Handbook for Practitioners  
Medical Education Series 1 
      The Meducator, Volume 1, Issue 1 April 2001
Page 1 2 3 4 5 6 7 8 9 10 11 12 13
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Introduction
How to use Schemes for Problem Solving
Schemes - Hypertension
 
Introduction
 
Medical students, house officers, and attending physicians encounter patients who complain of symptoms, have signs uncovered during physical examination, or have abnormal laboratory values identified by diagnostic tests. Patients with such complaints have certain expectations: an explanation of the complaint's underlying cause and if at all possible, a resolution or cure. Unfortunately, the knowledge gained by medical students from medical school curricula is better suited for patients who present with diagnoses already made and expect to be told what their complaints should be. Students are better prepared to consider "I have a myocardial infarction, tell me my symptoms, signs, and enzyme levels", than "I have chest pain, what is wrong with me?" . Realizing this, learners spend their early clinical years relearning and reorganizing medical knowledge into information packets which are more effective for the resolution of the patient problems they will encounter. This medical education series is intended to assist learners organize their knowledge in such a manner.
 
There are three factors which influence learning and retrieval of medical knowledge from memory: meaning, encoding specificity (the context and sequence for learning), and practice on the task of remembering . Of the three, the strongest influence is the degree of meaning which can be imposed on information. To achieve success, experts organize and "chunk" information into meaningful configurations, thereby reducing the memory load. These meaningful configurations or systematically arranged networks of connected facts are termed schemata. As new information becomes available, it is integrated into 'schemes' already in existence, thus permitting learning to take place. Accordingly, one function of schemes is the promotion of learning. In addition, the organization and availability of medical knowledge stored in memory has proven to be the prime determinant for diagnostic problem solving. Support for the relationship between organization of knowledge and problem solving led to the recommendation that for learners, an organizational scheme be introduced to serve as a scaffold for new information and to provide a basis for problem solving. Thus, a second function of schemes is the advancement of problem solving.
 
Schemes or strategies to aid learning and problem solving have always been part of medical education. The attribute common to all these processes is the capacity to aid retrieval of information from memory. The techniques usually encountered range from general memory aids applicable to virtually all situations (congenital, acquired, neoplastic, inflammatory, etc.) to specific ones restricted to narrow domains; they vary from mnemonics or acronyms (e.g.MUDPILES: Methanol, Uremia, Diabetic ketoacidosis, Paraldehyde, Isoniazid, Lactic acidosis, Ethylene glycol, Salicylate for causes of high anion gap metabolic acidosis) to complex, sophisticated concept maps. However, not all approaches are equivalent in their capacity to aid learning, assist retrieval of information from memory, and advance problem solving. Observation of expert diagnosticians offers interesting insights into the diagnostic process. Although experts have more basic science information than novices, it is only used when confronted with complex problems; for routine problems, pattern recognition is used. Pattern Recognition (meaning an awareness of similar problems previously resolved) is the strategy selected whenever possible, but it is possible with experience, not learning. Once the problem is recognized, the previous solution is remembered. Basic science information is not required. Some consider pattern recognition a cognitive process different from problem solving because it represents remembering solutions rather than solving problems.
 
When the 'pattern' is not recognized, and the alternative of an organized scheme is not available, the universal fall-back position is a problem-solving method termed hypothetico-deductive reasoning. This is a process of sequential steps: early hypothesis generation, acquisition of data by "search and scan" (based on preformed hypotheses), interpretation of data, refinement and evaluation of hypotheses, and finally confirmation or exclusion of hypotheses. This sequential process, termed by some the 'scientific method' of clinical medicine, is applicable to all medical problems, but is inefficient and prone to mistakes. It is used by the majority of practicing physicians because it is taught in medical school, indoctrinated during post-graduate residency training, and rewarded by examination practices. Medical educators appear to ignore the reality that experts faced by complex problems within their area of expertise utilize organizational schemes, not hypothetico-deductive reasoning. For this reason, it is important for learners to develop approaches to as many clinical presentations likely to be encountered in their practice as possible, and use hypothetico-deductive reasoning only if the other two strategies cannot be exploited.
 
Schemes organized with basic science underpinnings have benefits other than their value for learning and their utility for problem solving. The transition to post-graduate clinical training, and thereafter to the practice of medicine is facilitated, whereas the need to reorganize knowledge and relearn basic sciences disappears. The structures, if created early, are revisited in clerkship, in residency, and again with each new patient encounter in practice. As necessary, the schemes are altered to accommodate new concepts, new information is inserted into existing scaffolding, and schemes are continuously improved to serve the needs of the lifelong learner during changing situations and environments. The schemes employed for learning are adapted for problem solving, so that practice of the problem solving process reinforces retention of knowledge relevant to the specific problem. Using schemes for learning as well as problem solving provides the advantage of combining the creation of a knowledge structure and of a search and retrieval strategy into a single operation.
 
