’s so many moving pieces. I can just see Lori. Oh, there it is. Thank you.
OK, so now we’re at this third step where it’s been a couple days. I’m now noticing that Julienne looks like she hasn’t changed her clothes in a while. Um and that we’re in a group conversation, she’s speaking in a whisper without making eye contact. So now, as the supervisor, manager, educator, I am even more concerned.
But I’m not quite sure. Now I’m nervous because I’ve kind of checked in, I know that Julianne’s been having a hard time. And now it seems like things are maybe getting worse.
But I don’t want to stress her out more because she seems pretty anxious about making mistakes. And when I first approached her, she was really nervous about was she in trouble. So I’m recognizing this is a sensitive, vulnerable time. What do I do? What are suggestions?
EMILE R. “MIKE” BOUTIN, JR: Last round, what would be a next a next good move for Jess?
This feels like more than just validating feelings. What would be the next step here? Anyone?
ERICA LEE: This is the hardest one. Here we go. Thanks, folks.
ATTENDEE: Maybe say, hey, listen, you’re not in trouble but I’m really worried because we spoke the other day and you seem to not be yourself. I’d like to help.
EMILE R. “MIKE” BOUTIN, JR: Some of the things I’m seeing in the chat check about safety. I’m wondering if you could use some resources or support at this time. Can we go to a safe place and discuss, screen for safety, offer resources.
Do you need any supports? Share some of your concerns. I want to make sure you’re aware of the resources that are available to you at the hospital. Would you like to hear about that?
Reflect back some of the concerns she expressed during the first conversation. Note concern. Offer support. So someone says, what would support look like to her.
Maria gives us language. Hi, Julianne. Just checking in. Following up on our conversation the other day. How are you feeling? Can we talk a bit about it?
ERICA LEE: Thank you all. So, hey, Julianne. Just wanted to check in again. Do you have another few minutes to talk right now?
Yeah, so I just wanted to follow up. We had kind of talked previously and you shared, which I really appreciated, that the transition to BCH had felt hard. And I remember you also saying you were kind of nervous about making mistakes and not having enough time for yourself and also your own commute. So I just wanted to check in and see how you’ve been doing.
LORI NEWMAN: I just want to sleep. I just want to sleep.
ERICA LEE: Yeah, it sounds like you’re feeling really tired.
LORI NEWMAN: Yeah, and I just want to go back to bed.
ERICA LEE: Do you have any supports in place? It’s a really common thing that training feels overwhelming. I’m wondering if you have any kind of supports. I know you had said you weren’t able to get to your yoga. Do you have anyone that you can talk to about what’s been going on?
LORI NEWMAN: No.
ERICA LEE: Yeah, that might feel really lonely for people too. Do you know about some of the resources that we have here at the hospital to get some extra support when we’re feeling overwhelmed and like we just want to sleep all the time.
LORI NEWMAN: No, no.
ERICA LEE: Would it be OK if I shared some of those with you?
LORI NEWMAN: Yeah.
ERICA LEE: So we have an Office of Clinician Support here, which is a confidential service that anyone in the hospital can access and where you can say, having a hard time, and you speak with them confidentially. It’s not anything that gets reported to anybody in your department or your manager or anything like that. And they can check in with you, see what’s going on. And then they can think with you a little bit about what might make sense in terms of referrals or other resources just so you don’t feel like you have to be alone with how you’re feeling. Would you like me to give you that information?
LORI NEWMAN: Yeah, can you, like, go with me or–
ERICA LEE: Sure, I definitely can. Yeah, I know exactly where that office is. And they’re a really nice team, super supportive. And they do this for anybody across the hospital. I’m happy to. You want to take a walk over?
LORI NEWMAN: Yeah.
ERICA LEE: OK. All right, end scene. Over to you, Mike. Nice job, Lori.
EMILE R. “MIKE” BOUTIN, JR: Thank you both so much for being our Academy Award winning actors. So I’m wondering, when you saw that, what came up for all of you? What were you noticing? What stood out for you? Any reactions that you want to share with the larger group? Thank you, Ginny. Eva?
ATTENDEE: So I want to bring this question forward because I’m thinking of the audience, when they find themselves in this situation, when I see the experience of the person represented by Lori, is it appropriate to say, you know, when you’re feeling down like this and you’re having disruption in your sleep and maybe you’re not hungry anymore or things like– do you reflect back to the symptoms that they’re sharing with you are concerning and that they are an indicator that further help or further intervention is needed? Is it appropriate to reflect that back to them, too, so that they understand that we’re mobilizing resources because we believe that this is more than just the blues? Can you comment on that?
EMILE R. “MIKE” BOUTIN, JR: What I can say from the vantage point of Mental Health First Aid is different than what you might all say as clinicians. So from the perspective of Mental Health First Aid, we don’t diagnose. What we would do in a situation like this is reflect what we see, observe behaviors, and admit that I’m concerned, connect them to support.
You all wear different hats and have different competencies and might very well be in a position to say, this is quite concerning, what I’m observing is quite concerning and we have resources available. But I want to be clear about the parameters of Mental Health First Aid.
ATTENDEE: No, thank you. I appreciate that response, because you’re right. Being a nurse and having some knowledge of this, that’s my immediate reflection. But I wonder, though, if that would be appropriate. But you’re right, in the context of this conversation, you’re trying to address them in the First Aid capacity, not as a clinician diagnosing.
EMILE R. “MIKE” BOUTIN, JR: Rebecca, I see another hand.
ATTENDEE: Yeah, hi.
EMILE R. “MIKE” BOUTIN, JR: Hi.
ATTENDEE: This is just to talk a little bit more– I brought this up in our small group in terms of what makes challenges to deep listening or taking care of yourself. So what if she had, instead of saying things that we can all relate to, like I’m far from home, I don’t know anyone, things are hard here, what if she had said something like incredibly offensive, like, I’m not used to working with X, Y, Z, like, pick your bias. What if the person that you’re helping is saying something that you find to be incredibly offensive?
EMILE R. “MIKE” BOUTIN, JR: Yeah, and in the climate we’re all living in, that’s not unusual these days, I guess. It strikes me, at least– and I’ll be eager to hear Erica’s perspective on this as well. But it strikes me that this is a place where boundaries are helpful, because I’m so happy to see that our hospital systems have all moved to clear policies about what’s acceptable in terms of how staff are treated.
It’s not so long ago that those policies were nowhere to be found. And now they’re everywhere. And I think this is one of those cases. If the person is experiencing a mental health challenge, that then causes them to say or do things that are beyond your ability to tolerate, then it seems like it goes back to what I said earlier about you’re not the person. Someone else has to take care of them. And you need to be self protective. But that would be, I suppose, my bias. Erica?
ERICA LEE: That’s a great question. Thanks, Mike. It’s a great question. Rebecca. I’ve been in a similar situation before, so I’ve been actually thinking about it. I don’t know exactly what came to your mind, but I’ve had some variation of this kind of experience before.
And it’s tough because you’re thinking about the multiple roles that you have. So again, depending on what relationship you have and/or oversight and/or direct responsibility for a learner, and then, of course, just you as a human being and fundamentally a colleague. I think it is appropriate to set boundaries. And I also think that’s separate from offering resources or acknowledging that someone is having a hard time.
So if they express something offensive, I think it’s appropriate to say, whatever it is that you felt comfortable saying or that was within like your values, of that kind of language is not acceptable to me, I did want to check in and I’m happy to think with you if it would be helpful about ways to get support. And again, assuming you have some sort of supervision or manager capacity, you can set boundaries around what kind of language is allowed and also what is offensive to you. In this scenario, probably that’s not going to be the focus of the interaction.
And then separately, checking in about where they are, if you think you’re able to have that conversation with them, because it may be that the way that a learner is expressing their distress, they are unable to do so in a way that is not offensive and/or inappropriate to you. And then, I do think that’s a conversation for, OK, who else needs to swap in and thinking a little bit about who would be the appropriate person to do that. And it might not be you, except if we’re in crisis and you actually need to mobilize some sort of crisis response, is that a moment of checking in, but actually setting the appropriate boundary about what is OK and not OK with you in terms of communication, and then seeking additional support.
But to me, those are related and also potentially separate depending on what the person is able to engage with you and what happens when you set a boundary and if they are able to then respect that boundary. But I would agree with Mike that taking care of yourself. And it’s not that checking in with someone who’s not doing well means that you then have to accept some level of inappropriate behavior or disrespect. Yeah, but it’s a tricky line to draw. So I hope that was helpful.
EMILE R. “MIKE” BOUTIN, JR: Erica’s response also helped me to think more clearly, because I realized that what I was thinking about was not a coworker, but rather, the image I had in my head was a patient. And that’s different. But when you’re dealing with a coworker who’s now saying outrageous things that are probably simply inappropriate for a paid professional to be saying, that does rise to a different level in terms of how you respond.
So it’s not like you even have to tolerate some of it the way you might with a patient. This is someone who really should not be acting this way. And there may be guidelines and policies that are applicable as well.
So while you’re taking care of yourself, there may be some supervisory function. That was really a helpful response. Erica, Thank you. What else are we wondering about, other questions before we wrap up?
I would like to say again, this is just a drop in the bucket of the overall training. And hopefully, there were some takeaways that were helpful. But there’s a lot more of this training that can be explored if someone’s interested. Feel free to reach out to me directly.
LORI NEWMAN: All right well, thank you, Mike and Erica. That was an incredible– lots of really great information and such a wonderful framework to follow, and really helpful tools. We definitely wanted to provide you with information about the Office of Clinician Support, which is one of our greatest resources here at Boston Children’s Hospital. And we have invited Lauren Coyne to come and speak with us just for a couple of minutes. Lauren is the Associate Director of the Office. And so, Lauren, just–
LAUREN COYNE: You just want me to talk a little bit about OCS?
LORI NEWMAN: Yeah, there you are, OK. Yes, so, Lauren, if you could just talk a little bit about what the office does to support employees and clinicians here.
LAUREN COYNE: OK, so the Office of Clinician Support, this is, I think we’re in about our 20th year at Children’s. And we are a program which is available to support anybody who does clinical work with patients, anybody who’s patient facing. So some of the other institutions in the area have much more sort of narrow focuses.
For example, at the BI, they have a similar program. They provide services only to physicians and to advanced practice providers. So we consider that if you have contact with a patient or a family, that you are a clinician. So the biggest group we see are physicians, but we see also a lot of nurses, we see child life, we see respiratory therapy, we see social work, we see interpreters, so really, pretty much anybody who comes face-to-face with patients.
We’re available to provide support for staff. We originally started to provide support for staff around patient issues. So we see people who are dealing with challenging patient relationships. We see a lot of new clinicians who are adjusting to what it’s like to be in this kind of environment and taking care of very ill children with very stressed families. But we also help people access resources for their own personal mental health.
So we don’t see people long-term in our office for personal issues, largely because it wouldn’t be practical. There’s only one of us full-time and one part-time, so we don’t have the resources. But we’ve worked really hard to help people connect with therapists. I think, since the pandemic, it’s been very stressful for people to find therapists. But we actually have worked to find some people who both like working with hospital clinicians and also have expertise in it.
So we actually have people who call us when they have openings, because a lot of the people who we refer are bright, interesting people. So I think that that is great for the employees. We also do– we have a very large group program. Last year, we probably did about 300 groups last year, close to 300. So we do groups with– on some of the inpatient units, we do support groups for the pediatric interns and junior residents.
And then, we do a variety of debrief types of groups when there’s something which is happening for a team or a group of individuals who just want an opportunity to process that, which we try to be very involved in working with both new nurses and physician trainees. We’ve been very involved since the beginning of the Transition to Practice Program for new graduate nurses. And a couple of years ago, we started seeing all of the entering interns in the BCRP to do an introductory meeting and a screen to introduce them to our services.
It was very well received. I think we saw 96% of the incoming interns. And of those, 97% said it was very helpful or helpful. The ones who didn’t think it was as helpful were mostly concerned about the timing.
We had no particular issues with the services provided. But I think that’s been very successful because about 40% of the interns last year scheduled a visit with OCS at some point during their year when something happened. We also referred, again, about 40% of them out for outside behavioral health services.
So this year, we just started a similar program with the fellows. So we’re seeing all of the entering fellows who were not residents here. Hopefully, people didn’t make it through three years of residency without having heard of our program. So we’re about midway through that. And we don’t have data yet on how it’s being received and things like that, but we’re hoping to get that. So anybody have any questions? That was very fast, I know.
LORI NEWMAN: Any questions? OK, great. Yes, Katrina.
ATTENDEE: I have a quick question for you. So I’m also in the Department of Psychiatry. And our trainees therefore, are as well. And how can we reassure them, if we wanted to refer them, that it actually is confidential.
LAUREN COYNE: So first of all, we’re not in psychiatry. We haven’t been in a couple of years.
ATTENDEE: OK.
LAUREN COYNE: We’re part of Health Affairs. So that’s point number one. And we met with all of the incoming psychology interns and postdocs, so hopefully, they got that message. I mean, I think that there’s a variety of things that you can reassure them with. We are, in fact, very confidential.
When we did work for psychiatry, because when I worked for psychiatry, my office was conveniently located between the Chief of Psychiatry and the Chief of Psychology. So that was clearly problematic. But we are in 333 Longwood. We’re away from the psychiatry department, away from the psychiatry administration. I know sometimes people worried about when we were in Honeywell.
But we have a very password-protected database. So it’s very hard for people to access any information. And I have actually changed people’s– when I worked for psychiatry and I saw people in the department, I actually changed people’s names sometimes. So I knew who it was, but other people didn’t, basically.
ATTENDEE: So helpful. I hadn’t realized that you guys had moved, too.
LAUREN COYNE: Yes, about two years ago.
ATTENDEE: Thank you, OK.
LAUREN COYNE: Yeah. We used to refer people to the BI when we were part of psychiatry, as another alternative. But we stopped that since we’re not part of psychiatry.
LORI NEWMAN: All right, well, thank you, Lauren, for your–
LAUREN COYNE: My pleasure.
LORI NEWMAN: Fast, but very useful resources. And I just want to remind you that Ginny put into the chat a really great handout that we’ve put together on all the different resources that you have here at the hospital, including the national resources and Office of Clinician Support, and what also, just as an employee of the hospital, what the Employee Assistance Program as well.
