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Simulation Learning

Evidence-informed information and resources for simulation-based education

Introduction

Simulation operations refers to the coordination and management of the multiple aspects required to plan and deliver simulation-based education. It usually includes:

  • physical space (environment)
  • equipment and supplies (including technology)
  • personnel (people)
  • associated policies, procedures, and processes (e.g., scheduling, safety, budgets, etc.)

Standards of Best Practice

 The HSSOBP™ criteria for meeting the Operations standard are:   

  1. Implement a strategic plan that coordinates and aligns resources of the simulation-based education (SBE) program to achieve its goals. 
  2. Provide personnel with appropriate expertise to support and sustain the SBE program. 
  3. Use a system to manage space, equipment, and personnel resources. 
  4. Secure and manage the financial resources to support stability, sustainability, and growth of the SBE program’s goals and outcomes. 
  5. Use a formal process for effective systems integration. 
  6. Create policies and procedures to support, sustain, and/or grow the SBE program. 

(Charnetski & Jarvill, 2021)

©2021 INACSL. Used with permission.

The People - Roles and Responsibilities

Operators, technicians, or specialists are the masters of the equipment. Often these terms are used interchangeably.

Simulation specialists support the set-up, operation, take-down and maintenance of the equipment for simulations. There can be many components in a simulation, from inventory maintenance to troubleshooting complex equipment. Manikins often have software associated with them. Having a specialized person available to run this component of the simulation allows the facilitators to focus more on assessment. They may also provide technical education to others (Lioce et al., 2020).  

Facilitators are responsible for guiding participants through the simulation experience. This role is sometimes referred to as instructors, faculty or simulationists.

Facilitators perform the prebrief and assist with flow through the simulation while observing and evaluating the participants. They encourage discussion while highlighting learning objectives in the debrief and may act as subject matter experts (Lioce et al., 2020). Facilitators are usually involved in planning simulation experiences. They:

  • conduct needs assessments
  • design and develop scenarios
  • organize the required personnel 

Learners, or participants, are the target audience of the simulation-based education intervention.

Learners participate in the activity by:

  • completing pre-work,
  • running through the simulation,
  • discussing their experience during the debriefing processes with guidance from the facilitator.

(Lioce et al., 2020)  

Simulated patients, or standardized patients, are individuals trained to portray a patient in simulation education. They are often referred to as SPs or patient actors.

SPs receive specialized training to deliver a high-fidelity and safe simulation experience, particularly for simulations with objectives related to communication. Ideally, they are trained by simulated-patient educators or healthcare simulation educators. They may also provide feedback and evaluate learners (Lioce, et al., 2020).  

Embedded participants are individuals who are scripted in simulation roles other than patients. For example, an embedded participant may act as a family member or another healthcare provider.

Embedded participants are often members of the simulation team or other healthcare providers. Their role is to:

  • improve realism
  • guide learners through the scenario
  • address specific learning objectives.

The term 'simulated participant' is also used to describe embedded participants (Lioce et al., 2020).  

An observer is an individual present for the simulation who is not playing an active role. Observers may include members learning about the simulation process or learners who are not participating in the scenario but will participate in the debrief of the scenario.

Literature suggests that observers who receive clear instructions throughout the experience and participate in the debrief have equal learning opportunities to participants with active roles (O’Regan et al., 2016).

A more exhaustive list of roles and other terms related to simulation can be found in the Healthcare Simulation Dictionary

The Environment

Simulation-based education can occur in a variety of environments. Dedicated simulation space may not be available to all; however, it is possible to deliver SBE almost anywhere with the right tools. A dedicated simulation centre is not required to incorporate SBE. 

Considerations

  • All participants should be aware of washrooms, other relevant amenities, exits, and evacuation plans regardless of the location of the simulation.
  • The environment chosen for simulation-based education should reflect the environment you are simulating and meet the needs of its learning objectives. For example:
    • If the scenario relates to a patient in the operating room, the simulation should occur in the operating room or a space that simulates an operating room.
    • If a scenario involves a home care assessment, every attempt should be made to mimic a home environment (e.g., removing medical equipment such as headwalls, hospital beds, and monitors). 

Dedicated Simulation Space

With a Control Room

Dedicated simulation space that includes a simulated patient care area, a control room and a separate debriefing space supports the flow and fidelity of SBE. The following images show an example of this configuration.

  • The patient care area where the learners participate in the simulation is built to resemble a trauma bay.
  • There is a two-way mirror between the simulated patient care area and the control room, so facilitators and operators are not visible to learners. This improves the fidelity of the experience.
  • The control room contains equipment to support the facilitators and operators in observing and running the simulation.
  • There are screens featuring video feed from cameras that can be manipulated in the simulated patient care area.
  • Computers are connected to:
    • the manikin so the operator can adjust its presentation based on the scenario
    • to screens in the patient care area that mimic the patient monitor and allow patient information like imaging and lab results to be displayed.
  • A bi-directional microphone system is required. This allows the facilitators to speak to the learners, and to also be the voice of the patient by speaking to the manikin. A bi-directional system allows the facilitators in the control room to better hear the learners as they progress through the simulation.