This medical education series attempts to reflect these pedagogic realities. A finite number of clinical presentations (127) representing all the human body's responses to an infinite number of injuries has been identified, thus defining a comprehensive knowledge domain. A given medical discipline reflects a portion of that domain. For example, the domain knowledge for Nephrology is represented by 16 clinical presentations. An organizational scheme for each presentation was designed with two purposes in mind: enhance the meaning of the clinical information by means of basic science explanations and provide an approach for problem solving within that domain. In the context of the clinical presentations here, 'schemes' are defined as a mental categorization of knowledge that includes a particular organized way of understanding and responding to a complex situation. Successful problem solving, as already stated, primarily depends on mastery of domain content. Mastery in turn depends not on information quantity, but its organization. Therefore knowledge organized into schemes (basic science and clinical information integrated into meaningful networks of concepts and facts) is useful for both information storage and retrieval. To become excellent in diagnosis, it is necessary to practice retrieving from memory information necessary for problem resolution, thus facilitating an organized approach to problem solving (scheme-driven problem solving). Since there is no generic problem solving process, THE OUTCOME EXPECTED IS A CLINICAL REASONING PROCESS WHICH IS SPECIFIC AND HIGHLY TAILORED TO THE COMPLEXITY OF EACH PROBLEM. 
 
In summary, if a scheme is to be useful, the answers to the next five questions should be positive:  
  1. Is it simple and easy to remember? (Does it reduce memory load by "chunking" information into categories and subcategories?) 

  2.  
  3. Does it provide an organizational scaffolding that is easy to alter?

  4.  
  5. Does the organizing principle of the scheme enhance the meaning of the information? 

  6.  
  7. Does the organizing principle of the scheme mirror encoding specificity (both context specificity and process specificity)? 

  8.  
  9. Does the scheme aid problem solving? (e.g. does it differentiate between large categories initially, and subsequently progressively smaller ones, until a single diagnosis is reached?) 
 
 
There is no single "right" way to approach any given clinical presentation. Each of the schemes provided represents one approach which proved to be useful and meaningful to one experienced, expert author. Your own personalized scheme may be better than someone else's scheme. Alter the schemes in any way which makes them better for you. However, any scheme is better than no scheme, lest one is compelled to regress to hypothetico-deductive reasoning.
 
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How to use Schemes for Problem Solving
 
Each clinical presentation represents a common or important way in which a patient, group of patients, community, or population presents to a physician and expects the physician to recommend a method for managing the situation. In order to achieve this end, physicians must establish the reason for the visit or the nature of the concern. For a given presentation, the number of possible reasons or diagnoses may be sufficiently large that it is not possible to consider them all at once, or even remember all the possibilities. Experts seldom attempt to achieve a diagnosis in such a manner, and almost never will they conduct a 'complete history and physical examination' without first determining where they are going. They question, examine, and investigate patients with a pre-determined search strategy. Successful inquiries move from general categories to more specific categories until a solution is uncovered. The inquiries are based on pre-existing schemes which are stored in memory and retrieved when needed. Originally, these schemes may have been created to make sense of a problem domain, or to understand and organize information. Later, these same schemes were altered and improved in order to serve the need to solve problems. Finally, schemes or algorithms have been developed for use in management and therapeutics. In this medical education series the emphasis will be on diagnostic problem solving. Approaches to management will be described, and special care will be devoted to explanations (where possible) of the underlying patho-physiology for the therapeutic approach recommended.
 
The schemes presented in this book include categories in enclosed spaces (encircled or in boxes) connected by arrows. The reason for categories and connecting arrows being organized in a certain manner is enhancement of meaning and reduction of memory load. It is essential that the meaning of the scheme be logical and transparent. The categories are progressively more specific, and finally a diagnostic list is given below a category box. The lists are not exhaustive. The reader may wish to expand these lists as required.
 
The arrows are numbered, and these numbers correspond to text. The text describes how choices may be made between alternative paths. The "CLINICAL FEATURES" section suggests appropriate questions to ask during history taking and areas on which to focus during physical examination. The "INVESTIGATION" section suggests diagnostic studies which may be indicated. Usually the choices for alternative paths recommended are based on more than a single symptom, sign, or laboratory value. On occasion the choice may be difficult, and errors are to be expected. By backtracking, reviewing the basic science explanations, and taking alternative paths, the eventual correct solution should be attainable. The "BASIC CONCEPTS" section provides basic science explanations and/or rationale for some of the recommendations. The more common disease categories are enclosed by thick walls to indicate greater frequency or importance. Additional information is included as notes. 
 
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