So lots of resources, a great packet to have and really go through. So if you can’t download it for some reason, just let us know. But it should just open right up for you. So I’m going to close by giving you all a little bit of homework.
But Mike did a incredible job of talking about more major mental health crises that your learners may have. And as he mentioned, it really depends on your department, your division, your unit, about the protocol of who you should reach out to, who is the person that needs to know if a learner is having a serious and intense major mental health crisis. There’s no way we can tell you because every department and division is different.
But I would ask that you go back and find out that information now rather than later, when something has happened or is happening and you don’t know who to reach out to and call. So that is your homework for us. Other than that, we hope that you enjoyed and found this session really valuable.
Again, I want to thank Mike and Erica for their amazing facilitation and especially to Mike in introducing us to Mental Health First Aid and how to do early intervention and approach our learners and ensuring that we respond in a safe and welcoming way. So thank you very much. And I’m very much looking forward to the rest of the academy year. So put in the chat if you have any questions. We can stay on for a few more minutes.
And other than that, I hope you have a wonderful weekend. Bravo to you for staying with us all this time on a Friday afternoon– on a sunny Friday afternoon. We really appreciate it and hope you found this valuable. And thank you again to Ginny who was behind all those marvelous slides and animations and switching and just did a marvelous job.
Videos are separated by year headings in the list to the right of the player. For recordings prior to 2022, scroll down the page to the second player.
TPACK Links:
https://library.educause.edu/-/media/files/library/2023/4/2023hrteachinglearning.pdf
https://edtechmagazine.com/higher/article/2013/08/map-education-technology-through-2040-infographic
Breakout Room Handout:
https://dme.childrenshospital.org/wp-content/uploads/2023/06/Educational-Technologies.docx
ADDIE Model:
https://www.lib.purdue.edu/sites/default/files/directory/butler38/ADDIE.pdf
BCH Academy Spring Retreat – Ensuring Inclusion of Health Professional Learners with Disabilities
LORI NEWMAN: The aim of today’s retreat is to explore our current landscape and perceptions towards learners with disabilities. The experiences of disabled practitioners in health professions, education, and practice suggest that there are many barriers to inclusion. And these barriers may lead learners with disabilities to fear disclosure, restrict their career choices and their educational and learning progress. Our hope is through this afternoon’s discussion, we can address those barriers, as well as our own biases and assumptions about disabilities, and discuss ways to overcome challenges for our learners.
I would now like to introduce our speakers. We are so honored to have our three speakers today. And I will start with Dr. Jennifer Arnold. Jennifer received her medical degree from Johns Hopkins School of Medicine and then completed a pediatric residency program and neonatal/perinatal medicine fellowship at Children’s Hospital of Pittsburgh and Magee-Womens Hospital.
During her fellowship, she also obtained a Master of Science in Medical Education from the University of Pittsburgh in 2008. She moved to Houston to start up the Pediatric Simulation Program at Texas Children’s Hospital as its inaugural medical director. After nine plus years, she relocated to her hometown of St. Petersburg, Florida to lead Johns Hopkins All Children’s Hospital new Center for Medical Simulation and Innovative Education.
Then in January 2022, she made the very wise move to come here to Boston Children’s Hospital to be the program director for SIMPeds. She has received funding for simulation educational research and published for her work in health care, simulation as a patient safety tool and educational tool for patient and family-centered care. Thank you so much, Jen, for joining us today.
Then it is my pleasure to introduce Bonnie Crume. Bonnie is a second-year pediatric gastroenterology fellow here at Boston Children’s Hospital. Bonnie’s clinical interest is deaf and hard-of-hearing advocacy. Thank you, Bonnie, for joining us today.
And then it is my honor to introduce to you Dr. Lisa Meeks. Lisa is an expert in disabilities in health professions education. As an administrative leader and researcher, she is helping to inform policy and best practices nationally and internationally in the area of disability inclusion for health professions, education, training, and practice. Her research interests include improving access to education for learners with disabilities, students and resident well-being, reducing health-care disparities in patients with disabilities and the performance and trajectory of health professional learners and practitioners with disabilities.
Her work has been published in the New England Journal of Medicine, Lancet, JAMA, and Academic Medicine. And she has been featured on NPR, along with many other national news outlets. Lisa is the cofounder and past president of the coalition of disability access in health science and medical education. She edited and authored the leading books on the topic, including Disability as Diversity and Equal Access for Students with Disabilities– The Guide for Health Science and Professional Education. It is an absolute honor to have Lisa join us today.
I also want to thank Alan Leichtner, Eva Gomez, Ellen Brennan, and Joey Fournier for their time and support of today’s retreat. So with that, I’m going to stop sharing and turn this over to Lisa Meeks.
LISA MEEKS: Good morning or good afternoon. What a pleasure to be here. And thank you so much. I think a huge run of applause to Lori and Joseph for helping with the planning of this event today.
I’m really excited to be able to introduce you to our learning objectives, what we hope that you will learn during our time together today. And that is to be able to identify accessibility barriers in health professions education and clinical learning environments, to identify mechanisms for improving disability access in clinical education, and to evaluate and address individual training programs to improve access and the inclusion of all learners.
And we have a very full day in our time together. Obviously, we’ve just introduced our speakers and the goals and objectives of the day. And so our next big event is for the keynote from Dr. Jennifer Arnold. And then we’ll move into some of the personal accounts of the accommodation process at BCH. And that will be from Bonnie. And then hospital policies and learners, that will be from Lori again.
And then we’ll have a small break. And then when we come back, we’re going to do some breakout groups. I will talk for a little while. And then we’ll have a Q&A.
And the lovely thing about our Q&A is in striving to create a really safe environment where you feel free to ask the questions that are at the front of mind for you, we have engaged Poll Everywhere. So all questions will be anonymous. We’ve left a ton of time for Q&A. I know Jen and I, and I’m sure Bonnie and everyone on the team as well, are really excited to just engage with you and answer those questions that you probably have been holding for a while.
All right, so that’s it for now. And I’m going to turn it over to Dr. Arnold.
JENNIFER ARNOLD: Well, thank you so much, Dr. Meeks. Thank you for having me, oh my goodness, today, Laurie and everyone on the academy team. And it’s just great to be a part of this very important topic and workshop.
So I’m going to bring up my slides. I do have some slides. And just sort of reference, my talk today is really going to be a story. It’s a very personal story of mine. And I hope that as I go through my story that it not only resonates with everyone in the audience– and hopefully you can take away how this might apply to your own story. But I hope it gives us some good discussion starting points as we talk about the very important topic of individuals with disabilities in medicine.
So my personal story, I’ve sort of framed it in the concept of overcoming obstacles with optimism and under this motto called THINK BIG, no pun intended, as a person of short stature with a skeletal dysplasia. My disability is essentially that I have spondyloepiphyseal dysplasia, which results in not only short stature– I’m only about 3 foot 2 when I round up with my clogs on– but I also have a lot of orthopedic complications as a result of my skeletal dysplasia. So I’m going to share with you my personal journey towards getting into the field of health care and medicine and to becoming a physician.
So this is me on my first birthday. And I, again, apologize. There will be a lot of personal family photos of myself as I share my story.
But when I was born back in, gosh, the 1970s, no one really knew at that time what my challenge was, what my disability was. But I had a lot of– I wasn’t growing on the growth curve. I was in a lot of distress at birth, probably had hydrops– as a neonatalologist, I have surmised from my parent’s description of what was going on– and was intubated in the NICU for quite some time.
But my parents, I was very fortunate in that I think my family and my parents, despite not knowing what my condition was for quite some time, really saw me like any other child and expected me to accomplish whatever it is that I wanted in life. And so they taught me very early on to be the kind of girl that likes to have her cake and eat it, too. And, and as you see in this picture on my first birthday, I ate that whole piece of cake.
But if you think about having your cake and eating it too as a person with a disability, at a very young age or a very early age, I knew that I wanted to give back because I had, due to my skeletal dysplasia, had about 30 orthopedic surgeries in my lifetime. And I had benefited from the tremendous amount of dedication and expertise of a surgeon and a few other members on his team that saw a population of kids that did not have anybody who knew how to care for their special medical needs. And he decided to dedicate his entire career to a very difficult and unique population.
And so I felt, as I was growing up, in addition to my love of science, that medicine was for me. And I wanted to be in that field. And so in order to do that, though, I knew that it might be a challenge and I might have to overcome some obstacles because I did not know anyone else who had a physical disability when I was applying to medical school, certainly not another little person like myself.
And if you looked at the stats, probably about the time that I was applying, despite the fact that 20% of our population has a disability, only point 2% of medical school graduates had disabilities. And 2% to 10% of physicians in practice had a disability. So it basically to me, as I tried to interpret those statistics, it seemed that it was pretty hard to get into medical school with a disability, maybe a little bit easier to stay in practice should you become disabled during your career.
So I knew that I was going to have some obstacles and this is where I THINK BIG motto comes in. And I’m going to share with you personal lessons of becoming a physician and essentially achieving my goals in life because I’m the girl that likes to have her cake and eat it, too. And I hope that as I go through each of these letters and more stories of how I was able to become a physician that it helps you in achieving your goals.
So, again, as I mentioned, write it down. Think of your version of THINK BIG as I go through this story. I hope it inspires you, in addition to talking about this very important discussion of disabilities in medicine.
So the first letter is T is for try. And I learned the importance of trying at a very young age. In this picture, I’m about 10. I’m having yet another surgery.
My family was extraordinarily wonderful. And they always ensured that my orthopedic surgeries, as much as possible, were in the summer so I didn’t miss school. And that meant I spent a lot of summers having surgeries and recovering in either body casts, spica casts, or leg casts, like you see here. And that was a little bit of a damper on fun in your summer as a kid growing up.
And in this particular example here, this summer, my parents kind of encouraged me to do something that I didn’t think was possible. And I had received an invitation to my best friend’s birthday party. It was at Disney World. I grew up in Florida. And I thought, well, there’s no way I can go to my best friend’s birthday because I’m recovering in a cast.
And my parents and my mother specifically said, well, why? How do you know you can’t go and have a good time? And, of course, I said it’s going to be hot. I’m going to itch in my cast like crazy. And I’m not going to be able to get up and down in any of the rides.
And my mother had this idea. She said, well, what if I send your dad with you, promise to ask him not to crack too many jokes with your friends and to make sure that you get on and off the rides OK. And if at any point you’re not having fun, he’ll take you home. So she said, just give it a try.
So in the end, I’m really glad that I did give that a try. And this is just a minor example in life of trying something that I had self-doubt in. But in the end, I had a great time. I made it the whole party.
And, in fact, as you see in this picture, it really illustrated just how hard my parents were trying to teach me to try because my dad even put me on a merry-go-round by tying my very heavy leg cast with the seatbelt to the merry-go-round so that I could ride independently by myself. And he got off and watched me. And as a parent today I thought, wow, how brave of him, because the cast was pretty heavy. And had it fallen, we would have spent the rest of the day in the ER.
So, really, I think I was very fortunate and learning this lesson early on in life of the importance of trying. And without trying, nothing is possible. And so I hope that you’ll think about in your life what’s something that maybe you’ve wanted to try, you’ve been afraid to try, or others have told you you shouldn’t do. That’s when I think you’ve got to give it a try.
So the next letter in THINK BIG and achieving my goals of becoming a physician is about having hopes. And so I like to share about having hopes. And we all have hopes and dreams. And they can be as small as that next vacation. They can be as big as that next career move or finding true love. And for me, the idea of becoming a physician was a pretty big hope for much of my life.
Well, what I want to share about the importance about having hopes for this discussion is really how important it is to have hopes when times are tough. So, again, as a person with a disability and who had gone through many medical procedures, lots of time in the hospital, this is about the age when I was about six, like you see in this picture here, when I started to realize that I was different from everybody else. That’s when I started to realize that I was a little person.
And, to be quite honest, I did not want to be a little person. And, in fact, I didn’t want really to grow up as a little person. It was a very hard time in my life.
And I think one of the things that got me through that very, very difficult time was this crazy hope that I had. And that hope was that maybe I am not really a little person. And maybe my parents had put contact lenses in my eyes so that I would see the world from a short-statured perspective and that when I was older, they were going to take out those contact lenses and tell me, oh, Jennifer, you’re really not a little person. And, essentially, I would be tall like everybody else.
Well, obviously, number one, I’m sharing with you a little bit into my psyche. And you might think I’m a little bit crazy. But second to that, I think what I’ve realized is while that hope was kind of crazy, and I am today very thankful it’s not– it wasn’t a hope that came true– I love who I am– that hope was really important through a difficult time.
And so when we think about having hopes and overcoming challenges, this is what is so important about having those hopes for your future, whether they’re professional or personal, whether they’re big or small, whether they are realistic or unrealistic, is that they get us through the tough times. And I think, particularly for individuals with different health challenges and disabilities of all types, and everybody in this audience, whether or not you have a disability, we go through tough times. And so I find it really helpful to write down your hopes, big or small, keeping them in a place that you can look to and review them when times are tough.
So let’s talk a little bit more, moving forward, about getting to that goal of becoming a physician. So, again, any goal in life, professionally or personally, you have to take the first step. And this is where I for initiate comes in.
And so I like to think about kindergarten graduation as the very first step towards getting to medical school. Of course, there were many graduations that I had to succeed in getting through before I got to medical school. But without taking that very first step, I never would have gotten to the final graduation, graduating from medical school.
And, again, everyone in this audience, to get to where they’re at, had to go through this first step. And I think what’s the lesson that I learned in thinking back through kindergarten graduation, as long ago as it was and as simple as it may seem, that very first step, while it was very far away from getting to medical school, was a necessary first step. And sometimes in life there are many things that we want to achieve. And we may be hesitant to do them because they seem so far away, like there’s so many steps to getting to them. But if we’re not willing to at least take that first step, we definitely will never get there.
So getting to medical school in any of us in our careers involves many, many steps. And, as I was in the process of preparing for college graduation and applying for medical school, that’s when I realized I might actually have hit a moment in my life where, despite trying, without having that hope, without working hard, I may not be able to make this happen.