QEII Simulation, Sim Bay location. ©Nova Scotia Health

QEII Simulation, Sim Bay location. ©Nova Scotia Health

Without a Control Room

When a formal control room is not available, simulation screens can be used to obscure the learners’ view of facilitators and operators to improve fidelity of the scenario.  

©Nova Scotia Health

©Nova Scotia Health

In-Situ Simulation

In-situ simulation-based events occur in the actual clinical setting that they apply to. This may be helpful for maximizing fidelity and reaching a variety of active team members; however, the experience might be impacted by organizational culture and be subject to current demands within the patient care area. For example, if an in-situ simulation is planned for staff who are currently on shift in the emergency room, patient care needs supersede participation. The intended participants may not be able to attend, or the physical space intended to be used may be occupied by a patient. In-situ simulation is particularly useful in assessing systems and processes in the clinical setting.

Figure 2: Training using in situ simulation by Marcus Jee, et al, is licensed under CC BY 4.0.

To learn more, check out this webpage about in-situ simulation.

Debriefing Space

Having a dedicated debriefing space outside of the simulation scenario environment is recommended. This allows learners to step away from the simulation environment to reflect and discuss in a calm, private setting while promoting psychological safety. At a minimum, debriefing spaces should include a table and comfortable chairs. 

Moulage

Moulage involves the use of special-effects and various make-up techniques on simulated patients, manikins, or task trainers to replicate physical signs of illnesses and injuries.

Moulage enhances the physical, conceptual, and emotional realism of a scenario and contributes to authentic learning. For example, a scenario may be more believable if there are important visual cues as the scenario progresses, increasing the learner’s emotional engagement (Stokes-Parish et al., 2019).

Research by Stokes-Parish and colleagues (2020) shows the use of high-authenticity moulage impacts learners’ prioritization and task completion in a simulation scenario. This indicates that using highly authentic moulage optimizes learning conditions. Watch the following video about using moulage in healthcare simulations:

 

  Using "Moulage" in Health Care Simulations

Rutgers School of Nursing, 2020.

 

Quality moulage can be time-consuming to prepare, and at times moulage can be distracting to learners. Its use must be assessed to ensure its benefit in the SBE intervention. Keep it simple and real. Only apply what is needed for the specific scenario.

Simulationists may acquire moulage skills through training and/or reviewing resources on moulage. Skill in moulage application requires practice. Before deciding to use moulage in your SBE, it is important to determine whether it enhances the learning outcomes of the simulation. Is moulage use necessary? Will moulage use enhance learner engagement through creation of conceptual, physical, or emotional fidelity in the scenario? Moulage should not be used as a distractor (Stokes-Parish, 2021).

There are differing perspectives on the necessity of moulage and the level of authenticity required in various settings. Simulationists can use the Moulage Authenticity Rating Scale (MARS) to measure the level of authentic moulage in simulation (Stokes-Parish et al., 2019).

The following resources provide more information on moulage:

The Equipment

Manikins are full-body simulators with capacity for multi-system simulation. They vary in complexity depending on the model. Manikins are sometimes referred to as patient simulators.

Visit the QEII Simulation Trainers webpage to see examples of manikins.  

A task trainer is a piece of equipment intended for practicing a particular procedure, rather than a holistic manikin or simulator.

Visit the QEII Simulation Trainers webpage to see examples of task trainers.  

Headwalls are mounted setups featuring gas and suction connections for use in the absence of piped gas.

©Nova Scotia Health

Compressors may be used with headwalls to generate sufficient pressure and flow to the headwall to allow negative pressure and flow through the gas outlets.

©Nova Scotia Health

3D Printing allows design and reproduction of equipment, adapters, or supplies that can be used in simulation. This might include caps, connectors, 3D-printed HMEs, or silicone molds that may be more cost-effective than standard patient care approved variations. Printers are available for multiple mediums such as plastic and resin.  

©Nova Scotia Health

 

Silicone molding can be used to enhance moulage for task training and simulation scenarios. It is most frequently used to mimic body tissues. For example, silicone can be used to create:

  • suture boards
  • wounds
  • rashes
  • swollen joints 

©Nova Scotia Health

©Nova Scotia Health

Policies, Procedures and Processes

We have discussed the concept of psychological safety already, but there are many other safety considerations to be considered in simulation. The Foundation for Healthcare Simulation Safety is an excellent resource for simulation safety information. Please review their Simulation Safety Pledge

Simulation safety incidents should be reported through the proper channels within your own institution. The Foundation also promotes confidential reporting through their organization to increase international awareness of safety-related concerns.