So I, like most of my friends who were also premed– I went to college at the University of Miami. When I was applying, I submitted my application to about 40 schools. And in the first round of the application process, you get secondary applications. And so I got a high rate of secondary applications, like my friends. And then I submitted the secondary round of applications, which included a personal statement and letters of recommendation.
And in that step, I ended up putting in my personal statement, the reason why I wanted to become a physician was because I had been a patient. I had benefited so much from tremendously caring and expert caregivers in my childhood. And I wanted to give back to kids. And I love medicine. I love science.
And so, well, as I submitted my secondary step in this process, my peers were getting invitations to interview. And I was not. And, in fact, I was getting rejection letter after rejection letter from each of the institutions that I had been applying to.
Well, midway through this process, I actually went to an event at my university because I was– actually, one of the many activities that I was involved in to try and beef up my application for medical school, like we all, do was something called the President’s 100. So I was a P100, which is a small group of students. You had to apply. You had to get accepted, 100 students in the university.
And our role was to essentially be ambassadors and to host functions of the president. And this is a picture of our president at the time, Dr. Tad Foote, who was a really great president. And so I was a P100. And even though I was a little person, I guess I sort of stood out from the crowd.
So Dr. Foote knew who I was. He knew my name and always said hi to me when I was being an ambassador at one of his functions. And during the application process, he actually had known that I was applying to medical school and came up to me during one of the functions and checked in to see how I was doing.
And he said, hey, Jenny– I went by Jenny back then– he said, how is the application process going? And I said, well, it’s going. I’m hanging in there, waiting to hear from some more schools, because at this point, as I mentioned, I had been rejected from many. But I was still hearing or waiting to hear from a few others.
And he said, well, have you interviewed here yet at the University of Miami? And, as it turns out, I had already been rejected from University of Miami. And so I thought, well, what do I say? Do I tell the truth? Do I tell them I’ve been rejected? Of course, I’m not going to lie. But, I don’t know, for some reason, I felt this sense of guilt telling him that I didn’t get in. I just felt a little bit of shame there.
And so I said, well, unfortunately, Dr. Foote, I didn’t get an interview here at Miami. I said, but I’m remaining optimistic. I’m still waiting to hear from some other schools. And he said, OK. He said, well, Jenny, keep up the good work. And I’ll see you next time.
Well, about two or three days later after that event, I actually got a call in my dorm room from the Office of Admissions at the University of Miami School a School of Medicine. And they said, hello, we’d like to offer you an interview to the class of 2000. And I said, um, are you sure you have the right Jennifer Arnold? I said, I think I got a rejection letter in the mail.
And they said, no, no, no, we’ve reconsidered. We’d like to offer you an interview. At that moment, I thought, oh my goodness, I think Dr. Foote probably must have made a phone call. How else did this happen?
And I didn’t know what to say because my first gut instinct was I did not want to accept this invitation because it was really important to me to get into medical school on my own merits. I didn’t want anyone else to help me in any way. But at the same, time I thought, I don’t really have any other prospects.
So what can it hurt to interview, right? Should I really say no to this? And so I ended up graciously accepting the invitation but, obviously, being extraordinarily wary of what this really all meant. But I said thank you.
Well, it turns out after about two weeks, I did receive one other invitation out of all 40 schools that I applied to. And that was actually at my dream school, surprisingly. It was at Johns Hopkins School of Medicine. And I thought, OK, things are looking up. I have two interviews.
And so the moral of my story there is I think there are many steps to achieving those really important goals in our life. And for me, going to medical school was something I wasn’t sure if I’d be able to achieve. But I had to be willing to take that first step and keep moving forward with each step along the way, knowing that the end result may not lead to success, but if I didn’t keep taking every step and doing my best, I would never get there.
So the next letter in THINK BIG is N is for no. And what I mean by that is sometimes you have to never listen to the nos. So, as I mentioned, I had two interviews at this stage. And my first interview was actually at the University of Miami.
And I went into a room with two physicians, an internal medicine doctor and a trauma surgeon. And so I sat down with the two of them, and they started asking me what I think are probably pretty traditional questions, you know, what were my grades and what extracurricular activities did I do and why did I want to go into medicine and what fields was I interested in.
And then the trauma surgeon asked me something rather interesting. Well, he started to ask, he said, well, do you drive a car? I said, well, yes, I drive a car. He said, well, how do you do that? I said, well, I do that with pedal extensions and a seat cushion.
And he said, well, how do you plan to see patients? And I said, well, I imagine I would see patients with a step stool, like I do everything else. And then he said, well, how do you plan to crack open the chest of a 60-year-old MVA victim that comes in through the ER? And I thought, OK, well, no offense, I do think that would be challenging. I said, I don’t intend to become a trauma surgeon like him.
I said, but I do watch ER– I literally said this because I did. I said, I do watch ER. And everyone in the ER in that trauma bay is not a trauma surgeon. And there’s a lot of different roles that I think with a steps stool I could do. And I think I said to them, I really intend to go into medicine, to probably go into pediatrics or a field where my stature is not a limitation.
And so by the end of that conversation, it was a little bit of good cop, bad cop. The internal medicine doctor would say, yes, I could see that. And the trauma surgeon was sort of asking more the tough questions.
I came out of that interview pretty beet red, not sure if I was going to make it. But what I realized in that interview is that really what the trauma surgeon was getting at is that outdated belief that, unfortunately, probably still exists today, that in order to go into the field of medicine, you have to be capable of all aspects of it. And I knew that physically I had limitations. But I still believed that there was something I could do to contribute to the overall health of kids.
And so what he was looking for me to become is essentially a pluripotent or a totipotent stem cell, if you want to make that analogy. And I think it’s important that we realize that we’re going to be excluding a lot of gray individuals if we do that.
Well, I did have my second interview. So things were not looking good, I was thinking, after that first interview. I went on to the second interview. I went to up to Baltimore to Johns Hopkins.
And this time I didn’t tell anyone that I was going there because I had been a patient there up until the age of 12. My surgeon had been there. He moved to another institution. So I hadn’t been a patient there in many, many years.
But, nonetheless, I didn’t want anyone helping or hurting my cause to become a physician. So I didn’t tell anyone other than my parents, who paid the plane ticket, paid for the plane ticket. And I met with a pediatrician during my interview one on one. And he started asking me questions about my grades and my interests and my extracurricular activities, but never once asked me a question about my stature.
So I got a little nervous in a different way, thinking, oh my goodness, he’s afraid to ask me now. And so I for a brief moment thought, does he know I’m a little person? I’d better bring this up. Well, clearly he did. This is pre-Zoom. So there is no hiding it.
But I decided to bring it up. And I said, Dr. So-and-so, I imagine to see patients, I’d use a step stool. And by this point, I had thought a little bit more about some of the details of how I might operationalize my care of patients. And I told him, I said, I use a scooter for long distance. And I said, I imagine I’ll just have my double-step step stool bungee corded to my scooter so I have it at all times.
And he said, OK, that makes sense. He said, if you come here, just let us know what we can do to help you. And that was pretty much it. He showed me pictures of his kids and I went on the tour of the hospital.
So after those two interviews, to be quite honest, I was very afraid that I wasn’t going to get into medical school at either because I sort of felt neither went well but for two very disparate reasons. One was too much concern that I couldn’t do it. And the other one, maybe they just dismissed my abilities or my disabilities and were afraid to ask.
So, well, I am, obviously, here today as a physician. And I’m happy to share with you that in the end, I actually received two invitations to join the class of 2000, both to University of Miami and to Johns Hopkins School of Medicine. In the end, I chose Johns Hopkins. Not only was it my dream school, but it was the place that, based on my experience, seemed to have the least doubt in my capabilities.
And so this is, obviously, a picture of graduation. After the dean, Dean Miller left and we were all hands by our side, very formal, this is what happened. You can see I’m kind of flying in the air amongst my friends. And people are just being silly. So four of the hardest yet most rewarding years of my life.
So I hope as I share my experience of getting to that goal of mine, becoming a physician, being a member of health care, I hope you’ll think about in your life how will you never listen to the nos. And this is really important in our day-to-day work when we know it may be in the best interest of our patients or when we know it might seem impossible. But, if in our heart of hearts, we know it’s possible or we know it should be done, that’s when we have to never listen to the nos.
All right, so the last letter in THINK is K. And that’s for know, different kind of know, K-N-O-W. And I think what’s important, a lesson, or what’s an important lesson that I’ve learned in my career of practicing medicine and achieving goals, despite obstacles, is that really what it comes down to is that as a person with a disability or a person who doesn’t have a disability, it’s the individual, it’s who each of us are that knows what our limitations and our capabilities are the best, better than anyone else.
So, while you see in this picture here, I probably couldn’t be a professional baseball player, despite having fun playing in the backyard with my younger brother, I probably got a limit and am not going to be a pro sports player. I mean, maybe some sports, there are sports where maybe my stature wouldn’t be a hindrance, but probably not basketball, probably not baseball. And that’s OK because we all do have limitations.
But only each of us knows our limitations better than ourselves. And what I am capable of doing is not the same as what even another little person is capable of doing. So I think it’s important just to keep that in mind as we work and take care of patients in our daily lives.
So for me, if you think about the limitations and the capabilities, my step stool essentially is as important as my stethoscope. Without my step stool, I can’t care for patients. I ended up choosing a field, neonatology, which I love, but which really, with the step stool, I can do everything that I need to do to care for my patients.
My patients are never bigger than I am. And sometimes I think my stature and my smaller hands may even help in some respects. So we all have such great capabilities and unique features of who that we bring to the table, whether or not we have a disability.
However, as I shared with my example of trying to get into medical school, not everyone may feel the same, especially in health care. I’m so excited that we’re having this conversation today because we really need to start to understand that inclusivity and seeing the value of individuals with disabilities is a tremendous, tremendous benefit to health care. And I’ll share a story with you that even happened more recently.
So while getting into medical school was definitely a challenge, once I got there, I felt like I was very well supported during my residency and my fellowship. I mean, the institution worked with me, found out what I needed from my perspective. We obtained step stools for all the rooms. It was no big deal. In fact, the patients sometimes liked to use them.
We put lower hand sanitizers and just minor modifications, really, in the grand scheme of things. But it allowed to be completely independent and completely successful in my work. And so, ironically, as I more recently in a recent institution that I was working in, still continue to face challenges with acceptance and accommodations.
I was looking to be credentialed at a neighboring hospital where my neonatology department provided neonatal care for babies when they’re born in the delivery room. And so I was going through the credentialing process of this hospital. I was, essentially, I got credentialed, no problem, assigned my first couple of shifts.
And before my first assignment, I said to my department head that, oh wait, I can’t forget to get step stools placed in the delivery room before I take my first shift because, otherwise, I’m not going to be very effective. And so they said, OK, let us look into that. And then they wrote back to me and they said– and this is 2020– they said, “Jennifer, I’m so sorry. It looks like we’re not going to be able to move forward because the institution is unwilling and unable to purchase and/or maintain step stools in the delivery room when they have other neonatologists that are capable of providing the same service.”
So and I have this in an email. So not only did they tell me this, they wrote it down. I thought, this is really unbelievable in this day and age. I felt like I understood getting into medical school and all those challenges. But I thought, today, still? And after I’ve already been practicing as a clinician, this is going to come up?
And it does. And it did. And I think what was hardest about that situation is that I learned or I feared not for myself– I mean, I’m now farther along in my career, comfortable speaking up for what I needed. But I was petrified for the new learners that would come in and be told the same thing and then not get delivery room experience and miss out on important aspects of their education because they may be afraid to speak up, maybe not, but they may be. I know when I was at a training level, I probably would have been.
And so, obviously, I spoke up. And, in the end, they ended up fixing the problem. And it never got to the point to where I had to do anything more aggressive with legal action. But even just the fact that that happened to me in my own institution was very disheartening and made me feel a sense of a lack of support, even in my own organization.
So one of the things that, lessons that I’ve learned is that we all have limitations, no matter whether or not we have a disability. But we all have amazing capabilities and assets that we bring to the table in the care of patients. And so I learned this lesson probably the most from my surgeon. So I wanted to share a picture of him, the one that I had mentioned that inspired me to go into medicine.
This is Dr. Steven Kopits. And he was really what I would consider a servant health-care clinician. He cared deeply about all of his patients.
And when I graduated from college and I was entering into medical school, he shared with me some advice. He said, no matter how well-trained, intelligent, or well-intended you are, Jennifer, remember, you’re going to encounter patients you cannot save, puzzles you cannot solve, and problems you cannot fix. And I think what he was trying to convey to me is that as we go into the field of health care, we have to remain humble. We have to not be afraid to seek help when we have our limits and recognize them, but to also to be strong and determined in our capabilities.
So I think it’s that balance that sometimes is hard. But I think all of us, if we can find and think about ways that we can not be afraid to share our limits and our capabilities, then we are going to be the most successful health-care clinicians that we can. So that’s where knowing comes in.
I’m going to wrap up the THINK BIG with BIG. And I’m going to kind of move a little bit off of the medical path and into the personal path because I hope that sharing my story inspires all of us not only in our professional work, but in our personal work. And this is where B is for belief comes in.
And so some things in life, no matter how hard we try or work or hope for, we can’t make happen. And I sort of think finding true love is one of them. But as a person with a disability, I knew that I had to continue to get out there. And I needed to continue to have belief that maybe it was possible.
But I had a lot of self-doubt, as many of us do, and particularly those, sure, with disabilities, like myself. I thought to myself, who in their right mind would want to dance on their wedding dance on their knees with their spouse, right? That was the negative thought that kept coming in my mind as I thought, I’ll probably never find true love.
Well, I got out there. As you can see in this picture, I got on the dance floor. I went to every dance, just keeping up that belief that one day it would happen, maybe, despite my trepidations or my negative thoughts.
And I’m glad I kept believing because at one point, I finally decided to take a step proactively. And I got on a dating site. There is a dating site for everyone, I think, today, which is great. If there’s not, we should create one for everyone.
And I searched with my best friend, who went on Match.com, who she doesn’t have a disability. And she was also single, like me, and hanging in there for belief. And she was looking 50 miles around Pittsburgh. I was looking 500 miles around Pittsburgh.
And we said, we’re both going to write to one person tonight. And we both did. And, well, my criteria were pretty basic. They just needed to be not married, looking for love, and have a job. And that was pretty much it for me.
And I found one profile of this young man who was pretty handsome looking. And his name was Bill Klein. Well, it turns out that this person that I shot a random email to was actually someone who, growing up, we had met in the hospital as kids at the age of 10. We both had gone to the same surgeon growing up for our surgical needs.
And our surgeon had tried to set us up 10 years later when we were in our 20s because at one point, Bill thought he was going to go to medical school and did not. Smart guy. He went into the business side of things. And then we actually met another 10 years later in our 30s online.
And so, of course, when I first met him and he revealed to me after a month or two of emailing and phone conversations that he actually knew who I was, I feared that I had met my first stalker. Go figure. Here we go. It turns out, though, that after he revealed to me that he’s known me since we were kids, I reached out to our surgeon’s nurse practitioner. And she reassured me that he was the one she tried to set me up with and that he was a pretty good guy and kind of passed the background check.
So the rest is history. And what I hope that sharing my story shares with you or means for you is that, again, whether or not we have a disability, there are things that we can’t make happen, no matter how hard we try. And those are the things that we have to keep believing in, hanging in for, even when those results may not be immediate. If they’re well worth waiting for, I do believe it will happen.
So the next letter in BIG is improve. And I is for improve. And so I think what’s really important here is whenever we achieve a goal, whether it’s personal, like finding true love, or professional, achieving that career goal that we want, it’s important that we not just sit back and relax and say, OK, I’m done. I did it, right?
No, life is about lifelong learning and lifelong improvement. And that’s what I love about what I do now professionally with simulation because it’s all about constant improvement for all of us as health care clinicians, but whether it’s being a parent, a spouse, a health care giver, we have to constantly improve. And it’s hard every day when our systems are so complex. We are so busy. There’s not enough time.
But even the work that we’re doing today is about improving and making the world a better place. And the more we can take time out to improve, the more resilient we are going to be, our teams are going to be, and our health-care systems are going to be. So I hope that each of you will think about your constant need or your constant opportunity, I should say, to improve.
So I’m going to wrap up hopefully on a positive note here. I’ve shared with you overcoming obstacles, but knowing that we all have limitations and we continue to have to face bias and misconceptions about what our abilities are, particularly those of us who have disabilities. But I think sometimes when there are goals that we have in life. Some things we may not want to wait for. We may just want to throw caution to the wind.
And that’s where going for it comes in because I do think that truly, life is short, no pun intended. And we never know what is going to happen tomorrow. So while becoming a physician for me was definitely one of those goals, that I needed to have grit and perseverance to keep going, many steps to getting there, long term, those goals, don’t get rid of them. Keep going for it.
But then some goals we may just be putting off because we think we don’t have time or maybe we’re afraid or others are telling us no, we shouldn’t, or we can’t. And I can’t tell you the number of people that told me I shouldn’t become a doctor– too physically demanding, how would I be able to do it? But if in your heart of heart it’s something that’s important to you, that’s when you got to just go for it.
I’d like to think that I learned that lesson through my recent cancer journey because at that time in my life, as an individual, I sort of thought, OK, being a little person, having all these surgeries, isn’t that enough for one person, right, to have to overcome? Well, I never expected to get cancer is, I guess, what I’m saying. I don’t think anyone ever expects something like this to happen to them.
But it happened at a time when my life was really wonderful, almost perfect. I had a great career. I was living in Houston, I was married to a tremendously amazing spouse. I had two kids. I had just become a parent to two children, who I internationally adopted and adored. And I felt like, check, check, check, life is good, right?
And that’s when sometimes, when you least expect it, something comes at you out of left field. And that’s when I was diagnosed with cancer. Well, I think while that journey, my cancer journey– I’m not going to spend time talking about it– was in and of itself a challenge and a journey, I, in the end, am thankful that I am completely cured.
And the lesson that I learned from that is that we really do need to continue to go for the things that are important in life, whether it’s something as small is going for that next trip to the ice cream parlor with your kids or something as big as taking that next step towards what’s important to you in advocating for others, making a difference in your community, maybe making a difference in your own life or your goals and dreams. We definitely just need to go for it. Today is your day. Don’t delay.
And with that, I hope that my opening talk helped to set the stage for a really exciting discussion today, sharing my personal story of getting into medicine and just all the things that I’ve learned as a person with a disability. Thank you so much.
LORI NEWMAN: Thank you so much, Jennifer. That was truly inspirational. And it’s a real privilege to be able to work with you and get to know you better. So thank you.
JENNIFER ARNOLD: Thank you.
LORI NEWMAN: Now I’m going to invite Bonnie Crume to speak to us about her experiences being a resident and fellow at Boston Children’s Hospital. So, Bonnie, if you want to come on. And, Joey, maybe you can put the spotlight on?
BONNIE CRUME: Yeah. No problem. Sorry. I’m getting over a cold. So I apologize. My voice is a little weak.
But thank you, Lori. And thank you, Dr. Arnold, for sharing your story. I’m in awe of everything that you have accomplished in your life.
And good afternoon to the academy members. It looks like there’s a few familiar faces in the Zoom Audience. So hello.
But for those of you who I haven’t met, as Lori said, I’ve really primarily been invited to share a glimpse into my experience navigating accommodations here at Boston Children’s. So I have considered a hidden disability, a congenital bilateral and sensorineural deafness. And I wear hearing aids to help access sound. But I communicate primarily by spoken language and by lip reading. And, on occasion, I use some adaptive equipment and technology as needed.
I first established what kind of accommodations I would need through trial and error in medical school. That’s when I learned about the clear masks to accommodate lip reading, about amplified stethoscope to help me hear, some Bluetooth-compatible microphone systems with hearing aids, and different transcription services.
So once I began training here in 2018 as an intern, I completed a Reasonable Accommodations Request Form, outlined all of those things that I learned in medical school, and easily approved by Occupational Health. And I was ready to begin. I thought the hard part was over. I got through Med school. I figured out what I needed.
But I quickly learned that the transition from being a medical student to a clinician on the ward, it’s different. There were new possibility that require different accommodation that I hadn’t previously considered. The prime example I’ll go through today is the use of a telephone.
The phone has always been a major roadblock for me. And that is because I can’t use lip reading to help discriminate speech. And phone calls aren’t captioned.
And as a medical student, I was not required to speak on the phone. And I could communicate by having face-to-face conversations. And, unfortunately, in a very large hospital, like Boston Children, with a very high consult burden, it’s really hard to avoid talking on the phone. And when we first started, when I first started here in 2018, we were using those Ascom phones, the retro, indestructible phone that did not have any texting features, unlike the current SpectraLink system. So it really felt like I was stuck.
At that point, I wasn’t sure the best route to go about modifying accommodations. I brought these concerns up to my team, the chief and the leadership. And they were very enthusiastic to help. But we just couldn’t quite figure out a system that worked. So I just tried to manage.
And I watched my colleagues, my cointerns, and residents than take phone calls with no effort. And they would even do two phone calls at once, which I found absolutely mind blowing. Something that was so easy to them was impossible for me.
But I just figured it out. I would run and find a quiet place if I could to have a phone call. It would take more time and effort. Quiet places don’t exist anywhere, especially in the emergency room. Or I would just go find the signers and/or the consult, consultant, and have a conversation with them in person and was at least getting by.
Then COVID came along. And with the institution of a mask polity, I could no longer read lips. I couldn’t bypass the phone call by having a face-to-face conversation. And we also needed a system to rapidly disseminate clear masks, which, of course, were on back order.
At this point, I was very overwhelmed. I was, like everyone else, I was scared of the pandemic itself. But I was also scared that I wouldn’t be able to continue my training, something I had worked for for a very long time, all because of inadequate accommodations.
As if residency itself wasn’t challenging enough, my burnout accelerated. On one hand, I was too scared to admit how much I was struggling with it, despite having a supportive team, because I didn’t want to feel or come off as incompetent. My residency team was willing to do whatever was necessary. But they didn’t have a knowledge of the nuances of my disability. And I felt really misunderstood in our discussion about what they considered to be reasonable accommodations.
On the other hand, I didn’t want to spend what little free time I had outside of work thinking about creative strategies to overcome these barriers because I was exhausted. But, ultimately, through additional research and perseverance, we finally found a system that worked about two and a half years into my training.
In retrospect, there were several key points that I took away from the journey that I hope I can share with you. First, I learned that disability accommodations often falls on the learner, even at one of the most well-resourced children’s hospitals in the country and even with a very supportive team. And each individual is going to have a different way that they adapt. So it’s not as simple as a one-size-fits-all accommodation for a given disability.
Another important lesson were the accommodation change, especially as technology advances and we have a new phone system being rolled out or pandemics apparently occur and that can cause mask mandates or virtual platforms, such as Zoom. And those can introduce new barriers. So accommodations should really be reviewed on somewhat of a regular basis, to say, how do we change it, and quickly adapt, if needed.
I do believe it’s important to have a diverse and inclusive health workforce. However, even with the best environment and the best intention, it can be really tough to do. But hopefully with academy sessions, like today, and raising awareness, advocacy can become a team effort to help streamline accommodations in the workplace.
So now Lori will introduce, kind of preview the proper process of picking accommodations here at Boston Children’s. Thank you.
SPEAKER 1: Thank you, Bonnie. So, Joe, if you want to spotlight me, I’m just going to share my screen. And give me a moment. Can you all see my screen? Is that a yes? Yes. OK.
All right, so now I’m going to review requests for accommodations at Boston Children’s Hospital. I did a lot of investigation and research to figure out how I can clearly present this to you. I know you still will have questions. And we will, of course, take questions at the end of our session.
So, first of all, I want to let you know that an accommodation is– a request for accommodation is a statement that an individual needs a work or education-related adjustment or change for a reason related to a disability. So at Boston Children’s Hospital, we need to think of our learners in three different groups. So you know that the academy is dedicated to enhancing teaching and educational scholarship for all of our learners.
So there’s three different groups of learners that the hospital sees. And, first of all, there are professional school students. So these are our nursing students, medical students, PT students, social work students, psychology students, et cetera. And all professional school students must work with their school’s disabilities office to request accommodations. And it is the student’s responsibility to ensure that any modifications that are determined by their disabilities office are communicated to their BCH program or clerkship director or training director.
Next, we have employees who are paid by Boston Children’s Hospital. These are people who receive a check, a paycheck that says Boston Children’s on this. And this includes all residents and trainees. So these individuals must submit their request for accommodations along with documentation from their treating provider to Occupational Health Services for their review. And then a discussion will ensue with the employee’s supervisor about which accommodations the hospital deems as reasonable modifications to their learning and work environment.
Our third category are individuals who work for one of the many hospital’s foundations. And so these are many of our attendings. Individuals who work for a hospital foundation are not considered BCH employees. And for their accommodations, they should speak to their foundation’s HR administrator about the process for accommodations. OK. Just a second.
All right, so now I want to present two scenarios regarding policies and processes here at Boston Children’s Hospital that you, as an educator, may face. So if an employee informs their direct supervisor, their division chief, the program director, their direct manager that they have a disability requiring a work modification, the supervisor should immediately direct that individual to occupational health to start the accommodation process. That supervisor program director may not ask about any private health information. So that is the first step.
But then our hospital is very active. And there is a second scenario that is likely to occur. So if you find yourself that you are the supervisor/preceptor/attending of the day on a service or a rotation or on the floor or an ambulatory clinic and you’re just the supervisor that day and an individual who you’re just meeting for the first time and you might know today but not tomorrow discloses that they have a disability and need modification to perform that day’s work, you should first ask if they already have an agreed-upon accommodation from Occupational Health. Hopefully they will say yes and then have a plan that you can put into practice.
However, if they say no, you as that supervisor/preceptor/attending must engage in what is called the interactive process and discuss with the individual what suggestions they have that will allow them to participate as best as they can in that day’s work or educational activities. You may not send them home. You must engage in a discussion.
So you, after having this discussion, you must advise the learner, however, that they have to reach out to Occupational Health to submit the required documentation. You should also send an email to that learner documenting the discussion that you had, including the instructions to speak with Occupational Health. And I would advise you to CC Occupational Health. So here is the Occupational Health’s email and their phone number.
Finally, I want to let you know that at this time, Occupational Health Services processes accommodations, but they do not have the expertise or a disability service specialist who can offer advice on how to implement accommodations. Occupational Health expects individuals to work out solutions with their department chairs or program directors or training program directors and then inform Occupational Health of those modifications.
Again, I’m sure you have a number of questions. We will be having a Q&A towards the end of this session. It is 1:09. And we thought before we engage in our interactive breakout sessions and then have a wonderful keynote address by Lisa, we would have a 10-minute break.
So please stretch, get some food, get some water, take a break, turn your cameras off. And meet us back here at 1:20 for the second half of our retreat. All right, thank you. See you soon.
OK, it’s 1:20. Welcome back, everyone. I hope that was a good break. I am now going to turn this over to Lisa. So she can introduce our breakout room activities.
LISA MEEKS: Thank you, Lori. And, I must say, I’m floored that you have been on time. Everything has run so smoothly. That never happens. And what a testament to your planning. So thank you so much for all the hard work.
I do want to take an opportunity before I introduce these characters to say a few things about the speakers that just presented. And I think I just want to get everyone in an a frame of mind and have these two ideas in front of mind before we go into these breakout sessions. One is think honestly and do some honest reflection about whether you would have welcomed Dr. Arnold into your training program prior to having seen how successful she has been. And you can imagine the barriers that were there for her.
And that was– she graduated in 2000. And it was, as I was sitting, listening to Doctor– and is is Crum, Chrome? I don’t want to mispronounce.
BONNIE CRUME: Crume.
LISA MEEKS: Crume. Crume. OK, so neither of those. Crume. As I was listening to Dr. Crume, first of all, my heart just ached for her and having to– and then listening to Lori. And I get that this is the system that we operate in.
But having people have to come to the table with all of the solutions when they’ve never been in these situations before, they’ve never been in our clinical space before, they may not have ever engaged in accommodations before, and having the burden or the tax, as we so often refer to it when we’re talking about other groups, it’s a part-time job. And it also, I think, amplifies the shame that many people bring to that space, even needing to ask for something.