Participant safety must be considered during all steps of a simulated experience. This includes:

  • Follow standard sharps protocols.
  • Simulation and skills training may involve biohazardous material such as cadavers or animal biologics. Follow all related safety protocols for handling and disposing of biohazardous material 
  • Delivering energy, such as in pacing and defibrillation, must be done with the appropriate equipment. It is important to consider if performing a task with associated risks is necessary to meet the learning objectives.
  • WHMIS training may be required for simulation team members due to cleaning supplies, simulated fluids and other substances that may be used to support the programming.  
  • Facilitators should be aware of resources to provide in the event of strong emotional response.   
     

For infection control and safety purposes, simulation equipment should be used solely for simulation-based education. Standards for upkeep are much higher for equipment and supplies intended for human use. Equipment that has been used clinically must be processed appropriately for infection control purposes.

The Foundation for Healthcare Simulation Safety designed this universal label intended for simulation supplies and equipment to promote consistency in practice following an incident where an order of simulated IV fluid was mistakenly received by a clinical area and 40 patients received this non-sterile simulated fluid. The label template is available for free online.

©Foundation of Healthcare Simulation Safety. 

You must also consider environmental factors when assessing the safety of SBE. If the simulation occurs in a publicly accessible space , advance notice and signage may be necessary so that the events are not interpreted as a real emergency. If the scenario could be alarming or traumatic to passersby, consider the use of privacy screens, curtains, or more private spaces. When transporting manikins, make every effort to make it apparent that it is, in fact, a manikin and not a real person or body.

Please read the following article about safety in simulation. 

Consider using a checklist like this one to promote safety in SBE:

References

Brazil, V., & Purdy, E. (2019, January 8). Simulation safety spotlight - A call for safety briefings in sim? International Clinician Educators Blog. https://icenet.blog/2019/01/08/simulation-safety-spotlight-a-call-for-safety-briefings-in-sim/

Charnetski, M., & Jarvill, M. (2021, September). Healthcare Simulation Standards of Best PracticeTM Operations. Clinical Simulation in Nursing, 58, 33-39. https://doi.org/10. 1016/j.ecns.2021.08.012

Foundation of Healthcare Simulation Safety. (2017, September 5). Pledge. https://healthcaresimulationsafety.org/simulation-pledge/

International Nursing Association for Clinical Simulation & Learning. (2021). Operations [Infographic]. https://www.inacsl.org/simfographics. Used with permission.

Jee, M., Khamoudes, D., Brennan, A. M., et al. (2020, April 28). Figure 2 [Photograph]. COVID-19 outbreak response for an emergency department using in situ simulation. Cureus, 12(4): e7876. DOI 10.7759/cureus.7876

Lioce, L. (Ed.), Lopreiato, J. (Founding Ed.), Downing, D., Chang, T.P., Robertson, J.M., Anderson, M., Diaz, D.A., and Spain, A.E. (Assoc. Eds.) and the Terminology and Concepts Working Group. (2020). Healthcare simulation dictionary, second edition. Agency for Healthcare Research and Quality. https://www.ahrq.gov/sites/default/files/wysiwyg/patient-safety/resources/simulation/sim-dictionary-2nd.pdf.

Moulage Sciences & Training, LLC. (2020). Home. https://www.moulagesciences.com/

Nickson, C. (2020, November 3). In situ simulation. Life in the Fast Lane.https://litfl.com/in-situ-simulation/

O’Regan, S., Molloy, E., & Watterson, L. (2016). Observer roles that optimise learning in healthcare simulation education: a systematic review. Advances in Simulation, 1(4). https://doi.org/10.1186/s41077-015-0004-8

Raemer, D., Hannenberg, A., & Mullen, A. (2018). Simulation safety first. Simulation in Healthcare: The Journal of the Society for Simulation in Healthcare, 13(6), 373–375. https://doi.org/10.1097/sih.0000000000000341"

Stokes-Parish, J., Duvivier, R. & Jolly, B. (2019). Expert opinions on the authenticity of moulage in simulation: A Delphi study. Advances in Simulation, 4(16). https://doi.org/10.1186/s41077-019-0103-z

Stokes-Parish, J.B., Duvivier, R. & Jolly, B. (2020). How does moulage contribute to medical students’ perceived engagement in simulation? A mixed-methods pilot study. Advances in Simulation, 5(23).https://doi.org/10.1186/s41077-020-00142-0

Stokes-Parish, J. & Roiter, G. (2023, November 11). Moulage. Simulcast. https://simulationpodcast.com/wp-content/uploads/2023/04/Simulcast-Self-Development-Module-Moulage.pdf

Wilson, L., & Wittman-Price, R.A. (2019). Review manual for the Certified Healthcare Educator (CHSE) Exam (2nd ed). Springer.