So as I was listening to these two experiences, one of the things that was so difficult for me, since this is my life’s work, is thinking about the fact that from 2000 to 2023, it doesn’t appear that, even though we have lots of publications, we have lots of guidance, we have lots of support from medical organizations, that we’re making much progress when it comes to the daily interactions with learners. And so I really want you to think about these two experiences. And we’ll talk a little bit. We’re going to name it.
I’m going to bring you the very applied, direct information today. And we’re going to name it. And we’re going to talk about how it impacts everything we do.
But first, I want to introduce you to our trainees. So we have Noa. You will go into breakout rooms, by the way. There’ll be four breakout rooms. You will automatically be put into a breakout room.
And then you’ll have a discussion guided by the prompt that you see here. Noa is a learner in your program with a learning disability. Noa comes from an Asian background culture, identifies as genderqueer, and uses they/the/their pronouns.
They’re getting ready to enter the clinical portion of your training program. What concerns do you have about Noa and the potential barriers they may face in the clinical setting. So Noa is vignette or however you want to conceptualize it number one.
Molly– Molly is a learner with– and, by the way, all of these are based on real people that I’ve worked with throughout my career. Molly is a learner with a physical disability who uses a wheelchair. She’s been disabled since childhood and is a paraplegic.
Molly comes from a socioeconomically disadvantaged background and uses she/her/hers pronouns. Molly is a candidate applicant for your program. And, as a clinical supervisor, you are asked to weigh in on potential barriers or concerns in the clinical setting.
Michael has a psychological disability, identifies as Black and first generation to college. Michael had to take a leave of absence in his first year after failing a course and having a flare of his symptoms. He has struggled but passed all of his courses.
Michael meets with his mental health counselor one time a week and uses he/him/his pronouns. He’s getting ready to enter the clinical portion of your department’s training program. What are the potential barriers or concerns that you may have about Michael in the clinical setting?
And, finally, Zola– Zola, she/her/hers is a fellow in your department and has epilepsy brought on by stress and exhaustion. She’s getting ready to start her first clinical service next week. What concerns do you have about Zola and potential barriers she may face on service?
So now I think Joe’s going to do the honor of transporting us into a breakout room to discuss for 15 minutes. And please make space and take space equally to discuss the potential or perceived barriers. And then we’ll come back together as a group.
Thanks, Joe. This is like Jetsons level stuff, right, for those of us that– I just gave my age away. Saturday morning cartoons–
[INTERPOSING VOICES]
LORI NEWMAN: I watched them, too. I watched them, too. So Joey has just put into the chat a URL which includes the breakout group directions. As Lisa said, each of you will be put in a breakout group room. In the directions, you’ll see the case that you’ve been assigned to and your facilitator.
And when you get in the breakout room, just please give your facilitator a minute or two to set up the Zoom whiteboard, read the case together. And then I did want to let you know that Lisa has done a wonderful job that the students or trainees or learners that are in the case could come from any profession. So when you’re thinking of the situation, think of this learner in your own clinical setting. And yes, all of this information has been disclosed to you.
So now I think we are ready to go. And Lisa will be popping in to help us. I think we’ll just go breakout room one, two, three, and four. And the facilitator will show the whiteboard and give a quick summary, summarize as best as possible. Yes, things got a little messy in our room. That’s OK.
LISA MEEKS: And then I have some high-level summaries from going in and out of the rooms that we’ll cover. Perfect. So breakout room number one?
LORI NEWMAN: Yeah, Alan?
ALAN LEICHTNER: Can you all see my screen?
LORI NEWMAN: Yes.
ALAN LEICHTNER: OK. We actually had two pages. I didn’t have time in the one-minute transition to save the other page. So you’re just getting page number one. And we had some problems with getting everybody on board that they could find the text and then this unexpected problem that people would be writing over each other, which has been difficult.
So Noa has a learning disability. And she has some other aspects– her Asian background, identification as genderqueer, and use of they/them/theirs proteins. So a lot of people were worried about being able to trust Noa as a teammate.
I think the comment in black at the bottom left is helpful because there may be concerns of reading next– needing extra time to process during rounds, documenting, doing other things that require calculations, and that there may be a need for more time. As Greg said to us, one of the core values of our hospital is being able to do stuff urgently. And so we’re judged by our peers in the ability to keep up and do the things urgently.
So I think those are the major things that came up. People also worried about acceptance by patients and parents and families. So I think that’s it. Lisa, back to you to comment. You’re muted, Lisa.
LISA MEEKS: Sorry. I’ll comment at the end after we go through all of the cases. Yep.
ALAN LEICHTNER: OK. Then I’ll stop sharing my screen.
LISA MEEKS: So case number two?
SPEAKER 2: Hi. All right. Can you guys all see my screen OK?
LORI NEWMAN: Yes.
SPEAKER 2: All right, perfect. All right, so we discussed Molly in our breakout room, who is a learner with a physical disability who has been disabled since childhood and uses a wheelchair and has function of her hands. So if I could summarize the discussion, we had a lot of PTs and OTs in our group. So we were a little concerned that Molly might not be able to physically handle the requirements of the job, to be able to safely handle and manage the children in the capacity that she might need to and also be safe herself.
There was a lot of discussion around safety in navigating the physical environment. We talked about, although we are technically accessible, there might be some challenges. One person described the ED and the challenges that can occur there with the volumes of patients coming in. And we talked a bit in PT about our high-volume times. When things get [AUDIO OUT] and we’re using every inch of space we can in the department, might have some difficulty navigating that environment safely?
We talked about from an emotional or psychological safety vantage point, would we have the skills and ability to be able to meet her needs? Or would we need supports for that as well? And although we discussed that the onus of responsibility should not be on the learner to design accommodations, we wondered, would it need to be bidirectional, that we would have a better understanding of what Molly’s needs were within our space from a clinical perspective? I think that kind of sums things up. Stop share now, Lori.
LORI NEWMAN: Yes, you can stop sharing. Yes. All right. Sorry. All right, now I’m going to share my screen. Hold on.
OK, can you see that? Yes. OK, so we had Michael, who has a psychological disability and identifies as Black and is first generation to attend college. Michael had to take a leave of absence in his first year after failing a course due to having a flare-up of symptoms. He struggled but passed all those courses. And Michael meets with his mental health counselor one time a week and uses he he/him/his pronouns. And he’s getting ready to enter the clinical portion of his training.
So things that we discussed were, for example, first of all, we weren’t sure how his peers might react because say one of the accommodations might be that he needs to take some extra time when things get stressed. And we were wondering how– there’s real peer pressure here at Boston Children’s Hospital to be excellent, to be excellent at everything that you do. And people might wonder why he might get less of a patient load and why they don’t get that, and knowing that by law, he doesn’t have to disclose this disability, and nor can the supervisor to anyone else unless he says that’s OK.
We talked about what if something triggers Michael during a patient encounter? Would that cause some patient safety issues? We talked about if he needed to take off some time because of his psychological disability, how the pressure that would be on him and the supervisor to get him caught up to his peers so that he has learned everything that he might have missed when he had to take some time off and just how his psychological disability might impact the other learners in the group.
So I think it’s messy. But that pretty much summarizes a lot of our discussion. So I’m going to stop sharing. And Eva?
EVA GOMEZ: Yes. So to recap our case, Zola is a learner in the department that has epilepsy brought on by stress and exhaustion. She’s getting ready to start her first clinical rotation and the concerns that we had.
So I created a whiteboard. And I am trying to figure out– I don’t know that– it did not. So I tried saving it. I’m going to stop sharing for one second. That’s OK. I took extensive notes so that I can share with you because for some reason yesterday this worked and today it didn’t.
OK, so for Zola, the first thing that came out of the gate was the fast environment. We are in a fast environment. People need to respond quickly. And for somebody who has this type of disability, it can be challenging because the expectation, as many of you have already said, is that you need to be able to keep up with all that’s going on, right?
Other concerns that came about, the stigma that comes with knowing or disclosing this disability and how the learner may experience discrimination. And also through this concern, too, is that the person may themselves experience a lot more stress about being deemed as not capable of doing this type of work. We discussed a lot about because this is a medical condition, it could be a little bit of a gray area, how much it is disclosed to others.
Somebody expressed the situation where they actually had encountered this in real life. And there were concerns around the staff safety, whether there could be a problem for staff or also the patient safety. And when we talk about patient safety more deeply, we think about what is going to happen if– what happens if this person has a seizure in the middle of their work, right? Is the patient safety compromised due to the episode actually happening? And also the discomfort of coworkers, feeling that there’s a concern but being afraid to speak up to their supervisor, yet having an internal sense that this could be a patient safety concern for patients, right?
Other things that came up were the concern about the assumptions of others as to what can a person really handle? So, for instance, there’s a person who’s working in the environment with this learner. And they may have their own assumptions of what’s right for them versus asking the person directly what is right for them and what can they handle, right?
Another concern that we talked about was the psychological safety and that negative psychological effects on the person, especially if they may even experience a little bit of imposter syndrome, where they feel that they may not be adequate or feeling comfortable in that environment.
And, last but not least, well-being and burnout, that there’s concern for the person who constantly has to worry about their experience of disability and not being able to function in their environment and how that becomes sort of an ongoing internal struggle in having to navigate and get through the day. So apologize for the screen not sharing. But I hope I was able to capture everything that we said in our group.
LISA MEEKS: Great. Thank you so much. All right. Any other comments?
ALAN LEICHTNER: Lisa, one of the things that came up in our group that I would love for you to address is who should learn about the disability. If it’s a hidden one, should we tell all the other people on the team? Should we pass it on to the next supervisor, that sort of thing?
LISA MEEKS: Perfect. Yes. I was there when that question was asked. And I was thinking, I don’t remember who asked the question, but I would love for that to get brought up again in Q&A. I do want to make sure you have some sort of writing device because you’re going to start having lots of questions as we go through these things.
If you’re like me with age, my brain doesn’t work quite as efficiently. So I’m constantly having to write things down to remember them. But your questions are important.
The other thing that I want to say is I’m just really thankful to all of you for the honesty and the vulnerability you brought into that space. I noticed a lot of people talking, even though you had the ability to anonymously write on the board, you were engaging in a conversation really honestly. And I appreciate that because that’s the only way that we can learn, is to be honest about what we’re feeling, what we’re thinking, right?
So I’m going to share my screen again. And I just want to say one thing before I start talking because if I start talking too much and I don’t say this, all of you are going to have this very strong reaction because we’ve all been taught to use what’s called person-first language. So just a little note about language from the disability community, there are two schools of thought about the types of language that’s used. There is person-first, which is likely what you were taught, which is a person with, right– a person with a psychological disability, a person with a learning disability, a person that is deaf or hard of hearing.
But there’s another, on the flip side of that, another group of disability advocates and individuals with disabilities who say, you know what? My disability is salient in who I am. It is a core part of what makes me me. I have a lot of disability pride.
Therefore, I choose to use identity-first language, which would be deaf. I’m a deaf person. It would be, I am a disabled person. A lot of the difference you would see is the switch between talking about disabled trainees and trainees with disabilities.
Now, where I get the most pushback on this is from reviewers, actually, because the AMA and other organizations have said very clearly that you are to follow person-first language. But I think that’s really unfortunate because it loses an element of pride in identity that is held by many people with disability. And what’s most important to me, as a person who just loves humanity, is that people should be able to identify in whatever way they are comfortable identifying. And that cuts across all, whether it’s gender or sexual identity or disability, people should be able to identify in the way that is most comfortable for them.
Now, I choose to, as a way of honoring both of these groups, I choose to vacillate my language and move between person-first and identity-first language. So you will hear me say disabled trainee today, disabled learner. You have also seen on the slide some says disabled, some says person with. So I go back and forth.
And so I just wanted to put this out there, one, because I don’t want you to be uncomfortable in this conversation with the use of my language. I want you to have a way to ground it and understand it and, therefore, hopefully not be offended by the differing uses of language. But two, I want to remind everyone that in any way that we put a label on someone or we put an identity or we put any type of restriction on someone, that’s one way of a group controlling another group. And so I hope that none of us do that.
I always kind of laugh and say you should call people by their name. I think that’s the most appropriate thing to do. And you likely will not need to refer to anyone as disabled or a person with a disability. But when we’re talking about it in the academic sense, I go back and forth. So hopefully that makes sense.
The other thing that I want to go over with you is– oh, and I’m going to just hit Escape so I can really quickly grab my notes. And I’m actually happy to share these notes with you. So while I was going in and out of your rooms, I was taking some notes and rolling some things up. So here are my little notes. And then here are the way that they rolled up.
So my thoughts my reflections on what I heard today, First Of all, I heard what I expected to hear. So there was nothing abnormal about your response to these cases. In fact, these cases prompt very similar discussions.
The only thing that I heard that was new today was this idea of trust. And so I really need to think about that. And I would love for us to talk about that a little bit more.
But a few points– first of all, there was a discussion about do we know who knows? What do we know? To what extent do we know?
The reality is people with disabilities are all around you. I wish I could give you a research talk in advance of this because there is so much to– I think we published something like 40 papers in the last year and a half. There’s so much to tell you.
But the reality is people with disabilities are in your programs now. So if you’re thinking you don’t have people with disabilities, that’s wrong. You do. They’re not telling you that they have disabilities. And we’ll talk a lot about why that is.
And people with disabilities have been in your programs for years, really. And they have just adapted to the program and made the best use of the situation, oftentimes without accommodation.
Safety came up as a theme, and as well it should. Were all in health professions programs. And so we do want to create a safe environment. Safety issues and safety fail safes and checks and balances systems were implemented because lots of people have made errors, including people with disabilities and including people without disabilities, over the years. Every time a major medical error happens or occurs, we do an evaluation, like a root cause analysis, to find out where in the system something went wrong and how we can improve it.
Therefore, safety is a universal issue. And we would expect on the kind of developmental continuum and into training, we expect that all learners and trainees will have errors. Admittedly, my work is very grounded in medical education. But the majority of first-year interns make major medical errors as they’re starting to develop their skills and as they’re transitioning into becoming a licensed physician.
And we know this. And it leads to jokes like don’t go to the hospital in July of every year, right? If you have an intern, ask for the attending. These are meant to be jokes, but they’re grounded in the fears, the natural fear that comes with a new learner in any situation under any circumstances.
Knowing someone is disabled, we really wouldn’t know that. Depending on your role with that learner, you may not know that unless you’re implementing accommodations. And I think as well, you shouldn’t know that. That’s a part of someone’s identity that if all barriers are addressed with accommodation, then that person, therefore, has access to all of the learning environment tools, all of the clinical tools, everything that they need. There’s no need to discuss their status as a person with a disability, just like there’s no need to discuss their status as a part of their sexual identity or their race or ethnicity.
In fact, I would, as kind of a checks and balances, oftentimes people will say something to me and I’ll say, well, I want you to take disability out and put– choose any underrepresented racial or ethnic group in medicine writ large, right, so whether it’s nursing, OT, PT. I want you to substitute the word disability for that race or ethnicity and think about whether or not what you’re saying is appropriate in that context. And if it’s not, it’s almost assuredly not appropriate in the context of disability. So just a way to kind of do your own checks and balances.
Time came up as a theme, which didn’t surprise me at all. I fully expected this. And what I would say is that human performance is on a time continuum, right? Perfect example, if I complete a specific surgical skill, right, in a simulation lab, because I’m not a surgeon, so we don’t want me doing this anywhere else.
But I’ll get in the sim lab. And we do a lot of playing around for disability-related reasons. And I’ll do a specific procedural skill.
I shattered my left wrist. I can no longer do it as well as I would have been able to do it four years ago. Moreover, at this point, I’m 52 years old. I can’t perform or do a procedural skills with the same speed that I would have been able to do it at 25, nor is really the majority of our providers.
So when we think about the time that it takes to do something, we need to be thinking about time in the sense of a range of time that it would take somebody versus a static point in time. And we’re all always comparing or worrying about people with disabilities compared to this nebulous need for immediacy. Time, you’re under time pressure. But we don’t qualify that.
And when determining whether an accommodation is reasonable or determining if somebody is not eligible for your program, you need to be able to not only qualify something, but quantify it. So what is the space and time that you have to be able to do a procedural skill or to respond to an emergency, that sort of thing? And then once you’ve done that, then we can talk about time and the need for time specifically.
Downstream exams or licensing came up. And this was such a good one because I do think that while preceptors may not be concerned about this or instructors, I do think program directors or whatever they’re titled in your respective specialty, I do think that they worry a lot. If I accept this learner and they have a learning disability, are they going to pass Step 3? Are they going to be able to be licensed? That’s a legitimate concern.
What I can say is that in my research, we have shown time and time again that previous testing is a predictor of future testing across from, at least in medicine, from MCAT through the step series. So there’s a positive correlate there. And we’re able to say that if someone’s coming into, let’s say, a medical education program and their MCAT is– you can actually take their MCAT, it’s really kind of interesting, and predict what their Step 1 and Step 2 scores will be. So we have a mechanism of prediction. But while I do think that is a serious concern, I don’t think it should keep someone from accepting a learner who’s performed well because past performance is predictive of future performance.
As far as licensing, that’s almost always around mental-health-related issues. And I would say that is a serious concern. Depending on what your program does and the trainees that you work with, you have a fiduciary duty to report to state boards and perhaps national boards. So that is something to consider. That is a conversation that we often have with students with psychological disabilities who have to go out because of an emergent need.
Space came up. And I actually tried to pull this data. I don’t have the exact data, but I tried to pull it down because I like using this as an example. So space came up. And it was almost like somebody wrote this question for me because it was space related to emergency room navigation. And I would say emergency or ED navigation is difficult for everyone.
But the foot space or kind of space that a wheelchair takes up is about 26 to 30 inches. And I’m in Chicago. So we have very large men. So if you think of a larger man and the footprint that they will have waist side left to waist side right, it could very well be 26 to 30 inches.
So in many cases– and I have this slide– I should have pulled it had I known this was going to come up– where you see the space of a wheelchair and you see the space of an average 6 foot 2 man in Chicago and you think, OK, that argument doesn’t really hold a lot unless every provider in the emergency room is a tiny little person with barely any footprint. Moreover, I can name easily on one hand and would have to go back and get the names on the other emergency room physicians that are also wheelchair users. So while space is terrible for everyone, there are easy ways to navigate that space and the patient rooms as well. And I’m writing up lots of case studies with different groups across the nation on these types of implementations to help reduce the assumption that it’s not possible or that it’s going to be a considerable amount of work.
Can we meet their needs? So one of the things that came up that I always expect to come up is someone to say, how do we know if we can meet their needs if they have a learning disability? And to that, I would say, how do you know what their needs are?
This is really based in assumption. We do a lot of assuming that a person with a disability is going to have a considerable amount of needs. The research actually shows that especially for people with physical and sensory disabilities, they have very little needs. Once an accessible workstation is employed or a team of interpreters is employed or captioning is employed, they have very, very little needs.
And so the reality is that, yes, this has been done across the nation. There are also multiple court cases that say that this is reasonable. So not only are the courts saying it’s reasonable, but it has been done repeatedly unsuccessfully.
And, by the way, that particular group, deaf and hard of hearing and physical disabilities, have the same outcomes on performance. So their scores are the same. They match the same. They are employed at the same rate. So there shouldn’t be any concerns about that particular group.
Time off, I heard a lot of discussion about time off related to our learner that had a psychological disability. And I think that’s valid. But I want us to think about the time off that everyone has for different reasons. So people have babies, right, and take time off to welcome their children.
People take time off for family-related items. I know I’m taking care of my grandfather, who’s at end of life. And so I’m taking chunks of weeks at a time to go do that. People have been in car accidents, had other accidents, and have needed to take upwards of six to eight weeks off.
But what we don’t hear when people are involved in those sorts of– those drivers of need for time off, we don’t hear people talk about, this is unfair to the other learners. How is this going to impact the other learners? This is really a disability-centric concern. And so it’s really interesting to me that that doesn’t come up as much with other people.
For psychological disabilities, still on the learner with a disability, what’s really important to know is that 40% of medical trainees at any given time are depressed, right? They would qualify for a psychological disability. They would qualify for accommodations.
That’s 40% in medicine. It’s even higher in nursing. And we know of the people who are having these symptoms that a good 25% of them do not disclose.
So the reality of the situation when we’re thinking about people with psychological disabilities is that– and this is shown in my research and others, is that the people who are actually asking for accommodations and enacting some sort of safety net for themselves or the ability to be as productive as possible, those are the people that I don’t worry about. It’s everyone else that winds up having to take an emergency leave of absence or having some sort of psychiatric situation on the wards. But we don’t see that with individuals that are registered.
In fact, we’re doing a longitudinal study looking at the risk of suicide in trainees and whether or not they engaged in disability services. And 98% of those that completed a suicide did not ask for help. They did not engage disability services to ask for accommodations.
So I really don’t worry about this particular group. They go on to match. They perform well. They, in general, don’t have a lot of issues.
Discomfort of coworkers came up. I was kind of surprised about that. And while we see mistreatment by coworkers of disabled physicians– and we see this in race, in LGBTQ and other populations– I wonder how we handle discomfort or microaggressions due to race or sexual identity or religion, for that matter, or gender harassment. And I think as a profession, as kind of the health professions writ large, we need to do a better job addressing these microaggressions and mistreatments that are caused because of people’s identity.
This isn’t just a disability issue. In fact, I would say everything needs to be reviewed through an antioppressive lens, right? We’re oppressing various groups of individuals at rates that are alarming. And we need to look at these things together and bring all of these efforts together.
And I think it’s important to remember that all health professions are competency based. All professionals, whether they’re disabled or not disabled, need to meet the competencies of the program. And so all concerns about safety, all concerns about graduating competent practitioners, yes, those are things that we work on as well. They absolutely have to meet the competencies, no waivers included. But that is very possible.
And I think the reason I wanted you to have front of mind Dr. Crume and Dr. Arnold was because I think many people, if presented with these two applicants, would have layered on lots and lots of presumptions about inability or cost or what would be the concern of the other learners. And I would caution that thinking in anyone because not that long ago, we were doing that with race. Not that long ago at all, we were doing that with gender identity and sexual orientation.
We have done a lot of damage in health professions education. And I think we really need to be thoughtful about how we look at all of the various and beautiful diversity that is coming into the health professions and not treat any one individual or any one class of individuals as someone who is a potential threat because that’s really, at the end of the day, what it comes down to. It may be something you don’t know. And, therefore, it threatens you in some way, shape, or form. And that, by the way, is the basis for discrimination. So we really have to be careful about that.
Someone brought up the experience for the disabled learner. And I really appreciated that. I’m just going to switch back over to the slides. I really appreciated that because that showed me that somebody was really thinking, gosh, if we’re thinking all of this, what’s happening on the learner end?
And I can tell you what’s happening on the learner end is you have people not disclosing because they’re afraid. You have people managing things at alarming rates that have become kind of a part-time job and not telling you what their needs are. And that is not what you want.
All of this, all of what we’re talking about today, all of the assumptions that we’ve discussed have a name. And so we’re going to name it because I think it’s appropriate to do so. And it’s called ableism. And it’s just another form of discrimination or social prejudice against people with disabilities.
And it’s based on the belief that we hold very tight that typical abilities or super abilities are superior to others. You see this in our superhero mindset that we have for all health professions. You see the nurse in the cape, the doctor in the cape, the OT in the cape. The idea that you have to be superhuman to be a physician is harming not only people with disabilities, but it’s harming people without disabilities as well. People are literally killing themselves to live up to that stereotype.
At its heart, really, ableism is rooted in the assumption that people with disabilities require fixing and that if you can’t fix them, that they’re not worthy of being part of this group or part of this profession. Ableism is not that different, really, from racism and sexism. In fact, if I were to take– this is a totally different training, but if you look at the tenets of ableism and the tenets of racism, they’re essentially the same thing, right? You’re judging someone because of something that presents on their body.
Ableism classifies an entire group of people as less than. And it includes lots of harmful stereotypes or misconceptions or generalizations. And I think that’s what you, if you think about it, that’s what a lot of the discussion was today, right? I did hear several people say, gosh, I don’t know, and so I’m just guessing. But it’s that guessing that leads to decisions that is most harmful.
So thinking about this, reframing it through ableism and, let me say really quickly, I’m ablest. And I say that. I giggle a little because it’s an uncomfortable thing to say out loud, right? I live, breathe. I can’t tell you the extent– we can’t go on a vacation without my entire family at this point pointing out the inaccessible spaces on a vacation. We can’t shut our brains off.
This is part of my life. It’s part of my family’s life. It is what I live for, is to change the landscape in health professions education and change the thinking. And yet I’m ableist.
I’m lucky that I have several people around me that get to help me understand. And I spend a lot of time in reflection about my belief system. Other people help me reflect through their observations of what I might say or do. And I’m somebody who thinks about this 24/7. So I even dream about it, to be honest.
So if I’m ablest, the reality is that everyone on this call is ablest. I would argue even Dr. Arnold would say she’s ablest and Dr. Crume. There’s a lot of ableism that goes between different categories of disability towards other categories of disability. And a lot of it is grounded in a lack of education or a lack of experience with people with disabilities in your programs.
So, thinking about it through this lens, I’m wondering, what portions of your barriers are grounded in an ableist belief system? So when you think back– and I’m just going to ask you to reflect on this in the interest of time. I want you to think back to one thing, just one thing that you put forward as a potential barrier. And I want you to think, gosh, did ableism inform that barrier?
And I’ll give you just the example that I used before, the idea that can we– do we have the supports necessary to support this person? That is 100,000% driven by ableism because you are making assumptions about a person’s needs without interacting with them. That’s why the law requires an interactive process, which we’ll talk about a little bit later.
But you saw for Dr. Arnold, what did Dr. Arnold need? A $10 step stool from Walmart, literally. Jen and I were laughing about this. I can’t tell you the number of schools that will call me and say, we have a little person. We don’t know what to do. How are they going to reach the patient to examine them?
And, first of all, your table should be accessible. And that means that they would go up and down to the height needed for anyone, right? But a step stool. It’s as simple as that. That was what she needed.
And yet I promise you the conversations behind the scenes– maybe not at Hopkins. They seem to really get it. But the conversations behind the scenes we’re probably a lot of people having conversations about, I don’t know that we can support someone like this. I don’t know that we’ll be able to afford their needs. So lots of things to think about.
So what are the actual barriers that we find in our data? Well, one is lack of program access. And this really ties into what Dr. Crume was saying, that having the barriers to getting an accommodation– and program access is defined as accommodation or not needing accommodation because something is accessible.
But being able to articulate, identify, understand all of your needs is a pretty hefty lift for someone who hasn’t been in your environment or perhaps hasn’t been part of your profession before. So the lack of someone that specialized to assist them, like Lori was talking about, can be very, very difficult and place a lot of burdens on learners. Thank goodness we have a lot of systems in place to support them now. But lack of program access– and so this could be lack of accommodation. It could be lack of accommodation in admissions, lots of USMLE Step Exam issues, not having accommodations on the Step Exam.
It’s also poor infrastructure or policy. So what do we know about infrastructure and policy? Well, the good news is infrastructure and policy, these are all created by people, right? And, unfortunately, people are bringing their ablest belief systems to the creation of this policy and procedure. But because people develop it, people can also rip it down and rewrite it, recreate it.
We know that lack of infrastructure and lack of quality improvement on this topic is an issue. Nondisclosure, conflicts of interest in the system, failure to properly evaluate learners that are having difficulty for disability, and fitness-for-duty processes that traumatize individuals that are coming back off of a leave. All of this, every single one of these research articles is grounded and driven by an ablest belief system.
Culture and climate– these are known barriers to people with disabilities. So it could be cultural barriers to disclosure, the well-intentioned mentor saying don’t disclose your disability. You will be put in a system and people will never look at you the same.
And, honestly, after some of your talks and coming in and out– and I think you can reflect on this– that there were so many questions, right? There was so much concern that was happening as a result of this pseudo disclosure of disability that you might understand why someone wouldn’t want to disclose across or within your programs.
Burnout, the learning environment being a really harsh learning environment, full of microaggressions and bias, lack of a sense of belonging– for people with disabilities, there’s often the yes and other. So yes, we’ll take you into our program, yet you have to go through all these other systems. And we treat you completely differently. So they don’t feel like they are part of the community.
And then mistreatment, and mistreatment, the mistreatment levels were startling. For those of you that are interested, it was in Health Affairs, but it was like 13 to 30 times more likely to experience mistreatment than other physicians. And physicians are already at baseline pretty horribly mistreated. And this was by peers and patients. We expect this from patients, not from peers.
As an aside, I’ve never heard of a patient not wanting a disabled provider to give them care. In fact, if you listen to our podcast, we have lots of providers on there from multiple specialties. Many of them say or report that the individuals feel a sense of comfort immediately and trust immediately, knowing that their provider has gone through something, that their provider has been a patient as well, that there’s this sense of you know what I’m going through, and, therefore, you will care for me in a much more constructive and thoughtful manner. But all of these things are informed by ableism.
If you want to hear some of the stories of individuals with disabilities, many of the quotes from our work with the AAMC are included in this report. And you can hear in their own words. Today is a very quick overview of the findings.
So very specifically, burdensome processes, making people jump through multiple hoops just to ask for an accommodation, which, as we’ve established, is already hard to do. Technical standards or central functions that really, in practice, do not work, that are something like must be able to hear a heartbeat. You actually don’t have to be able to hear a heartbeat– and I’m happy to argue this with anybody that’s on that wants to argue it further– to be able to make an evaluation. There are actual visual outputs that are a better indicator of the functioning of the heart. And, if you have concerns, you’re actually going to refer your patient to a specialist.
Threats of professionalism citations for disclosing disability, failure to connect disability to mental health supports, so if you have a mental health support system in your program, making sure that those individuals understand that people can also get accommodations to go and meet with their counselors. Defaulting to a leave of absence for anyone that presents with a psychological disability, which is essentially what happens in health professions. And it’s unfortunate because many people can stay engaged in the work and just get an accommodation to meet with a counselor or have a temporary in-patient adjustment of meds or something like that.
Fitness-for-duty evaluations that are extraordinarily harmful and not trauma informed, uninformed DRPs– this is the disability resource professional. As Lori was saying, you don’t have this at the employment level. This is something that not only the AAMC, but the AMA put out a report in 2021 that said every GME program and every UME program needs an informed system of determining accommodations. And that begins with an informed disability resource professional.
Poor messaging or lack of messaging at all about disability inclusion, lack of transparency about your process– I can tell you that I actually, within the greater partner system, every system is very different. And I have had multiple trainees reach out to me to say, there’s no guidance whatsoever to tell me how to request that accommodation.
Uninformed decision making– this is what happens when someone’s meeting with a trainee and doesn’t understand what accommodations are possible and so, therefore, says we don’t know or no, that’s not possible. Or for many of you, you may have the opinion that clinical accommodations don’t occur in your program because it’s a patient safety concern. That’s kind of the one-liner. But the reality is that in any one of your programs, I can show you multiple instances of clinical accommodations. And the law would require you to engage in an interactive process to determine whether or not something is reasonable.
Structures of disclosure that have conflict of interest. So if you have to disclose to your boss or your supervisor, that’s a huge disincentive for somebody with a learning disability or with any disability. And lack of accommodations on high-stakes exams, all grounded in ableism.
Bias, stigma, shame, and bullying– I can’t tell you the stories I’ve heard about bullying from peers, which is heartbreaking to me. Misinformation that gets exchanged colleague to colleague– so if your program is toxic, people will talk about the program kind of in this underground network and say, oh, don’t disclose a disability because you will be chastised. And, therefore, they’re not getting access to the accommodations they need. It may impair their ability to perform in the program. But I can tell you with certainty that it’s going to cause some psychological distress. And there are going to be trust issues.
A clinicalized culture, where we clinicalize everything– someone who’s been a wheelchair user since birth knows how to navigate an environment. In fact, I would argue they probably know how to navigate an environment better than us. They’re probably more nimble in their ability to switch gears and literally and physically to think about how to access things differently.
Negative peer attitudes, restricted views of disability– again, what can you do if you’re a wheelchair user? Or what can you do if you’re deaf or hard of hearing? Honestly, anything.
I have wheelchair users– again, one hand, easily can name five surgeons that are wheelchair users. One was the head of neurosurgery at the University of Michigan. One is a plastic surgeon. One is a general surgeon, one is a pediatric surgeon, and one is a trauma surgeon. All of them are wheelchair users.
So that is not what you would imagine. If I said, gosh, I want you to imagine a learner or a trainee that’s a wheelchair user and what specialty they’re going to go into, I bet no one would say surgery. So that just gives you a little bit of a sense of why do we think this way? Well, because we are taught about disability from a young age. And we’re taught what to think.
We’re taught to feel sorry for people. We’re taught to be helpful to people. We’re taught that they are less than. This the whole premise of ableism. And program access is a huge barrier and, of course, again, all grounded in ableist beliefs.
So I’m choosing to share two things for your program since there are so many programs represented here today. And, by the way, OTs are my favorite people in the world because those are the people that figure out how to keep people employed and engaged in work. And they are my favorite people to bounce ideas off of for accommodations.
Many times they are the most open to disability. And I hope that that’s the case here. But the interactive process is, by far, the largest thing that will trip you up. You have to engage in an interactive process to determine whether an element of the program is essential, whether an accommodation is reasonable. You must offer and deliberate about appropriate reasonable alternatives if you decide something isn’t reasonable. And this must include relevant faculty.
And if you don’t do this and you receive a complaint– today I’m only covering OCR complaints. But I promise you, I’m really good at just bouncing off all of the litigation that’s actually made it to court and to the appellate court as well. There are too many of these cases. And what’s really unfortunate, just to situate– I always like to situate this in the bigger picture– while I’m going to share a few OCR cases as of late, the reality is that even the ability to file a complaint with OCR or the ability to file for private litigation is a privilege, that most of the complainants are white, most of the complainants are upper middle class, most of the complainants have resources.
This is a privileged system we have in the US. And so, unfortunately, the people who are multiply, multiply, multiply marginalized and at most risk don’t have the resources or the time to actually file complaints. So we need to do better. We can’t be driven by litigation or complaint from the Office of Civil Rights. We need to be driven by an internal justice frame that equity is important, equity is important for all people, and that we have to create safe environments where we can have discussions because I promise you, once discussions actually happen in safe and trusting environments, solutions are found 99% of the time.
But my soapbox, back to the complaints– here’s two schools of nursing in the last few years that didn’t follow the process and instead said, you know what? This is a fundamental alteration, which is what we hear a lot in nursing. Sorry, nursing people. But we do have kind of a theme or a thread, if you will, in nursing of the nursing program saying, look, they’re coming from the framework of a bedside nurse who has to be able to do everything, including lift an entire building by themselves– and that’s a joke, obviously.
And the reality is that that may be true. And it may line up with your standards. And your standards may not be discriminatory. And there’s lots and lots of things that we need to tether to to make those decisions.
But when you don’t engage in the interactive process, it doesn’t matter what you decided. The courts will not side with you. You have to go through this process, even if what’s referred to is on its face. So that’s any reasonable person in any room, any sample of people would say, that’s not– that’s not a reasonable request.
Even if that’s the case, even if it meets that standard, if you didn’t go through an interactive informed process, you will not get whatever it is you’re seeking, whether that’s summary judgment or a failure of OCR to pick up the complaint. That won’t happen. You have to go through this process.
OK, so the other one is failure to accommodate. And this is failure to enact or provide reasonable accommodations. And these complaints often include retaliation. So you fail to provide a reasonable accommodation. And then the retaliation is oftentimes the dismissal of the student or refusal to let them back into the program, which is the case here with these two cases. And, sorry, nursing, you get hit again.
There are actually eight OCR complaints in Health Sciences in the last three years. And the majority were from nursing programs or medicine programs. So that doesn’t mean the rest of you are off the hook. It just means this is where they’re coming from right now.
And, again, this complaint with the American University of Health Sciences Nursing Program, and then the University of Colorado Anschutz Medical Campus actually has a complaint that’s gone through twice. Their Dean said, I am not doing this. This is not happening. I don’t think it’s reasonable. Therefore, I’m the judge, the jury, and the executioner.
And the Office of Civil Rights said, you know what? Sit down. Hold my beer. No, just kidding.
But they did say, sit down. We are going to oversee all of your decisions now because you clearly are not capable of making that decision. And OCR puts it in much more legalese and in a much more nice way. But yes, it’s essentially sit down.
So what are the facilitators? I’ve told you all the things that provide barriers to health science education. What are the facilitators?
Well, structurally, having an informed DRP, this is the number one thing. Positive messaging, I want all of you– you all have homework. I’m so sorry. I want all of you to go to your websites.
And I want you to, as a potential person with a disability, navigate your website. If you were a person with a disability looking for that resource, whatever that resource is, so as an employee, as a trainee, I want you to navigate that website. And I want you to see what your students experience or what your trainees experience in your program.
What is the messaging? Is it super legalese, kind of grounded? Probably. You don’t have to recite the law for the law to be applicable to your program. You can add nice things in. It doesn’t change the law. So saying that you value diversity and that includes disability is a really great place to start.
Transparency of the process– you must be transparent. People must understand how to get to you. A neutral party to adjudicate the decision, so your boss isn’t the person making the decision.
A timely process– as you know, especially in the training programs, a week can be a month. A month can be a year. We go fast and furious, as we’ve all talked about. And so a timely process is essential. Using functional technical standards that recognize that things like amplified stethoscopes can be used, and if you’re deaf, it doesn’t mean you can’t be a doctor, and culturally, a welcoming culture that understands and expresses the value and ability of people with disabilities.
And then you have a ton of orgs for your schools, for your employment situations. Do you have an ERG, employee resource group– I think that’s what they’re called– or an affiliation group to support people with disabilities? Because finding other people with disabilities, just like finding other people like you and other underrepresented groups can be a lifeline and a support system to feel like you’re not alone and that you belong. It often can also be the catalyst for change.
And develop a robust disability policy, one that encourages disclosure, speaks to privacy of information, identifies that ADA representative, lists the documentation requirements. So there’s nothing worse than going to a meeting to find out you have to make another meeting. Death by meetings is a real thing. Hopefully all of you get that. I don’t have to explain it.
But it really is. Especially for somebody who’s training, who’s doing 12 hours, 18 hours, they don’t have time to do this. Give them up front everything they’re going to need for that meeting. List the steps in the process so that they have an expectation.
We all expectation set with our children, right? I expectation set with my husband all the time. This is what time I’m going to be available today. We need to do that for learners so that they feel a comfort. There’s a comfort in understanding what’s next, right?
List the projected timeline for the accommodation process. And I’m here to tell you, if it’s over two weeks, you’re not in keeping with best practice, according to OCR. So all decisions should be turned around within two weeks and accommodations implemented.
Encourage early disclosure. Why is it important to have early disclosure? Well, once you get into a deficit cycle, you’re in it. Climbing out of it is nearly impossible when you’re also trying to enact accommodations and do everything. The best time to ask for accommodations is before you ever enter the training site, before you ever enter the training program, to have all of that managed.
And tell trainees how to appeal a decision. That’s actually a legal obligation, both under Title I and title II. You have to have a grievance policy. You have to have an appeal policy.
So if you don’t have one, which I promise you, if you’re in medicine at least I can say, my research shows that 40% of you don’t. You have to have one. That’s actually a legal requirement.
And then the steps, the interactive process that I’ve been talking about this whole time. It’s really, really important. It includes not only the designee for the program and the trainee, but it includes people like the program director or the faculty.
And all of the things that have to be brought to the table to understand whether something is reasonable and effective, we created an eight-step process in both our trainings and codified it in the literature. And I’ll send these slides to Lori for anybody that wants them.
So post your policy widely. It’s not enough to create a policy. You have to make sure that people know it, right? You have to disseminate it.
So post to your website a staff handbook. Talk about this during orientation. Talk about it during any invitations to do an interview with your program or any other engagements.
And then ensure that disability is part of your DEI or JEDI affiliation groups and activities. If you leave disability out of diversity, you’re not talking about diversity. As I said, the parallels between racism and homophobia and all of the other isms are deeply, deeply connected. And so if you’re going to talk about diversity and the benefit of diversity, you have to talk about people with disabilities.
Highlight stories of people with disabilities in your program. That’s a great way to encourage other people to disclose, oh, somebody was in the program and they’re talking about it publicly. Publicly? Oh my gosh. This program must be amazing.
Have disabled scholars and providers present grand rounds. I would love to see Jen Arnold talk about her simulation program. I think that would be amazing.
I love simulation. To me it’s a playground. It’s like the adult playground we all go to for health professions. And we try out new things. I would love to see Jen talking about that.
While it’s important to talk about disability, it’s important for disabled scholars to be invited to talk about their area of expertise, right, not just about disability. And then plan for disability programming across DEI efforts. And remember that disability cuts across every other identity.
So we talk about intersectionality. There is a ton of intersectionality happening in this space. You can be a queer, Black, disabled, first-generation scholar. These are all identities that you can hold. And each of them individually is likely to lead to barriers in the system but collectively could be exponentially impactful. And so we need to really be paying attention to this.
What I would say is access is critical. Program access is critical. Our research is finding that– we have another paper coming out in a few weeks. It’s clear, program access is critical to the success of people with disabilities. But new papers coming out six months from now will show you the research we have, the data we have, the belonging and trust in the system is what will get people to the space of asking for accommodations. So while access is critical, you’re not going to get it without belonging and trust.
I have several resources for you to consider today. I’m sorry. Again, I do work in medicine mostly. I am working with the AACN right now on a few projects.
But I have several organizations under our Docs With Disabilities umbrella. And Docs With Disabilities is everybody. One is called Disability in Graduate Medical Education. It’s a community of practice.
And there are some webinar series we just did with the Josiah Macy foundation on barriers and belief systems. These were all focused on medical education. But for the nurses on today’s webinar or training, the Josiah Macy Foundation and I are doing Barriers and Belief Systems– Nurses With Disabilities. That is coming out in June, July, and August. And so that information should start to be advertised fairly soon from Macy.
The AMA did a disability webinar on innovations in medical education regarding disability. And while this was posed for medicine, I would say this particular webinar is really applicable to numerous health professions programs, Similarly, the AAMC and I collaborated on a 10-webinar series about discrete issues in medical education. But also these are widely applicable to health professions.
And then my program is the Docs With Disabilities Initiative. And under the Docs With Disabilities Initiative– you can follow us on Twitter @docswith. And the Docs With Disabilities Podcast is my third child. It’s my labor of love. We share stories of all types of providers with disabilities, what they went through in training, what was good, what was bad, what they advise future providers in the pathway or thinking about entering the pathway, how they advise them.
I will say we have about 50,000 listeners. Our last episode was viewed by over 100,000 people. It has taken off in a way I never would have expected.
The stories are moving. They’re impactful. They’re educational. But, importantly, because there’s a dearth of people with disabilities in health professions education, they are providing a part-time solution to a gap in mentorship that we see and that can really, if you think about all the mentors that helped you get to where you are, lack of mentorship is disastrous for anyone. And so through this podcast, we tried to provide asynchronous mentoring.
And then we’re going to switch over to Poll Everywhere, where you can ask anonymous questions. And Joe is going to run that.
Thank you so much for inviting me. Thank you so much to Dr. Arnold and Dr. Crume for sharing their personal stories, which I think are so essential to understanding and mythbusting about what’s possible. But thank you for coming together for this environment and for being so open in the breakout rooms. That was really great to see that you could really have these conversations.
I’m happy to answer any question that you have. And it’s always my honor to talk about this topic. Thank you, Lori, for inviting me. And thanks to the team for a very well-organized event.
LORI NEWMAN: OK, thank you. And we definitely want to make sure we get to people’s questions. So if you could stop sharing, Lisa. And then Joey is going to put up a Poll Everywhere. So we can all anonymously ask any last remaining questions that we have.
So you need to text medical education to the number 22333. And then you can text your question.
LISA MEEKS: If any of you are interested in the research or the numbers, you can find all of that through my Google Scholar. But we are putting together– we actually are mapping all of the known– all of the known outcomes and all of the research on disability. And we’re going to make that publicly available.
So we’re doing that. We just reached out to all of our international scholars in disability and asking them to contribute to it. So you’d be able to map what’s happening and what we know and what we need to learn.
With ableism in mind, to what extent is disability– I think that might have been defined and maintained– just, oh gosh. I don’t know. Joe, you may have to capture these because if it’s going to run, I won’t be able to– remember, we all process on a spectrum.
JOEY FOURNIER: I can scroll through.
LORI NEWMAN: I think this scrolls up. Yeah.
LISA MEEKS: Oh good. OK. With ableism in mind, to what extent is disability to find and maintained by ableist policy? What qualifies as a disability and what does not well? That’s a great question. I’m going to assume the question– if it’s different please, feel free to– you can always chat me a question as well.
So what qualifies as a disability and what doesn’t? Well, any category of mental or physical impairment, as it’s written under the ADA, would qualify as a disability if there is a functional impairment associated with that setting. So I could be disabled and not disabled in one setting and disabled in another setting, if that makes sense.
So if I’m a wheelchair user– and, by the way, that is– I always want to teach as I go along. That is the correct way to talk about people that are using wheelchairs, not somebody confined to a wheelchair, not somebody in a wheelchair, certainly not somebody stuck in a wheelchair. Just as an aside, the wheelchair gives them the ability to move through their days and accomplish their goals. It becomes part of their bodies. And they don’t feel stuck. They feel a sense of freedom because of what that chair does.
So does it rise to the level of being disabling, which is the functional impairment assessment? So is there something in the environment, in the surroundings, that keep someone from doing their job or navigating throughout their day? So thinking about this in terms of space– we talked about the ED– having access to a computer that is at the level somebody would need if they’re a wheelchair user, if it’s not there, that would be a barrier. That would lead to functional impairment because the person couldn’t do their job, because they couldn’t reach the computer.
Lowering it would be the accommodation. And, therefore, they would have access. That person, though, may not have any issues at home because they may have a completely accessible home.
What advice do you have for academic promotion and advancement? I love this question because our disabled scholars are left behind all the time. In order to be promoted– think about your promotion. I just went through it. So I know. And I’m like, it was so horrible that I just want to get professor over with. And so I’m working really hard to just get it done.
You have to have an international reputation. You have to get invited for talks like this. You have to publish.
If you have a disability and you have to manage your disability– say you have a chronic health issue. I do. I was not disabled when I started this work. And to date, I mostly navigate my life without disability.
But I have a degenerative disease that I will be very disabled at some point in the next 20 years. So I think about– I think about this and going through promotion. If somebody has to take care of their health and they don’t have all the time or if travel– for me, travel is very difficult because it– anyway, it results in a lot of pain at times. So if somebody has to travel to do presentations, they could miss out on those opportunities.
A really good example is for somebody that’s deaf or hard of hearing, going to a conference that’s completely inaccessible without an interpreter– we all know at a conference, going into a talk– say they have an interpreter for the talk. OK, great. You had access to that talk. Where is all the good stuff happening? Is it happening in that talk?
For those of you who are academic scholars, it’s happening in a bar mostly or a restaurant or in the hallway, right, or after the talk. It’s never happening in the talk. All of the opportunities to make friends and make relationships and collaborations– I collaborate with people all over the world.
It didn’t happen in a talk. It happened usually over a drink, usually in the hallway, something like that. If you don’t have an interpreter for those settings, you are left behind. If you are somebody that is low vision and can’t travel without assistance, you are left behind. You don’t go to conferences because the cognitive energy it takes you to navigate a conference is too much, right?
During COVID, a lot of people got an opportunity to do things that they wouldn’t have been able to do otherwise because everything went online. But it still doesn’t help with the meetings that happen in the hall, those exchanges that are needed. You need to collaborate.
So what my group has done is we only work– well, I would say– not only, about 90% of the people we work with are people with disabilities. We are committed to having an investigator and a student, a learner, a trainee with a disability on every project so that they get sponsored and mentored throughout the process, so that they are published.
My students, by the time they graduate from medical school, they have four publications. They have their choice of residency program. They have gone to the AAMC or they’re– I’m taking four students internationally this year to present. They will have CVs that rival their peers.
And them having a disability is valuable. And people with disabilities have a lot to add to this research. But I think my advice is get involved with– get involved with people that are doing the work that will support you in any accommodations that you need.
The other thing that I would say is teamwork. I work in big teams. I don’t work alone. And that has allowed not only me to advance the agenda that we have for disability inclusion, but it’s better informed work. It’s impacted a lot of people. I just think working in big groups has a lot of benefits. Plus, if one team member is down, it doesn’t stop the work from moving forward.
Sorry, that was a long answer. I have a lot of colleagues who are disabled and did not get a lot of opportunities to advance their career. And so it’s a particular area for me.
If supervisors can’t ask clinical info, how do they be– how are they responsible for creating accommodations? You’re just enacting the accommodations. You don’t need to know anything, actually, to do an accommodation.
Let’s say the student has a voice-to-text technology to be able to write their notes. All you have to do is make sure that that’s onboarded. Usually IT will do it. And there’s nothing for you to do.
For ADHD, the accommodations, usually people don’t have accommodations in the clinical setting when they have ADHD. If they do, it’s to wear noise-canceling headphones. And that’s not something– to my knowledge, I see a lot of that happening without accommodation.
But you certainly don’t need to know anything clinical for those invisible-related disabilities. Even the person that had epilepsy, that was actually a learner of mine, a surgeon, which may freak all of you out, an OB/GYN, so subsurgical specialty. And the person was perfectly fine. The epilepsy was well managed, hadn’t had episodes for years.
And it was the sleep deregulation that caused an episode. And that person just, we just rearranged the schedule so that they would be on days fully and that if they had to go to nights fully that they would have a significant amount of time in between to adjust. And that was a resident.
Can we go up? For places without an informed advocate– so just really quickly, this is not an advocate. This is the disability resource professional.
This person straddles access. So they are an agent of the institution and the program. They’re supposed to be informed by the curricula, informed by the essential functions of the program, informed by disability law and clinical accommodations.
And while some of that may be viewed as advocacy, I don’t see this as an advocate role. Advocates have a very different role. This is a person who is making an informed and, by the way, legal consequential decision, right? So this is a really highly educated, highly skilled person in this space.
But is there an external resource we can look into? Yes. So that’s a great question. One of the things that we’re talking about right now is almost like a hotline, if you will, getting funding for a national center for accommodation where people who don’t have that funding to have this person– although all of you, just so you know, have to have someone whose job this is by law.
Now, what happens, depending on the space you’re in, sometimes people get voluntold that this is their job and they have no skills. But it’s like job number six that they have in their repertoire. But we’re talking about getting funding for a national center, where you could call in and get resources and things like that.
If I win the lottery, I’m doing it. So hopefully all of you can send me good juju for the lottery. And then it’ll be done. And then you’ll have free access to really good information.
Do you suggest opening up this– yes, yes, yes, yes. Given the high rate of hidden disabilities and disabilities that are not disclosed, do you suggest opening up this conversation with all learners along the lines of asking at the start of the rotation, how can we make this an optimal learning experience for them? I love that.
Yes, you should do this. And you should be doing it at orientation. They should be getting it in their letter of acceptance or match or employment.
But yes, you should not assume that people don’t have disabilities. 85% of the people who respond to our research are people with disabilities that you would– we call them nonapparent, just because invisible has this weird, like you’re hiding something. And that’s not the intention. But nonapparent disabilities are the majority of disabilities. Yes. And, to be honest, even people without disabilities could have their learning experience optimized with few changes.
Great question. Is there evidence of more medical errors by clinicians who are disabled? Yes. My paper in– I don’t know if it’s JAMA or JAMA Open, one of the two, 2021, so it’s Meeks et al. There’s a but that goes with this.
What we looked at was three groups. So group number one, not disabled. Group number two, disabled and not having program access. So these are the people who were afraid to ask for accommodations. They did not have accommodations. Make sense?
Those people had a higher rate of medical errors than disabled individuals that had accommodations. So disabled individuals that had accommodations and nondisabled individuals had the same number of medical errors, almost exactly the same number of medical errors reported. People that were disabled and did not have program access not only had a higher number of medical errors, but they also had an increase in depressive symptoms.
And this was a study specific to intern physicians. So for those of you not in medicine, that’s the first 12 years of training, so the first year after medical school. And so it’s a very specific group.
But the findings were startling. And that is one of the reasons– one of a number of studies that we’ve done where we have concluded that program access is just essential. And how do you get program access? Well, you can’t have it if people don’t disclose.
How do you get people to disclose? It’s kind of like who’s on first, right? How do you get people to disclose? Well, you have to create a welcoming, supportive, safe environment for people to disclose because if they don’t, there are potential consequences.
OK, a faculty or an employee becomes disabled. What’s the institution’s obligation to accommodate them? Well, that’s a red herring question because a faculty or an employee becomes disabled, the institution’s obligation is to engage them in the interactive process.
That’s the obligation. There’s no obligation to accommodate that’s kind of this direct, I’m disabled, you must accommodate me. It’s to go through that process.
Now, the EEOC will say you have an obligation to provide reasonable accommodations in a workplace setting that do not challenge the essential functions of the job. So an example, if you have a security guard and their job is all day every day to evaluate people coming in and have them go through the scanner, right, and they lose their vision and they lose their hearing, are you obligated to accommodate them with another security guard who can do the job for them because they are now disabled? And the answer is no, right? So the person still has to be able to do the essential functions of their job. Or, in many cases, we see a slight modification to the essential functions, like job sharing.
Or I have a friend who became disabled who’s now a radiologist. He doesn’t do any interventional work because he doesn’t have enough of the– or he doesn’t do any of the dyes. He doesn’t inject people with stuff. Somebody’s always on call to be able to do the injections. And he reads the radiograph because he doesn’t have the dexterity to do that.
So the obligation is not to accommodate directly. The obligation is to engage in the process. I hope that makes sense. If it is a reasonable accommodation, though, then yes, the institution would be in trouble.
I will say for trainees, the legal space is very awkward. And sometimes their contracts make it really difficult for them to sue if they’re nonaccommodated. And understand, too, for those of you who work with trainees across any group, a trainee– actually, if the institution won’t accommodate and the options are to sue or file a complaint with the EEOC or do nothing, most of them will choose to do nothing because the act of doing something is risking their career.
And so it’s really unfortunate because most institutions have people with disabilities in this box, right? And if they do anything, then in order to, especially to sue, you have to– all of your information is public. I can go to any lawsuit and read all of the details of someone’s disability. So it’s very difficult on a person to enact that system.
LORI NEWMAN: With that, I also want to just comment about this question about a faculty or employee becomes disabled. One bright note is that I spoke to the head of social work. There is a committee at Boston Children’s Hospital that looks at accessibility for patients who are coming to the hospital to receive care or if there’s any complaint regarding mistreatment because of their disability. So there is a committee that is formed for patients.
And I was also informed that HR is considering hiring a social worker, who I assume has the professional expertise to help with implementation of accommodations for those employees who are injured on the job. So there is movement forward, at least in that way.
OK, I wonder– it’s almost 3:15. Lisa, I think, probably needs a glass of water. So, Joey, I think we should take this down. If we didn’t answer your question, please email the BCH Academy. And we will be sure to reach out to Lisa or to our other resources and make sure we do get a response for you.
But I want to, again, thank Lisa, Jennifer Arnold, Bonnie Crume, our facilitators for helping to lead today’s session. I have one last ask for you. I know it’s been three hours.
But what I think would be really great as a teacher– and Lisa is, obviously, a masterful teacher– is to hear what change you are going to make because of this afternoon. And the ripple effect is probably the greatest gift you can give to a teacher. So in the chat, if you could please just type in what change you plan to make as a result of attending today’s retreat, I think that would be, again, a really wonderful thank you and parting gift to Lisa and all of our facilitators.
LISA MEEKS: And I will just say, my goal is always, you can’t possibly know everything. I don’t know everything. There’s so much. There’s just so much out there on disability, especially research and telling the wider story.
However, if all today accomplishes is to get you to stop when you have these automatic thoughts, first of all, to understand that we all do, to when you have these automatic thoughts, stop and say, am I having an automatic thought that’s not informed by facts, and which we should do with everything, right, and to disrupt that by– just you stopping and reflecting on that disrupts the process of ableism. And reaching out and just really thinking about things logically and making sure that decisions are fact based, I think that’s really, really important.
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